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Thursday, July 18, 2019 02:36 PM

AMC Institute Bylaws

Click here to view the AMC Institute bylaws.

Code of Ethics and Professional Practice 

Association management firms holding membership in the AMC Institute (formerly International Association of Association Management Companies) pledge, as part of their membership obligation, to observe formal ethical and professional standards as permitted by laws.

Purposes

The Code of Ethics and Professional Practice signifies AMC Institute members' commitment to maintain a high level of ethics, public service and professional conduct and to declare that, in return for the faith placed in them, they accept an obligation to conduct their business in a manner that will be beneficial to clients, potential clients, colleagues, members of allied professions and the public.

The code, which has evolved out of the experience of members since AMC Institute was incorporated in 1964, gives clients a basis for confidence that members will serve them in accordance with exemplary standards of competence, objectivity and integrity.

The Professional Obligation

The reliance of association leaders on the leadership and counsel of association management companies imposes on the industry an obligation to maintain high standards of integrity and competence. To this end, members of AMC Institute agree to:

  • place the interests of clients and prospective clients ahead of their own;
  • maintain independence of thought and action;
  • hold affairs of the clients in strict confidence;
  • strive to improve the professional skills of their staffs;
  • observe and advance professional standards of association management;
  • uphold the honor and dignity of the industry;
  • accept from staff members no less than the highest standards of professional conduct;

In recognition of the public interest and their obligation to the industry, AMC Institute members and their staffs have agreed to comply with the following articles:

Basic Responsibilities to Clients

We will place the interests of clients ahead of our own and serve them with integrity, competence and independence. We will assume an independent position with each client, making certain that advice to clients is based on impartial consideration of pertinent facts and responsible opinions.

We will guard as confidential all information concerning the affairs of clients that we gather during the course of professional engagements. We will not take personal, financial or other advantage of material or information coming to our attention as a result of our relationship with clients; nor will we provide the basis on which others might take such advantage.

We will not serve two or more competing clients, or clients in any known adversarial relationship, without their knowledge and consent. Under certain circumstances we recognize that an adversarial relationship may be such that service to a client is inappropriate and we would have to discontinue our relationship.

We will inform clients of any relationships, circumstances or interests that might influence our judgment of the objectivity of our services.

As members of AMC Institute we will share with our colleagues' innovations that contribute to the enhancement of association management company operations. We will not knowingly, without a client's permission, share data, procedures, materials or techniques that are the property of the client.

Client Arrangements

We will accept only those engagements we are qualified to undertake and which we believe will provide tangible benefits to clients. We will assign personnel qualified by knowledge, experience and character to provide effective service. A principal of the firm will be responsible for the firm's performance.

We will, before accepting an engagement, confer with the prospective client in sufficient detail and gather sufficient facts to gain an adequate understanding of the client's needs. The preliminary exploration will be conducted confidentially, on terms and conditions agreed upon by the member and the prospective client.

We will make certain that the client received a written proposal that outlines the objectives, scope and estimated fees or fee basis for proposed service. After a relationship with a client has been established, we will discuss with them any significant changes in the nature, scope, timing, fees or any modifications to the relationship before acting.

We will serve each client on an individual basis, maintaining each association's independence.

We will not serve a client under terms or conditions that might impair our objectivity, independence or integrity. We will reserve the right to withdraw from a relationship if conditions beyond our control develop to interfere with the successful conduct of the engagement.

Client Fees and Charges

Determination of fees requires consideration of many factors including the nature of the services performed; the time required; the management firm's experience, ability and reputation; the degree of responsibility assumed; and the benefits that accrue to the client. We will charge fees that are commensurate with these factors.

We will clearly set forth the nature and scope of all fees, charges, expenses and other costs to be charged to a client prior to accepting an engagement.

We will maintain client funds separately from our own and from those of other clients.

We will not incur fees, charges, expenses, other costs or financial commitments beyond the policies and budgets of our clients without their prior approval.

We will not accept commissions or rebates of any type on products or services purchased for our clients without informing them of our policy in advance.

The Industry Obligation

In order to promote the highest quality of performance in the operation of association management companies, AMC Institute member firms pledge to assume leadership responsibility for the enhancement of the independent investor-owned association management company industry.

Basic Responsibilities to Our Industry

We will strive to advance and protect the standards of the association management company industry. We will strive to improve our knowledge, skills and techniques, and will make available to our clients the benefits of our professional attainments.

