We create custom solutions that work for your association and your budget.
Welcome to Update Management Inc.
UMI is a full-service association management provider with more than 40 years of experience managing associations, non-profits, and professional societies. UMI creates custom solutions that support your volunteer board, membership, and your budget.
We do this by effectively managing all aspects of your organization so that your members continually receive the value that comes with increased retention, recruitment, and benefits.
We aim to be a trusted advisor and lead with authenticity, integrity, and gratitude.
Services
Full Service Management
We work closely with each Board and committee to ensure success for our clients’ programs and events.
- Board Management
- Leadership and Governance
- Membership Development and Engagement
- Education Certification and Training
- Professional Development
- Strategic Planning
- Bylaws Development
Financial Management
Our dedicated finance staff provides fiduciary oversight and forecasting strategies.
- Bookkeeping and Accounting Services
- Vendor Invoice Payments
- Membership Dues Invoicing and Collection
- Expense Report Management
- Bank Reconciliation
- Profit and Loss vs Budget Analysis
- Tax Return Coordination
- Operational Audits
- Annual Budget Creation and Fiscal Reporting
- Non-Dues Income Development Services
Meeting & Event Planning
Our professional planners are well versed in coordinating all details to ensure successful events.
- Facilitate In-Person and Virtual Meetings & Events
- Contract Negotiations
- Registration Management
- Conference Agenda, Development, & Design
- Speaker Contracting
- Sponsor Solicitation
- Food and Beverage Planning
- Audio/Visual Setup and Tech Support
- Budget Management and Tracking
- Logistics Management
- Onsite Event Management
- Vendor Selection
- Marketing and Promotion
Marketing & Communications
Our in-house design and marketing team works with each association to determine their individual priorities.
- Establish Branding and Messaging
- Social Media Management
- Email Newsletters and Campaigns
- Website Development and Maintenance
- Graphic Design Solutions
- Public Relations and Media
- Event Marketing and Onsite Conference Marketing and Branding Collateral
- Print Publications, Including Editorial, Design, Advertising, and Delivery
Technology
Flexible services to streamline business processes and ease the work load on volunteers & leadership.
- Membership Database Maintenance
- Data Analytics
- Association Membership Software
- Administer Cloud Based Database
- Website Maintenance, Hosting, and Optimization
- Intranet Solutions For Boards and Committees
Admin & Clerical Support
A full-time reception staff is available to personally answer all calls and respond to member requests.
- Serve as Association Headquarters
- Office for Board of Directors meetings
- Dedicated Phone and Fax Support
- Board Meeting and Other Event Planning
- Correspondence and Administrative Services
- Dedicated Membership Support During Business Hours
- Record Keeping and File Maintenance
- Mailing Services
