We answer emails, phone calls, run events, manage board meetings, update websites, maintain databases, process checks, run financial reports and so much more. If you name it, we can do it. Our specialized skill sets and unique range of services enables us to customize services for your specific needs.

Our Services

Executive & Administrative Staffing

We help you run every aspect of your organization. Our experienced and highly trained professionals are standing by to assist with board meetings, event planning, communications and everything in between.

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Bookkeeping & Accounting

Our trained accounting team reconcile bank statements, provide monthly financial reports, process accounts receivable and accounts payable in accordance with Generally Accepted Accounting Principles.

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Websites & Databases

We develop and maintain websites and databases that are clean, fast, functional, mobile friendly and affordable. With a CRM database, you no longer have to maintain and manually update your old contact files in Excel. All of your data is stored in one place making you more efficient and knowledgeable.


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Event Management

We have experience planning and executing events of all shapes and sizes. Our event planners have successfully run conferences and events all over the world.

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Membership Management

We help you develop strategies for not only maintaining, but growing your membership. We use the power of our CRM database to automate a variety of tasks such as billing, membership communications and reporting.

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Marketing & Communications

Getting someone’s attention requires strategic thinking and technical expertise. Our communications team has the tools and experience to ensure you have high email open rates and a marketing plan that maximizes your budget and reach.

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Our Team

Matt Haas

President/CEO

Christie Lebeiko

CFO

Marcel Bourdase

COO

Jose Torres

CIO

Ashleigh Servadio

VP of Non-Profit & Business Solutions

Tasha Perez

Manager Telephone Exchange

Courtney Kalashian

Manager Energy Division

Bobbie Fleming

Administrative Associate

Allen Huddleston

Client & IT Support Specialist

Adrianne Davis

Associate Executive Director

Samantha Dodero

Associate Executive Director

Melissa Esquivil

Receptionist/Accountant

Nicholas Grim

Marketing & Communications Coordinator

Hien Huynh

Associate Executive Director

Mark Rodgers

IT Assistant

Janet Smith

Accountant

Chris Stockton

Director of Administration

Rochelle Thomas

Energy Manager

FAQs

Absolutely. You are able to customize the services that fit your organizational needs that also fit within your budget. Our full service association management contracts include: Executive and administrative support, bookkeeping and accounting, IT support for websites and databases, event management and marketing.

We handle the entire HR aspect of hiring and assigning staff for you. During the onboarding and transition process, our management team learns about the needs of your organization and works to identify the best internal candidate to meet your current and future needs. Most transitions to your assigned administrative professional will be finalized within 6-12 months.

Our contracts are for 12 months and are priced in two ways: (1) flat monthly fee; or (2) on a per-project basis. When we base services on a flat monthly fee, we take an average of the staff time needed over a 12-month period. Every organization has busy and slow times and our services provide the type of flexibility required to meet your needs.   Manpower requirements average out over time and we provide monthly reports which outline staff time spent on specific projects and tasks. For special projects such as event management, strategic planning, website design and CRM database creation we provide services on a per-project basis.

The more time we have to prepare, the more seamless the transition will be for your volunteers, members and donors. Most new clients are looking to start between 1-3 months out. If you have immediate administrative needs, we can assist and have our team in place in less than a week.

Yes you can. Our IT and administrative team will work with your existing staff or volunteers to get access to the information we need to transition your existing website, phone number, emails and social media accounts. Most technologies are transitioned to our team within 7 business days, but can be finalized in as little as 48 hours.

Our standard office hours are Monday - Friday 9am - 4pm PT. Our administrative team is available outside of our normal business hours based on the needs of your organization. In addition, our call center is open and available to answer your calls 24 hours a day, 365 days a year.

It is probably easiest to start with what is covered. Our contracts include the costs associated with: employee salary and benefits, training and development, office space, technology and most software needs such as Microsoft Office and Adobe suites. Our contracts do not cover: staff travel expenses, software needs such as QuickBooks Online, CRM databases, CPA and legal fees, etc.  

You discover a new found peace of mind using our staff to serve as your Executive Director, program manager, bookkeeper and/or IT professional. There are multiple benefits to our services: (1) You eliminate the risk of being an employer (2) Workers compensation insurance, salaries, benefits, payroll taxes, hardware and some software costs are all included in our rates (3) We recruit and train new employees and are constantly providing continuing education to our  employees to ensure they are staying on top of the latest trends. (4) Specialized services which leads to greater efficiencies while saving you time and money.

We use an opensource web based CRM database called CiviCRM. CiviCRM improves your communications, tracks data and automates basic tasks such as event registration, donation management, email communication and so much more. Say goodbye to manually updating your old contact files in Excel. All of your data is stored in one place making you more efficient and knowledgeable. 

While our staff is experienced to assist with your advocacy and legislative needs, we do not have a lobbyist on staff. If you are an organization that is very active in advocacy and influencing legislation, we have a list of lobbyists we have worked with in the past that have been successful in delivering results for our clients.

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Testimonials

The Exchange has provided great support to our organization from fielding member calls, to taking on and implementing projects to improve the operations of our organization.

Nanda Nandkishore, CBI, CBB
Acacia Group, Inc.

The Exchange has been invaluable to our Society.  They have truly taken us to a level which we could not have achieved on our own.

Michelle Cochran, MD, DFAPA
Nashville Center for Hope & Healing

Communication is easy.  They assisted us with our staff transition, which was seamless and constantly recommend ways in which our organization can save money.

Cheryl Young, MS, R.T.(T)
Program Director at National University

The Exchange has allowed our non-profit to operate more efficiently and effectively, reducing the workload for our volunteer members and expanding our ability to impact the community at reduced cost.

Micaela Banach
Noonan Lance Boyer & Banach

The Exchange is a tremendous asset to our organization and continues to prove that year after year.

Hanu Damerla, MD
LA County Department of Mental Health

The Exchange has been the essential element in reducing, simplifying and stabilizing the finances required for the day to day management of our organization.

Sydney T Wright, MD
Psychiatrist

From the time we started working with The Exchange we have seen growth in our membership, increased attendance at our annual meetings, and the implementation of a quarterly newsletter.

Jane Gagliardi, MD
Duke University School of Medicine

The Exchange has been pivotal to our organization's growth and success. I cannot say enough good things about them.

Kimberly Cress, MD
Greenbrook TMS Therapy

Over the past 6 years the Exchange has changed the face and the energy of our Society. The professionalism of their staff has brought our organization into the 21st Century!

Zena Potash, MD
Psychiatrist

I wholeheartedly recommend the Exchange.

Neal Rockwood
Rockwood & Noziska

The Exchange is extremely reliable, accountable and proactive in serving the vast needs of our organization.

Amy Cole, MBA, CBB, CBI, M&AMI
ABI Business Sales Mergers & Acquisitions

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If you are interested in working with a team of professionals who constantly strive to exceed your expectations, we'd love to hear from you. Send us a note using the button below or give us a call!

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+1 800-835-3924