Skip to main content

Association Management Services

That Help To Grow Support Evolve Your Team.

Green shape with four sides icon

Comprehensive solutions for nonprofit associations

As the premier Association Management Company (AMC) in the Pacific Northwest, we are known for providing innovative solutions to manage and support member-based, nonprofit professional societies and trade associations. Our association management services are custom-tailored to fit the unique and evolving needs of your association. Our clients are primarily regional, national, and international associations with annual revenue of approximately $250K to $1.5M.

A significant benefit to working with SBI is access to the vast knowledge and expertise we have gained working with a variety of clients, along with the flexibility to provide customized support and appropriate staffing to fit your association’s needs.

We become the staff team for our client associations, providing comprehensive operational support and executive guidance to free up volunteer boards of directors to focus on the strategic initiatives of their organizations. We also have experience successfully partnering with independently employed Executive Directors to form a comprehensive hybrid management model. Check out our Frequently Asked Questions for additional information on what working with us looks like!

The best way to get started is to simply give us a call or complete our RFP form. We can’t wait to hear from you and to learn more about how we can help with the specific needs of your association.

Services We Offer

Member Services

Professional, proactive customer service and day-to-day operational support for associations

  • Serve as the association home office and physical headquarters
  • Proactive live customer service support to all members and supporters
  • Membership applications and dues renewals
  • Develop and support efforts to recruit, retain, and engage members
  • Records and archives maintenance
  • Certification management and continuing education credit tracking
  • Accreditation applications and management
  • Online community management
  • Implement member surveys, ballots, and polls
  • Committee support and volunteer coordination
  • Volunteer recognition and awards
  • Scholarship, mentoring, and other member engagement programs 
  • Support association diversity, equity, and inclusion initiatives and programs 

Learn more!

Executive Services

Strategic executive expertise and operational oversight to support volunteer boards of directors

  • Serve as executive director or partner to independently contracted executive directors
  • Implementation of strategic plans, initiatives, programs, and policies
  • Administrative support for boards of directors and committees
  • Board development and orientation
  • Governance, bylaws, and policy review and revisions
  • Conducting nominations and elections
  • Crisis management
  • Liaising with national offices, other chapters, or affiliate societies
  • Managing partnerships, contractors, and MOUs
  • Sponsorship development and stewardship

Learn more!

Marketing & Communications

Thoughtfully executed marketing plans and impactful messaging to deliver value and increase member engagement

  • Develop and manage marketing campaigns and annual communications calendars
  • Website design and maintenance
  • Email marketing campaigns and newsletters
  • Branding and graphic design project management
  • Social media marketing and strategy
  • Direct mail campaigns and printed materials 
  • Publications, video, and podcast production
  • Public relations and advocacy outreach
  • Conference marketing, branding, signage, and printed materials  
  • Academic journal and publications management

Learn more!

Technology Solutions

Innovative tools and systems to attract, retain, and engage members

  • Association management software (AMS) solutions
  • Website design, hosting, management, and analytics
  • Online event registration
  • Email marketing
  • Project management platforms for volunteer engagement and collaboration
  • Virtual conference and meeting platforms
  • Learning management systems (LMS) to host on-demand education and recordings
  • Abstract management and call for proposal submittal platforms
  • Certification tracking and exam portals
  • Job boards
  • Mobile apps for conferences 
  • Resource libraries and online community platforms

Learn more!

Event Management

Professional meeting planners to produce seamless association meetings, events, and conferences of any size

  • Logistical support for planning committees
  • Develop and manage planning timelines
  • Site selection, venue negotiation, and management
  • Hybrid conference and meeting management
  • Virtual conference platform selection and management
  • Webinar and virtual meeting setup and technical support 
  • Select, negotiate and manage audiovisual, catering, and all event vendors
  • Abstract and proposal management 
  • Sponsorship and tradeshow management
  • Logistical support for all aspects of events and meetings including off-site events, auctions, services projects, etc.
  • Speaker contracts, negotiation and communication
  • Online and onsite registration
  • Onsite event management and staffing
  • Publish recordings and presentations online and manage on-demand access
  • Post-event communication, surveys, and reporting

Learn more!

