Governance & Legal
BDO has been supporting membership organisations for more than 20 years. Our breadth and depth of experience in advising membership organisations is demonstrated by a portfolio of over 100 clients including royal charter bodies, chartered institutes, learned societies, professional institutions, regulators and membership trade bodies. As your circumstances change, we’ll give you all the support and guidance you need to deal with new risks and opportunities. If this change involves international expansion, we’ll make it happen – coordinating advice from a global network of offices across the UK and in more than 100 countries.
Our vast experience in this sector means we understand the issues you are facing: financial pressures, declining membership, digitalisation, and the unique regulations you must adhere to. At the same time, we also recognise that no two membership organisations are the same – you are structured to best serve the interests of your members. As such, we combine our experience and sector knowledge with a real understanding of your organisation and its aims, in order to provide tailored solutions and advice relevant to what’s important to you.
Our tailored services draw on our experience in the sector, combined with getting to understand you and your organisation’s aim. With this knowledge, we can provide you with the best solutions to fit your needs, be that one or a combination of the following:
- Audit, accounting and payroll
- Governance advice and training
- Internal audit and risk management
- Tax and VAT advice and compliance
- R&D tax relief and grants
- GDPR/data privacy assurance and outsourced DPO
- Information and cyber security
For more information on how we can help you thrive in a changing world, visit our website or contact Catherine Halsey at [email protected] or on 020 7334 9191.
CJ Association Management is a team of highly experienced association management professionals that help associations grow and improve their efficiency and effectiveness through the provision of high-quality business and marketing support.
CJAM Group creates and delivers powerful marketing programs to help associations succeed. Recent activities include high-profile PR campaigns, advertising support, brochure design and print, social media campaigns, e-newsletters, website design, launch events and conferences. Whatever your association needs, CJAM Group can deliver a tailored, effective and powerful solution. Services can be accessed either individually or as a fully integrated turnkey package, helping your association to thrive.
CJAM Group is a one-stop shop for all of your marketing needs, whether it’s an advertising campaign, new website, a prospectus, digital or social media plan, remote press office function or a memorable launch event, we can take care of it for you.
To discuss how our expertise can help your association thrive and grow, call Christine Joyce on 01787 226995 or email [email protected]
Please also see www.cjamgroup.co.uk
Susie Kay and The Professionalism Group specialise in providing Governance excellence for the membership and associations sector. We will help you to review and refresh your Governance arrangements and structures for maximum effectiveness, identifying changes required and easing the implementation process.
We will partner with you to build exceptional boards and board performance, thereby providing the best possible support for your staff in delivering services to members. The professionalism in your organisation will secure the public’s trust and your own reputation.
Additional advice and consultancy services include:
- Expert Facilitation for complex or difficult meetings, workshops, team and training days
- One-to-one Mentoring for Chief Executives and other members of staff
- Objective Reviews of your internal functions/activities
- Streamlining procedures to ensure optimum use of valuable resources
- Support in embedding Professionalism to drive best practice.
MemberWise Ambassador – Governance / CPD
MemberWise offer: 10% discount off first consultancy project* (New clients only)
haysmacintyre is a UK top 30 firm of chartered accountants and tax advisers. All of our 35 partners and 220 plus staff are located in central London – from where we provide advice to businesses, charities and not for profit organisations and individuals across the country and internationally. Our client delivery is enhanced by in-depth understanding of our clients’ sectors and our Professional Institutes and Membership Bodies (PIMBs) team is a key component of our not for profit business. We work with over 100 PIMBs clients including professional institutes and membership organisations, national governing bodies of sport, members’ clubs and national trade associations.
haysmacintyre was named ‘Audit Team of the Year’ at The British Accountancy Awards in 2017 and ‘Mid-Tier Firm of the Year’ in 2014. These prestigious awards recognise our commitment to service delivery, our innovative approach to the services and importantly, adding value to clients through our audit approach. We have also been selected as finalists in ‘Best Employer’ and ‘Tax Team of the Year’ categories in these prestigious awards.
