About Us

Who We Are

Southwest Management, LLC (SWM) specializes in managing associations by providing efficient, cost-effective, and completely transparent “behind the scenes” management and administration solutions. Our company originated as a sole proprietorship in 1994. We now have a staff of five, plus a cadre of independent consultants all of whom bring unique strengths and skills that enhance the growth of client organizations. Each year, we plan and manage over eight conferences and over 30 meetings for our four clients.

We provide a dedicated account manager for each client. The account manager serves as the point person for all client services and issues, with support from all other SWM employees to help the client organization achieve its organizational, financial, membership, educational, and operational goals. SWM employees also are continuously cross-trained to support all clients in all service areas. This prevents any service disruptions and increases client satisfaction.

Why choose Southwest Management?

  • room_service Service Advantages
    • Integrated services
    • Aligned incentives that motivate us to help clients drive revenue and growth opportunities
    • Highly-qualified staff who focus on relationship-building, personalized client service, and member satisfaction
    • Prompt, efficient, cost-effective day-to-day administration
    • Flexible on-demand staffing as needed
  • monetization_on Financial Advantages
    • No employees; no payroll, no benefits management, no employer risk or liability
    • No office rent
    • No furniture or equipment ownership/maintenance
    • Lower overhead
    • No long-term commitments
  • trending_up Economies of Scale
    • Leveraged buying power; bulk purchasing
    • Shared staff and equipment
    • Cross-functional staffing reduces inefficiencies and ensures continuity (no downtime if a staff member is out)
    • Cross-client vendor relationships and management

What We Do

Membership Growth
  • Membership database management
  • Member services and inquiries
  • Support member recruiting initiatives
  • Develop marketing materials
  • Manage member renewals and dues collection
  • Market research and competitor intelligence
  • Targeted prospecting
Board and Committee Support
  • Board member engagement and support
  • New director orientation
  • Board, committee, and volunteer engagement
  • Board and committee meeting management
  • Minutes recording and reporting
  • Strategic planning support
Event Management
  • Budget development and management
  • Site selection and contract negotiations
  • Program development support
  • Marketing and promotions (website, mobile app, brochure design)
  • Sponsor solicitation and relationship management
  • Sponsor and exhibitor agreements and payments
  • Registration and payment management
  • Room block management
  • Speaker preparation, support, and expense reimbursement
  • F&B selections and management
  • On-site logistics, activities coordination, and troubleshooting
  • A/V services negotiations and management
  • Post-event evaluations
  • Post-event analysis and reporting
Office Solutions
  • Physical office and furnishings
  • Phone and internet services
  • Dedicated phone line and answering service
  • Mail receiving and sending services
  • Copier, fax, and postage meter
  • Filing and historical archiving and storage
Communications Support
  • Website management and maintenance
  • Social media management
  • Public and media relations
  • Publication preparation and distribution
  • External resources management
Financial Administration
  • Financial database management
  • Accounts payable and receivable
  • Payment processing
  • Financial reports
  • Financial trend analysis
  • Merchant services and credit card processing
  • Budget development and management
  • CPA financial reviews
  • 990 and other IRS filings
  • Bank and investment company relations
  • Vendor contract negotiations and management
Software Solutions
  • Website design
  • Membership database design and conversion
  • Financial database design and conversion
  • Microsoft Office applications
  • Other client-requested software applications
Consultant Management
  • Project management
  • Media relations
  • Product marketing and management
  • Member communication