What is Association Management?

Association management companies ("AMC"s) provide operational support for small membership organizations – typically with an all volunteer board with no full-time staff. AMCs manage the day-to-day operations of the organization under the oversight of the board.

When it's done well, it's a seamless service. Members call or email the organization and they have no idea they're speaking to a third party. The AMC's staff know the organization and its members and build a personal bond with them. The events get organized, the revenue gets collected and the bills get paid. The board can focus on governing with the full confidence that the front stage and the back stage are running efficiently.

Typically association management services cover some or all of these areas:

  1. Member Services
  2. Financial
  3. Event Management
  4. Technology Services
  5. Leadership Support
  6. Back Office
  7. Sponsor Management
  8. Advisory Services

Operations Support for Associations

  • Member Communication & Support
  • Member Service Delivery
  • Contact Management, Payment Tracking
  • Member Attraction and Retention
  • Website updates and maintenance
  • Web Design, Development, Hosting
  • Member database customization
  • Board Member Training & Transition
  • Strategic Planning- Planning & Facilitation
  • Leadership Training and Coaching
  • Governance Support
  • Manage existing sponsor privileges
  • Sponsor attraction and retention
  • Financial Reporting
  • Bookkeeping, A/R and A/P
  • Tax Filings, HST
  • CFO Services
  • Venue booking and logistics
  • Conference Materials
  • Registration & Payment
  • Onsite management
  • Telephone with live reception
  • Physical address
  • Storage
  • On-demand Advice and Support
  • Member Attraction and Retention Strategy
  • Sponsor Attraction and Retention Strategy
  • Board Management & Productivity
  • Finance & Risk Management

Zzeem Services for Membership Organizations

Operations Support

Short on in-house resources? We can build you a custom back office and staff it for you. You choose the services that you need, and we’ll provide them at an affordable, fixed monthly price.

Our web-based ZIPrS Document Management System provides a secure method of accessing, storing and updating all your important documents. Whatever their location, everyone in your organization and ours can have immediate access, where authorized, to all the latest versions of your documents and resources.
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Member Services

We treat your members as if they’re our own. Our experienced team is both relationship and sytems-oriented, which makes us professional, friendly and efficient. Our approach reflects your high standards, so that your members always feel valued and supported, however busy you are.

Our services include:

  • Delivering Services to Members
  • Recording New Memberships, Renewals and Payments
  • Management of all Forms of Communication with Members
  • Managing Member Retention and Attraction and Executing Marketing Campaigns

We support our team with strong web-based software, which we share with you. The Zzeem Membership Database (ZMDb) keeps your membership list up to date, and is accessible from anywhere with an internet connection.

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Financial Services

Our expert staff includes chartered accountants and bookkeepers. We understand the special needs of both not-for-profit entities and corporate entities that function as not-for-profit organizations. Here’s a list of the kind of financial services we can offer you:

  • Monthly Bookkeeping, Bank reconciliations, A/R, A/P
  • Monthly Cashflow Report and Budget Updates
  • Quarterly Financial Statements
  • Annual Tax Returns and HST Filings
  • Management of Banking Services
  • Set-up and management of online payment systems
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Event Management

Industry and professional events are an important way for membership organizations to keep in touch with their subscribers, support continued professional development and demonstrate thought leadership. But not everyone has the time to organize these events. Zzeem specializes in well-run conferences, workshops and seminars to showcase member organizations. Depending on your needs, we can:

  • Market, Communicate and Track Payment for Events
  • Plan and Produce Webinars
  • Design and Produce Event Materials
  • Manage and Support Speakers
  • Handle Event and Venue Logistics
  • Provide onsite registration and trouble-shooting
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Technology Services

Our knowledge of technology runs deep. If you don’t have the in-house expertise, Zzeem can build you a website or customize and configure software for you. Zzeem’s membership database, document management and accounting software is included with our operational support packages at no extra charge. We can also manage other technology service providers on your behalf. You can use our platform, or stay with the providers you already have and delegate the management to us. Here’s a list of the types of technology services we provide:

  • Domain Administration
  • Website Design, Development and Hosting
  • Webmaster Services
  • Email Administration
  • Online payment for Member Dues and Events
  • Unlimited Access to ZIPrS Online Document Management System
  • Unlimited Access to ZMDb Online Membership Management System
  • Accounting System Customization and Configuration
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Leadership Support

An intelligent, dynamic and efficient board is critical to the success of your membership organization. But, given the scale of your executive responsibilities, it can’t always be the focus of your attention. Zzeem has considerable experience helping board members and executive teams discover the powerful ingredients that drive successful membership organizations.

  • Board Member Training & Transition
  • Leadership Training and Coaching
  • Strategic Planning- Planning & Facilitation
  • Governance Support

"I wasn't aware of that!... The Importance of Training Your Board Members"

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Back Office

If you don’t have bricks and mortar Zzeem can provide everything from a mailing address to full service telephone system with live reception.

  • Telephone with live reception
  • Physical address
  • Storage
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Sponsorship Management

Zzeem can help you find ways to leverage your sponsor partnerships. We can assess the image you project to potential sponsors, strengthen existing sponsor relationships and show you how to seek out valuable new sponsorship opportunities. Using our deep knowledge and experience of sponsor dynamics, we can help you navigate a clear path to increased sponsor value.
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Maximize Sponsorship

Advisory Services

As part of the customized operational support packages we create for our clients, we also provide on-demand advice and support. We’re here to respond to the questions that are bound to arise as you build your successful service organization. Depending on the management or service package you’ve contracted, we can help with additional questions about finance and risk management, member and sponsor recruitment and retention, as well as board-related coaching. All you need to do is ask.

If you need help with projects, our expert consultants can help you with a wide range of project-specific services.

  • On-demand Advice and Support
  • Member Attraction and Retention Strategy
  • Sponsor Attraction and Retention Strategy
  • Board Management & Productivity
  • Finance & Risk Management

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