# AMR Management Services > An Association Management Company > Generated by All in One SEO Pro v5.0.3, this is an llms-full.txt file, used by LLMs to index the site. ## Posts ### [Blog](https://amrms.com/blog/) **Published:** June 2, 2022 **Author:** DeLaine Bender CAE **Content:** # The AMR Blog Association Management Resources -Thoughts, Tips and Tricks [![Handshake](https://amrms.com/wp-content/uploads/2022/06/HandShake.png)](https://amrms.com/building-blocks-for-long-term-partnerships/ "Building Blocks For Long Term Partnerships")### [Building Blocks For Long Term Partnerships](https://amrms.com/building-blocks-for-long-term-partnerships/ "Building Blocks For Long Term Partnerships") ##### By [Alison Miller](#molongui-disabled-link) \| Posted On: June 1, 2022 Our partners – sponsors and exhibitors – provide immense value to our association members through their thought leadership, products, and services. As an association, we want to make sure we foster our partnerships for mutually beneficial results. As you continue to develop your partnership program, look at innovative methods to gather feedback, show appreciation and… [Read More »](https://amrms.com/building-blocks-for-long-term-partnerships/ "Read More »") [![Frustrated Woman Looking At Computer](https://amrms.com/wp-content/uploads/2022/06/ExtremeAM2-1024x561.png)](https://amrms.com/association-meetings-and-keeping-your-sanity-in-an-environment-of-extremes/ "Association Meetings and Keeping Your Sanity in an Environment of Extremes")### [Association Meetings and Keeping Your Sanity in an Environment of Extremes](https://amrms.com/association-meetings-and-keeping-your-sanity-in-an-environment-of-extremes/ "Association Meetings and Keeping Your Sanity in an Environment of Extremes") ##### By [Molly Marsh](#molongui-disabled-link) \| Posted On: May 16, 2022 On one hand, it’s great that the demand has returned for in-person meetings and events. As association professionals we are ready to bring memberships back together for the community-building that is the vitality of associations and that can only be done when we meet face to face. At the same time, the demand for association… [Read More »](https://amrms.com/association-meetings-and-keeping-your-sanity-in-an-environment-of-extremes/ "Read More »") [![Working On A Desk](https://amrms.com/wp-content/uploads/2022/06/MC1BlogPhoto-1024x256.png)](https://amrms.com/using-your-associations-data-to-tell-a-story-4-steps/ "Using Your Association’s Data to Tell a Story: 4 Steps")### [Using Your Association’s Data to Tell a Story: 4 Steps](https://amrms.com/using-your-associations-data-to-tell-a-story-4-steps/ "Using Your Association’s Data to Tell a Story: 4 Steps") ##### By [Kerry McCreadie](#molongui-disabled-link) \| Posted On: March 18, 2022 When you think about data, what comes to mind? Excel spreadsheets with rows upon rows of numbers that are hard to decipher? Pie charts, graphs and other types that just share those numbers in different ways? Whatever image is in your head, it’s probably very number focused. Data doesn’t have to be so stoic and… [Read More »](https://amrms.com/using-your-associations-data-to-tell-a-story-4-steps/ "Read More »") [![Brain On A Stick](https://amrms.com/wp-content/uploads/2022/06/Brain-1024x405.png)](https://amrms.com/cognitive-restructuring-for-association-managers/ "Cognitive Restructuring for Association Managers")### [Cognitive Restructuring for Association Managers](https://amrms.com/cognitive-restructuring-for-association-managers/ "Cognitive Restructuring for Association Managers") ##### By [Molly Marsh](#molongui-disabled-link) \| Posted On: September 14, 2021 I was diagnosed with anxiety and depression in 2013, although I believe that I have been living with both for most of my life. 2020 and 2021 have been incredibly difficult and mental health professionals all around the world are tracking a significant increase in anxiety, depression, substance use and other mental health disorders. Of… [Read More »](https://amrms.com/cognitive-restructuring-for-association-managers/ "Read More »") [![Earth Wearing a Mask](https://amrms.com/wp-content/uploads/2022/06/CovidMask-1024x405.png)](https://amrms.com/covid-deja-vu/ "COVID Deja Vu")### [COVID Deja Vu](https://amrms.com/covid-deja-vu/ "COVID Deja Vu") ##### By [Molly Marsh](#molongui-disabled-link) \| Posted On: August 10, 2021 Headlines:Florida COVID Hospitalizations Break Record for 3rd DayNew Jersey governor announces statewide mask mandate in schoolsCalifornia Covid Cases Jump 50% In 24 Hours No, that’s not from April 2020, or even December 2020 at the height of the COVID-19 global pandemic. Those headlines are from August 2021 – over 17 months into the United States’… [Read More »](https://amrms.com/covid-deja-vu/ "Read More »") [![Team putting together branding graphic](https://amrms.com/wp-content/uploads/2021/02/Branding-1024x405.png)](https://amrms.com/nap-new-year-new-look/ "NAP – New Year, New Look!")### [NAP – New Year, New Look!](https://amrms.com/nap-new-year-new-look/ "NAP – New Year, New Look!") ##### By [Melanie Bowser](#molongui-disabled-link) \| Posted On: February 2, 2021 The beginning of a new year marks a time when many people make positive changes. This year, the National Academies of Practice (NAP) launched a new logo, new color scheme, and new tagline that we are confident will bring positive energy to our mission of advancing interprofessional healthcare! Great organizational brands are often simple, but… [Read More »](https://amrms.com/nap-new-year-new-look/ "Read More »") [![Change Spelled Out In Scrabble Tiles](https://amrms.com/wp-content/uploads/2022/06/Change-1024x405.png)](https://amrms.com/as-a-united-group-we-can-change-the-world/ "As a United Group We Can Change The World")### [As a United Group We Can Change The World](https://amrms.com/as-a-united-group-we-can-change-the-world/ "As a United Group We Can Change The World") ##### By [Mike Cooke](https://amrms.com/author/mike-cooke/) \| Posted On: June 8, 2020 “We stand against racism and violence and pledge to work alongside our staff, friends, families and community to help make the changes we all seek. At AMR we like to say that we are in the business of helping associations change the world. We abhor the tragic deaths of not only George Floyd in Minnesota… [Read More »](https://amrms.com/as-a-united-group-we-can-change-the-world/ "Read More »") --- ### [Robert’s Rules of Order: A Plain-English Guide for Association Boards](https://amrms.com/roberts-rules-of-order-a-plain-english-guide-for-association-boards/) **Published:** October 14, 2026 **Author:** DeLaine Bender CAE **Content:** I’ve conducted or sat in on more board meetings than I can count, and sometimes see boards struggle with using parliamentary procedure to help the meetings run efficiently. They know Robert’s Rules is important but find it clunky and uncomfortable when they don’t fully understand it. Volunteer board members are excited to serve their association, not to learn a 150-year-old procedural manual, so here’s my attempt at making Robert’s Rules more approachable and useful. **What Is Robert’s Rules of Order?** Robert’s Rules of Order is a manual of parliamentary procedure, first published in 1876 by Henry M. Robert, a U.S. Army officer who apparently got tired of watching meetings fall apart with no agreed-upon way to run them (or that’s my guess). Now it is the most widely used meeting guide in the country, adopted by everything from small association boards to the U.S. House of Representatives. The goal for Robert’s Rules is to create a shared set of rules to guide boards toward clear decision making. The [introduction to Robert’s Rules of Order](https://robertsrules.org/introduction "View Roberts' Rules") lays out core principles behind the system: - **Majority rule**. Decisions reflect what most of the group wants. - **Minority rights**. People who disagree still get heard. - **One thing at a time**. The group discusses one motion before moving to the next. - **Equal rights**. No single member controls the outcome. - **A clear record**. The organization keeps a record of what was decided and how. Once you see the rules through that lens, the formal language of Robert’s Rules makes a lot of sense for association boards. **The Motion-to-Vote Sequence** The most frequent and practical use of Robert’s Rules in associations comes down to how a motion moves from an idea to a decision. Here’s the basic sequence: 1. **A member proposes a motion**. Someone says, “I move that we approve the proposed budget for next fiscal year.” This is the motion, and it can be made by any voting member of the board. 2. **Another member seconds it**. Someone else says, “I second the motion.” This confirms that at least one other person thinks the idea is worth discussing. Seconding a motion isn’t necessarily confirmation of support, just that the matter should advance to discussion. 3. **The chair opens debate**. The presiding officer, usually the board chair or president, invites discussion. After being called upon by the chair, members speak for or against the motion, one at a time, addressing their comments to the chair rather than to each other directly. This small formality helps keep disagreements from turning personal. 4. **The group votes**. After discussion, a vote begins. Most motions are decided by a simple majority vote. A handful of actions, like amending the bylaws, require a higher standard. The bylaws should spell out the required threshold. 5. **The chair announces the result**. “The motion passes” or “the motion fails,” and the board moves on to the next item. That covers the most common needs of an association board. Amendments, postponing a vote, tabling a motion, etc. are variations on the basic structure. **Terms Worth Knowing** These three terms come up most frequently and are worth understanding: - **Quorum**. The minimum number of members who need to be present for the board to take binding action. The bylaws set this number, often a simple majority of the board. No quorum means no official decisions, even if everyone in the room seems to agree. - **Table a motion**. To set a motion aside for the moment, usually to deal with something more urgent first. It doesn’t kill the motion; it just pauses it. - **Point of order**. A way for any member to flag that the meeting isn’t following its own rules, like if someone is talking without being recognized by the chair. It’s meant to be a quick, neutral correction, not a confrontation. **Why Parliamentary Procedure Matters** It’s tempting to treat parliamentary procedure as a formality you can skip. In practice, it matters, and it matters most in the moments when people don’t agree. A clear process protects the board when a vote is close, when a decision gets challenged later, or when a member who was not in the room needs to understand how something was decided. It also protects your association’s governance overall. Clear minutes, documented motions, and a record of votes give your board, and any outside auditor or legal counsel, a trail to point to if a decision is ever questioned. At AMR, we often provide the chair with talking points or a cheat sheet to describe the steps in Robert’s Rules. It’s not meant as a script, but as a useful guide so the board doesn’t miss a beat when things are happening quickly. Many a board president has thanked me post-meeting when the step-by-step helped keep a controversial issue from derailing an otherwise productive meeting. This is one of the points where we, as association management professionals, earn our keep. Volunteer board members rotate in and out every few years. They rarely arrive with parliamentary procedure experience, and they shouldn’t have to. That’s exactly where our skilled staff makes the difference. Association management professionals, especially those who hold the Certified Association Executive (CAE) credential, are trained to understand governance structures and to translate them for volunteers. We know how to coach a chair through a sticky motion before the meeting starts, how to draft minutes for proper documentation, and how to build a governance orientation that resonates with new board members. This behind-the-scenes guidance is a big part of what keeps a volunteer board functioning smoothly. At AMR, this is baked into how we support client boards. [Our team of experts](https://amrms.com/the-amr-team/ "Meet the AMR team") regularly helps volunteer leaders run cleaner, more confident meetings. We’ve written before in the AMR Blog about what it takes to [keep a board engaged](https://amrms.com/the-art-of-engaging-your-association-board-7-top-strategies-for-success/ "Learn more about board engagement") and moving forward rather than [stuck in circles](https://amrms.com/adaptive-governance-how-association-boards-move-from-approval-to-agility/ "Don't get stuck in the loop"). **Keep it Simple and Consistent** A simplified, board-friendly version of Robert’s Rules works fine for the vast majority of nonprofit and association boards, who adapt it to fit their own culture and size. The full parliamentary process is useful, but generally not necessary in the day-to-day. What matters more than strict formality is consistency: use the same basic process every time, document it in your process manual or policies, and make sure new board members are well-oriented before their first meeting so everyone feels comfortable. With that said, if your association regularly deals with contentious board votes, complex bylaws changes, or has a large voting body, it may be worth bringing in outside expertise. The [National Association of Parliamentarians](https://www.parliamentarians.org/new-members "Learn more about parliamentarians") credentials professional parliamentarians and offers resources for organizations. **The Bottom Line** Robert’s Rules can feel complex, but the actual idea is simple: one conversation at a time, a fair vote, and a clear record of what happened. And as association management professionals, our suggestions to apply the concept are equally simple: teach new board members the basic motion-to-vote sequence, consistently follow the process, keep a cheat sheet handy during meetings for questions, and lean on professional staff who already know the processes. That’s exactly what a good association management partner is for. If your board is looking for professional management or could use help building orientation materials or governance processes, AMR is here to help. We offer [full-service association management](https://amrms.com/association-management-services/ "View Our Services") as well as [consultative services](https://amrms.com/consultative-services/ "View our a la cart consultative sercives") engagements to help you succeed. **Categories:** Blog Posts **Tags:** Association Management, Best Practices, Board Tips --- ### [Why AI Policy Looks Different for an AMC ](https://amrms.com/why-ai-policy-looks-different-for-an-amc/) **Published:** October 8, 2026 **Author:** Rachel Hight **Content:** *Part 2 of an ongoing series on [AI strategy and leadership](https://amrms.com/a-people-first-ai-strategy-for-associations/ "View Part 1 here") at AMR Management Services* If you work at a traditional company, AI policy is mostly about what tools your team can use and what kind of information they can put into those tools. That is important, but it is relatively straightforward. At an association management company, the challenge is more complicated. And understanding why starts with understanding how AMCs like AMR are actually structured. **The Shared Services Model** AMR operates under a shared services model. That means in addition to the account team, our extended team is made up of specialists: CPAs, graphic and website designers, event managers, membership experts, etc. who work across multiple client associations. This structure creates real value for our clients. A small professional association can have a credentialed CPA managing their finances without paying for a full-time finance director. An executive director on our team might support two associations, bringing experience and best practices across both of them. Clients get expertise they could not afford to hire on their own, and they only pay for the portion of that person’s time their association actually needs. But it also creates a responsibility that shapes everything we do, including how we approach AI. **Accreditation Means Separation Is Not Optional** AMR is charter [accredited through the AMC Institute](https://www.amcinstitute.org/accreditation- "Learn more about AMCI Accreditation"), which sets professional standards for how association management companies operate. One of those standards is that client data must remain separate. No commingling of bank accounts or databases. Each client association operates as its own distinct entity in our systems. [That standard exists for good reason](https://amrms.com/why-choosing-an-accredited-association-management-company-is-crucial-for-your-organizations-success/ "Learn why accreditation is important when choosing an AMC"). Our clients trust us with their member data, their finances, their board communications, and their organizational history. A breach of that separation is not just an operational problem. It would be a violation of the trust and commitment to partnership that makes the AMC model work. So, when we started thinking seriously about AI, the question was never just “what tools should we use?” The question was “how do we use AI tools in a way that holds up against the same standard we apply everywhere else?” **Projects Are a Good Start** The good news is that the major AI platforms are moving in the right direction. Both Claude and ChatGPT now have functionality called [Projects](https://www.wyattworks.ai/blog/chatgpt-projects-vs-claude-projects "Learn more about Projects"), which allow you to create separate, contained workspaces for different clients or purposes. Within a project, you can load specific context like a client’s brand voice, mission statement, communication style, and strategic priorities, so that the AI’s outputs are grounded in that client’s world. This matters more than it might seem at first. Consider a team member who works with two very different clients. Without separate project workspaces, an AI assistant might blend context from both, starting a draft email with “Hi Dr. Smith” for a client that serves accountants or government agencies, not physicians. That kind of error is more than a nuisance. It would signal to clients that their work is not being handled with the care and attention they are paying for. Projects help prevent that. They are a meaningful first step toward building client separation into how our team uses AI day to day. **The Harder Problem** The more complex challenge is what comes next. AI tools are increasingly able to connect to other platforms: your email, your design tools, your accounting software, and your membership database. That kind of integration is where AI starts to deliver real operational value, not just better drafts. But for an AMC, that integration layer is where the value gets very real and the separation question gets genuinely difficult. A team member supporting three clients might work across three different Canva accounts, three QuickBooks Online instances, three email platforms, and three association management databases. Connecting AI to any of those in a way that keeps each client’s data contained, and makes sure the AI is only drawing on the right client’s information at any given moment, is a challenge we are actively working to solve One area we are actively exploring is third-party connector platforms like [Zapier](https://zapier.com/blog/ai-integration/ "Learn more about using AI with Zapier") and other MCPs, which are designed to bridge AI tools with the other software your team already works in. The appeal is that connectors can [create structured, rules-based pathways between tools](https://fenxi.fr/en/blog/mcp-model-context-protocol-connecting-ai-business-tools-2026/ "Learn more about MCPS"), which may offer a way to maintain client separation while still unlocking the kind of deep integration that makes AI genuinely useful day to day. **What We Are Committed To** AMR does not have a perfect answer yet. What we have is a clear standard: whatever approach we land on must hold up to the same separation requirements we apply everywhere else. We are not going to move fast on AI integration at the expense of the trust our clients place in us. As we work through the policy questions, pilot new tools, and figure out what responsible AI integration looks like for a shared services AMC, we will keep sharing what we learn. We suspect we are not the only AMC asking these questions, and the more we can work through this openly, the better it is for the whole industry. If your association or AMC is navigating the same terrain, [we would like to compare notes](https://amrms.com/contact-us/ "Visit Our Contact Form Today!"). Follow along as we continue sharing what we learn in this series. **Categories:** Blog Posts **Tags:** AI, Association Management, Best Practices --- ### [AMR Meet The Expert: Essentials of Association Finance](https://amrms.com/amr-meet-the-expert-essentials-of-association-finance/) **Published:** September 28, 2026 **Author:** AMR Management Services **Content:** In our Finance Meet the Experts video, AMR Controller Bill Ray shares some of the essentials of Association finance and how dedicated expertise can take your Board from understanding the numbers, to making dynamic financial decisions. **Categories:** Blog Posts **Tags:** Best Practices, Finance, Meet The Expert --- ### [Stand-Alone or AMC? How to Choose the Right Model for Your Association](https://amrms.com/stand-alone-or-amc-how-to-choose-the-right-model-for-your-association/) **Published:** September 24, 2026 **Author:** DeLaine Bender CAE **Content:** If your association has lost executive staff or is at the point where volunteers are burning out, someone on your board has probably asked this question: do we build our own staff, or do we partner with an association management company (AMC)? Here’s the short answer. Building your own staff, whether just an executive director or hiring a full team, usually works best for large associations with complex needs and the budget to support it. This is often referred to as the stand-alone association model. An AMC tends to be a better fit for associations that need a wide range of skills but are limited by a small to mid-sized budget. Most of the associations I talk with are somewhere in between, and that’s where the decision gets interesting. As AMR’s Chief Growth Officer, I’ve had this conversation with a lot of volunteer leaders. Let me walk you through how I think about it. ## First, What Is an AMC? The [AMC Institute](https://www.amcinstitute.org/ "Visit the AMCI Website") describes AMCs as for-profit businesses that manage not-for-profit associations to help them grow and prosper. It’s not a new idea. The industry is more than 100 years old, and there are hundreds of AMCs worldwide today. Some of them, like AMR, are [accredited by the AMC Institute](https://www.amcinstitute.org/accreditation- "Learn More About Accreditation"). An AMC is a professional services firm that manages associations. Think of it a bit like working with an accounting firm or a law firm, but broader, where you have a team of dedicated and shared service professionals to support you. If you want the longer version, we wrote up how our own team explains it in [What Is Association Management?](https://amrms.com/what-is-association-management/ "Learn more about association management from our blog.") | | **Stand-Alone** | **Work with an AMC** | |---|---|---| | **Who manages the work** | Your board hires, pays, and supervises an executive director, who then hires and manages the rest of the staff | The AMC employs and manages the team, and your board sets the direction | | **Skills you get** | An executive director, plus whichever specialists you hire for finance, events, marketing, membership, website, etc. | An executive director and support team with finance, events, marketing, web, and membership expertise | | **What you pay for** | Salaries, benefits, and payroll taxes for every position on staff, plus office space, utilities, equipment, software, furnishings, etc. | A monthly fee based on the services you need, which includes assigned staff and overhead shared across clients | | **When someone is out** | Work waits, or other staff and volunteers step in | AMC teammates step in to cover | | **Time from your board** | More HR, payroll, and performance review work, across an entire staff | More time for strategy and governance | | **Best fit** | Large budgets and more complex operations that can support a full team | Small to mid-sized budgets, or any association that wants a full team without building one | ## What Does It Cost? **Cost is often the first question boards ask, and it’s not simple.** In a stand-alone, every position on the staff adds salary, benefits, and payroll taxes. Then you add the workspace, equipment, and software they all need. With an AMC, personnel and overhead costs are split across the AMC’s client base, so you get experienced people without carrying the full cost of each one. At AMR, we charge a fixed monthly fee based on the scope of services, with some pass-through costs, like travel, billed separately. **Is an AMC cheaper?** Honestly, it depends on your size and what you need. If you’re weighing stand-alone against an AMC, look at real benchmarks. ASAE publishes [compensation and benefits data](https://www.asaecenter.org/resources/books-and-benchmarking/compensation-and-benefits "Learn more about compensation and benefits from ASAE Center") that can help you see what a chief staff executive and other positions cost for an association like yours. Create a written scope of the services your association needs and submit it to a few AMCs so you can compare apples to apples. **Skills matter as much as cost.** Even a well-staffed stand-alone team has gaps, and hiring for each one adds cost. An AMC gives you access to expertise when you need it. ## What About Your Board’s Time? **In a stand-alone, volunteer boards take on the job of being an employer.** Someone must oversee the executive director, handle pay decisions across the whole staff, and manage hiring when a key person leaves. That’s real time, and it comes straight out of the time your volunteers have for the mission. Boards can end up stuck in meetings without moving forward. Our post on [adaptive governance](https://amrms.com/adaptive-governance-how-association-boards-move-from-approval-to-agility/ "Learn more about Governance from our blog") gets into this. Staffing worries are a big part of what pulls boards away from strategy. There are advantages to a stand-alone, like staff who work only for your association, and full control over who you hire and how the office runs. But it can be a heavy lift for volunteer leaders to manage. ## What Are the Trade-offs of an AMC? AMCs strive to provide consistent, high-quality support and can provide deep expertise in association management. Many firms, AMR included, have sophisticated processes and focus on hiring expert specialists who have extensive training on how to apply that knowledge specifically to nonprofit organizations. Continuity at the executive staff level is also a big plus. One of our clients came to us after their executive director departed suddenly, and AMR was able to swiftly take over the role and keep services going without a hitch. The AMC model gives you access to a wider staff and the systems that come with it, but you will share resources with other associations and tie your mission’s success to the quality of the AMC. That is why culture fit matters so much. Working with an AMC means: - Your team also serves other clients, so you’ll want a clear scope of services and a named team lead. - You’re trusting the AMC’s people and processes, so you should check client references. - You need a good fit on expectations, not just price. ## Which One Fits Your Association? Here are some questions your board could answer together. - **How big is our budget, and what will it be in three years?** Smaller budgets and growing groups often get more value from shared resources, and an AMC can scale services up and down as needed. - **How many different skills do we need?** If the list includes events, finance, website, marketing, and membership, you’ll need an AMC partner with a full-service model. - **Do we require experience in our profession or industry?** If so, a stand-alone or a hybrid model (association-employed executive director with AMC support) could be an option. Many AMCs, including ours, have deep experience in specific fields, so ask about it. - **How much time can our volunteers give?** If they’re already stretched, adding stand-alone staff management may be too much. - **Do we want a hands-on partner or a fully in-house team?** Both are valid. It’s about preference and comfort level. If you’d like a neutral outside view before you decide, AMR’s [consultative services](https://amrms.com/consultative-services/ "Check out our consultative services") are built for exactly this. And if you’d like to see how our full-service work looks in practice, you can browse our [case studies](https://amrms.com/case-studies/ "View our Association Management Case Studies.") or read about [what we do](https://amrms.com/association-management-services/ "Learn more about our association management services"). ## Frequent Questions Boards Ask **Do we lose control if we use an AMC?** No. Your board still sets the vision, the budget, and the priorities. The AMC carries out the work and brings expertise. Being open about money and results helps here too. We shared some tips on that in [6 Strategies to Boost Association Financial Transparency](https://amrms.com/association-financial-transparency/ "Learn more about financial transparency for assoications"). **Is an AMC only for tiny associations?** Not at all. The industry supports groups with budgets from under $100,000 to many millions of dollars. Budget size is only one piece of the puzzle. **Can we switch later?** Yes, in either direction. Some associations start with an AMC and later build their own staff, and some do the opposite. What matters is choosing the model that fits where you are now. ## The Bottom Line **There’s no one right answer.** A stand-alone model can be the right call for a larger, more complex association with the resources to lead and support it. An AMC can give a newer or growing association a full team, steady coverage, and more time for the board to think about the future. Whatever you choose, take your time, compare real costs, and talk to people who’ve done both. --- ## About AMR Management Services **Weighing a stand-alone staff against an AMC?** AMR Management Services is an accredited, full-service association management firm supporting national and international association clients of all sizes. [Contact us today](https://amrms.com/contact-us/ "Visit our contact form.") and we’ll help you compare your options, even if the answer isn’t us. **Categories:** Blog Posts **Tags:** Association Management, Working With An AMC --- ### [AMR Meet The Expert Video: Helping clients prepare for an uncertain future](https://amrms.com/amr-meet-the-expert-video-helping-clients-prepare-for-an-uncertain-future/) **Published:** September 21, 2026 **Author:** AMR Management Services **Content:** In our Meet the Experts video on applying the [ASAE Foundation’s ForesightWorks](https://foundation.asaecenter.org/research/foresightworks/) program, resident experts Lisa Thompson and Emily Lane highlight how this important program is helping one of AMR’s clients prepare for an uncertain future. **Categories:** Blog Posts **Tags:** Association Management, Best Practices --- ### [AMR Meet The Expert Video: The Importance of Strategic Planning for associations.](https://amrms.com/amr-meet-the-expert-video-the-importance-of-strategic-planning-for-associations/) **Published:** September 8, 2026 **Author:** AMR Management Services **Content:** In this brief video, one of AMR’s board leadership and facilitation experts, Jeremy Johannesen, discusses the importance of strategic planning and offers some important reminders about the consistent partnership required to implement strategic plans effectively. **Categories:** Blog Posts **Tags:** Best Practices, Meet The Expert, Strategic Planning, Video --- ### [6 Strategies to Boost Association Financial Transparency](https://amrms.com/association-financial-transparency/) **Published:** September 16, 2026 **Author:** AMR Management Services **Content:** Showing members and sponsors that your association is worthy of their trust takes more than just good intentions. It takes real, visible financial stewardship. When budgets tighten or [times get uncertain](https://amrms.com/why-traditional-strategic-planning-fails-in-uncertain-times/), open communication and clear financial records are what truly give people confidence in your mission. Being proactive and transparent about your finances is one of the best ways to build long-lasting trust with the people who support you. Association accounting exists for exactly this reason—making accountability possible. This guide walks through six practical ways your team can put that transparency and accountability on display, starting today. ## 1. Publish your core financial statements and Form 990 Rather than asking members or sponsors to dig through your site to find basic financial information, put it where they’ll actually see it. A few ways to do this include: - **Pointing people to your tax returns.** As [Jitasa](https://www.jitasagroup.com/jitasa_nonprofit_blog/form-990-filing/ "Lear more about form 990 from Jitsa") explains, all tax-exempt organizations’ returns are required to be public for at least three years after filing. The IRS publishes these forms automatically on their website, but consider linking to your most recent one on your website so it’s easier to find. - **Share your** [**core financial statements**](https://www.jitasagroup.com/jitasa_nonprofit_blog/nonprofit-financial-statements/ "Learn more about financial statements from Jitsa")**.** Consider attaching your year-end financial statements to your annual report, or give them a place on your website alongside your tax return. Depending on the nonprofit entity, these statements could include: - **Statement of activities:** The nonprofit equivalent of a for-profit income statement, it tracks your revenue, expenses, and changes in net assets over a year. - **Statement of financial position:** Also known as a balance sheet, it lists your assets, liabilities, and net assets to show a snapshot of your current financial health and growth potential. - **Statement of cash flows:** This report tracks cash moving in and out of your organization via operating, investing, and financing activities. - **Statement of functional expenses:** This nonprofit-specific report categorizes your spending into program, administrative, and fundraising expenses to demonstrate how each cost furthers your mission. - **Provide financial information in your impact report.** If you publish an annual impact report, consider including some financial information. This is especially useful if you don’t want to publish your core statements or want to add context to the numbers. You can tell the full financial story, including concrete metrics on how your spending benefited the association’s activities overall. Sharing these documents signals that you’re complying with disclosure rules and being highly transparent about doing so. Sponsors evaluating a future partnership notice that difference. ## 2. Make your financial data visual Most association members and sponsors aren’t accountants. When they review financial statements, they may get lost in the line items, meaning your reports don’t fully demonstrate your financial situation. Instead of publishing numbers and hoping people read them, translate them by: - **Turning key figures into simple charts.** Pull the handful of numbers that matter most to your audience out of your financial statements and put them in your annual report as graphs. - **Connect funds to outcomes.** Show what a given amount actually funded (such as a new batch of [online courses](https://blog.topclasslms.com/asynchronous-online-courses "Learn more about asynchronous courses from Top Class LMS"), a conference, or an advocacy campaign) so that members can see your impact. Sharing your organization’s progress and accomplishments through engaging impact reports that present qualitative and quantitative insights is one way to deepen your relationships with your supporters and members, leading to long-term funding sustainability. ## 3. Talk openly about the policies behind the numbers Your internal financial policies guide the staff and the board. There are a few processes your external supporters likely want to hear about because they touch decisions that directly affect them. Here are some policy-related talking points worth communicating clearly: - **Privacy policy:** Be specific about how member and financial data is collected, stored, and used. - **Unbudgeted revenue and expense.** If something unusual comes up — a large unrestricted gift, an unexpected expense, etc. — supporters want to know you have a policy for the process. - **Conflicts of interest.** Explain how your organization identifies and manages these situations. - **Audits.** Share the outcome of your most recent independent financial audit conducted by an external auditor, or explain your audit policy if you haven’t had one recently. - **Financial setbacks.** If your organization hits a rough patch, say so, and explain how your reserve fund and budget adjustments are getting you through it. Building a routine around sharing these updates, such as once a quarter, does two things. First, it normalizes financial conversations rather than making them feel like emergency announcements, and, second, it keeps these practices intact even as board members and staff rotate through your association. One useful habit is to [map out a range of possible scenarios](https://amrms.com/scenario-planning-preparing-for-multiple-futures/ "Learn more about scenario planning from our blog") ahead of time, so you already have a plan when conditions shift. ## 4. Keep restricted funds separate from your general budget When a sponsor or contributor earmarks a gift for a specific purpose, they want proof that those funds went to that initiative. To make sure they do, nonprofits **track restricted and unrestricted revenue as separate categories.** A fund accounting system accurately records and organizes restricted versus unrestricted funds, so your balance sheet clearly reflects that split. When supporters can see that their [designated gifts](https://www.jitasagroup.com/jitasa_nonprofit_blog/restricted-funds/ "Learn more about restricted funds from Jitsa") were tracked and spent exactly as intended, they’re more likely to contribute again and often to give more. ## 5. Separate program costs from overhead Members want to understand what exactly their dues fund, and breaking spending into two clear buckets makes this possible. **Program expenses** cover the things members joined for: educational programs, [events](https://amrms.com/association-event-costs/ "Learn more about the cost breakdown of events from our blog"), industry resources, advocacy work, and member-facing tools like [mobile engagement platforms](https://clowder.com/blog/member-engagement-software "Learn more about clowder"). **Overhead** covers what keeps your organization running: governance, legal compliance, and general administrative costs of operating an association. Remember that members and sponsors feel the expense shifts your association experiences when their dues and fees change. When you can point to specifics (e.g., “catering minimums went up this year, so here is how we adjusted”) instead of a vague “costs went up,” members trust your numbers because they can see where they came from. It’s also worth reframing how you talk about overhead itself. The cost of operating an association is essential to your mission, though indirectly. Framing it that way in your [communications](https://amrms.com/member-communication-strategies/ "Learn a few communication strategies from our blog") removes any suspicion members bring to that line item. --- Boosting financial transparency is a fundamental way to strengthen your overall [value proposition](https://amrms.com/value-of-association-memberships/ "Learn more about the value of association memberships form our blog") to your members. Consistently publishing reports, visualizing data, and communicating open processes proves to members and sponsors that their contributions are handled with integrity. When supporters see the direct impact of their investment, their trust in and perceived value of your organization naturally grow. [Contact AMR today](https://amrms.com/contact-us/ "Contact Us") to see how we can help your association change the world. **Categories:** Blog Posts **Tags:** Association Management, Best Practices, Finance --- ### [How AMR Is Approaching AI: A Framework Built for People, Not Just Technology](https://amrms.com/a-people-first-ai-strategy-for-associations/) **Published:** September 9, 2026 **Author:** Rachel Hight **Content:** This is *Part 1 of an ongoing series on AI strategy and leadership at AMR Management Services* Artificial intelligence is not going away. Most of us already know that. What is less clear for a lot of organizations, including [association management companies](https://amrms.com/association-management-company-at-work/ "Learn more about how we work") like ours, is how to approach it in a way that is responsible, sustainable, and actually useful to the people we serve. At AMR, we are in the early stages of building that approach and working towards operationalizing AI. This is the first post in an ongoing series where we will share how we are thinking about AI, what we are working on, and what we are learning along the way. We do not have all the answers yet. But we have a plan, and we think it is worth sharing. **Starting with a Foundation, Not a Shortcut** The first thing we decided early on was that we were not going to [chase AI tools for the sake of it](https://sidecar.ai/blog/start-with-reality-why-deployment-first-beats-technology-first "Learn more about this from Sidecar"). There are a lot of options out there, and new ones appear every week. Without a clear framework, it is easy to end up with a patchwork of tools, inconsistent practices, and real risk to the clients who trust us with their data. So, we are starting with the foundation. That means defining which tools our team is approved to use, how we handle client data within those tools, and what guardrails need to be in place before anyone uses AI in a client-facing context. We are also developing a formal internal AI security and data privacy policy, as well as a set of recommendations that our clients can adapt for their own organizations. This is not about limiting what people can do. It is about creating a structure that makes it safe to experiment, so that creativity has room to operate without putting anyone at risk. **Meeting Employees Where They Are** We also recognize that [not everyone on our team feels the same way about AI](https://associationsnow.com/2025/06/is-your-association-ready-for-ai-a-strategic-roadmap-for-sustainable-innovation/ "Learn more about an AI Strategic Road Map"). Some people are excited and already using tools regularly. Others are skeptical, overwhelmed, or worried about what AI means for their role. Both of those reactions are completely valid. Our goal is not to force the same level of adoption. It is to make sure everyone has access to the same information, the same approved tools, and the same opportunities to learn. We are building out a regular cadence of knowledge-sharing sessions and creating a simple way for staff to submit ideas for how AI could help with their day-to-day work. If you have an idea for how a repetitive task could be handled differently, we want to hear it. When there are opportunities to operationalize a process with the support of AI, we want to explore those to make everyone’s lives easier. We also take seriously the real environmental impact of AI, including energy consumption and resource use. These are legitimate concerns and ones we factor into how we roll out AI. The way we see it, [using AI more intentionally and efficiently is part of using it responsibly](https://sidecar.ai/blog/ai-environmental-impact-association-framework "Learn more about AI environmental impact from Sidecar"). That also means being knowledgeable on tools already built into the platforms we are using today. **Building Custom Solutions That Actually Serve Our Clients** Beyond internal adoption, we see a real opportunity [to deliver meaningful value to our clients through AI.](https://www.thisisbuild.com/blog/ai-for-association-management-a-guide-to-boost-efficiency/ "Learn more about AI For Associations From This Is Build") Not generic tools dropped into their operations, but thoughtfully scoped solutions designed around their specific needs. We are developing a structured process for this. Before any client-facing AI project moves forward, it goes through a clear evaluation: What problem are we solving? What does success look like? How complex is the build, and what does ongoing support require? Does this solution have value for other clients, or is it unique to this one? That last question matters a lot. When we build something that could serve multiple clients, we invest accordingly. When a solution is highly specific, we price and scope it that way. The goal is to be efficient without being generic, and to make sure every client-facing AI project is grounded in real value, not novelty. **What Comes Next** Over the coming months, we will be sharing updates on this effort, including what we learn from our first internal pilot projects, how our AI security and data privacy policy comes together, and early results from any client solutions we develop. We will also be asking questions of our employees and our client leaders, working with consultative partners, and engaging with our vendors to leave no stone unturned. This is a process we are building in the open, and the people closest to the work will help shape it. There is a lot more to come. Stay tuned. *Have questions about AMR’s AI strategy or want to share feedback? [Contact us today](https://amrms.com/contact-us/ "Contact Us Today"). We will address common questions in future posts in this series.* **Categories:** Blog Posts **Tags:** AI, Association Management, Best Practices --- ### [AMR Management Services Welcomes International Window Film Association as New Client](https://amrms.com/amr-management-services-welcomes-international-window-film-association-as-new-client/) **Published:** September 1, 2026 **Author:** AMR Management Services **Content:** LEXINGTON, KY (September 3, 2026) — AMR Management Services (AMR), a leading association management company dedicated to *Helping Associations Change the World*®, is pleased to announce that it has been selected as the new association management partner for the [International Window Film Association (IWFA)](https://iwfa.com/ "Visit the IWFA Website"). ![The International Window Film Association Logo](https://amrms.com/wp-content/uploads/2026/07/IWFA.png) IWFA is a nonprofit organization dedicated to advancing the window film industry through education, advocacy, industry standards, and consumer awareness. Representing manufacturers, distributors, dealers, and industry suppliers, IWFA promotes the benefits of window film, including energy efficiency, safety and security, sustainability, comfort, and protection from harmful UV rays. “We are honored to partner with the International Window Film Association, which brings together innovators helping shape the future of building solutions,” said Nick Ruffin, CAE, AMR President and Chief Executive Officer. “We are excited to provide the operational and strategic support that will enable IWFA to expand its impact as the voice of the window film industry.” “Selecting AMR gives IWFA access to a team with deep expertise in association operations and strategic execution,” said Steve Fricker, IWFA President. “AMR’s track record of helping associations grow and adapt to changing industries made them a natural fit, and we are eager to continue building on the momentum and exploring opportunities ahead.” IWFA joins more than 25 associations that have chosen AMR as their trusted management partner. Through the partnership, AMR will provide comprehensive association management services to support governance, membership growth, communications, education programs, meetings, and long-term strategic objectives. **About AMR Management Services** AMR Management Services has been *Helping Associations Change the World®* since 1997. AMR is a charter accredited association management company that helps national and international trade associations and professional societies grow, engage members, and achieve their missions. AMR provides full-service association management solutions, including executive leadership, membership development, financial management, meetings and events, marketing and communications, technology, and strategic consulting services. **About International Window Film Association** The International Window Film Association is a nonprofit trade association representing the interests of the window film industry worldwide. IWFA works to educate consumers, policymakers, and industry professionals about the benefits of window film while supporting member companies through advocacy, technical resources, professional development, and industry standards. For more information, visit iwfa.com. **Categories:** Press Releases --- ### [Assessing the Quality of Your Member Experience: A Quiz](https://amrms.com/association-member-experience/) **Published:** September 2, 2026 **Author:** AMR Management Services **Content:** # Assessing the Quality of Your Member Experience: A Quiz Your association invests time, energy, and resources into delivering a [great experience to your members](https://amrms.com/value-of-association-memberships/). But when was the last time you paused to ask if your efforts are actually working? Sometimes, the best way to answer that question is to look inward. Reflecting on your member experience can help you identify gaps and plan your next steps more effectively. Use this quiz to evaluate some core elements of your engagement strategy, such as your communication, events, member benefits, and online community. Don’t stress, it’s not a pass/fail test! Instead, it’s a practical way to uncover growth opportunities. You’ll walk away with a clearer picture of what’s working, what needs attention, and what steps to take next. ![](https://amrms.com/wp-content/uploads/2026/08/image.jpeg) ## Are we frequently communicating with members, and do they engage with our outreach? Regular communication is foundational to a strong member experience. When members hear from your association consistently, they feel informed and included. [Communicating across multiple channels](https://blog.imis.com/member-engagement "Learn more about member engagement from IMIS") can help your association reach more members and share a variety of content. For instance, you could share an infographic about member benefits on social media and long-form educational articles on your website. Also, strategic communication helps reinforce your association’s value, highlight relevant opportunities, and become a regular part of your members’ lives. Without it, even the most compelling benefits and resources can slip under the radar, leaving members unable to see the full value of their membership. Plus, communication efforts are measurable, making it easier to adjust your strategy based on engagement data. Ask yourself: - Do we reach out to members consistently (e.g., weekly, monthly, quarterly)? - Are we using multiple communication channels to reach members? - Do we send relevant opportunities and content to different segments based on shared characteristics and interests? - Are our open and click-through rates (CTR) steady or improving, indicating that people are opening our emails and clicking on the links in them? - Do members ever proactively reply to our emails, surveys, messages, or posts on our online community? - Do we provide a mix of informative updates (like organizational news), educational content (like industry insights or resources), and member-centered content (like community highlights and peer stories)? If most of your answers are “no” or “sometimes,” your communication cadence or relevance may need some work. ## Do members actively engage with our online community? Online communities can be powerful hubs where members connect, find events, and leverage learning opportunities. A vibrant community space gives members a platform to collaborate, ask questions, and build relationships outside of formal programming. Active participation in these spaces often correlates with higher overall member engagement and retention. However, the success of your online community depends on the resources it provides and consistent member participation. Your [online community platform](https://clowder.com/blog/online-community-software "Learn more about the chowder community platform") will likely provide [insightful analytics](https://amrms.com/member-engagement-analytics/ "Learn why analytics are important from our blog"). Using that information, you can answer the following questions: - Do members engage with different areas of the community platform, such as forums, event listings, learning modules, and resources? - Are new discussions often initiated by members (not just staff)? - Are questions posted in forums or groups typically answered by peers? - Do members build ongoing relationships through direct messaging, discussions, or cohort learning? - Does the number of active members outperform the number of passive members in the community? If activity is low or heavily staff-driven, it may be time to rethink your online engagement strategy. For instance, maybe a staff member could post weekly seed content, such as a poll or discussion question, or you could award points and badges for active participation. ## Are our events driving meaningful participation? Whether virtual or in-person, events create lasting value by helping members gain relevant knowledge, advance their careers, and connect with peers who have similar interests or challenges. Events can also play a big role in encouraging renewals and word-of-mouth referrals. Analyzing event metrics provides actionable insights into member satisfaction and which types of gatherings drive greater engagement. Work with your event planning team to answer these questions: - Do we offer a variety of event formats (e.g., conferences, webinars, networking meetups) to appeal to different preferences? - Does our event programming address the various needs and interests of different members? - Are our attendance rates for virtual and in-person events strong? - Do members come back for additional events? - Are attendees actively participating during events through features like Q&A, polls, or chat? - Do we regularly collect and review member feedback after events? If participation is stagnant or feedback is lukewarm, your [event strategy](https://amrms.com/association-event-planning-questions/ "View some event strategies from our blog") might need some attention. To turn things around, start by asking your members directly what they want to see, rather than guessing. Don’t be afraid to pilot low-stakes ‘micro-events’ to test new topics or formats, and ensure your marketing clearly communicates the concrete value attendees will get out of showing up. ## Do members understand and value their benefits? Benefits are one of the most tangible ways associations deliver value to members, but they only drive engagement when they’re clearly communicated and actively used. Members who understand how to access and leverage their benefits are more likely to renew, advocate for your organization, and participate in programming, while underused benefit programs have the opposite effect. Clarity and visibility are key to ensuring your benefits offer a meaningful member experience. Review your survey data, onboarding materials, and website analytics, and if you’re not already using one, consider [investing in an engagement management system (EMS)](https://blog.imis.com/what-is-an-engagement-management-system-ems "Learn more about EMS from IMIS") to centralize all member engagement data. The right technology will help you create a positive experience and make adjustments based on these questions: - Are member benefits clearly communicated upon joining and during renewals? - Do we regularly track and ask about which benefits members use most? - Do members express excitement or satisfaction with the resources provided? - Do members know how to access their benefits? A lack of clarity or excitement about benefits could point to a communication or alignment issue. To bridge this gap, stop relying on a list of benefits on your website. Instead, start spotlighting individual benefits throughout the year rather than just during onboarding, feature real member success stories to prove their real-world value, and don’t be afraid to retire underutilized benefits so your most impactful ones stand out. ## What Your Results Say About Your Member Experience **Mostly “Yes”:** You’re on the right track! Your members likely feel seen, supported, and motivated to stay involved. Keep refining and growing. **Mostly “Sometimes”:** There’s potential, but some areas need strategic attention. Identify which sections you scored lower in and explore what small changes could make a big impact. **Mostly “No”:** It might be time for a bigger reset. Consider conducting member interviews or surveys to gather direct input, and prioritize addressing the largest gaps first. ## Turning Insight Into Action This quiz offers a starting point, but it’s not a comprehensive diagnostic tool. You’ll need to analyze the quantitative data your technology gathers (e.g., event attendance, number of posts in your online community, [retention](https://amrms.com/a-formula-for-member-retention/ "Learn more about membership retention form our blog") rate, etc.) as well as qualitative feedback uncovered by conversations with members or satisfaction surveys. Some [member management technology](https://blog.imis.com/membership-management-software "Learn more about membership management from IMIS") will even assign engagement scores to individual members, helping you pinpoint those at risk of lapsing. Use today’s results to spark deeper conversations with your team about what’s working and what needs attention. From here, here’s how to move forward with intention: - **Set clear goals** tied to specific aspects of the member experience (e.g., improve email open rates by 10%). - **Invest in technology** that makes it easy to deliver personalized content, run engaging events, and track engagement metrics. Your technology should integrate and offer diverse functionality, so your engagement data will sync in real time across all platforms. - **Make feedback a regular part of your process** to stay in touch with member needs. That means regular surveys and polls! By thoughtfully assessing your member experience and putting systems in place for long-term engagement, you’ll retain more members and build a stronger, more vibrant community. Looking for an association management company to help assist you with that? [Contact US Today](https://amrms.com/contact-us/ "Contact Us") to see how we can help your association change the world. **Categories:** Blog Posts **Tags:** Best Practices, Engagement, Membership --- ### [How to Manage People Well: 5 Rules for New Leaders](https://amrms.com/how-to-manage-people-well-5-rules-for-new-leaders/) **Published:** August 26, 2026 **Author:** Rachel Hight **Content:** Stepping into a management role is a big shift. You’re no longer just responsible for your own work, you’re responsible for helping other people do theirs well. At AMR, this is especially true for the managers who oversee team members working across multiple clients. When someone’s day is split between two or three clients, good management matters even more, because there’s less room for things to fall through the cracks. Here are a few principles that can help. ## **Start with the person, not just the employee** People do their best work when they [feel cared for as people](https://amrms.com/our-culture/ "Learn more about AMR culture"), not just as a set of tasks to complete. When someone feels seen and supported, they tend to become more effective, engaged employees naturally. This matters even more in a shared services setting, where someone might be juggling different client priorities, different personalities, and different expectations all in the same week. A manager who takes the time to understand what’s going on for that person, not just what client work is due, builds a stronger foundation for everything else. ## **Tough feedback is a form of kindness** Nobody can fix something they don’t know is a problem. [Holding back honest feedback doesn’t protect someone](https://www.bitesizelearning.co.uk/resources/conversation-debt-the-hidden-cost-of-avoiding-tough-talks "Learn more about the hidden cost of avoiding tough talks from BiteSizeLearning"), it just delays the moment they find out, often at a worse time, like a formal quarterly review. Berne Brown summarized it best in her book Dare to Lead, [“Clear is kind. Unclear is unkind.”](https://brenebrown.com/articles/2018/10/15/clear-is-kind-unclear-is-unkind/ "Learn more about this from Brene Brown's website") A good rule of thumb: no one should be surprised by what you say in a performance conversation. They should have already heard it, in some form, along the way. How you deliver the message matters as much as the message itself. Framing feedback as “I’m telling you this because I know it’ll help you in the long run” changes how it lands. It’s not criticism for its own sake, it’s an investment in the person’s growth. ## **Focus forward, not backward** It’s tempting to spend feedback conversations reviewing everything that went wrong. A more useful approach is to focus on what you want the person to do next and how you can support them in getting there. Naming the mistake once is enough. Spending the rest of the conversation on solutions and support is what actually helps someone improve. It is easy to give generalized or vague feedback. Things we’ve all heard at some point in our career like, “work on managing your time better” or “make sure you check your work” or “try to delegate more.” All things that are common outcomes managers want to see from employees but often not specific enough. These kinds of broad sentiments can be overwhelming to the employee and prevent them from even the smallest step forward. Try [brainstorming one to two specific tactics the employee can try](https://fieldreport.caes.uga.edu/publications/C1042/time-management-10-strategies-for-better-time-management/ "Learn more about these tactics on field reports website"), even if it is just for the next few weeks. In the example of better time management, encourage them to use a timer or provide time limits on how long to work on tasks. Another tactic might be brainstorming beginning and ending steps or procedures for each day to help keep their day and tasks organized. ## **Give it context** Not every piece of feedback carries the same weight, and treating it that way can create confusion or unnecessary anxiety. Be clear about the scale of what you’re asking for. Sometimes it’s a small tweak that can make a real difference. Other times, it’s something bigger that deserves real time and attention. Either way, naming that scale helps the person understand what’s actually being asked of them, and reassures them they’re not being asked to overhaul everything at once. ## **It’s okay not to have all the answers** Good managers don’t always know exactly what to say, and pretending otherwise doesn’t help anyone. It’s fine to be honest that you’re still figuring something out, as long as you stay engaged as a partner in the process rather than stepping back from it. It’s also worth remembering that you won’t be the right fit for everyone. Some people will naturally connect better with a different manager or colleague, and that’s normal, especially in a shared services environment where team members often work alongside several different leaders. Part of good management is recognizing that and encouraging people to lean on the relationships where they feel most comfortable being open. ## **The bottom line** Managing people well isn’t about having a perfect script. It’s about caring about the person in front of you, being honest even when it’s uncomfortable, and staying focused on where they’re headed rather than where they’ve been. For managers working across multiple clients, these habits become even more important, since consistency and trust must be built in smaller windows of time. Looking for a management partner that brings structure, leadership, and operational excellence to your association? [Contact our team today](https://amrms.com/contact-us/ "Contact Us") to learn how e can help your grow those habits and help your association change the world. **Categories:** Blog Posts **Tags:** Best Practices, Management --- ### [Adaptive Governance: How Association Boards Move from Approval to Agility](https://amrms.com/adaptive-governance-how-association-boards-move-from-approval-to-agility/) **Published:** August 19, 2026 **Author:** Molly Marsh **Content:** Here’s what we hear from association staff again and again: “Our board is brilliant. They’re thoughtful people who really care about the mission. But at the end of the day, we spend a lot of time in meetings talking about strategy, and then… nothing changes.” This isn’t a board problem. It’s a governance problem. Many boards operate within a model designed for a more stable world. They gather annually to approve a strategic or operational plan. Throughout the year, they review progress against that plan and approve new initiatives. The assumption is clear: if we plan well and approve the right things, success will follow. But the reality of our current environment is that you can’t anticipate every decision that needs to be made. You can’t plan the specifics of experiments you haven’t run yet. And you definitely can’t approve your way to agility. What you can do is set strategic boundaries and create governance rhythms that support continuous learning and real-time adjustment. **From Approval to Oversight** The shift from traditional to [adaptive governance](https://www.bdo.com/insights/industries/nonprofit-education/embracing-adaptive-governance-strengthening-nonprofit-resilience-in-a-time-of-uncertainty "Learn more about adaptive governance from bdo") is fundamentally about changing the board’s role from approver to strategic overseer. In an approval-based model, the board’s job is to say yes or no to plans and initiatives. This made sense when change happened slowly. But in an adaptive model, the board’s job is different: ensure the organization is sensing the environment, testing thoughtful hypotheses, learning from experiments, and adjusting course based on what it learns. This doesn’t mean boards stop exercising judgment. It means they exercise it differently—by setting clear guardrails rather than dictating specific tactics. ***Here’s something that may be hard for association boards to hear: your members and staff don’t need more ideas***. Boards are often filled with energetic, creative people who have plenty of ideas about what the association should do. The problem isn’t the number of ideas. The problem is often a lack of focus and follow-through. A board operating in an adaptive governance model sets boundaries instead. Think of it this way: “Here’s our mission. Here’s our 10-year vision. Here’s our financial guardrail. Here’s how we allocate resources across core, adjacent, and transformational work. Now, within these boundaries, lead.” This is liberating for staff and volunteers at all levels of the organization. They have clarity about what matters, and permission to make decisions without constant board approval. It’s also more effective. Fewer ideas get pursued thoughtfully, rather than many ideas getting pursued half-heartedly. **Meeting Rhythms That Support Agility** Annual planning worked for annual change. But adaptive strategy requires a faster cadence. Consider shifting to quarterly deep dives, informed by the 90-day sprint cycle used by many high-performing organizations. [Why 90 days](https://www.eosworldwide.com/blog/leading-in-a-90-day-world)? It’s short enough that you can stay focused and see real results, but long enough that meaningful change can happen. Every quarter, your board gathers to ask the essential questions: - What are we sensing in the environment? What signals matter? What’s changing in member needs, competitive landscape, technology, regulatory context? - Which strategic hypotheses are we testing? What are the specific experiments underway? - What have we learned from recent experiments? What worked? What didn’t? What surprised us? - Where should we adjust our resource allocation? Based on what we’ve learned, do we double down on something, pivot, or kill an initiative? This rhythm keeps strategy alive. It’s not something you do once a year and then execute. It’s something you’re actively thinking about and refining every quarter. **The Opportunity** Traditional board governance has served associations well in a stable world. But we’re in a different world now. Boards that shift to an adaptive governance model position their associations to thrive in uncertainty—not by predicting the future perfectly, but by building the organizational capability to sense it, respond to it, and learn from it. This is your opportunity to move from “we spent a lot of time planning and now we’re stuck” to “we’re actively sensing our environment, testing smart hypotheses, learning continuously, and adjusting strategically.” The future is uncertain. But that doesn’t mean ***your association’s future*** is uncertain. [AMR Consultative Services](https://amrms.com/consultative-services/ "View our consultative services page") helps you and your association embrace new models of strategic thinking—scenario planning, adaptive strategy, portfolio management, smart decision-making, and agile governance. Together, we can lead with confidence no matter what comes next. **Categories:** Blog Posts **Tags:** Association Management, Best Practices, Board Tips --- ### [4 Member Communication Strategies to Boost Engagement](https://amrms.com/member-communication-strategies/) **Published:** August 12, 2026 **Author:** AMR Management Services **Content:** Declining participation and member retention rates are among the biggest challenges associations face right now. At the start of 2025, the [Membership Marketing Benchmarking Report](https://www.linkedin.com/pulse/mid-year-check-in-shows-drop-membership-growth-tony-rossell-l5v9c/?trackingId=jtYNFalPT5W8w6H0m54%2Bdg%3D%3D "Learn more about mid year membership growth on linkedin") found that 26% of associations reported that their membership size had decreased. By July, that figure had risen to 36%. To overcome this hurdle, your association needs to prioritize effective member communication. When you shift from passive outreach to proactive community building, you clearly demonstrate the [value of association membership](https://amrms.com/value-of-association-memberships/ "Lean more about the value of memberships from our blog") to your supporters, making them more inclined to stick around. In this article, we’ll walk you through some actionable steps you can take to improve your member communications and [foster deeper engagement](https://www.clowder.com/blog/member-engagement "Learn how to foster member engagement from clowder"). ## Map your member journey Before developing a member communications strategy, you should map your association’s member journey, or the path each member takes as they move from being an unengaged prospect to fully integrating into your organization’s community. Different members require different approaches to reach them effectively, and a communication plan that aligns with the member journey helps provide individuals with the most relevant information to their current stage of engagement. [ Your member communication plan](https://clowder.com/blog/member-communication "Learn more about communicating with members from clowder") could include strategies tailored to each of these member journey stages: - **Prospective members:** These are members who have engaged with some of your outreach but haven’t officially joined your association yet. To deepen their engagement, send them emails or post content on social media that highlights your membership benefits, opportunities, and steps for joining. - **New members:** Personalized welcome sequences are ideal for reaching those who have just joined your association. Establishing a strong onboarding cadence ensures these individuals understand how to maximize their member benefits from day one. - **Engaged members:** Since members at this stage are invested in your association, you should distribute regular newsletters, event invitations, and educational materials that align with their interests. Consistent, high-quality information keeps these active participants connected to your community initiatives. - **Retained members:** These are professionals who have remained in your association for multiple years. For that reason, stewardship messages are essential for recognizing their loyalty, as are mentoring and leadership opportunities to help them level up their professional skills. - **Advocate members:** These are the members who are so engaged with your association that they also serve as board members or volunteers. Communications related to recognition and ongoing training work best for them. Aligning your messaging with where individuals currently sit in their unique journey is critical for reaching everyone successfully. Additionally, because churn can occur at any stage, remember to proactively incorporate re-engagement communications into your overall approach. By analyzing interaction data, you can identify drop-off points and deploy targeted recovery campaigns before members officially lapse. ## Segment members for tailored messaging Since every member of your association is different, [sending generic mass emails](https://amrms.com/3-email-marketing-mistakes-your-association-might-be-making-and-how-to-fix-them/ "Learn owo to avoid marketing mistakes from our blog") with one-size-fits-all messaging is often counterproductive. Your members may end up ignoring the emails instead because the message doesn’t interest them. To prevent this, you should segment your membership base to enable tailored messaging. There are various ways to group your members. Demographics, age, and location are the most common, but you can also group them based on interests, career stage, and participation level. You can efficiently segment your membership base within your [association management system (AMS)](https://blog.imis.com/association-software-ultimate-guide "Learn more about IMIS") to streamline this process. For example, let’s say that you’ve noticed that a growing segment in your association’s membership consists of millennial and Gen Z professionals. Knowing that these younger demographics tend to [frequent social media platforms like Instagram and TikTok](https://www.pewresearch.org/internet/fact-sheet/social-media/ "Learn more about social media impact"), you can scale up your social media content marketing to reach them effectively. ## Leverage multiple marketing channels Email marketing is a great communication avenue, but relying solely on it limits your reach. That’s why you need to leverage other communication channels, such as a [custom association mobile app](https://www.clowder.com/blog/mobile-apps-for-associations "Learn more about mobile apps from clowder"). The main benefit of an association mobile app is that it centralizes community interactions and delivers high-value resources directly to your members’ phones. In particular, you can enable the following features: - **Segmented push notifications for critical updates:** Reach members instantly on their home screens for time-sensitive announcements (e.g., urgent voting deadlines, policy updates, or last-minute venue changes during live events) and bypass their crowded email inboxes. - **Personalization via user dashboards:** Allow members to customize their alert preferences, save favorite research resources, track their renewal timelines, and review certification or continuing education progress via a unified profile tab. - **Instant pulse checks and surveys:** Embed quick, single-question mobile polls directly into the app feed to gather immediate member feedback on industry trends or organizational programming without the high drop-off rates of long-form email surveys. This creates a continuous feedback loop that informs future content strategy. - **Interactive, gated community forums:** Create exclusive, in-app discussion boards broken down by special interest groups, local chapters, or professional subspecialties, giving members a direct, secure space to network and collaborate peer-to-peer. In addition to mobile apps, you should also actively [engage with members on social media](https://amrms.com/4-social-media-marketing-tips-every-association-should-be-using-in-2025/ "Learn more about social media engagement from our blog"). When you’re present on social media platforms, you can amplify your brand reach, humanize your association, and foster peer-to-peer connections. If you’re not yet on social media but want to be, start small. Choose the platform where most of your members are, whether that’s LinkedIn, Facebook, Instagram, TikTok, or a more niche industry site. That way, you won’t be overwhelmed with content strategy and creation. Once you get the hang of it, you can consider branching out to other platforms while keeping your content aligned with each site’s favored format. ## Ensure your website is well-designed Your association website serves as the primary hub for digital engagement and information for your members. Because of this, it needs to be visually appealing and exceptionally easy to navigate to draw audiences in and convert them successfully. To ensure your website provides a seamless user experience, implement these best practices: - **Implement single sign-on (SSO) capabilities.** Reduce login friction by allowing individuals to access all gated resources, community forums, and event registrations with a single set of credentials. - **Optimize for comprehensive mobile responsiveness.** Ensure all pages and materials are easily navigable on smartphones, tablets, and desktop computers without excessive zooming. A layout that resizes automatically to fit different screen sizes also provides a consistent experience across devices. - [**Prioritize web accessibility**](https://amrms.com/why-web-accessibility-and-ada-compliance-matter-part-6-captions-amp-transcripts/ "Leaner more about web accessibility from our blog")**.** [Strategies for association website design ](https://kanopi.com/blog/association-website-design/ "Learn more about association website design from kanopi") include adhering to modern accessibility standards by incorporating high-contrast text, comprehensive screen-reader compatibility, closed captioning for audio and video, and keyboard navigation capabilities. Following web accessibility guidelines ensures that *everyone* can interact with your website content with ease. - **Integrate intuitive navigation.** Organize resources logically by topic, career stage, or user intent rather than by file type alone. Plus, clear, descriptive navigation labels will guide individuals directly to the exact tools they need. Be sure to have real test subjects evaluate your website for usability before and after you make major updates. Ideally, you should conduct these website audits on a regular basis (quarterly, annually, etc.) to ensure your website continues to adhere to the latest guidelines. --- A holistic approach to outreach builds a resilient, active community, which ultimately boosts your association’s long-term health. By leveraging segmented data and optimizing digital platforms, you can secure lasting loyalty from your constituents. Start by reviewing your current communication channels and identifying areas for immediate improvement, then continue aligning your outreach with your strategic goals over time. [Contact us today](https://amrms.com/contact-us/ "Contact Us") to see how AMR can help your association change the world. **Categories:** Blog Posts **Tags:** Best Practices, Engagement, Membership --- ### [Strategic Portfolio Management: Making Smart Bets in Uncertainty](https://amrms.com/strategic-portfolio-management-making-smart-bets-in-uncertainty/) **Published:** August 5, 2026 **Author:** Molly Marsh **Content:** You don’t have to bet everything on a single strategy. In fact, you shouldn’t. One of the most valuable lessons from [corporate strategy](https://www.ibm.com/think/topics/strategic-portfolio-management "Learn more about corporate strategy") and investment management is viewing your organization not as a single plan, but as a portfolio of strategic investments. Now, not all corporate methodology translates directly to the association space—associations have different stakeholders, different revenue models, and different success metrics than for-profit companies. But this particular concept? It’s a game-changer for associations trying to balance stability with innovation. **Why a Portfolio Approach Works for Associations** When you think of strategy as a single plan, there’s an implicit all-or-nothing mentality. You commit to one direction, and everything else feels like a distraction. This creates risk: if that one strategy doesn’t land, your whole organization is vulnerable. It also kills innovation. It’s hard to justify experimenting with new offerings or approaches when you’re trying to hit specific targets in your core services. A portfolio approach re frames the conversation entirely. Instead of “Should we try this new thing or stick with what we know?” it becomes “How do we allocate our time and energy across different types of strategic work?” This reduces the fear factor and makes space for the experimentation your association needs to stay relevant. **The 70-20-10 Model: Balancing Core, Innovation, and Transformation** Here’s a [practical framework](https://www.itonics-innovation.com/blog/702010-rule-of-innovation "Learn more about the rule of innovation from Itonics"): allocate your time, resources, and energy across three categories of work. - 70% on core services. These are your bread-and-butter offerings—the programs, events, and services that your members depend on and that drive your mission. This is where you maintain excellence. You’re not abandoning or radically reinventing these; you’re ensuring they work brilliantly. - 20% on adjacent innovations. These are new or enhanced offerings that sit close to your core—maybe a new format for a beloved program, an expanded membership tier, a different delivery method for existing services. They’re experiments, but they’re grounded in what you already know works. - 10% on transformational bets. These are the “what if” projects. New member segments. Entirely new program areas. Radical business model shifts. They might not work, and that’s okay. This allocation says: “We’re investing in exploring the future, but we’re not risking the organization to do it.” The beauty of this framework? It takes the fear out of innovation. You’re not choosing between core work and experiments. You’re committing to both, with appropriate resource allocation. Your board can support this because the math is clear: 70% ensures stability, 20% keeps you competitive, and 10% keeps you future-focused. **Managing Strategic Experiments: Hypothesis-Driven Testing** The 70-20-10 model only works if you’re actually learning from your experiments. This requires a disciplined approach to testing. Start with a hypothesis. Not a hope or a wish, but a testable claim: “If we offer this service, we will attract this member segment” or “By launching this format, we will increase member engagement among young professionals.” Make it specific. Then test quickly and learn fast. Run a pilot. Gather data. Talk to members. As we hear from AMR’s CEO often, *don’t let perfect be the enemy of done*. “Good enough” data gathered quickly beats perfect data gathered slowly or “perfect” decisions that never get made. The point is to learn what’s working and what’s not without investing massive resources upfront. **Making the Call: Double Down, Pivot, or Kill** When you have a clear hypothesis and are measuring against it, making decisions becomes straightforward. Is the experiment meeting the need or achieving the goal you set? If yes, double down—invest more resources, scale it, make it permanent. If it’s getting close but needs adjustment, pivot—refine the approach based on what you learned. If it’s not meeting the mark? You must do something. It might be worth a strategic shift to test a different hypothesis, or it might be time to kill the initiative and reallocate those resources elsewhere. This is where a portfolio approach pays dividends. You can afford to kill a 10% bet. You can’t afford to stick with a failed core service. Clear guardrails around your portfolio make these decisions easier and less emotionally fraught. **Building Your Strategic Portfolio** Ready to move from a single-plan mindset to a portfolio approach? [AMR Consultative Services](https://amrms.com/consultative-services/ "View Our Consultative Services") can help you design a strategic portfolio plan—identifying your core services, defining innovation opportunities, and setting up the systems to manage experiments and make smart calls about scaling, pivoting, or shutting things down. As a final installation in this blog series, we’ll explore the harsh reality: none of this works without board support. Stay tuned for how boards can champion adaptive, flexible, non-traditional strategic planning and create the governance structures that enable this kind of strategic agility. Ready to think about your association’s strategy as a portfolio? [Let’s talk.](https://amrms.com/contact-us/ "Contact Us Today!") **Categories:** Blog Posts **Tags:** Association Management, Best Practices --- ### [How Associations Can Create Learning Opportunities That Develop Leadership and Executive Presence](https://amrms.com/create-learning-opportunities-that-develop-leadership/) **Published:** July 29, 2026 **Author:** DeLaine Bender CAE **Content:** Helping members grow professionally is at the core of many associations’ missions and value propositions. Beyond networking and industry connections, we work to create opportunities for association members to build skills, expand their influence, and prepare for leadership roles. One of the greatest ways an association can demonstrate value is by investing in intentional leadership development programming. Whether through conference education sessions, webinars, mentorship programs, volunteer opportunities, or on-demand learning, associations can help members strengthen the skills they need to lead with confidence and credibility. Leadership is not about holding a title. It is about how we communicate, make decisions, collaborate, and inspire confidence. These qualities — often referred to as having [executive presence](https://amrms.com/8-ways-to-build-executive-presence-in-your-association-leadership/ "Learn more about executive presence from our blog") — develop over time through intentional learning and practice. **Why Leadership Development Matters for Associations** Today’s professionals want opportunities that help them advance their careers, build relationships, and develop the skills needed to take on greater responsibility. And many join a professional society or association to find these opportunities. At AMR Management Services, we see our association partners experience the ROI of their leadership programs through membership engagement and retention. Members who participate in these programs clearly experience the value of their association, and are more likely to become active volunteers, committee leaders, board members, and advocates for the association. Likewise, employers are more likely to support their employees’ participation in professional societies and associations that help build leadership skills. In short, a strong leadership development strategy can help associations: - Increase member engagement and retention - Build a pipeline of future volunteer leaders - Support career growth of members at every professional stage - Strengthen the profession or industry the association serves Here are 4 ways an association can [incorporate leadership programming into their learning strategy](https://associationsnow.com/2025/04/leading-the-way-in-learning-modern-strategies-for-associations/ "Learn more modern leadership strategy from assocaitions now") and reap these benefits. **1. Turn Events Into Leadership Laboratories** Annual conferences and smaller, targeted events are among the most powerful opportunities associations have to create meaningful learning experiences. While attendees often come for industry updates and networking, face-to-face events are primed for leadership development experiences. Consider adding sessions on crucial leadership topics, such as: - Communication and influence – Members at every career stage benefit from learning how to communicate ideas clearly, present confidently, [lead with courage](https://associationsnow.com/2025/06/leading-with-courage-lessons-from-the-exchange-a-womens-leadership-experience/ "Learn how to lead with courage from association now"), and engage effectively with colleagues, executives, and stakeholders. - Decision-making and strategic thinking – Sessions that explore problem-solving, change management, and strategic planning help members think beyond their day-to-day responsibilities and understand the bigger picture. - Personal leadership style – Workshops on strength-finding, [emotional intelligence](https://amrms.com/no-drama-needed-how-emotional-intelligence-creates-a-positive-association-culture/ "Learn why emotional intelligence is important from our blog"), [quiet le](https://www.nrpa.org/blog/the-quiet-work-of-leadership/)[a](https://www.nrpa.org/blog/the-quiet-work-of-leadership/ "Learn more about quiet leadership from NRPA")[dership](https://www.nrpa.org/blog/the-quiet-work-of-leadership/), conflict management, and self-awareness help professionals identify how they lead and how they can evolve as leaders. Don’t stop at breakout sessions! Associations should also consider adding interactive elements such as peer discussions, leadership roundtables, case studies, and mentoring opportunities to help attendees apply what they learn. **2. Extend Learning Beyond the Annual Conference** While conferences provide a valuable gathering point, leadership development can happen year-round through virtual learning programs. Short, focused sessions can make leadership training accessible for busy professionals and allow members to participate regardless of location. Consider a broad definition of virtual programming, such as: - Monthly leadership webinar series - Virtual leadership roundtables - Member-led discussions featuring industry experts - Courses available on demand through a learning library - Career development workshops Many associations use a combination of live events, webinars, and online resources to create [flexible professional development pathways for members.](https://www.asaecenter.org/resources/articles/an_plus/2025/03-march/what-members-want-in-a-professional-development-program "Learn more about what members want from professional dev from ASAE") **3. Create Leadership Opportunities Through Volunteer Engagement** Some of the best leadership development opportunities happen when associations offer real-world opportunities to practice leadership skills, including: - Leading [committees or task forces](https://www.naylor.com/associationadviser/know-your-abcs-association-committees/ "Learn more about association committee best practices from Naylor") - Participating in strategic initiatives - Planning events - [Serving as a mentor](https://www.asha.org/students/mentoring/benefit/?srsltid=AfmBOoo6hgHJ5ls4O2G5WjNoJy_ZXXBsoSC3faGqyTKNYGB9vHxMBS35 "Learn more about serving as a mentor from ASHA's website") or ambassador - Contributing to industry projects These experiences allow members to build confidence while also helping the association accomplish its mission. For emerging leaders especially, volunteer involvement can provide exposure to different perspectives and help them develop skills that translate directly into their careers. **4. Build a Culture of Continuous Learning through Members’ Careers** The most effective associations view professional development as an ongoing journey and provide opportunities for members at every stage of their careers. Emerging professionals may be looking to build confidence, skills, and industry connections, while mid-career professionals may benefit from leadership training, strategic thinking, and management skills, and experienced professionals may value opportunities to mentor others. Wherever members are in their career journey, by being intentional in [creating a culture of learning](https://amrms.com/association-learning-culture/ "Learn how to create association learning culture from our blog post"), associations strengthen both their membership experience and the future of their profession. **Key Takeaways** Associations have a unique ability to bring people together around shared interests, challenges, and goals. When associations invest in leadership development, they help members grow professionally and keep them engaged throughout their careers. Through in-person conferences, virtual programming, volunteer opportunities, and [ongoing engagement](https://amrms.com/association-engagement-growth/ "Learn more about association growth from our blog"), associations can create environments where leadership skills are built, practiced, and celebrated. The result is a stronger membership community and a stronger future for the organization. **Categories:** Blog Posts **Tags:** Association Management, Best Practices --- ### [From Fixed Plans to Adaptive Strategy](https://amrms.com/from-fixed-plans-to-adaptive-strategy/) **Published:** July 22, 2026 **Author:** Molly Marsh **Content:** What if your strategy isn’t to hit certain future targets no matter the circumstances, but to change and evolve along with the environment you’re in? Welcome to the concept of adaptive strategy! If you’ve spent years developing a traditional five-year plan, this might sound unsettling. But here’s the truth: when the world changes (and it will), a rigid strategic plan becomes a straitjacket. Adaptive strategy is different. It’s a way of thinking about strategy as an ongoing process of decision-making, guided by a clear core framework, rather than a fixed roadmap carved in stone. **What Makes Adaptive Strategy Different?** At its heart, adaptive strategy rests on a simple idea: [serial temporary advantage](https://www.bcg.com/publications/collections/your-strategy-needs-strategy/adaptive "Learn more about adaptive strategy from BCG"). Instead of planning for one stable future and hoping things work out, you build the capability to sense what’s happening in your environment, evaluate your options in real time, and adjust course as needed. This doesn’t mean you have no direction—quite the opposite. But it means you stay focused on your mission while remaining flexible about how you get there. Think of it like navigating rather than following a map. You know where you’re heading. You know your core values and long-term goals. But the specific route shifts based on what you learn along the way. **The Traditional Plan vs. Adaptive Strategy In Action** Here’s what many associations do today: They commit to a strategic plan that says, “We want a mentorship program and 5.5% membership growth by 2030.” Then they invest significant resources building toward those specific targets, regardless of what changes in the member landscape, technology, or organizational capacity along the way. But what happens when market conditions shift? What if your mentorship program isn’t resonating the way you expected? What if member engagement looks different than you forecasted? You’re stuck trying to hit a target that may no longer serve your mission. We worked with an association client who experienced this exact challenge. Instead of locking in specific deliverables, we helped them shift to an adaptive strategic framework. Over the course of three years, the association now continuously assesses and evaluates all of their programs—both existing offerings and new opportunities—against a clear set of criteria designed to ensure everything supports their mission. The criteria include questions like: Does this program serve our core mission? Does it deliver meaningful member value? Can we sustain it with our resources? Is there evidence of member need? Rather than being bound to a specific mentorship program or growth number, the association stays focused on mission-critical work while building in the flexibility to adjust as the environment evolves. This approach allowed them flexibility without losing focus. They could sunset programs that weren’t working, pilot new initiatives quickly, and reallocate resources toward what members actually needed—all while staying grounded in their mission. **How to Build an Adaptive Strategy Framework** An adaptive strategy responds to changing conditions through an iterative process of planning and budgeting, guided by a strategic framework. That strategic framework includes your vision, mission, values, and goals—the high-level “north star” that doesn’t change. What does change is the specific programs, initiatives, and tactics you pursue to get there. The [process](https://www.thinknpc.org/resource-hub/five-steps-to-an-adaptive-strategy/ "Learn more about adaptive strategies from Think NPC") looks like this: - Define your core framework. Get crystal clear on your mission, values, and long-term goals This is stable. This is your anchor. - Gather ongoing insight. Build systems to continuously understand your member needs, market shifts, competitive landscape, and internal capacity. This isn’t a one-time planning exercise—it’s an ongoing conversation with your environment. - Plan iteratively. Instead of a five-year plan locked in stone, develop one-year plans informed by your strategic framework and your latest insights. Revisit and adjust annually or even quarterly if needed. - Evaluate against criteria, not just targets. Like the association example above, build criteria to guide program evaluation and resource allocation. This keeps you mission-focused without locking you into specific deliverables. **Why This Matters for Associations Right Now** In unpredictable and nonmalleable environments, the emphasis is on continuous experimentation and real-time adjustment rather than on long-term analysis and planning. For associations, the environment is constantly shifting—member demographics change, technology disrupts how professionals connect, regulatory landscapes evolve, member expectations shift. An adaptive strategy doesn’t pretend you can predict all of this. Instead, it builds the organizational capability to sense what’s happening and respond thoughtfully. You’re not reacting frantically to every change. You’re implementing a systematic approach to staying aligned with your mission while remaining responsive to member needs. **Ready to Make the Shift?** Transitioning to adaptive strategy is a meaningful change from traditional planning. It requires clarity at the core—a really solid mission, values, and goals—and then flexibility in everything else. For many associations, this feels like liberation: you can finally focus on what matters most without the constant pressure to hit arbitrary targets. If you’re ready to explore how adaptive strategy could work for your association, [AMR’s Consultative Services](https://amrms.com/consultative-services/ "Visit our consultative services page") can help you design and implement a strategic framework tailored to your organization’s unique mission and environment. The next piece of this puzzle? Once you have a clear adaptive framework, how do you decide which opportunities to pursue and where to invest? That’s where strategic portfolio management comes in—our next article explores how to think about your programs and initiatives as a strategic portfolio, balancing core work, innovation, and transformational bets. **Categories:** Blog Posts **Tags:** Association Management, Best Practices, Strategic Planning --- ### [4 Tips to Improve Association Event Volunteer Management](https://amrms.com/association-event-volunteer-management/) **Published:** July 15, 2026 **Author:** Jordan Berger **Content:** In a 2025 study, [62% of associations](https://www.marketinggeneral.com/knowledge-bank "Learn more about this data from Knowledge Bank") reported and increase in in-person event attendance, and members listed in-person events as one of the top five most important [benefits of their membership](https://amrms.com/4-strategies-to-maximize-your-orgs-membership-program/ "Learn how to maximize your membership program from our blog"). This highlights the sustained success and growing importance of in-person events, creating more volunteering opportunities for associationyour members. Volunteers can beare crucial to an association your event’s success, and avoiding common pitfalls like poor communication or unclear roles will help you make the most of this invaluable resource. In this guide, we’ll discuss tips for managing your volunteers, including which technologies to implement to optimize volunteer management for your events. ## Communicate clearly. Matching volunteers to the roles they are qualified for and excited to do will make managing events staff much easier. Successful recruitment starts with clear volunteer role descriptions. [Better Impact’s guide to volunteer recruitment](https://blog.betterimpact.com/en/volunteer-recruitment "Learn more about volunteer recruitment from betterimpact") explains that the more specific these job descriptions are, the better-prepared volunteers will be. The guide recommends including the following items in your descriptions: - **The purpose of the role** and how it will support theyour association or make the event better. - **Any skills, experience, or other requirements** volunteers must hold to perform the role (e.g., public speaking). - **The specific responsibilities** or tasks the volunteer will perform. - **Availability requirements**, including the event day *and* any pre-event training sessions or meetings the volunteer must attend. - **The event location** and any pre-event meetings. - **Next steps** the volunteer should take to get started (e.g., completing a registration form). Maintain clear communication throughout the volunteer management process, not just the recruitment phase. For example, share a welcome email outlining their role assignment, a calendar listing pre-event meetings they must attend, and a detailed itinerary for the event. ## Use dedicated event management tools. Without the right technology, overseeing communications, application forms, role assignments, and other volunteer management tasks can become overwhelming. Volunteer management tools streamline processes like onboarding and scheduling, saving your staff time and improving the volunteer experience. To seamlessly execute theyour event, consideryou’ll need: - [**Volunteer management**](https://doublethedonation.com/volunteer-management-tools/ "Learn more about volunteer management tools from double the donation") **system:** This software helps recruit, track, and manage volunteers. Streamline recruitment, scheduling, hours tracking, and communications. Additionally, you can generate reports highlighting insights like volunteer performance and participation rates to improve future events. - **A constituent relationship management (CRM) system:** A [robust CRM](https://fionta.com/insights/salesforce-nonprofit-cloud/ "Learn more about salesforce in the cloud from Fionta") can store detailed information about all your stakeholders, including members who volunteer. Track information like engagement history, previous volunteer activities, credentials and skills, and communication preferences. Then, use this information to segment volunteers, personalize communications, and recognize the most dedicated members. - **Event planning tools:** Event management technology can assist with various aspects of the event planning process, including logistics, attendance tracking, task management, and more. Volunteers may need to use your event-planning technology to complete registration, check-in, and logistical coordination. Choose scalable technology that grows with your association—a [technology consultant](https://fionta.com/insights/how-to-select-a-salesforce-partner/ "Learn more about salesforce partners from fionta") can help you identify the best options. This way, you can leverage your tech stack for event and volunteer management, no matter how many attendees, volunteers, vendors, or data points you have. ## Prioritize attendee experiences. Excellent attendee experiences could lead to repeat attendance, increased [member engagement](https://amrms.com/association-engagement-growth/ "Learn more about Member Engagement"), and more member recruitment. Train volunteers to prioritize attendee satisfaction by instructing them to: - **Make a positive first impression.** Ensure attendees receive a warm welcome by having volunteers greet them upon entry. These volunteers should provide welcome materials like maps or schedules, tell them where to go next, and answer any questions. Map out the attendee journey to identify key places or times during the event where you may need volunteers to act as guides. - [**Prioritize accessibility**](https://amrms.com/accessibility-opens-the-door-to-better-digital-experiences/ "Learn more about digital experiences from our blog")**.** As [Fíonta explains](https://fionta.com/insights/digital-accessibility-for-associations/ "Learn more about digital accessibility from Fionta"), “It’s imperative that each member can access your resources and benefits, attend your events, navigate your website, and have consistent, positive experiences every time they interact with your organization.” Deliver equitable event experiences by training volunteers to support those with hearing or visual impairments, assist with physical accessibility needs, and promote an inclusive atmosphere. - **Ensure volunteers are identifiable.** Provide uniforms, shirts, or badges that distinguish volunteers from vendors and attendees. Consider using name tags with large fonts for better visibility. - **Implement flexible shift or role assignments.** Allow volunteers to shift to the areas where they are needed most, as demand dictates. For example, you may need more volunteers at the registration desk for the first hour of the event. Once the initial wave of attendees ends, some volunteers could shift to a different role. Remember to promote positive volunteer experiences as well. This will encourage more volunteers to return for future events and could motivate attendees who see how well your team functions to consider volunteering. ## Show appreciation. One of the most important parts of volunteer management is showing gratitude for their support. Volunteers who feel valued for their support are more likely to volunteer again. Some [popular volunteer appreciation ideas](https://amrms.com/volunteer-appreciation-strategies/ "Learn more about volunteer appreciation from our blog") include: - Sending volunteers personalized thank-you messages after the event. - Offering free gifts, such as branded merchandise. - Recognizing volunteers at the event or hosting a post-event recognition dinner. - Creating a peer recognition program so volunteers can highlight their peers’ successes. Consider sharing a survey to collect feedback from volunteers. Incorporate their constructive criticism whenever possible to improve processes for members and show that you value and implement feedback. --- Proper volunteer management enhances your events, ensures attendees have the best experiences possible, and motivates them to return to future events. Additionally, stewarding volunteers by showing your appreciation for them will strengthen and grow your volunteer workforce. By implementing these tips and technology, you’ll cultivate a capable, dedicated volunteer team you can count on for any event. [Reach out today](https://amrms.com/contact-us/ "Visit Our Contact Us Page") to find out how AMR can help your association change the world. **Categories:** Blog Posts **Tags:** Best Practices, Events, Meetings --- ### [AMR Management Services Achieves AMC Institute Accreditation](https://amrms.com/amr-management-services-achieves-amc-institute-accreditation/) **Published:** July 13, 2026 **Author:** AMR Management Services **Content:** LEXINGTON, KY (July 8, 2026) — AMR Management Services (AMR), a leading association management company dedicated to *Helping Associations Change the World*®, has once again earned accreditation by the AMC Institute, the global trade association representing the association management industry. ![AMCI Accreditation Seal](https://amrms.com/wp-content/uploads/2022/07/AMCI_2018.png)AMCI Accreditation Seal AMR has been AMC Institute *Charter Accredited* since 2002 and was one of the first five association management companies to achieve this distinction. AMR has earned re-accreditation every four years through an independent review of operational excellence, ethical business practices, and client service. Among 500-plus association management companies (AMCs) worldwide, just 80 have achieved AMCI accreditation, demonstrating the commitment and the ability to deliver the highest level of professional management services to association and not-for-profit clients. These AMCs are the recognized choice of associations and not-for-profit organizations. “We applaud AMR Management Services on this significant achievement,” AMC Institute Chair Sarah Timm said. “AMC Institute accreditation requires that association management firms demonstrate adherence to operational and ethical best practices, as outlined in the AMC Institute Standard. Accreditation distinguishes AMR’s ongoing commitment to leadership in association management.” “Throughout our nearly 30-year history, AMR has remained committed to delivering the highest quality services to our association partners,” said Nick Ruffin, CAE, AMR President and CEO. “Accreditation through the AMCI program demonstrates not only our commitment to quality, but also our focus on evolving and growing as an association management service provider.” AMC Institute accreditation is recognized and supported by ASAE & The Center for Association Leadership and is based on the ANSI Standard of Good Practices for the AMC Industry. ANSI requires that the standard be reviewed and updated regularly to remain an approved standard. Measurable performance practices include contracts and service delivery; employee recruitment, training, and professional development; and financial management and internal controls, among others. AMCs must earn re-accreditation every four years, demonstrating to an independent outside auditor that they continue to meet the standard. **About AMR Management Services** AMR Management Services has been *Helping Associations Change the World*™ since 1997. AMR is a charter accredited association management company that helps national and international trade associations and professional societies grow, engage members, and achieve their missions. AMR provides full-service association management solutions, including executive leadership, membership development, financial management, meetings and events, marketing and communications, technology, and strategic consulting services. [Click here to download this press release as a PDF](https://amrms.com/wp-content/uploads/2026/07/AMRPressRelease_AMRAccreditation2026.pdf) **Categories:** Press Releases --- ### [AMR Management Services Welcomes National Association of Senior and Specialty Move Managers as New Client](https://amrms.com/amr-management-services-welcomes-national-association-of-senior-and-specialty-move-managers-as-new-client/) **Published:** July 9, 2026 **Author:** AMR Management Services **Content:** LEXINGTON, KY (July 7, 2026) — AMR Management Services (AMR), a leading association management company dedicated to *Helping Associations Change the World*®, has been selected as the new management partner of the [National Association of Senior and Specialty Move Managers (NASMM)](https://www.nasmm.org/ "Visit the NASMM Website"). NASMM is the leading professional organization for senior move management and specialty relocation professionals. The association supports its members through education, professional development, industry resources, and a commitment to advancing best practices that help older adults, individuals, and families navigate life transitions with care and confidence. ![National Association of Senior Move Managers NASMM Logo](https://amrms.com/wp-content/uploads/2026/04/NASMM.png) “We are excited to welcome NASMM to the AMR family,” said Nick Ruffin, CAE, President and Chief Executive Officer of AMR Management Services. “NASMM’s mission-driven work and dedication to supporting both its members and the communities they serve align strongly with AMR’s commitment to helping associations grow, innovate, and make a meaningful impact.” “We were looking for a partner who understood our mission and could help us raise awareness of our industry and continue elevating the value we provide to our members,” said Jami Shapiro, NASMM President. “We are excited to begin this next chapter with AMR and look forward to the opportunities ahead.” NASMM joins more than 25 associations that have chosen AMR as their trusted management partner. Through the partnership, AMR will provide comprehensive association management services to NASMM and work to strengthen operations, enhance member engagement, expand strategic initiatives, and support the association’s long-term vision. **About AMR Management Services** AMR Management Services has been *Helping Associations Change the World*™ since 1997. AMR is a charter accredited association management company that helps national and international trade associations and professional societies grow, engage members, and achieve their missions. AMR provides full-service association management solutions, including executive leadership, membership development, financial management, meetings and events, marketing and communications, technology, and strategic consulting services. **About National Association of Senior and Specialty Move Managers** The National Association of Senior and Specialty Move Managers is a professional association dedicated to helping senior move managers and specialty relocation professionals deliver exceptional service and ease the burden of downsizing and relocating for older adults, individuals, and families. With members in the U.S., Canada, and other countries, NASMM promotes excellence through education, resources, and a commitment to industry standards. Learn more at [nasmm.org](https://www.nasmm.org/). [Click here to download this press release as a PDF](https://amrms.com/wp-content/uploads/2026/07/AMR-Press-Release_AMR-Welcomes-NASMM_July2026.pdf "Download PDF Version of this post"). **Categories:** Press Releases --- ### [Scenario Planning: Preparing for Multiple Futures](https://amrms.com/scenario-planning-preparing-for-multiple-futures/) **Published:** July 8, 2026 **Author:** Molly Marsh **Content:** **Scenario Planning: Preparing for Multiple Futures (Not Predicting the One)** If we learned anything from [Back to the Future](https://www.backtothefuture.com/ "Visit the back to the future website"), it’s that predicting the future is tricky business. Marty McFly tried, and things got weird fast. The good news? Your association doesn’t have to predict the future. It just needs to prepare for multiple futures—and that’s exactly what scenario planning does. **What is** [**Scenario Planning**](https://www.netsuite.com/portal/resource/articles/financial-management/scenario-planning.shtml "Learn more about scenario planning from netsuite")**?** Think of scenario planning as an exercise that helps you build your strategic plan. It’s the work you do to map out different possible futures so that when you move to create your actual strategy, you’re not flying blind. Scenario planning helps decision-makers identify ranges of potential outcomes and estimated impacts, evaluate responses, and manage for both positive and negative possibilities. In other words, you’re building organizational awareness of what could happen—the best cases, the worst cases, and the surprising ones nobody saw coming. **Why This Matters for Associations** Associations operate in a world of true uncertainty. Member demographics shift. Economic conditions change. Technology disrupts old ways of working. Regulatory landscapes evolve. Culture moves in unexpected directions. The trick is to recognize these shifts as they happen and respond thoughtfully—not to predict them perfectly months in advance (which is impossible anyway). [ASAE’s ForesightWorks](https://foundation.asaecenter.org/research/foresightworks/ "Lear more about ForsightWorks from ASAE's website") program offers a perfect example of this approach. Through their Drivers of Change research, they identify key forces shaping the association ecosystem—from generational shifts in membership to evolving workplace dynamics to technological adoption. These aren’t predictions. They’re signals of potential futures that associations should be tracking and preparing for. If your association builds scenarios around these drivers, you can ask critical questions like: “How does the value proposition of associations change in a world of increasing work automation? What if younger generations prioritize different professional outcomes than previous generations?” **The Scenario Planning Process** Here’s the simple version: You identify 2-4 plausible scenarios based on key uncertainties your association faces. For each scenario, you map out: - What changes in the environment? - What does that mean for your members, your revenue, your staff capacity? - What would you need to do differently in five years, ten years, twenty years? That’s the exercise. The output is clarity—not certainty, but clarity. When you’ve thought through multiple futures, you’re better equipped to: - Spot warning signs before they become crises - Make smarter decisions because you’ve already stress-tested your options - Allocate resources more strategically (not just to today’s priorities, but to building flexibility for tomorrow’s challenges) - Communicate with your board more confidently about why you’re making particular moves **From Scenarios to Strategy** Once you’ve built your scenarios, then you craft your strategic plan. Your plan isn’t just one route through one future—it’s a flexible roadmap that works across multiple futures. Maybe your strategy includes a portfolio approach: invest 70% in core programs that work regardless of what changes, 20% in adjacent innovations that could pay off in specific scenarios, and 10% in transformational experiments for bigger shifts. Maybe it includes decision triggers: “If X metric moves this way, we pivot to Y approach.” **Ready to Build Your Future?** Scenario planning is just the first step in strategic agility—but it’s a powerful one. If you’re ready to move your association from “hoping the future works out” to “preparing for multiple possible futures,” [AMR Consultative Services](https://amrms.com/consultative-services/ "View our consultative services page") can help. We can work with your association leaders to design and facilitate a strategic planning process that starts with scenario development. We’ll help you identify critical uncertainties, build plausible futures, and translate those scenarios into strategies that actually work. Is your association ready to think differently about the future? Let’s talk about how scenario planning could strengthen your strategic approach. [Reach out to explore what’s possible](https://amrms.com/consultative-services/ "Contact AMR Today!"). In our next post, we’ll explore adaptive strategy and how to build organizational agility for the scenarios you identify. **Categories:** Blog Posts **Tags:** Best Practices, Strategy --- ### [5 Ways to Increase the Value of Your Association Memberships](https://amrms.com/value-of-association-memberships/) **Published:** July 1, 2026 **Author:** AMR Management Services **Content:** Associations and their members should have a symbiotic relationship that benefits both groups equally. Your organization must [keep members engaged](https://amrms.com/association-engagement-growth/) by providing them with unique benefits and opportunities. In return, your members help keep your association operating by paying dues, participating in activities, and recommending your membership program to others. When your association provides valuable memberships, you’ll not only retain current members but also [grow your association](https://amrms.com/how-associations-can-grow-without-breaking-the-bank/), boosting its reputation in your community and increasing your authority in your sector. To help your association achieve these benefits, this guide offers actionable recommendations for increasing your membership program’s value. ## 1. Establish Your Value Proposition First, you need to be able to articulate why your membership program is valuable, who your audience is, and why that audience should join your association over similar organizations. This 1–2 sentence explanation is your value proposition, and it should guide how you build and market your membership program. [Tradewing’s guide to member acquisition](https://www.tradewing.com/association-member-acquisition/) breaks down this concept into three essential pieces: - **Audience needs.** What does your target audience need? For trade and professional associations, this is often [networking opportunities](https://amrms.com/building-community-and-engagement-with-member-networking/), credential programs, or sources of up-to-date industry information. - **Program benefits.** How does your membership program address your audience’s needs? Assess your current offerings and compare them to your audience’s goals. For instance, if you’re in an industry that requires professionals to have certain certifications, then your learning and credentialing courses may be your most valuable benefits. - **Association differentiators.** What does your association offer that makes it unique? This should not just be how your membership program differs from other associations’ offerings, but why that difference matters to prospective members. For example, you might have more online offerings than competitors, making your association more accessible to professionals who are constantly on the go. Forming your value proposition may require audience research and a thorough evaluation of your current membership program. For instance, you might analyze what benefits other associations provide or survey your members to learn exactly what they want from an association membership. ## 2. Offer Member-Only Discounts and Perks Member-only benefits are the entire reason why individuals join your association. [Keep member engagement high](https://doublethedonation.com/member-engagement/) by providing a range of perks in addition to your core offerings. These might include: - **Discounts.** For products, services, and events open to the public, give members a discount on their purchases. You could even work with vendors and sponsors to provide members with sales codes for their offerings. - **Early access.** Provide members with early, unlimited access to content that would otherwise be gated. For instance, tickets for events might open earlier for members, or members might have full access to your content archive, whereas the general public has a limited number of article views. - **Exclusive perks.** Host a range of members-only event content and activities, as well as members-only opportunities at public events. For example, during a livestreamed event, you might have a members-only chat where your community can ask questions, interact with one another, and potentially have their messages read by presenters. Seeing these perks can entice new members to sign up, too. When non-members see that members get front-row seats to additional opportunities, they may develop a fear of missing out and consider joining. ## 3. Provide Networking and Community Opportunities Many professionals join associations specifically to connect with others in their industry. Whether it’s newcomers looking to build their networks or established professionals exchanging ideas with other respected leaders, an active association community benefits all members. To help your members build and maintain connections with each other, consider creating these networking opportunities: - **Maintain an online community.** Many associations host only a handful of in-person events a year, limiting members’ opportunities to connect with one another. By building an [online community](https://www.tradewing.com/community-management-software-for-associations/ "Learn more about Tradewing Community Management Software") where members can post content, comment on each other’s posts, and form group chats, you enable them to continue networking year-round. - **Start a mentoring program.** Help new members get a jumpstart on networking by pairing them with mentors. Ask members who have been with your association for some time to volunteer to mentor others. Consider incentivizing members to become mentors by offering additional perks, such as free event tickets for activities they take their mentee to. - **Schedule virtual meetups.** Create an event calendar filled with both in-person and virtual meetups. This ensures everyone, regardless of where they live or how easily they can travel, has opportunities to socialize with other members of your community. Additionally, ensure members who want to take networking into their own hands can do so easily. For instance, you could maintain an online [member directory](https://www.tradewing.com/membership-directory/ "Learn more about Tradewing member directory") with profiles for your entire community. While each member should be able to control their profile’s privacy settings—such as setting it to members-only—there should be at least some contact information so other members can reach out to them. ## 4. Enhance Member Recognition and Involvement When members participate in your association’s community, recognize them. This not only encourages them to engage with your valuable benefits but can also [transform them into active donors](https://amrms.com/transforming-association-members-into-donors/ "Learn how to convert members into donors from our blog"). Recognize members when they contribute to your community, hit membership milestones, and achieve professional accomplishments through: - **eCards.** Sending members fun, eye-catching virtual greeting cards is an option for some association. [eCardWidget’s guide to engaging new members](https://ecardwidget.com/welcome-new-members/ "Learn more about welcoming new members from E Card Widget") emphasizes how virtual greeting cards can be used to thank members, invite them to events, welcome them to your association, share discount codes, and more. - **Spotlights.** When members make major contributions to your association, achieve a professional accomplishment, or otherwise do something notable in your field, consider spotlighting them to the rest of your community. You might even conduct featured interviews for some members, which you can turn into shareable blog posts. - **Awards.** Create awards to recognize positive behaviors in your community. For instance, you might present certificates to celebrate members’ five-year anniversaries and honor their long-term commitment. You could also present multiple annual awards, such as “Most Active Community Member for \[the previous year\]”, to recognize individuals who actively participate in your community. Keep in mind that community awards and credentials serve different purposes. You can award members who complete specific courses with credentials to display on their profiles. In contrast, you can use community awards to recognize general participation in your association. ## 5. Focus on Member Feedback and Personalization If you aren’t sure whether your membership program is meeting members’ needs, ask them. Gathering feedback helps you identify opportunities and change course if something isn’t working. Plus, just reaching out to members shows that you care about their experience. Survey members to collect individual responses and consider hosting focus groups to workshop specific aspects of your membership program. For example, if you’re considering launching a new benefit, you might assemble a group of members for a focus group to test it and gather feedback before the program’s rollout. Additionally, as you get to know your members, carefully note their preferences in your membership management database. Use this information to better personalize your interactions and create valuable content that’s relevant to their unique interests. --- The more valuable your association’s membership program is, the easier it will be to attract new members and [boost member retention rates](https://amrms.com/5-fundamental-member-retention-strategies-for-associations/ "Learn more about retention strats from our blog"). That said, don’t forget that your strategy for making your membership program more valuable isn’t set in stone. Feel free to tweak your action plan as you see fit, using your members’ feedback as a guideline and if you need more help or guidance [reach out to AMR today](https://amrms.com/contact-us/ "Contact Us Today For Association Management Help") to see how we can help your association change the world. **Categories:** Blog Posts **Tags:** Community, Membership --- ### [VUCA Strategy: The Antidote to Volatility and Uncertainty](https://amrms.com/vuca-strategy-the-antidote-to-volatility-and-uncertainty/) **Published:** June 22, 2026 **Author:** Molly Marsh **Content:** Wait, so how do we look at and think about strategic planning differently in a world that is in constant motion? The [VUCA framework](https://www.coursera.org/articles/what-is-vuca "Learn more about the VUCA Framework") is a great place to start! VUCA (Volatility, Uncertainty, Complexity, Ambiguity) is a structure meant to capture an environment where nothing is predictable and things can change from day to day – sound familiar? While each of the VUCA letters represents part of this complex environment, there’s another [VUCA](https://www.microtool.de/en/knowledge-base/what-does-vuca-mean/ "Learn More about VUCA") that offers a model to meet each of these factors in a strategic and thoughtful way that shifts the whole concept of a strategic plan: Volatility → Vision A simple Google Search (or Gemini, insert your preferred generative AI tool here) shows dozens of headlines using the word “volatility” in just the last 24 hours. It seems pretty safe to say that the environment all our associations, industries, members, and teams are living in is a volatile one. The best way to address volatility – the sense that anything could change at any moment – is with shared vision. Setting (and revisiting daily) a vision for your organization ensures you have that north start guiding your activities. What you do and how you do it will continue to change, but WHY you do it stays steadfast. **Step one – Create a shared vision** Uncertainty → Understanding Generative and agentic AI is just the newest round of technology disruption, making the future of work uncertain in nearly every industry. It’s not the first and won’t be the last, so helping association members, supporters, and industry partners navigate – and even excel through – uncertainty is an essential aspect of association leadership. Developing a shared understanding helps navigate uncertainty through data *and* relationships. An understanding of where members are and what they are facing now requires the gathering, analysis, and application of data. Having – and using – data to drive association decision-making is how you build a foundational understanding of the environment as it is. When association leaders are responding to the data together, based on a shared understanding of its meaning, you can rely on one another and build stronger working relationships. Relationships that may, for example, help you navigate through the next big change! **Step Two – Understand the environment through data** Complexity → Clarity Of course, you know you have data about your members and industries, but it’s in a hundred different systems that don’t talk to each other. You also know that generative AI tools promise ease of analysis across the fields, but are they safe? The business landscape is only growing more complex and the very tools that can help us navigate increased complexity are only making it harder to apply professional judgment…is your head swimming yet? This is where clarity comes in, clarity that emerges from well-delineated roles and responsibilities, trusted advisors, and simplification of organizational systems. Each of these approaches is both strategic and functional. Clarity on who does what is not only happens during a strategic planning discussion but must be lived day-to-day in order to work. Identifying strategic advisors for your organization doesn’t create clarity on what to do if you don’t use and apply their expertise, and a simplified organizational structure doesn’t work if you add back in ten steps the first time someone complains. This is where the rubber meets the road for your VUCA-based strategy. **Step Three – Outline clear roles and responsibilities, identify trusted advisors, and/or simplify your focus – and stick with them/it** Ambiguity → Agility None of what you’ve shared so far sounds all that different from a strategic plan…you might be thinking. Well, here is where the big deviations occur! Ambiguity means that everyone is seeing and interpreting different things within the same environment, often synonymous with a lack of clarity, for associations it means that everyone is going to see and experience your organizational changes differently. That sounds incredibly dangerous, until you apply the lens of agility – making decisions, testing and trying the idea, assessing its impact, and then making regular, iterative changes to adapt to what you’re hearing. THIS is the biggest difference from traditional strategic planning. A model based on VUCA would help address ambiguity through a spirit of experimentation and constant evolution. This means real, strategic evaluation and not just a green light to ideas that were already shifted, it’s an entirely different model of ongoing tracking and adjustment that creates a journey of growth for your association, your leaders, and your members, together. Traditional strategic planning assumes a predictable future. But when the future is uncertain – and changing constantly – we need frameworks that embrace change rather than resist it. In our next article, we’ll discuss scenario planning—a powerful tool for preparing your association for multiple possible futures. Ready to jump in with VUCA modeling for your association strategic plan? Contact [AMR Consultative Services](https://amrms.com/consultative-services/ "View our Consultative Services") today! **Categories:** Blog Posts **Tags:** Association Management, Strategic Planning --- ### [Why Traditional Strategic Planning Fails in Uncertain Times](https://amrms.com/why-traditional-strategic-planning-fails-in-uncertain-times/) **Published:** June 8, 2026 **Author:** Molly Marsh **Content:** Your association spent months crafting a five-year strategic plan. Then the world changed overnight. Sound familiar? [Traditional strategic planning](https://www.creaciondeestrategia.com/en/entry-15-case-study-strategic-process-according-to-traditional-strategic-planning/ "Learn more about Strategic Planning Process") is great in a world where you can reasonably predict what will be happening in your industry in 5-10 years and where members are looking for reliable, consistent experiences from year to year – basically a world that no longer exists. Models that ask association or society boards to project exactly what members will need from them and then set out five years’ worth of tactics are doomed to irrelevance as soon as that next “unexpected” event shakes the bedrock of your industry. When these structured plans lose their relevance, they get put on the shelf and the time, energy, resources, and strategy invested is lost. So, if everything is changing all the time and we can’t possibly prepare for an uncertain future, we don’t need a strategic plan or vision for the future at all, right?! WRONG! Vision is essential, strategy is essential, and without it you will only be reacting to the environment around you instead of building the future that you, your association, and your industry desire. The last thing I would want you to take away from this post is that the world is so uncertain or there are so many variables that strategic vision is not necessary. But it is equally necessary to understand how and why a different approach is needed to meet our current conditions and help our associations and societies We need only look at the federal funding discussions and passage of the [2025 One Big Beautiful Bill Act](https://www.brookings.edu/articles/one-big-beautiful-bill-a-preliminary-assessment/ "Learn more about The Big Beautiful Bill Act") for real-world examples of the kind of disruption we’re discussing. Even the threats of spending cuts in areas like medical and scientific research, libraries and museums, and higher education upended many an association strategic plan, even those that seemed very achievable in 2024. One AMR client’s entire reason for existing is to support an agency that was eliminated as a part of the restructured fiscal policy passed in 2025 – not only was most of their strategic plan no longer relevant, but they also had to reexamine their purpose for existing! Thankfully, board and staff leaders were able to pivot quickly, and they discovered that meeting their mission was not, in fact, reliant upon that federal agency. They are still working through the process of shifting all systems, programs, and offerings to meet that mission in a new way, but ***they might not exist today had they not had a strong, clear, shared vision to make that kind of agility and creativity possible, rather than relying on outdated tactics, models, and assumptions***. Rigidity, attachment to outdated approaches, and the presumption that our environment will be steady for the next 5-10 years are death sentences for associations in the modern world. But strategic planning is not dead (yet) – there are MANY models and approaches we can use to ensure an adaptable future for your association. Next up in the series, an exploration of VUCA modeling and how simple approaches offer an antidote to the chaotic sense of the world today. Are you up to the challenge? Reach out to [AMR Consultative Services](https://amrms.com/consultative-services/ "Check out our consultative services page ") for support on your *new and improved* strategic plan today. **Categories:** Blog Posts **Tags:** AMR Services, Strategic Planning --- ### [How To Create A Culture of Learning At Your Association](https://amrms.com/association-learning-culture/) **Published:** May 21, 2026 **Author:** AMR Management Services **Content:** The members who consistently show up to events, [volunteer](https://amrms.com/association-volunteer-managemen/ "Learn more about volunteer management") for committees, and renew year after year often have one thing in common: they’re hungry to learn. What if your association could meet that need every day, not just at one-off events? While conferences have their place, today’s members want more than one-off sessions. They want clear paths, practical takeaways, and credentials that support their career goals. Creating a culture of learning requires your association to build a system that supports your members’ growth *all year long*. Let’s explore several ways your association can strengthen its reputation by delivering ongoing learning opportunities that create meaningful, valuable experiences for its members. ## Understand Your Members’ Learning Needs. Associations often have diverse membership bases, ranging from students and early-career professionals to seasoned experts. Identifying each segment’s unique needs, goals, and knowledge gaps ensures your educational offerings are relevant and paves the way for more personalized member engagement. As a result, your members will feel more supported in their professional development! For instance, a recent graduate might seek foundational knowledge, mentorship, and basic certifications. Meanwhile, a mid-career professional might be looking for leadership training or advanced credentials to transition into a new role. Understanding these needs helps you design content that supports both types of members. Understand your members’ educational needs by: - **Conducting surveys, polls, or interviews** to uncover pain points and learning priorities. - **Analyzing event attendance and current course data** within your [learning management system (LMS)](https://blog.topclasslms.com/lms-for-nonprofits "Learn more about Top Class LMS") to see what topics resonate. - **Leading focus groups** to test ideas for new learning formats. Members are more likely to participate in learning offerings that align with their real-world challenges and aspirations. ## Build Structured Learning Pathways. Picture your education program as a journey rather than a collection of standalone courses. Learning pathways are curated sequences of courses and resources that help members reach specific professional milestones. Here are some examples: - “New to the Industry” onboarding programs for new healthcare administrators learning compliance basics and patient communication - “Skill-building tracks” focused on developing specific competencies like data analytics for clinical managers or patient experience design for nurse leaders - “Transitional programs” for clinicians moving into administrative or policy-focused roles, helping them build skills in budgeting, strategic planning, or stakeholder engagement If you want to guide members through structured career-building experiences, your technology needs to support that vision. For instance, your LMS should enable you to create custom learning pathways. Overall, pathways help learners stay on track, build confidence, and see the value your association offers over time. They also make it easier for staff to map out educational content. To get started, take a look at [your association management system (AMS)](https://blog.imis.com/association-software-ultimate-guide "Check out IMIS for your next AMS"). If it tracks member roles or interests, that data can help you create pathways that align more closely with learners’ goals—making your program more relevant. ## Offer Credentials to Add Value to Your Learning Program. Credentialing—whether in the form of certificates, digital badges, or microcredentials—serves as both motivation and proof of professional growth. [eCardWidget’s member appreciation guide](https://ecardwidget.com/member-appreciation-ideas/ "Grab some member appreciation ideas from Ecard Widget") emphasizes that recognizing milestones—such as with official certifications—boosts morale, makes members feel recognized for their dedication, and leads to improved retention. Verifiable credentials give members tangible ways to demonstrate their growth and accomplishments. Having proof of development can strengthen resumes, support job transitions, and help members publicly highlight their expertise. Here’s how to make your credential offerings more valuable to members: - **Ensure alignment with industry standards** and workforce demands. - **Stack microcredentials into broader certifications** that build over time. - **Offer ways to showcase achievements** in member profiles or directories—something many LMS platforms support with automated badge and certificate display features. - **Support secure verification of credentials** so employers can confirm a member’s qualifications without manual confirmation from your staff. With credentialing, members gain a competitive edge, while your association reinforces its role as a trusted source of knowledge and opens up a reliable stream of [non-dues revenue](https://amrms.com/association-new-revenue-streams/ "Learn more about Non Dues Revenue from our blog"). ## Foster a Community Centered Around Continuous Learning. Learning thrives in a community setting. The best way to build a culture of learning at your association is to encourage connection. That means interactions with peers and leaders who bring a sense of shared purpose to learning. Associations like yours are uniquely positioned to cultivate these connections using intentional strategies and technology that embed collaborative elements into learning experiences. For instance, here’s how you might build a more engaged learning community: - **Facilitate peer learning groups** or mentorship programs. - **Provide discussion boards and interest groups** where members can share knowledge and ask relevant questions. - **Offer cohort-based programs** that bring learners together in shared timelines with discussion forums, group activities, and progress tracking. - **Highlight member learning stories** in newsletters and other outreach. When members learn together, they retain more information, apply more of what they learn, and stay engaged. A vibrant learning community turns your programs from one-way content delivery into shared experiences that spark ongoing growth. ## Leverage Technology to Support Scalable Learning. Technology helps you deliver learning at scale, especially when member preferences and professional goals vary widely. Your LMS acts as the engine behind your educational programming. It allows you to host live and on-demand content, [incorporate gamification elements](https://amrms.com/lets-play-gamification-ideas-to-energize-your-audience-at-any-budget/ "Learn more about gamification from our blog") like progress bars and leaderboards, automate credential delivery, and personalize recommendations based on member data. [TopClass’s LMS implementation guide](https://blog.topclasslms.com/lms-implementation-checklist "Learn how easy it is to implement Top Classes LMS") recommends taking these steps to choose the right LMS: ![](https://amrms.com/wp-content/uploads/2026/05/image-1024x550.png)**Alt Text:** The steps to choosing an LMS for your association, written in the text below. 1. **Identify your needs.** Work with various departments to determine your learning objectives. You’ll also want to set a clear budget that accounts for both upfront costs and additional expenses like training. 2. **Research LMS options.** Start by looking at software review sites and checking individual providers’ sites to learn more about each platform’s functionality. An LMS consultant can also help you narrow your options based on your goals and budget. 3. **Request demos of your top choices.** Pay attention to each platform’s ease of use and check if training and support are available. You can also ask about alternative pricing models beyond upfront license fees, such as a “per course enrollment” option. When selecting your LMS, make sure it works as part of your broader tech ecosystem. It should integrate with your member management tools to create a smoother learning experience. For instance, integrating your LMS with your AMS or constituent relationship management (CRM) platform will help deliver targeted learning experiences. Let’s say your [LMS integrates with your Salesforce instance](https://topclasslms.com/integrations/salesforce "Learn more about TopClass LMS"). Your association can track which learning opportunities individual members take. Then, you can recommend other relevant courses, helping them stay committed to learning. If they earn certifications, your LMS will promptly share this information with Salesforce to help you stay on top of data tracking and validation. Essentially, choosing an LMS that integrates with your existing technology helps members access content easily and gives staff clearer insight into what drives engagement. ## Final Thoughts: Start Creating a Culture of Learning. You don’t need to overhaul your entire learning program or transform your digital strategy overnight. Start by creating one pathway or brainstorming new course topics to cover. Use member feedback and [engagement data](https://amrms.com/association-engagement-growth/ "Learn more about engagement growth from our blog") to determine what your members need. Once your learning program is in place, don’t stop working on it. Developing a culture of learning requires ongoing effort from your staff and members alike. Use LMS analytics, member feedback, and industry trends to evolve. Every step you take builds a stronger learning culture that benefits your entire community. Looking to help build your community? [Contact AMR](https://amrms.com/contact-us/ "Contact Us") today! **Categories:** Blog Posts **Tags:** Association Management, LMS --- ### [Why Engagement Is the New Growth Metric for Associations in 2026](https://amrms.com/association-engagement-growth/) **Published:** February 25, 2026 **Author:** AMR Management Services **Content:** For decades, association success was often measured by one primary number: membership growth. More members meant more revenue, more influence, and more stability. But as associations head into 2026, that metric alone no longer tells the full story. Today, engagement—not just enrollment—is emerging as the most meaningful indicator of an association’s health, relevance, and long-term sustainability. **Engagement Is Directly Tied to Retention and Revenue** Engaged members attend events, open emails, volunteer, contribute ideas, and advocate for the organization. They are more likely to renew, upgrade memberships, and justify sponsorship investments through their participation. The American Society of Association Executives (ASAE) has repeatedly emphasized that [member engagement is a critical driver of retention and non-dues revenue](https://www.asaecenter.org/resources/articles/an_plus/2026/01-january/the-engagement-gap-behind-todays-membership-declines/ "Learn more about the engagement gap from ASAE"). Associations that prioritize engagement consistently outperform those that rely solely on acquisition strategies. Sponsors and partners are paying attention as well. Attendance numbers, session participation, and digital engagement metrics increasingly influence sponsorship decisions. Associations that can demonstrate active, involved communities are better positioned to secure long-term partnerships. **What Engagement Looks Like in 2026** Engagement today goes far beyond event attendance. It is multi-channel, ongoing, and measurable. Common engagement indicators include: - Email open and click-through rates - Event registration and repeat attendance - Volunteer participation and leadership pipelines - Online community activity and discussion contributions - Content downloads and educational program completion Platforms that track these touchpoints allow associations to move from anecdotal assumptions to data-informed decision-making. Higher Logic notes that [engagement is key](https://www.higherlogic.com/news/higher-logics-2025-association-member-experience-report/ "View the report from Higher Logic") to keeping members involved, and engaged members are more likely to renew, advocate, and contribute meaningfully. **Engagement Requires Intentional Strategy, Not More Noise** One of the most common mistakes associations make is assuming engagement will improve simply by increasing the volume of communications or programming. In reality, engagement improves when experiences are relevant, accessible, and aligned with member needs. This requires: - Clear value communication across all channels - Thoughtful segmentation of member audiences - Programming that balances flexibility with connection - Consistent follow-up and feedback loops Engagement strategies must be integrated across marketing, events, communications, and governance rather than operating in silos. **Why Association Management Partners Matter** Sustaining engagement at scale requires more than good intentions. It requires infrastructure, staffing, and strategic oversight. Association management partners play a critical role in helping organizations translate engagement goals into executable plans. From analyzing engagement data and refining communication strategies to supporting volunteer leaders and optimizing events, experienced management partners help associations move beyond surface-level metrics toward long-term impact. The shift from “How many members do we have?” to “How engaged are our members?” represents a fundamental evolution in how associations define success. **Looking Ahead** As associations plan for 2026 and beyond, engagement will continue to shape decisions around programming, staffing, technology, and partnerships. Organizations that prioritize meaningful member involvement not just growth will be best positioned to retain members, attract sponsors, and remain relevant in an increasingly competitive landscape. Engagement is no longer a secondary metric. It is the foundation for sustainable growth. **How AMR Supports Engagement-Driven Growth** AMR partners with professional associations to turn engagement into measurable, sustainable impact. Through integrated management, marketing, and communications support, we help organizations strengthen member connections and drive long-term growth. [Contact us today](https://amrms.com/contact-us/ "Contact Us") to find out how we can grow together. **Categories:** Blog Posts **Tags:** Best Practices, Engagement, Membership --- ### [ Small Changes, Big Impact](https://amrms.com/how-to-plan-sustainable-association-conferences-no-budget/) **Published:** March 18, 2026 **Author:** Molly Marsh **Content:** **The Challenge:** Sustainable events are not new to the association space, nor to the events industry as a whole. For many years, we’ve discussed and explored [ways to reduce waste and make more responsible and ethical decisions](https://www.executivevents.com/post/the-future-of-sustainable-event-planning-going-beyond-the-basics) when it comes to association conferences. The problem is that, often, those changes need two things: focus and resources to support different choices…and associations often have neither. So how do we leverage our AMC expertise and passion for building the future of sustainable events with our clients without budget (or time) and without adding one more thing for busy volunteers to think about? **The Process:** We called it “stealth sustainability.” Starting in 2023, the AMR Education and Events Department reviewed, evaluated, and iteratively implemented sustainable event practices that support waste reduction (and often cost reduction!), sustainable sourcing, and recycling within the processes and systems we already use to plan events. Simple changes, like eliminating all bottled water and using only water stations, reducing or eliminating beef on event menus, working with venues (in our existing pre-planning meetings) to plan ahead for recycling and food rescue, and eliminating disposable coffee cups for breaks, don’t cost anything extra and (for the most part) they don’t take away from the attendee experience. We focused on small changes first, to build momentum and demonstrate success, and then, at the end of 2025 rolled out conversations with each of our clients about ways to broaden the impact at their events. **The Results:** Many clients have responded with interest in other, more advanced and visible sustainability steps that they likely would have been hesitant to take without our measured approach. By stepping forward thoughtfully and leveraging our department’s collective creativity, we have created more sustainable events and triggered interest and momentum that wasn’t there before. Across the AMR client spring conferences in 2026, we are projecting to: – Save 3,483,000 gallons of water(!) through reduced beef consumption – Eliminate over 10,000 paper and disposable coffee cups – Eliminate the use of nearly 3,500 plastic water bottles This how seemingly small changes create big impact – #helpingassociationschangetheworld! **Categories:** Case Studies --- ### [4 Virtual Solutions to Rising Association Event Costs](https://amrms.com/association-event-costs/) **Published:** March 12, 2026 **Author:** AMR Management Services **Content:** Event costs are rising for everything from venue rentals to catering to audiovisual equipment. For associations, it can be difficult to manage these rising costs while still offering fair ticket prices to your attendees. **Increasing costs are a significant threat to associations, adding pressure to your budget and impacting your ability to host engaging events.** There are steps your association can take to mitigate increased costs, such as introducing [additional revenue streams](https://amrms.com/association-new-revenue-streams/ "Learn more about association revenue ideas from our blog"), selling event merchandise, or [using AI](https://protechassociates.com/association-answers/ai-for-associations/ "Lear more about how AI can help associations") to boost staff efficiency. However, you can also save by changing your event format. In this guide, we’ll explore virtual event solutions that will help your association expand its reach and produce sustainable, high-return events. ## Adopt a strategic hybrid model. Hybrid event models allow attendees to engage either remotely or in person. Ideally, these events should blend the two formats so that both groups of attendees have a positive, valuable experience. One way to do this is with the “hub-and-spoke” model. Here’s how this model works: - **The Hub:** The central, in-person activities serve as the hub for the event. This might look like a traditional conference with speakers, welcome galas, workshops, etc. To control costs, cap in-person attendance to align with your budget. - **The Spokes:** The spokes are virtual components. This could include localized watch parties (such as a chapter meeting up to watch session speakers) or tailored online-only event tracks. Offering virtual options allows more people to attend without the increased cost of hosting a large in-person event. Managing hybrid events doesn’t require [complex technology](https://amrms.com/complex-association-tech-needs/ "Learn more about association tech needs from our blog"), but you’ll need to plan ahead to ensure you can offer an integrated experience. This is why [Protech recommends](https://protechassociates.com/association-answers/association-management-software/ "Learn more about association management software from protech") choosing an association management system that offers event planning tools to streamline set-up and integrate with video conferencing software like Zoom. ## Offer additional sponsorship value. When you think of traditional event sponsorships, you likely envision things like signage or printed materials with your sponsor’s logo. By pivoting to digital sponsorship options, you can offer a low-cost, high-impact opportunity for sponsors to reach more attendees. Get creative with these sponsorship opportunities, offering innovative options like: - **Sponsored educational tracks** that attendees engage with, either at the event or online. - **Co-branded whitepapers**, reports, or other downloadable resources. - **Exclusive “ask the expert” webinars** hosted by the sponsor. - [**Gamification elements**](https://amrms.com/lets-play-gamification-ideas-to-energize-your-audience-at-any-budget/ "Learn more about gamification from our blog") that mention or feature the sponsor (e.g., “This digital scavenger hunt is sponsored by \[Sponsor Name\]!”). - **Ad breaks** that play before or between sessions on livestreams. - **A branded splash screen or notifications** on your official event mobile app. This approach gives sponsors what they value most: measurable lead data and direct access to a target audience. Digital sponsorships often yield a higher profit margin for the association, as you are simply selling pieces of your owned media rather than creating entirely new materials. ## Launch niche virtual events. Large conferences have many benefits, but one *downside* is that it is impossible to create experiences that align with every attendee’s preferences. This is particularly true for hyper-specific or niche topics and interests. Rather than trying to be all things to all members at one large, expensive annual meeting, consider hosting specialized virtual summits. To get started, choose a focused topic that you can do a deep dive into. You might survey members or use historical data from [your membership management software](https://fonteva.com/membership-management-software/ "Learn more about membership management software from fonteva") to learn about their interests. A few types of events you might host include: - A series or study group to help members prep for a specific certification - Resume or portfolio workshops - Tailored networking events (e.g., Women in \[Your Industry\] Virtual Mixer, Mentoring for Young Professionals) - Deep-dive workshops into specific tools or technologies, such as a common industry software or artificial intelligence - Q&As about recent regulatory updates These events allow you to accommodate niche interests without organizing multiple expensive events, showing your [appreciation for members](https://ecardwidget.com/member-appreciation-ideas/ "Learn more about member appreciation from Ecardwidget") while balancing your budget. They also give you low-stakes opportunities to pilot new formats and ideas. If these virtual summits go well, you could incorporate them into your larger events. ## Leverage data to reduce wasted resources. Analyzing your financial data can help you reduce waste. Not only can you pinpoint areas of excessive or unnecessary spending, but you can also identify areas where it makes sense to switch to a virtual or hybrid solution. Look out for these common examples of waste in your own data: - **Spending hundreds (or thousands) on printing costs** → Start using digital forms and event materials. In addition to being more cost-effective, [Smartwaiver’s guide to waiver software](https://www.smartwaiver.com/blog/waiver-software "LEarn more about waiver software from Smartwaiver") highlights that digital forms are also easier to manage, provide better user experiences, and offer improved accessibility. - **Paying exorbitant fees for catering and venues →** Switch to virtual or hybrid events to limit headcounts. - **Purchasing hundreds of tote bags and other swag** → Offer digital swag bags. Include free trials for top software, sponsor discount codes, and exclusive resources. - **Having staff work overtime to address members’ questions and requests** → Leverage AI-powered tools. AI agents and chatbots can be trained on your organization’s data and internal processes to provide high-quality, 24/7 support. Additionally, pay attention to and strengthen areas where you are already excelling. For example, maybe your volunteer force saves you thousands of dollars in labor costs each year. Be sure to show [your appreciation](https://amrms.com/volunteer-appreciation-strategies/ "Learn more about volunteer appreciation from our blog") by sending them a digital eCard, recognizing them publicly, or giving them a thank-you gift. --- Rising event costs are a challenge impacting the entire association industry. Your association will need to make fundamental shifts to how events are structured to balance profitability with membership value. Your organization can lead this shift by embracing virtual strategies and data-driven decision-making that maximize your event’s budget *and* impact. [Contact us](https://amrms.com/contact-us/ "Visit our contact us page to see how we can build a strategic future for your association") today if you are interested in partnering with AMR to work on a strategic plan and see how AMR can help your association change the world. **Categories:** Blog Posts **Tags:** Best Practices, Conferences, Events --- ### [4 Volunteer Appreciation Strategies to Retain Support](https://amrms.com/volunteer-appreciation-strategies/) **Published:** January 28, 2026 **Author:** AMR Management Services **Content:** Volunteer retention can be a challenge for medium-sized organizations, with factors such as high turnover creating a significant financial burden. While you may be careful to avoid [overscheduling your volunteers](https://amrms.com/overscheduling-is-killing-your-productivity/ "Learn more about overscheduling") or leaving them without much-needed guidance, the turnover culprit is often a lack of internal appreciation. By implementing simple, high-impact strategies to make volunteers feel valued, volunteer leaders can increase the satisfaction and retention of their volunteers, leading to a stronger organization. This guide covers various appreciation strategies that your association can implement to retain volunteer support. ## Establish an Appreciation Habit Volunteers want to feel appreciated consistently throughout the year for their various efforts, not just at one annual event. Just as [initial cultivation](https://blog.charityengine.net/donor-cultivation "Learn more about donor cultivation from Charity Engine") is an ongoing effort, appreciation should be integrated into an organization’s culture and prioritized at various points instead of as a once-a-year administrative task. These are various ongoing, low-effort appreciation tactics to make your volunteers feel recognized, such as: - Mentioning volunteer contributions by name at every board meeting - Adding “Volunteer Spotlights” to the monthly member newsletter - Sending personalized emails or handwritten notes from the board chair or a committee leader An appreciation calendar is a great way to organize and appropriately space out recognition efforts throughout the year, to ensure thoughtful communication. Consider the timings of other important communications as well, to avoid overwhelming volunteers. As [Meyer Partners](https://www.meyerpartners.com/fundraising-blog/donor-stewardship-matrix "Learn more about fundraising from Meyer Partners") explains, thank-you messages can be included in your overall stewardship matrix, allowing you to align them with other engagement opportunities, like birthday cards or feedback surveys. ## Personalize Your “Thank You”s While generic, mass-produced thank-you notes can make the act of thanking your volunteers less daunting, these forms of appreciation are often overlooked. Effective appreciation and gratitude stem from personalization and taking the time to express thanks for the volunteer’s unique contribution. Here are some tips to personalize thank-yous to your volunteers: - Connecting the thank you directly to a specific action - Acknowledging the impact of their action - Delegating the thank-you process across all board members Supplementing these thank-you messages with data can really help communicate the point that your volunteers are recognized and valued for their commitment to your organization. Volunteers’ personal details, impact data, and other information should be stored in your [constituent relationship management (CRM) system](https://blog.charityengine.net/best-nonprofit-crm "Learn more about CRM from charityengine") or association management software (AMS), which can help personalize communications and make each thank you feel specific to the volunteer. ## Ask for (and Implement!) Volunteer Feedback The highest form of respect and appreciation to a volunteer is valuing their perspective and the time they have committed to your organization. Volunteer burnout often happens when they feel that their time has been wasted or their expertise has been ignored. Here is a list of suggestions for ways to gather volunteer feedback: - Holding a focus group-style feedback session, where volunteers provide honest feedback on their experience, and the board simply listens and takes notes. - Conducting an annual, brief survey to understand why volunteers stay (and why others leave) to guide future retention efforts. By being considerate of your volunteers’ schedules and time, they will feel truly seen and appreciated for the work they have done for your organization. The feedback process should not be cumbersome, but rather an easy one to ensure that participants know their opinions are heard, provided they are able and willing to participate. It is essential for your organization to consistently reaffirm its commitment to incorporating volunteer feedback whenever possible. This shows volunteers that their feedback isn’t just appreciated, but it’s also taken seriously and considered as a measure of improving the volunteer experience. ## Lean Into Public Appreciation Recognizing small milestones throughout your volunteers’ efforts can help maintain momentum and high morale. It is essential not to wait until a major project is completed to celebrate, but to show appreciation at every small moment along the way. Here are some simple but meaningful ways to celebrate small milestones: - Create a weekly or monthly recognition post that spotlights small wins, keeping it fun, celebratory, and personal. - Launch [an awards program](https://amrms.com/association-awards-management-strategies/ "Learn more about awards management from our blog") in which you formally show your appreciation through tangible gifts, like plaques or gift cards. - Have staff or team leads send short, handwritten thank-you notes or quick video messages when a volunteer hits a small benchmark in the project. - Provide volunteers with fun digital badges, stickers, or icons in your volunteer portal to represent milestones. - Offer small, low-cost perks when volunteers hit mini goals, such as a gift card for coffee or a special volunteer-only magnet. Personalization is the key to successful appreciation, and while some volunteers may enjoy public appreciation, not all of them will. The best way to show volunteers you care is by keeping their preferences top of mind. --- Effective volunteer appreciation is a high-return retention strategy that requires consistency, personalization, and authenticity. Not only does it help you retain existing volunteers, but it can also [grow your organization’s community](https://amrms.com/how-associations-can-grow-without-breaking-the-bank/) by demonstrating your authenticity to newcomers. Be sure to audit your current appreciation methods and implement a new, personalized strategy this month that will immediately strengthen volunteer commitment and support for your organization. **Categories:** Blog Posts **Tags:** Association Management, Volunteers --- ### [How AMR Helped a Client Cut Credit Card Fees in Half](https://amrms.com/how-amr-helped-a-client-cut-credit-card-fees-in-half/) **Published:** January 21, 2026 **Author:** Rachel Hight **Content:** For many associations, credit card processing fees are a necessary but frustrating expense. While members often appreciate the convenience of paying by card, the organization is left absorbing the costs. With the overall cost of doing business skyrocketing, credit card fees are also going up because associations have to charge more to cover expenses. One of AMR’s clients recently tackled this challenge with guidance from the AMR team, and the results speak for themselves: a reduction in credit card processing fees by more than half. By working with AMR to rethink how payment costs were handled, the organization implemented a simple, member-friendly change that dramatically reduced expenses without sacrificing convenience. ### The Strategy: Adding a Flat-Rate Processing Fee The organization added a simple field to its forms asking how members plan to pay. Those who choose to pay by credit card are automatically charged a flat-rate fee, loosely based on 3%, to help offset processing costs. While these fees do increase the overall amount assessed by the processor, the added revenue from the flat-rate fee significantly offsets the organization’s expense. ### How It Works in Practice - Members self-identify their payment method when completing a form. - A flat fee is applied if they choose credit card as their payment option. - Fee offsets are tracked in the organization’s general ledger by coding this portion of the revenue directly to the credit card fee expense account. This approach not only makes the costs more transparent but also aligns the expense with its true source. ### The Results: A 58% Savings By implementing this simple change, this AMR client has seen its credit card processing fees reduced by more than half from 2022 pre-processing fee to 2024 once it was fully implemented across most forms. That is money that can now be redirected to member services, programs, and initiatives instead of going to a credit card processor. ### Why It Works 1. **Cost-sharing:** Members who choose the convenience of credit cards help cover the expense of that convenience. 2. **Transparency:** Members clearly see the fee at the time of payment, which minimizes confusion. 3. **Efficiency:** Offsets are automatically tracked in the accounting system, simplifying financial reporting. ### **Additional Tips and Resources** Credit cards are not the only payment option available to associations, and in many cases, alternatives like [ACH payments can significantly reduce transaction costs](https://ramp.com/blog/ach-processing-fees "Learn more about ACH Payments from Ramp"). ACH fees are typically a flat amount per transaction and are often far lower than percentage-based credit card fees, making them a cost-effective option for dues, event registrations, and recurring payments. For organizations collecting online payments, it is also important to understand how processing fees should be recorded and reported correctly. Resources like *[How to Account for Credit Card Fees When Collecting Online Donations](https://donorsnap.com/uncategorized/how-to-account-for-credit-card-fees-when-collecting-online-donations/ "Learn more from Donorsnap's blog")* from DonorSnap and *[How to Avoid the Hidden Fees Costing Your Nonprofit](https://blog.charityengine.net/avoid-hidden-nonprofit-fees "Learn more from Charity Engine's blog")* from CharityEngine offer helpful guidance on fee transparency, accounting treatment, and strategies to minimize unnecessary costs. **A Model for Other Associations** Credit card fees can be a hidden drain on association budgets, but this client’s experience shows there are smart, member-friendly ways to reduce the impact. By introducing a small, predictable fee and capturing it correctly in the ledger, associations can take back control of their finances while continuing to offer payment flexibility to members. [Contact AMR today](https://amrms.com/contact-us/ "Contact Us") to see how we can help your association change the world. **Categories:** Blog Posts **Tags:** Association Management, Best Practices, Finance --- ### [AMR Management Services Announces Leadership Promotions](https://amrms.com/amr-management-services-announces-leadership-promotions/) **Published:** January 13, 2026 **Author:** AMR Management Services **Content:** LEXINGTON, KY (January 12, 2026) — AMR Management Services is pleased to announce a series of executive leadership promotions, effective January 1, 2026, reflecting the firm’s continued growth and investment in [exceptional talent.](https://amrms.com/the-amr-team/ "View Our Team") ![Tracy Tucker](https://amrms.com/wp-content/uploads/2022/08/TracyTucker.png)**Tracy Tucker** has been promoted to Chief Operating Officer. In this role, Tucker will oversee AMR’s day-to-day operations, ensuring operational excellence, scalability, and consistent delivery of high-quality service to clients. Tucker has been with AMR more than 25 years and previously served as Executive Vice President. ![DeLaine Bender](https://amrms.com/wp-content/uploads/2022/08/DeLaineBender.png)**DeLaine Bender, CAE**, has been promoted to Chief Growth Officer, where she will lead AMR’s business development, marketing, and communications strategy, with a focus on expanding the firm’s reach within the association management space. Bender previously served as Vice President of Client Services and has been with AMR for more than 15 years. ![Melanie Bowzer](https://amrms.com/wp-content/uploads/2022/08/MelanieBowzer.png)**Melanie Bowzer, CAE,** has been promoted to Vice President of Client Services. In this role, she will support AMR’s client services strategy, ensuring strong client relationships and exceptional client experiences. Bowzer previously served as AMR’s Managing Director and has been with the firm for more than 14 years. “These promotions recognize the talent, leadership, and commitment of our team,” said **Nick Ruffin, CAE**, President and Chief Executive Officer of AMR Management Services. “Each of these individuals plays a critical role in our success, and we’re excited to see their impact continue to grow as we look ahead.” ![Nick Ruffin](https://amrms.com/wp-content/uploads/2022/08/NickRuffin.png) AMR Management Services has been *Helping Associations Change the World*™ for more than 25 years. Headquartered in Lexington, Kentucky, AMR is a charter-accredited association management company supporting national and international [nonprofit associations](https://amrms.com/partners/ "View Our Client Partners") with comprehensive services—including association management, strategic leadership, financial management, membership support, and event planning—to help organizations grow, engage members, and achieve their missions. **Categories:** Uncategorized --- ### [AMR Management Services Welcomes the Master Brewers Association of the Americas as a New Client](https://amrms.com/amr-management-services-welcomes-the-master-brewers-association-of-the-americas-as-a-new-client/) **Published:** January 1, 2026 **Author:** AMR Management Services **Content:** LEXINGTON, KY (January 5, 2026) — AMR Management Services, a Kentucky-based association management firm, is pleased to welcome [the Master Brewers Association of the Americas (MBAA)](https://www.mbaa.com/ "Visit the MBAA website") as its newest client. MBAA joins a growing roster of more than 25 national and international associations that have chosen AMR as their trusted management partner. ![Master Brewers Association Of The Americas](https://amrms.com/wp-content/uploads/2025/12/MBAA.png)Master Brewers Association Of The Americas Founded in 1887, MBAA is a dynamic, growing community of more than 3,000 members globally. The association is dedicated to advancing the brewing, fermentation, and allied industries by advocating the exchange of knowledge, creating and disseminating credible information, developing world-class educational offerings, and providing valuable professional development opportunities. “We’re excited to begin this partnership with MBAA and support an organization with such a strong scientific foundation and respected legacy in the brewing community,” said Nick Ruffin, CAE, President and Chief Executive Officer of AMR Management Services. “Our team is energized to collaborate closely with MBAA leadership to strengthen their programs, extend their reach, and advance their important work.” “Working with AMR gives us real momentum as we look ahead,” said Brian Faivre, MBAA President. “Their depth of experience, combined with our committed leadership and membership, position MBAA to expand our impact and deliver even more value to brewers across the industry and the world.” **About AMR Management Services** AMR Management Services has been *Helping Associations Change the World*™ for more than 25 years. AMR is a charter accredited association management company supporting national and international nonprofit associations with comprehensive services—including association management, strategic leadership, financial management, membership support, and event planning—to help organizations grow, engage members, and achieve their missions. **About the Master Brewers Association of the Americas** Founded in 1887, the Master Brewers Association of the Americas (MBAA) is a global, nonprofit professional and scientific organization dedicated to advancing the brewing, fermentation, and allied industries. MBAA supports and shares scientific research, fosters the exchange of knowledge, and delivers high-quality education and professional development through conferences, publications, and seminars. Today, MBAA serves more than 3,000 members across 28 districts in over 50 countries. Learn more at [mbaa.com](https://www.mbaa.com/ "Visit the MBAA Website"). **Categories:** Press Releases --- ### [Unlocking New Revenue Streams: A Guide for Associations](https://amrms.com/association-new-revenue-streams/) **Published:** December 10, 2025 **Author:** AMR Management Services **Content:** For decades, membership dues were the backbone of association funding. Today, however, that old foundation is shaking under economic uncertainty, shifting member expectations, and a crowded competitive landscape. Relying solely on dues is no longer a sustainable approach. To thrive, associations must **diversify revenue sources** and build a resilient portfolio that balances dues with new, mission-aligned income streams. In this guide, we’ll explore some of the most effective ways to grow [**non-dues revenue**](https://amrms.com/beyond-membership-dues-6-ways-to-build-year-round-revenue/ "Check out more ways to generate non dues revenue from our blog ") and strengthen your association’s financial stability. ## **Expand Educational and Event-Based Offerings** Your association’s expertise is its greatest asset and a natural starting point for non-dues revenue. Members already look to you for professional growth and industry insight, so why not monetize that value through targeted **educational offerings**? Here are a few proven strategies to start: - **Develop premium webinars.** Offer specialized sessions with expert speakers or exclusive access for paid registrants. Webinars are cost-effective and can double as lead generators for future memberships or events. - **Create on-demand video courses.** Package recorded training or continuing education content that members can access anytime. This allows your content to generate ongoing revenue long after the event ends. - **Establish professional certification programs.** Certification not only reinforces your authority but also gives members tangible career benefits that justify a higher price point. - **Leverage virtual and hybrid events for scale.** Hybrid and fully virtual events open the door to **new** [**sponsorship opportunities**](https://amrms.com/building-blocks-for-long-term-partnerships/ "Find out how to make long term partnerships for your association from our blog") and a potentially **global reach**. Without the limitations of geography or venue size, your association can attract a wider audience and more sponsors at a fraction of the cost. Offering unique opportunities like these helps you [keep members engaged](https://amrms.com/member-engagement-analytics/ "Learn more about member engagement from our blog"), securing revenue for your association in the long run as well as the short term. ## **Create New Tiers of Sponsorship** If your sponsorship model begins and ends with conference booth sales, you’re missing out on significant potential revenue. Corporate partners today want more than visibility; they want alignment and engagement throughout the year. Develop **tiered partnership packages** that deliver continuous value and measurable ROI. This approach builds stronger relationships with sponsors while creating predictable revenue for your association. Potential benefits to include: - **Logo placement** in newsletters, event pages, and member communications. This can be the first tier of your sponsorship package with a relatively lower barrier to entry. - **Sponsored thought leadership,** such as co-branded white papers or joint research reports. Offer this benefit to your second-tier sponsors in addition to the logo placement, allowing them to establish their expertise with your members. - **Dedicated, sponsored email campaigns** to targeted member segments. This will likely be the most valuable benefit of the three, enticing sponsors to invest in your top-tier sponsorship package. By shifting from one-time transactions to **year-round partnerships**, your association can create a stable, predictable revenue stream and prove your commitment to an ongoing collaboration. ## **Optimize Your Fundraising and Donation Strategy** If your association has a charitable arm or foundation, optimizing its donation process can unlock significant new revenue. A **clunky, multi-step donation form** or outdated payment process can cause potential donors to give up halfway through. Instead, build a streamlined system for [processing charity donations](https://bankingcrowded.com/charity-donation-processing/ "Learn more about the donation process from Banking Crowdid.com"). A modernized, donor-friendly system should include: - **Multiple payment options**, like credit card, ACH, or digital wallets. - **Simple setup for recurring giving**, including monthly or quarterly donations. - **Instant, automated tax receipts** that save staff time and improve donor satisfaction. Simplifying the donor experience directly translates into higher conversion rates, stronger donor retention, and more reliable fundraising income. ## **Manage the Financials of New Revenue** Diversifying your association’s revenue is an essential growth strategy, but it also requires careful [financial management](https://amrms.com/association-financial-management/ "Learn more about financial management for associations"). Each new stream introduces additional layers of **tracking, reporting, and compliance** requirements. This complexity is magnified for [multi-chapter organizations](https://bankingcrowded.com/multi-chapter-orgs/ "Learn more about multi chapter orgs from BankingCrowded.com"). When HQ lacks visibility into chapter accounts, financial blind spots can lead to compliance risk and inaccurate reporting. A [**unified financial system**](https://bankingcrowded.com/associations/ "Learn more from Bankingcrowded.com") that provides visibility into all chapter accounts and tracks all income from dues, events, sponsorships, and donations is essential for managing new revenue at scale. With unified visibility, you can: - Track performance across every revenue stream. - Ensure compliance and reduce manual reconciliation. - Empower local chapters with clear financial guidance and tools. This transparency enables smarter budgeting, more informed forecasting, and confident decision-making at every level. ## **Building a Resilient Financial Future** Diversifying revenue is a strategic imperative for growth. By creating new forms of value for members and partners and managing those streams effectively, your association can weather economic uncertainty and build lasting impact. When your organization can **unlock new revenue streams, optimize donor engagement, and maintain centralized financial visibility**, you set your association up for long-term success. [Reach out to AMR today](https://amrms.com/contact-us/ "Visit our contact page") to see how we can help your association change the world. **Categories:** Blog Posts **Tags:** Association Management, Best Practices, Finance, Membership, Revenue --- ### [Let’s Play: Gamification Ideas to Energize Your Audience at Any Budget](https://amrms.com/lets-play-gamification-ideas-to-energize-your-audience-at-any-budget/) **Published:** December 3, 2025 **Author:** Shelbey Lang **Content:** **Let’s Play: Gamification Ideas to Energize Your Audience at Any Budget** According to the [National Institute of Play](https://nifplay.org/play-for-you/make-play-part-of-an-adult-life/ "Check out the national institute of play website"), “being playful is the healthiest way to spend your time.” [Research shows](https://news.cuanschutz.edu/medicine/playfulness-helps-tackle-adversity?utm_source=chatgpt.com "Learn more about playfulness from cuanshutz.edu") that play helps adults build resilience, retain new information, and create memorable experiences. In short, adults learn and engage more effectively when they are having fun. So how can associations bring more play into their events and communications? ## **Social-Activated Play** ![NAHN Gamification Quiz asking questions to your conference audience](https://amrms.com/wp-content/uploads/2025/12/Picture6.jpg) Social media offers a free and effective way to introduce gamification. This fall, the [National Association of Hispanic Nurses](https://www.nahnnet.org/ "Visit the NAHN website") (NAHN) celebrated its 50th anniversary by sharing background about its founding members and then turning that content into Instagram Story quizzes. Followers learned about NAHN Living Legends while participating in a quick, low-stakes game. Weekly prize drawings encouraged participation, and one winner noted, “Thank you for doing this! It’s been very informative and empowering!” ## **App-Powered Adventures** Event apps are now standard at many association conferences, and they offer ideal opportunities for interactive games. At its annual conference, NAHN added a scavenger hunt into its app to increase engagement in an exhibit hall of more than 60 organizations. Attendees visited booths, scanned QR codes, and answered multiple-choice questions provided by the exhibitors. Correct answers earned attendees points on a live leaderboard, and top scorers were entered to win prizes. The result? Stronger exhibitor-attendee interactions and a more enjoyable, memorable exhibit hall experience. ![NAHN Conference app screenshot showing a leaderboard](https://amrms.com/wp-content/uploads/2025/12/Picture5.jpg) ![Table at the NAHN conference ](https://amrms.com/wp-content/uploads/2025/12/Picture4-1.jpg) ## **Booth-to-Booth Bingo** No conference app? No problem. Associations can still spark fun, friendly competition with low-cost, offline games. This fall, the [Association of Women Surgeons](https://www.womensurgeons.org/ "Visit the AWS website") (AWS) used printed bingo cards to drive engagement in its exhibit hall. Each Bingo square represented an exhibitor, and attendees collected signatures as they visited each table. Completing bingo earned members the chance to win a prize. Conference-goers and exhibitors loved the activity, and both requested its return for future conferences. ![Bingo card from AWS and a photo of a booth from the event. ](https://amrms.com/wp-content/uploads/2025/12/Bingo1-1024x427.png) ## **Playful Programming** Lastly, associations can incorporate play and gamification directly into their programming. At the AWS conference, one plenary session featured a Jeopardy-style game with teams, buzzers, and trivia questions inspired by the theme *Pioneering Women Leaders*. The result was a lively, interactive, team-based activity that reinforced the organization’s mission while sharing educational facts in a memorable, engaging way. ![Group shot from the AWS conference](https://amrms.com/wp-content/uploads/2025/12/Gorup-ShotPicture1-1024x545.jpg) ## **Winning Takeaways** By weaving elements of play into conferences and communications, associations can create more engaging, meaningful, and memorable experiences. Whether high-tech or low-cost, gamification helps people connect, learn, and enjoy the moments that matter ***At AMR, we help associations bring ideas like these to life. If your organization is ready to explore fresh, fun, and effective ways to energize your audience, we’re here to open the door.