AvidXchange: Association Management

FEBRUARY 2, 2024

Industry: Community Association Management • Accounting System: Enumerate (formerly Topps) • Customer Since: 2018 Accounts Payable Tasks Consume Valuable Community Manager Time PMSI works with a wide variety of condo and community associations in the Southeast, providing a range of services depending on their unique needs.

Process 130

Process Association Management Georgia Florida 130

Aptify

APRIL 15, 2024

Tip: Aptify is a strategic partner with the ASAE American Society of Association Executives , and ASAE has been an Aptify customer for 25 years. Comprehensive Features: From membership management to events, finances, e-commerce, engagement scoring capabilities and more, Aptify’s 21 features out-of-the-box streamline your operations.

Software 82

Software Membership Management Class Team 82

NXUnite

DECEMBER 13, 2023

Attendees can get a closer look at cutting-edge products and services designed to streamline nonprofit operations and grow their impact, while businesses can talk directly with potential customers. Helpful Resources: We’re constantly creating educational resources for the mission-driven sector.

Software 130

Software Discount Tools Resources 130

NXUnite

NOVEMBER 28, 2023

Aligning Values and Finance: Impact investing allows businesses to align their financial resources with their values and missions, ensuring their investments have a meaningful impact on the world. Thanks to its customizability, eCardWidget empowers users to create custom eCards branded to their cause or business within seconds.

Directory 130

Directory Education Software Innovation 130

Higher Logic

FEBRUARY 8, 2018

From marketing and sales to product and client success, personas help teams to focus on understanding the needs and pain points of their prospects or customers. This means getting a firm grasp of the makeup of your customer base, your website traffic, and your competition. Harness Your Customer Data. How much do they spend?

Press Release 184

Press Release Case Study Newsletter Content 184

Reid All About it

JUNE 9, 2023

Finance & Business Operations Workshop: Finance/HR Join a conversation about steps association executives are taking to address issues related to the debt ceiling, banking crisis, looming recession concerns, and any other finance topics of interest that may be on the top of your mind in the current environment. .

Revenue 205

Revenue Content Chicago Leadership 205

AvidXchange: Association Management

JULY 17, 2020

Between managing HOA finances, maintaining properties and communicating with their association boards, management companies have a lot to juggle. Onboarding and Ongoing Support One of the most important aspects of any AP solution is customer onboarding and ongoing support.

Association Management 130

Association Management Technology Team Education 130

Membersuite

MAY 17, 2022

Many of MemberSuite’s customers, which I’ve been fortunate to work with to implement their credentialing needs in the last six years, knew the importance and value of these types of programs early on—that’s why we created a highly configurable certification management solution as part of our baseline offering.

How To 152

How To Certificate Course Revenue 152

Potomac Core

AUGUST 29, 2017

A second quarter survey conducted by the Association of Finance Professionals reflects some of these concerns. Two years ago, GCCA and United Fresh launched a Global Cold Chain Expo bringing customers together with Industries that are engaged in temperature controlled logistics.

Member Engagement 173

Member Engagement Survey Massachusetts Boston 173

Nimble AMS

DECEMBER 14, 2022

Consider adding staff executives, IT leaders, and employees who work with your members , learning program, finances , or marketing initiatives. Including a diverse group of staff will ensure you have different perspectives for your AMS impl ement ation. Are you looking for more tips to successfully implement an AMS at your association?

Software 132

Software Team Leadership Process 132

Reid All About it

JULY 21, 2023

Nonprofit Management Series: Finance and Budgeting Many professionals in the association and nonprofit space have never been fully exposed to financial statements, budgeting, and how to be a proper steward of your organization’s resources. Fri 7/21 at 4 p.m. More info/register. 1 CAE credit.

Atlanta 195

Atlanta millennials Price Technology 195

Nimble AMS

FEBRUARY 3, 2022

These tools can help you minimize busywork, grow your membership with intelligent tech, straighten up your finances and much more. Accounting: Manage finances with a specific focus on the needs of associations, such as dues. The predicted answer to a simple customer question that you could include in your AI-powered chatbot.

Tools 141

Tools Software System Library 141

.orgSource

SEPTEMBER 25, 2023

Create a personalized chatbot to interact with members, answer questions, and offer customized recommendations. To provide customized support, an AI must be configured and trained to assist in your particular project. Are there stages in the member journey where your team is understaffed and customer care is suffering?