Financial Management

Secure, reliable association budgeting, bookkeeping, and financial oversight 

  • Day-to-day bookkeeping operations
  • Budget planning and oversight in support of association Treasurers
  • Monthly and year-end financial reporting
  • Coordinate with accountants for annual tax filings and audits
  • Investment policy oversight and financial institution relationship management
  • Recommend pricing policies for dues, conferences, and programs
  • Strategic non-dues revenue generation ideas and campaigns 
  • Track sponsor and donor contributions
  • Handle all state and lobbyist reporting
  • Secure maintenance of records
  • Payroll and benefits administration for association employees
  • Online payments and reconciliation

Learn more!

Green shape with four sides icon

From Our Clients

What They’re Saying

For us, as a small organization of two staff members, SBI is able to increase our impact around our mission and effectively support us in the areas of finance, marketing & communication and event planning.

Shoshanna Sumka, Executive DirectorIndependent Schools Experiential Education Network

SBI took the management reins for our organization well into our annual conference planning cycle when our predecessor provider terminated relations unexpectedly. The SBI team hit the ground running and demonstrated superior flexibility and support to make the conference a success... and they have only built upon that success since.

Mark Patterson, Conference Committee Co ChairInternational Ombuds Association

WOW – just WOW!! I have been through a lot of conferences and conference planning, and I have to say—this was an extraordinary experience. I don’t know what it felt like behind the scenes but from where I sat, it was flawless. You all do better work than organizations twice this size with twice the number of staff. I am amazed and honored to work with you!

Ellen Miller, Executive DirectorInternational OMBUDS Association

Having SBI’s assistance and expertise has been critical to our organization’s growing success and in meeting the needs of members to connect and share information with one another.

Gina Galluppi, Newsletter EditorAssociation of Donor Relations Professionals

SBI's technical expertise, professionalism, responsiveness, organizational strength and depth, attention to detail and support has contributed to the quality trainings offered to our members.

Lori Cummings, Professional Development ChairWashington Recreation & Park Association

Working with SBI has provided increased capacity for the Board to focus on setting direction because now our leadership has the time to strategize on the future of a fast-changing profession.

Julie Bostian, Past PresidentAssociation of Donor Relations Professionals

During the first year...we were able to establish a solid relationship that truly has been fruitful...We look forward to continuing our important work in partnership with the SBI team.

Marcia Martínes-Helfman, Past PresidentInternational OMBUDS Association

The board meeting was fabulous. I think the diversity session was very well-received. The strategic planning session was great and gave us concrete strategic areas to work on going forward.

Teresa Costantinidis, PresidentWestern Association of College and University Business Officers

We love working with SBI! Preparing for and running our annual conference is made simple and straight forward due to their expertise.

Mousa Shamonki, PresidentPacific Coast Reproductive Society

I highly recommend SBI to any association seeking outside management.

Paul Dudley, VP FinancePacific Coast Reproductive Society

Delightful group with whom to work. Has gone to great lengths to understand, assimilate and coordinate the process of our Society.

Charles Coddington, Board MemberPacific Coast Reproductive Society

SBI has a "Team" approach and mentality in dealing with IOA. They go the extra mile in working with the various committees and leadership on tasks, projects, and strategy. It has proven for me to be a very comfortable relationship and one that adds value in ways that IOA has long needed.

Chuck HowardInternational OMBUDS Association

We've appreciated SBI's guidance, support, expertise, competence, kindness, and professionalism these past two years. We know that CERF 2023 is not your only client, but it sure seemed like we were. Without fail, you were immediately responsive to all of our many questions and requests. We also appreciated your positively and can-do attitudes. We think that if you had a motto, it would be, "Yes, let's make this happen!" Thanks in no small part to you, CERF 2023 is actually happening, and we know it will be a success.

John Rybczyk and John CallawayCERF 2023 Conference Chairs

Featured Clients

Let's work together!

Get started with us today by requesting an RFP or using this form below to contact one of our team members. We look forward to working with you!

Your Name(Required)
This field is for validation purposes and should be left unchanged.