*** ***[Contact us today](https://amrms.com/contact-us/ "Visit our contact page") to get started.*** **Categories:** Blog Posts **Tags:** Engagement, Events, Meetings --- ### [Volunteer Management: Turning Passion Into Long-Term Support](https://amrms.com/association-volunteer-managemen/) **Published:** November 25, 2025 **Author:** AMR Management Services **Content:** Association volunteers are key to delivering member value. From your board to your committee chairs to your conference speakers, association volunteers go above and beyond what people typically consider when they think of volunteers. Volunteers are the people who truly power your organization. After all, volunteers perform [20-25%](https://www.asaecenter.org/resources/articles/foundation/2019/be-a-more-effective-volunteer-manager "Lear how to be a more effective volunteer manager from ASAE") of an association’s work on average. With that in mind, you need to do more than just manage volunteers. Instead, you must cultivate an enriching, positive volunteer experience that encourages high-quality work and helps retain their long-term support. Explore strategies for creating a reliable volunteer base that fuels your mission. ## 1. Create volunteer job descriptions. If you want volunteers to take their roles seriously, treat them like actual jobs. Volunteer job descriptions formalize the recruitment process and help volunteers find opportunities that align with their expertise. Additionally, developing these descriptions allows you to clarify expectations for each role from the beginning, ensuring [consistency](https://amrms.com/the-power-of-consistency-top-5-ways-standardized-processes-drive-efficiency-for-associations/ "Learn why consistency is important from our blog") and alignment between volunteers and volunteer managers. These descriptions should include elements like: - Role title - Time commitment - Key responsibilities For example, let’s say you’re looking to recruit new members for your conference committee. The job description for this role may look something like this: ***Role Title:*** *Conference Committee Member* ***Time Commitment:*** - *2-3 hours per month for the 12 months leading up to the conference* - *10 hours for speaker proposal review* - *8 hours for the day of the conference* ***Key Responsibilities*** - *Brainstorming conference theme* - *Advising on event budget* - *Recruiting speakers* - *Reviewing speaker proposals* - *Acting as a session moderator* - *Debriefing the* [*event*](https://www.qgiv.com/blog/event-management-software-for-nonprofits/ "Learn more about event management software") This volunteer job description lets potential candidates know exactly how much time they’d need to dedicate and what they’d need to do, preventing any miscommunications about the role’s responsibilities. ## 2. Develop a formal onboarding process. Once new volunteers sign up, teach them about your association so they know the context under which they’re operating. Help them feel more connected to your mission and informed about your association’s work. Develop an onboarding packet with the following information: - **Your mission and strategic plan.** Summarize your mission so volunteers know what they’re working to support. Your [strategic plan](https://bloomerang.com/blog/nonprofit-strategic-planning/ "Lear more about strategic planning from bloomerang") can also provide more in-depth information about how your association pursues its mission. - **Introduction to your board and staff members.** Include quick bios and photos of key stakeholders at your association. Highlight which specific [board](https://amrms.com/boards-role-in-fundraising/ "Learn a Board's role in fundraising from our blog") and staff members each volunteer will work with. - **Goals related to their role.** Let’s say you just recruited new members for your professional development committee. You may explain that this committee’s current goal is to launch a new networking program for members. Additionally, give volunteers a calendar with key dates for your association as a whole and their specific roles. For instance, if your professional development committee has already planned the timeline for your new networking program, include the launch date. ## 3. Connect volunteer tasks to your mission. Research shows that [39% of association volunteers](https://www.asaecenter.org/resources/articles/foundation/2019/be-a-more-effective-volunteer-manager "Check out some volunteer stats from ASAE ") think a better understanding of how their work fits into the association’s broader context would improve their experience. Remind volunteers that their work matters. Some tasks may seem menial or unimportant, but even small actions serve your mission. Explain the deeper meaning behind volunteers’ work. While it may seem obvious to your membership committee that their role is to [recruit](https://bloomerang.com/blog/volunteer-recruitment-plan/ "Learn how to better recruit volunteers from Bloomerang"), onboard, and retain members, they may not realize that many members rely on your association to identify new job opportunities, helping them further their careers and provide for their families. Share member testimonials and [stories](https://amrms.com/the-art-of-online-storytelling-5-tips-for-your-website/ "Learn more about storytelling from our blog") to illustrate volunteer impact. For instance, you may tell the story of a member who found your association through your membership committee’s outreach efforts and ended up starting a successful new business venture with a fellow member. This type of story helps volunteers connect their work to real outcomes and better understand how they contribute to your [association’s community](https://amrms.com/conference-community-and-connections/ "Learn how to foster community and connections at your conference from our blog"). ## 4. Recognize volunteers often. Volunteering can be a thankless job, but your association has the power to change that. Recognizing association volunteers’ hard work and dedication shows that you appreciate them and are invested in keeping them around. Use a combination of public and private recognition strategies to thank volunteers, such as: - Newsletter spotlights - Awards - Social media shoutouts - Handwritten thank-you notes - Thank-you calls - Gifts Align your appreciation tactics with volunteers’ preferences. For example, while one volunteer may enjoy having their photo and quote in your monthly newsletter, another volunteer may feel more touched by a personal thank-you call. ## 5. Don’t be afraid to ask them for donations. Did you know that [85% of volunteers](https://bloomerang.com/blog/volunteer-statistics/ "Check out some volunteer stats from Bloomerang") also donate to the organizations they volunteer with? Many associations overlook volunteers as financial contributors, but they’ve already shown dedication to your organization. Even if some started volunteering as a way to contribute nonmonetarily, they may feel more open to donating after becoming a volunteer. Start by acknowledging their gift of time and seeing if they’d be open to giving financially with an appeal that opens like: *You are one of our most dedicated supporters, having donated over 100 hours of your time to our association in the past year alone. Given your in-depth understanding of our mission, we wanted to see if you’d be interested in joining our new giving circle as a founding member.* Instead of making a stark distinction between volunteers and [donors](https://amrms.com/transforming-association-members-into-donors/ "Learn how to turn members into donors from our blog"), an appeal like this recognizes the value of volunteer support and asks volunteers to extend their current commitment, focusing on the difference they’ll make instead of the transaction itself. If volunteers aren’t receptive to donating at this time, that’s okay—but you’ll never know until you ask. Just make sure to note which volunteers have expressed disinterest in giving [in your volunteer management software](https://bloomerang.com/blog/volunteer-management-software/ "Check out some volunteer management software from Bloomerang") to avoid reaching out to them with another request. ## 6. Solicit feedback. Keeping volunteers engaged requires personalizing the volunteer experience as much as possible. Soliciting feedback shows you care about each volunteer’s individual experience and want to make it worthwhile. Use volunteer surveys to: - **Check in with how they’re doing.** Have volunteers rate their current experience at your organization and whether they’d recommend it to a friend or colleague. - **See if there are any challenges they’re facing.** Let volunteers open up about roadblocks within their roles so you can reach out to them to solve any issues together. - **Ask if they have any new ideas or suggestions for improvement.** For example, a conference committee volunteer may suggest extending the speaker proposal submission timeline to provide more time for potential speakers to prepare between conferences. - **Collect their task preferences.** Ask volunteers if there are any tasks they particularly enjoy or if they feel they’d be better suited for another role. Once you’ve collected volunteer feedback, [Bloomerang Fundraising’s volunteer management guide](https://www.qgiv.com/blog/volunteer-management/ "Learn more about volunteer management from Bloomerang Fundraising") recommends “highlighting the changes you’ll make in response to their input” to show them that you’ve deeply considered their answers. --- As volunteers become more invested in their roles and your organization, include them in the volunteer recruitment and onboarding processes as much as possible. Seeing how much current volunteers enjoy partnering with your association will inspire prospective volunteers to participate and become long-term contributors to your mission themselves. Need help with your volunteer recruitment plan or your association’s strategic plan? [Contact us](https://amrms.com/contact-us/ "Contact Us") today to see how we can help your association change the world. **Categories:** Blog Posts **Tags:** Association Management, Volunteers --- ### [Accessibility Opens the Door to Better Digital Experiences](https://amrms.com/accessibility-opens-the-door-to-better-digital-experiences/) **Published:** November 20, 2025 **Author:** Kalea Young-Gibson **Content:** Picture this: you walk up to your favorite coffee shop, a place you’ve been to thousands of times. But this time, the door is locked. The lights are on, your favorite barista is taking orders, the other regulars are in their usual spots, but YOU can’t get in. Wouldn’t you want someone to open the door? That’s how it feels for millions of people with disabilities who need to access digital content but can’t because it isn’t designed with accessibility in mind. [Web accessibility](https://dap.berkeley.edu/web-a11y-basics/what-digital-accessibility "Learn more about web accessibility from UC Berkley") means everyone, regardless of their ability, can enjoy the internet fully. It’s not a technical buzzword or “just compliance.” It’s about empathy, fairness, and belonging. **The Internet Was Built for Everyone** The World Wide Web is the great equalizer. It’s a vast space where distance, background, and circumstances didn’t determine who could participate. Somewhere along the way, though, we forgot that no two people experience things the same… including the internet. Some people need screen readers. Others need video captions or larger text sizes to read comfortably. What sounds like special features to some are essential tools for others. They aren’t luxuries. They’re the keys that unlock the door to participation. Check out our [blog series on web accessibility](https://amrms.com/tag/accessibility/ "View our web series for tips on how to make your website more accessible. ") to learn how you can make your website more accessible. When a website isn’t accessible, it whispers to someone, “*You don’t belong here.*” When a website is accessible, it shouts, “*We see you, and you matter.”* **Accessibility is Fairness** “Inclusion” gets tossed around so much that it risks losing its meaning. But accessibility isn’t about buzzwords… It’s about fairness. Fair means everyone gets the same chance to show up, participate, and belong. It means a website doesn’t get to decide who gets access to information based on how someone sees, hears, moves, or thinks. Fair is simple, and fair is human. Accessibility is rooted in fairness for the sake of humanity, creating a digital world that treats everyone with the same respect. **Accessibility is Good for Humanity… and Business** Accessibility is empathy practiced at scale. Designing with care doesn’t just serve people with disabilities. It makes things better for everyone. Clearer website layouts help busy parents juggling kids and work. Captioned videos help commuters in noisy environments. High-contrast text helps tired eyes on late nights. And yes, accessibility can grow your organization. Your website is often your first impression. When it welcomes everyone, more people engage, trust, and return. Accessibility is the digital equivalent of opening the door *and* holding it open. Organizations that prioritize accessibility often see [stronger customer loyalty, better brand reputation, and even improved SEO](https://www.w3.org/WAI/business-case/ "Check out this business case for web accessibility from W3"). In other words, accessibility isn’t just the right thing to do. It’s the smart thing to do. **Small Things Change the Bigger Picture** Accessibility doesn’t start with code, policy, or DOJ mandates. It starts with compassion. You don’t need to know every guideline or technicality to make a difference. You just need to ask: - Can everyone read this? - Can everyone navigate this? - Can everyone get what they need here? - Can everyone feel included? These questions shift how we build, write, share, and unify online. They remind us that behind every click is a person with a story trying to connect. **The Future of the Web is Together, For All** The internet is the world’s town square, where everyone learns, works, shops, and builds community. If this space isn’t open to everyone, everyone loses something. Making the web more accessible is a technical way to say make the world more human. We create spaces that reflect our best values: empathy, fairness and respect. We must remind ourselves that accessibility isn’t a favor. It’s a promise. Accessibility isn’t just good design and lawsuit avoidance. It’s the heart of connection itself. *So be the one to open the door.* *At AMR, we help associations turn values like accessibility into action. Whether it’s improving your website, refining communications, or shaping strategic initiatives that welcome every member, we partner with you to build digital experiences that open doors instead of closing them. If your organization is ready to take the next step toward a more inclusive and accessible future, **[reach out to AMR](https://amrms.com/contact-us/ "Visit Our Contact Us Page to learn how we can help you and your association")** our team is here to help you move forward with confidence.* **Categories:** Blog Posts **Tags:** Accessibility, Best Practices, Membership --- ### [Joy as a Foundational Strategy](https://amrms.com/joy-as-a-strategy-for-stronger-association-engagement/) **Published:** November 5, 2025 **Author:** Emily Lane **Content:** Association gatherings often pursue many goals – to achieve attendance or revenue targets, deliver on learning objectives, or foster connection among attendees. The foundation beneath these goals, however, isn’t often on our radar – joy. **Joy is often the key ingredient that enables members to achieve other goals, and to strengthen their engagement with and affinity for the association.** Psychologist Barbara L. Fredrickson developed the [broaden-and-build theory](https://pmc.ncbi.nlm.nih.gov/articles/instance/1693418/pdf/15347528.pdf "Learn more about the broaden and build theory"). My laymen’s description is that moments of positive emotions (such as joy) expand/broaden our mind’s ability to do something (create, learn, connect, innovate), which then allow us to capitalize/build on that action (develop skills, build relationships, reframe thinking). **Joy is a strategy – not a frivolity.** So, we know joy is important, but how do we build that into a conference? A resource that’s been incredibly helpful to me is *Joyful: The Surprising Power of Ordinary Things to Create Extraordinary Happiness* by [Ingrid Fetell Lee](https://aestheticsofjoy.com/ "Visit the Aesthetics of Joy Website"). In her book, Lee identifies 10 *aesthetics of joy*, tangible qualities that link the feeling of joy and the word around us. I use the term *aesthetics* quite broadly, encompassing actions as well as physical or visual properties. Her distilled definition of joy is an “intense, momentary experience of positive emotion.” Combining that definition with these tangible qualities, joy is something I’m confident that intentional meeting design can elicit. Here are a few examples from the recent conference of The National Association of State Chief Information Officers ([NASCIO](https://www.nascio.org/ "Visit the NASCIO website")). ![NASCIO Logo as text with colorful balloons all around it](https://amrms.com/wp-content/uploads/2025/11/NASCIO-Sign-1024x565.png) **Visual Identity** The graphics used during an event can help create a joyful space. NASCIO’s conference logo and signage leaned into Lee’s identified aesthetics of energy (vibrant color and brightness) and harmony (geometric patterns and fractal symmetry). Signage had lots of white space so not to feel dark and heavy and was complimented by a logo and assets that conveyed energy through color and shape. ![Set of staggered square signs saying play, reflect, share, recharge, envision and connect. ](https://amrms.com/wp-content/uploads/2025/11/PlaySign-1024x951.png) **Sessions and Networking Space** Play leads to joy and NASCIO incorporated this in multiple ways. An afternoon session was built on the literal act of play when tables of attendees turned into teammates as they competed against each other in a lighthearted trivia game. In a networking area with lounge furniture and device chargers, attendees could also find colorful stress balls, brain teaser puzzles and other games to jolt play, joy and curiosity. A marquee surrounded by a balloon installation capitalized on the aesthetics of play (cute, bubbly shapes). ![NASCIO Welcome center sign with check in information](https://amrms.com/wp-content/uploads/2025/11/WelcomeSign-1024x684.png) **Site Selection** We know that meeting venues play a key role in conference design for many reasons, including joy. The recent space in Denver was a large open area with expansive walls of windows (transcendence aesthetic of elevated and airy) and had views of the Rocky Mountains (freedom aesthetic of wilderness and open space). **Food & Beverage** A cookie bar in the afternoon also helped create a moment of joy. Cookies with toppings isn’t the usual conference break (surprise aesthetic) and big bowls of toppings (is there anything happier than rainbow sprinkles?) created a feeling of abundance. These joyful moments aren’t just fun, but strategic. Based on Fredrickson’s theory, they are helping attendees learn material more easily, build lasting connections and innovate new ideas. Where Fredrickson gives us the science, Lee shows how we can practically incorporate moments of joy into our work. While every [association professional](/the-amr-team/ "View our team of association professionals") aims for members to have an enjoyable event experience, I’ve rarely seen joy as part of the strategic conversation. A joyful experience shouldn’t be left to chance as a byproduct that simply emerges when we get all the other logistics right. Maybe we flip the script and lead with joy as the foundation for each gathering. From strategic meeting planning to creative event design, AMR helps associations craft experiences that spark connection, learning, and lasting impact. If your organization is ready to infuse more joy into its gatherings and strengthen member engagement [reach out to AMR](https://amrms.com/contact-us/ "Visit our contact form to get a hold of us"). Together, we can transform your next event into one that inspires, energizes, and truly delights your members. **Categories:** Blog Posts **Tags:** Association Management, Best Practices, Conferences, Events, Meetings --- ### [Small Changes, World-Changing Impact](https://amrms.com/small-changes-world-changing-impact/) **Published:** October 1, 2025 **Author:** Molly Marsh **Content:** **Helping Associations Change the World™** is more than just a slogan or tagline for [the AMR Education and Events team](https://amrms.com/association-management-company-at-work/ "See how AMR works"). It’s what drives us and keeps us going through the long days (and nights), travel disruptions, and (seemingly) endless pages of Banquet Event Orders. Being an event manager is always on the list of [most stressful jobs](https://www.pcma.org/3rd-most-stressful-job-event-planning/ "Learn more about how stressful event planning can be from PCMA.org"), but we do it because we know that associations, professional societies, and trade organizations have the collective power to do so much good in our world. Seeing the wide range of industries and events that we do, we also recognize where some relatively minor changes can have a MAJOR impact and move all associations (and the communities they serve) forward. I asked the team “If you had a magic wand and could change one thing, what would you change to help our association client events have a stronger impact?” and what did they say… ![](https://amrms.com/wp-content/uploads/2025/10/Change1.png) **Accountability in Process and Action** – Volunteer time is more precious than ever, and sticking to deadlines is difficult when everything in life is busier and busier. But those deadlines matter, not just because they may be contracted, but because the group planning the event – volunteers, staff, vendor partners – is a community, and the accountability to one another in that community matters. When you respect deadlines and communicate clearly, it demonstrates respect for your colleagues and peers. It starts with asking the right things of the right people – asking for too much or making the process too complicated is a recipe for delay, so simplifying whenever possible is step one. ![Graphic showing a woman taking a break chatting with friends](https://amrms.com/wp-content/uploads/2025/10/Change2.png) **Recognize the Power of Breaks** – associations and societies have, traditionally, packed their agendas with content, because that’s why people come, right? Wrong! Not only does [research demonstrate](https://www.nih.gov/news-events/news-releases/study-shows-how-taking-short-breaks-may-help-our-brains-learn-new-skills "See how taking short breaks can help our brains learn better rom NIH.gov") that breaks are essential to learning and processing information, participants over the last 5-10 years [prioritize the relationship-building aspects](https://www.meetingmentormag.com/february-2024/what-attendees-want-now/ "See what modern event attendees are looking for from their events from Meetings Mentor Mag") of in-person events over the content. Interactive and immersive learning that builds connections among members is where those world-changing ideas flourish and we need to cultivate more space for that in association and society events. ![Graphic showing people sitting around a meeting table making a plan](https://amrms.com/wp-content/uploads/2025/10/Change3.png) **Start (and plan) with Why** – Most events have clearly stated goals and outcomes, but even those that do can get derailed if the goals aren’t shared, repeated, and utilized to drive decision-making throughout the planning process. Demonstrating discipline to the purpose of the event, and removing activities or elements that don’t align is difficult – you never want to be the one that gets rid of the gala that all the Past Presidents love, right?! But if it’s using resources (time, money, attention) that could be devoted to activities that suit the purpose of the event, you’ll never have the impact you want. ![Graphic showing two women chatting while holding food objects](https://amrms.com/wp-content/uploads/2025/10/Change4.png) **Reduce Food Waste** – food waste is one of the [largest issues](https://www.pcma.org/prolific-food-waste-at-meetings/ "See why food waste is a big issue for meetings & events from PCMA.org") in meeting and event sustainability, but there are small ways to adjust planning to ensure that waste is minimized before, during, and after your event. Coordinating food rescue for unconsumed items is great, but it is even better to prevent waste from the beginning. At AMR we do tight tracking of attendance at food and beverage functions, and what kinds of foods are consumed so that we can order precise amounts for future events. We’ve also discussed smaller portions and coordinating more intentionally with our catering and banquets teams in advance of the event. All these initiatives save the association money at a time when costs are skyrocketing, so it’s a win for everyone! ![Graphic showing two people concerned with time and clocks ](https://amrms.com/wp-content/uploads/2025/10/Change5.png) **Focus, Focus, Focus** – most associations and societies want to grow and so it seems counterintuitive to limit the focus of an event or activity, but thriving associations know who they are and dedicate their time and energy to a strong goal. We are often caught advising “you can’t be everything to everyone…” and, like it or not, it’s true. All associations have limited resources (that pesky list again, time, money, and attention) and so they often find themselves offering dozens of options and activities but not really being able to execute any of them particularly well and thereby disappointing members, stakeholders, and potential members. Whereas, when you offer three options and each is a well-crafted experience, it drives loyalty, engagement, and learning. The best part of this list is that none of these actually requires a magic wand – they are all within reach for every association. No need to wait to get your Hogwarts letter, these small tweaks to planning for association events, conferences, and meetings can help us drive world-changing events right now! **Categories:** Blog Posts **Tags:** Best Practices, Conferences, Events, Meetings --- ### [4 Recommendations for Associations With Complex Tech Needs](https://amrms.com/complex-association-tech-needs/) **Published:** September 10, 2025 **Author:** AMR Management Services **Content:** Did your association recently complete its [mid-year check-in](https://amrms.com/midyear-marketing-check-in-is-your-association-on-track-for-2025-goals/ "Learn more about keeping your association on track from our blog")? When it came to your goals, did you find that your technology helped or hindered them? Associations with complex technology needs often spend almost as much time wrestling with their software as they do using it to advance their organization. Fortunately, even large associations with complicated software systems can leverage strategies to make their software simple and [accessible](https://fionta.com/insights/digital-accessibility-for-associations/ "Learn more about digital accessibility from Fionta") without sacrificing functionality. In this guide, we’ll walk through tips for improving your technology stack and tech-driven processes to enhance every aspect of your association, from member engagement to staff time management. ## 1. Conduct a technology assessment. To improve your technology strategy, you first need to understand the current state of your [association’s various software solutions](https://amrms.com/association-software/ "Learn more about association software from our blog"). Technology assessments evaluate the platforms and tools you use to understand what software you have, which solutions are working, and whether there are holes in your strategy. To conduct a technology assessment, follow these steps: - **Take inventory of your software.** Before investing in new software, it’s essential to understand what tools you already have on hand. Note all technology your association has access to, what features each platform has, and how your staff uses each tool. Make note of unused features, tools with similar functionalities, and gaps in your day-to-day processes not supported by technology. - **Gather input from your team.** Speak with members of your association who interface with your technology. These people may include paid staff, volunteers, or even members. If your association has multiple departments, interview individuals across a range of teams to gain a complete perspective of your technology use. - **Document your results.** Write down your findings throughout your technology assessment. You will likely receive extensive feedback on your tools, and by documenting everything, you’ll be able to identify recurring ideas and concerns more easily. After completing your technology assessment, analyze your findings. Every association is different and will have different results. For example, you might discover you need new software or that a platform you currently use has tools that could be useful but are going unused. ## 2. Find software that simplifies your processes. Associations with complex technical systems can often simplify their processes with the right software investments. For example, instead of using multiple disconnected tools, you may be able to streamline your workflow by leveraging an all-in-one solution. [Fíonta’s guide to Salesforce for associations](https://fionta.com/insights/salesforce-for-associations/ "Learn more about salesforce from Fionta") goes over the features to look for in robust, flexible tools like Salesforce: - **Centralized data management.** Having a single source of truth for all of your association’s data can simplify your analytics and reporting processes. Additionally, when all data lives in the same system, you won’t need to worry about conducting data migrations. - **Member engagement.** Front-end software that your members engage with should be as user-friendly as possible. Look for customizable tools that allow you to create an interface branded to your association, collect data on member interactions, and facilitate core engagement processes, like updating their profiles and messaging other members. - **Security.** Your members trust your association with their data. Ensure that all tools offer developer support and that ongoing security updates are included. - **Customization.** Customizable tools can adapt to your association’s changing needs. Organizations with complex technology needs will likely work with a developer to build out their software, meaning a high level of customizability is essential. - **Scalability.** Changing systems every few years can lead to confusion and might make your technology needs more complex than they need to be. In contrast, investing in software that can grow with your association will save your team time and stress. Use this criteria and the needs identified during your technology assessment to create a shortlist of prospective platforms. Then, arrange for demos of these tools where you can ask specific questions. This is also an opportunity to meet with and assess vendors by comparing their [prices](https://amrms.com/how-associations-can-grow-without-breaking-the-bank/), technical support availability, and future product plans. ## 3. Work with a technology consultant. Whether you are switching systems, looking to build a custom platform, or need general technology advice, a technology consultant can help. To find and start working with a consultant, follow these steps: - **Define your needs.** Narrow your search by determining what you need from a consultant. This will allow you to find consultants whose services align with your needs and ensure that your partnership is focused and productive. - **Consider consultants’ specializations.** Research what industries each consultant works with, what software they’re familiar with, and what projects they usually complete. For example, if your association is planning a migration to [Salesforce](https://fionta.com/insights/how-to-select-a-salesforce-partner/ "Learn how to select a salesforce partner from Fiotna"), a consultant who primarily works with businesses specializing in Blackbaud products may not be the best fit. - **Reach out to the consultant to set up a meeting.** After identifying a handful of top candidates, reach out to them to introduce your association, explain what you’re looking for, and invite the consultant to contact you. From there, you can meet with the consultant to discuss their services in depth and issue a request for proposal. When assessing consultants, consider both their services and how well you think your team will be able to work with them. Consultants whose work and communication styles align with your team’s are more likely to be reliable long-term partners. By relying on the same consultant year over year, they will build up a base of knowledge about your association, improving their ability to fix technical issues and offer strategic advice. ## 4. Future-proof your technology strategy. The key to managing your technology is to implement standardized processes. By having structured practices for recording data, assessing new software, and training staff, your association can maintain and simplify even complex technology systems far into the future. A few ways you can future-proof your strategy include: - **Documenting processes.** Organizations of all types often lose knowledge simply by failing to write it down. Record all technological processes so new staff members can quickly get up to speed and staff who leave your association don’t take their knowledge with them. - **Practicing data hygiene.** Messy, missing, and outdated data practices can often make using your technology more complicated than it needs to be. [Double the Donation’s data hygiene guide](https://doublethedonation.com/data-hygiene-best-practices/ "Learn more about data hygiene from Double the Donation") recommends cleaning up your data by auditing your database regularly, developing data entry standards, and assigning data responsibilities to specific team members. - **Planning regular check-ins.** It’s far easier to clean up your data, identify gaps in your technology, and make strategy adjustments if you check in with your team regularly. Plan annual, quarterly, or even monthly check-ins for your technology-related needs. Future-proofing your technology helps improve every aspect of your association, from processing membership dues payments to [keeping your membership directory up-to-date](https://blog.tradewing.com/blog/membership-directory "Learn more about membership directories from Tradewing"). When implementing these strategies, meet with your staff to explain the importance of continual technology maintenance and its overall impact on your association. Associations with complex technology needs benefit highly from [standardized processes](https://amrms.com/the-power-of-consistency-top-5-ways-standardized-processes-drive-efficiency-for-associations/ "Learn more about consistency from our blog"), comprehensive software solutions, and reliable external partners. The first step to improving your technology strategy is understanding where it currently stands. Start by assessing your software platforms to make positive strides toward designing an approach that serves your association. Looking for help choosing the right tech for your association? [Contact AMR today](https://amrms.com/contact-us/ "Contact Us") to see how we can help your association change the world. **Categories:** Blog Posts **Tags:** Best Practices, Technology --- ### [Event Microsite vs Website Page: What’s Best for Your Association?](https://amrms.com/event-microsite-vs-website-page-whats-best-for-your-association/) **Published:** August 20, 2025 **Author:** Mike Cooke **Content:** When planning an event, one of the first digital decisions you’ll face is how to present it online. Should you [build a standalone microsite](https://amrms.com/designing-event-microsite/ "Learn more about designing a micro site from our blog"), or just add a new page to your existing association website? The answer depends on your goals, audience, and internal resources and yes, your budget too. A microsite can offer a polished, branded experience but often comes with added costs. This may include separate hosting, design work, a new domain or subdomain, and ongoing maintenance. By contrast, adding an event page to your existing site is almost always more cost-effective since you’re working within your current infrastructure and team. Let’s walk through the pros and cons of each approach from two important perspectives: search engine optimization (SEO) and association management. --- **What Is an Event Microsite?** A [microsite](https://mailchimp.com/resources/what-is-a-microsite/ "Learn more about microsites from Mail Chimp") is a separate website or subdomain dedicated entirely to your event. Think of it as a focused space where the event can shine without competing with everything else your association does. Microsites can be fully branded, creatively designed, and tailored specifically for attendees and sponsors. From an [SEO perspective](https://www.toprankmarketing.com/blog/should-you-develop-a-microsite-for-seo-learn-why-and-how-microsite-seo-strategy/ "Learn more about SEO for microsites from Top Rank Marketing's blog"), this approach allows you to target specific event-related keywords and create a streamlined user experience. But the downside is that a microsite starts from scratch in terms of domain authority. That means you’ll need to work harder to drive traffic and build visibility, especially if the site is only active for a few months. From the [association management side](https://www.yourmembership.com/blog/6-ways-a-microsite-can-help-your-small-association-drive-big-results/ "Learn more about microsites for small associations from Your Membership's blog"), microsites are great for high-profile or annual events that deserve their own identity. They offer more flexibility in how you present content, highlight sponsors, and promote registration. But they also come with more overhead such as separate hosting, design, maintenance, and analytics tracking. --- **What About Just Adding a Page to Your Website?** The simpler approach is to create a new event page or section within your existing website. This is especially effective if the event is part of your regular programming or mostly geared toward your current members. The biggest SEO advantage here is that your page benefits from your site’s [existing authority](https://ahrefs.com/seo/glossary/website-authority "Learn more about website authority"). You don’t need to start from scratch, and the event content can quickly rank in search results. It’s also easier to link your event to related blog posts, resources, and membership content. For your internal team, this is typically the easiest route. You’re already familiar with the CMS, your branding is consistent, and its less work to maintain. That said, you may run into limitations if you want the event to look and feel unique. Sponsors might also have fewer opportunities for visibility if you’re working within a rigid site layout. --- **What Happens After the Event?** This is where many associations overlook an important factor — what to do with the content once the event ends. If you use a microsite, you have two choices: take it down or keep it live as an [archive](https://blog.pagefreezer.com/how-to-archive-website-legal-compliance "Learn how to archive your website"). Keeping it live allows you to preserve speaker bios, session recordings, photos, and sponsor content. That could be great for SEO, historical reference, and marketing next year’s event. However, it could also hurt your main website SEO when considering factors like cannibalism of traffic, cross domain tracking and other issues with splitting your audience into multiple websites. Also keep in mind that from a cost perspective maintaining a microsite requires continued hosting fees, SSL certificates, and occasional CMS updates. Those costs and responsibilities can add up if you’re running multiple events a year If your event lives on your main website, archiving is much simpler. You can redirect the event page to next year’s version, repurpose content into blog posts or member resources, or simply keep the page live with updated messaging like “Thank you for attending.” There’s no need to pay for additional hosting or manage a separate backend. The content stays within your current analytics, navigation, and SEO framework. --- **So, Which Is Better?** There’s no one-size-fits-all answer. If your event is a flagship conference or has its own brand identity, a microsite might be worth the investment. On the other hand, if you’re working on a smaller event, a tighter budget, or limited staff time, adding a well-designed page to your main site could be the smarter move. And don’t forget to think beyond the event itself. How and where your content lives after the fact can affect everything from your budget to your marketing efforts next year. Need help figuring out what makes sense for your association? [Reach out to AMR today](https://amrms.com/contact-us/ "Visit our contact page to get in touch today!") to see how we can help your association change the world. **Categories:** Blog Posts **Tags:** Best Practices, Events, Marketing, Websites --- ### [Grant Writing for Associations: 5 Key Tips to Get Started](https://amrms.com/grant-writing-for-associations/) **Published:** August 13, 2025 **Author:** Meredith Noble **Content:** Picture this: your association has a revolutionary idea that could transform your field. There’s only one thing standing in the way of your idea and its realization—funding. The need for diversified funding is the one thing that unites associations across the board. That’s why more associations are turning to grants as a key financial strategy. Grants offer the financial boost needed to launch new programs, expand reach, and amplify impact. Whether you’re looking to [strengthen your association’s financial sustainability](https://amrms.com/association-financial-management/ "Learn more about financial management from our blog"), build out the capacity of your association, or form valuable relationships, grant writing is how you make it happen. Here are five of the most important tips to keep in mind as you get started. ## 1. Understand the Grant Landscape Grants for nonprofits come from three primary sources: - **Foundations:** These include public foundations, technically called public charities (like community foundations), and private foundations (like family foundations). - **Government agencies:** Grants can come from government sources at the local, state, and federal levels. - **Corporations and corporate foundations:** Many businesses set up official grant programs to support their social responsibility initiatives. Each of these sources may offer viable grant opportunities for your association. The key to finding the right funding begins with carefully reading (and rereading) their particular requirements—more on this below. You’ll also need a working understanding of different grant structures. One of the most common funding structures that you’ll encounter is **matching grants**. With these opportunities, the grant will cover a set portion of the total cost of your proposed project. In your proposal, you’ll need to lay out a feasible plan for covering the remaining costs. ### Grant Databases and Resources Finding relevant grant opportunities is the first major hurdle that new grant seekers face. The landscape can be overwhelming, with a wide range of databases and sources that offer varying degrees of comprehensiveness or specialization: - For federal grants, [grants.gov](http://grants.gov/ "Check out government grants from Grants.gov") is the official resource to know. - For others, there’s a diverse field of [free and paid resources](https://www.learngrantwriting.org/blog/best-grant-writing-resources/ "Check out some free grant writing resources from Learn Grant Writing .com") to explore. - To identify opportunities faster, [grant databases](https://www.learngrantwriting.org/blog/best-grant-databases/ "Check out the grant database from Learn Grant Writing .com") and other technology can replace the old school methods of scouring Google. As you get started, do your research and compare the sources you find. Consider investing in a subscription to your top pick if you already know that grant writing will be a sustained priority for your association. The right resource will easily pay for itself, buying you back time while helping you find the grants that yield the highest likelihood of success. ## 2. Study Grant Eligibility Requirements Closely **Most grants are geared toward 501(c)(3) nonprofits, which can complicate things for some associations.** Your association might be a 501(c)(5) or (6)—this does not immediately disqualify you unless funder guidelines state otherwise. However, it’s on you to determine your eligibility before sinking your teeth into a proposal. Thankfully, it’s standard practice for grantors to clearly state their requirements in their grant guidelines. Often, a quick visit to the funder’s website or a phone call with the program officer will clear things up. A pro tip when you’re exploring funding guidelines: **pay attention to specifications around what a grantor doesn’t fund.** Take, for example, [the Woodruff Foundation](https://woodruff.org/grants-program/ "Learn more about grant programs from the woodruff website") and its funding guidelines. The “What We Do Not Fund” section of their Grants page includes these organizations/projects: - Organizations operating outside of their region - Professional associations - Organizations that do not have 501(c)(3) status - [Conferences](https://amrms.com/enhance-conference-experiences/ "Learn how to enhance your conference experience from our blog") - [Fundraising events](https://amrms.com/association-fundraising-ideas/ "Learn some cool fundraising ideas from our blog") If your association or its proposed project clash with funder guidelines, save yourself the headache of applying. However, if the funder is aligned, they fund similar projects, and you don’t fall in their “do not fund” category, reach out to the foundation to confirm your eligibility. **Confirming eligibility is crucial for saving time and energy.** Your association will [be more productive](https://amrms.com/overscheduling-is-killing-your-productivity/ "Learn how to be more productive by getting rid of overscheduling from our blog") when you spend time on those opportunities that are more likely to be fruitful rather than those for which your application won’t even be considered. You’ll also want to familiarize yourself with the concept of [fiscal sponsorship](https://www.councilofnonprofits.org/running-nonprofit/administration-and-financial-management/fiscal-sponsorship-nonprofits "Learn more about Fiscal sponsorship from the council of nonprofits website"). In some cases, your association may partner with another organization, usually a 501(c)(3), whose mission aligns with yours and is fully eligible. This sponsor receives the funding on your association’s behalf. Then, your fiscal sponsor grants funds for implementing the proposed project, somewhat like a contractor relationship. A fiscal sponsor can also support administrative capacity for managing the grant reporting post-award. **Note that there are all kinds of requirements and unique conditions for fiscal sponsorships.** These opportunities are rare, but they’re still worth understanding and asking about if needed. ## 3. Get Some Initial Training to Learn Grant Writing Basics Grant writing has many moving parts, so jumping in with zero preparation isn’t advised. However, we know this happens more often than not. You’re thrown in the deep end to figure out how to secure funding for your association, and you have to work with what you have. Fortunately, there are tons of accessible options available that can give you the background you need to get started productively: online resources, free classes, professional programs, collaborative communities for training and feedback, and more. Additionally, [AI is changing the grant writing game](https://www.learngrantwriting.org/blog/ai-for-grant-writing/ "Learn how AI can help you with your grant writing "). You’ll probably encounter different types of training resources and tools as an option to help streamline the proposal drafting process. More than searching for a specific tool, you’ll find the most success when you immerse yourself in the fundamentals of using AI. Master the essentials, and you’ve got a revenue-generating skill for your association that can translate to nearly any tool you use. ## 4. Take an Organized, Repeatable Approach Grant proposals ask you to compile a variety of materials into a well-organized document that lays out a coherent narrative about what you want to do, how you’ll do it, and how funding will help. Starting from scratch every time you want to apply for a grant is a recipe for wasted time and effort. You’ll have much better luck (and fewer headaches) when you have an easy, repeatable process to follow. You’ll learn what works best for your association over time, but this seven-step grant writing process from [Learn Grant Writing](https://www.learngrantwriting.org/blog/how-to-write-a-grant/ "Learn more about grant writing from Learn Grant Writing's website") will help you get started: ![Learn Grant Writing’s core seven-step grant writing process, detailed in the text below.](https://amrms.com/wp-content/uploads/2024/07/GrantWritingSteps-Updated.png) 1. Study the funding guidelines and grant requirements very closely. 2. Prepare your “narrative skeleton,” or an outline that follows the funding guidelines and gives you an easy framework to build upon. 3. Host a kick-off meeting to gather relevant team members and explain what you need from them and when. 4. Finalize your grant budget—the cost of your proposed project and the makeup of its existing funding sources will be essential for the proposal, but they can take a while to secure. 5. Write your grant narrative, ideally with a fast-and-furious, revise-later approach. Momentum is key! 6. Prep your grant attachments, such as budgets, official resolutions, risk assessments, appendices, and more, as requested by the funder. 7. Review and revise your work with the help of fresh eyes, then finalize and submit your proposal. **This process is easily repeatable, which allows you to prep in a way that will drastically streamline the drafting process (which is where you’re most likely to lose momentum).** Follow the steps above and watch how well you can turn the nuances of grant writing into a [standardized workflow](https://amrms.com/the-power-of-consistency-top-5-ways-standardized-processes-drive-efficiency-for-associations/ "Learn why consistency is important for associations from our blog"). Additionally, consider the complete grant lifecycle before you submit your first proposal so that [post-award grant management requirements](https://www.rbwstrategy.com/building-out-a-post-award-grant-management-checklist/ "Check out this checklist with info about what to do post grant") won’t come as a surprise. Funders need to know that organizations use their grants as intended. Ideally, your proposal will include steps for tracking success, leaving you to simply put the plan into action when the time comes. Again, organization and preparation are key! ## 5. Actively Build Your Relationships Along the Way Remember, funders have their own missions to support organizations that create the projects and programs that drive change. Funders are valuable partners, so it’s worth catching their attention and showing them what your association is all about. Engage with them early to start building relationships! The best funding partners will likely check off one or more of these boxes: - Their mission aligns with your own. - They’re located in your geographic region. - You have existing connections with them. - They have previously funded associations or projects similar to yours. **When you find well-aligned grant opportunities and potential funders in your area, don’t be afraid to reach out.** Program officers are in place to help answer your questions. Ask questions about their grant opportunities. If appropriate, extend invites to your events. Remember that funders want to fund the people at your association, not the most polished proposal. Also, remember to think beyond foundations to find helpful partners and resources for your work. For instance, dig into your board members’ corporate connections to uncover potential corporate grant sources or sponsorship opportunities. Explore your local government offices, resource centers, and other associations. For smaller or locally based organizations, these offices and organizations can become trusted partners over time. They can point you to resources, make introductions, provide helpful guidance, and more. **Here’s an example**—the Albuquerque Office of Neighborhood Coordination offers all kinds of resources for neighborhood associations, [like this grant writing guide](https://www.cabq.gov/office-of-neighborhood-coordination/documents/cabq_onc_toolkit_final.pdf "Grant writing guide from CABQ"). This office may be niche and hyper-local, but if you just happen to be an Albuquerque-based neighborhood association, it’s entirely worth getting to know them! --- Associations do valuable work by connecting their members and communities to promote shared interests and the common good. Like other nonprofits, associations should tap into the power of grants to fuel that work and [grow their organizations](https://amrms.com/how-associations-can-grow-without-breaking-the-bank/ "Learn how to grow your association without breaking the bank from our blog"). Even if grant writing is a new undertaking for your association’s team, it’s a highly learnable skill. Invest some time and effort into learning about grants, do your research, and try your hand at applying for funding for your programs. If you need more help AMR can help coach you through the process. [Reach out today](https://amrms.com/contact-us/ "Contact Us") to see how we can help your association change the world! **Categories:** Blog Posts **Tags:** Best Practices, Finance, Grants --- ### [Business as Unusual – Association Management Companies Embracing Uncertainty ](https://amrms.com/business-as-unusual-association-management-companies-embracing-uncertainty/) **Published:** August 6, 2025 **Author:** Molly Marsh **Content:** As over 150 Association Management leaders came together July 20-22 for the [2025 AMCs Engaged](https://amin.memberclicks.net/ "Check out the Engaged website") event, it became abundantly clear that leaders all must be (or become) comfortable with the one thing most of us hate: uncertainty. It’s part of why the theme for this year’s event, Business as Unusual, was a fitting selection *(full disclosure, I served on the conference planning committee, so I may be a bit biased regarding the genius of this particular choice).* It embodies the uncertain nature of the business world right now and, therefore, the need for AMC leaders to be adaptable, flexible, creative, and fearless. ![Molly Marsh Speaking at the AMC Institute Event. ](https://amrms.com/wp-content/uploads/2025/08/Picture1.jpg) As an association event professional, I’ve been exploring the [issue of uncertainty](https://www.mpi.org/media/eventalks/eventalks-ep-39/ "Check out Event Talks on MPI.org") for a while now – as in how do you plan an association conference or annual meeting 2-3 years out when federal policy and economic projections are changing faster than [Queen Bey’s outfits on the Cowboy Carter tour](https://hypebae.com/2025/5/beyonce-cowboy-carter-tour-looks-loewe-swarovski-burberry-margiela "Check out Beyonce's outfits")? But meetings and conferences aren’t the only aspect of association management that needs to evolve to keep pace with our changing environment. It was energizing (and a bit terrifying) to begin dreaming up what the future of business as unusual will look like for AMCs with a little AFC&F (because we all need another acronym in the association world…). **A: Adaptability**: This was referenced as the unofficial theme for the meeting as it came up in nearly every session: adapting to the generative AI revolution, adapting your business model to include more, diverse approaches to revenue growth, adapting your systems to reflect more agile and iterative project management. When the ground is constantly shifting under your feet, you must be willing and able to adapt to the constant movement, or you’ll collapse. That said, I left the event recognizing that adaptability is no longer a “bonus” skill in association management, it’s [absolutely essential](https://www.forbes.com/sites/carolinecastrillon/2024/04/28/adaptability-in-the-workplace/ "Learn how to be more adaptable in the workplace from Forbes"). As AMC leaders we must develop and practice it ourselves, cultivate it in our teams, and hire for it as any other basic qualification for the work. **F: Flexibility**: One of the things we always forget about flexibility is that it actually requires a lot of discipline to be flexible. Flexibility without being thoughtful of your limits = injury! Whether it’s managing to the scope of client workplan or flexing in some areas of working with a “hybrid” client relationship while staying firm on others, flexibility in the future of association means thoughtful stretching, not bending back and forth on a whim. I saw examples from several sessions and topics of how success when things are uncertain means the right balance between structure and fluidity. Rooting in core values, standards of service, and employee commitment – and being flexible elsewhere – is key. **C: Creativity**: Authentic connection and experience is a BIG priority for Millennial and Gen Z professionals (who recently combined to become the largest portion of the American workforce), and yet most AMC conference organizers are still more worried about how they can feed everyone on a thin budget than how to build (*cough, afford*) immersive experiences. That’s part of why I was particularly struck by examples from the [European CVB Hub](https://www.arenadestinationmarketing.com/european-cvb-hub "Learn more from the Arena Destination Marketing Website") around the creative (and budget-friendly!) approaches to Legacy projects that their cities have developed. When association meetings come to a city, often budget, time constraints, and a focus on what happens IN the meeting room can prevent genuine connection with the people and place itself – something that has little to no appeal to Millennials and Gen Z. Incorporating a [Legacy Event](https://eventscase.com/blog/embracing-the-power-of-event-legacy-a-guide-for-event-organisers "Learn more about Event Legacy from EventCase"), one designed to leverage local partner organizations to help ensure there is a positive impact on the local community before, during, and after the association meets, is a creative way to tackle the challenge of appealing to these emerging leaders. **F: Fearlessness**: One of my favorite elements of AMCs Engaged is the interactive Hackathon session *(again biased as both a committee creator and facilitator!)* because the dialogue always forces me to look at a topic I “know” in a new way. This year’s theme was “Pathways for a Thriving Future” considering a variety of future-focused, workforce topics to help build an AMC that is ready for what’s next in associations. I was so impressed by the quality of conversation among the small table groups as they were tackling challenging questions like *What can AMCs do NOW to prepare for the future/emerging workforce (Millennials and Gen Z)?* and *How can AMCs keep pace with other for-profit businesses to attract and keep top talent?* It takes courage to admit that you don’t have the answers, to step outside of your professional journey to see the work of association management from a different perspective, and to explore tactics to leadership development that are unlike anything you’ve tried before. But that’s exactly the kind of courage needed to forge a thriving business in uncertain times. Risky? Yes, but is trying something that *could* fail really any riskier than doing the same old thing that you *know* will fail eventually? As my new friend Maggie Jackson reminds us in her book [Uncertain: The Wisdom and Wonder of Being Unsure](https://www.maggie-jackson.com/uncertain "Learn more about this book from the author's website"), there is always opportunity in uncertainty. AMCs Engaged 2025 reflected back that stark and stunning realization — we can either be paralyzed by an uncertain future, or we can use our values to shape it for good. The fantastic people, companies, and leaders of the AMC Institute know what side they will be on! If your association is ready to move from reactive to resilient, [let’s talk.](https://amrms.com/contact-us/ "Contact Us Today to See How We can Help Your Association Change The World") At AMR, we don’t just use our experience to manage uncertainty, we help our client partners turn it into a strategic advantage. [Reach out today](https://amrms.com/submit-a-rfp/ "Submit and RFP today and see how we can help your association change the world") and let’s build your plan for Business as Unusual.. **Categories:** Blog Posts **Tags:** Association Management, Strategy, Uncertainty --- ### [Unlocking the Power of Partnership: The Integrated Association Management Model](https://amrms.com/unlocking-the-power-of-partnership-the-integrated-association-management-model/) **Published:** July 30, 2025 **Author:** DeLaine Bender CAE **Content:** I recently attended the [AMC Institute’s](https://www.amcinstitute.org/ "Visit the AMCI website") “AMCs Engaged” meeting (shout out to Savannah, what a beautiful city, heat and all). One of the many presentations aimed at association management company (AMC) leaders focused on the release of AMCI’s guidance on the integrated association management model. The e-book, [How Integrated EDs/CEOs Work in the AMC Model](https://amci.memberclicks.net/assets/docs/Hybrid_Model_eBook/Integrated%20ED%27s%20Hybrid%20Work%20E-Book.pdf "Learn more about the hybrid model from AMCI"), is complimentary. Our company, AMR Management Services, has experience in both the full-service and integrated models (explained further below), so we have developed strategies, processes and requirements that can make the integrated model highly productive. It was gratifying to learn that our internal structure is highly aligned with AMCI’s recommendations. If you’re an association leader, board member, or executive director looking to explore the integrated association management model, the report could be informative. The integrated model is gaining traction as a way to leverage strategic leadership with operational horsepower, and AMR has been leading the charge with proven success. **What is the Integrated Association Management Model?** To understand the difference, you first must understand what the ***full-service model*** of [association management](https://nonprofitresources.us/2023/08/09/how-the-amc-model-revolutionizes-association-management/ "Learn more about AMCs from Non Profit Resources") looks like. In the full-service model, AMR provides a seasoned association management professional as the executive director (ED) or chief staff executive. The ED focuses on the association’s mission, strategy, and operations oversight in the same way an ED in a standalone association would. AMR employs the ED and support team, and we take responsibility for service delivery, professional development, hiring/HR, and other aspects of the team’s employment. In the ***integrated model***, the ED, who is typically an industry expert reporting directly to the board, is employed by the association. In this model, the ED focuses on mission and strategy, while the AMR team provides the operational support, ranging from finance and marketing to event planning and membership management. We typically assign an experienced association management professional to be the account executive/point person and oversee our team’s support, interacting closely with the ED. Together, they work in tandem, each focusing on what they do best. **Why Do Association Choose to Work with an AMC?** Here are just a few benefits of working with an association management company, in either a full-service or integrated model. - Scalability and Flexibility: AMCs can provide a blend of full-service staff and fractional staffing, meaning you can scale up or down as needed without the commitment of full-time hires. - Specialized Skills: From finance to communications, AMCs offer expertise in every functional area of association management. - Economies of Scale: AMCs support multiple clients and can pass on cost savings in areas like software, insurance, and vendor contracts. - Continuity: If a staff member transitions out, the AMC remains and can provide equivalently capable staffing quickly, providing operational stability. - [Benchmarking](https://www.glueup.com/blog/benchmarking-association-analytics "Learn more about association analytics from Glue Up"): AMCs bring knowledge from working with multiple associations and help you avoid reinventing the wheel. **Lessons Learned: What Makes or Breaks the Model** According to the AMCI guidance, success with this model depends on a few critical factors: - Shared Vision: The ED, AMC, and association Board of Directors must be aligned mission, strategy, and goals. - Clear Roles: Confusion kills collaboration. The relationship must include a clear scope of work and accountability chart. - Communication: Regular, transparent communication between the Board, AMC, and ED builds trust and keeps everyone informed. - Mutual Respect: This model isn’t “vendor/client”— it’s a partnership. Both sides must recognize and appreciate each other’s contributions. **Real-World Results** In the e-book, two nearly identical associations took different paths—one fostered collaboration and thrived, while the other resisted integration and failed. The difference? Leadership buy-in, communication, and [respect for the AMC’s expertise.](https://amrms.com/wp-content/uploads/2022/07/WhyConsideranAMC.pdf "Check out one of our PDFs on how an AMC can help your association") AMR has seen these dynamics firsthand. Associations that embrace collaboration and let each partner lead in their area of expertise benefit from stronger operations, better events, and happier members. **Best Practices for Success** Here are five takeaways to consider if you are considering partnering with an AMC in the integrated model: 1. Include the ED in AMC selection to ensure alignment from day one. 2. Work with the AMC to create an accountability chart to define roles between ED, AMC, and Board. 3. Leverage the AMC’s proven operational expertise and structure, rather than trying to reinvent processes. 4. Ensure contractors and direct hires know how to work with the AMC team. 5. Evaluate regularly with 360° feedback between all parties. **Final Takeaway** If you’re looking for a model that combines deep industry knowledge with proven operational execution, the AMC/ED integrated structure could be the key to unlocking your association’s next level of growth. If you’re unsure where to start, AMR has the experience and insight to help guide the way, so [let’s chat](https://amrms.com/contact-us/ "Reach out to us today via our contact form"). We are an AMCI-accredited association management company with over 25 years of experience help associations streamline operations and achieve their missions. With a team-first culture and a commitment to innovation, AMR is ***Helping Associations Change the World***. **Categories:** Blog Posts **Tags:** Association Management, Association Management Companies, Working With An AMC --- ### [The Art of Storytelling: 5 Tips For Association Websites](https://amrms.com/association-storytelling/) **Published:** July 23, 2025 **Author:** AMR Management Services **Content:** Your association’s website has the potential to do more than just explain what you offer (as important as that is). It should inspire new members to join and encourage current ones to stay involved. With the right story, your site can shift from simply functional to a truly engaging hub for your members. Most of your site’s visitors aren’t just looking for your benefits or services. They want to feel like they belong to something bigger. Through thoughtful storytelling, your organization can build trust, turn interest into action, and [grow your association](https://amrms.com/how-associations-can-grow-without-breaking-the-bank/ "Learn how to grow your association from our blog"). In this guide, we’ll walk through five practical tips for bringing the power of storytelling to your website. ## 1. Know who your audience is. If you want your website content to connect and convert, start with your audience. When people feel seen and understood, they’re more likely to engage, whether that means joining your association, attending an event, or simply exploring more of your site. Here’s how you might grow your understanding of your audience. ### Start with what you already know. Dig into your CRM or AMS data to identify patterns in member behavior and preferences. You might pay attention to: - Common member types (e.g., students, professionals, retirees) - Common professions or industries - Events, courses, or webinars that drive participation - Programs or services members use frequently You can also use tools like [Google Analytics](https://cornershopcreative.com/blog/google-analytics-for-nonprofits/ "Learn more about Google Analytics for non profits") to see which content receives the most attention on your site. Another option is to go straight to the source by running a short survey to ask your members what kind of content they want to engage with. ### Create audience personas. Once you’ve gathered data, leverage that information by building member personas. Personas are profiles that represent your typical website visitors or association members, helping you create content with a specific audience in mind. Imagine someone who embodies your typical member or customer. Then list their: - **Interests:** What topics do they care about professionally or personally? What content and services do they engage with most on your site? - **Needs:** What are they looking for from your association (e.g., networking, education, advocacy)? - **Challenges:** What problems are they trying to solve in their work or career? How can your content help? - **Goals:** What outcomes are they hoping to achieve by joining or staying involved? - **Preferred formats or channels:** Do they prefer blogs, videos, webinars, email updates, or something else? [Double the Donation](https://doublethedonation.com/direct-marketing-fundraising/ "Learn more about fundraising from double the donation") recommends creating personas for different segments of your audience. This way, you can create content that better meets the needs of different member types. Bring each profile to life by giving them a name, job title, and even a representative photo. This makes it easier to visualize your audience while writing. ### Write with those personas in mind. When your content speaks directly to the needs and interests of a persona, it is more likely to resonate with the audience that persona represents. For instance, if one of your personas represents a recent graduate looking for early-career guidance and credentialing opportunities, your site might highlight success stories from young professionals and feature a dedicated “Career Launchpad” content hub. ## 2. Craft compelling narratives with core storytelling elements. Did you know that storytelling activates various areas in our brain? [Research shows](https://www.forbes.com/councils/theyec/2022/05/19/this-is-your-brain-on-storytelling-why-we-love-narrative-elearning/ "Learn more about why we love storytelling from Forbes") that storytelling is the most engaging and memorable way to communicate information. Humans have an innate attraction to stories. The allure of stories lies in our ability to connect with the characters, become emotionally invested in seeing problems solved, and experience a range of emotions that stories elicit. To craft a strong narrative, start with the basics. Every story needs: - **Characters:** Relatable and well-developed characters are the heart of a story. They allow us to see the world through their eyes, fostering empathy and connection. - **A setting:** The setting provides context and immerses readers or viewers in the story’s world. It sets the stage for events and allows the audience to visualize and imagine themselves in the narrative. - **Conflict:** Conflict introduces tension, uncertainty, and the desire to see problems resolved. [Cornershop Creative’s marketing guide](https://cornershopcreative.com/blog/nonprofit-marketing-plan/ "Check out this non profit marketing plan from Corner shop Creative") explains that effective storytelling helps your audience understand these problems and how your organization can fix them. - **A resolution:** The resolution offers closure, satisfying our need for a conclusion and leaving a lasting impact. - **Sensory details:** Sensory descriptions create a vivid and immersive experience, making the story come alive in the audience’s mind. Incorporating these storytelling elements into your website can help you communicate your association’s impact and encourage your audience to form stronger emotional connections with your organization. ### How to share your narratives Once you’ve shaped your narrative, share it in ways that make sense for [your website](https://cornershopcreative.com/blog/best-nonprofit-websites/ "Learn more about non profit websites") and audience. Here are some great places to start: - **Blog posts:** Share stories and anecdotes related to your industry, events, or experiences. Your blog is a great platform for in-depth storytelling. - **Videos on your “About Us” page:** Introduce the people behind your association, share success stories, and highlight the impact of your work in a compelling visual format. - **Testimonials and reviews:** Encourage members to share their journey and the impact joining your association has on them. Feature these stories on your homepage, program pages, or membership landing page to show real-world value. No matter the format, the goal is the same: help your audience see themselves in your story. When people connect emotionally with your content, they’re more likely to trust your organization, stay engaged, and take action. ## 3. Incorporate engaging visuals. Visual content doesn’t just look good—it [drives member engagement](https://blog.imis.com/member-engagement "Learn how to increase member engagement from IMIS"). In fact, articles with relevant images get [94% more views](https://www.sproutworth.com/visual-content-marketing-statistics/ "Learn more about visual content marketing from Sproutworth") than those without. That’s because visuals draw us in and spark emotion. For associations, visuals are a powerful way to bring stories to life. Here’s why they matter: - **Emotional impact:** A photo or illustration can evoke feelings and make abstract ideas relatable. - **Improved comprehension:** Visuals like infographics simplify complex ideas and help people understand key messages faster. - **Shareability:** Eye-catching visuals are more likely to be shared on [social media](https://amrms.com/4-social-media-marketing-tips-every-association-should-be-using-in-2025/ "Learn more about social media marketing"), helping extend your content’s reach. - **Brand recognition:** Consistent use of colors, fonts, and design elements reinforces your association’s identity. - **Memorability:** People remember visuals better than plain text, making your association’s stories stick. ### Types of visuals to use with your stories You can use a variety of visuals to make your association’s website more dynamic and your stories more compelling. For instance, you might incorporate: - **Illustrations:** Custom illustrations add personality and a distinctive visual style to set your content apart. - **Photos of real people:** Using authentic images of your members and staff adds a human touch and authenticity to your stories. - **Event footage:** Videos and photos from your [association’s events](https://amrms.com/association-event-planning-questions/ "Learn more about event planning") give a glimpse of your offerings. Choose visuals that capture your community’s energy and enthusiasm. - **Interactive visuals:** Clickable maps, graphs, or data visualizations provide an engaging way for your audience to explore and understand your data. No matter your goal, visuals help your message stick. Choose imagery that supports your story, aligns with your brand, and makes your audience feel something. That’s what turns casual visitors into loyal members. ## 4. Be authentic. Authenticity is at the heart of building trust. People are drawn to organizations that feel real, transparent, and human. When your storytelling reflects that, your [association’s website becomes more effective](https://amrms.com/association-website-improvements/ "Learn how to make a better website for your association") and relatable. Here’s how to lead with authenticity: - **Share real stories (with permission).** Stories from your members, volunteers, or partners put a human face on your work. Always get written consent before sharing someone’s personal details or experiences. - **Highlight member voices.** Invite members to share testimonials, blog posts, or videos. Their firsthand perspectives add credibility. - **Show what happens behind the scenes.** Lift the curtain on what it’s like to run your association. Share the struggles, triumphs, and even the quirks that make your organization unique. Transparency shows the dedication behind your work. When your storytelling feels genuine, your association becomes more approachable, relatable, and trusted. For example, you could post a member’s story about how joining your association changed their career or share a short video from a partner organization explaining your impact. ## 5. Invite members to join the story. Your website is an opportunity to invite visitors to become part of your association. A strong call to action (CTA) in your stories is how you make that invitation clear. Here’s how to create inspirational CTAs: - **Compelling language.** Use concise, eye-catching language that tells people exactly what to do. Examples include “Join Now,” “Donate Today,” “Get Involved,” or “Subscribe for Updates.” - **Strong design:** Use buttons, bold colors, or design elements that draw attention to your CTAs. - **Strategic placement:** Position CTAs where they naturally fit within your content. For instance, a membership CTA makes sense on your membership page and at the end of a member spotlight article. - **Thoughtful landing page selection:** The landing pages you direct visitors to should deliver on each CTA’s promise by providing helpful info and an easy path to take action (e.g., event registration, membership sign-up). Pairing a compelling story with a thoughtful CTA creates a powerful experience that moves visitors from passive readers to active participants. --- By embracing the magic of storytelling, your association’s website can engage your audience in a way that leaves a lasting imprint. If you’re looking to further enhance your association’s digital presence, consider [reaching out](https://amrms.com/contact-us/ "Visit Our Contact Us Page") to an [accredited association management company](https://amrms.com/why-choosing-an-accredited-association-management-company-is-crucial-for-your-organizations-success/ "Learn why accreditation is important for your association management company") like AMR for expert guidance and support. We can help you harness the full potential of your stories and take your online engagement to new heights. **Categories:** Blog Posts **Tags:** Marketing, Membership --- ### [Midyear Marketing Check-In: Is Your Association on Track for 2025 Goals?](https://amrms.com/midyear-marketing-check-in-is-your-association-on-track-for-2025-goals/) **Published:** July 16, 2025 **Author:** DeLaine Bender CAE **Content:** It is July 2025, and associations are reaching a key planning milestone. A midyear marketing check-in provides the opportunity to evaluate current performance, identify areas for improvement, and refocus efforts for a strong finish to the year. --- **1. Review Your Key Metrics and Goals** Start with your core performance indicators: - Member acquisition progress - Renewal and retention rates - Event registration and attendance - Engagement metrics such as email open and click-through rates Assess these numbers against your 2025 goals. If you are falling short, it may be time to refine targeting, optimize your content, or shift resources toward higher-performing tactics. Recommended reading: [4 Tips for Your Association’s Data-Driven Marketing Strategy – AMR](https://amrms.com/association-data-driven-marketing/ "Learn more about data driven marketing for associations from our blog") --- **2. Reassess Your Audience and Messaging** Audience preferences and expectations continue to shift, especially with the rise of Gen Z and younger millennial members. Take time to ask: - Which segments are most engaged? - What content formats are performing best? - Does your messaging speak to current member priorities, such as career advancement or community building? This is a good time to re-evaluate personas or run a short survey to collect member feedback. Recommended reading: [Content Marketing Institute: How to Create a Marketing Persona Template](https://contentmarketinginstitute.com/content-marketing-strategy/how-to-create-a-marketing-persona-template "Learn more about marketing templates from the Content Marketing Institute") --- **3. Reallocate Resources to High-Performing Channels** If some campaigns are underperforming, now is the time to pivot: - Pause low-engagement efforts and reallocate time and budget - Double down on what is working, whether that is LinkedIn, webinars, or targeted email series - Make sure your automation and lead nurturing workflows are optimized for Q3 and Q4 Recommended reading: [How to Recalibrate Your 2025 Digital Marketing Budget in Q2](https://opollo.com/blog/how-to-recalibrate-your-2025-digital-marketing-budget-in-q2/ "Learn more about making a digital marketing budget") --- **4. Prepare for Q4 Campaigns** Fall is typically a critical time for membership renewals, conferences, and year-end giving. To prepare: - Begin early promotion for major events - Launch drip campaigns targeting current, lapsed, and prospective members - Finalize your Q3 and Q4 content calendars Recommended reading: [How to Plan a Seasonal Marketing Campaign: A 5-Step Strategy](https://blog.hubspot.com/marketing/seasonal-marketing-campaign-guide "Learn how to plan a social media marketing campaign from hubspot") --- **5. Strengthen Thought Leadership and Partnerships** Thought leadership and strategic collaboration can help build credibility and member value. Consider: - Launching a member spotlight series - Publishing short case studies - Partnering with aligned organizations on webinars or toolkits Recommended reading: [Building Thought Leadership Through Strategic Content Partnerships](https://demandscience.com/resources/blog/content-partnerships-thought-leadership/ "Learn more about Strategic Content Partnerships from Demand Science") --- **6. Implement Quick Wins** To build short-term momentum: - Re-engage inactive subscribers with a refreshed email offer - Run a quick poll on LinkedIn to gather insights and start conversations - Share educational content or reminders tied to upcoming events Recommended reading: [How to Use Freebies to Optimize Your Lead Generation](https://blog.hubspot.com/marketing/freebies-lead-generation "Learn more about lead generation from hubspot") --- **A Timeline to Guide Your Next Steps** **Step 1:** Review and analyze key performance metrics *Deadline: July 20* **Step 2:** Reallocate marketing resources based on performance *Deadline: July 31* **Step 3:** Finalize Q3 and Q4 campaign calendars *Deadline: First week of August* **Step 4:** Launch audience-specific engagement campaigns *Deadline: Mid-August* --- **Moving Forward** A focused midyear check-in helps ensure that your marketing strategy aligns with your association’s goals. There is still plenty of time in 2025 to optimize your efforts and deliver meaningful results. For customized support, templates, or campaign planning guidance, [reach out to AMR today](https://amrms.com/contact-us/ "Visit Our Contact Us Page")! **Categories:** Blog Posts **Tags:** Association Management, Goals, Marketing --- ### [5 Strategies for Successful Association Awards Management](https://amrms.com/association-awards-management-strategies/) **Published:** July 9, 2025 **Author:** AMR Management Services **Content:** Your members go above and beyond every day, both in their loyalty to your association and the way they operate in their professional roles. In some cases, their work is just one small part of an accomplishment by the business they work for. And it isn’t just your staff who may notice this—other members and even the community at large often recognize these achievements. **So, why *not* formally appreciate these individuals and organizations by creating (or revamping) an association awards program?** To successfully recognize important stakeholders and [build community](https://amrms.com/conference-community-and-connections/ "Learn why community and connections are important") through your awards program, you’ll have to take a strategic approach. While [robust awards management software](https://www.getopenwater.com/awards-software/ "Check out the award software from Open Water") is immensely helpful, you also need a plan to utilize your tools and align your team on how your awards program will contribute to your association’s overall success. In this guide, we’ll discuss five association awards management strategies that you can adapt for your organization’s unique needs and goals. Let’s dive in! ## 1. Clearly Define Awards & Nomination Procedures If you’ve never given out recognition-type awards before (as opposed to [grants](https://www.getopenwater.com/grant-management-software/ "Check out the grant management software from OpenWater"), scholarships, or other similar application-and-review processes), your first task is to set overarching goals for your program. Ensure your team knows why you want to develop this program and who you’re recognizing (individual members, businesses, etc.) so everyone understands how to move forward. Then, develop a clear nomination process by defining: - **Award categories** according to type of contribution, field of achievement, or other factors. - **Eligibility requirements,** such as length of membership in your association or community involvement. - **Additional materials** that need to be submitted on top of the nomination form, like recommendation letters or evidence of completed projects. - **Timelines** for submission windows, application processing, judging, communication of decisions, and presentation of awards. These internal decisions lay the foundation for your externally-facing awards program materials, including your submission form, guidelines, and marketing communications. ## 2. Promote Award Opportunities Across Multiple Channels As with most of your association’s initiatives, a multi-channel marketing approach expands your awards program’s reach. The more ways you communicate about award and nomination opportunities, the more people will see and interact with your messages. Promote your awards program across the following channels: - **Your association’s website,** where your awards program should have its own page or a dedicated microsite connected to the main site. - [**Email**](https://amrms.com/3-email-marketing-mistakes-your-association-might-be-making-and-how-to-fix-them/ "Learn how to avoid marketing mistakes in your email blast") blasts and newsletter mentions. - [**Social media posts**](https://amrms.com/4-social-media-marketing-tips-every-association-should-be-using-in-2025/ "Check out four social media marketing tips for your assocation") on the platforms your members use the most, whether that’s LinkedIn, Facebook, Instagram, or even TikTok. - **Mobile messaging** via texts or your [association’s mobile app](https://www.clowder.com/blog/mobile-apps-for-associations "Learn more about mobile apps for your association on Clowder") (if you use one). - **Print communications** like direct mail and flyers posted at in-person events. In all of these communications, include a link or QR code to your nomination form so your audience can fill it out right away if they feel inspired. Additionally, ensure your guidelines are easily accessible (either in the message or via a website link) and that you’ve provided contact information in case anyone has questions. ## 3. Prioritize Fairness in Adjudication When submissions for an award close, you should have already chosen your judges and briefed them on what to expect during review. Your judges may be the staff members who manage your awards program, but they can also come from other areas of your association or even be outside volunteers. It’s often helpful to recruit judges who have specific expertise in the area the award covers. For example, if one of your awards focuses on marketing, your association’s marketing team and external marketing professionals will have a deeper understanding of what constitutes a good submission and be able to make a more informed decision. However, you should make it clear that your judges can’t be nominated for the award themselves to prevent conflicts of interest. To further promote fairness, create a standardized review form and have two to four judges fill it out for each submission. You might also choose to anonymize the submissions to minimize the impact of judges’ personal relationships and opinions on review. No matter your exact approach, [ensuring consistency](https://amrms.com/the-power-of-consistency-top-5-ways-standardized-processes-drive-efficiency-for-associations/ "Learn why consistency is important") and actively mitigating bias will make adjudication more efficient *and* help the right awards go to the right people. ## 4. Publicly Recognize Award Winners After your judges have reviewed all nominations and made their decisions, your first step is to contact award winners. Send them a congratulatory message via their preferred communication channel—email, mobile messaging, or direct mail—by the date you promised you’d contact the winners so they aren’t left hanging. However, this message typically isn’t enough for a recognition award to resonate. [OpenWater’s awards management guide](https://www.getopenwater.com/awards-management/ "Check out open water's award management platform") suggests several other methods to “celebrate \[winners’\] achievements and reinforce the value of your program,” including: - **Hosting an awards event** (ceremony, luncheon, etc.) for the winners and their loved ones. - **Creating tangible reminders of each award,** which could be a certificate, trophy, or plaque, depending on the award’s prestige. - **Spotlighting award winners** on your website, in social media posts, and in your newsletter. - **Writing press releases** to share with industry publications and the winners’ employers. As [eCardWidget’s member appreciation guide](https://ecardwidget.com/member-appreciation-ideas/ "Check out some member appreciation ideas from E Card Widget") explains, each of these recognition ideas will resonate better with some award winners than with others. Take note of the reactions to your chosen method so you know whether you should reuse it in the future. If a winner pushes back against your original idea, suggest other methods from the list (or, if they really don’t want public recognition, mail them their certificate with a handwritten note and small gift). ## 5. Track & Analyze Program Data Reactions to recognition aren’t the only data points that can help you improve your awards programs with every nomination cycle. In your association management system (AMS) or constituent relationship management (CRM) solution, track various pieces of useful information, such as: - **Nomination numbers,** both in total and per award - [**Marketing conversion rates**](https://amrms.com/association-data-driven-marketing/ "Learn more about data driven marketing from our blog") from each channel and individual message - **Fund allocation** for your recognition ideas and any monetary components that are built into your awards - **Direct feedback** on the entire process from nominators, judges, staff, and recipients In addition to capitalizing on your strengths and addressing any weaknesses, having clear data allows you to demonstrate the value of your awards program to stakeholders and better understand how it fits into your association’s overall purpose. --- Effective awards management balances streamlining workflows, ensuring fairness, and showing association members that you see and appreciate how they go above and beyond. Use the strategies above to get started, and don’t hesitate to [reach out for expert help](https://amrms.com/contact-us/ "Get In Touch Via Our Contact Form") or invest in a new solution if you need to elevate your awards program from good to great. **Categories:** Blog Posts **Tags:** awards, Best Practices, Meetings --- ### [Return on Relationship in the Events Industry](https://amrms.com/return-on-relationship-in-the-events-industry/) **Published:** July 2, 2025 **Author:** Rebecca Bruce **Content:** **“Let me introduce you to Shannon.”** **“You need an AV team? I know a great one!”** **“I’d be happy to connect you to someone in that city!”** These phrases, and more, are my go-tos as I exercise the philosophy of Return on Relationships in my everyday life. Return on Relationship (RoR) is a concept that goes beyond traditional financial metrics like Return on Investment (ROI). It refers to the measurable and intangible value that is gained from building and nurturing genuine relationships—whether with [clients, partners](https://amrms.com/tag/client-partners/ "Learn More About AMR's Client Partners"), [team members](https://amrms.com/the-amr-team/ "Learn more about the AMR Team"), or vendors. The first time I recall learning about genuine connections was during college sorority recruitment. Advised by very wise alumnae, my sorority sisters and I were coached to learn more about each other by asking probing questions. If during a conversation we learned that someone enjoyed volleyball, we introduced her to someone that also enjoyed volleyball. Biology majors introduced to other biology majors. And so on. What we were putting into practice was the fundamental psychological drive for connection known as affiliation. Like the needs for food, water, and safety, the need to form and maintain positive, meaningful social relationships is considered a basic human motivation—essential for well-being. **Why it Matters in Event Management:** Social connections shape who we are, how we feel, and [some studies](https://www.forbes.com/sites/adriangostick/2023/08/15/harvard-research-reveals-the-1-key-to-living-longer-and-happier/ "Read more how to live longer and happier through relationships") from [Harvard](https://www.health.harvard.edu/mental-health/can-relationships-boost-longevity-and-well-being "Read more about the Harvard relationship study") and the [CDC](https://www.cdc.gov/social-connectedness/about/index.html "Read more about connectedness from the CDC website") have even shown that they can impact how long we live. So if relationships matter that much, how can we make them work *for* us in the event and travel industry? Return on Relationship (RoR) is especially important in the event and travel industry because both sectors are people-centric, trust-driven, and highly experiential. Success relies not only on the logistics and execution of services but also on the strength of human connections behind the scenes. Events are built on trust. Attendees, travelers, team members, and clients place immense trust in planners, agents, and vendors to deliver smooth, memorable experiences. When strong relationships exist, there’s an emotional safety net—clients feel confident that you’ll handle surprises and go the extra mile. When you know your client or guest well, you can tailor experiences to their preferences, making events and trips more impactful. This creates emotional value, not just transactional satisfaction, which leads to stronger bonds and future business. **In event management, strong relationships can lead to:** - Repeat business and referrals from satisfied clients and attendees. - Vendor loyalty that results in better deals, reliability, and last-minute support. - Sponsor retention and increased funding, as trust builds over time. - Higher attendee engagement and satisfaction, because they feel valued and heard. - Team cohesion, making event execution smoother and more enjoyable. **How RoR Shows Up in Real Life:** - A trusted vendor gives you priority access during a busy season. - A long-time sponsor increases their contribution because they believe in your brand. - A happy client returns for multiple events and refers others to your services. - A guest who had a great experience shares it widely on social media, increasing visibility. One of my most prized recent RoR wins stemmed from a Familiarization Trip (FAM) where I met like-minded industry representatives that I still communicate with on a regular basis. I value having these personal and professional relationships with the other FAM attendees and call on them with questions about venues and vendors. More importantly to AMR, through vendor relationships I made on that trip, I was able to secure a hotel rate and keynote speaker that will save the client and attendees over $30,000. ![Rebecca with the FAM Group](https://amrms.com/wp-content/uploads/2025/07/R-UtahFAM.png)Rebecca Bruce (third from right) with the Utah FAM Group. This type of win isn’t uncommon when you make and value connections. On another site visit I was able to work with a city and hotel to find a mutually agreeable pattern that led to a $40,000 incentive for my client. And during a casual conversation about state-wide incentives left over from Covid that might still be available, I uncovered $24,000.00 for the client. Of course, I love finding those incentives and making my client happy, but I also care about the vendor partners. In each of these scenarios the benefits were mutual and the relationship lasts long after the ink is dry on the business transaction. It’s not just clients that benefit from RoR. Our team relationships matter too! While onsite I make it my mission to care for my team. There are daily themes in the office, favorite snacks, stretch breaks and designated time at the end of the day to reflect on the wins and show appreciation. In the events industry last-minute changes are common. We work long hours and ask a lot of our teams. Having trusted relationships ensures people want to help me, not just feel obligated. ![Rebecca Bruce and the SOAP team celebrating Derby Day while onsite at their meeting. Rebecca treated the team to a moment of whimsy where they could step away from the hectic day and craft a fascinator!](https://amrms.com/wp-content/uploads/2025/07/R-DerbyDay.png)Rebecca Bruce and the SOAP team celebrating Derby Day while onsite at their meeting. Rebecca treated the team to a moment of whimsy where they could step away from the hectic day and craft a fascinator! **In Short:** Return on Relationship is about relational equity—what you gain by treating people like long-term partners rather than transactions. In a people-driven industry like event management, RoR often outlasts and outweighs the short-term value of any single deal. If you are looking or an association management company that cares about people and relationships as well as all the background tasks that it takes to run an association [contact AMR today](https://amrms.com/contact-us/ "Reach out to us via our contact form for association management help and support.") to see how we can help your association change the world. **Categories:** Blog Posts **Tags:** Conferences, Engagement, Events, Meetings, Membership --- ### [What Software do Associations Need? 5 Platforms to Consider](https://amrms.com/association-software/) **Published:** June 25, 2025 **Author:** AMR Management Services **Content:** [E](https://amrms.com/the-power-of-consistency-top-5-ways-standardized-processes-drive-efficiency-for-associations/)[fficient associations](https://amrms.com/the-power-of-consistency-top-5-ways-standardized-processes-drive-efficiency-for-associations/ "Learn about standardizing processes from our blog") have more time in their days, allowing staff to focus on member engagement, growth planning, and program development. But to reduce laborious processes, you need software that can automate tasks, provide new engagement opportunities, and streamline day-to-day management. Today’s associations have a wide range of tools to choose from, which may leave some organizations wondering what tools they actually need. Whether your goal is to [acquire new members](https://blog.tradewing.com/blog/association-member-acquisition "Learn more about member acquisition from Trade wing's blog"), engage your current base, or improve behind-the-scenes efficiency, there is likely a platform your organization could benefit from. In this guide, we’ll explore five popular types of software solutions for associations. ## 1. Association Management Software Your association management software (AMS) is the heart of your organization’s tech stack. This tool is a centralized platform where your team performs the day-to-day work that keeps your association running, from reaching out to members to collecting dues to maintaining your website. [re:Charity’s guide to associa](https://recharity.ca/association-management-software/)[tion manage](https://recharity.ca/association-management-software/ "Check out ReCharity and their AMS")[ment software](https://recharity.ca/association-management-software/) breaks down a few key features to look for in an AMS: - **Membership database.** Your membership database stores all of your information on individual members, allowing you to communicate with them, track their engagement, manage their membership package, and build a relationship with them. - **Community engagement tools.** Some AMSs offer limited community engagement features, like event hosting tools and discussion forums. - **Email marketing tools.** Stay in touch with members by using your AMS to create mailing lists and send out email communications. - **Financial management.** One of your AMS’s most important functions is to collect dues payments and provide accurate payment records. - **Reporting and analytics.** Assess your association’s member engagement, event attendance, and annual finances with customizable reports. - **Website management.** Some AMSs provide website-building tools, allowing you to launch and manage a website from one centralized platform. - **Integrations.** Ensure your AMS can connect to the rest of your association’s technology by investing in a tool with extensive integration options, allowing you to easily plug in and start using a range of software to fulfill your association’s mission. AMSs share many features with [CRMs](https://amrms.com/crm-optimize-association-management/ "Learn more about CRMS from our blog"), but there are a few key differences. For instance, CRMs generally focus on building a sales pipeline and managing sales leads, whereas AMSs prioritize community management and engagement features. Essentially, the difference is in the name: *customer relationship* management platforms specialize in managing individual relationships, whereas *association management* software enables associations to manage day-to-day functions. ## 2. Learning Management System If your association offers educational courses, then a learning management system (LMS) is a must. LMSs allow associations to host and present educational content to members online, allowing them to earn the credentials and certifications they need to advance their careers. When it comes to LMSs, consider platforms with these top features: - **Live session hosting.** While many members like to take educational courses on their own time, others seek to enhance the learning experience through community. Your LMS should enable livestreamed workshops, allowing members to connect with each other via virtual breakout rooms. - **Course format support.** What types of content can your LMS support? Some provide specialized tools for building courses, such as designing microcourses or adding attention checks. - **AI features.** [AI is changin](https://amrms.com/ai-the-future-of-association-learning/)[g how LMSs o](https://amrms.com/ai-the-future-of-association-learning/ "Learn more about AI and assocition management from ou rblog")[perate](https://amrms.com/ai-the-future-of-association-learning/), advancing these tools with greater personalization and automation capabilities. For instance, AI can analyze what courses a member has taken in order to recommend related educational content. Ensure your LMS integrates with your AMS. This enables you to track what courses members are taking and where they are in their credential programs from one centralized database. ## 3. Member Engagement Platform Keeping your members engaged should be one of your association’s top priorities. After all, engaged members are far more likely to renew their memberships, participate in your community, and promote your association to others. Member engagement platforms provide features that enable you to connect with your community online, deliver them valuable content, and provide unique features they can engage with. However, when researching member *engagement* platforms, be careful not to confuse these tools with member *management* solutions. [Tradewing’s g](https://blog.tradewing.com/blog/member-engagement-platform)[uide to member eng](https://blog.tradewing.com/blog/member-engagement-platform "Learn more about Tradewing's member engagement platform")[agement platforms](https://blog.tradewing.com/blog/member-engagement-platform) explains the difference between these two types of tools: “Member management tools allow associations to keep their members organized by providing features for dues collection and association-to-member communication. In contrast, member engagement platforms have features like a community platform and member-to-member communication.” Essentially, your AMS should come with a range of member management features to provide a consistent member experience, while your member engagement software will likely be a separate platform. With your member engagement solution, you can host events, create discussion forums, and even launch a [member](https://amrms.com/association-website-improvements/)[s-only micro](https://amrms.com/association-website-improvements/ "Learn how to improve your association website from our blog")[site](https://amrms.com/association-website-improvements/) where they can network and post content. ## 4. Event Management Software Events are likely one of your association’s most valuable offerings, and the right tools can help you execute these activities with ease. Look for [event ma](https://blog.tradewing.com/blog/association-event-management-software)[nagement softw](https://blog.tradewing.com/blog/association-event-management-software "Learn more about AMS offerings from Tradewing")[are](https://blog.tradewing.com/blog/association-event-management-software) designed specifically for associations. These tools offer features like: - **Registration and ticketing.** Create a seamless registration process so attendees can quickly sign up and gain access to your event. Additionally, if your event management software is integrated with your AMS, you can keep records of who is attending which events. - **Vendor and sponsor features.** Improve your events for both members and vendors with management features that allow sponsors and vendors to increase their visibility, connect with interested attendees, and keep their event-day operations organized. - **Livestreaming capabilities.** For online events, ensure your event management software allows you to connect with members even when they’re attending from home. For instance, look for platforms with engagement tools, like a live chat, polls and surveys, and breakout session features. Your software should also streamline your [event p](https://amrms.com/association-event-planning-questions/)[lanning pr](https://amrms.com/association-event-planning-questions/ "Check out some of our event planning tips from our blog")[ocess](https://amrms.com/association-event-planning-questions/). Create schedules, assign tasks, and oversee all of your activities on event day to ensure everything runs smoothly. ## 5. Communication Tools To [maintain me](https://doublethedonation.com/member-engagement/)[mber engagem](https://doublethedonation.com/member-engagement/ "Learn more about member engagement from double the donation")[ent](https://doublethedonation.com/member-engagement/), you need to stay in touch with them. While your AMS and member engagement software should have some communication components, dedicated communication platforms for email, text message, and direct mail may also be useful. Specialized platforms can significantly enhance your outreach abilities by enabling you to design message templates, create segmented mailing lists, schedule messages, and build content calendars. Whatever platform you invest in, ensure it integrates with the rest of your software. For instance, you might create a message template designed to pull data stored in your AMS to personalize each message. Or, you could leverage your email platform to highlight recent goings-on in your online community. --- Association software has developed rapidly over the past few years, and the right tools for your organization will depend on your needs and budget. Assess your organization’s priorities—whether they’re hosting memorable events, providing educational offerings, or maintaining consistent communication—[Contact AMR today](https://amrms.com/contact-us/ "Visit Our Contact Form") so we can help you find the software that elevates your association’s member engagement experience and behind-the-scenes operations. **Categories:** Blog Posts **Tags:** Association Management --- ### [How an Idea Becomes a Publication (to the tune I’m Just a Bill on Capitol Hill)](https://amrms.com/how-an-idea-becomes-a-publication/) **Published:** June 18, 2025 **Author:** Meredith Ward **Content:** If you’re a GenX kid like me you definitely remember Schoolhouse Rock and *[I’m Just a Bill on Capitol Hill](https://www.youtube.com/watch?v=SZ8psP4S6BQ "Watch the short video on YouTube")* or, my personal favorite, *[Three is a Magic Number](https://www.youtube.com/watch?v=J8lRKCw2_Pk "Watch the short video on YouTube")* (and the subsequent De La Soul sampling it in their 1989 song, *The Magic Number*). These catchy cartoons taught young kids everywhere about the United States legislative system, math, grammar, science and other complicated subjects. In this blog I shall do my best to channel Schoolhouse Rock and tell you how an idea becomes a publication. If you read my [last blog](https://amrms.com/the-importance-of-playing-away-games/ "Read Meredith's previous blog post.") (award winning and internationally famous), you know that I’ve been with [AMR client](https://amrms.com/tag/client-partners/ "View Our Client Partners") NASCIO for just over twelve years. Part of my responsibility as deputy executive director is overseeing our publications process. [NASCIO](https://www.nascio.org "Visit the NASCIO website") releases several [publications](https://www.nascio.org/resource-center/ "Visit The NASCIO Resource Center") every year on a bevy of topics (e.g. cyber, AI, data, workforce, to name a few) and our policy team is constantly coming up with new ideas. But with a small (six-person) policy team, who writes these publications in addition to speaking at conferences, holding webinars, testifying in front of state legislatures and a whole host of other responsibilities, how do we manage this process? First and foremost, we stay in our lane. People come to us with all kinds of ideas for joint publications or surveys and, while we do entertain some, many are not within our scope. I also frequently hear “NASCIO should write about this or that…” and sometimes I get good ideas from crowdsourcing, but I still have to make sure we are in our lane. How do we stay in our lane and know our scope, you might ask? We religiously stick to what our members’ priorities are. We formally ask them via our [State CIO Top 10](https://www.nascio.org/resource-center/resources/state-cio-top-ten-policy-and-technology-priorities-for-2025/ "Read through the CIO Priorities for 2025") survey and yearly [State CIO Surveys](https://www.nascio.org/resource-center/resources/the-2024-state-cio-survey-building-blocks-of-the-next-generation-cio/ "Check out the 2024 State CIO Survey on the NASCIO website"). For example, in our [2024 State CIO Survey](https://www.nascio.org/resource-center/the-2024-state-cio-survey/#enterprise "VIew the 2024 State CIO Survey on the NASCIO website"), we asked our members several questions on enterprise architecture (a favorite topic for anyone reading this, I’m sure). After looking at the results, we knew we needed to dig further and launched a [series](https://www.nascio.org/resource-center/?selectedTopic=enterprise-architecture) which builds upon our 25+ year research on the topic. Another example, in the 2025 [State CIO Top 10](https://www.nascio.org/resource-center/resources/state-cio-top-ten-policy-and-technology-priorities-for-2025/ "Check out the CIO top ten policy and tech priorities for CIOS in 2025 from NASCIO's website"), IT accessibility made the Top 10 for the first time in the history of us producing the list. We knew this was likely because of the [DOJ final rule](https://www.ada.gov/resources/2024-03-08-web-rule/ "Read the final rule from ADA.gov") on web accessibility and mobile apps for public entities. We spun up a working group for our state members to help them work through the ruling and have and will produce content this entire year leading up to the first deadline (April 2026 for all public entities with a population of 50,000). Before I wrap up, let me circle back to Schoolhouse Rock. In the early 1980s, Schoolhouse Rock produced a four-part series on computers. Did you watch it? I get a kick out of looking at some of the titles and content and see how much has changed in the world of information technology and how much really hasn’t in the 40 years since this series was released. The same is true with associations and association management. In the 55+ years that NASCIO has been in existence and nearly 30 years that AMR has been around, we have seen much change. But our mission remains the same: to help our members adapt to changes and stay relevant. Are you a board member or executive looking for help with your association? [Contact AMR today](https://amrms.com/contact-us/ "Use Our Contact Form To Get In Touch Today!") and let us help your association change the world like we do for NASCIO and all of our client partners. **Categories:** Blog Posts **Tags:** Marketing, Publishing --- ### [4 Non-Dues Revenue Ideas for Innovative Associations](https://amrms.com/non-dues-revenue/) **Published:** June 11, 2025 **Author:** AMR Management Services **Content:** Relying on membership dues alone is limited *and* risky. Economic shifts, changing member behaviors, and unexpected disruptions can all strain the traditional dues-based model. **When too much depends on a single revenue stream, even well-established associations can scramble to stay afloat.** Forward-thinking associations aren’t abandoning dues. Instead, they’re building diverse, resilient [financial practices](https://amrms.com/association-financial-management/ "Check out some Financial Management Tips For Associations From Our blog") that help them stay mission-focused and future-ready. From monetizing educational content to selling branded merchandise, the best strategies enhance member value while unlocking new funding channels. Let’s explore a few strategic and scalable ways your association can expand its income sources. ## 1. Digital Learning Opportunities One of the top reasons people join associations is to grow in their careers. They’re looking for new skills, up-to-date industry knowledge, and credentials that help them stand out. That makes education a natural place to generate additional revenue while delivering value to members. Here are a few practical ways associations are turning their learning programs into reliable income streams: - **Live or recorded webinars:** Host timely sessions with expert speakers. For anyone who misses the live events, you can provide recordings as on-demand content in your resource library. - **Online courses:** Build structured courses with multiple lessons, quizzes, or readings. These can support deeper skill-building. - **Certificate programs:** Create short series of courses tailored to different roles or specific skills. Consider offering a digital badge for your member portal or even an official certification. - **Microlearning videos:** Offer short, focused lessons (5–10 minutes) that members can watch on the go—ideal for busy professionals. - **Downloadable resources:** Sell toolkits, checklists, or guides that reinforce learning and can be sold individually or bundled. Above all, make sure your content meets members’ expectations. Focus on developing programs that solve real problems, offer practical takeaways, and fit into members’ busy schedules. That’s the kind of value people will pay for. ### How to Offer Learning Opportunities Creating great content is only part of the equation. Members also need an easy way to access and complete it. That’s where a [learning management system (LMS)](https://blog.topclasslms.com/lms-for-nonprofits "Learn more about Learning Management Systems from Top Class LMS") comes into play. An LMS helps associations organize and deliver learning in a cohesive and professional way. You can bundle courses into certification pathways, set up quizzes and digital badges, and even create discussion boards to encourage interaction. Many platforms integrate with member databases, so you can personalize content recommendations and track who’s taking what. ![](https://lh7-rt.googleusercontent.com/docsz/AD_4nXd5XGq9aGeGg_momQduk3O9SXBliKZYfEWRteME6jEjr5pUFK8DymoFrB7GVUqi6X97grBeQyanIL99v68aaURtFzK7ejiZUcrpQRR3DxVNffnxC0X-8P7WXK7OEtZxa_fCH1vbHQ?key=j-yEzFac7w6LTtjNbwBF-w) **Alt text:** A mockup of a learning management system (LMS) [TopClass’s LMS implementation checklist](https://blog.topclasslms.com/lms-implementation-checklist "View the LMS implantation checklist from the Top Class LMS Blog") explains that your LMS should offer reporting capabilities, giving you insight into your best-performing offerings. You can track metrics, such as: - Course purchases - Course completion rates - Test results - Certifications or badges earned - Number of active users This way, you can continually adapt your offerings to serve your members’ needs better and drive more revenue. With the right system in place, you’ll create learning experiences that members won’t want to pass up. ## 2. Corporate Sponsorship and Advertising Your members are a highly targeted audience, and companies that sell to those professions or industries know it. From software providers and equipment vendors to financial firms and recruiting services, many businesses are eager to get in front of your members. **Sponsorships and advertising create a win-win situation: companies gain brand exposure, and your association earns revenue to reinvest in member programs.** You’ll just need to create thoughtful [sponsorship and advertising opportunities](https://360matchpro.com/corporate-sponsorships/ "Learn more about corporate sponsorships from 360 Match Pro") that enhance the member experience. Here are a few ways to monetize this opportunity *without* overwhelming or feeling invasive to members: - **Sponsored content:** Offer a space in your newsletter or on your blog for vendors to share helpful, educational insights. - **Webinars or podcasts:** Invite sponsors to present thought leadership to your audience. Your team can shape the format to keep it relevant. - **Event sponsorships:** Between your [event microsite](https://amrms.com/designing-event-microsite/ "Find out how to design a great event microsite from our blog"), exhibit booths, and sponsored networking sessions, events are a natural opportunity to promote sponsors. - **Research partnerships:** Collaborate with a sponsor to produce original reports that offer helpful insights to members. When done well, these partnerships feel like a service rather than an interruption. The key is to work with sponsors whose goals align with your members’ interests and to focus on useful, high-quality content or experiences. ## 3. High-Value Events Events are a cornerstone of most association calendars. They’re where your members connect, learn from one another, and feel part of something bigger. Whether it’s an annual conference or monthly webinar, events offer powerful community-building opportunities, making them great for generating [non-dues revenue](https://amrms.com/beyond-membership-dues-6-ways-to-build-year-round-revenue/ "Learn more about non due revenue from our blog"). Here’s how your association can turn its events into high-impact experiences that also boost revenue: - **Premium add-ons:** Offer ticket upgrades for VIP networking sessions, exclusive Q&As with speakers, or small-group roundtables. - **Sponsorship placements:** Invite companies to sponsor select sessions, speak, and gain exposure through your event app ads, signage, or sponsored meals and networking mixers. - **Post-event libraries:** Sell access to recorded sessions as part of a resource hub for members who couldn’t attend live. - **Hybrid formats:** Expand your reach and boost ticket sales by blending in-person and virtual access. This helps remote members participate without travel costs. [Smart planning](https://amrms.com/association-event-planning-questions/ "Learn the questions you should be asking when planning an event from our blog") and creative packaging can turn even modest events into high-margin revenue streams. To get started, map out a few simple ways to expand access or visibility for your next event, such as adding a paid recording library or inviting a sponsor to support a session. Then, track what works and gather feedback. ## 4. Branded Merchandise Selling branded merchandise is a great way to build a sense of pride and connection with your community. Useful products like coffee mugs or notebooks will remind members of your association while generating low-lift income. Here are some [products that Bonfire recommends selling](https://blog.bonfire.com/the-best-fundraising-products-to-sell/ "Learn more about selling products to raise funds from bonfire's blog"): - T-shirts, hoodies, hats, tote bags, and other wearable items - Office supplies like pens, stationery, notebooks, and desk calendars - Mugs, water bottles, and other drinkware Pick one or two items your members will actually use and enjoy. Add your logo or a fun, industry-related design to make each product feel personal and relevant. Once you see what sells, you can expand your shop. Merchandise is also a smart way to build brand awareness. [Member referrals](https://www.imis.com/software/software/membership-benchmark-report.aspx "View a benchmark report on Membership Referrals from IMIS") are the second most effective way to attract new members, and your merchandise can spark those conversations. Imagine a member walking into a team meeting, coffee in hand. They’re using a mug with your association’s logo, and a colleague asks about it. Just like that, they’re learning about your association and thinking about joining! ## Getting Started Each of these [fundraising strategies](https://amrms.com/association-fundraising-ideas/ "Check Out A Few Of our Fundraising Ideas From Our Blog") can help your association deliver more value while building long-term stability through extra non-dues revenue streams. You don’t have to launch everything at once. Start small: test a new offering, track what resonates, and build from there. Over time, you’ll create a stronger financial foundation that allows your association to adapt, grow, and serve its members more effectively. If you’re not already [using an association LMS](https://topclasslms.com/association-lms "Learn More About Top Class LMS"), consider making that your first step. Education is one of the most powerful ways to increase member benefits while staying true to your mission. An LMS gives you the tools to scale that impact, helping members grow professionally while turning learning into a sustainable source of revenue. **Categories:** Blog Posts **Tags:** Best Practices, Membership, Revenue --- ### [The Importance of Playing Away Games](https://amrms.com/the-importance-of-playing-away-games/) **Published:** June 4, 2025 **Author:** Meredith Ward **Content:** When you think about an “away game” you might flash to your kid’s hectic soccer schedule or a team sport you played back in your glory days. For my association, [NASCIO](https://www.nascio.org/ "Visit the NASCIO website for more info about them") (National Association of State Chief Information Officers), it means meeting our members (in all 50 states and six territories) and our association strategic partners (too many to name here) where they are. I spend a good portion of my daily work talking with our members about the struggles in their states and helping them come up with solutions to problems. We are a first stop sounding board when needed. Our team travels to state capitals, testifies before state legislatures (like Amy Glasscock [did](https://ohiohouse.gov/committees/technology-and-innovation/video/ohio-house-technology-and-innovation-committee-5-20-2025-205525 "Watch a video of NASCIO's Amy Glasscock testifying in Ohio") in Ohio in May—starts around the 18 minute mark) and provides briefings for our members. We also spend a good portion of our time speaking at association partner conferences, much like I did last month (LEX-LAS-DEN-LEX in four days). (As a side note, if you’re wondering who I am and why I’m writing this blog, I’ll give you a bit of background. I have over 20 years of experience in association management and have worked in government affairs, policy and with the media during that time. I’ve been at AMR for a little over 12 years and oversee NASCIO’s policy, publications and external media presence. But back to the point of why we’re here…) Playing away games doesn’t always mean actually being out of town. We have regular syncs and touchpoints with our members and strategic partners. Need a member of our team to talk [cyber](https://www.youtube.com/watch?v=sC3S3I-LfWU "Watch StateRAMP Cyber Summit with NASCIO's Meredith Ward on Youtube")? [government affairs](https://glsolutions.com/regulatory-agency-software-blog/top-priorities-for-your-state-cio-with-nascios-alex-whitaker/ "Learn more about TOP CIO Priorities from a blog post by NASCIO's Alex Whitaker")? [state CIO organizational models](https://www.kslegislature.gov/li_2018/b2017_18/committees/ctte_h_government_technology_and_security_1/documents/testimony/20170215_04.pdf "Learn more about government security in a paper by NASCIO's Eric Sweden")? [state CIO priorities](https://mediaspace.esri.com/media/t/1_m5ujox92 "Learn more about Understanding the Top IT Priorities in Government by watching a recording of a talk with NASCIO's Doug Robinson") ? [IT accessibility](https://www.buzzsprout.com/704052/episodes/15357846-revolutionizing-assistance-new-nascio-publication-with-kalea-young-gibson "Listen to a podcast with NASCIO's Kalea Young-Gibson on revolutionizing assistance")? We got you. We have always had this philosophy at NASCIO, but we accelerated it during the early days of the COVID-19 pandemic. When others might have been taking a back seat, we increased our offerings and communication to members and strategic partners. Testifying in a state house looked a lot different then (states hardly allowed remote testimony prior to 2020) but we got it done. Fast forward to 2025 and our country’s associations and members are facing additional hurdles with tax code and federal funding uncertainty as well as changing memberships and disrupters like generative artificial intelligence. But we won’t fade into the shadows in 2025 either. Now is the time to ramp up our association’s presence and use our expertise to continue to boost our members. Whether that means getting on a plane or getting on a Zoom meeting, there’s just no substitute for getting out there and sharing your good work. [NASCIO’s policy team](https://www.nascio.org/about/staff/ "Visit NASCIO's Staff Page") members represent just a few of the [AMR whole team](https://amrms.com/the-amr-team/ "View Our Page Of Association Experts") who works daily to make sure our association members have the support they need to solve problems, deal with emerging issues and whatever else might come their way **Categories:** Blog Posts **Tags:** Conferences, Events, Meetings --- ### [3 Email Marketing Mistakes Your Association Might Be Making (And How to Fix Them)](https://amrms.com/3-email-marketing-mistakes-your-association-might-be-making-and-how-to-fix-them/) **Published:** May 28, 2025 **Author:** DeLaine Bender CAE **Content:** Email marketing is one of the most powerful tools associations have at their fingertips, but only if it’s used intentionally. Whether you’re promoting events, sharing resources, or keeping members in the loop, a thoughtful email strategy can make all the difference in member engagement. At AMR Management Services, we help associations of all sizes refine their communication strategies to [better connect with members](https://amrms.com/member-engagement-analytics/ "Learn more about member engagement analytics from our blog") and reach organizational goals. And when it comes to email, we often spot a few common missteps. Here are three email marketing mistakes associations tend to make, along with tips to fix them. **1. Writing Subject Lines That Don’t Spark Interest** Your subject line is your first impression. If it doesn’t catch your audience’s attention, your carefully crafted message might never get opened. Too often, associations default to vague subject lines like “Monthly Update” or “Event Reminder,” which can easily get lost in busy inboxes. Try this instead: - Use action-oriented language and clear value (e.g., “3 Ways to Get More from This Month’s Webinar”) - Keep subject lines short; under 60 characters is best for mobile users - A/B test different formats to see what your audience responds to According to [Campaign Monitor](https://www.campaignmonitor.com/resources/knowledge-base/should-you-personalize-your-subject-lines/ "Learn how to personalize your subject line from campaign monitor"), emails with personalized subject lines are 26% more likely to be opened. Small changes can lead to big results. **2. Sending the Same Message to Everyone** Your members aren’t all in the same place, so your emails shouldn’t be either. Sending a single message to your entire list can lead to lower engagement, unsubscribes, and even missed opportunities. Try this instead: - Segment your list by membership level, region, or interests - Personalize emails using first names or custom fields - Use behavior-triggered follow-ups (like sending a reminder only to those who haven’t registered yet) [HubSpot](https://blog.hubspot.com/marketing/email-marketing-stats "Learn more about email marketing from Hub Spot") reports that marketers who use segmented campaigns see as much as a 760% increase in revenue. The takeaway: relevance matters. At AMR, we often work with associations to build custom communications strategies that meet members where they are. Learn more about how we [support marketing and communication efforts](https://amrms.com/association-management-services/ "Check out our association management services") for associations. **3. Ignoring the Data** It’s easy to hit “send” and move on, but if you’re not analyzing your email performance, you’re missing valuable insights. Metrics like open rates, click-throughs, and unsubscribes tell you what’s resonating with your audience and what needs improvement. Try this instead: - Track your campaign metrics consistently - Use data to improve send times, messaging, and CTA placement - Adjust frequency or content based on unsubscribe trends Resources like [Mailchimp’s Email Marketing Benchmarks](https://mailchimp.com/resources/email-marketing-benchmarks/ "Learn more about the Mail Chimp email marketing benchmarks") can help you gauge how your results stack up to industry averages. A [data-informed approach](https://amrms.com/ga4-reporting-the-associations-new-best-friend/ "Learn more about Google Analytics Reporting from our blog") helps you refine your strategy and build emails that get better results over time. **Final Thoughts** Email marketing doesn’t have to be complicated, but it does have to be intentional. By writing more engaging subject lines, segmenting your list, and paying attention to performance data, your association can build stronger connections with members and drive real value. Want help improving your association’s communication strategy? AMR Management Services offers full-service support for everything from email and [social media](https://amrms.com/4-social-media-marketing-tips-every-association-should-be-using-in-2025/ "Check out some of our social media marketing tips") to branding and [event promotion](https://amrms.com/elevating-event-marketing-for-associations/ "Learn more about event marketing from our blog"). AMR Management Services is an [accredited,](https://www.amcinstitute.org/accreditation "Learn more about AMCI Accreditation") full-service association management company. We partner with [national and international clients](https://amrms.com/partners/ "View all of our clients") to provide strategic leadership, operational support, and creative solutions. From member communications to marketing campaigns, we help associations change the world. [Contact us](https://amrms.com/contact-us/ "Visit Our Contact Page to Get In Touch With us Today!") to learn how we can help elevate your email strategy and everything that comes after. **Categories:** Blog Posts **Tags:** Marketing, Membership --- ### [AMR Management Services Welcomes the Women’s Dermatologic Society as a New Client](https://amrms.com/amr-management-services-welcomes-the-womens-dermatologic-society-as-a-new-client/) **Published:** May 13, 2025 **Author:** AMR Management Services **Content:** LEXINGTON, Ky. (May 15, 2025) — AMR Management Services, a Kentucky-based association management firm, is pleased to welcome the [Women’s Dermatologic Society (WDS)](https://www.womensderm.org/ "Visit the WDS Website") as its newest client. WDS joins a growing roster of more than 25 national and international associations that have chosen AMR as their trusted management partner. ![WDS Logo](https://amrms.com/wp-content/uploads/2025/05/WDS.png) Founded in 1973, WDS empowers women dermatologists to reach their full potential and make a positive impact on the specialty and the broader community. With members spanning a wide range of subspecialties and located in more than 30 countries, WDS thrives on active engagement and offers unique opportunities for professional and personal growth. “We’re thrilled to partner with WDS—an organization dedicated to empowering dermatologists to thrive and drive meaningful change in the field and beyond,” said Nick Ruffin, CAE, President and Chief Executive Officer of AMR Management Services. “Our team is eager to support the WDS mission and help amplify their influence and impact.” “Partnering with AMR has us energized about the future of the Women’s Dermatologic Society,” said Sarah Jackson, MD, President of WDS. “With engaged members, strong leadership, and the backing of AMR’s experienced team, we’re in a great position to grow our reach and serve our members in new and innovative ways.” **About AMR Management Services** AMR Management Services has been *Helping Associations Change the World* TM for more than 25 years. AMR is a charter accredited association management company supporting national and international nonprofit associations with comprehensive services—including association management, strategic leadership, financial management, membership support, and event planning—to help organizations grow, engage members, and achieve their missions. **About the Women’s Dermatologic Society** Established in 1973, the Women’s Dermatologic Society is dedicated to supporting dermatologists in achieving their full potential and making a lasting impact on the specialty and patient care. Representing a broad spectrum of subspecialties, WDS thrives on active member involvement and collaboration. The society offers valuable opportunities for both professional and personal growth through education, mentorship, leadership development, networking, community outreach, and programs that educate the public and enhance patient outcomes. Learn more at [www.womensderm.org](http://www.womensderm.org). **Categories:** Press Releases --- ### [How Associations Can Grow Without Breaking the Bank](https://amrms.com/how-associations-can-grow-without-breaking-the-bank/) **Published:** May 21, 2025 **Author:** DeLaine Bender CAE **Content:** When association Boards of Directors talk about growth, they most often mean increasing the audience (members, conference attendees, etc.) or the association’s reach/position within the industry or profession. This often requires more staff and volunteer time or additional funding, which can be a challenge for [associations with limited budgets](https://www.nonprofitpro.com/article/how-nonprofits-can-maximize-impact-with-limited-budgets/ "Learn more about working with a limited budget from Non Profit Pro"). [Growth doesn’t have to mean overspending](https://www.leaderonomics.com/articles/leadership/overspending-affect-leadership "Learn more about how overspending affects leadership from Leaderonomics"). Scaling up smartly is all about a collective, conscious, and deliberate strategy — not just spending more. Here’s are six tips that could help you grow your association’s reach and impact while keeping expenses in check. **1. Leverage Technology** Invest in the right tools, not all the tools. A [good AMS (association management system),](https://memberclicks.com/blog/ams-system/#the-value-of-an-ams "Learn more about the memberclicks AMS") marketing automation, and virtual event platform can streamline operations and expand your reach. The key is to find the right solutions, at the right price points, for your needs. Free or low cost [artificial intelligence tools](https://www.asaecenter.org/resources/articles/an_plus/2025/03-march/smart-moves-how-ai-is-shaping-the-future-of-associations "Learn more about AI and associations from ASAE") are particularly valuable in creating efficiency and helping associations make good business decisions, create meaningful engagement, and deliver personalized experiences at scale. **2. Rethink Events** Big in-person conferences are great at creating revenue and visibility, but hybrid and virtual options can cut costs and increase participation by allowing non-travelers an opportunity to engage with the association. [Micro-events or regional meetups](https://www.cvent.com/en/blog/events/micro-events) also offer high value at a lower price point, providing additional engagement opportunities. **3. Maximize Volunteer Power** Members who love the association and its mission are often willing to help but just need to be asked. With or without staff support, [committees, task forces, and ambassadors](https://www.asaecenter.org/resources/articles/an_plus/2020/august/the-keys-to-high-functioning-committees-and-task-forces "Learn more about Committees and Task forces from ASAE") can help drive programs, content, and engagement without impacting the bottom line. Tap into your members by creating a clear charter and action plan. **4. Scale Staffing with an AMC** A new program doesn’t have to mean adding full-time staff. Among the benefits of working with an association management company like AMR Management Service is the AMC’s built-in ability to scale staffing up and down for new initiatives or specialized needs. **5. Focus on ROI** Strategy is the key! Every initiative should tie back to your mission and deliver measurable value. If something isn’t [driving engagement, retention, or revenue](https://amrms.com/5-fundamental-member-retention-strategies-for-associations/ "Learn a few of our member retention strategies"), it’s time to reevaluate and streamline. The portfolio of programs and services doesn’t have to be big to deliver return on investment. **6. Data is Your Best Friend** Another way technology can benefit association efficiency is creating the ability to use data to guide decisions. Use member data to determine programs that stay and go based on your knowledge of what’s working, where members are engaging, and where you’re seeing returns. This helps [cut waste and double down on what delivers](https://amrms.com/the-power-of-consistency-top-5-ways-standardized-processes-drive-efficiency-for-associations/ "Learn how to drive efficiency in your association from our blog"). **Conclusion** Growth doesn’t require a blank check, [but it does require that your association operate with intention](https://www.linkedin.com/pulse/building-organizational-intention-kevin-eikenberry-sauqc/ "Learn more about intention from this LinkedIn post"). With smart planning and the right partner, associations can grow sustainably and strategically. If you are looking for professional association management support to help your association grow, let’s chat. AMR Management Services is an AMCI-accredited association management company with over 25 years of experience help associations streamline operations and achieve their missions. With a team-first culture and a commitment to innovation, AMR is *Helping Associations Change the WorldTM*. **Categories:** Blog Posts **Tags:** Association Management, Best Practices, Membership --- ### [4 Social Media Marketing Tips Every Association Should Be Using in 2025](https://amrms.com/4-social-media-marketing-tips-every-association-should-be-using-in-2025/) **Published:** May 7, 2025 **Author:** DeLaine Bender CAE **Content:** Let’s be honest, association marketing can feel like a lot. You’re trying to reach new members, engage current ones, promote events, share resources, and showcase impact all while staying on-brand and on budget. Social media is one of the best tools associations have to do all of that, but it only works if it’s done intentionally. [According to Naylor Association Solutions](https://www.naylor.com/associationadviser/how-associations-can-build-engagement-on-social-media/ "Learn more about social media engagement from Naylor"), associations that focus on building meaningful engagement—rather than just broadcasting—tend to see stronger connections and better results. At AMR Management Services, we work with associations of all sizes, and one question that comes up often is: “What actually works on social media for associations?” We’ve got you. Below are four practical tips we recommend to help association social media strategies drive engagement, build community, and support long-term goals. **1. Respond to Comments (Yes, It’s That Important)** One of the most underrated but powerful ways to boost your association’s social media presence is simple: respond to comments. We’re often asked, “Do we really need to reply to every comment?” Our answer is yes and here’s why: - [Social media algorithms](https://sproutsocial.com/insights/social-media-algorithms/ "Learn more about Social Media Algorrithms") rewards interaction, meaning your posts are more likely to show up in your audience’s feeds. - It builds relationships with members and potential members. - It sends the message that your association is active, approachable, and engaged. Even a brief “Thanks for your input!” can go a long way toward strengthening online community and encouraging future interactions. **2. Share Member-Generated Content** Your members are often your best advocates and sharing their content can go a long way toward building trust and community. We suggest encouraging members to: - Tag your organization in event photos - Share why they joined or what they’ve learned - Participate in social prompts or campaigns With permission, reposting member-generated content not only adds authenticity to your feed but also eases the content creation load on your team. It’s a win-win. **3. Pick a Platform and Do It Well** Associations don’t need to be everywhere. In fact, trying to manage too many platforms can dilute your message and stretch your resources thin. We recommend choosing one or two platforms where your members are already active (often [LinkedIn](https://www.linkedin.com/ "Check out LinkedIn") or [Facebook](https://www.facebook.com/ "Head on over to Facebook")) and investing your energy there. Once you’ve picked your priority platforms: - Aim for consistency over volume - Engage with your audience regularly - Use strategic hashtags and tagging to increase reach Focusing your efforts allows for more intentional content and stronger results over time. Need help figuring out where your audience is most active? Our [association marketing experts](https://amrms.com/association-data-driven-marketing/ "Find out more about data driven marketing") can help you develop a strategy that fits your audience and goals. **4. Plan Content Around Key Dates and Campaigns** We’ve all been there, trying to come up with a post idea at the last minute. One way to reduce that scramble is to create a simple content calendar that aligns with your organizational goals. A few starting points: - Industry awareness days or observances (try using a tool like [National Today](https://nationaltoday.com/ "Visit the National Today website") to find relevant ones) - Upcoming conferences or webinars - Board elections, member milestones, or new resources We often suggest creating themes for each month or quarter to make planning easier and keep messaging cohesive. You can also align your posts with content from your association newsletter or [blog](https://amrms.com/overscheduling-is-killing-your-productivity/ "View one of our recent blog posts") to build cross-channel synergy. **Final Thoughts** Social media doesn’t need to be complicated. With a little planning and a focus on community engagement, associations can use it to strengthen member relationships, promote programs, and extend their reach. Start with one or two of these tips, build momentum, and adjust as you learn what resonates with your audience. **About AMR Management Services** If your professional society or trade association could benefit from skilled professional management support, AMR Management Services is here to help. We are an [accredited, full-service association management firm](https://amrms.com/about-amr/ "Find out more about AMR") supporting national and international association clients of all sizes. [Contact us](https://amrms.com/contact-us/ "Use our contact us form to get in touch with us today!") today to learn more about how we can help you take your association to the next level. **Categories:** Blog Posts **Tags:** Association Management, Best Practices, Marketing --- ### [Beyond Membership Dues: 6 Ways to Build Year-Round Revenue](https://amrms.com/beyond-membership-dues-6-ways-to-build-year-round-revenue/) **Published:** April 30, 2025 **Author:** DeLaine Bender CAE **Content:** Over-reliance on membership dues isn’t a sustainable strategy for an association, especially since factors out of our control can cause membership numbers to fluctuate. Diversifying your revenue opportunities promotes financial stability and allows for better long-term planning. Associations have tons of untapped potential through [non-dues revenue strategies](https://www.naylor.com/associationadviser/non-dues-revenue-strategies-leveraging-content-for-association-growth/ "Learn more about non dues revenue from Naylor"). The key is building a year-round strategy that blends value with creativity. Here are six ways to make that happen: 1\. Rethink Sponsorships as Year-Round Partnerships Instead of one-off event sponsorships, [offer your corporate partners](https://amrms.com/building-blocks-for-long-term-partnerships/ "Find out more about the building blocks for better partnerships from our blog") bundled packages that span multiple touchpoints, such as webinars, newsletters, podcasts, social media, and more. A comprehensive approach gives sponsors more exposure and helps create steady income for the association throughout the year. [Newer digital options,](https://theassociationpartner.com/funding/7-non-dues-revenue-ideas-for-associations/ "Learn more about digital revenue options from the association partner") like retargeting ads, add appeal. 2\. Monetize Your Content Have a library of webinars, courses, white papers, or toolkits? Package them into a resource hub or [online learning portal](https://memberclicks.com/blog/association-lms/ "Learn about Learning Management Systems from MemberClicks"). Many associations offer tiered access (free for members, fee-based for non-members) or create an opportunity for sponsors to provide [thought leadership resources](https://www.asaecenter.org/resources/articles/an_plus/2020/april/thought-leadership-strategy-made-easy-eight-simple-steps#:~:text=Associations%20are%20authorities%20on%20the,even%20the%20media%20and%20policymakers. "Learn more about thought leadership from ASAE") for a fee. Another option is an online marketplace, where vendors applicable to your industry can make product and service information available to members. 3\. Host On-Demand Education Whether it’s virtual workshops, an online learning series, or a suite of [microlearning courses](https://www.linkedin.com/pulse/what-microlearning-advice-associations-wp-tonic-ucfac/ "Learn more about Micro Learning from LinkedIN"), professional development attracts the largest audience when it’s available on-demand. If you have a certificate or [certification program](https://www.netforumams.com/blog/association-certifications-101-how-to-drive-membership-growth/ "Learn more about certification programs from NetForum"), there is a potential tie-in that generates funds and supports the professional development needs of members. Win-win! Bonus: on-demand options generate passive income and keep the revenue flowing long after the event ends. 4\. Create an Affinity Program For some associations, [affinity programs](https://mypar.org/partners-work-cardconnect/) can be a lucrative and attractive addition to the service portfolio. If you are going this route, be sure you only team up with vendors you trust with services or products applicable to your members. 5\. Open Up to Research One of the most valuable things an association “owns” is access to the collective expertise, experiences, and opinions of members. Offering a reasonable number of paid opportunities to [conduct research within your member base](https://www.asaecenter.org/resources/articles/foundation/2017/how-associations-support-members-with-research-standards "Learn more about member support through research from ASAE"), whether in the form of a survey or a focus group, can both raise funds and provide valuable insights that can benefit your association and members. 6\. Provide Advertising Where Members Are Paying Attention Another option is a virtual career fair or online [career center](https://www.ymcareers.com/blog/revenue/ "Learn more about revenue from Your Membership"), where members and corporate partners can post job opportunities specific to your industry. Newsletters, directories, and event apps are also prime real estate for advertising. If you can show solid [engagement metrics](https://amrms.com/member-engagement-analytics/ "Learn more about Member Engagement Metrics from our blog"), selling ad space adds a steady revenue stream without much lift. **The Bottom Line** The trick is to diversify. With the right mix of strategy and experimentation, [non-dues revenue](https://www.asaecenter.org/resources/articles/an_plus/2023/8-august/four-high-impact-low-cost-nondues-revenue-opportunities "Learn more about non due revenue from ASAE") can be a reliable growth engine for your association. \*\* Need help building out a revenue plan that solidifies your association’s financial future? Let’s chat. AMR Management Services is an AMCI-accredited association management company with over 25 years of experience help associations streamline operations and achieve their missions. With a team-first culture and a commitment to innovation, AMR is helping associations change the world. **Categories:** Blog Posts **Tags:** Best Practices, Finance, Membership --- ### [AMR Management Services Welcomes The Linguistic Society of America as new Client-Partner](https://amrms.com/amr-management-services-welcomes-the-linguistic-society-of-america-as-new-client-partner/) **Published:** April 16, 2025 **Author:** AMR Management Services **Content:** LEXINGTON, Ky. (April 14, 2025) — AMR Management Services, a Kentucky-based association management firm, is pleased to welcome the Linguistic Society of America (LSA) as its newest [client](https://amrms.com/tag/client-partners/ "View Our Client Partners"). LSA joins a growing roster of more than 25 national and international associations that have chosen AMR as their trusted management partner. [![LSA Logo](https://amrms.com/wp-content/uploads/2023/11/LSA.png)](https://www.lsadc.org/)Linguistic Society of America Founded in 1924, LSA is a scholarly membership organization dedicated to advancing the scientific study of language. Its diverse membership includes students, faculty, and professionals working in academia, government, nonprofit organizations, and industry. “We’re excited to collaborate with the Linguistic Society of America, an organization that’s driving meaningful work in the field of linguistics,” said Nick Ruffin, CAE, President and Chief Executive Officer of AMR Management Services. “Our team looks forward to supporting LSA’s mission and helping expand their reach and impact in the scholarly community.” “We’re pleased to begin this new partnership with AMR,” said Margaret Weigers Vitullo, LSA Executive Director. “2024 was the LSA’s centennial year. 2025 is the year we are stepping into the future, making strategic decisions to position LSA to flourish, thanks to strong leadership, an active membership, careful resource stewardship, and now the support of a dedicated full-service management team.” **About AMR Management Services** AMR Management Services provides [professional services](https://amrms.com/association-management-services/ "View our association management services") to local, regional, national, and international nonprofit trade associations, professional societies, and foundations. Core offerings include association management, education and event planning, financial and membership services, marketing and creative support, and data and technology solutions. Association management companies (AMCs) like AMR deliver strategic leadership and day-to-day operational support, leveraging experienced staff, best practices, and shared resources to drive results. By serving multiple nonprofit clients, AMCs bring broad expertise and efficiency to associations seeking full-service or specialized management solutions. **About the Linguistic Society of America** The Linguistic Society of America (LSA) is a scholarly membership organization committed to advancing the scientific study of language. Its members include students, educators, and linguistics professionals across sectors. LSA supports linguistic scholarship through peer-reviewed publications, professional development, events, and public advocacy. Learn more at [www.lsadc.org](http://www.lsadc.org "Visit the LSA Website"). **Categories:** Press Releases --- ### [Overscheduling is Killing Your Productivity (and What You can do About it)](https://amrms.com/overscheduling-is-killing-your-productivity/) **Published:** April 17, 2025 **Author:** DeLaine Bender CAE **Content:** For some association leaders and executives, a packed calendar can feel like a badge of honor. For others, it is a necessity created by limited staff support or too many priority projects. Whatever the reason, back-to-back meetings, email overload, distracting travel, and [constant interruptions](https://www.fastcompany.com/91308631/why-constant-interruptions-are-killing-your-strategic-thinking?utm_source=bottombanner&utm_medium=button&utm_campaign=register&utm_term=organic "Learn more about how constant interruptions at work are bad.") have become the norm. Being overscheduled is a [productivity killer](https://www.uab.edu/news/news-you-can-use/workday-woes-five-productivity-killers-and-how-to-overcome-them "Learn more about overscheduling from UAB"). Here’s why: **1 Busy Doesn’t Equal Productive** Just because your day is full doesn’t mean you’re getting *meaningful* work done. In fact, when every minute is spoken for, there’s no time left for strategic analysis, decision-making, or creative problem-solving. And isn’t that what we are supposed to be focusing on? As leaders, we must find ways to work [deep thinking](https://www.thinkherrmann.com/whole-brain-thinking-blog/why-leadership-requires-being-a-deep-thinker#:~:text=Deep%20thinking%20is%20a%20state,through%20different%20scenarios%20and%20perspectives. "Learn more about whole brain thinking from thinkhermann") into our schedules and not [work at too fast a pace](https://www.newyorker.com/culture/office-space/its-time-to-embrace-slow-productivity "Learn more about slow productivity from the new yorker"). I love the work of Cal Newport on this topic. His book, *Slow Productivity: The Lost Art of Accomplishment Without Burnout*, builds on *Deep Work* and emphasizes moving away from busy work toward meaningful accomplishments. I highly recommend [his books and podcast](https://calnewport.com/ "Visit the Cal Newport website"). **2 Meetings Are Eating Your Margin** An hour here, 30 minutes there — it adds up fast. Meetings pull execs away from higher-value work. Without time to reflect or recharge, [decision fatigue sets in](https://en.wikipedia.org/wiki/Decision_fatigue "Learn more about decision fatigue"), and quality starts to drop. While meetings can be valuable, they also disrupt our ability to focus. If you are a subscriber to *Harvard Business Review*, you have seen many online articles on this topic, including this one that highlights that [attending too many meetings can be highly stressful and tiring](https://hbr.org/2021/11/the-psychology-behind-meeting-overload "Learn more about work overload from HBR"), leading to decreased productivity and quality. So, let’s not waste our valuable time on ineffective meeting practices. [Optimize meetings](https://news.stanford.edu/stories/2024/01/hold-better-meetings) by requiring your team to have a clear objective/meeting purpose, well-structured agenda, start and end on time, conclude with action items, and ensure notes are taken and shared. Of course, you also have to demonstrate the [self-discipline](https://www.sigmaassessmentsystems.com/self-discipline/ "Learn more about self discipline from Sigma Assessment Systems") to employ these practices yourself. **3 No Room for Strategy Thinking** Overscheduled leaders are often stuck reacting rather than [proactively driving change](https://www.forbes.com/councils/forbescoachescouncil/2022/08/05/proactively-reaching-toward-change-a-new-understanding-of-organizational-resilience/ "Learn more about organ resilience from Forbes"). There’s little space to think strategically, mentor team members, or explore new opportunities when your day is a sprint from start to finish. Leaders must [make time for strategic thinking,](https://www.evokinginsights.com/blog/making-time-for-strategic-thinking) we all agree. But how? [Dorie Clark’s The Long Game: How to be a Long-term Thinker in a Short-Term World](https://www.youtube.com/watch?v=pqxohklTqfY) is an excellent resource on this (link is to the YouTube presentation, but the book is a great read). The book discusses the importance of creating [white space](https://www.linkedin.com/pulse/how-why-create-more-white-space-your-day-dr-alexandra/ "Learn how to create more white space from Dr Alexandria on LinkedIn") for strategic thinking, among other methods. I also recommend her [TED Talk](https://www.ted.com/talks/dorie_clark_the_real_reason_you_feel_so_busy_and_what_to_do_about_it?language=en "Watch the TED Talk") (from TEDxBoston) on the real reason we feel so busy every day. **The Fix: Ruthless Prioritization and White Space** First, fiercely protect your calendar. Block out time for focused work, limit recurring meetings, and empower your team to make decisions without constant check-ins. Building in white space isn’t a luxury, it’s a leadership necessity. Secondly, set your priorities and stick to them, to avoid being distracted with less meaningful work. if you aren’t familiar with it, check out [Stephen Covey’s Time Management Matrix](https://www.indeed.com/career-advice/career-development/covey-time-management-matrix "Learn more about Stephen Covey's matrix"), which is a framework for prioritizing your time and tasks for optimized efficiency and productivity. Delegate less critical work or look for methods to automate them. Bottom line: To be effective, we need our [personal margin](https://bridgebetween.com/how-creating-margin-can-foster-effective-leadership/ "Learn more about creating margins from the bridge between website") to be effective leaders and productive executives. Our focus should be solidly on doing what matters most. At AMR our core values really reflect this approach to business. Our flexibility and our casual but focused approached to association management helps us create a successful team that works well together in a positive work place. [Get in touch with us today](https://amrms.com/contact-us/ "Contact Us Today!") to see how AMR can help your association change the world. **Categories:** Blog Posts **Tags:** Best Practices, Leadership, Meetings --- ### [4 Best Practices for Association Financial Management](https://amrms.com/association-financial-management/) **Published:** April 9, 2025 **Author:** AMR Management Services **Content:** Association financial management is a unique beast. Not only does your association have to handle many different types of revenue and expense allocations, but you also need to ensure compliance with regulatory requirements for fundraising and spending for tax-exempt organizations. However, effective financial management is essential for your association to achieve its goals. By correctly handling funding, your organization can plan for growth and use its resources to boost [member engagement](https://amrms.com/4-effective-strategies-for-engaging-association-members/ "Learn more about member engagement strategies from our blog post"), satisfaction, and retention. While you don’t have to be an accountant to run an association, you should have at least a basic understanding of your organization’s financial situation. In this guide, we’ll lay that foundation by discussing four best practices for association financial management. Let’s get started! ## 1. Diversify Your Revenue Streams Most exempt organizations (nonprofits, schools, faith-based organizations, etc.) bring in funding from various sources to boost their financial stability. Associations are no exception—while membership dues may be your revenue bread and butter, you’ll build a stronger foundation for growth and resilience by diversifying your funding. Consider how you can incorporate all five of the major nonprofit revenue streams into your association’s funding model. These include: - **Individual donations.** This category encompasses monetary gifts of all sizes (small, mid-level, and major) as well as in-kind donations of goods, services, and assets like stocks or cryptocurrency. - **Corporate philanthropy.** This refers to any contributions businesses make to your association. Sponsorships are especially common among associations (which, according to [Double the Donation](https://doublethedonation.com/corporate-sponsorships-guide/ "Learn more about scholorships from Double The Donation"), can include financial, in-kind, or media support). However, you may also be able to receive employer matching gifts and volunteer grants. - **Earned income.** This type of revenue is particularly important for associations, as it includes memberships, merchandise sales, and fees for services provided, such as online courses or [conference registrations](https://amrms.com/enhance-conference-experiences/ "Learn how to enhance your conference registrations in our blog post"). - **Investments.** Although investing isn’t commonly thought of as an association revenue stream, earning interest from low-risk vehicles like mutual funds, bonds, and treasury bills is a great way to steward and grow your organization’s reserve funds. - **Grants.** Foundation and government grants can provide critical funding for your association’s most important projects and initiatives. However, not all nonprofit grants are open to associations, and you’ll need to [write standout proposals](https://amrms.com/grant-writing-for-associations/ "Learn more about grant writing for your association in our blog post") to secure the ones you’re eligible for. As your association adds revenue sources to its funding model, focus on securing funding that you can rely on long-term. Turn conferences into annual events, prioritize member retention, and build lasting relationships with grantmakers and corporate sponsors so you can continue to benefit from their support over time. ## 2. Create an Annual Operating Budget Your association’s operating budget is its master financial plan, outlining all of its projected revenue and expenses for a given year. While you’ll create this document from scratch once a year, it’s essential to check in with it regularly to ensure your organization’s spending and fundraising stay on track and make adjustments as needed. According to [Jitasa’s budgeting guide](https://www.jitasagroup.com/jitasa_nonprofit_blog/nonprofit-budgeting-understand-the-basics/ "Learn more about the basics of non profit budgeting from Jitsa Group"), the most effective way to organize the revenue side of your operating budget is according to the funding streams mentioned above. For expenses, categorize each expenditure based on how it furthers your association’s mission (this is known as *functional expense categorization*). The three categories you should use are as follows: - **Program costs** are directly related to your association’s mission-related initiatives—i.e., member services like continuing education and job boards, professional events, or opportunities to make a difference in the wider community. - **Administrative costs** are necessary to run your organization day-to-day and include expenses like staff compensation, utility bills, insurance, and office equipment purchases. - **Fundraising costs** are the upfront expenses associated with revenue-generating activities, such as [marketing](https://gettingattention.org/membership-marketing-ideas/ "Check out some membership marketing ideas from Getting Attention"), investing in specialized software, or planning events specifically geared toward fundraising (galas, auctions, etc.). A common misconception around association budgeting is that because your organization can’t turn a profit by definition, your budget has to break even every year. In reality, it’s legal—and highly beneficial!—for your total projected revenue to exceed your total expenses. Along with revenue diversification, budgeting for a surplus helps promote financial stability and provides more opportunities for your organization to [save for th](https://amrms.com/operating-reserves-essential-guidelines-for-associations/)[e](https://amrms.com/operating-reserves-essential-guidelines-for-associations/ "Learn how to setup operating reserves for your association in our blog post")[ future](https://amrms.com/operating-reserves-essential-guidelines-for-associations/). ## 3. Understand Your Financial Statements Alongside your operating budget, your association’s financial statements are critical for effectively managing funding. Each statement summarizes data in a unique way to provide actionable insights into your organization’s financial health. Associations typically create the [four core nonprofit financial statements](https://www.jitasagroup.com/jitasa_nonprofit_blog/nonprofit-financial-statements/ "Learn more about non profit financial statements from Jitsa Group") that other exempt organizations do. Here is a quick overview of these reports and what they include: ![The elements included in each of the four core nonprofit financial statements, which are also used by associations and are listed below.](https://amrms.com/wp-content/uploads/2023/07/Jitasa_AMR-Management-Services_4-Best-Practices-for-Association-Financial-Management_Supplementary-1024x731.jpg) - **Statement of activities.** The nonprofit parallel to the for-profit income statement, this report breaks down your association’s annual revenue, expenses, and change in net assets to inform future budgeting decisions. - **Statement of financial position.** Also known as a balance sheet, this statement provides a snapshot of your organization’s financial health and potential for growth by categorizing its assets, liabilities, and net assets. - **Statement of cash flows.** This report shows how cash moves in and out of your association through operating, investing, and financing activities to help keep your spending and fundraising on track (which is why most organizations compile it monthly instead of annually like the other statements). - **Statement of functional expenses.