Our Clients

We work effectively and tirelessly with association boards to strategically grow and better their organizations.  Above all else, we value our relationships with our clients and have proven our ability to work as a team with leaders and members who are passionate about their subject matter and their goals.  In every way, we will become your full-time staff team.

Association for Corporate Growth, Orange County
ACG Orange County’s members serve as the lenders, attorneys, accountants, search firms, and advisers to growing middle-market companies. ACG OC’s Annual Private Equity Marketplace Deal Flow & Wine Tasting draws over 700 attendees. Other signature events include the Annual Awards (500+ attendees) and the SoCal Capital Summit. 

Association for Corporate Growth, San Diego
ACG San Diego’s members serve as the lenders, attorneys, accountants, search firms, and advisers to growing middle-market companies. ACG San Diego’s Capital Conference offers tremendous M&A networking and informative panels and draws over 300 attendees from the region’s leading investment banks, private equity investors, business owners, and executives. Other signature events include the Surfside Summer Social and the Del Mar ‘Day at the Races’.

Financial Executives International, Orange County
FEI Orange County is comprised of members who hold positions as Chief Financial Officers, Chief Accounting Officers, Controllers, Treasurers, and Tax Executives at companies in every major industry.

International Facility Management Association, Orange County
IFMA Orange County is the association for facilities management professionals, dedicated to promoting excellence in the management of the work environment. Members may earn the FMP credential. 

Orange County Employee Benefits Council

OCEBC’s nearly 400 members are drawn from employers, insurance consultants and brokers, group marketing representatives, life underwriters, CPA’s, attorneys, third-party administrators, providers, HMO’s, PPO’s, utilization review organizations, and other professionals in the employee benefits field. OCEBC is dedicated to providing engaging network opportunities and the exchange of topical information and education for members to enhance their careers and contribute to the betterment of the employee benefits field. Signature events include the Healthcare Symposium; Women’s Event; and Golf Tournament.

United Trustees Association
UTA is the association for the nonjudicial default servicing industry. UTA membership is comprised of those acting as trustees under real property deeds of trust, including attorneys, employees of title companies, financial institutions, and allied support organizations, including posting and publishing companies.  Members may earn the Trustee Sale Officer certification.