We tailor our wide range of services to fit your group’s individual needs, budget and timeframe.

Strategy

THE BIG PICTURE. C&R brings a fresh set of eyes to your association’s operations. We analyze and assess your strengths and weaknesses, and formulate the strategy you need to meet and exceed your goals. We also help you communicate your value to members and prospects.

Administrative tasks

DETAILS.
It’s the little things that take time, such as daily emails, reports, website updates, database management and phone calls. These are also the details that overburden your volunteers, leading to volunteer burnout and a decline in membership. We take care of day-to-day operations for you. Your volunteers stay focused on strategy, not daily operations, and become your staunchest ambassadors.

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

For volunteer onboarding, we can help you create a board book, policy and processes, roles and responsibilities of board members, what it means to be a board member. We also teach your board about transparency and how to partner effectively with a 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.

Events

A well-planned event will make your guests feel special, fulfill its objective, and create anticipation for the next one. Bad events go viral. With the name and reputation of your organization at stake, it pays to have a professional with years of experience navigate the minefield of making a good impression.

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.

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: