Outsourcing Toolkit. a special advertising supplement. published by asae & the center for association leadership

Size: px
Start display at page:

Download "Outsourcing Toolkit. a special advertising supplement. published by asae & the center for association leadership"

Transcription

1 Outsourcig Toolkit a special advertisig supplemet to the SEPTEMBER 2009 issue of Associatios ow published by asae & the ceter for associatio leadership

2

3 2009 Outsourcig Toolkit What s the best way to maage your associatio s products, programs, ad services? Is your staff s time beig put to its best ad most missio-cetered use, or are there areas where a outside parter could help you leverage time ad resources? If you ve ever asked yourself these questios, you ll fid isights ad guidace from 12 iovative compaies i our 2009 Outsourcig Toolkit. Tap ito their expertise by readig these articles: Outsourcig A Iovative Approach to Reducig Costs i a Dow Ecoomy Iovatios i Fiacial Reportig Treds i IT Outsourcig Real-World Advice o Buildig Bleded Teams Liste, Tell, Coect, ad Move Should Your Orgaizatio Outsource Accoutig? Webifyig Your Orgaizatio Hidde Treasures of Associatio Maagemet Outsourcig Outsourcig Helps You Build a Stroger Associatio The ABCs of Outsourcig Grow Your Associatio Globally The Great Migratio: From Software to Service This toolkit is desiged as a takeaway. File it close at had for the ext time you eed outsourcig advice. Associatios Now Supplemet September

4 Outsourcig A Iovative Approach to Reducig Costs i a Dow Ecoomy By Aa M. Hofmeister, CPA As the ecoomy has take a major dowtur i the past year, a sigificat umber of members ad cotributors are elimiatig or deferrig discretioary spedig such as memberships, travel, ad givig. As a result, may oprofit orgaizatios have see as much as a 25 percet reductio i reveues. Faced with icreasig pressure to cut costs, oprofit leaders must fid ew ways of creatig cost efficiecies while also providig for the log-term sustaiability of the orgaizatio. Doe properly, outsourcig some or all of the fiace fuctio ca result i sigificat efficiecies while icreasig the accuracy ad usefuless of fiacial iformatio. Cost savigs ad efficiecies. Outsourcig of fiace ad accoutig fuctios ca be a itegral part of your orgaizatio s strategy to cut costs ad improve efficiecy. Outsourcig professioals employ the latest techologies ad ca recommed procedures ad processes based o best practices adopted by hudreds of similar orgaizatios, ofte resultig i sigificat cost savigs due to greater efficiecies. Access to greater expertise. May fiace departmets simply do ot have the breadth of experiece or kowledge to implemet process improvemets. Outsourcig accoutig ad fiacial fuctios to competet professioals that specialize i oprofit fiacial operatios ca offer a rage of additioal beefits such as access to high-level fiacial expertise ad leadig practices. At a time whe every dollar couts, oprofit leaders must have cofidece i the orgaizatio s fiacial iformatio to make better iformed decisios. Improved timeliess ad quality of fiacial iformatio. May orgaizatios do ot receive timely or accurate fiacial iformatio, which impedes maagemet s ability to make timely decisios ad ca result i sigificat losses to the orgaizatio. After outsourcig, fiacial iformatio is timely, accurate, ad more meaigful. Furthermore, there are o major surprises durig the year ad the idepedet audit is completed faster, resultig i few, if ay, adjustmets, with o sigificat maagemet letter commets. The outsourcig team sets up the fiacial statemets based o their experiece with multiple orgaizatios ad their discussios with maagemet to determie what iformatio is meaigful to them. Icreased focus o the orgaizatio's core competecies. As a result of outsourcig, maagers do ot eed to worry about keepig separate spreadsheets or providig eedless iformatio, thus allowig them to focus o 2 Associatios Now Supplemet September 2009

5 what they were hired to do, which is to take care of their costituets. I additio to the cost savigs achieved i the fiace fuctio, a orgaizatio achieves sigificat gais by allowig its ofiace ad accoutig persoel to focus o highest ad best-use activities (such as fudraisig ad program services) that allow for the cotiuity of missio critical agedas. Better iteral cotrols. I tough ecoomic times, oprofits face plety of challeges, ad most employees rise to the occasio. But as fiacial pressures icrease, some will exercise poor judgmet. With staff reductios, fewer resources are devoted to iteral cotrols, ad that ca icrease the risk of fraud. The outsourcig firm takes a outside look at balacig operatioal efficiecy ad iteral cotrols. While clearly part of your team, they are boud by professioal stadards as practicig CPAs. This is a reassurig feature of outsourcig. If you work with a orgaizatio i eed of reducig its ifrastructure costs, I ecourage you to seriously cosider this cost-savig opportuity. If you are fortuate eough to work with a orgaizatio that is ot beig seriously affected by the ecoomy, you should still cosider this opportuity, as it's cosidered a leadig practice, somethig we all should implemet as our boards expect it. Aa M. Hofmeister, CPA Compay Bio Tate & Tryo is public accoutig firm that specializes exclusively i oprofit orgaizatios. Our accoutig professioals have extesive experiece ruig efficiet ad effective oprofit accoutig/fiace departmets. Our services iclude CFO ad cotrollership services, moth-ed close, fiacial statemet preparatio ad aalysis, budgetig, year-ed projectios, cash flow aalysis, grat reportig, tax retur preparatio, facilitatio of the aual audit, accoutig records review ad cleaup, ad accoutig software coversio ad maiteace. We also provide maagemet advisory services to help oprofit orgaizatios develop ad implemet strategies for improvig the efficiecy ad relevacy of their busiess, fiacial accoutig, ad techology processes. Cotact: Aa M. Hofmeister, CPA, Parter, Outsourced Accoutig Services Tate & Tryo th St., NW, 9th Floor Washigto, DC Phoe: ahofmeister@tatetryo.com Associatios Now Supplemet September

6 Iovatios i Fiacial Reportig By Joh G. Wooldridge, CPA Most associatios struggle with presetig meaigful fiacial iformatio to their boards or members. Key questios ofte arise, such as: How much iformatio should I preset? What level of detail should I iclude i the reports? How do we compare to other similar associatios? Will stakeholders be able to effectively iterpret the reports? Below are some iovative tools ad approaches that should help improve the quality of your orgaizatio s fiacial reportig. Dashboard Reportig If you wat to sigificatly ehace the ability of your leadership to iterpret fiacial iformatio, the dashboard reports are a great tool. Dashboard reports are desiged to summarize key performace idicators (KPIs) i a easy to read ad ofte graphical format. The old adage that a picture is worth a thousad words is certaily true whe it comes to the presetatio of fiacial iformatio. Most associatio leaders or stakeholders do ot have a fiacial backgroud. Therefore, it is very helpful to preset iformatio i a meaigful ad cocise maer usig charts ad graphs. If your associatio has historically preseted page after page of fiacial reports to your leadership, it is likely that this iformatio has bee largely igored or misuderstood. Dashboard reports ca effectively preset fiacial iformatio, as they are desiged to cosolidate iformatio i a summarized, meaigful format. Key Performace Idicators Key performace idicators are the fiacial or other idicators that your associatio determies are the most critical to closely aalyze o a periodic basis. Each associatio s KPIs will vary depedig o the orgaizatio s characteristics. Idetifyig the fiacial KPIs for your associatio will sigificatly help improve focus i the area of fiace. The process of determiig what KPIs to moitor is similar to settig the strategy or goals of your orgaizatio. We recommed that your associatio try to develop a top-10 list of key fiacial idicators. This will aid the associatio i keepig its focus arrowed dow to the most importat items. Some KPIs your associatio may fid useful are et assets or reserves as a percet of expese, membership dues reveue as a percet of total reveue, program service expeses as a percet of total expeses, ad et icome or profitability measures. Bechmarkig It is always helpful to measure or bechmark your associatio agaist other similar orgaizatios. This will allow maagemet to compare your associatio s results agaist key competitors or the marketplace i geeral. We recommed that bechmarkig be doe usig KPIs. However, the bech- 4 Associatios Now Supplemet September 2009

