Dear Secretaries, Local and District Officers, Staff, and Grand Line Officers,

We invite you to join us this month for our live training sessions! Attend our Daytime Office Hours or our Groupable Membership and Financial Management sessions, available in both daytime and evening slots.

ANNOUNCEMENTS/HEADLINE FEATURE

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2026 Training Schedule

All sessions are in EASTERN TIME.
Registration is required.
 

Types of Training:
OFFICE HOURS (2-hour block): Come with any support questions that require live assistance (you have submitted a support ticket and need a screen share). 

SECRETARY/OFFICER TRAINING (1-hour block): See the agendas in the schedule below. 

June 2026 

PARENT GROUP ONLY SESSIONS 

Parent Organization: Groupable Office Hours (Register) 
Wednesday, June 3rd, 1-3:00 pm EDT, 12-2:00 pm CDT 
Come with your Parent Group / Office questions, or join us to learn about recent updates!  
*reserved for Grand Body Officers and Office Staff* 

SPECIAL SATURDAY SEMINAR  

Comprehensive Groupable Training Seminar (Register)  
Saturday, June 13th, 10 am-12:00 pm EST, 9 am-11:00 am CST  
This training will combine the subject matter of our three existing training sessions (Member Management, Financial, and Connect & Engagement) into a comprehensive offering for those who are unable to attend our weekday and evening sessions.   

OPEN SESSIONS  

Groupable Office Hours (Register) 
Wednesday, June 10th, 1-3:00 pm EDT, 12-2:00 pm CDT 
Come ready to screen share and get your questions answered! 

Officer Training: Groupable|Connect & Engagement (Register) 
Thursday,  June 11th, 1:00 pm EST, 12:00 pm CST 
Join us to learn how to use Groupable|Connect for webmasters and members. Click here to see our introductory video. 

CANCELLED: Officer Training: Groupable|Connect & Engagement
Thursday, June 11th, 7:00 pm EST, 6:00 pm CST 
Join us to learn how to use Groupable|Connect for webmasters and members. Click here to see our introductory video. 

Groupable Office Hours (Register)  
Wednesday, June 17th, 1-3:00 pm EST, 12-2:00 pm CST  
Come ready to screen share and get your questions answered!  

Secretary Training: Groupable Member Management (Register) 
Thursday, June 18th, 1:00 pm EST, 12:00 pm CST 
Learn how to add members, change their status, add or edit contact information, and other biographical data. 

Secretary Training: Groupable Member Management (Register) 
Thursday, June 18th, 7:00 pm EST, 6:00 pm CST 
Learn how to add members, change their status, add or edit contact information, and other biographical data. 

Groupable Office Hours (Register) 
Wednesday, June 24th, 1-3:00 pm EDT, 12-2:00 pm CDT 
Come ready to screen share and get your questions answered! 

Secretary & Treasurer Training: Groupable Finances (Register) 
Thursday, June 25th, 1:00 pm EST, 12:00 pm CST 
You will learn how to streamline financial record-keeping for your local group. We also detail why Groupable Finances will help you and your local community decrease NPD rates. 

Secretary & Treasurer Training: Groupable Finances (Register) 
Thursday, June 25th, 7:00 pm EST, 6:00 pm CST 
You will learn how to streamline financial record-keeping for your local group. We also detail why Groupable Finances will help you and your local community decrease NPD rates.  

July 2026 

PARENT GROUP ONLY SESSIONS 

Parent Organization: Groupable Office Hours (Register) 
Wednesday, July 1st, 1-3:00 pm EDT, 12-2:00 pm CDT 
Come with your Parent Group / Office questions, or join us to learn about recent updates!  
*reserved for Grand Body Officers and Office Staff*  

ONBOARDING GROUPS ONLY 

Introduction to Groupable (Register)  
Wednesday, July 1st, 7:00 pm EST, 6:00 pm CST  
During this session, we will get you logged in and show you how to navigate the M2 system and where to find assistance.  How to download your roster to ensure your local's information is up to date. 

OPEN SESSIONS  

Groupable Office Hours (Register)  
Wednesday, July 8th, 1 - 3:00 pm EST; 12 - 2:00 pm CST  
Come ready to screen share and get your questions answered!   

Secretary Training: Groupable Member Management (Register)  
Thursday, July 9th, 1:00 pm EST, 12:00 pm CST  
Learn how to add members, change their status, add or edit contact information, and other biographical data.  

