Association Services

We provide comprehensive services to non-profit associations, as follows:


Governance or oversight services with a focus on strategy development, financial stewardship, risk management, and organizational performance:

  • provide support to the board in vetting and approving the fiscal budget
  • develop long-term financial forecasts and financial strategies
  • assess and improve governance structures, tools, by-laws, board policies, practices, and internal controls
  • develop terms of reference and work plans for the board and board committees
  • develop board succession and leadership transition plans
  • develop a board member orientation process and board manual
  • assist in defining board composition and recruiting ‘best fit’ board members
  • perform stakeholders consultations
  • strategy development/strategic planning
  • perform risk audits and develop risk management frameworks, plans and processes
  • conduct board, board member and peer evaluations
  • develop systems to track and report on organizational performance
  • provide coaching and support to board officers
  • train board members on governance, strategy development, financial management, risk management, and compliance


Senior/executive management services with a focus on mission achievement and fiscal management:

  • act as primary contact for the partners, funders, donors, government, media
  • respond to escalated inquiries and external requests
  • build and maintain relationships with partners, influencers and policy makers
  • supervise staff, independent contractors, consultants, and external professionals
  • process invoices and payments; arrange for cheque signatures; send transactional information to the bookkeeper
  • develop the fiscal budget and monitor fiscal performance
  • develop operational and business plans
  • operationalize the board-approved strategy and report on the progress of implementation
  • support regulation efforts
  • write external and internal communications
  • develop and execute marketing, communications and social media plans
  • report to the board on operational performance against goals
  • maintain statutory/corporate records
  • attend events on behalf of the organization


Front-line administrative services with a focus on member and customer service:

  • act as primary contact for members and the public
  • respond to or refer internal and external requests
  • process membership applications and renewals
  • maintain membership database and title registry
  • administer member complaints
  • manage/update website content and social media sites
  • provide support to committees, task forces and working groups
  • provide support to the annual budgeting process
  • manage document storage and retention
  • provide event planning and execution support
  • collect and process mail/correspondence




Thank you for your program of instruction yesterday on financial management. I found it very helpful and learned new techniques for budgeting, reporting and managing our work. I also enjoyed the energy and enthusiasm you brought to the session. I will recommend you as a resource to my colleagues in the voluntary sector here in Hamilton. It was a pleasure meeting you.
Don JaffrayExecutive DirectorSocial Planning and Research Council of HamiltonHamilton