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

Introducing Our Next-Gen Member Portal: groupable|connect!

We are so excited to share groupable|connect with the Fraternal community. We're on a mission to help organizations realize the impact they want to have in their community and the world, and groupable|connect is a powerful tool to help your fraternal group deliver the amazing value that the world really needs.

Start by moving your weekly, monthly, or quarterly newsletters into groupable|connect today! Register for a Groupable|Connect & Engagement training to find out how.

LOG IN TO groupable|connect FOR YOUR GROUP TODAY.

2025 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. 

January 2025

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

Groupable|Live! Reboot your Groupable Finances in 2025 (Register)
Thursday, January 9th, 1:00 pm EST, 12:00 pm CST
Refresh your Chart Of Accounts, Transfer Cash to the Treasurer, and get receivables and disbursements closed out for 2024. Prepare for straightforward auditing in 2025!

Secretary Training: Groupable Member Management (Register)
Thursday, January 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: Stripe Payments Edition (Register)
Wednesday, January 15th, 1 - 3:00 pm EST; 12 - 2:00 pm CST
You can get step-by-step help with setting up Stripe Payments. We can also help you verify your business, website, and tax information with Stripe.

Officer Training: Groupable|Connect & Engagement (Register)
Thursday, January 16th, 1:00 pm EST, 12:00 pm CST
Join us to learn how to use Groupable|Connect for your Newsletters, Calendars, RSVPs, and online dues payments. Click here to see our introductory video.

Officer Training: Groupable|Connect & Engagement (Register)
Thursday, January 16th, 7:00 pm EST, 6:00 pm CST
Join us to learn how to use Groupable|Connect for your Newsletters, Calendars, RSVPs, and online dues payments. Click here to see our introductory video.

Groupable Office Hours (Register)
Wednesday, January 22nd, 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, January 23rd, 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.

Groupable|Live! Reboot your Groupable Finances in 2025 (Register)
Thursday, January 23rd, 7:00 pm EST, 6:00 pm CST
Refresh your Chart Of Accounts, Transfer Cash to the Treasurer, and get receivables and disbursements closed out for 2024. Prepare for straightforward auditing in 2025!

February 2025

Groupable Office Hours (Register)
Wednesday, February 12th, 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, February 13th, 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, February 13th, 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: Stripe Payments Edition (Register)
Wednesday, February 19th, 1 - 3:00 pm EST; 12 - 2:00 pm CST
You can get step-by-step help with setting up Stripe Payments. We can also help you verify your business, website, and tax information with Stripe.

Officer Training: Groupable|Connect & Engagement (Register)
Wednesday, February 19th, 7:00 pm EST, 6:00 pm CST
Join us to learn how to use Groupable|Connect for your Newsletters, Calendars, RSVPs, and online dues payments. Click here to see our introductory video.

Officer Training: Groupable|Connect & Engagement (Register)
Thursday, February 20th, 1:00 pm EST, 12:00 pm CST
Join us to learn how to use Groupable|Connect for your Newsletters, Calendars, RSVPs, and online dues payments. Click here to see our introductory video.

Groupable Office Hours (Register)
Wednesday, February 26th, 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, February 27th, 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, February 27th, 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.

Prefer to watch on your own time?

24/7 Instructional Training Videos

• New: Groupable Finances 2.0 Playlist (click for link)
• Groupable How To Playlist (click for link)  covers the agenda from 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)

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 OLP (treasurer)

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
• OLP Public Sites, Member Portal, and App
• Calendars & Events
• Announcements & Reminders
• RSVP, comments, messaging
• Impact of Regular Communications
• Add OLP Webmasters
• Invite your membership to create OLP 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 OLP 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 (FALL 2024)
• 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 OLP are answered live.

We look forward to seeing you Live!

Sincerely,

The Groupable Team