Consulting

Consulting Services

We recognize not all of our clients need or want to outsource full management of their organization. Diversified Management Services provides consulting services in: Meetings and Events, Finance, Web Services and Board Governance and can help your association tackle a specific project or problem in these areas.

We have tenured staff who specialize in these areas and stand ready to partner with your team to help your business or organization succeed.

Meeting and Event Planning

Diversified Management Services has more than 20 years of experience facilitating national, local, and regional events. We have experience in creating meetings and events that stay true to you no matter your event type: large conference, corporate retreat, trade show with continued education, small donor event, or board meeting.

Our staff has extensive experience in all areas of event management and production, including:

  • Event audit: review of historical data, event goals, past attendees, and marketing to ensure event success and relevance
  • Event budget and payment management
  • Site visits
  • Contract negotiations and vendor coordination: AV, catering, decorator
  • Event logistics: event flow, timelines, staff assignments, day of details
  • Speaker management: speaker letters, travel, scheduling
  • Attendee experience
  • Event marketing and communications
  • Event registration: attendee registration, fee collection, onsite check in process
  • Pre-event production: signage, takeaways, program materials
  • Staff/ volunteer management
  • Onsite management: Point of contact to coordinate and supervise from start to finish, troubleshoot issues, and ensure event success
  • Event wrap-up: payment reconciliation, surveys, and reports

Diversified Management Services annually oversees more than 30 events for groups that range in size from 50 to 50,000 attendees; including client events for: Community Bankers of Iowa, Winefest, World Food Prize, Stadium Managers Association, Des Moines Performing Arts, and the Greater Des Moines Botanical Gardens.

Board Governance

From governance, strategic planning, and staff support to preparation of board materials, DMS offers a wide array of board planning services. From the big picture to the small details, DMS will help make your board as efficient and successful as it can be.

Our staff has extensive experience in all areas of Board Governance and Strategy, including:

  • Board best practices
  • Organizational Structure/ Board health assessments
  • Board logistics & meeting preparation
  • Executive leadership/Staff support
  • Strategic planning/Progressive planning
  • Succession planning
  • Emerging leader training
  • Board performance surveys

Governance and strategic planning are keys to guide your association into the future. DMS can help your board adopt best practices, develop goals and stay focused on them going forward.

Web Services

In today’s 24/7 world of ever changing technology needs, it pays to have a technology partner to help you be current and forward thinking, while helping you to stay true to your organizational identity. For over 20 years, Diversified Management Services has helped associations create meaningful communication, membership, learning and financial opportunities online.

Our staff has extensive experience in all areas of technology and web services, including:

  • Web development
  • Web hosting
  • Webinars
  • Database management and backup
  • Social Media strategy
  • Web reports and analysis
  • Web Optimization
  • Mobile Optimization
  • E-commerce

Having DMS as your technology partner provides security and back-ups for your most valuable data, while helping create a meaningful online experience for your stakeholders.

Financial Management

For the past 25 years, Diversified Management Services has been the top resource for outsourcing nonprofit management needs, providing financial management to over 20 thriving nonprofits across the country. Your Board of Directors and Executive Director can focus on running your organization with peace of mind that your accounts are being managed with the highest standards of integrity and excellence. Through DMS Financial Services, you have access to the resources necessary to manage your financials at a fraction of the cost of in-house.

Our staff has extensive experience in all areas of Financial Management, including:

  • Nonprofit financial management rules and regulations
  • Budget preparation, reporting and reconciliation
  • Preparation of financial statements, balance sheets, and income statements
  • Treasurer Training
  • Quarterly reviews with the treasurer regarding financial strength and stability of the organization
  • Bill processing and Record keeping
  • PCI Compliance / Records Retention/Document destruction best practices
  • Credit card processing and accounts payable and receivable
  • Annual membership dues processing and invoicing
  • Event registration processing
  • Reconciling of web transactions and payments
  • Preparation and filing of annual income tax returns (Form 990).
  • Annual Audit (with firm of your choice)
  • Financial Management Policy development outlining financial best practices for your organization

Sound financial practices are imperative in this day and age. If your organization is in need of financial guidance, DMS can help!

Contact Us

Let’s get started.

Whether you know what you want or would like to hear more about what Diversified Management Services can offer, it all begins the same way—with a simple act of reaching out. Please contact us with any questions and we’ll be sure to respond.

 

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