Associations Now

APRIL 23, 2019

The most famous PDF in the world—the long-awaited Mueller report—had critical technical flaws, according to the PDF Association, which used the opportunity to highlight best practices for the PDF format. A lot of associations probably had interesting takes on the release of the Mueller report [PDF] last week.

Report 84

Report New York Software Analysis 84

AvidXchange: Association Management

OCTOBER 13, 2023

To keep pace and meet homeowner expectations, community association management companies are adopting digital platforms to manage communications, documents and financial transactions.  Digital platforms provide a convenient avenue for addressing homeowner concerns, disseminating information and collecting feedback.

Association Management 264

Association Management Industry Cost Recruiting 264

Delcor

SEPTEMBER 16, 2019

One of the most befuddling concepts for new users of association management systems (AMS)—and customer relationship management (CRM) software too—is query vs. report. What’s the difference between AMS queries and AMS reports? AMS queries vs. AMS reports: what’s the difference? When should you use an AMS report?

San Antonio 77

San Antonio Report Boston New York 77

Achieve

JANUARY 12, 2022

Very few people enter the nonprofit sector to put together financial reports. Their financial habits, like accurately reporting on their earnings and expenses, are a crucial part of attaining that success. . Nonprofits, however, develop a slightly different set of financial reports and statements than for-profit organizations do.

Report 59

Report Revenue Team Cost 59

Blue Sky eLearn

MAY 16, 2019

” — Include a guide to finding important files, resources, and anything else that’s documented here in the binder. Some important reports that come to the top of my head include: Revenue reports. Some important reports that come to the top of my head include: Revenue reports. Other Documentation.

Tips 211

Tips FAQ Education Sample 211

Reid All About it

FEBRUARY 23, 2024

Learn about potential hidden fees and how to circumvent the unexpected, creative cost savings measures to impact your bottom-line, and a Cost Savings Report to communicate these savings to your stakeholders in an impactful way. These documents have varying legal requirements and best practices for retention. 1 CMP credit.

DC 261

DC Washington Member Engagement Innovation 261

.orgSource

MAY 23, 2023

Reading a report about the bells and whistles in the new website is a lot more interesting to most of us than combing through columns of figures in the audit or IRS form 990. So how do you make the financial report a bingeable presentation? This includes the laws relating to financial reporting and fundraising. Online courses.

Committee 167

Committee Review Guidelines Report 167

Nimble AMS

JULY 15, 2022

It might be time to revisit this crucial organizational document. According to the Community Brands 2022 Association Trends Study, 49% of individuals reported their top member benefit was their organization’s Code of Ethics. . Within the industry, the Code of Ethics document guides members, acting as a “watchdog” for the profession.

Committee 123

Committee Recruiting Recruitment Social Media 123

Associations Now

JULY 2, 2019

A new report from the consultancy Cause Effective notes that the fundraising field poses persistent challenges for people of color. While the report noted that donors of color are increasing in prominence, fundraising professionals of color face significant challenges making an impact, in part because they often are perceived as outsiders.

Report 76

Report New York Survey Resources 76

Aaron Wolowiec

JANUARY 5, 2016

Post-event fulfillment reports consistently rank at the top of sponsor lists in terms of the most valuable services provided by conference hosts. According to the 2012 IEG/Performance Research Sponsorship Decision-Makers Survey , fulfillment reports tied audience research as the most important service provided by conference hosts.

Report 100

Report Sample Content Conference 100

Achurch

MARCH 8, 2024

heads down until 3pm to finish client report) and check your colleague’s status before contacting them to show them the same courtesy. By doing this, you get the majority of your notifications in Slack and can still collaborate on documents via Teams. Silence notifications when you need to concentrate on deep work.

Communications 64

Communications Guidelines Project Tools 64

Ungrated

SEPTEMBER 12, 2023

Building inspection reports, insurance requirements, and pending litigation also come into play. >>Read Additionally, the reserve study must meet or exceed requirements set forth in any applicable state statutes. >>Read more about the new lending requirements on CAI’s Advocacy blog.

