AvidXchange: Association Management

MAY 27, 2020

With many of their teams now working remotely, association management companies and community associations are at increased risk for data breaches and check fraud that can erode trust and lead to financial loss. The payment process is controlled from start to finish.

Guidelines 130

Guidelines System Process Team 130

Ungrated

DECEMBER 12, 2023

Freddie Mac and Fannie Mae began developing—and released temporary guidelines —after the Champlain Towers South condominium collapse in June 2021. Freddie Mac will allow board members, community managers, and business partners to inquire about the status of a building. Today’s news is a step in the right direction.

Guidelines 75

Guidelines Project America System 75

AvidXchange: Association Management

APRIL 20, 2021

Association boards have even discovered that homeowners are more likely to join HOA meetings when they can do so from the comfort of their homes. Holding revenue generating programs and community events with social distancing guidelines was cited by 23 percent. Another big challenge? The survey data reflects those sentiments.

Industry 130

Industry Survey Software Technology 130

Nimble AMS

SEPTEMBER 18, 2019

Here’s an overview of what it is and why your AMS should follow the code coverage guidelines set forth by Salesforce, the leader in customer relationship management. When you think about your association management software (AMS) , you likely think about how it helps in the day-to-day activities of managing memberships.

Association Management 60

Association Management Software Guidelines Team 60

Spark Consulting

JANUARY 14, 2019

There are some good guidelines, which we’ll go over in a minute, but really, you have to test different options and, more importantly, PAY ATTENTION to what happens. You need to allow 3-4 weeks for a mailed notice to arrive, be read, be responded to, and for the check that member mailed back to you to be received and processed.

Guidelines 284

Guidelines Class Communications Process 284

Multiview

NOVEMBER 17, 2022

Associations need to create demand for their events, advocacy, and news. Within your association management system, you should already have key data points – information – on your members and prospects. Consider these guidelines during that planning process:

Content 52

Content Marketing Strategy Guidelines 52

Achurch

JUNE 21, 2023

Champions help staff get set up with the tool and help teams develop new templates and processes. Develop guidelines and ground rules For complex tools, like an association management system (AMS), ask the group of departmental representatives who developed requirements, reviewed RFPs, and made the selection to stay together.

Tools 83

Tools Tips Guidelines Project 83

Membersuite

MARCH 19, 2021

Membership Software, Association Management System, Association Management Software – regardless of how you refer to it, let’s face it – the pain is real. Thanks to the association professionals who have taken our AMS change quiz , we’ve identified the three top AMS pain points—and provide solutions below.

System 106

System Software Process LMS 106

Ungrated

APRIL 1, 2021

At Sienna Associations in Missouri City, Texas , many former in-person processes will stay online, including handing out ID cards for the fitness center, modification requests, and the option for committee members to join virtual meetings when needed. . “The

Minneapolis 105

Minneapolis Missouri Texas Guidelines 105

.orgSource

MAY 23, 2023

Conflict of interest, investment, reimbursement, spending, whistleblower, and other guidelines for financial oversight should be easily available. Members join an association board because they want to make a difference for their profession and society. Your strategic plan and your budget are key components in this process.

Committee 167

Committee Review Guidelines Report 167

Membersuite

JULY 16, 2021

Every association management software (AMS) company loves to demonstrate how their AMS meets an association’s requirements. The association staff on the project team care about these functions and features, but most of their co-workers only care about one thing: reports. Is it data that will be useful to others?

Report 175

Report How To Committee System 175

Reid All About it

AUGUST 25, 2023

How to Create an AI Usage Policy AMA Join this discussion on approaches to consider as you develop your AI guidelines and policies. Host: Association Women Technology Champions Speaker: Juan Sanchez, Chief Information Officer, Inteleos Fri 8/25 at 1 p.m. Fri 8/25 at 12:30 p.m. – More info/register. More info/register. 1 CAE credit.

millennials 370

millennials Survey Team Education 370

Reid All About it

AUGUST 18, 2023

Learn about marketing AI tools you can begin using right now to optimize your marketing strategy, how to embark upon easy marketing AI experiments, and use marketing AI to enhance your processes and make workflows less time consuming. 1 CAE credit. More info/register. Host: UST Education Speaker: Erica Salm Rench, MBA, COO, Rasa.io

Certificate 195

Certificate Education Revenue Marketing 195

Aptify

FEBRUARY 22, 2023

Keeping your organization’s data safe and complying with data privacy laws and guidelines are big challenges when your data is scattered in multiple systems. Aptify also allows you to use reCAPTCHA for payment processing validation. Consider using this breach notification plan as a guideline for your organization’s plan. 6.