** The one financial statement unique to exempt organizations, this report organizes your expenditures according to the aforementioned functional expense categories so you can see how your spending furthers your mission. Besides informing internal decision-making processes, compiling these financial statements is essential for your association to comply with regulations like the [Generally Accepted Accounting Principles (GAAP)](https://www.jitasagroup.com/jitasa_nonprofit_blog/gaap-for-nonprofits/ "Learn more about GAAP from Jitsa Group"). They also help you fill out your organization’s annual tax returns and communicate transparently about your finances to members and stakeholders. ## 4. Establish Financial Policies & Procedures One more useful document that your association should create to support strong financial management is a handbook of policies and procedures. This handbook will serve as a reference for everyone at your organization to ensure they know how to handle funding correctly in their roles. Some key guidelines to feature in this handbook include the following: - **Gift acceptance policy,** which specifies the types of contributions (both monetary and in-kind) that your association can and can’t accept, as well as the conditions under which you can receive these gifts. - **Conflict of interest policy,** which helps prevent your association’s leaders and board members from making decisions that could be influenced by personal or professional interests. - **Expense reimbursement policy,** which explains when and how you’ll reimburse employees and [volunteers](https://amrms.com/connecting-your-association-through-volunteering-3-tips/ "Learn how to get more volunteers in our blog post") if they spend their personal money on behalf of your organization. - **Staff compensation policy,** which outlines how you’ll set and adjust compensation for all of your employees—including both direct (salaries and bonuses) and indirect aspects (healthcare and retirement benefits, paid time off, professional development opportunities, etc.). Having well-established financial policies and procedures allows your association to manage risks and safeguard your finances more effectively. Additionally, these guidelines promote accountability in association management, which can boost your reputation. --- Being transparent about how your association manages its finances is critical for building strong relationships with members, stakeholders, and the public. If you consistently demonstrate that you use their contributions to further your association’s mission, your community is more likely to trust your organization and continue supporting it long-term. **Categories:** Blog Posts **Tags:** Best Practices, Finance --- ### [The Power of Consistency: Top 5 Ways Standardized Processes Drive Efficiency for Associations](https://amrms.com/the-power-of-consistency-top-5-ways-standardized-processes-drive-efficiency-for-associations/) **Published:** March 12, 2025 **Author:** DeLaine Bender CAE **Content:** In [the world of association management](https://amrms.com/association-management-company-at-work/ "Learn More About AMR & The AMR Way Of Association Management"), efficiency isn’t a buzzword—it’s a necessity. Whether managing membership renewals, event planning, or financial reporting, a well-run association thrives on streamlined operations. What is one of the most effective ways to boost efficiency? Consistency. As a professional services company, [charter accredited by the AMC Institute](https://www.amcinstitute.org/accreditation- "Find out more about AMCI Accreditation"), AMR Management Services has developed well-documented and consistently followed processes and procedures that we like to call “The AMR Way”. We have instilled in our company culture the understanding that consistency saves time and money, which allows us to deliver more value to our [association partners](https://amrms.com/partners/ "View Our List Of Association Partners"). By standardizing processes and systems through The AMR Way, we can improve productivity, reduce errors, and enhance member satisfaction. Here’s how: **1. Eliminating Redundancies** When every staff member follows the same process for tasks like onboarding new members or processing payments, work becomes more predictable and less prone to duplication. This not only saves time but also ensures that no crucial step is overlooked. Each of AMR’s client teams has an accountability chart to define the ultimate owner of key programs, and the roles of contributors. [Standard operating procedures](https://www.americanexpress.com/en-us/business/trends-and-insights/articles/agile-business-strategy-making-room-for-standard-operating-procedures/ "Learn More About Standard Operating Procedures from American Express") provide clear guidelines for key processes. **2. Enhancing Collaboration** Clear, documented workflows make it easier for teams to work together. When employees and volunteers understand their roles and responsibilities, they can seamlessly transition tasks, reducing confusion and inefficiency. We use an [online project management tool, Basecamp](https://basecamp.com/#:~:text=Basecamp%20keeps%20both%20sides%20organized,and%20communications%20safe%20and%20centralized. "Learn More About Basecamp"), to create this transparency and clarity. These first two methods also allow us to slot in another team member in case we need extra hands on deck at an event or if a team member needs to be absent for one reason or another. **3. Reducing Errors and Improving Quality** A consistent approach minimizes mistakes. Whether it’s using standardized templates for communications, cybersecurity guidelines, or following a defined financial approval process, associations can maintain accuracy and professionalism in every interaction. For AMR, this means providing models and templates, as well as [leveraging artificial intelligence tools](https://www.digitalocean.com/resources/articles/ai-productivity-tools "Find Out How AI Can Make You More Productive from Digital Ocean's Blog") appropriately. **4. Improving Member Experience** Members expect smooth, seamless interactions. Standardized processes ensure that renewing memberships, registering for events, or accessing resources is easy and reliable, [strengthening engagement and retention](https://amrms.com/a-formula-for-member-retention/ "Learn More About Member Retention From Our Blog"). **5. Enabling Scalability** As associations grow, so do their operational demands. Standard processes create a strong foundation that supports expansion without creating chaos, allowing AMR to [scale our services and staff support](https://amrms.com/association-management-services/ "Learn More About The Association Management Services That AMR Offers") efficiently. At AMR Management Services, we help associations change the world by building and refining the systems that keep them running at peak efficiency. By implementing “The AMR Way” through consistent processes, we free up time to focus on our association partners’ missions—and ultimately deliver more value to their members. Want to streamline your association’s operations and elevate your association? [Let’s talk](https://amrms.com/contact-us/ "Visit Our Contact Form To Get In Touch With Us Today!"). **Categories:** Blog Posts **Tags:** Association Management, Best Practices --- ### [7 Questions to Ask When Planning Your Next Association Event](https://amrms.com/association-event-planning-questions/) **Published:** March 5, 2025 **Author:** Daria Knupp, CEM **Content:** Planning an [association event](https://amrms.com/popular-association-events/ "View our blog post about some popular event types") is an exciting opportunity to bring your members together, provide valuable experiences, and advance your organization’s mission. However, successful events don’t happen by chance—they require careful thought and a clear understanding of your goals. Whether you’re organizing a small networking gathering or a [large annual conference](https://amrms.com/enhance-conference-experiences/ "Learn how to enhance the conference experience for your members in this blog post"), asking the right questions at the start can set the foundation for a seamless and impactful event. This article outlines essential questions to ask during the event planning process. These questions will help you clarify your objectives, identify your audience, and create a plan that aligns with your resources and vision. By addressing these key considerations, you’ll be better prepared to create an event that not only meets but exceeds your association’s goals. ## What Are the Goals and Objectives of Your Event? [Defining clear goals](https://mya2zevents.com/blog/how-to-set-event-goals/ "View a reminder on how to set event goals from A2z") and objectives is the cornerstone of successful event planning. Without a solid understanding of why you’re hosting the event and what you aim to achieve, it’s easy to lose focus and miss opportunities to create value for your association and attendees. Start by asking, “What is the primary purpose of this event?” Your goal might be to [increase member engagement](https://blog.imis.com/member-engagement "Learn how to increase member engagement in a blog post from IMIS"), generate non-dues revenue, attract new members, or showcase your association’s industry expertise. Each goal should tie directly to your broader mission and strategic priorities. Once you’ve identified your primary goal, consider any secondary objectives that can add value to your event. For example, secondary objectives might include fostering networking opportunities, promoting upcoming initiatives, or collecting valuable feedback from attendees. Then, define success with specific metrics, such as: - Attendance numbers - Revenue targets from ticket sales or sponsorships - Member retention rates - Engagement metrics, such as session attendance or survey participation By aligning your goals and objectives with measurable outcomes, you’ll not only streamline your planning process but also create a clear framework for evaluating your event’s success. This clarity will help guide your decisions on everything from venue selection to agenda planning and ensure every aspect of your event serves a purpose. ## Who Is the Target Audience? Start by identifying who you’re designing the event for—current members, non-members, or industry stakeholders—and consider their demographics, professional roles, and challenges. Go beyond basics to understand their motivations and interests. For example, members in leadership positions may value sessions on industry trends or leadership development, while early-career professionals might seek networking and skill-building opportunities. Segment your audience into groups like core members, non-members, and sponsors, tailoring content to their needs. By understanding your audience, you’ll create an event that resonates, drives engagement, and reinforces their connection to your association. ## What Is Your Budget and Financial Plan? Establishing a clear budget and financial plan is essential for organizing a successful event. Your budget acts as a roadmap, ensuring you allocate resources effectively and avoid unexpected financial strain. Start by determining the overall amount you can spend. To set a realistic baseline, factor in potential revenue sources, such as ticket sales, sponsorships, grants, and exhibitor fees. Then, outline your major expense categories, such as: - Venue and catering - Speaker fees and travel - [Marketing](https://amrms.com/3-expert-marketing-strategies-to-increase-event-attendance/ "Check out some expert marketing strategies in this post from our blog") and promotions - Technology for virtual or hybrid events Prioritize spending on areas that will have the most significant impact on your attendees’ experience, such as high-quality speakers or engaging activities. To maintain financial control, create a detailed breakdown of costs within each category and track your expenses regularly. Doing so helps identify areas where you might need to cut back or reallocate funds. Finally, establish metrics to evaluate your financial success, such as profit margins, sponsorship revenue, or attendee revenue per ticket. A well-thought-out budget ensures your event meets your financial goals and delivers a meaningful experience for your attendees. ## What Will the Event Agenda Look Like? A well-structured agenda ensures a smooth flow of activities, keeps attendees engaged, and aligns with your event’s objectives. Start by outlining the main components of the day, such as keynote sessions, breakout discussions, workshops, and networking opportunities. Balance is key—include a mix of high-energy sessions and time for breaks to prevent attendee fatigue. When planning session lengths, consider the audience’s attention span and the depth of the content being delivered. Customization can also elevate your agenda. Offering concurrent tracks tailored to different audience segments allows attendees to choose the sessions most relevant to their interests. Finally, build flexibility into your schedule to accommodate last-minute changes or spontaneous opportunities for engagement. ## What Activities or Features Will Enhance Engagement? Interactive activities and unique features can significantly enhance attendee engagement, making your event more memorable and impactful. Incorporate elements that actively involve participants, such as: - **Live Polls and Q&A Sessions:** Use technology to gather attendee input during sessions or facilitate real-time questions for speakers. - **Workshops or Roundtables:** Provide hands-on learning experiences or detailed discussions on specialized topics. - **Gamification:** Add excitement with games, challenges, or a rewards system tied to event participation. Leverage social media to boost interaction. Create event-specific hashtags and encourage attendees to share their experiences online. Additionally, consider innovative features like photo booths, virtual reality experiences, or dedicated networking lounges to spark engagement and conversation. ## What Partnerships or Sponsorships Should You Pursue? Strategic sponsorships can enhance your event’s value while offsetting costs. Start by identifying organizations or businesses that align with your association’s mission and the event’s goals. Potential partners might include industry leaders, vendors, or service providers relevant to your audience. Design sponsorship packages that appeal to these groups, offering benefits such as branded booths, speaking opportunities, or logo placement on marketing materials. Tiered sponsorship levels can attract a range of partners, from smaller businesses to large corporations. Collaborations should feel mutually beneficial—sponsors should gain exposure or connections while your event benefits from the added value they bring. [Strong partnerships](https://amrms.com/7-proven-strategies-for-retaining-sponsors-keeping-your-partners-engaged-and-invested/ "Learn how to get your sponsors to return or get new sponsors with this post on sponsor growth strategeies") can elevate your event’s credibility and foster long-term relationships for future collaborations. ## What Is Your Post-Event Follow-Up Plan? The event doesn’t end when the attendees leave; post-event follow-up is crucial for maintaining momentum and building on your success. Start by [thanking attendees](https://ecardwidget.com/member-appreciation-ideas/ "See why member appreciation is important"), speakers, and sponsors with personalized emails or messages. Share event highlights, such as photos, video clips, or a summary blog post, to keep the conversation going and generate buzz for future events. For virtual or hybrid events, provide access to recorded sessions as a value-added benefit. [Gather feedback through post-event surveys](https://mya2zevents.com/blog/post-event-survey/ "Learn how to get post event feedback from A2Z") to understand what worked and what you could improve. Ask about session content, overall satisfaction, and suggestions for future topics or formats. Use this input to refine your approach and strengthen future events. Finally, include a clear call to action in your follow-up, such as renewing membership, signing up for upcoming events, or sharing the event with colleagues. A thoughtful follow-up plan ensures your event’s impact extends well beyond the final session. --- Organizing an association event involves many moving parts, but asking the right questions from the outset can simplify the process and set you up for success. By clarifying your goals, understanding your audience, and [creating a detailed plan](https://mya2zevents.com/blog/event-checklist/ "View this awesome event checklist from A2Z"), you’ll ensure your event delivers value to attendees and supports your association’s mission. Need more help beyond that, [contact us](https://amrms.com/contact-us/ "Contact Us Today to see how we can help") here at AMR today to see how we can help your association change the world one event at a time. **Categories:** Blog Posts **Tags:** Best Practices, Events, Meetings --- ### [Why Web Accessibility and ADA Compliance Matter: Part 2 - The How](https://amrms.com/why-web-accessibility-and-ada-compliance-matter-part-2/) **Published:** December 4, 2024 **Author:** Mike Cooke **Content:** In [part 1 of this series](/web-accessibility-ada-compliance-associations-part-1/ "Read part 1 of this series") we talked about the why, but now let’s talk about the how: You may be saying to yourself that you didn’t pick the platform that you are working with and are stuck with whatever limitations that app or content management system may have, but I am here to tell you that you can still make an impact on the accessibility and ADA compliance of your association’s web presence no matter what platform or tool you are using. **The four accessibility best practices that you have control over no matter what platform your association website or web service is using are:** ![Graphic showing image placeholder and alt showing where alternative text goes](https://amrms.com/wp-content/uploads/2024/12/Image-Alt.png)**Using Alt Text**: Ensuring that all images have descriptive alt text for screen readers. [View our blog post on this topic](https://amrms.com/why-web-accessibility-and-ada-compliance-matter-part-3-alt-text/ "Read our blog post that dives deeper into alt text."). ![Graphic showing text in different sizes](https://amrms.com/wp-content/uploads/2024/12/Responsive-Text.png)**Text Readability**: Ensuring that text can be resized, has sufficient contrast, and is easily readable. [View our blog post on this topic](https://amrms.com/why-web-accessibility-and-ada-compliance-matter-part-4-text-readability/ "Read our blog post on text readability"). ![](https://amrms.com/wp-content/uploads/2024/12/Responsive-Design.png)**Responsive Design**: Ensuring that the website is usable on all devices, including those with varying screen sizes and assistive technologies. [View our blog post on this topic](https://amrms.com/why-web-accessibility-and-ada-compliance-matter-part-4-text-readability/ "Read our blog post on responsive design"). ![Image showing adding captions to a video on Vimeo](https://amrms.com/wp-content/uploads/2024/12/Image-Caption.png)**Video Captions and Transcripts**: Providing captions for videos and transcripts for audio content to ensure that users with hearing impairments can access the content. [View our blog post on this topic.](https://amrms.com/why-web-accessibility-and-ada-compliance-matter-part-2/ "View our blog post on transcriptions and closed captions for videos") --- **Tools that you can use to check or double check your website for Web Accessibility issues**: - [https://webaim.org/](https://webaim.org/ "Visit the WebAim.org Website") Web AIM is one of the best resources for web accessibility training, evaluation, assistance, and reporting on the web. There is a plethora of [resources](https://webaim.org/resources/ "Check out these accessibility resources from Webaim"), [checklists](https://webaim.org/standards/wcag/checklist "Web aim Accessibility Checklist") and [tools](https://wave.webaim.org/ "Make use of WAVE a great accessibility checker for your website") available for you to learn and utilize in your accessibility journey and the best part is the majority of these resources are free. They do also provide [paid training classes](https://webaim.org/services/training/) if you are interested in those. - [https://www.w3.org/](https://www.w3.org/ "Visit the W3.org website for more information") The World Wide Web Consortium (W3C, the group behind web standards and guidelines is also a great resource for [accessibility fundamentals](https://www.w3.org/WAI/fundamentals/ "Learn some accessibility fundamentals") and has a [database of accessibility tools](https://www.w3.org/WAI/test-evaluate/tools/list/ "Check out the W3.org accessibility tools") --- Check back with us for more in this series where we do a deeper dive into each of the four ways to make your association’s website more accessible. Mike Cooke, AMR’s Director of Web Strategy, and ADA compliance reviews are available to all of our client partners. [Reach out to us today](https://amrms.com/contact-us/ "Visit Our Contact Us Page to Get In touch") to see how we can help take your association’s website to the next level. **Categories:** Blog Posts **Tags:** Accessibility, Best Practices, Websites --- ### [Why Web Accessibility and ADA Compliance Matter: Part 6 – Captions & Transcripts](https://amrms.com/why-web-accessibility-and-ada-compliance-matter-part-6-captions-amp-transcripts/) **Published:** February 26, 2025 **Author:** Mike Cooke **Content:** This is the last part in our [ADA compliance and website accessibility series](https://amrms.com/why-web-accessibility-and-ada-compliance-matter-part-2/ "View the start of our web accessibility series") where we go over the basics steps that any content editor can follow to make their association’s web presence more inclusive and accessible. In this post we will be going over captions for videos and transcripts for audio content. Providing captions for videos and transcripts for audio content is an essential aspect of making your website accessible to users with hearing impairments. These features ensure that all users, regardless of their ability to hear, can access and understand the content you provide. Here’s a detailed look at why captions and transcripts are important, and how to implement them effectively: **1. Why Captions and Transcripts Matter:** - **Accessibility**: Captions and transcripts provide a textual alternative to audio content, making it accessible to individuals who are deaf or hard of hearing. This aligns with accessibility standards and legal requirements, such as those outlined by the Americans with Disabilities Act (ADA). - **Comprehension**: Captions can also benefit users who may not have hearing impairments but are in noisy environments, non-native speakers who may find it easier to follow written text, and those who process information better visually. - **SEO Benefits**: Transcripts of audio and video content can improve your website’s SEO by providing text that search engines can index, helping your content reach a broader audience. **2. Providing Captions for Videos:** - **Types of Captions**: - **Closed Captions (CC)**: These are captions that can be turned on or off by the user. They are embedded in the video file but do not display unless selected by the viewer. - **Open Captions**: These are captions that are always visible and cannot be turned off. They are burned into the video file. - **Subtitles**: While similar to captions, subtitles are often used for translation purposes and may not include non-verbal sounds like music or sound effects, which captions typically do. - **Creating Captions**: - **Manual Captioning**: Manually create captions by transcribing the audio and syncing it with the video. This can be done using video editing software like Adobe Premiere Pro or free tools like [GoTranscript](https://gotranscript.com/closed-captioning-services "Learn about closed captioning services from GoTranscript"). - **Automatic Captioning**: Some platforms, like YouTube, offer automatic captioning, which can save time. However, these captions often require editing for accuracy, as automatic systems may not always correctly interpret the spoken content, especially with accents or background noise. - **Caption Placement**: Ensure captions are placed in a location that doesn’t obstruct important visual content. They are typically positioned at the bottom of the screen but should be moved if they cover something essential. - **Non-Verbal Elements**: Include descriptions of non-verbal sounds that are important to the understanding of the content. For example, \[music playing\], \[applause\], or \[door slams\]. **3. Providing Transcripts for Audio Content:** - **What to Include**: - **Verbatim Text**: Transcripts should include every spoken word, including dialogue, narration, and any on-screen text that is spoken. - **Speaker Identification**: Clearly indicate who is speaking, especially in multi-speaker content. This can be done by labeling each speaker’s name or role before their dialogue. - **Non-Speech Information**: Transcripts should also include descriptions of non-speech elements that contribute to understanding, such as \[background noise\] or \[audience laughter\]. - **Types of Transcripts**: - **Basic Transcripts**: These are simple, text-only representations of the spoken content in the audio or video. - **Interactive Transcripts**: Some platforms offer interactive transcripts, where the text is synchronized with audio or video. Users can click on a part of the transcript to jump to that point in the video or audio. - **Creating Transcripts**: - **Manual Transcription**: Manually listen to the audio and type out the content. This can be done using text editors or specialized transcription software like Express Scribe. - **Automatic Transcription**: Use tools like [Otter.ai](https://otter.ai/ "Visit the Otter AI Website"), [Google Docs Voice Typing](https://support.google.com/docs/answer/4492226?hl=en "View How to Do Voice Typing in Google Docs"), or [Trint](https://trint.com/ "Check out the Trint Website") to automatically transcribe audio. As with automatic captioning, these may require manual editing for accuracy. **4. Implementing Captions and Transcripts on Your Website:** - **Video Platforms**: If you’re hosting videos on platforms like YouTube or Vimeo, these often have built-in support for captions. You can upload caption files (usually in formats like .SRT or .VTT) directly to the platform. - **Embedding Videos**: When embedding videos on your website, ensure that captions are included and can be turned on by the user. If using an external platform, make sure the player has caption support and that captions are enabled by default or easily accessible. - **Providing Transcripts**: For audio content like podcasts, place the transcript on the same page as the audio player. This can be in a section below the player or as a downloadable document (like a PDF or Word file). Ensure that the transcript is clearly labeled and easy to find. **5. Testing and Quality Assurance:** - **Review for Accuracy**: Whether you create captions and transcripts manually or use automated tools, review them for accuracy. Ensure that the text matches the spoken content precisely and that non-verbal sounds are described appropriately. - **User Testing**: Get feedback from users who rely on captions and transcripts to ensure they are useful, accurate, and accessible. This might involve testing with individuals who are deaf or hard of hearing. **Benefits:** - **Improved Accessibility**: Ensures that all users, including those with hearing impairments, can access your content. - **Broader Audience Reach**: Captions and transcripts make your content more accessible to non-native speakers, people in noisy environments, and those who prefer reading over listening. - **Legal Compliance**: Helps you meet legal requirements and avoid potential lawsuits related to accessibility. - **Enhanced User Experience**: Provides a better overall experience for all users, increasing engagement and satisfaction. **Example:** - **Good Example**: A video on your website has a “CC” button allowing users to turn on captions, with accurate text that matches the spoken words and includes descriptions of relevant sounds. Below the video, there’s a clearly labeled transcript that includes the full dialogue and speaker identifications. - **Bad Example**: A video with no captions, or captions that are out of sync, incomplete, or inaccurate. The video’s page has no transcript, leaving users with hearing impairments unable to access the content. By providing high-quality captions and transcripts, you make your content accessible to a wider audience, enhance the user experience, and comply with important accessibility standards. Are you looking for an association management company that cares about the small details like inclusion and accessibility, [contact AMR today](https://amrms.com/contact-us/ "Visit our Contact Us Page to get in touch Today!") to see how we can help! **Categories:** Blog Posts **Tags:** Accessibility, Best Practices, Websites --- ### [Facilit8me Program Reflections: Building Stronger Facilitation Skills for Association Leaders](https://amrms.com/facilit8me-program-reflections-building-stronger-facilitation-skills-for-association-leaders/) **Published:** February 19, 2025 **Author:** Molly Marsh and Emily Lane **Content:** The [Facilit8me](https://facilit8me.thinkific.com/collections "Visit the Facilit8Me website") program is a unique 12-week training cohort, designed specifically to support association professionals in building and growing facilitation skills. As association professionals, we facilitate all kinds of meetings – board meetings, committee meetings, internal staff meetings, strategic planning sessions, business/membership meetings, stakeholder meetings, focus groups, and many more. These meetings often provide the venue for critical conversations that drive the future of an association. A well-facilitated discussion can mean the difference between stagnation and building the association of tomorrow. This course not only demonstrates the skills needed and methodologies to use, it builds a supportive community of peers within association leadership who also recognize the importance and value of facilitation. Equipped with new skills, a toolset of facilitation techniques, and a support community, Emily and Molly are better poised to guide [AMR client associations](https://amrms.com/tag/client-partners/ "View our List Of Client Partners") toward a strategic and thriving future. **Watch the video of tips and takeaways from AMR’s Molly Marsh and Emily Lane below:** **Categories:** Blog Posts **Tags:** Association Management, Courses, Learning --- ### [Association Fundraising: 5 Engaging Ideas to Raise More](https://amrms.com/association-fundraising-ideas/) **Published:** February 12, 2025 **Author:** AMR Management Services **Content:** While much of your association’s revenue comes from [member dues](https://amrms.com/4-strategies-to-maximize-your-orgs-membership-program/ "Learn how to max out your membership program from our blog"), those dollars must be supplemented by other revenue streams. That’s where [association fundraising](https://amrms.com/6-association-fundraising-ideas-sponsors-will-love/ "Check out some more fundraising ideas from our blog") comes in. Your association has a number of fundraising options, so let’s dive into five top ideas that raise money, engage your membership, and help you acquire new members. ## 1. Golf Tournament **What it is:** A golf tournament presents a chance for your members, people from their networks, and member prospects to build connections over a round of golf. Charge a registration fee for teams to participate and sell sponsorships that cover the event’s hard costs, provide in-kind support, and support your association’s mission. **Why this idea works:** Golf’s popularity continues to surge, and golf tournaments provide great engagement and brand visibility for sponsors. Plus, tech makes planning a successful golf tournament easier than ever, making it an all-around great fundraising idea for associations. **Pro-tip to boost revenue:** Build on-course games, challenges, and contests into the tournament. These additional tournament components add more fun, draw additional attendees, offer more sponsorship opportunities, and boost revenue. A hole-in-one contest is a great example—a high-end prize is most certainly a draw for golfers, and you can sell a sponsorship to cover the cost of the [hole-in-one insurance ](https://golfstatus.com/marketplace/hole-in-one-insurance?utm_source=amr&utm_medium=referral&utm_campaign=&utm_content=associationfundraising "Check out some fun ideas for golfers from Golf Status")in case someone hits the lucky shot. ## 2. Silent Auction **What it is:** In this format, members submit bids through a mobile bidding platform or write them down on sheets of paper. Offer appealing auction items that are donated by sponsors or supporters to control costs and ensure more revenue for your association. **Why this idea works:** [Effective silent auction software](https://www.handbid.com/blog/silent-auction-software "Learn more about silent auction software from Hand Bid") makes it easier than ever to hold a lucrative auction full of items your members and their connections will love. This fundraising idea is a tried-and-true classic that helps supporters win attractive prizes while also supporting your association. It’s a win-win! **Pro-tip to boost revenue:** Silent auctions pair with a number of other fundraising events, so don’t be afraid to add a silent auction to another event. For instance, if you’re hosting a golf tournament fundraiser, you could add a silent auction component that runs in the week leading up to the tournament. You might also mix things up and randomize winners with a [raffle](https://golfstatus.com/golfforgood/golf-tournament-raffle-ideas?utm_source=amr&utm_medium=referral&utm_campaign=&utm_content=associationfundraising "Learn more about running a raffle from Golf Status") format. ## 3. Event or Program Sponsorships **What it is:** Present businesses with the opportunity to support your fundraising events or association programs. Continuing with the charity golf tournament example, you might offer a pin flag sponsorship, where a business’ logo appears on [custom golf pin flags](https://golfstatus.com/marketplace/golf-pin-flag?utm_source=amr&utm_medium=referral&utm_campaign=&utm_content=associationfundraising "Check out custom gold pin flags from Golf Status") across the course. The sponsor gets great visibility while your association reaps the financial benefits. **Why this idea works:** Your association likely already [hosts many events](https://amrms.com/popular-association-events/ "Learn more about some popular association events from our blog") with a wide reach over the course of the year. Businesses are looking for ways to boost their brand identity, making events with a large attendance base ideal. Your sponsorship packages should cover many of the event’s fixed costs and offer high visibility and engagement for sponsoring businesses. Your association’s membership likely has valuable networks you can tap into to connect with potential sponsors. **Pro-tip to boost revenue:** Offer sponsorship tiers. Tailor the offerings to the prospective sponsor based on what marketing or philanthropic budget they might have available. Consider tiers like bronze, silver, gold, and platinum that progressively increase in value and what the sponsor should expect in return for their investment. Providing options allows more businesses to support your event or programs. ## 4. Employer Matching Gifts **What it is:** Matching gift programs allow your members’ gifts to go even further. They submit a request to their employers’ matching gift programs, which match a percentage of an individual’s contributions, and designate your association as their charity of choice. Your association **Why this idea works:** This idea is low-lift for your association. It’s also easy for members—they simply find out the requirements of their matching gift program and submit a request to their employer. **Pro-tip to boost revenue:** Educate your members about matching gifts. According to [Double the Donation](https://doublethedonation.com/matching-gift-statistics/ "Learn more about gift matching from double the donation"), 78% of donors are unaware if their company offers a matching gift program, leading to billions in unclaimed revenue each year. Provide accessible resources that help members understand the assets at their disposal and how they can help support your association with little effort. ## 5. Giving Day **What it is:** Invite supporters to rally together and support your association through a dedicated Giving Day. This might be on a special occasion, such as GivingTuesday, or any day that’s significant for your association, like the date you were founded. **Why this idea works:** Supporters typically respond well to urgency, so hosting a fundraising event that’s only a day or two long can help spur them to action. Highlight the Giving Day in all your member communications—emails, newsletters, mailed pieces, and social media—to ensure members are aware of the day and understand how they can give. **Pro-tip to boost revenue:** Incorporate a matching gift element. Reach out to a business or past donor to ask them to match any donations given up to a certain threshold on your Giving Day. Be sure you have the proper giving infrastructure in place so your members and their networks can easily make donations online. ## Next Steps Your members are the lifeblood of your association. While their dues are critical to your operations, the tips in this guide can help [turn your members into loyal donors](https://amrms.com/transforming-association-members-into-donors/ "Learn more about how to transform members into donors from our blog"). Start by creating a fundraising plan incorporating the ideas that will work best for your organization. Whether you choose a sponsored golf tournament combined with a silent auction or a standalone giving day with a matching gift element, your association will benefit from increased fundraising and member engagement. **Categories:** Blog Posts **Tags:** Events, Fundraising, Membership --- ### [5 Reasons AI Is The Future of Association Learning](https://amrms.com/ai-the-future-of-association-learning/) **Published:** December 18, 2024 **Author:** AMR Management Services **Content:** The adoption of artificial intelligence (AI) has boomed in the past few years across industries—and associations are no exception. In a matter of months, the number of association executives using AI [grew from 8% to 58%](https://www.avenuem.org/resource/58-of-association-executives-report-increased-ai-usage-in-2023/). Today’s professionals have diverse learning needs that traditional learning models simply can’t meet. As your members increasingly seek personalized and flexible educational experiences, AI rises to meet their expectations. This powerful technology also holds many benefits for [association management](https://amrms.com/ai-for-association-management-protecting-privacy-engaging-client-partners/ "Learn more about protecting member privacy from our blog"). It’s clear that associations are readily leveraging AI, and for good reason. In fact, there are *several* reasons this technology is pivotal to the future of association learning, which we’ll unpack in this article. ## 1. Drives Personalized Learning To help your association members access educational content that meets their industry-specific needs, your association must provide learning experiences tailored to their goals. For example, a healthcare association needs [learning management tools](https://www.blueskyelearn.com/blog/lms-for-healthcare "Learn more about healthcare Learning Management Systems from Blue Sky") that offer continuing medical education (CME) credits and ACCME PARS reporting. Without these features, this association would have difficulty delivering valuable content to medical professionals. Similarly, AI supports personalized learning by tailoring the experience to members’ unique preferences and behaviors. This includes: - **Addressing knowledge gaps.** Using information about members from your learning management system (LMS) and other databases, AI algorithms will identify learning gaps and suggest topics to ensure you provide the content members are looking for. - **Course recommendations.** Based on members’ learning history and educational goals, AI tools can suggest courses, webinars, and other content that aligns with their interests. - **Course assessments.** AI features can automatically generate quizzes and assessments to test learners’ retention of key concepts. Think back to our healthcare example. Using AI-powered learning tools, this association might realize their educational content doesn’t cover recent developments in healthcare technologies, like [predictive analytics](https://arcadia.io/resources/predictive-analytics-healthcare "Learn more about predictive analytics from Arcadia.io"). The AI algorithms might then suggest new content topics, such as “A breakdown of predictive analytics in healthcare” or “Five benefits of predictive analytics for care managers.” After the association implements these new courses, members who might be interested in them will receive automated course recommendations. Upon taking these courses, members could test their knowledge of the four stages of predictive analytics, care management interventions derived from this type of analytics, or any other key concepts from the courses. ## 2. Provides Data-Driven Insights and Analytics Your association needs data-driven insights to make informed decisions when creating learning content. Instead of analyzing your member data and trying to draw conclusions manually, AI algorithms extract actionable insights from vast amounts of data instantly. This process plays a critical role in: - **Identifying trends in** [**learner engagement**](https://amrms.com/member-engagement-analytics/ "Learn more about member engagement from our blog")**.** AI can analyze data points like course completion rates and time spent on specific modules to understand the patterns in members’ learning behaviors. - **Measuring ROI.** Associations can leverage AI to track course effectiveness by analyzing members’ participation relative to the cost and effort required to offer the content. - **Forecasting future educational needs.** Using historical data and emerging trends, AI algorithms can predict future educational needs, allowing your association to prepare content in advance and stay ahead of the curve. Paired with the personalization techniques your association already uses, these AI-powered insights help your organization meet members on a more individualized basis. ## 3. Enhances Member Engagement Equipped with member data and the analytical power of AI, your association can make informed decisions about its offerings that deeply engage members. Let’s look at how AI can transform these [e-learning recommendations](https://www.blueskyelearn.com/blog/association-lms) to enhance member satisfaction and retention: - **Learning assessments.** AI algorithms provide adaptive assessments based on each member’s performance. With tailored follow-up assessments, members can become fully engaged in mastering the course’s skills. - **Certifications.** Members’ certification journeys are all different. AI-powered tools track progress and eligibility for relevant certifications, helping members stay on track with their professional development goals. - **Discussion forums.** From moderating conversations to recommending relevant discussion threads, AI algorithms facilitate meaningful interactions between your learners. - **Live webinars.** Members shouldn’t simply be immersed in an event *while* it’s happening—AI enhances engagement before, during, and after your live webinars. AI-generated transcripts and highlights make the learning experience more accessible and use webinar interaction data to assess engagement levels. No matter your association’s learning offerings, AI drives meaningful interactions that leave a lasting impression on your members. ## 4. Automates Administrative Tasks Developing course content isn’t the only responsibility on your leadership team’s plate—from event planning to [fundraising](https://amrms.com/boards-role-in-fundraising/ "Learn more about fundraising from our blog") to growing your membership, there’s a lot going on at all times. AI eases the administrative burden of developing learning resources by automating the following tasks: - Content curation and scheduling - Course registration - Enrollment reminders - Attendance tracking - Participation monitoring - Certification management - Member support through chatbots - Personalized email campaigns While your association’s leadership should still oversee learning resource development and provide a human touch, AI can relieve some of the menial, behind-the-scenes tasks associated with delivering these experiences. In fact, automating such tasks can free up more of your team’s time to dedicate to connecting with members. ## 5. Seamlessly Integrates With Other Technologies While AI is a powerful tool, it’s meant to *complement* your existing tech stack and processes rather than replace them. After all, your association should have a well-rounded arsenal of software at its disposal to streamline its various areas of focus. However, those tools are useless if they can’t work together to enhance each others’ functionalities. For instance, an [LMS for associations](https://www.blueskyelearn.com/associations "Check out the Blue Sky E-Larn LMS") with AI features should streamline course creation, assessments, and other processes specific to the learning experience while smoothly integrating with your association management software (AMS). Through this integration, each system leverages the other’s data and tools to streamline your association’s responsibilities and drive informed decision-making. AI supports integration by bridging the gap between disparate systems. For instance, [DonorSearch](https://www.donorsearch.net/resources/ai-for-nonprofits/) explains that AI can be used to assess data from multiple sources, cultivating a holistic view of your information from a unified database. It can also clean and organize your datasets and generate data visualizations to turn scattered information into usable insights. --- From tailored communications to [web accessibility](https://amrms.com/web-accessibility-ada-compliance-associations-part-1/ "Learn more about ADA compliance from our blog"), your association should keep its members top of mind in everything you do. AI is emerging as a powerful and intuitive tool for learning—it’s time you capitalize on it to provide even better services to your members! **Categories:** Blog Posts **Tags:** AI, Association Management, Technology --- ### [Why Web Accessibility and ADA Compliance Matter: Part 5 - Responsive Design Basics](https://amrms.com/why-web-accessibility-and-ada-compliance-matter-part-5-responsive-design-basics/) **Published:** February 5, 2025 **Author:** Mike Cooke **Content:** This is a continuation of our blog series on ADA compliance and website accessibility, in that [first post](https://amrms.com/why-web-accessibility-and-ada-compliance-matter-part-2/ "View our post on the how of accesibility") we went over the four basic steps you can take when working with website content no matter what platform you are using. In this post we are going to cover responsive design. There are a lot of things that go into responsive design from a technical perspective (HTML and CSS code), but since this post is focused more on content editors that may not have full access to a web platform’s code or even know how to edit such a thing, we are going to focus on the basics that most web editors do allow. **1. Flexible Layouts:** - **Tables**: When designing tables, make sure they can be viewed easily on both large and small screens. Instead of setting a fixed width, design [tables](https://www.w3schools.com/html/html_table_sizes.asp "View how to make tables responsive from w3schools") that can adjust their size depending on the screen. Things to check: Does the table go off the screen on mobile? Is the table scrollable on mobile? Try to use % width instead of fixed width (px) if you can. - **Images**: Use images that automatically resize to fit the screen they are viewed on. For example, if you have a large banner image on your desktop site, make sure it scales down appropriately for mobile devices. Avoid using images that have a set pixel width that might cause them to break the layout or appear too large on smaller screens. Try to use % width (px) instead of fixed width if you can. **2. Text and Font Sizes:** - **Readability on Different Devices**: Choose a font size that is easily readable on all devices. A good rule of thumb is to start with a base font size of about 16 points, which should be readable on most devices. Make sure the text scales appropriately when viewed on larger or smaller screens. [Find out more about readability from the Eye Able Website](https://eye-able.com/blog/simplicity-is-key-more-reach-through-readability "Learn more about readability from the Eye Able Website"). - **Spacing**: Ensure there’s enough space between lines of text and between paragraphs to make it easy to read. This helps on both large monitors and small mobile screens. For example, aim for at least 1.5 times the font size for line spacing. **3. Images and Videos:** - **Scaling Media**: Ensure that your images and videos can resize to fit the device screen. For example, if you’re using a video on your website, make sure it can be viewed in full screen on both a large desktop monitor and a small smartphone without cutting off any part of the video. - **Different Sizes for Different Devices**: If possible, use smaller versions of images for mobile devices to help your website load faster. This means if you have a high-resolution image on the desktop version, the mobile version should use a lower-resolution image that still looks good but loads faster. **4. Buttons and Links:** - **Touch-Friendly Design**: Make sure buttons and links are large enough for users to tap easily on a touchscreen. A good target size is about the size of a fingertip—approximately 44×44 pixels—but since you’re focusing on design, just ensure that buttons are not too small or too close together. - **Avoid Over-Reliance on Hover**: Since hover effects (where something changes when you move your mouse over it) don’t work on touchscreens, ensure all interactive elements (like dropdown menus or tooltips) are accessible through tapping or clicking, not just hovering. **5. Testing Across Devices:** - **Device Testing**: Regularly check how your website looks and functions on different devices. Use a smartphone, tablet, and desktop computer to see how well your design adjusts to different screen sizes. Pay attention to whether the text is readable, whether images fit well, and whether the layout remains user-friendly. You can sign up for [Browserstack](https://www.browserstack.com/ "Visit the Browserstack website") to help with testing on different devices. - **Feedback**: If possible, get feedback from other people using different devices. Ask them if the website is easy to navigate and if the content is clear and accessible. **6. Consistent Experience:** - **Maintaining Consistency**: Ensure that no matter what device someone is using, your website has a consistent look and feel. This means using the same colors, fonts, and overall design across all devices, while still adjusting layout and size for different screens. - **Prioritize Important Content**: On smaller screens, prioritize the most important content so it’s the first thing users see. For example, if you have a key message or action, you want users to take, make sure it’s front and center on mobile devices, just as it would be on a desktop. **7. Accessibility Considerations:** - **Screen Reader and Keyboard Navigation**: Make sure your site can be used by those who rely on assistive technologies. This includes ensuring that all parts of the site can be navigated using a keyboard and that content is logical and well-organized for screen readers. - **Text and Color**: Use text that is easy to read with good contrast against the background and ensure that all essential information is not conveyed by color alone (e.g., “Click the green button” should be avoided). **8. Simplifying Navigation:** - **Simplified Menus for Small Screens**: On mobile devices, use a simplified navigation menu that doesn’t overwhelm the user. This often takes the form of a “hamburger menu” (three stacked lines that, when clicked, reveal the full menu). - **Consistent Navigation**: Keep your navigation consistent across all devices. The main menu, for example, should be easy to find and use whether someone is on a phone or a desktop. **Summary:** - **Design Flexibly**: Ensure tables, images, and videos can adapt to different screen sizes. - **Focus on Mobile**: Start with mobile design and build up to larger screens. - **Text and Touch**: Make text readable on all devices, and ensure buttons are easy to tap. - **Test and Maintain**: Regularly check how your site performs across different devices and keep it consistent and accessible for all users. This approach ensures your website is user-friendly and accessible across a wide range of devices, providing a consistent experience whether someone is browsing on a smartphone, tablet, or desktop computer. Need an association management partner that knows websites and technology? [Contact AMR Today](https://amrms.com/contact-us/ "Visit our contact page to get in touch with us ")! **Categories:** Blog Posts **Tags:** Accessibility, Best Practices, Websites --- ### [5 Association Website Improvements You Need to Make Today](https://amrms.com/association-website-improvements/) **Published:** January 29, 2025 **Author:** AMR Management Services **Content:** It’s no secret that your association’s website is a powerful tool for recruiting, engaging, and [retaining members](https://amrms.com/a-formula-for-member-retention/ "Learn our formula for member retention from our blog"). In fact, [studies show](https://www.marketinggeneral.com/knowledge-bank "Learn more about marketing studies from MarketingGeneral") that increasing member engagement, such as visits to the members-only section of an association’s website, correlates with overall membership growth. Even if you’re confident that your association’s website meets the mark, there’s always room for improvement—that’s where this guide comes in. Let’s run through the top improvements your association should implement to revamp its website. ## 1. Use an Engagement Management System (EMS) You’ve likely heard of personalization, which is a tried-and-true strategy for engaging your audience by using what you know about them to share relevant content. However, if everything you know about your audience lives in a separate database, such as your association management system (AMS), it can be challenging to apply it to your website. As [iMIS](https://blog.imis.com/what-is-an-engagement-management-system-ems "Learn more about engagement management systems from the IMIS blog") explains, an engagement management system (EMS) differs from traditional databases in that it includes website management functionality. This allows you to merge your member data and offerings, providing a centralized member experience across all systems. For example, you could allow members to access all of the following offerings from one portal: - Membership details, including renewal options - Training materials - Your association’s online store - Event details and registration - Donation opportunities **Next step for your association:** If you don’t already use an EMS, research the leading solutions, prioritizing a system with built-in website management tools. ## 2. Improve Page Performance [Over 60% of website traffic](https://whatsthebigdata.com/mobile-internet-traffic/ "Learn more about mobile internet traffic from Big Data") comes from mobile devices, and [53% of mobile users](https://www.marketingdive.com/news/google-53-of-mobile-users-abandon-sites-that-take-over-3-seconds-to-load/426070/ "Learn more about fast loading sites from marketingdive") abandon a website if it takes more than three seconds to load. However, fast page speed isn’t the only expectation your site visitors have—[7.3 million internet users](https://accessibe.com/blog/knowledgebase/what-are-screen-readers-and-how-they-enable-blind-people-to-surf-the-internet) rely on screen readers to access the web. These insights all point to one conclusion: Every page on your website must perform optimally to accommodate visitors’ needs and increase engagement. There are a few key components of page performance your association should focus on: - **Mobile responsiveness:** Reduce image sizes (without compromising quality) with an image compression tool like [TinyPNG](https://tinypng.com/ "Learn more about TinyPNG from their website"). Use image formats known to load faster, like WebP files. Set a minimum font size (14-16px) to ensure readability on mobile screens and make buttons large enough (44px by 44px) to be easily tappable. - **Accessibility:** Heading elements, alt text, color contrast, captions, and many other elements play a role in ensuring your website is inclusive and accessible to all. Research [web accessibility requirements](https://amrms.com/web-accessibility-ada-compliance-associations-part-1/ "Check out our web accessibility series from our blog") established by the Americans with Disabilities Act (ADA) for a full list of guidelines to ensure your website is compliant. - **Search engine optimization (SEO):** While primarily used as a way to boost your association’s online visibility, SEO can also drive high-quality website experiences by reminding you to thoughtfully and strategically publish website content. Think about what your members (or potential members) search for on the internet, and use your website to answer their questions. **Next step for your association:** Assess your association’s website to determine which performance factors need attention. [Google’s PageSpeed Insights test](https://pagespeed.web.dev/ "Learn more about Google Page Speed") can diagnose performance issues on both desktop and mobile, providing a detailed view of what needs to be fixed. ## 3. Share Engaging Member Content From blog posts to newsletters to webinars, sharing content is at the core of your association’s offerings. After all, access to specialized and current information is [one of the top three reasons](https://www.marketinggeneral.com/knowledge-bank/tipsters/five-association-membership-growth-drivers/ "Learn more about members thoughts from marketing general") why members join an association. It’s clear that sharing valuable content is an effective [member engagement strategy](https://blog.imis.com/member-engagement "Learn more about member engagement from the IMIS blog"), but what does this look like in practice? Instead of throwing content at your members and hoping something sticks, flip the tables by asking them to submit content. Member-generated content can include blog articles, case studies, and other contributions that allow members to directly participate in the thought leadership your association shares. This helps members feel more invested in your organization *and* more willing to interact with each other! **Next step for your association:** Collect member-generated content and sort through it to choose what materials you’ll share. As members interact with the content on your website, use [analytics](https://amrms.com/member-engagement-analytics/ "Learn why analytics are important from our blog") to measure engagement and determine what types of content best resonate with them. Consider looking for a mobile app that integrates with your membership management software and posting member-generated content directly into a news feed for members to browse. ## 4. Incorporate Member Testimonials Testimonials from satisfied members provide a sense of community for their peers and social proof for prospective members looking to join. Highlight quotes and video testimonials on your association’s homepage to showcase what your organization is all about. When collecting testimonials, ask for specific feedback. For example, instead of asking, “What do you think about our association?” ask, “What was your experience like at the conference you attended last month?” For more ideas on what these testimonials could cover, consider asking members to: - Reflect on past [event experiences](https://amrms.com/enhance-conference-experiences/ "Learn how to make your member's conference experience better from our blog") - Detail their involvement in one of your programs - Explain the benefits they’ve realized from their membership **Next step for your association:** Review your member data to identify members who might be willing to give a testimonial. Reach out to potential interviewees and collect their stories in various formats depending on where you plan to share them. Don’t forget to have them sign a consent form beforehand that outlines the ways in which your association is allowed to share their story. ## 5. Maintain Consistent Branding Your association likely has numerous member-facing resources, including your website, [learning management system (LMS)](https://topclasslms.com/association-lms "Check out a learning management system from Top Class LMS"), member portal, and marketing channels. However, your website serves as the main hub for information about your organization, meaning all other channels should point back to it. A cohesive brand is the key to accomplishing this, making your association easily recognizable no matter where members encounter your content. According to [Getting Attention’s marketing statistics](https://gettingattention.org/nonprofit-marketing-statistics/ "Learn more about marketing statistics from GettingAttention.org"), audiences continually look online for brands even after encountering the brand elsewhere. In fact, 53% of U.S. consumers aged 18 to 34 reported searching for a brand online after receiving direct mail. Build a brand guide for your association to ensure the branding of your website aligns with that of your other channels. A brand guide defines your association’s visual and messaging standards, including your: - Mission, vision, and values - Brand personality, voice, and tone - Color palette - Typography styles - Logo guidelines - Image and video standards **Next step for your association:** Use [your association’s software](https://blog.imis.com/association-software-ultimate-guide "Learn more about association software from IMIS") to identify member-facing channels that should represent your brand. If your association doesn’t already have a brand guide, work with your team to develop one and implement the logo, color schemes, font preferences, and other elements outlined in the guide. --- Your website is a powerful tool for your member engagement efforts, but it takes the right strategies and comprehensive association software to use it to its full potential. Update your website regularly to ensure your testimonials, educational resources, branding, and other elements are up to date. Additionally, conduct audits to help spot broken links or new accessibility issues before they impact a member’s experience. **Categories:** Blog Posts **Tags:** Best Practices, Websites --- ### [Why Web Accessibility and ADA Compliance Matter: Part 4 - Text Readability](https://amrms.com/why-web-accessibility-and-ada-compliance-matter-part-4-text-readability/) **Published:** January 22, 2025 **Author:** Mike Cooke **Content:** This is a continuation of our blog series on ADA compliance and website accessibility, in our post on [the how of accessibility](https://amrms.com/why-web-accessibility-and-ada-compliance-matter-part-2/ "View the how post on our blog") we broke down the four ways you can have an impact on your association’s web presence no matter what platform you are using and in part four we are doing a deeper dive into Text Readability. Ensuring text readability on your website is crucial for accessibility and user experience. It involves making sure that all users, including those with visual impairments, can easily read and understand the text on your site. Here’s a detailed look at the key aspects of text readability: **1. Text Resizing:** - **Scalable Text**: Ensure that text on your website can be resized without breaking the layout or cutting off content. This helps users with visual impairments who need larger text to read comfortably. - **Browser Zoom Compatibility**: Make sure your website is fully functional and retains its usability when zoomed in up to 200%. This is a standard set by the [WCAG (Web Content Accessibility Guidelines). ](https://www.w3.org/TR/WCAG21/ "View the WCAG 2.1 guidelines on the W3.org website") **2. Sufficient Contrast:** - **Color Contrast**: Ensure that there is a strong contrast between text and background colors. The WCAG recommends a contrast ratio of at least 4.5:1 for normal text and 3:1 for large text (18pt or larger, or 14pt bold or larger). - **Testing Contrast**: Use tools like the [WCAG Color Contrast Checker Tool](https://accessibleweb.com/color-contrast-checker/ "Check out one of the best color contrast tools out there") to test the color contrast on your site. These tools allow you to input text and background colors and provide you with the contrast ratio and whether it meets accessibility standards. - **Avoiding Color Alone**: Don’t rely solely on color to convey information. For instance, if you’re using red text to indicate an error, also include an icon or text label (like “Error”) to ensure that colorblind users can understand the message. **3. Font Selection and Size:** - **Readable Fonts**: Choose fonts that are easy to read, avoiding overly decorative or script fonts. Sans-serif fonts like Arial, Helvetica, or Verdana are generally more readable on screens than serif fonts. - **Font Size**: Ensure that the default font size is large enough for comfortable reading. Typically, 16px is considered a good starting point for body text, but allowing users to resize text is essential. - **Line Spacing**: Use appropriate line height (leading) to make text easier to read. A line height of 1.5 times the font size is often recommended. **4. Clear and Concise Language:** - **Plain Language**: Use clear and straightforward language, avoiding jargon and complex sentences. This improves readability for everyone, including users with cognitive impairments. - **Headings and Subheadings**: Organize content with clear headings and subheadings to break up text and make it easier to scan. Headings should follow a logical structure (e.g., using h1 for the main title, h2 for sections, and so on). **5. Text Alignment and Spacing:** - **Left-Aligned Text**: For most languages, left-aligned text is easier to read than centered or justified text. Left-aligned text creates a consistent starting point for each line, reducing eye strain. - **Avoiding Justified Text**: Justified text can create uneven spaces between words (known as “rivers”), which can be difficult for some users to read. Left-aligned text is generally more accessible. - **Paragraph Spacing**: Ensure there is adequate space between paragraphs to separate ideas visually and make the content easier to digest. **6. Responsive Typography:** - **Adapting to Different Devices**: Ensure that text is readable across all devices, including smartphones, tablets, and desktops. Responsive design should adjust font sizes, line spacing, and layout to maintain readability on different screen sizes. - **Mobile Testing Tools:** You can use the first step in [this guide from BrowserStack](https://www.browserstack.com/guide/view-mobile-version-of-website-on-chrome "Learn how to view a mobile version of your website in chrome") to test your website on mobile, or sign up for [BrowserStack](https://www.browserstack.com/ "Visit the Browser Stack Website") to do further testing. **7. Testing Readability:** - **User Testing**: Conduct usability testing with real users, including those with visual impairments or other disabilities, to assess text readability. Gather feedback on font sizes, contrast, and overall readability. - **Automated Tools**: Use tools like [WAVE](https://wave.webaim.org/ "Visit the WAVE website") or [Lighthouse](https://developer.chrome.com/docs/lighthouse/overview "View the Lighthouse overview website") to assess your website’s text readability and identify any potential issues with contrast, font size, or text scaling. By focusing on these aspects, you can ensure that the text on your website is readable by a wide range of users, improving accessibility and user satisfaction. If you are looking for a supportive partner in your associations’ accessibility journey, [contact AMR today](https://amrms.com/contact-us/ "Contact Us Today so we can help your association change the world")! **Categories:** Blog Posts **Tags:** Accessibility, Best Practices, Websites --- ### [Designing an Event Microsite: 4 Tips for a Captivating Page](https://amrms.com/designing-event-microsite/) **Published:** January 15, 2025 **Author:** AMR Management Services **Content:** Whether you’re hosting an engaging fundraiser or an interactive [conference](https://amrms.com/conference-community-and-connections/), a well-crafted event microsite will capture supporter attention and drive registrations. A captivating page will inform and inspire visitors to take action for a greater impact. If you’re new to web design, you may feel unprepared to create your own site. Not to worry—this guide will explore four tips for designing a visually appealing and engaging event microsite. ## 1. Understand your organization’s goals. Your goals will serve as the foundation for your site’s purpose, shaping everything from layout to overall site design. While the ultimate goal of your microsite is to engage visitors and drive support, you may also want to: - **Increase brand awareness:** Customize your site with your association’s brand to enhance recognition among site visitors. - **Provide comprehensive event information:** Share the date, time, and event location along with any relevant details, such as dress code. - **Enhance attendee engagement:** Offer previews of activities happening during your event, such as panels, workshops, and fundraising activities, to rally excitement before the event. - **Boost loyalty to your organization:** Empower your members to share your event site with their networks by adding easy social sharing features. - **Promote sponsorship opportunities:** Emphasize how [corporate sponsors](https://www.onecause.com/blog/corporate-sponsorships-for-nonprofits/ "Learn more about corporate sponsorships from OneCause") can get involved in your event and the benefits they’ll reap from such a partnership. - **Maximize donations:** Acquire additional funding aside from member dues and ticket fees by asking registrants if they’d like to donate to your association to ensure you can continue providing opportunities they’re passionate about. Based on these goals, you’ll gain deeper insight into what elements to include on your microsite and how to design it. For example, if you want to enhance attendee engagement, you might create an interactive event schedule that allows web visitors to RSVP for activities they’re interested in. Or, if you’d like to maximize donations, add a dedicated [donation page to your site.](https://www.onecause.com/blog/donation-page/ "Learn more about adding donation pages from OneCause") ## 2. Choose the right platform. Once you’ve established your goals and the content you want to include in your event microsite, it’s time to choose a platform that offers all the capabilities you need. When looking for an event microsite platform, keep an eye out for these features: - **User-friendly interface:** Simplifies site navigation with a functional site layout. - **Responsive design:** Optimizes design, text, images, and site layout for all devices. - **Customizable templates:** Provides page builders that allow you to add all your brand elements without the need for advanced coding or design skills. - **Online registration and ticketing:** Streamlines ticket sales with digital wallet options and ticket scanning for a smooth check-in. - **Analytics and reporting:** Tracks key metrics like the number of site visitors, conversion rate, ticket sale revenue, and more to help you improve your microsite. - **Integration capabilities:** Connects with other systems and tools to maximize workflow, improve user experience, and boost social engagement. If you want to upgrade your association’s tech stack, consider investing in a robust [association management system](https://fonteva.com/best-association-management-software/ "Learn more about Association Management Systems from Fonteva") (AMS) that includes event microsite capabilities. This software will not only optimize your web design but also centralize, streamline, and automate your association’s day-to-day operations. ## 3. Develop compelling content. Crafting a site that catches attention and motivates action is key to building momentum for your event. Establishing the right online presence can turn a good event into a memorable experience! Here are a few tips to help you create a compelling site: - **Incorporate your brand:** Personalize your site with brand colors, logos, typography, and more to strengthen [brand](https://meetliminal.com/nonprofit-branding-guide/) recognition amongst web visitors. - **Add visual appeal:** Upload high-resolution photos or videos of previous [fundraising events](https://www.onecause.com/blog/fundraising-event-ideas/ "Get some more fundraising ideas from OneCause") to showcase what your association is all about. - **Apply storytelling techniques:** Reflect your organization’s values by the tone and messaging of your written content. Tell stories about how you’ve impacted members’ lives to demonstrate the value of your event. - **Create clear calls to action:** Include “Register Now” or “Become a Sponsor” buttons that guide web visitors to the exact page they want to visit. - **Embed live updates and announcements:** [Engage](https://amrms.com/member-engagement-analytics/ "Learn how to track Member Engagement from our blog") donors with your fundraiser’s progress and offer ways for them to stay connected beyond your event. Ultimately, you understand your constituents the best. Create content based on their preferences to pique their interest and increase registrations and attendance. The more your page can capture supporters, the more likely they are to engage with your event, increasing registrations and attendance. ## 4. Optimize your site for user experience Deliver a great user experience (UX) to make a stellar and memorable first impression on web visitors. Here are a few ways you can optimize your event microsite for UX: - **Set up intuitive navigation:** When potential members land on your page, you want them to be able to find what they need quickly and easily. Make event details, your donation button, and your registration form easily visible to inspire action. - **Optimize for various devices:** Your microsite’s design and site layout should automatically adjust to work smoothly across all screen sizes, including mobile, desktop, tablets, and so on. - **Incorporate** [**accessibility**](https://amrms.com/web-accessibility-ada-compliance-associations-part-1/ "Check out the first post in our website accessibility blog series")**:** Ensure web visitors can navigate and interact with on-site elements regardless of their ability or circumstances by following best practices from the [Web Content Accessibility Guidelines](https://www.w3.org/WAI/standards-guidelines/wcag/ "View some basic web accessibility guidelines from WCAG") (WCAG). - **Streamline donation process:** A quick and easy donation form will increase the likelihood of supporters completing the giving process. Ask for only essential information to maximize donations to your association. These practices are especially important for events where attendees must refer back to the event microsite frequently. For example, attendees will often navigate to your microsite to check the schedule at a conference. Prioritizing a seamless user experience will create a lasting impact and boost participation, leading to greater attendee satisfaction and even an improved [member retention rate](https://amrms.com/a-formula-for-member-retention/ "Learn more how to boost your member retention rate from our blog post"). ## Powerful Event Microsites Regardless of the type of [association event](https://amrms.com/popular-association-events/ "Take a look at some popular association event ideas form our blog") you’re hosting, a microsite is a worthwhile tool that empowers you to deliver an event guaranteed to satisfy attendees. With a well-designed microsite, your association will capture your audience’s attention and secure more registrations. Implement these tips to strengthen your strategy and inspire and impress attendees. **Categories:** Blog Posts **Tags:** Conferences, Events, Meetings, Websites --- ### [Why Web Accessibility and ADA Compliance Matter: Part 3 - Alt Text](https://amrms.com/why-web-accessibility-and-ada-compliance-matter-part-3-alt-text/) **Published:** January 8, 2025 **Author:** Mike Cooke **Content:** In our [previous blog post in this series](https://amrms.com/why-web-accessibility-and-ada-compliance-matter-part-2/ "View the previous post in this series") on ADA compliance and website accessibility we broke down the four ways you can have an impact on your association’s web presence no matter what platform you are using and in part three we are doing a deeper dive into using alt text: Ensuring that all images have descriptive alt text for screen readers. **1. Identify Images That Need Alt Text:** - **All Images**: Ensure that every image on your website has an alt attribute in the HTML. This includes photos, diagrams, icons, buttons, and decorative images. - **Exceptions**: If an image is purely decorative and does not convey any meaningful content (e.g., a background image), you can use an empty alt attribute (e.g., alt=””) to indicate that screen readers should skip it. **2. Write Descriptive Alt Text:** - **Be Specific**: The alt text should describe the content and function of the image as specifically as possible. For example, if the image shows a person using a laptop, the alt text might be “Person using a laptop at a desk.” - **Consider Context**: Tailor the alt text to the context in which the image appears. For example, if the image is linked to an article about remote work, the alt text might emphasize that connection, such as “Remote worker using a laptop at home.” - **Functionality**: If the image is a button or has a specific function, describe that function. For example, an image that serves as a “Search” button should have alt text like “Search” or “Submit search.” Watch an explainer video below about descriptive alt tags: **3. Avoid Redundancy:** - **No Need for “Image of…”**: Avoid starting alt text with “Image of…” or “Picture of…” as screen readers already identify the content as an image. Go straight to the description. - **Keep It Concise**: Aim to keep the alt text brief and to the point, usually under 125 characters, so that it’s quickly understandable by users and screen readers. **4. Use Tools to Check for Missing Alt Text:** - **Automated Tools**: Use website auditing tools like WAVE (Web Accessibility Evaluation Tool), Axe, or Lighthouse to scan your website for images that are missing alt text. - **Content Management Systems (CMS)**: If you’re using a CMS like WordPress, Drupal, or Joomla, many have built-in tools or plugins that help you manage and ensure all images have alt text. **5. Test with Screen Readers:** - **Manual Testing**: Test your website using a screen reader like NVDA (NonVisual Desktop Access) or Voice over to ensure the alt text you’ve provided makes sense in context and provides a good user experience. - **User Testing**: If possible, have users who rely on screen readers test your site to provide feedback on how useful and descriptive your alt text is. Watch a video below on how a screen reader works: **6. Continuous Maintenance:** - **Regular Updates**: Whenever you add new images to your website, make sure to include appropriate alt text as part of your content creation or upload process. - **Review Old Content**: Periodically review older content to ensure that all images still have appropriate and accurate alt text. **Example of Good and Bad Alt Text:** - **Image**: A photo of a Golden Retriever playing in a park. - **Good Alt Text**: “Golden Retriever playing fetch in a grassy park.” - **Bad Alt Text**: “Dog” or “Image of a dog.” By following these steps, you can ensure that your website is accessible to users who rely on screen readers, improving their experience and making your site more inclusive an remember if you didn’t pick the platform that you are working with and are stuck with whatever limitations that app or content management system may have, you can [still make your content as accessible as possible](https://amrms.com/why-web-accessibility-and-ada-compliance-matter-part-2/ "Learn more about the how of accessibility in this blog post"). **Categories:** Blog Posts **Tags:** Accessibility, Best Practices, Websites --- ### [Integrated Event Systems: An Elevated Experience](https://amrms.com/integrated-event-systems-an-elevated-experience/) **Published:** December 11, 2024 **Author:** Melissa Wilson, CAE **Content:** Association meetings are some of the most visible elements of the member experience. For many members, this is the only annual face-to-face experience with the association staff and their peers. Particularly post pandemic, with time and budgets becoming more compressed, these events take on an even more heighted importance. As association management professionals, my team and I are always looking to maximize profits while [elevating the member experience](https://amrms.com/enhance-conference-experiences/ "Learn how to enhance your member's conference experience from our blog"). Widening our view of the attendee experience—from the [first marketing element](https://amrms.com/elevating-event-marketing-for-associations/ "Learn how to elevate your event marketing from our blog") through post event communication—led us to take a hard look at our technology systems. Wanting to create a barrier-free process to bring in registrants while capturing all the critical data needed to refine the next year’s event, led us to the question: ## **How can we make this event memorable for all the right reasons?** **1 Seamless user and staff experience** In the past, our registration system and website, onsite check in and mobile apps were all on different platforms. While this provided a slight cost savings, it required custom patches or in some cases manual data imports and exports. Having all elements in the same platform suite reduced staff time by eliminating manual data manipulation, which was a cost savings for the client and allowed staff to focus on other key meeting elements to provide a [positive customer service experience](https://www.cvent.com/en/blog/events/event-experience "Learn how to give your members a positive event experience from Cvent"). Registrants were able to be notified in real time of openings for workshops or social events, updated attendee lists for networking or setting up advance appointments. **2 Consistent design elements** While the design elements such as logos and colorways may be the same across platforms, off-the-shelf templates are not. This can make for an [inconsistent visual experience](https://mailchimp.com/resources/brand-consistency/ "Lean more about brand consistency from MailChimp"). Utilizing a platform suite allows for more consistent visual branding across vehicles – website, mobile app, onsite check in. **3 Better data for future events** With multiple platforms, association staff spend time [compiling data for pre- and post-event reports](https://amrms.com/harness-the-power-of-analytics-for-your-association-website/ "Learn more about the power of analytics from our blog") from different systems. Manual data sharing is an opportunity for error and can be a source of frustration for staff and volunteers alike. The ability to have accurate, seamless data pulls for [registration demographics, session and social event data](https://amrms.com/event-life-cycles-using-the-past-to-prepare-for-the-future/ "Learn more about event life cycles from our blog"), event polls is critical for future planning. While there may be marginal increased costs to utilizing a platform suite, the overall savings of staff time and quality of data are often offset. Not to mention the elevated member attendee experience. ## **Conclusion** In conclusion, optimizing the attendee experience through a unified platform suite not only enhances member satisfaction but also streamlines operations for association staff. By integrating all event components—from registration to post-event reporting—associations can reduce manual tasks, minimize errors, and present a cohesive brand. While there may be initial investment costs, the long-term benefits, including time savings, better data for decision-making, and an improved overall event experience, far outweigh them. Ultimately, it’s about creating an event that’s memorable for all the right reasons, ensuring that both members and staff have a seamless, engaging experience. Partnering with an experienced association management company like AMR Management Services can provide the expertise to optimize your association’s event experiences. Our comprehensive services and proven track record in association management can help your organization move to the next level. Please [contact AMR](https://amrms.com/contact-us/ "Get in touch with AMR today via our contact form") for more information. **Categories:** Blog Posts **Tags:** Community, Engagement, Meetings, Membership --- ### [4 Ways a CRM Product Can Optimize Association Management](https://amrms.com/crm-optimize-association-management/) **Published:** November 13, 2024 **Author:** Karin Tracy **Content:** Associations must gather, store, and organize a variety of data points to effectively manage their [membership programs](https://amrms.com/4-strategies-to-maximize-your-orgs-membership-program/ "View more about membership program strategies from our blog"). For example, the organization must track members’ personal information, their membership type and status, event attendance, financial data, feedback, and more. To effectively manage this information and securely store members’ sensitive data, associations need a robust CRM system designed specifically for associations. CRMs differ from association management software (AMS) because they are used primarily to store and organize information about members and your interactions with them. An AMS, on the other hand, offers tools needed to manage association-specific tasks and daily operations. The first step is to understand the benefits of using a CRM product, which we’ll discuss in this guide. With this knowledge, your association can start contacting [technology consultants](https://fionta.com/insights/how-to-select-a-salesforce-partner/ "Learn more on how to select a sales force partner") and association management experts for help with implementation and data migration. ## 1. Consolidate and organize data. Consider each of the tools in your association’s tech stack and the various communication channels you use to engage members. Each of these tools and channels captures valuable member data. However, this data can be fragmented across multiple systems, making it difficult to completely understand your members’ preferences. This is why [Fonteva’s guide to membership management](https://fonteva.com/membership-management-software/ "Learn more about member management software from Fonteva") recommends choosing association management software built directly on a powerful CRM. This way, your organization can: - Centralize information from various sources in a single, unified platform. - Leverage more accurate, timely, and comprehensive data to glean actionable insights. - Easily integrate with your other systems to automatically compile data. - Ensure stronger data security via compliance, user permissions, and access controls. Automatically funneling data from external sources to your CRM also saves staff time. This will free up more time for them to work with members, brainstorm new offerings, and plan for conferences. ## 2. Easily access actionable insights about members. As mentioned, unified data makes it easier to gain complete, actionable insights about the health of your organization, trends, and opportunities. This way, your association can make [data-driven decisions](https://amrms.com/association-data-driven-marketing/ "Find out how to use data driven marketing for your association from our blog") to bolster its marketing strategies, member engagement, retention initiatives, and more. Some of the insights you can gain quick, easy access to include: - **Member engagement levels:** Understand a member’s engagement level based on factors such as event attendance, participation in meetings and discussions, or use of association resources. Identify those at each level of engagement, and create segments to target each group of members accordingly. - **Renewal rates:** Monitor average membership renewal rates, changes year-over-year, and trends or patterns in retention. For example, perhaps you retained more members the year you held two conferences rather than just one. - **Demographic details:** Track members’ demographic details, including age, location, occupation, education level, and more. Use these details to segment members and share targeted communication. For instance, invite members living in the southwest to attend an event in southern California. - **Event participation trends:** Review attendance rates, participation trends, and feedback from events. Identify successes and opportunities to improve, and use these insights to make future events more effective. A [CRM doesn’t just give your association more functionality](https://fionta.com/insights/membership-management/ "Learn more about membership management from fionta")—it can also provide better user experiences, streamline membership management, and more. In other words, the right technology can positively impact your association’s bottom line, save you time, and maximize your resources. ## 3. Create tailored communications and experiences. Using the insights uncovered in the CRM, associations can provide more personalized [experiences](https://fionta.com/insights/salesforce-experience-cloud/ "Learn more about salesforce in the cloud from fionta") to their members. Start by referencing the member segments you created based on shared traits such as their engagement level, demographic details, position in the membership life cycle, or retention risk level. Next, leverage insights and craft tailored outreach and content that align with each segment’s preferences and interests. Some ways to do so include creating: - **Personalized email campaigns:** First, ensure your emails greet members by name. Next, add a personal touch to campaigns by mentioning the recipient’s interests, location, or profession. For instance, a marketing association might create segments for creatives, analysts, and strategists and create separate campaigns for each. - **Engaging, relevant content:** Identify trending topics and interests among your supporters and create content that aligns with those preferences. This may inform meeting and discussion topics, the kinds of member resources you create, conference sessions, and more. - **Exclusive offers and benefits:** Exclusive offers are one of the most effective ways to infuse value into association memberships. However, they are *most* effective when they closely align with members’ interests and will help them achieve their goals. Keep in mind that you will need a member portal or other exclusive, secure space to host these resources. - **Customized welcome series:** Automatically launch an onboarding sequence for new members. Leverage the data these new members input into your membership form to shape the series to members’ needs. In addition to basic welcome resources, point these members to upcoming events and involvement opportunities they are likely to enjoy. Similar to the welcome series, your association should tailor retention appeals to members as well. A personal and authentic appeal, paired with your other customized experiences and communications, is a [solid formula for member retention](https://amrms.com/a-formula-for-member-retention/ "Learn more about member retention from our blog"). ## 4. Make accurate financial predictions. Because a CRM can offer an accurate and comprehensive view of data over long periods of time, associations can use it to improve financial planning and predictions. Analyze past trends in revenue, dues, and retention rates. Identify the strategies, events, and other offerings that have been the most successful. Going forward, your association should prioritize these activities to maximize resource allocation. These insights can help your association accurately budget and make more accurate revenue and expense projections. By referencing past years’ growth, you’ll also be able to predict financial expansion. Additionally, your association can apply reasonable pricing [to its membership benefits](https://nxunite.com/membership-benefits/ "Learn more about member benefits from nxunite") or membership tiers. Based on historical patterns, you’ll understand average costs, revenue, new memberships, and retention rates. Work back to determine ideal membership prices, recruitment targets, and, if applicable, fundraising goals. --- A CRM system is one of the most basic—yet impactful—pieces of association technology. This platform helps you effectively leverage data, which is the most powerful asset your organization has. Using these insights, you’ll be able to better understand members, effectively meet their needs, seamlessly plan and improve [association events](https://amrms.com/popular-association-events/ "Learn more about a few popular association events from our blog"), and continuously enhance and grow your offerings. **Categories:** Blog Posts **Tags:** Association Management, Membership, Tools --- ### [AMR Management Services Welcomes the American Medical Women’s Association as a New Client](https://amrms.com/amr-management-services-welcomes-the-american-medical-womens-association-as-a-new-client/) **Published:** November 4, 2024 **Author:** AMR Management Services **Content:** LEXINGTON, Ky. (November 4, 2024) — AMR Management Services is pleased to announce its new partnership with the [American Medical Women’s Association (AMWA)](https://www.amwa-doc.org/ "Visit the AMWA website"), the nation’s oldest multispecialty organization dedicated to advancing women in medicine and improving women’s health. AMWA joins more than [25 national and international associations](https://amrms.com/partners/ "View Our Client Partners") that rely on AMR as their association management firm. Founded in 1915, AMWA advocates for gender equity and health care excellence at local, national, and international levels, representing a global community of physicians, residents, students, health care professionals, and supporters. For more information, visit amwa-doc.org. “AMWA has long been a leading voice for women in medicine, and we are honored to support their mission,” said Nick Ruffin, CAE, AMR President and CEO. “Our team is committed to delivering the top-quality services and resources that will help AMWA thrive.” “We’re excited about what this partnership with AMR will bring,” said AMWA Executive Director Eliza Lo Chin, MD. “AMR’s expertise will help us translate our vision into effective strategies, moving us forward in impactful ways.” **Categories:** Press Releases --- ### [Understanding Operating Reserves: Essential Guidelines for Associations](https://amrms.com/operating-reserves-essential-guidelines-for-associations/) **Published:** November 6, 2024 **Author:** Bill Ray, CPA **Content:** ## **Operating Reserves** At AMR Management Services, a common question from both current and prospective clients is: “How much should an association maintain in operating reserves?” The answer is nuanced: it depends. Key factors to consider include: - **Revenue Stability**: Are your revenues consistent or unpredictable? - **Expense Predictability**: Are your expenses fixed or variable? - **Revenue Sources**: Does your budget rely on a single event or multiple income streams? These questions are crucial when [assessing your operating reserve needs](https://www.nonprofitaccountingbasics.org/reserves/importance-operating-reserves-nonprofits-0 "Learn some non profit accounting basics from Non profit accounting basic's website"). However, we can offer some helpful guidelines. ## **What are operating reserves?** [Operating reserves](https://www.councilofnonprofits.org/running-nonprofit/administration-and-financial-management/operating-reserves-nonprofits "Find out more about operating reserves from The Council of Non profits") are the association’s excess financial resources, without donor restrictions, that are built up over time. If an association ends the fiscal year with a budget surplus (without donor restrictions), those funds are considered operating reserves for subsequent fiscal years. Operating reserves are often displayed as “unrestricted net assets” or “net assets without donor restriction” on the association’s [statement of financial position](https://www.asaecenter.org/resources/articles/an_plus/2024/07--july/5-tips-for-analyzing-your-associations-financial-statements "Learn more about financial statements from ASAE"). While some associations choose to transfer excess funds into separate savings or investment accounts, this is not mandatory. Operating reserves can remain in the general checking account or be transferred into separate savings or investment accounts, or a combination of accounts. These choices should be made collaboratively with the management, governing body, and/or investment advisor. ## **Why are operating reserves important?** Operating reserves serve as a financial cushion, allowing [501(c)3 and 501(c)6 organizations](https://amrms.com/navigating-501c3-and-501c6-with-ease-a-step-by-step-guide/ "Learn more about non profit status from our blog") to: - Address revenue shortfalls or unexpected expenses without making immediate budget cuts. - Provide initial funding for new programs until they achieve financial sustainability. - Support special one-time projects that typically require fundraising. ## **General Guidelines for Operating Reserves** As a [best practice](https://amrms.com/4-best-practices-for-association-financial-management/ "Learn more about association finance from our blog"), AMR Management Services generally recommends that associations maintain a minimum of 6 to 12 months of operating expenses in reserves. This is a baseline; certain circumstances may warrant higher reserves. For instance, associations planning to expand or associations relying heavily on a few large donors or grants may find it prudent to have reserves exceeding 12 months. Conversely, associations with stable and predictable finances might find 6-12 months sufficient. ## **Guidelines Based on Reserve Levels** **Less than 3 Months** - Avoid budget deficits; analyze budgets and cash flows closely each month. - Prioritize financial decisions in response to revenue deficits or unexpected expenses. - Refrain from launching new programs unless they are immediately financially viable. - Avoid using operating reserves for special or one-time projects. **3 to 6 Months** - Avoid budget deficits; [analyze budgets and cash flows](https://www.wildapricot.com/blog/nonprofit-financial-planning) closely each month. - Short-term programmatic decisions may take precedence over financial ones in response to revenue deficits or unexpected expenses. Adjust future budgets to prevent recurring deficits. - Refrain from launching new programs unless they are immediately financially viable. - Avoid using operating reserves for special or one-time projects. **6 to 12 Months** - Minor, non-recurring deficits are manageable; review projections one to two times per year. - Programmatic decisions may override financial ones in response to revenue deficits or unexpected expenses. Adjust future budgets over time to avoid long-term recurring deficits. - Be cautious about launching new programs that might reduce reserves below 6 months before they are financially viable. - Operating reserves may be allocated to fund special or one-time projects but ensure they do not drop reserves below 6 months. **More than 12 Months** - Budget deficits will not jeopardize long-term financial health; address recurring deficits gradually. - Programmatic decisions should override financial ones in response to revenue deficits or unexpected expenses. Adjust future budgets over time to avoid long-term recurring deficits. - The association has the financial flexibility to launch new programs that will become self-sustaining over time. - Operating reserves may be allocated to fund special or one-time projects. Looking for the financial expertise to help your association grow and thrive? AMR Management Services offers a team of accounting and financial management experts well versed in nonprofit financial strategies, including operating reserve policies. [Contact AMR](https://amrms.com/contact-us/ "Contact Us") for more information. **Categories:** Blog Posts **Tags:** Best Practices, Finance --- ### [Key Takeaways from 2024 Association Industry Events](https://amrms.com/key-takeaways-from-summer-2024-industry-events/) **Published:** October 23, 2024 **Author:** Molly Marsh **Content:** It’s no secret – I LOVE in-person events and conferences. It is what I’ve spent my life’s work building, after all, and if I didn’t believe in the power and get so much of them myself I wouldn’t be such an advocate for our industry! I had the pleasure of representing the [AMR team](https://amrms.com/the-amr-team/ "View the AMR Team Page") at three distinct events over the summer months – the 2025 [AMC Institute](https://www.amcinstitute.org/ "Visit the AMCI website") AMCs Engaged conference, [CONNECT Marketplace](https://informaconnect.com/connect-marketplace/ "Visit the CONNECT Marketplace website"), and the [ALHI](https://www.alhi.com/ "Visit the ALHI website") Executive Exchange. They were all VERY different events, with different approaches and audiences, but they all focus on making the most of the times associations (and other groups of people) come together to meet, connect, and learn. Starting with AMCs Engaged…the conference is built on the concept that when we bring ideas, solutions, and the creative energy of a wide range of association professionals together, we can do amazing things for our industry and our businesses. The 2024 event [didn’t disappoint](https://www.linkedin.com/feed/update/urn:li:activity:7226357885297922049/ "Learn more about the 2024 event from Linkedin"), and my notes pages are overflowing with both ideas and questions for reflection, guiding me and my colleagues on our professional paths for the next year. But here are a couple of the important takeaways… 1. ***A HEALTHY embrace of AI is essential*** – An interactive discussion of current and emerging generative AI tools, presented by [Bucky Dodd](https://www.linkedin.com/in/buckydodd/ "View Bucky Dodd on LinkedIn") of Clear Kinetic made clear just how quickly ways of working are evolving. Whether it’s a tool created specifically for generative AI applications, or how AI tools are incorporated into the apps we’re already using, AI is a part of our professional lives. And, like with any new tech, it presents both risk and opportunity. Bucky encouraged attendees to be thoughtful about the use of Generative AI and presented a [toolkit](https://clearkinetic.com/creating-with-ai) that can be used to implement it with healthy boundaries in any organization. 2. ***We have people we can rely on*** – I think part of why I value my place in this industry is because it’s truly a relationship-based business. The partnerships developed over time with our Destination Management Organizations (DMOs and CVBs), our Global Sales Representatives from major brands, and our key contacts for event technology tools are what make us all successful. Reconnecting with some of these [key partners](https://www.amcinstitute.org/business-exchange "Learn more about the AMCI Business Exchange") at AMCs Engaged reminded me that the best and most successful events are created in partnership, where we aren’t relying only on our own expertise or perspective to bring our events to life. Speaking of partnership with our venues and destinations, the trip to CONNECT was an opportunity to put those relationship-building ideas into practice. A large tradeshow and hosted-buyer concept, I had the opportunity to meet with potential partners from at least 60 different types of suppliers in the events and hospitality industries. 1. ***It’s the small things*** – CONNECT is known for lots of small (and BIG) touches and surprises that entertain and delight participants. One of my particular favorites this time around were the ways they included fun and memorable ways they used event themes and activities in their signage. With a closing event that featured entertainment by Lil John, they incorporated references to his songs and music into directional signage throughout. They also appealed to things that event professionals know and love (complaints about room temp and how far you have to walk, anyone??) Do you remember what was on event signs from something you attended a month ago? Probably not – but I do! It’s so often the little things that have a lasting impact and they don’t have to be big, dramatic, or costly to be human and memorable for your attendees. 2. ***Sustainability is everyone’s responsibility*** – With mainstage sessions on a multitude of issues in the industry, one of the most compelling was from the Director of Sustainability with Levy (the large catering company that provides F&B support to many convention centers and large event venues). Learning about the initiatives that they are working to roll out across a wide range of venues and in VERY different parts of the world was fascinating. I loved the insight that “sustainability has a fun problem” and that we need to focus on the benefits and joy in sustainable event trends rather than what is given up. So many examples were provided that it was easy to think about one or two small ways to begin (or advance) the sustainability journey – from menu design with smaller plant-based portions, to focusing on food waste – it made the shared responsibility seem not only important, but manageable and exciting. The final event I attended was the ALHI Executive Exchange, where I feel like I was accidentally invited to an insider meeting for hotel decision-makers. There is no event in the industry quite like it, and none where planners in a leadership role are privy to the conversations that hotel and travel companies have within their teams. I like to say it feels like I’m cheating when I’m there because engaging in those conversations adds such a valuable perspective to make me better in my role, even when the information isn’t targeted for me. - ***Ownership Matters*** – In one session, the panelists discussed the role of hotel ownership and how significant the differences can be between ownership groups that make continued investment in their people and product, and those who simply try to get by. As a planner, I had never considered the impact that ownership may have on the experience of my group at a hotel, but we know we are always looking for venues that keep up with training, technology, and design trends. That said, I left the session with strong questions to ask and resource for how to look into ownership and learn more about the companies as another tool in our site selection and decision-making toolkit. - ***Pricing and costs will continue to be an issue*** – and association budgets will still be pressed into 2025 and 2026. [Michael Dominguez](https://www.linkedin.com/search/results/all/?fetchDeterministicClustersOnly=true&heroEntityKey=urn%3Ali%3Afsd_profile%3AACoAAAB_-XMBQ92iOsi2KUYuyMh3-qEx8_sqyy0&keywords=michael%20dominguez%2C%20fasae%2C%20chse&origin=RICH_QUERY_SUGGESTION&position=0&searchId=8dd75b53-0d75-4f4a-b06c-93889dfedf28&sid=Ujy&spellCorrectionEnabled=false "See more about Michael Dominguez on LinkedIn") is basically the Taylor Swift of the events industry…I don’t think he can go to an event without being hounded with fans who line up for his next album event data report to drop (or is that just me?). He provides unparalleled insight on how the larger business environment impacts travel, meetings, and hospitality. His report showed that rate increases at hotels are slowing down – but this data doesn’t apply to the upper-midscale and luxury markets (most conference hotels). So associations need to plan still for 6-7% increases year-over-year into 2025. He also reminded that rates are NEVER going backwards, we will simply see a lessening of growth, but there is an upside to that – Inflation on food is coming down (finally). However, in communicating needs to volunteer-decision makers it’s important to point out that food and beverage prices still remain 18% higher than in 2019. It was a busy, but exciting and invigorating summer of industry events. As someone who loves learning new things and exploring opportunities to implement new ideas, I have already started putting some of these concepts into practice. I hope that sharing these ideas helps you take a step forward in your association event journey in the coming year – and, even more, that they motivate you to get out and attend an industry event soon. I can’t wait to hear what you come back with! **Categories:** Blog Posts **Tags:** Conferences, Engagement, Events, Meetings --- ### [Mini-Guide: Advocating for Policy Changes as an Association](https://amrms.com/advocating-for-policy-changes/) **Published:** October 30, 2024 **Author:** AMR Management Services **Content:** Advocacy is a critical part of many professional associations’ work. Whether you aim to impact local, state-wide, or national policy decisions, your advocacy efforts can make a major difference in the lives of your members and the future of your profession. Plus, your members can join the fight — empowering them to get involved in advocacy deepens their relationship with your association, boosting [engagement and retention](https://amrms.com/a-formula-for-member-retention/ "View some member retention tips from our blog"). If your association is new to advocacy or you aren’t sure what the process entails, don’t worry. This mini-guide explores the basic elements of association advocacy and what you can do to get started. ## Understanding the policy and its impact The first stage of advocating for a policy change is research. Your association must dig into the details to ensure you understand what the policy entails, how it affects your members, and what the current public perception is. It’s also important to understand any requirements or limitations that apply to your association as a tax-exempt entity. Before you decide to publicly advocate for a policy change, conduct thorough research and ensure you can answer questions like: - How does/would this policy affect members? - How important is this policy compared to others affecting our members - Are members aware of this policy? - What do members currently think of the policy? - Have members supported similar advocacy efforts in the past? - Would prospective members think of our association more favorably if we [endorsed](https://www.ngpvan.com/blog/political-endorsement/ "Learn more about political endorsement from NGP") or advocated against this policy? - Is the policy controversial among members or the wider public? - Would members react positively to our association advocating for/against this policy? - How would other stakeholders feel about our association advocating for/against this policy? - Does our association have the resources/reach to realistically affect this policy decision? - What would happen if we were successful in changing the policy? - What would happen if the policy remained as is? Gauge members’ awareness of and opinions on the issue by monitoring your association’s discussion forums, analyzing relevant engagement data, or sending a survey to ask members’ opinions directly. You might create a blog post discussing the policy and see whether members engage with it or ask discussion questions in your online member communities. With this insight, determine whether this advocacy campaign is feasible and how you should present it to members if you move forward. ## Setting achievable goals Next, outline several realistic goals for your association. While your ultimate goal is to successfully change the policy, you need smaller, achievable goals to get there and make members’ voices heard even if the policy change doesn’t go through. For instance, you might set a goal to meet with 50 legislators about the policy or to raise awareness among members by 25%. Consider [your association’s priorities](https://amrms.com/prioritization-strategies-for-association-professionals/ "Learn more about prioritization strategy from our blog") as you set incremental goals, and determine what actions you need to take to achieve them. These actions might include: - **Making public statements** to announce your association’s stance on the issue and the desired outcomes of your advocacy efforts. - **Contacting relevant legislators** about changing the policy, explaining your association’s position and the importance of the members you represent. - **Lobbying key decision-makers** to [persuade them](https://www.ngpvan.com/blog/political-persuasion/ "Learn more about political persuasion") to change the policy or speak up for your association’s interests. - **Raising awareness** among members and the wider public about the importance of the policy and how they can help. - **Getting media attention** to put pressure on decision-makers and boost awareness even more. - **Hosting** [**events**](https://amrms.com/making-your-event-more-accessible/ "Learn how to make your events more accessible from our blog") where members can advocate for the policy change with your association’s support. Determine the time, effort, and resources needed to complete each action, then create a campaign plan that incorporates all of them. Outline who should be involved in action, including staff, members, volunteers, or your board members. Then, draft a timeline around key dates like legislative sessions and voting days. Many of these details might change as the advocacy campaign gets underway, but having a concrete plan will help you navigate those changes and stay on track. ## Leveraging your network Your association’s network of members, community leaders, and other influential people and organizations is a valuable asset for your advocacy work. The right connections can expand your reach and help you get your foot in the door with those who make policy decisions. Consider who in your association’s network might be able to connect you with political decision-makers or give your association access to new audiences. Present your case to these individuals and explain why you need their help to enact this policy change and how it will impact your community as a whole. Specifically, you can increase the power of your advocacy by working with like-minded organizations. Whether you partner with a like-minded organization for the entirety of your advocacy campaign or just [host a joint phone bank](https://www.ngpvan.com/blog/what-is-phonebanking/ "Learn more about phone banks from ngpvan.com") to call legislators, these partnerships can boost your association’s reach and help you attract more attention to your cause. ## Engaging members in advocacy While the main purpose of your advocacy campaign is to change a policy that affects your member community, you can also use your work to get members more involved in your association’s day-to-day activities. Plus, members often *want* to get involved. They understand the power in numbers when it comes to advocacy, and they want to do their part to further your cause. By [volunteering](https://amrms.com/connecting-your-association-through-volunteering-3-tips/ "See 3 tips to connect with your members through volunteering from our blog") to advocate on your association’s behalf, they can make a greater impact on their community and make new, beneficial connections in the process. To engage members in advocacy, you might take steps like: 1. **Creating a page on your website or an advocacy microsite.** Depending on the extent of your advocacy efforts, create a landing page about this policy change or an entire microsite to promote your association’s advocacy work. Include important details about the policy and how to take action, and ensure your site follows [association SEO best practices](https://nexusmarketing.com/seo-for-associations/ "Learn some best practices for SEO on Association Websites from Nexus Marketing") to increase your site’s visibility on search engines. 2. **Sharing educational resources.** Your members likely don’t know the details of the policy you want to change, even if they’re aware of the issue. Create and share resources to inform them of what the policy entails, how it affects them, and why it’s important to your association. 3. **Encouraging members to take action.** Use a variety of [marketing channels](https://amrms.com/association-data-driven-marketing/ "Learn more about data driving marketing from our blog") to promote your advocacy campaign and ask members to act. Use clear, straightforward calls to action that ask members to sign petitions, contact their representatives, and share information on social media. Provide all the tools they’ll need to take that action, such as an email template they can copy or a social media infographic to add to their story. 4. **Sending regular progress updates.** Keep members engaged throughout your campaign by sending updates about your association’s activities and the policy change’s progress. You might send text alerts about petition deadlines or emails about the success of your latest conversations with legislators. Use your [association management platform](https://protechassociates.com/association-answers/ams-platform/ "Learn more about AMS platforms from Protech") to track your efforts and individual members’ engagement with the campaign. Take note of members who are especially involved, and send personalized thank-you letters to show your appreciation for their support. --- No matter the end results of your association’s advocacy efforts, remember to keep members in the loop and share your results with them. Report on the actions you took, how many members participated, the impact of the legislation, and what future advocacy work might look like. Together, you and your members can drive positive policy change that makes a difference for your community. **Categories:** Blog Posts **Tags:** Advocacy, Best Practices --- ### [Accommodating Religious Requirements of Attendees](https://amrms.com/accommodating-attendees-during-passover/) **Published:** October 21, 2024 **Author:** Lindsay Plath, CMP **Content:** **Creating a Meaningful Passover Celebration for Conference Attendees** A professional association hosting their Annual Meeting in the spring faced a unique challenge when their event dates coincided with [Passover](https://en.wikipedia.org/wiki/Passover "Learn more about Passover from Wikipedia"). The association aimed to ensure that Jewish attendees could participate fully in the meeting with appropriate accommodations by planning a Seder dinner with the assistance of Jewish volunteers. **Challenge** Despite careful planning to avoid conflicts with religious observances and related conferences, the meeting location and dates were selected as the best fit for the association’s logistics needs. To [improve accessibility](https://amrms.com/making-your-event-more-accessible/ "See a few more ways to make your association event more accessible from our blog"), the association and AMR tried to find alternate meeting dates but couldn’t find a mutually available date with the contracted hotel. This posed a challenge as the association wanted to ensure that their Jewish members could attend the meeting without compromising their religious observances. **Action** To tackle this challenge, the association took several thoughtful steps: - The association President sent a message to all members, apologizing for the oversight and assuring them that appropriate accommodations would be made at the meeting. - A question was added to the registration form asking if attendees observing Passover would be interested in participating in a [Seder dinner](https://en.wikipedia.org/wiki/Passover_Seder "Find out more about Seder Dinner from Wikipedia") at the hotel. - The organizer reached out to those who expressed interest, seeking volunteers to help plan the Seder. This collaboration ensured the Seder was authentic and meaningful. - Volunteers guided the organizer through the planning process, including selecting the menu, advising what materials needed to be purchased or printed, and coordinating with a kosher caterer and the hotel. - Leading up to the meeting, the organizer followed up with attendees to get an accurate headcount and sent a calendar invite to all who RSVP’d “Yes.” - For safety, the Seder dinner was not advertised on the conference website or mobile app, and no signs were posted outside the room. A contracted security person was stationed near the room. - Beyond the Seder dinner, inclusive menu options were provided for meals during Passover, ensuring Jewish attendees had nourishing options as those observing Passover typically do not eat leavened foods like bread, but also legumes, rice, seeds, and corn. The hotel also provided boxes of matzo bread on the buffets. **Results** The Seder dinner was a resounding success, with 10 attendees participating in the event. Both Jewish and non-Jewish attendees expressed their deep appreciation for the opportunity to participate in a Seder at the meeting. The association took a challenge and created inclusive options for those who wanted to celebrate Passover, ensuring that all members could participate fully in the Annual Meeting. **Categories:** Case Studies **Tags:** Accessibility, Best Practices, Conferences --- ### [Fostering Community and Connections During Conferences](https://amrms.com/conference-community-and-connections/) **Published:** October 16, 2024 **Author:** AMR Management Services **Content:** Conferences are one of the most [popular types of association events](https://amrms.com/popular-association-events/ "View our take on association events from our blog"), and for good reason. They allow you to gather your member base together, discuss industry trends, swap helpful tips and advice, and, most importantly, build lasting relationships that will strengthen your community and help members take their careers to new heights. However, with so many logistics to plan, prioritizing community building during your conference may slip your mind. With these easy-to-implement tips, you can empower attendees to form new connections without much effort from your team. Let’s get started! ## 1. Use technology to engage attendees. These days, technology opens doors and allows us to connect like never before. Even though your conference likely has an in-person element, you can rely on different platforms to boost engagement and enhance the member experience. Two of the top solutions you’ll need are: - **Association CRM.** You likely already use a constituent relationship management system (CRM) to store member information. However, when you [leverage a CRM made specifically for associations](https://protechassociates.com/association-answers/crm-for-associations/ "Learn more about CRMs for Associations from Protech"), you can unlock access to a tool designed for your organization’s needs and use your member data to power attendee engagement during your conference. For example, you may have recently sent a survey asking which current industry trends your members are most interested in discussing. By storing this data in your association CRM, you can leverage it to host conference speaker sessions that resonate with your audience’s interests. - **Event app.** A dedicated [event app](https://www.eventmobi.com/customers/event-apps-associations/ "Get an event app from EventMobi") organizes all conference information in one place for easy attendee access *and* helps spark connections among attendees. Using features like group discussions, one-on-one messaging, and appointment booking, members can easily facilitate conversations, dig deeper into event material, and network with each other. Before adopting any new platform, look through reviews on reputable sites like G2 and Capterra to see what other associations have to say about your top options. You may also directly ask other similar organizations if they recommend the software solutions they currently use to help narrow down your decision. ## 2. Create networking opportunities. Once attendees connect using your event app, they’ll need a place to meet and [network](https://amrms.com/building-community-and-engagement-with-member-networking/ "Learn more about member networking from our blog") with each other. Foster networking opportunities by creating physical networking spaces within your conference venue. Choose networking areas with these considerations in mind: - **Location.** Where is your networking zone physically located in your venue? Is it easy for attendees to find? Will it receive a lot of natural foot traffic during the conference? - **Seating.** Is there ample seating for attendees? Do you need to rent or bring your own seating options to facilitate networking opportunities? - **Noise level.** Is this area far enough away from speaker sessions and other activities that could be distracting? Are there private meeting rooms available in case it gets too loud? - **Refreshments.** Is there a coffee station or other refreshment area that could serve as a natural place for networking? If not, could you offer refreshments in your networking area to encourage attendees to meet with each other? - **Accessibility.** Is your networking space easily [accessible](https://amrms.com/making-your-event-more-accessible/) by wheelchairs or scooters? Does it take into account the specific needs of neurodivergent, hearing-impaired, or visually impaired attendees? Whether you’re hosting staff-led networking sessions, setting aside dedicated times for networking, or allowing attendees to come and go as they please, having a networking area can remind attendees to take advantage of the opportunity to meet with and learn from their peers. ## 3. Host collaborative activities and sessions. Networking isn’t the only way for attendees to form new connections. When planning your conference’s activities and speaker sessions, bake in opportunities for conversation and collaboration. The more attendees interact, the better they’ll get to know each other, and the more memorable their event experience will be. Encourage attendees to engage with each other by: - **Hosting group challenges or games.** Bring out your members’ competitive sides by having them go head-to-head in challenges or games at your event. As [EventMobi’s event gamification guide](https://www.eventmobi.com/blog/event-app-gamification/ "Learn more about gamification from EventMobi") explains, gamification “transforms attendees from passive listeners to active participants in your event” and can help you reach your event goals. With team challenges, you can inspire attendees to work together and form stronger bonds. You may even host [sponsored activities](https://amrms.com/7-proven-strategies-for-retaining-sponsors-keeping-your-partners-engaged-and-invested/ "Find out how to keep your partners engaged from our blog") to help your sponsors increase brand awareness and boost their event return on investment (ROI). - **Organizing breakout sessions.** Give speaker session or workshop attendees a chance to discuss the material with breakout sessions. Divide your audience into groups, and supply them with questions they can use to kick off the conversation. That way, members can work through what they’ve learned together and bounce ideas off each other. - **Leading roundtable discussions.** Roundtable discussions are similar to breakout sessions, but they often involve much smaller groups seated around a table with a facilitator guiding the conversation. Members may dive deeper into overarching topics like industry trends and challenges, case studies, ethical issues, and the industry’s future. When you offer a variety of collaboration opportunities, you can cater to different attendees. For example, more reserved attendees may appreciate the opportunity to act as a team player in a challenge, whereas more outgoing members may enjoy sharing their thoughts during a breakout session or roundtable discussion. ## 4. Stay in touch with attendees post-event. Attendee engagement doesn’t have to end when your event does. [Retain members](https://amrms.com/a-formula-for-member-retention/ "Find out some best practices for member retention from our blog") with a comprehensive post-event follow-up strategy. Start by thanking attendees for joining your conference. [eCardWidget recommends](https://ecardwidget.com/member-appreciation-ideas/ "View some member appreciation ideas from ECardWidget's website") personalizing your thank-you messages with interactive member appreciation eCards. Plus, as they explain, you can “turn eCards into a community-building tool by allowing members to access and send them to their peers.” For example, a first-time attendee may send an eCard to a more seasoned member to thank them for their welcoming presence during the conference. Another attendee may send an eCard to a fellow member to recognize their insightful comments during a speaker session and let them know how they plan to implement this advice in their own work. Additionally, you can stay in contact with attendees by sending surveys asking about their conference experience, connecting on social media, and even continuing to use your event app as a community hub. Consider uploading resources throughout the year and keeping the conversation going via discussion boards and social feeds. --- [Managing an event or conference](https://www.eventmobi.com/blog/event-management-software-for-nonprofits/ "Learn how EventMobi can help you manage your event.") isn’t just about choosing the venue and booking the speakers. Ultimately, a conference serves as a way to engage your audience and help them feel like a part of your broader community. When planning your next conference, take a member-focused approach to create an event your attendees will truly enjoy, find valuable, and remember for years to come. **Categories:** Blog Posts **Tags:** Community, Conferences, Meetings, Membership --- ### [Why Web Accessibility and ADA Compliance Matter: Part 1 – Ensuring Inclusivity for Associations](https://amrms.com/web-accessibility-ada-compliance-associations-part-1/) **Published:** October 9, 2024 **Author:** Mike Cooke **Content:** The [Americans with Disabilities Act (ADA)](https://www.ada.gov/ "Learn more about ADA at their website"), a U.S. law that requires organizations and businesses to make their services, including websites, accessible to people with disabilities. Every association has some sort of footprint on the internet, be it an association website, a conference app, or [learning management system](https://memberclicks.com/add-ons/classroom/ "Learn more about LMS offerings from Personify/MemberClicks"). We know that accessibility leads to more inclusion at in person events, but did you know that accessibility is also a thing to think about when working with websites? ## **What is Accessibility and ADA Compliance on the internet?** ADA compliance regarding websites is about meeting these and other accessibility standards, often guided by the [Web Content Accessibility Guidelines (WCAG)](https://www.w3.org/TR/WCAG21/ "View the WCAG guidelines on the W3.org Website"). The WCAG outlines specific criteria that websites should meet to be considered accessible, such as providing text alternatives for non-text content and ensuring that content is navigable. ## **Why does this matter?** Website accessibility and ADA compliance are important for several key reasons: **Legal Requirements:** - **Compliance with Laws**: In the United States, the ADA requires businesses and organizations that provide public services to ensure their websites are accessible to people with disabilities. Failure to comply can result in legal action, including lawsuits, fines, and settlements. Other countries have similar laws, such as the UK’s Equality Act and the EU’s Web Accessibility Directive. **Inclusivity and Equal Access:** - **Social Responsibility**: Ensuring that websites are accessible allows people with disabilities—such as visual, auditory, motor, or cognitive impairments—to use the internet effectively. It’s about providing equal access to information, services, and opportunities. - **Broadening Audience Reach**: An accessible website can be used by a wider audience, including the elderly and those with temporary disabilities, thereby expanding your potential user base. **Improved User Experience:** - **Enhanced Usability for All**: Accessibility features often improve the overall user experience for everyone, not just those with disabilities. For example, good color contrast makes text easier to read for all users, and keyboard navigation benefits people who prefer not to use a mouse. - **Better Website Performance**: Accessible websites are often more organized and easier to navigate, leading to lower bounce rates and higher user engagement. **SEO Benefits:** - **Search Engine Optimization (SEO)**: Many accessibility practices, such as providing alt text for images and using proper heading structures, also benefit SEO. Search engines use these features to better understand and rank your website content. - **Mobile Friendliness**: Accessibility overlaps with mobile optimization, which is a key factor in search rankings. **Brand Reputation and Ethical Practices:** - **Positive Brand Image**: A commitment to accessibility can enhance a brand’s reputation by showing that it values all users and is committed to ethical practices. - **Visitor Loyalty**: Users who find your website accessible and easy to use are more likely to return, recommend your site to others, and become loyal customers. **Innovation and Competitive Advantage:** - **Drive Innovation**: Focusing on accessibility can lead to innovative solutions that improve overall product design and functionality. - **Stay Ahead of Competitors**: Companies that prioritize accessibility can gain a competitive edge by tapping into markets that their competitors might overlook. **Social Responsibility:** - **Alignment with Social Responsibility Goals**: Many organizations have goals related to inclusivity and diversity. Ensuring web accessibility aligns with these goals and demonstrates a commitment to social good. Website accessibility and ADA compliance are not just legal obligations; they are crucial for providing equal access, improving user experience, enhancing SEO, and building a positive brand image. It represents a commitment to inclusivity and social responsibility, which can also lead to business benefits. [Reach out to AMR today](https://amrms.com/contact-us/ "Contact Us via our contact form") to see how we can help you meet your association’s inclusivity goals. **Categories:** Blog Posts **Tags:** Accessibility, Best Practices, Membership, Websites --- ### [4 Ways to Enhance Your Members’ Conference Experience](https://amrms.com/enhance-conference-experiences/) **Published:** October 2, 2024 **Author:** Erin Lemons **Content:** Conferences are more than just events. They’re opportunities to make a lasting impression on your members. Instead of leaving with a stack of business cards and vague memories, your members should walk away with meaningful connections, actionable takeaways, and experiences that make them proud to be part of your association. Between networking and learning new skills and knowledge, a successful conference can [boost member satisfaction and retention](https://amrms.com/a-formula-for-member-retention/ "Learn more about member retention from our blog") substantially. When you host an engaging event that attracts an eager crowd, you’ll provide direct value and justify members’ continued participation in your organization. To help you plan an unmissable event, we’ll explore how to elevate four key aspects of your members’ conference experiences. Let’s begin. ## 1. Registration Your registration process sets the tone for your conference. Along with other aspects of your event, your AMS will help you streamline this process. For context, this software includes features for every part of membership management, such as billing and payment processing, communications, online community capabilities, and event management. It streamlines member interactions, provides easy access to resources, and reduces the risk of duplicated information from registration forms. [Protech’s AMS platform guide](https://protechassociates.com/association-answers/ams-platform/ "Learn more about protech AMS from their website") explains that your platform should provide self-serve event registration so members can complete the process at any time without needing assistance from your staff. To drive form completions, you’ll want to make this process simple and user-friendly. Eliminate unnecessary fields to make it faster and easier for members to sign up. However, make sure you still capture the information you need, such as dietary preferences, session selections, and contact information. A well-designed registration form can achieve both simplicity *and* sufficient data collection. Take these steps to improve your conference’s registration process: - Customize forms to capture necessary data without overwhelming members. - Make your registration form mobile-friendly. - Set up automated confirmation emails and reminders. - Enable attendees to modify registration details after sign-up. - Offer a smooth payment process by enabling multiple payment methods (including digital wallet options like Apple Wallet), accepting international currencies, and securing transactions with encryption. Your [AMS](https://fonteva.com/best-association-management-software/ "Learn more about association management systems from Fonteva") may also handle tiered pricing structures, including member discounts, early bird pricing, or group rates. This can incentivize early sign-ups and ensure members receive appropriate pricing. ## 2. Communication Even before your members register, effective communication will keep everyone informed, engaged, and excited about your conference. The key is to provide timely and relevant information at every stage: - **Pre-conference communication:** Build anticipation for your conference. Early communication should include save-the-date announcements, speaker lineups, session previews, and registration deadlines. Send regular email updates coupled with reminders through your association’s social media and member portal to ensure no one misses important details. - **Communication during the conference:** Keep members engaged by communicating throughout the conference. Use push notifications in your event app or SMS updates to alert members about upcoming sessions, schedule changes, or special opportunities like meet-and-greets. - **Post-conference communication:** Post-conference outreach reinforces the value of the event, keeps members engaged, and continues conversations with interested prospective members. Thank attendees, share takeaways, and provide post-event resources like recorded sessions or presentation slides. Your AMS can ensure that the messages you send are relevant to each recipient. For instance, you can segment your audience based on membership levels and send reminders about exclusive networking opportunities or other perks at your conference. Or, you can send recaps of specific sessions to those who attended. Think of this as a form of data-driven marketing, ensuring communications are targeted. After all, [data-driven marketing strategies](https://amrms.com/association-data-driven-marketing/ "Learn more about data driven marketing from our blog") can deliver a return on investment five to eight times greater than non-data-driven methods. Overall, when members feel well-informed, they’re more likely to engage fully with your event, ensuring a positive experience from start to finish. ## 3. Sessions, Interactive Elements, and Networking Conferences are among [the most popular association events](https://amrms.com/popular-association-events/ "See some popular association event ideas from our blog"), and engaging content and networking opportunities are often the biggest draws to these events. The right balance of educational sessions, interactive experiences, and networking time can ensure your members get the most out of your conference. Here are some ideas of opportunities to offer: - **A mix of session formats**, such as keynotes, panels, and roundtable discussions - **Interactive experiences** like live polls, Q&A sessions, hands-on workshops, [silent auctions](https://www.winspireme.com/blog/silent-auction-basket-ideas/ "Learn more about silent auctions"), scavenger hunts, or gamified challenges - **Structured networking activities**, such as speed networking, themed meet-ups, or mentorship pairings - **Exhibit halls** where members can interact with industry vendors, learn about new products, and participate in live demos Offering diverse sessions and engaging interactive experiences will ensure members leave with valuable skills, meaningful connections, and a memorable experience. If you use an [effective CRM for associations](https://protechassociates.com/association-answers/crm-for-associations/ "Learn more about CRM for associations from protech"), you can further enhance these opportunities by tracking member preferences, helping you personalize session recommendations, and facilitating networking through features like mentorship pairing or meeting scheduling. ## 4. Post-Conference Resources and Follow-Up Remember, connecting afterward enables you to continue delivering value to attendees. It not only cements what members learned at the conference but also keeps them engaged with your association. Here’s a closer look at some important follow-up messages to send: - **Conference materials:** Send post-event resources, such as session recordings, presentation slides, and key takeaways. This gives members who couldn’t attend every session an opportunity to catch up. - **Member appreciation and thank-you messages:** Show your members that you value their participation by sending personalized thank-you messages after the event. [eCardWidget’s list of member appreciation ideas](https://ecardwidget.com/member-appreciation-ideas/ "Learn more about member appreciation from Ecard widget") suggests sending personalized thank-you eCards, sharing appreciation videos, offering discounted services or products, or even hosting a member appreciation day. - **Networking and community engagement:** Encourage members to continue the conversations and connections they made during the conference. Try hosting a follow-up networking event or promoting engagement in your online member community. - **Post-conference surveys:** Gather feedback to identify what worked well and what could be improved for future events. Ask about favorite sessions or speakers, improvements for the registration process, and ideas for better networking at future events. - **Early access and exclusive offers:** Reward attendees with early access or exclusive discounts for your next conference. You can also create follow-up opportunities like webinars or workshops related to popular conference sessions. Thoughtful follow up is the final component of a comprehensive [event marketing strategy](https://amrms.com/elevating-event-marketing-for-associations/ "Learn more about event marketing from our blog"). Reaching out after the conference keeps the momentum going, reinforces the value of the event, and strengthens members’ connections to your organization. This final touch not only enhances the member experience but also lays the groundwork for future event participation. --- Elevating your members’ conference experience is key to long-term loyalty. By taking extra steps to enhance your members’ conference experience, you’ll keep them excited, engaged, and eager to return—strengthening their commitment to your association and fostering a vibrant, connected community. **Categories:** Blog Posts **Tags:** Best Practices, Conferences, Events, Membership --- ### [501(c)(3) or 501(c)(6): What's the Difference?](https://amrms.com/navigating-501c3-and-501c6-with-ease-a-step-by-step-guide/) **Published:** June 7, 2023 **Author:** Bill Ray, CPA **Content:** **Navigating 501(c)(3) and 501(c)(6) with Ease: A Step-by-Step Guide** Are you thinking about forming a new association? After you complete some basic elements, including crafting bylaws and applying to become a nonprofit entity in your state, one important step you will need to take is filing for tax-exempt status with the Internal Revenue Service (IRS). Associations generally fall into one of two tax-exempt classifications: 501(c)(3) or 501(c)(6). What’s the difference? And what is the process? In this blog post, an updated look at [one of our most viewed blog topics from 2015](https://amrms.com/501c3-or-501c6-whats-the-difference/ "View our older blog post on this topic"), we’ll break down the process into four steps and provide tips for success. **1 Understand the Terminology** First, let’s understand the terminology correctly. “Tax-exempt” refers to the organization’s federal income tax status as governed by the Internal Revenue Code. This is different from [”nonprofit,”](https://www.venable.com/insights/publications/1999/10/the-difference-between-nonprofit-and-taxexempt-sta "Learn More About Tax Exempt Status") which represents the organization’s incorporation or organizational status, as governed by applicable state law. A nonprofit organization is not automatically tax exempt. [Applying for federal tax-exempt status](https://www.irs.gov/charities-non-profits/applying-for-tax-exempt-status "Learn More About Non Profits From The IRS Website") is a critical step in the formation process since a nonprofit is still subject to federal income taxes until obtaining a tax-exempt determination letter from the IRS. **2 Determine the Right Category** The next step is choosing the correct category. The purpose for which your organization was formed (as described in your bylaws, articles of incorporation or other state filing) will dictate which tax-exempt status is the right fit. [IRS Publication 557](https://www.irs.gov/forms-pubs/about-publication-557 "Learn More About 557 From The IRS Website") provides additional details about the requirements for each status. The most common categories among associations include 501(c)(3) and 501(c)(6). What’s the difference between a c3 and a c6? - **501(c)(3)** – In simplest terms, 501(c)(3) organizations are organized to serve the public (and are commonly referred to as “public charities”). More specifically, they are formed exclusively for one or more of the following purposes: religious, charitable, scientific, testing for public safety, literary, or educational purposes. - **501(c)(6)** – On the other hand, 501(c)(6) organizations are formed to serve their members and may be summarized as trade associations or business leagues. They exist primarily to benefit members who share a common business interest or a broader segment of the public. The chart below also summarizes some key differences between the two types. | | **501(c)(3)** | **501(c)(6)** | |---|---|---| | Purpose of activity: | Operated exclusively for charitable, educational, religious, literary, or scientific purposes. | Operating to promote the common interests of businesses, industries, and members. | | Types of Organizations: | Includes membership associations if the purpose is to advance the profession with respect to “educational” activities. | Includes membership organizations advancing a common business interest. | | Lobbying Activities: | Activities are significantly restricted. Organizations can advocate for causes but cannot influence legislation or support a candidate. An organization may lose its tax-exempt status if the IRS determines that it has engaged in “substantial” lobbying activities. | Can participate in lobbying if it is related to the organization’s purpose. The portion of membership dues that fund lobbying activities is non-deductible to the member and must be disclosed on the annual dues notice. | | Political Activities: | Cannot participate in political campaigns or electioneering. | Can actively take part in political and election campaign activities. | | Donations / Gifts of Property: | Donations and gifts of property are tax-deductible as “charitable contributions” on the donor’s federal tax return. Any portion for which goods or services were exchanged is excluded. | Dues and other payments may be deducted as a business expense to the extent they are “ordinary and necessary,” but are not charitable donations for tax purposes. | | Application: | Federal Form 1023 | Federal Form 1024 | | Annual IRS Filing Requirements: | Must file form 990-N, 990-EZ, or 990 annually. | Must file form 990-N, 990-EZ, or 990 annually. | | State & Local Taxes: | May be eligible to receive other state and local tax exemptions (such as sales tax). Eligibility for these exemptions is governed by state law. | Generally. not eligible to receive other state and local exemptions (such as sales tax). | | Donor Disclosure Requirements: | Must disclose major donors (generally $5,000 or more) to the IRS via Schedule B. For public charities, this form is not subject to public inspection. | Is not required to disclose major donors to the IRS or to the public. However, the organization must still maintain appropriate donor records. | **3 Submit Your Application** To apply for recognition of tax exemption with the IRS, an organization would file federal [Form 1023](https://www.irs.gov/forms-pubs/about-form-1023 "View the form on the IRS website") for 501(c)(3) status or [Form 1024](https://www.irs.gov/forms-pubs/about-form-1024 "View this form on the IRS website") for 501(c)(6) status. Application fees are between $275 and $600 currently, but you can find the latest fees and instructions on the pages we’ve linked. Before you apply, consider reviewing some of the [resources and videos](https://www.stayexempt.irs.gov/home/starting-out/starting-out "View some great resources on this topic from the IRS website") from the IRS to ensure you are proceeding correctly. When your application is approved, the IRS will issue an affirmation letter, which is the official confirmation of tax-exempt status. This is useful for additional elements of your process, since banks, insurance companies, and other organizations will frequently require your organization to offer proof of tax exemption. **4 Maintain Your Status in Good Standing** Once your tax-exempt status is granted, you will be required to file IRS Form 990-N, 990-EZ or 990 annually to maintain your status. Form 990-T may also be required if your organization receives more than $1,000 of unrelated business income. Failure to file the correct returns for three consecutive years will result in the automatic revocation of your tax-exempt status. Be sure to retain a copy of the IRS affirmation letter on file and easily accessible. You will need to contact the IRS to replace a lost tax-exempt status letter or if your organization has a change to its name or address. A final tip: the IRS offers an abundance of useful information and resources aimed at nonprofit organizations through its [Stay Exempt website](https://www.stayexempt.irs.gov/ "View more info on the stay exempt IRS website"). These resources can keep your association leadership in-the-know and help ensure no issues with retaining good standing with the IRS. **Categories:** Blog Posts **Tags:** Best Practices, Finance, Governance --- ### [501(c)(3) or 501(c)(6) – What’s the difference?](https://amrms.com/501c3-or-501c6-whats-the-difference/) **Published:** July 15, 2015 **Author:** AMR Management Services **Content:** [**Click here for an updated version of this article, with more complete information.**](https://amrms.com/navigating-501c3-and-501c6-with-ease-a-step-by-step-guide/) Thinking of starting a new, nonprofit, tax-exempt organization? Trying to decide whether to organize as a 501(c)(3) or 501(c)(6)? Know the difference? Whereas the c3 and c6 are alike in terms of exemption from income taxes, their qualifying characteristics, the application process (IRS Form 1023 vs. 1024), and the various rules governing their ongoing activities can be quite different. It is helpful to first understand the distinction between a “nonprofit” and a “tax-exempt” entity. “Nonprofit” refers to an entity’s incorporation/organizational status as governed by state law, whereas “tax-exempt” refers to federal income tax exemption governed by the Internal Revenue Code. The c3 and c6 are two common IRS tax-exempt statuses for nonprofits. To qualify for either exempt status, a nonprofit must meet specific tests which are outlined in IRS Publication 557, Chapters 3 and 4, available at [www.IRS.gov](https://www.irs.gov/ "Visit The IRS Website"). One common requirement of a tax-exempt entity is that your net earnings may not benefit private shareholders or individuals. Once organized, c3 and c6 organizations are both required to file annual IRS Form 990, 990-EZ, or 990-N depending on their size. They may also be required to file 990-T and pay taxes if they have “unrelated business income.” While the applicable IRS schedules and required disclosures of the c3 and c6 vary, all tax exempt entities are expected to have strong governance policies and practices in place and the new 990 wants to know a great deal about them. Which exempt classification is right for you? Here are some common differences: | ***501(c)(3)*** | ***501(c)(6)*** | |---|---| | Operated exclusively for charitable, educational, religious, literary, or scientific purposes | Operated to promote a common business interest, and to improve business conditions in the industry | | | | | Includes membership associations (e.g., professional society), if the purpose is to advance the profession with respect to “educational” activities | A membership organization (e.g., business league, industry trade association), advancing a common business interest | | | | | Lobbying and political activities are significantly restricted. A c3 will lose tax-exempt status if the IRS determines that it has engaged in “substantial” lobbying activities | Allowed a wide-range of lobbying. Yet, the main stipulation is that a c6 is required to disclose to membership the % of their annual dues that is lobbying (i.e., non-deductible to members for tax purposes) | | *Special Advantages of the c3 include:* | | | Enhanced fundraising advantages, such as eligibility to receive tax-deductible “charitable contributions” and gifts of property and eligibility to receive many grants | Dues or other payments to a c6 are only deductible to the extent that they serve an “ordinary and necessary” business purpose of the payer | | | | | Eligibility to receive other state and local tax exemptions (e.g., sales tax) | | As you can see, there are several similarities and distinct differences within the world of the 501(c); and c3/c6 represents only two of several types. When creating a new nonprofit organization, it is always wise to consult legal, tax, and association management professionals with the background and experience to help you make an informed decision and to protect your ongoing tax-exempt status. Looking for financial help with your association? [Contact AMR Today](/contact-us/ "Visit Our Contact Us Page to Reach Out For More Info on AMR Association Management")! **Categories:** Blog Posts **Tags:** Finance, Governance, Nonprofits --- ### [Membership Insights: 3 Analytics to Enhance Engagement](https://amrms.com/member-engagement-analytics/) **Published:** September 25, 2024 **Author:** Philip Schmitz **Content:** Member engagement is the cornerstone of association success, indicating how effectively an organization connects with its members. Strong engagement leads to increased participation, higher [retention](https://amrms.com/a-formula-for-member-retention/ "Learn more about member retention from our blog"), and your organization’s continued growth. Member-based organizations can use data analytics to improve engagement within their groups. Most technology will generate tons of data, though, and it can be hard to know where you should focus. Let’s keep it simple! Here are three easy ways member-based organizations can use data analytics to improve engagement. ## 1. Content Engagement One of the easiest ways to communicate with your members and keep your organization top of mind with your supporters is to regularly use content that brings value to them. This can be written content, like blog posts and newsletters, or even videos and webinars. Try communicating in many different ways and using data to see what resonates with members—then do more of whatever that is! Equipped with an understanding of what content your members most want to see, your association can employ [data-driven marketing strategies](https://amrms.com/association-data-driven-marketing/ "Lear more about data driving marketing from our blog") to get your audience more excited about your content. Some metrics to follow include: - **Click-through rates (CTR):** Click-through rates measure the percentage of clicks on links in an email, blog post, newsletter, or other written content. A high CTR indicates the content resonated with your audience and they want to hear more from you. A low CTR means your content isn’t appealing to your audience, and it likely needs to be tweaked. - **Open rates:** Open rate refers to the number of emails that were opened compared to how many were successfully delivered. [Getting Attention](https://gettingattention.org/membership-marketing-ideas/ "Learn a few membership marketing ideas from getting attention") points out that most new members are captured via email, meaning it’s vital to make your emails stand out in recipients’ inboxes and increase the chances they open your message. Higher open rates mean your subject lines cause recipients to open your email to see more of what you’re sharing. - **Page views:** Page views are a metric that measures engagement with your website. You can track your general website or even a specific page, like a membership form. Knowing which pages get the most views helps you tailor topics to those that interest your supporters and members. You can find this data on various platforms depending on where you share your content. For example, if your association leverages [fundraising technology](https://blog.charityengine.net/nonprofit-fundraising-software "Learn more about non profit fundraising rom CharityEngine") with email marketing tools, your software may automatically track relevant metrics such as email open rate. This makes it easy for your team to extract data and compile engagement metrics into intuitive reports. ## 2. Event Participation and Feedback Events offer prime opportunities for members to get plugged into your organization. By choosing [popular ideas](https://amrms.com/popular-association-events/) and hosting engaging events, your association can get members excited about participating and connecting. Every bit of data you can extract from an event—from the number of registrants and attendees to the number of volunteers and what they thought about the event––can help you understand member interest and satisfaction and will give you a clear blueprint for making the next event even more targeted and beneficial. Key metrics to track include: - **Attendance rates:** Attendance rates measure the percentage of people who attended an event versus those who were invited or registered. This metric shows whether your event was relevant and valuable to your members. If not, perhaps the event’s timing, content, or format presented a barrier. - **Survey completion rates:** Surveys are an excellent and easy tool for getting quick feedback. The survey completion rate looks at how many surveys were submitted versus how many were invited, received, or began. High engagement with your survey, independent of the actual sentiments, shows that your members are committed to your organization and willing to participate in strengthening it. - **Feedback scores:** Ask members and volunteers to rate your event, service, or their overall experience. It’s common to ask about a scale of one to 10 or one to five, or even base the scores on qualitative comments (positive/negative). Consistently high scores mean you’re meeting or exceeding member expectations, whereas lower scores show areas needing improvement. Pairing this data with content engagement metrics can give your team a comprehensive view of all its member engagement efforts. As [CharityEngine explains](https://blog.charityengine.net/fundraising-platforms-top-systems "Learn more about top fundraising platforms from CharityEngine"), a full suite of constituent management and fundraising tools can be beneficial if your association is looking for all these functionalities. This allows you to see not only who attended your event, but also whether they learned about it through your email newsletter, for example, or a landing page on your association’s website. ## 3. Member Activity Any time a member engages with your association, whether it’s logging into a member portal, attending an event, completing a survey, or volunteering to help, your association should collect their data. Understanding why and how members interact with your organization is key to ensuring you offer services, products, or experiences your members need or want. For example, you should track the following activities: - **Login frequency:** If you offer a member portal, this metric will tell you how often members access it over a given period. Analyzing this data can help you spot trends and gain insight into member preferences. This way, you can personalize the member experience, which increases loyalty and [engagement](https://blog.imis.com/member-engagement "Learn more about member engagement from the IMIS Blog"). - **Content downloads:** Track members’ interest in valuable content, such as articles, comprehensive guides, reports, and gated toolkits (meaning users have to offer an email address or member number to access them.) Understanding what content is “worth” giving information gives you insight into what type of communication will deepen their relationship with your association. - **Time spent on your website:** Whether it’s total time spent on the site or the time spent per page, this metric will help shape your website’s information and navigation. If critical content isn’t ever viewed, it is likely a victim of poor navigation. If a tool is on a page that is consistently viewed for longer periods of time, that is of clear value. What are some ways organizations can leverage this data? - **Tailor content based on login frequency.** If logins are infrequent, you might consider a re-engagement campaign. - **Suggest related content** based on what someone is viewing. This keeps them on your website and in your content, and you have another opportunity to provide value. - **Segment your members** according to their activity level. With this information, you can create tiered membership levels. - - **Customize your events.** Webinars, events, and even written content can be tailored to what your audience has indicated they want to see. Ultimately, heightened member activity not only improves your association’s connection with existing members but also helps you [maximize membership](https://amrms.com/4-strategies-to-maximize-your-orgs-membership-program/ "Learn how to maximize your membership from our blog") as it generates positive word-of-mouth. Prospective members will be excited to join when they see how deeply involved your association’s members are. --- When your association uses data to measure member engagement, you’ll have concrete indicators of what strategies work and areas for improvement. To effectively monitor these metrics, consider [researching CRMs](https://blog.charityengine.net/best-nonprofit-crm "Learn more about non profit CRM software from CharityEngine") to find a solution that best suits your organization’s needs. With the right tools, your association can effectively track its successes and shortfalls to optimize its strategy and maximize engagement. **Categories:** Blog Posts **Tags:** Best Practices, Data, Engagement --- ### [AI for Association Management: Protecting Privacy & Engaging Client Partners](https://amrms.com/ai-for-association-management-protecting-privacy-engaging-client-partners/) **Published:** September 18, 2024 **Author:** Rachel Hight **Content:** In September 2023, sitting in a board room with the AMR executive team, I pulled up ChatGPT and put in a simple prompt, “write a blog post of the benefits of working with an association management firm.” Jaws hit the floor for most of the people in the room, within a few seconds AI spit out a fully drafted blog post. From there we continued to tinker with the tool asking it to provide marketing plans, target audience ideas for an upcoming conference, and draft social media posts. I saw the wheels turning in the room of all the people looking to quickly check things off their to-do list. Our President & CEO, Nick Ruffin, then said, “Hey I need to write this memo to clients, ask it to do that for me.” Again within a few seconds a draft was generated and forwarded on as inspiration. **Creating an Internal Taskforce on AI** Once we got over the initial shock and awe of generative AI, the caution flags and questions started rolling in as well. It was then we determined we needed to set up a taskforce to guide the safe and effective use of AI within our association management work. By tapping into a [range of AMR employees to support the taskforce](https://hbr.org/2024/05/for-success-with-ai-bring-everyone-on-board "Read more about how to bring everyone on board for AI at HBR.org"), we would also be able to create by in along the way. Fast forward about 6 months and we had a framework, and a few resources developed to provide that guidance and training to staff. Considering the pace of this [emerging technology](https://www2.deloitte.com/us/en/insights/research-centers/center-for-government-insights/emerging-technologies.html "Learn more about emerging technologies from Deloitte"), we knew the guidance couldn’t be too prescriptive and would need to allow plenty of room for change along the way. As we become more proficient using AI and the landscape of the technology integrated into our day-to-day changes, we will adapt to ensure the important principles we want to upload stay true. **Developing the PAWS Framework** Our first subgroup of the taskforce focused on privacy and security concerns of generative AI. The result was a simple acronym to encourage team members to consider potential downfalls when utilizing AI for our association work. The acronym, PAWS, with a built-in double meaning to do just what it says, “pause” before you move forward. We know that the [best work is done collaboratively](https://www.forbes.com/sites/adigaskell/2017/06/22/new-study-finds-that-collaboration-drives-workplace-performance/ "Learn more about collaboration int he work place from Forbes") and the key takeaway here is reaching out to a colleague or partner to discuss before making decisions. Taking it one step further, the meaning of the PAWS acronym helps explain the things you should consider. ![](https://amrms.com/wp-content/uploads/2024/09/PAWS.png)**Privacy**: Be cautious with the data you provide to AI tools. Ensure that sensitive information is anonymized or omitted unless necessary and securely handled. Review the AI tools’ privacy policies to understand the usage, storage, and protection of your data before using them. Confirm that the tool complies with applicable [data protection laws](https://www.csis.org/analysis/protecting-data-privacy-baseline-responsible-ai "Learn more about data privacy protection in AI from CSIS"). **Accuracy & Awareness:** Understand the limitations of the data available to the AI tool. Be aware that the data may not be current, which could result in incorrect responses. Regularly verify the AI tool’s outputs for accuracy by cross-checking with alternative methods or consulting expert opinions to ensure the reliability of the results. **Wise Assessment:** Ensure that the benefits of using an AI tool align with business objectives and contribute to efficiency. Does it solve an existing problem or are you looking for a problem just to use an AI tool to solve it? Is there a business case for it? Is it really saving you time? Could AI improve the quality of the outcome? **Security:** Ensure that your use of AI tools does not expose you or your organization to unnecessary risks. In addition to standard technology security concerns such as data breaches and privacy risks, the usage of AI tools introduces risks including model poisoning, [copyright infringement](https://www.bakerlaw.com/services/artificial-intelligence-ai/case-tracker-artificial-intelligence-copyrights-and-class-actions/ "Learn more about AI and copyright infringement from baker law"), and claims of plagiarism. **Creating Internal Training Programs** The next subgroup of the taskforce worked on the most practical tips and tricks for utilizing generative AI easily in day-to-day work. After a general survey went out to employees, the team discovered that most people wanted to know more about how to effectively and efficiently use tools like ChatGPT and Microsoft CoPilot. We then focused on creating guided prompts and examples to show during the lunch and learn we scheduled. We highlighted strengths and weaknesses of each one and compared and contrasted in small groups how the results differ slightly between the two tools. **ChatGPT vs. Microsoft Co-Pilot Key Takeaways** For both tools, it is key to be as [specific as possible with your prompts](https://www.forbes.com/sites/jodiecook/2023/06/26/how-to-write-effective-prompts-for-chatgpt-7-essential-steps-for-best-results/ "Learn more about Chat GPT prompts from Forbes") to generate the best results. Both can be used in similar ways that you could possibly use a search engine for, generating templates, content or ideas, or summarizing large pieces of information. **ChatGPT:** - Need to set up an account to use - Previous requests and chat history can be accessed later - No character limits for prompts **Microsoft Co-Pilot (free version):** - Accessible from your toolbar on your laptop - More robust browser version - Better for image generation - Chat history is not accessible One common question we received is, “do I need to credit or disclose the use of AI in my work?” [The answer is not necessarily](https://www.linkedin.com/pulse/should-you-label-your-ai-generated-content-mike-porter-2fdoc/ "Learn how to label AI Generated Content from Linked In"), especially when using generative AI for ideation where editing will be required, and the final product looks different than the original output. It is something to consider based on your audience, those in a more academic setting will likely lean more towards requiring disclosure than those in a more business or corporate setting. Outside of chat bots some other tools we discussed were image generators, AI built into our current software like MemberClicks (AMS) and Cvent. We also touched on a tool AMR has adopted called [Seamless AI](https://amrms.com/leveraging-ai-lead-generation-to-expand-associations-reach-and-impact/ "Learn how AMR uses seamless AI in our blog post") which supports sponsorship and lead generation. **Developing Guidance for Clients** Finally, our taskforce knew we would need to have conversations with our client partners and be a resource in helping them navigate the changing landscape of technology and use of AI. This subgroup focused on [meeting clients where they are](https://amrms.com/why-choosing-an-accredited-association-management-company-is-crucial-for-your-organizations-success/ "See why it is important to pick an accredited AMC from our blog post"), which required a flexible approach. Not all our association partners need policy language or even want to use or discuss AI. While others are already developing and adopting policies and strategies for how AI will change the future of their organization. Both extremes require thoughtful conversations and consideration of risks and possible concerns. The tools and resources developed by this group were meant to be more of a jumping off point for productive conversations down the road. We always want to be thought leaders with our client partners when it comes to association operations and success and never operating from our back foot. If you are looking for a partner that can balance the integration of new and modern technology like AI into association management and still keep guidelines and best practices in mind, [contact AMR today](https://amrms.com/association-management-company-at-work/ "Visit our contact page to get in touch with us today"). **Categories:** Blog Posts **Tags:** AI, Best Practices, Collaboration --- ### [What’s the Board’s Role in Association Fundraising Campaigns](https://amrms.com/boards-role-in-fundraising/) **Published:** September 4, 2024 **Author:** Sandra Davis **Content:** Fundraising is an important part of many associations’ activities and revenue diversification strategies. Whether you’re raising money for advocacy efforts, a member scholarship fund, or new programming, you need a fundraising strategy that involves more than simply asking members to donate — meaning the [Board of Directors](https://amrms.com/building-trust-strengthening-the-bond-between-association-boards-and-staff/ "Learn how to grow the bond with your board members from our blog") *should* be involved. But how much responsibility do board members have when it comes to fundraising campaigns? Do they need to participate beyond contributing their own donations? Exactly how involved should the board be? We’ll answer all of these questions as we explore four key ways in which board members should take part in fundraising campaigns. Let’s dive in! ## Strategy development Board members play a pivotal role in your association’s strategic planning process, setting goals and relevant priorities for the direction of the organization in both the short and long term. This knowledge, along with unique insights into your association’s finances and needs, means that board members can provide valuable input during the fundraising planning process. Specifically, the board can help design or flesh out the association’s [fundraising campaign strategy](https://donorly.com/thedonorlyblog/fundraising-strategy-guide "Learn more about successful fundraising from Donorly") when it comes to the following aspects: - **Budget:** Even if the staff or a fundraising committee creates the campaign budget, the board typically has the final say on approving it. The board should consider the resources available to invest in the campaign or work with the staff to adjust a proposed budget based on available finances. - **Campaign timeline:** If the association is launching a larger, time-intensive campaign, the board should discuss the timeline with the staff and make sure it aligns with the strategic plan and any upcoming initiatives. - **Strategic goal setting:** The board may set or approve the topline fundraising goal based on current funding needs, or they may prioritize furthering organizational goals during the campaign, such as member engagement or recruitment. Beyond the planning phase of your fundraising campaign, board members should also provide general financial oversight to ensure the campaign stays within budget. The board should receive periodic check-ins with spending updates, fundraising progress, and answers to any questions. ## Using the board’s networks Board members likely have extensive [personal and professional networks](https://amrms.com/peer-to-peer-membership-renewal/ "Learn more about peer to peer membership renewals from our blog") that your association should be tapping into for its fundraising campaigns. During fundraising campaigns, board members can use their networks to identify potential: - **Major donors:** [Major giving](https://donorly.com/thedonorlyblog/major-gifts "Learn more about major giving from Donorly"), which represents your association’s largest individual donations, is a crucial part of any fundraising campaign. To identify prospects, board members should search their networks for wealthy individuals who have a history of giving to charitable causes, an affinity for your work, and a connection to your association. - **Sponsorship opportunities:** Corporate support can make a major difference in your fundraising abilities, whether they sponsor an event or fund your marketing efforts. Board members may have connections with businesses that have similar values that may be interested in sponsoring your association. - **Partner organizations:** You might partner with other organizations or businesses for a specific campaign to gain access to an additional audience of potential donors. Board members may be involved with a related nonprofit or know of another organization your association could work with. After identifying these prospects within their networks, board members can facilitate an introduction and even manage the relationship if they’re willing. This way, the prospect will feel more comfortable interacting with someone they know and may be more likely to consider giving to your campaign. Board members *should* help fundraise, especially during major campaigns, but they often feel hesitant because of discomfort with solicitation. The association staff and leadership can provide resources to help, and they should make it clear that fundraising is a set of activities that includes not only asking for gifts, but also ambassadorship through networking and community building, stewardship through deepening connections with current and prospective donors, and support of solicitation through facilitating meetings and participation in fundraising events. These activities all meet the expectation of board service. ## Major donor cultivation Since prospective major donors are some of the most important people in your fundraising campaigns, it’s natural for board members to help build and maintain these delicate relationships. Prospects will enjoy getting to know board members while they learn more about your association’s funding needs, and they’ll feel especially valued by your association for putting them in contact with such influential leaders. One resource to consider is [Donorly’s donor cultivation guide](https://donorly.com/thedonorlyblog/donor-cultivation "Learn more about donor cultivations from Donorly"), which explains the four stages in the major donor giving cycle: identification and research, cultivation, solicitation, and stewardship. ![The four stages of the major donor cultivation, as explained in the text above](https://amrms.com/wp-content/uploads/2024/09/Donorly_AMR_Whats-the-Boards-Role-in-Fundraising-Campaigns__Supplemental-1024x1024.png)Board members can play an influential role in both the **cultivation stage** (which includes relationship-building efforts before asking for a major gift) and the **stewardship stage** (efforts to thank, engage, and retain the major donor after they give). The board can even take part in solicitation if they feel comfortable and have played a large role in cultivating the relationship. Board members can take the following actions to cultivate and steward major donors to the association: - Make introductions to major donor prospects - Have lunch or dinner with prospects - Invite prospects to VIP opportunities at your association events - Call major donors to check in and update them on your association’s latest news - Speak with prospects at association events and conferences - Answer prospects’ questions throughout the fundraising process After your association secures a major gift, board members can take part in the [stewardship and retention](https://amrms.com/7-proven-strategies-for-retaining-sponsors-keeping-your-partners-engaged-and-invested/ "Learn more about partner engagement from our blog") process to help keep donors engaged long-term. This might involve periodic check-ins with donors, personal outreach, or public recognition of their support at events. ## Advocating publicly for your association [According to NPOInfo](https://npoinfo.com/charitable-giving-statistics/#associations "Find out some giving stats from NPOInfo"), 57% of associations say that word-of-mouth marketing is one of the top ways they attract support. Board members can help spread the word about your association’s fundraising efforts and serve as public advocates for your association in the community. This can be done on both a formal and informal basis, such as by: - **Speaking at** [**events**](https://amrms.com/popular-association-events/ "Learn more about some popular association events from our blog"), whether that means giving a formal speech or talking to high-profile guests individually. - **Promoting your association to peers** and explaining why it’s worthy of their financial support. - **Hosting networking events** to invite colleagues to learn more about the association at smaller gatherings. One of the most powerful elements that board members bring to the table is telling the story of their personal experiences and relationships with the association. These stories will appeal to potential donors’ emotions and make them feel more connected to your association, increasing their interest in giving. --- For board members new to fundraising or who don’t feel confident taking part, the staff can share resources and support. After campaigns, board members and staff can complete a [self-assessment](https://doublethedonation.com/nonprofit-board-self-assessment/ "Learn more about board self assessment from doublethedonation's website") to hone in on what succeeded and which areas need improvement. The more confident and excited about fundraising your board is, the better results you’ll see from your campaigns. **Categories:** Blog Posts **Tags:** Best Practices, Board, Fundraising --- ### [6 Strategies to Enhance Accessibility at Association Events](https://amrms.com/making-your-event-more-accessible/) **Published:** August 21, 2024 **Author:** Lindsay Plath, CMP **Content:** As association professionals, we have a responsibility to create inclusive and accessible experiences for all attendees. By taking a few steps, we can ensure that everyone feels welcome and can fully participate in our events. While this is by no means an exhaustive list, below are some practical tips to make your next event more accessible: ## 1. **Start by Asking** Asking the right questions in your registration process will ensure that you and your team have the appropriate information to make the necessary accommodations for your attendees. - **Sample Language**: Begin by letting attendees know that your organization strives for inclusivity. Use language like this: “We aim to host accessible events that enable all individuals, including those with disabilities, to engage fully. Please indicate if you require any accommodations to ensure your participation.” - **Dietary Requirements and Allergies**: Ask attendees about dietary needs or [allergies](https://thrivemeetings.com/services/food-allergies/ "Learn more about food allergies at meetings") during registration. Be sure to ask if they have an allergy emergency plan. See point #5 below for more information on accommodating dietary needs. - **Pre-Event Communication**: Reach out to attendees before the event to clarify any questions they may have and provide information about what to expect on-site. - **Site Visit**: Invite attendees to walk/roll the event space the day before the event starts to familiarize themselves with the layout. ## 2. **Consider Neurodivergence** [Neurodivergence](https://www.verywellmind.com/what-is-neurodivergence-and-what-does-it-mean-to-be-neurodivergent-5196627 "Learn more about Neurodivergence from very well mind") is the term for when someone’s brain processes, learns, and/or behaves differently from what is considered “typical.” Did you know that approximately [20% of the global population identify as neurodivergent](https://www.theneuproject.com/ "Learn more about Neurodivergence from The Neuproject")? There is a good chance you have neurodivergent attendees at your events. Below are a few ways to ensure these individuals feel included. - **Pre-Event Communication**: Provide detailed explanations of all activities and materials in advance, including what food will be provided. The more detail you can provide, the more prepared your attendees will feel. - **On-Site Considerations**: - Offer different types of seating. Can you provide high-top tables in the back of the room for those that prefer to stand? - Be mindful of lighting conditions. A transition from a bright room to a dim room can be startling for some. - Create a quiet or Zen room with items to help attendees disconnect and/or calm their minds. Include items such as fidget spinners, noise cancelling headphones, and coloring books. - Turn off fragrance pumps. These are common in hotel common areas and elevators. - Watch [this webinar](https://omnipress.com/webinars/designing-in-person-neuro-inclusive-education-events/ "View the webinar from omnipress on neuro inclusive education events") for additional information and resources. ## 3. **Address Mobility Needs** Ensuring that all attendees can [navigate your event with ease](https://www.mpi.org/docs/default-source/pdf/certificate-programs/ada-mobility-guide-article-for-mpi.pdf?sfvrsn=47a06d55_2 "Learn about physical accessibility needs from MPI") should be top of mind when contracting and planning an event. - **Site Visit**: Walk the event space with mobility needs in mind. Would a wheelchair or scooter be able to easily roll over the carpet and any transitions in flooring? Are door and elevator entrances wide enough? - **Sleeping Room Accommodations**: Gather precise details about ADA-compliant sleeping rooms as many ADA rooms fall short of individuals’ needs. - **Meeting Room Passageways**: Ensure all aisles are wide enough for mobility devices. This may require that you contract for larger rooms. ## 3. **Accommodate Vision & Hearing Impairments** Ensuring accessibility for individuals with vision and hearing impairments is crucial as it promotes equal participation and engagement. By implementing the below strategies, you can create an environment where everyone can fully access and benefit from the content presented. - **Graphics**: Keep visuals simple with minimal text. Be sure to communicate this to your speakers and explain why this is important. - **Color Considerations**: [Be aware of red/green color blindness and use high-contrast colors.](https://www.stinsondesign.com/blog/ultimate-guide-accessible-presentation-design "Learn more about visual impairment needs") - **Microphones**: Use a microphone regardless of room size so all can hear. - **Offer live captioning or ASL interpretation**: For those that request it, live ASL interpretation ensures that individuals can understand and fully engage with the content of your program. - **Reserved Seating**: Offer reserved seating at the front of the room. ## 5. **Cater to Dietary Needs** Accommodating dietary restrictions and allergies is crucial to ensure the well-being and comfort of all attendees. In addition to the above point about asking the right questions in registration, the below steps will help ensure safety for all while on-site. - **Food Labeling**: Ensure food is properly labeled with the [nine most common food allergens](https://www.foodallergy.org/living-food-allergies/food-allergy-essentials/common-allergens?gad_source=1 "Learn more about food allergies at events"), as well as any specific restrictions noted by your attendees. - **Menu Design**: Ask your venue if they can provide a more inclusive option like a build-your-own grain/protein bowl or salad buffet. A Mexican-themed buffet typically provides options for most attendees (be sure to include a vegan protein option and corn tortillas for your gluten-free guests). - **Consult Attendees**: Share the menu with attendees who have complex dietary needs in advance and ask for their preferences. Would they like a special meal prepared or do they feel comfortable eating the planned options? ## 6. **Create a Caregiving Room** Ensuring that there is a [private space for to pump](https://www.bizbash.com/meetings-trade-shows/strategy/article/22860609/accommodating-nursing-mothers-at-events "Learn more about private pumping stations for mothers") or provide care to a child shows inclusivity and support to those individuals. - **Language**: Use the term “Caregiving Room” instead of “Nursing Mother’s Room” to provide a more inclusive space. - **Awareness**: Make sure attendees know the room exists. Provide information about the room in your pre-event communications and your meeting app. Proper signage on-site is key. - **Include the below room amenities**: - Lockable door. - Water, snacks, and a mini-fridge. - Comfortable seating. - Hand sanitizer. - Access to electrical outlets. - Information on the nearest sink if there is not one in the room. Remember, the journey toward inclusivity is ongoing. With each event, strive to make it better than the one before focusing on continuous improvement and personalized experiences. By doing so, you’ll not only meet the needs of diverse attendees but also create a community that values accessibility and celebrates diversity. [Contact AMR today](https://amrms.com/contact-us/ "Contact Us") and Let’s continue this important work together! **Categories:** Blog Posts **Tags:** Events --- ### [Boost Member Retention: Engage, Connect, Renew!](https://amrms.com/a-formula-for-member-retention/) **Published:** July 30, 2024 **Author:** DeLaine Bender CAE **Content:** Strategies for increasing member engagement are a frequent topic for the AMR Blog, for good reason. Engagement is a big factor in renewal, and retaining loyal members over the long term is among the most common challenges that associations and professional societies face. Clearly, it’s not just an issue in the nonprofit sector. Business publications abound with strategies for decreasing churn and increasing customer loyalty. Loyalty is gained when members derive value from their association and feel they belong to a thriving, connected community. That’s why [enhancing the experience of current members](https://amrms.com/peer-to-peer-membership-renewal/ "Learn more about Peer To Peer Membership renewal from our blog")—not just telling our story to prospective members—is critical for retention. Here are some specific challenges within this broader issue: ## **Why do members choose not to renew?** Associations often spend a lot of time and resources motivating prospects to join; but what about retaining them as members? It is arguably an even bigger priority than new member acquisition. Frequent challenges that make members feel disinterest in renewing include: - **Value Perception**: Members may struggle to see the [tangible benefits of their membership](https://amrms.com/4-strategies-to-maximize-your-orgs-membership-program/ "Learn how to maximize your membership program from our blog"), or feel they lack the time to effectively take advantage of their benefits, leading to lower renewal rates. - **Competition**: With numerous associations and even for-profit entities vying for members’ time and attention, standing out can be challenging. A [strong value proposition](https://www.asaecenter.org/resources/articles/an_plus/2021/march/six-ways-to-show-a-strong-value-proposition "Find out how to show a strong value proposition from ASAE") is the key. What is the one thing members can get from association that can’t be obtained elsewhere? - **Economic Factors**: You can’t change economic downturns or budget cuts, which may lead to members not renewing their memberships. But you can create a strong [return on investment,](https://www.asaecenter.org/resources/articles/an_plus/2018/august/how-associations-can-demonstrate-membership-roi "Get more out of the time you put in to your org") which can make it easier for members to justify renewing even when facing financial constraints. ## **Why do members disengage?** Getting (and keeping) members engaged in the association is a top factor in retaining them. Motivating and measuring member engagement may be a struggle, but [disengagement is probably the most critical performance indicator](https://associationsnow.com/2023/10/strategies-for-overcoming-member-disengagement/ "Learn how to overcome member disengagement from Association's now") of your association’s programs and services. Roadblocks to success include: - **Ineffective Communication**: Sharing the wrong messages, in the incorrect medium, or with the wrong frequency can leave members feeling uninformed or disconnected from the association’s activities and benefits. It isn’t about the volume of communication but in creating communication strategies that focus on being germane to member needs. - **Relevance**: Keeping the association’s programs, services and educational offerings relevant to the evolving needs and interests of members can be difficult. Association leaders and staff must learn to be flexible and adaptive, willing to consider sunsetting programs that no longer resonate. - **Participation**: Getting members engaged often means giving them something to do that feels like valuable use of their time. Encouraging members to actively participate in events, committees, and other activities requires consistent effort and innovative approaches. ## **Addressing the Problem** There is no one-size-fits-all answer for how you can create the connected network your association members desire. To help address the challenge, associations and professional societies can focus on the following strategies: 1. **Enhanced Member Benefits**: Continuously develop and promote valuable member benefits that address the specific needs and interests of members and fit with [your association’s strategic plan](https://amrms.com/the-association-strategic-plan-whats-the-point/ "Learn more about strategic planning for associations from our blog"). A good place to start is with a member survey aimed at determining what services are most (and least) satisfactory and valued by members and a second survey to assess member needs. Use the results to challenge your team to devise a portfolio of member benefits that creates unique value. Reissue the surveys at regular intervals to help determine trends and stay ahead on programs that are losing steam. - **Effective Communication**: A recent Marketing General Inc. benchmarking report indicated that diverse and innovative communication tools can result in membership growth for associations ([download the AGI report here](https://go.marketinggeneral.com/l/733823/2024-07-02/bq1hhk/733823/1719926670Yz6osB62/The_2024_Membership_Marketing_Benchmarking_Report.pdf "View the 2024 report")). You can implement [robust communication strategies](https://amrms.com/association-marketing-3-ways-to-reach-your-members/ "Learn more ways to reach your members from our blog") to keep members informed and engaged, using a mix of digital and traditional channels. [Data analytics is an important tool](https://amrms.com/maximizing-member-insights-with-google-analytics-events/ "See why Analytics and data are important tools for an association to have in their toolbelt") to help assess how and when your members prefer to receive communication and the topics that are trending highest in interest level. - **Personalization**: Members are quickly turned off by generic messaging that doesn’t have any applicability in their world. Get off the “unsubscribe” train and [leverage your data to offer personalized experiences](https://amrms.com/association-data-driven-marketing/ "Find out more about data driven marketing from our blog") to members based on their preferences, interests, and professional goals. There are so many software solutions and AI technologies that can assist. - **Engagement Opportunities**: Create diverse opportunities for members to connect with one another and get involved in the association, such as [online networking communities](https://amrms.com/building-community-and-engagement-with-member-networking/ "Learn more about member networking from our blog"), special interest groups, volunteer roles, and professional development programs. The ticket to engagement is [helping members feel they are contributing their time in meaningful ways](https://amrms.com/4-effective-strategies-for-engaging-association-members/ "Learn about strategies for member engagement from our blog"). Avoid anything that might feel like rubber stamping or busy work; instead, meet members where they are. For example, bite-sized opportunities can fit the time members have available to volunteers. - **Feedback Mechanisms**: Regularly seek and act on member feedback to improve services and address concerns promptly. No member wants to feel their voice is not heard, so remember the three-step process: Provide opportunities to give feedback, thank them for their perspectives, and report on how the collective feedback was used. ## **Conclusion** Associations must be proactive and adaptive to thrive in today’s competitive environment, and that includes the way we create connections with and among our members. To quote [Brené Brown](https://brenebrown.com/ "Visit Brene Brown's website"): “I define connection as the energy that exists between people when they feel seen, heard, and valued. . .” By focusing on enhancing the value proposition, utilizing data-driven insights for personalized communication, and providing diverse engagement opportunities, associations can foster strong member loyalty, engagement, and retention. Moreover, continuous innovation in programs and services can help ensure an association remains relevant and valuable to its members. Partnering with an experienced association management company like AMR Management Services can provide the expertise, resources, and strategic support needed to achieve these goals. AMR’s comprehensive services and proven track record in association management can help your organization navigate challenges and seize opportunities for growth. Please [Contact AMR](https://amrms.com/contact-us/ "Visit Our Contact Us Page To Reach Out Today!") for more information. **Categories:** Blog Posts **Tags:** Best Practices, Member Retention, Membership --- ### [Leveraging AI Lead Generation to Expand Associations’ Reach and Impact](https://amrms.com/leveraging-ai-lead-generation-to-expand-associations-reach-and-impact/) **Published:** July 9, 2024 **Author:** Hannah DiLoreto **Content:** **The Challenge** The [Research Chefs Association (RCA)](https://www.culinology.org/ "Visit the RCA Website") faced a common yet critical challenge among associations: [expanding their reach](https://www.asaecenter.org/resources/articles/an_plus/2023/8-august/five-breakthroughs-in-membership-marketing) beyond the existing mailing list of current and former members. With the RCA 2024 Annual Conference approaching, there was a need to attract a broader audience, including corporate chefs and food product developers who might not yet be familiar with RCA. Expanding their reach aimed to increase conference attendance, [grow overall membership](https://amrms.com/revitalize-your-associations-membership-campaign-part-i/ "Learn more on how to revitalize your membership campaign on our blog"), and enhance the association’s visibility and impact within the industry. **The Action** A committee member recommended [Seamless.AI](https://seamless.ai/ "Visit the Seamless AI website"), a powerful lead generation tool designed to address this challenge. Seamless.AI is a real-time search engine that helps users find thousands of targeted contacts in minutes, enabling associations like RCA to quickly and efficiently get in front of the right people. Leveraging this [artificial intelligence](https://www.coursera.org/articles/what-is-artificial-intelligence "Find out more about Artificial Intelligence from Coursera") (AI) tool, we aimed to build a comprehensive and targeted list of potential conference attendees and future members for RCA. Building the List: Using Seamless.AI, we searched for contacts by job title, company, and location. This allowed us to identify and compile a list of corporate chefs, food product developers, and other relevant professionals who might be interested in the conference. The tool’s advanced algorithms ensured that the search results were relevant, providing RCA with a robust list of potential contacts. Outreach: We downloaded the contact information and sent personalized email invitations to the 2024 RCA Conference. Each email included a trackable link to monitor engagement. This personalized approach helped [ensure the emails were targeted and relevant](https://amrms.com/association-data-driven-marketing/ "Learn more about data driven marketing from our blog") to each recipient, increasing the likelihood of positive responses. **The Results** The outreach campaign yielded promising results: Engagement: Of approximately 800 emails sent, RCA received 167 clicks on the trackable links. This indicated a significant level of interest from a new audience segment and demonstrated the effectiveness of AI in identifying and targeting the right professionals. Email Deliverability: Around 100-200 emails bounced or were undeliverable, highlighting an area for improvement in contact list accuracy. Website Traffic: The campaign drove at least 167 new visitors to the RCA website, expanding the association’s reach and increasing the potential for future membership or conference participation. Broader Impact: The initiative was relatively easy to implement and demonstrated Seamless.AI’s efficiency in broadening RCA’s network. As a result, others at AMR have started using this powerful tool to build their own association networks. The rapidly evolving field of AI offers immense potential for tools like Seamless.AI to continue transforming how associations grow and engage with their audiences. This case study showcases how associations can leverage AI tools to boost conference attendance, increase web traffic, and expand their overall reach. With the ability to generate targeted leads quickly, associations can use such tools not only for conference marketing but also for generating sponsorship leads and growing membership. RCA’s experience highlights the practical benefits and potential of integrating advanced AI tools into [association management](https://amrms.com/what-is-association-management/ "Find out more about association management") strategies. [Follow this link to read more of our association management case studies](https://amrms.com/case-studies/ "Read more of our case studies") **Categories:** Case Studies --- ### [How to Transform Your Association’s Members into Donors](https://amrms.com/transforming-association-members-into-donors/) **Published:** July 10, 2024 **Author:** AMR Management Services **Content:** With [over $300 billion](https://donorbox.org/nonprofit-blog/end-of-year-giving-statistics#:~:text=7.,gave%20actually%20increased%20last%20year. "View the end of year giving statistics on the donorbox website") flowing into the nonprofit sector via fundraising efforts in 2023 alone, association professionals like you might be wondering how to get a piece of that pie. If your association is a 501(c)(3), you’re in luck — you can collect tax-exempt fundraising dollars! Even if your association is not a 501(c)(3), you can set up a foundation that can collect donations and reinvest them into your community, allowing you to achieve your association’s mission. **If your association wants to launch** [**its fundraising efforts**](https://amrms.com/6-association-fundraising-ideas-sponsors-will-love/ "Learn more about fundraising from our blog") **on the right foot, start with your most powerful asset — your member community.** After all, their existing connection to your association and belief in your mission primes them to be ideal donor prospects. In this guide, we’ll explore how to deepen your members’ support as donors. Keep in mind that each association has a unique member community dynamic, so your member preferences should shape all of your strategic decisions. ## 1. Offer many ways to give Before you launch your fundraising efforts, you need to determine how you’ll collect donations from your members. Avoid putting all of your eggs in one basket — **diversifying and expanding your ways to give allows members with a variety of giving preferences to contribute.** Consider adding these ways to give to your fundraising strategy: - **Matching gifts.** Some employers [match employees’ charitable contributions](https://www.360matchpro.com/matching-gifts/ "Learn about employee match from 360 match pro") as a corporate social responsibility initiative, often doubling your donors’ original gifts. Promote matching gifts to your members and use a matching gift tool on your donation page to facilitate the submission process. - **In-kind donations.** Do you need physical items to make your mission possible, like a space or materials for your upcoming event? Ask donors to donate in-kind items to your association (they can still get a tax credit, too!). - **Crypto and stock.** [Stock and crypto donations](https://www.infinitegiving.com/giving/crypto-donations "Learn more about crypto donations from infinite giving") can translate to thousands of dollars for your fundraising efforts. Similar to matching gifts, accepting gifts of stock or crypto is easy with an integration on your donation page. These are only a few of the possible ways to give your association can offer. Ask your members about how they’d like to donate and record their feedback so you can continually optimize the giving experience. ## 2. Understand why members like to support your association Knowing *why* your target audience likes to give helps you focus your fundraising efforts from the outset. Plus, by understanding how your members’ giving motivations change over time, you can future-proof your [donor stewardship strategies](https://www.bonterratech.com/blog/donor-stewardship "Learn more about donor stewardship from the bonterra blog"). Get started gauging your members’ motivations by: - **Tracking performance indicators on marketing campaigns**, like click-through and conversion rates, so you know what types of appeals they respond best to. - **Sending surveys to loyal members** to ask what they like most about your association, what they’d like to see from your organization going forward, and why they continue to renew their membership. - **Researching common unconscious giving motivations,** such as social proof and emotional triggers (feeling rewarded, welcomed, and charitable). Once you start to tailor your fundraising appeals based on these factors, test out different formats so you can tell which ones [engage members](https://amrms.com/4-effective-strategies-for-engaging-association-members/ "Learn more about member engagement from our blog") the best. For instance, you might send two different email messages to different segments to see which ones yield a higher open or click-through rate. Then, investigate why and hone in on those strategies in future emails. ## 3. Create a donor-specific impact report You’ve probably heard of annual reports, a staple of nonprofit life — but did you know that you can make an impact report specifically with your donors in mind? In fact, this resource can be used to [attract prospective supporters](https://www.bonterratech.com/blog/donor-acquisition "Learn how to acquire donors from the Bonterra blog") and members to your organization, as it shows your community’s hard work and impact. The best donor impact reports include information about: - Specific donor contributions - Milestones reached and effects on your mission - Financial activity for transparency purposes **No matter how you decide to structure your donor impact report or the information you choose to include, you must use it to** [**tell a story**](https://amrms.com/the-art-of-online-storytelling-5-tips-for-your-website/ "Learn more about storytelling from our blog")**.