Executive Services
SBI understands the importance of strong leadership structure, governance clarity, and operational continuity within associations like EMSAC. Our Association Executive team works closely with Boards, Executive Committees, committee leadership, and provides strategic guidance, operational support, and organizational infrastructure that allows volunteer leaders to focus on advancing the mission of the organization. SBI would support EMSAC through:
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Board and Executive Committee meeting management
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Agenda development and meeting preparation
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Action item and follow-up tracking
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Governance and policy support
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Board orientation and leadership transition support
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Development of Board roles and responsibilities resources
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Strategic planning implementation support
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Committee coordination and operational guidance
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Executive leadership consultation and organizational planning
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Future Executive Director onboarding and partnership support, if implemented
SBI recognizes that EMSAC has a highly engaged Executive Committee and strong advocacy leadership. Our goal would be to establish sustainable systems and operational frameworks that strengthen this volunteer leadership and position the organization for long-term success.
As EMSAC undertakes its formal strategic planning process in 2026, SBI would partner with leadership and the Board to help translate strategic priorities into actionable implementation plans. Our team would help align timelines, committee work, communications, and organizational infrastructure with the goals established through the planning process.
We are also highly experienced in partnering with Executive Directors who are subject matter experts, providing the operational leadership, structure, and execution support needed to bring their vision to life while allowing them to remain focused on advancing the industry and serving as the voice of the organization.
Financial Management
SBI provides secure, transparent, and strategic financial management services designed to support organizational growth and accountability. Services include:
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Budget development and forecasting
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Monthly financial reporting
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Accounts payable and receivable
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Audit support
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Tax and governmental filings
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Conference financial oversight
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Sponsorship and event revenue tracking
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Financial process review and recommendations
SBI’s finance team works closely with volunteer leadership and treasurers to ensure reporting is accurate, easy to interpret, and aligned with the organization. Our team is highly proficient in QuickBooks Online and experienced in managing association financial operations, reporting, budgeting, and class-based accounting to support transparency and informed Board decision-making.
Member Services & Engagement
SBI understands that membership growth and member value are key priorities for EMSAC. Our team would support:
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Membership renewal and engagement campaigns
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Membership structure review and recommendations
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Improved member communications
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Database cleanup and reporting accountability
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Member inquiry response and support
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Rural member engagement strategies
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Member value and retention initiatives
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Committee and volunteer support
EMSAC is already utilizing Personify MC Professional, and SBI would focus on improving data integrity, reporting accuracy, membership processes, and overall system optimization. Our team has extensive experience managing and maximizing the capabilities of Personify MC Professional, including membership management, event registration, communications, reporting, sponsorship tracking, and committee engagement tools. SBI’s approach to membership systems and optimization is demonstrated in a case study highlighting successful membership growth and engagement outcomes with one of our association partners.
Marketing & Communications
SBI believes that strong communication is essential to membership engagement, conference growth, sponsorship success, and organizational visibility. Services include:
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Monthly newsletter coordination and distribution
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Communications calendar development and management
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Social media support and strategy
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Website updates and communications support
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Email marketing and audience segmentation
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Sponsorship and conference marketing support
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Committee coordination for content collection and approvals
SBI’s goal would be to help EMSAC build a more consistent, strategic, and modern communications approach while maintaining the organization’s strong voice within the EMS community.
Meeting & Event Management
SBI’s experienced event management team supports more than 100 events annually, ranging from conferences and symposia to webinars and virtual education programs. For EMSAC, SBI would provide:
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Annual Conference management
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Educators Symposium management
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Sponsorship and exhibitor management
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Budgeting and financial oversight
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Vendor and venue coordination
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Registration management
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On-site staffing and logistics
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Mobile app and attendee communication support
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Timeline management
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Contract negotiation support
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Speaker and session coordination
SBI understands EMSAC’s conferences are a critical revenue driver and strategic priority, while also serving as an important source for CEU education and professional development within the EMS community. Our team has experience supporting associations with continuing education programs, CEU/CME tracking processes, conference education management, and LMS coordination. SBI would focus on maintaining strong attendee experiences while supporting accurate education tracking, transcript management, operational efficiency, sponsorship expansion, and future growth opportunities. SBI’s approach to sponsorship strategy and revenue growth is demonstrated in a case study highlighting successful sponsorship development and revenue expansion with one of our association partners.
Technology Solutions
SBI provides strategic support for continuing education, credentialing, and learning management programs across healthcare and professional education environments. Services include:
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CEU tracking and reporting
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Credentialing support
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Virtual education management
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Learning management system (LMS) administration
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Conference education coordination
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On-demand learning library management
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Webinar management and attendance verification
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Certificate distribution
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Speaker and abstract management
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Learner engagement strategies
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Technology workflow evaluation and process improvement


