Client Spotlight: Association for Talent Development- Central Indiana Chapter

It’s a new week and we are rolling out the red carpet for another one of our deserving clients, the Association for Talent Development- Central Indiana Chapter (ATD-CIC). This organization’s mission is to,
“Empower professionals to develop talent in the work place.”  ATD-CIC provides opportunities and resources in order to support talent development among professionals in Central Indiana. The association offers research, webcasts, books, events, and educational programs. These resources allow members to grow, learn, and connect enhancing their professional lives.


ATD is beneficial to varying groups of people. Whether you are fresh out of college and starting your career or you have 40 years of experience under your belt, this association has something to benefit everyone. There is always room to learn and work on bettering yourself.


ATD-CIC’s vision to create a world that works better, is something that guides our support at Impact. Impact Services aides ATD-CIC through membership management and communication, website updates, and event management. Our team works hard to provide members with excellent communication and the resources they need right at their fingertips. We are pleased to spread the message of this organization and partnership.


To learn more about the Association for Talent Development-Central Indiana Chapter visit:

How One Acronym Can Make All the Difference

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The Wisconsin Society of Association Executives (WSAE) held the WSAE Summit last month in Madison. Impact participated by sending one of our executive administrators, Tammy. Tammy reported back that the event was filled with useful learning sessions as well as networking opportunities. From this event, Tammy had one major takeaway, everyone needs micro goals. The keynote speaker, Connor Cunneen, emphasized an acronym, C.H.A.P.S, to live by in both work and your personal life to create those micro goals.


C- Compliment one person each day. This sets a positive attitude for both people involved. Setting that tone can lead to a more efficient working relationship and work environment.


H- Hear the words “Thank You.” If you do something nice for someone, it is important to slow down to hear their thank you. This will help you to keep in mind that your work is important and making an impact. This can keep you motivated to provide your best work again and make you feel fully appreciated.


A-Address colleagues, members, and customers by name. The most impactful word to someone is their name. If you are trying to make that person feel important or attempting to get a point across that you do not want them to forget, add their name to the sentence. It will stick with them and emphasis the point you are intending to make.


P-Positive. Use one positive word in each conversation. Delightful, Friendly, Amazing, Brilliant, Bubbly are examples of words that have a significant impression on the person you are speaking with. Adding those words in while giving constructive criticism can also help ensure that the person hears your message rather than shutting down to the negative feedback.


S-Smile. Put a smile on one person’s face each day. When you make someone smile, you in return smile. Create a positive atmosphere and bring a little joy to days that can often blur together with busy schedules and routine.


Living by the CHAPS acronym can make a difference in relationships in all areas of your life. Building those relationships adds to both your success and happiness. This way of thinking is one that we are excited to begin incorporating into our culture at Impact Services.



Client Spotlight: Wisconsin Rural Opportunities Foundation

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As the end of year approaches, we are continuing to take a closer look at the clients that have made our year a success. This week we are giving some love to a local organization that we support, the Wisconsin Rural Opportunities Foundation or WROF. This foundation works to provide endowment earnings and gifts that support educational opportunities for rural Wisconsin citizens at a vast variety of education institutions throughout the State of Wisconsin.


The goal of WROF is to invest in the education of people from rural Wisconsin, so they in return, can make a difference in the economic health and quality of life in their rural areas. WROF provides opportunities for a variety of paths including nurse practitioners, medical doctors, farmers/producers, veterinarians, educators, and skilled labor. The organization understands the importance of supporting their local community and how investing in future generations is the way to do that.


Impact Services handles the administrative side of WROF through email correspondence, social media, database management, and more. As a Madison based company, we could not be happier to support this fantastic group knowing that is making a difference in our community. We are excited to see what this next year holds for the Wisconsin Rural Opportunities Foundation.

Making Your New Members Feel Welcomed


Associations are always on the lookout to recruit new members. Making those new members feel welcomed and excited about their membership is an important step in retaining those members in the future. It confirms that their decision to join was the right one. Creating a welcome packet for new members is a great way to do just that! Here are a few ideas of what to include in your new member welcome packets.


  • A personalized letter welcoming new members is a great way to make initial contact.  It will make the new member feel important to the organization and feel as though their membership is an exciting asset to the association.

  • When greeting your new member, make sure to include a calendar of upcoming events. This will put the new member in the loop immediately and ensure involvement. Keeping them involved is key to retaining them in the future.

  • Provide your new member with information on benefits they will receive as a member. Include resources, perks, fun aspects of being a member. This will help raise enthusiasm about being a member and potentially lead to more recruitment through your new member.