** Use a narrative structure, complete with a plot and characters, to illustrate how your association is helping others. This inspires your members and makes them eager to learn more about your fundraising efforts and be part of the story themselves. Just ensure you get permission from all members you decide to feature in your impact report and communicate its purpose clearly. ## 4. Create a giving club Chances are, your members joined your association to access the member perks you offer. You can leverage this exclusivity to encourage members to become donors by introducing a giving club. Make giving club membership desirable for your community by offering special benefits on top of member perks, such as: - Monthly catered luncheons or dinners - Branded association merchandise - Access to exclusive networking opportunities and other [association events](https://amrms.com/popular-association-events/ "View some popular events for associations on our blog") - Prizes, like gift cards or experiences To boost member engagement in your giving club further, create an executive board headed by members themselves. Allow them to make decisions for the giving club, such as which events you’ll put on and how you’ll budget for them. ## 5. Show recognition and appreciation for support The best way to gain *and* [retain member donors](https://www.bonterratech.com/blog/donor-retention "Learn more about donor retention from the Bonterra blog") is to show your gratitude for their commitment. After all, your association can’t achieve your purpose without their support, so they deserve your appreciation. Take your donor recognition efforts to the next level by: - Adding their name on a donor wall or Donor Hall of Fame - Sending handwritten thank-you notes - Organizing donor recognition events - Highlighting specific donors at association events No matter how you decide to recognize your donors, ensure you stay authentic. Avoid sending generic “Dear donor” messages — using donors’ first names to personalize messages will inspire giving in the future. Take every opportunity to send heartfelt, personalized messages so your members feel your sincerity. --- Remember, your fundraising efforts will take some time to gain traction as you gauge member preferences and tailor marketing materials accordingly. However, once you hit your stride using these tips, you’ll be able to reach new heights in achieving your mission and giving back to your community. **Categories:** Blog Posts **Tags:** Best Practices, donations, Engagement, Membership --- ### [AMR’s Stephanie Jensen Earns Certified Association Executive Credential](https://amrms.com/amrs-stephanie-jensen-earns-certified-association-executive-credential/) **Published:** July 9, 2024 **Author:** AMR Management Services **Content:** LEXINGTON, Ky. (June 28, 2024) — AMR Management Services (AMR) announced today that Stephanie Jensen, Program Manager, has earned the Certified Association Executive (CAE) credential. Fewer than five percent of all association management professionals have achieved the CAE mark of excellence, which is the highest professional credential in the association industry. Administered by the American Society of Association Executives, the CAE program is designed to elevate professional standards, enhance individual performance, and designate association professionals who demonstrate the knowledge essential to manage an association in today’s challenging environment. Jensen’s achievement will be recognized at ASAE’s national conference in August. “We are proud of Stephanie’s accomplishment, and those of the other CAEs on the [AMR team](https://amrms.com/the-amr-team/ "Visit Our Team Page"),” said AMR President and Chief Executive Officer Nick Ruffin, CAE. “One of our core values is lifelong learning, and we have a well-established commitment to encourage and support employees interested in expanding their skillsets. Professional development strengthens our company, our team, and our support for AMR client-partners.” About AMR Management Services AMR Management Services provides professional [services](https://amrms.com/association-management-services/ "View Our List Of Association Management Services") to a variety of trade associations, professional societies, and other nonprofit member organizations and foundations. Core services include association management, education and events management, financial and membership management, marketing and creative services, and data and technology management. More than 25 national and international organizations rely on AMR for full-service association management expertise. AMR is one of only 19 association management companies to receive the charter accredited designation by the [AMC Institute](https://www.amcinstitute.org/ "Visit The AMCI Website") and is active in the [American Society of Association Executives](https://www.asaecenter.org/ "Visit the ASAE Website"). Download Press Reelase AS A PDF 238.67 KB **Categories:** Press Releases --- ### [The Power of Inclusive Language in Associations: Building a Welcoming Community](https://amrms.com/the-power-of-inclusive-language-in-associations-building-a-welcoming-community/) **Published:** June 26, 2024 **Author:** DeLaine Bender CAE **Content:** Associations are spaces where members from specific professions, fields, or industries can engage, network, and learn. Boards of Directors and association leaders want their associations to be inclusive and valuable experiences for all members. Sometimes, however, we may unintentionally do or say things that make people feel excluded. In our diverse world, associations must strive to create environments that are welcoming and authentic. One powerful tool in achieving this is the use of [precise and inclusive language](https://www.thinkwithgoogle.com/future-of-marketing/management-and-culture/diversity-and-inclusion/precise-inclusive-language/ "Learn more about inclusive language from think with google"). **What is Inclusive Language?** I first heard the term a few years ago at a conference, as I was struck by the examples of non-inclusive language that were shared in the presentation. They included expressions (“I’m so OCD on that” or “that’s so lame,” for example), minimizing terms, or cultural references that are commonly used without recognition of their unintentional impact. Quoting this [blog post from HubSpot](https://blog.hubspot.com/marketing/inclusive-language#:~:text=What%20is%20inclusive%20language%3F,%2C%20socioeconomic%20status%2C%20and%20ability. "Read more on this blog from hubspot"), inclusive language could be described as the “words and phrases you use that avoid biases, slang, and expressions that discriminate against groups of people based on race, gender, socioeconomic status, and ability.” Inclusive language is more than just avoiding offensive phrases, of course. I love this [inclusive language guide](https://www.csueastbay.edu/universitycommunications/inclusive-language-guide.html "Learn more about inclusive language from CSU East Bay") published by Cal State East Bay, one of many you can access on the internet. It reminds us to be mindful of our language—and stay open to being corrected when we make a mistake! **Why Inclusive Language Matters** 1\. Reflects Your Values Beyond being the right thing to do, using inclusive language demonstrates your personal values and reflects the association’s commitment to [diversity, equity, inclusion, and belonging](https://amrms.com/diversity-and-inclusion-case-study-attack-of-the-killer-manel/ "Read one of our inclusivity case studies"). It [acknowledges the power dynamic](https://www.apa.org/ed/precollege/psn/2022/09/inclusive-language "Learn more about inclusive language from APA.org's website") and the value of every person’s unique identity and experience. 2\. Enhances Communication and Understanding Inclusive language ensures that your communications are clear and respectful to all. This goes beyond avoiding offensive terminology and includes creating an equitable level of comprehension for all readers. For example, using plain language and avoiding acronyms and jargon helps everyone understand your message. 3\. Builds a Welcoming Community When members feel seen and respected, they are more likely to engage actively and have a more [enjoyable, safe, and valuable experience](https://amrms.com/crafting-an-effective-association-code-of-conduct-3-essential-steps/ "Learn how to craft an effective code of conduct from our blog") in the association. That contributes to member satisfaction and retention, as well as overall participation in the association. **How to Implement Inclusive Language** 1\. Review and Revise Communications Conduct a thorough review of your association’s communications, such as the website, newsletters, social media, and internal documents. Does the imagery and language reflect inclusiveness? Look for language that may be exclusive and revise it to be unbiased, [person-first](https://www.lwb.org.au/news/embracing-diversity-through-inclusive-language/ "Find out just what person first is in this blog post"), and [gender-neutral](https://www.grammarly.com/blog/gender-neutral-language/ "Learn how to create gender-neutral terms from grammerly"). For instance, we always use “chair” instead of “chairman” and “they/them” as a singular pronoun when gender is unknown or irrelevant. 2\. Acknowledge and Respect Identities Celebrate and recognize the diversity of your association membership. Use language that respects different identities and experiences and refer to individuals by the names and pronouns they have chosen. When discussing topics related to race, ethnicity, disability, or other aspects of identity, use [terms that the respective communities prefer and recognize](https://www.naco.org/resources/featured/key-terms-definitions-diversity-equity-inclusion "Learn more about equity inclusion from NACO"). Understand that language is always changing and there may not be consensus around terminology. 3\. Ask for Feedback—and Use It Create opportunities for members to provide feedback on your association’s use of language. This can help you identify areas for improvement and demonstrate that you value your members’ perspectives. Be open to their feedback, and regularly update your association’s [language guidelines](https://nasaa-arts.org/nasaa_research/inclusive-language-guide/ "VIew this inclusive language guide from NASAA") and communications. **Conclusion** There is much more to explore on the topic of inclusive language. I can’t begin to catalogue the online resources and research from expert sources, which indicates the importance and impact of inclusive language. The key takeaway: as association leaders, we must prioritize every opportunity to create a more [welcoming and diverse community](https://amrms.com/building-community-and-engagement-with-member-networking/ "Learn how to better engage your audience through networking in our blog post"). Adopting inclusive language is one fundamental step towards creating an environment where all members feel valued and respected. **Categories:** Blog Posts **Tags:** Best Practices, Community, Diversity --- ### [4 Tips for Your Association’s Data-Driven Marketing Strategy](https://amrms.com/association-data-driven-marketing/) **Published:** June 11, 2024 **Author:** Gabrielle Perham, MBA **Content:** Whether your association aims to raise cause awareness, boost [event](https://amrms.com/popular-association-events/) attendance, or increase membership, a narrowly focused marketing campaign is the key to inspiring action. Using data to inform your marketing strategy leads to higher enrollment, greater event turnout, and improved membership retention. According to [Deep Sync’s guide to data marketing](https://deepsync.com/data-marketing/ "Learn more about data marketing from Deep Sync"), organizations that use data-driven marketing strategies experience a five to eight times greater return on their initial investment than those that don’t, demonstrating the power of data-backed campaigns. In this guide, we’ll explore four ways that data can fuel your outreach efforts so you can effectively promote your association to current and potential members. ## 1. Update membership information through data enrichment. The United States Postal Service (USPS) estimates that nearly [25% of all mail](https://pe.usps.com/businessmail101?ViewName=DeliveryAddress "Learn more about postal delivery addresses from the USPS") contains address errors, such as a missing apartment number or an incorrect ZIP code. Inaccuracies like these make it more difficult to [reach your members](https://amrms.com/association-marketing-3-ways-to-reach-your-members/ "Learn how to reach your members in our blog") and may cause you to miss out on meaningful support. To revitalize your campaigns and effectively reach your member base, consider [investing in data enrichment](https://deepsync.com/data-enrichment/ "Learn about data enrichment from Deep Sync"). Data enrichment involves using a third-party source to update existing member data and add new information to your association’s records. This process ensures you’re sending messages to the right people. Partnering with a data enrichment provider gives your organization access to a variety of data types, such as updated and accurate: - Demographics, such as age and gender - Contact information, such as phone numbers and email addresses - Net worth - Employment status - Lifestyle information The data you choose to append should align with your larger marketing goals. For instance, if you’d like to run an SMS marketing campaign, enriching your database with updated phone numbers would be beneficial. ## 2. Segment member data for greater personalization. As [Double the Donation’s digital marketing guide](https://doublethedonation.com/digital-marketing-for-nonprofits/ ":earn more about marketing for non profits from Double The Donation") explains, generic outreach—such as emails that start with “Dear valued member” or another similar greeting—isn’t enough to grab your audience’s attention and engage your members. Instead, you must rely on segmentation to personalize your communications. Using your clean and up-to-date membership database, segment supporters based on shared characteristics to better understand their preferences and interests. Associations often segment members based on factors like: - Geographic location - Membership duration - [Member journey stage](https://amrms.com/decoding-member-journeys-with-google-analytics-tracking/ "Learn more about website tracking with Google Analytics from our blog") - Engagement history - Demographics - Communication preferences Once you segment your members into relevant groups, use them to target and personalize your outreach. For instance, if you have a large portion of members who live abroad, you can send them an email that expresses your gratitude for their support from across the world and invites them to explore your virtual involvement opportunities. This level of personalization helps build rapport and encourage loyalty to your association. ## 3. Leverage omnichannel marketing. After segmenting your members, it’s time to appeal to their interests and solicit their support. An omnichannel marketing approach involves using data to meet members across online and offline channels and provide a unified, personalized experience that drives results. Here’s an example of how the process could work when targeting members up for renewal: 1. You [onboard your first-party data](https://deepsync.com/boost-your-first-party-match-rates/ "Learn more about social media advertising from Deep Sync") to use for social media advertising, allowing you to reach members who are up for renewal with ads. 2. You send a renewal email to existing supporters whose memberships are about to expire, encouraging them to click through to the renewal page on your website. 3. When members click on the link, complete the renewal form, and pay their dues, they receive an automated “thank you” message prompting them to explore other involvement opportunities. 4. If a member navigates to the [event registration page](https://www.eventmobi.com/blog/best-event-registration-software/ "Learn more about event registration software from EventMobi") on your website but abandons the page before pressing the submit button, you can use the phone number you have in your database to send them a text message reminding them to register. 5. When members register for an event, they receive another automated “thank you” message from your organization. 6. Finally, you can send personalized save-the-date cards in the mail to keep your association’s event top of mind. Remember to maintain [consistent branding](https://amrms.com/from-palette-to-perception-colors-role-in-brand-strategy/ "Learn more about brand strategy from our blog post") across your print and digital materials. If your audience can recognize your brand across different channels, they’ll be more likely to remember, trust, and invest in your association. ## 4. Collect marketing metrics to measure ROI. Once your marketing campaigns are up and running, measure their return on investment (ROI) through data analysis. Collecting the following [first-party marketing metrics](https://deepsync.com/first-party-data/ "Learn more about first party data from Deep Sync") can help you determine your campaigns’ effectiveness and understand which content resonates most with your members: - **Email open rate.** Find the percentage of recipients who opened your marketing emails. To ensure your emails don’t fall into the spam or trash folder, write compelling subject lines, and keep the frequency of your emails consistent. - **Social media engagement.** Measure how many likes, shares, and comments your posts receive. To boost engagement, tailor your messaging to each social media platform’s specialty. For instance, Instagram is ideal for images while TikTok is meant for short-form video content. - **Website traffic.** Evaluate how many people visit your association’s website, how they get there, and how long they stay. If you notice a low engagement rate or session length, you may need to update your web design, prioritize quick load speed, or include more compelling content. - **Response rate by source.** Divide the number of recipients who responded to your promotional materials on each channel by the total recipients. If your response rate is low, reconsider your target audience and fine-tune your messaging. These metrics only scratch the surface of the data you can collect from your association’s marketing campaigns. Focus on the information that aligns with your goals and paints a clearer picture of your target audience. Then, use this data to make informed decisions about your current and future outreach efforts. For instance, if your campaign is centered around recruiting [younger members](https://amrms.com/5-proven-techniques-to-engage-young-professionals-in-associations/ "See how to engage young professionals in our blog post"), you should track where this demographic engages with your association—whether through email newsletters, social media announcements, or online ads—and focus your efforts on the high-traffic channels. --- Data-driven marketing is an ongoing process. To maximize your results, regularly collect, assess, and update information about your members. If you stay consistent, you’ll create highly targeted campaigns that grab your audience’s attention and foster long-term partnerships with your members. **Categories:** Blog Posts **Tags:** Best Practices, Data, Membership --- ### [How to Harness Peer-to-Peer Networks for Membership Renewal](https://amrms.com/peer-to-peer-membership-renewal/) **Published:** June 5, 2024 **Author:** AMR Management Services **Content:** As the main source of your member-based organization’s revenue, securing membership dues is undoubtedly one of your association’s biggest priorities. [Strengthening your relationships](https://amrms.com/4-strategies-to-maximize-your-orgs-membership-program/ "Read more about membership growth strategies on our blog post") with existing members is less time- and resource-intensive than cultivating new connections from scratch, which is why membership renewal is so important. Plus, the more members who renew, the larger and stronger your community will be. In this guide, we’ll review different strategies for improving your organization’s membership renewal efforts using one of your strongest assets—your membership community itself. By optimizing the member experience and harnessing the [powerful connections within your community](https://amrms.com/building-community-and-engagement-with-member-networking/ "Learn more about member engagement through networking o n our blog post"), you can make renewal an easy choice for members. ## 1. Start a member-to-member mentorship program. Whether you [represent a union](https://www.unionware.com/ "Learn more about unions from unionware"), an association, or any other type of member-based organization, many of your members likely joined to leverage professional development opportunities. As a leader in your organization, it’s your job to facilitate the most meaningful, relevant opportunities for your members. Who better to help them than a fellow member with wisdom and advice to provide? By implementing a member-to-member mentorship program, you help your community get the most [value out of their membership](https://nxunite.com/membership-benefits/ "Learn more about membership benefits from NXUnite"), increasing the likelihood they’ll renew. To start your member-to-member mentorship program strong, follow these tips: - **Use matching criteria.** Create optimal mentor-mentee partnerships by asking targeted questions on your signup form. For instance, you might ask mentees what their goals for the partnership are, whereas you might ask mentors what development niches they feel passionate about. Also, ensure you match based on logistical details such as availability to make it easy to set up meetings. - **Provide an enrichment budget.** Incentivize members to participate by providing each mentor-mentee pair with a budget they can use to strengthen their sessions. For example, a mentee might use their budget to sign up for online enrichment classes that accelerate their learning. - **Help mentors grow.** Both mentees *and* mentors should gain value from the experience. Ensure mentors feel fulfilled and supported by your team by coaching them before they take on a mentee and implementing their feedback on your program. The member-mentee relationship takes time to develop but will pay off significantly. This program provides your members with a trustworthy support network, which is crucial for maintaining their interest in your organization and renewing their membership. ## 2. Add affinity groups. Allowing members to connect on non-professional aspects of their lives can give the membership experience a more casual, welcoming, and personal feel, reducing burnout and [encouraging membership engagement](https://fonteva.com/association-member-engagement/ "Learn more about member engagement from fonteva"). Empower your members to forge deeper relationships with each other by organizing affinity groups. Affinity groups can focus on any part of your members’ identities, such as gender, ethnicity, or religion. Many organizations give affinity groups a budget to throw events relevant to the group’s focus; for example, an Indian-American affinity group might use its budget to host a Diwali celebration for the entire organization. **The key to having successful affinity groups is to let your members drive the process from start to finish.** This way, your members feel heard and the affinity groups feel more genuine. Here’s how your organization can start your affinity group program: 1. **Establish an affinity group management committee composed of members** to oversee the program’s launch. 2. **Establish ground rules,** such as reporting requirements for group leaders and budgetary limits. 3. **Open applications** to the entire organization and [market the program](https://amrms.com/3-expert-marketing-strategies-to-increase-event-attendance/ "learn more about event marketing from our blog"). 4. **Review the applications** and approve them based on your budget and demand from other members. 5. **Provide training resources** to affinity groups so they know how to interface with your management team. After you have an initial slate of affinity groups, ensure your committee keeps in touch with the affinity group leaders so you can help them navigate any issues. Then, report on the program’s success in boosting renewals by asking renewing members if affinity groups played a part in their decision. ## 3. Use gamification to incentivize participation. Promoting friendly competition between your members is a great way to get them involved in your activities, boosting their renewal potential. Incentives can also give your association a more lighthearted and exciting atmosphere. The easiest way to incorporate gamification into the member experience is with a points system. Quantify different ways your members can interact with your organization according to how much effort or dedication is required. For example, you might assign attending a conference with 10 points and becoming a member mentor with 50 points. Whoever hits the designated points threshold at the end of the quarter or year can win a prize, like a gift card, tickets to an event, or branded merchandise. **Managing your renewal contests is only possible with** [**membership management software**](https://www.unionware.com/news-stories/best-union-software/ "learn more about member management software from Unionware"). The ideal system can track metrics like how many points are attributed to each member and which prizes have been claimed. Also, choose a system that can display these metrics on a public leaderboard to encourage participation. ## 4. Launch member-led programs and events. Empower your members to shape their own experiences with your organization by letting them plan their own programming. When members launch their events and invite their peers, they’ll build a supportive community and help members learn from each other. For instance, a union might invite members to present a webinar on organizing or negotiating techniques via their [online membership site](https://www.unionware.com/labor-union-app "Learn more about labor union apps from Unionware"). Or, a medical society might hold a virtual roundtable where members share their experiences in mentoring young talent. To offer member-led events, you need to determine several characteristics ahead of time, including: - How the program will be considered by your team (i.e., if a formal proposal is required) - The criteria for getting the event approved - The budget allocated to each event - How each [event will be marketed](https://amrms.com/elevating-event-marketing-for-associations/ "Learn more about event marketing from our blog") - What supplies your organization will provide - What types of programs and events are permitted Once you’ve finalized these details, create a resource answering frequently asked questions and providing contact information so interested members can learn more. Then, when members submit proposals and you approve programs, you can start scheduling events. --- Your members are the lifeblood of your organization, so their opinions are critical for your team to consider. Ensure that while you roll out these programs you gauge how your members feel about them and note how your renewal rates change over time. If you notice a sudden jump or gradual dip in renewals, you might brainstorm new and improved renewal efforts to add to your overall strategy. **Categories:** Blog Posts **Tags:** Best Practices, Membership --- ### [Skyrocket Your Efficiency: 5 Essential Productivity Basics](https://amrms.com/skyrocket-your-efficiency-5-essential-productivity-basics/) **Published:** June 28, 2023 **Author:** DeLaine Bender CAE **Content:** Are you the unfortunate owner of a project list that never seems to get any shorter? Busy association management leaders and staff can relate to that quandary. Part of the challenge and appeal of [association management](/what-is-association-management/ "Find Out More About Association Management") is the challenging tempo and wide variety of duties in our workday, but the pace can be intimidating. To increase your productivity and get more done each day, here are some strategies to try: 1. **Schedule your day:** I sleep better at night when I know I’ll start the next day with an organized list of things on my plate. Be consistent in where and how you manage your [to-do list](https://www.indeed.com/career-advice/career-development/managing-to-do-list "Learn How To Manage Your To Do List On Indeed") or task schedule, so you don’t end up with notes here, there, and everywhere. As a remote-first employer, AMR uses the [Basecamp](https://basecamp.com/articles/best-remote-work-management-practices "Learn More About Basecamp") cloud-based project management system so shared projects are organized, time-bound, and visible to the whole team. There are many excellent [task/time management software](https://novoresume.com/career-blog/improve-time-management-skills#use-time-management-apps "Learn More About Time Management Apps ") options available, and the “best” one ultimately depends on your specific needs and preferences. 2. **Prioritize tasks**: Don’t just make a list of tasks you need to complete – [prioritize your work](https://www.businessmanagementdaily.com/69064/how-to-prioritize-your-work-simple-steps-to-keep-on-track/ "Learn How To Prioritize Better") so you can focus on the items that really move the needle. Start by identifying the most urgent and important tasks that need to be accomplished. Focus your time on high-priority items that align with your goals and have the most significant impact, and [delegate tasks](https://www.forbes.com/sites/ashiraprossack1/2020/09/26/how-to-delegate-effectively/?sh=5c71bbb220e1 "Learn How To Delegate") that can be done by others. 3. **Set clear goals:** I find I can avoid being overwhelmed and stay more focused by breaking down projects into manageable chunks, which helps me [avoid procrastinating](https://www.boisestate.edu/coen-mbe/2021/04/20/5-ways-to-stop-procrastinating/ "Learn How To Avoid Procrastination") on big projects. Weekly goal setting is a worthwhile technique to establish specific and measurable goals for what you want to achieve each day. Clear goals provide direction and motivation, helping you stay on track and accomplish more. No ice cream (or whatever reward you like) if you go off track with a low-priority tangent! 4. **Manage your time effectively:** Plan your day in advance and allocate time blocks for different tasks. Try productivity techniques like the [Pomodoro method](https://www.themuse.com/advice/take-it-from-someone-who-hates-productivity-hacksthe-pomodoro-technique-actually-works "Learn How To Be More Productive") (working in focused bursts with short breaks) or [timeboxing](https://hbr.org/2018/12/how-timeboxing-works-and-why-it-will-make-you-more-productive "Learn More About Time Boxing") (assigning fixed time slots for specific activities) to improve your time management. You’ve probably heard of Parkinson’s Law, which says work expands to fill the time allotted to complete it – so avoid that by setting realistic and reasonable amounts of time on your calendar for specific tasks and sticking to it. When the timer says stop, move on. 5. **Focus, focus, focus:** As a serial multitasker, I can tell you multitasking does not work! [Multitasking decreases productivity](https://health.clevelandclinic.org/science-clear-multitasking-doesnt-work/ "Learn Why MultiTasking Doesn't work") because you are not focusing your full attention and brain power. Make a commitment to focus on one task at a time, complete it, and then move on to the next. This approach allows you to give your full attention to each task and complete them more efficiently. Also, minimize distractions that may hinder your productivity by turning off notifications, organizing your workspace/files, and creating a [productivity-conducive work environment](https://www.entrepreneur.com/living/10-ways-to-create-a-more-productive-work-environment/336044 "Learn More About Productivity at work"). Remember, productivity is a personal journey, and what works for one person may not work for another. Experiment with different strategies and techniques to find the ones that work best for you. --- **About AMR Management Services** If your professional society or trade association could benefit from skilled professional management support, AMR Management Services is here to help. We are an accredited, full-service association management firm supporting national and international associations clients of all sizes. [Contact us today](/contact-us/ "Contact Us For More Info On Our Association Management Services") to learn more about how we can help you take your association to the next level. **Categories:** Blog Posts **Tags:** Best Practices --- ### [Crafting an Effective Association Code of Conduct: 3 Essential Steps](https://amrms.com/crafting-an-effective-association-code-of-conduct-3-essential-steps/) **Published:** May 22, 2024 **Author:** DeLaine Bender CAE **Content:** As the executive team liaison to many AMR Management Services clients, I spend a great deal of time participating in meetings of our clients’ Boards of Directors. One of my roles is to provide strategic guidance when association leaders are faced with sensitive issues—including Code of Conduct violations. A Code of Conduct is an association policy intended to define [standards and expectations for behavior](https://online.hbs.edu/blog/post/ethics-and-accountability-in-the-workplace "Learn more about accountability in the workplace from HBS") within the association and describe the [enforcement processes](https://www.asaecenter.org/resources/articles/an_plus/2023/4-april/best-practices-to-maintain-an-enforceable-code-of-conduct "Learn how to enforce a code of conduct from the ASAE website") applied to those who don’t comply. If this feels negative to you, flip the script. A Code of Conduct sets the tone for respectful, positive interaction among the whole community (members, leaders, conference attendees, staff, etc.) and creates the safe, welcoming environment we expect. If a individual acts inappropriately, a Code of Conduct also provides a framework for addressing the issue fairly. Following the process in the code helps ensure all parties are held to the same standards, demonstrates the association’s commitment to upholding its core values, and ensures compliance with [lawful and ethical practices](https://www.boardeffect.com/blog/ethical-responsibility/ "Learn more about your ethical responsibilities as a board member"). From my seat as a career association management professional, an effective Code of Conduct (or a [Code of Professional Ethics](https://www.yourmembership.com/blog/code-ethics-important/#:~:text=Here%20are%20some%20key%20aspects,compliance%20requirements%20for%20the%20profession "Learn more about why a code of ethics is important from the your membership website") if you prefer) is an important addition to your policy manual. But like a good strategic plan, the code and related processes must be carefully crafted, well written, properly vetted, and given a prominent level of visibility. How can you ensure your Code of Conduct is effective? ## **1 Make it clear and easily understood** At a high level, a good Coded of Conduct is comprehensive, flows logically, and is written in [plain language to promote comprehension](https://www.plainlanguage.gov/about/definitions/ "Learn more about writing in plain language from plainlanguage.gov"). It should also describe processes for reporting and addressing violations, enforcement measures, and appeals. If you don’t already have a code, the [American Society of Association Executives](https://www.asaecenter.org/resources/articles/an_plus/2021/may/advice-for-creating-a-code-of-conduct-in-your-association "Learn more about creating a code of conduct from the ASAE website") offers guidance and templates for ASAE members. I also highly recommend engaging an attorney who is well-versed in the legal needs of associations to be sure your code is solid, especially if the scope includes professional ethics or standards beyond association-specific conduct. ## **2 Make it highly visible and accessible** For a Code of Conduct to be effective, members and event participants must be aware of it. You can, for example, make your code a required review in the membership application and easily accessible on the association’s website. [Event conduct guidelines](https://www.asaecenter.org/resources/articles/an_plus/2019/october/why-and-how-to-develop-an-event-code-of-conduct "Learn more about code of conduct development from the ASAE website") can be included in the registration process and can also visible onsite (in materials and signage, for example) at events. Clearly, our association [meetings, conferences, and other educational events](https://amrms.com/innovating-a-better-conference-part-four-using-design-thinking-to-enhance-association-conferences-meetings-and-events/ "Learn more about design thinking in our blog post") are more enjoyable and productive when attendees feel safe and respected. Being transparent about the Code of Conduct also helps [build accountability and trust](https://amrms.com/building-trust-strengthening-the-bond-between-association-boards-and-staff/ "Learn more about board accountability in our blog post"), as members see your leadership is committed to upholding the association’s principles. ## **3 Enforce the policy and follow the process** Every member of the Board of Directors (and anyone in a leadership position) should understand the Code of Conduct and [their responsibilities](https://amrms.com/the-art-of-engaging-your-association-board-7-top-strategies-for-success/ "Learn more about being the best board you can be for your association"). A good start is to include it in your board, committee, and staff orientation sessions. An annual reminder/review by the board is another good practice. After all, an association policy has no value if it is not known and properly enforced. Deviating from the policy or process may erode confidence in the board’s leadership, lead to accusations of favoritism, and even [put the association in legal jeopardy.](https://www.asaecenter.org/resources/articles/an_plus/2018/february/harassment-at-events-liability-concerns-and-prevention-best-practices "Learn more about liability from the ASAE website") On the other hand, consistency fosters a culture of trust, integrity, and respect. ## Conclusion In short, to be effective, your association’s Code of Conduct must be comprehensive, enforceable, easily understood, and well known. It should set clear expectations and provide a framework for addressing and resolving any issues that may arise. Vetting by an attorney will help protect the association and the board. If your association doesn’t have a well-crafted Code of Conduct—or if it has been more than a hot minute since your Board of Directors reviewed it—do not wait! As an accredited association management company, AMR Management Services can help you establish a solid portfolio of association policies. If your association could benefit from [professional management support](/association-management-services/ "View our list of Association Management Services"), please [contact AMR](/contact-us "Visit our contact form to get in touch with us") for more information. **Categories:** Blog Posts **Tags:** Best Practices, Code Of Conduct, Ethics, Policies, Policy Manual --- ### [5 Most Popular Association Events and How to Host Them](https://amrms.com/popular-association-events/) **Published:** May 8, 2024 **Author:** Daria Knupp, CEM **Content:** An increasing number of associations are recognizing the value of engaging with existing and prospective members by hosting events. Thanks to event and membership management tools, associations of all sizes and resources can put together an event calendar that excites their members. In this article, we’ll discuss the benefits of hosting association events, what type of events to consider, and the steps for [planning engaging and impactful gatherings](https://mya2zevents.com/blog/how-to-plan-an-event/ "Learn how to plan an event from the mya2zevents blog"). ## Why Associations Should Host Events **From fostering growth to enhancing visibility and influence**, hosting events is a strategic move for any association aiming to boost its profile and extend its impact. Each of the following benefits plays a crucial role in the holistic development and sustainability of your association: - **Events create** [**networking opportunities**](https://amrms.com/building-community-and-engagement-with-member-networking/ "Learn more about member engagement and networking from our blog")**.** Hosting events positions your association as a key facilitator of professional connections, which adds value to your membership program. Eventually, you’ll be able to attract a diverse array of professionals eager to expand their networks and foster a community built on shared interests and mutual support. - **Events encourage professional development for members.** Many people join associations to advance their education and careers. By organizing workshops, seminars, and conferences, you can provide valuable learning opportunities and industry insights. - **Events increase member engagement.** Events create numerous touchpoints, from social gatherings to annual conferences, that keep members involved and invested in your association. This heightened engagement leads to increased member satisfaction and loyalty, critical factors in the long-term success of any association. - **Events bring in more revenue.** For many associations, finding new revenue streams is a constant goal. Events can bring in revenue through various channels such as ticket sales, [sponsorships](https://mya2zevents.com/blog/how-to-get-event-sponsors/ "Learn more about event sponsorship from mya2zevents blog"), exhibition space, and the promotion of paid memberships. This influx of funds not only covers the costs of the events themselves but also supports other association activities, contributing to your overall financial health and sustainability. Ultimately, planning events can significantly elevate your association’s profile, positioning your organization as a thought leader within your industry. This can enhance your visibility and influence, helping you grow your membership base over time. ## 5 Top Associations Events to Offer Your Members There are many event types and formats associations can choose to offer their members, though the ones you plan will depend on your goals and resources. Here are the five most popular events for associations: ### 1. Conferences [Conferences](https://nxunite.com/nonprofit-conferences/ "Learn more about non profit conferences from NXUnite") are formal gatherings within specific industries or fields designed to disseminate knowledge, share emerging trends, and facilitate networking. These events explore the latest industry developments and trends through: - A lineup of expert speakers - Engaging breakout sessions - Panel discussions Conferences will often have an associated theme that guides the types of speakers and topics for discussion. For attendees, these events are excellent opportunities to connect with other professionals, exchange ideas, and gain insights that can significantly impact their work and career growth. ### 2. Trade Shows & Expos Trade shows and expos are events that bring together diverse participants from various organizations and businesses within an industry. These events extend beyond the scope of standard conferences by taking place in [extensive exhibition spaces](https://mya2zevents.com/blog/exhibition-management/ "Learn more about Exhibition management from mya2zevents website") where companies can showcase their latest products and services. Additionally, trade shows provide ample sponsorship opportunities and often feature industry leaders as speakers, making them a popular gathering for networking and business development. ### 3. Networking Events Dedicated networking events allow association members to meet, interact, and form business connections. Depending on your goals and members’ preferences, networking events can be: - Casual meet-ups - Social hours - Career fairs - Professional mixers Ideal for both small and regional associations, networking events can foster stronger community ties and support members in their professional endeavors. ### 4. Skill Development Workshops Skill development workshops address specific competency gaps within an association’s membership. These workshops provide members with training and upskilling opportunities in areas such as: - Technology - Leadership - Marketing - Industry-specific skills Even smaller associations can effectively organize these workshops and use them as an effective tool for member development and engagement. ### 5. Panel Discussions and Forums Panel discussions and forums are essential for addressing the immediate and long-term impacts of new regulations, geopolitical changes, or other significant events affecting an industry. By gathering experts, policymakers, and thought leaders, these events facilitate in-depth discussions on important topics, offering clarity and guidance to members. You can choose from both in-person and online formats for these discussions to enhance your association’s role as a thought leader within the industry. ## How to Host an Association Event By hosting events, your association can [enhance member engagement](https://amrms.com/4-effective-strategies-for-engaging-association-members/ "Learn more about member engagement from our blog"), promote professional development, and boost its industry presence. Use this general roadmap to guide your event planning process: 1. **Define your objectives and target audience.** Start by clarifying the purpose of the event. Whether it’s networking, professional development, or industry showcasing, having clear objectives will guide all other aspects of planning. Then, identify your target audience to tailor the event content and marketing strategies accordingly. 2. **Plan the event format and content.** Decide on the type of event that best suits your objectives—be it a conference, networking event, or panel discussion. Plan the content around what will offer the most value to your members. This could involve keynote speakers, breakout sessions, or training modules. Ensure the content aligns with the latest industry trends, event theme, and member needs. 3. **Outline your budget and funding.** Outline a budget that covers all aspects of the event, including venue, speakers, marketing, and technology needs. Take into account various funding sources such as ticket sales, sponsorships, and exhibitor fees to finance the event. [Transparent budget planning](https://amrms.com/4-best-practices-for-association-financial-management/ "Learn more about financial management for associations from our blog") helps in managing expectations and the scope of the event. 4. **Choose your venue and event technology.** Select a venue that aligns with your event’s size and style. For larger events like conferences and trade shows, consider space for breakout rooms and exhibition areas. For virtual components or entirely online events, invest in reliable technology platforms that support streaming, interactive sessions, and virtual networking. 5. **Market your upcoming event.** Develop an [event marketing strategy](https://amrms.com/elevating-event-marketing-for-associations/ "Learn more about event marketing for associations on our blog") to promote the event to your target audience. Use email campaigns, social media, and partnerships to reach potential attendees. Tailoring your marketing messages to highlight the unique benefits of attending the event can boost registrations. 6. **Coordinate your event logistics.** Coordinate all logistical aspects of the event with your team, from registration processes and speaker schedules to catering and on-site support. Develop a comprehensive event agenda to tie everything together and create a smooth experience for attendees, speakers, and sponsors. 7. **Engage participants during the event.** Foster engagement by encouraging interaction among attendees and between attendees and speakers. Use live polls, Q&A sessions, and networking breaks to keep the energy high and participants involved. After the event, follow up with attendees to express gratitude for their participation. Ask for feedback through surveys to gauge the event’s success and identify areas for improvement. This information is invaluable for planning future events and continuing to align with member interests. --- If your association is sitting on the sidelines watching other larger organizations conduct trade shows, workshops, and networking opportunities, it may be time to get in the game. Start hosting events to [expand your membership program](https://amrms.com/4-strategies-to-maximize-your-orgs-membership-program/ "Learn more about membership programs on our blog"), build your brand, and generate more revenue over time. **Categories:** Blog Posts **Tags:** Best Practices, Events, Meetings --- ### [7 Proven Strategies for Retaining Sponsors: Keeping Your Partners Engaged and Invested](https://amrms.com/7-proven-strategies-for-retaining-sponsors-keeping-your-partners-engaged-and-invested/) **Published:** April 17, 2024 **Author:** DeLaine Bender CAE **Content:** As association management professionals, we know building strong and lasting relationships with sponsors is essential for the association’s success. [Sponsors are valuable partners](https://amrms.com/reimagining-sponsorship-to-create-a-win-win-win/ "See how you can reimagine sponsorship on our blog"), providing financial support, subject matter expertise, expanded reach, and enhanced opportunities for member engagement and professional development. Sponsor retention is an absolute must. When existing sponsors pause or withdraw their participation in the association, the impact can be significant and extends far beyond the budget impact. Sponsors may reduce or eliminate their participation for a variety of reasons, from changing business priorities and financial constraints to the perception of misalignment with the company’s marketing goals and insufficient return on investment (ROI). While the first two may be out of your control, there are methods to strengthen the bond with sponsors and prove your association’s ROI. What can you do to ensure your association can retain sponsors as long-term partners? ## **1. Review and Diversify Sponsorship Opportunities** At least annually, evaluate your [comprehensive (year-round) sponsorship packages](https://www.itagroup.com/insights/event-marketing/sponsorship-packages-enhance-events "Learn more about sponsorship from ITA Group") and [event sponsorship options](https://www.yourmembership.com/blog/sponsorships-to-offer-at-events/) to ensure they are attractive, competitively priced, and aligned with sponsor needs and expectations. A good starting point is to look at what options sell easily, and which options are less popular or do not sell at all. It is tempting to add an extensive list of benefits in a package to justify a higher price, but that does not enhance ROI if the listed benefits don’t create value for a particular sponsor. For instance, some sponsors are solely interested in speaking or providing opportunities for members to be hands-on with a product. In this case, throwing in other benefits may just muddy the water without increasing the ROI. ## **2. Communicate the Value Proposition** How much do your sponsors know about the association and how it can meet their marketing goals? Ensure you understand and communicate the [value proposition](https://meetingmediagroup.com/article/your-value-proposition-is-the-key-to-building-sponsor-relationships "Find out how to build sponsor relationships from meeting media group") of sponsoring the association, emphasizing the relevant demographics of the membership as well as benefits to sponsors, such as brand exposure, networking, thought leadership, and access to their target audiences. This requires your team to acquire and track data about your audience, as well as gaining an understanding of the sponsor’s interests. ## **3. Conduct Market Research** [Researching the market](https://www.classy.org/blog/nonprofits-guide-market-research/ "Learn how to do market research as a nonprofit from classy") will help you better understand whether opportunities are attractive and priced competitively. Who you are competing with for the sponsor’s dollars and attention, and what benefits and opportunities do these competitors offer? Find out where else your sponsors are spending their marketing dollars, speaking, exhibiting, or providing other types of thought leadership, so you can tailor offers, messaging and outreach methods accordingly. ## **4. Expand Your Target Audience** Working within the constraints of your association’s requirements, explore opportunities to expand the audience that sponsors can expect to reach through your association. New demographic categories or industries may increase the ROI for current sponsors and attract new sponsor companies you might not have previously targeted. [Partnering with other associations](https://www.rbwstrategy.com/the-importance-of-partnership-and-collaboration-in-the-non-profit-sector/ "Learn more about collaboration from RBW Strategy") may prove helpful to expanding your sponsors’ visibility. ## **5. Measure and Report ROI** Data is crucial for providing sponsors with tools to [measure the effectiveness of their sponsorship](https://www.linkedin.com/advice/0/how-can-you-measure-effectiveness-event-sponsorship-b75yc#:~:text=You%20should%20look%20at%20both,the%20brand%20perception%20and%20awareness. "Learn how to measure sponsor event effectiveness from this linked in article"). You can make it easy for your sponsor contacts to justify their spend by proactively sharing key performance indicators such as brand impressions, website traffic, lead generation, and attendee engagement to showcase the value of sponsorship. Many of our client-partners have [sponsor committees, focus groups, or provide an annual report](https://amrms.com/building-blocks-for-long-term-partnerships/ "Learn how to build long term partnerships from our blog") to top-level sponsors that serves as a thank you as well as reminding them of the ROI—just in time for next year’s budget determination. ## **6. Cultivate Relationships** Building personal relationships with your sponsors helps ensure they see you as a partner, which enhances their satisfaction and builds loyalty. If you lose a sponsor, call them to understand why, just as you would want to understand what attracted a new sponsor. This is valuable insight for your team. They may be looking for [something new or unique](https://amrms.com/6-association-fundraising-ideas-sponsors-will-love/ "Learn some nifty fundraising ideas from our blog"). Seek feedback from sponsors to understand their needs and preferences, and proactively address any issues or concerns they may have. ## **7. Develop a Sponsorship Retention Strategy** A sales plan is a tried-and-true method for associations to build successful sponsorship programs, but most often focuses on acquiring new sponsors. Consider incorporating a section on [sponsor retention strategies](https://amrms.com/building-blocks-for-long-term-partnerships-part-2/ "Find out even more about long term partnerships from our blog") in your sales plan, so that you can document and track how you are solidifying and nurturing existing relationships. Prioritize sponsor retention efforts by providing ongoing value, engagement opportunities, and support to existing sponsors. Offer renewal incentives, exclusive benefits, and recognition opportunities to incentivize sponsors to continue their partnership with the association. By implementing these recommendations, associations can effectively address the challenge of losing sponsors and create lasting relationships to support their mission and initiatives. Three essential keys for retaining sponsor support over the long term are building strong relationships, delivering tangible benefits, and continually demonstrating ROI. **Categories:** Blog Posts **Tags:** Best Practices, Conferences, Events, Sponsors, Sponsorship --- ### [Elevating Event Marketing for Associations](https://amrms.com/elevating-event-marketing-for-associations/) **Published:** April 10, 2024 **Author:** Lindsay Plath, CMP and Madison Wallace **Content:** In today’s bustling event landscape, where myriad options vie for attendees’ attention, the challenge of encouraging attendance looms large for associations. Standing out amidst the noise requires more than just hosting an event—it demands a strategic approach to event marketing. Associations must navigate through the sea of competing events by crafting compelling narratives, highlighting unique value propositions, and engaging audiences in meaningful ways. In this blog, we delve into the art of event marketing for associations, exploring strategies to not only attract attendees but also to leave a lasting impression in a crowded marketplace. ## **1. **Understand Audience Needs**** Tailoring your communication approach is crucial, and that begins with understanding your audience inside out. Dive deep into research to uncover their interests, pain points, and what motivates them. Once armed with this knowledge, craft messaging that will speak directly to their interests and align with their aspirations. This ensures that you are highlighting value propositions that resonate. But don’t stop there—make it personal. [Share compelling stories](https://amrms.com/the-art-of-online-storytelling-5-tips-for-your-website/ "Learn More About The Art Of Online Storytelling on our blog") illustrating the impact of your event. By doing so, you humanize your event, forging deeper connections with your audience. ## **2. Explain Networking Opportunities** In today’s digital age, people yearn for connections and a sense of community. [Networking opportunities are often a significant draw for attendees](https://www.eventible.com/learning/attending-conferences-benefits/ "Learn More About The Benefits of Attending Conferences from Event Brite"), so make sure to highlight them prominently. Whether it’s dedicated networking sessions, roundtable discussions, or informal gatherings, emphasize the avenues for building meaningful connections. After all, networking isn’t just about exchanging business cards—it’s about forging genuine relationships that can lead to professional growth, collaboration, and different perspectives. Take it a step further and offer mechanisms for engagement that extend before and after the event. One effective strategy is to create a dedicated event community platform where attendees can connect, interact, and collaborate before, during, and after the conference. By creating this space, you not only build anticipation for the event but also lay the groundwork for meaningful connections to blossom long before anyone sets foot on-site. This proactive approach can be particularly transformative for introverted attendees or those attending for the first time, offering them a comfortable space to initiate conversations, seek out like-minded peers, and form connections that will enhance their in-person event experience. ## **3. Provide Ample Information** It’s important to recognize that conferences can be overwhelming, particularly for first-time attendees and neurodivergent individuals. Therefore, it is imperative that your event information is easily accessible and comprehensive. There’s nothing worse than going to an event website and leaving with more questions than you started with. Or registering for a conference, and then not hearing from the hosts until you get on site. [Provide detailed information ahead of time, including venue layouts, schedules, and FAQs](https://mya2zevents.com/blog/how-to-write-an-event-faq-tips-sample-questions/ "Learn How To Create FAQs from My A2Z Events"), to alleviate anxiety and promote a more inclusive experience. If you are hosting a virtual event, offer a virtual tour of the platform to familiarize attendees with navigation and features. By anticipating attendees’ needs and providing comprehensive information, you demonstrate your commitment to delivering a seamless and informative event experience. Remember, a well-informed attendee is an engaged attendee. ## **4. Use Your Data** [Harness the power of data to uncover attendee insights and unveil invaluable](https://amrms.com/ga4-reporting-the-associations-new-best-friend/)[patterns and preferences](https://amrms.com/ga4-reporting-the-associations-new-best-friend/). Through [predictive models](https://business.adobe.com/blog/basics/predictive-modeling), you can analyze past attendee behavior, such as registration patterns, session preferences, and engagement levels to better customize content and communication strategies. Moreover, [predictive models offer the ability to proactively identify potential churners](https://business.adobe.com/blog/basics/predictive-modeling "Learn more about predictive modeling from adobe business")—attendees at risk of disengagement or dropout. Armed with this foresight, you can intervene early with targeted communication or incentives to retain. As an added plus, this data can also be used to forecast attendance and demand for specific sessions or activities, facilitating seamless logistics planning, resource allocation, and venue management. Embrace the power of data-driven decision-making to elevate attendee satisfaction and optimize event outcomes. ## **5. Promote the Education Benefits** At the core of any association event is education. Therefore, highlighting the educational aspects of your event is fundamental to its success. When showcasing specific sessions, emphasize not only its relevance and value but also the tangible knowledge and skills participants stand to acquire. Craft promotional materials that spotlight the educational benefits of attending, reinforcing the event’s commitment to professional development and growth. By aligning session promotion with clear learning objectives, attendees can make informed decisions about which sessions best suit their needs and goals, maximizing the value they derive from the event. In a crowded event landscape, success hinges on our ability to navigate through the noise and capture the attention of our target audience. Elevated event marketing for associations requires a holistic approach that caters to the diverse needs and preferences of attendees. By implementing these strategies, associations can enhance their event marketing efforts, driving attendance and fostering long-term engagement. **Categories:** Blog Posts **Tags:** Best Practices, Conferences, Events, Marketing --- ### [Three Simple Steps to Self-Publishing for Associations](https://amrms.com/three-simple-steps-to-self-publishing-for-associations/) **Published:** April 3, 2024 **Author:** Kelly Braniff, CAE and Julie Pelstring **Content:** Associations are often looked to provide [thought leadership](https://www.asaecenter.org/resources/articles/an_plus/2020/april/thought-leadership-strategy-made-easy-eight-simple-steps "Learn more about leadership from the ASAE webiste") materials, e-books, and even textbooks for the profession or industry they represent, and it’s no secret that traditional print publishing at a small scale can be tricky and expensive. Many associations have turned to electronic self-publishing as a more efficient method to fulfill this element of their missions. Our client-partner, the [Association of Women Surgeons](https://www.womensurgeons.org/ "Visit the AWS Website") (AWS), is a publisher of several resources for those seeking a career in surgery. With 3,700 members in more than 40 countries, AWS is one of the largest organizations dedicated to enhancing the interaction and exchange of information between women surgeons. AWS publications include the [*AWS Pocket Mentor*](https://www.amazon.com/dp/B0C5TSQRQV?ref_=cm_sw_r_cp_ud_dp_0BW65MFGS4M5XKHPVD8E "View the AWS Pocket Mentor on Amazon") and [*Navigating Your Surgical Career: The AWS Guide to Success*](https://www.amazon.com/Navigating-Your-Surgical-Career-Success-ebook/dp/B0CL7GBSX8/ref=tmm_kin_swatch_0?_encoding=UTF8&qid=1697827328&sr=8-1 "View The Surgical Career Success Ebook on Amazon"), both of which are presented in partnership with Medtronic. To reach such an international audience affordably, AWS chose to use [Amazon Publishing Service](https://amazonpublishingservice.com/ "Learn more about Amazon Publishing Services") instead of traditional printing methods for efficient output of its published materials. If your association is considering self-publishing, here are three tips to consider: 1. **Communication**: First, communicate with your designer to ensure that the [creative brief](https://www.wordstream.com/blog/ws/2023/11/09/how-to-write-a-creative-brief "Learn how to write a creative breif on Word Stream") for your publication is detailed. This step is vital because it will clearly define the project’s objectives and goals. Doing this well sets the foundation for the entire project and ensures that both you and the designer are aligned on what needs to be achieved and the requirements of the publishing method. For example, Amazon prefers Microsoft Word documents, so in this case the designer created the document in Word, made sure the images were linked, etc. while the staff team focused on content, edits, and proofreading. Understanding the end result would need to be in Word format avoided rework. 2. **Efficiency**: Before you begin, get a feel for the process your publishing service uses and work that into your internal [self-publishing processes](https://mailchimp.com/resources/how-to-self-publish-a-book/?ds_c=DEPT_AOC_Google_Search_US_EN_NB_Acquire_Broad_DSA-Rsrc_US&ds_kids=p78250621731&ds_a_lid=aud-1530365443363:dsa-2227026702184&ds_cid=71700000115207178&ds_agid=58700008574686663&gad_source=1&gclid=Cj0KCQjwwYSwBhDcARIsAOyL0fgQ5uM8Vj8WTKwOFjpSGBpi2xnQmb9f-6gbWoY8b1NU8yZ4gSwhB2AaAnejEALw_wcB&gclsrc=aw.ds "Learn ore about the self publishing process from Mailchimp"). This enhances efficiency and can help you anticipate and prevent issues before they disrupt your workflow. With the Amazon system, the AWS team uploaded the finalized designs with minimal hiccups to get the job completed without the back-and-forth that sometimes comes with traditional printers and no time-consuming press checks. 3. **Savings**: [Data analytics to understand](https://amrms.com/maximizing-member-insights-with-google-analytics-events/ "Learn why data analytics are important") how your intended audience will access your publication will help determine the right format and can keep you from investing in options that members won’t value. One of the challenges for AWS in traditional printing was finding an efficient method to create lower quantities without sacrificing quality. By using Amazon, AWS can offer their publications as a Kindle e-book in PDF, which surgeons can readily access on their phone or table (an often-preferred method). This also cut design time, printing and shipping, which saved the association additional expense. Overall, self-publishing through Amazon or similar options can be an efficient and high-quality method for associations to share their expertise and create awareness of the profession or industry they represent, two important elements often found in the association [strategic plan](https://amrms.com/the-association-strategic-plan-whats-the-point/ "Learn why strategic plans are important"). **Categories:** Blog Posts **Tags:** Best Practices, Creative Services, Publishing --- ### [From Palette to Perception: Color’s Role in Brand Strategy](https://amrms.com/from-palette-to-perception-colors-role-in-brand-strategy/) **Published:** March 27, 2024 **Author:** Stephanie Jensen, DES, Kate Filipiak, CAE and Julie Pelstring **Content:** Color and branding play significant roles in shaping the mood of an association conference. Here’s how: ## **Consistency**: Consistent branding with colors, logos, and fonts across all conference materials (website, banners, signage, etc.) reinforces the conference’s identity and helps attendees associate these elements with the event. For example: - **Blue**: Often associated with trust, professionalism, and calmness. Using blue in branding can create a sense of reliability and stability. - **Green**: Symbolizes growth, harmony, and freshness. It can create a welcoming and eco-friendly atmosphere. - **Red**: Evokes energy, passion, and excitement. Red can inject a sense of urgency or importance into the conference. - **Yellow**: Represents positivity, happiness, and optimism. It can create a lively and uplifting ambiance. ## **Theme Reinforcement:** Colors can be used to reinforce the conference theme or message. For example, if the conference focuses on innovation and technology, using modern and vibrant colors might be appropriate. It’s important to take the objectives of the conference into consideration when selecting color and branding. Outcomes can vary drastically, even with the same demographic in attendance. For example, the [National Association of Hispanic Nurses](https://www.nahnnet.org/ "Visit The NAHN Website") (NAHN), holds two events every year with very different atmospheres and the branding for both reflects this difference. ![Photo of NAHN a group of women gathering up on stairs.](https://amrms.com/wp-content/uploads/2024/03/NAHN-GroupShot.jpg)The NAHN Hispanic Health Policy Summit in Washington D.C. projects a highly professional appearance with a sophisticated color scheme of navy and gold. Attendees are asked to wear the navy to create a unified front, which signifies to the legislators that we stand for the same things. In contrast, the NAHN Annual Conference embraces colors that are warm, inviting, and feminine for a welcoming ‘family reunion’ atmosphere. ## **Brand Recognition**: Strong branding with distinct colors can help the conference stand out and be easily recognizable among attendees, sponsors, and potential partners. Tailoring colors and branding to suit the target audience’s preferences and demographics can enhance engagement and make attendees feel more [connected to your association’s event](https://amrms.com/promoting-your-events-beyond-the-stock-photo/ "Learn more about how to craft your event with more than stock photos from our blog"). Consider branding and colors going beyond a logo and marketing materials and incorporating them into other aspects of your organization. To supplement the hot pink of the 2023 NAHN Annual Conference we offered a version of our tote bag in the same color. ![Group of NAHN Conference attendees showing a pink bag](https://amrms.com/wp-content/uploads/2024/03/NAHN-BagShot.jpg)One NAHN leader specifically purchased it in advance to wear around the conference and used it as a selfie prop and a conversation starter to promote the NAHN store. ## **Know Your Demographic & Build a Sense of Community:** Eye-catching color schemes and well-designed branding materials can attract attention and generate interest in the conference, encouraging attendance and participation. Knowing your audience and their priorities is important. For the NAHN Annual Conference creating a sense of connection and giving back to the community was the priority. In 2023 offering a shirt in the same hot pink as the conference logo drew additional attention from attendees. Countless volunteers signed up on-site to volunteer after seeing the eye-catching shirt. They were not only volunteering to help the community, but wearing a matching shirt in a design and color they loved helped them feel part of a community. ![Photo of volunteers all showing up to help out a great cause wearing pink ](https://amrms.com/wp-content/uploads/2024/03/NAHNPink-1024x566.jpg)Being part of a community is what brings them back, and why many are already looking forward to the purple and lime design of the [NAHN 49th Annual Conference in 2024](https://www.nahnnet.org/conference "View the NAHN Conference Website")! ![Group of ladies wearing pink](https://amrms.com/wp-content/uploads/2024/03/NAHNPInk2.jpg)By carefully selecting colors and [designing branding materials](https://amrms.com/creating-design-efficiencies-through-collaboration/ "LEarn more about design collaboration on our blog post") that resonate with the conference’s goals and audience, organizers can effectively shape the mood and atmosphere of the event, fostering engagement, excitement, and a sense of community among attendees. **Categories:** Blog Posts **Tags:** Best Practices, Design, Design Thinking, Events --- ### [Creating Design Efficiencies Through Collaboration](https://amrms.com/creating-design-efficiencies-through-collaboration/) **Published:** March 20, 2024 **Author:** Jessica Campbell **Content:** As a project Coordinator (PC) at AMR Management Services, I work directly with the [Friends of the National Institute o](https://www.fninr.org/)[f](https://www.fninr.org/ "Visit the FNINR Website")[ Nursing Research](https://www.fninr.org/) (FNINR) and the [National Academies of Practice](https://www.napractice.org/ "Visit the NAP website") (NAP). Both associations have annual events that require collateral from the AMR creative services (CS) team: the [NAP Annual Meeting and Forum](https://www.napractice.org/annual-meeting-forum "Visit the NAP Annual Meeting website"), and the [FNINR Annual NightinGala](https://www.fninr.org/nightingala "Visit The FNINR Nightingala home page"). When I first started working with these clients on their annual events, I had a live design meeting with the creative services team to establish the look and feel. Once the design was finalized, the CS team was assigned to all the design/collateral related tasks in [Basecamp](https://basecamp.com/ "Visit The Basecamp website"), the project management platform that AMR uses. Each piece of collateral was broken down into several steps, for example: - PC: Send content to CS for drafting - CS: Create the 1st draft and send to PC for review - PC: Review the draft and provide feedback to CS - CS: Send the 2nd draft to PC for review - PC: Review the 2nd draft and provide feedback to CS - CS: Send final draft to PC for review - PC: Approve the final draft - CS: Finalize the collateral and save to SharePoint There’s a lot of back and forth for every piece of collateral that needs to be created. During the drafting process, I found myself providing an extensive list of edits to the CS team via Basecamp – mostly because as PC I have the most direct interaction with the client (outside of the Executive Director) and have a good idea of what they want to see. It was also because every PC has their idiosyncrasies that influence the content created and shared with the association’s members. Project coordinators and creative services team members work with multiple clients as I mentioned – so imagine all this back and forth for several projects and at least two clients at the same time. I kept thinking that there must be a way to streamline the process… so I began asking the CS team member to send the original design files and adjusted the design myself. It seemed to work for us, and it cut out a few of the steps listed above. However, we both felt that the process could be made even more efficient, which brought us to Canva. If you haven’t worked with it before, [Canva](https://www.bing.com/ck/a?!&&p=70c99117e8848773JmltdHM9MTcwNzY5NjAwMCZpZ3VpZD0xNzhhMTE5MC0yMjkyLTYxNDQtMTRjNS0wNWIzMjMxODYwZjQmaW5zaWQ9NTIyOQ&ptn=3&ver=2&hsh=3&fclid=178a1190-2292-6144-14c5-05b3231860f4&psq=canva&u=a1aHR0cHM6Ly93d3cuY2FudmEuY29tLw&ntb=1) is a collaborative tool that allows for real-time editing and feedback on design drafts. I was previously using Canva to create and schedule social media posts for each client so I already had familiarity with the platform and knew it could be a great resource. CS began to set up design templates in Canva, using the client’s brand guidelines to ensure consistency. From there, I could easily make any necessary design and content revisions. This method cut out the need for multiple drafts to be created and reviewed, thereby reducing the need for lengthy revision cycles. In Canva, users can easily collaborate on designs by sharing editable links or inviting others to work directly within the platform in real time. This feature facilitates teamwork and allows for seamless sharing of files among team members or clients, ensuring everyone has access to the latest version of the design. We’ve used this process ever since for both of my clients. The materials created still have the polished and professional look from the template but saved us both so much time, both in the creation process and the overall event timeline. A few pieces of collateral that we’ve created through collaboration in Canva include: - FNINR NightinGala [Seating Chart](https://amrms.com/wp-content/uploads/2024/03/FNINR-2023-Seating-Chart.pdf "View the FNINR Seating Chart PDF") - FNINR NightinGala [Sponsorship Prospectus](https://amrms.com/wp-content/uploads/2024/03/FNINR-2024-Sponsorship-Prospectus-2.pdf "View the FINR Sponsorship Prospectus PDF") - NAP Annual Meeting and Forum [Sponsorship Prospectus](https://amrms.com/wp-content/uploads/2024/03/2024-Forum-Sponsorship-Prospectus-FINAL-10.1.23.pdf "View The NAP Sponsorship Prospectus PDF") - NAP Annual Meeting and Forum [PowerPoint Template](https://www.canva.com/design/DAFj8kdE1P4/TdQCTjwitbA983fmN_lirw/edit?utm_content=DAFj8kdE1P4&utm_campaign=designshare&utm_medium=link2&utm_source=sharebutton "View the PowerPoint template in CANVA") Additionally, Canva provides options to export designs in various file formats, making it convenient to download and share the final product across different channels or platforms. However, Canva isn’t the only tool that can be used for this purpose. It’s what we use because it’s what I’m most familiar with and suits our purposes, but there are alternate programs and platforms with similar functionality. Other options include [Adobe Spark](https://blog.adobe.com/en/topics/spark "Learn more about adobe spark"), [PicMonkey](https://www.picmonkey.com/ "Visit the PicMonkey website"), and [Figma](https://www.figma.com/ "Visit the Figma Website"). By utilizing these tools, project coordinators and the creative services team can create a collaborative environment that enhances design efficiencies, improves communication, and ultimately contributes to the overall success of the client event. **Categories:** Blog Posts **Tags:** Best Practices, Creative Services, Design, Design Thinking --- ### [Using Digital Waivers to Streamline Association Events](https://amrms.com/using-digital-waivers-to-streamline-association-events/) **Published:** March 13, 2024 **Author:** Logan Lewis **Content:** In 2023, [49% of associations](https://associationsnow.com/2023/08/new-report-reveals-a-rebound-in-membership-numbers/ "View the stats on the Associations Now website") reported an increase in membership. This is a significant increase from 2021, in which only 26% of associations saw an increase. While some of this growth was due to market changes, associations say that members are excited to attend events in person, meet with fellow professionals, and get involved in the organization. Take advantage of this positive trend by implementing innovative ideas and strategies, [growing your digital presence](https://amrms.com/are-associations-still-relevant-in-a-digital-world/ "Read more about growing your digital presence from our blog"), and hosting exciting, valuable events. To help you keep the momentum going, we’ll discuss some of the top ways to use digital waivers and other technology to streamline your events. Let’s get started! ## Top Benefits of Using Digital Waivers for Events There are a few reasons your association may need waivers at its event. Waivers are essential for the following scenarios: - **Volunteers will be doing tasks that involve risk**, such as lifting heavy objects like chairs and tables. - **Attendees will be participating in physical activities.** For example, [Smartwaiver’s guide on activity waivers](https://www.smartwaiver.com/blog/activity-waiver "You can find this guide on the Smartwaiver's website") recommends using these for charity races to help protect the organization from liability. - **Your association is taking photos** and needs to obtain a photo release to use the images on social media, your website, or in future promotional materials. As you [plan your fundraiser](https://funds2orgs.com/fundraising-event-planning/ "Learn more about fundraising for your org"), conference, or other event, consider going paperless by using digital waivers instead of traditional forms. Here are some of the ways that digital forms can streamline your events and give attendees more positive experiences: ### Reduced check-in traffic. Congested check-in desks are dreaded by event organizers and attendees alike, and they can feel unavoidable. However, using digital waivers and forms can help you combat long lines at registration. You can share links to your digital waiver ahead of time so attendees can read and sign them before they even enter your conference hall. In addition to trimming check-in down to just a minute or two, allowing attendees to complete waivers ahead of time can: - **Allow attendees to make more informed decisions.** When attendees can sign the waiver at home, they’re more likely to read it thoroughly. This way, they’ll have a better understanding of the risks involved, photo release clauses, and any additional warnings or information (e.g., the potential for food allergens to be present). - **Improve accessibility.** Digital waivers are more flexible than paper forms, allowing attendees who need special accommodations to engage with them. For example, users can brighten their screen, increase text size and contrast, and use screen readers. They can also quickly translate the waiver into another language if needed. - **Relay important marketing insights.** Use the number of complete waivers as a way to estimate attendance on the day of the event. If you share links to the waiver, you can also gauge how many users engage with your [marketing campaigns](https://amrms.com/3-expert-marketing-strategies-to-increase-event-attendance/ "Learn some association marketing tips from our blog") and communication channels. For example, if most attendees clicked through to the waiver from a social media post, you can conclude that those attendees have a preferred communication channel and your social media campaign was successful. Sharing links to your online waiver or baking it into the event registration process will ensure that most attendees sign before the event. However, you can accommodate those who forget by posting scannable QR codes that link to the form or using on-site kiosks. Set up a separate table to avoid slowdowns. ### Obtaining electronic signatures. Imagine that you’re registering for a conference online. You complete the registration form, pay for your ticket, and receive the confirmation email. However, the next step involves printing and signing a waiver, grinding the process to a halt. Getting electronic signatures from attendees is much quicker and easier, and they can do it from their desktops, laptops, or smartphones. This streamlines the registration process, improves attendee experiences, and event boosts attendance. **When registering is so simple, more attendees will complete the process and come to the event.** Additionally, electronic waivers and signatures can be more secure (and just as legally binding) as traditional paper waivers. Make sure to choose a quality [software provider](https://www.smartwaiver.com/waiver-software-providers "Learn more about quality software providers from the smartwaiver website") with stringent security features like encryption, two-factor authentication, and certificates of authenticity for each form. Protecting sensitive data will inspire more trust with your members, and you can rest assured that each signature is valid and remains unchanged. ### Real-time access to data. One of the top pain points with paper forms at events is storing and locating them. For example, let’s say an attendee gets injured at your event and you need to quickly locate their waiver. You’ll waste time sorting through every other waiver to find it rather than resolving the situation. Digital waivers are stored in a virtual database, not a filing cabinet. This allows you to search for the attendee’s name, the date they signed the form, or the name of the event to quickly locate their waiver. Additionally, you can include the following questions or fields in your [digital waiver](https://www.smartwaiver.com/blog/how-to-create-a-seamless-sign-in-with-digital-waivers) to personalize the event to each attendee: - **Which speakers or topics are you most interested in?** Learn about attendees’ interests and then have volunteers recommend sessions or activities they are most interested in. For example, recommend a workshop about improving bedside manner to a member of a [healthcare association](https://amrms.com/healthcare-association-online-community/ "Learn more about online communities on our blog") who is passionate about positive patient experiences. - **How did you hear about this event?** See which of your marketing messages attracted the most attendees. List options like your website, social media, association meetings, and referrals from friends or colleagues. - **Are you a member of our association?** Some attendees may not be current members of your association. Make note of registrants who answer “no” to this question. Welcome them to the event with brochures about your organization or pair them with a volunteer who can help them navigate the event. Then, send them special follow-up communications inviting them to become a member. These data points can also help you streamline and improve future events. Make note of attendees’ interests and take them into account for next time. Reach out to attendees with personalized invitations to your next event that mention their interests—you can even prefill the registration form with their information so signing up is as convenient as possible. ## Other Ways to Streamline Events with Technology Using digital waivers is a great way to streamline registration and provide personalized experiences to your attendees. Here are some other tools to make your events more organized and efficient: - **Association management software (AMS):** Your AMS can help you manage member relationships, revenue development, data analysis, and event planning. [Protech](https://protechassociates.com/association-answers/what-is-an-ams/ "Learn more about association management systems from the Protech website") recommends choosing a solution with event management features like online self-serve registration, automated meeting setup tools, and data collection and tracking tools. - **Volunteer management app:** To ensure all of your volunteers are on the same page and can perform their roles effectively, consider using a volunteer management tool to connect them. Look for software that automates repetitive tasks like scheduling and has messaging and notification features. - **Data analysis solutions:** Accurately track event performance, determine better ways to engage members, and craft compelling, personalized experiences for attendees. For example, tools like [Google Analytics](https://amrms.com/decoding-member-journeys-with-google-analytics-tracking/ "Learn more about google analytics from our blog") help you track users across multiple communication channels so you can follow (and enhance) their journeys. You may occasionally need more specialized event tools. For example, if you are holding an auction fundraiser, you’ll need features to manage bids and host your auction catalog. If your event is virtual or hybrid, you’ll need some kind of video conferencing tool like Zoom. --- Members are excited about attending events, enhancing their skills, and building their networks. Make attending your events as convenient and enjoyable as you can with streamlined registration processes and tailored recommendations. You’ll build a legacy of top-tier, engaging events that current and potential members get excited about year after year. **Categories:** Blog Posts **Tags:** Conferences, Events, Meetings --- ### [Promoting Your Events: Beyond the Stock Photo](https://amrms.com/promoting-your-events-beyond-the-stock-photo/) **Published:** March 6, 2024 **Author:** Melissa Wilson, CAE **Content:** In the association world, we know attendees choose meetings based on a variety of reasons: continuing education requirements, networking with colleagues, staying current on [industry trends](https://amrms.com/meetings-industry-insights-may-2023/ "View some industry insights from our blog"), products and services and, of course, the location and venue. Hawaiian Board retreat in the summer? Winter conference at a ski resort? These locations and venues have a built-in draw to get potential attendees excited to register to attend. But what about locations that aren’t as desirable? That is where [design thinking](https://amrms.com/innovating-a-better-conference-using-design-thinking-to-enhance-association-conferences-meetings-and-events/ "Find out what design thinking is all about from our blog") and compelling graphic design can help increase attendance and generate income. **Get Excited and Meet Budget** In association management, generating revenue is key to ensuring the association can fulfill its goals and mission. Studies show that conventions and meetings represent 48% of total revenue for corporate planners and 32% for associations. Excitement and “buzz” about your event drives attendance, and that feeds into your bottom line. **Graphic Design Can help Generate Excitement** How do you generate excitement around your meeting year after year? For events that are held in the same location annually or are on a set rotation pattern, this can be a particular challenge. It is easy to fall into a formula of using the same hotel or venue photo, skyline of the city and change up the color palette each year. Taking the location one step further or outside the expected is easy and can yield great results. **Look to Current Trends** Members want to see the venue and get a feel for the location, but photos don’t help you stand out from the crowd competing for potential attendees. Instead look for a nod or extension to the venue or location, be inspired by current trends. For example, if your meeting is in San Antonio, Texas, instead of featuring the Alamo or cowboy boots, you might highlight hand-painted [decorative Mexican tiles](https://theglasswarehub.com/cdn/shop/files/Colorful-Hand-Painted-Mexican-Talavera-Tiles-Bulk-Discount-4-Square_1440x.png?v=1690598354 "View a some sample tiles") or [papel picado](https://cdn.shopify.com/s/files/1/0400/9738/2550/t/25/assets/papelpicado2-1664282091522.jpg?v=1664282093) as a design element. This will embrace the culture and help attendees envision themselves in the space. In 2023, our client the [Society for Obstetric Anesthesia and Perinatology](https://www.soap.org/ "Visit the SOAP website") (SOAP) held their [annual meeting](https://www.soap.org/2023-annual-meeting "View the SOAP annual meeting website") in New Orleans. The main design element was a confetti style image that conveyed excitement, without reading too much Mardi Gras. in 2024, [SOAP](https://www.soap.org/ "Visit the SOAP website") will hold their Annual meeting in Denver, Colo. Instead of using photos of the Rocky Mountains, or stock photos of the hotel, we are using a design element featuring a vintage national park sticker for Denver. Our attendees love the current trend of water bottle stickers, so we are offering a sticker featuring the event logo, which include the SOAP logo. We have also designed the 2025 conference logo to include this sticker concept, because it is such a big hit with SOAP members. We also carry the design theme through all design elements pre- and post-event: promotional materials, registration booth kickpanels, signage, email signatures, promo items, décor at events, etc. This helps set the tone and build excitement leading up to the event. ![SOAP 2024 Annual Logo](https://amrms.com/wp-content/uploads/2024/03/SOAP-2024-Annual-Meeting-logo-final-1024x1024.png) **What if I’m Not a Designer?** Whether or not you are working with a professional designer, you can still create a design that will set your association apart and attract prospective attendees. Design software platforms such as [Canva](https://www.canva.com/ "Visit the Canva Website") are easy to use, with lots of customizable templates in a variety of formats for posting on websites, mobile apps, eblasts, newsletters or social media. If you aren’t feeling creative or inspired, AI can help you generate ideas to share with designer or create your design for you. Remember, with just a little creative thinking, design can be an accessible tool to help your event stand out among the competitors to increase attendance and revenue for your events. **Categories:** Blog Posts **Tags:** Best Practices, Design, Design Thinking, Events --- ### [Connecting Your Association Through Volunteering: 3 Tips](https://amrms.com/connecting-your-association-through-volunteering-3-tips/) **Published:** February 15, 2024 **Author:** AMR Management Services **Content:** As an association leader, you’re always looking for ways to [strengthen your member community](https://amrms.com/building-community-and-engagement-with-member-networking/ "Leanr more about member engagement on our blog"), and the best way for them to build connections is by bringing them together face-to-face. While conferences or other association-related events are a great place to start, throwing other activities into the mix can facilitate more casual and personal interactions between members. If you want a team-building idea that’s low-cost, low-time commitment, and high-fulfillment for your members, **look no further than group volunteering**. Organizing volunteering outings, such as community service events, can unite your members and bring them benefits in their personal and professional pursuits. Plus, [Double the Donation’s volunteer statistics](https://doublethedonation.com/volunteer-statistics/ "View some volunteer statistics from double the donation's website") report that approximately 63 million Americans volunteer in some capacity. Some of your members are likely already part of this group, so why not bring them together? To help you leverage this win-win strategy, we’ll review the following volunteer management tips: 1. Align Volunteer Activities with Association Values 2. Facilitate Team Planning and Participation 3. Set Clear, Achievable Goals and Expectations As you consider how to implement these tips, keep the preferences of your association’s member community in mind. Also, think about how you can fit volunteering into your [current strategic plan](https://amrms.com/uncovering-emerging-trends-through-strategic-planning/ "See how strategic planning can help your association"). 1. Align Volunteer Activities with Association Values Each member-based organization has its own ethics and values that help guide its community. Just like any other event or activity, your volunteer program should allow members to deepen their connections with your core values by reinforcing their importance. You can align your volunteer activities with your organization’s values by: - **Working with community organizations related to your field.** Volunteering with a nonprofit initiative that has a mission related to your industry can make the experience more meaningful and relevant for your members. For example, a nursing organization or a medical [sorority’s student leaders](https://blog.omegafi.com/fraternity-sorority-management-the-essential-guide "Learn more about Fraternity and Sorority Management from Omegafi") could choose a free clinic as their philanthropic partner and plan volunteering trips to gain experience *and* help the clinic’s staff. - **Hosting group discussions after volunteer outings.** Group discussions about how volunteering relates to your mission can spark a connection between your members and their work. Build in discussion time before, during, and after your volunteer experiences with questions meant to spur reflection on the work and your chapter. - **Invite a guest speaker to your meetings.** You could invite a member of the organization you’re volunteering with as a guest speaker to provide a new perspective to your discourse. For example, if the same medical association or [sorority fundraises](https://blog.omegafi.com/sorority-fundraising-ideas "Learn some fun sorority fundraising ideas from Omegafi") and volunteers on behalf of a children’s hospital, it might invite real patients to speak about their experiences with the medical system. To choose a volunteer organization that’s closely related to your association’s core values, come to an understanding with your team early in the planning process so you cover all of your bases. Furthermore, once you’ve researched your volunteering options, conduct informational interviews with their staff to ensure that your members would be a good fit for their volunteer community. 2. Facilitate Team Planning and Participation While volunteering itself can be extremely rewarding for participants, organizers need to involve members throughout the process to maintain team morale and satisfaction. Make it easy for your members to get involved in planning and participating by: - **Openly communicating.** The foundation of any successful group effort is effective communication. Schedule regular face-to-face meetings with your volunteer base to relay big-picture updates. Also, you can use messaging apps, email, texting, and other communication channels to update your volunteers in a pinch. For example, if your volunteering initiative gets rescheduled at the last minute, you could reach them with [communication software](https://blog.omegafi.com/fraternity-and-sorority-management-software' "Here are some decent fraternity and sorority management software suggestions") or group chat. - **Forming a planning committee.** Planning, while crucial, takes extra time that some of your members might not have. Create a dedicated committee of members who are interested in planning volunteer outings, and ensure you relay the time commitment and expectations of the role in advance. Furthermore, if many of your members are interested in participating, you might need to accept members on a first-come, first-serve basis to keep the committee efficient. - **Creating and regularly updating informational resources.** Help members who are curious about your volunteer program by providing in-depth informational resources. Cover basic information such as your program’s who, what, when, where, and why, as well as how to get involved. If you have an organization that you frequently volunteer with, provide their basic information as well so interested members can educate themselves about their cause. As your volunteer program grows in size and complexity, you should regularly gauge your planning committee’s effectiveness and decide if you need to shift your approach. Also, remember to survey volunteers about your informational resources so you know how to improve them and avoid [volunteer burnout](https://amrms.com/4-tips-for-avoiding-volunteer-burnout/ "Here are some tips on how to avoid volunteer burnout from our blog"). 3. Set Clear, Achievable Goals and Expectations Just like with any other association initiative, setting goals and expectations at the beginning of your volunteer program’s life helps you optimally structure your program for long-term success. Try these tips to set and enforce expectations for your volunteers: - **Use the SMART framework.** Make your objectives specific, measurable, achievable, realistic, and timely with this framework. For example, a SMART goal for a volunteer program could be to achieve 100 volunteer signups for its upcoming [fundraising auction](https://blog.handbid.com/blog/silent-auction-guide "Learn more about silent auctions from HandBid's blog"), which would be 30 more signups than last year’s auction. - **Host information sessions.** Host a required volunteer debrief meeting before new members start their first shift. Review your goals, answer any questions, and lay out expectations for each volunteer. Ensure your new volunteers understand your terms by having them sign a non-binding agreement to adhere to the program’s standards. - **Conduct** [**performance check-ins**](https://amrms.com/volunteer-performance-feedback-the-elephant-in-the-room/ "Learn Moe About Performance Feedback From Our Blog")**.** These meetings are important for both your team and your nonprofit partners to ensure that your volunteers are contributing to your program’s goals. It can be challenging to let go of volunteers who are struggling, but ultimately, you should make whichever choice will improve your program’s effectiveness. Accomplishing your association’s community service goals is a big achievement. Remember to celebrate your program’s wins and reward productive volunteers with small prizes, like merchandise or a social media shoutout. --- Ultimately, your members who volunteer are donating their time on behalf of your association, so remember [to thank them](https://www.fundraisingletters.org/volunteer-thank-you-letter/ "View a sample Volunteer Thank You Letter From Fundraising.org") sincerely for everything they do. By showing your appreciation and continually improving your program to align with member preferences, your volunteer program will grow and become a fixture of your association’s community. **Categories:** Uncategorized **Tags:** Best Practices, Collaboration, Membership, Volunteers --- ### [4 Strategies to Maximize Your Org's Membership Program](https://amrms.com/4-strategies-to-maximize-your-orgs-membership-program/) **Published:** January 24, 2024 **Author:** AMR Management Services **Content:** # 4 Strategies to Maximize Your Org’s Membership Program For organizations that rely on memberships to thrive, such as associations, sororities and fraternities, and museums and cultural organizations, year-over-year member retention should be part of your long-term [strategic plan](https://amrms.com/the-association-strategic-plan-whats-the-point/ "Learn more about strategic planning for associations from our blog"). Not only are membership dues a significant and reliable revenue source, but members tend to be the most engaged individuals in your association membership or [your organization’s donor community](https://www.doubleknot.com/blog/inclusive-museum-community "Learn more about donor communities from DoubleKnot") and make it possible to fulfill your mission. Retaining members effectively requires that you provide as much value as possible through memberships. In this guide, we’ll walk through the following four strategies to make the most of your organization’s membership program and boost retention rates: 1. Review Your Membership Structure and Benefits 2. Clearly Communicate With Members About Renewals 3. Plan Members-Only Events 4. Leverage Membership Management Software As you implement these strategies, check in with your members regularly to see what is going well and where you could still provide a better experience for them to ensure their continued support of your organization. Let’s dive in! ## 1. Review Your Membership Structure and Benefits As an association leader, you know members will renew their memberships at your organization only if they feel like they’re still getting value from them. This value should be commensurate with the amount they’re paying for their membership each year. To assess the quality of your organization’s [membership benefits and program structure](https://nxunite.com/membership-benefits/ "Learn more about member benefits from NXUnite"), ask yourself the following questions: - Do all members pay the same fee at our organization, or do we have a tiered membership structure where members pay more to receive more benefits? - What fee(s) do we currently charge members? - What perks do members get when they join our program or sign up at each tier of membership? - Have we gained members or had members upgrade their memberships this year? If so, what reasons do they cite for doing so? - Have we lost members or had members drop down membership tiers this year? If so, what reasons do *they* cite? You should be able to find the numerical answers to most of these questions in your organization’s database. To supplement this information with member input, develop a few short surveys to send out to members who have joined in the past year, those who have upgraded, and lapsed members. These firsthand perspectives can be extremely useful when deciding how to update your program. For instance, if lapsed members said that they quit the program because they thought the fee was too high, you could add a lower-level tier that includes only some of the benefits at a reduced price. This can encourage some of those lapsed members to come back and allow members who were considering not renewing because of the cost to stay in the program. ## 2. Clearly Communicate With Members About Renewals Once you’ve decided how to restructure your membership benefits, it’s time to reach out to your members to ensure they understand the changes and encourage them to renew. Leverage all of your organization’s [marketing channels](https://amrms.com/association-marketing-3-ways-to-reach-your-members/ "Learn more ways to reach your membership from our blog") to do this, including: - [**Your website**](https://amrms.com/the-art-of-online-storytelling-5-tips-for-your-website/ "Learn more about the art of storytelling from the AMR Blog")**.** Update the Memberships page with your new benefits and pricing information, and direct visitors to that page to learn more about the changes. - **Social media.** Design eye-catching graphics with concise captions for platforms like Facebook, Instagram, and LinkedIn to promote your membership program and encourage followers to renew on your website. - **Direct mail.** Since the main advantage of direct mail is its personal nature, use a template to get started and customize it with each member’s name and unique details about their engagement with your organization. - **Email marketing.** Add a section to your next few monthly newsletters about memberships in addition to creating a dedicated renewal campaign for current members. A multi-channel marketing strategy like this creates more touchpoints where members can see your renewal notices so they’re nearly impossible to miss. Track engagement data from each channel so you can get an idea of members’ preferences and communicate with them even more effectively going forward. ## 3. Plan Members-Only Events While some of your organization’s events may be open to non-members, it’s important to also create member-to-member networking opportunities and host events just for members. According to [NPOInfo](https://npoinfo.com/donor-cultivation/), events are a top member cultivation strategy because they allow members to feel more connected to each other and to your organization. Plus, they’re another benefit that can make your memberships more valuable. Members-only events could take the form of: - Appreciation luncheons, dinners, or happy hours - [Networking socials](https://amrms.com/building-community-and-engagement-with-member-networking/ "Learn more about Community Engagement From Our Blog") that allow members to meet other members who share their interests - Workshops or presentations to enhance the educational experience members get from being members Consider your members’ demographics and preferences when deciding what type of event to host. For example, associations composed mostly of young professionals might plan networking events to help members form connections in their field, while organizations that attract many members with children or grandchildren may choose to host workshops that cater to the whole family. ## 4. Leverage Membership Management Software Between analyzing data on your membership structure, sending out multiple types of communications, and organizing events, membership retention requires your organization to manage a lot of moving parts. This is where [management software](https://www.doubleknot.com/blog/zoo-management-software "Learn mroe about Association Management Software from DoubleKnot") comes in. When choosing a membership management platform for your organization, look for features such as: - **A comprehensive member database** to collect membership renewal data, determine which members may be at risk of lapsing, and manage payments and fulfillment of benefits. - **Communications tools** that allow you to create templated emails, segment recipient lists, and track open and click-through rates. - **Event planning solutions** so you can schedule events, send out invitations, collect registrations, and check attendees in with ease. - **Point-of-sale systems** which automatically apply member benefits to any purchases made through your organization to ensure members get the most out of their memberships. There are countless types of management software to choose from. Look for a [solution](https://www.doubleknot.com/blog/museum-software "Learn more about management software from DoubleKnot") that is tailored to your organization’s size and structure so you can more effectively meet your members’ needs and achieve your retention goals. --- Keep in mind that every membership organization is different, so you’ll need to adapt the strategies above to align with your goals and appeal to your specific member base. However, with a clear plan and the right tools on your side, you’ll be able to retain more members year over year and bring in the consistent dues revenue you need to thrive. **Categories:** Blog Posts **Tags:** Best Practices, Membership --- ### [GA4 Reporting: The Association's New Best Friend](https://amrms.com/ga4-reporting-the-associations-new-best-friend/) **Published:** January 10, 2024 **Author:** Mike Cooke **Content:** Associations exist in a dynamic digital ecosystem, where understanding member behaviors, preferences, and interactions is paramount. For association management professionals tasked with navigating this digital maze, [Google Analytics 4 (GA4)](/harness-the-power-of-analytics-for-your-association-website/ "Read the first post in this series on our blog") offers a beacon of clarity with its advanced and flexible reporting. Let’s delve into why GA4’s reporting capabilities are revolutionizing association analytics and data reporting. **1. Tailored Event Tracking:** Every interaction on an association’s website, from downloading resources and watching [webinars](https://blog.pigeonholelive.com/8-reasons-why-you-should-be-running-webinars-in-2023 "Learn more about running webinars") to participating in [forums](https://www.higherlogic.com/blog/top-thought-leader-reveals-what-associations-should-be-thinking-about-in-2023/ "Learn more about thought leadership in assoications"), is a unique event. GA4’s event-based model captures these nuances, allowing for reports that truly mirror member engagements, ensuring that content and resources align with member interests. **2. Reports That Speak Your Language:** Gone are the days of rigid, one-size-fits-all reports. With GA4, you can modify and craft reports directly within the interface, ensuring that the data reflects the metrics that matter most to association goals. **3. Dive Deep with Exploration Reports:** Whether assessing the effectiveness of a recent webinar or understanding member segmentation, the Exploration report offers a drag-and-drop approach to craft detailed charts and graphs. This aids in discerning patterns, preferences, and areas of improvement. **4. Advanced Analysis, Simplified:** The Analysis Hub offers tools that were once the reserve of data scientists. From tracking a member’s journey from sign-up to event participation, to understanding overlaps between different member segments, this feature brings depth to association analytics. **5. Personalized Member Insights:** By defining custom user properties and event parameters, associations can grasp the holistic context of each member interaction. This is invaluable for personalized outreach and tailored content creation. **6. Audience-Centric Reporting:** GA4 empowers associations to create specific audience segments based on behavior and attributes. By understanding and reporting on these distinct audiences, associations can cater to diverse member needs, enhancing overall engagement. **7. Lifecycle Lens for Member Journey:** Understanding the phases of a member’s digital journey, from acquisition to retention, is crucial. GA4’s life cycle reports offer segmented insights, enabling associations to enhance each stage of the member experience. **8. Unified View for All Platforms:** Associations often operate across platforms – main website, event portals, and forums. GA4’s cross-platform reporting provides a combined or segmented view, ensuring a comprehensive understanding of member interactions. **Concluding Thoughts**: For associations, data isn’t just numbers—it’s the voice of the membership. [Google Analytics 4](https://analytics.withgoogle.com/ "Visit the Google Analytics Website"), with its flexible reporting, allows associations to listen to this voice with unprecedented clarity. As associations strive for deeper [engagement](https://amrms.com/?s=member+engagement "See more topics on Member Engagement on our blog") and [more personalized experiences](/4-tips-for-your-associations-data-driven-marketing-strategy/ "Learn more about data driven marketing from our blog"), GA4 provides the tools to navigate the digital landscape with precision and purpose. **About AMR Management Services** If your association could benefit from more analytical and data driven tech support, AMR Management Services is here to help. We are an accredited, [full-service](https://amrms.com/services/ "View The Association Management Services that we offer") association management company with a dedicated [team of experts](/the-amr-team/ "View our team of Association Management Experts") supporting national and international association clients of all sizes. [Contact AMR](/contact-us/ "Contact us today to see how we can help your association change the world") to learn more about how we can help your association change the world. **Categories:** Blog Posts **Tags:** Best Practices, Data --- ### [How to Improve Your Healthcare Association Online Community](https://amrms.com/healthcare-association-online-community/) **Published:** January 3, 2024 **Author:** Anne Stefanyk **Content:** Amid challenging times for the healthcare industry, associations play a vital role in providing a community for healthcare professionals. Concerns like misinformation, staffing shortages, and public [fears over artificial intelligence](https://www.forbes.com/sites/forbesagencycouncil/2023/02/16/5-leading-healthcare-trends-for-2023/?sh=26c7f81f6c7d "Find out some leading healthcare trends from 2023 on the forbes websiet") have tested the healthcare sector in recent years. Associations offer the stability and support healthcare professionals need to continue serving their patients effectively during this uncertainty. To [keep your association relevant in today’s digital world](/are-associations-still-relevant-in-a-digital-world/ "See how your association can stay relevant from our blog"), it’s essential to offer a user-friendly, educational, helpful website. **With a strong web presence, you can foster an online community for healthcare professionals to access the resources and support they need at any time.** This guide will cover the following tips to strengthen your association’s online community: 1. Offer discussion forums. 2. Share member stories and testimonials. 3. Provide an online directory. 4. Create engaging interactive content. 5. Spotlight event opportunities. 6. Ask members for feedback. According to [Kanopi’s healthcare web design guide](https://kanopi.com/blog/healthcare-website-design/ "Learn more tips about healthcare website design from Kanopi"), an effective healthcare website is user-friendly, easy to navigate, secure, and accessible. Keep these elements in mind as you build the foundation for your online community. ## 1. Offer a discussion forum. Being able to connect with other professionals in their field is one of the top reasons why new members join associations. One survey found that [30% of new members](https://edgeresearch.com/wp-content/uploads/2016/06/Abila-Member-Engagement-Study.pdf "Learn more about member engagement from edge research") said they joined an association to socialize with others. Your association may offer in-person social opportunities like lunches, events, or experiences. Make a similar effort to create online opportunities for members to interact via your website. Your website can act as the primary hub for an online discussion forum where members can ask questions, share resources, and discuss relevant topics. Make the forum members-only by requiring members to sign in. To keep the forum uncluttered and helpful, share a few posting guidelines, such as: - Keep the content on-topic. - Avoid posting any advertisements or requests for services. - Keep conversations respectful and professional. Then, have one of your staff members or volunteers moderate the forum daily to make sure it stays useful for members. ## 2. Share member stories. Your members are accomplished individuals. They may conduct groundbreaking research, leverage innovative new healthcare technologies, or receive prestigious awards. Use your website to [spotlight these members’ stories](/the-art-of-online-storytelling-5-tips-for-your-website/ "Learn more about the art of storytelling from our blog") and achievements. For example, you could create a blog series called “White Coat Wonders: Celebrating Member Achievements.” You could interview one member a week who has done something remarkable, whether they’ve won an award, achieved a research breakthrough, or started a new program. Include a photo of the member and a short Q&A. Be sure to also include information about different aspects of your association that the member is involved in, such as if they are involved in your board, a committee, or a special interest group. Sharing member stories helps members get to know one another and instills a sense of community. It’s also a great way to [show your members appreciation](https://ecardwidget.com/member-appreciation-ideas/ "View some member appreciation ideas from ecard") and acknowledge their contributions to your sector. ## 3. Provide an online directory. A directory offers multiple benefits to members looking to get more involved in your association’s community. Members can use your directory to look up information about their fellow members for networking or mentorship purposes, allowing them to easily make new connections. You can model your directory off of a typical [hospital website directory](https://kanopi.com/blog/hospital-web-development/ "Learn more about developing a website for a hospital"). Allow each member to create an entry in the directory that shares information such as: - Their name - Profession/job title - Where they work - How long they’ve been a member - How long they’ve worked in your industry - Their accreditations - Contact information - Social media handles Create an internal search function that allows members to filter your directory by profession, organization type, location, and other criteria. Work with a web developer as needed to ensure your directory has the right features and functionality for your association’s unique needs. ## 4. Create engaging interactive content. Engaging content should be a cornerstone of your healthcare association’s website. Interesting, informative content will encourage members to return to your website again and again. It will also provide them with discussion materials to review with other members. To keep your website fresh and engaging, incorporate interactive content like: ![Interactive content ideas for association websites (explained in the list below) ](https://lh7-us.googleusercontent.com/mI1Ceccx3R9zIx4B6uLP-f1maCF8lnbFUeG7EEnRGFXPsZEJr5DCQR1X0sOUm-B6fgpjv1FaVSnXm-pWxHhjOzc4DvNF0xz7BIiFYb1xolLi4ZzdMrneMVvYzXvSTZeAR6rqAIWXW05ARNCo7ozhF6Y) - A resource tab with videos, quizzes, and polls - Multimedia blog posts with interactive charts, maps, or graphs - Educational materials and courses that allow members to earn certifications Post your new interactive blog posts in your discussion forum to increase readership and group discussions. ## 5. Spotlight event opportunities. Events allow members to meet and interact face-to-face and form personal and professional bonds. Use your website’s event calendar and blog to share information about events such as: - [Networking](/building-community-and-engagement-with-member-networking/ "Learn Some Member Networking tips from our blog") nights - Social events - Advocacy events - Volunteer events - Fundraising opportunities (whether as a partnership with a [nonprofit](https://kanopi.com/blog/best-nonprofit-websites/ "Learn More About Non Profit Websites") or to fundraise for your organization) - Mentorship meetings - Webinars or seminars Many of these opportunities can take place online and in person, allowing members who live across the country to connect. For example, members could talk on a video call for mentorship meetings or tune into a livestreamed conference presentation. This can help all members feel connected, even if they don’t live close to your association’s headquarters. ## 6. Ask members for feedback. Your online member community is ultimately meant to serve members’ interests. If something is not working for them, allow them to speak up and share their thoughts. On your website, you might gather member feedback through the following channels: - Online surveys and polls - A suggestion box on your homepage - Offering contact information for a staff member that members can reach out to with questions or concerns Keep track of members’ individual responses in your association management system (AMS). According to [Protech’s AMS guide](https://protechassociates.com/association-answers/what-is-an-ams/ "Find out more about Association Management Systems from Protech"), you can store information about members’ preferences in your AMS to reference in future outreach efforts and create a better experience for them. For example, one member might express interest in your association’s virtual networking events. You can personally invite them to similar upcoming events to ensure they’re aware of new opportunities that align with their interests. In addition to directly asking for feedback, you can analyze members’ engagement with your website through analytics tools like [Google Analytics 4 (GA4)](/decoding-member-journeys-with-google-analytics-tracking/ "Learn More About Google Analytics Tracking From our GA Blog Series"). GA4 allows you to track the online member journey to understand the member experience and make changes that enhance engagement. For example, you can assess the primary sources that drive traffic to your website, the actions users take while they’re there, and what causes them to leave your site. Review your analytics weekly or monthly to identify and correct any pain points in the user experience. This could include pages with a high bounce rate or forms with a high incompletion rate. --- Community is essential to your association’s members. With these tips, you’ll be able to create a dynamic online community with multiple opportunities for members to get involved based on their interests and preferences. The online connections they form can translate into real personal and professional relationships that last a lifetime. **Categories:** Blog Posts **Tags:** Best Practices, Community, Membership, Websites --- ### [Prioritization Strategies for Association Professionals](https://amrms.com/prioritization-strategies-for-association-professionals/) **Published:** December 13, 2023 **Author:** Rhonda Clark **Content:** In the bustling world of association management, professionals face a unique set of challenges. Balancing a demanding career with personal life, staying abreast of industry trends, and ensuring member satisfaction are just a few of the balls we juggle daily. This blog post is dedicated to helping association professionals streamline your workload and [enhance your productivity](/skyrocket-your-efficiency-5-essential-productivity-basics/ "Learn How To Be More Productive From The AMR Blog") through effective prioritization strategies. **Understanding the Art of Prioritization** Prioritization is not just about managing tasks; it’s about aligning your daily activities with your long-term goals. For association professionals, this means identifying what’s crucial for member engagement, personal career growth, and the overall health of the association. Here are some strategies to consider: 1\. [The Eisenhower Matrix](https://www.eisenhower.me/eisenhower-matrix/ "Learn About The Eisenhower Matrix"): A Tool for Smart Decisions Based on a concept developed by President Dwight D. Eisenhower, this matrix helps you categorize tasks into four quadrants based on urgency and importance. Anything that’s both urgent and important should be your top priority. Tasks that are important but not urgent should be scheduled. Tasks that are urgent but not important can be delegated, and tasks that are neither urgent nor important should be eliminated. 2\. The 80/20 Rule: Focusing on What Matters Also known as the [Pareto Principle](https://en.wikipedia.org/wiki/Pareto_principle "Learn more about the Pareto Principle"), this rule suggests that 80% of results come from 20% of efforts. Identify the 20% of your tasks that will have the most significant impact on your association and focus your energy there. 3\. Setting SMART Goals Specific, Measurable, Achievable, Relevant, and Time-bound goals provide a clear roadmap for what you need to prioritize. For instance, setting a goal to [increase member engagement](/5-fundamental-member-retention-strategies-for-associations/ "Learn some fundamental member retention strategies from our blog") by 20% in six months is a SMART goal that can guide your daily priorities. **Balancing Professional and Personal Life** For association professionals, maintaining a work-life balance is crucial not only to promote productivity, but also to[ avoid stress and burnout](/3-stress-management-strategies-for-association-professionals/ "Tips on how to avoid stress from the AMR blog"). Here are some strategies to maintain good balance between competing priorities: 1\. Time Blocking [Time blocking](https://www.betterup.com/blog/time-blocking) (or the sister method called timeboxing) means allocating specific blocks of time for different activities, both professional and personal. This method ensures that you dedicate time to important tasks while also carving out space for family and self-care. 2\. Learning to Say No You can’t do everything, and that’s okay. [Learning to say no](https://hbr.org/2021/11/saying-no-at-work-our-favorite-reads "Learn How to Say No") to less important tasks can free up time for what truly matters. 3\. Delegation Effective time management requires [effective delegation](https://www.forbes.com/sites/allbusiness/2023/05/25/how-to-delegate-effectively-8-ways-to-make-the-most-of-your-teams-time-and-talent/?sh=e4c071d58f6f "Learn more about effective delegation"). As a leader, you must develop a culture of accountability within the team, ensuring that delegated tasks are completed efficiently and effectively. 4\. Embracing Technology Use technology to your advantage. Project management tools, digital calendars, and communication platforms can help you stay organized and efficient. **Staying Ahead in Your Industry** To remain relevant and effective, association professionals need to keep up with industry trends and be adaptable to reprioritize tasks based on industry shifts. Here are two ways to stay in the know: 1\. Continuous Learning Allocate time each week to read industry publications, attend webinars, or participate in professional groups. The habit of [continuous learning](https://www.linkedin.com/pulse/7-reasons-why-continuous-learning-important-amit-nagpal/ "Learn More About Continuous Learning") ensures you stay informed and can bring fresh ideas to your association. 2\. Networking [Building a strong professional network](https://www.indeed.com/career-advice/career-development/build-a-network "Learn How to Build A Network") can provide support, resources, and fresh perspectives. Engage in industry events and online forums to connect with peers. **Conclusion** For busy association professionals, mastering the art of prioritization is key to success. You can effectively manage your workload by employing strategies like the Eisenhower Matrix, the 80/20 Rule, and SMART goal setting. Remember, balancing professional commitments with personal life is crucial for long-term success and well-being. Embrace these strategies, and watch as you transform challenges into opportunities for growth and achievement in your association career. **About AMR Management Services** If your professional society or trade association could benefit from skilled professional management support, AMR Management Services is here to help. We are an accredited, full-service association management firm supporting national and international association clients of all sizes. [Contact us today](/contact-us/ "Contact Us Today To Help Your Association Change The World") to learn more about how we can help you take your association to the next level. **Categories:** Blog Posts **Tags:** Association Management, Best Practices, Strategic Planning, Strategy --- ### [Decoding Member Journeys with Google Analytics Tracking](https://amrms.com/decoding-member-journeys-with-google-analytics-tracking/) **Published:** December 6, 2023 **Author:** Mike Cooke **Content:** Association management professionals understand the intricate dance of juggling various digital platforms. From [LMS (Learning Management Systems)](https://memberclicks.com/add-ons/classroom/ "Learn More About Memberclicks LMS") and [community forums](https://thrive.higherlogic.com/ "View what Higher Logic Has To Offer") to [event registration](https://www.cvent.com/ "Open up your event registration with Cvent") websites, each digital touchpoint is pivotal in creating a cohesive member experience. But, how can you truly comprehend the member journey when it spans multiple domains? Enter [Google Analytics 4 (GA4)](/harness-the-power-of-analytics-for-your-association-website/ "View the first post in our Google Analytics Series") with its improved cross-domain tracking — an association’s secret weapon for website usage insights. **1. Streamlined Set-Up = Time Saved:** Previously, tracking users across various association platforms demanded meticulous code modifications. With GA4, this process is simplified, primarily managed via the admin interface. It’s not just about ease; it’s about eliminating potential pitfalls from manual coding errors. **2. Unified Member Journeys:** Consider a member who browses an association’s main site, enrolls in a course on the LMS, engages in a discussion on the community forum, and then registers for an upcoming event. GA4 ensures that this journey, although across different domains, is viewed as a single unified experience. This is invaluable for comprehending and enhancing the [member experience](https://www.wildapricot.com/blog/member-journey "Learn More About the Member Journey from Wild Apricot"). **3. Single Reporting Lens:** In the past, you might have found yourself hopping between analytics of the main website, the LMS, and other platforms to stitch together a user journey. GA4 puts an end to this fragmentation. All interactions, regardless of domain, are captured under a singular user ID. **4. Precise Data Handling:** With multiple platforms in play, data clarity is paramount. GA4 lets association managers specifically determine which domains are included in the cross-domain setup, ensuring that data remains pristine and insights are uncompromised. **5. Holistic Event Insights:** Whether it’s a webinar sign-up, course enrollment, or forum participation, GA4’s event-centric model offers granular insights into each action a member takes across domains. This granularity enables associations to tailor and optimize their offerings more effectively. **6. No More Referral Confusion:** Traffic moving between your LMS, community forum, and main site shouldn’t be mistaken as external referrals. GA4’s refined referral exclusions ensure that internal traffic is classified accurately, giving a clearer understanding of member navigation paths. **Why Associations Should Embrace GA4’s Cross-Domain Tracking**: In the digital age, understanding member behavior is pivotal for associations aiming to offer unmatched value. Every touchpoint, from course enrollments on the LMS to interactions on community forums, tells a story. GA4’s improved cross-domain tracking ensures that this story is not just heard but understood in its entirety. Associations thrive on [member engagement](https://amrms.com/?s=member+engagement "View our posts on Member Engagement"), and in the multi-platform world we operate in, disjointed data can lead to missed opportunities. Embracing the transformative capabilities of GA4 can help associations craft a member experience that’s not just seamless but also deeply resonant. **About AMR Management Services** If your association could benefit from more analytical and data driven tech support, AMR Management Services is here to help. We are an accredited, [full-service](/services/ "View AMR's Association Management Services") association management company with a dedicated [team of experts](/the-amr-team/ "View The AMR Team") supporting national and international association clients of all sizes. [Contact AMR](/contact-us/ "Contact AMR Today!") to learn more about how we can help your association change the world. **Categories:** Blog Posts **Tags:** Best Practices, Data --- ### [Meetings Industry Insights – November 2023](https://amrms.com/meetings-industry-insights-november-2023/) **Published:** November 29, 2023 **Author:** Glen Ellwood **Content:** Did they get it right? At the end of 2022 several [Event Industry Professionals predicted some 35+ trends for 2023](https://www.bizzabo.com/blog/2023-event-industry-trends-predictions "View industry trends on bizzabo's website"). Among those were budgets, the metaverse, work-life balance, data privacy, and the unknown of supply chains and inflation which we have heard about in previous predictions. Some of the more surprising and interesting predictions were more about attendee-driven needs and expectations. For example, we heard about how conference structure needs to be more in tune with the total attendee experience rather than a single free happy hour as a draw. The “wow” of a meeting must be combined with ongoing attendee engagement post-event. The biggest challenge to successful events predicted was talent availability. We have all experienced a shortage of staffing and especially trained staffing. While this continues to be a challenge there have been some major strides made in the right direction. Comfort levels have improved over time since the pandemic with few protocols still in place. In-person [events](https://amrms.com/?s=events "View more posts about events on the AMR blog") are the norm again as was predicted with some residual virtual and hybrid events still in place. Event tech has come a long way and will continue to evolve according to [Evan Babins, Production Manager, Diamond Integrated Marketing](https://www.bizzabo.com/blog/2023-event-industry-trends-predictions "View the predections"). With the emphasis on AI being top of mind, associations will continue to reshape how they plan their gatherings. As predicted, management and allocation of budgets in a fraught economy continues to be a challenge. The ever-rising costs of supplies and goods connected to supply chain issues has continued as a carryover from 2022. A newer trend noted was the focus on the neurodivergent community notes [Claudia Kiss, VP of Marketing, The Vendry](https://www.bizzabo.com/blog/2023-event-industry-trends-predictions "See what Claudia has to say"). The need to offer spaces in larger conferences allowing attendees to “escape” for a bit in less stimulating environments. Many of those who predicted a rise in the metaverse in 2023 drew down noting that it is still a new enough concept that it may see better traction in 2024. We will continue to see some of the same trends moving into 2024 and a handful of newer ideas making for another “interesting” year. Looking to stay ahead of the future trends in the Association Education & Event Space? [Contact AMR Today](/contact-us/ "Get In touch with AMR to learn more about our association services. ") to find out how we can help your association change the world. **Categories:** Blog Posts **Tags:** Conferences, Events, Meetings --- ### [The Art of Online Storytelling: 5 Tips For Your Website](https://amrms.com/the-art-of-online-storytelling-5-tips-for-your-website/) **Published:** November 8, 2023 **Author:** AMR Management Services **Content:** In the digital age, associations like yours are presented with a unique opportunity to connect with your members, engage your audience, and [make a lasting impact](https://amrms.com/are-associations-still-relevant-in-a-digital-world/ "Learn how to stay relevant in a digital world"). One powerful tool in your arsenal is the art of online storytelling. A well-crafted narrative has the potential to transform a mundane website into a dynamic hub that resonates with your audience, shares your association’s values, and drives meaningful engagement. In this blog post, we will delve into the importance of storytelling and provide five valuable tips to help you harness the power of online storytelling on your association’s website. Effective storytelling is not a luxury; it’s a necessity for organizations looking to thrive in today’s fast-paced digital landscape. Most people in your audience will want more than to just buy a membership or benefit from a service; they want to feel like they are a part of something bigger. By weaving compelling narratives, your association can captivate its members, build brand loyalty, and inspire action. A great story has the ability to make your website a destination rather than just another page on the internet. So let’s get started! ## 1. Review what you know about your audience. Creating content that speaks to your audience is key. It helps you connect with members, convert potential members and event attendees, and engage website visitors by making them feel understood and valued. This boost in engagement can lead to more sign-ups, event attendance, and support. To get it right, start by digging into your CRM and AMS data to learn everything you can about your audience. Use tools like [Google Analytics](https://cornershopcreative.com/blog/google-analytics-for-nonprofits/ "Find out more about analytics for non profits") to see what your audience likes most on your website and find ways to give them more of it. Don’t forget to ask your members directly about their needs and content preferences through surveys. After gathering all this information, a [helpful UX strategy](https://amrms.com/how-to-improve-your-association-marketing-with-website-ux/ "Learn more about UX Strategy") is to create an audience persona that you can use as a guide going forward. First, imagine someone who embodies your typical member or customer. Then list their interests, needs, problems, and other helpful information. It also helps to give this person a name and photo so that they become real in your mind. Once you have gotten to know your persona, tailor your content to match their interests, and you’ll likely resonate with others who share those interests. It’s a friendly way to ensure your content hits the mark and builds a stronger bond with your audience. ## 2. Craft compelling narratives. Did you know that storytelling activates various areas in our brain? [Research shows](https://www.forbes.com/sites/theyec/2022/05/19/this-is-your-brain-on-storytelling-why-we-love-narrative-elearning/?sh=7bee2e0830bc "See why we love storytelling on the Forbes website") that storytelling is the most engaging and memorable way to communicate information. Humans have an innate and powerful attraction to stories. The allure of stories lies in our ability to connect with the characters, to become emotionally invested in seeing problems solved, and to experience the range of emotions that stories elicit. **To create great stories, start with a strong narrative.** A narrative is built on a few essential elements: - **Characters:** Relatable and well-developed characters are the heart of a story. They allow us to see the world through their eyes, fostering empathy and connection. - **Setting:** The setting provides context and immerses readers or viewers in the story’s world. It sets the stage for events and allows the audience to visualize the narrative, and even put themselves in it. - **Conflict:** Conflict is the driving force that keeps us engaged. It introduces tension, uncertainty, and the desire to see problems resolved. - **Resolution:** The resolution offers closure, satisfying our need for a conclusion and leaving a lasting impact. - **Sensory details:** Sensory descriptions create a vivid and immersive experience, making the story come alive in the mind of the audience. Incorporating these elements in various forms of [storytelling on your website](https://cornershopcreative.com/blog/best-nonprofit-websites/ "See some of the best non profit websites") can not only inform your audience but also create a more meaningful and emotional connection with your mission and work. It’s a powerful tool for engaging current members, attracting new ones, and communicating the impact of your association effectively. Once you have found your narrative voice, there are lots of ways you can share compelling stories on your website: - **Written content on your blog:** Share stories and anecdotes related to your mission, events, or experiences. Your blog is a great platform for in-depth storytelling, so don’t be afraid to really use this space. - **Video content on your “About Us” page:** Use video to introduce the people behind the association, share success stories, or highlight the impact of your work. Video brings a personal touch to your narrative. - [**Annual reports**](https://doublethedonation.com/nonprofit-annual-report/ "Learn more about annual reports from double the donation") **or impact reports:** Annual reports don’t have to be dry documents. Embed stories that illustrate the difference your association is making. Visual elements and testimonials can make them more engaging, which might also get people talking about them and sharing them. - **Testimonials and reviews:** Gathering reviews and testimonials helps to support your narratives. Go even further by asking your members to tell the story of their experience rather than just stating the outcome. ## 3. Incorporate engaging visuals. People are visual, so incorporating engaging visuals into your online stories is a powerful way to [enhance the impact of your content](https://cornershopcreative.com/blog/nonprofit-web-design-best-practices/). Here are a few of the benefits that great visuals add to your stories: - **Emotional connection:** Engaging visuals can evoke emotions and create a deeper connection with your audience. A moving image, a touching illustration, or a heartfelt photograph can speak volumes and make your narrative more relatable. - **Improved comprehension:** Visuals can simplify complex information and make it more digestible. Infographics, for instance, are excellent at breaking down data and concepts, ensuring your audience understands your message. - **Shareability:** Compelling visuals are highly shareable. Your audience is more likely to share things on social media when they find a visual that resonates with them, and this extends the reach of your story. - **Brand reinforcement:** Visuals can be used to reinforce [your brand identity](https://nxunite.com/nonprofit-branding/ "Learn more about Non Profit Branding from nxunite"). Consistent use of colors, logos, and design elements in your visuals helps in brand recognition and association. - **Memorability:** People tend to remember visual content more than text. A well-crafted image or graphic can leave a lasting impression, making your association and its stories more memorable. Effective visuals come in a lot of different forms, and using a variety of them across your website is highly encouraged! Here are a few ideas to get you started: - **Helpful infographics:** These simplify complex data and statistics into visually appealing, easy-to-understand graphics, making information more accessible to your audience. - **Illustrations:** Custom illustrations add a unique and artistic touch to your content, setting it apart from the ordinary. - **Photos of real people:** Using authentic images of your customers, volunteers, or people impacted by your work adds a human touch and authenticity to your stories. - **Event footage:** Videos and photos from your events give a glimpse of the real impact you’re making. Choose photos that capture the energy and enthusiasm of your community. - **Interactive visuals:** Charts, graphs, and interactive tools provide an engaging way for your audience to explore and understand your data. By incorporating these engaging visuals into your online stories, you can effectively convey your message, evoke emotions, and create a more profound impact. Whether you’re aiming to educate, increase conversions, or promote your work, the right visuals can be the key to success in the digital world. ## 4. Prioritize authenticity. Authenticity is the cornerstone of building trust in your brand and enticing website visitors to engage with your services and resources. People are naturally drawn to organizations they perceive as genuine and transparent. Here’s how you can prioritize authenticity in your online storytelling: - **Use real stories (with permission):** [Real stories from your community](https://amrms.com/building-community-and-engagement-with-member-networking/ "Learn more about community engagement through networking") are incredibly powerful. They provide a human face to your association and showcase the tangible impact of your work. Always respect individuals’ privacy and make sure you have proper consent before sharing personal stories (get it in writing!). - **Share both successes and challenges:** Authenticity involves acknowledging both the victories and the hurdles your association encounters. Highlighting challenges and how you’re addressing them makes your organization more relatable and demonstrates that you’re committed to continuous improvement and transparency. - **Use member-generated content or testimonials:** Encourage your supporters to share their experiences and perspectives. Member-generated content, like blog posts or testimonials, adds an authentic voice to your association’s narrative. It also makes your members feel more connected and valued. - **Tell behind-the-scenes stories:** Lift the curtain on what it’s like to run your association. Share the everyday struggles, triumphs, and even the quirks that make your organization unique. This transparency allows your audience to see the dedication and passion behind your work. For example, you could feature a blog post from a member describing their journey and how your association impacted their life positively. Share a video testimonial from a partner organization expressing gratitude for your support. Or, take your audience on a virtual tour introducing the dedicated team members working behind the scenes at the association’s conference. Prioritizing authenticity in your online storytelling not only builds trust but also humanizes your association, making it more relatable and approachable. It fosters a sense of community and belonging, encouraging visitors to engage more deeply. ## 5. Invite your members to become part of your larger story. Stories serve as a powerful tool for inviting association members and website visitors to engage with your organization. They have the unique ability to draw people into your narrative, making them feel like they are part of something larger. **So how can you encourage your online audience to become a vital part of your association’s story? Invite them!** Invite your members and visitors to take action and contribute to your association’s mission. Whether it’s becoming a member, donating, attending an event, signing up for a newsletter, or volunteering, these actions are the building blocks of your larger story. On your website, this invitation comes in the form of a great call-to-action (CTA). CTAs are essential for guiding people to take specific actions. Here are some tips for creating effective CTAs: - **Concise and eye-catching language:** Use clear and compelling language that tells your audience exactly what to do. For example, “Join Now,” “Donate Today,” “Get Involved,” or “Subscribe for Updates.” - **Strong visuals:** Visual cues can guide your audience’s eyes, so make sure your CTAs stand out visually. Use contrasting colors, buttons, or other design elements to draw attention to the CTA. - **Strategic placement:** Position your CTAs strategically on your web pages. Place them where they make the most sense in the context of your content. For instance, a CTA to become a member should be prominently displayed on your membership page and at the end of member stories shared on your website. - **Careful landing page selection:** The page your CTA leads to is crucial. Ensure the landing page provides all necessary information and a seamless process for the action you’re promoting. For instance, a CTA to attend an event should lead to an event registration page. By using compelling stories and effective CTAs, you can seamlessly integrate your members and website visitors into your association’s larger narrative. It empowers them to be active participants in your mission, fostering a sense of belonging and shared purpose. --- The power of storytelling extends far beyond fiction; it’s an invaluable tool for organizations seeking to foster connections and create a substantial impact online. So, start sharing your story and watch it resonate deeply with the hearts and minds of your members. By embracing the magic of storytelling, your association’s website will be transformed, engaging your audience in a way that leaves a lasting imprint. And, if you’re looking to further enhance your association’s digital presence, consider [reaching out ](https://amrms.com/contact-us/ "Contact AMR Today To Help Your Association Change The World")to an [accredited association management company](https://amrms.com/why-choosing-an-accredited-association-management-company-is-crucial-for-your-organizations-success/ "See Why Accreditation is important") like AMR for expert guidance and support. We can help you harness the full potential of your stories and take your online engagement to new heights. **Categories:** Blog Posts **Tags:** Best Practices, Engagement, Websites --- ### [Maximizing Member Insights with Google Analytics Events](https://amrms.com/maximizing-member-insights-with-google-analytics-events/) **Published:** November 1, 2023 **Author:** Mike Cooke **Content:** We’ve asked, “[Are Associations Still Relevant in a Digital World](/are-associations-still-relevant-in-a-digital-world/ "Learn more about digital transformations in associations"),” because in the age of digital transformation, data-driven insights have become a cornerstone for organizations seeking to understand their audience better and enhance their offerings. We have also previously dipped our toes into the basics on why you should “[Harness the Power of Analytics](/harness-the-power-of-analytics-for-your-association-website/ "Read the first post in this series on Google Analytics and your association website")” for your association website. For associations, where member engagement is paramount, tapping into event-based tracking found in [Google Analytics](https://analytics.withgoogle.com/ "Visit the Google Analytics Home Page") can unlock a wealth of knowledge. Let’s dive into why this form of tracking is a game-changer. **1. Decoding Member Engagement** Event-based tracking offers a lens into which resources matter most with members. Are your webinars hitting the mark? Do certain downloadable resources get more traction? Such insights help fine-tune content strategies to meet members’ needs effectively. **2. Streamlining User Experiences** Ever wondered where potential members drop off during a membership renewal or event registration? Event tracking can pinpoint these drop-offs, enabling associations to refine processes and reduce friction. Add this tool into your toolbox for [Understanding Website UX](/how-to-improve-your-association-marketing-with-website-ux/ "Learn some User Interface Best Practices for your Association Website"). **3. Crafting Personalized Journeys** By understanding the diverse interests of membership segments, associations can curate personalized experiences. When you know what a member segment is frequently accessing, [tailoring communications](/4-effective-strategies-for-engaging-association-members/ "Find out some effective member engagement strategies") becomes second nature. **4. Uncovering Membership Value** Which member benefits are your members cherishing the most? Event data can spotlight highly valued offerings and help reconsider or revamp less popular ones. **5. Boosting Event Attendance** For associations that host a [myriad of events](https://amrms.com/?s=event "Read more blog posts about association events on the AMR Blog"), understanding which promotional tactics yield the best results is crucial. Event-based tracking can track registrations post an email campaign, offering a clear picture of what works. **6. Paving the Way for Continuous Improvement** Feedback isn’t just about surveys. Observing which sections of your platform members interact with the most provides real-time feedback, facilitating ongoing improvement. **7. Powering Advocacy Efforts** Many associations champion causes and rally members for change. Through event tracking, associations can measure the efficacy of their campaigns, refining their [advocacy strategies](/meet-the-association-management-expert-episode-1-advocacy/ "Learn More About Advocacy in Associations"). **8. Smart Budgeting Decisions** Where should you channel your resources? If a specific online course is a hit among members, perhaps it’s wise to invest more in similar educational tools. Event tracking provides the data to make these informed decisions and helps you work out your association’s [annual operating budget](/4-best-practices-for-association-financial-management/ "Learn Four Best Practices For Your Association Budget"). **9. Measuring the Impact of Education** Courses, workshops, quizzes – associations are hubs for learning. With event-based tracking, you can gauge the success of your educational endeavors, ensuring members derive maximum benefit. **10. Fostering Vibrant Communities** For associations boasting online forums or communities, tracking can spotlight trending discussions or the most active contributors, guiding community management strategies. **Conclusion** Event-based tracking isn’t just a tool; it’s a compass to guide associations towards deeper member understanding and refined strategies. By leveraging this data, associations can ensure they’re not just meeting but exceeding member expectations, crafting experiences that truly resonate. **About AMR Management Services** If your association could benefit from more analytical and data driven tech support, AMR Management Services is here to help. We are an accredited, full-service association management firm supporting national and international association clients of all sizes. [Contact AMR](/contact-us/ "Get In Touch With AMR Today so we can help your association change the world") to learn more about how we can help your association change the world. **Categories:** Blog Posts **Tags:** Best Practices, Data, Websites --- ### [3 Stress Management Strategies for Association Professionals](https://amrms.com/3-stress-management-strategies-for-association-professionals/) **Published:** October 25, 2023 **Author:** AMR Management Services **Content:** For working [professionals](/5-proven-techniques-to-engage-young-professionals-in-associations/ "Learn more about Engaging Young Professionals"), stress is an unavoidable part of the job. However, over time, stress multiplies and turns into burnout, which might lead to a lack of motivation. The [World Health Organization](https://www.who.int/news/item/28-05-2019-burn-out-an-occupational-phenomenon-international-classification-of-diseases "Read more about burn out from the WHO website") characterizes burnout as feelings of exhaustion and negativity toward one’s job, increased mental distance from one’s job, and reduced professional efficacy. This can cause lower levels of engagement in the workplace and a drop in employee retention. Not to worry—if you or your association’s staff members have been experiencing stress and burnout, this guide will teach you stress management strategies that you can implement at your organization. Whether you’re an association leader, a [marketing](https://www.massagebook.com/marketing/5-massage-marketing-techniques-that-really-work/ "Learn more about marketing") manager, or an events coordinator, you’ll leave this article feeling more equipped to deal with your workplace stress. Let’s get started! ## 1. Learn proper time management. Time management is an important skill for a young professional working in any industry. Without proper time management, your association’s team members are more likely to feel overwhelmed by their work and stressed out, leading to burnout. To learn proper time management, consider the following strategies: - **Set realistic goals.** Just as it’s important to set big-picture goals, such as in your [association’s strategic plan](/the-association-strategic-plan-whats-the-point/ "See tips on how to make a better strategic plan"), it’s also important to set realistic personal goals. That way, you’re more likely to reach your goals and will feel less stressed about missing the mark. - **Choose a daily priority.** As a working professional, there will be days when you have many different tasks fighting for your attention. Reduce mental clutter and avoid feeling overwhelmed by choosing a daily priority. This will usually be your most important task of the day. - **Reduce distractions.** Social media, emails, and background chatter are all common distractions in the workplace. If you notice a distraction that is continuously taking your attention away from work, determine a way to minimize it. For example, if you’re easily distracted by noise, consider wearing noise-canceling headphones. - **Implement a time management system.** If you’re still having trouble managing your time at work, consider implementing a dedicated time management system. For example, the [Pomodoro technique](https://todoist.com/productivity-methods/pomodoro-technique "Learn more about the Pomodoro Technique") is a popular productivity system. Essentially, you work on a task for 25-minute blocks, called Pomodoros. After every Pomodoro, you get a five-minute break. After every four Pomodoros, you can take a longer 15-30 minute break. A system like this helps keep [productivity levels high](/skyrocket-your-efficiency-5-essential-productivity-basics/ "Learn how to be more productive") but also leaves time for you to rest. - **Delegate tasks if necessary.** Especially if you’re in a managerial or leadership role, you’ll likely have more tasks than you can handle. In situations like these, don’t be afraid to delegate tasks to your directs. That way, you won’t be overwhelmed by your work. Remember that stress is a symptom. To combat it, you’ll need to go to the root of the issue. By implementing these time management strategies in your workflow, you’ll be better equipped to prevent stress proactively. ## 2. Find a healthy work-life balance. Another way for association professionals to reduce stress lies in a healthy work-life balance. In fact, [72% of employees](https://www.zippia.com/advice/work-life-balance-statistics/ "Learn more about work life balance") believe that work-life balance is a very important factor when choosing a job, and 57% of job-seekers say that poor work-life balance is a dealbreaker when considering a new role. Clearly, this concept is important to attract new talent for open roles, as well as for [employee retention and satisfaction](https://nxunite.com/employee-retention/ "Learn more about employee retention"). To create a healthy balance between professional and personal responsibilities, consider the following tips for volunteers and staff: - **Take breaks when stressed.** If you’re feeling overwhelmed, take a moment and step away from your work. Reset your mental state by taking a short walk or getting a new cup of coffee. Then, dive back into your tasks when you feel re-energized. - **Set boundaries with work.** Most people choose not to mix their professional and personal lives to reduce work-related stress bleeding into their personal time. Don’t be afraid to set reasonable boundaries with work, such as refusing to take work calls when you’re out of office, limiting overtime hours, or not working through your lunch hour. - **Be mindful of your needs.** Mindfulness refers to the ability to focus your attention on the present and stay grounded and focused. Incorporate mindfulness into your workday by being present in your body and addressing your physical, mental, and spiritual needs. For example, if you’re feeling a headache coming on, take a short break from work to prioritize your physical needs. - **Take vacation time.** It’s important for you to take vacation time, especially after a big association project like a [fundraising campaign](/6-association-fundraising-ideas-sponsors-will-love/ "Learn more about sponsors and fundraising"). With proper usage of vacation time, you’ll be able to recharge and come back ready to work. This increases your productivity and improves the quality of your work. By establishing a healthy work-life balance, you’ll be able to avoid stress and the impacts it has. For example, [62% of workers](https://www.stress.org/workplace-stress "Learn more about work stress") report ending their day with work-related neck pain. If you’re experiencing physical symptoms of stress from your work, consider pain-relieving remedies such as ice packs or heating pads. Or, consider receiving a medical massage. If you’re worried about the cost of massage therapy, [MassageBook recommends](https://www.massagebook.com/marketing/massage-billing/ "Learn more about massages") double-checking your insurance benefits, as some providers cover medical massages. ## 3. Make operational changes to reduce stress. This third strategy mostly applies to association leaders and professionals in managerial roles in association management companies. However, even if you’re not in a position of power at your organization, you can still promote operational changes that help reduce stress! Here are some examples that support stress management at your association: - **Incentivize self-care with compensation.** [Astron Solutions recommends](https://astronsolutions.net/employee-compensation/ "Learn more about compensation") that organizations keep in mind indirect compensation, which includes all the ways you can give back to team members without paying them directly. . - **Add flexible work hours.** Sometimes, life gets in the way of work. For example, doctor appointments usually need to be scheduled during the workweek. Instead of requiring employees to take time off, add flexibility to your work schedule. AMR provides our employees with the option to work 9-hour days and a half-day Friday. Another options is flextime, where our team works 8 hours, such as between 6 AM and 8 PM, rather than working strictly from 9 AM to 5 PM. That way, they have the flexibility to fit necessary appointments into their work days. - **Implement a remote work format.** Commuting removes a large chunk of time from staff members’ ’ days, giving them less time to unwind and de-stress. As a remote-first workplace, AMR eliminates commute time and builds goodwill and trust with our team members. - **Invest in efficiency-improving software.** Follow the example set by the for-profit industry and invest in software that improves productivity. For example, a massage clinic would choose a [massage therapy solution](https://www.massagebook.com/marketing/comparing-scheduling-apps-for-massage-therapists/ "Learn more about scheduling an appointment with a massage therapist") that makes work easier. Your association could work with your association management company to invest in member management tools, marketing solutions, [financial management](/4-best-practices-for-association-financial-management/ "Learn more about association finanical management") software, or any other helpful solutions. These tools will automate administrative tasks, reducing the time your employees spend on those projects and increasing their productivity. - **Establish a supportive workplace culture.** Center your association’s [core values](/our-culture/ "View AMR's core values") on empathy and respect to build a supportive workplace environment where leaders and staff team members feel empowered to work and can communicate effectively. Recognize each employee’s contributions so they feel valued for their work, increasing their positive feelings toward the associations and decreasing stress. If you’re worried about the stress levels at your association, send out a survey asking volunteers and staff members about the stress they’re experiencing. Collect the responses and analyze them, noting any common answers or frequent suggestions for improvement. Implement the strategies that would work best for your association’s unique needs and show leaders and staff that their well-being is your priority. --- Stress management is important for professionals in all industries, including associations. With these top stress management strategies, you’ll be better equipped to proactively prevent stress and manage it as it comes up. Try a variety of these strategies to find the technique that works best for you and your mental health. And, don’t be afraid to push for operatic change at your association to create a more positive work environment for everyone. **Categories:** Blog Posts **Tags:** Best Practices --- ### [Building Trust: Strengthening the Bond Between Association Boards and Staff](https://amrms.com/building-trust-strengthening-the-bond-between-association-boards-and-staff/) **Published:** October 18, 2023 **Author:** DeLaine Bender CAE **Content:** As association management professionals, we at AMR Management Services know associations rely on an effective relationship between the Board of Directors and staff to fulfill their missions—and [***trust*** is the cornerstone of this partnership](https://www.netsuite.com/portal/resource/articles/business-strategy/build-trust-with-your-nonprofit-board.shtml "Learn more about building trust from NetSuite"). In this blog post, we will explore the importance of trust, the common challenges in building it, and strategies to foster a strong, trusting relationship between association boards and staff. **The Significance of Trust** Trust is the foundation upon which successful partnerships between an association and association management company (AMC) are built. It starts with the belief that association leaders and staff are committed to acting in the best interest of the organization and its members. In other words, the assumption of positive intent. Trust enables clear communication, effective decision-making, and [collaboration within a Board, and with the staff team.](/the-art-of-engaging-your-association-board-7-top-strategies-for-success/ "Learn more about engaging the board") Without trust, even the most well-intentioned leaders and staff teams may find it challenging to work together harmoniously and make any progress toward the association’s mission. **Challenges in Building Trust** Common challenges that must be overcome to build trust in an association include: - **Vaguely Defined Roles and Responsibilities:** We all know the board and staff have distinct roles, job responsibilities, and levels of authority; however, in an association there is sometimes a real or perceived overlap. This is particularly true in smaller associations, where volunteers may be quite hands-on. Misunderstandings and conflict may ensue when roles are not clearly defined and known to all. - **Lack of Communication**: Inadequate communication or poor information flow can result in a lack of understanding. Keeping busy volunteer leaders in the loop on a fast-moving initiative can be a challenge, but is critical. A board member asking, “Where are we on this project?” is a message to staff that more communication is needed. - **Poor Accountability**: A [lack of accountability](https://www.linkedin.com/pulse/power-accountability-why-taking-responsibility/ "Learn more about accountability from Linked In") at the board or staff level can lead to mistrust and animosity. Sometimes, differing expectations create the perception of poor accountability. People thrive in environments where they have clarity on what is expected of them; without that clarity, no one feels comfortable that they are successfully meeting the expectation. - **Past Experiences**: Historical issues, conflicts, or misunderstandings can leave lasting scars that hinder the development of trust. The phrase “once burned, twice shy” is applicable in a business relationship and can take time to overcome. **Strategies to Foster Trust** With more than 25 years working with associations of all types, sizes and structures, AMR Management Services has developed several strategies we utilize to foster trust with our association partners. Here are four basic tenets: **1 \| Transparency and Open Communication** The most important (and basic) step toward building and sustaining trust within an association is having [candid dialogue and clear lines of communication](https://www.councilofnonprofits.org/files/media/documents/2023/ncn-tip-sheet-candid-conversations-2022.pdf "View this PDF from the council of non profits"), as well as a culture of resolving issues through dialogue rather than avoidance. AMR strives to be very open and genuine with our clients, creating frequent opportunities for check-ins, reports, and one-on-one conversations. In addition, we work with our association boards and staff to ensure everyone feels comfortable asking questions and providing feedback. **2 \| Well-defined Roles and Responsibilities** It seems too simple, but a large part of clarifying who-does-what in an association can be accomplished through a responsibilities matrix and easily understood[ job descriptions for board members](https://www.snpo.org/board/jobdescriptions.php "Find board member positions from SNPO") and staff, shared during an annual orientation. For each client, AMR creates an accountability chart, which reflects not just the reporting structure, but also the lines of accountability. Another important element: ensuring that organizational policies and [board decisions are well-documented](https://www.councilofnonprofits.org/running-nonprofit/governance-leadership/effective-board-meetings-good-governance "Learn more on how to run effective board meetings from the council of non profits website") and shared with staff members, so they understand the organization’s direction. **3 \| Clear Expectations and Regular Assessment** Just as employees benefit from [consistent and specific feedback](/volunteer-performance-feedback-the-elephant-in-the-room/ "Learn some tips on feedback") from their managers, association leaders and staff need to be consistently aware of how they and the organization are doing as compared with expectations. It is very hard to hold a team accountable for expectations that are not shared by all. Jointly set strategic goals to foster a sense of unity and purpose among the board and staff. Frequent reviews of the [association’s strategic priorities](/the-association-strategic-plan-whats-the-point/ "Learn more about strategic priorities") and reporting on progress as compared with milestones and metrics will help ensure a shared understanding of what success looks like. In addition to our regular check-ins and assessments of our staff’s performance, AMR recommends that our clients implement a feedback mechanism to [assess members’ satisfaction with the performance of the organization and the board](https://www.boardeffect.com/blog/assessing-board-performance-best-practices-for-nonprofits/#:~:text=Annual%20board%20performance%20assessment%20should,commit%20to%20a%20consecutive%20term. "Learn how to assess board performance from boardeffect.com"). This encourages open and constructive feedback to improve collaboration and address concerns. **4 \| Celebrate Successes Together** To function as a unified team, the board and staff must understand everyone’s contributions are important and valued. We encourage our association clients to acknowledge and [celebrate achievements as a team](https://www.linkedin.com/advice/1/how-do-you-celebrate-your-non-profit-teams "Learn more about celebrating your team members from linked In"), regardless of whether they are the result of board or staff efforts (and usually, isn’t it both?). Acknowledgement within the leadership team is appreciated, but recognizing contributions in a way that is visible to members creates the ultimate impact. **Conclusion** Building trust between an association’s board and staff is an ongoing process that requires dedication, open communication, and a shared commitment to the organization’s success. When this bond is strong, associations can navigate challenges more effectively, make informed decisions, and provide better service to their members. \_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_ **About AMR Management Services** If your professional society or trade association could benefit from skilled professional management support, AMR Management Services is here to help. We are an accredited, full-service association management firm supporting national and international associations clients of all sizes. [Contact us today](/contact-us/ "Contact AMR today to see how we can help you and your association") to learn more about how we can help you take your association to the next level **Categories:** Blog Posts **Tags:** Best Practices, Board, Collaboration --- ### [Building Community and Engagement with Member Networking](https://amrms.com/building-community-and-engagement-with-member-networking/) **Published:** October 4, 2023 **Author:** AMR Management Services **Content:** # Building Community and Engagement with Member Networking Associations understand how important it is to recruit more members and [keep their community engaged](/4-effective-strategies-for-engaging-association-members/ "Learn more about engaging your association members") for the long term. With an active community, your association can thrive and help make a difference in your industry. To captivate professionals in your field, there has never been a better time to lean into member networking. According to the [Membership Marketing Benchmarking Report](https://www.marketinggeneral.com/knowledge-bank "Learn more about Marketing Benchmarks"), networking with other professionals in their field is the most common reason people join associations. Through member networking, you can provide your community with valuable resources like membership directories and mentorship programs. These connections help members grow their skills, careers, and networks. We’ll show you how to create member networking opportunities that will engage your community, satisfy members, and inspire more professionals to join your association. ## What is Member Networking? Member networking involves meeting people in the same field or industry as yourself to form relationships that can propel your professional development, [education](https://memberclicks.com/blog/association-lms/ "Get some great membership tips from MemberClicks"), and career. Forming these relationships can help professionals: - **Build a community:** Grow a network of like-minded individuals to turn to for advice and encouragement. - **Develop industry skills:** Learn valuable skills from courses and programs led by experienced members. - **Learn the latest industry trends:** Discover evolving industry trends and hear how other members navigate them. - **Find a new job opportunity:** Hear about the latest job openings and potentially get interviews arranged by members looking to fill these roles. - **Discover job candidates:** Meet potential candidates for open positions from engaged industry professionals who are committed to their professional growth. - **Meet reliable clients:** Become introduced to clients that other members have connections with. - **Match with a mentor or mentee:** Find another professional to form a meaningful mentorship relationship. By understanding your members’ specific goals, you can provide networking opportunities that keep them engaged and invested in your association. ## Benefits of Member Networking Providing member networking isn’t just valuable for your community. By offering networking opportunities to members, your association can: - **Attract new members:** Member networking activities can entice industry professionals to join your association. - [**Retain current members**](/5-fundamental-member-retention-strategies-for-associations/ "Learn more about member retention")**:** Through providing member networking, your community can enjoy additional value from their membership and stay involved for the long run. - **Boost its reputation:** Highlight the benefits that your association offers through your investment in your members. - **Increase word-of-mouth marketing:** With engaging activities and resources, your satisfied members will discuss your association and its value with their circle of contacts. To attract potential members, you can also open up some of your networking events to non-members or encourage current members to bring a friend. After non-members attend your events, they will likely be interested in learning more and joining. ## Creating Member Networking Opportunities There are plenty of ways associations can facilitate member networking. Popular options include: - **Building a member directory:** Create an online directory all your members, their contact information, and a few details about their experience for your members to access. - **Running happy hours:** Providing a virtual happy or or a special networking-focused event at your conference or chapter event will allow your members to get to to know each other in a stress-free environment. - **Hosting speed networking:** This spin on speed-dating has members quickly meeting with each other to start exchanging information and building connections. - **Organizing conferences:** Through [holding a conference](/6-steps-to-include-in-your-conference-presentation-checklist/ "View our conference presentation checklist"), you can have sessions led by industry experts and experienced members for your community to attend. - **Setting up a mentorship program:** Develop a mentorship program where your community can form their own mentor-mentee relationships and hold mentorship sessions. - **Creating volunteer opportunities:** Help your members contribute to a meaningful cause while spending time together. When determining which networking events will best appeal to your members, you can send surveys to gauge your community’s interests. ## Example of Association Member Networking To inspire your member network planning, let’s take a look at how the [American Marketing Association](https://www.ama.org/ "Visit te AMA Website") (AMA) [manages its member community](https://www.wildapricot.com/blog/association-management-software-options "Learn more about member management software") and events. The AMA is the world’s largest community-based marketing association with more than 65 professional chapters in North America and over 320 collegiate chapters around the world. This association offers tools, training, and a robust community to help members advance their careers and strengthen the marketing industry. In addition to exclusive resources like journals, playbooks, and webinars, each chapter organizes member events for their local community. The AMA Albany chapter, for example, hosts regular morning coffee chats at a cafe where members can network and enjoy beverages. Furthermore, the Colorado chapter offers adventurous events for members, such as a hiking club that combines the thrill of outdoor exploration with networking for a truly memorable event. As seen with the AMA, there are countless ways you can connect with your members while providing them with meaningful and enjoyable member experiences. Consider what events you can regularly hold, like a coffee chat, as well as events that will require more resources and preparation, such as a panel discussion. ## Promoting Networking Opportunities for Members Now that you are ready to develop a robust member networking program for your association, you will need to [create a promotional plan](/association-marketing-3-ways-to-reach-your-members/ "Learn more ways to reach your members") for these activities. ### Website On your association’s website, you can add your networking opportunities along with your other member benefits. This way, current and prospective members can explore the various ways a membership can help them advance their skills and connect with others in the association. Creating a calendar of networking events lets your community learn about upcoming activities, make time for them, and register. Be sure to make [online event registration](https://www.wildapricot.com/blog/event-management-software "Learn more about Event Management Software from Wild Apricot") easy and event [payment information](https://www.wildapricot.com/blog/online-payment-services "Learn more about Payment Services from Wild Apricot") clear. Also, send out reminders for registered members before events begin with information like webinar access details and conference locations. ### Social Media Promote upcoming networking events and opportunities in your social media posts to get current members excited about attending and entice prospective members to join. If you are hosting a conference, for instance, you can share pictures of speakers and complimentary merchandise for attendees to drum up interest. Your social media is also a great space for sharing pictures of your events once they end to demonstrate their success. Encourage attendees to comment about their experience, share their pictures, and welcome questions from people interested in attending future events. ### Email Newsletter Spread the word about upcoming member networking events by sharing them in your email newsletter. With an email campaign, you can entice your members to attend by detailing information about the event such as its theme, notable attendees, and registration instructions across several emails. ## Use Surveys to Optimize Member Engagement To optimize your member networking activities, check in with your members by regularly sending surveys for their feedback. This will ensure that you are providing them with the types of networking opportunities they value the most and are continuously tailoring future events with their preferences in mind. You can ask your members for feedback about: - How much they enjoyed the networking event - What could have been improved - What other events they would be interested in - What industry topics they would like covered With post-event surveys, you can refine your [membership program](https://memberclicks.com/blog/successful-nonprofit-membership-programs/ "View some tips on how to make your membership program more successful") and show your members that you care about their feedback. Through member networking, your community can make lasting and beneficial professional connections that help them grow their skills and advance their careers. By offering networking opportunities, like conferences and mentorship programs, you’ll ensure that professionals will be excited to join your association, stay active, and contribute to the community’s success. **Categories:** Blog Posts **Tags:** Best Practices, Membership --- ### [Are Associations Still Relevant in a Digital World?](https://amrms.com/are-associations-still-relevant-in-a-digital-world/) **Published:** September 27, 2023 **Author:** DeLaine Bender CAE **Content:** Joining with professional colleagues in an association setting is a tried-and-true method to enhance your career, hone your skills, and build your network. But with all the online resources at our fingertips, is that still true today? As a career association executive, I’m admittedly biased. But from my observations of AMR’s more than 25 full-service clients, and my own experience as a member of the [American Society of Association Executives](https://www.asaecenter.org/en "Visit the ASAE Website"), my answer is ***absolutely.*** At AMR, we believe we are [***Helping Associations Change The World***](https://amrms.com/ "Visit the AMR Home Page"), every day. We believe in the power of associations, and understand they have major areas of impact even beyond their membership. Through your association, you can: ## **1 Have a Voice in Your Industry/Profession** Associations can influence government policies, promote ethical standards, and provide a unified voice for a profession or industry. As demonstrated by our client, the [National Association of State Chief Information Officers](https://www.nascio.org/government-affairs/ "Visit the NASCIO Website"), associations can provide federal policymakers with insights and provide expert recommendations on complex issues. NASCIO develops an annual list of federal advocacy priorities and builds calls to action, policy briefs, and legislative alerts around these priorities for members’ use. ## **2 Launch Your Career or Find Your Next Opportunity** Associations can elevate the next generation of professionals and provide career transition support in times of job changes, downsizing, or industry shifts. For example, the [Association of Women Surgeons](https://www.womensurgeons.org/ "Visit the WEN Website") provides a mentorship match program, an online career center, and publishes the *AWS Pocket Mentor* manual for surgical interns and residents. ## **3 Expand Your Skillset and Knowledge Base** Because of their unique understanding of your industry/profession, associations can provide highly pertinent resources—such as demographic reports, research papers, training programs, publications, textbooks, research grants, scholarships, webinars, and educational events—unavailable elsewhere, as well as certifications that increase your marketability. For example, our client the [Academy of Communication in Healthcare](https://www.achonline.org/ "Visit the ACH Website") offers an extensive portfolio of training, ranging from conferences, to an informal interactive discussion series called Coffee Conversations, to the more structured [Healthcare Relationship-Centered Skills](https://rccskills.org/ "Visit the RCC Skills Website") series of evidence-based workshops delivered by ACH faculty. ## **4 Find Your People** Just as important, associations provide a sense of belonging and support for professionals. More often than not, members rank networking as the top reason they join and renew their memberships year after year. Through your association, you can connect with others and access platforms for discussing challenges, sharing perspectives, and seeking advice. The same rings true from an employer’s perspective. Many companies see association membership as a sign of commitment to the field and understand they benefit from employees’ participation and resources. For proof, check out the testimonials page from our client, the [CPA Firm Management Association](https://cpafma.org/about/testimonials "View the testimonials on the CPAFMA website"). ## **Conclusion** Joining an association or professional society is an investment in yourself—and a fairly affordable one at that! Whatever your industry and wherever you are in your career, you can find benefits. While the specific relevance and impact areas may vary depending on the industry or field, your association can deliver value to you and your employer in key areas, including networking, education, advocacy, career development, and a sense of community. Sounds like money well spent! --- **About AMR Management Services** If your professional society or trade association could benefit from skilled professional management support, AMR Management Services is here to help. We are an accredited, full-service association management firm supporting national and international associations clients of all sizes. [Contact AMR](/contact-us/ "Visit our contact us page to find out more about AMR and association management") to learn more about how we can help you take your association to the next level. **Categories:** Blog Posts **Tags:** Associations --- ### [3 Expert Marketing Strategies to Increase Event Attendance](https://amrms.com/3-expert-marketing-strategies-to-increase-event-attendance/) **Published:** September 21, 2023 **Author:** Mike Snusz **Content:** Picture this: your association is gearing up to host a conference on industry insights. You promote the event at the bottom of your email newsletter a few times, but when the event day comes, your attendees numbers are minimal. To navigate around this issue, you need a solid marketing strategy to get the word out about your event and create hype around attending. After all, a big part of making your events a success is having enough people there. But, if people don’t know it’s happening or don’t find it interesting enough, your attendance numbers will reflect this. With multichannel marketing, you can [create multiple touchpoints with members](/association-marketing-3-ways-to-reach-your-members/ "Find out three ways to better reach your members"), allowing you to keep engagement levels high and prove the value in belonging to your association. Then, once you’ve hooked your audience and grabbed their attention, you can direct them to register for your event. Plus, quality event marketing can put your organization on prospective members’ radar and lead to more applications. Use these expert marketing strategies to promote your upcoming association event and increase member buzz: 1. Leverage Text Message Marketing 2. Create Compelling Blog Content 3. Harness the Power of Social Media Creating a winning marketing plan is easy when you have the right tools. Make sure you’re working with a full tech stack, from a comprehensive [text messaging](https://www.tatango.com/blog/nonprofit-text-messaging/ "Text messaging might be the future") platform to an email software solution, to streamline your communications and reach members with ease. ## 1 Leverage Text Message Marketing Text messaging is an incredibly powerful tool when it comes to building your communication and marketing strategy. With an astounding [99% open rate and 90% read rate](https://www.tatango.com/blog/sms-open-rates-exceed-99/ "Learn more about open rates") within just three minutes of being sent, text messages offer a direct channel to reach your association members and capture their attention. To create compelling text messages that spur excitement around your event, use these top tips: - **Highlight your event’s logistical details and purpose:** Dive into what exactly your event is, when it’ll take place, and the benefits of attendance. Pique your members’ interest with a strong hook or subject line, like “Network with esteemed industry professionals next Friday at our annual conference!” Then, you might explain how every member will receive a unique [conference badge](https://www.eventmobi.com/blog/conference-badge-design/ "Learn more about making an impact with your conference badge design") and get the opportunity to meet other individuals in their professional field. - **Add valuable visuals:** If you’ve hosted an event like this (or this same event) in the past, include visuals from the event to grab your members’ attention. For example, you might include photos of your association members networking or listening to speeches. Or, you might send a video highlight reel that shows all the fun and impactful learning moments from your last event. - **Include your registration link:** Include a mobile-friendly link to your registration page so members know exactly where to go to sign up. Best of all, they’ll be able to register quickly from anywhere at any time. This will help contribute to a positive user experience and increase your registration numbers. You could also use text messaging to spotlight other details of your event, such as by: - Sharing the event agenda - Highlighting key speakers - Sending updates and reminders throughout the event - Sending a poll asking for feedback to make future events a success To send your messages off with ease, you’ll need the right technology. Leverage a text messaging platform that prioritizes user-experience and fast messaging speeds so you can quickly send off your communications and feel confident that they’ll reach your members. Consider creating a video walkthrough that shows the process of opting in to your text messaging campaign. Plus, a text messaging platform that offers segmentation and automation capabilities will help you power off personalized thank-you messages after the event. [eCardWidget’s guide to member appreciation ideas](https://ecardwidget.com/member-appreciation-ideas/ "Find out some member appreciation ideas") recommends including a custom greeting in your event follow-up messages and expressing heartfelt gratitude for attending. This will help members feel valued by your organization, boost satisfaction rates, and contribute to [greater retention](/5-fundamental-member-retention-strategies-for-associations/ "Find out 5 great member retention policies"). ## 2 Create Compelling Blog Content Your association’s members look to your blog to learn more about your events and ways they can continue to derive value from your organization. It’s therefore imperative that you generate high-quality blog content that highlights your upcoming event so members can learn more and register on the spot. Consider creating the following blog content to drive member engagement and spark interest around your event: - **Recap the highlights from your last event:** Include photos and videos, an overview of the presentations that took place, and testimonials as social proof from members who were in attendance. For example, you might feature quotes from members about how they were able to develop their professional skills or network with their peers. - **Ask an event speaker to provide a sneak peek of their presentation:** If you have a speaker coming to your event, ask them to author a blog post where they hint at some of their talking points and explain why it’s worth your members’ time to come and hear it. - **Highlight your fundraising needs and how this event will help:** You might be hosting an association event to [build sponsor and attendee revenues](/earning-revenue-at-your-associations-events-4-ideas/ "Learn more about revenue building event ideas") for your organization. Explain how this revenue will make a difference and continue to provide members with an exemplary experience. If your association is a 501(c)(3), include ways members can donate, such as by signing up for text-to-give. [Tatango’s guide to text-to-give](https://www.tatango.com/blog/text-to-give/ "Learn More about texting options for fundraising") explains that text donations are an easy and effective way to raise money for your association quickly, all while catering to the convenience of your members. You can also include a call to action in your blog posts to sign up for more updates and information about your upcoming event. Offer clear guidance on how to opt-in. Consider creating a video walkthrough that shows the process of opting in to your text messaging campaign and share this on your blog. ## 3 Harness the Power of Social Media Social media is another effective tool to promote your event among current members and even inspire prospective members to apply or sign up for events if they’re available to the public. Here are some ideas of compelling content you could create and share: - **Video of a member explaining why they’re attending your event:** Member-driven marketing can help sway people who are on the fence about attending by giving your marketing strategy a more personal touch. If you’re an association made up of [higher education](https://www.tatango.com/blog/higher-education-texting/ "Learn more about texting and higher education from tatango's website") professionals hosting a conference, you could ask one of your loyal members to post a video about why they’re excited to attend. Ask members to create videos and include a catchy hashtag, a link to your event registration page in the caption or bio, and a tag that points back to your social media account so people can follow along for more event updates. - **Photos and brief biographies of speakers who will be in attendance:** If your event will have speakers, make sure to spotlight these individuals and create short bio snippets that prove their credibility. - **Graphics that highlight your event agenda:** Bring attention to your event programming with a captivating graphic that lists out everything members can expect, from networking time to professional development workshops. A seamless integration of social media with text messaging and blog content will make your marketing strategy more cohesive, [engaging](/4-effective-strategies-for-engaging-association-members/ "Learn More About Member Engagement In This AMR Blog post"), and help boost your registration numbers. For example, in your social media captions, don’t forget to provide brief instructions for joining your text messaging campaign for additional event updates. Include links to digital resources like your blog for deeper event insights. ## Wrapping Up By leveraging digital marketing options like text messaging, your blog, and social media, your association will be in great shape to create excitement around your upcoming event and watch your registration numbers skyrocket. Then, you can effectively increase your retention rates with enriching, educational events that help members realize the full [benefits of their membership](https://nxunite.com/membership-benefits/ "View the Benefits of Membership on the NXUnite Website"). **Categories:** Blog Posts **Tags:** Best Practices, Events, Meetings --- ### [The Association Strategic Plan: What’s the Point?](https://amrms.com/the-association-strategic-plan-whats-the-point/) **Published:** September 13, 2023 **Author:** DeLaine Bender CAE **Content:** For many association leaders, a strategic plan is a must, while others are not so enthused. Perhaps they have had a past strategic planning experience that didn’t pan out well—or perhaps they don’t understand the potential positive effects of a well-developed strategic plan. **What’s the Purpose?