Association Management Services

That Help To Grow Support Evolve Your Team.

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

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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

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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

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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

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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

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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

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From Our Clients

What They’re Saying

“SBI has put in a lot of policies and procedures to help our volunteer organization be more organized and run more smoothly. We are more effective and efficient as an organization. SBI is very attentive to our needs, and is timely in their responding back to our questions. We knew SBI would be good, we did not realize they are actually great!”
Darrell DuncanSACUBO President

“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

“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

“Not only has SBI been efficient in assisting our board with daily tasks that would not get done otherwise, but they also take initiative in advising us on how to run our society smoothly. They seem to really care about our mission and have done great work in helping us achieve our goals”
Anatte Karmom, MDPCRS VP of Administration

“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 Martínez-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, Past 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, Past PresidentPacific Coast Reproductive Society

“I highly recommend SBI to any association seeking outside management.”
Paul Dudley, Past PresidentPacific 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