7 markig should also iclude a compariso of some more basic fiacial iformatio such as total reveue, total umber of members, reveue growth, total reserves, ad reveue by source. Bechmarkig will assist the leadership i aalyzig idustry treds, which should allow for better overall decisio makig o a strategic level. Give the difficulty of aalyzig treds o a mothly basis, we typically suggest that high-level or orgaizatioal bechmarkig be doe o a quarterly or aual basis. Adaptive Budgetig As the speed of chage icreases i society, it is more critical tha ever for your associatio to be able to accurately forecast fiacial results based o ew circumstaces. Your associatio will eed to have a system i place to allow it to ru various what if scearios. This ca be accomplished usig spreadsheet software or other programs. Also, a recet tred has developed whereby associatios are usig sophisticated iteret-based software to hadle forecastig. The use of web-based tools is becomig icreasigly the orm, as it is ofte quicker ad more cost-effective to utilize these platforms. I today s ecoomic climate, it is more importat tha ever that maagemet evaluate timely, easy to uderstad reports i order to make effective ad quick decisios. The tools outlied above should help your associatio make better fiacial decisios. Joh G. Wooldridge, CPA Compay Bio LarsoAlle is a leader i assurace ad accoutig, cosultig, tax, ad outsourcig throughout the coutry. We serve more tha 2,500 oprofit ad govermet etities atiowide. We also uderstad the uique challeges of buildig a flexible, sustaiable orgaizatio i today s marketplace. You live to meet your missio. Each part of your orgaizatio must be able to adapt to the eeds of your costituets, but also resiliet, i order to be successful i a chagig eviromet. With the right support, the potetial exists for your orgaizatio to move i ew, uimagied directios. Servig you is our missio. Cotact: Joh G. Wooldridge, CPA, Pricipal, Outsourcig LarsoAlle CPAs, Cosultats, ad Advisors 2900 South Quicy Street, Suite 150 Arligto, VA Phoe: Fax: jwooldridge@larsoalle.com Associatios Now Supplemet September

8 Treds i IT Outsourcig By Cort M. Kae As the ecoomic dowtur persists ad pressure to reduce budgets itesifies, outsourcig cotiues as a prime topic amog associatio executives ad IT professioals. It has bee both lauded i the IT commuity for creatig real efficiecies ad cost savigs, ad criticized as hard to maage ad more expesive tha hirig additioal staff. So how does this shake out for the associatio commuity? Outsourcig all or part of a associatio s geeral IT fuctios still raks umber oe for IT outsourcig, alog with the move to data ceters ad the adoptio of ew backup ad disaster recovery systems. While i the past year we have see a growig tred i associatios outsourcig all of their IT fuctios, may still view outsourcig as a adjuct to their i-house IT staff. We have oticed a growig umber of associatios reducig or elimiatig IT staff ad adoptig the cocept of outsourced maaged services support plas to meet this budget challege. The adoptio of a maaged service eviromet equates to real efficiecies, improved customer satisfactio, ad cost reductios. Maaged services is a eterprise ed-to-ed solutio to fully maage your IT operatios i a way that is fiacially out of reach of most orgaizatios. It icludes ulimited helpdesk support to staff durig ormal busiess hours for desktop ad applicatio questios, ad costat remote maagemet ad moitorig of servers, desktops, ad the core ifrastructure. I short, maaged services ca be broadly defied as trasferrig day-to-day admiistratio of your distributed computer systems as a strategic method for improved, effective, ad efficiet IT operatios. The developmet of very effective remote support tools have revolutioized remote helpdesk support, elimiatig cocers by ed users that it is ecessary to provide support oeo-oe at their physical workstatio. Robust remote tools eable a helpdesk operator to rapidly resolve complex ad missio critical support icidets ad hadle icreasig call volume remotely, icreasig staff satisfactio with IT problem solvig. Aother compoet of maaged services is remote moitorig ad maagemet of servers 24 hours a day, all year. I today s associatio eviromet of o-demad computig by members ad staff, server availability has become missio-critical ad expected by your users. The oly way to guaratee 99.9 percet uptime is to moitor ad proactively maage the server eviromet. Most maaged-service providers offer a host of other services, ad decidig whether your servers should be premises based or housed i a secure data ceter has bee a hot topic i the last year. Data ceters provide icreased security ad redudacies i such thigs as power, coolig, ad 6 Associatios Now Supplemet September 2009

9 iteret coectivity that would be costly to try ad duplicate o your premises. Movig your computers to a secure data ceter offers ot oly the redudacy of your systems (traslatig to higher availability of systems), but easier maagemet. The ewest tred here is to move to a cloud computig server eviromet, where your server applicatios are hosted o a service provider s hardware eviromet usig virtualizatio techology. This solutio has tremedous redudacy ad high availability of applicatios. Ad best yet, you will ever buy or maage aother server. Outsourcig backup ad disaster recovery has grow tremedously i the past year. Solutios which utilize etwork-attached storage devices i cojuctio with virtualizatio techology allow for disk-to-disk backup of server eviromets, backup to offsite data ceters, ad the ability to act as stadby servers i the evet of a failure as well as quick, baremetal restores. This powerful ew techology provides real disaster recovery plaig ad is available at reasoable pricig models. Cort M. Kae Compay Bio desigdata has bee providig associatios with a exclusive combiatio of idepedet cosultig ad etwork support services sice Our techology ad maagemet cosultig services iclude existig systems evaluatio, IT strategic plaig, security audits, disaster recovery plaig, systems selectio, cotract egotiatio, implemetatio maagemet, web strategies, staffig aalysis, ad busiess process re-egieerig. Our full-service IT outsourcig divisio provides etwork desig, system cofiguratio, ed-to-ed outsourced etwork maagemet ad moitorig, helpdesk, CIO/CTO, security ad mobility plaig, ad istallatio ad idepedet IT assessmets. Our data ceter offers cloud computig optios as well as colocatio services. We make IT easy. Cotact: Cort M. Kae, COO Craig Leopard, VP Sales & Marketig desigdata 7606 Lidbergh Drive Gaithersburg, MD Phoe: Fax: ckae@desigdata.com, cleopard@desigdata.com Associatios Now Supplemet September

10 Real-World Advice o Buildig Bleded Teams By Jaeé Pelletier, MBA, CMP Associatio executives hire cosultats for may reasos, ad outsourcig ca quickly fill temporary gaps whe staff resources are at a premium. However, more ad more orgaizatios are egagig cosultig firms as log-term parters. There are firms that will go beyod the basics ad support your associatio i a true partership, but selectig good parters requires careful plaig. The followig are real-life lessos from three associatio executives who egaged a cosultig firm to help them durig a period of trasitio. Roadmap your eeds. Ambitious plas ofte require big chage. Oce you have decided to outsource, preparig a detailed roadmap will help parters uderstad where you wat to go. To esure quality resposes, Diae Darrow, trasitio maagemet specialist ad former executive director of the Natioal Associatio of Retail Collectio Attoreys, recommeds that leaders be hoest i the RFP process take some time to uderstad ad represet the busiess so prospective cotractors kow what they are dealig with. Julie Coos, presidet ad CEO of the Arligto-based Electroic Retailig Associatio, was lookig for a parter firm with the right perspective ad experiece to tur aroud a coferece ad tradeshow i declie. To fully support her eeds, Coos wated a parter who has the experiece, ca ad will take decisive actio, ad will stay i commuicatio with you about progress, challeges, ad solutios. Liberate the staff. Outsourcig allows staff to focus o other priorities without compromisig quality of service. For Collee Eubaks, CAE, executive director of the Natioal Child Support Eforcemet Associatio, it just made fiacial sese to outsource the meetig plaig fuctio. It freed up staff ad maagemet resources to really focus o the missio of the orgaizatio ad try to better serve the members i other aspects. Cosultats ca also supplemet your staff durig trasitio periods whe the workload might otherwise be overwhelmig. Because cosultats are experieced at jumpig i durig periods of crisis, they ca get a project off the groud quickly whe time is of the essece. Icrease credibility. Because cosultats work across a variety of idustries, they stay abreast of the latest iovatios, techologies, ad challeges ad brig that kowledge to your orgaizatio. Darrow otes that a outside firm ofte offers professioals with sigificatly more experiece ad credibility. A top-otch professioal will carry more weight with your stakeholders, particularly o a thory topic. Beware, however, that cosultat is ot ecessarily syoymous 8 Associatios Now Supplemet September 2009

11 with respected. It is critical to trust ad have a ope, hoest relatioship with the parter firm, cautios Eubaks. The hospitality idustry is so small ad collegial especially i the oprofit/associatio market ad meetigs affect a associatio s reputatio with its members ad corporate parters. To esure that a firm coducts busiess i a forthright ad ethical maer, Eubaks recommeds requestig idustry or peer refereces to demostrate a cadidate s reputatio withi their commuity. Trust your isticts. Whe it comes dow to it, the decisio is about more tha just a cosultat s ability to complete the work; chemistry ad commitmet are perhaps eve more importat. Coos says you have to trust your isticts. You evaluate the questios they ask. You evaluate if the parter has respoded to your cocers i their proposal. You evaluate the reportig tools ad timelies they outlie. But for all the data you receive ad use i makig your decisio, you must trust your gut i believig that you have established a rapport ad cofidece i your parter such that they will go the extra mile for you. Jaeé Pelletier, MBA, CMP Compay Bio Coferece & Logistics Cosultats, Ic., is a full-service coferece maagemet ad cosultig firm specializig i associatio meetigs sice Named as oe of the DC area s top evet plaers for the last 12 years, we are kow for our customer chemistry, commitmet, ad cofidece. Our full meu of services icludes executive level plaig ad timelies, strategic meetig developmet, trasitio plaig, site selectio ad egotiatios, logistics, exhibits ad sposorship, marketig, registratio, budget developmet ad maagemet, sessio submissio ad program developmet, ad speaker coordiatio. From cocept to culmiatio, Coferece & Logistics Cosultats, Ic., ca take you there. Your successful meetig plaig starts here. Cotact: Jaeé Pelletier, MBA, CMP Vice Presidet Coferece & Logistics Cosultats, Ic. 31 Old Solomos Islad Road Aapolis, MD Phoe: Fax: iformatio@gomeetig.com Blog: Associatios Now Supplemet September