** The purpose of a strategic plan is to provide your association with a [clear roadmap](https://www.americanexpress.com/en-us/business/trends-and-insights/articles/creating-strategic-roadmap/ "Find out what a Strategic Plan RoadMap looks like") for how it will move forward to achieve goals and objectives. At its core, the strategic plan outlines the association’s vision, mission, values, and strategies for success—but a full expression will help in prioritizing initiatives, allocating resources, understanding strengths and potential threats, and more. When leadership and staff are all on the same page and willing to commit necessary time, funding and attention, the results can be powerful. **Is it Effective?** The effectiveness of a strategic plan depends on several factors, including how well it is developed, implemented, tracked, and adapted over time. When done correctly, strategic plans can be highly effective in guiding organizational decision-making and improving overall performance. [When things go awry,](https://hbr.org/2020/06/6-reasons-your-strategy-isnt-working "Learn more about why your plan may not be working from HBR") common issues include vague or unrealistic goals, disconnection from reality in terms of resources, lack of buy-in (or even resistance) from leaders and staff, poor follow-through or tracking, and failure to modify strategies as circumstances change. Why should your association have a strategic plan? Here are a few key benefits and factors for success. - **Clear Direction and Focus**: A strategic plan helps an organization establish a clear sense of direction. By defining the organization’s purpose (mission), overarching goals and objectives, it can help solidify the true purpose and path; however, a true strategic plan goes behind that. Your plan [must clearly define the issues to be solved](https://www.mckinsey.com/capabilities/strategy-and-corporate-finance/our-insights/the-perils-of-bad-strategy "Learn why a bad strategic plan is bad for your org"), your approach to addressing these issues, and a coherent action plan. If everyone in the association knows where the organization wants to go, the path to get there becomes more evident. - **Goal Alignment:** The aim of a strategic plan is to align all aspects of the organization, including its [resources, activities, and decision-making processes, with its mission and goals](https://www.linkedin.com/pulse/mission-alignment-why-its-critical-your-nonprofits-success-jones/ "Learn more about nonprofit success from LinkedIn"). This ensures that everyone within the organization is working toward common objectives. This can also help eliminate distractions and pet projects that take up time but don’t align with what the association really needs to accomplish. - **Prioritization:** A strategic plan [helps prioritize initiatives and activities](https://www.asaecenter.org/resources/articles/an_plus/2022/05-may/three-steps-to-a-more-focused-and-effective-strategic-plan "Learn more about creating effective strategic plans from the ASAE website") based on their alignment with the organization’s strategic objectives. It guides decision-makers to focus on the most important and impactful projects. Bonus: the plan provides a basis for budgeting and resource allocation, helping the organization allocate financial, human, and technological resources most appropriately. - **Performance Measurement**: A correctly implemented strategic plan establishes [key performance indicators (KPIs) and benchmarks](https://www.constantcontact.com/blog/nonprofit-kpis/ "Learn more about KPIs from Constant Contact") against which progress can be measured. I love to use a simple dashboard to provide ongoing monitoring and evaluation of performance, visible to Board, members and staff. - **Adaptation and Flexibility**: While a strategic plan outlines long-term goals, it should also allow for flexibility and adaptation to [changing circumstances and emerging trends](/uncovering-emerging-trends-through-strategic-planning/ "Read some trends in strategic planning") in the industry/profession. A good plan provides a flexible framework for making informed decisions in response to unexpected challenges or opportunities. No shelving your plan because it has become out of date! - **Communication:** A well-developed strategic plan serves as a [communication tool both internally and externally](https://sloanreview.mit.edu/article/six-steps-to-communicating-strategic-priorities-effectively/ "Learn how to better communicate strategic priorities"). Often our association clients prefer a [one-page summary](https://www.soap.org/assets/docs/Mission%20Vision%20Values.pdf "View SOAP's Mission & Vision (One of AMR Client Partners)") or a [brief, downloadable handout](https:/www.nascio.org/wp-content/uploads/2021/02/NASCIO_StrategicPlan.pdf "View NASCIO's strategic plan (One of AMR's Client Partners)") to create visibility and serve as a constant reminder of the association’s focus areas for current and potential members and supporters. - **Accountability:** To be effective, a strategic planning initiative must assign responsibilities and accountability for the implementation of various initiatives, and [communicate progress on a regular basis](https://www.clearpointstrategy.com/blog/strategy-reporting "Learn More About Strategy Reporting"). This ensures that individuals and teams are held responsible for achieving specific goals. What gets measured gets done! **Conclusion** Overall, a strategic plan is a vital tool for associations, no matter how large or small your association resources may be. AMR is all about a structured approach to achieve long-term success, allocate resources, adapt to change, and fulfill the mission and vision. Done well, a strategic plan is a valuable tool for enhancing organizational focus, performance, and sustainability. However, the mere existence of a plan does not guarantee success; it is the thoughtful execution and ongoing management of the plan that will make it effective. Leaders and staff need to understand: organizations that approach strategic planning with diligence, adaptability, and a commitment to their mission and vision AND leverage the plan to track and report on progress are more likely to see positive results. --- **About AMR Management Services** If your professional society or trade association could benefit from skilled professional management support, AMR Management Services is here to help. We are an accredited, full-service association management firm supporting national and international associations clients of all sizes. [Contact us today](/contact-us/ "Contact AMR Today if you are interested in Association Management Services") to learn more about how we can help you take your association to the next level. **Categories:** Blog Posts **Tags:** Best Practices, Strategic Planning, Strategy --- ### [AMR Management Services Welcomes Research Chefs Association as new Client-Partner](https://amrms.com/amr-management-services-welcomes-research-chefs-association-as-new-client-partner/) **Published:** September 12, 2023 **Author:** AMR Management Services **Content:** LEXINGTON, Ky. (September 12, 2023) — AMR Management Services, a Kentucky-based association management firm, welcomed the [Research Chefs Association](https://www.culinology.org/ "Visit The RCA Site"), the leading professional community for food research and development, as a new client. RCA joins more than [25 other national and international associations](/partners/ "View Our Client Partners") that have selected AMR as their association management partner. ![RCA Logo](https://amrms.com/wp-content/uploads/2023/08/RCA-Logo.png)Research Chefs Association RCA has a professionally diverse membership including chefs, food scientists, and other industry professionals who are shaping the future of food research and development. Its members are the pioneers of the discipline of Culinology®—a rapidly growing discipline that has evolved from the valuable partnership between the culinary professionals and food scientists. “We are proud to partner with a high-energy, forward-thinking group like the Research Chefs Association,” said Nick Ruffin, CAE, President and Chief Executive Officer for AMR Management Services. “RCA is the premier source of global and inclusive culinary and technical information, and we believe our partnership can help elevate their impact.” “The Research Chefs Association is extremely excited to partner with AMR. Our leadership team along with our esteemed membership are excited about the future growth of the organization and expanding Culinology® across the USA, Canada and abroad,” said Charles Hayes, RCA President and Vice President of Culinary Innovation at the Deli Star. “With an engaged leadership and membership, partnered with our new management firm, RCA is ready to move to the next level.” **About AMR Management Services** AMR Management Services provides [professional services](/services/) to a variety of local, regional, national and international nonprofit trade associations, professional societies and foundations. Core services include association management, education and events management, financial and membership management, marketing and creative services, and data and technology management. More than [25 national and international organizations](/partners/ "View Our Client Partner Page") rely on AMR for full-service association management expertise. Association management companies like AMR specialize in managing associations and non-profit organizations, providing leadership and professional management services through experienced staff, best practices and shared resources. As AMCs manage multiple association and non-profit clients, their experience and knowledge base are broad and substantial, positioning AMCs as the preferred choice for full-service and specialized management services. **About the Research Chefs Association** Founded in 1996 by a group of research chefs dedicated to overcoming challenges facing the food product development professional, the Research Chefs Association (RCA) has grown to more than 2,000 members. Today, RCA is the premier source of global and inclusive culinary and technical information for the food industry, with a professionally diverse membership including chefs, food scientists and other industry professionals who are shaping the future of food research and development. RCA’s mission is to cultivate collaborations between the chefs and food science professionals who develop food to increase innovation, quality and speed-to-market. To learn more, visit [culinology.org](https://www.culinology.org/ "Visit the RCA Website"). Download Press Reelase AS A PDF 189.85 KB **Categories:** Press Releases --- ### [How to Improve Your Association Marketing with Website UX](https://amrms.com/how-to-improve-your-association-marketing-with-website-ux/) **Published:** September 6, 2023 **Author:** AMR Management Services **Content:** When it comes to association [digital marketing](/association-marketing-3-ways-to-reach-your-members/ "Learn more ways to reach your members"), your website is the glue that holds your strategy together. While your organization likely already leverages digital marketing assets such as email and social media, your website is the hub where you house important information aimed at current and potential members and sponsors. That being said, your website is only useful as a marketing tool if it’s made with user experience (UX) in mind. After all, it must be intuitive, accessible, and navigable to keep visitors on the page. So, let’s explore what associations can do to improve [website design](/3-web-design-trends-your-association-should-be-embracing/ "Find out three website trends that can help your association\") and provide value to visitors. ## Understanding Website UX Before we go over our best practices for improving UX, it’s important to understand what it is and how it’s related to [digital marketing for nonprofits](https://fiftyandfifty.org/nonprofit-digital-marketing/ "Learn more about marking for non profits"), professional societies and trade associations. **UX, or user experience, refers to the overall experience that a website visitor has when they arrive on a page.** Some elements that impact UX include: - Performance, such as load speed - Accessibility - Organization and navigation - Content quality and usefulness - Visual layout Plus, [per NXUnite](https://nxunite.com/search-engine-optimization-for-nonprofits/ "Learn More About SEO for NonProfits"), mobile-friendliness is an important part of search engine optimization (SEO), which boosts your website’s visibility online. UX plays a major role in establishing your association’s credibility and professionalism, which are key characteristics of a winning brand identity. It only takes a mere [50 milliseconds](https://cxl.com/blog/first-impressions-matter-the-importance-of-great-visual-design/#:~:text=It%20takes%20only%201%2F10th,they'll%20stay%20or%20leave. "Learn how to make a good first impression") for users to form their first impression of your website, and UX is crucial to acing it. Your organization will come across as more trustworthy with a functional and user-friendly website, enticing potential members and sponsors to get involved. ## Strategies for Optimizing Your Website’s UX Now that you understand the importance of prioritizing your website’s UX, let’s explore some best practices you should follow to create the best onsite experience possible for users. –**1 Streamline navigation and data architecture** When you break down your website into its most basic parts, it’s essentially a database of everything related to your association. Organizing it intuitively is key to keeping users on the page and converting them into long-term supporters. Jumpstart your organizational process by: - **Auditing your existing navigation.** Poll your members to understand how you can improve your website’s navigation. You could also enlist the help of a [nonprofit web design professional](https://fiftyandfifty.org/nonprofit-branding-agency/ "Learn more about Fifty and Fifty") to ensure that your strategy is on the right track. - **Simplify menu structure.** Your menu is the most significant navigational element on your website, so make it as straightforward and logical as possible. Mention important pages with simple terminology, such as “our story,” “get involved,” and “about us.” Also, you should make action items like your join and donate buttons stand out by using a different color scheme. - **Use dropdown menus sparingly.** If you have important subcategories that you want to highlight, ensure you only include a few per dropdown. For example, an “about us” page could have the dropdown options of “our story,” “contact information,” and “mission statement.” The most important element of navigation optimization is how easy it is for your users to get where they need to be. By tailoring your navigation strategically, you can funnel them to the pages that are most likely to convince them to engage with your association. –**2 Make your website mobile-responsive.** With [over half of all web traffic](https://explodingtopics.com/blog/mobile-internet-traffic "Learn more about mobile traffic") originating from mobile devices, it’s crucial that your website is accessible on all devices. Achieve this by: - **Using a responsive design.** This style resizes your content to fit the user’s screen, allowing anyone to use your website effectively. - **Sizing your font appropriately.** Avoid tiny font sizes that cause eye strain for mobile users. - **Incorporating touch-friendly features.** All elements of your website should be usable by mouse, keyboard, *and* touch screen. If you aren’t a web designer, don’t worry—you don’t have to be to implement these changes. Your association management partner can design a site or help you find a powerful web builder that can create a website accessible to both desktop and mobile users. The best options will allow you to preview your pages on a desktop view and a mobile view so you can visualize what you still need to change to align with the most updated guidance. –**3 Prioritize accessibility.** Remember that your website should be useful for all visitors, regardless of their abilities. Fortunately, there are some easy fixes you can make in your website builder to make your content accessible to anyone who comes across your site. The [Web Content Accessibility Guidelines](https://www.w3.org/WAI/ "Learn more about accessibility guidelines")’ most recent version lays out the standard characteristics of accessible web content. WCAG says that content must be **perceivable, operable, understandable, and robust**. To satisfy each of these criteria, you can: - **Incorporate alternative text.** This attribute allows you to describe what’s happening in an image to people with visual impairments. Your alt text should be between 120-150 characters and not only explain what the subject of the image is but the purpose of the image as well. - **Make your interface intuitive and safe.** Ensure all of your website is navigable via keyboard and touchscreen. Also, avoid posting content that could trigger seizures, such as flashing animations. - **Create user-friendly visuals.** Maintaining a high-quality visual layout isn’t just important for your branding’s sake. [Fifty & Fifty recommends](https://fiftyandfifty.org/nonprofit-marketing-agency/ "Learn more about Fifty and Fifty") intentionally leveraging digital design elements such as white space and color contrast to highlight important parts of the text and ensure the content is legible to all. By prioritizing accessibility, you not only make your website a more user-friendly marketing tool but you also make your mission more visible to anyone who wants to learn more. ## Wrapping Up Whether you’re focusing on improving [your website’s SEO-friendliness](https://amrms.com/boost-your-associations-online-visibility-with-these-5-expert-seo-practices/ "Learn More About SEO for Association Websites") or driving conversions to your online donation page, the process starts with implementing [web design best practices](https://nonprofitssource.com/nonprofit-web-design/ "Learn more best practices for nonprofit websites"). Once you’ve started making changes, keep track of analytics such as click-through rate and search engine impressions so you can tailor your strategy [with data in mind](/4-tips-for-your-associations-data-driven-marketing-strategy/ "Learn how to use data to work for you and your organization") going forward. Remember to ask association members for feedback as well so you can continue making your website as intuitive and useful as possible. That being said, as long as you keep the user experience as the crux of your strategy, you’ll be reaching new audiences in no time. **Categories:** Blog Posts **Tags:** Association Management, Best Practices, Websites --- ### [Meetings Industry Insights – August 2023](https://amrms.com/meetings-industry-insights-august-2023/) **Published:** August 28, 2023 **Author:** Molly Marsh **Content:** The headline of the most recent [Meeting Professionals International Meetings Outlook](https://www.mpi.org/docs/default-source/meetings-outlook/meetings-outlook-spring-2023.pdf#page5 "Read more about the spring meeting outlook on the MPI website") articulates what most in the industry have been feeling: *Cost Increases Continue to Outpace Budgets, Present Challenges*. But it’s not all bad news! The drive for attendance is back for most organizations, with over 80% of planners reporting and projecting continued in-person attendance growth. The ongoing challenge for associations is how to maintain this energy and momentum with participants – how to build conferences, meetings, and educational events that members want to come to without increasing the costs so significantly that they are out of reach. Clarity, creativity, and communication are always important, but are essential for success of association meetings in the current climate. Organizations must be ***clear*** on their goals and priorities; when “having it all” is not financially feasible, knowing what is most important helps drive decision-making. Groups may also have to get ***creative*** with aspects of their events to adjust to increased costs. Whether it’s scaling back the number of concurrent session rooms to eliminate AV, or shifting an awards gala dinner to lunch, changing up some of the event can help reduce the impact of inflation. And, finally, regular and consistent ***communication*** with partners at all levels – the volunteers, hotels, production partners, sponsors – is a must. The expectations may need to be set differently than pre-COVID events and the only way to do that is through proactive communication. Other key trends and important issues on the radar for Fall: - ***Enhanced Site Selection and Contracting*** – One way to control the increasing costs is to include better pricing negotiation in contracting and the site selection process. New steps incorporated into the AMR core process shift these discussions with potential partners so that they happen earlier and more frequently in the event planning life cycle. By engaging in these discussions right from the start of the relationship, we’re better able to plan for the real costs for each event and identify the hotel or venue partners that are willing to work with us to ensure a mutually successful experience. - ***COVID, Cold and Flu Season*** – [COVID cases are rising](https://www.meetingsnet.com/risk-management/covid-numbers-are-are-your-fall-meetings-prepared "Read more about covid numbers rising on the meeting net website") as new variants emerge and many doctors are concerned flu season may again start early and [be significant](https://www.aarp.org/health/conditions-treatments/info-2023/flu-season-forecast.html). It is important to discusses these needs going into fall events and consider additional messaging around masking, expectations for non-attendance for those who are ill, and/or reminders of good hygiene practices. - ***Sustainability*** – Placing an emphasis on the reduction of food waste is good for the planet and good for the bottom line! AMR clients with fall meetings will each see 1-2 food waste reduction strategies implemented this year, ranging from more specific orders for the attendance numbers, to one-on-one communications with those with special dietary needs, to donating excess food. - ***Political and Social Factors*** – Associations and other mission-driven organizations continue to struggle with whether or not to hold their meetings in locations (states/cities) that have passed legislation that is not consistent with the values of the organization. The debate is a difficult one, and for associations with contracts already in place, the financial penalties for cancelling the contract and moving locations are often so high that there is really no choice but to proceed with the venue as planned. Many groups are turning to solutions like [Social Offset](https://socialoffset.org/ "Learn more about social offset") to invest in organizations that are doing work to address the political situation or heal social divides in the community. --- ### About AMR Management Services Through their knowledge of the latest trends and emerging practices, the Education & Events experts at AMR Management Services can help your association or professional society create event **experiences** with lasting impact. [Contact AMR](https://amrms.com/contact-us/) today to learn more about how we can help you take your next association conference to the next level. Photo by [Elena Mozhvilo](https://unsplash.com/@miracleday?utm_source=unsplash&utm_medium=referral&utm_content=creditCopyText) on [Unsplash](https://unsplash.com/photos/_ecT_VCuX14?utm_source=unsplash&utm_medium=referral&utm_content=creditCopyText) **Categories:** Blog Posts **Tags:** Conferences, Meetings --- ### [Nick Ruffin Named to Chair AMC Institute’s Board of Directors](https://amrms.com/nick-ruffin-named-to-chair-amc-institutes-board-of-directors/) **Published:** August 28, 2023 **Author:** AMR Management Services **Content:** LEXINGTON, Ky. (August 28, 2023) — Nick Ruffin, CAE, President and CEO of Lexington-based AMR Management Services (AMR), has been elected chairman of the AMC Institute (AMCI) Board of Directors. Ruffin’s term will begin January 1, 2024, with a formal introduction at the AMCI Annual Meeting (Feb. 14-16) at the MGM Mandalay Bay Resort in Las Vegas, Nevada. ![AMCI Logo](https://amrms.com/wp-content/uploads/2023/08/logo.webp) Founded in 1963, [AMCI](https://www.amcinstitute.org/ "Visit the AMCI Website") is a national, nonprofit trade organization focused on advancing professionalism and high industry standards for association management companies. AMR is one of nearly 200 member firms. Association management companies like AMR specialize in managing associations and nonprofit organizations, providing leadership and professional management services through experienced staff, best practices and shared resources. As AMCs manage multiple association and non-profit clients, their experience and knowledge base are broad and substantial, positioning AMCs as the preferred choice for full-service and specialized management services. Ruffin has been involved in the AMCI since 2008 and has served on the AMCI board for nearly ten years, including previous terms as a Director, Secretary, Treasurer and Chair-Elect, as well as serving on several committees and task forces. He will chair a 12-member Board of Directors representing the leading firms from the association management company community as well as key industry partners. “As a long-time member, I understand the value AMCI brings,” said Ruffin. “The opportunity to lead the institute at such a critical and transformative time for our industry is a great honor. I look forward to working with an outstanding board to help our industry continue to thrive.” Download Press Reelase AS A PDF 190.51 KB **Categories:** Press Releases --- ### [Harness the Power of Analytics for Your Association Website](https://amrms.com/harness-the-power-of-analytics-for-your-association-website/) **Published:** August 9, 2023 **Author:** Mike Cooke **Content:** As association professionals, we’re always striving to better understand our members and stakeholders. In the digital age, our websites have become one of the most critical touchpoints in this quest. However, a website isn’t just a digital storefront or an informational hub; it’s also a goldmine of valuable data. And the key to unlocking this treasure trove? [Google Analytics](https://analytics.google.com/analytics/web/ "Visit the Google Analytics Website"). Google Analytics, especially Google Analytics 4 (GA4), is a game-changer for associations. It provides a wealth of insights into user behavior, helping associations create more engaging content, improve member acquisition, increase retention, and optimize resources. Here are the reasons why Google Analytics is a non-negotiable tool for your association website: **1. Understanding Your Audience** The first step to serving your [members](/tag/membership/ "See more of our articles on Association Membership") effectively is understanding who they are. Google Analytics gives you a detailed breakdown of your audience’s demographics, including age, gender, location, and even their interests. You can also see what devices and browsers they’re using. These insights can guide your communication strategy, content development, and tech investments. **2. Analyzing User Behavior** [GA4’s event-based tracking](https://www.lovesdata.com/blog/google-analytics-4-events "Read More About G4 Event Tracking from the Loves Data Website") provides a granular understanding of how visitors interact with your website. You can track every click, form submission, download, and much more. This helps you determine what content is resonating with your audience and where you may need to make improvements. **3. Enhancing Member Acquisition and Retention** Google Analytics allows you to track the customer journey from the first interaction to conversion, and beyond. You can understand what drove them to join, which channels are most effective, and identify potential friction points in your conversion funnel. It can also predict churn, enabling proactive engagement strategies to [retain members](/5-fundamental-member-retention-strategies-for-associations/ "View Our Tips On Membership Retention"). **4. Measuring Engagement and Impact** As an association, your goal is not just attracting visitors, but engaging them. GA4’s advanced analysis techniques, such as [funnel analysis](https://www.youtube.com/watch?v=c_AhsKuNrWk "See Funnel Analysis in action") and path analysis, provide deep insights into member engagement. You can see which pages or features keep them hooked and which ones may need a revamp. **5. Maximizing Your Marketing ROI** Using Google Analytics, you can track the effectiveness of your marketing campaigns in real time. By defining audiences based on demographics, behavior, or a combination of factors, you can create personalized campaigns and measure their impact, optimizing your marketing budget. **6. Guiding Your Strategic Decisions** [Data-driven decision-making](/4-tips-for-your-associations-data-driven-marketing-strategy/ "Learn More about Data Driven Marketing") is not just a buzzword; it’s a necessity in today’s competitive environment. Google Analytics provides the data and insights you need to make informed strategic decisions. Whether you’re planning a website redesign, considering new member services, or setting membership goals, Google Analytics can provide the insights you need. In conclusion, Google Analytics is not just a nice-to-have tool for your association website, but an essential one. It provides data and insights that enable you to understand your members better, enhance engagement, improve conversion, and make strategic decisions. The [power of data](/using-your-associations-data-to-tell-a-story-4-steps/ "Learn How To Use Your Data To Tell A Story") is undeniable, and Google Analytics is your key to harnessing this power for the benefit of your association. [Contact us](/contact-us/ "Use Our Contact Form To Get In Touch With Us Today!") today to find out how AMR can help you unlock your association’s website data and more. **Categories:** Blog Posts **Tags:** Best Practices, Data, Websites --- ### [5 Proven Techniques to Engage Young Professionals in Associations](https://amrms.com/5-proven-techniques-to-engage-young-professionals-in-associations/) **Published:** August 2, 2023 **Author:** DeLaine Bender CAE **Content:** So often we hear potential new association clients comment that they have an issue with reaching younger potential members. Often they say, “Gen (fill in the blank) are just not interested.” However, an association cannot be sustainable long-term without continuing to recruit and retain younger members. The question to ask is whether the association is reaching out to potential members through the right channels and doing things that are appealing to the needs of young professionals. The “same old, same old” is not going to resonate with every demographic, and in fact may be inadvertently giving the message that association membership would not benefit them. To reach younger potential members, associations need to adapt their services, outreach, and engagement strategies to resonate with their interests and preferences. Here are some effective ways to attract and engage younger individuals: **1. Refresh your Social Media Presence** You already have a [social media](https://amrms.com/?s=social+media) presence, but are you using the channels that reach your target audience? Data shows that younger members gravitate toward more visually interesting options like TikTok, Instagram and YouTube. But don’t make the mistake of adding new channels without [rethinking your strategy](https://sproutsocial.com/insights/tiktok-marketing/ "Learn More About TikTok Marketing"). Engaging content, visuals, and videos will have more appeal; anything else may have the opposite effect. All the better if you can [collaborate with influencers](https://impact.com/influencer/7-tips-brand-collaborations-with-influencers/ "Learn More About Brand Collaborations") or thought leaders who have a following among the younger demographic in your field. **2. Put a New Spin on Your Content Marketing** Who better to message the value of your association than your own members? [Engage your younger members](https://memberclicks.com/blog/engaging-your-young-professional-members/ "Learn More About Engaging Younger Members From MemberClicks") to create and share blog posts, articles, videos, podcasts, or webinars on topics they feel will resonate with their peers. Focus on quality content that specifically addresses the needs and interests of those who are in the early stages of their careers or are looking to enter the field your association serves and ask younger members to help promote the opportunities. This has the double benefit of engaging existing members and helping ensure your [content marketing](https://www.semrush.com/blog/content-marketing-strategy-guide/ "Learn More About Content Marketing From SEM Rush") is on point. **3. Offer Facilitated Networking and Mentoring Opportunities** To grow their careers, young professionals want to connect with each other and with seasoned industry professionals. They value [networking](/conference-networking-initiative-yields-positive-results-2/ "Learn More About Conference Networking") and building relationships but may be hesitant to approach big names in the industry on their own. A hands-on approach to making those connections facilitated by the association is often appreciated, whether it is a [mentoring program](https://www.soap.org/mentoring-academy "View a mentoring example from SOAP") or something more informal. Also, to plant the seed early, consider a student membership and collaboration with colleges, universities, and student organizations to introduce your association to potential members at the beginning of their careers. **4. Rethink your Website** Keep an eye on your website data using tools like Google Analytics. If most of your traffic is coming through on mobile and your website and communication channels are not [optimized for mobile devices](https://blog.hubspot.com/marketing/optimize-website-mobile-experience "Learn More About Mobile Optimization"), make a change now! Your potential audience heavily relies on smartphones for information, so structure and content must be focused on mobile readiness, easy navigation, and quick responsiveness. Incorporate [gamification](https://www.valamis.com/hub/gamification "Learn More About Gamification") elements to make the experience more interactive and create online communities or forums where members can connect, share ideas, and discuss industry trends with their peers. Also, consider providing exclusive content both inside and outside the members-only firewall to give prospective members a taste of the association’s value. A [young professionals landing page](https://yp.ieee.org/ "See an example of a young professionals page") within your website could be a great opportunity for targeted resources and messaging. **5. Be Authentic and Community Minded** This section is the longest because I think it’s the most overlooked. Many young professionals aren’t motivated to join their professional association because they don’t feel they have a voice until the later stages of their careers, or they assume the association doesn’t care about issues relevant to them. What are you doing to create a sense of community? Here are some suggestions: - Hold [focus groups](https://www.scribbr.com/methodology/focus-group/ "Learn More About Focus Groups") or survey younger members – and ensure you take their feedback into account when making decisions or planning initiatives. This demonstrates that you value their input and are willing to make improvements based on their suggestions. Whatever you do, don’t ask for their input and then not be open about how it was used (or not used). - Don’t be hesitant to engage in conversations on social media, forums, and events where members can express their opinions and share experiences. A willingness to be [transparent](https://www.linkedin.com/advice/0/how-do-you-foster-culture-honesty-transparency-your "Learn How To Foster A Culture Of Honesty and Transparency") and communicate openly will build credibility and make younger members feel more engaged. Members need to feel they can contribute in meaningful ways, or they will find other ways to spend their time where their contributions are valued. - It goes without saying that your association must demonstrate a commitment to all aspects of [diversity, equity, inclusion, and belonging](https://www.asaecenter.org/resources/articles/an_plus/2021/november/how-a-mentorship-program-can-boost-internal-dei-initiatives "Learn More About Diversity form ASAE Center"), as these are critical principles for your organization overall. This is not an initiative; it is embedded in everything the association does. Ensure that new members feel welcomed and supported when joining the association by getting to know them and what they hope to gain from the association. - Engage in philanthropic activities and support causes that align with the values of your association. Many associations organize [community service events](https://www.classy.org/blog/community-service-ideas/ "Get Some More Community Service Ideas") or fundraisers in conjunction with their conferences (great idea!), but how else can your association make a positive impact in the community? **Conclusion** The participation of young professionals as association members is critical to the long-term sustainability of your association. To recruit them, your association must have visible, relevant services and an effective strategy to reach them. To retain them, your association will need to continually reassess member benefits and communication strategies. Engaging directly with younger members is an important element of understanding their needs and preferences. Get to know them, and tailor your approach to align with their interests and career aspirations to create a positive and lasting relationship. Then, remain flexible to adapt to the next wave of young professionals entering the workplace! Flexibility is one of AMR’s core values. [Get in touch with us today](/contact-us/ "Contact Us Today!") to see how we can help your association grow. **Categories:** Blog Posts **Tags:** Best Practices, Membership --- ### [Why Choosing an Accredited Association Management Company is Crucial for Your Organization's Success](https://amrms.com/why-choosing-an-accredited-association-management-company-is-crucial-for-your-organizations-success/) **Published:** July 19, 2023 **Author:** DeLaine Bender CAE and Mike Cooke **Content:** As we discussed in a [previous blog post](/what-is-association-management/ "Learn More About Association Management"), an association management company (AMC) is a professional service provider that manages and administers the operations of associations, non-profits, and other membership-based organizations. The role of an AMC like AMR is to help the organization meet its goals, run its programs, and grow its membership. However, not all AMCs are created equal. Choosing an accredited association management company is crucial for ensuring that your organization receives high-quality services and achieves its objectives. In this blog post, we will discuss the importance of choosing an accredited AMC. **What is an Accredited AMC?** An accredited AMC is one that has been vetted by [the AMC Institute](https://www.amcinstitute.org/ "Visit the AMCI Website"), an organization that sets professional standards for the industry. The AMC Institute is a non-profit trade association that represents more than 200 AMC firms worldwide. It provides [accreditation](https://www.amcinstitute.org/benefits-of-accreditation- "Learn More About the Benefits of Accreditation from the AMCI Website") to AMCs that demonstrate a high level of professionalism, ethical behavior, and quality services. Accredited AMCs are held to a higher standard than non-accredited firms and must adhere to a strict code of ethics and be audited independently to maintain accreditation. AMR is charter accredited by the AMC Institute, the trade association for association management companies, under the guidance of [the American National Standards Institute (ANSI)](https://ansi.org/ "Learn More About ANSI Standards on the ANSI Website"). The ANSI/AMC Institute Standard of Good Practices for the Association Management Industry was designed to establish internal quality service systems. AMCs that have adopted this standard have made a commitment to uphold and deliver the highest possible level of customer service using a documented set of best practices. In 2002, [AMR was one of the first five firms to achieve this designation](/amr-management-services-achieves-amc-institute-re-accreditation-2022/ "Learn More About AMR's accreditation history") and still is one of only 19 charter accredited firms more than 20 years later. “For our company, there was never a question that we wanted to become accredited,” said Nick Ruffin, CAE, AMR President and Chief Executive Officer. “In fact, our company was deeply involved in the creation and updating of the standard since the program’s inception. The accreditation standards are so completely ingrained in who we are as a company, they are embedded in all we do and how we onboard our employees and clients. The principles of the accreditation program have been instrumental in our continued success as a professional services firm.” **Why Choose an Accredited AMC?** - **Quality Services** – Accredited AMCs are recognized for their high-quality services. They have undergone a rigorous evaluation process and must meet strict standards for performance and professionalism. Accredited AMCs are committed to delivering exceptional services to their clients and continuously improving their processes. - **Expertise** – Accredited AMCs employ experienced professionals who are experts in their respective fields. These individuals have the knowledge and skills necessary to help organizations achieve their goals. Accredited AMCs provide access to a team of experts who can offer guidance and support in a wide range of areas, including strategic planning, financial management, marketing, and membership recruitment. - **Ethical Behavior** – Accredited AMCs are committed to upholding the highest standards of ethical behavior. They must adhere to a strict code of ethics including guidelines for transparency, confidentiality, and conflict of interest. Accredited AMCs are committed to acting in the best interests of their clients and keeping the highest levels of integrity. - **Accountability** -Accredited AMCs are accountable to their clients and the AMC Institute. They must regularly report on their performance and undergo a reaccreditation process every five years. Accredited AMCs are committed to providing transparent and accountable services to their clients. “Choosing an association management partner is a huge decision for Boards of Directors, so factoring in whether the firm is accredited is a great place to start,” said Tracy Tucker, AMR Executive Vice President. “AMCs that have gone through the accreditation process have already proven they are committed to a high level of professionalism, process, and quality. That is definitely not the only consideration for selecting a management partner, but it’s a great beginning.” Choosing an accredited association management company is crucial for ensuring that your organization receives [high-quality services](/services/ "View Our List Of Association Management Services") and achieves its objectives. Accredited AMCs are recognized for their expertise, ethical behavior, and accountability. They provide access to a [team of experts](/our-people/ "View Our Team Of Association Professionals") who can help your organization grow and succeed. When choosing an AMC, it is essential to look for the AMC Institute accreditation to ensure that you are working with a professional, trustworthy, and committed partner. [Get in touch with us](/contact-us/ "Visit Our Contact Us Page For More Info") today to see what AMR can do for your association. **Categories:** Blog Posts **Tags:** Accreditation, Association Management, Working With An AMC --- ### [6 Association Fundraising Ideas Sponsors Will Love](https://amrms.com/6-association-fundraising-ideas-sponsors-will-love/) **Published:** July 12, 2023 **Author:** AMR Management Services **Content:** Your association exists to provide your members with valuable services and resources. But as association professionals know, this requires creativity, innovation, and a winning fundraising strategy. Sponsors, whether they’re [driving revenue](/earning-revenue-at-your-associations-events-4-ideas/ "Learn More About Association Revenue") for a specific fundraising event, underwriting a specific program, or providing general support, are key to helping your association fulfill its mission and serve its members. Here are six fundraising ideas to pitch to your association’s sponsors. ## 1. Corporate Social Responsibility Initiatives Corporate social responsibility (CSR) is the idea that businesses have a responsibility to the people and environment that exists around them. Building partnerships with socially-responsible companies through CSR initiatives is bigger than just pitching a sponsorship. [Social responsibility programs](https://amrms.com/7-reasons-your-association-should-be-socially-responsible/ "See how your association can be more socially responsible") also boost your association’s reputation, serve your community, and attract new members. In fact, [according to Harvard Business School,](https://online.hbs.edu/blog/post/corporate-social-responsibility-statistics "Learn More About Corporate Social Responsibility") a majority of consumers believe it’s important for companies to take a public stand on social causes. As such, [prioritizing corporate social responsibility](https://360matchpro.com/corporate-social-responsibility/ "Learn How To Prioritize Social Responsibility"), both internally and with corporate sponsors, sheds a positive light on each party. CSR programs open doors for sponsorship opportunities while aligning the sponsor’s brand with the association’s mission. Target businesses that share your association’s values and have overlapping audiences. ## 2. Themed Galas Themed galas offer attendees and sponsors a unique and immersive experience that raises money for your association. Galas also present powerful networking opportunities for association members to make connections amongst themselves and also with sponsors and corporate partners. What’s more, galas are chock full of branding opportunities for sponsors that can play off of the event’s theme or components. For example, if your gala features food from around the world, consider a local international market for a sponsorship. Or if the event includes wine or beer-tasting, look to a winery or brewery in your area. Galas often engage wealthier donors. [GolfStatus suggests](https://golfstatus.org/golfforgood/golf-tournament-sponsors?utm_source=amr&utm_medium=referral&utm_campaign=&utm_content=associationsponsors "Learn More From GolfSatus") targeting the following types of businesses to sponsor events that attract a wealthier attendee base: - High-end restaurants, bars, or lounges - Sports and fitness providers - Financial service providers - Home service providers - Luxury brands - Travel providers Galas also present opportunities for in-kind sponsorships that help offset the event’s costs for your association. For example, donations of food, beverage, audiovisual equipment or services, venue, decor, music, door prizes, or entertainment. ## 3. Sporting Events Tap into the sports enthusiasts in your member and support base with a sports-based event or competition. Even casual sports fans will enjoy a fundraising event focused around a particular sport or activity. - [Charity golf tournaments](https://golfstatus.org/golfforgood/organizing-a-charity-golf-tournament?utm_source=amr&utm_medium=referral&utm_campaign=&utm_content=associationsponsors "Learn More About Charity Golf Tournaments") can involve all skill levels and serve to expand your association’s member and donor base. Sponsors love golf tournaments because of the affluent golfer demographic. - Road races or run/walks can be targeted to serious runners all the way down to kids and families. Sponsors enjoy the exposure they get to a broad audience of participants. - Outings to professional sporting events are excellent for member networking and an underwriting sponsor gains visibility at the event. These types of fundraising events come with various sponsorship options and opportunities for the sponsoring business. Work together with the sponsors to customize their involvement, whether they’re looking for visibility, the chance to mingle and interact with attendees, or somewhere in between. ## CASE STUDY: LOUISVILLE CHAPTER OF ASHRAE The Louisville Chapter of ASHRAE (American Society of Heating, Refrigerating and Air-Conditioning Engineers) provides education to members, promotes students’ interest in HVAC&R engineering and technical fields, raises funds for research, and supports the establishment of engineering standards. ASHRAE has held a golf tournament for several years as a fundraising event, but also to engage existing members and attract new ones. Sponsors from the HVAC industry have jumped at the chance to sponsor the event each year, thanks to the valuable exposure they get to their very specific target audience. Tournament organizers leverage the digital sponsorships provided by the [event management platform](https://golfstatus.org/features?utm_source=amr&utm_medium=referral&utm_campaign=&utm_content=associationsponsors "Learn More About Golf Status' Event Management Platform") that offered each sponsor much more visibility. Plus, the fundraiser is centered around an event that both the association’s members and sponsors truly enjoy. ## 4. Charity Auctions While auctions can be held as a standalone event, they’re often effective as an accompanying piece of a gala, golf tournament, or other fundraising event. [Charity auctions](https://doublethedonation.com/live-auction/ "Learn More About Live Auctions") create a sense of excitement, especially when you’re able to secure high-end donations. Attendees typically go into such an event knowing they’re helping raise money for your association and are likely to open up their wallets to compete for exclusive auction items. Silent auctions are ideal for smaller items or bundles, while higher value items should be reserved for a live auction. Sponsors are key for a successful auction and are an ideal opportunity for in-kind donations of goods or services. When items are donated or underwritten by sponsors rather than purchased or consigned, all the profits directly benefit your association. Be sure to highlight auction item donations in your event promotion, recognize sponsors in multiple ways at the event, and follow up with a thank you in the days following the auction. ## 5. Virtual Fundraising Virtual events gained popularity during recent years in response to the pandemic, but have shown a lasting value for associations and event sponsors, for several reasons: - Virtual events have the potential to reach a broader audience than an in-person event, since attendees don’t have to be in the same room together. - Since [virtual events](/virtual-event-engagement-the-people-behind-the-screens-ask-the-experts/ "Learn How to keep your members engaged on virtual events") can have such a broad reach, sponsors get even more brand visibility, boosting their ROI. - Virtual events are typically more cost-effective, simply because they don’t come with the overhead of a traditional in-person event. - Virtual events appeal to certain sponsors, particularly technology companies, that are seeking new and innovative sponsorship opportunities. Consider these ideas for virtual fundraising events: - An online-only silent auction - A Q&A with a well-known figure in your association’s field or industry - A virtual dinner party - A virtual conference featuring members and other speakers You can also supplement an in-person event with a companion virtual component that lets more people get involved for an even broader reach. The platform you use for your virtual event should have the ability to accept donations to maximize the fundraising potential of the event. ## 6. Peer-to-Peer Fundraising Campaigns Peer-to-peer (P2P) fundraising campaigns leverage personal relationships to raise funds for an organization or cause. P2P campaigns are a great way to [engage your association members](/4-effective-strategies-for-engaging-association-members/ "Learn More About Member Engagement") in fundraising, the association’s mission, and rally your association’s supporters in a collective effort. P2P campaigns are also attractive to sponsors in that they provide brand recognition, particularly for sponsors who value community engagement. Involve sponsors by asking them to provide a matching gift, fundraise alongside their employees, or even name the campaign after a major contributor. ## Wrapping Up As your association looks to fund non-dues revenue to keep your organization functioning and providing valuable services to your members, continue to find ways to innovate with new fundraising ideas and strategies. So whether you choose to host a charity golf tournament, launch a CSR initiative, or anything in between, building strong relationships with your sponsors will lay the foundation for long-term support and help you attract additional sponsors for your association’s work. **Categories:** Blog Posts **Tags:** Events, Fundraising, Membership --- ### [8 Must-Have Resources for Association Executive Directors](https://amrms.com/8-must-have-resources-for-association-executive-directors/) **Published:** June 21, 2023 **Author:** DeLaine Bender CAE **Content:** Executive Directors play a critical role in the success of the membership organizations, professional societies, and trade associations they lead – and I am blessed to work with some of the best and brightest here at AMR Management Services. There is a lot that goes into preparing someone to take on the role of Executive Director. Executive Directors are responsible for managing the day-to-day operations, strategic planning and execution, leader and member engagement, financial management, governance, and much more. To handle the wide variety of responsibilities on their plates, Executive Directors and other senior association management staff need access to a range of resources that can help them stay informed, improve their skills, and navigate the evolving landscape of association management. In this blog post, we will explore some must-have resources for association management professionals. **1 Professional Associations and Certifications** We wouldn’t be very genuine as association management professionals if we did not participate in the professional associations specific to our own industry. I particularly enjoy membership in the [American Society of Association Executives](https://www.asaecenter.org/ "Learn More About ASAE") (ASAE) and the [AMC Institute](https://www.amcinstitute.org/ "Learn More About The AMCI"), which is the association for association management companies. As association management professionals, we must continuously improve skills and knowledge to stay effective. Professional development programs, such as certifications, workshops, webinars, and conferences, help professionals enhance skills; increase exposure to new ideas, technologies, and methodologies; and learn about trends in the association management profession. One benefit of association participation is certification or certificate programs, which demonstrate your commitment to the profession. The most widely recognized individual certification program for association executives is the [Certified Association Executive](https://www.asaecenter.org/programs/cae-certification "Learn More About CAE Certification") (CAE) offered by ASAE. Company accreditation through the [AMC Institute Accreditation Program](https://www.amcinstitute.org/accreditation "Learn More About Accreditation From The AMC Institute Website") is considered the gold standard for association management companies. **2 Industry Publications and Websites** Staying up to date with the latest trends, best practices, and news in association management is crucial for Executive Directors and senior staff. Subscribing to industry publications and websites, such as those provided by the ASAE, [Board Source](https://boardsource.org/ "Learn More About Boards"), Chicagoland’s [Association Forum](https://www.associationforum.org/homedec "Learn More About The Association Forum"), and [Association TRENDS](https://www.associationtrends.com/ "See What Is Trending In Assocaitions"), can provide valuable insights, research, and resources on various aspects of association management. These publications often cover topics such as membership growth, governance, leadership, advocacy, and technology that impact associations. **3 Online Tools and Software** Anyone talking about machine learning and [AI in your association](https://associationsnow.com/2022/05/ai-for-associations-how-to-supercharge-your-member-strategy/ "Learn More About How AI Can Help Your and Your Association")? As association management professionals, we must stay on top of emerging technologies to help us streamline operations, manage member data, and enhance member engagement. Examples of [essential online tools and software](https://memberclicks.com/blog/software-for-associations/ "Learn More About MemberClicks") for the associations world include association management system (AMS) platforms, online collaboration communities, customer relationship management software, event management software, email marketing tools, and social media management platforms. These tools can help association management professionals automate routine tasks, track member data, communicate with members, and streamline workflows. The options are endless, and it seems they change almost daily. **4 Networking Opportunities** Building a strong professional network is not just beneficial, it is often crucial. Connecting with peers in the industry has provided me with opportunities to learn from others’ experiences, share best practices, and collaborate on common challenges. Our Executive Directors enjoy networking opportunities through industry conferences, workshops, webinars, and online forums—as well as the opportunity to have in-person and virtual social outings with AMR coworkers. [Walk and talk meeting](https://hbr.org/2015/08/how-to-do-walking-meetings-right "Learn More About Walking Meetings") anyone? **5 Legal and Regulatory Resources** For the protection of our associations, Executive Directors must understand [legal and regulatory requirements](https://www.winston.com/en/competition-corner/a-reminder-to-trade-associations-to-tread-carefully.html "Learn More About Association Legal Needs from Winston"), such as tax laws, employment laws, data protection regulations, and industry-specific regulations. Noncompliance would have major impacts on the associations we serve. Through enhanced professional training and access to legal and regulatory resources, such as legal counsel, industry experts, or online resources from reputable sources, our Executive Directors can successfully navigate complex legal and regulatory issues. As a career association management professional, I have a healthy respect for the expertise of the attorneys with whom we work. **6 Financial Management Resources** Effective financial management is critical for the success of any association—so here is a shout out to the excellent AMR accounting team! The Executive Director needs to have a [solid understanding of financial principles,](https://nonprofitquarterly.org/executive-directors-guide-financial-leadership-2/ "Learn More About Association Finance from Non Profit Quarterly") budgeting, accounting, and financial reporting, including specifics affecting nonprofit organizations—and there is no replacement for a top-tier accountants and on-staff CPAs. In addition, access to financial management resources, such as financial and investment advisors, accounting software, budgeting templates, and financial benchmarking data, can help Executive Directors develop financial acumen and make informed financial decisions, manage budgets, and ensure financial sustainability for the association. This is one of the [top skillsets](https://www.linkedin.com/pulse/top-6-skills-all-association-executives-must-aquire-nick-koerbin-fsae/ "Learn What the Must Have Skillsets Are From LinkedIn") Boards of Directors appreciate most! **7 Leadership and Management Resources** Executive Directors must inspire and guide their organizations and teams toward success. Resources that can help develop leadership and management skills, such as books, articles, webinars, and workshops on leadership, team management, strategic planning, and change management, can be invaluable for association management professionals. These resources can help them improve leadership style, communication skills, decision-making, and overall [management effectiveness](https://sloanreview.mit.edu/article/whats-holding-back-manager-effectiveness-and-how-to-fix-it/ "Learn How to Be A More Effective Manager From Sloan Review"). **8 Time** It probably seems impossible, but busy association professionals must set aside some “[thinking time](https://www.forbes.com/sites/theyec/2023/01/26/nine-ways-ceos-can-add-structure-to-their-workdays-and-maximize-productivity/?sh=5cfbfe7c5b12 "Learn More About Adding Structure To Your Work Flow From Forbes")” to remain productive at the executive level. Time is a scarce resource, so this is a bit of self-discipline we must practice. Executive Directors need time to plan, time to be strategic, and time to think about how to best achieve the mission of the association. At AMR, flexible work schedules and planning in time to recharge, refresh and rethink are supported by management. Believe me, this is a positive and important benefit of our company culture. --- **About AMR Management Services** If your association would benefit from executive staff expertise, AMR Management Services is here to help. We employ a staff of seasoned association management executives ready to help your association achieve its fullest potential. [Contact us today](/contact-us/ "Visit Our Contact Us Page To Get In Touch") to learn more about how we can help you take your association to the next level. **Categories:** Blog Posts **Tags:** Association Management, Best Practices, Leadership --- ### [7 Reasons Your Association Should Be Socially Responsible](https://amrms.com/7-reasons-your-association-should-be-socially-responsible/) **Published:** December 16, 2022 **Author:** Renee Zau **Content:** As an association, your job is to optimize your members’ business practices by offering resources and connections through industry contacts. Providing corporate social responsibility resources can also enhance your members’ visibility and social impact outside of your association. [**Corporate social responsibility,**](http://www.donationmatch.com/blog-list/corporate-philanthropy "Read More About Corporate Philanthropy on Donation Match's blog") or CSR, is the idea that for-profit organizations have the obligation to support the quality of life in their communities. Done right, it is mutually beneficial for both nonprofit beneficiaries and for-profit donors to participate in CSR. Therefore, it is in your association’s best interest to encourage philanthropic activity by your members by providing them with CSR educational resources and being socially responsible. How can being a socially responsible association strengthen [your mission?](/returning-to-why/ "Learn More About The Why") ## 1. Achieve your association’s goals. As an association, your members expect industry insights, education, and networking opportunities. CSR trends and ways companies in your industry have successfully engaged with causes can give them a strategic advantage, too. When your association starts its strategic planning for the year, it may help to discuss which members have experience with successful CSR and how to share their expertise and resources with other members. Examine how CSR benefits your industry and which topics could be relevant to your audience. Sending a survey to members can identify specific concerns or challenges and gauge which topics are most popular. Be sure to provide resources for all levels of CSR experience. ## 2. Attract new members. CSR is gaining popularity amongst the business community and shows no signs of slowing down. In fact, [90% of companies on the S&P 500 index](https://impactreporting.co.uk/social-value-stats/ "Find Out More Social Value Stats") have published a CSR report, up from 20% eight years before. Your job as an association is to stay on top of trends that will enhance your members’ understanding of their industry and make them competitive in the industry. Keeping CSR knowledge and tips from them would be a disservice. On the other hand, providing detailed information about how to start and maintain a successful CSR program can draw new businesses to your association. Plus, taking a leadership role in the teaching process saves your business members time and money. ## 3. Boost your industry’s reputation. [According to 360 MatchPro,](https://360matchpro.com/corporate-philanthropy/ "Read More at 360 MatchPro's website") one of corporate philanthropy’s greatest assets is the reputational boost of being associated with nonprofits doing good in the community. Being an active advocate for a charitable cause or nonprofit partner will make a big difference in consumers’ minds. In fact, [77% of consumers](https://online.hbs.edu/blog/post/corporate-social-responsibility-statistics "Find out more stats on CSR") are more likely to patronize a business committed to philanthropic activity and improving the community. Offering educational CSR resources is the first step to improving your members’ understanding of CSR and potentially their company reputations on an industry-wide level, making the work landscape better for all of your members. ## 4. Develop sector standards. By providing the ability to identify room for improvement within your industry, you open the door for consistent growth. Adopting CSR initiatives is quickly becoming a business best practice. Therefore, it’s in your association’s best interest to create new standards around CSR and promote it as an essential business practice. ## 5. Catalyze innovation. Your association focuses on improving your members’ working environment and finding opportunities in your industry. Promoting innovation within the industry keeps your members at the forefront of new developments. But, innovation requires your members to zoom out and look at the bigger picture: how their actions impact the outside world. CSR naturally focuses on addressing and amending your association’s widespread social impact. Use CSR as an opportunity to discuss how to strengthen your C-suite members’ business models to earn profit *and* improve social responsibility. ## 6. Build mutually beneficial relationships outside your industry Your members are likely accustomed to networking within their industry network, but they might be less familiar with the nonprofit and civic sectors. Undertaking CSR programs will allow your members to form relationships with these types of organizations as colleagues or even [partners](https://amrms.com/building-blocks-for-long-term-partnerships-part-2/) in their philanthropic endeavors. Besides the advantage of spreading your business’ name to new audiences, associating with nonprofits will open new doors for policy change related to your industry. For instance, the Geothermal Energy Association would have more credibility and power to advocate for renewable energy policy change if endorsed by the Environmental Protection Agency. ## 7. Improve employee retention. Your members aren’t the only stakeholders that benefit from CSR. [According to DonationMatch,](https://www.donationmatch.com/blog-list/company-benefits "Read more about company benefits on the DonationMatch Blog") employees at socially responsible organizations feel more motivated and are more likely to stay in their positions longer. Avoid the costly turnover in both your association and your member companies How can we help? Your association can offer the following resources to improve your members’ understanding of CSR: - **Conferences and Webinars:** Your association likely already offers your members access to [conferences](https://amrms.com/conference-engagement-hacks-breaking-the-ice-without-breaking-the-bank/ "Learn some tips and tricks on conference engagement") and other professional events. Leverage this position to teach your members about CSR best practices with an educational panel or question-and-answer session. - **Software solutions:** Remove the guesswork for your members by researching CSR software that facilitates the giving process, perhaps even negotiating group discounts for them. For example, [a corporate giving platform](https://www.donationmatch.com/corporate-giving-platform "Learn more about the cooperate giving program at DonationMatch") can connect them with potential nonprofit partners, or make what they are already doing more systematic and strategic. - **Your own CSR model:** As thought leaders in your industry, take this opportunity to lead by example. Take a proactive approach to philanthropy yourself by building out your CSR program. Promote your own CSR programs and [raise money](/earning-revenue-at-your-associations-events-4-ideas/ "4 Ideas For Earning Revenue at Your Next Event") for causes that impact your industry’s stakeholders. Remember to keep the door open for your members to suggest a CSR initiative or a corporate fundraising campaign. Essentially, you can enhance the member experience by doing things you already do, with a social impact lens: providing vetted resources and strategic solutions for conducting business. ## Wrapping Up Before teaching your members about social responsibility, ensure you understand the ways your members can give back besides writing a check. Corporate philanthropy programs such as [matching gifts](https://recharity.ca/matching-gifts-guide/ "Learn More About Matching Gifts"), volunteer grants, in-kind donations, and sponsorships may all be relevant and cost-effective options for businesses of all sizes. Ultimately, being a socially-minded association will promote accountability and transparency within your industry. **Categories:** Blog Posts **Tags:** Best Practices, Engagement, Membership --- ### [6 Steps to Include in Your Conference Presentation Checklist](https://amrms.com/6-steps-to-include-in-your-conference-presentation-checklist/) **Published:** January 3, 2023 **Author:** Patti Schutte **Content:** As an association leader, you might have some public speaking experience from presenting at [association meetings](/association-meetings-and-keeping-your-sanity-in-an-environment-of-extremes/ "Learn How To Keep Your Sanity In Meetings") and other gatherings. Now, you’ve been invited to speak at a conference presentation. While this is an exciting new opportunity, conference presentations come with additional planning considerations to ensure your speech is engaging and effective. This is where a presentation checklist can come in handy. A checklist helps you determine [the speaking skills you want to develop](https://bebrilliantpresentationgroup.com/effective-presentation-skills "Find Out Some Tips On Effective Presentation Skills") while ensuring that your presentation includes everything it needs to impress conference attendees. We’ve compiled this quick checklist to keep your planning process on track: 1. Plan an engaging hook. 2. Choose illuminating statistics. 3. Incorporate compelling visuals. 4. Design a powerful call to action. 5. Practice. 6. Work with a presentation coach. You can [engage your conference audience](/conference-engagement-hacks-breaking-the-ice-without-breaking-the-bank/ "Learn More On How To Engage With Your Event Attendees") more effectively when your presentation is well-thought-out and organized. Let’s begin. ## 1. Plan an engaging hook. Typically, you wouldn’t want to start your presentation by launching straight into the main point of your speech. You’ll want to set the scene with an engaging, thought-provoking opening. Your hook is the captivating introduction you use to capture the audience’s attention and establish the foundation for the rest of your presentation. Try one of these strategies to write your hook: - **Tell a personal story.** Pull an anecdote from your personal life to demonstrate authority in your topic area. Personal stories lend more realism and authenticity to your presentation. Plus, you’ll be more comfortable remembering the details of your story since it came from your own experience. - **Start with a shocking fact.** Spark your audience’s attention with a surprising fact or statistic that changes their mindset or helps them think about your topic in a new light. This can make your presentation much more memorable. - **Incorporate audience engagement.** Interacting with the audience grabs their attention and allows them to engage with your presentation beyond just listening. Take a poll by asking for a show of hands or ask volunteers to answer a question you pose to the audience. Research the conference audience ahead of time to determine the types of introductions that will be most appealing to them. For example, you might choose to tell a different story whether your audience is made of mostly [younger](https://amrms.com/5-tips-for-recruiting-younger-association-members/) or older association members. Your speech should resonate with audience members and show that you understand their interests and concerns. ## 2. Choose illuminating statistics. Back up your narrative with facts and data. Incorporating relevant statistics gives your presentation greater credibility and helps further the audience’s understanding of the topic. You might use [data from your association](/using-your-associations-data-to-tell-a-story-4-steps/ "Learn How To Use Your Data To Tell A Story") or general sector reports. Either way, make sure your data is accurate and clear. Site your sources and provide any necessary additional context for the statistics and data you share. ## 3. Incorporate compelling visuals. If you have the opportunity to use visuals to support your presentation, choose your images and slides wisely. You don’t want audience members to get distracted from what you’re saying by using visuals that are difficult to understand in relation to your speech. If you want to use photos, make sure they are simple, relevant, and authentic. Also, ensure the images have just one clear focal point. Photos that show faces are particularly effective, as studies have shown that [brain activity is strongly stimulated](https://wistia.com/learn/marketing/power-of-faces-in-video) by viewing these types of images. Using [graphic design](https://nxunite.com/nonprofit-graphic-design-examples/ "See Some Examples of Nonprofit Graphic Design"), such as infographics, can also be a great way to display your data in a visual format. These graphics should also only display one concept or statistic so audience members don’t feel overwhelmed or confused. Adjust the font so audience members sitting at the back of the room can see it just as well as members sitting up front. ## 4. Design a powerful call to action. Your conference presentation should have an impactful, memorable conclusion. Your conclusion is your chance to leave attendees with a thought-provoking idea that keeps them thinking about your presentation even after it concludes. Consider using one of these conclusion ideas to leave a lasting impression: - **A memorable quote.** Ending with a memorable quote from a famous figure, a prominent leader in your industry, or someone you know personally can help spark emotion or wrap up your presentation neatly. - **A clear call to action.** You can also end your presentation by telling attendees the next steps they can take to learn more about your topic, get involved in a new initiative, or improve their own association operations. Make sure to provide flyers with a link or QR code if you’re instructing attendees to visit a website. - **An ending to your story.** If you started your presentation with a story, you can wrap up with the story’s conclusion. This provides a sense of closure for audience members and brings your presentation full circle. According to [Fonteva’s member engagement guide](https://associations.fonteva.com/association-member-engagement "Learn More About Member Engagement"), association events like conferences don’t just offer learning opportunities—they’re also a chance to network with fellow association attendees. Allow presentation attendees to reach out after your presentation for more information or questions. This helps you grow stronger, mutually-beneficial bonds with other association staff. ## 5. Practice. After you’ve built your conference presentation with an exciting introduction, illuminating statistics, compelling images, and a memorable conclusion, it’s time to practice delivering it. [Be Brilliant Presentation Group recommends](https://bebrilliantpresentationgroup.com/how-to-prepare-for-a-presentation "Learn How To Prepare For A Presentation") conducting three types of practice sessions: - **Practice 1** involves perfecting your delivery of the visual elements, verbal skills, and word choices. - **Practice 2** should focus on delivering the visuals along with the technical elements of your presentation, including props, audience engagement, and body movement. - **Practice 3** brings together the visuals and technical elements along with the nonverbal aspects of your speech, including body language and facial expressions. If you’re preparing for a [virtual conference](https://memberclicks.com/blog/virtual-events-associations/ "View MemberClick's Guide To Virtual Events"), your practice steps will look a little different. You can practice by recording yourself giving your presentation and watching it back. Make sure you look through and beyond the camera for natural eye contact, relax your facial expressions, and speak clearly. ## 6. Work with a presentation coach. If you feel like you need additional support at any point during the preparation process, don’t hesitate to [seek out conference speaker training](https://bebrilliantpresentationgroup.com/conference-speaker-training "Check Out the Conference Speaker Training at Be Brilliant's Website"). A presentation coach can help you by: - Identifying your strengths and creating a presentation that plays to those strengths. - Developing a practice strategy that works with your learning style. - Providing support on the day of the conference, helping with everything from last-minute practice to setting up your visual presentation. Working with a coach can be particularly helpful if you’re preparing for your first-ever conference presentation. You can approach the presentation like a pro rather than a novice. --- By following this checklist and reaching out to a speaking coach when necessary, you can create a conference presentation that exceeds expectations and establishes yourself and your association as a thought leader. **Categories:** Blog Posts **Tags:** Best Practices, Conferences, Events --- ### [5 Fundamental Member Retention Strategies for Associations](https://amrms.com/5-fundamental-member-retention-strategies-for-associations/) **Published:** March 30, 2023 **Author:** Kerry McCreadie **Content:** Long-term member relationships are the beating heart of any association. These connections help build your credibility, expand your network, and serve as a key source of revenue. With this in mind, you can imagine why it’s so important to have member retention strategies in place. There’s no denying that [acquisition campaigns](/revitalize-your-associations-membership-campaign-part-i/ "Learn how to use data to help grow your marketing campaigns") can be a hit—but if those members don’t end up renewing the following year, you’re back to square one. Consistently seeking out new members eats away at the time and money you could use on bigger projects. Honing in on member retention is a far better investment of your resources. After all, a stable pool of members will offer ongoing funding and create a real community for your association. All it takes is some thought and planning ahead! Here are 5 fundamental member retention strategies to get you started. ## 1. Constantly seek to learn more about your members A key part of [association management](https://www.wildapricot.com/blog/association-management "Learn more about the Wild Apricot AMS") is staying in regular communication with your members. Start asking questions from day one, but keep in mind that over time, their wants and interests will likely evolve. Checking in at every stage of the relationship will keep you up to date with where they’re at. Consider these key touchpoints: - **Welcome surveys** tell you why members joined in the first place. Once you understand their expectations, you can strategize about how your membership program can meet them. - **End-of-year satisfaction surveys** about the programs, services, and resources you offer. This will get you ready to make changes in the coming year—especially before holding your annual member acquisition drive. - **Post-event surveys** give you immediate feedback on how members feel about your offerings. Sending these out promptly will give you honest reactions while the event is still at the front of your members’ minds. - **Exit surveys and interviews** aren’t always fun, but they show you what was missing for certain members. If you see a pattern, it might be time to make some changes. As with any relationship, members want to know that they’re being listened to. Asking for feedback both builds trust and gets you the information you need to better serve them in the future. ## 2. Actively track member engagement One of the most important member retention strategies is actively collecting member data with the help of [association management software](https://memberclicks.com/blog/association-management-software/ "Learn More About The Member Clicks AMS"). Member survey feedback gives you a look at how people are feeling, and hard numbers fill in the rest of the picture. With the right software, you can track key information like: - Login frequency - Event registration - Forum engagement - Renewals - Click rate on emails The best goals are [measurable goals](https://www.ucop.edu/local-human-resources/_files/performance-appraisal/How%20to%20write%20SMART%20Goals%20v2.pdf "Learn How To Create Smart Goals"), and these data points give you a strong foundation when it comes to working with your member retention strategies. With a frank look at your current member engagement, you can set clear and specific goals. At the individual level, it also allows you to identify trends that lead to disengagement and membership lapses. What campaigns are people responding to? Which events are routinely getting lower engagement? The data doesn’t lie, so be sure to use it as a resource when [marketing your program](https://amrms.com/4-tips-for-your-associations-data-driven-marketing-strategy/ "See how data can help your marketing campaign") and communicating with members. ## 3. Provide a welcoming, organized experience Start relationships with new members off on the right foot with a warm and organized welcome. This first impression is what sets expectations for the rest of their [member experience](https://www.wildapricot.com/blog/member-experience "Read more about member experience on the Wild Apricot Blog"). You’re setting the tone here, so be sure to emphasize gratitude for their support and an eagerness to offer them resources. Some things to put in your onboarding package include: - A thank you letter - A summary of your benefits - Member spotlights - Upcoming events Don’t forget that organization is a big part of great onboarding. Lay out your benefits in a way that’s easy to follow. If participating in your association (particularly online) is messy or complicated, you’ll end up with less engagement—which means lower retention rates. Finally, keep the comms going beyond the initial hello! One of the most important member retention strategies is keeping up the energy long past the welcome package. ## 4. Diversify your member offerings Different members will have different needs, so having a range of valuable resources and opportunities will give you a wider reach. These benefits can include things like: - A robust member database - Private networking events - Professional development opportunities (workshops, certifications, etc.) - Discounted tickets to public events - Mentorships - Other helpful resources and [online content](https://amrms.com/content-strategy-are-you-asking-the-right-questions/ "See if you are asking the right questions for your content strategy") If you’re planning on including events in your offerings (and you should), consider going virtual. Holding your events online helps you reach people all over the world, and costs a whole lot less than their in-person counterparts. It also offers new and creative ways to boost [virtual event engagement](https://memberclicks.com/blog/virtual-event-engagement/ "Read more about virtual events on the MemberClicks Blog"). You can easily facilitate networking opportunities and set up a variety of events both formal and casual. With multiple options available, the likelihood of member engagement will pop, and you’ll [learn more about member interests](/event-life-cycles-using-the-past-to-prepare-for-the-future/ "Find out more on Event Life Cycles") along the way. Keep in mind that you do have to actively promote these events. Your members won’t necessarily find them on their own, and hearing about them a few times will make them more likely to attend. ## 5. Revisit your membership structures and benefits Once you’ve collected engagement data and direct feedback from your members, take a look at [the story it’s telling](https://amrms.com/using-your-associations-data-to-tell-a-story-4-steps/ "Find out how to tell a story with you membership data") and your current membership structure. Do your tiers offer real value to your members? Are they actively engaging with what you’re offering? If you discover that your programs aren’t doing what you’d hoped for your association, it’s always acceptable to make changes. In fact, it’ll show members that you’re taking their feedback seriously. Some tweaks you can make include: - Adding a tier that fills a gap in pricing or needs - Removing a tier that isn’t getting engagement - Reworking the cost of dues - Setting a consistent renewal schedule - Automating payments for easy renewals [Engaging and retaining members](https://www.wildapricot.com/blog/engage-and-retain-members "Find out how to get your member's attention on the Wild Apricot Blog") can be as simple as being a good listener. Some feedback will be contradictory, so be sure to listen to your most active majority. They’re the ones whose renewals you want most! Remember: as long as your structural changes are within your budget and capabilities, it’s never too late to course correct. ## Making connections with member retention strategies Every single member of your association has valuable information to offer. By understanding their ever-evolving needs and getting honest feedback about their member experience, you can build a membership program that offers real value to your community. Using these member retention strategies will give you a richer picture of what has worked best throughout the years—and set you up for success in the future. **Categories:** Blog Posts **Tags:** Best Practices, Engagement, Membership --- ### [Crash Course for Successful CME Administration](https://amrms.com/crash-course-for-successful-cme-administration/) **Published:** August 2, 2022 **Author:** Amber Winter **Content:** Many associations prioritize providing a great member experience first and foremost, at times allowing administrative challenges to fall to the wayside. However, when it comes to eLearning content administration, it’s worthwhile to optimize your back-end processes— not only will [staff members feel better prepared for and secure](/cognitive-restructuring-for-association-managers/ "Read Our Blog Post on Cognitive Restructuring for Associatin Managers") completing their day-to-day tasks, but members will experience improved service as a result. There are a plethora of crash courses and educational guides about how to successfully administer eLearning content for association members. However, many of those guides fail to address the unique challenges and roadblocks that healthcare-related associations face, specifically with regard to administering continuing medical education (CME) content. [Web Courseworks’ guide to CME LMS features](https://webcourseworks.com/cme-lms/ "Go to the Web CourseWorks LMS Page") discusses a number of reasons that administering CME content is especially challenging, including but not limited to stringent content requirements, complex credentialing, and time-consuming credential and licensure reporting processes. With that in mind, this guide will function as a crash course on the administrative challenges your association may face and the tools and strategies you can use to overcome them. Lastly, the guide will conclude with a few additional tips and strategies to set your association up for success. Let’s get started. ### What are the main challenges that CME administrators face? Learning professionals who administer CME courses encounter many of the same challenges that those administering general professional development courses face. Just as with professional associations, healthcare-related associations worry about [meeting the](/great-expectations-meeting-the-needs-of-todays-adult-learners/)[needs of adult learners](/great-expectations-meeting-the-needs-of-todays-adult-learners/ "Read Our blog post on great-expectations-meeting-the-needs-of-todays-adult-learners"), which can affect non-dues revenue, member engagement, and membership numbers overall. However, learning professionals who administer CME content face a number of unique challenges that arise due to the medical nature of the content they administer. ### Complicated Accreditation Reporting Whether CME, CNE (Continuing Nursing Education), or training for allied health professionals, healthcare associations have stringent reporting requirements. This training is often required, as medical professionals need to complete regular training to attain and maintain licensure and certification. However, manually generating course completion reports, exporting them from your learning management system (LMS), and then submitting them to the licensing party (such as the Accreditation Council for Continuing Medical Education’s Program and Activity Reporting System, also known as ACCME PARS) can be a time-consuming and complicated endeavor. ### Advanced Credit Management Many healthcare learners are high achievers and therefore, incredibly motivated to continue building upon their professional portfolios with completed continuing education courses. Because of this, members may have accumulated a plethora of credits, completed both within your LMS and outside of it. When courses completed elsewhere aren’t recorded within your LMS (let alone your [AMS](https://associations.fonteva.com/ams-system/ "Learn More About AMS"), if your LMS isn’t integrated with it), you’ll have an incomplete picture of what learners have done and what they may be interested in going forward. Plus, this scenario can be inconvenient for learners, who have to juggle multiple learning solutions — your LMS and whatever solution they’re using to track their completed credits elsewhere. ### Rapid Changes in the Medical Industry Think of the past two years in the healthcare industry. Over the course of just a few weeks, healthcare professionals were thrust into a situation unlike any they’d ever faced — a pandemic that evolved in real-time, with guidelines changing on a near-daily basis. In a short time span, your members suddenly needed entirely new training resources to prepare them for the new challenge. And, though we’re now thankfully at a stage where much of the confusion has died down and we can begin [recognizing innovative medical professionals for their efforts](/fninr-recognition-of-nurse-scientists-on-the-frontline-of-covid-19/ "Learn more about recognition from FNINR"), that doesn’t mean that healthcare guidelines will remain unchanged for the foreseeable future. Healthcare guidelines are ever-changing, presenting a unique obstacle for CME administrators who then need to adapt content to align with the latest recommendations. ### What tools can help you overcome your CME administrative roadblocks? The only way to overcome these challenges is by equipping your learning professionals with an [effective CME-specific LMS](https://webcourseworks.com/association-lms/cme-lms/ "Learn More about The WebCourseWorks LMS"). Your LMS, and the tools within it, should not only empower your team to simplify course administration but also provide a better experience for members. The following sections discuss three CME-specific tools that can help you overcome the issues noted in the previous section. If your current solution doesn’t have them, it may be time to consider investing in a new one. ### Accreditation Reporting Automation Some CME LMSs are built with ACCME PARS and other accreditation reporting agencies in mind. They include features to drastically simplify the reporting process, including the ability to: - Automatically create reports that align with ACCME PARS requirements. - Give both learners and administrators the ability to submit credits from your LMS to PARS. - Display any accredited courses and learning modules offered by your association. These capabilities make it easy for not only your administrators, but learners themselves to report on course completion without a large administrative burden. By and large, this is one of the biggest benefits of choosing a CME-specific LMS as opposed to one created for general professional associations. ### Advanced Credit Management Seek out a CME LMS with advanced credit management features, specifically one that grants you the ability to: - Create comprehensive learner profiles that include both credits completed within and outside of the LMS. - Generate certificates and PDF documents corresponding to courses completed. - Monitor course progress and track credits earned. With a CME-specific LMS, members can access one comprehensive profile that depicts all of their CME progress to date. They can also easily ascertain the best next steps for their professional development, such as if they need to complete CME credits to renew their licensure or pursue a new interest. And, from an administrative perspective, these features can give you insight into your members’ CME needs. Administrators can use this information to inform discussions with learners, such as providing personalized course recommendations. ### Authoring Tools By investing in a CME LMS with built-in course and assessment authoring tools, you empower administrators and instructional designers to respond to the rapid rate of change in the medical field. This includes the ability to: - Author multimedia courses, including videos, learning games, hotspots, and drag-and-drop experiences. - Create adaptive content, such as branching courses and adaptive assessments that change to match a learner’s knowledge. - Use question banks to categorize and tag questions, making it easy to reuse questions across content as applicable. - Host proctored and timed exams to align with licensure and certification requirements. With these features, you’ll not only be able to author entirely new content when relevant but also to revise previous content that’s grown outdated. Members will look to your association first when seeking new training, as opposed to looking elsewhere. ### Wrapping Up: Additional Tips for Successful CME Administration Now that we’ve covered the main challenges that CME administrators can face and the tools that can help your association overcome them, let’s now discuss a few final tips to set your programming up for success. First and foremost, if your organization is considering investing in a new LMS or otherwise making major changes to your CME programming, consider partnering with an [eLearning consulting partner](https://webcourseworks.com/elearning-consultant/ "Learn More About Web Course Works Elearning") to do so. This partner will bring an unbiased perspective to your project, as well as significant experience working within the eLearning field. They can help you invest in a new LMS, adjust your programming, and more. Beyond that, be sure to integrate your LMS with your association management software. That way, you can review CME programming data alongside data about all of your association’s other activities, and make decisions about your learning business’s operations with a fully informed perspective. With those final tips, you should have a strong foundation to begin successfully administering CME courses. **Categories:** Blog Posts **Tags:** Association Management, Professional Development --- ### [4 Effective Strategies for Engaging Association Members](https://amrms.com/4-effective-strategies-for-engaging-association-members/) **Published:** May 16, 2023 **Author:** Tim Badolato **Content:** As an association leader, you recognize the need to engage your members to further your organization’s initiatives. Their active participation is necessary for your association to not only survive but also evolve in new and improved ways. However, with stiff competition for members’ time and attention, it can be difficult to establish and maintain strong relationships. Members have busy schedules, and they need every reason to stick with your organization. So how can you continually [engage current members](/5-fundamental-member-retention-strategies-for-associations/ "Learn More About Member Retention Strategies In this Blog Post") while attracting new ones? To give your association an extra engagement edge, we’ve provided 4 proven strategies for success: - Optimize Your Communications - Mix Up Your Professional Development Services - Offer a Variety of Networking Opportunities - Keep Your Content Relevant Keep in mind that these strategies can be tailored to your specific association audience. If, for instance, your membership is national or international, you can lean on technology to take an in-person webinar to an online format. That said, let’s explore these in more detail! ## Optimize Communications Engagement is directly related to your association’s communication strategy and [membership marketing](https://answerstage.com/best-membership-marketing-strategies-for-associations/ "Find Out Some Top Membership Marketing Strategies For Associations"). A consistent, informed strategy will strike the right balance between keeping your members informed and flooding their inboxes. Follow these best practices to optimize your communications: - **Segment your members.** Members respond differently to various communication tactics. Conduct member research and segment them by industry, age, and experience with your association to determine their preferred communication type. For instance, Generation X members may respond better to email while Millennial or Gen Z members may prefer text updates. - **Personalize your messaging.** Send [personalized digital messages](https://ecardwidget.com/employee-recognition-digital-greeting-ecards/ "Check out Some Employee Recognition Digital Greeting Cards From ECardWidget") to recognize members who have just reached a major milestone like a promotion or 5 years of membership. Additionally, use members’ names in email correspondence and tailor your messaging to their interests and needs based on the information in your [member database](https://amrms.com/using-your-associations-data-to-tell-a-story-4-steps/). - **Keep your subject line compelling.** Make sure your messages stand out by using a compelling subject line to grab current and prospective members’ attention. Incorporate urgency with lines like, “Don’t Miss Out: National Summit on Climate Change” or “Fight Back Against Cyber Threats with the National Conference on Cybersecurity.” - **Monitor engagement metrics.** Figure out which communication strategies are working and which ones need some adjustments. Monitor metrics like email open rates and click-through rates to determine which messages are resonating with your audience. Refer to previous metrics for more insight on the impact of new strategies, and keep track of ongoing communication data to reference in the future. Reference recent updates from association members to look for additional opportunities for engagement. For instance, you might scroll through LinkedIn and notice a member has been promoted. Consider using digital tools like [eCardwidget](https://ecardwidget.com/corporate-gift-ideas/ "View some great corporate gift ideas on the ECardWidget Website") to send personalized congratulations and a gift recognizing their hard work. That way, your association never misses a moment to congratulate and recognize its hard-working members. ## Mix Up Your Professional Development Services Add value to your professional development services by increasing your service variety. Think of ways you can help your members advance their skills and improve their resumes with tailored training and workshops. To keep your professional development services fresh, consider implementing these tips: - **Provide access to industry experts.** Reach out to experts in your field via cold outreach or ask for an introduction from a shared network connection. You can invite experts to contribute to a panel discussion, provide an insightful presentation, or contribute to an article on your association’s website. Make a lasting impact by inviting members to discuss the expert’s perspective and ask questions following their professional contributions. - **Incorporate soft skills development.** Soft skills include teamwork, communication, and leadership which are difficult to quantify, but can make a notable difference in the workplace. To help members develop these skills, you might provide more opportunities for members to practice professional problem-solving together, such as providing feedback on presentation skills to increase their public speaking effectiveness. - **Create a mentoring program.** If your association hasn’t already, consider adding a full-blown mentoring program to connect members. Consider factors like industry experience, professional goals, and personality differences when matching mentors with mentees. Then, provide training for mentoring groups to equip them with the necessary tools for success. For example, a mentoring group within the tech industry could attend machine learning and AI conferences together. All of these services can be adapted according to your association’s unique objectives and schedule. You might host a virtual mentoring workshop, a team-building [in-person event](/earning-revenue-at-your-associations-events-4-ideas/ "Learn how to bring in revenue for your association"), and an industry expert panel with both online and in-person registration. Review your budget and timeline to see what works best for you. ## Offer a Variety of Networking Opportunities Regardless of their associated field, networking can be intimidating for many professionals. Luckily, one of the main benefits of being an association member is the ability to make meaningful career connections. To add variety to your networking opportunities, consider offering opportunities like: - **Speed networking.** A networking version of speed-dating, speed networking lets members talk to several attendees during one event. Members meet and chat with fellow attendees for 10-15 minutes at a time, and they can facilitate follow-up conversations with members they relate to most. - **Roundtable.** Facilitate a roundtable discussion with a defined discussion topic or moderator. Provide attendees with the topic ahead of time, so they can come prepared with research to back up their claims and discuss new perspectives. - **Happy hour.** Make networking casual by inviting association members to an after-hours happy hour event to build existing relationships or get to know new members. These events don’t have to include work-related topics. Instead, they provide opportunities for members to get to know one another on a personal level. - **Community service.** Unite your members by inviting them to contribute to a good cause. Organize a community outreach event like an environmental clean-up day or an animal shelter volunteering event. [NXUnite](http://nxunite.com/community-outreach-ideas/ "Find out some ways add community outreach to your associaiton") suggests leading a sustainability webinar to increase awareness and engage members in a timely and productive conversation. You could include various ways your association can give back and roll out any new environmental policies during the meeting. ## Keep Your Online Content Relevant Opt for a holistic approach when planning your association’s content. To drive engagement, you’ll want to be sure you are providing as many talking points as possible. While topics will differ by industry, there are a few engagement tips you can implement to expand your reach and re-engage current or lapsed members: - **Stay up to date on industry trends.** Whether it’s new medical technology or updated legislative processes, be sure to stay up to date on current and emerging industry trends. Create and share industry-related articles, poles, and [virtual presentations](/virtual-meetings-first-steps-white-paper/ "Going Virtual? Follow our guide on how to get started. ") for members to interact with and consider. For instance, a medical association might plan a small group discussion concerning new vaccination studies. - **Recognize members.** Keep current members engaged by recognizing leading professionals in your organization who have created positive change or presented innovative ideas within their respective industries. Consider creating a “member success” series to share stories of personal and professional growth and [encourage members to recognize their peers](https://ecardwidget.com/peer-to-peer-recognition/ "Check out some great ways to recognize the achievements of your peers from ECardWidget") by sharing the series within their network. - **Promote member benefits.** Highlight your [member benefits](https://nxunite.com/membership-benefits/ "Learn some great tips on Membership Benefits") regularly online. Does your association offer discounted products or services? What about access to policymakers or other industry leaders? Discuss what makes your association different and why your resources provide value to members. - **Leverage member expertise.** Invite your experienced members to share their thoughts on emerging topics through a mini Ted Talk-style series, article contribution, roundtable discussion, or webinar. When prospective members notice that your content is supported by thoughtful, well-researched members, they’ll be more inclined to join. Ask for feedback through timely surveys or focus groups to discover new engagement topics and discard ineffective ones. Following a webinar, for instance, you can ask attendees to rate how helpful the event was and add any additional topics they’d like to cover in upcoming webinars. --- Engaging members is a balancing act between communication, networking, and professional development. Through a multifaceted engagement approach, you’ll be able to provide more opportunities for members to connect with your association and form lasting member relationships. **Categories:** Blog Posts **Tags:** Best Practices, Engagement, Membership --- ### [Boost Your Association's Online Visibility with These 5 Expert SEO Practices](https://amrms.com/boost-your-associations-online-visibility-with-these-5-expert-seo-practices/) **Published:** May 31, 2023 **Author:** Mike Cooke **Content:** Search Engine Optimization (SEO) is an essential aspect of any website. It helps to increase the visibility of your website and improve the ranking on search engine result pages (SERP). That basically means changing or adding parts to your web pages or blog posts in order to show up as a higher ranked site on search engines like Google, Bing, or Yahoo. This is particularly important for association websites, which rely on attracting both new visitors and members to maintain their operations, grow their membership base, and expand awareness of their missions. Here are the top 5 best SEO practices that you should implement to improve your association website’s search engine ranking: 1. **Optimize your website’s content**: The content on your website should be keyword-rich and relevant to your target audience. It’s worthwhile to add new, high-quality content such as [blog posts](https://amrms.com/blog/) to keep things fresh. Utilize relevant keywords throughout your website, especially in the titles, headings, and meta descriptions. 2. **Use header tags appropriately**: Header tags (H1, H2, H3, etc.) help to organize your content and make it easier for search engines to understand the structure of your website. Use header tags to give your content a clear structure and hierarchy, and make sure to use the H1 tag for the main title of each page. [Some great header tips from Yoast can be found here](https://yoast.com/how-to-use-headings-on-your-site/ "Learn More About Website Headings And Why They Are Important"). 3. **Improve website loading speed**: A slow website can greatly affect your SEO ranking. Make sure that your website loads quickly by resizing/compressing images, minifying CSS and JavaScript files, and using a fast web hosting service. You can check your current website speed rating [using Page Speed Insights](https://pagespeed.web.dev/ "Find Out How To Use Page Speed Insights To Help Your Website's SEO"). 4. **Build high-quality backlinks**: Backlinks are links from other websites that point to your website. The quality and relevance of these backlinks are important factors in determining your website’s ranking. Focus on building high-quality, relevant backlinks from authoritative websites in your industry. [Here is a great article with 12 strategies for higher-quality back links](https://www.searchenginejournal.com/how-to-get-quality-backlinks/460802/ "Learn More About Back Links"). 5. **Utilize social media**: Social media can be a powerful tool for promoting your website and improving your SEO. Make sure to share your website’s content on your social media channels and encourage others to share it as well. By implementing these top 5 best SEO practices, you can significantly improve the visibility of your association website. If you want to monitor your progress, implement free tools like [Google Analytics](https://analytics.google.com/analytics/web/ "Visit The Google Analytics Website") or [Google Search Console](https://search.google.com/search-console/about "Learn More About The Google Search Console"), and consider paid services like [SemRush](https://www.semrush.com/ "Visit The SemRush Website") to keep track of your SEO progress. Something else to keep in mind is that search engine ranking and optimization is like trying to hit a moving target. The rules and regulations are always changing. You or your web designer need to stay up to date with up-to-date strategies in order to ride the current wave of search engine optimization ins and outs. Don’t want to worry about all these SEO details? AMR offers SEO optimization to all our [client-partners](/partners/ "View Our List Of Client Partners") as part of our [web shared services.](/services/ "Find Out More About Our Shared Services") Get in [touch with us today](https://amrms.com/contact-us/ "Contact Us For More Information on our Association Management Services") to see how you can become part of the AMR family. **Categories:** Blog Posts **Tags:** Best Practices, Engagement, Websites --- ### [Association Marketing: 3 Ways to Reach Your Members](https://amrms.com/association-marketing-3-ways-to-reach-your-members/) **Published:** May 24, 2023 **Author:** AMR Management Services **Content:** Your association has likely spent plenty of time and resources to attract talented and qualified members for your organization. However, your work is far from over! Once you’ve turned prospects into members of your organization, you need to do everything possible to keep them interested, engaged, and eager to [renew their membership](/5-fundamental-member-retention-strategies-for-associations/ "Learn more about member retention in this blog post"). This is where a strong marketing strategy comes into play. By marketing your events, membership tiers and associated benefits, and opportunities for growth, you can remind members of all the perks of your organization *and* confirm that they made a great choice by choosing your association. To effectively reach your members with your messaging, you’ll need the right tools and strategies. Leverage these resources to keep members up to date and connected at all times with your association: - Your Website - Social Media - Email Newsletter By consistently reaching out to members with your exciting opportunities, you’ll be in great shape to build long term partnerships and create a sustainable, growing membership base. Let’s begin. ## Your Website Your website is the foundation of your association’s digital presence, so it’s important you create updated content that keeps members in the loop of what’s going on at your organization—from your upcoming annual conference to your virtual mentorship opportunities. If you’re new to web design or simply need to revamp your digital presence, [Morweb’s guide to membership website builders](https://morweb.org/post/top-membership-website-builders "View a list of top website builders on MorWeb's website") recommends working with an association-specific CMS (content management system) with all the tools you’ll need, like custom member portals, community forums, and a built-in accessibility widget. This way, you’ll have a full suite of solutions under one roof, rather than trying to piecemeal different third-party apps and plug-ins into your site, which often requires technical expertise and can eat up a lot of your team’s time. Armed with a comprehensive website builder for associations, you’ll be well-prepared to add the following elements into your website and strengthen your digital marketing: - **Event landing pages.** Provide members with everything they need to know and ramp up registration numbers for your events by creating dedicated landing pages. An event landing page acts as a one stop shop for your event, allowing you to effectively market your event details and boost excitement for your upcoming conference, workshop, or other opportunity. Include logistical details like your event’s date, time, and location as well as any perks of attendance, like food or live entertainment. - **Blog.** Your blog is a great place to keep members up to date on industry trends and news, association-wide updates, and upcoming events. The [best organization websites](https://morweb.org/post/best-nonprofit-websites "Learn more about nonprofit websites on MorWeb's Website") stick to a consistent posting schedule so your blog content is always fresh and conveying the most accurate information. This communicates professionalism to your members and establishes your organization as a thought leader in your respective industry. - **Members-only resources.** To grant members access to exclusive content and resources, work with your website builder to create custom member portals. Here, you can share private discussion threads, recordings of past workshops or speaker events, and learning materials. Valuable members-only resources like these help your member base stay tapped into your organization and [readily access your membership benefits](https://nxunite.com/membership-benefits/ "Find out more benefits that you can offer your members on NXUnite's website"). Create a call-to-action on your site that directs existing members to the members-only login page so they can easily access these materials. As you update your website content, leverage your CMS to [actively track data metrics](/4-tips-for-your-associations-data-driven-marketing-strategy/ "Learn how to use your association's date in your marketing strategy in this blog post") like page views, time spent on page, and conversion rate. This will help you identify where your website strategy is performing well and where you can optimize it for greater engagement results. Your website can also be a strong tool in attracting new members to your organization, so it’s essential to maintain a well-organized, professional, and informative digital presence. ## Social Media [Social media](/social-media-cheat-sheet/ "Follow our social media cheat sheet to help grow your membership") is an innovative tool that can help your association grow its following and effectively reach members with your upcoming events and opportunities. There are many platforms at your disposal, including LinkedIn, Facebook, and Instagram. However, rather than spreading yourself too thin and generating content on every existing social media platform, choose the ones where your target audience is most likely to see your content. For instance, if you’re an association of seasoned medical professionals, it would make more sense to create marketing content on LinkedIn or Facebook rather than TikTok, which appeals to a younger audience and has a much more informal content style. Once you’ve decided on your social media channels, you’ll need to create a variety of content that will encourage member involvement and make members eager to sign up for your upcoming events. Your content should include: - **Photos.** Share photos of your members attending your latest conference, headshots of your upcoming event’s speakers, or pictures of your members participating in your annual workshop. Pictures are great at highlighting the value and appeal of attending your events, which can help encourage more registrations. - **Graphic designs.** Graphic designs like infographics can help your association illuminate statistics about its membership body or its industry impact. For instance, you could share an infographic at the end of the year that highlights the number of members that attended your workshops, the number of online presentations that were viewed, the number of core professional skills your association helped teach, and any other relevant metrics that can help show off your association’s value. - **Videos.** According to [Tectonic Video’s guide to video marketing](https://tectonic.video/video-marketing-for-nonprofit "Check out a video marketing guide by Tectonic"), there are several types of marketing videos your association could create, such as educational videos that touch on industry insights, organizational videos that overview your association for new or prospective members, and testimonial videos featuring your staff or existing members. Videos are easily digestible and grab your followers’ attention, so leverage this opportunity to market your upcoming events, membership tier upgrades, and other relevant insights to [keep members engaged](/member-engagement-more-takeaways-from-the-higher-logic-super-forum/ "Learn how to keep members more engaged in this blog post"). As you develop your social media presence, remember to respond to members’ comments and join in on conversations related to your association. This interaction can help members develop a stronger relationship with your association and feel seen. ## Email Newsletter Your association members are always scanning through their emails. In fact, [19% of email users](https://www.nexalearning.com/blog/bid/24544/six-startling-statistics-about-email-use "Learn more about email usage from NexLearning") check their email as soon as they hit their inbox. To reach your members directly with your marketing messages, create a weekly or monthly email newsletter. Here, you can cover all the highlights that members should know about, from upcoming networking opportunities to the latest virtual learning tools available in their members-only portal. When designing your email newsletters, keep the following tips in mind: - **Use a template.** Email templates help you create an organized and visually appealing email. Work with an email software solution that provides plenty of options so you can choose a theme that makes the most sense for your association. Plus, you should be able to easily add in custom elements, like your association’s fonts and color scheme. - **Choose a catchy subject line.** To ensure your email stands out from the rest of your members’ incoming messages, use an attention-grabbing subject line that expresses the relevance and value of your content. Stick to concise language and express urgency to drive high open rates. For instance, a subject line that says “Don’t Miss Out: Register for Our Annual Conference Now” is eye-catching and lets recipients know exactly what your email content is about. - **Create compelling CTAs.** Calls to action (CTAs) direct members to their intended next step. If you’re discussing your upcoming conference, display a large CTA above the content that hyperlinks to your registration page. This way, members can easily take action once inspired. Remember to break up your email content with images and videos. This will help you keep your members’ attention and allow them to visualize what your upcoming event or opportunity will be like if they attend. --- As you execute your marketing strategy, remember to keep your audience in mind and tailor your content to their interests. This focus will make it more likely that your members will view and take the intended next step, whether that’s upgrading their membership tier, registering for your next event, or renewing their membership at the end of the year. **Categories:** Blog Posts **Tags:** Association Management, Best Practices, Engagement, Membership --- ### [No Drama Needed: How Emotional Intelligence Creates a Positive Association Culture](https://amrms.com/no-drama-needed-how-emotional-intelligence-creates-a-positive-association-culture/) **Published:** May 3, 2023 **Author:** Madison Wallace and DeLaine Bender CAE **Content:** Picture this: You’re newly elected to an association Board of Directors. You were thrilled to be elected to this leadership position and eager to contribute to the success of the association, but you quickly realized that your ideas weren’t being heard or valued. As a result, you started to feel disengaged and wondered if this was the norm for all Boards or committees. This scenario illustrates a negative culture that is all too common. Poor communication, lack of trust, and conflict are contributing to an environment that leaves Board and committee members feeling undervalued and disengaged. And the consequences can be significant, such as decreased engagement, retention rates, and a negative reputation. So, what’s missing in this scenario, and what steps can leaders take to create a more positive culture? In an association setting, leaders are often very passionate about the organization and its cause – which can sometimes lead to conflict. The key to successfully managing that conflict and creating an environment of members who feel valued, respected, and engaged is **[emotional intelligence](https://online.hbs.edu/blog/post/emotional-intelligence-in-leadership#:~:text=Emotional%20intelligence%20is%20defined%20as,popularized%20by%20psychologist%20Daniel%20Goleman. "Learn More About Eemotional Intelligence in this article from Harvard Business School")**. [Considered a fundamental element of executive presence](/8-ways-to-build-executive-presence-in-your-association-leadership/ "Learn how to build executive presence"), emotional intelligence is the ability to recognize and manage your own emotions, as well as understand and respond effectively to the emotions of others. A high level of emotional intelligence helps leaders communicate effectively, think rationally, and be more attuned to the perspectives of others, which contributes to a positive culture, higher productivity, enhanced teamwork, and better outcomes. By modeling healthy emotional intelligence practices, association leaders can [more effectively govern the organization](/the-art-of-engaging-your-association-board-7-top-strategies-for-success/ "View our suggestions for top 7 association board strategies") and play a significant role in the personal and professional growth of others, making it a crucial skill to develop in life. If you’re experiencing a negative association culture, don’t despair. There are actionable steps you can take to improve emotional intelligence and create a more positive environment. Let’s explore some specific ways to improve emotional intelligence within an association culture. ### Actionable Steps **1. Get to know yourself** Before you can understand others, you need to understand yourself. Take a long, hard look in the mirror and recognize how your emotions affect your thoughts and behavior. Reflect on how you’ve reacted in the past and how those reactions impacted the situation—for better or for worse. Then, use that self-awareness to be more thoughtful and measured in your future responses. **2. Mind your mindfulness** Mindfulness is a powerful tool that can help you manage your emotions effectively. [Take a break from the chaos of daily life and practice mindfulness techniques](/grateful-for-my-amc/ "Learn more about mindfulness in this blog post") like meditation or deep breathing exercises. When you feel yourself getting worked up, bring yourself back to the present moment and focus on your thoughts, feelings, and physical sensations to avoid reacting impulsively. **3. Walk a mile in their shoes** Empathy is key to understanding and connecting with others. When someone shares their thoughts or feelings with you, listen without judgment. Show them that you care about their well-being, respect their point of view, and will support them when they need it. And most importantly, be open to their constructive feedback. **4. Lead by example** Effective communication starts with you. Pay attention to your verbal and nonverbal cues, like your tone, body language, and eye contact. When someone is speaking, give them your undivided attention, avoid interrupting, and ask clarifying questions to help you understand their message. Summarize key points to ensure you both understand each other. **5. Keep your emotions in check** We all have triggers that can send us into a tailspin. The key is to recognize what those triggers are and develop coping strategies to manage them. Think back to past experiences that left you feeling reactive or out of control. Identify negative beliefs that contribute to those emotional reactions and [replace them with positive self-talk](/cognitive-restructuring-for-association-managers/ "View more tips for association managers") and rational thinking. Improving emotional intelligence is a process that takes time and effort. Be patient and consistent in your efforts. You may also find value in seeking out support from a trusted friend or professional mentor in whom you see a high level of emotional intelligence. Enhancing your emotional intelligence will strengthen your effectiveness as a leader, contribute to the success of your association, and heighten your executive presence. Start implementing these tips today and watch your association culture thrive! \*\* ### About AMR Management Services If you are looking to enhance the executive skills of your association, AMR Management Services is here to help. We specialize in association management and offer a range of services, including strategic leadership support, to help you achieve your goals. [Contact us today](https://amrms.com/contact-us/ "Visit our Contact Page") to learn more about how we can help you take your association to the next level. **Categories:** Blog Posts **Tags:** Best Practices, Culture, Leadership --- ### [Meetings Industry Insights May 2023](https://amrms.com/meetings-industry-insights-may-2023/) **Published:** May 22, 2023 **Author:** Glen Ellwood **Content:** As we round out the Spring 2023 conference season with stories of many great experiences (and a few not-so-great) we are reminded that a few key pain points remain “post COVID” in the meetings and hospitality industry. Among those are [staff shortages](/meetings-industry-insights-february-2023/ "Read Our Last Report From February 2023"), supply chain delays, reduced service levels, and [high costs](https://velvetchainsaw.com/2023/02/27/skyrocketing-costs-squeeze-event-budgets/ "Event Budgets Going Up"). In the same breath we—as association meeting leaders—are looking at a very real transformation in the industry where “[experience-first events](https://www.bizzabo.com/blog/how-to-design-an-impactful-attendee-experience "Learn How To Create An Event With an Impact on Attendees")” are becoming the norm. AMR clients hosted 18 in-person meetings, conferences, and events from February to May, 2023, and our experience reflected these industry-wide trends. The tension between [designing an *experience*](https://amrms.com/innovating-a-better-conference-using-design-thinking-to-enhance-association-conferences-meetings-and-events/ "Learn How To Enhance Your Event With Design Thinking") rather than planning an event and the slow pace of recovery in the hospitality industry is our work-at-hand. Greg Bogue, Chief Experience Architect at Maritz Design, puts it this way, “We used to be able to embrace the idea that if we build it, they will come. Now, as event designers, we must think of this with a different lens, with attendees now feeling, ‘If they build it *for me,* I will come.’” What is the expectation of participants when it comes to an event experience? There is a renewed fervor in the [sustainability](https://www.cvent.com/en/blog/hospitality/sustainable-meetings-events "Make Your Event Sustainable") of events and travel, continued evolution of [diversity, equity, and inclusion](https://www.mpi.org/docs/default-source/academy/inclusion-report-final.pdf "Find Out How To Be More Inclusive") as foundational elements of associations, and now a hard look at what [artificial intelligence (AI)](https://blog.pcnametag.com/event-ai "See How AI Can Help With Your Event") can offer in our meetings. “If they are building it for me, AI is going to tell them how I feel about the experience and content, right?” We know data drives great events, and a new data set is being established, called Return on Events or [Return on Experience (ROX).](https://www.pcma.org/roe-return-on-events-study-meetings-industry/ "Find Out More On The Return Of Events On The PCMA Website") In a nutshell, ROX is focused on measuring the lasting effects of an event—whether it be a personal, social, economic, or organizational impacts. ### Lessons Learned and Helpful Reminders How should we now look to the rest of 2023 for our conference planning and execution? What lessons have we learned from our recent events? Here are a few helpful reminders. The meetings and hospitality industry is still in recovery, but service levels have increased significantly from one year ago. Celebrate that progress! 1. The [desire to meet in person is stronger than ever](https://www.freeman.com/resources/infographic-live-events-mean-business/ "Lean More About Live Events In These Times") —that desire is rooted in experiences, rather than content, and the most successful events place this at the forefront. 2. We have seen, in some instances, what we don’t want to have happen. The knowledge that we can’t make any assumptions about service or expectations, means we must build a more robust [question-based approach](/content-strategy-are-you-asking-the-right-questions/ "Find A Content Strategy That Works For You") to working with venues, vendors, and our attendees. 3. There are great people resources available within AMR teams, client leadership and meetings with industry partners. Build relationships that foster learning, sharing, and partnerships in all areas of our work. We can certainly become overwhelmed with the [shifts in the industry](https://www.pcma.org/10-shifts-transforming-organizations-mckinsey-company/ "Transform Your Events To Make Them Better"), changing expectations, and limited resources. We can also take up the challenge of creating experiences that will have [adult learners](/great-expectations-meeting-the-needs-of-todays-adult-learners/ "Learn More About How Adults Learn") saying, “I will come!” --- ### About AMR Management Services Through their knowledge of the latest trends and emerging practices, the Education & Events experts at AMR Management Services can help your association or professional society create event **experiences** with lasting impact. [Contact AMR](https://amrms.com/contact-us/ "Contact Us For Your Association Management Needs Today!") today to learn more about how we can help you take your next association conference to the next level. **Categories:** Blog Posts **Tags:** Conferences, Meetings --- ### [AMR Management Services Welcomes NurseTRUST as new Client-Partner](https://amrms.com/amr-management-services-welcomes-nursetrust-as-new-client-partner/) **Published:** August 2, 2022 **Author:** AMR Management Services **Content:** LEXINGTON, Ky. (August 2, 2022) — AMR Management Services, a Kentucky-based association management firm, welcomed NurseTRUST as a new client this week. NurseTRUST joins more than 25 other national and international associations that have selected AMR as their association management partner. ![NurseTrust Logo](https://amrms.com/wp-content/uploads/2022/08/NurseTrust.png)NurseTRUST Logo [NurseTRUST](https://www.nursetrust.org/) is a 501(c)(3) membership organization created in 2017 by alumni of the Robert Wood Johnson Foundation Executive Nurse Fellows program. Now open by nomination to nurse leaders across the country, the association’s mission is to engage nurses in life-changing leadership experiences. “We wanted to work with NurseTRUST because their mission will have a positive and lasting impact on the nursing profession,” said Nick Ruffin, CAE, President and Chief Executive Officer for AMR Management Services. “The relationship with NurseTRUST is clearly aligned with our goal of ‘*helping associations change the world’* and are excited to support them.” “We chose AMR as our association management partner because they have the expertise, infrastructure, and expert staff to help us achieve our goals,” said Mary Kay Vandriel, FACHE, NurseTRUST President. “As a young organization, we know it is important to choose partners that closely align with our culture and future vision, and AMR does just that.” **About AMR Management Services** AMR Management Services provides [professional services](https://amrms.com/services/) to a variety of local, regional, national and international nonprofit trade associations, professional societies and foundations. Core services include association management, education and events management, financial and membership management, marketing and creative services, and data and technology management. More than [25 national and international organizations](https://amrms.com/partners/) rely on AMR for full-service association management expertise. **About NurseTRUST** Through adding unparalleled values based on trusted and collaborative relationships, NurseTRUST aspires to intentionally advance healthcare to improve health and to inspire and equip nurses to lead courageously. A 501(c)(3) membership organization, NurseTRUST was founded by alumni members of the Robert Wood Johnson Foundation Executive Nurse Fellows program and is now open to nurse leaders who share a passion for the NurseTRUST mission to engage nurses in life-changing leadership. Benefits of NurseTRUST membership includes participation in the Annual Summit, TRUSTed Conversations, new E3 Fellowship Program, and the opportunity to connect year-round with a network of nurse leaders. To learn more about NurseTRUST, visit [nursetrust.org](http://nursetrust.org/). Download Press Reelase AS A PDF 204.17 KB **Categories:** Press Releases **Tags:** Announcements, Company News --- ### [Meetings Industry Insights February 2023](https://amrms.com/meetings-industry-insights-february-2023/) **Published:** February 10, 2023 **Author:** Molly Marsh **Content:** According to a recent statement from ***American Hotel & Lodging Association*** CEO Chip Rogers, ***85 percent of their member properties are “***[***somewhat or severely understaffed***](https://www.travelweekly.com/Travel-News/Hotel-News/ALIS-labor-shortage-greatest-hotel-challenge "View the referenced article")***.”*** This certainly reflects the experience that the AMR Education and Events team has had in working with over 30 different hotels and event venues nationwide in the last six months. Hotels and venues are currently plagued with staffing shortages, supply chain interruptions, and inflation – which have also impacted cost and availability in food and beverage, audio visual, and transportation, all critical aspects of our events. With every constraint comes an opportunity for creativity or innovation, and – since we anticipate these challenges continuing throughout 2023 – the partnership between AMR Management Services and [our association clients](https://amrms.com/partners/ "View our Client Partner Page") is more important now than ever! **What are we doing to adapt to these challenges?** - ***Persistence in communication***: With hotels and venues understaffed and turnover exceedingly high, there is often little to no consistency in the team that we’re working with at a particular venue. Details that were clearly communicated to one person at the hotel may not be communicated to the staff working with us on-site. We’re finding that each communication requires consistent follow-up and reminders to ensure that our event needs are taken care of. - ***Making no assumptions***: Services that used to be industry standard – like refreshing a meeting room during a lunch break – are now only offered on request at many venues, due to reduced staff. From housekeeping to the hours for hotel dining and retail outlets, we’re checking those assumptions with our hotel partners and CVB contacts so that we can help our attendees prepare for the on-site experience. - ***Asking more (and better) questions***: Costs continue to rise, even with service limitations, and so creative approaches are essential. Whether it’s digging in to determine if lunch-sized portions can be served at a reduced cost or changing up AV equipment to reduce the labor needed, we’re asking a lot more questions both of our volunteer leaders, and the vendors we work with so that we can find workable, cost-effective solutions. **What can associations do to ensure success?** - ***Focus on (and budget for) what’s most important***: Letting your goals guide decision making is the single-most important thing associations can do to be successful – now and always! If the goal of the event is to foster peer-to-peer learning for members, then a fancy gala dinner may not be necessary. In a recent survey released [Knowland and Conference Direct](https://get.knowland.com/planner-survey-2023-state-of-the-industry "View the Knowland Survey"), ***nearly 50% of planners are anticipating F&B prices to increase over 20% in 2023*** (and the news isn’t much better for audio-visual, travel, and other expenses). All around, budgets are struggling to keep up. Focusing on the elements of the event that are most important to the association and your members will ensure the best possible experience at the most reasonable cost. - ***Be flexible***: If a venue partner reaches out to say that a particular event set up or menu selection won’t work, be ready to flex and adapt. Be willing to entertain different ideas that may be outside the norm for the association, as they may create a better attendee experience than trying to do it the way it’s “always been done” without the right resources to support it. - ***Be clear and decisive***: There are so many things that are out of the planning team’s control, that it’s super important to be clear and consistent on the things that you can control. Don’t assume that it’s possible to add a meal function a week before the event or to change a room set on-site. Even if it is *possible*, it’s likely to come at significant additional cost because the resources to support it are more costly and hard to come by. If the constraints and challenges of the last three years have revealed anything, it’s the importance of our relationships and interpersonal connections. Coming together – in an attitude of true partnership – to tackle these constraints is the only way to succeed! **Categories:** Blog Posts **Tags:** Collaboration, Conferences, Meetings --- ### [8 Ways to Build Executive Presence in Your Association Leadership](https://amrms.com/8-ways-to-build-executive-presence-in-your-association-leadership/) **Published:** April 26, 2023 **Author:** DeLaine Bender CAE and Madison Wallace **Content:** For some lucky individuals, executive presence seems to be innate. These individuals act with authority, respond well under pressure, and easily engage with and inspire others. In short, they have an ability to inspire confidence. Yet, executive presence is not a trait. It is a cultivatable skill. What is “executive presence” exactly? Executive presence refers to a set of qualities and characteristics that enable a person to project confidence, authority, and professionalism in a leadership role. It encompasses a combination of communication skills, personal style, and overall demeanor that conveys a sense of leadership, credibility, and effectiveness. If you are looking to enhance your executive presence in your association, here are eight fundamental components to hone: **1 Confidence** For those who struggle with indecisiveness or low self-esteem, the inability to project confidence can create a real barrier to success. Leaders with executive presence exude confidence in their abilities, decisions, and interactions. They have a clear sense of self-assurance, and their actions and words reflect this self-confidence. If you struggle with confidence, practice positive self-talk by [replacing negative thoughts with positive affirmations](/cognitive-restructuring-for-association-managers/ "Learn More In our blog post on cognitive restructuring"). Then, identify your strengths and leverage them to build your confidence. **2 Credibility** Executive presence requires appearing as [credible](https://executivesupportmagazine.com/accountability-and-credibility/ "Find out more on accountability and credibility as an executive") and trustworthy. Leaders with executive presence are accountable, knowledgeable, and have a track record of success. They inspire confidence and build trust with others by following through on commitments and acting when and where it is most needed. Prioritize building positive relationships with stakeholders. Actively listen, be responsive, and show empathy to build trust and respect. **3 Authenticity** Authenticity is about being genuine, sincere, and true to oneself. Leaders with executive presence are authentic in their interactions and are true to their [values and principles](/our-culture/ "Learn more about AMR on our Culture page"). They are not afraid to be themselves and show vulnerability when appropriate. Be true to yourself and your values, and be consistent in your actions and decisions. **4 Poise and Composure** Leaders with executive presence remain composed and poised, even in challenging situations. They [manage stress and conflict](http://cognitive-restructuring-for-association-managers/ "Learn more on our blog post about cognitive restructuring") effectively, maintain a calm demeanor, and think critically under pressure. They have the ability to handle difficult conversations and situations with grace and professionalism. Practicing mindfulness can help you improve your ability to stay poised and composed, even in challenging situations. **5 Strong Communication** Communication is a critical component of executive presence. Leaders with executive presence are effective communicators who can articulate their ideas clearly, listen actively to others, and adapt their communication style to different audiences. They have excellent verbal and non-verbal communication skills, which helps them better connect, inspire, and lead others. Ask a trusted friend or colleague to provide feedback on your communication skills. Be self-aware of your communication style, body language, and tone and how these, in combination, are being perceived by your audience. **6 Professional Image** Executive presence also includes how leaders present themselves physically. It involves dressing professionally, maintaining good grooming habits, and paying attention to body language. A polished appearance can contribute to a leader’s overall presence and influence. **7 Emotional Intelligence** Leaders with executive presence possess high [emotional intelligence](https://www.asaecenter.org/resources/articles/an_plus/2021/july/harnessing-the-power-of-emotional-intelligence-as-a-leadership-skill "Find out what emotional intelligence is according to the ASAE"), which involves self-awareness, self-regulation, empathy, and social skills. They are skilled at managing their own emotions and are sensitive to the emotions of others. This enables them to build positive relationships, navigate difficult situations, read social cues, and make informed decisions. To develop self-awareness, practice reflecting on your emotions, identifying your triggers, and acknowledging your mistakes. Seek feedback from others to gain a better understanding of how you are perceived. **8 Strategic Thinking** Leaders with executive presence are strategic thinkers who can see the big picture and make decisions that align with organizational goals. They have a strategic mindset and can anticipate challenges and opportunities, analyze complex situations, and make well-informed decisions that further your [association’s mission, vision, and goals](https://amrms.com/returning-to-why/ "Find out why the why is important"). Collect and [analyze data](/using-your-associations-data-to-tell-a-story-4-steps/ "Learn more about the role that data plays in your assoicaiton") on industry trends, [member needs](/5-fundamental-member-retention-strategies-for-associations/ "Learn how to keep your membership numbers high with our tips on member retention"), and association performance to inform your decision-making. **Conclusion** Overall, executive presence is a combination of various qualities and behaviors that enable a leader to command respect, [demonstrate sincerity](https://www.linkedin.com/pulse/leadership-sincerity-nigel-simpson/ "Learn more about leadership and sincerity"), influence others, and inspire confidence. It is an essential attribute for association management professionals and anyone who aspires to excel in executive or leadership roles. Remember, developing executive presence is a journey, and it takes time and effort to improve. With practice and dedication, you can become a more effective and inspiring association leader. If you are looking to enhance your executive presence, our company is here to help. We specialize in association management and offer a range of services to help you achieve your goals, including strategic leadership support. [Contact us today](/contact-us/) to learn more about how we can help you take your association to the next level. **Categories:** Blog Posts **Tags:** Association Management, Best Practices, Leadership --- ### [The Art of Engaging Your Association Board: 7 Top Strategies for Success](https://amrms.com/the-art-of-engaging-your-association-board-7-top-strategies-for-success/) **Published:** April 19, 2023 **Author:** Rachel Hight **Content:** The Board of Directors plays a critical role in guiding an association towards its mission and goals. Board members bring a wealth of knowledge, experience, and expertise to the table, and engaging them effectively is essential for effective association management. However, keeping a board engaged can sometimes be challenging, especially with the demands and responsibilities they have outside of their board duties. In this blog post, we will explore seven strategies for successfully engaging your association board, so you can maximize their contributions and drive your organization toward success. **1 Clarify Roles and Expectations** Just like staff members, [volunteer leaders](/volunteer-performance-feedback-the-elephant-in-the-room/ "Read More About Performance Feedback") need a clear understanding of their roles and responsibilities within the association. They volunteered to lead, but they need to understand specifically where their talents and knowledge are most needed. Providing them with a comprehensive orientation that outlines their duties, expectations, and the overall governance structure of the organization is crucial. Make sure to communicate expectations clearly, and regularly review and update board members on their roles and responsibilities as needed. This will help them feel empowered and motivated to contribute effectively. **2 Foster Open Communication** Effective communication is key to engaging your board. Establish regular communication channels, such as board meetings, email updates, and online collaboration tools, to keep board members informed about the association’s activities, challenges, and achievements. Encourage [open and transparent communication](https://www.praxonomy.com/blog/5-tips-for-effective-board-member-communication/ "Learn more about effective board communication from praxonomy") and create an environment where board members feel comfortable expressing their opinions, ideas, and concerns. Actively listen to their feedback and address their questions promptly to show that their input is valued and respected. **3 Provide Meaningful Opportunities for Involvement** Engage your board members by giving them [meaningful opportunities to contribute](https://www.bwf.com/engage-your-board-meaningful-work/ "Read more about meaningful board engagement") to the association’s initiatives. Assign them specific programs or strategic initiatives that align with their skills and interests, and allow them to take ownership of their responsibilities. Provide the necessary resources and support to help them succeed in their roles. Recognize and celebrate their achievements to reinforce their engagement and motivation. **4 Offer Continuing Education and Development** Invest in the professional development of your board members by providing opportunities for training, education, and skill-building. Offer workshops, webinars, or other learning opportunities that are relevant to their roles and responsibilities. Encourage board and staff members to attend industry conferences, seminars, or other networking events to stay updated on the latest trends and best practices in association management. Supporting a culture of ongoing learning and development will help bring fresh ideas and perspectives to the association and keep everyone engaged. **5 Cultivate a Diverse and Inclusive Board** Embrace [diversity and inclusivity](/how-a-medical-association-used-a-physical-representation-of-diversity-to-create-a-fun-and-engaging-conversation/ "Learn some more tips on how to create a fun and engaging conversation") in your board to foster engagement and innovation. Seek board members with diverse backgrounds, skills, and perspectives, and ensure that their voices are heard and respected. Create a welcoming and inclusive environment that values and appreciates diversity, and actively promote diversity and inclusivity in all aspects of association management. Embracing diversity and inclusivity will enrich the decision-making process, enhance creativity, and promote a sense of belonging among board members. **6 Recognize and Appreciate Board Members** Recognize and appreciate the hard work and dedication of your board members. Show the association’s gratitude by acknowledging their contributions publicly, expressing your appreciation in writing, and recognizing their efforts during board meetings. Celebrate their milestones and highlight their successes in association communications so that members are aware of the board’s important role (which provides the bonus of piquing the interest of potential future board members). [Expressing gratitude and appreciation](https://www.networkforgood.com/resource/7-ways-keep-nonprofits-board-engaged/ "Learn more ways to keep your board engaged") will boost board members’ morale and motivation, as well as encourage them to continue their active engagement. **7 Foster a Positive Board Culture** Cultivate a positive and inclusive [board culture](https://www.boardeffect.com/blog/top-5-ways-improve-board-culture-organization/#:~:text=A%20board's%20culture%20is%20reflected,grows%20and%20changes%20with%20time. "Learn more ways to improve your organization's culture") that promotes collaboration, respect, and mutual trust. Encourage healthy debates, value diverse perspectives, and ensure that all board members have an opportunity to contribute to discussions and decision-making. Set a positive tone at board meetings by creating agendas that encourage open discussion and provide ample time for board members to share their input. Foster a culture of accountability, where board members take ownership of their responsibilities. **Conclusion** These are tried-and-true strategies for boosting board engagement and keeping your leadership engaged over time. By implementing these good practices, as well as those are unique to your association culture, you can create a productive board environment where leaders feel their contributions are valued—and having a healthy board culture builds a lasting foundation for the great leaders of the future. **Categories:** Blog Posts **Tags:** Best Practices, Board, Strategy --- ### [What is Association Management?](https://amrms.com/what-is-association-management/) **Published:** March 7, 2023 **Author:** Jessica Campbell **Content:** My mother asked me the other day, “what do you even do?” I’ve explained my work more times than I can count but she still had no idea what to tell her colleagues when they chatted about their children’s jobs. This is a common issue for those who work in association management, and especially for those of us who work in an association management company (AMC) setting. After considering the question, I concluded that a basic understanding of association management is needed for the work I do to make sense to anyone who doesn’t live in the association world day in and day out. To get to the heart of it all, I went back to the beginning and contemplated the question, “what is an association management company?” To answer this question, I first turned to the standard definition from the [AMC Institute](https://www.amcinstitute.org/about-association-management-companies "Learn More About Association Management Companies"). “Association management companies, or AMCs, are for-profit businesses that manage associations to help them grow and prosper. They offer the expertise, staffing and resources that allow professional societies, trade groups, not-for-profits and philanthropic organizations to effectively manage day-to-day operations and advance their long-term goals. AMCs deliver high levels of expertise and accountability so that associations can continue to increase their value and relevance to members.” Now that I have the textbook (or AMC Institute website) definition, I wanted to look at an association management company from an AMC employee’s perspective. Since my explanation of association management didn’t resonate, I turned to [my colleagues at AMR Management Services](/our-people/ "Meet The AMR Team") and asked for their definitions. Some of their perspectives are included below. > “An association management company is a professional services firm that “lifts the load” for volunteer leaders of associations and professional societies. We provide infrastructure, expert staff, and proven practices and processes – which allows association leaders to focus more time on leading and governing. At a higher level, our team of association management professionals bring expertise in strategic guidance, vision planning and execution. Overall, an AMC is a partner with a focus on helping associations become efficient, effective and productive organizations that can truly serve their member needs*.”* > > *– DeLaine Bender, CAE, Vice President of Client Services* > “An association management company has expert knowledge in all aspects of association management, from membership engagement, conferences, and education to financial services. A company who strives to make their clients as successful as possible.” > > *– Tracey N. Tucker, Office Administrator* > “To me an Association Management Company is a group of experienced professionals who use their combined knowledge, expertise, and experience to tackle all the parts of an association that association leaders usually find difficult to manage so that volunteers with limited time can get past the *how* to do something and work more on the *why*.” > > *– Mike Cooke, Director of Web Strategy* Which perspective resonated with you? They all share a common theme of providing expert knowledge for the benefit of the association, which is also reflected in the [vision, mission, and promise of AMR Management Services.](/our-culture/ "Learn More About AMR Culture") Hopefully this helped you gain a basic understanding and association managements makes sense. Fingers crossed that it works for my mother… For a deeper dive into the AMC world, check out the [blog posts](/blog/ "Read More Of Our Blog Posts") linked below! - [Association Management Services](/services/ "View Our Association Mangement Services") - [\#Grateful for my AMC](https://amrms.com/grateful-for-my-amc/ "Read More About Why People Love Association Management Companies") - [Reality Show? Nope, Just Another Day in the Life of a Meeting Professional](https://amrms.com/reality-show-nope-just-another-day-in-the-life-of-a-meeting-professional/ "Learn More About The Life Of an AMC Meeting Planner") - [Association Management Companies – Your Dream Team?](https://amrms.com/association-management-companies-your-dream-team/ "Find Out Why an AMC is your Association's Dream Team") - [Returning to Why](https://amrms.com/returning-to-why/ "Look deeper into Why we do what we do") **Categories:** Blog Posts **Tags:** Association Management --- ### [4 Tips for your Association's Data-Driven Marketing Strategy](https://amrms.com/4-tips-for-your-associations-data-driven-marketing-strategy/) **Published:** February 16, 2023 **Author:** AMR Management Services **Content:** Whether your association is looking to [raise revenue through an event](https://amrms.com/earning-revenue-at-your-associations-events-4-ideas/ "Read our post on revenue generating ideas for events") or increase membership, you need a narrowly-focused marketing campaign that appeals to your target audience and inspires them to take action. Using data to inform your marketing strategy has been proven to lead to higher enrollment, greater event turnout, and improved membership retention. According to [AccuData’s guide to data marketing](https://www.accudata.com/blog/data-marketing/ "Visit The Acudata Blog for more info on Data Marketing"), organizations that use data-driven marketing strategies experience five times the return on their initial investment. In this guide, we’ll explore four ways that data can power your outreach efforts, so you can effectively promote your association to potential and current members. ## 1. Update membership information with a data append. The [USPS estimates](https://pe.usps.com/businessmail101?ViewName=DeliveryAddress "View the stats on the USPS website") that 25% of all mail has something wrong with the address, whether that be a missing apartment number or an incorrect ZIP code. Such inaccuracies can make your association’s outreach efforts more difficult and cause you to miss out on meaningful support. If you’re looking to [revitalize your membership campaigns](https://amrms.com/revitalize-your-associations-membership-campaign-part-i/ "View our blog post on how to revitalize your membership campaign suggestions"), consider investing in a data append service. [Appending data](https://www.alumnifinder.com/nonprofit-data-appends/ "Learn More About Data Appends") is the process of using a third-party source to update existing information and add new information to your association’s records. When done correctly, it ensures that you’re targeting and sending messages to the right people. Partnering with a data append provider can provide your organization with updated and accurate: - Phone numbers - Email addresses - Dates of birth - Net worth - Employment status The data that you choose to append should be dependent on your larger marketing goals. Consider what you need to know to produce targeted, relevant, and accurate outreach. For instance, if you’re planning on sending personalized messages to members on their birthdays, you could benefit from a date of birth append. ## 2. Segment data for greater personalization. Using your clean and up-to-date membership database, segment supporters based on shared characteristics to better understand their preferences and interests. Associations often segment members based on: - Geographic location - Duration of membership - Engagement history - Demographics - Communication preferences [NXUnite’s guide to marketing](https://doublethedonation.com/nonprofit-marketing-plan/ "Learn More About Non Profit Marketing") suggests that supporters are more likely to pay attention and feel appreciated when you speak to them directly, rather than to their organization as a whole. With this in mind, use your membership segments to target and personalize your outreach. For instance, if you have a large segment of members who live abroad, you can send them an email that expresses your gratitude for their support, despite the geographic distance, and invites them to explore your virtual involvement opportunities. This small token of personalization helps build rapport and encourage loyalty to your association. ## 3. Adopt an omnichannel marketing strategy. After segmenting donors into well-defined groups, it’s time to appeal to their interests and solicit their support. An omnichannel marketing approach uses data to meet members on their preferred platforms and provide a unified experience that drives results. It takes into account which channel each person is using and what their relationship is to your association, such as whether they’re a first-time or lapsed member. Here’s an example of how the process could work for your association: 1. You [send a renewal email](https://www.fundraisingletters.org/membership-renewal-letters/ "Find Out What Renewal Letter Should Look Like") to an existing supporter whose membership is about to expire, encouraging them to click through to the renewal page on your website. 2. The member clicks on the link, fills out the renewal form, and pays their dues. They receive an automated “thank you” message prompting them to explore other involvement opportunities. 3. The member navigates to the event registration page on your website and begins filling in the form fields. However, they abandon the page before pressing submit. 4. Using the phone number that they provided on their renewal form, you send an SMS message reminding them to register for your upcoming event. 5. The member registers for the event and receives another automated “thank you” message from your organization. 6. Finally, you send a personalized save-the-date card in the mail to keep your association’s event at the top of their mind. Remember to maintain consistent branding across your print and digital promotions. If your audience can recognize your brand across these different channels, they’ll be more likely to remember, trust, and invest in your association. ## 4. Collect marketing metrics to measure ROI. Once your marketing campaigns are up and running, it’s important to measure their return on investment (ROI) through data analysis. Collecting these [marketing metrics](https://www.accudata.com/blog/marketing-analytics/ "Find out more about Marketing Analytics from Acudata") can help you make informed decisions about your current and future outreach efforts: - **Email open rate:** Find the percentage of recipients who opened your marketing emails. To ensure your emails don’t fall into the spam or trash folder, write compelling subject lines and keep the frequency of your emails consistent. - **Social media engagement:** Measure how many likes, shares, and comments your posts receive. To boost engagement, tailor your messaging according to each social media platform’s specialty. For instance, Instagram is ideal for images, while Facebook is better suited for long-form written content. - **Website traffic:** Consider how many people visit your association’s website, how they get there, and how long they stay. If you notice a high bounce rate, you may need to update your [web design](https://amrms.com/3-web-design-trends-your-association-should-be-embracing/ "Find out some tips on design trends for your assocation") to create a seamless experience for users. - **Response rate by source:** Divide the number of recipients who responded to your promotional materials on each channel by the total recipients. If your response rate is low, you may need to reconsider who your target audience is and prioritize personalization. Keep in mind that these metrics only scratch the surface of the data that you can collect from your association’s marketing campaigns. Focus on the information that aligns with your goals and paints a clearer picture of your target audience. For instance, if your campaign is centered around [recruiting younger members](https://amrms.com/5-tips-for-recruiting-younger-association-members/ "Some tips on how to recruit younger members to your association"), you should track where this demographic is engaging with your association — whether it be through email newsletters, social media announcements, or online ads — and maximize your efforts on the high-traffic channels. --- Data-driven marketing is an ongoing process. For the most effective marketing results, regularly collect, assess, and update information about your members. In the end, you should have optimized campaigns that attract attention to your association and [foster long-term partnerships](https://amrms.com/building-blocks-for-long-term-partnerships/ "Learn how to build and foster long term partnerships") with your members. **Categories:** Blog Posts **Tags:** Best Practices, Data, Marketing --- ### [AMR Management Services Achieves AMC Institute Reaccreditation 2022](https://amrms.com/amr-management-services-achieves-amc-institute-re-accreditation-2022/) **Published:** July 25, 2022 **Author:** AMR Management Services **Content:** LEXINGTON, Ky. (July 25, 2022) — AMR Management Services, a Kentucky-based association management firm, announced it has been awarded reaccreditation by AMC Institute (AMCI), the global trade association representing the association management industry. ![AMCI Accreditation Seal](https://amrms.com/wp-content/uploads/2022/07/AMCI_2018.png)AMCI Accreditation Seal Among 500-plus association management companies (AMC) worldwide, AMR is one of only 19 AMCs to receive the charter accredited designation. Accreditation demonstrates AMR’s commitment and ability to deliver the highest level of professional management services to association and not-for-profit clients. In 2002, AMR was one of the first five firms to achieve this designation and has achieved reaccreditation every four years thereafter. “We applaud AMR Management Services on this significant achievement,” said AMC Institute Chair Mark Engle. “AMC Institute accreditation requires that association management firms demonstrate adherence to operational and ethical best practices, as outlined in the AMC Institute Standard. Accreditation distinguishes AMR’s ongoing commitment to leadership in association management.” [The AMCI accreditation program](https://www.amcinstitute.org/accreditation "View The AMCI Institue's Accreditation Page") is recognized and supported by ASAE & The Center for Association Leadership and is based on the ANSI Standard of Good Practices for the AMC Industry. ANSI requires that the standard be reviewed and updated regularly to remain an approved standard. Measurable performance practices include contracts and service delivery; employee recruitment, training and professional development; and financial management and internal controls, among others. AMCs must earn re-accreditation every four years, demonstrating to an independent outside auditor that they continue to meet the standard. “Throughout our 25-year history, AMR has remained committed to continuously enhancing our systems, processes, and staff education to ensure we deliver the highest quality services to our association partners,” said Nick Ruffin, CAE, AMR President and CEO. “Accreditation through the AMCI program demonstrates not only that commitment to quality, but also our focus on evolving and growing as an association management service provider.” AMR Management Services provides professional services to a variety of local, regional, national and international nonprofit trade associations, professional societies and foundations. Core services include association management, education and events management, financial and membership management, marketing and creative services, and data and technology management. More than 25 national and international organizations rely on AMR for full-service association management expertise. Association management companies like AMR specialize in managing associations and non-profit organizations, providing leadership and professional management services through experienced staff, best practices and shared resources. As AMCs manage multiple association and non-profit clients, their experience and knowledge base are broad and substantial, positioning AMCs as the preferred choice for full-service and specialized management services. For more about AMC Institute accreditation, visit [www.AMCInstitute.org/accreditation](https://www.amcinstitute.org/accreditation "View The AMCI Instiute Accreditation Page"). Download Press Reelase AS A PDF 178.78 KB **Categories:** Press Releases **Tags:** Announcements, Company News --- ### [AMR Management Services Welcomes Association of Women Surgeons and Association of Women Surgeons Foundation as new Client-Partners](https://amrms.com/amr-management-services-welcomes-association-of-women-surgeons-and-association-of-women-surgeons-foundation-as-new-client-partners/) **Published:** August 11, 2022 **Author:** AMR Management Services **Content:** **AMR Management Services Welcomes Association of Women Surgeons and Association of Women Surgeons Foundation as new Client-Partners** LEXINGTON, Ky. (August 11, 2022) — AMR Management Services, a leading association management company that is home to more than 25 national and international associations, today announced two new clients, the Association of Women Surgeons and the Association of Women Surgeons Foundation, have selected the firm. ![Association of Woman Surgeons (AWS) Logo](https://amrms.com/wp-content/uploads/2022/08/AWS.png)Association of Woman Surgeons (AWS) Logo ![AWS Foundation (AWSF) Logo](https://amrms.com/wp-content/uploads/2022/08/AWSF.png)Association Of Women Surgeons Foundation (AWSF) Logo The **Association of Women Surgeons** (AWS) is a not-for-profit educational and professional organization whose mission is to inspire, encourage, and enable women surgeons to realize their professional and personal goals. Founded in 1981, the association has more than 3,000 members of all genders in 40+ countries. The **AWS Foundation** was founded in 1994 to fund fellowships, research awards, and scholarships that advance the careers of women surgeons as well as to recognize those individuals who are supportive of the AWS mission. “Our new relationship with AWS and the AWS Foundation is an exciting addition to our medical and scientific client roster,” said Nick Ruffin, CAE, President and Chief Executive Officer for AMR Management Services. “These organizations are making a difference for women surgeons and improving patient care worldwide. I cannot imagine a better alignment with AMR’s goal of ‘*helping associations change the world’*.” “The Association of Women Surgeons was seeking a partner to execute on our strategic priorities and help us rapidly progress in achieving our goals,” said Elizabeth Shaughnessy, MD, PhD, AWS President. “AMR exemplifies the commitment, capabilities and expert support we need, and we are happy to be working with them.” “Our Foundation leaders are passionate about the work we do, and we require a highly engaged staff to support us,” said Nancy Gantt, MD, AWS Foundation Chair. “We are excited by everything AMR will bring to the table to help our award, scholarship, and grant programs grow.” **About AMR Management Services** AMR Management Services provides [professional services](/services/ "View Our Services Page") to a variety of local, regional, national and international nonprofit trade associations, professional societies and foundations. Core services include association management, education and events management, financial and membership management, marketing and creative services, and data and technology management. More than 25 national and international organizations rely on AMR for full-service association management expertise. Association management companies like AMR specialize in managing associations and non-profit organizations, providing leadership and professional management services through experienced staff, best practices and shared resources. As AMCs manage [multiple association and non-profit clients](/partners/ "View Our Client Partners"), their experience and knowledge base are broad and substantial, positioning AMCs as the preferred choice for full-service and specialized management services. **About the Association of Women Surgeons and AWS Foundation** The Association of Women Surgeons is a global fellowship of surgeons who have dedicated their professional lives to surgery. Founded in 1981, AWS is a not-for-profit educational and professional organization whose mission is to inspire, encourage, and enable women surgeons to realize their professional and personal goals. With approximately 3,000 members of all genders, AWS is one of the largest organizations dedicated to enhancing the interaction and exchange of information among women surgeons. Truly an international organization, AWS has members in more than 40 countries. The AWS Foundation is dedicated to sponsoring activities that advance women’s careers in surgery and address gender disparities worldwide. Founded in 1994, the AWS Foundation is a 501(c)(3) public charity whose mission is to provide opportunities for the educational and professional growth of women in surgery, including fellowships, research awards, and scholarships. To learn more about AWS and AWS Foundation, visit [womensurgeons.org](https://www.womensurgeons.org/ "Visit the AWS Website"). Download Press Reelase AS A PDF 206.54 KB **Categories:** Press Releases **Tags:** Announcements, Company News --- ### [AMR Management Services Welcomes CPAFMA as new Client-Partner](https://amrms.com/amr-management-services-welcomes-cpafma-as-new-client-partner/) **Published:** January 3, 2023 **Author:** AMR Management Services **Content:** LEXINGTON, Ky. (January 3, 2023) — AMR Management Services, a Kentucky-based association management firm, welcomed the CPA Firm Management Association as a new client this week. [CPAFMA](https://cpafma.org/ "Visit the CPAFMA Website") joins more than 25 other national and international associations that have selected AMR as their association management partner. ![CPA FMA Full Logo](https://amrms.com/wp-content/uploads/2023/01/CPAFMA-FullLogo.png) Since 1984, the CPA Firm Management Association has been empowering CPA firms to thrive while expanding knowledge, sharing experiences, achieving through collaboration, influencing leadership, and envisioning possibilities. Members are leaders within CPA firms of all sizes. “The CPA Firm Management Association creates a proven, positive impact on their industry and profession by providing important resources for CPA firm leaders,” said Nick Ruffin, CAE, President and Chief Executive Officer for AMR Management Services. “We believe in their mission and know this partnership will allow CPAFMA to grow and thrive.” “With an engaged Board of Directors and a clear strategic vision, CPAFMA is ready to move to the next level,” said Larry Sheftel, Chief Human Resources Officer at Aprio, LLP, and Chair of the CPA Firm Management Association. “We chose AMR because they share that vision and bring the expertise and energy we need to achieve our goals.” **About AMR Management Services** AMR Management Services provides [professional services](https://amrms.com/services/ "Learn More About Our Association Management Services") to a variety of local, regional, national and international nonprofit trade associations, professional societies and foundations. Core services include association management, education and events management, financial and membership management, marketing and creative services, and data and technology management. [More than 25 national and international organizations](https://amrms.com/partners/ "View all of our client partners") rely on AMR for full-service association management expertise. Association management companies like AMR specialize in managing associations and non-profit organizations, providing leadership and professional management services through experienced staff, best practices and shared resources. As AMCs manage multiple association and non-profit clients, their experience and knowledge base are broad and substantial, positioning AMCs as the preferred choice for full-service and specialized management services. **About the CPA Firm Management Association** The CPA Firm Management Association is a nonprofit membership association founded in 1984 to empower and equip CPA firms to success. Members are CPA firm professionals dedicated to the management of the practice or smaller firms looking for support in managing and growing the firm. Regardless of where members are in their careers, CPAFMA offers information, services, and training to keep them at their professional best. Benefits of membership include educational opportunities, conferences, virtual learning, networking opportunities, and resources designed for lasting impact, helping members achieve the highest level of expertise within the profession and creating professional relationships that last a lifetime. To learn more about CPAFMA, visit [cpafma.org](https://cpafma.org/). Download Press Reelase AS A PDF 208.62 KB **Categories:** Press Releases **Tags:** Announcements, Client Partners, Company News --- ### [AMR Finishes in Top 10 in 11th Annual Best Places to Work in Kentucky](https://amrms.com/amr-finishes-in-top-10-in-11th-annual-best-places-to-work-in-kentucky/) **Published:** April 14, 2014 **Author:** AMR Management Services **Content:** AMR Management Services took home a top ten finish in the small company (15-149 employee) division at the 11th Annual Best Places to Work in Kentucky awards dinner on Tuesday, April 14. The program, sponsored by the [Kentucky Chamber of Commerce](https://www.kychamber.com/ "Visit the KY Chamber Of Commerce Website") and the Kentucky Society for Human Resource Management (KYSHRM), seeks to honor Kentucky business who work to create top level workplace environments. ![Best Places To Work 2015 Seal](https://amrms.com/wp-content/uploads/2022/07/BestPlaces2015.png)Best Places To Work 2015 Seal Nick Ruffin, CAE, AMR President and Chief Operating Officer stated, “As a first-time participant in the program, AMR was excited to receive the 10th place award for Best Place to Work in Kentucky. What’s even more exciting for us is the information we can glean from the award process that will help us continue to make strides in making AMR the best it can be for our employees.” “In the small company division, 28 companies vied for the top spot,” said John Ruffin, CAE, AMR Chairman and CEO. “We couldn’t have been more thrilled to finish in the top 10 on our first try. We have always made it a goal to offer our employees an outstanding place to work and it was an honor to share this achievement with our AMR family.” **Categories:** Press Releases --- ### [Protecting Tax Exempt Status](https://amrms.com/protecting-tax-exempt-status/) **Published:** April 14, 2015 **Author:** Mattie Conkwright **Content:** In order for nonprofit organizations recognized as tax exempt to maintain tax-exempt status and avoid penalties, there are certain activities that are prohibited, and certain filing and disclosures required: **Prohibited Activities** 1. Private benefit and inurement – a public charity (organized as 501(c)(3)) and many types of non-501(c)(3) tax-exempt organizations are prohibited from allowing inurement of net earnings or assets of the organization to benefit any insider. For example, payment of unreasonable compensation to an officer, director, or key employee is considered private inurement. Further, substantial benefits (excess benefit transactions) should not be provided to private interests. 2. Political campaign activities – public charities are absolutely prohibited from directly or indirectly participating in, or intervening in, any political campaign on behalf of (or in opposition to) a candidate for public office. Section 501(c)(4), (5) and (6) organizations may engage in political campaign activities on behalf of or in opposition to candidates for public office but must ensure that its political campaign activities do not constitute the organization’s primary activity. 3. Legislative activities – a public charity is not permitted to engage in substantial legislative activity (lobbying). In general, section 501(c)(4), 501(c)(5) or 501(c)(6) tax-exempt organizations may engage in an unlimited amount of lobbying, provided that the lobbying is related to the organization’s exempt purpose. However, there is a notice and reporting requirement applicable to certain organizations that incur nondeductible lobbying and political expenses. **Filing and Disclosure Requirements** 1. Annual information reporting is required to be filed with the IRS via Form 990, 990-EZ, or 990-N. The type of Form 990 series return required generally is determined by the amount of the exempt organization’s gross receipts or total assets, and must be filed by the 15th day of the fifth month after the end of the organization’s annual accounting period. The due date may be extended for up to six months, although Form 990-N cannot be extended. 2. Form 990-T must be filed for organizations with $1,000 or more of gross income from an unrelated trade or business during the year. 3. Employment tax returns are required to be filed for wages paid to employees to report withholding and Social Security and Medicare (FICA) taxes as well as Federal Unemployment Tax (FUTA). State and local payroll reporting and remittances will also be required as applicable. 4. Public charities are also subject to public inspection and disclosure requirements. **Additional Resources** IRS Publication 4221-PC, “Compliance Guide for 501(c)(3) Public Charities” IRS Publication 4221-NC, “Compliance Guide for Tax-Exempt Organizations (other than 501(c)(3) Public Charities and Private Foundations”) IRS Publication 557, “Tax Exempt Status for Your Organization” [www.irs.gov/eo](https://www.irs.gov/eo "Visit the IRS Website for more info") Looking for more financial strategies for your association? [Contact AMR Today](/contact-us/ "Visit Our Contact Us Page to Reach Out For More Info on AMR Association Management")! **Categories:** Blog Posts **Tags:** Finance, Nonprofits --- ### [4 Tips for Avoiding Volunteer Burnout](https://amrms.com/4-tips-for-avoiding-volunteer-burnout/) **Published:** April 14, 2015 **Author:** Tracy Tucker **Content:** As an association executive who has worked with many different associations, the question of how to avoid volunteer burnout often comes up. While I don’t think there is a simple answer to this question and what works for one association may not work for another, here are a few things I’ve learned over the years. 1. Set clear and realistic expectations for committee members and monitor to ensure they don’t go too far off mission. Their initial enthusiasm can often lead to burnout because they try to do too much with an unrealistic time frame. This one is the most important to me. Committees sometimes end up doing work that wasn’t needed, duplicative of other efforts, try to do too much with too little, etc. 2. Always seek new committee members and make sure veteran members are mentoring and sharing the workload. Otherwise the same people continue to do the work and burnout is a guarantee. 3. Make sure committee members are recognized and thanked for their contributions. This can happen at annual meetings, in a newsletter, small token gift or perhaps a hand written note from the Executive Director or President to at least the committee chairs. 