We recognize our responsibilities to our clients, to the public interest and to our industry to contribute to the development and understanding of better ways to manage associations. By reasons of education, experience and broad contact with a variety of associations, management companies are especially qualified to recognize opportunities for improving the management of these groups and recognize an obligation to share knowledge with colleagues in the industry.

We will regularly evaluate the quality of the work done by our staff to assure consistent professional quality.

If we are approached by employees of a client's members or of other management firms regarding employment in our firm, or in that of a client, we will handle each incidence in a way which will be legally correct as well as equitable to all parties.

We will not solicit employees of a client's members for employment by us or by others, except with the consent of the client.

We will administer the internal and external affairs of our firm in the best interest of our industry.

We will not advertise our services in a manner that is derogatory to the dignity or integrity of our industry.

We will strive to broaden public understanding of the association management industry's role. By doing so, association management companies will inspire confidence and garner support, further establishing their important function in today's society.

We will conduct ourselves so as to reflect credit on the industry and to inspire the respect and trust of clients and the public. In the course of our practice we will strive to maintain a professional attitude toward those we serve, toward those who assist us in our practice, toward our peers and toward members of allied organizations.

 
Wednesday, July 17, 2019 12:14 PM

Partner Profile - Omnipress

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TRENDS AND HOT TOPICS

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MEMBER SPOTLIGHT

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Monday, July 15, 2019 09:04 AM
 

Opportunity in Disruption
August 9-10, 2019
Greater Columbus Convention Center
Columbus, OH

Registration   Housing   Location   Program   Sponsors   2020 AMCs Engaged


 

Join us for the 2019 AMCs Engaged! Conference Friday, August 9 and Saturday, August 10, 2019 in Columbus, OH!

AMCs Engaged! is tailored to meet the unique challenges of the AMC community and help professionals prepare for
the changing business landscape. Whether you're part of the leadership team of an experienced association
management company, a new owner navigating the first few years, or an entrepreneur investigating the strengths of
the AMC model, you can join your peers for a day and a half deep-diving into current trends and topics impacting
the AMC community. During the sessions, hear about potential future trends, brand forethought, and best-practice
company experiences. Your time will be enhanced by making connections with other professionals that provide
management solutions. 
See below for more information about registration, housing, and the program.

      AMCs Engaged! meeting is offered as a focused, day and a half pre-conference
  program 
prior to the ASAE Annual MeetingThis collaboration provides
  educational and networking opportunities that are not available through other
  sources and allows AMC members to gain insightful knowledge and make
  contacts that provide value year round. If you are planning to attend ASAEs
  Annual Meeting, you will need to register separately on their website. Don’t
  forget to stop by and visit AMCI at booth 609 on the exhibitor show floor!


 

Registration is onsite at this time.

 

Category Price
AMCI Member   $695.00 
Non-Member - Association Management Company*    $995.00 


*If you are with an Association Management Company that is not a member of the AMC Institute, please contact Heather Koolmeyer at [email protected] or 703-570-8955 to register for AMCs Engaged! 
 

Please note: Vendors/suppliers who are not members of AMCI are not permitted to attend AMCs Engaged!

CANCELLATION

The refund policy is as follows:
Cancellations received 60 days prior to meeting date will receive a full refund minus a $75 handling fee. 
Cancellations received 59-30 days prior to the meeting date will receive a 50% refund.
Cancellations received less than 30 days prior to the meeting date or cancellations received during the meeting are not refundable.

To cancel a registration, please e-mail Heather Koolmeyer at [email protected].

HOUSING

ASAE has several room blocks with a variety of hotels near the Greater Columbus Convention Center.
To book your hotel stay within the ASAE room block, click here.

LOCATION

Greater Columbus Convention Center
400 N High St
Columbus, OH 43215


PROGRAM(subject to change)

FRIDAY - AUGUST 9, 2019

Time  Event 
1:00 - 5:00 PM  Registration
2:00 - 5:00 PM  General Session

Tidal Wave of RFPs – Are You Ready to Swim or Will You Sink?
Jaime Nolan, CAE, Skip Rock Consulting

During this facilitated discussion, we will look at: 
• Trends with RFPs – Frequency and Turnaround Times
• New Requests from Search Committees and/or Search Consultants including
questions on financial stability of the AMC 
• How will the anticipated CEO transitions impact the frequency of RFPs
• Quickly sizing up an RFP and whether it is a good fit for your firm – what
are core criteria that AMC’s can use to evaluable “Bid or No Bid”

3.0 CAE Credit Hours: Domain 3: Administration; Subdomain F: Business Planning


SATURDAY - AUGUST 10, 2019

Time  Event 
6:30 AM - 3:00 PM Registration

7:00 - 7:30 AM  Breakfast

7:30 - 7:45 AM  Welcome and Introductions
7:45 - 9:15 AM 

Keynote Speaker  - You Have Eight Seconds, Go!

