Join us for our live training sessions. Office Hours run in the daytime; the trainings are offered in both daytime and evening slots.
All times are Eastern (ET), with Central (CT) in parentheses. Registration is required for every session.
November and December 2026
Parent group only sessions
Leadership Briefing (Parent Group Office Hours) · 1 hour
One hour for Grand Body officers and office staff. Learn what's new in Groupable that your office and your locals can use now, and leave with the short list to bring back to your leadership. Registration required.
- Wednesday, December 2, 1:00 to 2:00 PM ET (noon to 1:00 PM CT) · Register
At the December briefing, we'll mark the retirement of Mori and go over what that means for your office. Then the key new features from this fall, and your questions.
Reserved for Grand Body officers and office staff.
Open sessions
Each training is an overview of the features officers use most, and a good place to start if you're new to your office. Office Hours are for your own questions.
Getting Started with Groupable · 45 minutes · for organizations new to Groupable · agenda
For local secretaries whose Parent Organization has just moved to Groupable. Your members are already in the system; this session is your first look at them. We'll create your account and log in together, show you where to get help inside Groupable|M2, and then spend most of the time on your roster: how to find your members and how to reconcile the list against your own records so it's accurate. You'll leave knowing which training to attend next for your office. Bring your current list of members so you can compare it to what's in the system. Secretaries taking over from a predecessor who never used Groupable are welcome too.
- Wednesday, December 2, 7:00 PM ET (6:00 PM CT) · Register
Groupable Office Hours · 2 hours
Bring a question that needs live help, and come ready to share your screen. If you've submitted a support ticket and need someone to look at it with you, this is the place. It's also where to bring in-depth questions about Groupable|M2 and Groupable|Connect after a training.
- Wednesday, November 11, 1:00 to 3:00 PM ET (noon to 2:00 PM CT) · Register
- Wednesday, November 18, 1:00 to 3:00 PM ET (noon to 2:00 PM CT) · Register
- Wednesday, November 25, 1:00 to 3:00 PM ET (noon to 2:00 PM CT) · Register
- Wednesday, December 9, 1:00 to 3:00 PM ET (noon to 2:00 PM CT) · Register
- Wednesday, December 16, 1:00 to 3:00 PM ET (noon to 2:00 PM CT) · Register
- Wednesday, December 23, 1:00 to 3:00 PM ET (noon to 2:00 PM CT) · Register
Secretary & Treasurer Training: Groupable Finances · 1 hour · agenda
For secretaries and treasurers. We walk through a local's finances in Groupable: the chart of accounts, bank accounts and named funds, budgets, setting up the dues year, sending dues notices, recording payments, and tracking disbursements. We also explain how Groupable Finances helps your local lower its NPD rate.
- Wednesday, November 11, 7:00 PM ET (6:00 PM CT) · Register
- Thursday, November 12, 1:00 PM ET (noon CT) · Register
- Wednesday, December 23, 7:00 PM ET (6:00 PM CT) · Register
- Thursday, December 24, 1:00 PM ET (noon CT) · Register
Officer Training: Groupable|Connect & Engagement · 1 hour · agenda
For all local, district, and parent group officers and webmasters. You'll see how to send email and weekly updates, keep a calendar of events, collect RSVPs and event payments, and post announcements and reminders. We also cover the Connect public site, member portal, and app, and how to invite your members to create their accounts. New to Connect? Start with Get Started with Connect.
- Wednesday, November 18, 7:00 PM ET (6:00 PM CT) · Register
- Thursday, November 19, 1:00 PM ET (noon CT) · Register
- Wednesday, December 9, 7:00 PM ET (6:00 PM CT) · Register
- Thursday, December 10, 1:00 PM ET (noon CT) · Register
Secretary Training: Groupable Member Management · 1 hour · agenda
For secretaries. Learn how to find and add members, change a member's status, edit contact information and other biographical data, and record member events. We also cover inviting an assistant secretary or webmaster and setting up payments for events.
- Wednesday, December 16, 7:00 PM ET (6:00 PM CT) · Register
- Thursday, December 17, 1:00 PM ET (noon CT) · Register
Training agendas
Getting Started with Groupable Agenda
- What moved to Groupable when your Parent Organization did, and what that means for your local
- How you get access (new officer instructions)
- Create your Groupable|M2 account and log in
- Getting help inside Groupable|M2
- Finding your local and your members
- The member screen: what to check
- Reconciling your roster against your current list of members
- Which training to attend next, and when to come to Office Hours
Secretary Membership Management Training Agenda
- Finding Members
- Adding a Member
- The Member Screen
- Edit Contact Info
- Add a Member Event
- Invite additional users to Groupable|M2 and Groupable|Connect (assistant secretary; webmaster)
- Set up and Accept Payments for Events
Secretary Financial Management Training Agenda
- Overview: What is a Financial Controls System? (Controllers and Treasurers)
- Manage the Financial Chart of Accounts
- Bank Accounts and Named Funds
- Budgets: Set Up and Track Actual Against Budget
- First-Time Dues Set Up
- Set Up New Dues Year
- Dues Notices and Charitable Donation Solicitations
- Record Member and Non-Member Payments (single year, arrears, and payments split across funds)
- Where to get instructions to set up Groupable Payments (credit cards)
- Edit Dues/Bulk Edit Dues
- Officer Funds Transfer (Cash to Treasurer)
- Disbursement Authorizations and Tracking Expenses
- Invite additional users to Groupable|M2 and Groupable|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, Google Calendar, 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
Past and Current Groupable|Live! Session Topics
(Click the link for more details about these topics.)
- BANK ACCOUNTS AND FUNDS: More than one bank account per local, and named funds (Building, Charity, Scholarship) each with its own balance.
- MIP (MEMBER INTERCHANGE PROTOCOL): Certificates of Good Standing between Grand Lodges, now on for mainstream Blue Lodges.
- CREDENTIALS: Check-in and attendance with the Credentials module.
- EVENT PRE-REGISTRATION (coming soon): Registration for Grand Sessions and other events, with guests, meal choices and ticket types.
- AMA (Ask Me Anything): Come with your post-training questions after getting some hands-on practice!
- DISTRICT USERS: Using Groupable|M2 and Groupable|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 the member portal
- GROUPABLE PAYMENTS: Info Session or Setup Instructions. Increase your renewal rates. Set up your Stripe merchant account to accept online payments.
- 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 Groupable|Connect are answered live.
- Everything else that's new: Groupable Release Notes
We look forward to seeing you Live!
Sincerely,
The Groupable Team