Secretary Training: Groupable Member Management (Register)  
Thursday, July 9th, 7:00 pm EST, 6:00 pm CST  
Learn how to add members, change their status, add or edit contact information, and other biographical data.  

Groupable Office Hours (Register)  
Wednesday, July 15th, 1-3:00 pm EST, 12-2:00 pm CST  
Come ready to screen share and get your questions answered!  

Secretary & Treasurer Training: Groupable Finances (Register)  
Thursday, July 16th, 1:00 pm EST, 12:00 pm CST  
You will learn how to streamline financial record-keeping for your local group. We also detail why Groupable Finances will help you and your local community decrease NPD rates. Learn how to Set up and Accept Payments for Events.  

Secretary & Treasurer Training: Groupable Finances (Register)  
Thursday, July 16th, 7:00 pm EST, 6:00 pm CST  
You will learn how to streamline financial record-keeping for your local group. We also detail why Groupable Finances will help you and your local community decrease NPD rates. Learn how to Set up and Accept Payments for Events.  

Groupable Office Hours (Register)  
Wednesday, July 22nd, 1-3:00 pm EST, 12-2:00 pm CST  
Come ready to screen share and get your questions answered!  

Officer Training: Groupable|Connect & Engagement (Register)  
Thursday, July 23rd, 1:00 pm EST, 12:00 pm CST  
Join us to learn how to use Groupable|Connect for webmasters and members. Click here to see our introductory video.  

Officer Training: Groupable|Connect & Engagement (Register)  
Thursday, July 23rd, 7:00 pm EST, 6:00 pm CST  
Join us to learn how to use Groupable|Connect for webmasters and members. Click here to see our introductory video.  

Prefer to watch on your own time?

24/7 Instructional Training Videos

• Groupable How To Playlist (click for link) covers the agenda from the Secretary Membership and Financials Training sessions.

Training Agendas:

Secretary Membership Management Training Agenda:

• Creating your groupable|m2 account
• Account Management
• Getting Help inside m2
• Finding Members
• Adding a Member
• The Member Screen
  • Edit Contact Info
  • Add a Member Event
• Invite additional users to m2 and OLP (assistant secretary; webmaster)
• Set up and Accept Payments for Events

Secretary Financial Management Training Agenda:

• Overview: What is a Financial Controls System?
• Manage the Financial Chart of Accounts
• First-Time Dues Set Up
• Set Up New Dues Year
• Charitable Donation Solicitation
• Record Member and Non-Member Payments
• Where to get instructions to set up Groupable Payments (credit cards)
• Edit Dues/Bulk Edit Dues
• Record a Fund Transfer (Cash to Treasurer)
• Tracking Expenses
• Invite additional users to m2 and connect (treasurer)
• Set up and Accept Payments for Events

Communications & Member Engagement Training Agenda:

This training is for all Local, District, and Parent Group Officers and Webmasters.

• Reducing costs of mailings, increased engagement
• Replacement for ad hoc websites, mailing lists or MailChimp mailings, gCal, text messaging, and Facebook pages.
• Create your account
• Email and other Mailings in groupable|m2
• Weekly Updates
• Connect Public Sites, Member Portal, and App
• Calendars & Events
• Set up and Accept Payments for Events
• Announcements & Reminders
• RSVP, comments, messaging
• Impact of Regular Communications
• Add Webmasters
• Invite your membership to create Connect accounts

These training sessions provide an excellent overview of the most commonly used features of membership management, communications, and financial and dues features.

Join us at our Groupable:Live or Office Hours when you have an in-depth question! 

Past and Current Groupable: Live! Session Topics:

(Click the link for more details about these topics.)

• AMA (Ask Me Anything): Come with your post-training questions after getting some hands-on practice!

• DISTRICT USERS: Using groupable|m2 and Connect as a District Officer

• FRESH START: How to clean up historical entries and close prior budget periods so you can make meaning of your financials.

• Groupable|connect MEMBER PORTAL: Learn all about our new member portal

• GROUPABLE PAYMENTS: Info Session or Setup Instructions. Increase your renewal rates. Get your Groupable Payments WePay account active to turn on AutoPay and accept installment payments ASAP!

• GROUPABLE ROADMAP: Learn about upcoming product development plans.

• INCREASING MEMBER RENEWALS: Multiple ways to slow "churn" or retain and engage your membership.

• SEASONAL TRAININGS: (end of year, dues season, and more)

• Any other questions about Groupable|m2 and Connect are answered live.

We look forward to seeing you Live!

Sincerely,

The Groupable Team