Services

Strategic partnership for purposeful progress

SOAR helps associations, non-profits, and mission-driven organizations run more clearly and confidently, with stronger operations, well-managed programs, and dependable leadership.

No project is too big or small. Whether you need to think through a specific challenge, receive support with a task, or overhaul a complex program, SOAR tailors its support to meet your organization where it is.

Annual Conference & Event Leadership

Experienced leadership for high-impact, high-stakes events.

SOAR provides experienced leadership for conferences, trade shows, cadaver labs, high-stakes VIP events, and specialty training programs. With more than a decade of experience managing 3,500+ attendee annual meetings, AATB-compliant surgical labs, and multi-million-dollar event portfolios, we guide every detail with clarity, professionalism, and purpose.

How We Help

  • Build comprehensive project plans and timelines
  • Oversee budgets, vendors, and risk
  • Venue sourcing + vendor and contract management
  • Exhibit, sponsorship, and revenue strategy
  • Program development + faculty and speaker coordination
  • Cadaver lab planning + regulatory compliance
  • Tradeshow oversight + partner engagement
  • Onsite leadership + risk management
  • Post-event debrief, reporting + continuous improvement

Ideal For

Associations, medical societies, and nonprofits running high-stakes events who need strategic, trusted leadership from start to finish.

Building the systems that support your mission.

SOAR evaluates how your organization operations and builds practical, sustainable systems that make daily work easier, clearer and more aligned. With experience leading organization-wide operations, restoring accreditation, and managing $7.5M budgets, we will help make your organization more functional.

How We Help

  • Assess workflows, tools, and communication practices
  • Identify bottlenecks + misaligned responsibilities
  • Redesign processes for clarity + efficiency
  • SOP development + documentation
  • Budgeting + forecasting frameworks
  • Contracting + vendor management systems
  • Internal communication + decision-making models
  • Tools + technology recommendations
  • Implementation roadmaps + change adoption support

Ideal For

Organizations experiencing growth, transition, or operational strain that need more clarity, alignment, and sustainable structure.

Experienced leadership that brings steadiness and strategic insight.

When organizations face turnover, rapid growth, or operational challenges, SOAR provides steady, senior-level guidance. With a background in multi-department leadership, governance support, and operationalizing long-term strategy, we offer clarity, stability, and grounded leadership during moments of transition.

How We Help

  • Weekly operational and strategic leadership
  • Staff coaching + accountability frameworks
  • Role clarity + organizational structure recommendations
  • Budget visibility + vendor oversight
  • Governance support + board communication
  • Project prioritization + decision-making guidance
  • Change management support
  • Stabilization during leadership gaps

Ideal For

Associations and nonprofits navigating transition, staffing changes, or operational overwhelm that need experienced leadership in a flexible format.

Additional Areas of Support

SOAR also offers expertise in:

  • Accreditation & compliance (ACCME, AATB)
  • Education program design & evaluation
  • Revenue strategy & industry partnerships
  • Board retreats & strategic alignment facilitation

Extended Capabilities

SOAR partners with a network of trusted professionals to support organizations with needs that extend beyond our core services. This allows us to provide seamless, end-to-end support – without the overhead or limitations of a traditional consulting firm.

Through our network, we can connect your team with experts in:

  • IT and technology support
  • Legal and compliance guidelines
  • Accredited continuing medical education (ACCME/CME) support
  • Project management and PMO services
  • Graphic design and branding
  • Strategic planning and facilitation
  • Financial and operational consulting
  • Governance and policy development
  • Photography and videography
  • Human Resources and employee benefits

How This Benefits You

  • One point of contact – SOAR manages or coordinates all the work
  • Access to vetted, high-quality professionals
  • Flexible support without committing to multiple vendors
  • The right expertise at the right moment
  • Continuity and alignment across disciples

If your organization needs something outside our primary scope, we bring the right people to the table – or connect you directly with trusted partners who can help.

Ready to strengthen the systems behind your mission?

Let’s create clarity, confidence, and sustainable structure for your organization.