—6 Tips to save time and money Association management companies (“AMC”s) provide operational support for small membership organizations– typically with an all volunteer board, no office and no full-time staff. These firms manage the day-to-day operations of the organization on behalf of the board. When it’s done well, it’s a seamless service. Members call or…
A lot of smart people hate numbers. They have a vision, they know what they need to do, but for them, preparing the annual budget is a tedious formality and a low value exercise. The annual budget exercise is the life blood of association sustainability. A good budget is creative, intelligent and practical. It’s the…
I was talking to one of my favourite clients the other day and he raised this question. It’s always puzzled me, too, but until he pointed it out I never thought to try and explain it. So I went back to my old friend, General Henry M. Robert. Roberts Rules dictates that the “auditor’s report”…
Fall is a busy season for membership organizations and many of our clients are preparing for their annual general meeting (“AGM”). The three key functions of the AGM are: To allow the board to meet its legal obligation to report to the membership annually To elect directors and officers To vote on any changes to…
One of our clients recently asked this question: “At our last AGM one of our members took the floor and refused to relinquish it. He dominated the meeting for 30 minutes asking a series of questions and adding gratuitous commentary after each answer was provided by the board. How can we avoid this next year?”…