Precision Policies Can Protect Your Association/Non-Profit

By Rachel Luoma, MS, CAE

Let’s face it – if I say policies and procedures, most people will stop reading this blog, another group will yawn or shudder and a few (albeit very few) people get excited.

If you are one of those people who likes details, organization and I heart policyfacts, then this blog is for you.  If you are one of those people that prefers the big picture and doesn’t fancy structure, then this blog is a must read. Below are some things that are extremely important to ensuring that your association has crucial policies in place that will guide your leadership and staff and may help prevent issues with the IRS or other government agencies. Continue reading “Precision Policies Can Protect Your Association/Non-Profit”

Don’t Hound Tech Support

By: Amy Bean Napier

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Tech Assistant Sydney sniffing out the issues

Tech support is an interesting job to have.  No one understands exactly what you do and no one ever needs you until they NEED you and then they want you RIGHT NOW.  And they will keep hounding you until you stop what you are doing and help them!

At Partners, I perform many roles including tech support for our 28 employees.  I manage our server, keep the workstations running efficiently, manage software licenses, set up new equipment … and handle all technology emergencies that come up.  And with an office our size, those “emergencies” come up quite often which means I’m on call all the time! Continue reading “Don’t Hound Tech Support”

5 Contract Clauses to Never Overlook

By: Danielle Jessup

Contracts can be a scary task if you are not familiar with the different clauses and terminology used today. The APEX Contracts Accepted Practices is a great tool to keep on file and reference before signing any contract/agreement. Picture this, you sign a contract for a client’s meeting and didn’t review the function space in its entirety. You get onsite and the meeting room that you thought you had on a 24 hour hold is not available until that evening. So you, your staff and the conference materials now have to wait a full day to move into the “office space”. Something so small can set your meeting off to a bad start. Whether you are working on a large annual conference or a small board meeting contract, here are 5 clauses that you should never overlook. Continue reading “5 Contract Clauses to Never Overlook”

Networking 101: What You Thought You Knew… But Probably Don’t

by: Kim Barclay

Remember back in the late ‘80s, NBC had a public service campaign called “The More You Know”? The messages focused on education, social awareness, storm survival and basic information regarding day-to-day life skills.  I think that’s what we need for our daily business and work related interactions…specifically networking.  Networking is a skill that isn’t taught anymore and you can only learn from experience.  People don’t practice it, therefore they are horrible at it.  I can’t tell you how many times I have attended a networking event and people will not introduce themselves to the people they are sitting with, nor did they bring any business cards.

Here are some basic DOs and DON’Ts you may not know to successfully engage people in any networking situation:

Continue reading “Networking 101: What You Thought You Knew… But Probably Don’t”

KEEP IT FRESH: The Key to Great Staff Meetings

By: Eric Thorn

Most organizations have periodic staff meetings to share information 01and keep everyone’s efforts coordinated. It is very easy for these meetings to become routine and fall into a pattern or rut over time. If things become too routine, lapses of attention and yes, even the dreaded B word, Boredom, can occur. Continue reading “KEEP IT FRESH: The Key to Great Staff Meetings”

Partners’ Partners

By: Amy Bean Napier

At Partners, we work with many professional vendors and service providers that help us to better serve our clients and customers.  These companies and individuals go above and beyond to ensure that we are successful in all ventures we tackle for the company and clients.  We are really pleased to have Blake Dowling from Aegis Business Technologies be the first in a series of vendor interviews highlighting the products and services they help bring to our company.  Continue reading “Partners’ Partners”

Association Essentials – Frequently Asked Questions (FAQs) Document

By: William Lessley

4.25.14

 

Image Author: VistaICO.com, Creative Commons License 3.0

For a long time I used the phrase “If I get hit by a bus tomorrow…” to explain the reason for having documentation that outlines everything I do. Apparently this phrase makes some people nervous so now I’ve changed it to “If I win the lotto tomorrow…”

Working for an Association Management Company (AMC) has taught me many skills I hadn’t even thought of when I worked as part of a captive staff association. While our AMC has different departments, so much of what we do bleeds over and through every person who works here. Keeping not only members happy but also our clients happy is the job of every single person – no matter what their position. I think we’ve all been the victim of an out of date procedure manual at some point in our lives and it is not a fun place to be. Continue reading “Association Essentials – Frequently Asked Questions (FAQs) Document”