Our Standards
Controls are the product.
Boards hand an AMC their members, their money, and their reputation. These are the commitments we put in writing before we take any of it on.
What We Commit To
Six standards written into every management agreement, so your board can hold us to them.
Fiduciary Controls
- Association funds held in accounts in the association’s name, never commingled with ours
- Board-approved signatories and dual authorization on disbursements above a board-set threshold
- Monthly bank reconciliations and financial statements on a fixed calendar
- Audit-ready records and full cooperation with your independent auditor
You Own Everything
- Member data, AMS records, and files belong to the association
- Bank accounts, domains, websites, and social channels stay registered to the association
- Vendor contracts signed in the association’s name with board approval
- Full export of data and documents available at any time, not only at exit
Insurance and Bonding
- Coverage requirements specified in every management agreement
- Limits benchmarked to AMC Institute minimums for general liability, errors and omissions, and cyber liability
- Crime and fidelity coverage for anyone who handles association funds
- Certificates of insurance provided before the agreement is signed
Measured Performance
- KPIs agreed with your board and written into the agreement
- Monthly KPI and financial reporting; quarterly board reviews
- Board and member inquiries acknowledged within one business day
- Annual performance review against the agreed scorecard
Transparent Pricing
- Published packages with starting prices
- A clear boundary between included operations and change orders
- Pass-through costs billed at cost with no markup
- No undisclosed vendor commissions or referral fees
Governance and Accountability
- Your board sets policy and makes all key decisions
- Written conflict-of-interest disclosures for any related vendor or client relationship
- A permanent file of governing documents, filings, contracts, and minutes
- Operations designed around the AMC Institute’s standard of good practice
Transitions
A 90-Day Onboarding Plan, in Writing
Every engagement starts with a dated transition plan covering access, data, finances, and member service, so nothing falls through the gap between management models.
Days 1–30
Secure and Stabilize
- Transfer account access, signatories, and credentials
- Inventory data, contracts, and open obligations
- Keep member service and renewals running without interruption
Days 31–60
Assume Operations
- Take over finance, membership, and event workstreams
- Establish the reporting calendar and first KPI baseline
- Document procedures in your permanent file
Days 61–90
Report and Improve
- Deliver the first full board report and KPI dashboard
- Present a prioritized improvement plan
- Confirm the operating rhythm for year one