Fernley & Fernley, Inc.

19

Transcript of Fernley & Fernley, Inc.

Page 1: Fernley & Fernley, Inc.
Page 2: Fernley & Fernley, Inc.

Our Leadership

G.A. Taylor Fernley President & CEO

has been involved in daily operations for over

three decades. Founded in 1886, Fernley &

Fernley is a fifth generation family firm with

a simple Mission – We advance the mission

of our clients. Our services are delivered

through a culture of excellence, honesty,

integrity and a strong commitment to helping

our clients excel through the strength of our

partnership.

Page 3: Fernley & Fernley, Inc.

Creating a path for

Associations for 125+ years

Page 4: Fernley & Fernley, Inc.

We have the expertise to examine, evaluate and

build consensus to chart a new course.

Page 5: Fernley & Fernley, Inc.

Building Membership and Convention Attendance.

Converting professionals who

already have a connection to

your Association.

Attracting New Industry

Professionals.

Recapturing resigned members.

Highlighting Membership in all

Communications.

Page 6: Fernley & Fernley, Inc.

Controlling costs at the annual meeting

We work hard to make every

penny count. In 2011 alone, we

saved our clients $1.5 million

dollars.

Our team of Certified Meeting

Planners have years of

extensive experience with hotel

negotiations, conference

planning, logistics. We have a

buying power of 30+

conferences a year.

Page 7: Fernley & Fernley, Inc.

Database Management/Online Capabilities

Your membership database will

be maintained in iMIS, a

versatile, database management

program designed specifically

for non-profit, member-based

organizations.

Members will be able to

register for meetings and events,

join or renew their dues, update

individual member profiles,

purchase merchandise or

materials, and access a

searchable membership

directory.

Page 8: Fernley & Fernley, Inc.

Monthly Management

Reports

We will be accountable to your

Board of Directors for

monitoring, tracking, and

achieving stated goals and

initiatives.

We are proud of our transparent

style of management and will

keep your leadership informed

with a comprehensive monthly

management report to ensure

progress is reported regularly.

Our reporting systems are second

to none.

Page 9: Fernley & Fernley, Inc.

Numbers at your fingertips

Direct integration with

Peachtree Accounting

software program used

to manage your financial

data.

Extensive selection of

customized reports

that can be modified to

meet the specific

requirements of your

Association.

Page 10: Fernley & Fernley, Inc.

Budgeted Utilization of Resources - 2012

21%

17%

5% 17%

6%

21%

3% Headquarters

Executive Committee & Board

Marketing

Membership

Communications

Meetings

Other

Page 11: Fernley & Fernley, Inc.

Partnering with Fernley & Fernley, a Charter Accredited

association management company, will provide your Board of

Directors with the assurance that internal operating procedures

have been documented and verified by a third party auditor.

Not only was our firm one of the initial five firms to achieve

accreditation from the Association Management Company Institute,

our Leadership Team was part of the development team that

established the guidelines for the nationally recognized AMC

Institute Standard.

Page 12: Fernley & Fernley, Inc.

Here to greet you at the door.

Here to greet you at the door.

Page 13: Fernley & Fernley, Inc.

Our Boardroom is Your Boardroom.

Page 14: Fernley & Fernley, Inc.

Our Team is Your Team.

Page 15: Fernley & Fernley, Inc.

Our Address is Your Address.

Page 17: Fernley & Fernley, Inc.

A few words from our clients.

“By taking charge of the layout and other

mechanical details of our bi-monthly

Journal, the capable desktop publishing

experts at Fernley & Fernley have

allowed me considerable more time as

Editor to evaluate submissions and focus

on content, as an Editor should. They

have also provided an infrastructure that

will assure continuity under future

Editors. Placing these functions in

Fernley's hands has contributed greatly

to the future stability of our publication.”

“Fernley & Fernley allowed us to focus on the important macro issues of our organization and not on the day-to-day minutia of running things.”

Page 18: Fernley & Fernley, Inc.

In closing, we hope to expand upon this information

with a conversation with your Board of Directors. Of

my family’s 125+ years of serving Non-Profit Leaders,

nothing will replace connecting face to face to better

to see if our organizations are a fit.

– Taylor Fernley

Page 19: Fernley & Fernley, Inc.

Melissa Dietrich

Director of Business

Development

100 North 30th Street, Suite 400

Philadelphia, Pa 19103

(215)320-3885

[email protected]