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