Category Archives: Association Management

THE POWER OF A DETAILED CHART OF ACCOUNTS

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By Erik Luoma, CPA

It is important to properly set up a chart of accounts. A great resource for any association looking to beef up their chart of accounts is the ASAE Standard Chart of Accounts for Associations (www.asae.org). I highly recommend everyone download and read the entire document as it is only a few pages long and will discuss many of these concepts in much greater detail. Continue reading THE POWER OF A DETAILED CHART OF ACCOUNTS

Closing the Generational Gap:   Teambuilding that Can Work for Your Team

By: Ricki Sexton

Many offices in today’s world have one thing in common:  Diverse groups of employees.  Here in our office, we have quite the mix of different people that come from different backgrounds.  We have people that live in the country.  We have people that live in the city.  We have people who are from up North, we have Southerners, we have Florida fans, we have FSU fans, and we come from different employment backgrounds with different levels of education.  Whatever we are personally, we all share a great pride that we “ARE” the Partners team, no matter our background.  Continue reading Closing the Generational Gap:   Teambuilding that Can Work for Your Team

Are You a Risk Taker?

By Christina Welty, MA

You have probably heard the phrase, “The only constant is change.”  Whether you like it or not, one must take risks to stay relevant. When people think of risk takers, they think of people in the business world, like Elon Musk or Richard Branson. However, it’s just as important for associations to be thinking strategically and taking calculated risks that will help them be successful.

As leaders of an association, you may think you are innovative, but take a moment to sit down and ask the question, “What idea or change has been implemented lately?”  There is a difference between talking about taking risks and actually implementing these ideas.  Continue reading Are You a Risk Taker?

Achieving Results through Successful Committees

By: Dee Kring, CAE, CMP

Whether you’ve chaired them, served on them or staffed them, you recognize that successful committees don’t just happen without some effort and thoughtful planning.   Committees play a huge role in the overall success of an organization and their ability to meet their goals and objectives.

What can we do ensure successful committees? The following isn’t an exhaustive list, but a few tips I’ve found helpful: Continue reading Achieving Results through Successful Committees

Answering to the Call of the Ding

By: Kristi Spargo

Stress.  It’s a living breathing entity.  Like a vine, it entangles itself into every element of life and the tighter it squeezes, the harder it gets to breathe and see a way out. Like many others, my stress level is directly linked to an overall sense of organization and goal achievement. Continue reading Answering to the Call of the Ding

AMC Model Benefits Clients During Conference Season

By: Shelly Joines

Being an Association Management Company (AMC) staff member and attending a client’s annual conference is like killing two birds with a single stone. It allows me to apply our best practices to benefit the client while learning from this event and sharing with our other client associations.

This past weekend, I had the pleasure of assisting with one of our client’s annual conferences in Orlando. I have in depth experience in the dental laboratory industry in my almost 9 years at PIAM and it’s exciting to carry knowledge and experience from this to one of its state component members. Continue reading AMC Model Benefits Clients During Conference Season

Financial Management Duties of Non Profit Board Members

By: Bennett Napier, CAE

During my career in association management, I have been privy to a number of cases of financial mismanagement; embezzlement and other less than stellar financial practices in 501(c)(3)(4)and (6) organizations. Continue reading Financial Management Duties of Non Profit Board Members