Solutions for Financial Services Associations

Fernley & Fernley has provided continuous management services to financial services associations and professional societies since 2003. Current clients represent the interests of certified financial analysts and professionals who conduct like-kind exchanges under Internal Revenue Code §1031.

Some of the valuable programs that have been developed and services that have been provided on behalf of our financial services clients include:

• Professional Certification Programs
• Continuing Education Seminars with Approved CE Credits
• Government Affairs and Lobbying
• Strategic Plan Development and Implementation
• Regional Meetings, Annual and Mid-Year Conferences
• Sponsorship Development
• Semimonthly Luncheon Meetings with Keynote Speakers
• Facilitate Board and Executive Committee Meetings
• Conduct Board Orientation Sessions
• Management of Committee Activities
• Plan and Execute Networking Events
• Develop and Implement Membership Marketing Campaigns
• Provide Budgeting and Financial Management
• Maintain Active Online Job Boards
• Produce Bi-monthly E-Newsletters
• Distribute Up-To-Date Legislative Alerts
• Website Hosting and Content Management

Our financial services clients, like many others, are continually looking for ways to reduce expenses. Through Fernley & Fernley’s strategic alliances with industry partners, we can utilize the combined buying power of our entire client base to negotiate favorable rates on meeting space, hotel rooms, insurance, legal and accounting services to the benefit of all.