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Executive Staff Leadership
The foundation of our management is a dedicated team of professionals available to work with your organization’s leadership. All clients have first-hand availability and contact with our XMi President, and under her direction, a full team of knowledgeable staff.
Your Leadership Team includes staff who:
- Provide effective solutions, communication and management of resources
- Build relationships with the volunteer leadership
- Work to establish measurable goals
- Advocate your organization both internally and outwardly
Depending on your organization’s needs, the team leadership will include either an Executive Director or an Account Executive.
In addition, to your leadership the team will include an Administrative Assistant and a full support team.
Financial Management
Maintaining confidence in association finances is imperative. From its inception launched through our founder and CEO’s experiences and expertise in the financial industry, XMi’s financial professionals offer unsurpassed breadth of knowledge and accounting competence to achieve optimal financial integrity and accountability.
Utilizing Microsoft Dynamics or Quickbooks accounting software, our professional financial team delivers:
- Assistance to develop and manage annual budget
- Provide revenue and expense processing and tracking procedures
- Facilitate an annual audit or review by an independent accounting firm
- Provide accurate and timely monthly financial statements, reviewed by our CPA
- Manage banking and investment accounts
Membership and Program Services
We understand that the members are the lifeblood of associations and have designed our member services to ensure each member experiences a positive interaction. From membership renewals to meeting registration, we understand the member is the key to a successful and growing organization and strive to assure every interaction is a positive one.
Convention and Meeting Management
Led by our exceptional Event Planner, we deliver high quality conventions, scientific symposiums, trade shows and small group gatherings. We understand your convention provides a strong revenue stream to the organization and we have a proven history in providing successful events. Our marketing efforts, our ability to manage vendor expenses and our attention to detail makes every event successful and memorable, regardless of size.
Our services provide all direction and staff support for each phase of the process, including:
- Site selection
- Hotel and F&B contract negotiations
- Financial management and oversight, including budget preparation
- Program development and marketing
- Pre-registration and on-site registration management
- On site and event logistics
- Food & beverage/ Audiovisual management
- Speaker recruitment and selection
- Exhibitor and sponsor management
- Activity arrangements
- Trade booth logistics
Websites and Technology
XMi is continuously searching for new technical capabilities to ensure our clients can leverage the latest technologies to achieve their missions. Our business infrastructure sets up apart. XMi Studio offers the services most associations need on a day-to-day basis. Our in- house experts can update and manage websites, offer hosting, assist with technical problem-solving and bring the creative energy behind effective website design, content management, e-commerce and social marketing. For larger and more detailed projects, we have a host of outsourced experts we can call on to provide specific expertise at an affordable price.
Certification and Credentialing Standards
Professional and specialty certification can be the key to professional status, recognition, financial success and, in many instances, a sense of personal achievement. We understand the processes behind certification and credentialing programs as well as standards.
Services may include:
- Development and implementation of equitable and consistent policies, procedures and organizational bylaws
- Liaison with and oversight of the testing company
- Maintenance of official certification and recertification records
- Preparation of helpful and accurate reports
- Application and supporting documents management
- Exam management
- CE documentation and tracking
- Certification and achievement recognition
Marketing and Communications
Communicating the value of the organization is an on-going job. Whether it is a printed newsletter or a social networking media venue, we help identify the best way to communicate your vision.
In doing so, the organization will:
- Expand membership
- Improve member retention
- Increase event attendance
- Sell more programs and products
- Increase non-dues revenues
- Generate greater awareness
Our marketing efforts are delivered through our in-house experts in XMi Studio. As our exclusive web and graphics design partner division, XMi Studio applies creative vision to branding, business media, marketing materials and effective presentations as well as designs and builds online systems, offers web hosting, SEO and ecommerce development. Our understanding of your association needs combined with XMi Studio’s creative energy translates into effective marketing and essential communication to grow.
In addition, we serve our associations everyday in delivering professional services associated with:
- Print and e-newsletters
- Electronic elections, surveys and e-blasts
- Marketing materials design & production
- Event logo design, registration, marketing and onsite materials
- Website and newsletter advertising
- Awards and certificates
Government Relations
For many organizations, working with state and federal governments is essential to their success. As needed, we provide lobbyists specific to the industry as well as apply systems to monitor state and house bills. We also have successful experience with programs offered through the state legislature and in working on Capitol Hill in Washington DC with advocacy work for our clients.
General Administration and Operations
Our downtown offices provide an ideal location for administration and operations, Equipped with the latest technology and equipment, we offer a full service headquarters for receipt of visitors, mail, telephone calls and occasional business meetings. Office equipment includes copier and printers, mail distribution, AV and telephone. Each staff member is provided with a workstation, an up-to-date laptop with all essential applications, dedicated direct lines and voice mail, and email addresses specific to the clients they serve. In addition, we offer onsite storage for current documents, materials and records. Banks, hotels, restaurants and entertainment centers are all within walking distance.