Smith Moore & Associates
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Services

The following professional services are offered by Smith Moore & Associates:

Strategic Management:
  • In concert with the Board and members, implement goals of the organization
  • Identify and develop business opportunities
  • Ensure long-range financial stability and increased revenues
  • Conduct annual planning sessions
  • Implement adopted annual plans
  • Conduct membership surveys and environmental scans

Administration:
  • Provide all day-to-day association management administrative functions
  • Board relations
  • Board meeting planning
  • Minute taking
  • Board materials – development and distribution
  • Committee support
  • Annual budget development
  • Bookkeeping
  • Generate and disseminate financial reports
  • Complete audits and tax filings
  • Dedicated phone lines
  • Ensure compliance with bylaws, policies and procedures
  • Develop any necessary operating documents

Programs, Products and Services:
  • Ensure maintenance of all programs and member services
  • Initiate and manage group benefit programs
  • Coordinate and manage educational offerings/events

Legislative Advocacy:
  • Work in concert with contract legislative advocates and Legislative Committees
  • Act as a liaison with membership to secure input on pending legislation
  • Launch grassroots efforts on pending bills and related regulations
  • Update website to reflect status of all legislation
  • Develop legislative information packets to California Senators and Assembly Members
  • Position the organization as a resource for any legislative bills directly impacting the profession
  • Coordinate legislative action days in Sacramento and Washington, DC

Membership/Member Support:
  • Oversee all membership functions
  • Develop and maintain personal relationships with members
  • Dues invoicing
  • Database maintenance
  • Respond to member inquiries
  • Initiate recruitment activities
  • Manage the listserves

Education and Conferences:
  • Coordinate and provide all support for workshops and conferences
  • Site selection
  • Contract negotiations
  • Program development
  • Registration and marketing materials
  • Speaker relations
  • Exhibitors and sponsors
  • On-site staffing
  • Manage awards and member recognition programs
  • Provide a feedback tool at all events to assist in future educational development
  • Oversee event budgets and financial results

Public Relations and External Communications:
  • Develop content and update client websites
  • Development of any news releases or press kits or other external communications
  • Develop external public relations program to increase awareness, image and brand
  • Outreach to governmental agencies
  • Oversee editorial content, writing, editing and production of magazines and newsletters