  • Pile on the free stuff. Load up your new member with t-shirts, water bottles, stickers; you name it, they will take it! Providing these goodies is an easy way to not only make your new member happy, but also market your association and raise awareness.

  • Finally, don’t forget to include information on dues! Provide instructions on how and when to pay dues. Try to make this side of membership easy and stress-free for your new member. It is not going to be their favorite part of membership, but making it a simple task will keep their distaste for it at a minimum.


Making your new member feel welcomed will go a long way towards their future with the association. It is important to invest the time, money, and resources into this

Client Spotlight: Intrepid Wealth Partners, LLC

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This week, we are zooming in on another one of our clients, Intrepid Wealth Partners. Intrepid Wealth Partners, LLC provides financial and investment planning for entrepreneurs, founders, and business owners. The company also provides insurance solutions, as well as, portfolio and retirement income planning. Intrepid Wealth is centered around its’ passion to help people enjoy their lives more thoroughly by providing financial planning.  This passion is what makes Intrepid Wealth unique in its’ industry.

Derek Notman is the founder and CEO of Intrepid Wealth Partners. Derek is a Certified Financial Planner who puts his clients needs and interest above anything else. He has a unique approach to his work and a strong relationship with his clients. His mission to help others live a more comfortable life through financial planning is one that we respect and happily support.


Impact works closely with Intrepid Wealth Partners through email management, conference calls, customer work, and more. Our team member, Ashley Cortino, keeps up with the tasks and responsibilities of Intrepid Wealth and we could not be more proud of the work that goes into this client.


If you would like to learn more about Intrepid Wealth Partners, head to their website.

Client Spotlight: National Association of Professional Mortgage Women

At Impact Services, we are partnered with many hard-working and successful organizations. We believe those organizations deserve recognition for the causes they stand behind, and the work they are putting in for their community. This week we are taking a closer look at the National Association of Professional Mortgage Women (NAPMW).


NAPMW strives to provide advancement of women in mortgage related professions by providing them with development opportunities including the categories of personal, business, and leadership. This association provides those opportunities through networking events, leadership positions, and education on how the industry is evolving.


The National Association of Professional Mortgage Women has a long history that dates back to 1964. Over time, the association has made efforts in maintaining high standards of profession, equal recognition for women, and encouraging women to choose the path of mortgage banking as their career.  


Impact works first hand on administrative tasks, annual reports, social media, event management, board meetings, and more for NAPMW. This gives us an up-close look at the efforts being made and a deeper understanding NAPMW’s vision. As an all-female association management company, the Impact team enjoys supporting an association that builds up and supports women as much as NAPMW.

To learn more about NAPMW and their mission you can head to their website:


Social Media Expectations from Association Members

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In a world where social media is relevant in both my personal life and business, it is easy to lump the two into the same category. If you already know how to handle social media for yourself, you may assume the same concepts apply to your business or association. This, however, could not be further from the truth. Because it can be hard to separate the two, I decided to watch a webinar on social media and learn more about how the two are separate and what your audience is looking for in your social media platforms. I watched Sprout Social’s webinar on the Evolution of Social Media.

The webinar was very informative and provided many insights on how to better manage social media with a business mindset. I came away from the webinar with two takeaways that relate closely to working with associations. I learned how important it is to be transparent and authentic when posting as well as the effectiveness of employee advocacy.

Followers have transitioned over time as to what they are looking for from an association’s social media. This transition has moved the way companies and associations are speaking with their audience. The platforms started as a way for the association to talk to members and simply have them listen, to a more dynamic relationship between the two. The number one thing that followers are looking for in brands is a sense of authenticity. If you are an association, your primary goals are to make money for the cause and recruit new members. Trying to hide the fact that you are doing this, can come across as misleading. This can be handled by being upfront about the fact that you need money and new members while ensuring the audience that it is for a good cause. Going over why the association is in place and the difference it can make will make members feel as though you are being transparent and honest, therefore, making them more apt to donate.


The webinar also talked about the importance of employee advocacy including a company’s CEO. This concept can also be applied to an association. Involving board members on social media is an effective way to show people who is behind the association and proving that these members believe in it. It not only makes the association more open but also allows another form of marketing on social media for the association. When board members post or share content about the association, they are reaching more people and spreading the message further.


Understanding how social media evolves and what your members expect from you allows you to utilize the platforms in a cheap and effective way.