4. Make sure the organization isn’t asking too much of certain volunteers. Often, those who deliver the best results get asked to do the most. Be cautious about overworking your volunteers so you can make sure they will have the necessary energy for a project you really need them on. Looking for more association tips and tricks? [Check out the rest of our blog today](/blog/ "Visit Our Blog Page")! **Categories:** Blog Posts **Tags:** Volunteers --- ### [How AMR is the Omelet Station of the Breakfast Buffet](https://amrms.com/how-amr-is-the-omelet-station-of-the-breakfast-buffet/) **Published:** April 14, 2015 **Author:** Sarah Razor **Content:** I am one of those annoying morning people who wakes up at 5:00 a.m. because I like it. I like the quiet and the jump start on the day, even more than an hour of sleep. It’s ridiculous, I know. The teenager-version of myself would hardly recognize me now. My early internal clock usually means that when I’m attending an association meeting or hosting one, I’m usually one of the first people at breakfast. Confession: when I see an omelet station at an event, I get fired up. It turns me into one of those extra-annoying, *chipper* morning people. GOOD MORNING! It’s not that I just like eggs that much (although I do) – it’s the customization that I appreciate. First of all, I’m never going to make an elaborate omelet at home. My children feel like they hit the lottery if I make scrambled eggs on a Saturday morning. So it makes me happy when I’m at a conference and I look down the breakfast buffet to see an expert omelet chef armed with a spatula, three or four hot skillets and a feast of meats, veggies and cheeses. I know that I’m going to get exactly what I want for breakfast. Once I’ve ordered my large coffee and spinach, mushroom and Swiss cheese omelet, I’m ready to get the party started with some protein and networking. It’s the little things in life, right? That omelet station style of customization is the X factor that makes AMR different. We know most associations are hungry for more than just a cookie cutter approach. Each of our associations order services a la carte, so to speak. Advocacy, event planning, marketing, educational opportunities, IT services, fundraising, strategic planning, committee support– these are just some of the professional services available to our clients. Every AMR client chooses what [association management services](/services/ "View Our Services Page") they want because our top priority is making sure our associations are content and satisfied. With professional staff standing at the ready, armed with extensive association expertise, we can create services and experience you really want by providing not only an extensive menu of services, but also preparing it better than anyone else. Order up! **Categories:** Blog Posts **Tags:** AMR --- ### [Meetings 101 – More Planning, Less Panic](https://amrms.com/meetings-101-more-planning-less-panic/) **Published:** May 16, 2015 **Author:** Natasha Pedigo **Content:** Being a Conferences & Events Manager comes with a laundry list of “To Dos” prior to conference However, there is one box that always strikes fear in the heart of every planner:EMERGENCY MANAGEMENT PLAN I started my event career on the facility side of the business working for a convention center. I was constantly amazed at the number of planners who would come to me wild-eyed and panicking when the storm sirens would sound. It was clear at that point that they were relying on me, the facility, to provide direction and organization for them and their attendees should a crisis situation evolve. While it is recommended that you work with your facility partners, as a planner, you need to have a well-rounded plan in place before ever leaving the comfort of your office. A fully developed plan should cover such topics as internal chain of command, communication with stakeholders and attendees (immediately following and long-term follow up), preparation for media and outreach to those not attending the conference, such as family members. It is highly suggested that all staff members, especially those who are involved in on-site execution, and stakeholders be involved in the development of the Emergency Management Plan. However, there are a few quick things that you can do to start to mentally preparing for possible emergencies. - Identify potential emergencies that could arise due to location and/or time of year. - Is your event located in a coastal region during hurricane season/Midwest during tornado season/northern region during the winter? - Is your event located near an earthquake zone? - Has the city, or property, ever made headlines for mishandling an emergency situation? - Contact your facility partner to obtain local emergency response information. - Ask for a copy of the facilities emergency management plan - Request information regarding nearest hospital, urgent treatment center, and pharmacy. - Locate nearest police and fire stations. - Acquaint yourself with the facility layout and emergency response equipment. - Note emergency exit doors and stairwells in the meeting space and guest rooms hallways. Make sure that all exit signs are visible and that doors are unlocked and unobstructed. - Confirm the locations of fire extinguishers and AED Machines. - Familiarize yourself with attendees who have identified accessible needs, chronic health issues, or life threatening allergies on the registration form. - Confirm that the property has proper channels in place to evacuate attendees with accessible needs in the case of an emergency. - Cross reference your dietary needs and event menus to identify possible interactions and issues. Work with your facility partners/caterers/chefs to streamline dietary needs meals, or prepare specific meals, for attendees who have made their requests known. - Contact attendees who have identified themselves with chronic health issues and ask how you can best assist them on-site if needed. Again, these notes are just a few of the many action items that need to be incorporated into a full Emergency Management Plan. And while that process may take time to translate on paper, there is no excuse not to start taking steps today to protect your client and attendees. Check out these sample Emergency Plans for special events. [Bellingham Parks & Recreation](https://cob.org/wp-content/uploads/special-event-emergency-ap.pdf "View a sample Emergency Action Plan") [Plan Sample From Survey Monkey](https://www.surveymonkey.com/mp/event-planning-checklist/?program=7013A000000mweBQAQ&utm_bu=CR&utm_campaign=71700000096739641&utm_adgroup=&utm_content=&utm_medium=cpc&utm_source=adwords&utm_term=&utm_kxconfid=s4bvpi0ju&language=&test=&gclid=Cj0KCQiAkMGcBhCSARIsAIW6d0CsMfM2fX8hBF-vFL17P7I5AOKmr1-_vi8U4q90cWA7NZRMoXDBDMAaAl94EALw_wcB&gclsrc=aw.ds "View a sample emergency plan from Survey Monkey") Looking for more event planning strategies like this? [Contact AMR today to see what we can do for your association](/contact-us/ "Visit Our Contact Us Page to Reach Out For More Info on AMR Association Management"). **Categories:** Blog Posts **Tags:** Best Practices, Meetings --- ### [5 Easy to Avoid Webinar Mistakes](https://amrms.com/5-easy-to-avoid-webinar-mistakes/) **Published:** August 3, 2015 **Author:** Lisa Thompson **Content:** Webinars are a great way to stay in touch with your members and deliver high-level continuous education. However, we’ve all attended (or held) webinars that quickly went from an educational opportunity to a train wreck due to some cringe –worthy mistakes that can all be avoided with some careful pre-planning. So, to make sure your next webinar goes smoothly, here are five avoidable mistakes to be on the lookout for: 1. **Ban the Beep**: Nothing will ruin a webinar faster than constant notification of participants entering or leaving the call. Most webinars allow you to manage these notifications, so don’t forget to turn off those annoying beeps. These may be great for committee calls so you are notified when someone enters, but for a webinar with 50, 75, 100 attendees, it’s nothing but a distraction that disrupts the entire event. 2. **It has a good beat and you can dance to it!** Ever had someone put their phone on hold during a webinar, leaving your attendees listening to the smooth jazz music of their on-hold message? I thought so. Make sure you can mute disruptive attendees or, better yet, put all attendees on mute through your controls during the presentation and unmute for Q&A to ensure no disruptions. 3. **Dry Runs are a Must:** While it can be difficult to pull your speakers together, every effort should be given to having a quick run-through with your presenters. You don’t want to reach the webinar day and have your many attendees hearing discussions with presenters, watching slides move as they test their equipment or, even worse, having a presenter who is having technical problems for all to see and hear! 4. **Give it Some Pizazz:** Keeping webinar attendee attention can be hard enough. The opportunity to multi-task is always there. Make sure your presentation slides hold their attention, speakers keep the pace moving and you engage your attendees with features like webinar polling to ensure they have a great experience. 5. **Follow-up:** The webinar may be over, but your work is not. To keep your members engaged and looking forward to the next webinar, make sure you do a post-webinar follow-up. Send a link to the recording or the slides, send a survey to evaluation the webinar so you can continue to improve them, or just send a thank you for attending note and promote your next opportunity. Every webinar isn’t going to be a slam dunk. But, if you watch for these common mistakes and continue to work on improving with each and every webinar, they can be an outstanding addition to your educational offerings that keep you members engaged year-round. Need more tips? [Check out 12 Tactics that take webinars from good to great](https://blog.hubspot.com/marketing/webinar-planning-list "View a blog post about 12 more webinar tactics"). You can also read more on our [Association Management Blog](/blog/ "Read more blog posts about association management"). **Categories:** Blog Posts **Tags:** Best Practices, Engagement, Webinars --- ### [Reality Show? Nope, Just another Day in the Life of a Meeting Professional](https://amrms.com/reality-show-nope-just-another-day-in-the-life-of-a-meeting-professional/) **Published:** August 25, 2015 **Author:** Molly Marsh **Content:** I’ve always said that an association meeting professional’s life would make an excellent reality show. Combine a 15-hour travel day with a no-show speaker; throw in a thunderstorm just as participants leave for their offsite dinner (to which they are walking) and a hotel where the chef just quit…you’ve got a hit, I promise! During a recent event, in a city and hotel property to remain nameless, I had one of those days that the cameras can only dream of catching. Simply put, everything went wrong. No matter how much we had planned, checked and double-checked, there are some things you just can’t anticipate. Speakers changing plans at the last second, an understaffed hotel, a hailstorm and leaks to the building, the list went on. It was the perfect kind of drama for the viewer, so entertaining to watch things crumble…as long as you’re not in the middle of it. That’s where we step in. The ultimate purpose of any meeting or conference is for participants to leave the event with new knowledge, skills, understanding or tools to make their life, work or family better. Association members shouldn’t have to wonder whether or not their next meal will be ready on time, or whether they’re coming into a meeting room where the debris hasn’t been cleared from the last person who sat there. Our job exists to field all the drama so members don’t have to. So, although the days may be long and frustrating (and painful at times), knowing that our members are getting what they came for makes it all worth it. It was such a joy to hear participants at this most recent meeting come together to get through it all. The team at AMR is ready for anything. Looking for an association management company that will walk through a natural disaster to make your event a success? [Contact AMR Today](/contact-us/ "Visit Our Contact Us Page to Reach Out For More Info on AMR Association Management")! **Categories:** Blog Posts **Tags:** Day In The Life, Meetings --- ### [Embezzlement – is your nonprofit association at risk?](https://amrms.com/embezzlement-is-your-nonprofit-association-at-risk/) **Published:** September 24, 2015 **Author:** Scott Dick **Content:** We’ve heard much about[ fraud and embezzlement](https://www.boardeffect.com/blog/nonprofit-embezzlement-cases/ "Read about some cases of fraud and embezzlement in non profits") in the news headlines of recent years, in a time of much economic instability and uncertainty. How is your organization managing? How about your employees and trusted volunteers? Many schemes of fraud and embezzlement are carried out by a person you would least expect, someone *above* suspicion. The reality is you can never be totally sure of what is going on in one’s personal life. Experience has shown that there are often three conditions present when fraud occurs: (1) incentive (e.g., personal financial hardship, drug problem), (2) opportunity (e.g., weak internal controls) and (3) rationalization (e.g., righting a perceived wrong, a sense of entitlement). One of the biggest challenges for smaller organizations is proper segregation of duties. Yet, it is possible to put some meaningful controls in place even when your entire accounting department consists of only one employee or volunteer. Past studies have shown that nonprofits have higher fraud risk in three specific areas: (1) incoming checks from members, sponsors, attendees (2) printing and postage expenses, and (3) personnel expenses (payroll, payroll taxes, fringe benefits). Here are a few practical suggestions to help your nonprofit strengthen its internal controls, when resources are limited: - Separate the handling of cash receipts from accounting transaction processing: - Setup a lockbox service at the bank. - Have someone outside of accounting (e.g., receptionist) open mail, list checks, and immediately and restrictively endorse. Spell out the name of your organization (not the acronym) and include the bank name and account number. Lock up endorsed checks and prepare the daily/weekly deposit. Independently verify the bank receipt with the intended deposit items. Do not give original checks to a department that generated the revenue (e.g., fundraising). - Require bank statements to be forwarded, unopened, to a chief staff executive or officer. Ask the bank to ensure that copies of cancelled checks are included. Open and review for unusual items, unfamiliar vendors. Randomly select a few checks and request supporting documentation. Require two signatures on checks, avoiding accounting personnel. Review monthly bank reconciliations. Investigate old items. - Separate those in purchasing authority from transaction processing. Prepare and approve a budget and assign accountability. Verify the identity of, and approve, new vendors. Review monthly budget vs. actual. - Secure check stock, bank account, and confidential member information and restrict personnel access. - Perform background checks on persons with accounting responsibility. - Hire an independent CPA to conduct an annual audit. Take suggestions seriously. - Implement a whistleblower protection policy and conflicts of interest policy. Fraud can cause permanent damage to a nonprofit, including its reputation and support. If you are uncertain about your system of internal controls, now is the time to address the question. Looking for financial help with your association? [Contact AMR for help Today](/contact-us/ "Visit Our Contact Us Page to Reach Out For More Info on AMR Association Management")! **Categories:** Blog Posts **Tags:** Association Management, Best Practices, Finance --- ### [Takeaways from the Higher Logic Super Forum](https://amrms.com/takeaways-from-the-higher-logic-super-forum/) **Published:** October 27, 2015 **Author:** Olivia Hook **Content:** Last week, I had the opportunity to travel to Arlington, VA for Higher Logic’s annual ‘Super Forum’. During this two day high-energy conference, I got to pick the brains of Higher Logic’s creators, as well as other community managers from associations near and far. Being a fairly new AMR and [NASCIO](https://www.nascio.org) employee, I took this conference as a ‘crash course’ in community management. I was surprised to hear from the majority of community managers that member engagement was their biggest concern when it came to their associations’ communities. The main purpose of an online community such as ours is continuous member engagement. Thankfully, due to our rock star state and corporate members, we never seem to have this issue. These other associations also explained their stress from members not answering their peers’ questions on their communities, and thus, having to step in and either answer it from the staff perspective or convince a member to answer the question. This issue is understandable – our leading industry professionals wear many hats, so time is limited. I am so thankful that these issues are not part of NASCIO’s member community. We have a large group of smart, industry-leading professionals, who always seem to be willing to share their own state or company’s experiences and knowledge. We are a collaborative group, and for that, I am thankful. I toted back an entire notebook full of scribbled notes on speakers and sessions I attended while at the HUG Conference, and even signed up for several of the keynote speakers’ webinars in the coming weeks to keep up to speed on proactive ideas for the community. Of my key takeaways from this conference, I think the most important the easiest to implement is the ‘Digital Ribbons’ function. Although this function is not new, NASCIO has not used it in the past. I think it is a fun way to acknowledge our top contributors in the community and give a small reward to our members for their continued contributions. Another way that we can acknowledge our members for their continued contributions is to promote the ‘Best Answer’ button on message threads. Not only does this function allow further recognition for our members and their contributions, but it keeps these responses marked ‘Best Answer’ at the top of the thread. Members looking for an answer to the intial question will no longer have to scroll through an entire thread to find the answer. Our members are fantastic, and we want them to know they are appreciated! As I mentioned above, I have an entire notebook full of notes and ideas about how to make the community experience even better for our members. [Stay tuned](/blog/ "Read More Tips On our Blog") over the next few months as we try new things! Thanks again to our members for your continued engagement with your peers in the NASCIO community. **Categories:** Blog Posts **Tags:** Best Practices, Collaboration, Higher Logic --- ### [Member Engagement - More Takeaways from the Higher Logic Super Forum](https://amrms.com/member-engagement-more-takeaways-from-the-higher-logic-super-forum/) **Published:** October 28, 2015 **Author:** Kristy Howard **Content:** The never ending story of member engagement Last week I had the opportunity to attend [Higher Logic’s](https://www.higherlogic.com/) Super Forum. On the surface this is just a gathering of community managers that are using their software to promote member engagement and tips on how to better use their product, but in reality it’s so much more. I spent two days surrounded by community managers from every spectrum of the association world and one theme held true. How do we get our members more engaged in our association so they continue to see value in their membership? After two days of sessions and some great discussion I still don’t have all the answers, but what I do have are some great takeaways that I think hold true for any association. First, **don’t assume you know what your members need, ask them.** Let’s face it, the longer we work with an association, the more prone we are to get into a rut of doing the same old things and offering the same benefits that we offered five years ago. Take a quick survey of the membership every now and then to see if the benefits you were offering five years ago are still the benefits that you members need today. Chances are something has changed in the past few years and there are new needs to be met. Secondly, **get your members engaged early.** If you are able to show your members the value your association has to offer early in their membership, they are more likely to stay engaged. After all why would your members want to stay engaged if they have not been shown the value you have to offer? And lastly, **don’t overlook the small victories.** Sure it would be great if all of our new members were so engaged that they wanted to be your next association president, but let’s be realistic, all of your members aren’t going to be that ambitious, at least on day one. So get creative in finding small ways to engage your members early and to engage your members often. Get creative on casting the net to get members involve in little ways at first. Maybe you need some fresh eyes to review one of your publications before it goes to print, or someone to greet your members at conferences. Reach out to new members and get them involved in micro-volunteerism. Finding unique opportunities to get members involved outside of the traditional committee volunteer role can still promote member engagement and entice them to look into what else you have to offer. Those members that get engaged early, even as micro-volunteers, may still become your most valuable members long term. Looking for more insights like this one – [Read more posts on our blog](/blog/ "Visit our blog page"). **Categories:** Blog Posts **Tags:** Best Practices, Collaboration, Higher Logic --- ### [Twitter, who? Getting started on Twitter with your client](https://amrms.com/twitter-who-getting-started-on-twitter-with-your-client/) **Published:** November 10, 2015 **Author:** Olivia Hook **Content:** Social media has become ubiquitous in recent years, and Twitter, the current ‘king’ of social media has exploded. Twitter is no longer just a space for you to post what you had for lunch or what you think of the newest Star Wars movie. Twitter has become ***the*** interactive platform for corporate organizations and non-profits alike. Who knew that this simple, fun way of posting your thoughts quickly for friends and followers to see would take off in the professional world? So, how do you get started using Twitter for your client? The number one thing to be aware of is that as the social media manager, you are posting as the client, not as ‘Jane Doe, social media manager’. Thus, each post that you make on Twitter (and every other social media platform) reflects the ideas and values of the association. Think about the organization’s mission and values and make sure that you are being true to the ‘personality’ of the client. My rule of thumb: when in doubt, don’t post it! If you have any question about whether or not the content you are about to tweet will be received well by your client’s followers, just don’t post it. This goes for original content as well as retweeted content from other handles. So, how do you get started using Twitter for your client? The first step is to do some digging. I suggest searching for users who are professionals and experts in your field. These people and organizations will most likely be sharing relevant, appropriate information via their social media accounts that you can then retweet from your client’s handle. I recommend investing in a social media monitoring platform such as Hootsuite or Tweetdeck. These platforms are convenient in that you can set up searches for different hashtags and lists of prominent people and organizations you want to keep tabs on. I personally keep our social media monitoring platform pulled up all day so I can easily check it when I have a free moment. This makes your social media manager’s job so much easier! It is so important to engage your followers. I set our client’s Twitter account to allow anyone to follow us, but I am very selective about who we follow back. The reason I am more selective with who we follow is because if you follow everyone who follows you, your ‘Home feed’ will be cluttered with information that is not relevant to your client. If you only follow people and organizations in your field or those who affect your client in some way, it makes it a lot easier to find information worth sharing via a retweet. Try to have a good mix of original content and retweeted information. Engage your followers by directing them back to resources on your website and ask them questions! You know you are engaging your followers when they are responding to you. Consider Twitter contests for a conference or to promote a release on your website. Everyone loves free stuff! Finally, have fun with it! Take some time to play around on Twitter and see what’s out there. Don’t be afraid to check out what similar associations are doing with their social media accounts and model your own after successful ones. Happy tweeting! Looking for more strategies for your association? [Check out our Blog Today](/blog/ "Read more of our blog posts")! **Categories:** Blog Posts **Tags:** Best Practices, Engagement, Membership, Social Media --- ### [AMR Welcomes the New Jersey Chapter of the American College of Emergency Physicians as Client Partner](https://amrms.com/amr-welcomes-the-new-jersey-chapter-of-the-american-college-of-emergency-physicians-as-client-partner/) **Published:** November 12, 2015 **Author:** AMR Management Services **Content:** LEXINGTON, Ky. (November 12, 2015) AMR is pleased to welcome the [New Jersey Chapter of the American College of Emergency Physicians (NJ-ACEP](http://www.njacep.org/)) as a new full-service client partner. ![New Jersey Chapter of the American College of Emergency Physicians (NJACEP)](https://amrms.com/wp-content/uploads/2022/07/NJACEP.png)New Jersey Chapter of the American College of Emergency Physicians (NJACEP) “AMR is excited about our partnership with the NJ-ACEP. While several of our client partners are in the health care space, they represent our first specialty physician group.” said Nick Ruffin, AMR President and COO. “After having the opportunity to work with their Board of Directors, it was easy to see that the culture of NJ-ACEP is a perfect fit with AMR and we look forward to working with them over the next several years”. Brian Riggs, AMR’s VP of Business Development and Innovation, added, “Welcoming NJ-ACEP into our AMR family also serves to expand AMR’s reach into the northeast region of the U.S., an important area in AMR’s growth strategy.” In discussing the new partnership, Dr. Mark Rosenberg (DO, FACEP), President of NJ-ACEP reflects, I am excited about the changes we have made in NJ-ACEP. We will all benefit from the enhanced services and support that is offered by this new management team.” NJ-ACEP is a chartered chapter of the American College of Emergency Physicians whose purpose is to support quality emergency medical care and to promote the interests of emergency physicians. About AMR Management Services AMR Management Services provides professional services to a variety of local, regional, national and international nonprofit trade associations, professional societies and foundations. Through our passion, people and principles, AMR turns vision into action to enable client success. AMR’s [core services include association management, conference and event management, marketing and creative services and technology management](/services/ "View Our Services Page"). More than 20 regional, national and international organizations rely on AMR for association management expertise. AMR is one of only 19 AMCs to receive the charter accredited designation by the AMC Institute and is active in the American Society of Association Executives. **Categories:** Press Releases --- ### [Social Media Cheat Sheet](https://amrms.com/social-media-cheat-sheet/) **Published:** November 15, 2015 **Author:** Olivia Hook **Content:** How do you know which social media platform(s) in which your client should invest time and resources? With so many options out there, how do you decide where to start? It’s usually not smart to use every platform available to you, so here is a ‘social media for dummies’ rundown for the association world. Facebook In recent years, Facebook has transitioned from a place to check in on old acquaintances to a platform where organizations can share photos, events, and other information with their followers. Facebook has gained popularity in recent years for many organizations, so it is a good place to start. Unlike other platforms, there is no limit to the amount of characters or photos you can post on your page. Facebook makes it easy to follow others and engage with your own followers. Facebook may be the baby step your client needs to using more complicated platforms. Twitter Twitter has quickly become the go-to social media platform because of its ease of use and ability to push out information in real time. Although there is a 140 character limit, Twitter is a great way to disseminate updates to your followers. You can also post photos to Twitter alongside a short caption. Follow organizations similar to your own and industry professionals to share resources by way of a ‘retweet’ to your own followers. Remember to check your notifications and engage with your followers! Instagram Designed as a photo-sharing platform, Instagram is probably the most visually-appealing outlet available. Instagram is also the beloved ‘selfie center’ for adolescents, and where I choose to share pictures of my adorable pug. But is Instagram the right outlet for your client? While Instagram is a great platform to share photos of products or events, if your client does not sell a product or hold events on a regular basis, Instagram is probably not the best choice for you. There are other platforms where you can share an entire gallery of photos from a special event with your followers. LinkedIn I have found that although most professionals have a personal LinkedIn account, few actually use it. We usually create a profile when looking for a new job, but then cease to use it as soon as we are hired. Raise your hand if you are guilty of not updating you profile for a few months… a few years? Unfortunately that is the case for many of us. One way that your client can use LinkedIn in a resourceful way is to create a group. If your client cannot afford or is not ready to invest in an online community platform, LinkedIn can be a creative alternative. LinkedIn groups are a free tool you can use to upload information about publications, announcements, and events for your members. You can choose privacy settings to make the group public, or you can decided to make the group more exclusive. I would suggest choosing one platform to start out with and go from there. Choose a platform with multiple features, such as Facebook, and play around with it. Once you get the hang of one platform, consider adding another to your client’s repertoire. Don’t go crazy- it is better to master a few platforms than to have a presence on all platforms but neglect them. Consider the resources you have and evaluate your social media successes before you decide to take on another platform. And remember, social media is constantly changing and growing, so keep an eye out for what’s on the horizon! [Check out our blog for more association related strategies like this one](/blog/ "Read more on our blog"). **Categories:** Blog Posts **Tags:** Best Practices, Engagement, Membership, Social Media --- ### [Incorporating Social Media at Conference](https://amrms.com/incorporating-social-media-at-conference/) **Published:** January 6, 2016 **Author:** Olivia Hook **Content:** It’s a new year… is it also time to spice up your client’s social media plan? You’ve been stuck in a rut with your client’s social media content, so what do you do? Conveniently, you have a conference coming up. Perfect timing! Client conferences are the perfect avenue to create a bump in social media engagement. Now, this takes some planning, so it is best to start thinking about this at least a few weeks before your client’s conference. First, come up with a clever hashtag to use in promoting your conference before the event, and also for your members to use in their tweets, Facebook posts, etc. while they’re at the conference. Keep it short so it doesn’t take up too many of that unfortunate 140-character Twitter limit. Make sure that it is relevant to your conference, and it should be different for each conference. Try something like “#Annual15” (denotes the type of conference and the year) or make it more creative. We often use our client’s acronym in the hashtag to avoid confusion. Remember, this is the hashtag that you will promote to your staff and members to use while tweeting before and during the event. Spark engagement within your membership! We try to have Twitter contests from time to time where we offer incentives for answering questions we pose, tweeting pictures to us, or engaging in any other way on social media. This is especially relevant during conference season, and it can start before you get onsite! Try asking your followers/members what they are looking forward to at the conference, what advice they would give first-time attendees, ‘follower of the day’, etc. If you have a little extra in your budget, purchase small prizes in the form of gift cards or ‘swag’. Leftover client-embossed swag or Starbucks and McDonalds gift cards for $5-10 work great! People love to be recognized. In addition to a small prize, make sure you use your client’s social media accounts to acknowledge your prize winners. Tweet out the winners and announce them in front of all attendees each morning of your conference. I would suggest investing in a social media monitoring collaboration platform, such as [Zoomph](https://zoomph.com/), if you have room in your budget. Platforms like this are so easy to use and provide you with an interesting visual for your attendees while they are at the registration desk or wherever you decide to place it. These social media collaboration platforms pull an aggregation of all social media mentions of your specific hashtag from Facebook, Twitter, and Instagram. The screen can be placed on a large monitor and will continue to move and scroll in real-time while your members are engaging with you on social media. This is an easy and super fun way to show off your members’ engagement with you before and during a conference in front of their peers. Social media contests are fun, cost-effective, and relatively easy ways to ramp up your client’s social media presence, not to mention increase engagement with your members. Try it out and watch your followers and engagement go through the roof! Looking for more association strategies like this one? [Contact AMR to start working with us Today](/contact-us/ "Visit Our Contact Us Page to Reach Out For More Info on AMR Association Management")! **Categories:** Blog Posts **Tags:** Engagement, Meetings, Social Media --- ### [AMR Welcomes the Association of Pedestrian and Bicycle Professionals as Client Partner](https://amrms.com/amr-welcomes-the-association-of-pedestrian-and-bicycle-professionals-as-client-partner/) **Published:** January 12, 2016 **Author:** AMR Management Services **Content:** LEXINGTON, Ky. (January 12, 2016) — AMR is pleased to welcome the [Association of Pedestrian and Bicycle Professionals (APBP)](http://www.apbp.org/) as a new full-service client partner. ![The Association of Pedestrian and Bicycle Professionals (APBP)](https://amrms.com/wp-content/uploads/2022/07/APBP-NewLogo.png)The Association of Pedestrian and Bicycle Professionals (APBP) “AMR is excited to bring our full-service management services to APBP,” said Nick Ruffin, AMR’s President and COO. “As city planning continues to evolve to include the bicycle- and pedestrian-friendly programs that meet growing citizen demand, so will the APBP’s growth and influence. With AMR’s expertise —particularly in areas of membership development and government affairs — I know that this partnership will be extremely successful.” With the transition to AMR, APBP welcomes a new Association Director, Matt Grayson. Kit Keller, APBP’s Policy Director, noted “Matt Grayson brings a wealth of association management experience to APBP and we are thrilled to have him at the helm!” Keller went on to say, “From a management perspective, AMR offers a brilliant shared services approach to association management. I’m certain that this will offer growth in programs and membership as well as limitless other opportunities for APBP.” Matt Grayson, APBP’s Association Director, added, “I’m very excited to be working with the Board of Directors and members of APBP. Their passion about the association and the industry really shines and I’m looking forward to helping the association to grow and prosper.” **About AMR Management Services** AMR Management Services provides professional services to a variety of local, regional, national and international nonprofit trade associations, professional societies and foundations. *Through our passion, people and principles, AMR turns vision into action to enable client success.* AMR’s[ core services include association management, conference and event management, marketing and creative services and technology management](/services/ "View Our Services Page"). More than 20 regional, national and international organizations rely on AMR for association management expertise. AMR is one of only 19 AMCs to receive the charter accredited designation by the AMC Institute and is active in the American Society of Association Executives. **Categories:** Press Releases --- ### [AMR Welcomes the American Association of Endocrine Surgeons as Client Partner](https://amrms.com/amr-welcomes-the-american-association-of-endocrine-surgeons-as-client-partner/) **Published:** March 23, 2016 **Author:** AMR Management Services **Content:** LEXINGTON, Ky. (March 23, 2016) — AMR is pleased to welcome the [American Association of Endocrine Surgeons (AAES)](https://www.endocrinesurgery.org/) as a new full-service client partner. “AMR is excited to expand our reach into the healthcare space by welcoming AAES to the AMR family” said Nick Ruffin, AMR’s President and COO. “We feel great about our future partnership with the AAES and look forward to working closely with AAE leadership and membership as they continue to move their organization forward. The expertise we’ve developed in the field of healthcare associations and understanding the specific needs of their members will be a great complement to such a diverse and interesting organization.” ![The American Association of Endocrine Surgeons (AAES)](https://amrms.com/wp-content/uploads/2022/07/AAES.png)American Association of Endocrine Surgeons (AAES) “We are excited about the opportunity to work with AMR and look forward to beginning the next chapter of our organization’s history,” states Rebecca Sippel, MD and AAES Secretary and Treasurer. “We feel AMR’s culture, approach to business and current client mix are a good match for the AAES and look forward to seeing what the future holds.” About AMR Management Services AMR Management Services provides professional services to a variety of local, regional, national and international nonprofit trade associations, professional societies and foundations. Through our passion, people and principles, AMR turns vision into action to enable client success. AMR’s[ core services include association management, conference and event management, marketing and creative services and technology management](/services/ "View Our Services Page"). More than 20 regional, national and international organizations rely on AMR for association management expertise. AMR is one of only 19 AMCs to receive the charter accredited designation by the AMC Institute and is active in the American Society of Association Executives. **Categories:** Press Releases --- ### [AMR’S Eric Sweden Earns Certified Government Chief Information Officer Designation](https://amrms.com/amrs-eric-sweden-earns-certified-government-chief-information-officer-designation/) **Published:** March 25, 2016 **Author:** AMR Management Services **Content:** LEXINGTON, Ky. (March 30, 2016) — AMR team member Eric Sweden, Enterprise Architecture and Governance Program Director for the [National Association of State Chief Information Officers](https://www.nascio.org/), an AMR client partner, recently completed the Public Technology Institute and Rutgers University School of Public Affairs and Administration’s Certified Government Chief Information Officer (CGCIO) program with honors. ![Eric Sweeden](https://amrms.com/wp-content/uploads/2022/07/EricSweeden.png)Eric Sweeden The[ CGCIO Certification Program](https://connect.comptia.org/connect/public-sector/public-technology-institute/certified-government-chief-information-officer-(cgcio-)-program "Learn More About The CGCIO program") is a 12-month course that lays the foundation for addressing the most critical issues facing IT leadership in the public sector. The program aims to equip leaders with the tools necessary to manage and improve their organization’s technology assets. Sweden has been a member of the AMR team for more than 13 years. As NASCIO Executive Director Doug Robinson explained, “Eric works directly with public sector IT leaders and wants to better understand the demands on our state members. As long as I’ve known Eric he’s been in a continuous learning mode and completion of this rigorous certification is just another testament to his curiosity and discipline.” AMR President and Chief Operating Officer Nick Ruffin noted, “Eric has been such a valuable asset to AMR and his NASCIO team. This is just another example of the kind of leadership that he has demonstrated throughout his career.” **About AMR Management Services** AMR Management Services provides professional services to a variety of local, regional, national and international nonprofit trade associations, professional societies and foundations. Through our passion, people and principles, AMR turns vision into action to enable client success. AMR’s [core services include association management, conference and event management, marketing and creative services and technology management](/services/ "View Our Services Page"). More than 20 regional, national and international organizations rely on AMR for association management expertise. AMR is one of only 19 AMCs to receive the charter accredited designation by the AMC Institute and is active in the American Society of Association Executives. **Categories:** Press Releases --- ### [Nonprofits and Audit Best Practices](https://amrms.com/nonprofits-and-audit-best-practices/) **Published:** April 5, 2016 **Author:** Jamie Lee **Content:** We are living in a world today where financial information is open to the public. Even small fraudulent transactions could be tweeted or shared in the public space, which can damage the reputation of nonprofit organizations. In order to assure that the financials of nonprofit organizations are reliable and healthy, forming an audit committee is considered as a best practice for nonprofit organizations. The Internal Revenue Service (IRS) now asks on the Form 990 if an organization has an audit committee. If the answer is no, it could undermine the organization with the public. Additionally, having an audit committee is also considered to be a best practice by the IRS. *[AICPA Audit Committee Toolkit: Non-for-Profit Organizations, 2nd Edition](https://us.aicpa.org/forthepublic/auditcommitteeeffectiveness/toolkits)* notes that having an audit committee ensures that an organization provides better: - Financial results - Decision-making in terms of accuracy and quality of financial reporting - Ability to build stronger relationships with stockholders - Ability to facilitate transition in leadership In a view of audit best practices, nonprofit organizations need to consider the following: - **Segregation of Duties** – Segregation of duties is always critical to effective internal control - **Understanding the IT Environment and Implement** – The organization does not have to have an IT department, but at least will need to consider any internal audit or tests on the organization’s IT security regularly - **Written Policies and Procedures** – Maintaining written policies indicates that the organization ensures compliance and consistency on the procedures and it means, in other words, less incentive to commit fraud - **Review and Approval** – Most organizations have their yearly/monthly budgets. If there are any additional purchases other than anything noted on the budget, review by proper management and approval by board members will be the key to assist in preventing fraudulent transactions AMR recommends that all of its clients have an Audit Committee and perform an annual audit to ensure a healthy financial organization. This is one of the many financial best practices that [clients at AMR](/partners/ "View our client partners") incorporate into organizational practices. **Categories:** Blog Posts **Tags:** Association Management, Best Practices, Finance, Nonprofits --- ### [AMR Finishes Eighth in 12th Annual Best Places to Work in Kentucky](https://amrms.com/amr-finishes-eighth-in-12th-annual-best-places-to-work-in-kentucky/) **Published:** April 21, 2016 **Author:** AMR Management Services **Content:** LEXINGTON, Ky. (April 21, 2016) — AMR Management Services took home an eighth place finish in the small company (15-149 employee) division at the 12th Annual *Best Places to Work in Kentucky* awards dinner on Wednesday, April 20. The program, sponsored by the [Kentucky Chamber of Commerce](https://www.kychamber.com/ "Visit the Chamber Website") and the Kentucky Society for Human Resource Management (KYSHRM), seeks to honor Kentucky businesses who work to create top level workplace environments. ![AMR Team At 12th Annual Best Places Event](https://amrms.com/wp-content/uploads/2022/07/BestGroup.png)AMR Team At 12th Annual Best Places Event“AMR finished in tenth place out of a field of 26 companies in 2015, the first year for us in the *Best Places to Work in Kentucky* program,” stated Nick Ruffin, CAE, AMR President and Chief Operating Officer. “An eighth place finish this year in a larger field of 36 is a testament to the work AMR has done to continually improve the daily lives of our employees. We’ve always made it a goal to offer our employees an outstanding place to work and it was an honor, once again, to share this achievement with our AMR family.” ![Best Places To Work 2016 Seal](https://amrms.com/wp-content/uploads/2022/07/BestPlaces2016.png)Best Places To Work 2016 Seal **About AMR Management Services** AMR Management Services provides professional services to a variety of local, regional, national and international nonprofit trade associations, professional societies and foundations. *Through our passion, people and principles, AMR turns vision into action to enable client success.* AMR’s [core services include association management, conference and event management, marketing and creative services and technology management](/services/ "View Our Services Page"). More than 20 regional, national and international organizations rely on AMR for association management expertise. AMR is one of only 19 AMCs to receive the charter accredited designation by the AMC Institute and is active in the American Society of Association Executives. **Categories:** Press Releases --- ### [Should I use an infographic to say this?](https://amrms.com/should-i-use-an-infographic-to-say-this/) **Published:** May 16, 2016 **Author:** Olivia Hook **Content:** We live in a fast-paced world. With information coming at you from every angle throughout the day, how do you get a message across to your members and partners in a way that will stick? Infographics are not a new phenomenon, but they have been gaining popularity recently as a visually appealing way to disseminate important information in the association world and beyond. There are many different tools out there to create your own infographics, including [Piktochart](https://piktochart.com/), [Canva](https://www.canva.com/create/infographics/) and [Venngage](https://venngage.com/). These tools range in skill level required and are relatively user-friendly for the first-time infographic creator. What is an infographic? Simply put, the term ‘Infographic’ refers to any visual representation of a concept, idea, or data. They are a fun, creative way to display a message to your audience. Why use infographics? In a world where information is constantly being thrown your way, infographics are a great way to mix it up. Why tell your audience something your association thinks is important when you could show them? In the midst of text-heavy emails, tweets, Facebook posts and more, images of any kind are sure to grab your audience’s attention. I know I am more likely to read text accompanied by an image; we are attracted to colorful visual elements. If you can’t use a photo to explain your message, an infographic is the perfect way to combine images and text. This combination improves understanding for your audience, too! In addition to grabbing your target audience’s attention, infographics can also increase brand awareness when stamped with your association’s logo, website, or contact information. The more your members and partners see your logo, the more recognizable it will become. Where to use infographics? Infographics can be used just about anywhere that you currently use text. Infographics are particularly useful via social media channels due to their ever-changing nature. While your members are checking their social media newsfeeds, they will be more likely to stop and read information that is visually appealing. Infographics are also likely to assist your association in gaining new social media followers- an added plus! We use a lot of infographics here on the [AMR Website](/home/ "Visit the AMR Home Page"). Are your messages feeling stale? Need help grabbing your membership’s attention and keeping it? Try creating an infographic! Happy creating! **Categories:** Blog Posts **Tags:** Content, Creative Services, Marketing --- ### [Six Things I Learned While Prepping for the CAE That Weren't on the Exam](https://amrms.com/six-things-i-learned-while-prepping-for-the-cae-that-werent-on-the-exam/) **Published:** June 2, 2016 **Author:** Sarah Razor **Content:** When you think of a Scantron sheet, do you get a little bit of test anxiety? Just picture all those rows and rows of empty bubbles, with your yellow #2 pencil poised in test-taking position in a room so quiet that mundane noises like pencil scratches on paper and chair squeaks seem to occupy a permeant place in the front of your brain. I thought I left this special kind of purgatory in the past when I finished my graduate degree, but I found myself reliving this very moment in early May when I sat for the Certified Association Executive exam, or CAE. This is the association industry’s professional credential offered by the **American Society of Association Executives ([ASAE](https://www.asaecenter.org/ "Visit the ASAE Website")),** and it has been a professional goal of mine for quite some time. Fortunately, AMR is a strong supporter of professional development for employees. When I was hired to work with the National Association of State Procurement Officials in June 2014, I knew I had the support to mark the CAE off on my professional bucket list, so I included it to my performance goals. The test itself is 200 multiple choice questions that cover nine domain areas, and it is designed to measure on the job tasks performed and knowledge needed by association executives. How people prepare for the exam varies widely, but I chose to take an online prep course and read suggested materials by ASAE. I spent more than a few snowy afternoons in February getting familiar with the [Handbook of Professional Practices in Association Management](https://www.amazon.com/Handbook-Professional-Practices-Association-Management/dp/1118775392?ie=UTF8&%2AVersion%2A=1&%2Aentries%2A=0) and flashcards created for my online class. Much like regular exercise and eating organic vegetables, I resisted at first, but in the end, found that all that studying was good for me after all. I sat for the exam on May 6, and while there was certainly a moment of anxiety when I opened the test and looked at the blank Scantron sheet, I settled in and the felt comfortable that I was prepared and well on my way to accomplishing my goal. I won’t likely get results until early July, but no matter the outcome, I do think it’s important to acknowledge just how much I gained both from my studies and going through the process itself. Here are six things I learned while preparing for the CAE that weren’t on the exam: 1. **Completing all qualifications and the paperwork to sit for the exam is not fun, but it’s a good opportunity to reflect on your current professional development accomplishments**. The application to sit for the exam is tedious, and it requires you to recount 100 hours of qualifying professional development. When I first set my goal, I only had about half of the necessary credits. Reviewing the domain areas and recognizing my knowledge gaps provided excellent motivation to take some courses in budget and finance for the nonprofit sector to prepare for the exam. 2. **The online courses offered through ASAE were a lifesaver**. I was able to quickly get up to speed to satisfy the credit hour requirement without being out of the office. In addition to ASAE online classes and an in-house training on association management that AMR provided staff in December, I used hours from my participation in Leadership Lexington, a leadership program offered through our local Chamber of Commerce. 3. **Studying a week before the exam felt eerily familiar to finals week at my beloved University of Kentucky.** To conquer the overwhelming urge to study anything and everything, I remembered long-forgotten study strategy that got me through chemistry and geology in my undergraduate studies. I wrote an executive summary of the notes and concepts I felt certain would be on the test, but I limited myself to using only the front and the back of one single sheet of paper. This forced me to begin with the end in mind with my studying, and the act of writing it down helped me with comprehension and retention. 4. **I had to learn to embrace the fear of failure.** Many times in test prep mode, I would worry… What if I fail? Most of the time, I was able to shake it off. I reassured myself that I’ve passed comprehensive exams before, and this content was (mostly) familiar to me. But there was also a part of me that decided to just embrace the what ifs and the fear. While fear can cause doubt, it’s also a good motivator. The thought of having the study again and sit for the exam again definitely encouraged me to go the extra mile to prevent that fear from coming true. 5. **Experience is a great teacher, but that doesn’t mean your experience was the best or only approach.** One of the most difficult parts of preparing for the exam was learning to let go of how you may have handled a situation or a circumstance in the past, and instead answer the questions in a way that reflects the best practices captured by ASAE. One of the best test-taking tips I heard was to answer each question as though you are the executive director of a national association with more than 100 employees. This forced me to think like a chief staff executive, especially in regards to governance, use of resources, best practices and policy development. 6. **I get by with a little help from my friends.** Two of my colleagues also took the exam at the same time. We shared notes, took a practice test together and compared study strategies. We also have the benefit of working with six other colleagues who have successfully passed the CAE exam. They recently shared test-taking tips with us and sent really nice encouraging notes throughout the process. This is yet another benefit of working at an association management company – you have instant access to peers who have been there, done that. **Categories:** Blog Posts **Tags:** AMR, AMR Culture, ASAE, Association Management, CAE, Certified --- ### [5 Tips for Recruiting Younger Association Members](https://amrms.com/5-tips-for-recruiting-younger-association-members/) **Published:** August 24, 2022 **Author:** Kerry McCreadie **Content:** Associations can be an incredible resource for young professionals! Membership gives them tools for learning how to: - Develop new skills in their field - Forge new connections through networking - Keep up to date with industry trends But despite this, recruiting younger association members is sometimes a challenge! Believe it or not, Baby Boomers make up a larger percentage of association members than [Millennials and Gen Z](https://www.wildapricot.com/blog/guide-to-connecting-recruiting-younger-members). While it’s great to have members of any and all ages, young professionals are vital to the long-term health of an association. They bring fresh energy to your organization, and will eventually shape its future. In order to bring in more members of this demographic, it’s important to know the right strategies! Here are five tips for recruiting younger association members: ## 1. Research marketing channel demographics Marketing channel demographics can change faster than the wind! Take Facebook for example: what used to be the platform for everybody is now considered the domain of an older audience. If you want to reach potential young association professionals, you have to know which communication channels they’re actually using. Here’s a few ways you can [gather data](/using-your-associations-data-to-tell-a-story-4-steps/ "Find out how to gather data and use it to your advantage"): - Survey current young members about their preferred platforms. - Research current reports on the state of various platforms. - Analyze the engagement rates on past posts the association has made. Note which demographics were most active on each platform. The key here is to keep your information as up-to-date as possible! Once you have more young members, it’ll be easier to learn about the latest platform trends directly from the source. ## 2. Reconsider your value proposition Your value proposition is often what determines whether or not you bring in new members. Try not to think of it as a one-size-fits all tool—you should aim to target your audience and know [what’s actually valuable to them](https://memberclicks.com/blog/engaging-your-young-professional-members/). When you’re framing the benefits of joining your association, think about what perks would be most attractive to young people specifically! Instead of guessing, try strategies such as: - Conducting market research on young professionals’ needs and goals - Crafting different personas for each value proposition - Holding test groups to compare responses to different value statements No matter how beneficial you know your association can be, how you articulate it is everything! Identify the needs and desires of a younger audience, and then mold your value proposition just for them. ## 3. Create a referral program An association’s current members are often [the best resource](https://www.wildapricot.com/blog/young-volunteers) for recruiting new people. These members can speak to the benefits of your association from experience. Don’t underestimate the power of a word-of-mouth recommendation! Members who go out of their way to recruit play an important part in maintaining an active community. So how do you motivate them to start sharing? Set up a referral program! A referral program can be just the push your members need to bring their friends and acquaintances into your association. Make sure that what you offer in return is beneficial—like a free ticket to an [upcoming event](/earning-revenue-at-your-associations-events-4-ideas/ "Learn how to make revenue at your association event outside of the normal entry fee"), or a reduced rate on dues for the following month. This is a low-effort and high-reward way to grow your membership. And if the new young association professionals are satisfied, soon they’ll be referring from their networks as well. ## 4. Consider offering some content for free Today’s young professionals grew up with free online resources that simply didn’t exist years ago. Because of this, there’s an expectation that they should be able to “try before they buy.” Unless this demographic feels like they can test-drive a membership experience with your association, they might be hesitant to spend the money. This doesn’t mean you need to start giving away membership for free—simply that you should offer up some free content! Get strategic with what you share. The free content should be enticing, but also give a clear idea of how much more value comes with a paid membership. Another option is to set up a free trial. Recruiting younger association members can be as simple as giving them some time to decide if membership is right for them. ## 5. Personalize outreach It’s hard to overstate the impact algorithms have had on the way people experience the internet. Millennials—and especially Gen Z!—have grown up with a modern iteration of the internet which curates content directly related to their interests. For associations, this means that younger members will be drawn to [content that feels personalized](/elaboration-the-key-to-transformative-content/ "Learn how to articulate new information through elaberation"). The last thing you want when recruiting is for people to ask “why is this relevant to me?” This is where it’s important to personalize your outreach strategies! Tailor them to your prospective members’ desires by targeting your messaging. Some ways you can do this include: - Creating segmented messaging lists - Keeping track of the content specific members have previously engaged with - Exploring what members with similar demographic data have interacted with - Encouraging members to share personal information in their membership profiles When recruiting younger association members, the more personal the outreach is, the more likely it is that you’ll get a positive response. ## The Value of Having Younger Association Members Keeping young association professionals for the long haul is what allows your association to continue growing and thriving. By targeting their interests, offering them valuable benefits, and staying on top of the latest trends, your organization can catch the eye of this important demographic. The young people you’re giving resources to today will be the leaders of the future—invest in their success! --- This article was written by **Kerry McCreadie – MemberClicks, Senior Content Marketing Manager** as part of our partnership with [MemberClicks](https://memberclicks.com/) What matters most to membership organizations? As the Senior Content Marketing Manager for Personify’s Wild Apricot and MemberClicks products, this is the question always on Kerry’s mind. Their goal is to help nonprofits, associations, and clubs discover the solutions that solve their most frustrating pain points—while growing and retaining their member base. The CEO and Founder of their own nonprofit organization, Kerry is passionate about nonprofit and charitable work—especially in the arts. **Categories:** Blog Posts **Tags:** Association Management, Best Practices, Membership --- ### [Why Associations Should Pay Attention to Digital Marketing](https://amrms.com/why-associations-should-pay-attention-to-digital-marketing/) **Published:** June 15, 2016 **Author:** Olivia Hook **Content:** I am a big fan of continuing education, so when I received an invitation to attend a digital marketing training hosted by RevLocal and Google, my desire to learn took over. I must admit that though digital marketing is a component of my job, I was not sure how this training could directly benefit my client. The morning began with a light breakfast and the opportunity to network with other attendees. I was amazed by the diverse industries and local businesses that were in attendance. Of all the people I spoke with that morning, I was the only one from the association world. After an introduction from the [RevLocal](https://revlocal.com/) leadership team, Brendan Jacobson from Google explained the partnership between the two organizations. RevLocal is a digital marketing company that works exclusively with local businesses to boost traffic to their sites, and in turn, their profits. Jacobson went on to show several short emotionally powerful videos that Google creates annually. The interesting thing about the videos Jacobson shared is that they are created from Google users’ search terms. There were many startling digital marketing statistics I learned that day. Here is some food for thought while considering your client’s digital marketing strategy (courtesy of Google): - 15% of Google searches have never been done before - 47% of businesses do not have marketing knowledge - 50% of businesses in the US do not have a website - 98% of consumers leave your website without doing what you want them to do (Include a call to action on your site!) - 51% of all digital time spent is via mobile devices - We look at our phone 150+ times/day for ~177 minutes (Mobile is important!) - 80% of people are using another device while watching television (I know I’m guilty of this one) Good news! If your client has a mobile-friendly website and working knowledge of digital marketing, you are ahead of the game. Lesson learned: Mobile is important! Mobile is driving “near me” searches more than ever before. Top Google searches include “coffee shop, gym, etc. near me”. Despite the overwhelming demand for mobile-friendly sites that continues to grow, there is a discrepancy between the amount of money spent on digital versus the number of searches done on mobile. Most businesses, associations included, spend only a tiny amount of their budget on digital marketing. I wouldn’t suggest spending 100% of your marketing budget on digital, but it is definitely important to consider your options. There is a huge benefit to incorporating multi-channel marketing strategy. If you are looking for a business or a service, what is the first thing you do? I tend to do a quick Google search. If about half of US businesses don’t even have a website, but are spending marketing dollars on other marketing channels (i.e. radio advertisements, commercials, newspaper/magazine ads), they are paying to send customers to their competitors. Associations aren’t selling a product, but we have services that we provide to our members, and oftentimes, our members provide services for others. Without a website, especially a mobile-friendly one, how will our constituents find us? The biggest takeaway from the day was a better understanding of remarketing. Remarketing or retargeting has gained popularity in recent years. It is the process of connecting your website visitors to your site by positioning ads on other sites after they leave yours through the use of website cookies. The repeated image of your product or brand increases brand awareness and makes consumers more likely to revisit your site. Have you ever been looking at a pair of shoes on one site, to them find them in ads on the sides of your screen days later on another site? This is retargeting. I can think of several instances where retargeting got me to purchase something I was “just looking” at online. Not much research has been done on the effects of remarketing for associations, but I would be interested to learn more. I know it works well for retail stores! **Categories:** Blog Posts **Tags:** Best Practices, Marketing --- ### [We Have a New Client…Now What???](https://amrms.com/we-have-a-new-clientnow-what/) **Published:** August 31, 2016 **Author:** Tracy Tucker **Content:** Onboarding a new client is an exciting time! Adding a client means growth in your business and it creates opportunities for team members to learn new industries and to develop professional and personal skills. Sounds great, right? Bringing on a new client can also bring about anxiety and disruption to your company and team members. New clients mean new cultures to learn, new Boards/members to connect with, and new policies/practices. Learning the new stuff is on top of what you are already doing for current clients. Here’s a quick list of things to keep in mind when onboarding a new client that will help ensure the process is as smooth as possible. 1. **Develop a transition checklist.** This is a big one. The checklist will be your guide through this process to ensure everyone knows what to expect and who is responsible. It will also help ensure you don’t miss some of the small, but important details. 2. **Identify key contacts.** It’s really helpful to have just a couple of people from the board as well as from the prior management/staff team to coordinate with on the transition. This allows for quick decision making and helps to ensure the transition stays on track. 3. **Communicate, communicate, communicate.** This is an obvious one but I’ve learned that even when you think you’ve communicated enough, you probably haven’t. Going through a transition is a scary process for a client board. Will all of their files get transferred? Will the annual conference still be a success? Will members know where to pay dues? All of these questions and many others are going through their head. Providing regular transition updates is a great way to keep everyone informed and it helps to build a strong relationship right from the beginning. 4. **Ask questions.** Don’t be afraid to ask for more information and clarification on the client’s programs, policies, etc. It’s better to find out up front than to get six months into it and realize you still don’t fully understand the membership structure. Invite the client board to ask questions of you as well. The dialogue will help develop an open line of communication that will prove beneficial down the road. Looking for a new association management company to help take the stress off of you and your board members? [Contact AMR and learn what we can do for you today](/contact-us/ "Visit Our Contact Us Page to Reach Out For More Info on AMR Association Management")! **Categories:** Blog Posts **Tags:** Association Management, Best Practices, Client Partners --- ### [A New Civic Hero – The Role and Branding of the State Chief Information Officer](https://amrms.com/a-new-civic-hero-the-role-and-branding-of-the-state-chief-information-officer/) **Published:** January 24, 2017 **Author:** Emily Lane **Content:** ***The Challenge*** Information technology in state government is far more than boxes and wires; it is the fabric of government and very often the face of government. The work that supports, connects, secures and engages is led by state chief information officers (CIO), yet this role is often misconceived as solely a technologist rather than policy leader and strategist. Promoting, advancing and reinforcing the state CIO as a key state leader is a primary goal for the [National Association of State Chief Information Officers](https://www.nascio.org/) (NASCIO). NASCIO also seeks to share stories of IT innovations that support, enable and transform the business of state government. ***The Action*** [\#StateCIOsRock](https://twitter.com/search?lang=en&q=(%23StateCIOsRock)&src=typed_query); the NASCIO campaign State CIOs Make a Difference spreads that message to key stakeholders. Framed with a cheeky hashtag, the campaign tells the stories of CIOs and their states – how they are protecting and engaging citizens, how they are supporting processes to increase efficiencies, how they are the conduit that allows state agencies to work together and solve critical problems – how they are making a difference through information technology. Participating states (six each year) produce brief videos to tell their unique story of CIO leadership and impactful information technology initiatives. The video and accompanying written narrative are housed on a micro-site; facts and stats from the stories are shared via social media and drive traffic back to the site. The campaign kicks off with a teaser week and each participating state is featured for two weeks. The campaign was launched in 2015, continued in 2016, and will conclude in 2017. NASCIO’s strong twitter following helps spread the message virally among members, influencers and traditional media outlets. ***The Result*** Over the duration of the 2016 campaign, 275 thousand individuals were reached and 938 thousand social impressions made. The campaign made the leap from social media to mainstream media; an industry publication reached out to NASCIO and participating states for an [article](http://www.statetechmagazine.com/article/2016/07/stateciosrock-it-leaders-take-center-stage-awareness-campaign) on the campaign and a private sector partner asked NASCIO to contribute to their [government blog](https://government.blogs.conduent.com/2016/07/07/nascio-promotes-state-cios-and-the-role-of-it-in-state-government/#.V4Z9EDXrsaZ). The associated hashtag is now used in conjunction with CIO success stories outside of the campaign, showing the message has been heard and will invested stakeholders will continue to carry the torch. [Follow this link to read more of our association management case studies.](/case-studies/ "Click to read more of our case studies") **Categories:** Case Studies **Tags:** Campaigns, Marketing --- ### [Improving Engagement in your Online Community](https://amrms.com/improving-engagement-in-your-online-community/) **Published:** November 2, 2016 **Author:** Olivia Hook **Content:** *\*Note: Some of the features mentioned below are specific to the Higher Logic community platform, but there are several other platforms with similar features.* With the use of online communication collaboration platforms on the rise, the concern with member engagement is ever present among community managers. Our members are busy professionals, no matter their industry, and few have time to log into yet another account and read through dozens of discussion threads. Read on for a few tips on how to improve and increase engagement in your association’s online community. **Acknowledge member contributions** Encourage your members to engage with your association and their colleagues through a personal ask. Reach out to members who have been absent in the conversation in your online community and encourage them to voice their opinions. Recognize your rock star members who are always ready to help out a colleague and answer a question on the discussion board. If your online community’s features include automation rules that assign ribbons, use them! Everyone likes to be recognized for their work, and a ribbon on their profile for being a model association member can do the trick. Similar to the ribbons is the “best answer” function. If your community has a “best answer” function, don’t be shy to click it! This button brings that response to the top of the feed, making it more noticeable to those who are quickly skimming though a feed, while giving the poster some recognition. Read up on your community’s functions and abilities and don’t be shy to try new things! **Make engagement easy** Our members have daily to-do lists that don’t include engaging with your association, so making it easy to do will garner more engagement. Remind your members to utilize the online community every chance you get, and be available when they have questions or need their password reset. Provide weekly or monthly tips and tricks that will help your members become a savvier community user. You can post these tips on the home page so your members know where to look for them. **Facilitate when necessary, but don’t overpower** Avoid answering your members’ questions, and instead, encourage other members to lend their expertise. An ideal community is member-driven. Your job as the community manager is to facilitate, not control the conversation. When you do post, lead by example with short, to the point answers to discussion posts. **Be clear about how engagement benefits your members** If a member answers a colleague’s question, they are more likely to get a response to the questions they pose. Make it known that your community is a space where your members can speak openly with their colleagues about frustrations they are experiencing, as well as successes. Your community is a unique venue where they can quickly get advice from your entire membership through a single post. **Final thoughts…** Remind your membership about the features and functionality of your online community platform. At each conference, on each committee call, whenever and wherever you can, talk about this helpful communication collaboration platform. You would be surprised by how many members are not aware that the use of this platform is one of their benefits of membership! Want to learn more of these types of association strategies? [Contact us to work with AMR Today](/contact-us/ "Visit Our Contact Us Page to Reach Out For More Info on AMR Association Management")! **Categories:** Blog Posts **Tags:** Collaboration, Higher Logic, Membership --- ### [Higher Logic Super Forum 2016 Conference - A Review](https://amrms.com/higher-logic-super-forum-2016-conference-a-review/) **Published:** December 5, 2016 **Author:** Olivia Hook **Content:** I spent the first half of my week at the [Higher Logic](https://www.higherlogic.com/) Super Forum in the D.C. area, and even though I’ve had a few days to decompress everything I learned, my head is still spinning. I attended the HLSF last year with only a few weeks of association management under my belt, so to say I was overwhelmed would be an understatement. Still, I took copious notes, hoping I would glean a clearer understanding about “What *is* a community, anyway?” **Higher Logic; a community of community managers** Let me start by saying that Higher Logic is a *fun* organization. Their huge team is incredibly friendly, high energy and *all about the orange*. I’m talking orange pants, orange suit jackets, orange pumps… I had never seen an organization embrace their color scheme like Higher Logic does. This group of community professionals is the epitome of what community is and how it functions. **Preparation for the conference** This year, with over a year of community management experience, I could not wait to get back to the Super Forum. I eagerly anticipated my trip for months before it arrived. I prepared for the conference by compiling a list of questions and ideas I had for our member community. I also asked my colleagues to send me any questions they had come across in recent months related to the platform. With my hefty list of questions in hand, I ventured to the 2-day Higher Logic conference. **At the conference** Like I mentioned before, my first exposure to the Higher Logic conference last year came before I had a good handle on how the community works. It did, however, serve as a crash course in figuring out many of the community’s features. This year, I was prepared. I spent ample time talking with Higher Logic’s partner vendors in between panel sessions and took advantage of downtime to play with our own community’s functions that I learned about in each panel. One of the most beneficial components of the conference was the 1-on-1 consulting time with Higher Logic staff. Though we only had 25 minutes together, the staff member and I ran through a list of about a dozen questions I brought with me. She answered all my questions, provided me with links and documents with more information, and promised that we would have a follow-up call in the coming weeks once I had a chance to implement some of the upgrades. **Moving forward…** Below are a few features I heard about at the Super Forum that I hope to implement in the next 12 months. I will use this list as a guide to hold myself accountable to improving the usability of our community site, because we all know how difficult it can be to set time aside to implement new features. 1. Tagging in posts with increased search function outside of community site 2. Website alerts (e.g. membership renewal deadline) 3. Archiving microsites 4. Enabling https security 5. Using data and reports to engage members 6. Digital ribbons and automation rules 7. Best answer function and favoriting library resources I urge all community users and managers to look at the [Higher Logic User Group](https://hug.higherlogic.com/home) (HUG) for more ideas about how to improve your own online community. Thanks to Higher Logic for a fantastic conference! Higher Logic Is One Of The Platforms we use for our association management clients. Want to know what other tools we use? [Visit our services page today](/services/ "View Our Services Page")! **Categories:** Blog Posts **Tags:** Collaboration, Higher Logic, Membership --- ### [Emerging Trends in Strategic Planning for Associations](https://amrms.com/emerging-trends-in-strategic-planning-for-associations/) **Published:** December 22, 2016 **Author:** AMR Management Services **Content:** ***In this blog post, AMR, outlines the strategic planning process our consultative team used to uncover trends that associations need to tackle now.*** Strategic planning sessions have been a staple in the for-profit and nonprofit arena since the dawn of time. While some question their usefulness — often referring to their current plan as a ‘document collecting dust on the shelf’ — others fully embrace the process and use it to guide actions, decisions and work throughout the year. Whichever side of the fence you fall on there’s no denying the presence of plans and planning sessions in a nonprofit’s lifecycle. Fortunately for all of us, strategic planning sessions continue to evolve, engaging leaders differently while still providing industry professionals the opportunity to discuss pressing issues, generate thoughtful ideas, set targets and pave the way for an organization by identifying both short and long term goals. Last year our consultative team facilitated several strategic planning sessions, some of which included our clients while others were on behalf of organizations not managed by us. These organizations were as diverse in their organizational models as they were in the respective professions. **Process** Before we get into the outcomes we thought it would be important to provide an overview of our process. Keeping true to the scientific method, we kept our process consistent for each planning session. Our strategic planning methodology included independent research, pre-session surveys to leadership, membership and key stakeholders, interviews with board members, members and additional stakeholders, and interviews with staff when possible. The culmination of this work provided the foundation for two and three-day planning sessions and relatively consistent engagement across all six sessions. ![Bbanners with Names - Independent Research - Board Member Servays - Stakeholder Interviews - Confermation of Focal Points - In person Facilitation](https://amrms.com/wp-content/uploads/2022/06/Chart1-1024x404.png)**Client Mix** For this analysis we chose six different organizations representing a wide-range of professions. They included the following: - Two professional medical / surgical societies; - One inter-professional healthcare organization. Members of this group represent 14 different subspecialty practices; - One federated model consisting of 62 member societies; - One relatively large state chapter with members representing the insurance industry; and - One professional trade association whose members represent engineers, architects and urban designers. These groups also came from a variety of organizational and management models. They included four AMC managed organizations, one by an affiliated “mothership” nonprofit organization, and one stand-alone. In terms of client mix, they could not have been more diverse in practice or structure. ![Chart showing management model vs membership totals](https://amrms.com/wp-content/uploads/2022/06/Org1-1024x325.jpg)As our team took a closer look at the results we couldn’t help but notice some interesting emerging trends. ***Next month AMR will examine the first of the six key themes that emerged from this process and why associations of all sizes should integrate action around these themes into their organizational plans.*** **About AMR Management Services** AMR Management Services provides professional services to a variety of local, regional, national and international non-profit trade associations, professional societies and foundations. AMR’s [core services include association management, conference and event management, marketing and creative services and technology management](/services/ "View Our Services Page"). More than 20 regional, national and international organizations rely on AMR for association management expertise. AMR is one of only 19 AMCs to receive the Charter Accredited designation by the AMC Institute and is active in the American Society of Association Executives. **Categories:** Blog Posts **Tags:** Associations, Best Practices, Strategic Planning --- ### [National Association of State Chief Information Officers Rebranding](https://amrms.com/national-association-of-state-chief-information-officers-rebranding/) **Published:** January 4, 2017 **Author:** Emily Lane **Content:** ***The Challenge*** AMR client-partner, [the National Association of State Chief Information Officers](https://www.nascio.org), needed a new brand identity that was more modern and attuned to a leading-edge IT organization. It had been several years since NASCIO had reviewed their brand identity and the Executive Committee asked staff to bring a proposed branding redo for their review and approval. ***The Action*** The first action the NASCIO staff was to immediately collaborate with AMR’s creative services team to identify the client’s current brand and position in the marketplace. After several meetings to solidify the look and feel the team wanted NASCIO’s brand to take, the creative services team took over. After reviewing several options, the NASCIO team ultimately selected an icon-driven approach. Being in the IT world, NASCIO needed a brand identity that reflected not only the many areas of IT that their members work within, but also the education, networking and research that has made NASCIO invaluable to their membership. New branding guidelines were prepared and the new look was presented to the NASCIO Executive Committee. The new brand was met with a great deal of enthusiasm and was immediately adopted. ***The Result*** The team selected a number of icons that represent the scope of the organization for static pieces such as letterhead and PowerPoint templates. Each icon was made available to all NASCIO staff in the organizations two primary colors for easy insertion into any piece being developed. New letterhead templates, note cards, email signatures and PowerPoint presentation templates were developed and also made available to the entire staff. The beauty of the icon-driven branding was that it was easy to carry this look into any aspect of the organization – from a white paper on cloud solutions to conference marketing. The brand update gave the NASCIO marketing team the flexibility to depict any number of association/membership areas while keeping the identity of the client clearly visible in all pieces. A sample of NASCIO’s icon-driven branding can be found below: ![Samples of new and old branding from NASCIO](https://amrms.com/wp-content/uploads/2022/07/NASCIO-Rebrand.png) **Categories:** Case Studies **Tags:** Branding, Marketing, Rebranding --- ### [A Day in the Life - Conferences and Events](https://amrms.com/a-day-in-the-life-conferences-and-events/) **Published:** January 4, 2017 **Author:** Will Engle **Content:** I think most people would tell you, when asked if planning events sounds like it would be a fun line of work, that yes, they think it would be: traveling all over the country and the world, meeting all types of new people, and having the unique opportunity to see first-hand the fruits of your labor borne out. Well, I have a little secret for you… they’re right! But that’s just a small part of what our dynamic team of event managers get to do on a typical day. Our team loves coming to work, because every day is different. At the intersection of two dynamic industries, hospitality and association management, every day in the life of our Conferences and Events team will have one thing in common: it won’t look like the day before or the day after. Today, we are searching for the right location for a state government group that’s taking its event to California; working with a hotel partner across the country to ensure we secure a hotel that has the right meeting space to allow the group to attain its goals, while also negotiating a contract that will minimize the group’s financial risk. Tomorrow we will be working with our client team partners to determine some new and fun ways to enhance the experience for a nursing group’s conference, whether that’s introducing new technology, an innovative educational session or designing a networking function to best maximize everyone’s time together. And finally, the following day, we set off in that aforementioned jet, to spend four days with our members executing on the vision, and seeing all of the hard work and preparation come to life; playing the “maestro” onsite at the event, making sure all of the different instruments, or elements of the conference, play a beautiful song. In the end, we all come to work every day knowing that the work we do matters, because it allows our client partners to better do their work that matters. And we get to have some fun in the process. Looking for a career in association event planning? [View Our Open Job Listings On Our Career Page Today](/careers/ "Visit Our Career Page To See Our Open Listings")! **Categories:** Uncategorized **Tags:** AMR, Day In The Life, Meetings --- ### [Financial Management](https://amrms.com/financial-management/) **Published:** January 17, 2017 **Author:** AMR Management Services **Content:** ***The Challenge*** Shortly after AMR began working with a new healthcare client, AMR staff had questions about the [accounting principles](https://www.nonprofitaccountingbasics.org/accounting-bookkeeping/generally-accepted-accounting-principles "Learn more about accounting basics for non profits") that had been applied to one of its programs that was separate from the association and co-owned with another organization. After presenting concerns to the Board of Directors, an audit of this program was conducted and it was discovered that, unknown to leadership, funds had been mistakenly co-mingled in past years and the association had less than $30,000 in the bank, with the remainder of the reserves belonging to this separate and co-owned program. ***The Action*** AMR’s accounting team and the executive director immediately sprang into action and informed both the client board and the program board and provided them with detailed cash flows and result of the audit. Not having the cash on hand to meet impending liabilities, AMR’s leadership decided to deferred its management fee to assist the client through this difficult time. Additionally, the AMR executive team and executive director worked on a detailed plan to lower the client-partner’s management fee temporarily until they were on more solid financial footing by rearranging staff allocations and cutting back, temporarily, on some of the services provided. Finally, the association had a development fund that members had donated to over the years for specific program use. The client president reached out to all donors, explained the situation in which the association found themselves, and asked for permission to redirect donations into the general fund, with a promise to pay back the development fund within two years. These measures kept the client financially viable while the AMR team expedited a newly developed revenue-generating training program. While the program was new and had shown success, the AMR team dedicated a majority of their time to fast-tracking this program and expanding its reach to generate revenue at a faster pace. They also worked to increase conference attendance for the coming year through expanded marketing. ***The Result*** Through the expansion of that program, the hard work of the AMR team to control costs, a year of very realistic and careful budgeting and the partnership of AMR in working with the client, the association came through this difficult time stronger and poised for growth. Not only were their reserves back to normal after one year, they had also repaid AMR the deferred revenue, repaid their development funds that were redirected and, in less than 18 months, were hiring new staff and expanding their scope of work with AMR. Through this experience, the client learned what a true AMC partner can do to assist a client and see them through a difficult time. AMR’s expert financial management and team of CPAs helped guide the organization through this issue and the company’s willingness to invest in the client and their partnership proved fruitful for all. [Follow this link to read more of our association management case studies.](https://amrms.com/case-studies/) **Categories:** Case Studies **Tags:** Finance --- ### [AMR’s Emily Lane Earns Certified Association Executive Credential](https://amrms.com/amrs-emily-lane-earns-certified-association-executive-credential/) **Published:** January 26, 2017 **Author:** AMR Management Services **Content:** LEXINGTON, Ky. (January 26, 2017) — AMR team member Emily Lane, Program and Brand Manager for the National Association of State Chief Information Officers, an AMR client partner, recently earned the [American Society of Association Executive’s Certified Association Executive (CAE) credential](https://www.asaecenter.org/programs/cae-certification "Visit The CAE Website"). ![Emily Lane](https://amrms.com/wp-content/uploads/2022/07/EmilyLane.png)Emily Lane The CAE program is designed to elevate professional standards, enhance individual performance, and designate association professionals who demonstrate the knowledge essential to manage an association in today’s challenging environment. AMR President and Chief Operating Officer Nick Ruffin noted, “AMR encourages and supports our team in expanding their association management education. With Emily’s recent achievement, AMR now has 10 CAEs on staff, which only make us a stronger organization for our client partners.” **About AMR Management Services** AMR Management Services provides professional services to a variety of local, regional, national and international nonprofit trade associations, professional societies and foundations. *Through our passion, people and principles, AMR turns vision into action to enable client success.* AMR’s [core services include association management, conference and event management, marketing and creative services and technology management](/services/ "View Our Services Page"). More than 20 regional, national and international organizations rely on AMR for association management expertise. AMR is one of only 19 AMCs to receive the charter accredited designation by the AMC Institute and is active in the American Society of Association Executives. **Categories:** Press Releases --- ### [A Day in the Life - Member Services](https://amrms.com/a-day-in-the-life-member-services/) **Published:** January 30, 2017 **Author:** Parker Allan **Content:** I think it’s safe to say that there is never a dull moment in Member Services. If you ask the AMR Member Services team, I believe they would all mutually agree that they prefer it this way. Each day presents a new set of challenges and opportunities which helps us to play a significant role in the success and growth of our clients. Being a part of the member services team grants us the opportunity to work with a variety of our clients, as-well-as internal departments and client teams. We really have the best of both worlds with this mix in our work routine. We serve as the front line to our external members, meeting their needs on anything from payment processing to registration assistance to troubleshooting account related issues. Being able to interact directly with the members can be a rewarding feeling knowing that you are directly impacting their experience with the association. Behind the scenes, we work closely with our client teams and other shared services departments to help strategize the growth and success of our clients. Whether it be providing valuable membership related reports to the client teams, working with Creative Services on website integration, mapping out the registration process and setup with Conferences and Events, or assisting in monthly financial reconciliation with the Finance Department, it’s safe to say that our team enjoys what we do because not only is every day different, but we have the opportunity to serve the client in multiple areas. In the end, it’s a very rewarding feeling to see the overall impact our work in these areas has on the overall development and success of our clients and company. This feeling, and the passion we hold for our clients (both internal and external) is what motivates us to succeed each day. Looking for a career in association management? [Visit Our Career Page Today](/careers/ "Visit Our Career Page To See Our Open Listings")! **Categories:** Blog Posts **Tags:** AMR, Day In The Life, Membership Database --- ### [AMR’s Ellwood Appointed to PCMA Education Task Force for 2017](https://amrms.com/amrs-ellwood-appointed-to-pcma-education-task-force-for-2017/) **Published:** January 31, 2017 **Author:** AMR Management Services **Content:** LEXINGTON, Ky. (January 31, 2017) —Assistant Director for Conference and Events for AMR Management Services, Glen Ellwood, CMP, LES, has been named to the Professional Convention Management Association’s 2017 Education Task Force. ![Glen Ellwood](https://amrms.com/wp-content/uploads/2022/07/GlenEllwood.png)Glen Ellwood “The primary focus of the task force is to design online educational content for CMP candidates and for the [PCMA](https://www.pcma.org/ "Visit The PCMA Website") online learning portal.” Ellwood stated. “I am excited to bring my years of experience to the task force and help ensure that we’re developing creative and forward thinking conference and event professionals.” Nick Ruffin, President and COO of AMR, noted, “AMR’s conferences and events department is one of the best in the country. I know that Glen will take the creativity and professionalism that we’ve cultivated here at AMR to his role on the task force.” **About AMR Management Services** AMR Management Services provides professional services to a variety of local, regional, national and international nonprofit trade associations, professional societies and foundations. *Through our passion, people and principles, AMR turns vision into action to enable client success.* AMR’s [core services include association management, conference and event management, marketing and creative services and technology management](/services/ "View Our Services Page"). More than 20 regional, national and international organizations rely on AMR for association management expertise. AMR is one of only 19 AMCs to receive the charter accredited designation by the AMC Institute and is active in the American Society of Association Executives. **Categories:** Press Releases --- ### [But Enough About Me](https://amrms.com/but-enough-about-me/) **Published:** February 7, 2017 **Author:** Emily Lane **Content:** *“But enough about me, let’s talk about you. What do you think of me?”* – Bette Midler in Beaches Associations have a lot to say – and often, it’s about ourselves. *Registration opens soon…check out our latest publication…look at the advances we’ve made on legislative issues…* Though member needs are at the core of these messages, is this association-centric speech the entirety of our communications? Does it represent who we are, our brand? Since members are the fundamental reason we exist, why aren’t we talking more about them? Or, more interestingly, letting them speak for themselves? While an association’s purpose is to be a unified voice of many, should we not also be the megaphone for individual stories and individual voices. This doesn’t water down an association’s brand, it enhances it and makes it authentic. This idea reminds me of the 1980s Vidal Sassoon commercial – *If you don’t look good, we don’t look good*. Members are best our best assets –showcasing them has the added benefit of making us look good. [The National Association of State Chief Information Officers (NASCIO](http://https;//www.nascio.org)) is implementing this concept in a few ways. ***State CIOs Make a Difference Campaign*** In 2015, NASCIO launched the State CIOs Make a Difference campaign to share the many ways in which information technology and IT policy leaders are making a measurable difference for citizens. NASCIO members are front-and-center, telling their own stories in their own voices. The participating states gain national exposure with NASCIO trumpeting their successes and NASCIO’s brand – being an advocate for state IT and its leaders – is reinforced authentically. ***Perspectives from Partners*** Last year, NASCIO’s Director of Government Affairs changed the format of a weekly advocacy update to allow for a more direct exchanged between NASCIO strategic partners and members. The partners, often another national associations, are asked to share what matters to their members and where our priorities overlap. Rather than NASCIO collecting and then reporting this information, the interview format allows partners to speak to NASCIO members in their own authentic voice while still highlighting the strategic role NASCIO is playing. ***Corporate Perspectives*** In addition to state policy leaders, NASCIO membership is comprised of companies that provide solutions to states. Outside of two yearly conferences and volunteer committees, there wasn’t much dialog between the two groups. Just this month, NASCIO will launch a blog featuring expertise and thought leadership authored by corporate members. Again, NASCIO is the vehicle by which important information is exchanged, but our members are doing the talking. Looking for more strategies like this for your association? [Contact AMR to work with us today](/contact-us/ "Visit Our Contact Us Page to Reach Out For More Info on AMR Association Management")! **Categories:** Blog Posts **Tags:** Associations, Membership, Working With An AMC --- ### [Uncovering Emerging Trends Through Strategic Planning](https://amrms.com/uncovering-emerging-trends-through-strategic-planning/) **Published:** March 2, 2017 **Author:** AMR Management Services **Content:** ***In this blog post, AMR outlines the strategic planning process his company used to uncover trends that associations need to tackle now.*** Recently we published [the first of a three-part series](/emerging-trends-in-strategic-planning-for-associations/ "View part one of this series") on emerging trends within the association community. As previously outlined, AMR’s research was based on the outcomes of several strategic planning sessions conducted by our firm over a twelve-month period. Our sampling included data from facilitated sessions involving a diverse set of clients. Some were self-managed while others were AMC-managed and they represented an array of industries and organizational types including federations, healthcare societies and professional member societies. ![Chart showing management model vs membership totals](https://amrms.com/wp-content/uploads/2022/06/Org1-1024x325.jpg)Comparison of Management ModelsIn this post we’ll look at two of the four dominant trends found within all six of the organizations and explore what these trends mean to the greater association community. **Key Themes** The beauty of our discovery is that while these organizations were so incredibly different, their focus, goals, concerns and vision for the future indicated very similar concerns. Collectively the concerns (themes) that emerged fell into six overarching concepts that began to suggest a pattern within the nonprofit space. While goals and strategies that formed these trends were never exactly alike, and while some interpretive freedom was used in generating this cross-section analysis, the essence of each theme was definitely present. The most prominent and perhaps the most interesting of the six themes includes the concept of a connected culture and the notion of revisiting the purpose of the organization. **Connected Culture –** There is no disputing that we are all very much a part of a connected culture. In fact, if associations are created to support, if not reflect, social, political and economic movements then the arrival of the Sharing Economy Association Singapore certainly supports the fact that this is more than a movement; it’s now a part of the way we work. However, because associations have been knee deep in working through other challenges (outdated infrastructures, disappearing sponsorships, a decline in membership, social networks, etc.) they’ve been slow to incorporate consecutiveness into their culture. This is counter to the way individuals and now organizations conduct business and is causing major engagement issues for nonprofits Fortunately, this appears to be changing. Five of the six organizations we worked with listed a variation of connectivity, collaboration and the impact on its culture as a top priority over the next 12 to 24 months. Included in their discussions, goals and strategies were several supporting drivers including inclusiveness, collaboration and partnerships, an emphasis on a more proactive approach to a diversified membership (affiliates included), cross-industry representation, a connected membership and inter-discipline engagement. Examples of supporting goal statements can be found below. ![Chart showing Organization types and their goals](https://amrms.com/wp-content/uploads/2022/06/Org2-1024x353.png)**Purpose –** Another theme that emerged across several organizations was an inquiry into what we’ll refer to as “organizational purpose” or a general interest and feeling of working toward a renewed sense of purpose. In our ever-changing, technologically driven and fast-paced world, individuals and organizations alike are constantly seeking, defining and redefining purpose. In “From Purpose to Impact,” Nick Craig and Scott Snook wrote: “Academics argue persuasively that an executive’s most important role is to be a steward of the organization’s purpose. Business experts make the case that purpose is a key to exceptional performance, while psychologists describe it as the pathway to greater well-being.”ii If we accept this to be true then it’s easy to see why our leaders are invested in identifying and solidifying their organization’s core purpose (which may or may not have changed as a result of market changes.) As leaders, it is safe to assume they want to make sure there is clarity around purpose. More recently, the Harvard Business Review published an interesting article on the Mark Zuckerberg’s commitment to purpose iii and how that commitment transforms Facebook; while another in Association’s Now describes how the American Association for Cardiovascular and Pulmonary Rehabilitation used focus to drive membership.iv Some statements used by these organizations included: - As one of its three goals one organization simply wrote – “To clarify the purpose of our organization.” It’s supporting strategies included a focus on gaining a better understanding of what the organization meant to all of its stakeholders, properly contextualizing the history of the organization and redefining its mission to ensure that it aligned with its new (and contemporary) goals. - Clarity: To clearly define our purpose and role within inter-professional healthcare. - To identify, build and clearly communicate the (purpose and) value of our brand to our community. As the pace of change continues to grow exponentially, every type of organization will be forced to adjust in order to keep up. Nonprofits will be forced to continually adapt and, in many cases, redefine their organizational structures, member offerings, business systems and even purpose. Nonprofits are now perhaps more susceptible to market shifts than ever and require support, strategy and guidance through our ever-changing environment. i The Sharing Economy Association (Singapore) is a business association for companies and organizations involved in the sharing economy, which refers to an emerging economic model of sharing of physical and non-physical resources that is empowered by technology, peer-to-peer and social networks. Sharing also covers renting, swapping, lending and gifting. ii “[From Purpose to Impact](https://hbr.org/2014/05/from-purpose-to-impact),” Nick Craig and Scott Snook. iv [How a Sharpened Focus on Mission Upped Revenue, Membership](https://shar.es/1Uaig2) **Categories:** Blog Posts **Tags:** Membership, Strategic Planning, Strategy --- ### [A Day in the Life - Association Management Creative Services](https://amrms.com/a-day-in-the-life-association-management-creative-services/) **Published:** March 2, 2017 **Author:** Mike Cooke **Content:** If you look at what we do in Creative services daily it must look like a bit like controlled chaos. You could see us working on a pop up banner for a conference in our first few hours of our day, a header for an e-postcard the next, then styling a website layout after that, all the while attending timeline and other important meetings. Let’s just say that it is a good idea to have awesome scheduling and multi-tasking skills if you are on the Creative Services team. ![Graphic of colored ducks in a row](https://amrms.com/wp-content/uploads/2022/06/Ducks-1024x125.png)Ducks In A Row By keeping all our ducks in a row, we make AMR look good and make our client partners look good. Our work also varies on who we are working with. On any given day, we could be working with only one client or we could be working with all of AMR’s client partners on different creative projects for general release or a specific conference. This gives us a good variety of ways to be creative. It all begins with the creative process, which starts with our clients, flows through our client team members to us, and back again until everyone is happy with the end results. ![Graphic showing creative process](https://amrms.com/wp-content/uploads/2022/06/CreativeProcess-1024x1024.png)The Creative ProcessBeing a member of the Creative Services team is a bit different than other positions on the AMR team. Where other team members may sit on the front line when working with AMR’s client partners, the Creative Services team is more behind the scenes. Although we may not interact with our client partners on a day to day basis, everyone gets a chance to see our finished work in the form of a new website or printed item at conference. We provide the first impression and that is what motivates us to make the next creative project better than the last. Looking to join a creative team and start your career in association management? [Check out our career page today](/careers/ "Visit Our Career Page To See Our Open Listings")! **Categories:** Blog Posts **Tags:** AMR, Creative Services, Day In The Life --- ### [Engagement in Action – NASPO Exchange](https://amrms.com/engagement-in-action-naspo-exchange/) **Published:** March 23, 2017 **Author:** Molly Marsh **Content:** Participant engagement and supporting peer-to-peer connection is critical for any face-to-face conference, but when the primary purpose of an event is to “build relationships” you’d better be sure you provide a program that delivers. Gone are the days during which associations set out a coffee break and assumed that valuable, caffeine and sugar-fueled networking would just happen. For the National Association of State Procurement Officials (NASPO) and the 2017 Exchange, the planning committee took the themes and principles of engagement to heart. **Know your Audience** As with any successful event, having a thorough understanding of the audience is essential. The conference brings together two distinct audiences who need to be able to work together, but have a history of keeping one another at arm’s length. They come for opportunities to learn, network and develop partnerships, but those partnerships must exist within the rules, statutes and regulations governing public procurement entities. It started with the foundation of the conference – relationship building through in-person meetings between state procurement professionals and supplier or vendor representatives. By spending almost half of the conference in formal, pre-scheduled One-on-One meetings, participants maximize their investment by focusing on the contract and business needs of individual states. **Engagement through Education** The peer-to-peer aspect of the conference doesn’t have to stop at the door to education sessions. The 2017 planning committee spent additional time and energy to ensure engagement was weaved into every aspect of the event, not just traditional “networking” time. Interactive discussion sessions were designed to allow participants to share the frustrations and pet peeves that come from working on either side of the business relationship. Then, instead of letting those frustrations go unheard, a panel addressed them head-on, looking for creative ways to address the challenges inherent in the relationship between state government and the supplier community. ![Image from NASPO 2017](https://amrms.com/wp-content/uploads/2022/06/NASPO-2017Ex-768x1024.png)Knowing that the relationship isn’t always the warmest, the event introduced an inventive way to allow supplier participants to ask questions of state members in attendance. The “Snowball Fight” format used written questions – with the paper formed into a ball and thrown in for consideration – to allow states to address supplier questions and concerns with an added layer of anonymity. Frank questions got frank answers without concerns of fairness or certain organizations getting inside information from a state. Participants had fun, relating to one another in a new and different way while also getting the valuable info they need to be successful. **Networking with Purpose** Not every valuable interaction among participants is going to be business-related and this was embodied through the inclusion of a service component in the course of the conference. Partnering with fellow participants takes on a whole new meaning when it means contributing to the growth and development of the local community. But, the service activity was not included just because of its value to the organizations served, it is a direct embodiment of the relationship building goal of the conference. The project connected participants on a foundational human level, working together for the benefit of something larger than any one interaction, one contract or one business. Not a moment was wasted during the 2017 NASPO Exchange, with each aspect of the conference experience incorporated to support participants building relationships and connecting with one another – engagement in action. Want to find out more strategies like this one? [Get in touch to work with AMR Today](/contact-us/ "Visit Our Contact Us Page to Reach Out For More Info on AMR Association Management")! **Categories:** Blog Posts **Tags:** Engagement, Meetings --- ### [A Day in the Life - Account Executive](https://amrms.com/a-day-in-the-life-account-executive/) **Published:** April 5, 2017 **Author:** Melanie Bowser **Content:** A few of the email subject lines in my inbox today: - Strategic Goal Check In - Duck noise at Peabody - Long-Term Investments - RegOnline Testing - Membership Committee Meeting - Sponsor Info - Resignation - January Financials - Scheduling a call This glimpse into my email inbox provides a good overview of the variety of issues an Account Executive for a non-profit association deals with every day. While Account Executives have a distinct role to play in member interaction, finances, conference planning, membership, and committees, it largely comes down to communication. We are constantly communicating throughout the day with co-workers, volunteer leaders, members, and external vendors. Account Executives have to have their finger on the pulse of all the moving parts of the association in order to do their job well. On top of all the constant communication, we are also in charge of governance and strategic direction. Governance isn’t just the number of members on your Board or your list of committees. Governance is the heart of your association. If the heart is strong, it helps propel the rest of the organization. Solid governance centers on mutual respect among Board members and staff along with the understanding that everyone is working toward accomplishing the same goals – which is where strategic direction comes in. Strategic planning is a key exercise for Boards not only because it gives them an opportunity to openly discuss why belonging to the organization is important, but because it focuses the group on core goals that everyone can support. In association management, we work with volunteers who are passionate about their field and naturally, their ideas can often go in many directions at once. Strategic goals give clarity and focus to everyone’s efforts to make the absolute best use of limited resources to in turn make the biggest impact. And a final note about working with enthusiastic volunteers: while the email inbox can seem overwhelming at times, it’s subject lines like this one from a volunteer leader or association member that put everything back into perspective as to why we do what we do every day. Thank you so much! Looking to join the AMR Team? [Visit our Career Page Today!](/careers/ "Visit Our Career Page To See Our Open Listings") **Categories:** Blog Posts **Tags:** AMR, Association Management, Day In The Life --- ### [Creating a Pipeline for the Next Generation of Public Sector Workforce](https://amrms.com/creating-a-pipeline-for-the-next-generation-of-public-sector-workforce/) **Published:** April 9, 2017 **Author:** Olivia Hook **Content:** About a year and a half ago, [NASPO](http://www.naspo.org/) began the conversation about broadening their mission to include a higher education component. The idea was to partner with a handful of top-tier universities with programs in supply chain management and similar degree programs to create a pipeline of students to become the next generation of state government workers. I am new to NASPO, coming on board about 3 weeks ago, but my understanding is that the idea to explore higher education initiatives came out of the professional development committee. Many of AMR’s clients are state government-related, and these associations face many of the same challenges. A huge portion of state government workers (not just in the procurement field) is eligible to retire in the next few years. To combat this issue, NASPO has created relationships with a handful of universities, including Michigan State, Arizona State and Penn State, to name a few. The goal is to connect these academic partners with procurement offices near them to nurture a pipeline of the new generation of state government workers, thus combating a major workforce issue. However, connecting states and universities alone will not solve this issue. We now face the challenge of helping students understand what procurement is and why they should want to consider a career in the public sector. Last month, NASPO held its first Academic Forum where we invited a handful of our academic partners, their students, as well as NASPO members who are on the professional development committee to join us at Arizona State University. At this 2-day event, we opened the discussion about how to solve the workforce issue and how to make public procurement attractive to a new generation of workers. Through discussions at the Academic Forum, we realized that the issue is much bigger than just attracting this new generation. Many millennials do not consider state government as a career. NASPO has set out to change that through partnering with universities, connecting these universities with procurement offices near them, creating internship programs with the states, recruiting at career fairs and much more. Since we got back from Tempe, we have hit the ground running! Our work is far from done; other higher education initiatives are currently in the works, and we are excited to see what can be done to move procurement as a profession forward. Looking for other association event strategies? [Work with AMR and Contact Us Today](/contact-us/ "Visit Our Contact Us Page to Reach Out For More Info on AMR Association Management")! **Categories:** Uncategorized **Tags:** Public Sector --- ### [AMR Finishes in the Top Ten of Best Places to Work in Kentucky 2017](https://amrms.com/amr-finishes-in-the-top-ten-of-best-places-to-work-in-kentucky-2017/) **Published:** May 5, 2017 **Author:** AMR Management Services **Content:** LEXINGTON, Ky. (May 2, 2017) — AMR Management Services took home an eighth place finish in the small company (15-149 employee) division at the 13th Annual *[Best Places to Work in Kentucky](http://www.bestplacestoworkky.com/)* awards dinner on Wednesday, April 26. The program, sponsored by the Kentucky Chamber of Commerce and the Kentucky Society for Human Resource Management (KYSHRM), seeks to honor Kentucky businesses who work to create top level workplace environments. ![Best Places To Work 2017 Seal](https://amrms.com/wp-content/uploads/2022/07/BestPlaces2017.png)Best Places To Work 2017 Seal “AMR has participated in the Best Places to Work in Kentucky program for the last three years, each year landing in the top 10,” stated Nick Ruffin, CAE, AMR President and Chief Operating Officer. “We are very proud of our team, our company and the great culture that we’ve built at AMR.” **About AMR Management Services** AMR Management Services provides professional services to a variety of local, regional, national and international nonprofit trade associations, professional societies and foundations. *Through our passion, people and principles, AMR turns vision into action to enable client success.* AMR’s [core services include association management, conference and event management, marketing and creative services and technology management](/services/ "View Our Services Page"). More than 20 regional, national and international organizations rely on AMR for association management expertise. AMR is one of only 19 AMCs to receive the charter accredited designation by the AMC Institute and is active in the American Society of Association Executives. **Categories:** Press Releases --- ### [Innovating a Better Conference - Using Design Thinking to Enhance Association Conferences Meetings and Events](https://amrms.com/innovating-a-better-conference-using-design-thinking-to-enhance-association-conferences-meetings-and-events/) **Published:** May 10, 2017 **Author:** Molly Marsh **Content:** Design thinking has emerged as a major force for transformation in the association industry (don’t believe me, see how pervasive it is in industry [publications](https://www.asaecenter.org/resources/articles/an_plus/2017/march/design-thinking-brings-back-relevance-and-revenue-to-annual-conference), [conferences](https://www.pcma.org/designing-for-disruption/) and [research](http://www.mpiweb.org/Portal/Research/MeetingDesign)). When you see the results, it should be no surprise that this is where we’re headed. Applying principles of Meeting Design to conferences can transform a meeting from a list of activities on an agenda to an immersive experience that drives learning, professionalism and ongoing engagement. Incorporating design-inspired steps, questions and considerations into conference planning empowers organizers to innovate new and better conferences. Each part of this series will explore a different aspect of the design process, demonstrating how the conference experience is enhanced by one simple shift in planning methodology: do everything with the end in mind. Part One – The Who One of the biggest factors which influences how conference participants perceive the value of an event is how well the experience lived up to expectations. The success of an event is often determined by how well the needs and expectations of participants were met, but it is virtually impossible to deliver on those expectations unless you really know and understand your audience. People are motivated to attend conferences my many different issues and factors. There are common themes, but each event’s attendees (and each group of participants within an event) have specific motivators, characteristics and desired outcomes. Meeting Design starts by digging deeply into these characteristics of an event’s audience(s). You can’t stop at the surface, if you look at demographics and see that your primary audience is Baby Boomers, you may think they are not interested in technology or use of social media to contribute to the conference experience. But, if you also know that the boomers who attend your events are frequent travelers and have become accustomed to integrating mobile technology into their day-to-day work, integration of mobile apps, social media and mobile communication is likely not only okay with them – it’s expected! Only after getting a clear sense of these needs, can you really implement the subsequent design steps and techniques to ensure that you build an event that delivers the best, most relevant experience for participants. For example, the NASPO (National Association of State Procurement Officials) Exchange brings together state procurement professionals with supplier and vendor companies who do business with state government. Clearly, these two groups have different needs and priorities for participation, and even though one track had been targeted to the supplier audience, there was still concern that the information provided was too “basic.” After further exploration of participant data, NASPO discovered that 71% of the suppliers had been doing business with the government for more than five years, no wonder the materials was “basic”! This group needed more detailed, thorough and hands-on information to support them in becoming more successful business partners. As an association meeting professional, you can NEVER know too much about your members, conference participants and stakeholders. Each piece of information you can get regarding demographics gives you a better understanding of the needs, expectations and aspirations of your participants. Let your participants – and the data you have about them – tell you where they hope to be at the end of your event. Only then can you build a conference experience that sparks real change, innovation and engagement. View All The Entries In This Series here: [Part 1](https://amrms.com/innovating-a-better-conference-using-design-thinking-to-enhance-association-conferences-meetings-and-events/) – [Part 2](http://innovating-a-better-conference-part-two-using-design-thinking-to-enhance-association-conferences-meetings-and-events/) – [Part 3](https://amrms.com/innovating-a-better-conference-part-three-using-design-thinking-to-enhance-association-conferences-meetings-and-events/) – [Part 4](/innovating-a-better-conference-part-four-using-design-thinking-to-enhance-association-conferences-meetings-and-events/ "View Part Four Of This Series") **Categories:** Blog Posts **Tags:** Best Practices, Design Thinking, Meetings --- ### [Innovating a Better Conference: Part Four - Using Design Thinking to Enhance Association Conferences, Meetings and Events](https://amrms.com/innovating-a-better-conference-part-four-using-design-thinking-to-enhance-association-conferences-meetings-and-events/) **Published:** August 23, 2017 **Author:** Molly Marsh **Content:** Design thinking has emerged as a major force for transformation in the association industry (don’t believe me, see how pervasive it is in industry [publications](https://www.asaecenter.org/resources/articles/an_plus/2017/march/design-thinking-brings-back-relevance-and-revenue-to-annual-conference), [conferences](https://www.pcma.org/designing-for-disruption/) and research). When you see the results, it should be no surprise that this is where we’re headed. Applying principles of Meeting Design to conferences can transform a meeting from a list of activities on an agenda to an immersive experience that drives learning, professionalism and ongoing engagement. Incorporating design-inspired steps, questions and considerations into conference planning empowers organizers to innovate new and better conferences. Each part of this series will explore a different aspect of the design process, demonstrating how the conference experience is enhanced by one simple shift in planning methodology: do everything with the end in mind. View Previous Entries In This Series here: [Part 1](/innovating-a-better-conference-using-design-thinking-to-enhance-association-conferences-meetings-and-events/ "View Part One Of This Series") – [Part 2](http://innovating-a-better-conference-part-two-using-design-thinking-to-enhance-association-conferences-meetings-and-events/ "View Part Two Of This Series") – [Part 3](/innovating-a-better-conference-part-three-using-design-thinking-to-enhance-association-conferences-meetings-and-events/ "View Part Three Of This Series") Part Four – The Lesson The conference has wrapped up, everything went smoothly and everyone has gone home after having a great experience. It’s time to kick off those uncomfortable conference shoes, recycle your name badge and celebrate a job well done, right? Not quite. While it’s always smart for association meeting professionals to take a break to reenergize after all the time and energy that goes into an event, just because things are over and the evaluations are complete, doesn’t mean your job is done. Post conference evaluations or feedback in some form is standard practice for association meetings and conferences, and most associations do at least look at the evaluations to determine what people liked and what they didn’t. But what are the real lessons learned from your conference? Did you meet the needs of your audience? How are the attitudes and behaviors of your audience changing? Most evaluations aren’t going to give you the rich information needed to enhance your conferences in an ongoing way and meet the challenges of a new generation of members. Formal evaluation feedback IS an important tool conference organizers can use, but the value of the information is highly dependent on the questions you ask. This is where the original goals and objectives of the conference come into play (see part two!). If you’re waiting until the end of the conference planning process to write evaluations – and the evaluations are mostly questions like “how satisfied were you with the keynote speaker?” – you’re likely to get only information that tells you whether or not people liked the event. Instead, draft evaluation questions as soon as the conference goals and objectives are set and tie them specifically to those goals. For example, if (as referenced in part three) one of your conference goals is for each participant to make three new connections during the conference, make that an evaluation question. Be sure to add follow-up questions like “what would have make the conference more conducive to developing connections with fellow participants?” or “what conference activity or event offered the greatest opportunity to build these connections?” Not only are you gauging the success of the event on how well you supported participants in achieving their goals, you’re also getting detailed feedback on how the design of your event contributed (or didn’t contribute) to that success. But, formal conference evaluations aren’t the only tool available to you as you consider the lessons learned from an association event. Monitor the attendance at different sessions or activities to determine what events motivate participants to engage. Review the demographics for all registrants to identify trends in your audience. Observe the attitudes and behaviors of participants on-site so that you can see, in real-time, how the energy of your group ebbs and flows throughout the day. You could try a focus group of different participants that represent segments of your audience and drill down into more specifics that can help you develop and understanding of the impact of the conference experience. Social media, usage of the conference app and other meeting technology can be illustrative feedback as well. How participants engage on social media or their time using the app can tell you how they’re consuming content at the conference and drive decision making for future technology innovation. Finally, in order to integrate design thinking fully into your conference planning, it is essential to document the lessons learned in a usable way. Full post-conference reporting that reflects the goals and objectives of the event and establishes recommendations for the future provides the background information you need to know your audience and set the vision for the future of your association’s conferences. Then you start the cycle again, time to start planning for next year… **Categories:** Blog Posts **Tags:** Design Thinking, Meetings --- ### [Conference Innovation Drives Member Engagement](https://amrms.com/conference-innovation-drives-member-engagement/) **Published:** May 15, 2017 **Author:** Molly Marsh **Content:** T***he Challenge*** Adults learn as much from one another as they do from the experts that give presentations during a conference. As a part of the goals for its 2016 Annual Conference, the [National Association of State Procurement Officials](https://www.naspo.org) (NASPO) wanted to drive more peer-to-peer learning and infuse purposeful engagement opportunities into traditional networking breaks. ***The Action*** Peer-to-peer discussions and interactive learning components were integrated into many components of the program, enhancing the conference experience. Leveraging the time between sessions was critically important, so NASPO introduced “Meet Ups,” informal discussion groups in the networking area related to common issues for state procurement professionals. With limited facilitation, these informal gatherings provided participants the chance to drive the discussion toward the aspects of the industry most relevant and valuable to them. In addition, participants connected with fellow members who shared their challenges and could help collaborate on solutions. ***The Result*** Although it was only anticipated that 10-15 participants might have interest in any one topic, the Meet Up on eProcurement saw almost a quarter of all conference attendees participate. Clearly this issue struck a chord and NASPO saw an opportunity to build ongoing support and engagement among members to meet this need. In conjunction with the conference, and to support ongoing dialogue on this critical issue for its members, NASPO introduced online User Groups for the most common eProcurement providers. The User Groups met in-person at the 2017 NASPO Exchange as well, documenting their collective experience with specific eProcurement systems and vendors. The Meet Up sparked a need for additional research on usage and implementation across states, resulting in an “eProcurement Systems” resource members can now use to connect with the primary eProcurement contact in each state. The topic is also incorporated in NASPO’s Regional and Annual Conference agendas for 2017; each event will feature states with innovative approaches offering solutions and tips to their peers. One informal discussion has triggered myriad opportunities for NASPO to support the needs of members and – more importantly – for members to work together toward more effective eProcurement for state government! [Click to read more of our case studies.](/case-studies/ "Click to read more of our case studies") **Categories:** Case Studies **Tags:** Conferences, Engagement, Membership --- ### [AMR’s Marsh Named to Connect Association’s 2017 40 Under 40](https://amrms.com/amrs-marsh-named-to-connect-associations-2017-40-under-40/) **Published:** May 16, 2017 **Author:** AMR Management Services **Content:** LEXINGTON, Ky. (May 16, 2017) —Molly Marsh, Programs Coordinator for AMR client the National Association of State Procurement Officials and Director of AMR’s Education and Engagement Design Department, has just been named to Connect Association’s 2017 list of top 40 Under 40. ![Molly Marsh](https://amrms.com/wp-content/uploads/2022/07/MollyMarsh.png)Molly Marsh The title of Connect Association’s list for 2017 is Artists of Assembly, building on the idea that putting together successful events that offer not only ROI for the client but also a highly valuable experience for the attendees is, indeed, an art. Marsh noted, “I was honored to be included on the list for 2017. I firmly believe that our clients at AMR look to us to bring innovation and energy to the conferences that engage members and contribute to achievement of organizational goals. Being recognized for that work is truly special.” Nick Ruffin, President and COO of AMR, added, “It has long been AMR’s goal to provide the most innovative and engaging conferences for our client-partners. Molly is a shining example of the stellar team of association and meeting professionals that produce that kind of artistry every day.” Looking to work with Molly or join the AMR team? C’[heck out our career page today](/careers/ "View Our Career Page for our open job listings")‘! **Categories:** Press Releases --- ### [AMR Celebrates 20 Years Serving Non-Profit Association Partners](https://amrms.com/amr-celebrates-20-years-serving-non-profit-association-partners/) **Published:** June 1, 2017 **Author:** AMR Management Services **Content:** Today AMR Management Services celebrates its 20th Anniversary. John and Shirley Ruffin established AMR Management Services in June of 1997 and, since that time, has grown into [one of the country’s top Association Management Companies](https://associations.amcinstitute.org/ "Visit the AMCI Website"). CEO and founder John Ruffin recalled, “In 1997 AMR began as a small association management company with 10 employees and six client associations. Thanks to the entrepreneurial spirit of our 80+ team members and the passion of our 24 client-partners, AMR is celebrating two decades of professional service and year-over-year growth.” Ruffin added, “I look forward to the next 20 years and the opportunities ahead of us to continue making a positive difference in our country and beyond through AMR’s service to professional and trade associations, their members and the communities they serve.” AMR President and Chief Operating Officer Nick Ruffin shared, “AMR has been a family affair for us and I like to think that one of the reasons for our long-standing success. We’ve created a camaraderie among AMR’s stakeholders that has translated into the relationships we’ve built with our client-partners. So, while we look back at the last 20 years, we’re excited about our continued evolution and what is to come in the next 20!” **About AMR Management Services** AMR Management Services provides professional services to a variety of local, regional, national and international nonprofit trade associations, professional societies and foundations. Through our passion, people and principles, AMR turns vision into action to enable client success. AMR’s [core services include association management, conference and event management, marketing and creative services and technology management.](/services/ "View Our Services Page") More than 20 regional, national and international organizations rely on AMR for association management expertise. AMR is one of only 19 AMCs to receive the charter accredited designation by the AMC Institute and is active in the American Society of Association Executives. **Categories:** Uncategorized --- ### [Innovating a Better Conference: Part Two - Using Design Thinking to Enhance Association Conferences, Meetings and Events](https://amrms.com/innovating-a-better-conference-part-two-using-design-thinking-to-enhance-association-conferences-meetings-and-events/) **Published:** June 8, 2017 **Author:** Molly Marsh **Content:** Design thinking has emerged as a major force for transformation in the association industry (don’t believe me, see how pervasive it is in industry [publications](https://www.asaecenter.org/resources/articles/an_plus/2017/march/design-thinking-brings-back-relevance-and-revenue-to-annual-conference), [conferences](https://www.pcma.org/designing-for-disruption/) and [research](http://www.mpiweb.org/Portal/Research/MeetingDesign)). When you see the results, it should be no surprise that this is where we’re headed. Applying principles of Meeting Design to conferences can transform a meeting from a list of activities on an agenda to an immersive experience that drives learning, professionalism and ongoing engagement. Incorporating design-inspired steps, questions and considerations into conference planning empowers organizers to innovate new and better conferences. Each part of this series will explore a different aspect of the design process, demonstrating how the conference experience is enhanced by one simple shift in planning methodology: do everything with the end in mind. View Previous Entries In This Series here: [Part 1](/innovating-a-better-conference-using-design-thinking-to-enhance-association-conferences-meetings-and-events/ "View Part One Of This Series") Part Two – The Why If you ask most association leaders why they have an Annual Conference, they would likely look at you strangely and maybe ask “are you feeling okay?” Events, conferences and meetings are the lifeblood of associations, so much so that they have become an assumed feature or offering for most groups. “Why have a conference? We just *do*.” But incorporating design thinking in conference planning means nothing – not even the sacred annual conference – is taken for granted. Once you’ve done your homework (suggested reading: [part one](https://www.amrms.com/Blog/ArtMID/448/ArticleID/69/Innovating-a-Better-Conference-Using-Design-Thinking-to-Enhance-Association-Conferences-Meetings-and-Events)), you know who your attendees are and what “success” looks like for them after participating in your conference. Using that vision, the next step is to establish concrete goals and outcomes for the event, goals which guide the decision-making for each aspect of the conference. Meeting Design means that you’ll use these goals to drive each choice made – from selection of education formats to the design of conference social activities; from implementation of communication strategies to integration of technology – so they’d better be good! Tips for conference goals: - Follow a goal setting model (like [S.M.A.R.T.](https://en.wikipedia.org/wiki/SMART_criteria)) to ensure you develop strong goals to which you can hold yourself and fellow organizers accountable throughout the planning process. - Keep your goals focused on the needs identified in your audience(s) – this can be actual attendees, subsets of attendees, potential attendees, stakeholders, the organization itself or any/all of the above! - Ensure leadership is “bought-in” to the goals as established – you’ll meet less resistance to a change in process if all leaders are included from the start. - Review your goals regularly to ensure you’re sticking to them. - Have over-arching goals that drive the conference experience, and then set specific metrics by which achievement of the goals will be evaluated (spoiler alert…part four will be about evaluation and measuring your success!). Without setting data-driven goals which reflect the diverse needs of the audience, the conference planning process can easily get off track. You probably will always have an annual conference, but setting a goal and letting it drive conference planning allows organizers to be laser-focused on delivering exactly what participants need and expect. *That* is a roadmap for success. **Categories:** Blog Posts **Tags:** Best Practices, Design Thinking --- ### [Innovating a Better Conference: Part Three - Using Design Thinking to Enhance Association Conferences, Meetings and Events](https://amrms.com/innovating-a-better-conference-part-three-using-design-thinking-to-enhance-association-conferences-meetings-and-events/) **Published:** July 12, 2017 **Author:** Molly Marsh **Content:** Design thinking has emerged as a major force for transformation in the association industry (don’t believe me, see how pervasive it is in industry [publications](https://www.asaecenter.org/resources/articles/an_plus/2017/march/design-thinking-brings-back-relevance-and-revenue-to-annual-conference), [conferences](https://www.pcma.org/designing-for-disruption/) and research). When you see the results, it should be no surprise that this is where we’re headed. Applying principles of Meeting Design to conferences can transform a meeting from a list of activities on an agenda to an immersive experience that drives learning, professionalism and ongoing engagement. Incorporating design-inspired steps, questions and considerations into conference planning empowers organizers to innovate new and better conferences. Each part of this series will explore a different aspect of the design process, demonstrating how the conference experience is enhanced by one simple shift in planning methodology: do everything with the end in mind. View Previous Entries In This Series here: [Part 1](https://amrms.com/innovating-a-better-conference-using-design-thinking-to-enhance-association-conferences-meetings-and-events/) – [Part 2](http://innovating-a-better-conference-part-two-using-design-thinking-to-enhance-association-conferences-meetings-and-events/) Part Three – The Design This is where things get fun. Not only is it likely the most familiar phase for planners and conference organizers, it’s where you get your hands dirty and start working on the actual *planning* of the event. Association meeting professionals spend countless hours on the myriad details required to execute a flawless production, ensuring every box is checked, i is dotted, t is crossed… But how many times have you put in all this time and energy, tried new ideas, carefully crafted scripts, selected delicious menus and proofed (and re-proofed) conference materials, just to have the on-site components fall flat? The AV is good, the meal service on-time and as ordered, speakers arrive and perform as contracted; you’ve checked all the boxes, but something is missing. Think of it like a puzzle. Each piece has a unique shape, with each curve and corner having to line up perfectly with the piece next to, above and below it. Even though you’re looking for one piece, with that one specific shape, you end up looking at the picture on the front of the box, right? It’s because that one piece doesn’t really have any significance on its own, it matters because of how it fits with the pieces around it and because without that one piece, the image on the front of the box will never be realized. That’s design thinking. Realizing that one puzzle piece, or element of the conference, can’t exist or have any meaning on its own. Each aspect of your conference – from your food and beverage selection, to the design of your name badges, to the seating arrangements, to the format for education sessions – should be seen and planned as an essential opportunity to help your association actualize conference goals. For example, if one of the goals of the conference is to ensure everyone leaves the event with three new contacts, that vision for the attendee experience drives how you put together each piece of the puzzle. Planning a luncheon isn’t just about checking off the details for that event; it’s looking at how you can use the food as a discussion piece to get people talking, how the seating could be arranged to allow for more one-on-one conversations, how the printed menu or table cards can include conversation starters or reminders to share their contact info with one another. That meal isn’t really a meal, it’s a small portion of the overall conference experience you’re trying to create. So, take those moments to look back at the “front of the box” throughout the planning process. If you do, you’ll have a complete puzzle when you’re done. Nothing will be missing or out of place and the conference experience will leave participants with a unified, cohesive and purposeful image of your association. **Categories:** Blog Posts **Tags:** Best Practices, Design Thinking, Meetings --- ### [Work Hard, Play Hard](https://amrms.com/work-hard-play-hard/) **Published:** July 26, 2017 **Author:** AMR Management Services **Content:** Here at AMR we like to bring a little fun to the workplace by planning activities and celebrations. We recognize that our employees work hard and we want them to have fun while doing so. ![AMR Wearing UK Blue](https://amrms.com/wp-content/uploads/2022/06/AMR-UK-1024x638.png)When you’re located in the heart of Big Blue Nation, March Madness is almost considered a holiday to most and the celebration goes on as long as the Kentucky Wildcats remain in the tournament. This year we celebrated March Madness with a bracket challenge where each employee was randomly assigned a team participating in the tournament and he/she won a gift card if their team was the tournament champion. There were also casual days throughout the weeks where employees could wear their favorite teams attire and we wrapped up the celebration with a “slam dunk” milk and cookies treat. ![AMR Pie Day](https://amrms.com/wp-content/uploads/2022/06/AMR-Pie.png)We also love to eat so we take every opportunity to celebrate holidays with food! We recognized National Pi Day (03.14) with pies from a local pie shop for everyone to enjoy as an afternoon snack. And, of course, we celebrated Cinco de Mayo with a lunch party! We festively decorated our large conference room, set up a burrito bar, and gave away door prizes. We also did a friendly salsa competition where employees could bring in homemade salsa and everyone voted on their favorite ones. And, we also want to make sure that our employees that work from remote office locations and not our Lexington headquarters get in on the fun too. For example, we sent them a “fiesta” box with a gift card they can use to enjoy lunch in their city while we had our party back at HQ. ![Cinco De Mayo Spread](https://amrms.com/wp-content/uploads/2022/06/AMR-Cinco.png)One of our staff favorites are our chair massage days. A few times a year we bring offer chair massages to reward everyone’s hard work. Usually, these fall just after a busy conference season, which is not only well-received but well-earned! In 2017 we recognized AMR’s 20th anniversary, which gave us a special reason for a big celebration. Employees from the Lexington office and our remote locations celebrated with a happy hour that included socializing, appetizers and even a selfie station. ![AMR 20th Collage](https://amrms.com/wp-content/uploads/2022/06/AMR-20.png)It is always a blast to celebrate holidays and special occasions but also recognizing our employees hard work and dedication with these fun activities! Looking to start your career in association management? [Check out our open positions today](/careers/ "Visit our Career Page")! **Categories:** Blog Posts **Tags:** AMR, AMR Culture --- ### [Association Marketing - 20 Tips for 20 Years](https://amrms.com/association-marketing-20-tips-for-20-years/) **Published:** August 9, 2017 **Author:** AMR Management Services **Content:** 1. Know who your member is; it’s not the general public. Find the right people, not all the people. 2. Good data equals good communication. A database can help you segment messages, target specific groups and personalize messaging. 3. Reminder: your brand is what others say about you, not just what you say about yourself. Listen to what’s being said; is it in alignment with who you think you are? 4. Showcase your members! Feature their professional stories or their testimonials on the value your association provides. 5. With social media, don’t do it all. Know where your members are. AARP isn’t on Snapchat for a reason. 6. Say it with a picture. Photos, videos and info graphics grab attention. 7. Create and promote a memorable hashtag to centralize user-generated content. 8. An ostrich isn’t a good marketer. Don’t stick you head in the sand – monitor social media and have a policy for how and when you should address untrue or unflattering comments. 9. Be aware of private industry trends, they will have an impact on member expectations. 10. Where appropriate, respond to current news or pop culture happenings. A therapy association released a pros/cons articles on the latest craze of fidget spinners. 11. Repurpose content. Can a section of your newsletter also be used as a blog post? Can a publication drive a podcast discussion? 12. Showcase your personality! The association is made up of people, make sure it feels that way. 13. Think of a specific person when you write. What would resonate with them and what tone would get their attention. 14. People trust people. Find and leverage your association ambassadors. 15. Don’t stop learning. Follow social media and marketing influencers for tips and inspiration. 16. Don’t put up unintentional barriers. Review your website – is it easy to navigate (from a desktop, tablet or phone)? Is important content buried pages deep? 17. Looks matter. Does your visual identity convey your personality? Do you look modern/outdated, warm/sterile? 18. Personalize email newsletter subject letter. Winter Newsletter doesn’t sound like exciting read. 19. Analytics are your friend. Use social media engagement and website analytics to understand what your members are sharing and using. 20. Members are why associations exist. Your decision making should be intentional around their needs. Looking for professional marketing help for your association? [Contact AMR Today](/contact-us/ " Visit Our Contact Us Page to Reach Out For More Info on AMR Association Management")! **Categories:** Blog Posts **Tags:** Associations, Best Practices --- ### [Fulfilling your Fiduciary Duties? 10 Tips for Nonprofit Leaders](https://amrms.com/fulfilling-your-fiduciary-duties-10-tips-for-nonprofit-leaders/) **Published:** September 6, 2017 **Author:** Megan Smyth **Content:** A nonprofit organization is one that, as a matter of law, does not have shareholders, and the profits of the organization are not distributable to the corporation’s members, directors, or officers. Nonprofit association members often take on [great responsibility](https://www.councilofnonprofits.org/tools-resources/board-roles-and-responsibilities "Board Roles") when they become directors and officers. These people are very passionate individuals who believe in the mission of their organization, and seek to serve those organizations well, working toward the common vision of the membership. Channeling that passion and desire to serve into the association’s leadership is what helps propel nonprofits into new and better places. Members who desire to lead shouldn’t be afraid to step into a leadership role—rather, they should educate themselves about how to govern their nonprofit in an ethical and legally sound way. In order to serve their organization well, members filling these important roles, who are very often volunteer leaders, must balance focusing their attention in many different directions. Implementing and working within a vision and a strategic plan takes a lot of effort, and the time it takes to serve an association as a director or officer is no small feat. In addition to all of these responsibilities (whew!), nonprofit association directors and officers must also be cognizant of their obligations and duties imposed by law. Directors and officers are fiduciaries, first and foremost. The term “fiduciary” derives from the Roman law, and means, roughly, “having the nature of trust or confidence.” Generally, a director or officer is required to discharge their duties 1) in good faith; 2) with the care that an ordinarily prudent person in a similar position under similar circumstances would exercise; and 3) in a manner the director reasonably believes to be in the best interests of the organization. These enumerated duties can be broken down even further to two simple “rules of thumb”—directors have a duty of care, and a duty of loyalty. The specifics often vary among different jurisdictions, and anyone serving in a fiduciary position should review state law, the charter or policies of their organization, and court-established common law to determine their complete obligations under the law. The duty of care is simply the responsibility to exercise the same care that a reasonable prudent person would in a similar circumstance. Under the duty of loyalty, directors and officers must refrain from “enhance\[ing\] their own personal interests at the expense of the association, and/or personally profiting or benefiting at the expense of the association, but rather, must promote the interests of the association to the exclusion of their own self-interest.” Here are a few general tips for directors and officers of nonprofits to ensure they are fulfilling their fiduciary duties appropriately: 1. Fully understand and adhere to all the requirements, procedures, bylaws, and policies of your organization; 2. Attend as many board meetings as feasible; 3. Carefully review meeting minutes, committee reports, and other materials provided in advance of meetings, and be prepared to discuss the topics on the agenda for all meetings; 4. Carefully review financial statements, Form 990s, audit reports, and/or materials from the organization’s lawyers or accountants; 5. Consider retaining experts for decisions that may fall outside of the expertise of board members, directors, or chief executives; 6. Always insist on compliance with all applicable laws and internal policy, even if compliance may increase costs and/or result in difficulty; 7. Promptly disclose all potential conflicts of interest and adhere to internal policies regarding conflicts of interest; 8. Keep sight of the governance role of the board—looking at the big picture for the organization—and avoid becoming mired down in the day-to-day work of the organization; 9. Establish appropriate committees and working groups that can carry out the board’s vision and strategic plan for the organization. These committees and groups can assist in fulfilling the oversight role of the board in specific areas, like finance, member recruitment, etc.; 10. Focus on preparing the organization for long-term success, making decisions that will benefit members and make the organization stronger for the future. *Disclaimer: Please note that this article was prepared for general information purposes only, and that the information presented does not constitute legal advice of any kind, is not to be acted on as such, may not be current, and is subject to change without notice; nor is the information contained herein exhaustive when it comes to all of the legal duties and issues related to service as a nonprofit director. Finally, this information is not intended as a solicitation and does not create or constitute an attorney-client relationship. Please seek legal counsel when appropriate at the discretion of your organization.* *Some information included in the article is adapted from “Nonprofit Board Governance and Liability” by Randal T. Evans, Evans Law, PLC. And Enquire Consulting, LLC, presented as NBI Seminar, June 29, 2016* Need help figuring out your assoication’s finances or responsiiblities? [Contact AMR today](/contact-us/ "Visit Our Contact Us Page to Reach Out For More Info on AMR Association Management")! **Categories:** Blog Posts **Tags:** Nonprofits --- ### [When the Storm Has Passed - Lessons Learned from a Hurricane Cancellation](https://amrms.com/when-the-storm-has-passed-lessons-learned-from-a-hurricane-cancellation/) **Published:** November 15, 2017 **Author:** Molly Marsh **Content:** As the [National Association of State Procurement Officials (NASPO)](http://www.naspo.org/) watched Hurricane Irma bear down on the Caribbean and, ultimately, the state of Florida, the clock was ticking. The category five storm was due to make landfall in Tampa, Florida on September 10, the first day of the association’s 2017 Annual Conference. Less than 48 hours before staff was due to arrive on the ground, NASPO made the tough decision to cancel the conference and reschedule the following month. From there, it was up to the NASPO team to kick planning back into high-gear, securing a new venue, re-registering participants and plan an entirely new agenda…all in three weeks. Now that the association is on the other side of the “storm,” there were certainly some valuable lessons learned that apply to any event! **Communication is Key** As soon as the storm was named, the planning team initiated constant contact with the local vendors in Tampa. As the path of the storm continued to shift, planners and venue partners continued to discuss and explore all the different options. Ultimately, it became clear that the venue, suppliers and local partners for the event needed to focus their attention on their own community and that for the safety of NASPO members and the local community, the only decision was to cancel. These conversations led to invoking “force majeure” clauses without conflict, and everyone could turn their attention to the more immediate concerns at hand. Then, there was the communication with members and participants. Participants received updates throughout the week leading up to the conference, reassuring everyone that every consideration was being taken to monitor the storm and ensure their safety. When the event was cancelled, the NASPO team knew an email wouldn’t suffice. Each member of the staff made individual phone calls to registered participants to inform them of the decision and address questions. Rescheduling was another challenge; the NASPO team developed a new communications plan to ensure that all participants were prepared to update registration for the rescheduled event *and* to reach out to all members so even those not originally scheduled to attend were included. **You Need a Roadmap** The education program is the core of any association conference and generally takes 6-12 months to plan, so determining how to reimagine an event agenda in a matter of weeks is no easy feat. NASPO’s Annual Conference Committee set clear goals and objectives, which is best practice for any event, but became even more critical given the circumstances. By allowing the targets, goals and vision for the conference to drive decisions about the rescheduled education, NASPO ensured that the needs of participants would be met. Not all speakers were available and not all sessions could be replicated on such a short planning timeline, but using conference goals to craft the course meant only the best, most relevant and most engaging sessions would be considered. Without a good roadmap created by the overall goals, it would have been virtually impossible to create a meaningful education experience in so little time. **Every Limitation is an Opportunity** Fewer participants, smaller meeting rooms, a condensed agenda, speakers not being able to reschedule, all of these constraints were frustrating at times, but they also provided a critical opportunity to look at the conference in a new way. Smaller formats provided avenues for more intimate conversations and peer-to-peer learning that proved valuable for all participants. Some components of the agenda that everyone thought were essential to the experience had to be skipped or included in a different format and evaluation results showed that not only did people not necessarily miss them, they liked them better in their new iterations! To reach participants who could not attend the rescheduled events, some sessions were broadcast or replicated in virtual environments, reaching new audiences and engaging members in new ways. **A little Perspective Goes a Long Way** The experience of cancelling and rescheduling an annual conference in less than a month may have been a significant professional challenge, but it is NOTHING compared to what thousands of individuals have dealt with over the last few months as hurricanes, floods and wildfires have devastated their communities. The long days and short timelines were difficult, but seeing the generosity and resilience of people throughout affected areas has been inspirational. Associations are about community and these experiences show just how important it is to build those networks of support, throughout our professions and beyond. [Follow this link to read more of our association management case studies](/case-studies/ "Click to read more of our case studies") **Categories:** Blog Posts **Tags:** Meetings --- ### [National Association of State Chief Information Officers Online Conference Check-in](https://amrms.com/national-association-of-state-chief-information-officers-online-conference-check-in/) **Published:** November 30, 2017 **Author:** Lisa Thompson **Content:** ***The Challenge*** [The National Association of State Chief Information Officers](https://www.nascio.org) has two conferences each year with attendee numbers ranging from 500 – 700 individuals. A great deal of staff time was being devoted to printing/stuffing badges for these conferences as well as the customer service issue of check-in lines with a manual check-in process. The association needed to institute a more streamlined process but feared the cost given the fact that NASCIO’s conference attendance is relatively small by comparison. ***The Action*** AMR’s member services and conference and events team researched various options for the NASCIO conferences and found an affordable solution that integrated with NASCIO’s existing registration software. However, no one on the team had any experience with online check-in. To ensure this option fit NASCIO’s needs, the team went to another conference to see the system in action. Once the solution provider was solidified, changing this long-standing process required a great deal of discussion and planning for the NASCIO team. What changes needed to be made to the registration process? How does this self-service check-in process get streamlined while keeping the personal touch with the membership that is part of the NASCIO brand? How does the team effectively communicate these changes to the membership to ensure the on-site process is smooth for attendees? To address those questions, the NASCIO team walked through every step of the process from an attendee’s point of view. The team purchased items and created signage that made the self-serve badge and ribbon station easy to navigate for attendees and keep the check-in process moving quickly. Team members who staff the registration area at conference set new guidelines and goals for member interaction at check-in. Finally, NASCIO contracted to have a representative from the solution provider attend the conference for troubleshooting and to assist with the initial use of the system. ***The Result*** The online check-in process was a huge success. The early check-in for the Board of Directors did reveal one issue that was quickly fixed by the provider. The members received a number of pre-conference communications about the new system and not only did the membership embrace the new process, they raved about the ease of use. The NASCIO team found that with the self-serve check-in, the team actually had more time to greet members and assist when needed, serving to increase personal interaction with the membership upon check-in. There were also some positives that were completely unforeseen. Since the check-in kiosks were available 24/7, members who arrived after registration hours could check-in and be able to go directly to the event the next morning, without having to arrive early to check-in. The process was such a success that AMR later negotiated a contract that would provide this service to all of their clients, using the buying power of an association management company like AMR to lower the cost for everyone and make this new and streamlined technology available to all AMR clients, large and small. [Follow this link to read more of our association management case studies](/case-studies/ "Click to read more of our case studies") **Categories:** Case Studies **Tags:** Best Practices, Conferences, Meetings --- ### [AMR Names Vice President Bender to Executive Team](https://amrms.com/amr-names-vice-president-bender-to-executive-team/) **Published:** January 18, 2018 **Author:** AMR Management Services **Content:** DeLaine Bender, CAE, has recently been promoted to Vice President with AMR Management Services and named to the organization’s Executive Team. Bender has served in the role of Executive Director on AMR’s client team for several years and brings a wealth of association management experience to the team. ![DeLaine Bender](https://amrms.com/wp-content/uploads/2022/07/DeLaineBender.png) In her new role, Bender will oversee the work of other AMR Executive Directors to ensure we are exceeding client expectations and will also guide AMR’s marketing and business development efforts. “I look forward to taking the experience and innovative ideas I’ve gained working directly with our client teams to help AMR and its clients grow,” said Bender. “AMR is a dynamic organization with a great deal to offer and this new role will give me the opportunity to get our message out to a broader audience.” Nick Ruffin, President and COO of AMR, added, “As AMR looks to grow not only our existing client-partner relationships, but expand our services to new client-partners, DeLaine’s expertise will be invaluable. I look forward to continuing to work with DeLaine in this new capacity.” About AMR Management Services AMR Management Services provides professional services to a variety of local, regional, national and international nonprofit trade associations, professional societies and foundations. Through our passion, people and principles, AMR turns vision into action to enable client success. AMR’s [core services include association management, conference and event management, marketing and creative services and technology management](/services/ "View Our Services Page"). More than 20 regional, national and international organizations rely on AMR for association management expertise. AMR is one of only 19 AMCs to receive the charter accredited designation by the AMC Institute and is active in the American Society of Association Executives. **Categories:** Press Releases --- ### [Why government affairs?](https://amrms.com/why-government-affairs/) **Published:** January 23, 2018 **Author:** Yejin Cooke **Content:** If you’ve ever seen the movie “[Miss Sloan](https://www.imdb.com/title/tt4540710/ "Learn More About The Miss Sloan Movie")” or watch “[House of Cards](https://www.imdb.com/title/tt1856010/ "Learn More About House Of Cards")”, there are probably more than a couple of scenes that portray lobbyists as scum of the earth with questionable morals and flexible principles all jockeying for financial gain or political power. But in real life, the lobbyist’s mission is simple and probably mundane; it is to study the impact of potential laws and regulations on the population they represent, convey that impact to others, and advocate for the position that best serves those they represent. [AMR management services](/services/ "View Our Services Page") serves many association clients and [NASCIO](https://www.nascio.org) is one of the few with a presence in Washington, D.C. with the explicit purpose of managing (federal) government affairs. You may ask why such a presence is necessary – for one, as an association that represents state government officials, there are many instances where changes or new federal policy can impact state government operations. In order to serve our membership, we have to monitor federal laws and regulations that could impact their work in state government. For example, federal legislation for the the nationwide public safety broadband network (NPSBN) passed in 2012 and only recently (December 28, 2017) did governors have to decide whether they would opt-in or out of the state plans provided by FirstNet and AT&T. Between 2012 and December 2017, state CIOs had to remain educated about any changes in FirstNet policy so they could properly advise their governors. We remain vigilant about the federal policy that could impact our association members, but NASCIO advocacy is also about educating federal lawmakers about the role of state CIOs and the work they do to improve the life of those that government serves, like you and me. We regularly visit with congressional offices and regulators to ensure that those that promulgate laws and regulations are fully educated on what state CIOs do and don’t do so that federal policy does not include negative, unintended consequences. Real life advocacy probably isn’t as exciting compared to the image portrayed in movies and TV but it definitely serves a purpose; it can help ensure educated policy choices by those making them. For associations like NASCIO, our advocacy is more about information sharing and education. **Categories:** Blog Posts **Tags:** Advocacy --- ### [Great Expectations: Meeting the Needs of Today’s Adult Learners](https://amrms.com/great-expectations-meeting-the-needs-of-todays-adult-learners/) **Published:** February 22, 2018 **Author:** Lindsay Overall **Content:** As [association professionals](/services/ "View Our Services Page"), we provide education to our members to help bridge the gap between academic study and professional life. With tight competition for our members’ time, money, and attention, educational design becomes increasingly important to help our events and offerings stand out. What exactly are the measures of success when it comes to adult education? How does the way that adults learn affect how we should be designing our conferences? Molly Marsh, AMR Management Services Director of Education and Engagement Design advocates for a comprehensive meeting design approach. “Using demonstrated member, audience and industry needs to drive your educational approach ensures maximum relevancy and impact for your association events.” Recently, [AMR staff](/our-people/ "View The AMR Team") had the opportunity to participate in the ASAE online conference “[SPARK: The Art and Science of Adult Learning](https://www.wbtsystems.com/learning-hub/events/asae-spark-art-and-science-adult-learning "Visit The Spark Website").” This professional development activity allowed AMR staff — from project coordinators to conference managers to policy analysts — to hear the latest theories and applications of adult learning. The opening keynote session focused on “**Emerging Perspectives on Association Education.”** Here are the key takeaways that are worth integrating into your education strategy: **Trends in Adult Learning** - **Modern education content creation is very decentralized.** This means that as associations, we need to leverage the input we get from our members. They’re in the trenches and know what key issues, challenges, and knowledge gaps exist in their field, and they’re expecting us to equip them accordingly through our educational offerings. - **Micro-learning, just like micro-volunteering is a “thing.”** Today’s adult learners prefer bite-sized nuggets of information on specific things that they can do NOW to improve their professional work. While in-person multi-day conferences are still essential to the member experience, we need a balanced portfolio of educational offerings — including digital micro-learning opportunities — to provide the highest value to members. This need not be extra work, as you can easily extract from your existing “deep dive” content key points that can be repurposed as micro-learning opportunities, such as short video tutorials, a brief online module for CE credit, etc. - **Increased competition in the education space.** As associations, two of our biggest competitors in education delivery are internal corporate trainings and free or paid online resources. Internal trainings have an edge in terms of having a captive audience where they can mandate employees take their training. Additionally, these internal trainings are no longer lecture-style mass seminars but are much more sophisticated with hands-on activities and expert presenters. Our other key competitor is the free or paid online resources that are growing in popularity, such as lynda.com, Coursera, etc. In light of these developments, it’s exceedingly important for us as association professionals to distinguish ourselves as THE source of education for our members, addressing what they want to know, and doing it in an engaging, practical, and convenient way. - **Outcomes vs. satisfaction.** Rather than relying on attendees’ ratings of a conference or educational offering, we should focus on demonstrating what participants can now do that they couldn’t beforehand. So, instead of touting that your conference attendees rated your event 4.5 stars out of 5, consider giving more concrete measures of success, such as “95% of attendees report that after the conference they are now able to X.” The second noteworthy session that we attended was on the topic of **“Andragogy.”** (like pedagogy- only adults instead of children…) An·dra·go·gy (/ˈandrəˌɡäjē,-ɡäɡē/): the method and practice of teaching adult learners; adult education. Since we already learned in session that micro is the way to go. So, here are our takeaways in convenient list form 😊: **Tips for educational design:** 1. Create learning experiences that **offer minimum instruction and maximum autonomy.** (ex. Flipped classroom model). 2. Include a wide range of instructional design models and theories to **appeal to varied experience levels and backgrounds.** 3. Utilize social media and online collaboration tools to **tie learning to social development.** (ex. Higher Logic community). 4. **Emphasize how the subject matter is going to solve problems that an adult learner encounters regularly.** (Should be part of how you market your education). 5. There must be a **valid reason** behind every eLearning course, module, or educational activity. (i.e. state learning objectives). 6. **Adults must have a hand in the design and development of their learning experience** (ex. Choose track or subjects). 7. **Experience** should be at the root of all eLearning tasks and activities (Adults learn from their mistakes and from the process- ex. Role play + feedback). 8. **Real life applications and benefits** must be tied to the eLearning activity. (Keep it real. Minimize theory). 9. Adult learners need the opportunity to **absorb** information, rather than to memorize it. (participate rather than lecture) Learn, practice, and reflect. **Common traits of adult learners:** 1. They are self-directed. 2. They are practice and results-oriented. 3. They are less open-minded, and more resistant to change (they need to know WHY). 4. They learn slower yet more interactively. 5. They use personal experience as a resource. 6. They engage in voluntary learning. 7. They have multi-level responsibilities (family, work, home, etc.). 8. They have high expectations. With these tips, your association is well equipped to meet —and exceed – the high expectations of your adult learners, your members! **Categories:** Blog Posts **Tags:** Engagement, Learning --- ### [“Not All Those Who Wander Are Lost…” (But Some Are)](https://amrms.com/not-all-those-who-wander-are-lost-but-some-are/) **Published:** March 6, 2018 **Author:** Lindsay Overall **Content:** This famous quote from a poem in J.R.R. Tolkien’s *Lord of the Rings* implies that some people actually wander on purpose. Philosophically, that can sound super adventurous and mystical, but realistically, some people do in fact wander because they’re lost. Go figure. Enter: “Standing Committees.” One of the major responsibilities of an association’s governing body is to develop an infrastructure that effectively performs the functions and work of the organization. Standing (permanent) committees are one of these groups, and while most are devoted to higher level aspects of the association, such as audits, leadership nominations, annual events, awards, etc., some other enduring causes or programs warrant the existence of standing committees. I manage three such standing committees- two of which are specific to educational programs, and one of which spans all aspects of the association- diversity. I have found that one of the biggest challenges with these types of committees is simply lack of direction, as there is no finite conference they are planning or slate they are approving. Their charge seems more abstract. To make their purpose more concrete, I’d recommend taking the following steps at the beginning of each new committee term or cycle, and/or when the composition of your committee changes. Because who wants to call in every third Tuesday of the month to chat about the weather, approve the minutes, hear some updates, and not have accomplished anything at the end of the hour? Not this girl. 1. **Show them The Plan-** Ultimately, all committees and groups that report to the Board should be operating in alignment with the association’s *strategic plan*. The quick litmus test for determining whether something should be pursued is whether it aligns with the strategic plan, which is very high-level. However, a good plan also operationalizes big goals by laying out specific action items that need to happen, who is responsible, and by when. Showing them The Plan implies that one already exists, so if you don’t already have a strategic plan, you should probably start there. While the committees I staff don’t have firm terms (not recommended, and a whole other beast to address), I do take time at the beginning of each calendar year, you know, when people are jazzed about their new year’s resolutions and goal-setting, as well as when new blood enters our group, to share that specific committee’s version of the strategic plan.This includes the specific tasks they as a committee have been charged with by the Board.I also include the recurring operational-type things that the committee is responsible for throughout the year, so they have a big picture overview of what major things they’ll be working on and when.Lastly, I allow them to list out what goals they hope to achieve in the coming year.You know, those items that get perpetually tabled for the “next call,” and two years later they’ve been left unaddressed?Yes, those goals. All 3 of these components help provide a very structured plan for the coming year, and also provide evidence of productivity for those who delight in crossing things off their to-do lists. (Guilty). 1. **Keep showing them the Plan-** Setting goals and devising a plan to achieve them is great, but a complete waste of time if you don’t actually follow through. So, once your plan is compiled, link or attach it to every meeting agenda so it constantly stays top of mind. You may even go so far as to keep a placeholder for it just as you would the approval of minutes, to ensure it gets looked at. *“Only 4% of people actually take the time to write their goals down and of those, **only 1% regularly refer back to them during the year. Those are the people most likely to achieve their goals.”*** [Leonie Dawson, International best-selling author](https://www.forbes.com/sites/marciaturner/2016/12/31/want-to-achieve-your-goals-this-year-start-by-doing-this/#6d63ca684d29) 1. **Be ready to change the Plan-** As they say, “the only thing constant is change.” So, to remain successful in the face of changes that affect your plan, you first need to anticipate and accept that change is inevitable. This is more than half the battle. Secondly, you need to remain nimble and adaptable.For example, let’s say that some external factor, like a federal or international regulation goes into effect and throws a wrench in the cogs of your well-oiled committee machine.Now what?Well, for something on this large of a scale you must drop what you were focused on and shift gears.This is now your #1. A real-life example of this actually happened to me and my association’s diversity committee.Basically, the committee spent almost 2 years working on one tactic assigned to them by the Board related to member data.Just as things were taking off and we were gathering more detailed demographic information to help measure progress toward greater professional and racial diversity within our organization, enforcement of this EU thing called [GDPR](https://www.eugdpr.org/eugdpr.org.html) became big news(more on GDPR in future blogs). Essentially, data privacy laws for residents and citizens of the European Union have tightened tremendously, and it’s really just a sign of what’s to come on an international level.After the committee’s 2 years of work we had to immediately eliminate some questions and alter others that we were asking our members.It would’ve been easy to feel like all that work was a complete waste of our time, but in fact, just the opposite happened- the sheer act of following a detailed plan from idea to execution gave the committee members a great sense of pride and accomplishment, even though they had to switch gears on a dime. So, the next time you find yourself with a wandering standing committee, consider giving them a sense of direction and purpose, by equipping them with a yearly plan. Happy trails! Looking for more association management organizational strategies? [Contact AMR Today](/contact-us/ "Visit Our Contact Us Page to Reach Out For More Info on AMR Association Management")! **Categories:** Blog Posts **Tags:** Best Practices, Committees, Planning --- ### [3 Web Design Trends Your Association Should be Embracing](https://amrms.com/3-web-design-trends-your-association-should-be-embracing/) **Published:** March 15, 2018 **Author:** Mike Cooke **Content:** 1\. **Website Design Tool Upgrades** ![](/Portals/0/light%20bulbs_1.png)Innovation on the web front is a mix of design and technology or “form and function.” By keeping up with the ever-evolving technology behind the scenes we are able to provide our clients with the latest and greatest methods to share information and collaborate with their members. The big deal this year will be the move from [Bootstrap 3](https://getbootstrap.com/docs/3.3/getting-started/) to [Bootstrap 4](https://getbootstrap.com/docs/4.0/getting-started/introduction/) with a focus on [Flexbox](https://www.w3schools.com/css/css3_flexbox.asp) and [CSS Grid](https://www.w3schools.com/css/css_grid.asp). In laymen’s terms, this refers to upgrades in website design templates, including responsive design and grid-based layout options. There is a two-part challenge for implementation of this new technology: 1. How do you implement these new technologies so that the changeover goes unnoticed by your end users? 2. When do you implement the changes? Do we try to update your client’s existing website, or do you wait for the opportunity to do a website refresh/redesign? My advice is to analyze the cost and time involved and see where you can fit it into your web design process. You will gain back the time spent on implementation on the content creation side for sure. **2. Software as a Services (SAAS)** A growing number of companies are providing and using software as a service (SAAS), and we can embrace that trend in the association management world as well. It is safe to say that we can say goodbye to those days where we had to custom code our registration applications and welcome cutting edge registration services like [RegOnline](https://www.regonline.com/) and [Cvent](http://www.cvent.com/). Sure, there are some design limitations when working with these services, but the stability and mass user bases of these services outweigh those limitations. For example, we there is no longer a need to worry about something “breaking” in our custom registration app since it has likely been tested by thousands of users. **3. Constantly Fresh Content** It can be a challenge to keep your website looking fresh. The most important thing to remember on the web is that content is king. An outdated site design will be overlooked if the information/content that your website visitors are looking for is there. Design comes in when you want to make that content easier to find or easier to read. Here are three things you can do to freshen up your content **without having to redesign your client’s website.** - **Make your content more visually appealing.** The more visuals you have to support your text the better. Infographics have been a trend in recent years and are probably sticking around for the foreseeable future. Have your designer work up some graphs and charts to go with your content. - **Make your content easy to find.** You don’t want your visitors to have to click more than three pages deep to find your content. - **Make your content timeless.** Unless your content is relevant on a specific date, don’t use dates in your blog/news posts. **Categories:** Blog Posts **Tags:** Best Practices, Creative Services, Design, Websites --- ### [Putting Data to Work](https://amrms.com/putting-data-to-work/) **Published:** March 22, 2018 **Author:** Andrew Abernathy **Content:** It’s hard to turn on a TV, tune in a radio, or scroll through [Facebook ](https://www.facebook.com/ "Visit the Facebook Website")or [Twitter](https://twitter.com/home "Visit the Twitter Website") and not see or hear something about the power of technology and data. Ads and commercials about technology, AI, and data have become such commonplace that it seems like almost everyone has become numb to the message that they carry. Associations really aren’t very different when it comes to data. The very nature of an association means that we are exposed to thousands of data points every single day. Going through the everyday rigmarole may make us numb to the data, the trends that it may depict, and the impact that those trends may have on the associations with which we work. One association, with whom [AMR partners](/partners/ "View Our Client Partners"), recognized the importance of their data and how that data could be used to create and influence action items for the Executive Committee. It all started with the review of a typical membership report. At first glance, it appeared that over sixty percent of the membership had joined in the past three years. Awesome news! Close the books and everyone is good to head home, right? Not so fast. What happens if the complimentary membership types are removed from the equation? Membership growth has still increased over the last three years, but it falls below the sixty percent threshold. Based on these data trends and others, association staff worked with the Membership Services Committee Chair to compile a report that included recommendations to the Executive Committee regarding membership. Combining the lifecycle of the data, trend analysis, and the membership report with recommendations resulted in the following actions by the EC: - A standard renewal process was voted on and passed - The Membership Services Committee was asked to give options and recommendations for changing membership levels and the pricing structure - The need for a better system of converting complimentary members and monitoring lapsed ones was realized - A request for information on alternate CRM systems was made The significance of these key items from the Executive Committee is paramount to not only to the life of the association, but also speaks volumes to the power of data and trend analysis. Without more than a surface-level glance at the membership data, the association never would have known there was a potential issue with the renewal process and the system for soliciting feedback and converting complimentary members. We may feel we are bombarded with information about data and technology, but that can be a good thing because data helps us to determine our needs and refine our processes. **Categories:** Blog Posts **Tags:** Best Practices, Data --- ### [AMR Finishes in the Top Ten of Best Places to Work in Kentucky](https://amrms.com/amr-finishes-in-the-top-ten-of-best-places-to-work-in-kentucky/) **Published:** April 19, 2018 **Author:** AMR Management Services **Content:** LEXINGTON, Ky. (April 19, 2018) — AMR Management Services took home a [tenth place finish](https://www.kychamber.com/sites/default/files/2018-BPWK-RankedWinnersListing.pdf) in the small company (15-149 employee) division at the 14th Annual *Best Places to Work in Kentucky* awards dinner on Tuesday, April 17. The program, sponsored by the Kentucky Chamber of Commerce and the Kentucky Society for Human Resource Management (KYSHRM), seeks to honor Kentucky businesses who work to create top level workplace environments. ![Best Places To Work 2018 Seal](https://amrms.com/wp-content/uploads/2022/07/BestPlaces2018.png)Best Places To Work 2018 Seal “For the past four years, AMR has participated in the Best Places to Work in Kentucky program, landing in the top 10 each year,” stated Nick Ruffin, CAE, AMR President and Chief Executive Officer. “I believe that is a testament to the efforts that we, as a company, make to create a workplace where our team can thrive.” **About AMR Management Services** AMR Management Services provides professional services to a variety of local, regional, national and international nonprofit trade associations, professional societies and foundations. *Through our passion, people and principles, AMR turns vision into action to enable client success.