Core Competencies- JBS

Core Competencies

Executive Management

  1. Envisioning and Strategic Planning
  2. Board of Directors Meetings Preparation and Implementation
  3. Non-profit Sarbanes Oxley, IRS Form 990 and Secretary of State compliance
  4. Association Practices and Policies Recommendations


  1. Acts as the Association’s Headquarters
  2. Provides Day-to-Day Services to Members and the Public
  3. Provides Financial Transaction Services
  4. Complies with Government Reporting Requirements
  5. Maintains Insurances, Licenses and Permits; Handles Renewals
  6. Acts as an Agent and Fiduciary for the Association; Maintains Records
  7. Prepares Monthly Financials, Bank Reconciliation and Year End Reports for Delivery to the Outside Tax Preparer
  8. Manages Banking Relationships
  9. Provides Comprehensive Financial Transaction Services
  10. Develops Annual Budgets
  11. Offers Credit Card Processing Services with Segregated Client Account Reporting
  12. Creates an Awareness of Risk Management in Association Activities and Events
  13. Is a Licensed Travel Agent with IATA Accreditation for Hotel Bookings

Mission Delivery Services

  1. Provides Mission Centric Services to Members and the Public
  2. Maintains Membership Records
  3. Designs and Produces Association Internal and External Communications in Print and Electronic Formats
  4. Supervises a Vendor Webmaster and Provides Content for the Website
  5. Produces Educational Programs, Conferences, Leadership Summits and Social Gatherings from Concept through Operations
  6. Liaison with Chapters, Committees and Task Forces
  7. Manages Association’s Appointments as an Approved Provider for MCLE and CPE Credits
  8. Provides Marketing , Advertising and Public Relations Services for Association Activities
  9. Respects Individual Client’s Needs and Adapts to Their Changing Plans and Priorities

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