12 Liste, Tell, Coect, ad Move By Sadia Mir Effectively leveragig the web is a key challege facig today s associatios. Liste, Tell, Coect & Move presets a simple framework to guide a associatio s olie strategy that will yield outstadig results. Liste You already kow how importat it is to liste to your members. By leveragig low-cost tools, you ca effectively liste usig: Web aalytics. Track what site visitors are doig o your site. Google Aalytics ca idetify top cotet, search terms, ad visitor demographics. Aalytics ca report the coversio success of marketig campaigs such as membership reewal appeals ad aual coferece registratios. The secret? Web metrics are discrete so you ca track, tweak, compare, ad improve your website s performace over time. Social media listeig. Whether you like it or ot, people are probably talkig about you somewhere o the web. With the social web here to stay, moitorig these coversatios where they occur will yield valuable isights. Use a tool like TweetSca to moitor what people are tweetig about you ad Techorati to see what they are sayig about you i the blogosphere. User feedback. Kow how members experiece your site. Osite satisfactio surveys provide a low-cost ad immediate referece poit to idetify key eeds ad measure improvemet. Oe-o-oe iterviews ad usability evaluatios provide cadid feedback regardig member eeds ad perceptios of your olie offerigs. Tell While tellig has bee the traditioal role of sites for years, associatios have bee reluctat to place cotet outside of member-oly areas. While memberoly cotet is still a viable strategy, the availability of similar cotet elsewhere o the web will likely erode its role as a key driver of membership value. Providig access to coect with other members will likely be a stroger value propositio i the log ru. As you rethik what iformatio ca be shared i a ope forum, cosider ehacig how you tell by usig RSS feeds, blogs, or podcasts to deliver cotet. Allow users to defie the push or pull of cotet through subscriptios based o their eeds. Haress the power of text messagig to provide critical updates to your membership. Cosider how you ca share cotet o other sites your members visit. Post highlights of your aual coferece o YouTube or make importat aoucemets through Twitter rather tha a ewsletter. Facebook is a great awareess-buildig tool. You ultimately wat to drive users back to your site. Havig cotet outside of your ow site will help icrease the recogitio of your brad, reiforce messagig, ad evetually yield ew members. 10 Associatios Now Supplemet September 2009

13 Coect Coectig with other like-mided idividuals is a key reaso members joi ad reew each year. Thik critically about olie commuity buildig based o your member demographics. Discussio forums, user-geerated cotet, cotet ratig ad commets, user blogs, kowledge sharig through wikis, expaded user profiles, ad photo sharig all create value through ad-hoc etwork developmet. Cosider how you ca tap ito orgaic iterest groups that exist o sites such as LikedI ad Facebook. Rather tha igore exteral sites, cultivate a relatioship ad use these chaels to market your evets ad products. Move Are your goals legislative advocacy? Icreased member recruitmet? Higher evet attedace? Doatios for special projects? While listed last, your strategies to Liste, Talk, ad Coect should all emaate from your Move goals. As Stephe Covey states, Begi with the ed i mid. Followig this framework will help you develop a successful olie strategy tailored to your eeds. Start small with each facet, measure improvemet, ad expad as your resources allow. Your members ad board will thak you. Sadia Mir Compay Bio TerpSys helps you use techology. Our taleted staff creates solutios that help orgaizatios cure cacer, eradicate illiteracy, reduce poverty through the power of eterprise, ad eable workforce mobility, just to metio a few of our efforts. We deliver web-based solutios to a wide variety of associatios, charities, ad foudatios both i the Washigto, DC, area ad across the coutry. We are a trusted IT solutios provider, helpig our cliets avigate the complex world of techology ad assistig them i applyig techology to produce exceptioal results. Let us help your associatio with your eeds i website desig/developmet, AMS-web itegratio, custom applicatio developmet, SharePoit, iteractive desig, ed-user support, ad etwork services. Cotact: Matt Crudello, Director, Web Solutios TerpSys 1201 Seve Locks Road, Suite 300 Rockville, MD Phoe: x220 mcrudello@terpsys.com Associatios Now Supplemet September

14 Should Your Orgaizatio Outsource Accoutig? By Mike Buzas Outsourcig is ot a ew cocept. Eve the Romas practiced outsourcig. They solved their chroic labor shortage by hirig mercearies to defed their far flug ad expadig empire. Outsourcig is ot ew for associatios, either. For years, associatios have trasferred routie projects such as fudraisig, membership, ad publishig to specialized third party firms. A recet tred has see more associatios ad oprofits outsourcig their accoutig processes as well. Why this growig tred? Sometimes it s a crisis that moves a associatio to cosider outsourcig its accoutig fuctio. Botched or delayed fiacial statemets, turover i the accoutig departmet, a bad audit report, or suspected fraud ay of these circumstaces ca wreak havoc ad cause a associatio to cosider outsourcig. Outsourcig the accoutig fuctio does t have to be a actio drive by crises. I fact, outsourcig ofte is a soud busiess strategy. It eables associatio executives to focus o what they do best providig services to their members ad accoutability to their boards. Especially i small or midsized associatios, which ofte require staff to work across differet fuctios, accoutig ca be doe more competetly ad cost-effectively by outside, traied professioals. Whe Is Outsourced Accoutig a Smart Busiess Strategy? Outsourcig is more tha a preferece for havig someoe else perform your detailed, routie tasks. It s more tha savig moey ad cuttig operatig costs. It s a strategic busiess tool that ca geerate broad busiess beefits. A survey coducted by Acceture foud that rewards from outsourcig are ot frotloaded i cost savigs durig the first year oly to declie over time. Outsourcig actually helped compaies perform better, ad performace ad satisfactio with outsourcig icreased over the log term. So, whe should a associatio outsource? Whe accoutig eeds to be doe better, faster, ad cheaper tha ihouse staff resources ca do it. Simply stated, accoutig trasactios have to be doe correctly, ad withi certai time costraits, all the time. Havig a outsourced team dedicated solely to your accoutig fuctios rather tha a i-house staff that may have As associatios cotiue to require leaer budgets, some have foud that outsourcig certai fuctios is a good way to keep quality up ad costs dow. 12 Associatios Now Supplemet September 2009

15 several competig duties icreases the likelihood that your accoutig will be doe cosistetly, accurately, ad efficietly. Whe the associatio eeds to streamlie its computer hardware ad software resources. Techology cetric outsourced accoutig firms eable associatios to better cotrol their capital expeditures ad operatig costs. They ca provide a excellet, low-cost opportuity to coect you with your secured data from aywhere at ay time. This saves your associatio valuable budget dollars while avoidig expesive upgrades ad hardware chages that ca disrupt or threate your operatios. Whe the associatio eeds iformatio ad guidace from a objective poit of view. The outsourced professioal accoutat with years of experiece ca tell you more tha the umbers. The accoutat ca spot problems affectig your busiess, provide cash maagemet advice, ad help you to aalyze treds ad take corrective actio i a timely maer. The key to determiig if outsourcig is right for your associatio is decidig whether outsourcig, as a busiess strategy, provides ecoomic beefits ad improves accuracy ad timeliess of your curret trasactio processig. The orgaizatio ca the rely o reputable fiacial expertise ad profoud idustry kowledge to deliver quality service, accurately ad more cost effectively tha geeralists or part-time staff. Read full article at Mike Buzas Compay Bio At HB&P, a Washigto, DC, metro area CPA firm, our goal is to free up precious time for our cliets ad atted to their matters because we uderstad that a successful relatioship with our cliets is depedet o their eeds, coveiece, ad satisfactio beig met. May of them have stayed with us for years because they have experieced our deeply held values of trustworthiess, itegrity, ad above all else, commitmet to their success. Our outsourced accoutig services eable a orgaizatio to improve the quality ad sophisticatio of its fiacial reportig, while reducig costs associated with iteral accoutig cotrols ad processes. Cotact: Mike Buzas, Parter ad Practice Director for Maagemet Advisory Services Halt, Buzas & Powell, Ltd. 99 Caal Ceter Plaza, Suite 230 Alexadria, VA Phoe: mbuzas@cpas4you.com Associatios Now Supplemet September

