"Sterling Strategic Management has provided quality administrative services for the Partnership for Philanthropic Services since 2008. As a result of their proactive leadership, Sterling Strategic Management has been instrumental in helping our organization operate more efficiently and lower expenses. In addition, they do a fantastic job of professionally managing our regular meetings and events, particularly our annual conference. They make us feel as though we are their only client and interact with us as if they are they are members of our organization. We are fortunate to have Sterling Strategic Management as part of our team."
Debbie P. Bills, Manager of Trusts & Bequests, Office of Gift Planning
"I have only positives to share about the California Advancement Researchers Association's experience working with Sterling Strategic Management the past 3 years. Their team is responsive, professional, and efficient - and they have our best interest in mind. It's been just a pleasure to work with them. Sterling has helped to make our association shine and our partnering with them has absolutely been worth the investment."
California Institute of Technology
Past President, Partnership for Philanthropic Planning of Greater Los Angeles
Kimberly Ordunio, Director of Prospect Research,
"Sterling Strategic Management provides the best administration support for our philanthropic association. We had interviewed and screened other candidates but SSM came with the highest recommendation as well as the full-range of services we needed to meet our needs. Jerry Packer and his team are detailed-oriented, technologically sophisticated and adept at providing better benefits to our members and helping us stay competitive among other associations. SSM provides man-power at a micro and macro level: from logistics and event planning at our general meetings to playing a critical role in the execution and planning of our annual regional conference, the biggest and most attended planned giving conference on the west coast. On a daily level, they also handle our new membership needs, oversee our web-based platform, and provide white-glove service to our guest speakers and corporate sponsors. Since working with SSM, we now have a business continuity plan in place and life is just easier for our board members. Plus, working personally with Jerry is always an enjoyable experience."
Loyola Marymount University
President, California Advancement Researchers Association
Bonnie Hong, CAP
"The Association for Applied and Therapeutic Humor has forged a realistic budget, produced outstanding conferences and developed creative solutions as a result of our relationship with Sterling Strategic Management. Their expertise has led to our growth in many areas including conference organization, budget analysis and strategic planning, all of which have truly nurtured our not-for-profit association. The staff is exceptional! They are not only professional, efficient and organized, but their communication skills include something we greatly value - a fantastic sense of humor!"
Morgan Stanley Smith Barney Wealth Management
President, Partnership for Philanthropic Planning of Greater Los Angeles
Mary Kay Morrison, M.S.
"It has been a pleasure working with you and your amazing team over the past four years. I can confidently say that in your role as Executive Director of the California Court Reporters Association, you have proven to be, without question, an invaluable asset. You and your staff have always been consummate professionals and have worked, quite visibly hard, to make our work as board members as productive and rewarding as possible. Your leadership, input, and sound advice in helping us succeed and carry out our important work has always been carefully thought out and presented. I have especially been impressed with your keen intellect and your preparedness and organization during Board meetings. I appreciate your conscientious desire to create an enjoyable and pleasant environment within which to work and the ease with which you seem to accommodate every request. Your natural talent to strengthen relationships and engender cohesiveness among our board members is remarkable, and your dedication and loyalty has not gone unnoticed.
Conference Chair, 2010-2011, Association for Applied and Therapeutic Humor
I am deeply grateful for the opportunity to have worked closely with you and your staff while I served as 2009 Convention Chairperson. Despite all the intricate details and strategizing necessary to make our event successful, you patiently guided and assisted me in designing a three-day conference, which proved to be one of the most successful in our organization's history. I can honestly say that of the numerous companies I have worked with during the last fifteen years, yours has, by far, exceeded every expectation. Your personal integrity and the high level of attention you give your clients is impressive, and the respect you command is quite evident. Any organization would be lucky to have someone of your caliber work with them!"
Natie Flores Alvarado, CSR
"Just wanted to drop a note of thanks to you for all of your organization, reports, patience and help. You're a rock for all of us."
