Administrative
- functions as client's headquarters
- handles routine day-to-day operations and correspondence
- performs expense, insurance and organizational audits
- utilizes Microsoft Word processing software
- utilizes Microsoft Excel spreadsheet software
- utilizes Pitney Bowes postage machine
- utilizes Centranet GTE phone system with voice mail
- has access to two on-site high-speed copiers
- available to directors by cell phone
Executive Management
- produces and distributes agendas for board of directors & committee meetings
- writes and distributes minutes of board of directors/committee meetings
- revises bylaws and association policies
- performs strategic planning
- conducts board of director elections
Financial
- maintains separate and confidential records for each client
- establishes necessary bank accounts
- establishes financial record keeping systems
- collects and allocates funds to be deposited
- collects and processes credit card payments
- performs bank deposits
- collects invoices to be paid
- pays accounts payable
- reconciles accounts
- creates annual and multi-year budgets
- creates cash flow projections
- creates financial reports
- assists preparation of IRS Form 990 and reports annual nonprofit organization filings
- issues IRS Form1099s
- reconstructs financial books
- utilizes QuickBooks Pro & Quicken software for computerized bookkeeping check writing
- utilizes BillQuick software for time-tracking and invoicing purposes
- client accounts are routinely reviewed by outside accountants
Member Services
- establishes & maintains database of members
- invoices members for membership dues
- tracks payments made by members
- develops and implement membership drives
- produces membership roster
- works with committees and volunteers
- provides member mailing labels (both hard and electronic copies)
- tracks pending legislation
- utilizes Microsoft Access and ACT database softwares
Communications and Publications
- writes, edits, layouts, prints & distributes newsletters
- sells advertising space for publications and Web sites
- sells seminar notes and publications
- conducts membership surveys
- committed to public relations that serve the client's best interests
- immediately available to directors via cell phone
- utilizes email and Internet list servers for timely correspondence via an ISDN line
- utilizes WinFax software to send faxes to numerous parties
- utilizes Adobe InDesign and Microsoft Publisher desktop publishing softwares
- edits and updates website files
Event Planning and Implementation
- executes contracts with hotels/restaurants for meetings
- notifies members of meetings & announcements
- receives reservations for meetings
- confirms receipt of reservations for meetings
- creates nametags of attendees
Educational Seminars
- plans and implements educational seminars
- tracks member's professional development credits
- manages and processes certification programs
- arranges logistics with hotels/restaurants
Fundraising
- expands non-dues sources of revenue
- plans, organizes and implements special events
- plans, develops and implements fundraising drives/programs
- researches and writes grants
- conducts personal and company solicitations
Convention Services
- makes and coordinates venue arrangements including guarantees
- sells vendor booth space
- creates a public relations plan to advertise convention
- provides on-site registration & check-in services
- produces and publishes convention proceedings
Certification
- tracks member's certification credits
- schedules certification classes and orders manuals and exams
Government Relations
- tracks and monitors pending legislation
- devises and maintains grassroots contact programs
- has access to a registered lobbyist in Sacramento