What SBI Association Management does

SBI Association Management is a full-service Association Management Company (AMC) headquartered in Seattle, Washington, that provides outsourced management services to nonprofit professional societies, trade associations, and other small-to-mid-sized nonprofit organizations. Founded in 1992, the firm operates as a fully remote organization with 25 staff serving 17 association clients and executing more than 100 events annually. SBI positions itself as the largest AMC in the Pacific Northwest and holds AMC Institute accreditation, a credential it markets to differentiate from informal consultancies.\n\nThe service portfolio spans six integrated offerings: Member Services, Technology Solutions, Executive Services, Event Management, Marketing and Communications, and Financial Management. Its technology stack is built predominantly around the third-party MemberClicks Association Management Software (AMS) platform, complemented by client websites, social media platforms, and mobile event apps. Notably, the firm embeds its executives directly into client operations, with SBI staff serving as the de facto Executive Director for multiple clients including the International Ombuds Association (IOA), Washington State Society of Anesthesiologists (WSSA), and Pacific Coast Reproductive Society (PCRS).\n\nThe business operates a fee-for-service, monthly retainer model with contracts scoped to the services selected by each client. Customer acquisition is sales-led via direct outreach, RFP submissions, and inbound inquiries through the company website (sbims.com). SBI was acquired by Collegium, an AMC aggregator, in 2021, and has since executed tuck-in acquisitions of LoBue & Majdalany Association Management (February 2022, adding technology and healthcare verticals) and the announced Melby, Cameron & Anderson deal, indicating a roll-up consolidation strategy under the new parent.

Name

SBI Association Management

Legal name

SBI Association Management

Website

https://sbims.com

Company type

Private

Founded year

1992

Operating status

Operating

Headcount range

11–50 employees

Short description

SBI Association Management is a full-service association management company headquartered in Seattle that serves nonprofit professional societies and trade associations with outsourced member, executive, technology, event, marketing, and financial management services on a fee-for-service retainer basis.

Ownership category

akta.pro rank

Product category

Association Management Services

NAICS

Management of Companies and Enterprises (55), Convention and Trade Show Organizers (561920)

SIC

Services-Membership Organizations (8600), Services-Management Consulting Services (8742)

akta.pro primary industry

Association & Society Conference Management (Nonprofit, Professional Bodies) (THAHACAA)

Keywords

• Association management services
• Nonprofit management
• Event management
• Executive director services
• Membership marketing

Headquarters

HQ city

Seattle

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Association Management Services (Fee-for-Service): SBI operates as a fee-for-service association management company, providing comprehensive management solutions to associations on a monthly retainer basis. Services include member services, executive management, marketing and communications, technology solutions, event management, and financial management. The AMC acts as the home office for nonprofits, charging fees based on the scope of services contracted.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels6 records

Core offering

SBI Association Management is a full-service Association Management Company (AMC) that provides outsourced operational management to nonprofit professional societies, trade associations, and membership organizations. Its core offering bundles member services, executive services (including serving as Executive Director), event management, marketing and communications, financial management, and technology solutions under a single contracted engagement.

Product overview

SBI Association Management is a full-service association management company (AMC) offering a comprehensive suite of services as a unified offering rather than discrete software products. The core service portfolio includes Member Services, Technology Solutions (encompassing Association Management Software, websites, and mobile event apps), Executive Services, Event Management, Marketing and Communications, and Financial Management. These services work together to provide end-to-end management for nonprofit professional societies and trade associations, allowing organizations to focus on their mission while SBI handles day-to-day operations.

Differentiator

Problem solved

Functional benefit

Products and services

• Member Services Professional, proactive customer service and day-to-day operational support for nonprofit associations, including membership database management, member onboarding, and retention programs. Targeted at volunteer boards and member-based organizations.
• Technology Solutions Deployment and management of innovative tools and systems — including Association Management Software (AMS) via the MemberClicks platform, custom websites, mobile event apps, and social media platforms — designed to attract, retain, and engage members of nonprofit associations.
• Executive Services Strategic executive expertise and operational oversight for volunteer boards of directors, including serving in the Executive Director role for client associations to provide leadership continuity and best-practice management.
• Event Management Professional meeting planning and execution for association meetings, conferences, webinars, and continuing education events of any size, including online registration, virtual conference production, and onsite staffing.
• Marketing and Communications Marketing plans, communications calendars, sponsorship development and stewardship, social media management, and member communications designed to deliver value and increase engagement for nonprofit associations.
• Financial Management Secure, reliable association budgeting, bookkeeping, financial oversight, and reporting services to ensure the financial health and compliance of nonprofit associations.

Quantifiable outcome

• Associations realize an average increase in gross revenue of 9.6% and net operating income of 13.7% in the first year under AMC management (AMC Institute 2020 Performance Study)
• +2 more outcomes

Named customers12 records

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature1 record

Partnerships

Six partnerships are on record, tiered acquisition, parent/ownership, core and minor.

• LoBue & Majdalany Association ManagementacquisitionOthers · 1 February 2022SBI acquired LoBue & Majdalany Association Management, effective February 1, 2022. The acquisition expands SBI's portfolio into the technology and healthcare sectors and involves strategic changes for key personnel.
• Collegiumparent/ownershipOthersCollegium acquired SBI Association Management (announced on the SBI blog). Collegium is a company that acquires and operates association management companies. SBI operates as a Collegium portfolio company with the Collegium Trusted Partner seal displayed on their website.
• AMC InstitutecoreStrategic or Co-development PartnerSBI is a member and accredited by the AMC Institute, the trade association representing over 180 AMCs that collectively manage over 1,800 associations. AMC Institute provides research, best practices, case studies, and business tools for AMCs. SBI participates in AMC Institute case studies and leverages their research data.
• MemberClickscoreTechnology or IntegrationMemberClicks is a membership management software provider. SBI implements and manages the MemberClicks platform (AMS) for client associations. For example, SBI launched a new website and AMS on the MemberClicks platform for the International Ombuds Association (IOA) in January 2019.
• American Society of Association Executives (ASAE)minorStrategic or Co-development PartnerASAE is the association for the association industry with more than 44,000 members representing over 7,400 associations. SBI references ASAE research and data to support their industry positioning and value proposition.
• Melby, Cameron & AndersonacquisitionOthersSBI announced the acquisition of Melby, Cameron & Anderson (another AMC), expanding their association management capabilities and client base.

Scale indicators5 records

Recent moves6 records

Expansion highlights6 records

Market position

Competitive moat6 records

Key highlights7 records

Customer concentration

• Xx.com/sbistaff
• Facebookfacebook.com/SBI-Association-Management-166784640006533
• LinkedInlinkedin.com/company/sbi-association-management
• Instagraminstagram.com/sbistaff

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Subsidiaries2 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A1 record

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about SBI Association Management