Tag
Asset Management
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The Most Expensive Thing Your Association Owns Is the Money It Won’t Spend
The reserve policy review is usually the calmest item on the agenda. The finance committee pulls up the…
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Leadership Lessons Learned from Federal Agency Compliance Reviews
Organizational leaders receiving federal funding should be prepared to quickly respond to targeted reviews of their accounting practices…
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ERISA Fiduciary Oversight Is No Longer Just a Retirement Plan Issue
For many associations, fiduciary oversight under the Employee Retirement Income Security Act (ERISA) has historically been associated primarily…
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How Unified Financial Management Reshapes Multi-Chapter Orgs
Managing finances across dozens of local chapters is one of the biggest challenges for national associations. While local…
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MembershipArticleOver 1 year old
Revenue Recognition for Membership Dues: Four Best Practices
Membership dues likely make up a large portion of your association’s revenue. They allow your organization to provide…
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GovernanceArticleOver 2 years old
You Can’t Manage What You Can’t Measure
You've perhaps heard the phrase, "If you can't measure it, you can't manage it," typically attributed to famed…
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MembershipArticleOver 2 years old
Conceptually Divorcing Membership and Revenue
A Shifting Paradigm In a world where membership and revenue were historically inseparable, associations thrived on a model…
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GovernanceArticleOver 2 years old
Why Environmental, Social, and Governance Principles Are Good for Everyone—Including Members
ESG—which stands for environmental, social, and governance—refers to the three key factors when measuring the sustainability and ethical…
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GovernanceArticleOver 2 years old
Three Lessons Learned From a Decade of Reserve Investing Research
Launched in 2012, the annual Study on Nonprofit Investing (SONI) for associations asked organizations about their reserves and…
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LearningArticleOver 2 years old
Advice for Dealing With the Roller Coaster Stock Market This Year
On June 16, 1884, the Switchback Railway debuted in New York City’s Coney Island as America’s first roller…
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MembershipArticleOver 2 years old
Don’t Miss Out on This Unexpected Source of Nondues Revenue
Recently, I became a conservator for my father in order to protect his finances after he fell victim…
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Organizational StrategyArticleOver 5 years old
A Look at the Financial Policies That Helped Three Groups Navigate the Pandemic
No two associations are identical. Revenue streams and concentrations, reserve policies, and liquidity vary. As a result, different…
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OperationsArticleOver 5 years old
How Association Investments Weathered the Pandemic
While 2020 was a tumultuous year, a recent benchmarking report indicates that association leaders remained steady in their…
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GovernanceArticleOver 5 years old
Four Ways Investment Committees Can Be Proactive Post-Pandemic
For the past year and a half, with membership revenues challenged and conferences canceled or scaled back, many…
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GovernanceArticleOver 5 years old
The ABCs of Environmental, Social, and Governance Investing
The heartbreaking events of 2020 highlighted systemic issues locally and globally. We couldn’t watch TV or read the…
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Executive LeadershipArticleOver 5 years old
Compare Your CEO Compensation, Benchmark Your Reserves
Two recent ASAE Research Foundation studies underscore the application of benchmarking evidence in decision making. The first, the…
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GovernanceArticleOver 5 years old
Essentials for Monitoring Your Association’s Investment Portfolio Performance
In 1983, a group of elderly women met in a church basement in Beardstown, Illinois, and decided to…
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Organizational StrategyArticleOver 5 years old
How to Decide Your Portfolio’s Cash Allocation During a Pandemic Economy
Over the past 30 years—spanning four bull and bear markets—an allocation to cash as part of a diversified…
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Organizational StrategyArticleOver 5 years old
In the Wake of COVID-19, Is It Time to Revisit Investment Norms?
The global pandemic has challenged long-standing assumptions held by many associations, forcing some to adapt their business models…
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MembershipArticleOver 5 years old
Will Old Investment Policies Work in a COVID-19 World?
There’s no question that the last several months have been anything but business as usual for most membership…
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Organizational StrategyArticleOver 5 years old
How to Use Financial Modeling to Project Future Investment Reserve Balances
It is said that in the summer of 1913 in the small nation of Monaco, a statistically improbable…
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OperationsArticleOver 5 years old
What Your IT Department Needs to Be Considering Now: Asset Management
Laptops, monitors, and other devices went home with employees months ago, and your organization may have had to…
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GovernanceArticleOver 5 years old
How to Manage Your Reserve Fund in the COVID-19 Era
Associations have been managing storms on many fronts these last few weeks, and one of them has been…
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OperationsArticleOver 5 years old
Four Ways the Fed’s Interest Rate Cut Could Affect Your Association
At the Federal Open Market Committee’s (FOMC) September meeting, they agreed to make their second cut of the…
