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Hempstead & Associates
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Now Celebrating 10 Years of Serving Associations |
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- A central phone line will be available for your members. It will be answered by a live person between the hours of 8:30am and 5pm CST. Messages are checked multiple times daily.
- A central fax line available for your members
- Oversee the updating, maintenance and production of Association stationery, brochures and other printed materials
- Maintain and archive all Association records with open door policy for Board Members to review records as needed
- Assist with inquiries and provide assistance for travel arrangements, housing and food for Board and committee meetings
- Provide the following administrative services
- Maintain membership records
- Maintain financial records
- Respond to correspondence and inquiries
- Maintain permanent record of minutes of the Executive Committee and Board of Directors Meetings
- Provide financial and membership data for budget preparation and current operations adjustments
- Arrange for an independently performed review of financial records
- Produce bookkeeping on a cash basis in a timely manner, using QuickBooks Pro software, including: receipt posting, credit card processing, accounts payable, invoicing accounts receivable, bank account reconciliation, monthly financial statements, and tax preparation for CPA
- Provide additional staff support to ensure that the duties and responsibilities of the Association are completed in a timely manner
- Lend Association management expertise and insight to the Board to improve efficiencies and operations of the Association
- Limit Board Member liability through the purchase of directors and officers (D&O) insurance at the optimal cost to the Association
- Assist with strategic planning, including identifying strengths, weaknesses, opportunities and threats to the organization
- Pitch your Association to potential members and advise current members on their benefits and help them continue to see the value in the services of the Association
- Create a e-mail news alert specific to your Association and branded in a way that members see your organization as THE place for information about their industry
- Design and implement online newsletters for news updates, membership recruitment, awards announcements, etc.
- Updating your existing website or design a fully branded website including a member's only section, online membership renewal, and online archive of Association news
- In-house design staff for logos, conference themes and marketing material
- Telephone consultation, including conference calls, with Board Members
- Refer potential speakers for meetings and conferences to appropriate committees/officers
- Serve as a liaison between Association contractors and executive officers
- Communications through any medium intended for a Board Member/volunteer/member will be immediately forwarded to the intended individual
- Distribute meeting notices to Board via email
- Manage Board elections with proprietary online balloting software
- Attend Board meetings and assist the President in preparing meeting agendas and compiling additional meeting materials
- Database logging of RSVP's for Board and executive meetings
- Contact venue or President with attendance numbers
- Prepare previous Board meeting minutes to bring to current Board meeting
- Edit and record minutes
- Forward draft of minutes to President
- Minutes and agendas forwarded to the Board Members once approved
- Implement action items of the Board within the scope of work and budget
- Produce annual communications of “Request for Officer Nominations”
- Issue reminders to ensure completion of Association goals
- Oversee compliance and recommend changes regarding Association bylaws
- Update policy and procedures handbook as needed
- Review bylaws, suggest changes and help Board Members comply with bylaw amendment polices such as alerting membership to changes and posting proposed amendments online
- Contribute suggestions to the President and Executive Committee regarding:
- Problems requiring resolution
- Goals for the year
- Agendas for Executive Committee and House of Delegates meetings
- Programming for conferences
- Design and implement online registration using H&A's proprietary system
- Create marketing pieces, including development of conference themes
- Create lists of potential featured speakers
- Work with committee members to make sure the event reflects the ideas of the committee while focusing on the needs of the attendees
- Create event-specific budgets and stay on top of all expenses for the Board
- Alert Board Members of potential issues and create workarounds if an emergency arises
- Manage online Calls for Abstracts for conference presentations with proprietary software
- Create function sheets and detailed plans for: registration area, exhibits, food and beverage functions, decorating, signage, audio visual needs, onsite staff and volunteer needs, transportation, hotel contracts including negotiations, and more
- Implement policies for registration and payment, including collections on purchase orders
- Prepare name badges and necessary conference materials
- Design and print an event printed program for attendees
- Purchase event cancellation insurance, including hurricane coverage where needed
- Develop meeting profit and loss report
- Assist in the development of a traveling display to market the event
- Provide cash box, petty cash and receipts for on-site event registrations
- Design, update and distribute meeting notices
- Database logging of RSVPs and no-shows
- Provide continuing education certificates and report attendees credits
- Maintenance processing of electronic registrations
- Collect payments
- Contact venue with guarantee
- Attend events and manage the on-site registration process
- Attend and manage programs and special events
- Assist in fundraising activities, such as golf tournaments, capital campaign, advertising on website or newsletters, creating a sponsorship plan and introducing new vendors to the Association
- Provide records and sets of financial reports to Executive Officers
- Set up and manage online stores with propriety software
- Credit card processing
- Accounts payable
- Invoice accounts receivable
- Additional billings to past-due accounts
- Complete W-9 tax forms
- Bank account reconciliation
- Tax preparation for CPA
- Input toward the development of the annual budget process
- Maintain and provide Board with past-due invoice spreadsheet
- Assume management of the Association accounting system and maintain under standard 501(c) non-profit accounting practices
- Provide information to CPA for external audit or review
- Manage bank accounts and credit cards
- Provide records and monthly financial reports to treasurer each month
- Advise Board on income and sales tax issues
- Invoice sponsors
- Invoice "no-shows"
- Reconcile receipts
- Deposit receipts
- Manage electronic banking
- Assist the Board in long-term financial planning by researching avenues for creating higher return on investments
- Sign and mail checks for the treasurer/president based on the Association's policies
- Review contractors' costs and help the Association make educated decisions by receiving multiple bids for each vendor service
- Write press releases
- Develop a public relations plan, including time schedules and topics for press releases
- Assisting in writing articles to be submitted from the Association in industry publications
- Create Association-specific database of newspapers, journals, online media and other forums for the Association news
- Attend media events
- Send information and flyers to other organizations
- Work with other similar organizations to share resources and ideas on how to increase membership through PR
- Forward other organizations' information and flyers
- Promote membership in the organization
- Enter and maintain membership and database records
- Distribute membership information upon request
- Receive and log new member or renewal information
- Membership renewal contact
- Email membership confirmation
- Invoice members by e-mail for dues renewals and follow up with phone calls on late renewals. Mail invoices only when necessary
- Forward membership materials to prospective members upon request
- Email current database to designated Board Member for review
- Process and deposit dues receipts
- Maintain prospect databases
- Process dues paid by cash, check or credit card
- Send payment to national affiliates for dues
- Develop and maintain working relationships with: State President, Treasurer and other members of the Executive Committee, local chapter leaders and members
- Maintain membership database and prospective member list and provide current lists as requested by Board Members
- Produce and promote publications, conferences, and meetings as determined by the annual budget
- Actively encourage member interaction through publications, meetings, and information sharing
- Market non-dues revenue products/services
- Contact and confer with members of the legislature and other public officials to persuade them to support legislation favorable to Association members
- Maintain contact with legislative committees
- Facilitate chapter or grassroots legislative and political activity by maintaining communications with the membership regarding current legislative developments
- Provide initial contact and screening for legal defense inquiries.
- Assist with development of legislative agenda
- Manage Political Action Committee