Member Eligibility

Membership Eligibility Criteria - Updated for 2024!

To be eligible to be an AMC Active or Provisional Member, your AMC must meet the following criteria: 

  • My company is a for-profit corporation.
  • My company is an AMC providing a full range of association management services to one or more organizations. (Provisional: 1; AMC Active: 2+)
  • My company recognizes the unique mission, goals, structures, and needs of each of our association clients and uses our best efforts to meet these needs.
  • My company operates ethically and in compliance with all applicable laws and regulations.
  • My company accurately represents its expertise, experience, credentials, and services to the public.
  • My company manages all client accounts and funds in accordance with generally accepted accounting principles (GAAP) unless a client specifically directs in writing that we account for funds on a Cash Basis.
  • My company complies with the non-profit federal tax requirements to ensure that our clients maintain their tax-exempt status.
  • My company does not co-mingle any client funds or other assets with those of the AMC and/or any other client funds or assets.
  • My company holds client funds under our management only in accounts established in the name of each client at either a commercial bank or another financial institution that protects funds according to the risk tolerance and investment policies of the client. 
  • My company (including its owners and key executives) will not use any client funds for any reason inconsistent with the authorization of the client’s board of directors, including as directed by its board policies. 
  • My company does not: (a) comingle any Data of a client with the Data of any other client; and (b) use any Data or intellectual property of a particular client for any purpose whatsoever other than to provide services to such client, unless another use is specifically agreed to in writing by a client. “Data” is defined as any information of any kind about a client organization, any of its stakeholders, or its operations acquired because of the client relationship. 
  • My company has adopted policies to ensure disclosure to clients of all income received from commissions, finder's fees, and other sources directly attributable or related to each client.
  • My company has written agreements with each client whenever feasible stating, at a minimum, the services to be provided, fees and billing procedures, and the term and termination aspects of the contract.
  • My company maintains a confidentiality policy with each client, either as part of the contract or in a separate written document, which we honor at all times.
  • My company has an evaluation procedure for all employees covering competencies, performance assessment, and professional development.
  • My company has in place a comprehensive insurance program that provides minimum coverage where such coverage is available in the state or country where my company is headquartered. This includes:
    • Commercial General Liability
    • Property Valuable Papers
    • Employee Dishonesty
    • Money and Securities
    • Computer equipment and data
    • Non-owned and hired auto liability
    • Worker's Compensation Errors and Omissions
  • My company maintains complete and accurate records (property, paper, electronic, contracts, and materials) for each client.
  • My company agrees to avoid any and all potential client conflicts of interest.
  • My company communicates regularly with each client to ensure we are providing all contracted services in an effective and efficient manner.
  • My company ensures the integrity and confidentiality of each client's relationship with its legal counsel and the protection of all privileged materials and information.

I have read, understand, and agree to abide by the principles as stated in the AMCI Code of Ethical Values.

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