Client Testimonials


Find out what our clients are saying…

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 President, Association of Donor Relations Professionals

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 Howard, Past Executive Director, International Ombuds Association

Delightful group with whom to work. Has gone to great lengths to understand, assimilate and coordinate the process of our Society.
— Charles Coddington, Board Member, Pacific Coast Reproductive Society

I highly recommend SBI to any association seeking outside management.
— Paul Dudley, VP Finance, Pacific Coast Reproductive Society

The particular challenges and opportunities of this conference were strengthened and championed by SBI. The team was gracefully professional, handled crises with action, and offered us innovation and a can-do attitude around all aspects of the meeting. SBI provided logistical support and event planning expertise every step of the way, along with a detailed conference timeline for all committees to follow, and readily adapted that timeline to adjust for particular circumstances, especially the pandemic. We are especially thankful for their patience with our team in understanding and grappling with the online platform! This arduous work was indispensable in building morale and confidence among the team that we could pull off a virtual conference.
— Biennial Conference Committee, Coastal & Estuarine Research Federation

This is my first time as president of a professional organization. I was willing to take on this role because I knew that SBI would provide some “institutional memory” and support through transitions.
— Joshua Bess, Past President, Washington State Psychiatric 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 Director, International Ombuds Association

We love working with SBI! Preparing for and running our annual conference is made simple and straight-forward due to their expertise.
— Mousa Shamonki, President, Pacific Coast Reproductive Society

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, President, Western Association of College and University Business Officers

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 Chair, Washington Recreation & Park 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, Volunteer, Association of Donor Relations Professionals

We have loved our collaboration with SBI with their insights and strengths in marketing, financial planning and event management that have complemented our Academy committee structure and allowed us to grow in our vision and celebrate our accomplishments as we enter our 75th year and plan for growth in the next quarter-century.
— Lauren Patton, President, the American Academy of Oral Medicine

Very responsive to queries. Help with organizational issues. Knowledgeable team.
— Cesar Migliorati, President, the American Board of Oral Medicine

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-Chair, International Ombuds Association

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 Director, Independent Schools Experiential Education Network