A brief history
SBI Association Management was founded in 1981 by Shirley Bishop to provide management services to the Washington State Society of Anesthesiologists, which remains one of SBI’s premier clients to this day. Over the years SBI’s client list has grown to include international, national, state, regional, and local organizations. In 2007, Bishop began transitioning ownership of the firm to Seattle-area businesswomen Marlis Korber and Harriet Burger.
Marlis spent three years completely rebuilding the infrastructure of the business by embracing new technology, bringing in outside certified accounting services and updating client records to a secure, accessible electronic format. With this vision to provide efficient, streamlined service, SBI has retained existing clients while gaining many new clients as well.
Today, with its top-notch team of experienced association professionals, support staff and state-of-the-art technology and equipment, SBI carefully screens potential new clients seeking to realize their fullest potential.
Will my organization lose its identity if it moves to the SBI Office?
The short answer is no.
Volunteer leaders may fear that their organization will become lost within the SBI staff structure – that no one will be responsible for their needs. SBI uses a team approach to client management: there is always one, and often several, individuals who are intimately familiar with the association’s members, programs, and culture. We provide custom services for each of our clients. We understand that your success and ours are ultimately the same. We take pride in each of our clients and their mission to serve. How can SBI be dedicated to more than one client? We are a professional organization with decades of management experience. Like lawyers and accountants, association managers attend to the affairs of each of their clients with the same care and attention to detail.
What are the staffing advantages of working with SBI?
A significant benefit to working with SBI is access to the vast knowledge and expertise we have gained working with a variety of nonprofits, along with the flexibility to provide appropriate staffing as your organization grows. Your Board is freed from management responsibility, liability, and overhead associated with managing a stand-alone office and staff.
We work together in teams to provide customized support based on each client’s needs – from event management and strategic planning to short-term marketing projects and re-branding. When a project is completed and staffing needs decrease, our team goes on to other client projects. This sharing of resources eliminates the peaks and valleys of traditional staffing structures. And this shared-resources concept allows our clients to realize savings in computers and other office equipment, office space rental, insurance, and the host of other expenses that go into maintaining an office.
Why does SBI request past and current financial information when responding to a request for proposal?
Financial statements are necessary because they provide information about the extent and breadth of the association’s activities, giving us a truer picture of your association and needs. With this information, we are able to develop an individualized scope of services that truly fits your needs.
How does SBI charge for services?
Our clients pay us on a fee-for-service basis. This is a monthly retainer paid to us based on the scope of services that we work together to develop. We like this way of working together because it encourages our clients to call whenever they have a question or need. If a client chooses to change their scope by adding an event or new project; we have the capabilities of growing as you do.
Can we terminate this relationship if we want to?
We realize this is a big step for your organization. We encourage you to complete your due diligence in talking to our references and comparing us to our competitors. Our agreements have a 60- or 90-day termination agreement.
If you wish to take your business elsewhere, we will complete a thorough, meticulous transition to another professional of your choice. Your mail will be forwarded and all electronic and physical property will be returned. Like an attorney or accountant, we will maintain the confidentiality and integrity of our relationship through closure and beyond.