16 Webifyig Your Orgaizatio By Jill Kurtz Workig with a web developmet firm ca be a cost-effective way to exted your orgaizatio s resources. Egagig that firm as a full parter, rather tha just as project help, ca brig ew levels of effectiveess to your orgaizatio. You kow your busiess the latest developmets, the eeds ad pai poits of your membership, ad what s o the horizo. Web developers kow the same about web-based techologies. Marry these together ad you are i a solid positio to leverage the web to catapult your orgaizatio to higher levels. Parterig for Success To get the most out of a relatioship with a web firm, set the toe for a ogoig partership. Educate your web parter about your associatio. Articulate your orgaizatio s visio ad goals. Allow the firm to develop a sese of ivestmet i your orgaizatio. Techology impacts every aspect of your associatio. A parter that is egaged at the highest level of the orgaizatio has the opportuity to offer you wide-ragig strategy ad solutios. A web parter will leverage web-based techologies to help you accomplish your goals as well as idetify other ways to improve performace. Where the Web Fits I Your website is a way to share iformatio ad create awareess about the orgaizatio. But it has greater potetial. Web techologies ca support all your orgaizatio s goals. The web ca help you to traslate busiess practices to efficiet olie processes, itegrate isolated techologies, brig best practices to your website, ad more. The followig case studies illustrate some opportuities that webifyig your orgaizatio ca brig. Case study: Streamlie busiess practices. A oprofit with a small staff had a lot to maage: state reportig, attractig ad servig members ad doors, evet plaig, ad trackig lad acquisitio work, just to ame a few. Staff members were trackig the same data i multiple places ad eeded careful commuicatio to coordiate cotacts with costituets. Not a ideal situatio. The orgaizatio reached out to a web compay to fid a better way. CiviCRM, a ope source solutio, was idetified as a viable solutio to streamlie busiess processes. Ay web firm could set it up, but this project wet much deeper. The oprofit partered with the web firm to get the most out of the effort. By explaiig curret processes ad the busiess eeds that drive them, they eabled the web firm to create a customized implemetatio that addressed eeded work flow ad outputs. The orgaizatio ow does the bulk of its work olie. Case study: Itegrate a associatio maagemet system (or ay other 14 Associatios Now Supplemet September 2009

17 busiess tool). A large trade associatio ivested i a state-of-the-art associatio maagemet system (AMS) to maage relatioships with members ad streamlie iteral processes. The associatio s web parter offered a way to get more out of the ivestmet leverage it o the orgaizatio s website. Through the use of a sigle sig o (SSO) protocol, users ca log i to the website ad see cotet accordig to their roles. They access the AMS to set up ad maitai membership iformatio. Trasactios are recorded i oe place, helpig both members ad associatio staff with olie ad offlie activities. Case study: Optimizatio aroud busiess goals. A small orgaizatio was lookig to geerate awareess i the marketplace ad attract customers. Its website was relatively ew, but it was t geeratig results. The compay foud a web parter to help. The ower shared his busiess pla ad his goals. He briefed the web compay about the busiess model. The web firm evaluated the site ad web metrics ad idetified opportuities for improvemet. Implemetatio happeed over time as part of a ogoig commitmet to targetig ad meetig specific goals. Systematically, the orgaizatio achieved the results it eeded. Jill Kurtz Compay Bio Balace Iteractive, established i 1997, is a well-respected web developmet ad desig cosultacy that excels i meetig associatios goals usig olie techologies ad tactics. Our cliet list icludes a who s who of tradeshows, associatios, ad ecoomic developmet etities. Balace Iteractive has a uique web practice built upo a balaced offerig of strategic advisory ad implemetatio services delivered with ethusiasm, expertise, ad itegrity. Lear more at Cotact: Tracy Betts CEO Balace Iteractive 8136 Old Keee Mill Rd, Ste A-201 Sprigfield, VA Phoe: Fax: tracy.betts@balaceiteractive.com Associatios Now Supplemet September

18 Hidde Treasures of Associatio Maagemet Outsourcig By Hak Phillips The case for outsourcig a associatio s maagemet utilizig a associatio maagemet compay (AMC) is ofte made o the basis of cost savigs ad other efficiecies that ca be achieved. Although those cosideratios are both accurate ad importat, they ca leave the impressio that usig a AMC is little more tha the ecoomy pla of associatio maagemet. Ofte overlooked are equally importat, but lesser kow, quality beefits that come with usig a AMC. Let s explore some of these hidde treasures of quality. Residig withi the walls of a multicliet AMC is a wealth of diverse associatio experieces ad expertise. With our compay, a mid-sized AMC, we provide full service maagemet to 11 associatios ad orgaizatios, ad project-based services for may others. That meas that simultaeously we are dealig with dozes of boards, memberships, ad evets dozes of everythig! We are cotiually havig ew experieces, growig, refiig, ad sharig our expertise amog our staff members ad with our cliet associatios. Thik about it this way: We all kow how ivigoratig ad beeficial it is to atted a ASAE & The Ceter coferece or evet where we are able to share issues ad solutios with peers from other associatios. At a AMC we have that experiece a little more frequetly every day. That everyday learig, idea exchage, ad best practices refiemet gets passed right alog to our cliets. Aother treasure of AMC quality revolves aroud specializatio. AMC staffs iclude teams that are specialized i certai fuctioal areas. Meetig plaig, techology, ad data maagemet are a few commo examples. The various cliet associatios the draw from the resources ad expertise of both the core staff ad these specialized teams. With this specialized focus comes quality. Staffig redudacy ad cotiuity are other qualitative beefits that come with outsourcig to a AMC. If a AMC experieces a vacacy i a positio or a exteded leave, that may be a problem for the AMC, but it will ot be oe for the associatio. It is the AMC s resposibility a cotractual obligatio to maitai the agreed upo level of service, irrespective of vacacies. I short, for a associatio maaged by a AMC, a staffig disruptio does ot mea a service iterruptio. A particularly ofte overlooked cosideratio i usig a AMC is accoutability more specifically, added accoutability. Whether a associatio s maagemet is carried out by employees or is outsourced to a AMC, the staff is accoutable to the board of directors. I the case of a associatio that uses a AMC, the board ot oly has the 16 Associatios Now Supplemet September 2009

19 accoutability of the idividual staff members who support it o a day-today basis, but also has a secod level of accoutability i the form of the maagemet compay. It is iroic that some associatio leaders perceive that there is less accoutability or cotrol whe maagemet is outsourced to a AMC. Exactly the opposite is true. With commo board-staff issues such as commuicatio, adherece to proper roles ad resposibilities, resposiveess to board directio ad policy, ad performace i geeral, the board has recourse to its chief staff perso, but also to the maagemet compay to maitai accoutability ad to resolve issues. Whe a associatio s leadership cotemplates outsourcig its maagemet, the iitial thikig may revolve aroud budgetary cosideratios. By diggig a little deeper, what awaits the associatio is the discovery of a treasure chest of beefits that are all about quality. With the rage ad quality of services available from AMCs, associatios ofte choose to expad their higher-value services, icludig govermet affairs, public relatios, ad issue research, to provide eve greater quality beefits for their members. Joh A. Ruffi, CAE Compay Bio Ruig a associatio is more challegig tha ever, especially i today s fast-movig busiess climate. AMR Maagemet Services parters with associatios to stay o top of emergig treds, stay i touch with members, ad deliver quality services. AMR Maagemet Services is a AMC Istitute charter-accredited compay that ot oly maages associatios, but has the resources, experiece, ad iovatio to tur a associatio s visio ito actio through full-time or project-based outsourced services. The AMR team delivers broad-reachig expertise i all aspects of maagemet to associatios across the atio icludig providig a professioal headquarters office, executive staff leadership, fiacial maagemet, board ad committee support, goverace ad strategic plaig, coferece ad evet maagemet, techology, marketig, ad creative productio services. Cotact: Joh A. Ruffi, CAE, Presidet ad Chief Executive Officer AMR Maagemet Services 201 East Mai Street, #1405 Lexigto, KY Phoe: Fax: ifo@amrms.com Associatios Now Supplemet September

20 Outsourcig Helps You Build A Stroger Associatio By Patrick R. Motgomery Customer-service calls, beefits acquisitio, web desig, member fulfillmet. These are just a few of the resposibilities you juggle as you maage the dayto-day operatios of your associatio. With so may admiistrative ad operatioal duties o your plate, it s difficult to fid time for big-picture activities that deliver a high retur o ivestmet activities such as focusig o your missio ad growig your membership. Outsourcig ca give you the time you eed to do what you do best build a bigger ad better associatio. By delegatig some or all admiistrative fuctios to a associatio maagemet firm, you ca save time ad moey. Ad you ca work with firms that brig taleted professioals to every project. Fuctios That Ca Be Outsourced May associatios ow outsource activities such as call-ceter services ad website desig ad maiteace. But that s just a start. Other fuctios that are easily outsourced iclude Pritig member cards ad fulfillig welcome packets for ew members; Sedig ewsletters; Member retetio programs; Compilig, pritig, ad mailig ewsletters to keep members ivolved; Coordiatig ad distributig marketig collateral to attract ew members. All of these services ad more ca be expertly hadled by professioal maagemet compaies that specialize i meetig the admiistrative eeds of your associatio. Outsourcig Will Potetially Save You Moey The possibility to save moey is oe of the most compellig advatages of outsourcig. Associatio maagemet compaies ca access ecoomies of scale that small associatios simply ca t match. That meas you ca save moey o services that rage from pritig ad mailig to cotet maagemet ad member services. By outsourcig, you have the opportuity to reduce the costs of huma resources. Rather tha staffig up to hadle day-to-day operatios, you ca tur those job duties over to a service provider. You ll save moey o payroll, employee beefits ad overhead, yet still retai cotrol over the quality ad timeliess of your projects. You could also save moey by usig a associatio maagemet firm located i a Souther or Midwester city, where labor, productio, ad overhead expeses are lower. That may traslate ito savigs o the cost of doig busiess savigs that ca be passed o to you. Outsourcig Saves You Time For your associatio to thrive, you eed time to cocetrate o your core com- 18 Associatios Now Supplemet September 2009