* AMR’s [core services include association management, conference and event management, marketing and creative services and technology management](/services/ "View Our Services Page"). More than 20 regional, national and international organizations rely on AMR for association management expertise. AMR is one of only 19 AMCs to receive the charter accredited designation by the AMC Institute and is active in the American Society of Association Executives. **Categories:** Press Releases **Tags:** Announcements, Company News --- ### [Conference Strategy: An Association's Secret Weapon](https://amrms.com/conference-strategy-an-associations-secret-weapon/) **Published:** May 1, 2018 **Author:** AMR Management Services **Content:** ***The Challenge*** To give strategic purpose to the [National Association of State Procurement Officials](https://www.naspo.org) (NASPO) Annual Conference. Like many associations, NASPO held an Annual Conference with positive satisfaction ratings from participants, but that didn’t always connect member attendees with their larger professional development needs from the organization. Even with the introduction of a new strategic plan, conference registration was still driven more by destination than by the quality of the event itself and the evaluation results indicated disappointment in the gaps between the conference and what members truly wanted and needed. NASPO realized quickly there was no mention of the Annual Conference – or any of the association’s conferences – in the strategic plan. ***The Action*** When setting strategic objectives for the following year, the Annual Conference was top of mind and NASPO added the goal of tying conference content to the demonstrated needs of the membership. Fortunately, NASPO already had a wealth of information about what those needs were; by analyzing responses to an annual “Top Ten Priorities” survey, website analytics, member inquiries and discussions via the member communities, the planning committee was able to tailor the conference program to the topics, issues and challenges members face. Not only that, conference content was integrated with NASPO’s larger research and policy initiatives, driving more attention and engagement with member benefits and the overall strategic direction for the profession. ***The Result*** Two years later, NASPO’s Annual Conference was an entirely different story. The “traditional” conference metrics were certainly still positive: overall registration had increased and the proportion of participants indicating the conference “Exceeded” expectations was up nearly 10%. But the most significant impact was tied to the value and benefit conference participants were able to apply to their professional lives. When asked if the conference helped them meet their individual, professional goals for attending, nearly 98% of participants said “yes.” Taking the simple but strategic step of using member needs to drive conference content was the secret weapon in transforming the Annual Conference experience. Now, not only are member’s “satisfied,” they recognize NASPO’s Annual Conference as the source of the professional development they need to be successful. [Follow this link to read more of our association management case studies](https://amrms.com/case-studies/) **Categories:** Case Studies **Tags:** Best Practices, Conferences, Meetings, Strategy --- ### [One Great Idea - Three Conferences Improved](https://amrms.com/one-great-idea-three-conferences-improved/) **Published:** May 16, 2018 **Author:** Molly Marsh **Content:** As association meeting professionals, we know that for real learning to occur at our conferences participants must be active contributors to the educational experience. It’s a core principle of adult learning theory, right?! But when you leave “time” in the agenda for discussion, reflection or group work so much can go wrong…how do you ensure there’s enough to discuss, but not too much? What about finding qualified facilitators? How do you collect the right information in advance to make the conversation meaningful? Sometimes creating a dynamic learning environment simply seems like leaving too much up to chance. Enter the “Discussion Deck.” First implemented as a part of the 2016 [National Association of Government Defined Contribution Administrators (NAGDCA)](https://www.nagdca.org) Annual Conference, the Discussion Deck session uses a small deck of pre-printed cards to facilitate small group discussion in a larger conference setting. At round tables of 8-10, participants pass around the deck, drawing cards with industry-relevant questions, topics or issues. One-by-one participants around the table select the most relevant or important issue for them and invite others at the table to address it. As NAGDCA’s Association Director, AMR’s Vice President for Client Services, Tracy Tucker has seen the positive impact first-hand. The session “breaks up the conference schedule so attendees aren’t just sitting listening to someone speak to them. Rather, they have the opportunity to give input, guide conversation and change topics.” One of the benefits of the #AMRculture of collaboration is that great ideas like this can be shared for the benefit of many associations. With the flexibility to scale to virtually any size audience, customize to the specific needs of the association or event and structure high-quality peer-to-peer engagement, this solution was a great fit for the [Nursing Organization’s Alliance (NOA)](https://www.nursing-alliance.org) Fall Summit too. “We had previously provided a list of about five-seven questions for discussion, but this gives many more options in a fun and unique format that most attendees have not seen before,” shared NOA Account Executive Laura Singler. Laura became a champion for the model, sharing the idea with another client team as the [National Association of State Procurement Officials (NASPO](https://www.naspo.org)) planned the 2017 State Training Coordinator’s Conference. The great piece about each of these examples is that they were able to tweak and adjust the model to fit their unique needs and audiences. For example, gathering the questions for the decks is one of the biggest challenges and each group approaches it a little differently. NAGDCA’s conference committee drafts questions, while NOA staff uses their subject matter expertise to identify them, and NASPO used a hybrid model with volunteers developing the bulk of questions and staff filling in the gaps. Can’t come up with 52 questions? Budget too small for all the printing? Scale it down and do smaller decks with more-focused questions. No session model or format is one-size-fits-all, but this is about as close as it comes. Look out, if your association is serious about high-quality engagement of adult learners without the drawbacks of “open-ended” sessions, the Discussion Deck could be on it’s way to a conference near you! **Categories:** Blog Posts **Tags:** AMR Culture, Best Practices, Engagement, Meetings --- ### [Because Of Girl Scouts](https://amrms.com/because-of-girl-scouts/) **Published:** June 5, 2018 **Author:** Rachel Hight **Content:** \#BecauseofGirlScouts I started as a Brownie in [Girl Scouts](https://www.girlscouts.org/ "Visit the girl scout website") and eleven years later, as a senior in high school, I reached the highest award in Girl Scouts — The Gold Award. During this time, I gained valuable skills and experience that has stayed with me and continues to contribute to my success today. ![Rachel Presenting for the Girl Scouts](https://amrms.com/wp-content/uploads/2022/06/IMG_3798_1-1024x768.png)Rachel Presenting Bee GreenSome of those lessons learned came from earning a badge or going on a field trip, but, the more impactful experiences came from the amazing women troupe leaders around me, one of those being my mom. These women taught me to dream big, believe in myself, be kind to others, be a servant leader, and much more. My gold award project was one of the first experiences I had with serving my community and leading a project on my own. I identify a project that would impact my community, research the issue, identify possible solutions, come up with a plan, and work with my peers to execute and educate my community. My project involved educating my community on the harmful effects of plastic grocery bags on the environment. I did initial research on the issue and then conducted my own study on how reusable grocery bags can help reduce plastic waste. I then presented my findings to five different groups of leaders in the community. This project was hard, but it paid off in more ways than just earning an award. Now, in my role at AMR, I serve as a project manager focused on process improvement and innovation. My girl scouts experience ended up being a foreshadowing for my career. Today, I follow the same steps I did when approaching my gold award — identifying the problem, conducting research, coming up with a plan, and communicating effectively with a team. I have a lot of cherished moments from that time when I first realized that I was making an impact on other people’s lives, but it was not until later in my life when I truly appreciated the impact it made on mine. I remember specifically my first presentation to a group of women working in sustainability at a big corporation. My mom asked me if I was nervous and if I thought I was ready, up until that point being nervous had not even crossed my mind. I knew I was ready and the strong women around me had taught me to be confident in myself. I got up there and knocked it out of the park. It was through that experience that I found that I ***actually liked*** public speaking and I wasn’t too bad at it. That moment empowered me to go after more leadership roles in my church, school, and beyond. ![Girl Scout Vests](https://amrms.com/wp-content/uploads/2022/06/IMG_3804-1024x910.png)As the hashtag began to trend on social media, it really made me stop and see that… \#BecauseofGirlScouts and the strong women leaders around me I gained confidence in myself. \#BecauseofGirlScouts and the girls in my troupe I had a sense of community and support. \#BecauseofGirlScouts I became a leader. \#BecauseofGirlScouts I found a career. Want to Join Rachel in using your skills in an association management company? [Check out our career page today](/careers/ "View Our Open Job Postings Here")! **Categories:** Blog Posts **Tags:** Life Skills, Problem Solving --- ### [In Kahoot! Association ManagementAccreditation Fun!](https://amrms.com/in-kahoot-association-management-accreditation-fun/) **Published:** June 6, 2018 **Author:** AMR Management Services **Content:** **The Challenge**: Making internal training about Association Management Company (AMC) accreditation fun! AMR is accredited through the [AMC Institute](https://www.amcinstitute.org/default.aspx). Every four years, the company goes through the re-accreditation process to ensure adherence to the AMCI Standard of Good Practices for the Association Management Company Industry. A critical component of the re-accreditation process is a full-staff review of the standards and Accreditation Summaries, but simply reading the almost 40-page document doesn’t ensure understanding or retention, let alone a full understanding of the importance of the standards on the business. **The Action**: The[ team at AMR](/our-people/ "View The AMR Team") working to support employee preparation for re-accreditation, Delphine Hepp, Laura Singler and Whitney Wilgus, was looking for a way to make the review fun and engaging enough to motivate staff to see the accreditation information in a new way. They used [Kahoot](https://kahoot.com/mobile-app/), an online and mobile quiz app to create a fun quiz challenge for all AMR staff. The online quiz highlighted some of the critical components of the accreditation summaries, calling attention to the details that impact each department whether or not certain employees see them day-to-day. The app gamified the review, added a dose of healthy competition, and used play to engage the staff intellectually and emotionally. **The Result**: The whole staff got into the game (in-person and the remote team), vying for spots on the leaderboard and challenging one another throughout the game. Not only focused on the points, the staff started talking between questions about the questions, realizing where they needed to look more closely at the accreditation documents to better understand internal processes. The following week, team members were still talking about the game and checking in with one another on whether they’d “brushed up” on some of the questions they’d missed. The team bonded through the learning experience and adding that dose of play engaged the adult brain in a stronger way than simply reading the information or listening to a presentation would have done. Not only did it better prepare the team for re-accreditation, it was an excellent example of a creative approach to learning that the staff can use to support association educational events! **Categories:** Case Studies **Tags:** Accreditation, AMR, Association Management --- ### [AMR Client-Partner NASCIO Named Silver Award Recipient in 2018 ASAE Power of A Program](https://amrms.com/amr-client-partner-nascio-named-silver-award-recipient-in-2018-asae-power-of-a-program/) **Published:** June 20, 2018 **Author:** AMR Management Services **Content:** LEXINGTON, Ky. (June 20, 2018) — AMR is excited to announce that long-time client-partner, the [National Association of State Chief Information Officers](https://www.nascio.org/ "National Association of State Chief Information Officers"), just received the Silver Award in the American Society of Association Executives *Power of A* program. ![The Power of A Awards Logo ](https://amrms.com/wp-content/uploads/2022/07/ASAEAaward.png)The Power of A Awards Logo The *Power of A* awards recognize associations that distinguish themselves with innovative, effective and broad-reaching programs and activities that positively impact America and the world. NASCIO’s entry was for their Deloitte-NASCIO Cybersecurity Study, a biennial report begun in 2010 that details how states are managing cyber risks. Throughout the years the study has continued to gain visibility, with this most recent release being cited in the White House’s FY19 Budget Request as the most “comprehensive study of state-level cybersecurity spending.” As NASCIO’s Executive Director Doug Robinson explained, “One of NASCIO’s goals is to advocate for information technology policy at all levels of government and this study helps us do just that. Cybersecurity is a top priority today and we know that Chief Information Security Officers (CISOs) and state Chief Information Officers (CIOs) use the study to testify in state legislatures, communicate their message to the public at large and educate their state about the importance of cybersecurity.” “We’re extremely proud of the work that AMR does in support of NASCIO,” stated Nick Ruffin, AMR President and Chief Executive Officer. “They continue to be the voice for state information technology and we are proud of our part in helping NASCIO achieve their vision.” For a full list of ASAE *Power of A* award recipients, visit the ASAE [web site](https://www.thepowerofa.org/2018/06/asae-announces-2018-power-of-a-award-winners/). Download the [Deloitte-NASCIO Cybersecurity Study](https://www.nascio.org/Publications/ArtMID/485/ArticleID/413/2016-Deloitte-NASCIO-Cybersecurity-Study-State-Governments-at-Risk-Turning-Strategy-and-Awareness-into-Progress) on the NASCIO website. **About AMR Management Services** AMR Management Services provides [professional services](/services/ "View Our Services Page") to a variety of local, regional, national and international nonprofit trade associations, professional societies and foundations. Through our passion, people and principles, AMR turns vision into action to enable client success. AMR’s core services include association management, conference and event management, marketing and creative services and technology management. More than 20 regional, national and international organizations rely on AMR for association management expertise. AMR is one of only 19 AMCs to receive the charter accredited designation by the AMC Institute and is active in the American Society of Association Executives. **Categories:** Press Releases **Tags:** Announcements, Company News --- ### [Diversity and Inclusion Case Study – Attack of the Killer Manel](https://amrms.com/diversity-and-inclusion-case-study-attack-of-the-killer-manel/) **Published:** June 20, 2018 **Author:** Molly Marsh **Content:** **The Challenge** [Manels](http://allmalepanels.tumblr.com/)…(All Male Panel) they’re a thing. It’s rarely intentional, but one of the challenges in volunteers working on components of a conference is that they aren’t always in a position to see how their individual work impacts the big picture. For the [National Association of State Procurement Officials](https://www.naspo.org), well-intentioned volunteers developing conference sessions worked to identify individuals with the best expertise on each topic. But, NASPO found that a conference pieced together by different volunteers ends up with session after session of men-only being presented as the experts in the field. The “manel” phenomenon didn’t go unnoticed, one evaluation response noted “The last few panels were devoid of women. Given the large number of women involved in procurement, and the specific challenges women face…I hope that next year the panels are more balanced.” **The Action** To address the issue of “manels” and take a stand that the organization proactively seeks to bolster underrepresented communities among the speaker base, step one was to create a Speaker Diversity and Inclusion Policy (the full text is included below). But a policy is only as good as those who carry it out. So, the next step was to use the policy as a call to action for all staff and volunteers working on events. Staff suggesting speakers or working with volunteers sought out a balance of gender, regional representation, ethnicity and other factors to broaden the potential pool of subject matter experts. Volunteers were educated on the issue and reminded to look at the overall agenda – not just the topic expertise for their session – to ensure the rich diversity of the organization was reflected fully in the event. **The Results** For one of NASPO’s events, women went from representing only 26% of speakers in 2016, to over 47% in 2017 and up to 58% in 2018. One particular topic enjoyed a 180-degree flip to feature an all-female panel discussing Information Technology issues! Not only do members of the association feel like they are more accurately represented, but by proactively acknowledging the diversity in NASPO’s membership and sharing the policy with volunteers, the conference team became empowered to include consideration of all the factors at play in selecting speakers, not just technical expertise. Volunteers are more engaged in the overall development of the program and there is a whole new wave of diversity-advocates ready to take on the “Killer Manel” for the next conference! **Speaker Diversity and Inclusion** AMR and NASPO believe inclusion of diverse perspectives is critical to the educational integrity of conferences and meetings. NASPO conference committees, work groups and staff organizers actively pursue speakers, presenters, facilitators and leaders from diverse backgrounds. NASPO will not tolerate discrimination against those in consideration for inclusion as a speaker at NASPO conferences or meetings based on race, color, national or ethnic origin, age, religion, disability, sex, sexual orientation, gender identity and expression, veteran status or any other characteristic protected under applicable federal or state law. [Follow this link to read more of our association management case studies](/case-studies/ "Click to read more of our case studies") **Categories:** Case Studies **Tags:** Best Practices, Conferences, Diversity, Meetings --- ### [How A Medical Association Used a Physical Representation of Diversity to Create a Fun and Engaging Conversation](https://amrms.com/how-a-medical-association-used-a-physical-representation-of-diversity-to-create-a-fun-and-engaging-conversation/) **Published:** July 11, 2018 **Author:** Lindsay Overall **Content:** ***The Challenge*** [The Academy of Communication in Healthcare (ACH)](https://achonline.org/ "Visit the ACH website") defines diversity as any and all differences between and among people. ACH welcomes all diversities, recognizing that various life experiences, perspectives and cultures inform and enrich their understanding of the world, each other and themselves. AMR and ACH is committed to building an inclusive organization and has identified diversification of membership as a priority action. ACH continues to make great strides in their diversity and inclusion efforts as leaders, committees, staff and members work toward this common goal for the Academy. Merging with our efforts was their second year co-locating ACH Forum, a research conference and ACH ENRICH, a healthcare communication course. While the conference and the course have uniquely different goals for the attendees, all of the attendees share a passion for communication in healthcare. The challenge was to create a means of continuing the conversation around the organization’s diversity goals at this combined meeting. ***The Action*** At the June 2018 ACH ENRICH Forum, the jointly held conference and course, we set up the “I am…” wall. Using an extra poster board stand from our poster reception, we set out the blank stand by registration with the words “I am…” printed in huge letters in the center. A table tent on a close by table asked people to share two or three words about themselves that finished the sentence “I am…” These could include identities, feelings, traits, interests or anything else! Markers, thumbtacks and bright note cards were provided for people to write about themselves and then they simply tacked them up on the poster board stand. We encouraged participation during our general sessions, through word of mouth, attendee messaging and at the registration desk. ***The Result*** The result was a fun and engaging way to allow all attendees at the course and conference the opportunity to share their unique voice while creating a feeling of inclusivity that ACH endeavors to have. While people posted anonymously, the wall helped to create connections and inspire conversations. Attendees often stopped to read the many submissions and it helped to add an additional networking opportunity for the co-located course and conference without having to add additional time to an already full schedule for the attendees. And attendees wanted to know – what are you going to do with the wall? This activity was so fun we didn’t want anyone to miss it, so, after the conference a word cloud was made with the words people wrote down as well as a video exhibiting many of the cards, which was then shared with all the attendees so the wall and what we’d learned about each other could live on beyond the conference & course. ![Word Cloud Showing Results Sister Learner Mom Mother WIfe Nurse Student Friend Grateful Physician are some of the major words showing up](https://amrms.com/wp-content/uploads/2022/07/ACH-Diversity-Case-1024x669.png)[Follow this link to read more of our association management case studies](/case-studies/ "Click to read more of our case studies") **Categories:** Case Studies **Tags:** Best Practices, Diversity --- ### [AMR Achieves AMC Institute Re-accreditation](https://amrms.com/amr-achieves-amc-institute-re-accreditation/) **Published:** July 16, 2018 **Author:** AMR Management Services **Content:** LEXINGTON, Ky. (July 16, 2018) — AMR is proud to announce that it has been re-accredited by [AMC Institute (AMCI)](https://www.amcinstitute.org/accreditation "Learn More About AMCI Accreditation"), the global trade association representing the Association Management industry. ![AMCI Accreditation Seal](https://amrms.com/wp-content/uploads/2022/07/AMCI_2018.png)AMCI Accreditation Seal Among 500-plus Association Management Companies (AMC) worldwide, only 81 have achieved AMC Institute Accreditation, demonstrating the commitment and the ability to deliver the highest level of professional management services to association and not-for-profit clients. These AMCs are the recognized choice of association and not-for-profit organizations. “We applaud AMR on this significant achievement,” AMCI Chair Michael Payne said. “AMCI accreditation requires that association management firms demonstrate adherence to operational and ethical best practices, as outlined in the AMCI standard. Accreditation distinguishes AMR’s ongoing commitment to leadership in association management.” Administered by AMC Institute, AMC Institute Accreditation is recognized and supported by ASAE & The Center for Association Leadership and is based on the ANSI Standard of Good Practices for the AMC Industry. ANSI requires that the standard be reviewed and updated regularly to remain an approved standard. Measurable performance practices include contracts and service delivery; employee recruitment, training and professional development; and financial management and internal controls, among others. AMCs must earn re-accreditation every four years, demonstrating to an independent outside auditor that they continue to meet the standard. “AMR has always valued accreditation, being amongst the first five companies ever to achieve accreditation through the program in 2002,” noted Nick Ruffin, AMR President and CEO. “The AMCI accreditation logo lets our current, and future, client-partners know just how seriously we take our job and the level of expertise we’ll bring to helping them reach their goals.” For more about AMC Institute accreditation, visit [www.AMCInstitute.org/accreditation](http://www.amcinstitute.org/accreditation "Visit the AMCI Accreditation Website"). About AMR Management Services AMR Management Services provides professional services to a variety of local, regional, national and international nonprofit trade associations, professional societies and foundations. Through our passion, people and principles, AMR turns vision into action to enable client success. AMR’s[ core services include association management, conference and event management, marketing and creative services and technology management](/services/ "View Our Services Page"). More than 20 regional, national and international organizations rely on AMR for association management expertise. AMR is one of only 19 AMCs to receive the charter accredited designation by the AMC Institute and is active in the American Society of Association Executives. **Categories:** Press Releases **Tags:** Announcements, Company News --- ### [AMR Names Nick Ruffin President and Chief Executive Officer](https://amrms.com/amr-names-nick-ruffin-president-and-chief-executive-officer/) **Published:** July 18, 2018 **Author:** AMR Management Services **Content:** LEXINGTON, Ky. (July 18, 2018) — AMR recently announced that Nick Ruffin, CAE, has assumed the position of President and Chief Executive Officer. The announcement is part of AMR’s multi-year succession planning that began in 2011 and recently culminated in former CEO John Ruffin’s retirement from the company on June 30, 2018. Nick has served as AMR’s President and Chief Operating Officer since 2011. ![AMR Executive Team - Nick DeLaine and Tracy](https://amrms.com/wp-content/uploads/2022/07/AMR-Exec-Team-1024x575.png)In conjunction with John’s retirement, ownership of AMR has been transferred to Nick Ruffin and Tracy Tucker. As part of the overall succession planning, Tucker has been elevated to the position of Executive Vice President. Additionally, DeLaine Bender, CAE, joins Ruffin and Tucker on the executive team, assuming the role of Vice President, Client Services. “First, I’d like to thank John Ruffin not only for his over 20 years of success in building AMR to what it is today, but also his long-term vision of establishing this line of succession over several years,” Nick Ruffin shared. “AMR has been able to allow John to work toward retirement as the company planned this new leadership structure, allowing us to continue our high level of client service during this period of realignment, all while providing a seamless experience for our clients and team members.” Tucker noted, “I have learned a great deal over the years under John Ruffin’s mentorship and am committed to carrying his vision forward. I’m grateful for this opportunity and will continue to focus efforts on leading AMR and helping our association partners fulfill their mission.” “AMR is poised for growth, and the energy of the professional team is palpable,” noted Bender. “I look forward to working closely with Nick and Tracy to build upon the excellent structure, innovative culture and high standards that John helped institute in the company. This is an exciting time for AMR, and I’m proud to be part of it.” About AMR Management Services AMR Management Services provides professional services to a variety of local, regional, national and international nonprofit trade associations, professional societies and foundations. Through our passion, people and principles, AMR turns vision into action to enable client success. AMR’s [core services include association management, conference and event management, marketing and creative services and technology management](/services/ "View Our Services Page"). More than 20 regional, national and international organizations rely on AMR for association management expertise. AMR is one of only 19 AMCs to receive the Charter Accredited designation by the AMC Institute and is active in the American Society of Association Executives. **Categories:** Press Releases **Tags:** Announcements, Company News --- ### [AMR Welcomes the Women’s Energy Network as Full-Service Client-Partner](https://amrms.com/amr-welcomes-the-womens-energy-network-as-full-service-client-partner/) **Published:** August 6, 2018 **Author:** AMR Management Services **Content:** LEXINGTON, Ky. (August 6, 2018) — AMR Management Services (AMR), a Lexington-based association management company serving professional societies and trade associations nationwide, is happy to announce the Women’s Energy Network (WEN) has become a full-service client-partner as of June 1, 2018. ![Women’s Energy Network (WEN)](https://amrms.com/wp-content/uploads/2022/07/Wen.png)Women’s Energy Network (WEN) WEN is an international organization for professionals working across the energy value chain. Its more than 4,000 members represent a broad range of disciplines and experience levels within energy focused companies, ranging from management and law to technology and engineering. Since its founding in 1994, WEN has expanded rapidly to 18 chapters across North America—and growing. WEN offers a variety of educational, networking, mentoring and leadership opportunities, and will host its biennial WEN National Conference in March 2019. “We were thrilled to bring WEN on as a project-based client in 2017,” noted Nick Ruffin, AMR President and CEO. “We’re even happier that WEN has chosen AMR as their full-service partner, giving us the opportunity to help them expand and grow their vision even more.” Rachel Miller, who leads the energy practice at Forbes-Tate Partners and is the 2018 National President of WEN, shared, “We chose AMR as our management partner because of their proven success with associations like ours. The relationship grew to a full-service management relationship in less than a year, because AMR demonstrated they are a true partner in our success. Our AMR team lifts the load to allow our volunteer Board of Directors to create and drive strategy. Even more importantly, they’ve demonstrated a willingness to go the extra mile for our members.” To learn more about WEN, visit their website at [www.womensenergynetwork.org](http://www.womensenergynetwork.org/) **About AMR Management Services** AMR Management Services provides [professional services](/services/ "View Our Services Page") to a variety of local, regional, national and international nonprofit trade associations, professional societies and foundations. Through our passion, people and principles, AMR turns vision into action to enable client success. AMR’s core services include association management, conference and event management, marketing and creative services and technology management. More than 20 regional, national and international organizations rely on AMR for association management expertise. AMR is one of only 19 AMCs to receive the Charter Accredited designation by the AMC Institute and is active in the American Society of Association Executives. **Categories:** Press Releases **Tags:** Announcements, Company News --- ### [Conference Networking Initiative Yields Positive Results](https://amrms.com/conference-networking-initiative-yields-positive-results-2/) **Published:** August 16, 2018 **Author:** Molly Marsh **Content:** AMR’s Molly Marsh discusses changes in conference planning with a new networking initiative that made a positive impact on the conference attendees. Looking for more education and events strategies for your association? [Contact us Today](/contact-us/ "Visit Our Contact Us Page to Reach Out For More Info on AMR Association Management")! **Categories:** Case Studies **Tags:** Conferences, Meetings, Networking, Vlog --- ### [Content Strategy – Are You Asking the Right Questions?](https://amrms.com/content-strategy-are-you-asking-the-right-questions/) **Published:** August 23, 2018 **Author:** Molly Marsh **Content:** The [power](/innovating-a-better-conference-part-four-using-design-thinking-to-enhance-association-conferences-meetings-and-events/ "Read our blog post about design thinking") and benefit of design thinking in association conferences is well documented. But, as associations, are we taking design thinking and applying it to other areas of our education and professional development offerings as well? Using design thinking and a purposeful approach to education planning helps the association ensure that not only conferences and events, but content marketing initiatives, virtual education, publications, resources, and other ongoing professional development offerings advance strategic objectives and build engagement across the organization. A comprehensive content strategy means everyone on your association’s team can be laser-focused on the desired outcomes of your education program. Members (and prospective members) get more of what they need, and you’ve saved time and energy in the process. Win! Here are the critical questions to ask yourself when setting up a content strategy for your organization: - Who is your audience? - Clearly defining your audience(s) is critical to establishing an effective content strategy. As the “Amazon” experience of customized recommendations and getting the right information in front of people at the right time is more the rule than the exception, taking the time to identify and understand your target audience (members, prospective members, the association, sponsors, other stakeholders, etc.) is critical to developing the right educational offerings for them. - What is the need? - Once you know who you’re reaching out to, you’re able to identify their preferences, pain points and areas of need. What problems are they trying to solve? Where do they need additional help? What will make them successful in a year, five or even ten? A content strategy should have clearly stated goals and outcomes with associated metrics to gauge success in achieving those goals. When you know where you’re headed and what your members, the organization and other stakeholders need, then you can tailor your effort to delivering on those needs. - What are the best delivery models or channels for the content? - Some content lends itself to micro-learning through short videos or blog posts, others may need longer format in-person training sessions. Good content strategy allows learning outcomes and objectives to drive selection of the right delivery model. In addition, research on the [science of learning](https://www.amazon.com/Make-Stick-Science-Successful-Learning/dp/0674729013) indicates that various methods of presenting the information over time is the best way to cement learning. So, taking topics, issues or content elements and selecting 2-3 different delivery models over time is more likely to lead to real learning and behavior change. - What does success mean? - Did you meet the need? Were the objectives of your organization advanced? Taking the time to review your success measures and analyze feedback from users ensures that you’re able to adapt and improve your programs over time. **Categories:** Blog Posts **Tags:** Best Practices, Design Thinking, Strategy --- ### [Event Life-Cycles: Using the Past to Prepare for the Future](https://amrms.com/event-life-cycles-using-the-past-to-prepare-for-the-future/) **Published:** August 30, 2018 **Author:** Emily Glass **Content:** AMR applies a “simple” but very effective life-cycle format for our event design and execution. Our post-event success is dependent on our pre-event structure and implementation. However, pre-event organization is only effective if the foundation laid from the previous post-event analysis is comprehensive and thorough. Hence, the life-cycle of AMR events. AMR’s Conference and Events Team uses historical data as the best predictor of current association outcomes and future association success. By referring to said data, we collect evidence supporting best/worst practices, industry/attendee trends, and emerging ideas. These metrics allow our leadership to plot the best possible forward-thinking, innovative approach for an association’s success through the design, planning, and execution of future events. AMR tracks three key elements in our post event reporting. The elements listed below allow us to intentionally set goals and metrics to achieve optimum results for the following years. ### Three Key Elements to Post-Event Reporting - **Attendee Satisfaction**: - We evaluate programming and networking opportunities over a two to three year period. - By setting goals prior to the event planning process we can use the data gathered post- event to determine if we have met those goals. - **Attendee Demographics**: - We evaluate identifying indicators of our attendees that allows us to determine the make-up of the organization. - By using said indicators, we are more effective in designing an event around the predetermined needs and desired outcomes of the event. - **Attendee Commentary**: - We evaluate our attendees’ experience in an open response format. - The additional commentary allows us to collect data that captures our attendees’ ideas, thoughts, and concerns. - We become the pulse of the industry because we have direct insight into our attendees’ mentality, opinions, and preferences. ### **Avoid Information Overload** Analyzing these three key elements, there can be an overabundance of information. And, while insightful, not all information is helpful in obtaining the overall goals of the association or event. To combat this issue and to create a designated location for all data gathered, AMR took the necessary steps and developed a comprehensive Post Event Report (PER). The PER allows us to eliminate information that is not pertinent for future events while still capturing information that will change the scope of future event design. ### **Centralize Your Data** The PER pulls information from different associations, committees, and team reports. It summarizes the wide-ranging data to make sure it is cohesive and aggregated into one place. This allows any outliers to be identified and addressed, if needed. [AMR’s Conference and Events Team](/our-people/ "View The AMR Team") uses the PER as an assessment and big-picture tool. The PER provides essential information and overall blueprint of an event, which enables our team to effectively and efficiently cross-train between associations and association team members. It also allows us to design and plan for future events, so we can continually provide a significant ROI for current and potential association partners. The historical data to form the PER is only part of our successful event lifecycle. Allow AMR to show your future based on your past! **Categories:** Blog Posts **Tags:** Best Practices, Data, Meetings --- ### [AMR Welcomes the Association for Accounting Marketing as Client Partner](https://amrms.com/amr-welcomes-the-association-for-accounting-marketing-as-client-partner/) **Published:** October 1, 2018 **Author:** AMR Management Services **Content:** LEXINGTON, Ky. (October 1, 2018) — AMR is pleased to welcome the [Association for Accounting Marketing (AAM)](https://www.accountingmarketing.org/ "Visit the AAM Website") as a new full-service client partner. ![Association for Accounting Marketing (AAM)](https://amrms.com/wp-content/uploads/2022/07/AAMLogo.png) [Association for Accounting Marketing (AAM)](https://www.accountingmarketing.org/) AAM is a national trade association focused on providing education, resources and community for marketing and business development professionals in accounting firms. Formed in 1989, AAM has grown rapidly and offers a variety of educational resources and networking opportunities. > “I am excited to have AAM and Lauren join the AMR family,” said Nick Ruffin, CAE, AMR President and CEO. “We look forward to helping AAM achieve its mission and vision.” Craig Browning, AAM President, said “AAM is enthusiastic to work with AMR to assist in our continued growth and influence in the accounting industry. During our search process we were impressed with their professionalism, proven abilities and extensive resources in the association management field.” Browning continued by saying, “We are looking forward to a long and prosperous relationship together.” Additionally, AAM’s Executive Director, Lauren Clemmer, noted, “I am pleased to be working with AMR as we feel the relationship will help us to grow as an association.” About AMR Management Services AMR Management Services provides professional services to a variety of local, regional, national and international nonprofit trade associations, professional societies and foundations. Through our passion, people and principles, AMR turns vision into action to enable client success. AMR’s core services [include association management, conference and event management, marketing and creative services and technology management](/services/ "View Our Services Page"). More than 20 regional, national and international organizations rely on AMR for association management expertise. AMR is one of only 19 AMCs to receive the charter accredited designation by the AMC Institute and is active in the American Society of Association Executives **Categories:** Press Releases **Tags:** Announcements, Company News --- ### [Elaboration - The Key to Transformative Content?](https://amrms.com/elaboration-the-key-to-transformative-content/) **Published:** November 28, 2018 **Author:** Molly Marsh **Content:** Associations create content – research and publications, conference presentations, professional development trainings, webinars and podcasts, etc. – all to support the learning and advancement of professionals in their given industry or practice. Of course, there are many reasons an association may choose certain educational offerings but, ultimately, the goal is to drive learning and build skills which professionals can use to improve their work. So why do so many association conferences seem to cover the same topics year-in and year-out? Why do we all write articles about the major trends or issues facing the industry and then see them emerge again the following year with no real progress made? Possibly because no matter how good the content is, simply consuming information will NOT drive someone to change behavior or transform their work. That’s where the concept of Elaboration comes in. In short, Elaboration means articulating new information and then applying it to something you already know. In [Make it Stick: The Science of Successful Learning](https://www.amazon.com/Make-Stick-Science-Successful-Learning/dp/0674729013 "View the book on Amazon"), authors Brown, Roedinger and McDaniel use decades of [research](https://www.ncbi.nlm.nih.gov/pmc/articles/PMC5780548/ "Read more about this research") to highlight Elaboration and other evidence-based tactics proven to enhance learning and retention. They force readers to accept that information simply “consumed” (i.e. read, heard, viewed) will never make the transition from short term to long term memory. In order to begin to shift information to longer term memory, so it can be recalled and used later when needed, the brain must work a little harder. Elaboration as a learning tool has great implications for association education and content strategy. Within a conference session or online educational offering, presenters can walk participants through the process of elaboration by asking them key questions about what the topic means to them, how it makes them think differently about something they already know or how they might see this new piece of information fitting into their existing context. For written publications or resources, closing the article with reflection questions guides the reader through the process of Elaboration and applying key themes to their own professional experiences. Best yet, the practice of Elaboration can be weaved throughout various learning platforms to support ongoing recall opportunities and continued growth of learning. For example, a particularly salient issue for the profession could be introduced via a blog post, then addressed in an interactive in-person conference session or training, followed by a webinar or podcast which further advances the discussion on the issue’s implications for the industry. By interweaving the information over time and – at each phase – incorporating opportunities to examine how the topic relates to the industry, associations can build learning that will drive real change. **Categories:** Blog Posts **Tags:** Association Management, Best Practices, Working With An AMC --- ### [Panels That Rock](https://amrms.com/panels-that-rock/) **Published:** December 11, 2018 **Author:** AMR Management Services **Content:** **The Challenge**: Find a new, fun, creative way to present a panel discussion for the 2018 [Nursing Organizations Alliance](https://www.nursing-alliance.org/ "Visit the NOA website") (NOA) Fall Summit. NOA’s membership is constituted by staff and volunteer leaders of national and international nursing organizations. In addition to a focus on nursing and healthcare topics, when NOA members convene for the Fall Summit, it’s an opportunity to connect one-on-one with peers and test new ideas that can be used to enhance their own conferences while learning valuable information to advance their organizations as a whole. With so many panels needed to address diverse topics, there is always a need for innovative ways to convey the information. **The Action**: For the session “Enhancing Your Exhibitor/Sponsorship Program – Learning from Your Target Audience” NOA selected a Newlywed Game-style format where each of the exhibitor representatives serving on the panel were asked questions about what makes a conference exhibitor or sponsor program valuable for them. For each question, the panelists wrote their answers on small white-boards and then revealed them as the moderator asked for their responses. This playful approach to the panel kick-started the conversation, allowing panelists to expand on their responses and build off one another. **The Result**: The format was a hit! The panelists had a great time with the questions presented in this way and it provided a relaxed, friendly, intimate environment – exactly what the NOA summit is all about. Participants felt comfortable asking questions of the panel, with the panel asking questions of the audience as well, resulting in a dialogue that revealed new ideas and shook some assumptions about what an exhibitor or sponsor program should be. Everyone – the panel included – left with tangible ways to enhance the relationship between association leaders and their exhibitors and sponsors and a new session format idea they can use at their events. Learning and fun really do go hand in hand! Looking for similar Education and Event strategies for your association? [Contact AMR Today](/contact-us/ "Visit Our Contact Us Page to Reach Out For More Info on AMR Association Management")! **Categories:** Case Studies **Tags:** Conferences, Meetings, Panels --- ### [Association Management Companies - Your Dream Team?](https://amrms.com/association-management-companies-your-dream-team/) **Published:** January 8, 2019 **Author:** Molly Marsh **Content:** In his book [Dream Teams](http://www.shanesnow.com/dreamteams/#reviewc "Visit the Book Website"), author Shane Snow sets out to illustrate why some diverse teams excel and some do not. His early chapters emphasize perspective and how the addition of new and different perspectives to a team can help the group uncover ideas or solutions they never could have before. He uses the illustration of a mountain range. If everyone starts hiking the range from the same starting point, you may all get to a peak, look around and say “we’ve done it, we’re at the summit.” But, if someone else starts hiking the same range from the other side, they may come to a taller, more stunning mountain that you never even knew existed. This, he argues, is one of the aspects that makes some teams great. They look for people with perspectives not like theirs who can start tackling an issue at a completely different angle, ultimately bringing everyone to a better, stronger solution. As I read the book, I couldn’t help but think about the Association Management Company (AMC) model. Particularly for small associations with a limited budget for staff, by being a part of an AMC they can enjoy a diverse range of people and perspectives working with the association. Instead of one or two full time staff who have to manage everything from governance to finance to conferences and membership, the team might be up to eight different people devoting a portion of their time to bring their unique skill set, experiences and perspective to the organization. It allows for those discoveries of new mountaintops every day. It’s helpful for individual professional development as well. Someone who specializes in membership engagement certainly looks at member information in one way, but as they are constantly exposed to the ideas shared by the conferences and events team, or creative services or finance, they can begin to see new opportunities and ideas emerge. [Staff members](/our-people/ "View The AMR Team") within an AMC broaden their perspective, becoming a Dream Team with expanded value to associations, regardless of size. **Categories:** Blog Posts **Tags:** Association Management, Working With An AMC --- ### [AMR Named Winner in 15th Annual Best Places to Work in Kentucky](https://amrms.com/amr-named-winner-in-15th-annual-best-places-to-work-in-kentucky/) **Published:** January 24, 2019 **Author:** AMR Management Services **Content:** LEXINGTON, Ky. (January 24, 2019) — AMR Management Services, a Lexington-based association management company serving more than [20 professional societies, trade associations and other nonprofit clients nationwid](/partners/ "View Our Client Partners")e, was recently named to the 2019 list of Best Places to Work in Kentucky by the Kentucky Chamber of Commerce and the Kentucky Society for Human Resource Management (KYSHRM). ![Best Places To Work 2019 Seal](https://amrms.com/wp-content/uploads/2022/07/BestPlaces2019Color.png) “AMR is proud to be recognized once again in the Best Places to Work in Kentucky program for a fifth year in a row,” said Nick Ruffin, CAE, AMR President and Chief Executive Officer. “For AMR, one of the most gratifying parts of the Best Places to Work process is that it’s feedback from our employees that make up the majority of our score. So, being a winner once again tells us that all the work we do to create a progressive and flexible workplace is paying off for our team – which is most gratifying.” The winner rankings will be announced at an awards dinner on Tuesday, April 23, 2019, at Heritage Hall in the Lexington Convention Center. About AMR Management Services AMR Management Services provides [professional services](/services/ "View Our Services Page") to a variety of local, regional, national and international nonprofit trade associations, professional societies and foundations. Through our passion, people and principles, AMR turns vision into action to enable client success. AMR’s core services include association management, conference and event management, marketing and creative services and technology management. More than 20 regional, national and international organizations rely on AMR for association management expertise. AMR is one of only 19 AMCs to receive the charter accredited designation by the AMC Institute and is active in the American Society of Association Executives. **Categories:** Press Releases **Tags:** Announcements, Company News --- ### [AMR'S Fossett and Overall Earn Certified Association Executive Credential](https://amrms.com/amrs-fossett-and-overall-earn-certified-association-executive-credential/) **Published:** February 5, 2019 **Author:** AMR Management Services **Content:** LEXINGTON, Ky. (February 5, 2019) — AMR team members Liz Fossett, Member Services Director and Lindsay Overall, Program Manager for Academy of Communication in Healthcare, an AMR client partner, recently earned the American Society of [Association Executive’s Certified Association Executive (CAE) credential](https://www.asaecenter.org/programs/cae-certification "Learn More About CAE Certification"). ![Liz Fossett Cropped Photo](https://amrms.com/wp-content/uploads/2022/06/Liz-Fossett-Author.png)Liz Fossett, CAE ![Lindsay Overall Cropped Photo](https://amrms.com/wp-content/uploads/2022/06/Lindsay-Overall-Author.png)Lindsay Overall, CAE The CAE program is designed to elevate professional standards, enhance individual performance, and designate association professionals who demonstrate the knowledge essential to manage an association in today’s challenging environment. AMR President and Chief Executive Officer Nick Ruffin noted, “AMR encourages and supports our team in expanding their association management education. With Liz and Lindsay achieving their credentials, AMR now has 12 CAEs on staff, which only make us a stronger organization for our client partners.” About AMR Management Services AMR Management Services provides [professional services](/services/ "View Our Services Page") to a variety of local, regional, national and international nonprofit trade associations, professional societies and foundations. Through our passion, people and principles, AMR turns vision into action to enable client success. AMR’s core services include association management, conference and event management, marketing and creative services and technology management. More than 20 regional, national and international organizations rely on AMR for association management expertise. AMR is one of only 19 AMCs to receive the charter accredited designation by the AMC Institute and is active in the American Society of Association Executives. **Categories:** Press Releases **Tags:** Announcements, Company News --- ### [AMR Welcomes the National Association for Children’s Behavioral Health as Client Partner](https://amrms.com/amr-welcomes-the-national-association-for-childrens-behavioral-health-as-client-partner/) **Published:** February 28, 2019 **Author:** AMR Management Services **Content:** LEXINGTON, Ky. (February 27, 2019) — AMR is pleased to welcome the [National Association for Children’s Behavioral Health (NACBH)](https://www.nacbh.org/ "Visit the NACBH website") as a new full-service client partner. ![National Association For Children's Behavioral Health (NACBH)](https://amrms.com/wp-content/uploads/2022/07/NACBH-Square.png)National Association for Children’s Behavioral Health (NACBH) NACBH is a national organization focused on advancing the field of children’s behavioral health by engaging leaders, identifying emerging best practices, and shaping legislation. Incorporated in 1992, NACBH is focused on child and family-centered advocacy efforts and is respected as an industry leader. “I am excited to have NACBH and Pat Johnston join the AMR family,” said Nick Ruffin, CAE, AMR President and CEO. “We look forward to helping NACBH achieve its important mission.” David Napier, NACBH President, in an announcement to the membership about the change said, “2019 promises to be a turning point for NACBH. Along with our board, I believe that we are about to experience some of our best times ever with increased value for all members from NACBH advocacy and educational initiatives, committees, work groups and conferences.” About AMR Management Services AMR Management Services provides professional services to a variety of local, regional, national and international nonprofit trade associations, professional societies and foundations. Through our passion, people and principles, AMR turns vision into action to enable client success. AMR’s core[ services include association management, conference and event management, marketing and creative services and technology management](/services/ "View Our Services Page"). More than 20 regional, national and international organizations rely on AMR for association management expertise. AMR is one of only 19 AMCs to receive the charter accredited designation by the AMC Institute and is active in the American Society of Association Executives. **Categories:** Press Releases **Tags:** Announcements, Company News --- ### [Volunteer Performance Feedback: The Elephant in the Room](https://amrms.com/volunteer-performance-feedback-the-elephant-in-the-room/) **Published:** March 6, 2019 **Author:** Whitney Wilgus **Content:** Volunteers are the lifeblood of our association’s efforts. Their performance affects our association’s outcomes and reputation. Despite this, associations tend to avoid giving volunteers formal feedback like the plague. Very few associations evaluate their volunteers’ performance in their roles; most cite fear of alienating the volunteer or having difficult conversations with someone already so giving of their time and talents. However, giving volunteers performance feedback is a critical component to an association’s volunteer program. When done correctly, participants assess their involvement, suggest ways to improve, and explore ways the association can better support their volunteers. Not only that, volunteers want to know how they’re doing and how their work is benefiting the organization. [Mame Porter’s Three Questions](https://getlucidity.com/strategy-resources/introduction-to-porter-s-three-tests/ "Find Out More About The Three Questions") are a deceptively simple tool that can have great impact on the volunteer, the evaluator (whether board member or staff member), and the quality of service. Porter trained teachers in Texas for years and developed these three questions as a more casual way to get to the heart of the discussion around performance: - **What did you like about what you did?** - This gives you great insight into what they like to do. If volunteers enjoy their role, they’re much more likely to succeed in it. You may also pick up on the fact that a volunteer is burnt out, and you can then talk about moving the volunteer to another role or even retiring them with honor. - **If you had the opportunity to do this again, what might you do differently?** - This bit of self-reflection allows volunteers to admit the mistakes they might’ve made and opens the door for you to share your expertise or feedback without seeming critical. - **What help do you need from me?** - By asking this question, you show that you are invested in the volunteer’s success. You may also glean from the conversation additional resources that you need to provide your volunteers. Porter’s Three Questions allows for an honest performance review while building self-esteem, course-correcting and determining next steps to move forward. Using these three easy questions, evaluators are able to share expertise without seeming critical, and volunteers come away from evaluations proud of volunteering for your association, reflecting on what did and didn’t work, and knowing they have your support. **Categories:** Blog Posts **Tags:** Membership, Volunteers --- ### [Collaborative Problem-Solving at AMR IdeaCON](https://amrms.com/collaborative-problem-solving-at-amr-ideacon/) **Published:** March 11, 2019 **Author:** Molly Marsh **Content:** I love that [AMR strives to make high quality-training and ongoing professional development](/our-culture/ "Learn more about AMR culture") available to all members of the team. But when planning the inaugural IdeaCON internal association management training conference, we knew that just providing education wouldn’t help us achieve our goals of becoming a stronger, more collaborative team… To spark a collaborative spirit, we knew we needed to do something truly collaborative as a part of the event. Don’t just talk about how nice it would be to work together, actually do it and experience the results! So, the planning team identified three common areas that impact all of AMR’s teams in different ways and for which we need to work together to be truly successful: [Basecamp](https://basecamp.com/ "Visit the Basecamp Website") (our project management tool), managing conflict and developing a data-strategy for or organization. Each AMR employee selected the topic area(s) most of interest to him/her and departments were mixed to ensure a cross-functional Project Team could tackle the issue from every angle. Through a variety of interactive exercises, from a [Crazy Eights](https://www.iamnotmypixels.com/how-to-use-crazy-8s-to-generate-design-ideas/ "Read a blog post on crazy 8s") idea-generating session to interactive role-plays and explorations of association case studies, each Project Team explored current experience with the issue, identified areas of opportunity and – ultimately – developed a series of recommendations for AMR’s ongoing growth and evolution. Using creative and interactive educational models to tackle some of the common challenges and issues we face day-to-day allowed us to do so much more than just learn from one another at the event. It provided a platform for discussion, allowed us to get to know staff members we don’t always work with closely and uncover new ideas to help improve our organization. A complete list of the recommendations from each Project Team has been shared to support the ongoing organizational improvement initiatives going on at AMR. Stay tuned for a mid-year update, we can’t wait to share how far we’ve come! **Categories:** Blog Posts **Tags:** Best Practices, Collaboration, IdeaCON, Teamwork, Working With An AMC --- ### [Bringing a Brand to Life](https://amrms.com/bringing-a-brand-to-life/) **Published:** April 16, 2019 **Author:** Julie Pelstring **Content:** **What do you think the biggest misconception of branding is?** Designing and branding is not just making something pretty. It’s choosing elements wisely based on what the brand should look and feel like, and who is going to be seeing/using your product. What vibe are you shooting for? What font, color, and language you choose – it collectively makes you feel a certain way, and that, is your brand. Once you have that in place, all the decisions become easier. **What steps do you take to create the brand?** **How do you get there?** Your brand should be something you know by heart. Start by asking it questions. Is it masculine or feminine? Does it wear glasses? Would it wear hair gel? Would it go to the club or a fancy dinner on Saturday night? It’s knowing who the brand is, its personality, **at its core**, and knowing the perception of the people who interact with it will have. Once you know that, you’ve done the hard part. Now you can create a core piece that reflects who you are. And using that as a jumping off point, or a flagship piece, which will be the basis of all future pieces. The framework of the brand gives you the flexibility to make things cohesive without being cookie cutter or exactly the same. **What’s a good example of building a brand?** When I came on board at AMR, there was a brand, but it wasn’t reinforcing what we wanted to say. Or more importantly, who we were at this stage in life. So, we asked the hard questions. [Who are we](/our-culture/ "Learn More About AMR Culture")? Who do we want to be? How do we get there? Branding is a lot like personal awareness and development. Where we landed on our brand personality was: - We wanted to be professional but approachable, so we moved to casual text (Hi, we’re AMR) - We wanted to show that our people were our best resource, so we put ourselves front and center, and used only our first names on our website and in promo materials (We’re on a first name basis at AMR) - We wanted to be modern and forward thinking, so I added a bright yellow and light blue to the color pallet and used negative space, which backgrounds and a sans serif font when updating collateral **What is one thing I can do to improve my brand?** Figure out who you are; that drives decision making. Once the brand is established, and the guiding principles are put in place, ask the question– is it in alignment with the brand? One personal way that I like to look at design is like a puzzle – Incorporating all pieces, putting them all together, and creating a core understanding among all the members of the team- that will ensure implementation is cohesive, on brand, and will deliver superior results. **Categories:** Blog Posts **Tags:** Branding, Creative Services, Marketing --- ### [Conference Engagement Hacks: Breaking the Ice without Breaking the Bank](https://amrms.com/conference-engagement-hacks-breaking-the-ice-without-breaking-the-bank/) **Published:** June 12, 2019 **Author:** Kaitlyn Wilde **Content:** Face-to-face connection time with other members is likely one of your association’s top conference value propositions. So, what do you do to spice up the traditional icebreaker session without breaking the bank? Earlier this year AMR held its inaugural event: IdeaCON. At this event AMR staff showcased several lively and economical ideas to bring a fresh face to icebreakers. **Emoji Match Welcome Activity (Icebreaker)** When you think of an icebreaker what comes to mind? Possibly, Two Truths and A Lie? Wanting to step outside the “icebreaker” box the planning team used a “matching” activity from a recent conference and created the Emoji Match Welcome Activity! Each name badge contains an emoji sticker. Attendees are asked to find their emoji match and kick off the conference with a casual and informative conversation. Questions can vary but here are some that were used at IdeaCON: 1. What’s something you want to accomplish this year? 2. Do you have any special or hidden talents? 3. What inspires you? 4. How do you define success? **Total Cost**: $7.00 for a set of 20 sheets of 48 of the most popular emojis ![Image of The Emoji Match Game](https://amrms.com/wp-content/uploads/2022/06/Hack1.jpg "Hack 2 Image")**Conversations over Coffee (Icebreaker/Continuing Conversation)** How do you keep the conversation flowing with attendees and avoid awkward lapses? Adding the Conversations over Coffee activity can help continue the conversation with each other easily over the morning cup of coffee or afternoon break. Each attendee can pick up a napkin with various questions to ask other attendees. While the attendee is encouraged to find someone new, this activity can also benefit new or developing relationships among attendees. Questions can vary, but here are some that were used at IdeaCON: 1. What recent technology innovation has made the most impact on your life? 2. Which skill would you love to learn? 3. What do you enjoy doing to relieve stress? 4. What sets apart a leader or boss to you? **Total Cost**: $58.30 for a set of 100 ![Image Of The Icebreaker Questions](https://amrms.com/wp-content/uploads/2022/06/Hack2.jpg "Hack 2 Image")**Action Plan (Post conference Activity)** The IdeaCON planning team also wanted to follow up with the attendees, not only via a post conference survey, but long term. Thus, the idea of the IdeaCON Action Plan Worksheet was created. Using resources from in-house, the planning team formulated a worksheet that the attendee filled out with their action plans and goals. The attendee then could tear off a portion and trade it with a fellow attendee. The follow up comes one month down the road when the attendees follow up with each other to see how each other is doing with their action goal/plan. **Estimated Cost**: $12.80 – 19.70 for 500 sheets of white perforated paper ![Image Of The Action Plan](https://amrms.com/wp-content/uploads/2022/06/Hack3.png "Hack 2 Image")Armstrong Williams once said, “networking is an essential part of building wealth”. The flip side of that would be it does not take wealth to build good networking. Attendees may not remember the agenda of the conference, but they will not forget the connections they make. **Categories:** Blog Posts **Tags:** Best Practices, IdeaCON, Meetings --- ### [AMR Welcomes Friends of the National Institute of Nursing Research as Client Partner](https://amrms.com/amr-welcomes-friends-of-the-national-institute-of-nursing-research-as-client-partner/) **Published:** July 2, 2019 **Author:** AMR Management Services **Content:** LEXINGTON, Ky. (July 2, 2019) — AMR is pleased to welcome Friends of the [National Institute of Nursing Research (FNINR)](https://www.fninr.org/ "Visit the FNINR website") as a new full-service client partner. ![Friends of the National Institute of Nursing Research (FNINR)](https://amrms.com/wp-content/uploads/2022/07/FNINRLogo.png)Friends of the National Institute of Nursing Research (FNINR) FNINR is a bold voice to communicate the impact of NINR’s work to elevate nursing science, improve lives and advance the nation’s health. Founded in 1993, FNINR seeks to support nursing research and advance the profession through education and delivery of outstanding health care. > “FNINR welcomes our partnership with AMR to promote the mission of NINR of promoting and improving the health of individuals, families, communities, and populations, through clinical and basic research and research training on health and illness across the lifespan,” stated Connie Delaney, PhD, RN, FAAN, FACMI, FNAP, Professor and Dean of the University of Minnesota School of Nursing and FNINR President. “We welcome the full-service partnership to enhance the Institute’s research focus encompassing health promotion and disease prevention, quality of life, health disparities, and end-of-life by employing new technologies to research questions, improving research methods, and developing the scientists of the future.” Nick Ruffin, CAE, President and CEO of AMR shared, “We are thrilled to welcome FNINR as a client-partner. They have an important and critical mission and we are proud to assist them in achieving their goals.” **About AMR Management Services** AMR Management Services provides [professional services](/services/ "View Our Services Page") to a variety of local, regional, national and international nonprofit trade associations, professional societies and foundations. Through our passion, people and principles, AMR turns vision into action to enable client success. AMR’s core services include association management, conference and event management, marketing and creative services and technology management. More than 20 regional, national and international organizations rely on AMR for association management expertise. AMR is one of only 19 AMCs to receive the charter accredited designation by the AMC Institute and is active in the American Society of Association Executives. **Categories:** Press Releases **Tags:** Announcements, Company News --- ### [Takeaways from the World Education Congress 2019](https://amrms.com/takeaways-from-the-world-education-congress-2019/) **Published:** July 24, 2019 **Author:** Molly Marsh **Content:** Molly Marsh shares her takeaways from the [MPI World Education Congress](http://wec.mpiweb.org/events/world-education-congress/archived-62b22c6a8e2941f397651ea8ee8125d5.aspx?_ga=2.161405053.139048131.1660155993-1239782201.1660155993 "Find out more about the MPI World Education Congress 2019") where she represented AMR as a session speaker. **Categories:** Blog Posts **Tags:** Membership, Professional Development, Vlog, Volunteers --- ### [AMR IdeaCON – Collaborative Problem-Solving Six Months Later](https://amrms.com/amr-ideacon-collaborative-problem-solving-six-months-later/) **Published:** August 7, 2019 **Author:** Molly Marsh **Content:** It’s difficult to believe, but we’re coming up on six months since the AMR internal professional development conference; IdeaCON. The results were wonderful, with 82.6% of participants indicating the event made them feel more connected to their peers and 73.9% responding that they learned new skills or information about association management. The qualitative feedback was probably the most persuasive, however, showing that the greatest value of IdeaCON was the chance to gather together and build relationships among the AMR team in a purposeful way. ![Two Team Members Working Together](https://amrms.com/wp-content/uploads/2022/06/Collab.png "Collab Imagary")Two AMR Team Members Working TogetherThe project team component of the program ([Click here for a refresher](/collaborative-problem-solving-at-amr-ideacon/ "Read our blog post about the AMR Idea Conference")!) was one of these key collaborative experiences for cross-functional relationship building. While certainly not every idea shared was destined for greatness, it would be difficult to look at the evolution of AMR over the last six months and not see the imprint of IdeaCON recommendations on many of the strategic changes: - **Basecamp** – Significant time and energy has been devoted (by many critical team members!) to improving and enhancing the consistency of [Basecamp](https://basecamp.com/ "Visit the basecamp website") use within the AMR team. Not only have event templates been updated, templates now exist for a wide range of association projects, calendars and initiatives. Each client has developed (or is in the process of developing) annual timelines through Basecamp, leveraging the tool across departments to facilitate better accountability to deadlines and delivery of quality services to our clients. We have also recently implemented a SuperUser group to develop a best practices guide as well as to serve as a resource for questions, tips, etc. - **Managing Conflict** – Integrated with the [Entrepreneurial Operating System](https://www.eosworldwide.com/ "Learn more about EOS on the EOS website") implementation, AMR revealed updated [organizational values](/Culture "Find out more about AMR Culture") which more accurately reflect the nature of our work community. Not only are ongoing performance conversations being held in line with these values, leadership conversations have been focused on problem-solving and open communication when issues arise. Quarterly roundtable meetings are being held between HR and employees as a way to keep the lines of communication open and to address issues and concerns in an open environment. Finally, many association clients spent the spring leveraging AMR’s Anti-Harassment and Discrimination Toolkit to develop stronger policies and procedures establishing expectations for appropriate conduct. - **Developing a Data-Strategy** – AMR is in the process of implementing the [MemberClicks](https://www.memberclicks.com/) database system for most clients, addressing one of the biggest challenges identified: centralizing data for each association. While there is still a lot of work to be done in this area, securing a stronger data solution is a critical first step. Also, part of the impetus for department realignment was to maintain the strong shared-services benefits of database expertise with the depth of knowledge that comes from more time and experience with individual clients. This shift was made – in part – to help provide more capacity for our shared services departments to think strategically about the needs of association clients and their members. **Categories:** Blog Posts **Tags:** Best Practices, Collaboration, IdeaCON, Teamwork, Tools --- ### [Content Marketing: Time Well Spent](https://amrms.com/content-marketing-time-well-spent/) **Published:** August 19, 2019 **Author:** Molly Marsh **Content:** **The Challenge:** I am sure this particular story is a familiar one for many associations! Content is developed for conferences, professional development programs, online resources, webinars, then when the event or initial announcement is done, it’s done! Associations generate a significant amount of valuable content to support their members and industry communities. Much of that information is developed, presented, then placed on a shelf – with fingers crossed that someone will come looking for it. This is where a good content marketing strategy can play in, but our client that could benefit most from this approach was struggling to overcome the perceived financial barrier. **The Action:** Now, don’t get me wrong, content marketing does require an initial investment of *time*, but it doesn’t have to mean additional investment in tools, platforms or technology. The first step in developing the 2019 content strategy was an analysis of the association’s core audiences (members and non-members) as well as a review of existing platforms and offerings. We discovered that there was great content delivered in a monthly webinar series, but they were offered during the workday when many of the association’s healthcare provider member couldn’t join. As a result, the themes, topics and lessons from those were rarely shared beyond the small group convened for the webinar. In addition, the organization relied heavily on revenue from and representation at in-person conferences, but feedback showed that few members were able to attend and therefore missing important points of connection to drive long term retention. Recognizing that platforms were already in place for live and recorded online learning, in-person events and content-driven blogs, we developed an [integrated content approach](https://powerdigitalmarketing.com/blog/building-an-integrated-content-marketing-strategy/#gref "Find Out More About Integrated Content Strategy") to highlight key topic areas across the diversity of existing platforms. **The Result:** Leveraging the content across different platforms and channels actually amplified time by expanding the reach of messages and information the organization already invested in. Following each of the early 2019 in-person events, we selected one highly rated presentation to offer again as an evening webinar, allowing those who could not attend the event to have access to critical content. As a result, 19% more members engaged with that content than would have, had it been presented only at the in-person conference. It also served as a tool to promote future in-person offerings to new, undecided audiences. Also, we posted blog articles highlighting key takeaways from the monthly webinars – along with a link to the webinar recording. Usually, only somewhere between 15-20 participate in the live webinars; the first webinar highlight blog has 184 views to date! Not only that, the recordings of the webinars featured in the blogs were viewed – on average – three times as often as those not promoted. No matter what measure you use devoting just a few hours to content marketing strategy for this association expanded their audience and amplified their reach. That is time well spent. [Follow this link to read more of our association management case studies](/case-studies/ "Click to read more of our case studies") **Categories:** Case Studies **Tags:** Best Practices, Marketing --- ### [Returning to Why](https://amrms.com/returning-to-why/) **Published:** September 9, 2019 **Author:** Molly Marsh **Content:** When is the last time you looked at – and I mean REALLY looked at – your association’s mission statement? Regardless of whether it gets prime real estate on your website, is a header for your operational documents or, perhaps, even buried somewhere in old files, in many cases it can get lost in the busy day-to-day management of the association. One of the reasons I have always loved working in associations is the opportunity to be a part of a mission-driven organization, but I too fall into this trap more than I care to admit. When I began working with the [National Association for Children’s Behavioral Health (NACBH),](https://www.nacbh.org/ "Visit the NACBH website") its [mission](https://www.nacbh.org/our-mission "View the NACBH mission statement") to build stronger communities and families through effective behavioral health leadership and policy proved to be an amazing motivator. As strongly as I felt connected to this mission, not being from a mental health background I had never really seen the impact of the community first-hand. Needless to say, I was quite eager to make my first visit to an NACBH member agency and I jumped at the opportunity to spend a couple days with the team at [Northwood Children’s Services](https://northwoodchildren.org/ "Visit the Northwood Children Services website") in Duluth, MN. What I experienced was so inspiring and motivating it is difficult to put into words; I experienced the power of *Why*. Perhaps it was just a coincidence that on my flight to Duluth I finished reading Simon Sinek’s [Start with Why](https://www.amazon.com/Start-Why-Leaders-Inspire-Everyone/dp/1591846447 "View the Amazon listing for the Start With Why Book"). If you have not read the book (or seen his [TED Talk](https://www.ted.com/talks/simon_sinek_how_great_leaders_inspire_action?language=en "View the Ted Talk") on the topic), the premise is that lots of organizations and companies are good at *what* they do and *how* they do it but that can only take you so far. Truly transformational organizations are those who are so firmly grounded in *why* that their what and how are simply manifestations of their larger purpose. I had a bit of an a-ha moment in wrapping up the book, that the AMR philosophy “turning vision into action,” is our way of expressing the *why* of association management. We don’t come to work every day to send email reminders, set up conference registrations, review financial transactions or draft meeting minutes. We come to work every day to help our client associations achieve their missions. Sure, we may do that by sending email reminders, setting up conference registrations, reviewing financial transactions and drafting meeting minutes…it makes us good at what we do – but it isn’t our *why*. The desire to use our administrative expertise to help dedicated volunteers change the world is our *why.* We’re so lucky to have the chance to live it every day, but all-too-often, we don’t. We’re so focused on accomplishing with success, the mission, vision and *why* has trouble rising to the top of our consciousness. Northwood proved to be an amazing model. Not only do they start with *why*, it is reflected in every action, every conversation, every meeting and every staff member in the organization. I spoke with probably two-dozen leaders and team members representing different programs and services and they all shared an amazing dedication to serving the kids in their care. Whether their job was CFO and negotiating new contracts, Quality Assurance Director and managing compliance, Counselors who stay up all night to check on kids in the residential centers or office staff who greet families and visitors when they arrive – everyone was crystal clear that their “job” wasn’t a specific role or function, it was contributing to the best care they could possibly give to the children and youth they serve. I returned from the trip completely overwhelmed with gratitude for the opportunity to use my skill set to help organizations and associations who do so much good for our communities. I encourage everyone to take a few moments – however you can get them – to immerse yourself in the *why* of your associations. It changes everything! Looking for more association strategies? [Contact AMR Today](/contact-us/ "Visit Our Contact Us Page to Reach Out For More Info on AMR Association Management")! **Categories:** Blog Posts **Tags:** Associations, Best Practices, Mission Statement --- ### [AMR Welcomes American Osteopathic College of Anesthesiologists as Client Partner](https://amrms.com/amr-welcomes-american-osteopathic-college-of-anesthesiologists-as-client-partner/) **Published:** October 2, 2019 **Author:** AMR Management Services **Content:** LEXINGTON, Ky. (October 2, 2019) — AMR is pleased to welcome the [American Osteopathic College of Anesthesiologists (AOCA)](https://www.aocaonline.org/ "Visit the AOCA website") as a new full-service client partner. ![American Osteopathic College of Anesthesiology (AOCA)](https://amrms.com/wp-content/uploads/2022/07/AOCA.png)American Osteopathic College of Anesthesiology (AOCA) AOCA is dedicated to the mission of promoting the osteopathic concept of disease, advancing the standards of practice, and providing an opportunity for training and education in the art and science of anesthesiology. Nick Ruffin, CAE, President and CEO of AMR shared, “AOCA has been a strong advocate of osteopathic care and the field of anesthesiology since their inception in 1952. AMR is excited that we could bring our expertise and professional services to partner with AOCA as they enter the next phase of the organization.” > “The AOCA is enthusiastically looking forward to working with AMR,” AOCA Immediate Past President Dr. Tom Costello stated. “We outgrew our previous association management firm and after an in-depth evaluation of available management companies we feel AMR is the best company to meet our needs in continuing growth and improvement of quality of services to our members.” AOCA President, Dr. Jeffrey Kyff added, “As we begin our partnership with AMR we are excited to see the next chapter of our organizational growth.” Julie Kahlfeldt will be joining the AMR team as AOCA’s executive director. Julie brings more than 20 years of experience in the association industry, particularly in the area of medical associations, having worked as the Executive Director for several orthopedic specialty societies as well as the American Society of Regional Anesthesia and Pain Medicine and the California Society of Anesthesiologists. Kahlfeldt noted, “I’m very excited to be part of this group and help AOCA as they embark on this new chapter for the organization.” **About AMR Management Services** AMR Management Services provides [professional services](/services/ "View Our Services Page") to a variety of local, regional, national and international nonprofit trade associations, professional societies and foundations. Through our passion, people and principles, AMR turns vision into action to enable client success. AMR’s core services include association management, conference and event management, marketing and creative services and technology management. More than 25 regional, national and international organizations rely on AMR for association management expertise. AMR is one of only 19 AMCs to receive the charter accredited designation by the AMC Institute and is active in the American Society of Association Executives. **Categories:** Press Releases **Tags:** Announcements, Company News --- ### [Meet The Association Management Expert Episode 1 - Advocacy](https://amrms.com/meet-the-association-management-expert-episode-1-advocacy/) **Published:** October 16, 2019 **Author:** Lindsay Overall **Content:** In this episode of Meet the Expert, Meredith Ward, [NASCIO’s](https://www.nascio.org "Visit NASCIO's website") Director of Policy and Research, shares why Advocacy is important to associations. **Categories:** Blog Posts **Tags:** Advocacy, Best Practices, Meet The Expert, Video --- ### [Meet The Association Management Expert Episode 2 - Branding](https://amrms.com/meet-the-association-management-expert-episode-2-branding/) **Published:** November 19, 2019 **Author:** Julie Pelstring **Content:** In this episode Emily Lane, [NASCIO’s](https://www.nascio.org "Visit NASCIO's website") Program and Brand Director, shares why branding is important for associations. **Categories:** Blog Posts **Tags:** Best Practices, Branding, Creative Services, Management, Marketing, Meet The Expert, Video --- ### [AMR Welcomes the Association of Biomolecular Resource Facilities as Client Partner](https://amrms.com/amr-welcomes-the-association-of-biomolecular-resource-facilities-as-client-partner/) **Published:** January 15, 2020 **Author:** AMR Management Services **Content:** LEXINGTON, Ky. (January 15, 2020) — AMR is pleased to welcome the [Association of Biomolecular Resource Facilities (ABRF)](https://abrf.org/ "Visit the ABRF website") as a new full-service client partner. ![Association of Biomolecular Resource Facilities (ABRF)](https://amrms.com/wp-content/uploads/2022/07/ABRF.png)[Association of Biomolecular Resource Facilities (ABRF)](https://abrf.org/ "Visit the ABRF website") ABRF serves over 700 members working within or in the support of resource and research biotechnology laboratories, including administrative offices in government, academia, research, industry and commercial settings. The organization has been in existence for more than 30 years and produces the well-regarded Journal of Biomolecular Techniques. > “We are excited to begin our partnership with AMR in 2020,” said Richard Cole, ABRF president-elect and research assistant professor in the Department of Biomedical Sciences School of Public Health at the State University of New York. “The value and creativity AMR presented in their management proposal were key factors in our decision to work with them and we have been impressed by their responsiveness and flexibility. We look forward to building on this collaboration to grow ABRF and elevate the services provided to our members – scientists, technologists, and leaders of shared research facilities around the world.” Nick Ruffin, CAE, President and CEO of AMR shared, “We’re happy to kick off 2020 with ABRF as a new client partner and look forward to a long and successful partnership.” **About AMR Management Services** AMR Management Services provides [professional services](/services/ "View Our Services Page") to a variety of local, regional, national and international nonprofit trade associations, professional societies and foundations. Through our passion, people and principles, AMR turns vision into action to enable client success. AMR’s core services include association management, conference and event management, marketing and creative services and technology management. More than 25 regional, national and international organizations rely on AMR for association management expertise. AMR is one of only 19 AMCs to receive the charter accredited designation by the AMC Institute and is active in the American Society of Association Executives. **Categories:** Press Releases **Tags:** Announcements, Company News --- ### [#Grateful for my AMC](https://amrms.com/grateful-for-my-amc/) **Published:** April 21, 2020 **Author:** Molly Marsh **Content:** One of the ways I have been coping with the COVID-19 crisis is by choosing to focus on the many things in my life and in the world for which I am grateful. It’s actually a practice I’ve been doing for quite a while – spending the first few moments of each morning focused on the good in my world before I get up and try to tackle the day – but it’s become almost essential to survival over the last month. I highly encourage it if you aren’t already doing it. In the moments where all of the threats in the world and the uncertainty of the future of in-person gatherings seems overwhelming, focusing on the immediate good for which you can be thankful makes it all much easier to handle. As I participated in virtual activities celebrating [Global Meetings Industry Day](https://www.mpi.org/events/gmid20 "See More About MPI GMID 20") on April 14, I experienced gratitude for being a part of an Association Management Company in a whole new way. As I watched different sessions on everything from designing virtual events to crisis communications in the midst of a global pandemic, I monitored closely the chat window in which participants from all over the world connected, asked questions, and commented on the challenges they are experiencing. I realized that there are so many people in associations and organizations who are navigating all of this mostly on their own. Of course, organizations like [MPI](https://www.mpi.org/tools/coronavirus), [ASAE](https://www.asaecenter.org/resources/roundup/issue-roundup-coronavirus), [AMCI](https://amci.memberclicks.net/coronavirus-disease-information-for-travel?option=com_community&view=profile) and industry partners are providing support on a global scale and the resources are incredible. But taking all that information and distilling it down is pretty much a full-time job on its own right now. I saw many comments from people — thankful to [have a job](/careers/ "Join The AMR Team") in this environment – but clearly overwhelmed with information and struggling to determine what to tackle next. While I was on this broadcast, I received a couple of emails from our internal Conferences and Events Department sharing articles and analysis of what’s going on in the industry right now and what is being projected for the coming months, specific to the areas in which our association clients have events. I also received feedback from our finance team on the status of CARES Act funding for the [Economic Injury Disaster Loan Emergency Advance](https://www.sba.gov/funding-programs/loans/coronavirus-relief-options/economic-injury-disaster-loan-emergency-advance "Learn more about corona virus relief options") (funding currently exhausted, but hopefully more will be made available!) and an update from our Association Administration department on our association management system’s resources for extending grace periods for membership dues. I realized right then how lucky I am. I don’t have to feel overwhelmed by the information, because with experts throughout my [AMR team](/our-people/ "View The AMR Team") focused on each component of the COVID-19 crisis impacting our associations, I can focus on the strategic aspects of keeping my association clients moving forward. In that moment, I experienced a whole new sense of gratitude and now each day when I wake up, being thankful for my AMC is at the top of my list. [Looking for an association management company that cares? Contact AMR Today!](/contact-us/ "Visit Our Contact Us Page to Reach Out For More Info on AMR Association Management") **Categories:** Blog Posts **Tags:** Collaboration, Covid, Management, Working With An AMC --- ### [Virtual Meetings - First Steps White Paper](https://amrms.com/virtual-meetings-first-steps-white-paper/) **Published:** April 27, 2020 **Author:** AMR Management Services **Content:** **Why a Virtual Event?** Virtual events are held for the same reasons as in-person events: to deliver your association’s message to drive leads and revenue, drive adoption, and build loyalty lifetime value. When deciding whether to make your event virtual, consider what you hope to gain from the event and how well those goals can be reached virtually versus in-person. - **Accessibility**: While the event is still being held in-person, virtual options allow you to accommodate attendees who are unable to attend in person. - **Budget**: Your organization needs to cut costs and making smaller events and webinars virtual can help move money to the biggest event of the year that brings in the largest number of leads. It also helps to have a virtual or hybrid option when attendee budgets to travel are a concern. - **There’s no other option**: Whether due to the extreme weather, travel bans, or an act of God, you’re forced to make your in-person event virtual or cancel it altogether Click on the image below to read our PDF on Virtual Meeting First Steps. [![](https://amrms.com/wp-content/uploads/2022/06/Virtual-Cover-785x1024.png)](/wp-content/uploads/2022/06/AMR-WhitePapers2020-VirtualEvents-external.pdf) **Categories:** Blog Posts **Tags:** Best Practices, Covid, Meetings, Virtual --- ### [Government Runs on IT: Especially During a Pandemic](https://amrms.com/government-runs-on-it-especially-during-a-pandemic/) **Published:** April 30, 2020 **Author:** Amy Glasscock **Content:** “Expect surprises.” That’s what [National Association of State Chief Information Officers (NASCIO) ](https://www.nascio.org "Visit The NASCIO Website") executive director and [AMR Team member](/our-people/ "View The AMR Team") Doug Robinson always reminds his staff. But I think none of us could have expected the surprise of a global pandemic which would send us all home to work, cause us to cancel our spring conference, and require us to shift our priorities overnight. In early March as we saw the COVID-19 virus starting to spread in the United States, we dusted off an old document from 2007 that NASCIO had published around planning and response to a pandemic. During the second week of March using the old publication as an outline, we wrote, edited, revised and finally published a new document, “[COVID-19: Planning and Response Guidance for State CIOs](https://www.nascio.org/resource-center/resources/covid-19-planning-and-response-guidance-for-state-cios/ "Read more on the NASCIO Website").” We also built a COVID-19 resource page on our website. This was on Thursday March 12. That evening we all packed up our laptops and other technology so we could spend the next day trying out working from home (you know, just in case). We never went back to the office. During that second week of March we also started holding bi-weekly calls for our state CIOs to share, discuss and ask questions of each other based on challenges they were facing around COVID-19. State CIOs are responsible for the enterprise technology of their state governments. From providing the rapid and expansive implementation of remote work for the states’ workforces, to supporting and upgrading overburdened systems, to fending off cybersecurity attacks, state CIOs are critical in the continuity of government during the COVID-19 pandemic. State government is operating right now largely because of technology. Our job right now as a state government association is to support them. Providing a regular platform for interaction is just one way to do that. NASCIO holds similar calls for state chief information security officers. To provide more sharing and learning opportunities for members, NASCIO doubled up on publishing our podcast, [NASCIO Voices](https://www.buzzsprout.com/704052 "Listen To the Podcast"), talking with state CIOs about how they are responding to COVID-19. Instead of publishing every other week, we started publishing every week for this special series. And finally, NASCIO ‘s government affairs work continues by advocating for NASCIO-endorsed H.R. 5823, the State and Local Cybersecurity Improvement Act, which Congress is considering adding to additional COVID-19 stimulus legislation, as well as monitoring any possible funding for state and local government. As some state CIOs start to think about what the return to the workplace looks like, we’ll be there for those conversations too, updating our guidance document as things progress and bringing our members together (remotely for now) to share. While they provide the continuity of government, we will make sure NASCIO remains adaptable and relevant, no matter what surprises are on the horizon. **Categories:** Blog Posts **Tags:** Collaboration, Covid, IT, Technology --- ### [FNINR Recognition of Nurse Scientists on the Frontline of COVID-19](https://amrms.com/fninr-recognition-of-nurse-scientists-on-the-frontline-of-covid-19/) **Published:** May 6, 2020 **Author:** Heather Scott **Content:** Our nation has become increasingly dependent on the expertise and dedication of our healthcare workers during the COVID-19 pandemic and AMR is proud to represent so many healthcare associations. One of AMR’s newest [client partners](/partners/ "View Our Client Partners"), [The Friends of the National Institute of Nursing Research](https://www.fninr.org/ "Visit the FNINR Website"), has a mission to provide resources to support nursing research and advance the mission of the NINR. FNINR supports the work nurse scientists do every day, and this work and mission feel especially important during the COVID-19 pandemic. The research done by nurses and nurse scientists is crucial to battling the novel coronavirus and providing the best healthcare to patients as is possible. To shed light on some of the nurse scientist heroes on the nation’s front lines, FNINR reached out to the nurse scientist community and asked for the stories of nurse scientists fighting to contain and eliminate COVID-19. We were blown away by the multiple stories pouring in from nurse researchers across the country. We have [begun highlighting](https://www.fninr.org/index.php?option=com_dailyplanetblog&category=covid-19 "Read more on the FNINR website") these courageous individuals and their teams. Some of those stories include: - [Shanina Knighton](https://www.fninr.org/index.php?option=com_dailyplanetblog&view=entry&year=2020&month=04&day=26&id=51:covid-19-nurse-scientists-on-the-front-line-shanina-c-knighton "Read more on the FNINR website"), from Case Western Reserve University, is using science to advocate for, develop, and implement infection prevention polices. - [Ellen Smithline](https://www.fninr.org/index.php?option=com_dailyplanetblog&view=entry&year=2020&month=04&day=23&id=57:covid-19-nurse-scientists-on-the-front-line-ellen-smithline "Read more on the FNINR website"), from University of Massachusetts, helps develop effective personal protective equipment (PPE) compliant face shields. - [Jane Muir](https://www.fninr.org/index.php?option=com_dailyplanetblog&view=entry&year=2020&month=04&day=28&id=58:covid-19-nurse-scientists-on-the-front-line-jane-muir "Read more on the FNINR website"), from University of Virginia Health, is a second year PhD nursing student studying nurse burnout in the emergency department. Other nurse researcher stories include: ethical challenges on the frontline; the care of nursing home residents; and long-term social effects of the pandemic. You can view all of the stories shared thus far and in the future on the [FNINR website](https://www.fninr.org/index.php?option=com_dailyplanetblog&category=covid-19 "Read more on the FNINR website"). It is FNINR’s hope that in sharing these messages, we can continue to educate policy makers and the public about the important role of nurse scientists and, more importantly, spread hope for our country that our best and brightest are fighting this pandemic with all they have. **Categories:** Blog Posts **Tags:** Covid, Membership, Recognition --- ### [Contracts and Event Cancellations: Lessons Learned](https://amrms.com/contracts-and-event-cancellations-lessons-learned/) **Published:** May 12, 2020 **Author:** Will Engle **Content:** Due to the [coronavirus pandemic](https://en.wikipedia.org/wiki/COVID-19_pandemic "Learn More About The Pandemic"), there have been an unprecedented number of event cancellations and postponements in 2020. Since early March, as of this writing, we have cancelled 13[ AMR client](/partners/ "View Our Client Partners") events through June, with still much uncertainty surrounding the rest of the year. Throughout this time, we have come away with some lessons learned related to the thought process regarding cancelling events. **Timing of the Decision** Probably the most important lesson learned is that you should NOT make a decision, officially or unofficially, on cancellation until you’ve gotten all of the information in place and know all of your options. The minute a decision is made to cancel, the contract becomes void. Why is this important? Because once the contract becomes void, the conditions at the time in which the cancellation is made will be used to determine whether the contract was cancelled with cause (without liability) or cancelled without cause (with liability). For example, let’s say you have a July event in Indianapolis. The state of Indiana is following CDC guidelines regarding bans on large gatherings, and the current guidelines go through May 10. If the group makes the decision in early April to cancel the July event, conditions do not currently exist to cancel with cause, or without liability. It is simply too early to know what July will be like, and what conditions will be in place at that time. (There is a case to be made for conditions in place long enough for insufficient lead time – more on that later.) It’s highly probable, however, that even if it’s too early to legally make a claim to cancel without cause, the group’s leadership is getting pressure to make a decision, given the current global circumstances, and the perception that it’s the “right” thing to do. Given that an outright cancellation would result in a sizeable financial loss to the association, what are the options? Wait as long as possible to make a decision, and during that time, do the research to find out if/when you have a case for cancellation for cause, and begin a negotiation with the hotel to try and mitigate any financial loss if a cancellation for cause cannot be found. **Cancelling for Cause** On the surface, it would seem like a global pandemic is a classic Force Majeure case, allowing groups to cancel without liability. For most hotel contracts, however, in order to cancel without liability, it must be *illegal* or *impossible* to hold the event. “Being a good global citizen” and “flattening the curve” are not, by themselves, illegal or impossible. Look for things like government bans on travel or large gatherings, institutional bans on travel, and CDC recommendations on large gatherings. One thing to note: if the ban/guidance remains in effect until past the point the group is unable to “realistically and reasonably prepare” for a meeting by its event start (insufficient lead time), then the force majeure clause can still excuse performance. Showing inability to prepare for a meeting realistically and reasonably can be difficult to do, however. Look for things that would incur additional risks and/or expenses, such as print deadlines. Be prepared to explain your case for cancellation, and if you think it would be a contested case. Low estimates for litigating are $80K-$100K in legal fees, plus potentially paying for the hotel’s legal fees if you lose. **Hotel Negotiation** If a cancellation for cause does not exist, your next step would be to reach out to hotel and begin to explore options. Ask questions such as: in light of current conditions, are you waiving cancellation fees? If not, and we decide not to have our meeting on the scheduled dates, would you consider a rebooking in lieu of paying liquidated damages, or a rebooking with credit (preferably 100%) of liquidated damages towards the new event? If we move forward with the meeting, but expect smaller attendance, will you waive contracted minimum revenue numbers? **Remember**: make it absolutely clear that no decision to cancel has been made, but that you’re only exploring options at this time. **Conclusion** Get all of your options together to present to your group’s leadership, including costs. When calculating costs, include all vendors and budget items paid that can’t be refunded or recouped, as well as any revenues that would be refunded. Help guide them to weigh the risks and understand the risks of each situation; and realize that they may be making the best of several bad choices. **Categories:** Blog Posts **Tags:** Cancellations, Contracts, Meetings --- ### [As a United Group We Can Change The World](https://amrms.com/as-a-united-group-we-can-change-the-world/) **Published:** June 8, 2020 **Author:** Nick Ruffin **Content:** > “We [stand against racism and violence](https://blacklivesmatter.com/ "Visit The Black Lives Matter Website") and pledge to work alongside our staff, friends, families and community to help make the changes we all seek. At AMR we like to say that we are in the business of helping associations change the world. We abhor the tragic deaths of not only George Floyd in Minnesota and Breonna Taylor here in our home state of Kentucky, but also the countless other names that we all know – as well as the ones we don’t. We have hope and belief that as a united group we can change the world.” > > -Nick Ruffin > AMR President and CEO **Categories:** Blog Posts **Tags:** AMR, Change --- ### [AMR Announces Two New Directors](https://amrms.com/amr-announces-two-new-directors/) **Published:** June 23, 2020 **Author:** AMR Management Services **Content:** LEXINGTON, Ky. (June 23, 2020) — AMR Management Services, a Kentucky-based association management firm, is happy to announce that two key staff members – Julie Pelstring and Mike Cooke – have been promoted to director positions. These newly created roles will better position AMR’s team to serve our clients’ increasing needs. ![Julie Pelstring](https://amrms.com/wp-content/uploads/2020/06/JuliePelstring.png)Julie Pelstring Pelstring has been named AMR’s Creative Director. In this new role, she will provide our client-partners with design and branding expertise that will elevate their visual presence and strengthen their brand awareness. Pelstring has been providing design solutions for AMR since 2017, and has been an in-house design professional for 15 years. ![Mike Cooke](https://amrms.com/wp-content/uploads/2020/06/MikeCooke.png)Mike Cooke Cooke has been promoted to the position of AMR’s Director of Web Strategy. An AMR employee since 2014, his talents include data analysis, web design and implementation of digital technology solutions. A strong web presence is necessary in ensuring our client-partners continue to reach their audiences and bring in new members, this new role will enable him to lead the AMR web team and better navigate the digital landscape. “Both Mike and Julie have been integral parts of AMR’s creative design and web services for several years,” said Nick Ruffin, AMR President and CEO. “Expanding their roles and modernizing the structure of our creative team are the next steps in AMR’s growth in this area, allowing us to provide our [client-partners](/partners/ "View Our Client Partners") with even more services to increase their market presence.” **About AMR Management Services** AMR Management Services provides [professional services](/services/ "View Our Services Page") to a variety of local, regional, national and international nonprofit trade associations, professional societies and foundations. Through our passion, people and principles, AMR turns vision into action to enable client success. Looking to start your career in association management? [Visit our career page to see our current openings](/careers/ "Visit our career page to see our current openings"). **Categories:** Press Releases **Tags:** Announcements, Company News --- ### [Shared Services Collaboration – Applied Problem Solving](https://amrms.com/shared-services-collaboration-applied-problem-solving/) **Published:** July 27, 2020 **Author:** Molly Marsh **Content:** **The Challenge** In a world with almost instant online banking and the ability to transfer funds to a friend’s bank account at the click of a button – waiting 2-3 weeks for a check reimbursement for your association is practically an eternity and this delay was a big concern for the [Association of Biomolecular Resource Facilities](https://www.abrf.org "Visit the ABRF website") (ABRF) in preparing reimbursements from the 2020 Annual Meeting. AMR’s sophisticated, secure (and cost-effective) platform is available to issue ACH payments, which are typically received within days — but the big snag was data security on the input-side. Existing models of reimbursement didn’t provide the level of security needed to accept necessary user data *and* keep user’s banking information safe. **The Action** It started with detailed conversations with ABRF about the needs, concerns, and workflow. Understanding the previous experiences, how financial information needed to be reported, and the end-user impact of system delays helped articulate the specific pain points to address. In collaboration, the account team and Finance team researched a wide range of tools and platforms, working to identify what could be incorporated and implemented with existing systems in an affordable and secure way. There were no shortages of snags, starts, and stops in looking for a workable solution, but by maintaining open communication and open minds in hitting any roadblock, the teams worked together to identify a solution that works not just for ABRF needs, but for all AMR clients. **The Results** The effort was noted and appreciated by ABRF, who had been searching for a management team that was willing to invest the time and energy to identify the right solution to address the challenges of the modern association world. As a result of the collaboration, all of AMR’s clients have the ability to offer ACH transfers as quicker, simpler and less costly payment options for expense reimbursement. It has contributed to greater efficiency, positive working relationships and a stronger data-security mindset in client services. [Follow this link to read more of our association management case studies](/case-studies/ "Click to read more of our case studies") **Categories:** Case Studies **Tags:** Finance, Shared Services --- ### [In-Person Conference COVID-19 Protocol: Vaccine Requirement](https://amrms.com/in-person-conference-covid-19-protocol-vaccine-requirement/) **Published:** November 18, 2021 **Author:** Lisa Thompson **Content:** **The Challenge** [The National Association of State Chief Information Officers](https://www.nascio.org "Visit the NASCIO website") (NASCIO) planned an in-person Annual Conference in October of 2021 while the effects of the COVID-19 pandemic lingered. The NASCIO conference experience is one of networking and collaboration. The challenge for the team was delivering on the expectations of a NASCIO experience while keeping staff and attendee health and safety at the forefront. **The Action** From the onset, NASCIO and their hotel worked to put various protocols in place around food preparation, masking, hand sanitizer, etc. However, the current masking policy for NASCIO’s Seattle hotel was masking in all public areas except when actively eating or drinking. Knowing that the highest risk of potential COVID spread at a conference is when attendees are eating and drinking – large meal functions and networking receptions – the NASCIO team feared that only following the masking policy alone would not provide adequate protection for their attendees and put them in high-risk situations. Again, keeping the health and safety of attendees at the forefront while working to provide the experience that NASCIO members expect from a conference, the NASCIO Executive Committee determined that all attendees must provide either proof of full vaccination or a negative PCR COVID-19 test taken no earlier than 72 hours upon arrival. Additionally, to ensure the policy was upheld, all attendees went through a security check where they presented their vaccination or test information to third-party security representatives upon arrival. Once the proper documentation was presented, security provided the attendee with a ticket that they presented at registration to check-in and receive their badge. If a ticket was not presented at registration, they were sent directly to security. Once the badge was received, no further security checks were necessary. **The Results** The result of NASCIO’s COVID-19 protocols was an overwhelming success: 1. Prior to the announcement of these protocols, NASCIO’s registration was very slow. While the group expected a lower than usual registration, current registration was less than half of a typical conference. Once the announcement was made about the vaccination/negative test requirement, NASCIO receive multiple emails thanking the organization for these steps with many saying it was the only reason they were attending. There were no negative responses from members and registration for the event went from less than 50 percent of the typical registration to 80 percent. 2. NASCIO put together an aggressive communications plan to ensure all attendees knew what was required. Additionally, the organization had a list of area clinics where a PCR COVID test could be obtained should an attendees arrive without the proper credentials. The group was happy to report that every attendee was prepared and presented the necessary documentation and no one was turned away or had to find a test on-site. Another fantastic statistic was that 99 percent of the conference attendees were vaccinated! 3. Finally, NASCIO communicated guidelines to attendees on their duty to report and an anonymous reporting structure should they receive a positive COVID diagnosis up to 14 days following the conference. Four days after the conference NASCIO did receive one report of a positive test. All attendees were notified and reminded of the duty to report with instructions on how to submit. No additional reports were received. [Follow this link to read more of our association management case studies](/case-studies/ "Click to read more of our case studies") **Categories:** Case Studies **Tags:** Conferences, Covid, Meetings --- ### [ACH Research Forum](https://amrms.com/ach-research-forum/) **Published:** August 5, 2020 **Author:** Laura Singler **Content:** **The Challenge**: Adjust an in-person scientific research conference to a virtual conference at less than eight weeks out in the midst of a pandemic. As many associations have experienced as well, the [Academy of Communication in Healthcare (ACH)](https://www.achonline.org/ "Visit the ACH website") had to make the difficult decision to cancel their in-person conference scheduled for the end of June in Austin, Texas. A lingering challenge remained, should ACH try to convert the cancelled in-person conference to virtual? With less than eight weeks to plan and execute, could ACH provide a valuable educational opportunity to its members and attendees that would offset the loss of an in-person experience? **The Action**: ACH looked at the budget implications to provide the virtual experience and polled prospective attendees about their desire to attend virtually. Scientific abstracts had already been submitted and reviewed and given the interest by prospective attendees, the ACH Board agreed to move forward with the virtual conference. ACH staff and the conference planning committee recreated a schedule that addressed the timing needs of various time zones while also keeping in mind screen fatigue. Registration rates were adjusted down significantly for the virtual conference to allow for more accessibility and a sponsor was sought to help offset expenses. The agenda was updated to add timely topics for general sessions that had surfaced through the pandemic and a second round of abstract submissions was opened so that the conference would be able to share the latest healthcare communication research related to COVID-19. ACH staff researched platforms and best practices for virtual conferences and the conference planning committee shared their collective experience and expertise so that the virtual experience could be set up to maximize relationship building, exposure for abstract presenters and educational opportunities during a time when many people are facing varying challenges due to the pandemic. **The Result**: The virtual conference was a hit! - Overall attendance increased by 150% compared to the previous in-person conference - The accessibility of the virtual conference allowed for representation from 21 countries versus four at the previous in-person conference - The number of presenters nearly doubled, going from 90 at the previous in-person conference to 165 at the virtual conference As ACH strives to increase inclusivity, ACH was thrilled to be able to include so many more people and perspectives in the conference through the increased accessibility brought by the virtual conference. The sponsor for the conference was very pleased with the results of the offerings provided by the virtual conference sponsorship. Conference evaluation results were very positive calling the virtual conference inspiring, engaging, diverse, and powerful, and there is a clear desire for continued virtual access in the future. Need help going virtual or hybrid? [Reach out to AMR for Education & Events help today!](/contact-us/ "Visit Our Contact Us Page to Reach Out For More Info on AMR Association Management") **Categories:** Case Studies **Tags:** Conferences, Meetings, Virtual --- ### [AMR Welcomes the Society for Obstetric Anesthesia and Perinatology and the Consortium of College and University Media Centers as Client Partners](https://amrms.com/amr-welcomes-the-society-for-obstetric-anesthesia-and-perinatology-and-the-consortium-of-college-and-university-media-centers-as-client-partners/) **Published:** December 16, 2020 **Author:** AMR Management Services **Content:** LEXINGTON, Ky. (December 16, 2020) — AMR Management Services, a Kentucky-based association management company serving national and international nonprofit associations and professional societies, is pleased to welcome two new full-service client partners. On December 1, the Society for Obstetric Anesthesia and Perinatology (SOAP) and the Consortium of College and University Media Centers (CCUMC) joined the AMR family. ![Society for Obstetric Anesthesia and Perinatology (SOAP)](https://amrms.com/wp-content/uploads/2022/08/SOAPLogo.png)Society for Obstetric Anesthesia and Perinatology (SOAP) [SOAP](https://www.soap.org/ "Visit the SOAP website") is dedicated to the mission of improving the pregnancy-related outcomes of women and neonates through the support of obstetric anesthesiology research and educational outreach by bringing together practitioners of several specialties to meet and discuss clinical practice, basic and clinical research, and practical professional concerns. > “We selected AMR as our society management partner because of the high level of expertise they provide,” said Ruth Landau, M.D., President of the Society for Obstetric Anesthesia and Perinatology. “We feel confident AMR has the capabilities, tools and resources to help us achieve our vision.” ![Consortium of College and University Media Centers (CCUMC)](https://amrms.com/wp-content/uploads/2022/07/CCUMCLogo.png)Consortium of College and University Media Centers (CCUMC) [CCUMC](https://www.ccumc.org/ "Visit the CCUMC Website") provides a forum for information exchange for the providers of media content, academic technology, and support for quality teaching and learning at institutions of higher education. > “CCUMC is excited to choose AMR as our association management company, essentially becoming the new home of our organization. We didn’t take this process lightly and, following thorough vetting of a number of firms, chose AMR for their professionalism, complete suite of resources, cultural fit, and success managing other established organizations,” stated Gina M. Sansivero, CCUMC President. “As CCUMC continues forward, we are thrilled to have AMR by our side to help increase membership, establish new and valuable member benefits, execute our strategic plan, and maintain the sense of community that is so unique to CCUMC as an organization and which keep renewals up year over year.” > > “We couldn’t think of a better way to close out 2020 than by welcoming these two outstanding organizations,” stated Nick Ruffin, CAE, President and CEO of AMR Management Services. “AMR looks forward to helping both groups grow and expand their critically important work.” **About AMR Management Services** AMR Management Services provides [professional services](/services/ "View Our Services Page") to a variety of local, regional, national and international nonprofit trade associations, professional societies and foundations. Through our passion, people and principles, AMR turns vision into action to enable client success. AMR’s core services include association management, conference and event management, marketing and creative services and technology management. More than 25 regional, national and international organizations rely on AMR for association management expertise. AMR is one of only 19 AMCs to receive the charter accredited designation by the AMC Institute and is active in the American Society of Association Executives. **Categories:** Press Releases **Tags:** Announcements, Company News --- ### [NAP - New Year, New Look!](https://amrms.com/nap-new-year-new-look/) **Published:** February 2, 2021 **Author:** Melanie Bowser **Content:** The beginning of a new year marks a time when many people make positive changes. This year, [the National Academies of Practice (NAP](https://www.napractice.org/ "Visit the NAP Website")) launched a new logo, new color scheme, and new tagline that we are confident will bring positive energy to our mission of advancing inter-professional healthcare! Great organizational brands are often simple, but strong. They more often are born from a solid foundation – including a cohesive mission and vision for the company or organization. NAP had this foundation, but as we started approaching our 40th anniversary, leadership began wondering if our logo and brand were the right fit. The logo was chosen initially to represent the fact that as healthcare leaders from multiple disciplines, our members advocated for healthcare in the best interest of patients and as a united healthcare team as opposed to operating in silos in individual specialties. NAP was primarily an honorific organization: ![Old NAP Logo](https://amrms.com/wp-content/uploads/2022/06/NAP-Old-Blog.png "Old NAP Logo")Over the last 40 years, however, inter-professional care has grown and taken shape and NAP has grown to represent 14 professions (each with its own academy within NAP). The concept of healthcare providers working together for the best quality care is being taught and practiced on an increasing basis. NAP leaders now desired a logo that would better represent the interconnections and collaboration that they embraced. Great brands are also born from the collective input and perspective of an organization’s members, leaders, and stakeholders. AMR and NAP partnered with [Big Voice Communications](https://www.bigvoicecomm.com/ "Visit The Big Voice Website"), a full service public relations and marketing agency, to embark upon the work of creating our new look. Big Voice met with representatives of all of these groups to find out what the identity, value, and personality of the association embodied. All of the efforts were couched with the goal of ensuring NAP had a brand that would take us into the future, signaling after 40 years it is a new era for interprofessional and collaborative care. As a huge bonus, Big Voice engaged leaders in creating, for the first time, a tagline for NAP that would very quickly and effectively explain why we exist. We believe the results speak for themselves! ![New NAP Logo](https://amrms.com/wp-content/uploads/2022/06/NAP-New-Blog.png "NAP New Logo")The rebranding process provided a unique opportunity for our organization to pause and consider how we want to be portrayed to the world. We decided to spell the name of the organization out in its entirety (even though internally we will continue to refer to it under its acronym). We also discontinued the individual academy logos we previously used; again, to emphasize the unity we strive for in healthcare as opposed to silos. The interconnected and overlapping lines better represent our collaboration and the navy and green colors are contemporary and visually pleasing. We are excited to kick-off 2021 with this new and engaging brand presence! [Contact AMR to see how we can help you with your Association Rebranding Initiative](/contact-us/ "Visit Our Contact Us Page to Reach Out For More Info on AMR Association Management"). **Categories:** Blog Posts **Tags:** Branding, Rebranding --- ### [From Black Friday Chaos to Single File Line: Organizing the Sponsor Registration Process](https://amrms.com/from-black-friday-chaos-to-single-file-line-organizing-the-sponsor-registration-process/) **Published:** April 13, 2021 **Author:** Lisa Thompson **Content:** **The Challenge** [The National Association of State Chief Information Officers (NASCIO)](https://www.nascio.org/ "Visit the NASCIO website") provides its corporate members the opportunity to sponsor at two conferences each year – their Midyear and Annual Conferences. As the demand for the sponsorships have increased over the years, the association heard from their members that the buying process had become very stress-inducing as packages were selling out very quickly, making many potential sponsors feel a panic in the buying process producing a less than optimal experience. As an example, for the last Annual Conference, more than 70 sponsorship packages sold out in less than 10 minutes. NASCIO had to find a way to improve their sponsorship buying experience. **The Action** The NASCIO team had been monitoring the sell-out times for sponsorship packages for the past three years, with the time decreasing each year and the member complaints and stress increasing. Additionally, the team had to devise a solution that not only had to slow down the process to eliminate the stress and panic without making the process too long and onerous. It also had to uphold the association’s concerns that the process ensured a fair and equal opportunity to all members who wished to sponsor. Finally, the team has always shared information on available sponsorships months in advance of opening them for sale, so they knew that most members had their top sponsorships in mind and that the actual time needed to secure a sponsorship package would likely be 60 second or less as the process is relatively simple. **The Result** After much research – and a little trial and error – the NASCIO team launched its 2021 Midyear Conference sponsorships utilizing [Queue-It](https://queue-it.com/ "Visit the queue it website") – a system developed to cope with website traffic congestion by directing visitors to a queue where they can wait until access can be facilitated. A third-party provider, Queue-It worked with NASCIO to put potential sponsors in a queue based on their arrival to the website, allowing only one person to be in the sponsorship buying portal at a time. Each shopper was told that they would have 60 seconds to complete their purchase before another shopper would leave the queue and enter the shopping portal. Each member who was in the queue knew their place in line and the estimated wait time. The result was another sellout. This time, however, the entire process took just over 30 minutes and member satisfaction was greatly increased. The Queue-It system allows you to track the average shopping time, number of shoppers in the queue and average wait time for shoppers in real time. Much as the team expected, the average person took less than 60 seconds to complete their purchase. Overall, the experience was outstanding for both the members and staff and will be continued for future sponsorship offerings. [Find out how AMR can help you with event strategies like these for your next association event](/contact-us/ "Visit Our Contact Us Page to Reach Out For More Info on AMR Association Management"). **Categories:** Case Studies **Tags:** Best Practices, Conferences, Meetings, Registration, Sponsorship --- ### [COVID Deja Vu](https://amrms.com/covid-deja-vu/) **Published:** August 10, 2021 **Author:** Molly Marsh **Content:** Headlines: [Florida COVID Hospitalizations Break Record for 3rd Day](https://www.miamiherald.com/news/coronavirus/article253255273.html "Corona Virus In Miami") [New Jersey governor announces statewide mask mandate in schools](https://www.cnn.com/us/live-news/coronavirus-pandemic-vaccine-updates-08-06-21/h_3ac765b5bc9bfb315aa5f56dffbc6d6e "Corona Virus In New Jersey") [California Covid Cases Jump 50% In 24 Hours](https://deadline.com/2021/08/california-covid-cases-jump-fifty-percent-in-one-day-1234810588/ "Corona Virus in California") No, that’s not from April 2020, or even December 2020 at the height of the COVID-19 global pandemic. Those headlines are from August 2021 – over 17 months into the United States’ pandemic response. Whether we want to believe it or not the fourth wave is upon us, as is an eerie sense of déjà vu as we evaluate the safety of in-person meetings for our associations. The good news is, as disappointing as it may be, we face this reemergence with a confidence that was unimaginable a year ago. Why? Because we’re set up for this now! We’ve been through this before and we understand what it takes. So, how is this wave of COVID and evaluation of our events and educational programs different? **We’re comfortable being uncomfortable** – Early in the pandemic, we were desperate to find the one tool, one platform, one model that solved all our problems and magically created a perfect virtual event. It was painful at times, but we learned there *isn’t* one checklist, blueprint, or template to give the “one” solution in this kind of uncertainty. What we can rely on though, are strategic models to evaluate the risks, benefits, and needs for association events and using that evaluation to make the best decisions possible. Throughout 2020, AMR’s Virtual Strategy Team observed clients, gathered industry research, and compiled a virtual strategy toolkit for clients. It’s not an answer for “what to do,” but a roadmap to navigate the myriad scenarios for an uncertain future…and it’s been getting significant additional usage in the last few days. [See some tips on events here](/reimagining-sponsorship-to-create-a-win-win-win/ "Read Our Case Study On Event Sponsorship During A Pandemic"). **We’ve learned from our mistakes** – Not just *our* mistakes, but the mistakes of an entire industry working to adjust to a new digital-first reality. Many organizations learned (sometimes painfully) that trying to recreate an in-person meeting experience in a virtual platform isn’t possible. In looking at potentially going digital first – or introducing digital components to smaller, limited in-person events – we’re ready to be crystal clear on what elements are most important and deliver those aspects with the online tools at our disposal. The rest can be left behind (FREEDOM!). Another “mistake” many associations made was trying to find the perfect virtual platform for a digital event. A perfect platform doesn’t exist! What’s most important is to identify the key features you can’t live without and then use them to their fullest. Whether that’s breakout rooms in Zoom, production tools available to create TV-style layouts in Socio, virtual “booths” in AccelEvents, or building on-demand content in a Learning Management System, we know how to prioritize what is most important and channel the energy of staff, volunteers, speakers, and participants on the most valuable elements of digital engagement. **Our baseline is different** – For too long annual meetings and other conferences or educational events were simply assumed for professional associations and trade organizations. Limitations on travel during the pandemic accelerated the industry transition to a more comprehensive view of events and meetings as a part of an association’s year-round educational strategy. The Education & Events services model (rolled out in April 2021) is an evolution of AMR’s long-time strengths in conferences, meetings and educational events, designed specifically to adjust to new and emerging needs – in person, digital, or both. The services include complete digital event delivery, enhanced website and data analytics plans, multi-channel marketing plans, and content strategy, to name a few. These services are more easily adaptable and scalable to meet each association’s ever-evolving needs and priorities and the process for each event begins not with “what did we do last year?” but “what is the most important thing for us to achieve this year?” Uncertainty due to COVID still reigns, but all that we have learned in the last 17 months is transformed into a grounded foundation. One that is already helping us overcome that dizzying sense of “wait, haven’t I been here before?” **Categories:** Blog Posts **Tags:** Covid, Management, Meetings, Pivoting --- ### [AMR Client-Partner Chief Officers of State Library Agencies Names Executive Director](https://amrms.com/amr-client-partner-chief-officers-of-state-library-agencies-names-executive-director/) **Published:** August 13, 2021 **Author:** AMR Management Services **Content:** LEXINGTON, Ky. (August 13, 2021) — AMR Management Services, a Kentucky-based association management firm, recently named Jeremy Johannesen as the Executive Director for their client-partner the [Chief Officers of State Library Agencies (COSLA)](https://www.cosla.org/ "Visit The COSLA Website"). ![](https://amrms.com/wp-content/uploads/2022/07/Jeremy-Johannesen-.jpg)Jeremy Johannesen Nick Ruffin, CAE, President and CEO of AMR, noted, “with over fifteen years in association management, Jeremy has made a career of bringing people together and facilitating the advancement of their strategic goals. He brings a wealth of experience in advocating for libraries and is excited to put that to work for COSLA.” Johannesen served as Executive Director of the New York Library Association (NYLA) from 20212 to 2021, building on an earlier stint as Deputy Director. Between roles at NYLA, he led the NYS Alliance for Arts Education. He holds his BS in Arts Education from the College of Saint Rose and is recognized as a Certified Association Executive (CAE) by the American Society of Association Executives. “I am elated and grateful for this opportunity to continue to advocate for libraries – now at the national level,” said Johannesen. “Together with the members, Council, and staff at NYLA we have accomplished so much in the past nine years, and I look forward to bringing those experiences forward to advance AMR and COSLA’s goals.” About AMR Management Services [AMR Management Services provides professional services](/services/ "View Our Services Page") to a variety of local, regional, national and international nonprofit trade associations, professional societies and foundations. Through our passion, people and principles, AMR turns vision into action to enable client success. **Categories:** Press Releases **Tags:** Announcements, Company News --- ### [Cognitive Restructuring for Association Managers](https://amrms.com/cognitive-restructuring-for-association-managers/) **Published:** September 14, 2021 **Author:** Molly Marsh **Content:** I was diagnosed with anxiety and depression in 2013, although I believe that I have been living with both for most of my life. 2020 and 2021 have been incredibly difficult and mental health professionals all around the world are tracking a [significant increase](https://www.kff.org/coronavirus-covid-19/issue-brief/the-implications-of-covid-19-for-mental-health-and-substance-use/ "Learn more about the impact of covid 19 on mental healt") in anxiety, depression, substance use and other mental health disorders. Of course, this impacts not only us as people and leaders, but our associations and organizations as well. The hope of early summer brought on by vaccine access and advances in our understanding of spread among the vaccinated was exactly the relief I needed, both personally and professionally. It seemed that a return to safe in-person association events was so close we could touch it…then, to have the Delta variant pull the rug out from under us yet again… it was crushing. In my recent therapy sessions, I was re-introduced to the practice of [Cognitive Restructuring](https://www.mindtools.com/pages/article/newTCS_81.htm "Learn about Reducing Stress by Changing Your Thinking") (an important element of one of the most commonly-used treatments for anxiety and depression, [Cognitive Behavioral Therapy](https://www.apa.org/ptsd-guideline/patients-and-families/cognitive-behavioral "Learn more about Cognitive behavioral therapy")). This simple yet powerful tool has helped me regain my footing and also to think differently about the challenges we face as an industry. I am not a clinician and am not offering mental health advice, I simply want to share how this practice that has been absolutely essential in my mental health journey may be able to help my fellow association management leaders navigate this – and any – setback. To put it simply, Cognitive Restructuring is a technique that can be used to redirect your mental and emotional energy from negative thoughts to positive ones. Negative sentiment has permeated the last 18 months for many associations and organizations, “we can’t do this,” “we won’t survive,” “I just want things to go back to the way they were.” The truth is, shifting these mindsets is critical to the success of our organizations and the process of doing it starts with you. --- - **Pause and reflect.** The first step is allowing yourself and your organization to pause, understand that you’re being guided by negative thought, and recognize that is not the path you want to take. - **Identify the negative thought**. I use a journal so that each time I pause, I can write down the negative thought or emotion that has emerged. Expressing the negative thought is freeing in and of itself, often simply seeing it in writing shows just how silly, presumptive, or impossible the fear really is. - **Assess and evaluate the negative thought.** Where did the thought come from? How is it impacting me or my organization? Is it really as bad as we fear? Asking some of these simple questions begins to shed light on the weaknesses and cracks in sweeping negativity and move you to a place where you can be productive and helpful. - **Transform it into something new.** The constraints and challenges that contribute to negativity are very real right now, but constraints often lead to the most creative and innovative solutions. Once you’ve realized that the negative thought isn’t helpful or rational, the only choice is to find a different outlet…one that is more positive and provides a path forward that you likely were not able to see before. --- Personal Note — if you are struggling with your mental health TAKE ACTION. The tools and resources you need [exist](https://www.cdc.gov/mentalhealth/stress-coping/cope-with-stress/index.html "Learn how to cope with stress"), take that one step to look. [It’s okay *not* to be okay](https://www.ibhsolutions.com/blog/mental-health-awareness-its-okay-not-to-be-okay/ "It's ok to not be OK")… **Categories:** Blog Posts **Tags:** Best Practices, Management, Think Differently --- ### [Virtual Event Engagement – The People Behind the Screens Ask the Experts](https://amrms.com/virtual-event-engagement-the-people-behind-the-screens-ask-the-experts/) **Published:** September 22, 2021 **Author:** Molly Marsh **Content:** **Challenge** – There is no shortage of tools to support association events in a digital environment and many include sophisticated networking and connection features to help build the community around a virtual event. In preparing for their 2021 Virtual Conference, the[ Association of Pedestrian & Bicycle Professionals](https://www.apbp.org/ "Visit The APBP Website") selected and used an excellent virtual platform, but also knew that technology alone wouldn’t create the engaged environment they desired… ![Image of people on a zoom call](https://amrms.com/wp-content/uploads/2022/07/GroupChat-1.png)Members On A Zoom Call**Action** – In addition to creative uses of gamification, chat, and online social activities, APBP wanted interaction and engagement incorporated into educational sessions – a key feature of their traditional in-person events. APBP adopted an “Ask the Experts” session type to provide a thoughtful platform for peer interaction in the educational program. Experts (active members who are also well-known in the field) were identified to lead these discussions. All registrants were asked to submit questions and examples in advance, specifically requesting industry expertise in tackling their most challenging bicycle and pedestrian development projects. Prior to the session, the experts prepared their responses, focusing on successful initiatives they had led in other locations. In addition, questions and advice were solicited during the session so even participants who had not planned in advance were able to benefit. **Results –** The session was one of the most active and engaging of the entire event – participants actually used their cameras and microphones to join in the conversation. As the experts made recommendations, analyzed the challenges, and shared ideas, questioners were on the line to expand and have back and forth dialogue. Participants also chimed in their suggestions, questions, and ideas — the community was doing active problem solving together and it was supremely beneficial for all! Participants laughed and commiserated together, a level of emotional connection that is incredibly rare in the virtual event world. One of the least structured, least technologically demanding (it was a simple zoom meeting) sessions was the one that really struck the chord of personal connection. Nothing replaces being together face-to-face, but you *CAN* bring meaningful interaction to your next digital event…try an Ask the Experts session! [Follow this link to read more of our association management case studies](https://amrms.com/case-studies/) **Categories:** Case Studies **Tags:** Best Practices, Conferences, Meetings, Virtual --- ### [AMR Welcomes the National Association of Hispanic Nurses as New Client-Partner](https://amrms.com/amr-welcomes-the-national-association-of-hispanic-nurses-as-new-client-partner/) **Published:** January 25, 2022 **Author:** AMR Management Services **Content:** LEXINGTON, Ky. (January 25, 2022) — AMR Management Services (AMR), a Kentucky-based association management firm, welcomes the [National Association of Hispanic Nurses (NAHN)](https://nahnnet.org/ "Visit NAHN's Website") as a new client-partner. ![National Association of Hispanic Nurses (NAHN)](https://amrms.com/wp-content/uploads/2022/07/NAHN.png)The National Association of Hispanic Nurses (NAHN) “We are thrilled to welcome NAHN to the AMR family,” said Nick Ruffin, CAE, President and CEO of AMR. “NAHN leads the way in recognizing excellence among Hispanic nurses and promoting quality health care delivery. AMR looks forward to helping them continue this critical mission.” “AMR is the right choice as a management partner for NAHN,” said Adrianna Nava, PhD, MPA, MSN, RN, President of NAHN. “We feel confident in their ability to transform our vision into operational strategies that move us forward. NAHN is an important voice and advocate for the community we serve, and we are excited about what the future will bring with AMR’s support.” About the National Association of Hispanic Nurses (NAHN) Since 1975, NAHN has been the nation’s leading professional society for Latino nurses. With a growing membership and more 40 than local chapters, NAHN represents the voices of Latino nurses throughout the United States. NAHN is devoted to promoting safe, quality health care delivery to Latino communities and recognizing excellence among Latino nurses. To learn more, visit [ww](https://nahnnet.org/)[w](https://nahnnet.org/ "Visit NAHN's Website")[.nahnnet.org](https://nahnnet.org/). About AMR Management Services (AMR) AMR provides professional services to a variety of local, regional, national, and international nonprofit trade associations, professional societies and foundations. Through our passion, people and principles, AMR turns vision into action to enable client success. AMR’s core services include association management, conference and event management, marketing and creative services and technology management. More than 25 regional, national and international organizations rely on AMR for association management expertise. AMR is one of only 19 AMCs to receive the charter accredited designation by the AMC Institute and is active in the American Society of Association Executives. **Categories:** Press Releases **Tags:** Announcements, Company News --- ### [Association Meetings and Keeping Your Sanity in an Environment of Extremes](https://amrms.com/association-meetings-and-keeping-your-sanity-in-an-environment-of-extremes/) **Published:** May 16, 2022 **Author:** Molly Marsh **Content:** On one hand, it’s great that the demand has returned for in-person meetings and events. As association professionals we are ready to bring memberships back together for the community-building that is the vitality of associations *and* that can only be done when we meet face to face. At the same time, the demand for association meetings is ramping up much more quickly than some sectors of the hospitality industry, leaving meeting organizers stuck between energized attendees with high expectations and venues or destinations still struggling with workforce shortages and supply-chain issues. And still, COVID is unpredictable. Registration patterns and historical data are out the window as attendees, planners, speakers, members, and leadership continue to navigate constant change. Recently, along with Education and Events Manager and Chair of the [Meeting Professionals International Community Advisory Council](https://www.mpi.org/membership/volunteer-center "Visit The MPI Website"), Lindsay Plath, I participated in an MPI Association Professionals Chat about association meeting planning in the environment of extremes. The group explored some interesting issues and challenges, and shared great suggestions to keep things moving in this very challenging environment: - ***Rely on your CVB and DMO partners!*** They know their destinations inside and out, and they know what challenges are being faced right now. Sitting down in advance of meetings to talk with them about what is open in the city, what transportation or infrastructure may still be in recovery mode, and other atypical challenges can help educate us as planners about what to expect – and set appropriate expectations with our volunteer leadership and attendees. - ***Watch for unexpected changes in contracts or service agreements:*** things like “service on request” may pop up now, indicating meeting/guest rooms may only be refreshed if requested. If your groups rely on this kind of service with the hotel or venue, clear and up front communication about what your service needs are is likely needed now, when it might have been assumed previously. - ***Relational Contracting is the name of the game:*** it’s always been a relationship business, but especially right now treating negotiation or contracting as a battle is a losing proposition. No matter what, all sides are likely conceding something, so be open, lay your cards on the table, and ask for what you need. All parties will benefit in the end! Perhaps most importantly, the daily challenges of this work can drain us as meeting professionals and the group spent some time talking about ways to build resilience and take care of wellbeing through the stress. Many folks shared success stories of the pandemic years giving them a chance to find better balance and really practice “unplugging,” so they don’t work 24/7. The last few years also reminded everyone how lucky we are to be in the industry we’re in, traveling and experiencing new and different places. One that I am taking away for sure – I’m going to try and stay an extra day after an upcoming meeting and really soak in being in a new place. We need that energy now more than ever! Need Help With Your Next Association Event? [Contact Us Today](/contact-us/ "Visit Our Contact Us Page to Reach Out For More Info on AMR Association Management") to see how AMR Management Services Can Help. **Categories:** Blog Posts **Tags:** Events, Membership --- ### [Building Blocks for Long Term Partnerships](https://amrms.com/building-blocks-for-long-term-partnerships/) **Published:** June 1, 2022 **Author:** Alison Miller **Content:** Our partners – sponsors and exhibitors – provide immense value to our association members through their thought leadership, products, and services. As an association, we want to make sure we foster our partnerships for mutually beneficial results. As you continue to develop your partnership program, look at innovative methods to gather feedback, show appreciation and elevate communication. Below are a few examples that you can easily implement. **Feedback** *There is always room for improvement and new ideation!* - Schedule 1:1 meetings with high-level sponsors and your association board/committee members on-site at your event to receive real-time feedback. - Send out a partner evaluation the last day of the event emphasizing the importance of their feedback as you develop the program for the next event. - As you plan the next event, emphasize any changes that were made as a result of partner feedback, so they know their time was well utilized. **Appreciation** *Find ways to say “thanks.”* - On the last day of the event, visit each booth, with a committee chair/board member to express your association’s thanks for their partnership and present them with a certificate. - Host a partner appreciation breakfast and include committee/board members. - Snap pictures of the partner’s team at their booth with your SOAP committee chair/board member. Share the picture so they can utilize on social media and share with their home office team. - Send a detailed thank you to the partner the week following the event, including a summary of their sponsorship benefits utilized and remaining benefits for the year. **Communication** *Frequent and detailed communication is key to a successful event with partners.* - After a partner signs up to sponsor, schedule a synch-up to review their benefits to make sure they maximize their ROI for the event. - Host a pre-event webinar reviewing pertinent information regarding the event to partners and answering any last-minute questions. - Prepare a FAQ sheet for each partner in the Expo Hall that includes important show times, contact information, guidelines, and venue information. - Create an onsite or post-event “save the date” to share dates, location and any other known details for next year’s event. Partners will appreciate the reminder so they can plan their budgets and staffing. As you start to implement more feedback, appreciation, and communication into your partnership program, you will find that relationships deepen and even more ideas for collaboration become evident. [Read part two of this blog post series by clicking here ](/building-blocks-for-long-term-partnerships-part-2/ "Read part two of this blog post series by clicking here ") **Categories:** Blog Posts **Tags:** Exhibitors, Sponsors, Sponsorship --- ### [Reimagining Sponsorship to Create a Win-Win-Win](https://amrms.com/reimagining-sponsorship-to-create-a-win-win-win/) **Published:** June 9, 2022 **Author:** Will Engle **Content:** **The Challenge** [The Nursing Organizations Alliance](https://www.nursing-alliance.org/ "Visit the NOA website") (NOA) has included an exhibit hall with its annual conference, the Fall Summit, every year since 2002. In November of 2012, NOA reached its highest number of exhibitors for a Fall Summit; a short five years later in November of 2017, the number of exhibitors had dropped by 38%, matching this low point again in 2019. NOA was not alone in this struggle. EventMB (now Skift Meetings) conducted a 2018 survey on the state of the event industry in which nearly half of respondents indicated “Finding Sponsors” was one of its biggest challenges for the year *(Skift Meetings. (2018). State of the Event Industry Research 2018.* [*meetings.skift.com*](https://meetings.skift.com/ "Event Industry Research from SKIFT")). That same survey showed 53% of respondents “struggling to secure sponsors” for their event, and 90% whose “sponsor retention rate” was either decreasing or remaining the same. On top of all that, annually 85% or more of Fall Summit exhibitors are directly tied to the hospitality and meetings industry, which was disproportionately impacted by the COVID-19 pandemic. So, when the pandemic eventually postponed the 2020 in-person Fall Summit, NOA leadership saw an opportunity to re-evaluate the exhibitor and sponsor model for the association and its flagship event. **The Action** Finding a solution to this challenge started with research, and the need to create a win-win-win scenario: where the sponsors (provide ROI), organization (provide a source of income) AND attendees (provide value) would benefit. AMR helped NOA develop an integrated, five-step approach: 1. **Three-pronged, ongoing stakeholder research \| A continuous process of understanding the needs of all event stakeholders** 1. Putting the needs of its member attendees first, NOA surveyed its member organizations to better understand how sponsors and exhibitors at its Fall Summit could provide value to the attendee experience. 2. NOA conducted focus groups and individual “interviews” with its existing sponsors and exhibitors to customize and tie sponsorship opportunities directly to pain points and needs. 3. By understanding its unique selling propositions, NOA focused on marketing that demonstrated how they could bring ROI to potential sponsors. 2. **Develop year-long, customizable & personalized options \| Now that we better understand all the stakeholders, offer a range of ideas that can be shaped to better suit everyone’s needs** 1. NOA created a menu of 10 sponsor opportunities from which to choose, focusing on attendee experience and sponsor ROI, rather than static logos and printed program ads. 2. Even with the menu of options, NOA collaborated with potential sponsors to create custom ideas for sponsorships that would integrate the win-win-win approach. 3. Tying in some of the menu options to year-long opportunities allowed sponsors to be engaged with member organizations longer, as well as provide opportunities for “trickle-down” sponsorship dollars to other NOA programs and events. 3. **Create Engagement Opportunities for NOA Members’ Meetings Professionals \| Expand the reach of NOA’s service to its member organizations while connecting destination sponsors to their target audience** 1. Research indicated potential sponsors wanted to target a specific sub-set of the association membership. 2. Finding ways to offer exclusive opportunities to those individuals would encourage their participation in the event and boost the ROI of the sponsors. 4. **Intentional Fall Summit Exhibit Hall Design \| Having flexible sponsorship opportunities translates to a flexible exhibit hall design** 1. By building the foundation of its program on sponsorships, rather than the exhibit hall, NOA was able to offer different types of booths, spaces, and experiences inside of the exhibit hall and include these options in its menu of sponsorship opportunities. 2. This flexible approach also allowed sponsors to produce their own ideas for their space inside the exhibit hall, rather than being tied to the standard 8×10 booth design. 5. **Track results, conduct post-event retrospectives and report out \| Transparency, Accountability and Feedback** 1. Getting targeted feedback from each sponsor helps with the ongoing stakeholder research to continue developing and refining the sponsor opportunities. 2. A sponsorship performance report can help the decision maker for each sponsor or potential sponsor understand their ROI from the event. **The Result** Though the 2021 Fall Summit was NOA’s first in-person event since the pandemic began, the inaugural year of the new sponsorship model was deemed to be a success. As an example, Minnesota’s Rochester, home of the Mayo Clinic, chose the Wellness Sponsorship. To activate that sponsorship, they brought in a nutrition and wellness expert from Mayo to lead the group during a 15-minute movement activity; once the activity was over, he teased a takeaway that could only be picked up by visiting their booth at the next exhibit hall break. ***Win (attendees participated in a movement activity and received a valuable takeaway), Win (Rochester had a line of attendees at their booth at the next break, boosting their ROI), Win (NOA sold the sponsorship for 4x the price of a booth in 2019).*** There were less exhibitors than past years, but it’s hard to know if that was a result of the new, higher-priced model, the ongoing pandemic, or some of both (or neither!). However, with the additional investment, and the ability to customize sponsorships, the sponsors and exhibitors were more engaged and invested in the outcome than in years past. In addition, the overall sponsorship revenue was in line with NOA’s previous exhibit hall revenue, and the attendees received additional benefits as part of the activation. Win-Win-Win. If you would like support and access to association management strategies like these visit our [contact us page](/contact-us/ "Visit Our Contact Page To Get In touch Today!") to get in touch and see how AMR can help take you association to the next level. **Categories:** Case Studies **Tags:** Best Practices, Conferences, Meetings, Sponsors, Sponsorship --- ### [Building Blocks for Long Term Partnerships PT 2 ](https://amrms.com/building-blocks-for-long-term-partnerships-part-2/) **Published:** July 12, 2022 **Author:** Alison Miller **Content:** [As mentioned previously in part one](/building-blocks-for-long-term-partnerships/ "View The First Part In This Two Part Series"), association partners – sponsors and exhibitors – provide immense value to our members through their thought leadership, products, and services, not just their financial support. As an association, we want to make sure we foster our partnerships for mutually beneficial results. > Question: Do you just engage with your sponsors when you are reaching out asking for support, and during the event planning period? If yes, then you may want to consider reimagining your sponsor engagement strategy and schedule. **Reminders** *Preempt FAQs.* Send helpful updates during the year: - Benefits still available to optimize - Event dates - Sponsorship opening dates - Additional avenues for association member engagement throughout the year - Association updates, including membership numbers, goals, new products and/or services, etc. **Perks** *Optimize sponsors’ value and expertise.* - Offer premiere sponsors a seat at a corporate relations committee meeting. - Provide premiere sponsors with the opportunity to review your prospectus and give feedback before it is finalized. - Identify opportunities for sponsor donations (product or service), with provided visibility, to support an association project. **The Little Things** *Emphasize your appreciation.* Send a simple note: - Gratitude during the Thanksgiving season - Joyful wishes during the December holiday season - Update on association “Thank You Sponsors” social media posts (be sure to include their social media handles) - New Year’s message highlighting the association’s appreciation for the support of sponsors - “Top Ten Reasons We Love our Sponsors” - “Thank You” from the association president As you create your sponsor engagement strategy and schedule, consider communicating at least once per month with your sponsors. This keeps your association top of mind throughout the year and gives credence to your genuineness when requesting sponsorship support. **Categories:** Blog Posts **Tags:** Best Practices, Sponsorship --- ### [Earning Revenue at Your Association's Events - 4 Ideas](https://amrms.com/earning-revenue-at-your-associations-events-4-ideas/) **Published:** July 25, 2022 **Author:** AMR Management Services **Content:** Planning an event is a [cyclical process](/event-life-cycles-using-the-past-to-prepare-for-the-future/ "View Our Blog Post on Event Life Cycles"). Your event outcomes are determined in large part by your initial planning, and your initial planning should be guided by the outcomes of past events. This means examining your post-event data is critical for improving your events, and associations should focus their analysis on key metrics such as audience engagement, audience retention, and return on investment. While the exact strategy your association will need to improve your events is dependent upon a variety of factors unique to your organization, there are a few methods for earning additional revenue at events that most associations can apply. Many events can raise funds through ticket admissions and concession sales as a starting point. To raise more from your events, this article will explore four monetization strategies, including how to: 1. Make it a pledge event 2. Add a peer-to-peer component 3. Sell branded merchandise 4. Create a VIP area According to [association giving statistics](https://npoinfo.com/charitable-giving-statistics/ "View a post about understanding your data from NPO Info"), 29% of associations’ revenue comes from events, on average. With nearly a third of your potential annual earnings coming from events, your association has quite a bit to gain from expanding your approach to monetization and maximizing your events’ fundraising potential. Let’s get started. **1. Make it a pledge event** If your association’s members like to challenge themselves, consider hosting a pledge event. Events that raise funds through pledges have participants complete an activity repeatedly over a set amount of time, see how long they can continue doing an activity, or how well they can accomplish a specific activity. Before the event, participants will collect pledges from their friends and family and then collect their donations afterwards based on how well they performed. Walk-a-thons and marathons are popular pledge events, but your association can get creative and create pledge events based around your unique specialities. For example, an association of coding professionals might host a hack-a-thon or code-a-thon and have participants raise funds based on how many lines of code they wrote. When setting up a pledge event, ensure [your website](/3-web-design-trends-your-association-should-be-embracing/ "View Our Blog Post on Web Design Trends") contains clear directions for both participants and donors. This includes both when and where the event will take place, what types of donations will be accepted, and when donations are to be collected and submitted by. To host your pledge event, your association can invest in [fundraising software](https://recharity.ca/top-fundraising-software/ "Read a Blog post on best fundraising software") specifically for this fundraising method. However, many associations will be able to hold their event with just the tools they already have and a stack of professionally-printed pledge sheets. **2. Add a peer-to-peer component** Your association’s current members are often your biggest advocates, and you can give them an opportunity to leverage that passion and support your association through a peer-to-peer campaign. [Peer-to-peer campaigns](https://blog.bonfire.com/peer-to-peer-fundraising/ "Read a blog post on peer to peer fundraising") are a fundraising strategy wherein supporters reach out to their friends and family on your organization’s behalf to request donations. To increase your events’ attendance and attract potential new members to your association, try hosting a peer-to-peer campaign in the months leading up to your event. During this peer-to-peer campaign, instead of just requesting donations, supporters will ask their friends and family to buy tickets to your event. Running a successful peer-to-peer campaign can be a significant amount of work. To launch your campaign, follow these three main steps: - Invest in a peer-to-peer platform. Peer-to-peer campaigns are successful because donors are able to give straight to their friend or family member through a page customized to them. To facilitate this, you will need to invest in [a peer-to-peer platform](https://www.softwareadvice.com/nonprofit/peer-to-peer-fundraising-comparison/ "View a comparison of peer to peer fundraising software") that allows each volunteer to create their own campaign page. There are a number of different peer-to-peer platforms available, many of which have their own specialties, such as making the transition to the event itself smoother or adding incentives to give such as custom-made t-shirts. - Recruit volunteers. Peer-to-peer campaigns require dedicated volunteers to find success. Start your search by reaching out to your current members and those who have volunteered for your association in the past. Include details about what your organization expects from volunteers and [use data from past campaigns](/using-your-associations-data-to-tell-a-story-4-steps/ "Read our blog post on using your data to tell a story")—and external research conducted on peer-to-peer fundraisers as a marketing tool—to explain the impact their support will have on your event and association as a whole. - Support volunteers. Your volunteers will operate fairly independently during your campaign, but they can still benefit from routine check-ins and reliable support. Give your volunteers a way to get in touch with your association’s volunteer manager to help answer questions and troubleshoot any problems that might arise. At your event, the volunteers who helped out during your peer-to-peer campaign can finish up their fundraising efforts by collecting donations in person. After they submit the total they raised through donations and ticket sales, be sure to thank all of your volunteers for participating. You can even celebrate your top earners by recognizing them during your event. **3. Sell branded merchandise** Branded merchandise that’s comfortable to wear and has a stylish design racks up sales on your online store. However, many of your association members will likely appreciate the chance to see and touch your merchandise in person before committing to a purchase. Your events are the perfect opportunity to show off your t-shirts, hoodies, hats, tote bags, and other items. Many organizations and even individuals sell branded merchandise, but not all of it is of high quality. To create items your association members will actually want to buy, try following these three steps: - Partner with a merchandise provider. To mass produce enough merchandise for your members, you’ll need to partner with a [merchandise platform](https://www.buzzfeed.com/jennifertonti/best-places-to-order-custom-t-shirts-online "Find out the best places to order custom t-shirts online"). Different providers will have different sales models, such as bulk ordering or print-on-demand options. Each provider will also offer different levels of assistance, from those that are entirely hands-off to partners that provide extensive assistance during the design and production processes. - Design your merchandise. Designing attractive merchandise can be a challenge for associations without a graphic designer on staff. When creating your products, consider who your core audience is, what style trends are currently popular, and how you can show your association’s brand values through your design choices. Try partnering with a merchandise platform that provides design templates and other assistance. - Sell at corresponding events. Some pieces of merchandise may correspond with various events your association was planning to host anyway. For example, if your association has a 5K, marathon, or any other activity that involves exercise or outdoor activities, you can likely sell a significant amount of branded water bottles and hats. If your associations ends up having merchandise left over after an event, you can add it to your online store for members to purchase later. Or, you can [thank your event volunteers](https://blog.bonfire.com/thank-you-gift-ideas/ "Find out great thank you ideas ffrom bonfire") and [award top performers](/volunteer-performance-feedback-the-elephant-in-the-room/ "Read our blog post about volunteer performance feedback") with your merchandise. This can be an especially useful strategy to make use of items branded to specific events—for example, your association might add the name and date of an event to t-shirts—that cannot be easily sold later. **4. Create a VIP area** If your association has a membership tier structure, your events can be an opportunity to demonstrate high membership levels’ value and encourage other members to move to the next tier by creating a VIP area. VIP areas setup and content will depend on the event you are running, but they will always be exclusive sections at your event where only a select group of members are allowed to enter. To create a successful VIP effort that is worth its value, be sure to: - Determine who is a VIP for each event. Entrance to your VIP areas can be dependent on membership tiers, ticket prices, or both. For instance, an association might make it so members in their highest tier always have access to VIP areas no matter what, whereas other members can gain access if they buy a higher-priced ticket. - Create a private area. VIP areas are desirable because they are exclusive. At your event venue, designate a space that will be “VIPs only.” This can be an out-of-the-way lounge, a set of seats in the front row, dining tables in a prime viewing area for your live performance, or even a private chat room in the case of virtual events. - Offer exclusive prizes and activities. In some cases, a VIP area will be special due solely to where it is located, such as front row seats at a lecture. However, in other cases a VIP area gains its value from what activities happen there, such as a lecture presenter having a private conversation with members in the VIP lounge after their presentation. When creating a VIP section, be careful to balance how you can make the price worth its value while also avoiding being outright unfair to non-VIP members. An example of a poorly implemented VIP section might be if an association holding an auction designated a select [number of items](https://www.onecause.com/blog/charity-auction-item-ideas/ "Find out some great charity auction items") that only VIP members were allowed to bid on. By contrast, a fairer version of this same scenario might be allowing VIP members to have a first viewing of items up for bid before opening the auction floor to all of your members. --- Events provide your members with value, from networking opportunities and skill development to fun and memorable activities. Ensure your association can continue offering high-quality events by improving your monetization strategies. To do so, raise more funds through peer-to-peer and pledge-style fundraisers or sell exclusive items and VIP passes. **Categories:** Blog Posts **Tags:** Best Practices, Conferences, Meetings --- ### [Revitalize Your Association’s Membership Campaign PT 1](https://amrms.com/revitalize-your-associations-membership-campaign-part-i/) **Published:** August 10, 2022 **Author:** Alison Miller and Jessica Campbell **Content:** What is at the heart of an association? Its members! > *“Alone, we can do so little; together, we can do so much”* > > *– Helen Keller* If you are like most associations, you employ an annual membership drive. These efforts can take many forms and be executed through various channels, while focusing on your association’s objectives and strategic development. As you look at your plan for the upcoming year, here are few ideas that may revitalize your campaign and increase its effectiveness. **Discover Your Motivation and Choose a Theme** As you develop a membership marketing campaign, dig deep to find the motivators for membership that will resonate across your diverse community. Go beyond “it’s time to renew your membership” or “join today” announcements. Ask yourself why they should renew or join. What’s in it for them? This is the perfect opportunity to call attention to your member benefits. Does your association offer educational resources, volunteer opportunities, leadership positions, mentorship, networking, professional development, etc. that could be highlighted? Focus on the key benefits throughout the campaign and if you can, emphasize what makes your association unique. If they can experience the same benefits elsewhere, why should they choose to join your association? > *“Don’t settle for average. Bring your best to the moment. Then, whether it fails or succeeds, at least you know you gave all you had.”* > > *– Angela Bassett* > *“In order to be irreplaceable one must always be different.”* > > *– Coco Chanel* **Member Appreciation** Do your members feel appreciated? Before you start asking them to renew their membership and pay their dues, make sure you show your appreciation for their continued support. One way to do this is to launch a member appreciation campaign prior to your membership campaign. > *“Brains, like hearts, go where they are appreciated.”* > > *–Robert McNamara, Fmr. American Secretary of Defense* Need ideas to jump-start the process? Here are a few: - Tie the Member Appreciation Campaign to your Membership Campaign theme for continuity of messaging. - Create “#MemberMonday” social media posts, highlighting long-time or brand-new members (these can include professional goals, hobbies, favorite food, their contributions, etc.). - Send an eblast “Thank You” from your association president. - Encourage interaction between members through an online forum, such as social media or a members’ community. Ask your Board of Directors and committee members to help spearhead the effort. - Offer a membership referral program; recruit a new member and win a prize (drawing to receive complimentary registration for an Annual Meeting, group membership renewal discounts, etc.). **Make it Personal** Who better to highlight the benefits of membership than active members? When creating your membership campaign, integrate member testimonials. This will help your association connect with like-minded individuals while providing credibility. Easy and effective concepts: - Create social media posts with quotes or video testimonials of members (include a representative cross-section of your membership). Tie the messaging to your campaign theme. (For instance, if you are highlighting educational opportunities, provide testimonials of members who have furthered their education due to your association.) - Add member quotes and video testimonials to your association’s website. - Host a showcase webinar for prospects with members presenting key benefits. (This can also act as a networking opportunity.) - Send eblasts from the Board of Directors and committee chairs regarding their perspective on the importance of your association’s members, as well as what they have to offer. > *Think of testimonials as mini-narratives that customers place themselves in to see if your product or service can work for them like it did for others.* > > *– [Sigl Creative](https://siglcreative.com/2021/04/30/win-over-your-prospects-with-testimonials/ "Learn more about testimonials from Cigil Creative")* Take a step back from your membership campaign process and contemplate how you can infuse a meaningful theme, membership appreciation, and a personal touch to revitalize your efforts. You will connect with current and prospective members, grow your membership base, and in turn, strengthen your association. > *“The achievements of an organization are the results of the combined effort of each individual*.” > > – Vince Lombardi **Categories:** Blog Posts **Tags:** Association Management, Best Practices, Membership --- ### [Great Expectations](https://amrms.com/great-expectations/) **Published:** December 5, 2017 **Author:** Sarah Razor **Content:** One of my colleagues has a mantra before every major event: Expect the unexpected. This was certainly true at [NASCA’s](http://https;//www.nasca.org) annual conference in October, with a twist. You should expect the expected, but in an unexpected way. The conference theme this year was the, “the Velocity of Change” and true to theme, on October 13 (a Friday, of course) things at this event changed at a breakneck pace. Dan, one of NASCA’s executive committee members, arrived as an enthusiastic soon-to-be-dad. Prior to our event, he mentioned this was his last out of state travel for the year as the due date for his firstborn was about a month away. Throughout the week, his excitement was evident. For instance, during an ice breaker, members were warming up with a reciprocity circle activity. With butcher paper taped along the main wall, attendees wrote both personal and professional ‘asks’ on sticky notes, and then respond below when they could offer help. Questions like, “Does anyone have a template or research on X issue?” and “Where is the best place for a long run near our hotel?” peppered the room. I smiled when I saw scrawled on a pink sticky note, “Any advice for a soon to be father? – Dan.” Several of the attendees wrote messages of congrats and “Come see me.” Then came Friday the 13th. Attendees were winding down during the last break of the event. Suddenly, Dan exploded through the doors of general session room. “We are having a baby! I’m going to the airport!” And with that he grabbed his bag and left. The room, which had been filled with the warm chatter of networking and background music from Pandora’s “Family Road-trip” station, became still and oddly quiet for a brief pause, except for the chorus from Billy Joel’s Uptown Girl. Everyone was going through same the mental gymnastics with this surprise announcement. Was the baby ok? Dan had to get the airport in Atlanta traffic, and then had at least a two-hour flight in front of him. Would he arrive home in time? During the week, we had seen him occasionally duck out to check in at home and he mentioned in passing the doctor set a delivery date due, but it wasn’t for another two weeks. Attendees began to murmur. A few minutes later, I stepped into the hallway to see if our travel agent could pull some strings, and my phone rang. From the cab, Dan called back with the rundown. His wife had gone in for an unexpected checkup that morning and her doctor decided to deliver the baby right away. He was booked on the next flight out, and would be home in about four hours. He concluded, “They just took her back for surgery. I don’t know what’s happening.” The weight of worry was heavy in his words. We hung up, I said a quick prayer and went back to the conference. Sometimes during a conference, it is easy to get wrapped up in the speaker slides that won’t load, the missing name badge, the incorrect hotel reservation. And then the truly unexpected happens, and we are reminded of the much bigger picture. Fortunately, just a few minutes later, a joyous stream of texts came through. “I’M A DAD! She’s here and she’s healthy. Tiffany is great. I’m checking in through security right now and I’ll be on the next flight out.” Word spread table to table in the general session, and the atmosphere lifted among our membership. Dan called a bit later, and the worry had vanished. He was absolutely elated – you could hear him smile through the phone as he chattered through the details of his new arrival. “She’s here! She’s beautiful and healthy and I got to facetime with my wife. The team from Florida is at the airport so they celebrated with me. I was so glad to see a few familiar faces when I found out. I board in just a minute.” ![Picture of the NASCA Baby](https://amrms.com/wp-content/uploads/2022/06/NASCA-Baby.png)Although the education, research and professional networking facilitation that NASCA provides are obviously mission-critical, these services would be hollow without the real relationships behind them. In less than an hour, Dan went through the scariest, then the best moment of his life. And his NASCA friends and colleagues supported him through it all. I’ve have the privilege of serving as NASCA’s executive director for exactly one year this week. One of my first observations about our association is that our members make fast friends. And sure enough, Dan’s friends were there for him beyond a professional capacity during one of the most personal times in life. Here’s the best part… After Miss Rylee’s surprise appearance, our members showered Dan’s sweet baby girl with college onesies (go Cats!), baby hockey jerseys, a stuffed bison from Kansas (errr… plush, not stuffed) and other baby swag from across the nation. [Here is the chain of email](/wp-content/uploads/2022/06/EmailGE.pdf)[s](https://www.amrms.com/Portals/0/BlogImages/EmailGE.pdf) that circulated among our Executive Committee, so you can understand his experience from his perspective. Grab a tissue. There seems to be some unexpected dust in the room. **Categories:** Blog Posts **Tags:** Associations, Membership --- ### [Five Takeaways from XDP](https://amrms.com/five-takeaways-from-xdp/) **Published:** June 13, 2018 **Author:** Molly Marsh **Content:** AMR’s own Molly Marsh shares her top five takeaways from the recent Xperience Design Project (XDP) from ASAE. **Categories:** Blog Posts **Tags:** Design Thinking, Engagement, Meetings, Video --- ### [Human Data Visualization](https://amrms.com/human-data-visualization/) **Published:** June 25, 2018 **Author:** Emily Lane **Content:** AMR’s own Emily Lane shares something new, called Human Data Visualization, that [the National Association of State Chief Information Officers (NASCIO)](https://www.nascio.org/ "Visit the NASCIO website") tried at their Midyear Conference. **Categories:** Blog Posts **Tags:** Data, Meetings, Video --- ### [Escape the Ordinary](https://amrms.com/escape-the-ordinary/) **Published:** November 6, 2018 **Author:** Molly Marsh **Content:** *A vile of poisonous gas was just dropped, you’re locked in the lab with your fellow scientists and you’ll all be dead in an hour if you can’t hack into the system to override the lockdown.* Sound familiar? If you’ve been to any of the [Escape Room](https://en.wikipedia.org/wiki/Escape_room) or Breakout Game facilities popping up all over the world, it probably does. The challenge of solving puzzles, riddles and decoding clues to break out before time runs out has become a hit for team-building activities, friends and family celebrations, clubs and organizations, pretty much everyone! ![A Group Shot of the Escape team players](https://amrms.com/wp-content/uploads/2022/06/EscapeTeam.png)The Escape Team Players The activities stretch your mind to test different perspectives, encourage creativity and require good collaboration among all members of the group. That sounds a lot like what most associations want participants to experience at their conferences and events! Hosting an Escape Room at your conference is a unique way to bring attendees together, but it’s not just for team building. These creative exercises prime the brain to be more open and receptive to the information shared in your educational program, to embracing new ideas or opportunities and to reflect on what they can bring back from the conference to add value to their organizations. Bringing the fun, energy and collaborative learning of an Escape Room to your conference is not as challenging – or cost-prohibitive – as you might think. [The National Association of State Procurement Officials (NASPO)](http://https;//www.NASPO.org "Visit the NASPO website") recently included an Escape Room activity at their Annual Conference using a breakout room, a conference laptop and about $30 worth of supplies. The structure of the activity can follow the familiar pattern used for most Escape Room activities: - **The Scenario –** This is the story of how the group came to be stuck in the room and what overall problem or challenge you’re trying to solve. For NASPO, they had 30 minutes to gather information for an important meeting with the governor. The story can be anything related to your industry or common issues your participants encounter in their work. - **The Puzzles –** Most Escape Room activities are really just a series of puzzles, riddles, clues, locks and codes that are solved in a particular order. [This blog](https://escaperoomtips.com/design/escape-room-puzzle-ideas "Read a blog post about Escape Rooms") has some great ideas for escape room activities, so you’ll just want to keep the environment in mind. Things like custom puzzles, codes or ciphers to solve, combination locks or using images to convey numbers/messages are all highly portable, low cost and easily adaptable to a conference breakout room environment. - **The Timer –** Part of what makes the challenges so exciting is racing the clock. Don’t underestimate the power of the clock to bring the group together. Escape Rooms are highly scalable so whether you have 15-minutes or an hour, you can build an activity with the right number of puzzles for the time allotted and incorporate it where it fits best in your agenda. One parting lesson, make sure you test, test and re-test your escape room activity before the event. Participants will find all the short-cuts and loopholes they can to break out, even if that derails the purpose of the activity. Make sure you have lots of test rounds to tweak and update the activity so it’s a positive challenge for all. **Categories:** Blog Posts **Tags:** Meetings, Membership, Teamwork --- ### [Make the Brain Work for It!](https://amrms.com/make-the-brain-work-for-it/) **Published:** June 3, 2019 **Author:** Molly Marsh **Content:** A designer, psychologist and a behavioral economist walk into a university… Also potentially the start of a terrible joke, it happens to be the beginning of the story of [Sans Forgetica](https://en.wikipedia.org/wiki/Sans_forgetica "Learn more about Sans Forgetica from Wikipedia"), a new typeface created to help increase retention and learning from written material. As noted in the previous blog post about [Elaboration](/elaboration-the-key-to-transformative-content/ "Read Our Blog Post about transformitive content"), learning is much more complex than simply consuming information. Using the principle of “[Desirable Difficulties](https://bjorklab.psych.ucla.edu/wp-content/uploads/sites/13/2016/07/RBjork_inpress.pdf "Learn more behind the Psychology behind this feeling")” (essentially that introducing small obstacles which make it more challenging to recall information will actually improve long-term retention and learning), the font-makers increased retention of information read to 57% over Arial’s meager 50%. Inspired by the new font development, author Arielle Pardes shared some interesting observations about how the principles behind Sans Forgetica can be used to enhance learning in her [wired.com](https://www.wired.com/story/new-font-sans-forgetica-for-learning/ "Read more on a blog post by Wired") article. This – of course – got us thinking, *“what kinds of lessons could we pull from this to improve learning at our association conferences?”