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What We Do and Why We Do It

What We Do

“We manage, you thrive.”

As an association management company (AMC), it can sometimes be a mouthful to explain what we do. Simply put, the work of SBI is actually the work of our clients, nonprofit professionals, and trade associations.

We partner with associations across a variety of industries, including healthcare and medical specialties, academia and higher education, environmental professions, and other professionals such as HR and financial planners.

While the individual mission of each association may be unique, the underlying reason they exist – and their operations – are similar. For example, a healthcare association might be focused on providing training and sharing research to improve patient care and outcomes, while an environmental association might focus on regulatory changes and updates that impact the environment and policy. But they both share the common purpose of helping support their individual members to advance their careers and connect with one another and together, advance their field.

These organizations vary in size and scope, maybe having hundreds of members based in one region of the country, or having thousands of members located all around the world. The organizations are led by volunteer leaders, typically a board of directors, and have committees that are hard at work advancing their professions by providing education, access to training and development, career pathways, community, and resources to other professionals in their sectors.

To serve the needs of hundreds or thousands of members, professional associations need to be able to operate at a high capacity, and it involves a lot of multitasking. Consider this list of items:

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Manage a website with information about the association, what it offers to members, and how they can join
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The ability to provide timely information and customer service to members and supporters by email and phone
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Providing continuing professional education and networking events either online or in-person, oftentimes in the form of large annual conferences or webinars
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Maintaining bookkeeping, taxes, member dues, and other financial responsibilities
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Planning for future growth of the association through strategic planning efforts
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This is where we enter the picture, serving as staff and a home office for our association partners.

Associations are often run by smart, energetic people who are experts in their industry but who lack the expertise and time needed for successful association management. We focus on handling day-to-day operations to make it easy for volunteer leaders to focus on advancing their missions. We provide the staff, expertise, and experience to support the “how” of their association, while association leaders dictate the “what.”

At SBI, we have entire teams of talented professionals specializing in association governance and strategy, finance and operations, event management, marketing and communications, and member services.

We have close, collaborative relationships with our clients, and as a true extension of their team we staff their committees, participate in their board meetings, and build strong relationships with many members, volunteer leaders, sponsors, and vendors. We travel to staff their events, and carefully make recommendations that serve their best interests. Because their success, is our success.

Why We Do It

We’re on a mission to lead associations to success with innovative professional management solutions.

We measure our client partnerships in decades, not years. Some of our very first clients are still with us today, and we are very proud of it. But this is no coincidence. Culture fit is very important when considering whether or not we will be a good match for partnering with an association. We only partner with associations that we have synergy with: we connect with their mission, and we know that by partnering, their reach and impact will be strengthened, and so will ours.

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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 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

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

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