Full Services

Alta provides full-service management to nonprofit trade and professional associations. With our formalized business processes—combined with our hands-on customer service and member relations–we’ve been able to help our client associations become more financially stable while growing their membership.

 

It was during my presidency that we hired Alta Management Services for full service management of our association. Since then we have reached record membership levels, have more political influence, and more profitable events and programs. I recommend Alta Management Services to any association.

John Kroll
Past President of the Greater Philadelphia Hotel Association and President of Keating Hospitality

Administrative Services

  • Receptionist services: a person will greet all callers  with  “Thank you for calling (your association).”
  • All messages receive a response within four hours (that’s our company policy).
  • Maintaining mailing lists and databases for email, fax and mail messages and updates.
  • Take and prepare meeting minutes for distribution.

Complete Financial Management

  • Creating and managing annual budgets.
  • Bookkeeping and accounting services.
  • Regular reporting and transparent transactions.
  • Credit card processing which is PCI compliant.
  • Accepting online payments for dues and programs.
  • A/R and A/P tracking and reporting.
  • Banking services and monthly account reconciliation.
  • Developing investment strategies and managing investments with regular reports.
  • Managing annual third party reviews and outside audits.
  • Preparation of Form 990 tax returns.

Meeting and Event Coordination

  • Promote meetings through all channels, with follow-up.
  • Select and secure site locations and negotiate contracts.
  • Prepare agenda.
  • Manage event registration.
  • Take and prepare minutes for distribution.
  • Post-meeting/event attendee survey.

Membership Management

  • Maintain all member databases and registration/renewal through an online portal.
  • Following up on all member concerns and suggestions.
  • Create and update new member collateral as necessary.
  • Mail new member packets within 24 hours of sign-up.
  • Maintain up-to-date member database.
  • Regular reports on member signups, activities and demographics.

Technology Support

  • Full suite of business equipment and IT, with costs shared with other associations.
  • Online systems such as membership directory, member registration and renewal, and automatic renewal and billing.
  • Online conference and event registration and payment processing.
  • Online development of conference program book in advance of each year’s meeting.
  • Promotion and maintenance of the secure career center, which can generate additional non-dues revenue by selling posting space on the job board.

  • Online education portal management with ability to host online courses and webinars and access to association publications.
  • Online order processing and fulfillment.
  • Developing and maintaining a disaster data recovery plan that will provide a speedy operational recovery from a server or component failure.
  • Alta Management Services has experience in several types of association management software.