Through our best in class accountancy, external and internal audit, corporate tax, VAT, employment tax, company secretarial and structuring and suite of business support services, we help our clients fulfil not only their compliance obligations, but also solve problems, grasp opportunities and achieve their goals. We base our ethical services on a deep understanding and application of current regulations and legislation and a full appreciation of our clients’ requirements and ambitions, which we combine to create a tailored solution.
Our not for profit sector team is one of the most highly regarded in the country and acts for over 600 clients, while we audit more of the UK’s top 5000 charities than any other UK accountancy firm (Charity Financials’ league table, [21 December 2017]). In the 2017 Charity Finance Audit Survey we are proud to be ranked in the top five for both ‘Charity Expertise’ and ‘Overall Service’, having been ranked for over ten years now in the top five for ‘Charity Expertise’. This reflects the quality of our people and their dedication to the sectors they work within.
Every membership body is unique and what works for one organisation, won’t necessarily work for you. We have an excellent understanding of the key issues relating to membership bodies, and the different constitutions that exist. So we take time to listen to you and understand your organisation, and your procedures and aims. Then we tailor our services to suit your needs. We’ll always be available to give you advice and attend meetings or answer your questions. We offer:
Priority services for membership bodies
- External audit
- VAT advice, in particular minimising irrecoverable VAT
- Internal audit
- Direct tax compliance and planning
- Employment tax
Additional advisory services
- Governance and risk
- Financial benchmarking and reporting
- Outsourced finance function
- Investment strategy and management (through Epoch Wealth Management)
Iroko Consulting is a niche consultancy working with membership and not for profit organisations to support sustainability and growth.
We understand the membership sector’s challenges to remain relevant to current members whilst attracting new members from the UK and overseas; deliver services through traditional and new digital channels; ensure consistent operational excellence; recruit, develop and retain skilled people and engage effectively with employees, volunteers and stakeholders.
Although membership bodies may share some characteristics, we know you need more than an off-the-shelf answer. We provide tailored expert advice and support to develop strong leadership teams, collaborative working, and maintain a highly skilled and motivated workforce. We start by spending time asking questions and listening to potential clients so we understand your drivers for changes and what you are looking to achieve.
Consultancy and advisory services include:
- Strategic HR/Organisation development projects
- Facilitating meetings, workshops, away days for Council/Boards and senior leadership teams
- Building and developing teams, cross team relationships
- Learning and development covering leadership, management and business skills
- Skills gap analysis and team structure reviews
- Recruitment support for senior appointments to Management teams/Board
With over 20 years’ experience working in the membership and not for profit sector, Jenny offers practical solutions to help improve operational effectiveness, develop services and improve organisational capabilities and capacity.
For an informal and no obligation discussion about how we can work with you please contact [email protected]
We are pleased to offer a 10% discount to Memberwise organisations (new clients only).
Xcina Consulting provide high quality risk, technology, assurance and advisory services to organisations, large and small, across multiple business and not for profit sectors.
Xcina Consulting focus on business critical issues faced by organisations:
- Risk management
- Controls and internal audit
- Organisational and business change
- All aspects of technology risk management including cyber security, General Data Protection Regulation (GDPR), business continuity and Payment Card Industry Data Security Standard (PCI DSS)
Mi-Voice are elections experts, providing consultation, e-voting, electoral and ballot services. Our approach is to facilitate greater engagement and consultation between your organisation and its members during elections, referendums and surveys.
We tailor our election services for each project and encourage clients to consider adopting technology to improve outcomes and better manage project budgets. Our services include our e-voting platform, postal and SMS voting options, micro-sites, social media integration, email and SMS distribution, direct client access to our real time reporting.
