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Association Management, Event Management, Meet the Team

Why is what you do at MM important to the company? How does your job add value?

As an Account Coordinator, I manage multiple clients and provide support for Board and Committee initiatives. I also assist with database and website management, produce newsletters, announcements and membership communications for clients.  My job adds value to clients because I oversee and coordinate projects to ensure on-time delivery, provide valuable information to members and offer recommendations to improve processes.

What’s your favourite part about your job, specifically at MM or as an event planner/account coordinator/accountant/designer in general?

My favourite part about my job at MM as an Account Coordinator is that there is no such thing as an average day on the job.  It’s exciting to be doing something different each day. What drew me to MM is building strong relationships with clients and my colleagues. The first thing I noticed about MM was the educated, experienced and welcoming team that came with it, every member is involved in some way. It’s really motivating to come into an office all having such different backgrounds and experiences, who all offer unique value to MM and its clients.

Fun fact about yourself – anything you’d like, related to work or otherwise!

Fun fact about myself is that I love to cook and travel! I love to see new places and experience different food, people and learn the history of different regions. It allows you to push your boundaries, and try new things. I am already planning my next adventure!

Life tip to share – examples: What do you do to stay active? How do you unwind after a long day? What hobby do you do that works your brain? How do you find time to escape the city?

I walk to work every single day to stay active. I read a lot of fiction or cook up a new recipe to unwind after a long day. In the summer I try to find time to escape the city by going to a friend’s cottage or visiting my parents in Barrie.

Work tip to share-examples: How do you start your work day? How do you stay organized?

I’m definitely not one of those people who can skip breakfast and calmly sail through the morning on just a cup of coffee. No way! Breakfast is an absolute must for me. Once I’ve settled in with my desk breakfast and a cup of coffee, I go through my emails and my to-do list. Every evening before I leave the office, I write down what I need to do the next day. I organize my to-do list based on clients with each client representing a different colour in my Outlook calendar. This allows me to prioritize important tasks, and have an accurate overview of meetings and time sensitive tasks for that week.

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Event Management, Meet the Team

Hi everyone! I’m Sam, and I’m an Event Coordinator here at Managing Matters!

I found my passion for event coordination and management in a bit of an unusual way. I majored in History at Queen’s University with every intention of going to Law school, until one summer between third and fourth year when I stumbled upon a great job in fundraising for World Vision Canada. Upon returning to university, I decided to join the Queen’s World Vision Chapter, where I landed the role of Event Coordinator.

Unfortunately in the realm of charity and not for profit, accessibility and understanding can often be a problem. I challenged myself to reach out to my school and organized a really fun event with Britt Nilsson, a former contestant on the Bachelor, and I fell in love with creating fun events that encouraged people to view associations in a new way.

One grad school program and many events later, that is more important to me now than ever.

 At Managing Matters, we pride ourselves on delivering exceptional events that foster and strengthen our clients’ relationships with their members, and I’m so happy to be a part of that culture.

My favourite part of designing events is the moment when you finally see it all come together. There are a ton of details and moving pieces leading up to it, so it is super exciting when you can see them all work together as one.

I’m still just as passionate about World Vision today as I was back then, and in addition to sponsoring my own child, we have recently sponsored a little girl from the Dominican Republic here at MM! I’m also a huge advocate for mental health support and awareness. In a busy industry like events, it’s so important to take time for your own mental health and I like to meditate, journal or even colour after a long day.

When I’m not designing events, you can find me in the kitchen trying out new vegetarian recipes, running around in Sephora and experimenting with makeup, and checking out dog accounts on Instagram.

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Association Management, Creative Services, Event Management, News, Public Relations

It has been observed that new business owners and freshly-founded organizations often overlook the importance of having in-house accountants while being trapped in daily operational chaos. However, an accountant is needed for every association as they play a crucial role in various areas for running the association.

 

Financial Reporting and Cash Management

Financial reporting and analysis is a significant function that accountants provide. Accountants prepare financial statements periodically according to different groups of readers’ needs including: the Treasurer, President, members, bank, and government. They keep a clear track of all transactions, identify possible adjustments to the financial statements including note disclosures, and show highlights of the association’s financial performance. This financial analysis could pertain to specific areas that different readers might have more interest in. For example, membership renewal and new recruitment, conference and certification. The customized reporting and analysis will help the association set up a more realistic strategic plan and budget for the future.

Cash management is also an indispensable service that accountants provide. Associations need enough cash and reserves to fund the daily operations and accountants are needed to monitor the cash balance and budget for cash flow. 

