Our Services
Association management built on documented processes, measurable KPIs, and fiduciary-grade controls.
Choose full-service management, targeted projects, or premium advisory. Every engagement has a defined scope, KPIs, and published starting prices.
Full-Service Association Management
Association Core serves as your association’s headquarters and operating team. Our office becomes your association’s address, and a designated executive lead serves as your executive director.
Executive Leadership
- Strategic planning facilitation and execution
- Board governance and fiduciary oversight
- Organizational assessment and design
- Committee management and coordination
- Balanced scorecard and KPI development
- Annual operating plan development
Financial Management
- Budgeting and financial forecasting
- Monthly accounting and reconciliation
- Audit coordination and preparation
- Financial reporting and dashboards
- Tax filing coordination (990, state filings)
- Foundation and scholarship fund administration
Membership Services
- Recruitment campaigns and onboarding
- Retention strategy and win-back programs
- Dues processing and benefits administration
- Member communications and engagement
- Segmentation, surveys, and benchmarking
- Member satisfaction measurement
Events & Meetings
- Annual conferences and trade shows
- Educational programs and workshops
- Awards ceremonies and galas
- Virtual and hybrid event production
- Sponsorship and exhibit sales
- Post-event analytics and reporting
Marketing & Communications
- Brand management and identity
- Website administration and CMS
- Social media strategy and execution
- Newsletter and email campaigns
- Media relations and press coordination
- Content strategy and thought leadership
Technology Operations
- AMS selection, implementation, and management
- Data, reporting, and dashboards
- Digital transformation roadmaps
- AI integration and automation
- Systems integration and data hygiene
- Fully managed IT services
Government Affairs
- Legislative and regulatory monitoring
- Advocacy strategy development
- PAC administration and compliance coordination
- Coalition building and ally development
- Grassroots mobilization programs
- Specialist counsel engaged where required
Education & Credentialing
- Certification program design and administration
- Continuing education and LMS management
- Workforce credentialing and compliance tracking
- Online and in-person training delivery
- Scholarship program administration
- Education revenue strategy and pricing
Non-Dues Revenue
- Sponsorship and advertising program design
- Affinity and endorsed vendor partnerships
- Corporate alliance and licensing programs
- Non-dues revenue audits and strategy
- Member benefit program development
- Revenue diversification planning
Fully Managed IT Services
Association Core serves as your IT department: one accountable provider for infrastructure, security, support, and technology vendors. Available on its own or with any management package.
- Helpdesk and technical support
- Cybersecurity monitoring and patching
- Device, network, and server management
- Microsoft 365 and Google Workspace administration
- Backup, recovery, and license management
- IT vendor management and procurement
Contracted Services
For associations with existing staff that need specialized expertise on a project or retainer basis, without a full-service engagement. Projects are fixed-fee and scoped after a discovery call.
Strategic Planning
Board-facilitated strategic planning sessions, environmental scanning, stakeholder input, and implementation roadmaps with built-in accountability.
Learn More →Organizational Assessment
Operational audits of governance, financial controls, technology, staffing, and member engagement, with prioritized recommendations.
Learn More →Event Management
Full-cycle conference and event production: site selection, contract negotiation, registration, logistics, speakers, sponsorship, and post-event reporting.
Learn More →Technology Implementation
AMS selection, vendor evaluation, platform migration, data integration, and staff training, managed as a disciplined project with clear milestones.
Learn More →Membership Growth Strategy
Membership audits, segmentation analysis, value proposition refinement, recruitment campaign design, and retention playbooks.
Learn More →Board Governance Training
Board orientation programs, governance policy development, fiduciary responsibility education, and board effectiveness assessments.
Learn More →Premium Advisory Services
A senior advisory tier grounded in Fortune 100 executive experience, a PhD in Management, Lean Six Sigma Master Black Belt, and the ICF Professional Certified Coach credential.
Executive Coaching
ICF PCC Credential- 1:1 coaching for association CEOs and executive directors
- Board chair leadership development
- Transition coaching for new executives
- Volunteer leader effectiveness programs
- Leadership team alignment facilitation
Operational Excellence
Lean Six Sigma MBB- Process optimization and workflow redesign
- Balanced scorecard deployment
- Performance management system design
- Operational cost reduction analysis
- Quality management frameworks
AI & Transformation
Digital Strategy- AI adoption strategy and implementation
- Technology modernization roadmaps
- Organizational design consulting
- Change management programs
- Innovation framework development
Packages & Pricing
Full-Service Packages
Three packages mapped to where associations actually are. Every agreement includes a defined scope, KPIs, and a 90-day onboarding plan.
Core Essentials
Volunteer-led or first-time professional management, typically under $500K in revenue
- Professional headquarters: address, phone, and member service
- Governance calendar, board meeting support, and minutes
- Membership administration and renewals
- Bookkeeping oversight and monthly financial statements
- AMS and website administration
Growth Operations
Associations with $500K–$3M in revenue that need stability plus growth
- Everything in Core Essentials
- Designated executive lead serving as part-time executive director
- Recruitment and renewal engine with retention reporting
- Event operations planning and sponsor fulfillment
- Monthly KPI dashboard and quarterly board review
Full-Service Executive
Associations with $1M+ in revenue seeking full operational management
- Everything in Growth Operations
- Executive director leadership and strategy execution
- Finance, membership, and events managed as one operation
- Vendor governance and contract management
- Advocacy and credentialing programs with specialist partners
Fully managed IT services can be added to any package or contracted on their own. Contracted projects and advisory engagements are fixed-fee and scoped after a discovery call. Pass-through costs such as venues, software licenses, and postage are billed at cost with no markup. Event management fees, when applicable, are stated in the proposal.
Our Process
From RFP to Operational Launch
Every engagement follows a structured onboarding process designed to minimize disruption and accelerate results.
Discovery & Assessment
We review your association’s operations, governance, financials, technology, and member engagement.
Proposal & Scope
You receive a written proposal with clear scope, KPIs, timeline, transition plan, and pricing.
Transition & Onboarding
A structured 90-day onboarding plan covers knowledge transfer, system and account transfers, and stakeholder introductions.
Execute & Report
Ongoing operations with monthly reporting, quarterly board reviews, and an annual performance review against agreed KPIs.
Changing from another AMC? See how a transition works. We serve trade associations, professional societies, and nonprofit membership organizations, and do not manage homeowners or condominium associations.