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The Trusted Advisor Program connects AMCI members with the professionals who guide associations every day. Whether you are a CPA, attorney, investment professional, consultant, or another advisor who regularly counsels associations, this initiative gives you practical tools and insights to confidently introduce the AMC model to your clients. It also equips AMCI members with resources to support those conversations and strengthen partnerships across the entire advisory community.
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 Association Management Companies (AMCs) are professional service firms that deliver management and operational support across functions such as strategy, membership, marketing, meetings, finance, and governance. AMC-managed associations achieve higher growth and remain more resilient in periods of uncertainty because they draw on a wealth of management knowledge and expertise as well as seasoned, trained specialists who can help you and your clients expand both opportunity and growth. |
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 Before recommending any solution, begin with a needs assessment. Consider your client’s or your own association’s financial health, staff capacity, governance challenges, and growth opportunities. Through this program, AMCI provides tools and consultations to guide this process so that everyone can identify when the AMC model is the right fit. |
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 As a CPA, attorney, investment professional, consultant, or other advisor, you are often at the center of your clients’ growth and change. You see opportunities and challenges first and are in a position to suggest solutions that help associations remain strong, seize opportunities, and deliver on their mission.
What to Watch For
Recognize the signals that an AMC could add value, such as leadership transition, rapid membership growth, board capacity limits, compliance pressures, revenue concentration, or outdated technology.
Conversation Starters
Scenario-based prompts for introducing the AMC model in a constructive way. Each one reflects both opportunities and pain points, from rapid growth to leadership changes.
Case Studies
Real-world examples of AMCs helping associations grow membership, stabilize finances, and diversify revenue.
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 AMCI members can access exclusive templates and outreach resources to build relationships with Trusted Advisors and showcase the AMC model. These materials make it easy to explain the AMC value proposition and create warm referrals.
Email Templates
Ready-to-use email templates tailored for CPAs, attorneys, and investment professionals.
Virtual Briefing Materials
Infographics and templates to help you reach out to a current or prospective Trusted Advisor.
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AMCs combine deep functional expertise with scalable systems. Associations get immediate access to multiple specialists, such as several meeting planners or finance professionals, rather than relying on a single hire. This depth ensures continuity during staff changes and creates a safety net during external disruptions, allowing boards and staff to stay focused on mission and member value.
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 Include testimonials from Trusted Advisors and AMCI members about how partnering with AMCs strengthened their client relationships and improved association outcomes. (NOTE: Can include ‘how we work together video from Megan and Dan)
Have a great experience with an AMC? We’d love to hear from you!
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 Embed the short explainer video here so both audiences can watch and share it with their networks.
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 Consider AMCI your resource to ask questions and find out more, to attend a Trusted Advisor briefing, or to connect directly with an AMC.
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