Guidelines 81

Guidelines Project Proposal Analysis 81

Membersuite

JULY 6, 2022

Document and prioritize your requirements—what the software has to do—including integrations and reports. 4: Document Complex Workflows and Integrations. Stakeholder input is especially valuable for reviewing and documenting processes, reports, and integrations. 8: Select Two Finalists.

Proposal 158

Proposal Software Cost Project 158

Association Alert

AUGUST 29, 2023

2023 WL 4144757, Not Reported in N.W.Rptr (Michigan, 2023) What you need to know: A new construction project (street lights) can be a general and recurring expense and therefore fall under the annual budget. The key to determining whether something is or is not potentially part of the budget is what is provided in the association documents.

Project 118

Project Michigan Report 118

Associations Now

NOVEMBER 19, 2018

While some worried that association health plans would hurt ACA markets and consumers, a review of documents for several new or expanded AHPs by Modern Healthcare found that they offer a range of deductibles and cover each of the essential health benefits.

Report 55

Report Review Cost Marketing 55

Associations Now

JULY 8, 2014

A report from E&E Publishing highlights more than $700,000 in outside travel spending for Energy Department employees since April 2011—totaling more than 300 trips, some of them with price tags topping $5,000. The report credits the board for reducing costs by using its own facilities for most events.

Las Vegas 40

Las Vegas Conference Cost Report 40

Association Alert

MARCH 31, 2023

What you need to know: A Declaration can be amended to allow certain units to exit an association provided the governing documents and relevant statutes are followed, but obtaining an attorney opinion first will likely help you if the matter goes to court. YES, provided the law and governing documents are followed.

Washington 62

Washington Proposal Review Communications 62

Association Alert

SEPTEMBER 5, 2023

The CTA requires small corporations, limited liability companies, and companies created by filing a document with the State (“Reporting Company”) to disclose information about their beneficial owners. What Kind of Information Must be Reported? Reporting Company. So how does this relate to my Association? Beneficial Owner.

Wisconsin 118

Wisconsin United States Report System 118

Association Leaders

JULY 9, 2019

If a goal is falling behind its scheduled deadline, that should be reported and discussed. If changes are appropriate, they should be made and documented. Second to make sure the task is being addressed and an appropriate status report will be given at the next meeting. At each meeting (committee, board, staff, etc.)

Guidelines 220

Guidelines Leadership Committee Report 220

Higher Logic

SEPTEMBER 13, 2017

Since everyone can have access to the same discussions, documents and resource library, online communities give each team member the space to do what they do best while remaining mindful of what the other members are doing. Document sharing. Help Collaboration Thrive.

Team 289

Team Guidelines Project Library 289

Higher Logic

JULY 14, 2016

Shared value is the name of the game in The Community Roundtable’s State of Community Management Report 2016 (SOCM 2016). Best-in-Class communities are also far more likely to document a shared value among everyone involved in the community. Value for all.

Report 120

Report Class eBook Survey 120

NXUnite

MARCH 25, 2024

How to create a nonprofit chart of accounts Best practices for maintaining your chart As a nonprofit leader, you know that accurate financial records and reporting are crucial to maintaining your 501(c)(3) status. Once you’ve determined how you’ll categorize financial data, it’s time to set up the document!

Revenue 130

Revenue Directory Examples System 130

Aptify

AUGUST 17, 2023

During product demos and trials, take the time needed to make sure the system has an interface that’s easy to navigate. TIP: Aptify by Community Brands makes it easy to run reports, create dashboards, and manage member data so your staff doesn’t need IT assistance just to manage processes and access the data they need each day.

Software 138

Software Association Management How To System 138

Association Analytics

MARCH 1, 2023

How can you set up better collaboration and document sharing? Which reports are necessary and which ones are outdated? How can you streamline reporting into one dashboard? Invest now and you’ll save your team time and effort in the long run A few questions to consider include: Where can you automate processes?

Revenue 320

Revenue How To Products Price 320

Higher Logic

JUNE 5, 2020

Every year, The Community Roundtable releases the State of Community Management Report. 2020's report, The State of Community Management: Changing the Way the World Works , highlights three big themes: Advanced communities create generative value. We pulled out 28 stats from this year's report that illuminate big community topics.