Debra Jasper, Ph.D, Founder and CEO of Mindset Digital

Mobile, custom, fast and easy. That's what it takes to meet the demands of today's digitally savvy clients. But simply recognizing this isn’t enough. You need to understand what smart organizations are doing to earn clients’ attention and loyalty. This fast moving session, led by international
keynote speaker, Dr. Debra Jasper, founder of Mindset Digital, will show
you not just what's now, but what's next, including AI, charming bots and more. 


1.5 CAE Credit Hours: Domain 3: Administration; Subdomain F: Business Planning 

9:15 - 9:45 AM Break

9:45 - 10:45 AM 

Disruption, Change, Harmonization and Opportunity for AMCs 
Moderator: Greg Schultz, CAE, EVP, Kellen

Speakers:
Robert Gilbert, CHME, CHA, President and CEO, HSMAI
JP Guilbault, President and CEO, Community Brands 
Doreen Burse, Vice President, Global Sales, Marriott International 


AMCs are the new model for association management. How are we dealing with change within our organizations? What are the major disruptors in our space that will impact ability to scale, deliver results
and thrive?

1 CAE Credit Hour: Domain 1: Organizational Management; Subdomain  A: General Management

10:45 AM - 12:00 PM 

Creating, Curating and Promoting Your Content
Speaker: Susan Iris, navigate 
We will review best practices in content development and promotion campaigns, focusing on how to bring
your organization’s brand to life and effectively engage with your target audiences. 

1.25 CAE Credit Hour: Domain 1: Organizational Management; Subdomain  B: Branding and Positioning

12:00 - 12:15 PM   Move Break/Lunch

12:15 - 12:30 PM 

ASAE Update
John Graham, FASAE, CAE, President & CEO, ASAE
Patricia Blake, FASAE, CAE, Chair-Elect, ASAE/Chair, ASAE Foundation, CEO, Heart Rhythm Society

12:00 - 1:30 PM  Lunch and Keynote Speaker 

 Archie M. Griffin
Born at University Hospital nearly in the shadow of Ohio Stadium, Archie Griffin has been a Buckeye his whole life. 

After serving for 11 years as president and CEO of The Ohio State
University Alumni Association, Griffin stepped back in 2015 to a
consultant role as senior advisor in the Office of Advancement at Ohio
State. During his tenure leading the OSUAA, Griffin led an expanded
effort to embrace young alumni and began initiatives focusing on
career assistance and establishing an Office of Volunteer Relations.

Known to the world as the only two-time winner of the Heisman Trophy, Griffin is also one of select group of Buckeyes to be named a three-time
All American during his playing days from 1972-1975. A member of
the National Football Foundation & College Hall of Fame and
current board of directors, Griffin is a member of the Rose Bowl
Hall of Fame, and was named the All-Century Player by the Tournament of Roses Association during the centennial celebration of the Rose Bowl in 2014. Griffin is one of two players in NCAA history to start in
four Rose Bowls.

Following his storied career at Ohio State, Griffin graduated from Ohio State in 1976 with a degree in
industrial relations. He was a first-round draft choice of the Cincinnati Bengals, where he served as
co-captain and played for seven seasons. He returned to Ohio State in 1984, and rose to become
associate director of athletics for sports before taking the leadership position at the Ohio State University Alumni Association.

Playing under the legendary Ohio State coach Woody Hayes, Griffin learned the life lesson of paying
forward in life, devoting countless hours to philanthropic causes. At Ohio State, Griffin created the
Archie Griffin Scholarship Fund, which benefits Ohio State’s Olympic sports programs. In the
central Ohio community, The Archie and Bonita Griffin Foundation Fund helps develop sports,
educational, and travel programs for youth as they inspire the next generation to dream big. Griffin
has three children: Anthony, Andre, and Adam as well as three grandchildren. Archie and his
spouse, Bonita, split their time between a home in Westerville, Ohio and another home in Florida.

