Association Management

Photo of arms holding up letters to spell out welcome

We Have a New Client…Now What???

By Tracy Tucker / August 31, 2016

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.…

Read More
Graphic showing a person studying with a tablet and a laptop

Six Things I Learned While Prepping for the CAE That Weren’t on the Exam

By Sarah Razor / June 2, 2016

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…

Read More
Graphic showing finance related things like money and budget

Nonprofits and Audit Best Practices

By Jamie Lee / April 5, 2016

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…

Read More
Image of scrabble tiles showing the word fraud

Embezzlement – is your nonprofit association at risk?

By Scott Dick / September 24, 2015

We’ve heard much about fraud and embezzlement 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…

Read More