SBI Provides Full Services and Expert Staff
SBI Management Services, Inc. provides association management services to local, regional, national and international nonprofit
professional organizations. When SBI manages the finances, technology and communications for an association, its board members, dedicated volunteers and paid staff are freed to address the organization’s real concerns.
Here is a summary of SBI’s regular services, which are customized for each individual client. Click on any heading to find out more.
- Act as association executive director
- Assist board of directors
- Organize committees and chapters
- Educate about ethics and current issues
- Serve as liaison for government and regulatory relations
- Develop strategic planning
- Website design and timely maintenance
- Membership data entry and renewals
- Secure online credit card processing and monitoring
- Online registration for events and programs
- Webinars, teleconferencing and video conferencing
- Financial management services
- Act as association headquarters
- Design and conduct campaigns for new memberships and renewals
- Maintain membership records
- Provide certification management
- Provide marketing and communications
- Conduct Event Registration
- Design and maintain website
- Maintain membership records
- Monitor online credit card processing
- Consolidate and simplify operations
- Enhance communications with marketplace and members
- Provide online registration for events and programs
- Implement teleconferencing, videoconferencing and webinars
- Lobby on legislation and regulations
- Advocate on compliance issues
- Advocate on other issues as they become and remain relevant
- Collaborate with like-minded organizations
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- Design and implement marketing plans
- Develop and implement strategies for special programs or campaigns
- Plan and execute meetings, conventions and special events
- Write and edit print and electronic communications
- Provide graphic design for print and web
- Create and maintain association website
- Write and implement direct mail campaigns
- Provide branding services
- Design and procure promotional products
- Organize, publicize and conduct meetings of members
- Organize, publicize and conduct meetings of boards and committees
- Organize conferences, teleconferences, video conferences and webinars
- Conduct workshops and training sessions
- Organize and conduct conventions and special events
- Organize and conduct recognition ceremonies
- Work with association treasurer to oversee association finances
- Create and prepare realistic budgets
- Develop committee budgets
- Suggest creative ways to generate revenue
- Use proven methods to monitor and control costs
- Prepare monthly financial reports
- Coordinate with accountants for annual tax filings
- Recommend pricing policies for dues, conferences and member services
- Perform daily bookkeeping of income and expenses
- Prepare tax forms
- Provide audit support
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