Alvarado Court Reporters
Director, 2009 Conference Chair, California Court Reporters Association
Linda J. Hart, CSR, RMR, CRR
Director, California Court Reporters Association
I have had the pleasure of working with Jerry Packer and Sterling Strategic Management for several years in conjunction with the administrative services they provide to the Partnership for Philanthropic Planning. Jerry and his team at Sterling provide comprehensive support in a consistent, dependable and professional manner. They are proactive, efficient, cost conscious and supportive far beyond the specific requirements of their engagement.
"The three "A's" of an exceptional organization are Ability, Availability, and Affability. Sterling Strategic Management exemplifies all of these traits. As a board member of AATH and the 2011 Conference Chair, SSM has been invaluable in the running of our organization and making our conference a success. Thanks!"
Jerry is a constant source of ideas which he offers with enthusiasm - he is always available and responsive to requests for assistance. His thoughtful execution of his responsibilities is a source of great reassurance. As the former secretary and current treasurer I am personally grateful for the support I have received in the performance of my board responsibilities. Jerry has managed the finances of PPPLA with the highest level of fiscal responsibility. His team maintains the books and prepares reports for board meetings in an accurate and timely manner. Jerry is constantly working with the board to identify opportunities to operate with greater economic efficiency. Jerry is always prepared and quite adept at anticipating the individual and collective needs of the board. Jerry conveys his personal support of the organization’s mission and success – with a can do attitude and a wonderful sense of humor. We are most fortunate to have such a stellar partner.
David Moses, Director Planned Giving, The ALS Association
Treasurer, Partnership for Philanthropic Planning of Greater Los Angeles
Joel M. Schwartz, M.D.
"I also want to let you and your staff know how much I appreciate the massive amount work you've done on the front end to improve the way we move the association forward. It's a lot like a couple of outside audits I've been involved in; we get a better picture of financials, membership, etc., and how we've gone about business in the past and how we can really improve how we go about business now and in the future. You've broken down, categorized and described a massive amount of information in a way that I can better analyze and consider it in order to understand how to best target important areas and issues, and increase my ability to help the team get the job done."
Conference Chair, 2011, Association for Applied and Therapeutic Humor
"I have worked with many planners over the past 10+ years and from a hoteliers perspective it is an absolute pleasure working with Jerry Packer and his team at Sterling Strategic Management (formerly the Droz Group). They are a professional and hardworking team with a wealth of meeting industry knowledge and the capability to handle the entire meeting planning process from beginning to end that ensures that each group's goal of a successful, flawless meeting is achieved. Sterling Strategic Managements knowledge of meeting planning is immeasurable and truly makes the clients and hotel's job much easier."
San Diego Superior Court
Director, California Court Reporters Association
"In the past 6 years, Jerry Packer of Sterling Strategic Management has not only been a trusted partner in our Association's growth, he has also been a friend. Not the kind of friend that will tell you that you look good in a pair of jeans when you really don't but the kind of friend that is honest, trustworthy, and loyal. He and his team have helped the Association for Applied and Therapeutic Humor gain momentum in our efforts to make a difference for those we serve, become more strategically focused, and not lose the heart of who we are. I am looking forward to our continued relationship as we forge forward and suggest, if you're looking to do more, be more and serve more....your association do the same."
National Sales Manager
Destination Hotels and Resorts
LCDR Chip Lutz, USN(Ret)
"As the President of the National Association of Insurance and Financial Advisors of Orange County, I have been dealing closely with Sterling Strategic Management for the past three years. They've always done an excellent job and we at NAIFA-OC have been extremely satisfied with their professionalism, experience, and reliability. Jerry Packer and his executive team have always gone above and beyond to deliver exceptional results. In addition, I am impressed by the integrity SSM uses to guild their company and our association."
President, Association for Applied and Therapeutic Humor
Jonathan Fagan, Chief Development Officer, Northwestern Mutual - The Waltos Group
President, National Association of Insurance and Financial Advisors of Orange County