Why Select an Accredited Association Management Company (AMC)?
An accredited AMC must prove through an independent audit that it meets or exceeds industry standards. The AMC must show that it has defined processes and that systems are in place. In addition, it must show success in areas such as, but not limited to:
  • Client Contracts
  • Financial Management and Internal Control
  • Record Keeping Requirements
Once accredited, the AMC must apply for re-accreditation every four years, demonstrating continued high standards. Why is this important to an association looking for management?

The value to an association in selecting an accredited AMC is having access to full-time experts who are experienced in the not-for-profit and association world, acquainted with best practices, and knowledgeable about shared resources. Accreditation demonstrates the company’s commitment to providing the unique and diverse services that association’s need. It provides documented processes and regularly evaluates service performance in a formalized manner. Finally, the knowledge that a third-party auditor has performed a review of the policies and procedures and ensured that they are applied by the AMC provides peace of mind to clients.

An accredited AMC is a valuable partner and resource for an association and will provide the strongest commitment, highest quality, and best results for the organization.

Home Is Where the Heart Is, or Why You Should Be Meeting with Legislators in District
It has been said “all politics is local”, and even policymakers at the highest levels of government are accountable to their constituents. From United States Senators all the way to a city council member, the most effective advocates often come from their home district. The best legislators take the concerns of their constituents extremely seriously. Those that don’t risk a serious challenge in their next general election, or even a primary.

When asked about the importance of hearing from constituents, Kelsey Cooper, State Communications Director for US Senator Rand Paul, said “Senator Paul and his staff are absolutely committed to ensuring every Kentuckian's voice is heard, whether it’s through in-person meetings, phone calls, letters, or emails. Many of the Kentucky specific issues and legislative action items on which Sen. Paul is currently working were brought to him by folks at his 150 town halls held across the Commonwealth last year or through regular meetings with our field representatives, so it really is important for Kentuckians to contact our office regarding issues affecting them or their communities.”

With this in mind, where better to advocate for your cause then back in the legislator’s home district? While not a replacement for meeting the legislative support staff, who often are more well versed in specific policy than even the member themselves, meeting in district can help to establish a vocal advocate for your cause.

Contacting the office of your member of Congress to set up a “reverse fly-in” during their recess periods is a great way to expose the member to your industry and provide them with valuable background information as issues germane to your field cross their desk. Given the demands of their schedules, it is important to look far ahead when scheduling these appointments. Agentis Management can be a valuable asset in this regard. Leveraging our experience in setting up exactly these kind of events, we can focus on the details while members of your association can concentrate on the issues in question.

When the legislature is in session and members want to raise an issue with their member of Congress, often the most direct route is to speak with a member of their Field staff. Establishing a relationship with members of the field staff is essential to insuring your issues stay top of mind. At the end of the day, your elected representatives are exactly that, your representatives. The skilled legislator engages with constituents and encourages them to contact their offices, and they weigh that input heavily in their decision-making process. Seizing the opportunity afforded to make your issue heard can single handedly make the difference between success and failure.

Staying Compliant While Remaining Relevant: The Importance of Continuing Education
One undeniable benefit of association membership is the opportunity for members to obtain continuing education at free or reduced cost. Particularly in the medical profession, continuing education is a non-negotiable requirement for many professionals to remain licensed in their fields.

Continuing medical education (CME or CE) opportunities are available in a variety of platforms. Agentis staff members are well versed in the benefits, preparation process, and execution of the following:
  • Live conferences in various formats, including symposia, practicum, lectures, and roundtable discussion.
  • Virtual, live opportunities. Webinars are perhaps the most accessible and popular CE activity format. Participants can earn CE from the comfort of their homes or offices by attending a live webinar online. They are given the opportunity to ask questions of the speaker to ensure a truly interactive experience.
  • Enduring materials, which are non-live CE activities that endure over time. Popular formats of enduring materials include podcasts, satellite broadcasts, monographs, and DVDs. Enduring materials allow the learning experience to take place at the convenience of the participant.
Agentis staff members are prepared to oversee all continuing education requirements of their clients. They ensure that all conditions are met for each activity, while writing grant applications and securing sponsorships for funding when needed. Following each activity, certification materials are sent to all participants and current records of all activities are securely kept on file, meeting all obligations to the CE provider.

We understand the significance of these activities to our professional members, and work to ensure that each continuing education application and activity will be seamless from start to finish.
Non-Dues Revenue and Mission Creep
Mission Creep: The gradual broadening of the original objectives of a mission or organization.

As associations continue the ever increasing quest for consistent non-dues revenue streams, boards and executive staff must also keep in mind potential unintended consequences. Embracing the ethos of an entrepreneurial nonprofit organization can bring significant benefits. However strategic challenges can arise if an association drifts from its original calling.

From a strategic-operational perspective, highly entrepreneurial associations can sometimes unintentionally lessen operational focus on essential directives, promoting the organizational mission and serving the needs of its membership. Of course, associations rarely make a conscious determination to take their “eye off the ball”. Rather, each successful new revenue stream comes with temptations to modulate organizational priorities. Just as long-term military engagements seek to avoid mission creep in theaters of battle, associations, even as the necessary work of becoming less membership dues reliant continues, must resolve to maintain their primary focus — the reason(s) for which they were formed. The consequences of not doing so can be the alienation of members, stakeholders and constituencies.

An additional consequence of revenue driven mission creep is the Unrelated Business Income Tax (UBIT). Enacted in 1950 to prevent nonprofits from having a competitive advantage over for profit entities, the UBIT taxes income that derives from activities not related to a nonprofit’s basic exempt activities. The baseline for gross income generated by non-exempt activities is $1000. Income which rises beyond that level may be taxed at a corporate rate.

The key to avoiding revenue driven mission creep is to continuously assess strategic goals and objectives and to cultivate priorities, both financial and non-financial, through the prism of those core values.

At Agentis, we serve our clients by focusing on mission driven processes and developing creative solutions that translate values into action.