McKinley Advisors’ Post

🎯 Thrilled to share our latest article in Association Forum on how associations can drive greater impact through strategic portfolio analysis! Did you know that some associations run hundreds of programs that go virtually unused? In today's rapidly evolving landscape, finding the right balance between mission impact and financial sustainability is more crucial than ever. We worked with the Specialty Food Association (SFA) to optimize their program portfolio. Bill Lynch, President of the SFA, shared that the changes they made as a result of our portfolio analysis led to the following: - Double-digit growth in exhibit space and attendance at their Fancy Food Shows. - Record-breaking new member acquisitions. - Significantly improved member satisfaction scores. The key? A data-driven approach to portfolio analysis that helps associations: 1. Evaluate program performance objectively. 2. Make informed decisions about resource allocation. 3. Navigate the emotional aspects of retiring legacy programs. 4. Stay responsive to changing member needs. As Jay Younger says: "Regular analysis of financial, human and operational investments ensures that associations maintain a healthy and sustainable balance across the portfolio." Read the full article by Caroline Baugher to learn how your association can use portfolio analysis to drive greater impact while preserving that critical balance between mission and margin: https://hubs.ly/Q02-M0mY0

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