Utilizing TechSoup for your Nonprofit


TechSoup is a nonprofit network of non-government organizations that provides technical support and tools to other nonprofits. The company saw the need for this support within organizations and provided it though webinars, forums, and other resources. Our team at Impact Services has found many benefits while using the program including the following.

  • Just snap a photo! TechSoup allows you to capture receipts on your phone, making it quick and convenient. This feature keeps things consistently up to date no matter where you are.

  • Minimize data entry. With TechSoup, you can automatically download bank and credit transactions. This can be a huge plus for nonprofits considering the amount of money coming in and out and the added stress it puts on the administrator.

  • Work from anywhere. The program allows you to work from PC, MAC, a smartphone, or tablet. This eliminates the hassle of switching back and forth, as well as, allows you to work anytime. If you have a spare moment, you can turn it into a productive time for getting things done! Think of all you can get done waiting in a doctor’s office or in that dreaded car rider line at your child’s school.

  • Instant access. TechSoup also has instant file access for your accountant. This can make tax time a little bit less stressful.

Impact Services is loving TechSoup and all it has to offer. Implementing it with our clients has made tasks more efficient and less costly which is what we strive for with all of our associations.

Upping Your Association's Facebook Game


With social media always evolving, it is important to keep up with where your audience is and how to effectively reach them. Although new social platforms have come out over the past few years, Facebook has remained stable. Attracting and engaging your audience can be difficult at times, so here are a few tips on how to do just that!

  1. Make your page valuable. As an association, use the Facebook page to inform the audience. This can be about your specific association, industry related articles, and more. Sharing blog posts, webinars, and upcoming event information are all ways in which you can inform the readers and keep them coming back for more.

  2. Do not underestimate the value of visuals. Both photos and videos draw in the most impressions on posts. They are interesting to the member and provide both entertainment as well as information. If you are hosting an upcoming event, try having a board member explain the perks of attending that event. This can be done through Facebook live or uploading your own edited version. This allows members to see the page as a resource for information.

  3. Create calls to action. It is important for members of an association to feel valued. By giving members an action to complete, you are making them an active member with a purpose. This can be done by posting polls and surveys related to the association or the industry, sharing links, as well as sending members to your own website.

If you are still looking for more tips on engaging your audience on Facebook, head to Wild Apricots blog, Facebook: The 5 Best Ways to Promote Your Organization. Keeping up with these trends is important in drawing in new members and retaining the ones you have.

Say Hello to Pharos Alliance!


November 6, 2018, Madison, Wisconsin –Impact Services (Impact) is honored and excited to announce the signing of Pharos Alliance as their newest client.   


“Our team is ecstatic about our newest partnership with Pharos Alliance. The values Pharos Alliance hold and the support they give other businesses is something we can relate to at Impact. We believe this partnership is one that will continue to grow into something great,” adds Jodi Fisher, CEO, Impact Services


About Pharos Alliance

Pharos Alliance is an executive advisory firm that specializes in strategic planning, organizational and leadership development for entrepreneurial organizations. The team at Pharos Alliance feels that if a business has a need, they have a solution. Pharos Alliance has done everything from helping a business establish a new culture and set of values to taking on leadership changes. This firm can handle it all.



Dr. Lisa Aldisert, Pharos Alliance President


About Impact Services  

Impact Services was founded in 2006 by Jodi Fisher, and since then they have successfully supported many Associations in growing and increasing profits and memberships. Now expanded into a robust team, Impact consists of Social Media experts, Non-Profit Administrators and Executive Administrative Assistants with impressive backgrounds in Association support, small business operations and international corporations.  Their mission is to provide customized, efficient, and forward-thinking association management services to small and medium sized Associations with a highly skilled, dedicated team of Executive Administrators. 



Impact Services 



Dealing with Spooky Scammers

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Over the past couple of months, our team at Impact, has noticed several scam emails filing in from various unknown sources.  After doing further research, we noticed this was a trend among many associations and association management companies. These fraudulent emails often came with the request of a money transfer. Keeping money in the correct hands is incredibly important and because of this, we have created a list of tips to help associations keep an eye out for suspicious emails and scams.

  • Look at the email address of the sender. If the email is unfamiliar or appears odd, this should be your first red flag.

  • Pay close attention to messages during times where money is already being transferred. If your association is dealing with an upcoming event, membership renewals, or other busy times, make sure that nothing fishy passes under the radar. This is a prime time for scammers to target associations.

  • Alert other association members and leaders. Scammers can often use a leader’s name or email to send the request. Talking with the person in charge can clarify whether the email is from them and can spread the word of the issue. This can help to further prevent the problem in future cases.

