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5 Steps to Get Your Database in Shape Before Year-End
November 23, 2026 10:00 AM - 11:00 AM
(CST)
Description
Close out the year with clean, audit-ready data and a smooth start to January. This workshop focuses on the specific clean-up and verification tasks that matter most in Q4, ensuring your renewals, reports, and financial exports are accurate from the start of the new year. You’ll learn practical, 15-minute routines and checklists you can run now to prevent messy renewals, incorrect invoices, and membership status headaches later.
This Workshop Will Cover:
Identifying & Merging Duplicates
Updating Member Status
Encouraging Members to Review & Update their Information