Las Vegas 88

Las Vegas FAQ Process New York 88

Protech

AUGUST 7, 2023

Approximately 90% of credit cards issued today are tied to a Rewards program, which comes with higher rates to help pay for those customer rewards. Rewards Programs: Interchange rates partly finance the rewards and loyalty programs offered by card issuers, providing benefits to cardholders.

Cost 52

Cost Guidelines Process Price 52

Higher Logic

JUNE 26, 2019

Program outcomes can be connected to a variety of complex business objectives like customer retention, innovation, and culture change. You can check out the full report for more valuable details on how and why to strengthen your organization (and the success of your customers or members) with a community in the digital age.

Report 166

Report Case Study Resources Strategy 166

Associations Now

MARCH 24, 2017

A report from the American Institute of CPAs and Oracle shows how finance leaders are embracing a new finance model, as well as the skill sets required of their teams. These include having crossfunctional and integrated teams, digital technology expertise, and nontraditional finance skill sets.

Report 63

Report Analysis United States Team 63

.orgSource

FEBRUARY 13, 2023

Although money may be the object of concern, the triggers for loss are frequently pulled by circumstances outside the finance committee’s scope. But a slower launch, which includes time for experimentation and customer feedback, is an opportunity to discover flaws. But risk doesn’t always come with a dollar sign attached.

Strategy 88

Strategy Innovation Process Products 88

Higher Logic

FEBRUARY 13, 2018

Customer support costs. For example, a major business initiative might be to reduce customer service costs. That game goal may be the reason why you create a customer support community. In our example, the customer support community’s main KPI is customer service costs. Acquisition.

Cost 107

Cost Maine Examples Team 107

Reid All About it

DECEMBER 3, 2021

Because IT departments are isolated from the core business , Joe Peppard believes they prevent organizations from being “innovative, agile, customer-focused and digitally transformed.” Vice President of Finance and Administration – National Association of Chain Drug Stores. 86 the IT department. CAE credits. More info/register.

Revenue 195

Revenue Technology Innovation Social Media 195

Reid All About it

MAY 21, 2021

Host: ASAE Finance and Business Operations Professionals Community. By providing corporate training programs, your association can establish deeper relationships with company members and their employees, resulting in strengthened loyalty and higher member and customer retention. More info/register. Tue 5/25 at 1 p.m. CAE credits.

San Jose 369

San Jose Email Marketing Tools millennials 369

Reid All About it

JUNE 30, 2023

Navigate CES describes how your association can improve the customer journey for sponsors, exhibitors and advertisers. Hired Guns: Using Fractional C-Suite Executives Learn from three C-Suite fractional experts how fractional or part-time experts can help transform finance, IT, and cyber security within your organization. CAE credit.

Chicago 205

Chicago Newsletter Revenue Education 205

MultiBriefs

APRIL 4, 2024

They value customer service and simplistic, easy-to-understand content. How to market towards Gen X As the smallest generation, those born between 1965 through 1976 came of age during a recession, shaping their cautious approach to finances and fostering a skeptical attitude towards brands.

Strategy 52

Strategy Marketing millennials Social Media 52

Ngage Management

APRIL 5, 2023

Association Management Companies (AMCs) allow services to be customized to meet specific client goals, supporting strategic planning, membership development, communications, marketing, finance, board governance, and more. Employees are assigned to client teams and provide customized services to meet client needs. The results?

Michigan 52

Michigan Team Innovation Project 52

Associations Now

JANUARY 5, 2017

In an effort to increase funding for and lower the cost of harnessing solar power, the Solar Energy Industries Association (SEIA) is working with the Solar Energy Finance Association (SEFA) to form a new advisory council. Ultimately the hope is to help customers rely more on solar energy and reduce dependence on more harmful energy sources.

Press Release 70

Press Release Project Cost Price 70

Associations Now

JUNE 21, 2017

The ability to harness, process, and make strategic decisions with data is becoming an invaluable skill set for finance professionals and beyond. The Association for Financial Professionals’ Digital Finance Academy helps participants develop these competencies.