Tips 72

Tips Software Membership Management Guidelines 72

Reid All About it

APRIL 30, 2021

In this facilitated discussion, panelists will share success stories and lessons learned from their strategic planning processes, including how they’ve used diverse sources to understand current and future member needs, define organizational goals, and develop scenarios to level-up their strategic planning. 1 CMP credit. More info/register.

Education 354

Education Technology Strategy Revenue 354

MemberClicks

AUGUST 16, 2023

Here, we’ll delve into the intricacies of obtaining 501(c)(6) status, from understanding its definition to the step-by-step process of attaining this special status. By understanding the nuances of 501(c)(6) status and following the outlined steps, your organization can navigate the process of obtaining this special designation.

Raleigh 52

Raleigh How To North Carolina Recruiting 52

Reid All About it

JUNE 11, 2021

But, fear not, Event Farm crunched the numbers and came up with guidelines on how much your 2021 event budget might increase for each line item. Rene Shonerd at Cimatri shares a cheat sheet for making data work for your association. . Should planners incorporate any new steps or change anything in their current contracting processes?

Certificate 322

Certificate Technology Communications Revenue 322

Delcor

APRIL 10, 2020

Staff store files and information according to consistent guidelines. This group’s charter will be to gather input from colleagues and draft the standards and guidelines for staff to follow when they communicate and collaborate. Ready for DelCor to help facilitate the process for you? File Storage Standards.

How To 64

How To Guidelines Email Marketing Team 64

Eric Lanke

DECEMBER 31, 2018

It was inspired by the take-down of strategic planning in Humanize , and in it I pledge to stop using that term to describe the messy, constantly evolving process my association uses to determine our direction and set our objectives.

Guidelines 100

Guidelines Course Team System 100

Spark Consulting

SEPTEMBER 24, 2015

In 18+ years in association management, I’ve been on both sides of the Request For Proposal process more times than I can count. My very first Big Task at my very first association Real Job way back in 1997 was to complete an association management software system selection. You love bullet points?

Proposal 150

Proposal Project Discount Process 150

Eric Lanke

JANUARY 1, 2018

It was inspired by the take-down of strategic planning in Humanize , and in it I pledge to stop using that term to describe the messy, constantly evolving process my association uses to determine our direction and set our objectives.

Guidelines 100

Guidelines Course Team Process 100

MemberClicks

MARCH 21, 2023

The Chair is responsible for presiding over meetings and managing the board’s process. Ensure that you have the right tools to simplify board reporting and organizational transparency like MemberClicks’ association management software. Looking for more support?

Committee 52

Committee Recruiting Recruitment Guidelines 52

NXUnite

DECEMBER 13, 2023

The platform offers tools for agenda creation, document sharing, board member engagement, and secure communication, all aimed at enhancing governance processes. ClubExpress ClubExpress firmly believes that community organizations are integral to society and seeks to take the drudgery out of running a club or association.

Software 130

Software Discount Tools Resources 130

Eric Lanke

DECEMBER 26, 2016

It was inspired by the take-down of strategic planning in Humanize , and in it I pledge to stop using that term to describe the messy, constantly evolving process my association uses to determine our direction and set our objectives.

Guidelines 100

Guidelines Team Process Video 100

MemberClicks

DECEMBER 19, 2023

Follow accessibility guidelines. A/B testing is the process of creating two different versions of your website and comparing them to determine which more effectively meets your goals. Payment Processing : Supports major payment gateways like PayPal and Square. Integrated Software : Combines CMS with association management tools.

