| AMC ChecklistTransitioning to an Association Management Company (AMC)? Here's a list of things to think about and walk-through with your new AMC partner, from permanent files to financial documents and meetings information. Permanent File Information
Advertising ratesAntitrust policyArticles of incorporationAwards schedule and records of past winnersBackgrounder/fact sheetBoard listingBylawsCalendar of eventsCommittees - description, members and chargesConsultant contracts - legal and legislativeElections/nominations schedules and current termsEndorsed programs contracts and descriptionsHotel histories - room pick-ups and event costsInsuranceIRS correspondenceIRS Letter of DeterminationLegislation - historicalLegislation - upcoming sessionLogos/graphics - on diskette from the current graphic designer in .WMF formatMembership applicationsMembership benefits informationMembership lists - current and prospective members on diskette in comma delimited format, with field descriptionsMembership marketing materialsMembership/leadership directoryMinutes for all meetingsNational affiliation informationNews articlesNewslettersPhotographsPolicies and proceduresPotential advertisers/exhibitors/sponsors database - - current and prospective vendors/suppliers on diskette in comma delimited format, with field descriptionsPress releasesStrategic planTax returns - FederalTax returns - StateTrade press list - - on diskette in comma-delimited format, with field descriptions Financial Information
Listing of accounts payableListing of accounts receivableFinancial statement(s) for the last fiscal periodGeneral ledger back-up for the financial statement for last fiscal periodCheck register for operating account for last fiscal periodCurrent financial statements for this fiscal periodGeneral ledger back-up for the financial statement for this fiscal periodCheck register for operating account for this fiscal periodList of all checking accounts, identification and numbers, balances and signature authorityCheckbooks and deposit recordsArchival information for the previous five years (as available)Copies of any audit, review or compilation reports performed by an independent certified public accountant. Meetings Information
Pre-registrations to dateProgram informationExhibitor/sponsor/advertiser informationPress releasesMarketing informationHotel contracts, including main hotel contract and any specific food, beverage or other specific obligationOutstanding invoicesLetters and other correspondence |