* **Information Gaps** – Sans Forgetica’s signature characteristic is the randomness of gaps in each of the characters. Withholding some of the visual information forces the brain to make its own connections about what each character means, slowing down reading and helping make meaning as you go. This is a particularly helpful lesson when it comes to conference or presentation visuals and how you communicate information about your event. Always leaving a little work for the brain to do in order to gather the information it needs will significantly help long-term learning and retention! **Maintain Balance** – Making the brain work a bit for its learning is not only good, it’s essential for long-term behavior change. In fact, one of my favorite conference-related quotes is from Jeff Hurt – “No Thinking, No Learning, No Change.” But, one of the lessons from Sans Forgetica’s development is that too much difficulty swings the pendulum in the opposite direction. Making the font bold and adding too many complicating features sunk retention, so it’s all about striking the right balance. Have enough activities, applied learning and scenarios to keep the brain on its toes, but don’t make your engagement strategies so complex that they end up blocking you from your goals. **A New Perspective** – Another reason Sans Forgetica is so effective is because it actually tilts to the left and our brains are not accustomed to left-tilting typeface. What events, speakers or activities at your meeting would benefit from leaning in a new direction? Putting participants in a situation where they have to see things a little differently will go a long way toward the memorability and retention of that event! **Points of Emphasis** – You still can’t expect people to retain or recall EVERYTHING they hear at your conference or meeting, no matter what. Implementing minor learning obstacles or desirable difficulties on the issues, topics or key takeaways that are most important to your event audience can maximize the impact without going overboard. You wouldn’t want to make someone work this hard to read a whole book in Sans Forgetica, they’d probably give up. Your participants will tire, too, if your program is so jam-packed with learning that they become overwhelmed. Use the techniques sparingly to focus attention on the areas of greatest desired impact. What lessons can you use from Sans Forgetica to make your association conference, meeting or learning program more effective? ![Sans Forgetica Example](https://amrms.com/wp-content/uploads/2022/06/bg-memory.png) **Categories:** Blog Posts **Tags:** Design Thinking --- ### [Using Your Association's Data to Tell a Story: 4 Steps](https://amrms.com/using-your-associations-data-to-tell-a-story-4-steps/) **Published:** March 18, 2022 **Author:** Kerry McCreadie **Content:** When you think about data, what comes to mind? Excel spreadsheets with rows upon rows of numbers that are hard to decipher? Pie charts, graphs and other types that just share those numbers in different ways? Whatever image is in your head, it’s probably very number focused. Data doesn’t have to be so stoic and mathematical. Data is an extremely powerful tool that can help tell a story. It gives you the power to identify trends or to explain a phenomenon. As an association leader, you can use your organization’s data to tell a story about where you’ve been and [where you’re planning to go](/event-life-cycles-using-the-past-to-prepare-for-the-future/ "Read our blog post on event life cycles"). In this guide, we’ll explore how you can use the data stored in your [association’s constituent relationship management system (CRM)](https://memberclicks.com/blog/top-12-crms-for-associations-membership-organizations/ "Read a blog post on CRMS from Memberclicks") and other sources to tell your story to the wider world. Let’s get started. ## 1. Identify Central Data Points What kind of story do you want to tell? Do you want to paint a picture of how your organization has grown and changed throughout the year as part of your annual report? Or are you trying to consolidate event-related data to show [sponsors](https://www.wildapricot.com/blog/how-to-get-sponsorship "Find out how to get sponsors from a blog post by wild apricot") how they can benefit from supporting your upcoming event? Once you’ve got an idea of what you’re hoping to accomplish with your data storytelling, you can start parsing through your data to find specific insights. Use your [membership database](https://www.wildapricot.com/blog/membership-database-selection-guide "Learn more about membership database from Wild Apricot") or [information from member needs assessments](https://memberclicks.com/blog/member-needs-assessment/ "Learn how to do a member needs assessment from MemberClicks") to assess information such as members’: - **Join dates**: Dates can reveal trends in new membership, like if certain months are more popular than others for new members to join. - **Professions**: Employment jobs of members can reveal whether members work in similar sectors or companies. This info can also help you plan [continual education programs](https://memberclicks.com/blog/association-lms/), too. - **Demographics**: Information such as age, race, location and gender can show you what your membership base looks like and how it’s changed over time. Analyze this data to pinpoint trends, patterns and outliers. This data gives you a solid starting point to start building your narrative. ## 2. Create a Narrative Arc When we talk about storytelling, we’re being literal; your data story should have all the same elements that every good story includes, from Les Miserables to Harry Potter. Basic plot elements include: - Introduction - Rising action - Climax - Falling action - Resolution Perhaps you’re sharing a story about the effectiveness of your [virtual meetings](/virtual-meetings-first-steps-white-paper/ "Read out blog post on how to create a virtual meeting") throughout the previous year. Your main character might be one of your association’s chapter leaders who faced the issue of low meeting attendance. Set the scene by introducing the chapter leader and describing their historic approach to hosting [virtual meetings](https://memberclicks.com/blog/virtual-events-associations/ "Find out more about virtual meetings from MemberClicks"). Then, you can generate some rising action by describing how the chapter leader noticed that fewer and fewer attendees were joining the meeting each week. For the climax, you describe how the chapter leader decided to switch the virtual meeting time to Wednesdays instead of Mondays which led to a 70% increase in attendance. (Enter: data!) The resolution might involve your organization adopting this change on a national level, leading to more satisfied members from coast to coast. Include quotes from both the chapter leader and the members themselves to highlight the positive impact this data-driven change had. Combining hard data with anecdotal evidence gives audience members the full context they need to understand how your association tackles problems effectively. Plus, it helps them see the story in their mind. ## 3. Consider Your Audience With in depth audience knowledge in hand, you can craft your story to resonate specifically with your target audience and make sure you’re sharing stories that matter to them. So, who are you trying to reach with your story? Audience groups could be: - [Potential sponsors](https://www.wildapricot.com/blog/how-to-get-sponsorship "Find out how to get sponsors by Wild Apricot") - Current members - Prospective members - Prospective [volunteers](https://amrms.com/Blog/ArtMID/448/ArticleID/128/Volunteer-Performance-Feedback-The-Elephant-in-the-Room) Once you’ve got an idea of who you’re talking to, you can choose the right data points and format to reach this audience effectively. For instance, [potential sponsors](https://doublethedonation.com/tips/corporate-sponsorships/ "Learn more about corporate sponsorship") will be curious to see information such as your event attendance numbers, while prospective members want to see how your association works to help tangibly advance members’ careers. ## 4. Present Your Findings Clearly The final step of the process is to create your story. When presenting your findings and writing your narrative, keep the following tips in mind: - Don’t gloss over negative trends; Do highlight problem solving techniques. - Don’t include misleading information; Do share interesting information. - Don’t use overly complicated explanations, charts, or jargon; Do connect with your audience in language that works for them. Complicated stories are not enjoyable to read. Being open, transparent, clear and concise is the best way to connect with your audience. Members, sponsors, and other stakeholders will value and respect this transparency and your commitment to problem solving. After all, that’s what data is all about. Weave data throughout the narrative and incorporate visual cues like graphs, charts and numbers wherever they can highlight parts of your story. ## Data: The Ultimate Storytelling Tool Your association collects data constantly from sources such as your [membership database](https://memberclicks.com/blog/ams-system/ "Learn more about AMS systems from MemberClicks"), [member surveys](https://memberclicks.com/blog/3-types-of-surveys-that-actually-boost-membership-retention/ "Read a blog post about member surveys by MemberClicks") and social media analytics. Combining data with storytelling strategies will help you communicate with members in an interesting and consumable way. --- This article was written by **Kerry McCreadie – MemberClicks, Senior Content Marketing Manager** as part of our partnership with [MemberClicks](https://memberclicks.com/ "Visit MemberClick's Website") What matters most to membership organizations? As the Senior Content Marketing Manager for Personify’s Wild Apricot and MemberClicks products, this is the question always on Kerry’s mind. Their goal is to help nonprofits, associations, and clubs discover the solutions that solve their most frustrating pain points—while growing and retaining their member base. The CEO and Founder of their own nonprofit organization, Kerry is passionate about nonprofit and charitable work—especially in the arts. **Categories:** Blog Posts **Tags:** Meetings, MemberClicks, Membership, Membership Database --- ### [Top 10 Reasons an Association Should Work with an Association Management Company](https://amrms.com/top-10-reasons-an-association-should-work-with-an-association-management-company/) **Published:** June 14, 2023 **Author:** Mike Cooke and DeLaine Bender CAE **Content:** Associations and professional societies play a crucial role in bringing people together for a common cause; however, managing the strategic and day-to-day operations of an association can be time-consuming and complex. Many associations begin with a volunteer-managed structure or operate with a small staff, both of which can become overwhelming as an association grows in size and complexity. That’s where association management companies (AMCs) like AMR Management Services come in. AMCs provide a wide range of [services](https://amrms.com/services/ "Learn More About The Association Management Services That We Offer Here At AMR") to help associations run smoothly and effectively. In fact, a [research white paper](https://amci.memberclicks.net/assets/docs/WhitePaper_AMCManaged_0.pdf "Read The Paper on the AMCI Website") commissioned by the [AMC Institute](https://amci.memberclicks.net/assets/docs/WhitePaper_AMCManaged_0.pdf "Learn More About The AMCI Institute"), found that “AMC-managed organizations generate greater operating surpluses, are more efficient, involve lower operating risks, enjoy more diverse revenue profiles, spend more on meetings, trade shows and educational activities, and pay, on average, a third less for the staffing, occupancy and capital costs than sibling standalone organizations.” Here are 10 top reasons why an association should choose to hire an AMC: 1. **Time Savings**: Association management companies have the expertise and resources to handle administrative tasks, freeing up time for the association to focus on its core mission. 2. **Increased Efficiency**: AMCs use the latest technology and best practices to streamline operations and reduce inefficiencies, leading to a more productive association. 3. **Cost Savings**: By outsourcing tasks to an AMC, an association can reduce its overhead costs and achieve cost savings through economies of scale. 4. **Access to Expertise**: Association management companies have a team of experts with extensive experience in a wide range of areas, including finance, marketing, event planning, and more. 5. **Improved Member Satisfaction**: AMCs use data and technology to track member engagement and satisfaction, providing valuable insights to help the association better meet its members’ needs. 6. **Increased Revenue**: AMCs have the expertise to develop and implement revenue-generating programs, such as sponsorships and advertising, to help associations increase their income. 7. **Professional Image**: Association management companies help associations maintain a professional image by providing high-quality communications and marketing materials. 8. **Better Governance**: Association management companies provide support for governance and policy development, helping associations operate in a more transparent and accountable manner. 9. **Compliance Assistance**: AMCs can help associations navigate complex regulations and compliance requirements, reducing the risk of legal or regulatory violations. 10. **Scalability**: Association management companies can help associations scale their operations as they grow, ensuring that they have the resources and support they need to succeed. **Conclusion** By choosing to hire an association management company, associations can benefit from a wide range of [services](https://amrms.com/services/ "View Our List Of Services") and expertise that can help them run more effectively and efficiently. Whether your association is just starting out or well-established, [reac](https://amrms.com/contact-us/)[h](/contact-us/ "Contact Us Today To See How We Can Help Your Assocaition")[ out to us today](https://amrms.com/contact-us/) to find out how an [AMC like AMR](/our-culture/ "Learn More About The Culture At AMR") can help you reach your goals. --- **About AMR Management Services** If your professional society or trade association could benefit from skilled professional management support, AMR Management Services is here to help. We are an [accredited](https://amci.memberclicks.net/accreditation- "Learn More About AMC Accreditation on the AMCI Website"), full-service association management firm supporting [national and international associations clients](https://amrms.com/partners/ "View Our List Of Client Partners") of all sizes. [Contact us](/contact-us/ "Visit Our Contact Us Page Today") today to learn more about how we can help you take your association to the next level. **Categories:** Blog Posts **Tags:** Association Management, Working With An AMC --- ## Pages ### [Home](https://amrms.com/) **Published:** June 2, 2022 **Author:** Mike Cooke **Content:** ![Graphic with text "Helping Associations Change The World"](https://amrms.com/wp-content/uploads/2025/09/HelpingHeader2025.png "HelpingHeader2025") ## AMR is an accredited association management company As one of the leaders in the association management space we provide a wide range of [services for associations and professional societies](https://amrms.com/association-management-services/), including strategic leadership support, financial management, education and event management, member relations, marketing, communications, program management, IT services, and general administration. At AMR, we see the organizations we work with-including trade associations, member organizations, professional societies, and nonprofit foundations-as partners, not just clients. Similarly, our staff members are more than employees; they are[ the AMR team](https://amrms.com/the-amr-team/). ## What If Managing Your Association Was Easier? It Could Be As Easy As 1. 2. 3. 1 Discover who we are as a company and potential partner [See our association management services](/association-management-services/)[Meet our team of association experts](/the-amr-team/)[Learn a bit more about how we work](/association-management-company-at-work/)[Check out our work culture](/our-culture/) ![Cecilia](https://amrms.com/wp-content/uploads/2023/07/Reception.png "Reception") ![NASCIO Annual Conference 2021. Networking break. Photo by Alabasto Photography.](https://amrms.com/wp-content/uploads/2022/07/21NASCIO_NWB-182.jpg "NASCIO Annual Conference 2021. Networking break. Photo by Alabasto Photography.") ![AMR Team Meeting](https://amrms.com/wp-content/uploads/2022/08/ServicesHeader2.png "AMR Team Meeting") 2 Association expertise you can count on [Read our association management blog](/blog/)[View our work related case studies](/case-studies/)[See what our people say about us](/testimonials/) ![2023 Open House NASCIO](https://amrms.com/wp-content/uploads/2023/07/2023OpenHouse2.png "2023OpenHouse2") 3 Get in touch with us to see how we can help [Reach out with any questions](https://amrms.com/contact-us/)[Ready to start? Submit an RFP today!](/submit-a-rfp/)[Just Need Little Help? Check Out Our Consultative Services](https://amrms.com/consultative-services/) ![AMR Team Meeting](https://amrms.com/wp-content/uploads/2022/08/ServicesHeader1.png "AMR Team Meeting") ![Group Shot Of AMR Team](https://amrms.com/wp-content/uploads/2025/09/StaffUpdated.png "StaffUpdated") ## AMR By The Numbers 1 Amazing Team 90+ Team Members 20+ Client Partners 85+ Yearly Events 810 Cups Of Coffee ∞1 Possibilities ## Association Experts Doing Expert Work ![Rachel Hight](https://amrstorage.nyc3.digitaloceanspaces.com/core/headshots/2.png) ![Molly Marsh](https://amrstorage.nyc3.digitaloceanspaces.com/core/headshots/47.png) ![Meredith Ward](https://amrstorage.nyc3.digitaloceanspaces.com/core/headshots/45.png) ![Will Engle](https://amrstorage.nyc3.digitaloceanspaces.com/core/headshots/52.png) ![Katherine Harville](https://amrstorage.nyc3.digitaloceanspaces.com/core/headshots/63.png) ![Emily Hensler](https://amrstorage.nyc3.digitaloceanspaces.com/core/headshots/20.png) ![Amantha Cook](https://amrstorage.nyc3.digitaloceanspaces.com/core/headshots/6.png) ![Lauren Myers](https://amrstorage.nyc3.digitaloceanspaces.com/core/headshots/37.png)[View Our Full Team](/the-amr-team/)## Association Blog Posts [View All Of Our Association Management Blog Posts](/blog/)## Our Client Partners [Learn More About Our Client Partners](/partners/)## Association Management Case Studies [View All Of Our Association Management Case Studies](/case-studies/)### Looking For A Career In Association Management? [Visit Our Career Page To See Our Current Open Positions](/careers/)## Our Recent Tweets [Visit @AMRMS on Twitter/X(opens in new tab)](https://twitter.com/AMRMS/) --- ### [Services](https://amrms.com/association-management-services/) **Published:** June 8, 2022 **Author:** Mike Cooke **Content:** # Association Management Services ![AMR Team Meeting](https://amrms.com/wp-content/uploads/2022/08/ServicesHeader1.png "AMR Team Meeting") ![AMR Team Meeting](https://amrms.com/wp-content/uploads/2022/08/ServicesHeader2.png "AMR Team Meeting") ![AMR Team At Work](https://amrms.com/wp-content/uploads/2022/08/CultureHeader1.png "AMR Team At Work") ![NASCIO 2024 Registration Desk](https://amrms.com/wp-content/uploads/2025/10/AMR-Work-N2024.png "AMR-Work-N2024") AMR Management Services is an association management company (AMC). We provide professional association management services to trade associations, individual member organizations and foundations through four core services: association management, conference and event planning, marketing and creative services, and technology services. The AMR team brings a deep understanding and broad-reaching expertise in all aspects of association management to effectively and efficiently operate an association or foundation. AMR’s complete services are tailored to meet your organizations needs, budget and time frame. [Independent research](/wp-content/uploads/2022/07/WhyConsideranAMC.pdf) has shown that AMCs bring success to associations – let AMR and our team of professionals bring our association management expertise to you. [ Have Any Questions? – Contact Us Today! ](/contact-us/) [ Ready To Team Up? – Submit a RFP! ](/submit-a-rfp/)## Association Management ![Animated Checklist Icon](https://amrms.com/wp-content/uploads/2025/10/checklist.gif "checklist") At AMR, we work with you and your organization to achieve its vision and goals. Every association faces unique challenges and opportunities, and we believe success begins with understanding. By building strong relationships with our clients and learning their culture, policies, and history, we develop big-picture strategies and actionable plans tailored to each organization’s needs. From leadership and governance to operations and growth, AMR provides the expertise, structure, and support to help associations change the world. **Leadership and Governance** - Executive Services - Board and Committee Support - Strategic Planning - Starting an Association **Operational and Shared Services** - Financial Management - Technology Services - Creative Services - Member Services - Education and Events **Advocacy and Growth** - Government Relations - Issues Management - Fundraising ![Graphics of Gears](https://amrms.com/wp-content/uploads/2025/10/Gears.png "Gears") ## Consultative Services ![Animated Icon Showing Four Shapes Coming Together](https://amrms.com/wp-content/uploads/2026/05/infographic.gif "infographic") AMR Management Services employs *experts doing expert work*. Today’s associations, trade organizations, and professional societies face fast-changing challenges that often stretch the limits of their current staff. Our team offers focused, consultative support across the critical functions needed to help associations stay strong and effective. Whether partnering with new organizations or supporting long-standing AMR clients, [AMR Consultative Services](https://amrms.com/consultative-services/) provides the specialized knowledge that builds resilience and drives mission-focused success in a modern, rapidly evolving environment. [ Learn More About Our Consultative Services ](https://amrms.com/consultative-services/) - Strategic & Operational Planning - Marketing Strategy - Financial Decision-Making for Boards - Conference & Live Events Business Models ## Member Services ![Member Services Animated Icon](https://amrms.com/wp-content/uploads/2025/10/teamwork.gif "teamwork") The Member Services Department is the front-line of support for our association’s members. This team of skilled administrative professionals helps ensure every interaction runs smoothly, from the first phone call to the final event report. With a focus on accuracy, responsiveness, and exceptional customer service, our Member Services team helps associations deliver a professional and positive experience. Their work is vital to the daily operations of the association, both in public-facing roles and behind the scenes. - Customer Service - Database Management & Reporting - Membership Recruitment and Renewal Support - Membership Dues and Invoice Processing - Event Registration Support - Inventory Management - Countless other behind-the-scenes tasks ## Finance & Accounting ![Bar Graph Animated Icon](https://amrms.com/wp-content/uploads/2025/10/analytics.gif "analytics") AMR’s finance and accounting team includes a CPA and experienced accounting professionals who specialize in association and nonprofit financial management and accounting. We provide comprehensive, full-service support that goes beyond monthly financial reporting . We provide financial oversight, maintain internal controls and compliance, and oversee all tax preparation and financial statement audit/review coordination. **Financial Management & Oversight** - Prepare monthly financial statements and executive dashboards - Monitor budgets and forecast variances - Track cash flow, reserve balances, and long-term financial sustainability **Bookkeeping & Transaction Processing** - Provide full-cycle bookkeeping services - Process accounts payable and credit card transactions - Reconcile bank, credit card, and investment accounts **Internal Controls & Compliance** - Establish structured approval workflows for expenditures and reimbursements - Maintain segregation of duties to mitigate fraud risk - Ensure adherence to financial policies and GAAP standards **Audit & Review Support** - Prepare audit/review workpapers for external CPA firms - Coordinate and oversee the timely completion of annual engagements **Tax Filings & Regulatory Reporting** - Manage preparation and filing of IRS Form 990 and other required federal or state submissions - Support sales tax filings, charitable registrations, and lobbying disclosures as needed ## Education & Events Services ![Animated Calendar Icon](https://amrms.com/wp-content/uploads/2025/10/calendar.gif "calendar") AMR takes a comprehensive approach to education, conferences and meetings, using a design-based process to coordinate seamlessly every phase of our clients’ events. Integrating audience assessment and goal setting across the range of association in-person and digital education, AMR supports clients in achieving the year-round, meaningful education experience required for the modern association. Content, branding, and member experience are brought to life by high-quality, detail-oriented operations spanning the annual event cycle. - Learning Management System (LMS) - Venue Review and Contracts - Event Planning - Event Execution & Production - Marketing & Communications - Content Strategy ## Images From Our Client Events ![NAISCO Annual 2021 Seattle Welcome Reception. Photo by Alabastro Photography.](https://amrms.com/wp-content/uploads/2022/07/21NASCIO_RECEPTION-001.jpg "NAISCO Annual 2021 Seattle Welcome Reception. Photo by Alabastro Photography.") ![NASCIO Annual Conference 2021. Networking break. Photo by Alabasto Photography.](https://amrms.com/wp-content/uploads/2022/07/21NASCIO_NWB-093.jpg "NASCIO Annual Conference 2021. Networking break. Photo by Alabasto Photography.") ![NASCIO Annual Conference 2021. iUrbanTeen. Photo by Alabasto Photography.](https://amrms.com/wp-content/uploads/2022/07/21NASCIO_NWB-106.jpg "NASCIO Annual Conference 2021. iUrbanTeen. Photo by Alabasto Photography.") ![WEN 2019 Registration](https://amrms.com/wp-content/uploads/2022/07/JTP_6191.jpg "WEN 2019 Registration") ![WEN 2019 Registration](https://amrms.com/wp-content/uploads/2022/07/JTP_5610.jpg "WEN 2019 Registration") ![Reception Desk](https://amrms.com/wp-content/uploads/2022/07/Conference2.png "Reception Desk") ![2023 ABRF Conference Photos By Kyle Klein ](https://amrms.com/wp-content/uploads/2023/07/ABRF-2023-31.jpg "ABRF-2023-31") ![2021 NASCIO Reception](https://amrms.com/wp-content/uploads/2022/07/21NASCIO_RECEPTION-042.jpg "2021 NASCIO Reception") ![NASCIO Annual Conference 2021. Registration. Photo by Alabasto Photography.](https://amrms.com/wp-content/uploads/2022/07/21NASCIO_NWB-016.jpg "NASCIO Annual Conference 2021. Registration. Photo by Alabasto Photography.") ![NASCIO Annual Conference 2021. Networking break. Photo by Alabasto Photography.](https://amrms.com/wp-content/uploads/2022/07/21NASCIO_NWB-131.jpg "NASCIO Annual Conference 2021. Networking break. Photo by Alabasto Photography.") ![WEN 2019 Reception](https://amrms.com/wp-content/uploads/2022/07/JTP_4727.jpg "WEN 2019 Reception") ![ABRF Registration Area](https://amrms.com/wp-content/uploads/2023/07/ABRF-Reception.png "ABRF-Reception") ![WEN 2019 Reception](https://amrms.com/wp-content/uploads/2022/07/JTP_4592.jpg "WEN 2019 Reception") ![2023 ABRF Conference Photos By Kyle Klein ](https://amrms.com/wp-content/uploads/2023/07/ABRF-2023-33.jpg "ABRF-2023-33") ![NASCIO Networking Nook](https://amrms.com/wp-content/uploads/2022/07/Conference6.png "NASCIO Networking Nook") ![NASCIO Annual Conference 2021. HeadShots. Photo by Alabasto Photography.](https://amrms.com/wp-content/uploads/2022/07/21NASCIO_NWB-030.jpg "NASCIO Annual Conference 2021. HeadShots. Photo by Alabasto Photography.") ![NASCIO Dinner Event](https://amrms.com/wp-content/uploads/2022/07/Conference9.png "NASCIO Dinner Event") ![Sponsor Cubes](https://amrms.com/wp-content/uploads/2022/07/Conference4.png "Sponsor Cubes") ![2023 ABRF Conference Photos By Kyle Klein ](https://amrms.com/wp-content/uploads/2023/07/ABRF-2023-20.jpg "ABRF-2023-20") ![2023 ABRF Conference Photos By Kyle Klein ](https://amrms.com/wp-content/uploads/2023/07/ABRF-2023-35.jpg "ABRF-2023-35") ![NASCIO Annual Conference 2021. Round Tables Photo by Alabasto Photography.](https://amrms.com/wp-content/uploads/2022/07/21NASCIO_BOS-027.jpg "NASCIO Annual Conference 2021. Round Tables Photo by Alabasto Photography.") ![NASCIO Annual Conference 2021. Member Center. Photo by Alabasto Photography.](https://amrms.com/wp-content/uploads/2022/07/21NASCIO_NWB-048.jpg "NASCIO Annual Conference 2021. Member Center. Photo by Alabasto Photography.") ![NASCIO Annual Conference 2021. Member Center. Photo by Alabasto Photography.](https://amrms.com/wp-content/uploads/2022/07/21NASCIO_NWB-041.jpg "NASCIO Annual Conference 2021. Member Center. Photo by Alabasto Photography.") ![NASCIO Annual Conference 2021. Networking Break. Photo by Alabasto Photography.](https://amrms.com/wp-content/uploads/2022/07/21NASCIO_NWB-005.jpg "NASCIO Annual Conference 2021. Networking Break. Photo by Alabasto Photography.") ![Branded Lounge Couch](https://amrms.com/wp-content/uploads/2022/07/Conference1.png "Branded Lounge Couch") ![2023 ABRF Conference Photos By Kyle Klein ](https://amrms.com/wp-content/uploads/2023/07/ABRF-2023-7.jpg "ABRF-2023-7") ![2023 ABRF Conference Photos By Kyle Klein ](https://amrms.com/wp-content/uploads/2023/07/ABRF-2023-19.jpg "ABRF-2023-19") ## Virtual and Hybrid Events ![Virtual Conference Graphic](https://amrms.com/wp-content/uploads/2022/07/Virt5.png "Virt5") Associations are conveners. People come to associations as a reliable and accessible platform for convening of professional leaders, education, and business opportunities. As the experience of convening changes, a comprehensive strategy driving digital and virtual components helps ensure you meet the evolving needs of stakeholders and supports long-term organizational viability. AMR can help you build a design-based strategy for your virtual and hybrid events driven by the key steps necessary to execute an effective virtual offering — determine the purpose and desired outcomes; build out an event program and identify the right technology tools to deliver on those outcomes; implement and execute the digital event; and review and evaluate the success to drive future decision-making. The AMR virtual strategy process helps ensure not only the success of an individual event or offering, but also facilitates larger exploration of the digital engagement plays as your Associations navigates the ever-changing environment. ![Virtual Event Samples](https://amrms.com/wp-content/uploads/2022/07/Virt8.png "Virtual Event Samples") ![AMR Studio Green Screen Shot 1](https://amrms.com/wp-content/uploads/2022/07/Virt3.png "AMR Studio Green Screen Shot 1") ![Virtual Event Samples](https://amrms.com/wp-content/uploads/2022/07/Virt7.png "Virtual Event Samples") ![AMR Studio Green Screen Shot 2](https://amrms.com/wp-content/uploads/2022/07/Virt2.png "AMR Studio Green Screen Shot 2") ![Virtual Event Samples](https://amrms.com/wp-content/uploads/2022/07/Virt9.png "Virtual Event Samples") ![AMR Studio Monitor](https://amrms.com/wp-content/uploads/2022/07/Virt1.png "AMR Studio Monitor") ## Video Production ![Video Slide Animated Icon](https://amrms.com/wp-content/uploads/2025/10/video.gif "video") Video is no longer optional it is essential. Today’s audiences expect dynamic, visual content that inspires action and connection. Whether it’s a social media campaign, event highlight, or member story, AMR’s video production team helps you stand out. We remove the barriers of traditional production, offering high quality, audience specific videos created faster and more affordably. Because our creative, communications, and strategy experts are all part of one integrated team, your video will align perfectly with your association’s mission and message. - Pre & Post Production - Story boarding - Animation - Video Editing - Sound Production [uabb-video-gallery](https://www.youtube.com/watch?v=j9Mix0g9UcI) [uabb-video-gallery](https://www.youtube.com/watch?v=B6r7HWLG6z0&t=1s) [uabb-video-gallery](https://www.youtube.com/watch?v=HAKQ0fAP0T8) [uabb-video-gallery](https://www.youtube.com/watch?v=UaOnCmyNZ_0) [uabb-video-gallery](https://www.youtube.com/watch?v=6PIVcZN5NIQ) [uabb-video-gallery](https://www.youtube.com/watch?v=fPeFV3Y5qEA) [uabb-video-gallery](https://www.youtube.com/watch?v=ICHnPQXAeHw) [uabb-video-gallery](https://www.youtube.com/watch?v=Qahru3urcvI)## Technology Services ![Computer Animated Icon](https://amrms.com/wp-content/uploads/2025/10/computer.gif "computer") Technology drives connection, efficiency, and growth for today’s associations. From managing member databases to hosting virtual events, AMR’s integrated technology team ensures your systems run smoothly and securely. We provide the strategy, tools, and support to help your organization communicate effectively, engage members, and streamline operations-all while saving time and resources. Our approach combines technical expertise with an understanding of association needs, helping you leverage technology to achieve your mission. - Technology Planning - Website Development and Management - Email and Communication Systems - Electronic File and Data Management - Virtual Meeting Support (Video Conferencing, Webinars) - Video Editing and Production - Association Management System (AMS) Administration - Database Integration and Reporting - Online Event Registration and Payment Systems - IT Security and Data Protection - Software and Platform Training - Technical Support and Troubleshooting [ ![Constant Contact](https://amrms.com/wp-content/uploads/2022/07/Tech2.png "Constant Contact") ](https://www.constantcontact.com/) [ ![Higher Logic Logo](https://amrms.com/wp-content/uploads/2022/07/Tech5.png "Higher Logic Logo") ](https://www.higherlogic.com/) [ ![MemberClicks Logo](https://amrms.com/wp-content/uploads/2022/07/TechMC.png "MemberClicks Logo") ](https://memberclicks.com/) [ ![SQL Server Logo](https://amrms.com/wp-content/uploads/2022/07/Tech8.png "SQL Server Logo") ](https://www.microsoft.com/en-us/sql-server) [ ![MemberClicks LMS Logo](https://amrms.com/wp-content/uploads/2022/07/MCLMS-Lgoo.png "MemberClicks LMS Logo") ](https://personifycorp.com/products/classroom/) [ ![Accel Events Logo](https://amrms.com/wp-content/uploads/2022/07/Accel-Logo.png "Accel Events Logo") ](https://www.accelevents.com/) [ ![Office 365 Logo](https://amrms.com/wp-content/uploads/2022/07/Tech1.png "Office 365 Logo") ](https://www.office.com/) [ ![Zoom Logo](https://amrms.com/wp-content/uploads/2022/07/TechZoom.png "Zoom Logo") ](https://zoom.us/) [ ![Cvent Logo](https://amrms.com/wp-content/uploads/2022/07/Tech4.png "Cvent Logo") ](https://www.cvent.com/) [ ![Socio Logo](https://amrms.com/wp-content/uploads/2022/07/SOCIO-Logo.png "Socio Logo") ](https://socio.events/) [ ![WordPress Logo](https://amrms.com/wp-content/uploads/2022/07/Tech7.png "WordPress Logo") ](https://wordpress.org/) ## Creative & Web Services ![Design Animated Icon](https://amrms.com/wp-content/uploads/2025/10/logo-design.gif "logo-design") Your association’s story deserves to be seen, heard, and remembered. AMR’s marketing and creative team brings together experienced association professionals, designers, and digital strategists who know how to turn ideas into impact. From brand identity to website design, we create cohesive, compelling communications that connect with your audience and strengthen your mission. Whether you’re launching a campaign, redesigning your site, or reimagining your member experience, we help your association make a lasting impression online and beyond. - Marketing Strategy and Campaign Development - Graphic Design and Branding - Digital and Print Publishing - Public Relations and Media Outreach - Content Management and Copywriting - Social Media Strategy and Management - Website Design and User Experience (UX) ![NASCIO Awards Columns](https://amrms.com/wp-content/uploads/2022/07/NASCIO-Awards.png "NASCIO Awards Columns") ![Branded Lounge Couch](https://amrms.com/wp-content/uploads/2022/07/Conference1.png "Branded Lounge Couch") ![NASCIO Stage](https://amrms.com/wp-content/uploads/2025/10/NASCIO-Stage.png "NASCIO-Stage") ![WEN boards](https://amrms.com/wp-content/uploads/2025/10/WEN-boards.png "WEN boards") ![SOAP 2025 Annual Meeting logo](https://amrms.com/wp-content/uploads/2025/10/SOAP-2025-Annual-Meeting-logo_FINAL_OL.png "SOAP 2025 Annual Meeting logo_FINAL_OL") ![NASCIO publication samples](https://amrms.com/wp-content/uploads/2025/10/NASCIO-pubs.png "NASCIO publications") ![NASCIO 2020 Branding](https://amrms.com/wp-content/uploads/2022/07/NASCIO2020.png "NASCIO 2020 Branding") ![NASCA Cubes](https://amrms.com/wp-content/uploads/2022/07/Creative12.png "NASCA Cubes") ![NASCIO 2024 Stage](https://amrms.com/wp-content/uploads/2025/10/NASCIO2024-Satage.png "NASCIO2024-Satage") ![KyANA 70th Logo](https://amrms.com/wp-content/uploads/2025/10/KYANA_70-Years_logo_FINAL_tag.png "KYANA_70 Years_logo_FINAL_tag") ![NAGDCA 2025 Conference Logo](https://amrms.com/wp-content/uploads/2025/10/NAGDCA-2025-Conference-Logo_FINAL.png "NAGDCA 2025 Conference Logo_FINAL") ![NACBH Postcard Samples](https://amrms.com/wp-content/uploads/2025/10/NACBH-Postcard.png "NACBH Postcard") ![NASCIO 2019 Branding](https://amrms.com/wp-content/uploads/2022/07/NASCIO2019.png "NASCIO 2019 Branding") ![NASCA Brochure](https://amrms.com/wp-content/uploads/2022/07/Creative9.png "NASCA Brochure") ![NASCIO Badge](https://amrms.com/wp-content/uploads/2025/10/NASCIO-Badge.png "NASCIO-Badge") ![NAGDCA 2024 Annual Meeting Logo](https://amrms.com/wp-content/uploads/2025/10/NAGDCA-2024-Annual-Conference-Logo-FINAL.png "NAGDCA 2024 Annual Conference Logo FINAL") ![ABRF 2025 Annual Meeting logo](https://amrms.com/wp-content/uploads/2025/10/ABRF-2025-Annual-Meeting-logo-05.png "ABRF 2025 Annual Meeting logo-05") ![empower mag covers](https://amrms.com/wp-content/uploads/2025/10/empower-mag-covers.png "empower mag covers") ![Gala Branding](https://amrms.com/wp-content/uploads/2022/07/NightGala.png "Gala Branding") ![NASCIO Water Bottle](https://amrms.com/wp-content/uploads/2022/07/Creative7.png "NASCIO Water Bottle") ![NASCIO Hub 2025](https://amrms.com/wp-content/uploads/2025/10/NASCIO-Hub2025.png "NASCIO-Hub2025") ![SOAP 2027 Annual Meeting logo](https://amrms.com/wp-content/uploads/2025/10/SOAP-2027-Annual-Meeting-logo_FINAL_OL.png "SOAP 2027 Annual Meeting logo_FINAL_OL") ![LSA 2026 Annual Meeting Logo](https://amrms.com/wp-content/uploads/2025/10/LSA-2026-Annual-Meeting-Logo_FINAL_OL.png "LSA 2026 Annual Meeting Logo_FINAL_OL") ![Growth Strategies publications](https://amrms.com/wp-content/uploads/2025/10/Growth-Strategies-publications.png "Growth Strategies publications") ![ACH Website](https://amrms.com/wp-content/uploads/2025/10/ACH-Website.png "ACH-Website") ![AAM Website](https://amrms.com/wp-content/uploads/2025/10/AAM-Website.png "AAM-Website") ![AAES Foundation Website](https://amrms.com/wp-content/uploads/2025/10/AAESFoundationWebsite.png "AAESFoundationWebsite") ![AAES Education Website](https://amrms.com/wp-content/uploads/2025/10/AAES_Website.png "AAES_Website") ## Designing From Concept to Completion ![NASCIO From Concept To Design To Final](https://amrms.com/wp-content/uploads/2022/07/Design-Concept.png "NASCIO From Concept To Design To Final") ## Rebranding ![Showing The Old Branding VS the New Branding](https://amrms.com/wp-content/uploads/2022/07/APBP.png "APBP Rebranding") --- ### [Contact Us](https://amrms.com/contact-us/) **Published:** June 8, 2022 **Author:** Mike Cooke **Content:** ![Photo showing a keyboard and different icons for contact methods](https://amrms.com/wp-content/uploads/2025/10/ContactUsHeader.png "ContactUsHeader") Let’s start a conversation about your association’s future. AMR is an **AMCI accredited association management company** providing leadership, operational, and creative expertise that helps associations grow and succeed. **Reach out today** to see how we can partner with you to change the world-together. ## Contact AMR By Phone ![Phone Icon](https://amrms.com/wp-content/uploads/2022/08/CallUs.png "CallUs") ## Feel free to give us a call ## 859-514-9150 ## Shoot Us An Email Name(Required) First Last Email(Required) Phone Message(Required) Submit Δ ![Valerie Workman](https://amrstorage.nyc3.digitaloceanspaces.com/core/headshots/55.png) ![Lisa Thompson](https://amrstorage.nyc3.digitaloceanspaces.com/core/headshots/41.png) ![Mike Cooke](https://amrstorage.nyc3.digitaloceanspaces.com/core/headshots/1.png) ![Josh Spradling](https://amrstorage.nyc3.digitaloceanspaces.com/core/headshots/29.png) ![Rachael Lawson](https://amrstorage.nyc3.digitaloceanspaces.com/core/headshots/49.png) ![Christina Grimm](https://amrstorage.nyc3.digitaloceanspaces.com/core/headshots/16.png) ![Kate Filipiak](https://amrstorage.nyc3.digitaloceanspaces.com/core/headshots/33.png) ![Andrea You](https://amrstorage.nyc3.digitaloceanspaces.com/core/headshots/8.png) --- ### [The AMR Team](https://amrms.com/the-amr-team/) **Published:** September 19, 2023 **Author:** Mike Cooke **Content:** # Meet Our Team of Association Management Professionals ![Peggy Bauer](https://amrstorage.nyc3.digitaloceanspaces.com/core/headshots/73.png) ![Andrea You](https://amrstorage.nyc3.digitaloceanspaces.com/core/headshots/8.png) ![Gina Cairo](https://amrstorage.nyc3.digitaloceanspaces.com/core/headshots/66.png) ![Cecilia Walker](https://amrstorage.nyc3.digitaloceanspaces.com/core/headshots/15.png) ![Dee Morgan](https://amrstorage.nyc3.digitaloceanspaces.com/core/headshots/60.png) ![Julie Ellis](https://amrstorage.nyc3.digitaloceanspaces.com/core/headshots/30.png) ![Will Engle](https://amrstorage.nyc3.digitaloceanspaces.com/core/headshots/52.png) ![Zoe Cannon](https://amrstorage.nyc3.digitaloceanspaces.com/core/headshots/58.png)## The AMR Team – Experts Doing Expert Work Meet AMR Management Services’ team of specialists, generalists, and functional area experts! With diverse backgrounds in association management, finance, marketing, communications, event planning, technology, and other [service areas](https://amrms.com/services/), our team brings a wealth of knowledge to every project. We pride ourselves on our collaborative approach and commitment to excellence, which drives meaningful impact for our [client partners](/partners/ "Learn more about our client partners"). ![Carly Abernathy](https://amrstorage.nyc3.digitaloceanspaces.com/core/headshots/13.png "Carly Abernathy") Carly Abernathy --- Program Manager --- **Degrees and Credentials:** Bachelor of Science in Integrated Strategic Communications with a focus in Creative Advertising, Minor in Psychology **Association Management Professional Since:** 2016 **What inspires you about your work?** It is exciting to work in a collaborative environment where the main focus is always the success of each one of our clients and their members.The dedication of the whole team to achieve the same goals ensures positive results for our clients. It is the thought and care put into making each association thrive that makes AMR such a special place to work. ![Adriana Alvarez](https://amrstorage.nyc3.digitaloceanspaces.com/core/headshots/80.png "Adriana Alvarez") Adriana Alvarez --- Association Support --- **Association Management Professional Since:** 2011 **What inspires you about your work?** I'm really inspired by the impact that strong support and organization can have on a team. In association management, I've learned that nothing truly moves forward without a great team behind it, and I love being part of that foundation. What motivates me is helping leaders and member succeed, knowing that the work we do ultimately support a larger mission and communities. ![Katherine Barnhart](https://amrstorage.nyc3.digitaloceanspaces.com/core/headshots/62.png "Katherine Barnhart") Katherine Barnhart --- Account Manager and Project Coordinator --- **Degrees and Credentials:** Bachelor of Science from California University of Pennsylvania **Association Management Professional Since:** 2021 **What inspires you about your work?** The chance to work alongside gifted experts, all hustling to make the world a better place! Together, we are a force to be reckoned with on a mission to serve others and make a lasting impact. ![Peggy Bauer](https://amrstorage.nyc3.digitaloceanspaces.com/core/headshots/73.png "Peggy Bauer") Peggy Bauer --- Education & Events Manager --- **Degrees and Credentials:** Certified Meeting Professional (CMP) Certified in Exhibition Management (CEM) **Association Management Professional Since:** 2004 **What inspires you about your work?** With over 20 years of experience in association meeting and event planning, and a background in hotel operations, I bring a comprehensive understanding of the event lifecycle from both the planner and hospitality perspectives. I’m passionate about transforming ideas into impactful, seamless events that deliver value and memorable experiences. ![Kevin Becknell](https://amrstorage.nyc3.digitaloceanspaces.com/core/headshots/3.png "Kevin Becknell") Kevin Becknell --- Director of Technology --- **Degrees and Credentials:** Bachelor of Science in Business Administration and Computer Information Systems **Association Management Professional Since:** 2018 **What inspires you about your work?** Working in association management is a way for me to be a small part of many organizations that are making a difference in their respective fields. Every day is an opportunity to help solve a new technology challenge. ![DeLaine Bender](https://amrstorage.nyc3.digitaloceanspaces.com/core/headshots/61.png "DeLaine Bender") DeLaine Bender --- Chief Growth Officer --- **Degrees and Credentials:** Certified Association Executive (CAE), Bachelor of Arts in Journalism & Mass Communication, University of Oklahoma **Association Management Professional Since:** 1995 **What inspires you about your work?** In my career, I have been blessed to work with some amazing, inspiring association leaders, who have become mentors and friends. I also enjoy the challenging, ever-changing environment of associations, and the sense of fulfillment in having made a difference in a profession or on an issue. ![Mollie Blafer](https://amrstorage.nyc3.digitaloceanspaces.com/core/headshots/77.png "Mollie Blafer") Mollie Blafer --- Program Manager --- **Degrees and Credentials:** State University of New York, College at Cortland: B.A. Sociology James Madison University: M.Ed. College Student Personnel Administration **Association Management Professional Since:** 2023 **What inspires you about your work?** I’m energized by the opportunity to partner with mission‑driven associations as they work toward meaningful goals. Contributing to the growth and confidence of leaders in their industries inspires me every day, and I love knowing that my work helps strengthen the impact they have on their communities. ![Lindsey Boadi](https://amrstorage.nyc3.digitaloceanspaces.com/core/headshots/72.png "Lindsey Boadi") Lindsey Boadi --- Education & Events Manager --- **Degrees and Credentials:** Master of Business Administration (MBA) – Texas Woman’s University Bachelor of Business Administration in Finance – Texas Tech University **Association Management Professional Since:** 2022 **What inspires you about your work?** I’m inspired by the opportunity to create meaningful experiences that bring people together and drive impact. Knowing that the work I do supports learning, connection, and purpose keeps me motivated. I also value the collaboration and creativity that come with managing events and education programs. ![Melanie Bowzer](https://amrstorage.nyc3.digitaloceanspaces.com/core/headshots/43.png "Melanie Bowzer") Melanie Bowzer --- Vice President Client Services --- **Degrees and Credentials:** Certified Association Executive (CAE), Bachelor of Arts in English, **Association Management Professional Since:** 2011 **What inspires you about your work?** I enjoy channeling the energy and innovative ideas from leadership into productive measures that move us closer to achieving the long-term goals of the association. Association management is about working with enthusiastic and talented people to advance their profession. ![Natalie Boyd](https://amrstorage.nyc3.digitaloceanspaces.com/core/headshots/74.png "Natalie Boyd") Natalie Boyd --- Project Coordinator --- **Degrees and Credentials:** Bachelor of Science, Bioenvironmental Sciences – Texas A&M University **Association Management Professional Since:** 2025 **What inspires you about your work?** I'm inspired by the work we do at AMR because I get to help mission-driven organizations bring their goals and visions to life. As a Project Coordinator, I love being behind the scenes organizing, planning, and coordinating all the moving pieces that make a big impact. It's rewarding to see everything come together and know that my support helps our clients grow, thrive, and serve their communities. ![Carissa Bradt](https://amrstorage.nyc3.digitaloceanspaces.com/core/headshots/12.png "Carissa Bradt") Carissa Bradt --- Staff Accountant --- **Degrees and Credentials:** University of North Texas-B.S. Accounting Control Systems **Association Management Professional Since:** 2022 **What inspires you about your work?** I feel inspired when my work benefits someone else and what they do for the greater good. ![Kelly Braniff](https://amrstorage.nyc3.digitaloceanspaces.com/core/headshots/34.png "Kelly Braniff") Kelly Braniff --- Executive Director --- **Degrees and Credentials:** B.S in Biology from Loyola University New Orleans, Certified Association Executive (CAE), Certified Fundraising Executive (CFRE) **Association Management Professional Since:** 2018 **What inspires you about your work?** Every day I enjoy the opportunity to work for associations that are changing the world. I know that my talents for organizing, strategizing, and streamlining processes allow the Board, committees, and members time and energy to advance their profession and achieve their mission. My role is not just a job but a chance to empower and engage professionals to achieve their dreams. ![Seneca Brown](https://amrstorage.nyc3.digitaloceanspaces.com/core/headshots/53.png "Seneca Brown") Seneca Brown --- Project Coordinator --- **Degrees and Credentials:** Bachelor's of Science in Communication Studies **Association Management Professional Since:** 2024 **What inspires you about your work?** I enjoy working alongside volunteers to turn their visions into actions to further their missions. It is inspiring to be on a team with association management professionals at AMR who are also passionate about contributing to the growth of our clients! ![Gina Cairo](https://amrstorage.nyc3.digitaloceanspaces.com/core/headshots/66.png "Gina Cairo") Gina Cairo --- Program Manager --- **Degrees and Credentials:** Bachelor of Science in Business Management from the University of Wisconsin-Parkside **Association Management Professional Since:** 2014 **What inspires you about your work?** I'm inspired by the dedication and passion association volunteer leaders bring to their work. Having the opportunity to build strong relationships with our clients and support their success is incredibly rewarding. ![Zoe Cannon](https://amrstorage.nyc3.digitaloceanspaces.com/core/headshots/58.png "Zoe Cannon") Zoe Cannon --- Member Services Coordinator --- **Degrees and Credentials:** Bachelor of Business Administration from Eastern Kentucky University **Association Management Professional Since:** 2024 **What inspires you about your work?** I love having a positive impact to contribute to our associations' success. The experience is even more rewarding thanks to a supportive and inspiring team! ![Rhonda Clark](https://amrstorage.nyc3.digitaloceanspaces.com/core/headshots/50.png "Rhonda Clark") Rhonda Clark --- Executive Director --- **Degrees and Credentials:** Bachelors of Arts in Public Relations **Association Management Professional Since:** 2016 **What inspires you about your work?** Being part of a team and working with volunteers that are dedicated to driving an organization’s mission and fulfilling its goals is truly inspiring and meaningful to me. It’s very fulfilling to help advance people in their careers as well as elevate an industry or profession. ![Amantha Cook](https://amrstorage.nyc3.digitaloceanspaces.com/core/headshots/6.png "Amantha Cook") Amantha Cook --- Member Services Manager --- **Degrees and Credentials:** BA in Communications **Association Management Professional Since:** 2021 **What inspires you about your work?** I love getting to work with such a diverse group of associations through AMR. Working with such a talented and dedicated team inspires me to grow in my knowledge of association management daily. ![Mike Cooke](https://amrstorage.nyc3.digitaloceanspaces.com/core/headshots/1.png "Mike Cooke") Mike Cooke --- Director of Web Strategy --- **Degrees and Credentials:** Bachelor of Arts in Radio, Television, and Interactive Media Baylor University **Association Management Professional Since:** 2014 **What inspires you about your work?** Every day is a new adventure and you never know what new web technology a client or client team wants to try next. Working in the association management world keeps me busy and my skills fresh. I love having the chance to be a member of several different teams here at AMR. ![Nelia Dashiell](https://amrstorage.nyc3.digitaloceanspaces.com/core/headshots/84.png "Nelia Dashiell") Nelia Dashiell --- Marketing Communication Specialist --- **Degrees and Credentials:** Bachelor’s of Arts in English and Mass Media from Virginia Commonwealth University **Association Management Professional Since:** 2019 **What inspires you about your work?** I’m inspired by the opportunity to combine creativity with strategy to drive impactful communications and marketing campaigns. I enjoy collaborating with teams to meet goals while bringing new ideas to the table. The ability to work with professionals and organizations that are passionate about their missions, and knowing that my work helps amplify their impact, is incredibly fulfilling. ![Mellow DeBenedetto](https://amrstorage.nyc3.digitaloceanspaces.com/core/headshots/44.png "Mellow DeBenedetto") Mellow DeBenedetto --- Senior Member Service Coordinator --- **Association Management Professional Since:** 2022 **What inspires you about your work?** I am inspired by people. Be it by helping them solve a problem or reach a goal, working with others and for others is my happy place. After 25 years in the event and customer service industries I wouldn’t think of doing anything else. Working collaboratively to reach a goal or create an event for a client that is passionate about their cause, is a dream come true for me. Overcoming challenges and exceeding a client’s or team member’s expectations is what keeps me excited about my job. ![Hannah DiLoreto](https://amrstorage.nyc3.digitaloceanspaces.com/core/headshots/25.png "Hannah DiLoreto") Hannah DiLoreto --- Executive Director --- **Degrees and Credentials:** Bachelor of Science in Human Services from Northeastern University **Association Management Professional Since:** 2021 **What inspires you about your work?** I find it incredibly rewarding to work with associations where everyone is driven by a shared mission and passion. Helping them turn their vision into tangible results-whether through strategic growth, effective collaboration, or impactful initiatives-motivates me every day. ![Deanna Dillender](https://amrstorage.nyc3.digitaloceanspaces.com/core/headshots/18.png "Deanna Dillender") Deanna Dillender --- Education & Events Manager --- **Degrees and Credentials:** MBA & BS Marketing, both from University of Southern Indiana, Certified Meeting Planner (CMP) **Association Management Professional Since:** 1996 **What inspires you about your work?** I love collaborating with professionals who value networking and education as an important part of their work life experience. ![Justin Dodge](https://amrstorage.nyc3.digitaloceanspaces.com/core/headshots/31.png "Justin Dodge") Justin Dodge --- Executive Director --- **Degrees and Credentials:** BA in Economics and Russian Language & Civilization from the University of Wisconsin-Madison & MA in Central & Eastern European Studies from Uniwersytet Jagiellonski (Krakow, Poland) **Association Management Professional Since:** 2007 **What inspires you about your work?** What inspires you about your work? Making a positive impact in the world around me. I particularly enjoy collaborating with individuals who offer various opinions, experiences and perspectives to achieve a unified mission and vision, which in turn improves their association and the community they serve. ![Savannah Dodson](https://amrstorage.nyc3.digitaloceanspaces.com/core/headshots/79.png "Savannah Dodson") Savannah Dodson --- Program Manager --- **Degrees and Credentials:** MPH, Community Health and Health Behavior, East Carolina University; BS, Public Health, East Carolina University **Association Management Professional Since:** 2022 **What inspires you about your work?** I enjoy building strong relationships, creating organized systems behind the scenes, and knowing that the work I do helps associations operate more effectively and deliver real value to their communities. ![Jennifer Duckworth](https://amrstorage.nyc3.digitaloceanspaces.com/core/headshots/26.png "Jennifer Duckworth") Jennifer Duckworth --- Executive Director --- **Degrees and Credentials:** Juris Doctor, Bachelor of Arts in Psychology **Association Management Professional Since:** 2010 **What inspires you about your work?** It is rewarding to work with associations that have ability to impact meaningful change and drive professional growth within an industry. Working alongside dedicated volunteers to help fulfill their organization’s mission and serve their membership is something I truly enjoy. ![Julie Ellis](https://amrstorage.nyc3.digitaloceanspaces.com/core/headshots/30.png "Julie Ellis") Julie Ellis --- Digital Experience Manager --- **Degrees and Credentials:** Bachelor of Science in Integrated Strategic Communications and Bachelor’s of Science in Merchandising, Apparel and Textiles **Association Management Professional Since:** 2018 **What inspires you about your work?** I’m inspired to be a part of a team that is dedicated to serving each organization’s mission and delivering results that help them achieve their goals. ![Glen Ellwood](https://amrstorage.nyc3.digitaloceanspaces.com/core/headshots/24.png "Glen Ellwood") Glen Ellwood --- Assistant Director of Education and Events --- **Degrees and Credentials:** Master of Divinity, Certified Meeting Professional (CMP), LES **Association Management Professional Since:** 2011 **What inspires you about your work?** The opportunity to be part of a creative team that has as their goal the creation of the very best conference experience for association members. To be part of a team that wants to lead and influence the meetings industry as thoughtleaders. To continue to show AMR clients that they have made the very best decision in securing our team to manage their association. ![Will Engle](https://amrstorage.nyc3.digitaloceanspaces.com/core/headshots/52.png "Will Engle") Will Engle --- Assistant Director of Education and Events --- **Degrees and Credentials:** Bachelor of Arts in Business Administration; Master of Science in Sport Administration; Certified Meeting Professional designation, 2014 Connect Magazine 40 Under 40 honoree **Association Management Professional Since:** 2006 **What inspires you about your work?** I enjoy doing work that matters for people who are doing work that matters. Doing my job well allows them to focus on the things they do well. ![Thomas Evans](https://amrstorage.nyc3.digitaloceanspaces.com/core/headshots/67.png "Thomas Evans") Thomas Evans --- Creative Director --- **Degrees and Credentials:** Associates in Visual Communication/Art Institute of Pittsburgh **Association Management Professional Since:** 2022 **What inspires you about your work?** It all starts with an idea. If I'm not creating, then I'm thinking about it – the next design, the next photoshoot, the next project. Communication and collaboration, combined with creativity and work ethic, are key components to bringing clean, clear, and effective design to market. ![Linda Fairbanks](https://amrstorage.nyc3.digitaloceanspaces.com/core/headshots/68.png "Linda Fairbanks") Linda Fairbanks --- Administrative Support --- **Degrees and Credentials:** BA in Public Relations/Journalism from Western Kentucky Universit **Association Management Professional Since:** 1995 **What inspires you about your work?** I love this phase in my career, and the opportunity to continue working in a field where I can bring my experience in associations as administrative support. The role brings me purpose and continues to challenge me with new technologies and an amazing team of people. ![Anne Fehr](https://amrstorage.nyc3.digitaloceanspaces.com/core/headshots/9.png "Anne Fehr") Anne Fehr --- Executive Director --- **Degrees and Credentials:** Certified Association Executive (CAE); Bachelor of Arts in Liberal Arts/Communications, Spring Hill College **Association Management Professional Since:** 2013 **What inspires you about your work?** Working with an association that is energized and passionate about what they do is infectious. The ability to collaborate with a team that is equally as excited about the mission of the organization as the volunteer leaders and members is truly amazing. ![Kate Filipiak](https://amrstorage.nyc3.digitaloceanspaces.com/core/headshots/33.png "Kate Filipiak") Kate Filipiak --- Executive Director --- **Degrees and Credentials:** Certified Association Executive (CAE); Bachelor of Science in Marketing, Management and Public Relations from the University of Wisconsin – Green Bay **Association Management Professional Since:** 2005 **What inspires you about your work?** I enjoy helping organizations achieve their greatest potential. Working with volunteer leaders to see their ideas become reality is always a positive experience. Associations do exceptional work and its great to be a part of that positive impact on the world. ![Ilse Garcia Romero](https://amrstorage.nyc3.digitaloceanspaces.com/core/headshots/78.png "Ilse Garcia Romero") Ilse Garcia Romero --- Project Coordinator --- **Degrees and Credentials:** Master of Arts in Media Studies from University of Texas at Austin; Bachelor of Arts in English from Rutgers University-Camden **Association Management Professional Since:** 2026 **What inspires you about your work?** I am driven by a passion for working and helping people, especially groups that have been underrepresented or underserved. Through my work, I aim to uplift marginalized voices, encourage issue advocacy, and inspire action. ![Kara Gilley](https://amrstorage.nyc3.digitaloceanspaces.com/core/headshots/57.png "Kara Gilley") Kara Gilley --- Member Services Coordinator --- **Association Management Professional Since:** 2024 **What inspires you about your work?** It is a rewarding opportunity to work with an association management company where the team is eager to help and finds purpose in everything they do. I'm inspired by the impact associations make, and I enjoy channeling my passion and curiosity to support various organizations and their members. Being part of AMR is both inspiring and fulfilling. ![Amy Glasscock](https://amrstorage.nyc3.digitaloceanspaces.com/core/headshots/7.png "Amy Glasscock") Amy Glasscock --- Program Director, Innovation & Emerging Issues --- **Degrees and Credentials:** BA, Berea College; MA, University of Kentucky Patterson School; Certified Information Privacy Manager, IAPP **Association Management Professional Since:** 2008 **What inspires you about your work?** I like dealing with policy issues on the national scale. It gives me a chance to get a snapshot of what’s going on around the country and I get to see the big picture in a particular policy area. ![Christina Grimm](https://amrstorage.nyc3.digitaloceanspaces.com/core/headshots/16.png "Christina Grimm") Christina Grimm --- Senior Member Services Coordinator --- **Degrees and Credentials:** Associate in Applied Science **Association Management Professional Since:** 2022 **What inspires you about your work?** What inspires me most is collaborating with thoughtful, mission-driven colleagues who are committed to serving others. I continue to be motivated by the opportunity to partner with our associations as they work to change the world! It remains an honor to be part of the AMR team and contribute to work that truly makes a difference. ![Katherine Harville](https://amrstorage.nyc3.digitaloceanspaces.com/core/headshots/63.png "Katherine Harville") Katherine Harville --- Director of Education & Research --- **Degrees and Credentials:** M.A., PhD **Association Management Professional Since:** 2022 **What inspires you about your work?** Working with passionate, dedicated individuals is an inspiration unto itself. The opportunity to assist those individuals in achieving their goals is just the cherry on top. Association management allows me to immerse myself in an environment that is both inspirational and rewarding all while helping improve the quality of communication and relationships in the field of healthcare. I am so grateful for the opportunity to work alongside my fellow association management professionals at AMR to help our clients in making their goals a reality. ![Janie Henderson](https://amrstorage.nyc3.digitaloceanspaces.com/core/headshots/71.png "Janie Henderson") Janie Henderson --- Program Manager --- **Degrees and Credentials:** Bachelors of Science, Communications and Nonprofit Association Management Certification from Kennesaw State University **Association Management Professional Since:** 2013 **What inspires you about your work?** I enjoy being surrounded by people who love what they do, and continually strive to grow and develop! Working in association management provides so many opportunities to work with passionate people who are making a difference in their industry. ![Emily Hensler](https://amrstorage.nyc3.digitaloceanspaces.com/core/headshots/20.png "Emily Hensler") Emily Hensler --- Project Coordinator --- **Degrees and Credentials:** MA in Communication Studies from the University of Alabama; Certified Associate in Project Management (CAPM) **Association Management Professional Since:** 2014 **What inspires you about your work?** Working with a group of like-minded individuals all working toward a common goal is both unifying and inspiring! I love the diversity that working with associations brings to my daily work. I am constantly learning new skills and expanding my expertise from working with so many talented and creative individuals! ![Rachel Hight](https://amrstorage.nyc3.digitaloceanspaces.com/core/headshots/2.png "Rachel Hight") Rachel Hight --- Director of Business Solutions and Innovation --- **Degrees and Credentials:** Bachelor of Science in Business Administration – University of Tennessee, Master of Business Administration – University of Kentucky, Lean Sigma Green Belt Certified **Association Management Professional Since:** 2018 **What inspires you about your work?** I love to problem solve and figure things out, so what I am most excited for in this new position is getting to work on the business and make an impact on the day to day lives of the AMR team members. I am inspired by the creativity and passion throughout the AMR team and hope to get to use those great qualities to propel the business further. ![Kristy Howard](https://amrstorage.nyc3.digitaloceanspaces.com/core/headshots/36.png "Kristy Howard") Kristy Howard --- Executive Director / Association Manager --- **Degrees and Credentials:** Bachelor of Arts in Sociology, Masters in Intercultural Studies **Association Management Professional Since:** 2010 **What inspires you about your work?** The best part of working in association management is getting to meet people from all over the country and assist them in running an organization that they are very passionate about. I’m inspired by the energy of our volunteers as we work together to better their association. ![Stephanie Jensen](https://amrstorage.nyc3.digitaloceanspaces.com/core/headshots/82.png "Stephanie Jensen") Stephanie Jensen --- Associate Director --- **Degrees and Credentials:** Certified Association Executive (CAE); Bachelor of Arts in International Economics & Professional Certificate in Non-Profit Management from the University of Wisconsin **Association Management Professional Since:** 2013 **What inspires you about your work?** From a young age my family instilled the importance of volunteering and giving back, so I’ve made a career of helping support diverse and inclusive associations that are making a difference in their respective fields. ![Jeremy Johannesen](https://amrstorage.nyc3.digitaloceanspaces.com/core/headshots/28.png "Jeremy Johannesen") Jeremy Johannesen --- Executive Director --- **Degrees and Credentials:** Certified Association Executive (CAE), Bachelor of Science in Arts Education, College of Saint Rose (Albany, NY) **Association Management Professional Since:** 2004 **What inspires you about your work?** Associations bring people together to advance their common goals, share best practices and improve their profession; in supporting those directives I endeavor to make communities stronger, and the world a tiny bit better each day. ![Kathleen Kelley](https://amrstorage.nyc3.digitaloceanspaces.com/core/headshots/64.png "Kathleen Kelley") Kathleen Kelley --- Program Manager --- **Degrees and Credentials:** Master of Science from American University; Bachelor of Arts from High Point University **Association Management Professional Since:** 2022 **What inspires you about your work?** I enjoy being able to assist those who help make a difference every day. I am excited to work with these dedicated individuals to provide knowledge and resources to achieve their goals. I am inspired to continue learning from these individuals and the passionate AMR staff. ![Kelsey Kirsch](https://amrstorage.nyc3.digitaloceanspaces.com/core/headshots/35.png "Kelsey Kirsch") Kelsey Kirsch --- Project Coordinator --- **Degrees and Credentials:** Bachelor of Science in Exercise Physiology from the University of Dayton **Association Management Professional Since:** 2021 **What inspires you about your work?** I enjoy helping others and working toward a common goal. I am excited to use my skills and continue learning and growing in this position. ![Leslie Kowalczyk](https://amrstorage.nyc3.digitaloceanspaces.com/core/headshots/39.png "Leslie Kowalczyk") Leslie Kowalczyk --- Program Manager --- **Degrees and Credentials:** Bachelor of Arts in International Studies **Association Management Professional Since:** 2022 **What inspires you about your work?** I am inspired and excited to help associations work toward the greater good. The Association Management industry provides so many unique opportunities to get an in-depth look at the heart of associations and why they do what they do. As a Program Manager, I enjoy using my expertise to achieve common goals, while also building a collaborative skillset and learning about a variety of fields. ![Megan Kyte](https://amrstorage.nyc3.digitaloceanspaces.com/core/headshots/59.png "Megan Kyte") Megan Kyte --- Program Manager --- **Degrees and Credentials:** BA in Anthropology from the University of Mary Washington **Association Management Professional Since:** 2022 **What inspires you about your work?** Collaborating with mission-driven nonprofit professionals and volunteers is what inspires me. I enjoy using my background in nonprofit development and management to bring new perspectives to our clients’ programs and processes. It’s rewarding to be constantly learning from our clients about their areas of expertise and the positive changes they’re making in the world. ![Emerald LaFortune](https://amrstorage.nyc3.digitaloceanspaces.com/core/headshots/69.png "Emerald LaFortune") Emerald LaFortune --- Program Manager --- **Degrees and Credentials:** Bachelor of Arts, Environmental Studies – University of Montana; Professional Certificate, Non-Profit Administration – University of Montana **Association Management Professional Since:** 2025 **What inspires you about your work?** I am inspired by the passionate volunteers and AMR Staff I work alongside. I enjoy supporting associations as they help create positive change in their industries and beyond. ![Emily Lane](https://amrstorage.nyc3.digitaloceanspaces.com/core/headshots/21.png "Emily Lane") Emily Lane --- Director, Experience & Engagement --- **Degrees and Credentials:** Master of Public Administration, University of Kentucky; Masters, Western Kentucky University; Bachelors of Science, University of Kentucky, Certified Association Executive (CAE), Certified Meeting Professional (CMP) **Association Management Professional Since:** 2006 **What inspires you about your work?** The energy around the association is infectious. I’m surrounded by great people who love what they do and do it well; from my client-specific team, to the larger AMR team, to the association members. ![Shelbey Lang](https://amrstorage.nyc3.digitaloceanspaces.com/core/headshots/65.png "Shelbey Lang") Shelbey Lang --- Executive Director --- **Degrees and Credentials:** Bachelor of Arts from the University of Utah **Association Management Professional Since:** 2022 **What inspires you about your work?** I love working for mission-driven organizations that strive to make a positive difference in the world. ![Rachael Lawson](https://amrstorage.nyc3.digitaloceanspaces.com/core/headshots/49.png "Rachael Lawson") Rachael Lawson --- Project Coordinator --- **Degrees and Credentials:** Bachelors of Science in Business Administration **Association Management Professional Since:** 2020 **What inspires you about your work?** I am inspired by the dedication of our members each and every day, and the commitment that they have to further their education and initiatives. Being surrounded by such hardworking and dedicated professionals encourages me to strive to do my best each and every day and to continue to grow and learn in my professional and personal life. The culture at AMR is unlike any I have experienced before, and I feel incredibly fortunate for the time that I get to spend with this team! ![Molly Marsh](https://amrstorage.nyc3.digitaloceanspaces.com/core/headshots/47.png "Molly Marsh") Molly Marsh --- Director of Education and Events --- **Degrees and Credentials:** Certified Meeting Professional (CMP); Bachelor of Arts, Transylvania University **Association Management Professional Since:** 2007 **What inspires you about your work?** I have a passion for the world of professional associations and the essential support, resources and connections they provide for members. I am an adult learning and meeting design nerd -I am continually inspired by the chance to design face-to-face meetings and innovate content strategy with new techniques, technologies and ideas. ![Allison Martin](https://amrstorage.nyc3.digitaloceanspaces.com/core/headshots/5.png "Allison Martin") Allison Martin --- Program Manager --- **Degrees and Credentials:** Bachelor of Arts in Marketing; Western Kentucky University **Association Management Professional Since:** 2015 **What inspires you about your work?** Working as a collaborative team to bring an associations goals and missions to life. This, as well as, working alongside industry leaders who are passionate about their careers is extremely rewarding. ![Kaitlyn Mathews](https://amrstorage.nyc3.digitaloceanspaces.com/core/headshots/32.png "Kaitlyn Mathews") Kaitlyn Mathews --- Program Manager --- **Degrees and Credentials:** MA in Communication: University of Kentucky, BA in Communication: University of Kentucky **Association Management Professional Since:** 2022 **What inspires you about your work?** I am excited to collaborate with associations to help fulfill their mission and serve their membership. It is inspiring to be on a team with association management professionals at AMR who are also passionate about contributing to the growth of the associations we serve. ![Mari Mellick](https://amrms.com/wp-content/uploads/2026/04/AMR.png "Mari Mellick") Mari Mellick --- Program Manager --- **Degrees and Credentials:** Certified Association Executive (CAE); BS Human Resources Management, Winona State University **Association Management Professional Since:** 1994 **What inspires you about your work?** I’m inspired by making a meaningful difference in the lives of others. I bring this core belief to my work by collaborating with colleagues and clients to strengthen organizations and enhance the experiences of those they serve. ![Dee Morgan](https://amrstorage.nyc3.digitaloceanspaces.com/core/headshots/60.png "Dee Morgan") Dee Morgan --- Office Administrator --- **Degrees and Credentials:** University of Kentucky **Association Management Professional Since:** 2025 **What inspires you about your work?** I enjoy working with a collaborative team to ensure the most effective outcome. I love meeting new people and learning from their experiences. Learning never stops, no matter where you are! Staying positive and optimistic is a must! Challenges are just opportunities in disguise. ![Lauren Myers](https://amrstorage.nyc3.digitaloceanspaces.com/core/headshots/37.png "Lauren Myers") Lauren Myers --- Executive Director --- **Degrees and Credentials:** Bachelor of Arts in Communications specializing in Public Relations & Journalism **Association Management Professional Since:** 2007 **What inspires you about your work?** It inspires me to see the time and dedication members volunteer to further a common goal. ![Nicole Nicholson](https://amrstorage.nyc3.digitaloceanspaces.com/core/headshots/70.png "Nicole Nicholson") Nicole Nicholson --- People Operations Specialist --- **Degrees and Credentials:** Bachelor of Science in Business Administration from Slippery Rock University of Pennsylvania **Association Management Professional Since:** 2025 **What inspires you about your work?** What inspires me most about my opportunity at AMR is the chance to support organizations that are driven by purpose. AMR’s mission to help professional associations grow and thrive resonates with my values-especially the focus on empowering people and strengthening operations behind the scenes. ![Catie Parsley](https://amrstorage.nyc3.digitaloceanspaces.com/core/headshots/14.png "Catie Parsley") Catie Parsley --- Accounting Manager --- **Degrees and Credentials:** Bachelor of Business Administration in Accounting **Association Management Professional Since:** 2016 **What inspires you about your work?** I am very excited to learn about a different type of accounting than what I am used to, as well as for for such a great company. ![Pooja Patel](https://amrstorage.nyc3.digitaloceanspaces.com/core/headshots/76.png "Pooja Patel") Pooja Patel --- Project Coordinator --- **Degrees and Credentials:** Indiana University, Bachelor of Science in Business Management **Association Management Professional Since:** 2023 **What inspires you about your work?** What inspires me about my role at AMR is the opportunity to support mission-driven associations and be part of the meaningful work happening behind the scenes. I’m motivated by knowing that the coordination, organization, and collaboration we do directly supports causes and communities beyond the day-to-day tasks. I also value working closely with a team that’s aligned around purpose and impact. ![Catherine Pauley](https://amrstorage.nyc3.digitaloceanspaces.com/core/headshots/83.png "Catherine Pauley") Catherine Pauley --- Member Services Coordinator --- **Degrees and Credentials:** Western Kentucky University, Bachelor of Music in Music Education Jacksonville State University, Master of Music in Music Education **Association Management Professional Since:** 2024 **What inspires you about your work?** I am inspired by the collaborative spirit of working towards a common goal. My background is in non-profit program management, and I am driven by the opportunity to contribute to meaningful causes and support organizations in reaching their missions. My passion lies in using my skills to help nonprofits thrive, knowing that our collective efforts can create a lasting impact on the communities we serve. ![Lindsay Plath](https://amrstorage.nyc3.digitaloceanspaces.com/core/headshots/40.png "Lindsay Plath") Lindsay Plath --- Education & Events Manager --- **Degrees and Credentials:** Certified Meeting Professional (CMP); Bachelor of Arts, Loyola University Chicago **Association Management Professional Since:** 2017 **What inspires you about your work?** Associations are drivers of so much good in this world. I am inspired by the work associations do and love that my passion for education & events can help elevate organizations and their members. I strive to help create events and experiences that leave lasting impressions on all involved. ![Aurora Pullar](https://amrstorage.nyc3.digitaloceanspaces.com/core/headshots/10.png "Aurora Pullar") Aurora Pullar --- Member Services Coordinator --- **Degrees and Credentials:** B.A. in Psychology from Asbury University **Association Management Professional Since:** 2022 **What inspires you about your work?** Helping others has always been a passion of mine and being on a team do it is icing on the cake. It is a blessing to be able to serve others while impacting the world and growing in the process. ![Bill Ray](https://amrstorage.nyc3.digitaloceanspaces.com/core/headshots/11.png "Bill Ray") Bill Ray --- Controller --- **Degrees and Credentials:** Bachelor of Arts in Accounting from Lycoming College, Certified Public Accountant (CPA) **Association Management Professional Since:** 2022 **What inspires you about your work?** I am passionate about supporting mission focused clients. By managing the finance and accounting needs of our clients, they can focus their time and effort on the mission and vision of their organizations. ![Lori Rempe](https://amrstorage.nyc3.digitaloceanspaces.com/core/headshots/42.png "Lori Rempe") Lori Rempe --- Membership and Sponsorship Manger --- **Association Management Professional Since:** 2007 **What inspires you about your work?** I have been working in Association Management for over 9 years with a career back ground in Travel and Tourism. I love the daily challenges of Association Management, interacting with members and being part of a team. My members first attitude ties in with the golden rule of treat others the way that you would like to be treated. ![Doug Robinson](https://amrstorage.nyc3.digitaloceanspaces.com/core/headshots/19.png "Doug Robinson") Doug Robinson --- Executive Director --- **Degrees and Credentials:** Bachelor of Arts and Master of Public Administration **Association Management Professional Since:** 2004 **What inspires you about your work?** Serving a community of dedicated state government officials who have a very difficult job. The opportunity to lead and advocate for our members and build alliances with strategic partners to advance our mission. ![Nick Ruffin](https://amrstorage.nyc3.digitaloceanspaces.com/core/headshots/48.png "Nick Ruffin") Nick Ruffin --- President & Chief Executive Officer --- **Degrees and Credentials:** Bachelors Degree in Business, Mississippi State University, Certified Association Executive (CAE), Currently on the Board of the Association Management Company Institute (AMCI) **Association Management Professional Since:** 2004 **What inspires you about your work?** As the President of AMR, I love being able to work with all of our clients and help them achieve their goals and overcome challenges. At AMR, our tag line is turning vision into action and actually being a part of that for so many organizations is both inspiring and very rewarding. ![Lauren Santangelo](https://amrstorage.nyc3.digitaloceanspaces.com/core/headshots/38.png "Lauren Santangelo") Lauren Santangelo --- Executive Director --- **Degrees and Credentials:** Bachelor of Journalism in Strategic Communication from the University of Missouri-Columbia. Certified Association Executive (CAE) **Association Management Professional Since:** 2009 **What inspires you about your work?** What inspires me most about working in association management is working alongside association volunteer leaders and seeing their passion for their work. Being able to create content, offer guidance and provide resources and tools that help them be more successful, or help to strengthen the industry in which they work is extremely gratifying. ![Christina Schlinger](https://amrstorage.nyc3.digitaloceanspaces.com/core/headshots/17.png "Christina Schlinger") Christina Schlinger --- Program Manager --- **Degrees and Credentials:** Master of Nonprofit Leadership and Management, Arizona State University **Association Management Professional Since:** 2018 **What inspires you about your work?** I enjoy collaborating with volunteers to further the professional development, growth, and innovation of their field through opportunities within their association. I love using what I learned in my nonprofit master’s program to help them bring their visions to life. ![Rosi Smith](https://amrstorage.nyc3.digitaloceanspaces.com/core/headshots/94-1776960940.png "Rosi Smith") Rosi Smith --- Program Manager --- **Degrees and Credentials:** Bachelor of Science in Business Management from Champlain College **Association Management Professional Since:** 2024 **What inspires you about your work?** The people are what truly inspire me. I've had the privilege of connecting with volunteers and colleagues who are deeply passionate about what they do, and that energy is contagious. Being part of a team that channels that dedication toward meaningful outcomes is something I don't take for granted. ![Josh Spradling](https://amrstorage.nyc3.digitaloceanspaces.com/core/headshots/29.png "Josh Spradling") Josh Spradling --- Deputy Director --- **Degrees and Credentials:** Certified Association Executive (CAE), Bachelor of Science in Journalism, Texas A&M University **Association Management Professional Since:** 2005 **What inspires you about your work?** Association management is the perfect intersection of “doing good” and a professional career. I love supporting the work of dedicated volunteer leaders and members to help them advance their organization’s mission. ![Natalie Stice](https://amrstorage.nyc3.digitaloceanspaces.com/core/headshots/75.png "Natalie Stice") Natalie Stice --- Member Services Coordinator --- **Degrees and Credentials:** Bachelor's degree in Hospitality Management & Tourism from University of Kentucky **Association Management Professional Since:** 2025 **What inspires you about your work?** What inspires me most about my role at AMR is the opportunity to support associations in fulfilling their missions and creating meaningful impact in their industries and communities. I'm driven by the collaborative culture here at AMR and the chance to build lasting relationships through service and shared purpose. ![Eric Sweden](https://amrstorage.nyc3.digitaloceanspaces.com/core/headshots/23.png "Eric Sweden") Eric Sweden --- Program Director, Enterprise Architecture & Governance --- **Degrees and Credentials:** MBA, Master of Business Administration, University of Minnesota, Carlson School of Management;MSIH, Masters of Science, Industrial and Public Health, University of Michigan, School of Public Health; Certified Government Chief Information Officer (CGCIO™), Rutgers University, School of Public Affairs and Administration, andPublic Technology Institute (PTI) **Association Management Professional Since:** 2003 **What inspires you about your work?** Serving our country and our states. Continually learning and facing new challenges in state government. Working with an incredible and dedicated team of public servants that includes our NASCIO staff, our AMR MS staff, our state CIOs and their staff, our corporate partners, and our many allied association partners that serve state government. ![Jennifer Taylor](https://amrstorage.nyc3.digitaloceanspaces.com/core/headshots/27.png "Jennifer Taylor") Jennifer Taylor --- Director of Human Resources --- **Degrees and Credentials:** Bachelor’s Degree in Communications from the University of Kentucky; PHR (Professional in Human Resources) Certification from HRCI **Association Management Professional Since:** 1998 **What inspires you about your work?** I’m fortunate to work for a company that believes in their employees and supports them with a culture that is dedicated to offering challenging work, development opportunities, and excellent benefits. This dedication inspires me to develop programs and policies that support them so they can continue to service our clients and their members. ![Lisa Thompson](https://amrstorage.nyc3.digitaloceanspaces.com/core/headshots/41.png "Lisa Thompson") Lisa Thompson --- Chief Operating Officer (NASCIO) --- **Degrees and Credentials:** Honors Bachelor of Business Administration in Marketing and Bachelor of Arts in History – University of Kentucky **Association Management Professional Since:** 1998 **What inspires you about your work?** Association Management is never boring. You are always learning and innovating and it is never the same job twice. Knowing that the innovation we bring to the table helps our clients and elevates everyone involved is a wonderful feeling. ![Tracy Tucker](https://amrstorage.nyc3.digitaloceanspaces.com/core/headshots/51.png "Tracy Tucker") Tracy Tucker --- Chief Operating Officer --- **Degrees and Credentials:** Bachelor of Science in Accounting from University of Kentucky **Association Management Professional Since:** 2000 **What inspires you about your work?** I love seeing associations take an idea and turn it into reality through the hard work and passion of volunteers and staff. Associations change the world and it is exciting to be a part of it. ![Cecilia Walker](https://amrstorage.nyc3.digitaloceanspaces.com/core/headshots/15.png "Cecilia Walker") Cecilia Walker --- Senior Accountant --- **Degrees and Credentials:** Bachelors of Science, Accounting **Association Management Professional Since:** 2019 **What inspires you about your work?** I love being able to use my skills, while also learning new skills, to help our team within AMR and our clients better understand that financials are more than just numbers. ![Meredith Ward](https://amrstorage.nyc3.digitaloceanspaces.com/core/headshots/45.png "Meredith Ward") Meredith Ward --- Deputy Executive Director --- **Degrees and Credentials:** BA in Government (political science) from Centre College **Association Management Professional Since:** 2002 **What inspires you about your work?** I love ideas and I love people. So, being able to collaborate with people who love associations and are constantly coming up with innovative ideas inspires me. ![Alex Whitaker](https://amrstorage.nyc3.digitaloceanspaces.com/core/headshots/4.png "Alex Whitaker") Alex Whitaker --- Director of Government Affairs --- **Degrees and Credentials:** B.A., International Relations, American University; M.A., Security Policy Studies, George Washington University **Association Management Professional Since:** 2022 ![Hilary Wickes](https://amrstorage.nyc3.digitaloceanspaces.com/core/headshots/56.png "Hilary Wickes") Hilary Wickes --- Education & Events Manager --- **Degrees and Credentials:** Bachelor of Arts, Indiana University Certified Meeting Professional (CMP) **Association Management Professional Since:** 2018 **What inspires you about your work?** I love to plan amazing events for associations all over the country. It's rewarding to see months (or years) of hard work come together. And it's great to be part of a team of motivated people who love to do good work. ![Emily Williams](https://amrstorage.nyc3.digitaloceanspaces.com/core/headshots/22.png "Emily Williams") Emily Williams --- Program Manager --- **Degrees and Credentials:** Bachelor of Arts, Eastern Kentucky University **Association Management Professional Since:** 2012 **What inspires you about your work?** I love working with the members and leaders. I really enjoy working with this organization to help come up with fun and creative ways to grow. ![Melissa Wilson](https://amrstorage.nyc3.digitaloceanspaces.com/core/headshots/46.png "Melissa Wilson") Melissa Wilson --- Executive Director --- **Degrees and Credentials:** Certified Association Executive (CAE), Certified in Exhibition Management (CEM), Bachelors of Arts in Creative Advertising, University of Texas at Austin **Association Management Professional Since:** 1993 **What inspires you about your work?** Associations are built around creative collaboration and teamwork which I love! Over my career I have had the privilege of working alongside many volunteer leaders whose passion and dedication to their profession are truly inspiring. Knowing that my work can help bring an idea to fruition and effect meaningful change, particularly in healthcare, is an honor. ![Rukiya Wongus](https://amrstorage.nyc3.digitaloceanspaces.com/core/headshots/81.png "Rukiya Wongus") Rukiya Wongus --- Senior Director of Client Success and Operations --- **Degrees and Credentials:** Master of Health Administration and Project Management Professional **Association Management Professional Since:** 2020 **What inspires you about your work?** I am inspired by the opportunity to work with talented professionals who are committed to advancing the association’s mission to enrich relationships and equity in healthcare by teaching evidence-based communication skills. ![Valerie Workman](https://amrstorage.nyc3.digitaloceanspaces.com/core/headshots/55.png "Valerie Workman") Valerie Workman --- Member Services Representative --- **Degrees and Credentials:** Bachelor of Arts in Elementary Education; University of Kentucky **Association Management Professional Since:** 2023 **What inspires you about your work?** I love working at AMR because I get to collaborate with such a diverse and talented group of people and help bring their ideas to life. Every project teaches me something new and pushes me to see things from a different perspective .Whether it’s partnering with teammates across the company or connecting with professionals in other fields, I’m constantly inspired by the creativity and curiosity around me. ![Andrea You](https://amrstorage.nyc3.digitaloceanspaces.com/core/headshots/8.png "Andrea You") Andrea You --- Member Services Coordinator --- **Degrees and Credentials:** Bachelor of Science in Business Administration from Frostburg State University **Association Management Professional Since:** 2019 **What inspires you about your work?** It is inspiring to see what a group of individuals can accomplish when working with one another toward a common goal. It is rewarding to assist in making those goals come to fruition. ![Kalea Young-Gibson](https://amrstorage.nyc3.digitaloceanspaces.com/core/headshots/54.png "Kalea Young-Gibson") Kalea Young-Gibson --- Policy Analyst --- **Degrees and Credentials:** Master of Public Administration, The Ohio State University '22 Bachelor of Arts in Political Science, Winthrop University '20 Bachelor of Arts in Psychology, Winthrop University '20 **Association Management Professional Since:** 2024 **What inspires you about your work?** As a policy analyst, I don't just break down complex legislation – I help facilitate communication and understanding between lawmakers, associations, and the citizens they serve. I'm inspired by bridging communication gaps between all relevant stakeholder groups to produce and implement policies that truly serve those in need. ### Looking For A Career In Association Management? [ Visit Our Career Page To See Our Current Open Positions ](/careers/) --- ### [Consultative Services](https://amrms.com/consultative-services/) **Published:** May 28, 2026 **Author:** Mike Cooke **Content:** [ ✦ AMR CONSULTATIVE SERVICES ](# "✦ AMR CONSULTATIVE SERVICES")# Helping Associations Change The World – is *yours* next? Expert support. Strategic clarity. Real partnership. Associations thrive when they have the right expertise at the right moment. We’re not just consultants – we’re partners already invested in the association community you serve. [ Explore Our Services ](#Consulting) [ Submit an RFP Today! ](/submit-a-rfp/)Offering solutions your association needs to be successful **today, tomorrow, and beyond.** Focused, expert support across the critical functions that keep your organization strong, resilient, and mission-driven – no matter how fast the landscape shifts. WHAT WE OFFER ## Our Consultative Services Each engagement is focused, expert, and built around what your association actually needs – not a generic playbook. ![Thin dark blue horizontal bar near the top on a white background.](https://amrms.com/wp-content/uploads/2026/05/clipboard2.webp "clipboard2") Service 01 ## Strategic & Operational Planning Customized for your needs, the AMR approach to strategic planning applies expert tools and resources to your association’s audience, industry, and context. From full-scale strategic planning to a review and recommendation of how to optimize your current association systems, and everything in between. AMR Consultative Services helps you be you – but better. ## ★ The AMR Difference – The Handoff *Expand*We’ve all been there – you get a nicely-formatted strategic plan report with photos, quotes, and dozens of objectives and goals for the next five years. But without the mechanisms to operationalize that strategy and make it work within the systems your association already uses, it’s dusty and forgotten before the next board meeting. **The Handoff** is an essential step in our process where we work to ensure the staff team fully understands and is ready to implement the recommendations, documentation, and materials within their own systems. Because a plan that sits on a shelf isn’t a strategy – it’s a missed opportunity. [Submit an RFP](/submit-a-rfp/)Service 02 ## Marketing Strategy Communicating your association’s value has never been more important. AMR Consultative Services will help you critically examine your current marketing approach, focus on the audiences and segments where you can have the most impact, and adapt strategy to action. You do amazing work – let us help you share it with the world ## ★ The AMR Difference – Return on Relationship *Expand* Association marketing cannot be transactional; it must be relational and transformative. That is why, at AMR, we focus on driving engagement and value with and among members. We’re not seeking a momentary spike in likes or impressions, we strive to help you build strategies that deliver Return on Relationship – the engagement that captures members and keeps them coming back. [Submit an RFP](/submit-a-rfp/) ![Animated Marketing Icon](https://amrms.com/wp-content/uploads/2026/05/marketing.webp "marketing") ![report](https://amrms.com/wp-content/uploads/2026/05/report.webp "report") Service 03 ## Financial Decision-Making for Boards Association finances are not a one-size-fits-all endeavor. When is the time to reinvest your revenue into improved opportunity for your members – and when do you need to save? When do you cut a program to make way for something new? What impact could industry trends have on your financial future? AMR Consultative Services can help your board understand how to go from penny pinching to strategic investment. ## ★ The AMR Difference – Three-Pronged Approach *Expand*This is no ordinary finance training. This work with your board begins with **an analysis of your current financial position** – including reserves, spending policy, revenue diversity, and more. From there, we consider **the industry or profession** to recognize potential financial headwinds or opportunities on the horizon. The final element is **organizational culture** – understanding risk tolerance and key priorities. Combining these three elements provides a framework to guide stronger, more strategic decisions – ensuring advancement of your mission in a financially responsible way. The result? A board equipped to invest boldly and wisely. [Submit an RFP](/submit-a-rfp/)Service 04 ## Conference & Live Events Business Model In a high-skepticism, digitally saturated environment, face-to-face interaction remains uniquely powerful for building authentic trust – and the gap between live events and other channels appears to be widening, not narrowing. AMR Consultative Services can help you analyze your event, evaluate your member and audience needs, and modernize your business model to drive member engagement in what matters most for your live events. ## ★ The AMR Difference – The Spark *Expand*For associations, live events – like your annual conference – must be **the spark for year-round engagement** that drives member trust and loyalty. Not a one-time transaction. Not a checkbox. A catalyst. Our approach not only examines the conference model itself, but how that experience can be leveraged *throughout the association year* to drive continued engagement with your members. We help you design an event ecosystem where the energy of your conference fuels connection long after attendees head home. [Submit an RFP](/submit-a-rfp/) ![Blank white image used as a placeholder with no visible content.](https://amrms.com/wp-content/uploads/2026/05/calendar2.webp "calendar2") WHY AMR? ## Partners, Not Just Consultants We are already invested in the association community you serve. That changes everything about how we work. ![Icon with two hands shaking in shape of heart](https://amrms.com/wp-content/uploads/2026/05/handshake.png "handshake") ###### Deeply Invested Partners We don’t parachute in and parachute out. We’re embedded in the association world – and we care about its future as much as you do. ![Target Icon](https://amrms.com/wp-content/uploads/2026/05/target.png "target") ###### Focused Expertise Every engagement is scoped to deliver maximum impact on the specific challenge you’re facing – no bloated retainers, no generic deliverables. ![Abstract pattern of colorful rounded rectangles on a black background, forming a playful mosaic.](https://amrms.com/wp-content/uploads/2026/05/blocks.png "blocks") ###### Operationally Grounded Our recommendations are built to be implemented – not shelved. We work within your systems, your team, and your culture. ![Rocket Ship Icon](https://amrms.com/wp-content/uploads/2026/05/rocket.png "rocket") ###### Built for Today & Tomorrow We help you solve today’s problem while building the capacity and strategy to keep thriving as the landscape shifts. [ Ready To Get Started? Submit an RFP Today! ](/submit-a-rfp/) --- ### [Our Culture](https://amrms.com/our-culture/) **Published:** June 8, 2022 **Author:** Mike Cooke **Content:** # AMR Culture ![AMR Team At Work](https://amrms.com/wp-content/uploads/2022/08/CultureHeader1.png "AMR Team At Work") ![AMR Team Working](https://amrms.com/wp-content/uploads/2022/08/CultureHeader2.png "AMR Team Working") ![AMR Group Shot](https://amrms.com/wp-content/uploads/2022/08/CultureHeader3.png "AMR Group Shot") ![AMR Team Meeting](https://amrms.com/wp-content/uploads/2022/08/ServicesHeader3.png "AMR Team Meeting") ## Association Management – The AMR Way At AMR, our core values-**Success Together, Casual but Focused on Results, Positive Workplace, Flexible, Ownership, Get Stuff Done, Lifelong Learning, and Transparent and Inclusive**-define our way of working. We take pride in our flexible and friendly work environment, where collaboration and adaptability are key. Our team members enjoy autonomy in choosing their work hours and locations, allowing for a healthy balance between personal and professional life. This approach enhances job satisfaction and boosts creativity, as team members feel valued and supported in a relaxed atmosphere. Regular team-building activities and open communication further strengthen relationships, making it easier to share ideas and feedback. Ultimately, this environment fosters a more engaged and productive workforce, empowering everyone to contribute their best and benefitting our client partners. ![AMR Way Graphic Showing the Same core values as above but with Icons](https://amrms.com/wp-content/uploads/2022/07/Workplace42021.png "Workplace42021") ### AMR Core Values These values are ingrained in how we treat our client partners and each other. ## #AMRculture We know productive, happy and creative employees are fulfilled and well-rounded people both in and out of the office. ## #AMRwork With 25+ years of experience, AMR has refined company-wide processes to ensure a clear vision of partnership success and a roadmap to get there. ## #AMRclients AMR doesn’t see us and you – here it’s about WE. AMR’s team goes the extra mile because we are passionate about and committed to our client partners’ missions and success. ##### AMR is a “remote-first” company headquartered in Lexington, KY with employees in 20+ states ## AMR Team Locations Serving associations across the United States Headquarters (Kentucky) Team Locations ![Vision Mission Promise Icons](https://amrms.com/wp-content/uploads/2022/07/VisionsMissionPrmise.png "VisionsMissionPrmise") ### Vision AMR will be the nation’s most respected and sought after association management company. ### Mission Through our passion, people and principles, AMR helps associations change the world. ### Promise To add value for our client partners by serving as their trusted advisor and by executing their plans with excellence. ![Group Meeting](https://amrms.com/wp-content/uploads/2023/07/AMR-Group1.png "AMR-Group1") ![2023 Open House NASCIO](https://amrms.com/wp-content/uploads/2023/07/2023OpenHouse2.png "2023OpenHouse2") ![Group Shot Of Breakfast Day At The Office](https://amrms.com/wp-content/uploads/2022/07/Culture4.png "Culture4") ![NASCIO Team Meeting](https://amrms.com/wp-content/uploads/2023/07/NASCIO-Team.png "NASCIO-Team") ![AMR - Group](https://amrms.com/wp-content/uploads/2023/07/AMR-Group.png "AMR-Group") ![AMR Fitness Group Working Out](https://amrms.com/wp-content/uploads/2022/07/Culture7.png "Culture7") ![Tracy Jennifer and Nick](https://amrms.com/wp-content/uploads/2022/08/Candid7.png "Tracy Jennifer and Nick") ![Glen Posted In High Command On A Chair](https://amrms.com/wp-content/uploads/2022/07/Culture3.png "Culture3") ![Lindsay Presenting to AMR Team](https://amrms.com/wp-content/uploads/2022/07/Culture10.png "Culture10") ![Education and Events Team Getting together](https://amrms.com/wp-content/uploads/2025/10/EE-retreat-1.png "EE retreat 1") ![Jennifer Running Holiday Bingo](https://amrms.com/wp-content/uploads/2022/07/Xmas1.png "Xmas1") Jennifer Running Holiday Bingo ![Doug Making Pancakes on Pancake Day At The Office](https://amrms.com/wp-content/uploads/2022/07/Culture6.png "Culture6") ![Lisa Showing Making Friends With An Office Puppy Visitor](https://amrms.com/wp-content/uploads/2022/07/Culture5.png "Culture5") ![Donation Drive](https://amrms.com/wp-content/uploads/2022/07/Culture2.png "Culture2") ![West Coast Team Meet Up](https://amrms.com/wp-content/uploads/2025/10/Christina-Shelbey-Stephanie.png "Christina-Shelbey-Stephanie") ![AMR Team On Zoom For Holiday Bingo](https://amrms.com/wp-content/uploads/2022/07/Xmas2.png "Xmas2") AMR Team On Zoom For Holiday Bingo ![Candid Group Shot AMR Team](https://amrms.com/wp-content/uploads/2022/08/Candid49.png "Candid Group Shot AMR Team") ![Deanna](https://amrms.com/wp-content/uploads/2023/07/DeANNA.png "DeANNA") ![NASCIO Team Ladies Group Shot](https://amrms.com/wp-content/uploads/2022/07/Culture9.png "Culture9") ![Team Get Together](https://amrms.com/wp-content/uploads/2025/10/IMG_20250112_145230.png "IMG_20250112_145230") ![AMR Team Group Shot](https://amrms.com/wp-content/uploads/2022/06/AMR-Team-Park.png "AMR-Team-Park") --- ### [Map](https://amrms.com/map/) **Published:** March 31, 2026 **Author:** Mike Cooke **Content:** ## AMR Team Locations Serving associations across the United States Headquarters (Kentucky) Team Locations --- ### [Work](https://amrms.com/association-management-company-at-work/) **Published:** July 22, 2022 **Author:** Mike Cooke **Content:** # AMR – An Association Management Company At Work ![AMR Team AT Work](https://amrms.com/wp-content/uploads/2022/08/WorkHeader3.png "AMR Team AT Work") ![WEN Conference Window Art](https://amrms.com/wp-content/uploads/2022/08/WorkHeader2.png "WEN Conference Window Art") ![Photo Shoot At NASCIO Event](https://amrms.com/wp-content/uploads/2022/08/WorkHeader3-1.png "Photo Shoot At NASCIO Event") ![Photo of the NASCIO stage](https://amrms.com/wp-content/uploads/2025/10/NASCIOStage2.png "NASCIOStage2")## We’re an AMC ![Graphic Chart showing some keywrods like Dedicated Staff Shared Services Collective Expertise](https://amrms.com/wp-content/uploads/2022/07/Work-Chart.png "Work-Chart")#### What’s an AMC? AMC stands for **Association Management Company**. In short, we’re association professionals dedicated to making your life as a volunteer leader easier. We take care of the day to day details so you can focus your valuable time and energy on what matters most your organization’s mission and members. #### Association Partner Your association’s goals are our top priority. Through [AMR’s customized services](/association-management-services/) we help you focus on what’s most important your organization’s success and future growth. #### Dedicated Staff AMR provides a [dedicated team](/the-amr-team/) of association management professionals who work alongside your volunteer leaders, becoming expert partners in driving your organization forward with confidence and consistency. #### Shared Services Meetings, Education & Events, Finance, Creative Services, IT, and more are delivered by a team of professionals shared among clients offering economies of scale, proven expertise, and efficiencies that benefit your organization. #### Collective Expertise With access to a diverse group of professionals sharing best practices, innovations, and creative solutions, your organization benefits from fresh ideas and tested strategies that drive long-term success. ![Helping Associations Change The World](https://amrms.com/wp-content/uploads/2023/08/Helping-Change_Wide2.png "Helping-Change_Wide2") ![AMR Team At Work](https://amrms.com/wp-content/uploads/2022/07/QualAMR.png "QualAMR")AMR is charter accredited by [the AMC Institute](https://www.amcinstitute.org/), the trade association for association management companies, under the guidance of the [American National Standards Institute (ANSI)](https://ansi.org/). The ANSI/ AMC Institute Standard of Good Practices for the Association Management Industry was designed to establish internal quality service systems. AMCs that have adopted this standard have made a commitment to uphold and deliver the highest possible level of customer service using a documented set of best practices. In 2002, AMR was one of the first five firms to achieve this designation, and remains one of only 19 charter accredited firms. AMR attained re-accreditation in 2006, 2010, 2014 2018, and 2022 [![AMCI Accreditation Seal](https://amrms.com/wp-content/uploads/2022/07/AMCI_2018.png)](https://www.amcinstitute.org/accreditation-) **Creating a Partnership for Mutual Success** ![The Number One](https://amrms.com/wp-content/uploads/2022/07/WorkCircle1.png)### Passionate & Professional AMR is passionate about providing outstanding professional services to our clients. We know trust is a key factor in a great client-partner relationships, and trust is built by following through on commitments. Every member of our professional team knows the AMR way — building partnership every day, through accountability, communication and transparency. ![The Number Two](https://amrms.com/wp-content/uploads/2022/07/WorkCircle2.png)### Experienced AMR has 27+ years of experience managing nonprofit associations. Since 1997, AMR has been helping professional societies and trade associations deliver powerful member experiences, streamline operations, implement innovative strategies and fully utilize available technology solutions. ![The Number Three](https://amrms.com/wp-content/uploads/2022/07/WorkCircle3.png)### Service Focused Philosophy Through our core values, AMR is committed to building long-term partnerships founded on a collaborative spirit and forged with a promise to exceed each client’s expectations every day. ## AMR Core Values - ![Success](https://amrms.com/wp-content/uploads/2022/07/Success.png)### Success Together AMR employees are focused on working together to accomplish results through being part of the overall AMR team. We bring together individuals with diverse talents and backgrounds to contribute to the growth of AMR, its clients, and each other. - ![Casual](https://amrms.com/wp-content/uploads/2022/07/Casual.png)### Casual but Focused on Results (Professional but approachable) – AMR employees create a casual but professional culture that is focused on consistent, process driven results that elevate the work. We are not comfortable with the status quo. - ![Positive](https://amrms.com/wp-content/uploads/2022/07/Positive.png)### Positive Workplace At AMR all team members contribute to a positive environment that allows people to try new things, stretch themselves, and leaves room for mistakes. A positive attitude is a requirement at AMR. - ![Flexible](https://amrms.com/wp-content/uploads/2022/07/Flexible.png)### Flexible AMR is no stranger to change, knowing that effective change comes from a collective understanding of what is most important. We invest in our professional and personal lives, providing balance in our schedules, client relationships, and working environment. - ![Ownership](https://amrms.com/wp-content/uploads/2022/07/Ownership.png)### Ownership We take ownership for our work, our results, and our relationships. At AMR, we do what needs to be done because we expect it of ourselves, ownership springs from the intrinsic motivation of pride and engagement. - ![Done](https://amrms.com/wp-content/uploads/2022/07/Done.png)### Gets Stuff Done The AMR team knows it’s not just about working hard; it’s working on the right things in an *efficient* and *effective* way. We are *proactive* self-starters who are focused on moving priorities forward and getting stuff done. - ![Growth](https://amrms.com/wp-content/uploads/2022/07/Growth.png)### Lifelong Learning At AMR, a learning mindset is supported and encouraged. We are committed to professional development, learning from each other, and developing new skills to move the association industry forward. - ![Transparent](https://amrms.com/wp-content/uploads/2022/07/Transparent.png)### Transparent and Inclusive At AMR transparency and inclusiveness permeates the culture from top to bottom. We believe in sharing knowledge, allowing people a seat at the table, and ensuring *all voices* are heard. ![Image showing words with a breif list of our services](https://amrms.com/wp-content/uploads/2022/07/Work-Boxes.png "Work-Boxes")## We Get You Results Whatever your needs may be, AMR has the professionals and the expertise to get you results! - **Membership Growth:** One of our newer client partners has grown their membership by **88%** through a focused strategy built on engagement, value, and outreach. - **Event Success:** By acting on member feedback, refining marketing efforts, and introducing new on-site engagement opportunities, a long time AMR client increased conference attendance by **25%** over the past five years. - **Revenue Growth:** With a revitalized approach to member communication and marketing, another established client generated over **$1.5 million in sponsorships** last year-selling out sponsorship packages in within minutes of opening registration. ![Member Growth Animated Icon](https://amrms.com/wp-content/uploads/2025/10/user.gif "user")**Membership Growth:** One of our newer client partners has grown their membership by **88%** through a focused strategy built on engagement, value, and outreach ![Growth Animated Icon](https://amrms.com/wp-content/uploads/2025/10/career-ladder.gif "career-ladder")**Event Success:** By acting on member feedback, refining marketing efforts, and introducing new on-site engagement opportunities, a long time AMR client increased conference attendance by **25%** over the past five years. ![Sponsorship Animated Icon](https://amrms.com/wp-content/uploads/2025/10/research.gif "research")**Revenue Growth:** With a revitalized approach to member communication and marketing, another established client generated over **$1.5 million in sponsorships** last year-selling out sponsorship packages in within minutes of opening registration. ## So, Why Choose Us? - ### We have the history With more than a few decades of experience managing professional societies, trade associations, and foundations, AMR brings deep expertise and innovative thinking to every partnership. We know what works and we’re ready to put that experience to work for you to help your association change the world - ### We learn your business Every association is unique. AMR takes the time to understand your organization’s culture, goals, and challenges, approaching your mission with the same dedication as our own. - ### We find the right fit Whether you need full service management or a customized, a la carte solution, AMR offers flexible options that align with your goals and budget helping you build the partnership that works best for you. - ### We serve with purpose Our commitment to excellence drives every decision. AMR builds lasting partnerships based on collaboration, trust, and a shared mission to exceed expectations every day. - ### We have the right team Our team is among the best in the association management industry we have gathered a team of experienced professionals with advanced degrees, industry certifications, and a passion for helping associations thrive. [ View Our Full List Of Services ](/services/) [ Have Any Questions? – Contact Us Today! ](/contact-us/) ![](https://amrms.com/wp-content/plugins/bb-plugin/img/pixel.png) ![Food From ABRF Conference](https://amrms.com/wp-content/uploads/2023/07/ABRF-Food.png "ABRF-Food") ![2023 ABRF Conference Photos By Kyle Klein ](https://amrms.com/wp-content/uploads/2023/07/ABRF-2023-18.jpg "ABRF-2023-18") ![Map ABRF](https://amrms.com/wp-content/uploads/2023/07/ABRF-Layout.png "ABRF-Layout") ![ABRF Big Screen](https://amrms.com/wp-content/uploads/2023/07/ABRF-Baseball.png "ABRF-Baseball") ![ABRF Award Table](https://amrms.com/wp-content/uploads/2023/07/ABRF-Awards.png "ABRF-Awards") --- ### [Careers](https://amrms.com/careers/) **Published:** June 8, 2022 **Author:** Mike Cooke **Content:** # Join The AMR Team ![Group Shot Of AMR Team](https://amrms.com/wp-content/uploads/2025/09/StaffUpdated.png "StaffUpdated") ![Graphic of a woman talking to a man on a computer screen](https://amrms.com/wp-content/uploads/2025/10/Work1.png "Work1")## Work With Us A career at AMR Management Services is rewarding on both a personal and professional level. It provides the opportunity to work alongside incredible volunteer leaders and subject matter expert coworkers to help associations, member organizations, and professional societies achieve their missions. Our virtual environment, flexible schedules, great benefits, and commitment to professional development allow our team to thrive. Your skillsets will be put to good use at AMR! We offer our clients a wide range of services, including include board and committee support, financial management, education and event management, member relations, data management, creative services, marketing and communications, program management, information technology services and general administration. Associations turn to AMCs to solve problems and drive value to members. They come to AMR to because we **Help Associations Change the World.** If that sounds like your kind of career, review our current openings and apply to join the AMR team! [ View Our Current Open Positions ](https://recruiting.paylocity.com/Recruiting/Jobs/All/79d831a7-69eb-427a-af59-e8a866a262af/Association-Management-Resources)## Why Work With Us - ### Make A Difference We help our clients solve real problems and get to see the first-hand results of our efforts. - ### We’re Growing Fast We offer tons of room for growth and professional development. - ### We’re Good People Life’s too short to work with people you don’t like. - ### Competitive Compensation Nobody wants to work for peanuts, we don’t expect you to. - ### Work-Life Balance & Generous PTO We have personal lives and we know you do too. - ### Easy-Going Environment We are big picture focused and task oriented, but leave plenty of room for life, fun times, team building and more. ## Fun Times At AMR ![Collage of photos from Holidays at AMR](https://amrms.com/wp-content/uploads/2022/07/Santa.png "Santa") ![Photos From AMR 20th](https://amrms.com/wp-content/uploads/2025/10/Fun4.png "Fun4") ![Collage of photos from Thanksgiving at AMR](https://amrms.com/wp-content/uploads/2022/07/Thanksgiving.png "Thanksgiving") ![Photos From AMR 20th](https://amrms.com/wp-content/uploads/2025/10/Fun3.png "Fun3") ![Collage of photos of AMR team showing they voted](https://amrms.com/wp-content/uploads/2022/07/Vote.png "Vote") ![Photos From AMR 20th](https://amrms.com/wp-content/uploads/2025/10/Fun1.png "Fun1") ![AMR Team Members Wearing The Same Color Clothing](https://amrms.com/wp-content/uploads/2022/07/Twinsies.png "Twinsies") ![Photos From AMR 20th](https://amrms.com/wp-content/uploads/2025/10/Fun2.png "Fun2") ![Sign For 2022 AMR Get Together](https://amrms.com/wp-content/uploads/2022/09/Candid40.png "Sign For 2022 AMR Get Together") ![AMR Team Members](https://amrms.com/wp-content/uploads/2022/09/Candid52.png "AMR Team Members") ![AMR Team Members](https://amrms.com/wp-content/uploads/2022/09/Candid48.png "AMR Team Members") ![AMR Team Members](https://amrms.com/wp-content/uploads/2022/09/Candid11.png "AMR Team Members") ![Candid Group Shot AMR Team](https://amrms.com/wp-content/uploads/2022/08/Candid42.png "Candid Group Shot AMR Team") ![AMR Team Members](https://amrms.com/wp-content/uploads/2022/09/Candid45.png "AMR Team Members") ![Candid Group Shot AMR Team](https://amrms.com/wp-content/uploads/2022/08/Candid29.png "Candid Group Shot AMR Team") ![Tracey and Jessica](https://amrms.com/wp-content/uploads/2022/08/Candid27.png "Tracey and Jessica") ![Jennifer Running Holiday Bingo](https://amrms.com/wp-content/uploads/2022/07/Xmas1.png "Xmas1") ![AMR Team On Zoom For Holiday Bingo](https://amrms.com/wp-content/uploads/2022/07/Xmas2.png "Xmas2") --- ### [Our Partners](https://amrms.com/partners/) **Published:** June 8, 2022 **Author:** Mike Cooke **Content:** # Our Client Partners AMR Management Services provides professional [association management services](/services/) for more than 25 leading national and international associations. Our [expert staff of 80+ association management professionals](/our-people/) handle all facets of association management services for our clients, from strategic leadership to execution of day-to-day operations. [ Contact us to find out how AMR can help your association change the world! ](/contact-us/) ![Helping Associations Change The World](https://amrms.com/wp-content/uploads/2023/08/Helping-Change_Wide2.png "Helping-Change_Wide2") --- ### [Testimonials](https://amrms.com/testimonials/) **Published:** September 25, 2025 **Author:** Mike Cooke **Content:** # Testimonials – See What People Say About Us --- ### [Submit a RFP](https://amrms.com/submit-a-rfp/) **Published:** June 8, 2022 **Author:** Mike Cooke **Content:** # Submit Your RFP For Our Association Management Services ## **Looking for an association management company? Submit your RFP below!** ![Graphic of a Woman Giving a Presentation to a Group](https://amrms.com/wp-content/uploads/2022/08/RFP.png) For more than 25 years, AMR has been **Helping Associations Change the World!** As an accredited association management company (AMC), we offer an expert team and a [wide range of services](https://amrms.com/association-management-services/) to help your association or professional society achieve its mission and goals. AMR’s services and staffing model are tailored to fit each client organization’s unique needs, with pricing based on the services you select. - Ready to learn more? Start by completing the RFP form below. - Prefer a phone conversation? Fill out the [Contact Form](https://amrms.com/contact-us/), and we’ll get back to you as soon as possible. Alternatively, you can use this [RFP template (Word Doc)](/wp-content/uploads/2022/08/RFPTemplate-.docx) or [RFP template (PDF)](/wp-content/uploads/2022/08/RFPTemplate-.pdf) to summarize your needs. **AMR Management Services will treat all inquiries and submitted information as confidential.** ### Organization Name of organization(Required) Acronym Year established Current number of members(Required) Website(Required) Accounting Method Cash Accrual Number of annual face-to-face meetings Average number of attendees Currently managed by Has board authorized search? Yes No What has prompted your search? Total annual income for most recent fiscal year Total annual expenses for most recent fiscal year Total equity at last year end Current year expense budget Current year income budget Fiscal year begins IRS classification(Required) 501 (c) 3 501 (c) 6 Other ### Contact Info Name(Required) First Last Email(Required) Phone Job Title / Role(Required) Board Member Executive Director Other Address Street Address Address Line 2 City State / Province / Region ZIP / Postal Code AfghanistanÅland IslandsAlbaniaAlgeriaAmerican SamoaAndorraAngolaAnguillaAntarcticaAntigua and BarbudaArgentinaArmeniaArubaAustraliaAustriaAzerbaijanBahamasBahrainBangladeshBarbadosBelarusBelgiumBelizeBeninBermudaBhutanBoliviaBonaire, Sint Eustatius and SabaBosnia and HerzegovinaBotswanaBouvet IslandBrazilBritish Indian Ocean TerritoryBrunei DarussalamBulgariaBurkina FasoBurundiCabo VerdeCambodiaCameroonCanadaCayman IslandsCentral African RepublicChadChileChinaChristmas IslandCocos IslandsColombiaComorosCongoCongo, Democratic Republic of theCook IslandsCosta RicaCôte d'IvoireCroatiaCubaCuraçaoCyprusCzechiaDenmarkDjiboutiDominicaDominican RepublicEcuadorEgyptEl SalvadorEquatorial GuineaEritreaEstoniaEswatiniEthiopiaFalkland IslandsFaroe IslandsFijiFinlandFranceFrench GuianaFrench PolynesiaFrench Southern TerritoriesGabonGambiaGeorgiaGermanyGhanaGibraltarGreeceGreenlandGrenadaGuadeloupeGuamGuatemalaGuernseyGuineaGuinea-BissauGuyanaHaitiHeard Island and McDonald IslandsHoly SeeHondurasHong KongHungaryIcelandIndiaIndonesiaIranIraqIrelandIsle of ManIsraelItalyJamaicaJapanJerseyJordanKazakhstanKenyaKiribatiKorea, Democratic People's Republic ofKorea, Republic ofKuwaitKyrgyzstanLao People's Democratic RepublicLatviaLebanonLesothoLiberiaLibyaLiechtensteinLithuaniaLuxembourgMacaoMadagascarMalawiMalaysiaMaldivesMaliMaltaMarshall IslandsMartiniqueMauritaniaMauritiusMayotteMexicoMicronesiaMoldovaMonacoMongoliaMontenegroMontserratMoroccoMozambiqueMyanmarNamibiaNauruNepalNetherlandsNew CaledoniaNew ZealandNicaraguaNigerNigeriaNiueNorfolk IslandNorth MacedoniaNorthern Mariana IslandsNorwayOmanPakistanPalauPalestine, State ofPanamaPapua New GuineaParaguayPeruPhilippinesPitcairnPolandPortugalPuerto RicoQatarRéunionRomaniaRussian FederationRwandaSaint BarthélemySaint Helena, Ascension and Tristan da CunhaSaint Kitts and NevisSaint LuciaSaint MartinSaint Pierre and MiquelonSaint Vincent and the GrenadinesSamoaSan MarinoSao Tome and PrincipeSaudi ArabiaSenegalSerbiaSeychellesSierra LeoneSingaporeSint MaartenSlovakiaSloveniaSolomon IslandsSomaliaSouth AfricaSouth Georgia and the South Sandwich IslandsSouth SudanSpainSri LankaSudanSurinameSvalbard and Jan MayenSwedenSwitzerlandSyria Arab RepublicTaiwanTajikistanTanzania, the United Republic ofThailandTimor-LesteTogoTokelauTongaTrinidad and TobagoTunisiaTürkiyeTurkmenistanTurks and Caicos IslandsTuvaluUgandaUkraineUnited Arab EmiratesUnited KingdomUnited StatesUruguayUS Minor Outlying IslandsUzbekistanVanuatuVenezuelaViet NamVirgin Islands, BritishVirgin Islands, U.S.Wallis and FutunaWestern SaharaYemenZambiaZimbabwe Country ### Scope of Services Services Executive Director Strategic Planning Board Support Committee Support Financial Management Issues Management Membership Development Meeting & Event Planning Learning Management Systems Member Database Public Relations Marketing Communications Creative Design Services Web Hosting and Design Fundraising Technology Services Not sure Select All Please include any additional information about your association ### Proposal Details If you have developed a request-for-proposal document, please upload it here. Please include any additional supporting documentation such as financial statements, budgets, strategic plans, bylaws, etc. AMR Management Services will treat all information as confidential and will not release any information without permission. Letter of Intent due date Proposal due date Date that Services Would Begin How many copies? Send proposals via Email Postal Mail File UploadAccepted file types: doc, docx, pdf, Max. file size: 20 MB. Link To File Submit Δ --- ### [Case Studies](https://amrms.com/case-studies/) **Published:** June 8, 2022 **Author:** Mike Cooke **Content:** # Association Management Case Studies [ ![Graphic showing a team untangling a ball of string into a line of string](https://amrms.com/wp-content/uploads/2022/07/Create-Win.png "Create-Win") ](https://amrms.com/reimagining-sponsorship-to-create-a-win-win-win/)### [ Reimagining Sponsorship to Create a Win-Win-Win ](https://amrms.com/reimagining-sponsorship-to-create-a-win-win-win/ "Reimagining Sponsorship to Create a Win-Win-Win") By [Will Engle](https://amrms.com/author/will-engle/)The Challenge The Nursing Organizations Alliance (NOA) has included an exhibit hall with its annual conference, the Fall Summit, every year since 2002. In November of 2012, NOA reached its highest number of exhibitors for a Fall Summit; a short five years later in November of 2017, the number of exhibitors had dropped by 38%,… [Read More about Reimagining Sponsorship to Create a Win-Win-Win](https://amrms.com/reimagining-sponsorship-to-create-a-win-win-win/ "Reimagining Sponsorship to Create a Win-Win-Win") [ ![Graphic of phones showing checkmarks](https://amrms.com/wp-content/uploads/2022/07/VChecks.png "VChecks") ](https://amrms.com/in-person-conference-covid-19-protocol-vaccine-requirement/)### [ In-Person Conference COVID-19 Protocol: Vaccine Requirement ](https://amrms.com/in-person-conference-covid-19-protocol-vaccine-requirement/ "In-Person Conference COVID-19 Protocol: Vaccine Requirement") By [Lisa Thompson](https://amrms.com/author/lisa-thompson/)The Challenge The National Association of State Chief Information Officers (NASCIO) planned an in-person Annual Conference in October of 2021 while the effects of the COVID-19 pandemic lingered. The NASCIO conference experience is one of networking and collaboration. The challenge for the team was delivering on the expectations of a NASCIO experience while keeping staff… [Read More about In-Person Conference COVID-19 Protocol: Vaccine Requirement](https://amrms.com/in-person-conference-covid-19-protocol-vaccine-requirement/ "In-Person Conference COVID-19 Protocol: Vaccine Requirement") [ ![Graphic showing people on various devices on a video call](https://amrms.com/wp-content/uploads/2022/07/ZoomCall.png "ZoomCall") ](https://amrms.com/virtual-event-engagement-the-people-behind-the-screens-ask-the-experts/)### [ Virtual Event Engagement – The People Behind the Screens Ask the Experts ](https://amrms.com/virtual-event-engagement-the-people-behind-the-screens-ask-the-experts/ "Virtual Event Engagement - The People Behind the Screens Ask the Experts") By [Molly Marsh](https://amrms.com/author/molly-marsh/)Challenge -There is no shortage of tools to support association events in a digital environment and many include sophisticated networking and connection features to help build the community around a virtual event. In preparing for their 2021 Virtual Conference, the Association of Pedestrian & Bicycle Professionals selected and used an excellent virtual platform, but also knew that technology… [Read More about Virtual Event Engagement – The People Behind the Screens Ask the Experts](https://amrms.com/virtual-event-engagement-the-people-behind-the-screens-ask-the-experts/ "Virtual Event Engagement - The People Behind the Screens Ask the Experts") [ ![Ruber Duckies In a row](https://amrms.com/wp-content/uploads/2022/07/Ducks.png "Ducks") ](https://amrms.com/from-black-friday-chaos-to-single-file-line-organizing-the-sponsor-registration-process/)### [ From Black Friday Chaos to Single File Line: Organizing the Sponsor Registration Process ](https://amrms.com/from-black-friday-chaos-to-single-file-line-organizing-the-sponsor-registration-process/ "From Black Friday Chaos to Single File Line: Organizing the Sponsor Registration Process") By [Lisa Thompson](https://amrms.com/author/lisa-thompson/)The Challenge The National Association of State Chief Information Officers (NASCIO) provides its corporate members the opportunity to sponsor at two conferences each year – their Midyear and Annual Conferences. As the demand for the sponsorships have increased over the years, the association heard from their members that the buying process had become very stress-inducing as… [Read More about From Black Friday Chaos to Single File Line: Organizing the Sponsor Registration Process](https://amrms.com/from-black-friday-chaos-to-single-file-line-organizing-the-sponsor-registration-process/ "From Black Friday Chaos to Single File Line: Organizing the Sponsor Registration Process") [ ![Logo from the ACH Forum](https://amrms.com/wp-content/uploads/2022/07/ACH-Fourm.png "ACH-Fourm") ](https://amrms.com/ach-research-forum/)### [ ACH Research Forum ](https://amrms.com/ach-research-forum/ "ACH Research Forum") By [Laura Singler](https://amrms.com/author/laura-singler/)The Challenge:Adjust an in-person scientific research conference to a virtual conference at less than eight weeks out in the midst of a pandemic. As many associations have experienced as well, the Academy of Communication in Healthcare (ACH) had to make the difficult decision to cancel their in-person conference scheduled for the end of June in Austin, Texas.… [Read More about ACH Research Forum](https://amrms.com/ach-research-forum/ "ACH Research Forum") [ ![Person holding credit card in front of laptop](https://amrms.com/wp-content/uploads/2022/07/Funds.png "Funds") ](https://amrms.com/shared-services-collaboration-applied-problem-solving/)### [ Shared Services Collaboration – Applied Problem Solving ](https://amrms.com/shared-services-collaboration-applied-problem-solving/ "Shared Services Collaboration - Applied Problem Solving") By [Molly Marsh](https://amrms.com/author/molly-marsh/)The Challenge In a world with almost instant online banking and the ability to transfer funds to a friend’s bank account at the click of a button – waiting 2-3 weeks for a check reimbursement for your association is practically an eternity and this delay was a big concern for the Association of Biomolecular Resource… [Read More about Shared Services Collaboration – Applied Problem Solving](https://amrms.com/shared-services-collaboration-applied-problem-solving/ "Shared Services Collaboration - Applied Problem Solving") [ ![Graphic of the word content and images showing workers creating content](https://amrms.com/wp-content/uploads/2022/07/Content.png "Content") ](https://amrms.com/content-marketing-time-well-spent/)### [ Content Marketing: Time Well Spent ](https://amrms.com/content-marketing-time-well-spent/ "Content Marketing: Time Well Spent") By [Molly Marsh](https://amrms.com/author/molly-marsh/)The Challenge:I am sure this particular story is a familiar one for many associations! Content is developed for conferences, professional development programs, online resources, webinars, then when the event or initial announcement is done, it’s done! Associations generate a significant amount of valuable content to support their members and industry communities. Much of that information… [Read More about Content Marketing: Time Well Spent](https://amrms.com/content-marketing-time-well-spent/ "Content Marketing: Time Well Spent") [ ![Graphic of people talking in a panel setting](https://amrms.com/wp-content/uploads/2022/07/Panel.png "Panel") ](https://amrms.com/panels-that-rock/)### [ Panels That Rock ](https://amrms.com/panels-that-rock/ "Panels That Rock") By [AMR Management Services](https://amrms.com/author/amr-management-services/)The Challenge:Find a new, fun, creative way to present a panel discussion for the 2018 Nursing Organizations Alliance (NOA) Fall Summit. NOA’s membership is constituted by staff and volunteer leaders of national and international nursing organizations. In addition to a focus on nursing and healthcare topics, when NOA members convene for the Fall Summit, it’s… [Read More about Panels That Rock](https://amrms.com/panels-that-rock/ "Panels That Rock") [ ![Group of people networking](https://amrms.com/wp-content/uploads/2022/07/NetworkingMeeting.png "NetworkingMeeting") ](https://amrms.com/conference-networking-initiative-yields-positive-results-2/)### [ Conference Networking Initiative Yields Positive Results ](https://amrms.com/conference-networking-initiative-yields-positive-results-2/ "Conference Networking Initiative Yields Positive Results") By [Molly Marsh](https://amrms.com/author/molly-marsh/)AMR’s Molly Marsh discusses changes in conference planning with a new networking initiative that made a positive impact on the conference attendees. Looking for more education and events strategies for your association? Contact us Today! [Read More about Conference Networking Initiative Yields Positive Results](https://amrms.com/conference-networking-initiative-yields-positive-results-2/ "Conference Networking Initiative Yields Positive Results") [ ![Group of people holding up chat symbol signs](https://amrms.com/wp-content/uploads/2022/07/Signs.png "Signs") ](https://amrms.com/how-a-medical-association-used-a-physical-representation-of-diversity-to-create-a-fun-and-engaging-conversation/)### [ How A Medical Association Used a Physical Representation of Diversity to Create a Fun and Engaging Conversation ](https://amrms.com/how-a-medical-association-used-a-physical-representation-of-diversity-to-create-a-fun-and-engaging-conversation/ "How A Medical Association Used a Physical Representation of Diversity to Create a Fun and Engaging Conversation") By [Lindsay Overall](https://amrms.com/author/lindsay-overall/)The ChallengeThe Academy of Communication in Healthcare (ACH) defines diversity as any and all differences between and among people. ACH welcomes all diversities, recognizing that various life experiences, perspectives and cultures inform and enrich their understanding of the world, each other and themselves. AMR and ACH is committed to building an inclusive organization and has… [Read More about How A Medical Association Used a Physical Representation of Diversity to Create a Fun and Engaging Conversation](https://amrms.com/how-a-medical-association-used-a-physical-representation-of-diversity-to-create-a-fun-and-engaging-conversation/ "How A Medical Association Used a Physical Representation of Diversity to Create a Fun and Engaging Conversation") [ ![Microphone sitting on a desk](https://amrms.com/wp-content/uploads/2022/07/Microphone.png "Microphone") ](https://amrms.com/diversity-and-inclusion-case-study-attack-of-the-killer-manel/)### [ Diversity and Inclusion Case Study – Attack of the Killer Manel ](https://amrms.com/diversity-and-inclusion-case-study-attack-of-the-killer-manel/ "Diversity and Inclusion Case Study - Attack of the Killer Manel") By [Molly Marsh](https://amrms.com/author/molly-marsh/)The ChallengeManels…(All Male Panel) they’re a thing. It’s rarely intentional, but one of the challenges in volunteers working on components of a conference is that they aren’t always in a position to see how their individual work impacts the big picture. For the National Association of State Procurement Officials, well-intentioned volunteers developing conference sessions worked… [Read More about Diversity and Inclusion Case Study – Attack of the Killer Manel](https://amrms.com/diversity-and-inclusion-case-study-attack-of-the-killer-manel/ "Diversity and Inclusion Case Study - Attack of the Killer Manel") [ ![Man stamping a letter](https://amrms.com/wp-content/uploads/2022/07/Stamp.png "Stamp") ](https://amrms.com/in-kahoot-association-management-accreditation-fun/)### [ In Kahoot! Association ManagementAccreditation Fun! ](https://amrms.com/in-kahoot-association-management-accreditation-fun/ "In Kahoot! Association ManagementAccreditation Fun!") By [AMR Management Services](https://amrms.com/author/amr-management-services/)The Challenge:Making internal training about Association Management Company (AMC) accreditation fun! AMR is accredited through the AMC Institute. Every four years, the company goes through the re-accreditation process to ensure adherence to the AMCI Standard of Good Practices for the Association Management Company Industry. A critical component of the re-accreditation process is a full-staff review of… [Read More about In Kahoot! Association ManagementAccreditation Fun!](https://amrms.com/in-kahoot-association-management-accreditation-fun/ "In Kahoot! Association ManagementAccreditation Fun!") [ ![Gears with the words Strategy Development and vision inscribed on them](https://amrms.com/wp-content/uploads/2022/07/StrategyBanner.png "StrategyBanner") ](https://amrms.com/conference-strategy-an-associations-secret-weapon/)### [ Conference Strategy: An Association’s Secret Weapon ](https://amrms.com/conference-strategy-an-associations-secret-weapon/ "Conference Strategy: An Association’s Secret Weapon") By [AMR Management Services](https://amrms.com/author/amr-management-services/)The ChallengeTo give strategic purpose to the National Association of State Procurement Officials (NASPO) Annual Conference. Like many associations, NASPO held an Annual Conference with positive satisfaction ratings from participants, but that didn’t always connect member attendees with their larger professional development needs from the organization. Even with the introduction of a new strategic plan,… [Read More about Conference Strategy: An Association’s Secret Weapon](https://amrms.com/conference-strategy-an-associations-secret-weapon/ "Conference Strategy: An Association’s Secret Weapon") [ ![Graphic of a bunch of people in a line](https://amrms.com/wp-content/uploads/2022/07/Line.png "Line") ](https://amrms.com/national-association-of-state-chief-information-officers-online-conference-check-in/)### [ National Association of State Chief Information Officers Online Conference Check-in ](https://amrms.com/national-association-of-state-chief-information-officers-online-conference-check-in/ "National Association of State Chief Information Officers Online Conference Check-in") By [Lisa Thompson](https://amrms.com/author/lisa-thompson/)The ChallengeThe National Association of State Chief Information Officers has two conferences each year with attendee numbers ranging from 500 – 700 individuals. A great deal of staff time was being devoted to printing/stuffing badges for these conferences as well as the customer service issue of check-in lines with a manual check-in process. The association… [Read More about National Association of State Chief Information Officers Online Conference Check-in](https://amrms.com/national-association-of-state-chief-information-officers-online-conference-check-in/ "National Association of State Chief Information Officers Online Conference Check-in") [ ![Focus on a microphone with a blurred audience in the background](https://amrms.com/wp-content/uploads/2022/07/Audience.png "Audience") ](https://amrms.com/conference-innovation-drives-member-engagement/)### [ Conference Innovation Drives Member Engagement ](https://amrms.com/conference-innovation-drives-member-engagement/ "Conference Innovation Drives Member Engagement") By [Molly Marsh](https://amrms.com/author/molly-marsh/)The ChallengeAdults learn as much from one another as they do from the experts that give presentations during a conference. As a part of the goals for its 2016 Annual Conference, the National Association of State Procurement Officials (NASPO) wanted to drive more peer-to-peer learning and infuse purposeful engagement opportunities into traditional networking breaks. … [Read More about Conference Innovation Drives Member Engagement](https://amrms.com/conference-innovation-drives-member-engagement/ "Conference Innovation Drives Member Engagement") [ ![Group of people giving thumbs up](https://amrms.com/wp-content/uploads/2022/07/ThumbsUp.png "ThumbsUp") ](https://amrms.com/a-new-civic-hero-the-role-and-branding-of-the-state-chief-information-officer/)### [ A New Civic Hero – The Role and Branding of the State Chief Information Officer ](https://amrms.com/a-new-civic-hero-the-role-and-branding-of-the-state-chief-information-officer/ "A New Civic Hero - The Role and Branding of the State Chief Information Officer") By [Emily Lane](https://amrms.com/author/emily-lane/)The ChallengeInformation technology in state government is far more than boxes and wires; it is the fabric of government and very often the face of government. The work that supports, connects, secures and engages is led by state chief information officers (CIO), yet this role is often misconceived as solely a technologist rather than policy… [Read More about A New Civic Hero – The Role and Branding of the State Chief Information Officer](https://amrms.com/a-new-civic-hero-the-role-and-branding-of-the-state-chief-information-officer/ "A New Civic Hero - The Role and Branding of the State Chief Information Officer") [ ![Graphic of different elements of finance](https://amrms.com/wp-content/uploads/2022/07/FinanceGraphic.png "FinanceGraphic") ](https://amrms.com/financial-management/)### [ Financial Management ](https://amrms.com/financial-management/ "Financial Management") By [AMR Management Services](https://amrms.com/author/amr-management-services/)The ChallengeShortly after AMR began working with a new healthcare client, AMR staff had questions about the accounting principles that had been applied to one of its programs that was separate from the association and co-owned with another organization. After presenting concerns to the Board of Directors, an audit of this program was conducted and… [Read More about Financial Management](https://amrms.com/financial-management/ "Financial Management") [ ![People holding up signs with icons](https://amrms.com/wp-content/uploads/2022/07/BrandingCS.png "BrandingCS") ](https://amrms.com/national-association-of-state-chief-information-officers-rebranding/)### [ National Association of State Chief Information Officers Rebranding ](https://amrms.com/national-association-of-state-chief-information-officers-rebranding/ "National Association of State Chief Information Officers Rebranding") By [Emily Lane](https://amrms.com/author/emily-lane/)The ChallengeAMR client-partner, the National Association of State Chief Information Officers, needed a new brand identity that was more modern and attuned to a leading-edge IT organization. It had been several years since NASCIO had reviewed their brand identity and the Executive Committee asked staff to bring a proposed branding redo for their review and… [Read More about National Association of State Chief Information Officers Rebranding](https://amrms.com/national-association-of-state-chief-information-officers-rebranding/ "National Association of State Chief Information Officers Rebranding") --- ### [Quick Download Button](https://amrms.com/quick-download-button-2/) **Published:** August 28, 2023 **Author:** Mike Cooke --- ### [Privacy](https://amrms.com/privacy/) **Published:** June 2, 2022 **Author:** Mike Cooke **Content:** # AMR Website Privacy Policy **PRIVACY NOTICE** **Last updated September 05, 2022** This privacy notice for AMR Management Services (“**Company**,” “**we**,” “**us**,” or “**our**“), describes how and why we might collect, store, use, and/or share (“**process**“) your information when you use our services (“**Services**“), such as when you: - Visit our website at <https://www.amrms.com>, or any website of ours that links to this privacy notice - Engage with us in other related ways, including any sales, marketing, or events **Questions or concerns?** Reading this privacy notice will help you understand your privacy rights and choices. If you do not agree with our policies and practices, please do not use our Services. If you still have any questions or concerns, please contact us at amr\_admin@amrms.com. **SUMMARY OF KEY POINTS** ***This summary provides key points from our privacy notice, but you can find out more details about any of these topics by clicking the link following each key point or by using our table of contents below to find the section you are looking for. You can also click*** [***here***](#toc) ***to go directly to our table of contents.*** **What personal information do we process?** When you visit, use, or navigate our Services, we may process personal information depending on how you interact with AMR Management Services and the Services, the choices you make, and the products and features you use. Click [here](#personalinfo) to learn more. **Do we process any sensitive personal information?** We do not process sensitive personal information. **Do we receive any information from third parties?** We may receive information from public databases, marketing partners, social media platforms, and other outside sources. Click [here](#othersources) to learn more. **How do we process your information?** We process your information to provide, improve, and administer our Services, communicate with you, for security and fraud prevention, and to comply with law. We may also process your information for other purposes with your consent. We process your information only when we have a valid legal reason to do so. Click [here](#infouse) to learn more. **In what situations and with which parties do we share personal information?** We may share information in specific situations and with specific third parties. Click [here](#whoshare) to learn more. **How do we keep your information safe?** We have organizational and technical processes and procedures in place to protect your personal information. However, no electronic transmission over the internet or information storage technology can be guaranteed to be 100% secure, so we cannot promise or guarantee that hackers, cybercriminals, or other unauthorized third parties will not be able to defeat our security and improperly collect, access, steal, or modify your information. Click [here](#infosafe) to learn more. **What are your rights?** Depending on where you are located geographically, the applicable privacy law may mean you have certain rights regarding your personal information. Click [here](#privacyrights) to learn more. **How do you exercise your rights?** The easiest way to exercise your rights is by filling out our data subject request form available [here](https://app.termly.io/notify/2532ae8c-4f5c-4dcb-80fb-b28e01081777), or by contacting us. We will consider and act upon any request in accordance with applicable data protection laws. Want to learn more about what AMR Management Services does with any information we collect? Click [here](#toc) to review the notice in full. **TABLE OF CONTENTS** [1. WHAT INFORMATION DO WE COLLECT?](#infocollect)[2. HOW DO WE PROCESS YOUR INFORMATION?](#infouse)[3. WHAT LEGAL BASES DO WE RELY ON TO PROCESS YOUR PERSONAL INFORMATION?](#legalbases)[4. WHEN AND WITH WHOM DO WE SHARE YOUR PERSONAL INFORMATION?](#whoshare)[5. DO WE USE COOKIES AND OTHER TRACKING TECHNOLOGIES?](#cookies)[6. HOW LONG DO WE KEEP YOUR INFORMATION?](#inforetain)[7. HOW DO WE KEEP YOUR INFORMATION SAFE?](#infosafe)[8. DO WE COLLECT INFORMATION FROM MINORS?](#infominors)[9. WHAT ARE YOUR PRIVACY RIGHTS?](#privacyrights)[10. CONTROLS FOR DO-NOT-TRACK FEATURES](#DNT)[11. DO CALIFORNIA RESIDENTS HAVE SPECIFIC PRIVACY RIGHTS?](#caresidents)[12. DO WE MAKE UPDATES TO THIS NOTICE?](#policyupdates)[13. HOW CAN YOU CONTACT US ABOUT THIS NOTICE?](#contact)[14. HOW CAN YOU REVIEW, UPDATE, OR DELETE THE DATA WE COLLECT FROM YOU?](#request) **1. WHAT INFORMATION DO WE COLLECT?** **Personal information you disclose to us** ***In Short:* *We collect personal information that you provide to us.* We collect personal information that you voluntarily provide to us when you express an interest in obtaining information about us or our products and Services, when you participate in activities on the Services, or otherwise when you contact us. **Personal Information Provided by You.** The personal information that we collect depends on the context of your interactions with us and the Services, the choices you make, and the products and features you use. The personal information we collect may include the following: - names - phone numbers - email addresses - contact preferences - job titles - mailing addresses - association information **Sensitive Information.** We do not process sensitive information. All personal information that you provide to us must be true, complete, and accurate, and you must notify us of any changes to such personal information. **Information automatically collected** ***In Short:* *Some information – such as your Internet Protocol (IP) address and/or browser and device characteristics – is collected automatically when you visit our Services.* We automatically collect certain information when you visit, use, or navigate the Services. This information does not reveal your specific identity (like your name or contact information) but may include device and usage information, such as your IP address, browser and device characteristics, operating system, language preferences, referring URLs, device name, country, location, information about how and when you use our Services, and other technical information. This information is primarily needed to maintain the security and operation of our Services, and for our internal analytics and reporting purposes. Like many businesses, we also collect information through cookies and similar technologies. The information we collect includes: - *Log and Usage Data.* Log and usage data is service-related, diagnostic, usage, and performance information our servers automatically collect when you access or use our Services and which we record in log files. Depending on how you interact with us, this log data may include your IP address, device information, browser type, and settings and information about your activity in the Services (such as the date/time stamps associated with your usage, pages and files viewed, searches, and other actions you take such as which features you use), device event information (such as system activity, error reports (sometimes called “crash dumps”), and hardware settings). - *Device Data.* We collect device data such as information about your computer, phone, tablet, or other device you use to access the Services. Depending on the device used, this device data may include information such as your IP address (or proxy server), device and application identification numbers, location, browser type, hardware model, Internet service provider and/or mobile carrier, operating system, and system configuration information. - *Location Data.* We collect location data such as information about your device’s location, which can be either precise or imprecise. How much information we collect depends on the type and settings of the device you use to access the Services. For example, we may use GPS and other technologies to collect geolocation data that tells us your current location (based on your IP address). You can opt out of allowing us to collect this information either by refusing access to the information or by disabling your Location setting on your device. However, if you choose to opt out, you may not be able to use certain aspects of the Services. **Information collected from other sources** ***In Short:*** *We may collect limited data from public databases, marketing partners, and other outside sources. In order to enhance our ability to provide relevant marketing, offers, and services to you and update our records, we may obtain information about you from other sources, such as public databases, joint marketing partners, affiliate programs, data providers, and from other third parties. This information includes mailing addresses, job titles, email addresses, phone numbers, intent data (or user behavior data), Internet Protocol (IP) addresses, social media profiles, social media URLs, and custom profiles, for purposes of targeted advertising and event promotion. **2. HOW DO WE PROCESS YOUR INFORMATION?** ***In Short:*** *We process your information to provide, improve, and administer our Services, communicate with you, for security and fraud prevention, and to comply with law. We may also process your information for other purposes with your consent.* **We process your personal information for a variety of reasons, depending on how you interact with our Services, including:** - **To deliver and facilitate delivery of services to the user.** We may process your information to provide you with the requested service. - **To respond to user inquiries/offer support to users.** We may process your information to respond to your inquiries and solve any potential issues you might have with the requested service. - **To request feedback.** We may process your information when necessary to request feedback and to contact you about your use of our Services. - **To send you marketing and promotional communications.** We may process the personal information you send to us for our marketing purposes, if this is in accordance with your marketing preferences. You can opt out of our marketing emails at any time. For more information, see “[WHAT ARE YOUR PRIVACY RIGHTS?](#privacyrights)” below). - **To post testimonials.** We post testimonials on our Services that may contain personal information. - **To evaluate and improve our Services, products, marketing, and your experience.** We may process your information when we believe it is necessary to identify usage trends, determine the effectiveness of our promotional campaigns, and to evaluate and improve our Services, products, marketing, and your experience. - **To identify usage trends.** We may process information about how you use our Services to better understand how they are being used so we can improve them. - **To determine the effectiveness of our marketing and promotional campaigns.** We may process your information to better understand how to provide marketing and promotional campaigns that are most relevant to you. - **To Respond to Submitted RFPs****.** If you submit and RFP to us we will respond using the information provided via forms on our website **3. WHAT LEGAL BASES DO WE RELY ON TO PROCESS YOUR INFORMATION?** ***In Short:** We only process your personal information when we believe it is necessary and we have a valid legal reason (i.e., legal basis) to do so under applicable law, like with your consent, to comply with laws, to provide you with services to enter into or fulfill our contractual obligations, to protect your rights, or to fulfill our legitimate business interests.* ***If you are located in Canada, this section applies to you.*** We may process your information if you have given us specific permission (i.e., express consent) to use your personal information for a specific purpose, or in situations where your permission can be inferred (i.e., implied consent). You can withdraw your consent at any time. Click [here](#withdrawconsent) to learn more. In some exceptional cases, we may be legally permitted under applicable law to process your information without your consent, including, for example: - If collection is clearly in the interests of an individual and consent cannot be obtained in a timely way - For investigations and fraud detection and prevention - For business transactions provided certain conditions are met - If it is contained in a witness statement and the collection is necessary to assess, process, or settle an insurance claim - For identifying injured, ill, or deceased persons and communicating with next of kin - If we have reasonable grounds to believe an individual has been, is, or may be victim of financial abuse - If it is reasonable to expect collection and use with consent would compromise the availability or the accuracy of the information and the collection is reasonable for purposes related to investigating a breach of an agreement or a contravention of the laws of Canada or a province - If disclosure is required to comply with a subpoena, warrant, court order, or rules of the court relating to the production of records - If it was produced by an individual in the course of their employment, business, or profession and the collection is consistent with the purposes for which the information was produced - If the collection is solely for journalistic, artistic, or literary purposes - If the information is publicly available and is specified by the regulations **4. WHEN AND WITH WHOM DO WE SHARE YOUR PERSONAL INFORMATION?** ***In Short:*** *We may share information in specific situations described in this section and/or with the following third parties.* We may need to share your personal information in the following situations: - **Business Transfers.** We may share or transfer your information in connection with, or during negotiations of, any merger, sale of company assets, financing, or acquisition of all or a portion of our business to another company. **5. DO WE USE COOKIES AND OTHER TRACKING TECHNOLOGIES?** ***In Short:*** *We may use cookies and other tracking technologies to collect and store your information.* We may use cookies and similar tracking technologies (like web beacons and pixels) to access or store information. Specific information about how we use such technologies and how you can refuse certain cookies is set out in our Cookie Notice. **6. HOW LONG DO WE KEEP YOUR INFORMATION?** ***In Short:*** *We keep your information for as long as necessary to fulfill the purposes outlined in this privacy notice unless otherwise required by law.* We will only keep your personal information for as long as it is necessary for the purposes set out in this privacy notice, unless a longer retention period is required or permitted by law (such as tax, accounting, or other legal requirements). No purpose in this notice will require us keeping your personal information for longer than 1 year. When we have no ongoing legitimate business need to process your personal information, we will either delete or anonymize such information, or, if this is not possible (for example, because your personal information has been stored in backup archives), then we will securely store your personal information and isolate it from any further processing until deletion is possible. **7. HOW DO WE KEEP YOUR INFORMATION SAFE?** ***In Short:*** *We aim to protect your personal information through a system of organizational and technical security measures.* We have implemented appropriate and reasonable technical and organizational security measures designed to protect the security of any personal information we process. However, despite our safeguards and efforts to secure your information, no electronic transmission over the Internet or information storage technology can be guaranteed to be 100% secure, so we cannot promise or guarantee that hackers, cybercriminals, or other unauthorized third parties will not be able to defeat our security and improperly collect, access, steal, or modify your information. Although we will do our best to protect your personal information, transmission of personal information to and from our Services is at your own risk. You should only access the Services within a secure environment. **8. DO WE COLLECT INFORMATION FROM MINORS?** ***In Short:*** *We do not knowingly collect data from or market to children under 18 years of age.* We do not knowingly solicit data from or market to children under 18 years of age. By using the Services, you represent that you are at least 18 or that you are the parent or guardian of such a minor and consent to such minor dependent’s use of the Services. If we learn that personal information from users less than 18 years of age has been collected, we will deactivate the account and take reasonable measures to promptly delete such data from our records. If you become aware of any data we may have collected from children under age 18, please contact us using [Our Contact Form](/contact-us/). **9. WHAT ARE YOUR PRIVACY RIGHTS?** ***In Short:*** In some regions, such as Canada, you have rights that allow you greater access to and control over your personal information. You may review, change, or terminate your account at any time. In some regions (like Canada), you have certain rights under applicable data protection laws. These may include the right (i) to request access and obtain a copy of your personal information, (ii) to request rectification or erasure; (iii) to restrict the processing of your personal information; and (iv) if applicable, to data portability. In certain circumstances, you may also have the right to object to the processing of your personal information. You can make such a request by contacting us by using the contact details provided in the section “[HOW CAN YOU CONTACT US ABOUT THIS NOTICE?](#contact)” below. We will consider and act upon any request in accordance with applicable data protection laws. If you are located in the EEA or UK and you believe we are unlawfully processing your personal information, you also have the right to complain to your local data protection supervisory authority. You can find their contact details here: [https://ec.europa.eu/justice/data-protection/bodies/authorities/index\_en.htm](https://ec.europa.eu/justice/data-protection/bodies/authorities/index_en.htm). If you are located in Switzerland, the contact details for the data protection authorities are available here: <https://www.edoeb.admin.ch/edoeb/en/home.html>. **Withdrawing your consent:** If we are relying on your consent to process your personal information, which may be express and/or implied consent depending on the applicable law, you have the right to withdraw your consent at any time. You can withdraw your consent at any time by contacting us by using the contact details provided in the section “[HOW CAN YOU CONTACT US ABOUT THIS NOTICE?](#contact)” below. However, please note that this will not affect the lawfulness of the processing before its withdrawal nor, when applicable law allows, will it affect the processing of your personal information conducted in reliance on lawful processing grounds other than consent. **Cookies and similar technologies:** Most Web browsers are set to accept cookies by default. If you prefer, you can usually choose to set your browser to remove cookies and to reject cookies. If you choose to remove cookies or reject cookies, this could affect certain features or services of our Services. To opt out of interest-based advertising by advertisers on our Services visit <http://www.aboutads.info/choices/>. If you have questions or comments about your privacy rights, you may email us via [Our Contact Form](/contact-us/). **10. CONTROLS FOR DO-NOT-TRACK FEATURES** Most web browsers and some mobile operating systems and mobile applications include a Do-Not-Track (“DNT”) feature or setting you can activate to signal your privacy preference not to have data about your online browsing activities monitored and collected. At this stage no uniform technology standard for recognizing and implementing DNT signals has been finalized. As such, we do not currently respond to DNT browser signals or any other mechanism that automatically communicates your choice not to be tracked online. If a standard for online tracking is adopted that we must follow in the future, we will inform you about that practice in a revised version of this privacy notice. **11. DO CALIFORNIA RESIDENTS HAVE SPECIFIC PRIVACY RIGHTS?** ***In Short:*** *Yes, if you are a resident of California, you are granted specific rights regarding access to your personal information.* California Civil Code Section 1798.83, also known as the “Shine The Light” law, permits our users who are California residents to request and obtain from us, once a year and free of charge, information about categories of personal information (if any) we disclosed to third parties for direct marketing purposes and the names and addresses of all third parties with which we shared personal information in the immediately preceding calendar year. If you are a California resident and would like to make such a request, please submit your request in writing to us using the contact information provided below. If you are under 18 years of age, reside in California, and have a registered account with Services, you have the right to request removal of unwanted data that you publicly post on the Services. To request removal of such data, please contact us using the contact information provided below and include the email address associated with your account and a statement that you reside in California. We will make sure the data is not publicly displayed on the Services, but please be aware that the data may not be completely or comprehensively removed from all our systems (e.g., backups, etc.). **CCPA Privacy Notice** The California Code of Regulations defines a “resident” as: (1) every individual who is in the State of California for other than a temporary or transitory purpose and(2) every individual who is domiciled in the State of California who is outside the State of California for a temporary or transitory purpose All other individuals are defined as “non-residents.” If this definition of “resident” applies to you, we must adhere to certain rights and obligations regarding your personal information. **What categories of personal information do we collect?** We have collected the following categories of personal information in the past twelve (12) months: | **Category** | **Examples** | **Collected** | |---|---|---| | A. Identifiers | Contact details, such as real name, alias, postal address, telephone or mobile contact number, unique personal identifier, online identifier, Internet Protocol address, email address, and account name | YES | | B. Personal information categories listed in the California Customer Records statute | Name, contact information, education, employment, employment history, and financial information | NO | | C. Protected classification characteristics under California or federal law | Gender and date of birth | YES | | D. Commercial information | Transaction information, purchase history, financial details, and payment information | NO | | E. Biometric information | Fingerprints and voiceprints | NO | | F. Internet or other similar network activity | Browsing history, search history, online behavior, interest data, and interactions with our and other websites, applications, systems, and advertisements | NO | | G. Geolocation data | Device location | YES | | H. Audio, electronic, visual, thermal, olfactory, or similar information | Images and audio, video or call recordings created in connection with our business activities | NO | | I. Professional or employment-related information | Business contact details in order to provide you our Services at a business level or job title, work history, and professional qualifications if you apply for a job with us | NO | | J. Education Information | Student records and directory information | NO | | K. Inferences drawn from other personal information | Inferences drawn from any of the collected personal information listed above to create a profile or summary about, for example, an individual’s preferences and characteristics | NO | We may also collect other personal information outside of these categories through instances where you interact with us in person, online, or by phone or mail in the context of: - Receiving help through our customer support channels; - Participation in customer surveys or contests; and - Facilitation in the delivery of our Services and to respond to your inquiries. **How do we use and share your personal information?** More information about our data collection and sharing practices can be found in this privacy notice. You may contact us by visiting <https://www.amrms.com/contact-us/>, or by referring to the contact details at the bottom of this document. If you are using an authorized agent to exercise your right to opt out we may deny a request if the authorized agent does not submit proof that they have been validly authorized to act on your behalf. **Will your information be shared with anyone else?** We may disclose your personal information with our service providers pursuant to a written contract between us and each service provider. Each service provider is a for-profit entity that processes the information on our behalf. We may use your personal information for our own business purposes, such as for undertaking internal research for technological development and demonstration. This is not considered to be “selling” of your personal information. AMR Management Services has not disclosed or sold any personal information to third parties for a business or commercial purpose in the preceding twelve (12) months. AMR Management Services will not sell personal information in the future belonging to website visitors, users, and other consumers. **Your rights with respect to your personal data** Right to request deletion of the data – Request to delete You can ask for the deletion of your personal information. If you ask us to delete your personal information, we will respect your request and delete your personal information, subject to certain exceptions provided by law, such as (but not limited to) the exercise by another consumer of his or her right to free speech, our compliance requirements resulting from a legal obligation, or any processing that may be required to protect against illegal activities. Right to be informed – Request to know Depending on the circumstances, you have a right to know: - whether we collect and use your personal information; - the categories of personal information that we collect; - the purposes for which the collected personal information is used; - whether we sell your personal information to third parties; - the categories of personal information that we sold or disclosed for a business purpose; - the categories of third parties to whom the personal information was sold or disclosed for a business purpose; and - the business or commercial purpose for collecting or selling personal information. In accordance with applicable law, we are not obligated to provide or delete consumer information that is de-identified in response to a consumer request or to re-identify individual data to verify a consumer request. Right to Non-Discrimination for the Exercise of a Consumer’s Privacy Rights We will not discriminate against you if you exercise your privacy rights. Verification process Upon receiving your request, we will need to verify your identity to determine you are the same person about whom we have the information in our system. These verification efforts require us to ask you to provide information so that we can match it with information you have previously provided us. For instance, depending on the type of request you submit, we may ask you to provide certain information so that we can match the information you provide with the information we already have on file, or we may contact you through a communication method (e.g., phone or email) that you have previously provided to us. We may also use other verification methods as the circumstances dictate. We will only use personal information provided in your request to verify your identity or authority to make the request. To the extent possible, we will avoid requesting additional information from you for the purposes of verification. However, if we cannot verify your identity from the information already maintained by us, we may request that you provide additional information for the purposes of verifying your identity and for security or fraud-prevention purposes. We will delete such additionally provided information as soon as we finish verifying you. Other privacy rights - You may object to the processing of your personal information. - You may request correction of your personal data if it is incorrect or no longer relevant, or ask to restrict the processing of the information. - You can designate an authorized agent to make a request under the CCPA on your behalf. We may deny a request from an authorized agent that does not submit proof that they have been validly authorized to act on your behalf in accordance with the CCPA. - You may request to opt out from future selling of your personal information to third parties. Upon receiving an opt-out request, we will act upon the request as soon as feasibly possible, but no later than fifteen (15) days from the date of the request submission. To exercise these rights, you can contact us by visiting <https://www.amrms.com/contact-us/>, or by referring to the contact details at the bottom of this document. If you have a complaint about how we handle your data, we would like to hear from you. **12. DO WE MAKE UPDATES TO THIS NOTICE?** ***In Short:** Yes, we will update this notice as necessary to stay compliant with relevant laws.* We may update this privacy notice from time to time. The updated version will be indicated by an updated “Revised” date and the updated version will be effective as soon as it is accessible. If we make material changes to this privacy notice, we may notify you either by prominently posting a notice of such changes or by directly sending you a notification. We encourage you to review this privacy notice frequently to be informed of how we are protecting your information. **13. HOW CAN YOU CONTACT US ABOUT THIS NOTICE?** If you have questions or comments about this notice, you may email us via [Our Contact Form](/contact-us/) or by post to: AMR Management Services201 East Main Street, Suite 1405Lexington, KY 40507United States **14. HOW CAN YOU REVIEW, UPDATE, OR DELETE THE DATA WE COLLECT FROM YOU?** Based on the applicable laws of your country, you may have the right to request access to the personal information we collect from you, change that information, or delete it. To request to review, update, or delete your personal information, please submit a request form by clicking [here](https://app.termly.io/notify/2532ae8c-4f5c-4dcb-80fb-b28e01081777). This privacy policy was created using Termly’s [Privacy Policy Generator](https://termly.io/products/privacy-policy-generator/). --- ### [Press Releases](https://amrms.com/press-releases/) **Published:** June 8, 2022 **Author:** Mike Cooke **Content:** # AMR Press Releases [ ![Graphic of people typing on typewriters for AMR Press Release Header](https://amrms.com/wp-content/uploads/2022/07/PressReleaseHeader-1024x288.png)### AMR Finishes in the Top Ten of Best Places to Work in Kentucky 2017 ](https://amrms.com/amr-finishes-in-the-top-ten-of-best-places-to-work-in-kentucky-2017/)July 25, 2022 [ ![Graphic of people typing on typewriters for AMR Press Release Header](https://amrms.com/wp-content/uploads/2022/07/PressReleaseHeader-1024x288.png)### AMR Management Services Achieves AMC Institute Re accreditation 2022 ](https://amrms.com/amr-management-services-achieves-amc-institute-re-accreditation-2022/)July 25, 2022 [ ![Graphic of people typing on typewriters for AMR Press Release Header](https://amrms.com/wp-content/uploads/2022/07/PressReleaseHeader-1024x288.png)### AMR Welcomes the National Association of Hispanic Nurses as New Client-Partner ](https://amrms.com/amr-welcomes-the-national-association-of-hispanic-nurses-as-new-client-partner/)January 25, 2022 [ ![Graphic of people typing on typewriters for AMR Press Release Header](https://amrms.com/wp-content/uploads/2022/07/PressReleaseHeader-1024x288.png)### AMR Client-Partner Chief Officers of State Library Agencies Names Executive Director ](https://amrms.com/amr-client-partner-chief-officers-of-state-library-agencies-names-executive-director/)August 13, 2021 [ ![Graphic of people typing on typewriters for AMR Press Release Header](https://amrms.com/wp-content/uploads/2022/07/PressReleaseHeader-1024x288.png)### AMR Welcomes the Society for Obstetric Anesthesia and Perinatology and the Consortium of College and University Media Centers as Client Partners ](https://amrms.com/amr-welcomes-the-society-for-obstetric-anesthesia-and-perinatology-and-the-consortium-of-college-and-university-media-centers-as-client-partners/)December 16, 2020 [ ![Graphic of people typing on typewriters for AMR Press Release Header](https://amrms.com/wp-content/uploads/2022/07/PressReleaseHeader-1024x288.png)### AMR Client-Partners Recognized in ASAE’s 100 Associations that will Save the World ](https://amrms.com/amr-client-partners-recognized-in-asaes-100-associations-that-will-save-the-world/)August 19, 2020 [ ![Graphic of people typing on typewriters for AMR Press Release Header](https://amrms.com/wp-content/uploads/2022/07/PressReleaseHeader-1024x288.png)### AMR Announces Two New Directors ](https://amrms.com/amr-announces-two-new-directors/)June 23, 2020 [ ![Graphic of people typing on typewriters for AMR Press Release Header](https://amrms.com/wp-content/uploads/2022/07/PressReleaseHeader-1024x288.png)### AMR Welcomes the Association of Biomolecular Resource Facilities as Client Partner ](https://amrms.com/amr-welcomes-the-association-of-biomolecular-resource-facilities-as-client-partner/)January 15, 2020 [ ![Graphic of people typing on typewriters for AMR Press Release Header](https://amrms.com/wp-content/uploads/2022/07/PressReleaseHeader-1024x288.png)### AMR Welcomes American Osteopathic College of Anesthesiologists as Client Partner ](https://amrms.com/amr-welcomes-american-osteopathic-college-of-anesthesiologists-as-client-partner/)October 2, 2019 [ ![Graphic of people typing on typewriters for AMR Press Release Header](https://amrms.com/wp-content/uploads/2022/07/PressReleaseHeader-1024x288.png)### AMR Welcomes Friends of the National Institute of Nursing Research as Client Partner ](https://amrms.com/amr-welcomes-friends-of-the-national-institute-of-nursing-research-as-client-partner/)July 2, 2019 [ ![Graphic of people typing on typewriters for AMR Press Release Header](https://amrms.com/wp-content/uploads/2022/07/PressReleaseHeader-1024x288.png)### AMR Welcomes the National Association for Children’s Behavioral Health as Client Partner ](https://amrms.com/amr-welcomes-the-national-association-for-childrens-behavioral-health-as-client-partner/)February 28, 2019 [ ![Graphic of people typing on typewriters for AMR Press Release Header](https://amrms.com/wp-content/uploads/2022/07/PressReleaseHeader-1024x288.png)### AMR’S Fossett and Overall Earn Certified Association Executive Credential ](https://amrms.com/amrs-fossett-and-overall-earn-certified-association-executive-credential/)February 5, 2019 [ ![Graphic of people typing on typewriters for AMR Press Release Header](https://amrms.com/wp-content/uploads/2022/07/PressReleaseHeader-1024x288.png)### AMR Named Winner in 15th Annual Best Places to Work in Kentucky ](https://amrms.com/amr-named-winner-in-15th-annual-best-places-to-work-in-kentucky/)January 24, 2019 [ ![Graphic of people typing on typewriters for AMR Press Release Header](https://amrms.com/wp-content/uploads/2022/07/PressReleaseHeader-1024x288.png)### AMR Welcomes the Association for Accounting Marketing as Client Partner ](https://amrms.com/amr-welcomes-the-association-for-accounting-marketing-as-client-partner/)October 1, 2018 [ ![Graphic of people typing on typewriters for AMR Press Release Header](https://amrms.com/wp-content/uploads/2022/07/PressReleaseHeader-1024x288.png)### AMR Welcomes the Women’s Energy Network as Full-Service Client-Partner ](https://amrms.com/amr-welcomes-the-womens-energy-network-as-full-service-client-partner/)August 6, 2018 [ ![Graphic of people typing on typewriters for AMR Press Release Header](https://amrms.com/wp-content/uploads/2022/07/PressReleaseHeader-1024x288.png)### AMR Names Nick Ruffin President and Chief Executive Officer ](https://amrms.com/amr-names-nick-ruffin-president-and-chief-executive-officer/)July 18, 2018 [ ![Graphic of people typing on typewriters for AMR Press Release Header](https://amrms.com/wp-content/uploads/2022/07/PressReleaseHeader-1024x288.png)### AMR Achieves AMC Institute Re-accreditation ](https://amrms.com/amr-achieves-amc-institute-re-accreditation/)July 16, 2018 [ ![Graphic of people typing on typewriters for AMR Press Release Header](https://amrms.com/wp-content/uploads/2022/07/PressReleaseHeader-1024x288.png)### AMR Client-Partner NASCIO Named Silver Award Recipient in 2018 ASAE Power of A Program ](https://amrms.com/amr-client-partner-nascio-named-silver-award-recipient-in-2018-asae-power-of-a-program/)June 20, 2018 [ ![Graphic of people typing on typewriters for AMR Press Release Header](https://amrms.com/wp-content/uploads/2022/07/PressReleaseHeader-1024x288.png)### AMR Finishes in the Top Ten of Best Places to Work in Kentucky ](https://amrms.com/amr-finishes-in-the-top-ten-of-best-places-to-work-in-kentucky/)April 19, 2018 [ ![Graphic of people typing on typewriters for AMR Press Release Header](https://amrms.com/wp-content/uploads/2022/07/PressReleaseHeader-1024x288.png)### AMR Names Vice President Bender to Executive Team ](https://amrms.com/amr-names-vice-president-bender-to-executive-team/)January 18, 2018 [ ![Graphic of people typing on typewriters for AMR Press Release Header](https://amrms.com/wp-content/uploads/2022/07/PressReleaseHeader-1024x288.png)### AMR’s Marsh Named to Connect Association’s 2017 40 Under 40 ](https://amrms.com/amrs-marsh-named-to-connect-associations-2017-40-under-40/)May 16, 2017 [ ![Graphic of people typing on typewriters for AMR Press Release Header](https://amrms.com/wp-content/uploads/2022/07/PressReleaseHeader-1024x288.png)### AMR’s Ellwood Appointed to PCMA Education Task Force for 2017 ](https://amrms.com/amrs-ellwood-appointed-to-pcma-education-task-force-for-2017/)January 31, 2017 [ ![Graphic of people typing on typewriters for AMR Press Release Header](https://amrms.com/wp-content/uploads/2022/07/PressReleaseHeader-1024x288.png)### AMR’s Emily Lane Earns Certified Association Executive Credential ](https://amrms.com/amrs-emily-lane-earns-certified-association-executive-credential/)January 26, 2017 [ ![Graphic of people typing on typewriters for AMR Press Release Header](https://amrms.com/wp-content/uploads/2022/07/PressReleaseHeader-1024x288.png)### AMR Finishes Eighth in 12th Annual Best Places to Work in Kentucky ](https://amrms.com/amr-finishes-eighth-in-12th-annual-best-places-to-work-in-kentucky/)April 21, 2016 [ ![Graphic of people typing on typewriters for AMR Press Release Header](https://amrms.com/wp-content/uploads/2022/07/PressReleaseHeader-1024x288.png)### AMR’S Eric Sweden Earns Certified Government Chief Information Officer Designation ](https://amrms.com/amrs-eric-sweden-earns-certified-government-chief-information-officer-designation/)March 25, 2016 [ ![Graphic of people typing on typewriters for AMR Press Release Header](https://amrms.com/wp-content/uploads/2022/07/PressReleaseHeader-1024x288.png)### AMR Welcomes the American Association of Endocrine Surgeons as Client Partner ](https://amrms.com/amr-welcomes-the-american-association-of-endocrine-surgeons-as-client-partner/)March 23, 2016 [ ![Graphic of people typing on typewriters for AMR Press Release Header](https://amrms.com/wp-content/uploads/2022/07/PressReleaseHeader-1024x288.png)### AMR Welcomes the Association of Pedestrian and Bicycle Professionals as Client Partner ](https://amrms.com/amr-welcomes-the-association-of-pedestrian-and-bicycle-professionals-as-client-partner/)January 12, 2016 [ ![Graphic of people typing on typewriters for AMR Press Release Header](https://amrms.com/wp-content/uploads/2022/07/PressReleaseHeader-1024x288.png)### AMR Welcomes the New Jersey Chapter of the American College of Emergency Physicians as Client Partner ](https://amrms.com/amr-welcomes-the-new-jersey-chapter-of-the-american-college-of-emergency-physicians-as-client-partner/)November 12, 2015 [ ![Graphic of people typing on typewriters for AMR Press Release Header](https://amrms.com/wp-content/uploads/2022/07/PressReleaseHeader-1024x288.png)### AMR Finishes in Top 10 in 11th Annual Best Places to Work in Kentucky ](https://amrms.com/amr-finishes-in-top-10-in-11th-annual-best-places-to-work-in-kentucky%ef%bf%bc/)April 14, 2014 --- ## Categories ### [Uncategorized](https://amrms.com/category/uncategorized/) --- ### [Blog Posts](https://amrms.com/category/blog-posts/) **Description:** An Association Management Blog from experts in association management, society management, non profits, and more. AMR is an AMC with over 25 years of experience as an association management company. --- ### [Case Studies](https://amrms.com/category/case-studies/) **Description:** AMR Case Studies on Association Management. A guide to best practices for associations from association management experts with over 25 years of experience as an AMC. --- ### [Press Releases](https://amrms.com/category/press-releases/) **Description:** Press Releases by AMR Management Services --- ## Tags ### [Sponsorship](https://amrms.com/tag/sponsorship/) --- ### [Sponsors](https://amrms.com/tag/sponsors/) --- ### [Exhibitors](https://amrms.com/tag/exhibitors/) --- ### [Membership](https://amrms.com/tag/membership/) --- ### [Events](https://amrms.com/tag/events/) --- ### [Meetings](https://amrms.com/tag/meetings/) --- ### [MemberClicks](https://amrms.com/tag/memberclicks/) --- ### [Membership Database](https://amrms.com/tag/membership-database/) --- ### [Best Practices](https://amrms.com/tag/best-practices/) --- ### [Think Differently](https://amrms.com/tag/think-differently/) --- ### [Management](https://amrms.com/tag/management/) --- ### [Covid](https://amrms.com/tag/covid/) --- ### 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