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
• Review & Update Community Member
• Review & Update Group Participation

Who Should Attend: All Staff