Directory 52

Directory Discount Software Tools 52

Reid All About it

OCTOBER 9, 2020

Learn a step-by-step process and key considerations for choosing new technology that includes all of the appropriate internal and external stakeholders. Grow & Retain Members: Customize Your Joining Process. Discover the possibilities of customization and enhancement to your joining process. Host: Constellation R.

Utah 370

Utah LMS Conference Technology 370

Eric Lanke

DECEMBER 31, 2012

Stop Calling It Strategic Planning Inspired by the take-down of strategic planning in Humanize , I pledge to stop using that term to describe the messy, constantly evolving process my association uses to determine our direction and set our objectives.

Guidelines 100

Guidelines Review Innovation Process 100

Eric Lanke

APRIL 7, 2014

They include: Stop Calling It Strategic Planning Inspired by a take-down of strategic planning in Humanize , I pledge to stop using that term to describe the messy, constantly evolving process my association uses to determine our direction and set our objectives.

Guidelines 100

Guidelines Leadership Review System 100

Reid All About it

OCTOBER 15, 2021

Your registration process is unnecessarily cumbersome. Hear case studies about associations that have completely transformed their member journeys, and their organizations. Hear predictions of advances in technologies that might not even be on our radar screens but may play a role in the future of association management.

Revenue 195

Revenue Committee Strategy Technology 195

Fonteva

FEBRUARY 9, 2021

With most of your interactions confined to the digital space, a management system with highly capable email and communication tools is key. Event planning and management. As mentioned briefly before, finding an association management solution with event planning capabilities is key.

Member Engagement 98

Member Engagement Tips Recruiting Recruitment 98

Forj

MARCH 12, 2021

In part one of this series, I shared five things you ought to know about Salesforce for association management. That article explained the multiple benefits of choosing Salesforce as a foundation for managing the many aspects of the relationship you have with your members. What the Future Holds for the Legacy AMS.

Association Management 91

Association Management Software System Learning Management System 91

Reid All About it

DECEMBER 11, 2020

Host: ASAE Component Relations and Volunteer Management Section Council. Recent attention to guidelines for board behavior is driven by two circumstances—new challenges for governance in the virtual environment, and heightened sensitivity to issues of diversity and inclusion. Tue 12/15 at 12 p.m. Wed 12/16 at 12 p.m. Host: GrowthZone.

Project 370

Project Education Software Review 370

MemberClicks

MAY 17, 2022

From managing your members to creating valuable events and educational experiences for them, your organization has grown with the help of your small staff. An AMS, or association management system , might just be the tool you need to maximize your use of technology to save your staff members time and provide more value for your members.

System 52

System Association Management Directory Software 52

Reid All About it

JULY 24, 2020

Quick hits before we get to the list of this week’s free education: 10 basic guidelines to minimize PDF usability problems. Learn how to identify the racist policies, bylaws and practices at your association that passively and actively allow inequities to continue. Host: Association Success. Wen, Washington Post ).

Montana 259

Montana Revenue Case Study Conference 259

Association Adviser

JUNE 29, 2016

We’re also trying to get all members—not just the younger ones—adopt computerization and advanced productivity techniques in the construction process. The management of that process–getting all those people up to speed so they are effective right from the beginning of their term–is quite an art form.

Georgia 106

Georgia Louisiana Jacksonville America 106

Fonteva

JANUARY 20, 2022

Workplace safety guidelines can differ drastically depending on if your members work in offices or construction sites. What’s more likely to help you remember the steps in a process: reading them on a page or dragging-and-dropping them to sort them in the correct order? Take OSHA compliance, for example. The second one.

Course 52

Course Tips Content Guidelines 52

Reid All About it

MARCH 9, 2018

Learn how to best navigate this space and hear tips for developing speaker contracts, guidelines for streaming music and insights into the nuances of medical digital events. Presenter: Terrance Barkan, CAE, international association management consultant. 1 CMP credit. More info/register. Host: PCMA. 1 CAE credit. 1 CAE credit.

DC 120

DC millennials North Carolina Washington 120