 

Taxation

The Canadian Revenue Agency (CRA) and the government generally reserve the right to go back seven years to audit the association’s financials and tax filing. Therefore, it’s important for associations to keep consistent and proper bookkeeping and file the tax accurately each year on time. Missing the deadline or filing the incorrect amount could result in a future penalty and interest. Accountants protect associations from the audit risk and conduct tax planning when needed.

 

 General Governance and Control 

The accountants usually provide insights into the strategy and governance of the association. They analyze the association’s governance policies, design the internal control system and make sure the governance structure as well as the control system work effectively and are in compliance with the association’s mission, vision and regulatory. When there is lack of internal control system, inefficiencies usually arise in the association which can easily lead to a cash crisis. The accountant can help with setting up the procedure and monitoring the work flow to mitigate the risk. The effective internal control also provides extra assurance to the association’s financial health and can alleviate the burden of the annual audit.

 

Accountants usually will not only provide financial management with the association but also offer consulting services and professional recommendations. If you plan to start an association, it’s better to bring an accountant in sooner than later.  

 

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Event Management, Meet the Team
1.Why is what you do at MM important to the company? How does your job add value?

 

My role with the Managing Matters team is an Event Coordinator. This position requires organizational skills, ability to think outside the box and a unique sense of humour.
We are a team of 9 within our Events department and work together closely to ensure we provide our clients with excellent customer service and the “WOW” factor that makes an amazing event. I have learned a lot from my colleagues on the Events team and am always impressed by everyone’s professionalism and ability to juggle multiple events at once. My role with our company is important because as an Event Coordinator, we are the part of the puzzle that when linked together creates the picture.

2.What’s your favorite part about your job, specifically at MM or as an event planner/account coordinator/accountant/designer in general?

 

My favorite part of my job is two-fold. Firstly and primarily, the people that I work with are an incredible diverse group of thinkers and creatives. The personalities of everyone make for an incredible melting pot of experiences and opinions.

 

Managing Matters has created a company on the premise of how important it is to treat your employees as valuable and appreciated members of the team. We have bi-weekly wine parties as a means to unWINEd on a Friday afternoon and connect with each other on a level outside of work. We also have Company outings and after hours events designed to do the same thing.

 

Secondly, I would say the ability to do what you love in an environment that is encouraging and interactive. The opportunity to work with associations both nationally and internationally is wonderful and travelling to conferences while being able to explore new cities and countries is a welcomed bonus.

3. Fun fact about yourself – anything you’d like, related to work or otherwise!

 

A fun fact about me is that I used to be a freelance Makeup Artist which sparked my love for creativity and my love of Halloween. For me, Halloween is a huge event which includes redecorating a pretty significant portion of my home, Handing out candy and seeing the amazing and super cute costumes kids wear. I enjoy sourcing my costume every year from thrift stores rather than a costume store which allows me to be more adventurous and make it my own. Makeup on Halloween is the most fun that I have and allows me to take the character to the limits.

 

Aside from Halloween (which is a two month process in my world) I also love travelling and hope to see as much of the world as I can and check off a bunch of places on my bucket list before I kick the bucket.

4. Life tip to share – examples: What do you do to stay active? How do you unwind after a long day? What hobby do you do that works your brain? How do you find time to escape the city?

 

When I’m not working or I have some free time, I want to be travelling, watching movies or spending time with friends. My life tip to share would be: “Make life what you want it to be” It’s not always easy but having a goal without a plan is just a wish!

5. Work tip to share-examples: How do you start your work day? How do you stay organized? OR Your backstory – how did you get started in your career? How did you get where you are today?

I tend to start my work day by following up on emails, this helps me organize my priorities for the day. I stay organized with calendar reminders, and lots and lots and lots of post it notes.

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Association Management, Creative Services, Event Management, News, Public Relations


Many goals and issues of associations, private companies and corporations overlap. There is the common goal of promoting campaigns, fundraising or drawing attention to a relevant story, and on occasion, navigating a crisis. In recent years, companies and associations have looked to PR specialists to lead these initiatives. What they’re doing, in essence, is creating a jigsaw puzzle and finding the fit with your stories and the right journalist. Connecting the Pieces of the Puzzle, Changing a Challenge into an Opportunity and Completing the Puzzle are the steps that will expand your association’s voice.

Sarah Cooper brings over a decade of experience in communications (marketing, media and public relations) to Managing Matters. Her passion, dedication and strategic thinking are key for her clients reaching their goals and achieving success. Sarah has consistently secured significant editorial coverage for her clients in national print publications such as The Globe & Mail, The National Post and Azure Magazine. To read the full article online click here

This article has been featured on CSAE’s website on May 2017,



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