Mi-Voice provides electoral services to a large number of membership based organisations with a focus on developing products and services that facilitate greater engagement in democratic events; whilst delivering tangible cost savings through the use of technology. Our offering incorporates the modern and traditional voting options, ensuring it is as inclusive and as cost effective as possible. We have developed our own e-voting platform which supports surveys, integrates with social media platforms, provides improved marketing functionality and incorporates postal balloting. Our clients include The Royal Aeronautical Society, The Royal Society of Chemistry, The Institute of Physics and The Royal Society of Biology. Find out more via our website Mi-Voice Membership Sector Information
Phone: 02380 763980
Consort Strategy is a specialist consultancy dedicated to supporting organisation improvement, leadership development, good governance, and business growth. We work with Boards, their Chief Executives and their senior management teams to lead organisations’ strategic planning: stewarding productive partnerships, enhancing reputations, and creating cultures and environments conducive for individuals and membership organisations to prosper.
We work internationally and our clients include major trade associations, professional membership bodies, learned societies, and third sector organisations. We offer:
- professional training
- facilitated planning
- 1-2-1 coaching
- advice and guidance on all aspects of membership body governance, strategy and leadership.
|Member360 is a consultancy that supports a range of charities, trade bodies and associations throughout the UK; delivering informed advice for the sector’s key challenges and opportunities.|
The ongoing focus is the current hot topic – GDPR regulation. In this area Member360 is advising a number of clients via differing models of support, which, combined; represent 1.5 million members.
As lead consultant Paul has 15 years of project and programme management experience coupled with over two years informed & accredited GDPR regulation insight. Advice and guidance is available for what member organisations need to do to get their people, processes and technology in a state of readiness for the GDPR journey.
Paul Dawson-Hart writes GDPR related blogs, hosts GDPR events throughout the UK and is currently working on product development with a number of software providers in the sector to deliver membership focused solutions/platforms for the challenges ahead.
If you need external help and steering on your journey to ‘GDPR readiness’ Member360 offer an external GDPR programme manager service with a variety of models to suit your organisation and the resource, if any, you are able to dedicate.
The service is underpinned by the newly updated British Standard BS10012:2017 PIMS (Personal Information Management System) which acts a gap analysis for GDPR readiness, alongside a suite of membership focused templated GDPR policies, procedures and form which integrate into your ISMS (Information security management system), if you have one.
Remember, GDPR shouldn’t be approached with a single lens view, consideration is needed across processes, technology, data and people. Although GDPR is more an evolution in Data Protection, rather than a revolution; it’s still a business change programme, impacting the entire organisation from Marketing to HR, Finance to Facilities and throughout your supply chain.
Consentric by MyLife Digital has been launched to support GDPR compliance, helps organisations to manage the personal data they hold, simply and transparently, thereby enhancing trust, protecting brand reputation and helping to meet data protection obligations.
MyLife Digital was founded in 2014 and has developed Consentric; a cloud platform delivering strong governance of personal data across organisations through transparency, accountability and empowerment, aligned to GDPR articles.
MyLife Digital has been awarded preferred partner status by UKCloud, is on the G-Cloud 9 framework for public sector procurement, has gained Cyber Essentials and IASME Consortium certification and achieved the Information Security standard of ISO 27001. We are members of the DMA and IAPP.
Consentric is a UK sovereign, population-scale consent management system; hosted securely in the cloud. It can be easily connected to members and membership organisations data applications including, but not limited to, CRM, websites, mobile apps or campaign management systems. Supporting GDPR, it has immutable audit trails, a consent receipt generator, fully customisable user interfaces and can manage all six lawful justifications for processing personal data, not just consent to provide a full view of the members ‘permissions’. The product’s development roadmap will reflect further regulatory guidance, case law, customer feedback and technology improvements.
Consentric empowers members (directly or via proxy) to control how membership organisations use their personal data. They can see what data is being collecting and held about them, it lets them update their permissions, enables them to see the purposes for which the data was originally collected and, allows the member to agree if their data can be shared with other organisations. Any changes made by either the member or membership organisation are automatically tracked and logged within the audit trail.
Integration with CRM platforms i.e. Salesforce or Microsoft Dynamics is easily achieved to ensure appropriate compliance for the use of these systems and can be branded to ensure a consistent member user experience.
