MemberSuite Training
MemberSuite - MEMBERSHIP RENEWAL BILLING
12:00 PM - 1:00 PM
MemberSuite allows you to easily generate invoices for upcoming membership dues and deliver those invoices. In this session, participants will learn the basics of generating and delivering invoices for their membership billing.
MemberSuite - FINANCIAL BEST PRACTICES
2:00 PM - 3:00 PM
This session covers financial best practices within MemberSuite. Topics may include but are not limited to working with batches and closing fiscal periods. Each session will have a time for Q&A.
MemberSuite - DISCUSSIONS, DOCUMENTS & DRIVES
12:00 PM - 1:00 PM
Share knowledge and allow your members to build and develop connections using the Documents and Discussions features in MemberSuite.
Getting Audit Ready: What MemberSuite Users Need to Know
1:00 PM - 2:00 PM
Year-end audits don't have to be stressful, but they do require consistent habits throughout the year. If your team is waiting until December to reconcile, this webinar is for you.
Top Membership Challenges: Preparing for the New Year and Each Quarter With Shari Pash
11:00 AM - 12:00 PM
You heard it all year: "Why aren't we growing?" and "Members don't see the value in belonging." Shari Pash tackles both questions head-on in this year-end session, closing out the year with real answers and a plan you can revisit every quarter.
MemberSuite - CREATING, MANAGING AND OPTIMIZING COMMITTEES
12:00 PM - 1:00 PM
Discover how to effectively create, manage, and optimize committees. Track participation and streamline communications within MemberSuite.
MemberSuite - ADVANCE YOUR SKILLS IN MANAGING YOUR CRM
12:00 PM - 1:00 PM
Keep track of the people that allow your organization to shine by storing and gaining visibility into all member, donors, and prospects’ contact information in one place.
MS - REPORT STUDIO
12:00 PM - 1:00 PM
The Report Studio is full of reports that can be configured to meet your needs. This session dives into everything available in this module.
MS - STRATEGIC COMMUNICATIONS & E-MARKETING
12:00 PM - 1:00 PM
Digitally communicate with your prospective and current members with MemberSuite’s E-Marketing module. Design a variety of emails, track effectiveness of campaigns, store response data, and improve email delivery rates.
MS - SUCCESSFUL EVENTS START WITH SUCCESSFUL SET UP
2:00 PM - 3:30 PM
MemberSuite provides you with the ability to create Events and display those events in the MRP so that your members can easily register. These events can be simple events or more complex events with custom registration fees, tables and sponsor.
MS - CREATE, CHANGE, RENEW, END: MANAGING MEMBERSHIPS IN MEMBERSUITE
12:00 PM - 1:00 PM
Learn the day-to-day work of managing memberships in MemberSuite. In this live session, we walk through creating, changing, renewing, and ending memberships in the Console, and you leave knowing which method fits each situation.
MS - ADVANCE YOUR SKILLS IN MANAGING YOUR CRM
12:00 PM - 1:00 PM
Keep track of the people that allow your organization to shine by storing and gaining visibility into all member, donors, and prospects’ contact information in one place.
MS - REPORT STUDIO
12:00 PM - 1:00 PM
The Report Studio is full of reports that can be configured to meet your needs. This session dives into everything available in this module.
MS - SETTING UP & MANAGING AWARDS/COMPETITIONS
12:00 PM - 1:00 PM
With the MemberSuite software you can track competitions and awards to ensure your members receive the recognition they deserve.
MS - SUCCESSFUL EVENTS START WITH SUCCESSFUL SET UP
2:00 PM - 3:30 PM
MemberSuite provides you with the ability to create Events and display those events in the MRP so that your members can easily register. These events can be simple events or more complex events with custom registration fees, tables and sponsor.
MS - MANAGE GREAT EVENTS FROM START TO FINISH
12:00 PM - 1:00 PM
With MemberSuite you can manage great events from start to finish. In this session participants will learn the basics of managing events from inviting attendees to registering participants and more.
MS - MANAGE YOUR ORDERS
12:00 PM - 1:00 PM
The Orders module allows you to create, cancel, and fulfill/close orders manually. In this session participants will learn how to create orders, create pro-forma invoices, cancel/return orders, void orders and fulfill orders.
MemberSuite - FINANCIAL BEST PRACTICES
2:00 PM - 3:00 PM
This session covers financial best practices within MemberSuite. Topics may include but are not limited to working with batches and closing fiscal periods. Each session will have a time for Q&A.
MemberSuite Year-End Tips and Tricks for a Strong 2027
1:00 PM - 2:00 PM
The end of the year is a great time to tighten things up, close out the right way, and set your team up for a smoother 2027. But between renewals, events, and everything else on your plate, it's easy to let the small stuff slip.
MS - CREATING, MANAGING AND OPTIMIZING COMMITTEES
12:00 PM - 1:00 PM
Discover how to effectively create, manage, and optimize committees. Track participation and streamline communications within MemberSuite.