WHERE CHANGE IS POSSIBLE

WHERE CHANGE IS POSSIBLE WHERE CHANGE IS POSSIBLE gree workspaces AT TIDES, WE HAVE BEEN WORKING WITH PEOPLE LIKE YOU FOR MORE THAN 30 YEARS TO MAKE THE WORLD A BETTER PLACE. Our missio is to parter with philathropists, foudatios,

More information

IT Support. 020 8269 6878 n www.premierchoiceinternet.com n support@premierchoiceinternet.com. 30 Day FREE Trial. IT Support from 8p/user

IT Support. 020 8269 6878 n www.premierchoiceinternet.com n support@premierchoiceinternet.com. 30 Day FREE Trial. IT Support from 8p/user IT Support IT Support Premier Choice Iteret has bee providig reliable, proactive & affordable IT Support solutios to compaies based i Lodo ad the South East of Eglad sice 2002. Our goal is to provide our

More information

Assessment of the Board

Assessment of the Board Audit Committee Istitute Sposored by KPMG Assessmet of the Board Whe usig a facilitator, care eeds to be take if the idividual is i some way coflicted due to the closeess of their relatioship with the

More information

SOCIAL MEDIA. Keep the conversations going

SOCIAL MEDIA. Keep the conversations going SOCIAL MEDIA Keep the coversatios goig Social media is where most of the world is. It is therefore a ope source of cosumer data, a chael of commuicatio ad a platform for establishig relatioships with customers.

More information

Smart Connected Products & The Internet of Things

Smart Connected Products & The Internet of Things Smart Coected Products & The Iteret of Thigs Who we are Taget delivers Talet Globally. Established for 40 years we specialise i delivery of iovative & tailored talet solutios to customers aroud the world.

More information

Business Application Services. Business Applications that provide value to your enterprise.

Business Application Services. Business Applications that provide value to your enterprise. Busiess Applicatio Services Busiess Applicatios that provide value to your eterprise. Sesiple s expertise ca help orgaizatio decode the performace issues ad trasform them ito valuable beefits that meet

More information

TIAA-CREF Wealth Management. Personalized, objective financial advice for every stage of life

TIAA-CREF Wealth Management. Personalized, objective financial advice for every stage of life TIAA-CREF Wealth Maagemet Persoalized, objective fiacial advice for every stage of life A persoalized team approach for a trusted lifelog relatioship No matter who you are, you ca t be a expert i all aspects

More information

Supply Chain Management

Supply Chain Management Supply Chai Maagemet LOA Uiversity October 9, 205 Distributio D Distributio Authorized to Departmet of Defese ad U.S. DoD Cotractors Oly Aim High Fly - Fight - Wi Who am I? Dr. William A Cuigham PhD Ecoomics

More information

Professional Networking

Professional Networking Professioal Networkig 1. Lear from people who ve bee where you are. Oe of your best resources for etworkig is alumi from your school. They ve take the classes you have take, they have bee o the job market

More information

CCH Accountants Starter Pack

CCH Accountants Starter Pack CCH Accoutats Starter Pack We may be a bit smaller, but fudametally we re o differet to ay other accoutig practice. Util ow, smaller firms have faced a stark choice: Buy cheaply, kowig that the practice

More information

To c o m p e t e in t o d a y s r e t a i l e n v i r o n m e n t, y o u n e e d a s i n g l e,

To c o m p e t e in t o d a y s r e t a i l e n v i r o n m e n t, y o u n e e d a s i n g l e, Busiess Itelligece Software for Retail To c o m p e t e i t o d a y s r e t a i l e v i r o m e t, y o u e e d a s i g l e, comprehesive view of your busiess. You have to tur the decisio-makig of your

More information

leasing Solutions We make your Business our Business

leasing Solutions We make your Business our Business if you d like to discover how Bp paribas leasig Solutios Ca help you to achieve your goals please get i touch leasig Solutios We make your Busiess our Busiess We look forward to hearig from you you ca

More information

Making training work for your business

Making training work for your business Makig traiig work for your busiess Itegratig core skills of laguage, literacy ad umeracy ito geeral workplace traiig makes sese. The iformatio i this pamphlet will help you pla for ad build a successful

More information

A guide to School Employees' Well-Being

A guide to School Employees' Well-Being A guide to School Employees' Well-Beig Backgroud The public school systems i the Uited States employ more tha 6.7 millio people. This large workforce is charged with oe of the atio s critical tasks to

More information

CCH CRM Books Online Software Fee Protection Consultancy Advice Lines CPD Books Online Software Fee Protection Consultancy Advice Lines CPD

CCH CRM Books Online Software Fee Protection Consultancy Advice Lines CPD Books Online Software Fee Protection Consultancy Advice Lines CPD Books Olie Software Fee Fee Protectio Cosultacy Advice Advice Lies Lies CPD CPD facig today s challeges As a accoutacy practice, maagig relatioships with our cliets has to be at the heart of everythig

More information

CREATIVE MARKETING PROJECT 2016

CREATIVE MARKETING PROJECT 2016 CREATIVE MARKETING PROJECT 2016 The Creative Marketig Project is a chapter project that develops i chapter members a aalytical ad creative approach to the marketig process, actively egages chapter members

More information

Total Program Management for High-Tech

Total Program Management for High-Tech Total Program Maagemet for High-Tech ORGANIZE Makig Order Out of Chaos Sortig the requiremets, fidig the right resources, aligig the capabilities, ad creatig a cohesive Team Maagemet Effort are dautig

More information

the way we do things PROCESSES

the way we do things PROCESSES the way we thik the way we do thigs REORGANIZING/REENGINEERING asae Diversity + Iclusio Strategic Pla 2012 2014 1 ASAE s Diversity + Iclusio Commitmet made possible by Prepared by Ibis Cosultig Group www.asaeceter.org/diversity

More information

A Guide to Better Postal Services Procurement. A GUIDE TO better POSTAL SERVICES PROCUREMENT

A Guide to Better Postal Services Procurement. A GUIDE TO better POSTAL SERVICES PROCUREMENT A Guide to Better Postal Services Procuremet A GUIDE TO better POSTAL SERVICES PROCUREMENT itroductio The NAO has published a report aimed at improvig the procuremet of postal services i the public sector

More information

How to use what you OWN to reduce what you OWE

How to use what you OWN to reduce what you OWE How to use what you OWN to reduce what you OWE Maulife Oe A Overview Most Caadias maage their fiaces by doig two thigs: 1. Depositig their icome ad other short-term assets ito chequig ad savigs accouts.

More information

Wells Fargo Insurance Services Claim Consulting Capabilities

Wells Fargo Insurance Services Claim Consulting Capabilities Wells Fargo Isurace Services Claim Cosultig Capabilities Claim Cosultig Claims are a uwelcome part of America busiess. I a recet survey coducted by Fulbright & Jaworski L.L.P., large U.S. compaies face

More information

Agency Relationship Optimizer

Agency Relationship Optimizer Decideware Developmet Agecy Relatioship Optimizer The Leadig Software Solutio for Cliet-Agecy Relatioship Maagemet supplier performace experts scorecards.deploymet.service decide ware Sa Fracisco Sydey

More information

A GUIDE TO BUILDING SMART BUSINESS CREDIT

A GUIDE TO BUILDING SMART BUSINESS CREDIT A GUIDE TO BUILDING SMART BUSINESS CREDIT Establishig busiess credit ca be the key to growig your compay DID YOU KNOW? Busiess Credit ca help grow your busiess Soud paymet practices are key to a solid

More information

IntelliSOURCE Comverge s enterprise software platform provides the foundation for deploying integrated demand management programs.

IntelliSOURCE Comverge s enterprise software platform provides the foundation for deploying integrated demand management programs. ItelliSOURCE Comverge s eterprise software platform provides the foudatio for deployig itegrated demad maagemet programs. ItelliSOURCE Demad maagemet programs such as demad respose, eergy efficiecy, ad

More information

GoVal Group Government Consulting and Valuation Advisory Group. real. Real expertise. Real choices. Real value.

