Your Direction.
Our Details.

 

Each client comes to PAI with a unique strategic vision to serve its membership and profession, and our flexible service offerings are tailored to provide comprehensive and responsive support. We are a proactive partner helping organizations mature and evolve.

 
 
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ACCOUNT MANAGEMENT
& ADMINISTRATION

PAI provides dedicated account executives that serve as Executive Directors and are usually Certified Association Executives. The account executive works directly with client leadership to ensure the regular flow of communication while maximizing effectiveness and minimizing workload for the board.

Professional Management

  • Full Time Executive Direction

Governing Board Support

  • Strategic Planning

  • Coordinating Leadership Meetings

Administrative & Office Support

  • General Inquiries

  • Order Fulfillment

  • Financial Processing

 

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FINANCIAL
SERVICES

PAI ensures every client is set up with financial management best practices. To ensure compliance, PAI’s President personally reviews all monthly financial statements and annual audits. PAI’s Controller, a CPA, supervises all accounting activities and prepares all financial statements. PAI works directly with client leadership to prepare budgets and supporting schedules, and we supervise client investment accounts along with client leaders.

CPA Controller
Supervision

Budgeting


 

 

Investment Policy
Supervision

Full Financial
Statements


 

 

Annual Audits

Management of
Payables

 

MEMBER EXPERIENCE
MANAGEMENT

PAI’s experienced staff set strategies to engage members in new ways that make the member experience indispensable, while ensuring adherence to bylaws, compliance requirements, and documentation best practices along the way. From creating the ideal member engagement community online to successful live events, PAI’s team can imagine and implement the next phase of your organization’s value.

Marketing, Communications
& Publications Management

 

Membership
Administration


 

Conference & Exhibition
Management

 

Committee, SIG & Taskforce Support

 
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ADDITIONAL
SERVICES

PAI’s legacy and emphasis on long-term client relationships help professional societies grow their organization’s network, resources, and infrastructure to help attract and retain members.

Fundraising

  • 501c3 Subsidiary Management

Credentialing

  • Examination Development & Administration

  • Accreditation Support

  • Certification Program Development

Representation to External Organizations

 
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