Keep an eye out for scam emails and follow our tips or it just might come back to haunt you!


Evaluating and Increasing Fundraiser Participation

Getting people to participate in fundraiser events can often feel like pulling teeth. Understanding what motivates people to participate, why those who choose not to attend opt out, and what could push people to participate in future events are key components in increasing future participation. Here are a few ways to encourage involvement.

1.       Widening your reach. One primary cause for people not attending fundraising events is simply because they did not know about the event. It is important to look at your current marketing strategy for events and see where the plan could be better. Some solutions to this would be to be more active on social media, in the community, or building partnerships with other companies or associations.

2.       Spreading your mission. Making the cause of the fundraiser known is vital. The cause of the event can be a strong driver in participation. Emphasizing the cause in marketing messages will make people feel that their time and money are worth it. This can be done by showing who or what they money raised will be going to after the fundraiser.

3.       Creating a unique experience. Another important motivator for participation is creating an enjoyable and unique experience. Being innovative engages your audience and makes them more likely to participate. If you are stumped on ideas, we suggest 200+ Fundraising Ideas Proven to Raise More Donations For Your Cause.

4.       Bring a friend. Encouraging people to bring a friend to the event, not only increases participation, but also makes people more likely to go. Having someone to go with and socialize with makes the experience more fun and comfortable. Setting up a Facebook page for the event is a great way for participants to see if anyone else they know is going.

Improving marketing messages and creating a unique experience for participants can lead to a successful fundraising event. These small adjustments can lead to a bring return for your association.


Reaching a Larger Audience During Your Next Event


As an association management company, our team is involved with the planning and organization of many events. These events can include large conventions, multi-day conferences or annual board meetings. These events are a great way connect with current members but have the potential to reach further. By creating marketing material around your event, you can broaden the audience and inform others of your association or organization. Below is a list of ways to spread the word of your event and encourage attendance growth for your next.

  1. #Hashtags. Hashtags are a great way to connect the people at the event. If they post a picture or make a comment about the event on social media, it is important to encourage the use of a designated hashtag. If people who follow those that attend the event on social media, they have the opportunity to click the hashtag and get a feel for what the event entails.

  2. Picture taking is a must. It can be helpful to give people reasons to take pictures at your event. This could be done with a photo booth, Snapchat filter, or an aesthetically pleasing picture wall. The options are endless. This can add to the personality of the event and allows for free promotion on social media.

  3. The power of videos. If you have the resources, hiring someone to video the event and make a compilation of the top moments can come with a lot of benefits. Putting those videos to the perfect song can evoke emotion in people and possibly have them considering attending your next event.

These few ways to promote the event can make a big difference. At your next event, make sure you are utilizing these tools to increase awareness and create a brand personality for your association.

Welcoming Kids` Chance of Nebraska!

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Impact Services welcomes Kids’ Chance of Nebraska

October 9, 2018, Madison, Wisconsin –Impact Services (Impact) is pleased and proud to announce the signing of Kids’ Chance of Nebraska (KCNE) as their newest client.   

“Kids’ Chance of Nebraska is excited about our new partnership with Impact. As a completely volunteer board, we have reached a point that we need assistance to help spread our mission. We are looking to Impact to help us make an “Impact” on our mission.” shares KCNE President, Shawn Wills.  

“We’re thrilled to have the opportunity to support KCNE’s mission in providing scholarships for children in need. The dedication KCNE has to those whose parents were seriously injured or deceased due to workplace accidents is one that is making a difference. We are excited to be a part of that difference and develop this partnership,” adds Jodi Fisher, CEO, Impact Services

About Kids’ Chance of Nebraska

Kids’ Chance is an organization that was founded in 1988. KCNE’s mission is “To provide financial support to further the education of the children of Nebraska workers who have been severely injured, totally disabled or killed as a result of employment related injuries or occupational diseases. It is the goal of Kids’ Chance of Nebraska to make a difference in the lives of these children by providing scholarships to help eligible students achieve both their educational goals and their families’ dreams.” The volunteers on the board of KCNE strive to grow the organization and touch more lives. 


Shawn Wills, KCNE President 



About Impact Services  

Impact Services was founded in 2006 by Jodi Fisher, and since then they have successfully supported many Associations in growing and increasing profits and memberships. Now expanded into a robust team, Impact consists of Social Media experts, Non-Profit Administrators and Executive Administrative Assistants with impressive backgrounds in Association support, small business operations and international corporations.  Their mission is to provide customized, efficient, and forward-thinking association management services to small and medium sized Associations with a highly skilled, dedicated team of Executive Administrators. 