GoVal Group Government Consulting and Valuation Advisory Group. real. Real expertise. Real choices. Real value. GoVal Group Govermet Cosultig ad Valuatio Advisory Group real. Real expertise. Real choices. Real value. Novogradac s GoVal Group Specialized cosultig services from a idustry leader. real choices. A uique

More information

Grow your business with savings and debt management solutions

Grow your business with savings and debt management solutions Grow your busiess with savigs ad debt maagemet solutios A few great reasos to provide bak ad trust products to your cliets You have the expertise to help your cliets get the best rates ad most competitive

More information

CCH Accounts Production

CCH Accounts Production CCH Accouts Productio accouts productio facig today s challeges Preparig statutory ad fiacial accouts is a core activity for our practice, as it is for may professioal firms. Although legislatio ad accoutig

More information

facing today s challenges As an accountancy practice, managing relationships with our clients has to be at the heart of everything we do.

facing today s challenges As an accountancy practice, managing relationships with our clients has to be at the heart of everything we do. CCH CRM cliet relatios facig today s challeges As a accoutacy practice, maagig relatioships with our cliets has to be at the heart of everythig we do. That s why our CRM system ca t be a bolt-o extra it

More information

Agenda. Outsourcing and Globalization in Software Development. Outsourcing. Outsourcing here to stay. Outsourcing Alternatives

Agenda. Outsourcing and Globalization in Software Development. Outsourcing. Outsourcing here to stay. Outsourcing Alternatives Outsourcig ad Globalizatio i Software Developmet Jacques Crocker UW CSE Alumi 2003 jc@cs.washigto.edu Ageda Itroductio The Outsourcig Pheomeo Leadig Offshore Projects Maagig Customers Offshore Developmet

More information

optimise your investment in Microsoft technology. Microsoft Consulting Services from CIBER

optimise your investment in Microsoft technology. Microsoft Consulting Services from CIBER optimise your ivestmet i Microsoft techology. Microsoft Cosultig Services from Microsoft Cosultig Services from MICROSOFT CONSULTING SERVICES ca help with ay stage i the lifecycle of adoptig Microsoft

More information

PRICE BAILEY CHARITIES & NOT FOR PROFIT THE RIGHT ADVICE FOR LIFE

PRICE BAILEY CHARITIES & NOT FOR PROFIT THE RIGHT ADVICE FOR LIFE PRICE BAILEY CHARITIES & NOT FOR PROFIT THE RIGHT ADVICE FOR LIFE OUR EXPERTISE To arrage a meetig with a member of for more iformatio about Price Bailey, At Price Bailey, we recogise that charity ad ot-for-profit

More information

A Balanced Scorecard

A Balanced Scorecard A Balaced Scorecard with VISION A Visio Iteratioal White Paper Visio Iteratioal A/S Aarhusgade 88, DK-2100 Copehage, Demark Phoe +45 35430086 Fax +45 35434646 www.balaced-scorecard.com 1 1. Itroductio

More information

client communication

client communication CCH Portal cliet commuicatio facig today s challeges Like most accoutacy practices, we ow use email for most cliet commuicatio. It s quick ad easy, but we do worry about the security of sesitive data.

More information

INVESTING IN SOCIAL CHANGE TOOLS FOR SOCIAL INNOVATION

INVESTING IN SOCIAL CHANGE TOOLS FOR SOCIAL INNOVATION INVESTING IN SOCIAL CHANGE TOOLS FOR SOCIAL INNOVATION At Tides, we have bee workig for more tha 30 years with people like you to make the world a better place. Our missio is to parter with activists,

More information

Commercial Real Estate Women Network

Commercial Real Estate Women Network Commercial Real Estate Wome Network About CREW Network Fouded i 1989, CREW Network is the idustry s premier busiess etworkig orgaizatio dedicated to ifluecig the success of the commercial real estate idustry

More information

Full Lifecycle Project Cost Controls

Full Lifecycle Project Cost Controls Full Lifecycle Project Cost Cotrols EcoSys EPC is a ext geeratio plaig ad cost cotrols software solutio deliverig best practices for full lifecycle project cost maagemet i a itegrated, easy-to-use web

More information

Ideate, Inc. Training Solutions to Give you the Leading Edge

Ideate, Inc. Training Solutions to Give you the Leading Edge Ideate, Ic. Traiig News 2014v1 Ideate, Ic. Traiig Solutios to Give you the Leadig Edge New Packages For All Your Traiig Needs! Bill Johso Seior MEP - Applicatio Specialist Revit MEP Fudametals Ad More!

More information

Investing in Stocks WHAT ARE THE DIFFERENT CLASSIFICATIONS OF STOCKS? WHY INVEST IN STOCKS? CAN YOU LOSE MONEY?

Investing in Stocks WHAT ARE THE DIFFERENT CLASSIFICATIONS OF STOCKS? WHY INVEST IN STOCKS? CAN YOU LOSE MONEY? Ivestig i Stocks Ivestig i Stocks Busiesses sell shares of stock to ivestors as a way to raise moey to fiace expasio, pay off debt ad provide operatig capital. Ecoomic coditios: Employmet, iflatio, ivetory

More information

Enhancing Oracle Business Intelligence with cubus EV How users of Oracle BI on Essbase cubes can benefit from cubus outperform EV Analytics (cubus EV)

Enhancing Oracle Business Intelligence with cubus EV How users of Oracle BI on Essbase cubes can benefit from cubus outperform EV Analytics (cubus EV) Ehacig Oracle Busiess Itelligece with cubus EV How users of Oracle BI o Essbase cubes ca beefit from cubus outperform EV Aalytics (cubus EV) CONTENT 01 cubus EV as a ehacemet to Oracle BI o Essbase 02

More information

(VCP-310) 1-800-418-6789

(VCP-310) 1-800-418-6789 Maual VMware Lesso 1: Uderstadig the VMware Product Lie I this lesso, you will first lear what virtualizatio is. Next, you ll explore the products offered by VMware that provide virtualizatio services.

More information

CCH Practice Management

CCH Practice Management 1 CCH Practice Maagemet practice maagemet facig today s challeges Every year it seems we face more regulatios, growig cliet expectatios ad lower margis o our compliace work. It s a tough time for a accoutig

More information

Information for Programs Seeking Initial Accreditation

Information for Programs Seeking Initial Accreditation Iformatio for Programs Seekig Iitial Accreditatio Aswers to Frequetly- Asked-Questios (from www.abet.org/ew-to-accreditatio/) Assurig Quality l Stimulatig Iovatio This documet iteds to aswer may of the

More information

FOCUS 2015 PATHWAYS EXTRAORDINARY EXPERIENCES COMMUNITY CONNECTIONS OPERATIONAL EXCELLENCE STRATEGIC PLAN. INSPIRE n TRANSFORM n CONNECT

FOCUS 2015 PATHWAYS EXTRAORDINARY EXPERIENCES COMMUNITY CONNECTIONS OPERATIONAL EXCELLENCE STRATEGIC PLAN. INSPIRE n TRANSFORM n CONNECT INSPIRE TRANSFORM CONNECT FOCUS 2015 STRATEGIC PLAN PATHWAYS EXTRAORDINARY EXPERIENCES COMMUNITY CONNECTIONS OPERATIONAL EXCELLENCE FOCUS 2015 is our refreshed strategic pla that builds o ad stregthes

More information

LEASE-PURCHASE DECISION

LEASE-PURCHASE DECISION Public Procuremet Practice STANDARD The decisio to lease or purchase should be cosidered o a case-by case evaluatio of comparative costs ad other factors. 1 Procuremet should coduct a cost/ beefit aalysis

More information

FPO. A global telecom s strategy. for Canada

FPO. A global telecom s strategy. for Canada FPO A global telecom s strategy for Caada A global telecom s strategy for Caada Global telecommuicatios compaies that support multi-atioal corporatios (MNC) are tasked with providig a cosistet cliet experiece

More information

TIAA-CREF WEALTH MANAGEMENT A HIGHLY PERSONALIZED, SOPHISTICATED SERVICE DESIGNED TO MATCH ONE OBJECTIVE: YOURS

TIAA-CREF WEALTH MANAGEMENT A HIGHLY PERSONALIZED, SOPHISTICATED SERVICE DESIGNED TO MATCH ONE OBJECTIVE: YOURS TIAA-CREF WEALTH MANAGEMENT A HIGHLY PERSONALIZED, SOPHISTICATED SERVICE DESIGNED TO MATCH ONE OBJECTIVE: YOURS TIAA-CREF: FINANCIAL SERVICES FOR THE GREATER GOOD. OUR HISTORY We are TIAA-CREF. A full-service

More information

Your support connection

Your support connection Your support coectio Cosultig ad outsourced support for isurace ad reisurace compaies Cosultig ad outsourced support for isurace ad reisurace compaies With a global staff of over 500 professioals i Europe

More information

France caters to innovative companies and offers the best research tax credit in Europe

France caters to innovative companies and offers the best research tax credit in Europe 1/5 The Frech Govermet has three objectives : > improve Frace s fiscal competitiveess > cosolidate R&D activities > make Frace a attractive coutry for iovatio Tax icetives have become a key elemet of public

More information

DC College Savings Plan Helping Children Reach a Higher Potential

DC College Savings Plan Helping Children Reach a Higher Potential 529 DC College Savigs Pla Helpig Childre Reach a Higher Potetial reach Sposored by Govermet of the District of Columbia Office of the Mayor Office of the Chief Fiacial Officer Office of Fiace ad Treasury

More information

Domain 1: Designing a SQL Server Instance and a Database Solution

Domain 1: Designing a SQL Server Instance and a Database Solution Maual SQL Server 2008 Desig, Optimize ad Maitai (70-450) 1-800-418-6789 Domai 1: Desigig a SQL Server Istace ad a Database Solutio Desigig for CPU, Memory ad Storage Capacity Requiremets Whe desigig a

More information

ContactPro Desktop for Multi-Media Contact Center

ContactPro Desktop for Multi-Media Contact Center CotactPro Desktop for Multi-Media Cotact Ceter CCT CotactPro (CP) is the perfect solutio for the aget desktop i a Avaya multimedia call ceter eviromet. CotactPro empowers agets to efficietly serve customers

More information

One Goal. 18-Months. Unlimited Opportunities.