Analysis 65

Analysis Review Course Project 65

YourMembership

FEBRUARY 23, 2016

The report states that job openings rose in several industries over the year with the largest changes in health care, social assistance, finance and insurance. Bureau of Labor Statistics, 2015 closed with 5.6 million job openings. These are industries that generally have powerful associations for specific fields and job areas.

Social Media 170

Social Media Revenue Certificate Industry 170

Nimble AMS

MARCH 20, 2018

Last year, Salesforce spent $780 million on research and development, and their customers are already leveraging this investment with artificial intelligence (AI) and Internet of Things (oT). Make sure every customer of the AMS you select is on the same version. Lastly, take a deep-dive into the finances of your AMS provider.

Software 78

Software Association Management eBook Innovation 78

Associations Now

NOVEMBER 8, 2019

From there, the guidelines should define the level of staff support that will be offered, marketing standards, brand assets available, messaging rules, and how to handle finances. Customization vs. Configuration. When shopping for a new AMS, don't go down the customization rabbit hole without knowing the drawbacks.

Guidelines 76

Guidelines Software Cost Social Media 76

Protech

MAY 24, 2022

The Alliance Partnership Program was developed to provide the industry partner community with opportunities to align itself with ASAE and the association sector through customized marketing platforms. It also offers partners the chance to help build and maintain year-round relationships with ASAE members and nonprofit communities worldwide.

Class 52

Class Association Management Software Washington 52

MemberClicks

FEBRUARY 2, 2024

You can choose from nine professionally-designed templates to create a customized website for your association or easily integrate your existing website with your new database. Kari Schoonover, a long-time employee of the chapter, especially highlighted the quality of MemberClicks customer support and the onboarding experience.

Membership Management 52

Membership Management Software Directory Revenue 52

Reid All About it

MARCH 1, 2024

custom LLMs—how to explore, implementation, etc.; All these activities can present legal compliance challenges relating to IRS requirements, campaign finance and lobbying rules and employment laws. . – Generative AI and Analytics, Part 2 (Data Analytics Network) Explore generative AI and analytics. 1 CAE credit. More info/register.

Education 256

Education New Hampshire Tips Technology 256

Nimble AMS

DECEMBER 7, 2020

So, I sat down with Susan to ask her a few questions: Q: Susan, I know you bring more than 25 years of leadership experience in CRM technology, customer success, data sciences, and service delivery to your role at Community Brands and Nimble AMS. Also, I have a degree in Business Administration and Finance from George Mason University.

Team 78

Team Products Member Experience System 78

Nimble AMS

FEBRUARY 10, 2022

Dave Domagala, Director of Customer Support . To see our ideas in each customer’s org is truly rewarding. Our customers are the most amazing and collaborative people I have ever worked with. I am a high-level user experience graphic designer who focuses on the interaction of customers on product design.

Boston 135

Boston Products Team Class 135

Associations Now

JULY 5, 2017

A new association called UK Finance is the result of the merger of six separate organizations, including the British Bankers’ Association. On Monday a new trade group, UK Finance, opened its doors, representing a sizable merger in the country’s association sector. reported.

Boston 45

Boston Cost System Report 45

Associations Now

JANUARY 28, 2020

You’ll find a wealth of information about your customers through your email, social media, and website data.”. It’s very effective for merchants to retarget with personalized ads based on the customers’ previous site visits,” Varaklic said. The best thing you can do is step back and take a look at your analytics data,” Griffin writes.

Strategy 69

Strategy Social Media Price Tools 69

Associations Now

JANUARY 27, 2020

they have stopped advertising on Facebook over the past year were from business-to-business companies, which often can find customers more reliably on LinkedIn or through other marketing channels,” writes Inc. ’s As a result, these organizations have shifted their marketing efforts to other platforms. Several of the executives who told Inc.

Social Media 93

Social Media Cost Price Content 93

Reid All About it

NOVEMBER 19, 2021

Staying on the revenue theme, Dan Kowitz and Bruce Rosenthal of Partnership Professionals Network explain how the Academy of Medical-Surgical Nurses changed from tired old platinum/gold/silver conference sponsorship packages to a sponsorship program offering yearlong, customized Premier Partnerships. AMS vs MMS. More info/register.

Revenue 195

Revenue Technology Conference Education 195