Analysis 272

Analysis Cost eBook Report 272

Nimble AMS

MAY 18, 2023

S ome of America’s leading businesses like New York Life, Bank of America, Voya , Philips, Target, and CVS are leveraging Person Accounts to revolutionize reporting. If not, it’s time to discover how Person Accounts can empower your member-based organization.

America 135

America New York Member Experience Cost 135

Forj

MARCH 22, 2021

Providing continuing medical education also means reporting about it to various stakeholders— from the Accreditation Council for Continuing Medical Education (ACCME) to the individual medical boards your association’s members report to. Thursday, April 22 | 11:30 AM CT.

LMS 91

LMS Learning Management System System Education 91

Association Alert

DECEMBER 6, 2023

Minutes and records of action; condominium documents. The documents and information described under s. Now what is required to be maintained and produced to unit owners is set forth in 703.20 Below is a summary of those lists: 703.20(1)

Wisconsin 62

Wisconsin Cost Certificate Committee 62

WBT Systems

OCTOBER 3, 2017

This recently released report, based on a survey of more than 200 associations, describes how trade and professional associations are using technology to enable and enhance learning. You can listen to Jeff Cobb and Celisa Steele, co-founders of Tagoras, discuss highlights of the report on episode 99 of their Leading Learning podcast.

Mooc 192

Mooc LMS Sample Survey 192

HOA Strategies

APRIL 17, 2024

Some community governing documents have required committees, but for the most part, committees are created based on interest or need. The ACC’s goal is to ensure architectural standards set forth in the governing documents are upheld within the community. It can be tedious (but when isn’t bureaucratic paperwork tedious?),

Utah 52

Utah Committee Review Examples 52

Nimble AMS

APRIL 19, 2023

Send impact reports. Provide a one-sheet document on the impact of your members’ volunteer work and thank each volunteer. Ensure you share the document with your entire organization, to recognize your volunteers. Allow them to share their favorite memories and provide a thank-you gift. Offer volunteer perks.

United States 110

United States Recruiting Recruitment Discount 110

HOA Strategies

NOVEMBER 15, 2023

The community is controlled by a series of documents that were created when the corporation was initially formed. These documents are collectively called the Governing Documents. Your community’s governing documents should specify the number of board seats available for your board.

Utah 52

Utah Committee Guidelines Strategy 52

GrowthZone

SEPTEMBER 10, 2021

REPORTING & ANALYTICS. Grant the ability to run quick reports and customize report preferences – which provides data to maximize member relationships and drive revenue. DOCUMENT MANAGEMENT. Cloud-based document storage keeps information accessible and easily retrievable. STREAMLINED WORKFLOW.

Products 78

Products Software Association Software Project 78

Nimble AMS

NOVEMBER 25, 2022

Board reports summarize your association’s efforts , giv ing your board of directors necessary information without being too time-consuming. When writing these reports, your association management software (AMS) can provide valuable information to make the reporting even easier and more insightful. . Committee work .

Software 127

Software Association Management Proposal Committee 127

Virginia Condo & HOA Law Blog

OCTOBER 14, 2023

Building inspection reports and pending litigation also come into play. We recommend that you notify the unit owner and the purchaser when a request for a completed questionnaire is received from a lender, and obtain written approval to provide the requested information.

Florida 105

Florida Project Guidelines Report 105

Nimble AMS

AUGUST 26, 2022

The Community Brands 2022 Association Trends Study reports that 90% of association professionals seek to enhance engagement opportunities for their members. Persons Accounts streamlines reporting so you can optimize engagement and confirm which members spoke at an event or purchased a sponsorship.

Member Engagement 129

Member Engagement Member Experience LMS Software 129

Spark Consulting

MARCH 3, 2023

The issues this particular Charrette community chose: Trust, within the context of the well-documented loss of trust in institutions and expertise, and how that might impact associations Community and belonging, and associations’ role (or not!) The post Ask Better Questions appeared first on Spark Consulting.

Industry 195

Industry Project Innovation Report 195