We tailor our wide range of services to fit your group’s individual needs, budget and timeframe.
Organizational Strategy: The Big Picture
C&R offers a fresh perspective on your association’s operations. We conduct a thorough analysis of your strengths and weaknesses and develop a strategy to help you achieve and surpass your goals. Additionally, we assist in effectively communicating your value to both members and prospects.
Administrative Tasks
It’s the small tasks that consume a lot of time, such as sending daily emails, preparing reports, updating the website, managing databases, and making phone calls. These tasks can overwhelm your volunteers, leading to volunteer burnout and a decrease in membership. We handle the day-to-day operations for you so that your volunteers can concentrate on strategic tasks instead of daily operations and become strong advocates for your organization.
Member and Prospective Member Communications
including newsletters, advocacy alerts, industry updates, annual reports, meeting dates and information. We can even develop an app to help your membership bond.
Board Reports and Details
We can handle minutes, follow up on action items, help you prepare for committee meetings, and prepare reports for your chairperson and committee leads.
Website Design and Updates
We know the ins and outs of search engine optimization, required compliance with the Americans with Disabilities Act (ADA), including usability and accessibility, and best practices.
Member and Volunteer Onboarding
We can assist with volunteer onboarding by creating a board book, documenting policies, processes, outlining the roles and responsibilities of board members, and explaining what it means to be a board member. In addition, we provide training on transparency and how to effectively collaborate with professional association staff.
Video Production
Video is a great communication tool to keep members engaged and up to date on issues. We can help produce these and promote them to your membership.
Database Management
CLOUD-BASED AND HARD-COPY DOCUMENT STORAGE. Maintain the integrity of your important documents, such as IRS filings and financials. We also store such documents as articles of incorporation, bylaws, and policy and procedure manuals. You can retrieve them easily from the cloud.
Fiduciary Responsibilities
FINANCES. We send out invoices, write checks, help you build your budget, and conduct fiduciary oversight to assure transparency.
Social Media
MAKE A SPLASH. We know the differences in demographics, click ratios and posting rules from one social media platform to the next. Rely on us to keep your company visible.
Event Management
Event Logistics
We negotiate contracts, manage food and beverage orders, work with you on your agenda and event timing, and handle signage and setup. We’ll work with outside contractors on items such as lighting and sound, and we can even be your master of ceremonies.
Conferences & Annual Meetings
Conferences that are well-planned and executed keep attendees coming back for more. We’ll make your event stand out. Our services also include speech planning, sponsor recognition and venue coordination.
Venue Scouting and Tasting
We have a database of venues. We’ll find the one best suited to your event. We can also set up tastings and arrange unique menus for special occasions.
Social Events
Mixers and informal social events need the same attention to detail any other event requires. We’ll find a venue, plan the food and beverage service, and assure that sponsors and special members get the recognition they deserve.
Galas & Formal Awards Dinners
Working with your committee chair, we’ll ensure proper execution of your signature event. We’ll handle decorations, food and beverage, and entertainment – along with necessary elements such as the agenda and follow-up surveys.
Board Meetings
We handle more than just logistics. We’ll also keep the board on task and on time, as opposed to veering off on tangents. Of course, we also create the agenda, the minutes, and committee recaps.
Strategic Planning & Board Retreats
Your mission and vision are the key to your success. You must review and update your strategic plan on a yearly or biennial basis. If you need a facilitator, we’ll supply one and help prepare that individual for the meeting to come. We’ll prepare presentations on board member responsibilities, follow up on action items and conduct board member satisfaction surveys.
Avoiding Legal Pitfalls: Laws and Regulations
Associations, foundations and nonprofits have to adhere to myriad laws and regulations. Organizations have been sued because they lacked appropriate policies and procedures, such as a strong antitrust or anti-collusion policy. We know what policies you should have to keep you from the lawsuits these organizations faced:
