Outsourced Management for Associations & Boards


When, why, and how to partner with an outsourced management company — A practical guide for associations and boards with executives from Kellen, Upton Associates, and Smith Moore & Associates.


About Tom Gooding

Tom Gooding leads Kellen’s corporate business development efforts and oversees a number of shared services teams, including client technology, design and corporate partnerships sales. He also provides strategic guidance to several trade associations focused on federal advocacy in the technology, energy and transportation industries.

About Kellen

Kellen is a global association management and communications company born to help build stronger not-for-profit organizations, so they can make the greatest impact. We do it by freeing volunteer leaders from the constraints, inertia, and fear holding them back and then empowering them with the strategic thinking, best practices, technology, and top talent they need to achieve their goals.

About Barbara Geiger

Barbara has been with her family business, Upton Associates since 1980. In addition to managing three occupational licensing boards and meeting management for multiple clients, she also manages the day-to-day operations of Upton Associates.

About Upton Associates

Established in 1976, Upton Associates manages associations, meetings, conferences, and trade shows for corporations and non-profit groups, and occupational licensing boards for the State of North Carolina. Upton Associates provides in-house expertise solving all your management needs.

About Justin Lewis

Justin has worked in the IT field for 20 years, and has experience with installation, configuration, and support for Internet connections, networks, websites, listservs, and more. In recent years he has studied the programming languages Python, R and the Web framework Django, and spends some of his free time researching productivity, data science and playing with his daughters.

About Smith Moore & Associates

Smith Moore is a full service association management company. Our services are tailored to the specific needs of each of our nonprofit association clients, ensuring the association’s leadership can focus on the vision of the organization while remaining confident its day-to-day operations are running smoothly. We strive to realize the growth potential of each of our organizations, working closely with volunteer leaders to assess the needs of the membership and embrace its goals and mission.