Locally, Griffin has been inducted into the Ohio High School Athletic Association Circle of Champions,
which recognizes former high school student athletes who have demonstrated outstanding character
and accomplishments on and off the field. He was inducted to the National Federation of State High
School Association Hall of Fame in 1996. He was also honored in May 2015 to be the
commencement speaker during spring graduation ceremonies at Ohio State.

Legendary Ohio State football coach Wayne Woodrow Hayes famously said of Archie Griffin, “He's a better young man than he is a football player, and he's the best football player I've ever seen.”

A sought-after speaker and humanitarian, Griffin serves on many boards and foundations. He has been a Director of Abercrombie & Fitch Co. since 2000. Mr. Griffin serves as a Director of Motorists Mutual
Insurance Company, and Member of the board of directors for The Columbus Youth Foundation, and the
Ohio Auto Club.

Sponsored by: 




1:30 - 1:45 PM  Move Break

1:45 - 3:00 PM  AMCs by Size!
Discuss what's on your mind with your peers during these facilitated networking breakouts!
*We respectfully ask that you attend the AMCs by Size session that correlates to your current firm size ONLY. AMCs by Size is only for AMC members. Associate members are asked to refrain from attending. 

1.25 CAE Credit Hour: Domain 2: Leadership; Subdomain A: General Leadership 


Emerging/Small (Less than 10 Employees)
Shari Bricks, CMP, Bond Association Management
Constance Wrigley-Thomas, CAE, Essentient Association Management

Medium (11-20 Employees)
Ruth Abrahamson, Base Consulting and Management, Inc.
Ben Markens, The Markens Group, Inc.


Large (21-49 Employees)
Lynda Patterson, FASAE, CAE, President and Owner, AMPED Association Management
Leslie Murphy, FASAE, CAE, Raybourn Group International, Inc.


Extra Large (50 or More Employees)
Nick Ruffin, CAE, AMR Management Services 
Mike Dwyer, CAE, Association Headquarters 


Account Executives
JJ Colburn, CAE, President & Partner, Strategic Association Management

3:00 - 3:30 PM Networking Break

3:30 - 4:30 PM Social Selling: Is Your AMC Promoting Your Talents as a Key Value?
Speaker: Erin Fuller, FASAE, MPA, CAE, MCI USA

Building off of Debra Jasper’s presentation, we will explore ways that AMC leaders can encourage their
staff to promote their work, engagement and passion for associations via social media, leading to higher
exposure of the model and your company’s partnerships.

1.25 CAE Credit Hour: Domain 1: Organizational Management; Subdomain  B: Branding and Positioning


5:00 - 6:30 PM  AMCs Enaged! Reception
Hosted by:

 

 

2019 AMCs ENGAGED! COMMITTEE

Committee Chair
Keith Howard, CAE, Associations International, LLC . 

Committee Members
Ruth Abrahamson, Base Consulting and Management, Inc.
Jenny Faucher, Managing Matters Inc.
Jodi Fisher, Impact Association Management
Erin Fuller, FASAE, MPA, CAE, MCI USA
Bill Grusich, CMP, FASAE, ALHI
Shannon Hofmeister, Community Brands
Sarah Kuhns, GMW Mangement
John Leinen, Destination Madison 
Bennett Napier, MS, CAE, Partners in Association Management, Inc.
Heather O’Steen, CAE, Professional Management Associates, LLC
Carolyn Price, CAE, CMP Management
Clarissa Russell, Association Innovation and Management
Elizabeth Schumacher, JD, Affinity Strategies 
Carly Silberstein, Redstone Agency Inc.
Yvonne vanDinther, navigate 
Tara Withington, CAE, Executive Director, Inc.
Constance Wrigley-Thomas, CAE, Essentient Association Management & Events

 


SPONSORS

Thank you to our 2019 AMCs Engaged! sponsors!

  

 

 

 

 

 

 

       


             

             

 

 

QUESTIONS

Contact Heather Koolmeyer at hkoo[email protected] or +1.703-570-8955. 

 
Thursday, June 20, 2019 12:00 AM

MCI USA Expands Association Solutions Platform Through Acquisition of Chicago-Based Sentergroup

Thursday, June 20, 2019   
McLean, VA, June 20, 2019 MCI is pleased to announce its acquisition of Sentergroup,
Read more...
 
Tuesday, June 18, 2019 12:00 AM

Impact Association Management welcomes the National Plant Board

Tuesday, June 18, 2019   
Impact Association Management (Impact) is excited to announce the signing of the National Plant Board (NPB) as their newest client. 
Read more...
 
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