One Goal. 18-Months. Unlimited Opportunities. 18 fast-track 18-Moth BACHELOR S DEGREE completio PROGRAMS Oe Goal. 18-Moths. Ulimited Opportuities. www.ortheaster.edu/cps Fast-Track Your Bachelor s Degree ad Career Goals Complete your bachelor s degree

More information

AGC s SUPERVISORY TRAINING PROGRAM

AGC s SUPERVISORY TRAINING PROGRAM AGC s SUPERVISORY TRAINING PROGRAM Learig Today...Leadig Tomorrow The Kowledge ad Skills Every Costructio Supervisor Must Have to be Effective The Associated Geeral Cotractors of America s Supervisory

More information

Supply Chain Management

Supply Chain Management Supply Chai Maagemet Douglas M. Lambert, Ph.D. The Raymod E. Maso Chaired Professor ad Director, The Global Supply Chai Forum Supply Chai Maagemet is NOT a New Name for Logistics The Begiig of Wisdom Is

More information

Digital Enterprise Unit. White Paper. Web Analytics Measurement for Responsive Websites

Digital Enterprise Unit. White Paper. Web Analytics Measurement for Responsive Websites Digital Eterprise Uit White Paper Web Aalytics Measuremet for Resposive Websites About the Authors Vishal Machewad Vishal Machewad has over 13 years of experiece i sales ad marketig, havig worked as a

More information

Handling. Collection Calls

Handling. Collection Calls Hadlig the Collectio Calls We do everythig we ca to stop collectio calls; however, i the early part of our represetatio, you ca expect some of these calls to cotiue. We uderstad that the first few moths

More information

Trustwave Leverages OEM Partnerships to Deepen SIEM Market Penetration

Trustwave Leverages OEM Partnerships to Deepen SIEM Market Penetration Trustwave Leverages OEM Parterships to Deepe SIEM Market Peetratio Accelerated lauch of ew security appliaces delivers reveue growth with assist from UNICOM Egieerig ad Dell OEM Solutios Itroductio Trustwave

More information

Ken blanchard college of business

Ken blanchard college of business Ke blachard College of BUSINESS a history of excellece Established i 1949, Grad Cayo Uiversity has more tha a 60-year track record of helpig studets achieve their academic goals. The Ke Blachard College

More information

PUBLIC RELATIONS PROJECT 2016

PUBLIC RELATIONS PROJECT 2016 PUBLIC RELATIONS PROJECT 2016 The purpose of the Public Relatios Project is to provide a opportuity for the chapter members to demostrate the kowledge ad skills eeded i plaig, orgaizig, implemetig ad evaluatig

More information

How To Find FINANCING For Your Business

How To Find FINANCING For Your Business How To Fid FINANCING For Your Busiess Oe of the most difficult tasks faced by the maagemet team of small busiesses today is fidig adequate fiacig for curret operatios i order to support ew ad ogoig cotracts.

More information

WHAT IS YOUR PRIORITY?

WHAT IS YOUR PRIORITY? MOVE AHEAD The uderlyig priciples of soud ivestmet should ot alter from decade to decade, but the applicatio of these priciples must be adapted to sigificat chages i the fiacial mechaisms ad climate. BENJAMIN

More information

The Forgotten Middle. research readiness results. Executive Summary

The Forgotten Middle. research readiness results. Executive Summary The Forgotte Middle Esurig that All Studets Are o Target for College ad Career Readiess before High School Executive Summary Today, college readiess also meas career readiess. While ot every high school

More information

How To Write A Privacy Policy For A Busiess

How To Write A Privacy Policy For A Busiess Office of the Privacy Commissioer of Caada PIPEDA Privacy Guide for Small Busiesses: The Basics Privacy is the best policy Hadlig privacy cocers correctly ca help improve your orgaizatio s reputatio. Whe

More information

INVESTMENT PERFORMANCE COUNCIL (IPC) Guidance Statement on Calculation Methodology

INVESTMENT PERFORMANCE COUNCIL (IPC) Guidance Statement on Calculation Methodology Adoptio Date: 4 March 2004 Effective Date: 1 Jue 2004 Retroactive Applicatio: No Public Commet Period: Aug Nov 2002 INVESTMENT PERFORMANCE COUNCIL (IPC) Preface Guidace Statemet o Calculatio Methodology

More information

RECRUITMENT TRENDS SURVEY RESULTS

RECRUITMENT TRENDS SURVEY RESULTS RECRUITMENT TRENDS SURVEY RESULTS 2 15 It s bee a turbulet few years for recruiters of academic, research ad sciece staff with ecoomic dowturs, icreased competitio ad a variety of ew chaels ad techologies.

More information

Introducing Your New Wells Fargo Trust and Investment Statement. Your Account Information Simply Stated.

Introducing Your New Wells Fargo Trust and Investment Statement. Your Account Information Simply Stated. Itroducig Your New Wells Fargo Trust ad Ivestmet Statemet. Your Accout Iformatio Simply Stated. We are pleased to itroduce your ew easy-to-read statemet. It provides a overview of your accout ad a complete

More information

Prescribing costs in primary care

Prescribing costs in primary care Prescribig costs i primary care LONDON: The Statioery Office 13.50 Ordered by the House of Commos to be prited o 14 May 2007 REPORT BY THE COMPTROLLER AND AUDITOR GENERAL HC 454 Sessio 2006-2007 18 May

More information

Business Process Services. White Paper. Smart Ways to Implement Smart Meters: Using Analytics for Actionable Insights and Optimal Rollout

Business Process Services. White Paper. Smart Ways to Implement Smart Meters: Using Analytics for Actionable Insights and Optimal Rollout Busiess Process Services White Paper Smart Ways to Implemet Smart Meters: Usig Aalytics for Actioable Isights ad Optimal Rollout About the Authors Sumit Joshi Sumit is part of the Aalytics ad Isights team

More information

ELearning courses Competition / Antitrust

ELearning courses Competition / Antitrust ELearig courses Competitio / Atitrust Clifford Chace ad Thomso Reuters elearig Regulators are takig a icreasigly tough stace o competitio / atitrust compliace. Failure to comply with the relevat legislatio

More information

Configuring Additional Active Directory Server Roles

Configuring Additional Active Directory Server Roles Maual Upgradig your MCSE o Server 2003 to Server 2008 (70-649) 1-800-418-6789 Cofigurig Additioal Active Directory Server Roles Active Directory Lightweight Directory Services Backgroud ad Cofiguratio

More information

GOOD PRACTICE CHECKLIST FOR INTERPRETERS WORKING WITH DOMESTIC VIOLENCE SITUATIONS

GOOD PRACTICE CHECKLIST FOR INTERPRETERS WORKING WITH DOMESTIC VIOLENCE SITUATIONS GOOD PRACTICE CHECKLIST FOR INTERPRETERS WORKING WITH DOMESTIC VIOLENCE SITUATIONS I the sprig of 2008, Stadig Together agaist Domestic Violece carried out a piece of collaborative work o domestic violece

More information

Advancement FORUM. www.acmaweb.org/advancement CULTIVATING LEADERS IN CASE MANAGEMENT

Advancement FORUM. www.acmaweb.org/advancement CULTIVATING LEADERS IN CASE MANAGEMENT H E A L T H C A R E D E L I V E R Y S Y S T E M C A S E M A N A G E M E N T E D U C A T I O N Advacemet FORUM CULTIVATING LEADERS IN CASE MANAGEMENT DATES AND LOCATIONS LOS ANGELES, CA DECEMBER 11 DALLAS,

More information

Public Safety Canada. Internal Audit of Talent Management. Final Audit Report

Public Safety Canada. Internal Audit of Talent Management. Final Audit Report Public Safety Caada Iteral Audit of Talet Maagemet Fial Audit Report November 2011 Audit of Talet Maagemet Table of Cotets 1.0 Executive Summary 3 2.0 Backgroud 10 2.1 Audit Objective 11 2.2 Audit Scope

More information

What is IT Governance?