Consentric sits across your data repositories and member touchpoints to provide a single view of all your permissions for members, employees, volunteers, suppliers etc., supporting your GDPR governance.
This is managed within a GDPR compliant framework supporting the Rights of the Data Subject as defined in Articles 15 – 22 of the GDPR and is applicable to all membership organisations that handle personal data.
If you would like more information or to see a quick demo, please contact us at https://consentric.io/contact-us/
Electoral Reform Services is the UK’s leading independent supplier of ballot, election and voting services. Our experienced advisors help hundreds of institutes, associations and membership organisations to engage their members and deliver good governance around key issues and decisions.
We know what it takes to engage voters and we coordinate around 3000 voting projects in the membership sector every year. Over a third of these are online, using our ERSvotes platform, and this proportion is growing.
Our election and ballot services for membership organisations include:
· AGM, EGM and SGM related proxy voting and/or attendance
· Database solutions
· Research and analysis
· Voting websites, engagement platforms and videos
· Design, print and personalisation of voting material
· Specialist material, including Braille, easy-read ballot papers and translation services
· Dedicated project manager.
See how we helped the National Trust engage its membership, prior to and during their AGM.
Electoral Reform Services is part of the ERS Group. We work seamlessly with our sister companies:
See what the wider ERS group could do for you
Trade associations and membership organisations face many challenges, including retaining membership numbers, raising funds, governance and management issues and minimising membership services costs and tax burden. Kingston Smith’s multi-disciplinary, specialist trade associations and membership bodies team works with over 100 trade association and membership body clients, and has an in-depth experience of the issues these organisations face.
In combination with KSAM, our association management company, we offer a comprehensive range of highly specialised services tailored to your needs that deliver real value. KSAM is the largest association management company in the UK, and specialises in managing trade and professional associations, learned societies and other membership organisations.
If you’re involved in running such an organisation, we can support you in delivering the best possible service and can provide you with a carefully tailored package of services, including:
- Assurance services
- Employer services
- Financial and accounting support
- Governance and strategic planning advice
- HR issues
- Income streams and marketing advice
- IT advisory services and IT outsourcing
- Membership & IT outsourcing
- Member recruitment and retention
- Professional management services
- Tax planning advice
- VAT & Duty planning
Download our latest newsletter Association Matters
To find out how we can help your organisation, please contact:
Bates Wells Braithwaite (BWB) is a leading professional services consultancy, combining a pre-eminent legal practice with non-legal consultancy services in outcomes-based planning and strategy, and financial services compliance.
Our multidisciplinary legal team provides clients with practical, enterprising and commercial advice based on a detailed understanding of membership organisations, in areas such as;
- Structures and constitutions
- Competition law
- Data protection and Freedom of Information
- Business advice
- Employment law
- Real estate law
- Complaints and dispute resolution
Our clients cover a wide spectrum of commercial and non-commercial activity, from large businesses and regulatory bodies, to not-for-profit organisations, charities and other social enterprises. Organisations range from national concerns to local, owner-managed businesses.
Many of our clients also take a variety of less well understood legal forms, with which we are familiar. These include companies limited by guarantee, unincorporated associations, co-operative and community benefit societies and community interest companies. Our understanding of the legal structures and the sector’s drivers gives us particular expertise in this field.
BWB is proud to be the first UK law firm to certify as a B Corporation
We are publishers of Law-Answers.com a curated portal website providing answers to legal questions on business, personal & family & Brexit topics. Our other portal site, LawDocs4All.com, provides access to a wide range of professionally drafted legal templates for business and personal use. Together, our portals address the increasing access deficit in the legal services market.
Our products/services include:
- 37 Business Law Topics Help Desks
- 38 Personal & Family Law Topics Help Desks
- 9 Brexit Help Desks
- Bespoke members benefit help desk service
- Legal fee savings calculator
- Over 400 Legal Templates & Guides