Agenda Management understands that one of an association’s primary goals is to provide your members with the highest quality service.
To assist in achieving this, we maintain detailed membership databases which allow for fast and accurate communication with members. Our systems are Microsoft Access based and interface flawlessly with the Microsoft Office suite of software we utilise in our day-to-day operations.
Our membership management processes comprise:
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Maintenance of detailed member records
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Preparation and distribution of membership subscription notices and follow-ups on overdue or outstanding membership fees
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Receipting and banking of payments, including credit card processing
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Processing of new member applications
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New member welcome letters, kits and allocation of entitlements
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Attending to membership enquiries from existing and potential members
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Member communications, both electronic and hard copy
Association Management
Agenda Management provides the full range of support services for management committee meetings, professional development workshops and seminars, and annual general meetings.
Services encompass:
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Preparation and circulation of meeting agendas, minutes, action checklists
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Financial reports, correspondence lists and other papers as required
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Venue liaison, arrangement of catering and audio visual equipment
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Attendance at management committee meetings, either face to face or via teleconference, and minute taking
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Preparation and follow up of action checklists
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Preparation and circulation of event notices and flyers
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Speaker liaison and travel and accommodation co-ordination
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Attendance at seminars and workshops and management of event registration
We see our role in meeting administration as performing the day-to-day tasks necessary to ensure that meetings and events run efficiently and professionally and performing those tasks which usually fall on the shoulders of voluntary or honorary office bearers and committee members.
Meetings
Agenda Management offers a comprehensive financial management solution for one of the most onerous and time-consuming aspects of association operations. We maintain financial records with MYOB accounting software and can manage all aspects of financial recording and reporting including:
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Receipting and banking of all monies
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Membership subscription invoicing
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Debtor and creditor maintenance
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Credit card processing
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GST reconciliation and reporting including remittance of Business Activity Statements
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Co-ordination of annual audit and liaison with auditors
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Preparation of financial reports including balance sheet, profit and loss statement, debtor and creditor reports, cash disbursement and cash receipt reports and bank reconciliation statements
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Statutory reporting requirements such as annual returns and ASIC reporting
Financial Administration
Membership Management
