Operations Training

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Best Practices for Council Fundraising

The aim of this session is to help council leaders navigate the planning and implementation of successful fundraising opportunities. We'll consider best practices, council circumstances, practical examples and even review some virtual payment options councils can adopt.

Creating and Using Council Budgets

Does your Council spend money? Is a lot of time during Council meetings devoted to navigating council expenditures? Does your Council use an annual budget? Learn how to work with the financial officers of the council to analyze, build, and operate an annual council budget, to reduce time during meetings and prevent overspending. Discover best practices to improve financial management, troubleshoot problems, and find the resources and tools that are available to assist your council in its budgeting efforts.

Financial Fast Start for New Councils

You have started a new council. What are some of the first steps to get you up and running? We will discuss the Officer positions and guide you through processes that will allow you to begin doing financial business quickly, including the forms you will need to submit and what's required for you to begin your banking. This webinar also contains resources that will streamline your fast startup.

Member Billing Basics

Covers the financial management of the members and of the council. By discussing edits to all aspects of dues, vouchers and receipts, you will learn how to enter member dues and print membership cards, as well as all the necessary transactions relating to receipts and all the bills relating to vouchers. Also explores the Print Center and Email Tool with lots of helpful tips and examples.

Producing Council Dues Assessments and Membership Cards

This training is intended to guide Financial Secretaries through the member dues assessment process. This step-by-step walkthrough will answer all questions related to council assessments, producing statements, collecting dues, and printing membership cards.

Operations Training Finances

Fraternal training