Association Management
-Schedule and secure travel/logistical accommodations for board meetings (remote & in-person)
-Facilitate board report and agenda item collection/distribution
-Attend board meetings and act as secretary as needed
-Participate in strategic plan development and implementation
-Complete office support including dedicated phone, voicemail and document storage
-Provide marketing and website support
-Manage accreditation and continuing education
-Receive/process all renewal/new memberships via mail, fax or online & coordinate member communications/updates
-Proactively solicit membership renewal notices and provide all corresponding communication (confirmations, etc.)
-Implement ideas to grow membership and provide clear membership benefits to enhance membership retention
-Facilitate member benefits such as awards, scholarships, and grants
-Logistic support for webinars
-Email, phone, general office support 8:00 AM – 5:00 PM EST
-We use a variety of web-based member software
-Periodically provide requested reports (membership, financial, event)
-Issue deposit report complete with banking receipts monthly
-Periodically provide backup of database
-Electronic storage of historical/fiscal documents / maintained on a trio of servers throughout the United States
-Schedule automatic daily backup of membership database
-Perform routine maintenance of database to ensure integrity of data
-Storage of any physical items
-Transition accounting file into QuickBooks Enterprise Solutions
-Establish new bank accounts or maintain existing accounts as directed
-Manage all aspects of accounts receivable and payables
-Provide reports to Director of Finance / Treasurer on a monthly or quarterly basis (as agreed upon), including but not limited to: monthly bank and credit card reconciliation statements, budget vs. actual reports, asset balance summary, CD summary reports
-Prepare Annual Operating Budget for review and approval by Finance Committee / Support and assist the Director of Finance / Treasurer in the management of the approved budget
-Disperse scholarship and research grants as directed
-Set up a Merchant Account to manage online payments and credit card payments
-Establish American Express Account to pay expenses and create a rewards program
-Manage, Reconcile and Report all financial statements on a monthly basis
-Assist Director of Finance/ Treasurer in reviewing and implementing investment options