Available from Update Management, Inc.
Listed below are the services Update Management, Inc. can perform for your association.
GENERAL OFFICE SERVICES
COMMUNICATION SERVICES
FINANCIAL SERVICES
ASSOCIATION MANAGEMENT
GENERAL OFFICE SERVICES
Office Environment
Quality office equipment
Professional office environment
Meeting space for clients
Telephone, Fax and Electronic Services
Professional answering of incoming calls
24 hour voice messaging
24 hour FAX capability
Fulfilling potential membership inquiry reports
Receive & distribute electronic mail
Internet web page monitoring
Mailing Services
Processing of all incoming mail
Labeling and mailing of publications
Processing of all outgoing mail
Clerical and Secretarial Services
Receptionist
Photocopying services
Activity and event registration
Ability to answer general association questions
Respond to new membership inquiries
Word processing & data entry
Filing
COMMUNICATION SERVICES
Publication Design
Newsletters
Membership directories
Conference brochures and promotional pieces
Membership brochures and supporting pieces
Education promotional pieces
Special event publications
Stationery and envelopes
Logo design
Fliers
Production
Advertising design
Typeface matching
Color trapping
Graphic illustrations
Scanning
Optical character recognition
Copy writing
Typesetting
File conversion
Design production and printer coordination
Keeping within budget
Newsletters
Establish timelines
Collect and edit articles
Soliciting and organizing advertising
Data entry
Proofing
Work with committee on design and content
FINANCIAL SERVICES
General Financial Services
Accounts payable
Coordinate with tax accountant on tax filings
Preparation of form 1099 MISC
Dues & Other Revenues
Invoicing and statements
Accounts receivable tracking
Financial recording to database
Checks and balance system
Banking
Account management
Deposits
Reconciliation
Financial Reporting
Chart of account maintenance
Statement of financial position report
Production of monthly profit and loss statement
Production of comparison profit and loss statements
Current vs. previous year profit and loss
Development of budget reports
Monthly transaction journals
Special reports as needed
ASSOCIATION MANAGEMENT
General Management
Liaison to board of directors and committees
Prompt response to inquiries
Proper handling of correspondence
Liaison with national offices
Promote member benefits
Committee Meetings
Assist in organizing and scheduling meetings
Provide new ideas, history, budget information, limitations, audience, etc.
Record minutes of meetings
Research
Financial
Review and costing of accounts payable
Arrange for signing of checks
Review reports
Assist in development of annual budget
Oversee dues and other revenue billings
Event budgeting
Board of Directors Meetings
Site coordination
Help plan & prepare agendas
Record minutes
Financials
Preparation of packets
Reports as necessary
Plan board retreat
Member & Nonmember Database Management
Database design
Membership records are kept current
Provide membership reports
Meeting Planning/Conventions/Trade Shows
Site coordination and selection
Contract negotiation
Budget development
Develop promotional pieces
Establish timelines
Coordinate mailings
Event database and registration management
Help in development of topics and speakers
Arrange for speakers, fees
Coordinate signage
Provide attendee packets, name badges, etc.
Provide meeting attendance reports
On-site coordination
Obtain certification approval
Develop evaluation forms/Summarize results
Sell exhibit space
Coordinate with show manager when applicable
Develop and coordinate social activities
Arrange for spouse and children programs
Coordinate lodging arrangements
Coordinate travel arrangements
Special Projects and Events
Coordinate golf tournaments
Coordinate holiday parties
Implement awards programs
Implement certification programs
Conduct surveys
Develop and implement membership recruitment drives
Administer elections
Seminars and Education
Site coordination
Contract negotiation
Develop promotional pieces
Coordinate mailings
Develop timelines
Event database and registration management
Help develop topics and speakers
Arrange for speakers and fees
Coordinate signage
Provide name badges, materials
Provide meeting attendance reports
Provide on-site coordination
Obtain certification approval
Provide records to national offices
Provide evaluations and then summarize them
Member Benefit Programs
Research and implement new benefit programs
Cellular phone program
Insurance program
Directories/Rosters
Determine information to be provided
Work with committee on design
Gather data
Sell advertising
Proofing