Impact Services 



The Importance of Client Evaluations


We recently participated in a webinar called Client Evaluations: What to ask and what to do with the findings, hosted by ASAE (American Society of Association Executives). As a small business, we are continuously evolving, learning and growing. Being a member of ASAE helps us do so! Below are a few of the questions we thought were most interesting including our take on them.  

What value does your AMC take from conducting Client Evaluations-is it worth the effort? 

Feedback from Clients is invaluable to our small business. We realize that people are busy (especially those who hold full time careers as well as volunteer their time to an Association), so we are especially grateful when we receive an evaluation response.  

It is our goal that the feedback directly relates to the level of service we provide. Our Clients are essentially telling us how to successfully support them, we’d be foolish not to listen! The key is to take the suggestions and create actionable items for our team.  

What metrics do you use to gauge your company’s performance? 

Our Director of Operations gets to know each Client as they on-board with our team. Their role is to check in with the new Client regularly during the first year. They address any changing expectations, opportunities for improvement, identify areas where more training would be helpful and gauge the overall satisfaction during the first stage of our partnership.  

We offer and strongly encourage Clients to participate in an annual review with the Director of Operations and the CEO of Impact. This is a great time to review the Organization’s goals for the upcoming year and again address any challenges or weak-points in the partnership. We also like to share our goals and areas of training we’ve invested in.  

We also use online surveys to gauge performance. These are carefully written, multiple choice surveys that can always be submitted confidentially.  

What key performance indicators show your impact? 

We agree with how the panel responded to this question. We measure the success of our Clients in several ways: showing growth in memberships, annual finances, conference attendance, longevity of members, increased involvement, increased communication with members, increased engagement online/social media, increased open rates of e-newsletters, etc. If our partner associations are experiencing success, then so are we.  

Impact Services Welcomes WEMTA


Impact Services welcomes Wisconsin Educational Media and Technology Association

October 2, 2018, Madison, Wisconsin –Impact Services (Impact) is pleased and proud to announce the signing of the Wisconsin Educational Media and Technology Association (WEMTA) as their newest client.  

“WEMTA is very excited to begin our partnership with Impact! We look forward to the growth and organization that Tammy and Ashley will provide us. In seeking out a new association management company, we sought experience, availability, and like-minded individuals. We believe Impact will be essential to WEMTA's success as an organization! ” shares WEMTA President, Michele Green. 


“We’re beyond excited to support WEMTA’s mission in providing learning experiences for students and encouraging their academic growth. WEMTA’s rich history and culture has shaped it to be an astounding association that is continuing to grow. We are proud to work with WEMTA and look forward to building this partnership,” adds Jodi Fisher, CEO, Impact Services. 


About the Wisconsin Educational Media and Technology Association

The Wisconsin Educational Media and Technology Association is an organization that serves school library media and instructional technology professionals. The association aims to provide leadership and professional growth in the educational community. WEMTA`s mission is “To provide learning experiences that prepare students to flourish in an information-rich world.”


Michele Green, WEMTA President


About Impact Services 

Impact Services was founded in 2006 by Jodi Fisher, and since then they have successfully supported many Associations in growing and increasing profits and memberships. Now expanded into a robust team, Impact consists of Social Media experts, Non-Profit Administrators and Executive Administrative Assistants with impressive backgrounds in Association support, small business operations and international corporations.  Their mission is to provide customized, efficient, and forward-thinking association management services to small and medium sized Associations with a highly skilled, dedicated team of Executive Administrators.



Impact Services







Setting and Achieving Goals for Your Association


When running an association, it is always important to keep your goals on the forefront. They keep the association moving in the intended direction and create a cohesive mission for all members of the association to work towards. With that said, here are some goals that many associations share and often have trouble achieving.

Bringing in the money. Money is the key to opportunities for associations. It allows them to reach more people and better manage the association. Obtaining more money can come by increasing both membership and donors. After this, the option to increase dues and event fees would allow the association to provide more resources and events for the members.

Growing membership. If your association is looking for members, some great ways to increase membership would be to increase awareness of the association. This can be done through informative marketing. Making sure the right people are aware of your association and have a full understanding of what your association does, will bring in more members. Another option would be to provide incentives for membership referrals from current association members. This could draw in a significant amount of new members.

Setting priorities. A lot of things can be thrown your way in an association. It is important to have a clear understanding of where priorities are ranked. This will allow the association to run more efficiently and smoothly. Setting priorities starts with communication. This can be done with board members and other crucial people to the association.