What is IT Governance? 30 Caada What is IT Goverace? ad why is it importat for the IS auditor By Richard Brisebois, pricipal of IT Audit Services, Greg Boyd, Director ad Ziad Shadid, Auditor. from the Office of the Auditor Geeral

More information

Preserving Your Financial Legacy with Life Insurance Premium Financing.

Preserving Your Financial Legacy with Life Insurance Premium Financing. Preservig Your Fiacial Legacy with Life Isurace Premium Fiacig. Prepared by: Keeth M. Fujita, Natioal Director, The Private Bak Specialty Fiace Group Life Isurace Premium Fiace. James Mosrie, Seior Wealth

More information

An Approach to Fusion CRM Adoption

An Approach to Fusion CRM Adoption White Paper A Approach to Fusio CRM Adoptio May eterprise customers are ivestig time ad effort to evaluate how ext-geeratio Oracle eterprise applicatios will chage iteractios with iteral ad exteral stakeholders.

More information

U.S.-Based Project Centers Offer Superior Effectiveness Over Offshore in CRM Implementations

U.S.-Based Project Centers Offer Superior Effectiveness Over Offshore in CRM Implementations U.S.-Based Project Ceters Offer Superior Effectiveess Over Offshore i CRM Implemetatios A Eagle Creek Software Services White Paper, 2012 Today s busiess eviromet is more competitive tha ever. I order

More information

Evaluating Model for B2C E- commerce Enterprise Development Based on DEA

Evaluating Model for B2C E- commerce Enterprise Development Based on DEA , pp.180-184 http://dx.doi.org/10.14257/astl.2014.53.39 Evaluatig Model for B2C E- commerce Eterprise Developmet Based o DEA Weli Geg, Jig Ta Computer ad iformatio egieerig Istitute, Harbi Uiversity of

More information

Creating a Culture of Health

Creating a Culture of Health Creatig a Culture of Health Creatig a culture of health is vital to improvig the health ad productivity of your workforce ad your bottom lie. To establish the right foudatio, you must have the right programs

More information

The ERP Card-Solution. The power, control and efficiency of ERP combined with the ease-of-use and financial benefits of a P-Card.

The ERP Card-Solution. The power, control and efficiency of ERP combined with the ease-of-use and financial benefits of a P-Card. The ERP Card-Solutio Xpoetial - It's about Itegratio The power, cotrol ad efficiecy of ERP combied with the ease-of-use ad fiacial beefits of a P-Card. TM poetial The ERP-Card Solutio P-Cards ad ERP For

More information

InventoryControl. The Complete Inventory Tracking Solution for Small Businesses

InventoryControl. The Complete Inventory Tracking Solution for Small Businesses IvetoryCotrol The Complete Ivetory Trackig Solutio for Small Busiesses Regular Logo 4C Productivity Solutios for Small Busiesses Logo Outlie Get i cotrol of your ivetory with Wasp Ivetory Cotrol the complete

More information

Security Functions and Purposes of Network Devices and Technologies (SY0-301) 1-800-418-6789. Firewalls. Audiobooks

Security Functions and Purposes of Network Devices and Technologies (SY0-301) 1-800-418-6789. Firewalls. Audiobooks Maual Security+ Domai 1 Network Security Every etwork is uique, ad architecturally defied physically by its equipmet ad coectios, ad logically through the applicatios, services, ad idustries it serves.

More information

The future of global data management is here: modular, scalable and integrated. MasterCard smartdata.gen2

The future of global data management is here: modular, scalable and integrated. MasterCard smartdata.gen2 The future of global data maagemet is here: modular, scalable ad itegrated MasterCard smartdata.ge2 Revolutioize your data. Trasform your busiess. MasterCard smartdata.ge2 is a revolutioary web-based

More information

ODBC. Getting Started With Sage Timberline Office ODBC

ODBC. Getting Started With Sage Timberline Office ODBC ODBC Gettig Started With Sage Timberlie Office ODBC NOTICE This documet ad the Sage Timberlie Office software may be used oly i accordace with the accompayig Sage Timberlie Office Ed User Licese Agreemet.

More information

A U T O M O T I V E I dustry Sapshot Growth Patter Two primary compoets of the automotive idustry are automotive services ad maufacturig (Source: U S Bureau of Ecoomic Aalysis) With respect to 2001 Gross

More information

Document Control Solutions

Document Control Solutions Documet Cotrol Solutios State of the art software The beefits of Assai Assai Software Services provides leadig edge Documet Cotrol ad Maagemet System software for oil ad gas, egieerig ad costructio. AssaiDCMS

More information

Baan Service Master Data Management

Baan Service Master Data Management Baa Service Master Data Maagemet Module Procedure UP069A US Documetiformatio Documet Documet code : UP069A US Documet group : User Documetatio Documet title : Master Data Maagemet Applicatio/Package :

More information

Diploma in Secretarial Administration

Diploma in Secretarial Administration Istitute of Fiace Diploma i Secretarial Admiistratio Awarded by the Lodo Chamber of Commerce ad Idustry (LCCI) Startig October 2007 ope for erollmet from July 2007 Be smart start right eroll ow! Eglish

More information

My first gold holdings. My first bank. Simple. Transparent. Individual. Our investment solutions for clients abroad.

My first gold holdings. My first bank. Simple. Transparent. Individual. Our investment solutions for clients abroad. My first gold holdigs. My first bak. Simple. Trasparet. Idividual. Our ivestmet solutios for cliets abroad. The perfect basis for workig together successfully The wheel of time is turig faster tha ever

More information

3G Security VoIP Wi-Fi IP Telephony Routing/Switching Unified Communications. NetVanta. Business Networking Solutions

3G Security VoIP Wi-Fi IP Telephony Routing/Switching Unified Communications. NetVanta. Business Networking Solutions 3G Security VoIP Wi-Fi IP Telephoy Routig/Switchig Uified Commuicatios NetVata Busiess Networkig Solutios Opportuity to lower Total Cost of Owership ad improve Retur o Ivestmet The ADTRAN Advatage ADTRAN

More information

Product Manager. Integrated management of intellectual property and workflows from pre-acquisition to post-production

Product Manager. Integrated management of intellectual property and workflows from pre-acquisition to post-production Product Maager Itegrated maagemet of itellectual property ad workflows from pre-acquisitio to post-productio Iformatio or frustratio? Publishig processes geerate a wealth of iformatio: about works, iteratios,

More information

Platform Solution. White Paper. Transaction Based Pricing in BPO: In Tune with Changing Times

Platform Solution. White Paper. Transaction Based Pricing in BPO: In Tune with Changing Times Platform Solutio White Paper Trasactio Based Pricig i BPO: I Tue with Chagig Times About the Author(s) Raj Agrawal Curret Desigatio Raj heads the Platform Solutios Uit at TCS. I his career spaig over 19

More information

ANALYTICS. Insights that drive your business

ANALYTICS. Insights that drive your business ANALYTICS Isights that drive your busiess Eterprises are trasformig their busiesses by supplemetig their databases with real ad up-to-date customer data. Aalytics, as a catalyst, refies raw data ad aligs

More information

How to read A Mutual Fund shareholder report

How to read A Mutual Fund shareholder report Ivestor BulletI How to read A Mutual Fud shareholder report The SEC s Office of Ivestor Educatio ad Advocacy is issuig this Ivestor Bulleti to educate idividual ivestors about mutual fud shareholder reports.

More information

An Introduction to Logistics and the Supply Chain. An Introduction To Logistics And The Supply Chain

An Introduction to Logistics and the Supply Chain. An Introduction To Logistics And The Supply Chain Departmet of Global Busiess ad Trasportatio A Itroductio to Logistics ad the Supply Chai Itroductio Cosider bottled water. Abstract Oft times I have foud that studets come ito a course that assumes they

More information

Enabling Offshore Collaboration in German Engineering Services

Enabling Offshore Collaboration in German Engineering Services White Paper Eablig Offshore Collaboratio i Germa Egieerig Services Germa egieerig compaies, who are market leaders i their respective domais, are experiecig challeges i terms of acquirig sufficiet egieerig

More information

Benefits of CRM Going Social

Benefits of CRM Going Social White Paper Beefits of CRM Goig Social The era of the passive customer is goe ad a ew cocept, that of the social customer has evolved. The customer of today is vocal expressig his thoughts about the products

More information

Optimal control of water supply systems

Optimal control of water supply systems Optimal cotrol of water supply systems Cotext OPIR Predictio: improved performace ad optimal water quality The past te years have witessed a tred toward improvig drikig water productio ad distributio by

More information

Optimize your Network. In the Courier, Express and Parcel market ADDING CREDIBILITY

Optimize your Network. In the Courier, Express and Parcel market ADDING CREDIBILITY Optimize your Network I the Courier, Express ad Parcel market ADDING CREDIBILITY Meetig today s challeges ad tomorrow s demads Aswers to your key etwork challeges ORTEC kows the highly competitive Courier,

More information

insight reporting solutions

insight reporting solutions reportig solutios Create ad cotrol olie customized score reports to measure studet progress ad to determie ways to improve istructio. isight Customized Reportig empowers you to make data-drive decisios.

More information