Welcome to the 2025 Changeover Webinars! ðŸŽ‰

Get Ready for the New Rotary Year!  Whether you're part of a club or district, these free sessions are tailored to your role, so you get the most relevant tips, tools, and updates to succeed in the year ahead.

  • Discover what's new in ClubRunner

  • Brush up on key features and best practices

  • Set your leadership team up for success

  • Ask your questions during the live Q&A with our Product Specialists

There is no cost to attend any webinar. Note all listed times are in NAEDT (North American Eastern Time). Can't make any webinar live? All webinars will be recorded and made available after all sessions are complete.

What's New in ClubRunner

Learn all about some of our newest features, as well as our plans for the future!

Tue, May 20 2025
6:00 - 7:30PM EDT (90 min)  |  
All Club Members

What's new in ClubRunner

Hosted by Zach | Co-host: Halle

Join Product lead Zach and our co-founder Halle to kick off our Changeover Training Series as we dive into sharing more about newest features of ClubRunner including but not limited to:

  • Improvements to the mobile app
  • Cloud Events
  • Updates on managing Rotaract clubs
  • and more

District Version (for district executives)

These webinars are focused on training district executives on the District version to manage their members and data.

Wed, May 21 2025
3:00 - 4:15PM EDT (75 min)  |  
District Executives

Overview of the District Version

Hosted by TBA | Co-host: TBA

An overview of all the major modules found within ClubRunner's District version. Topics include:

  • Exploring the Dashboard and menu within the member area
  • Managing and synchronizing club data and contacts
  • Managing the District Organization Chart and AG Section
  • Creating and updating committees
  • Sending broadcast emails
  • Reviewing reports
 
6:00 - 7:00PM EDT (60 min)  |  
District Administrators

District Training for District Administrators

Hosted by TBA | Co-host: TBA

This webinar will provide District Administrators with insight into assisting clubs with their use of the District version. Topics include:

  • Difference between Club and District Version
  • Editing club and member information
  • Managing RI Settings per club
  • District access levels vs. club access levels
  • Managing blocked emails
Thurs, May 22 2025
12:00 - 1:00PM EDT (60 min)  |  
District Grant Administrators

District Grants

Hosted by TBA | Co-host: TBA

This webinar will provide an overview of the District Grants module. From setting up applications to the approval process, we will go in depth on the full journey from both district and club perspectives. Topics include:

  • Overview of the Grants module
  • Setting up qualifying clubs and members
  • Customizing applications and email notifications
  • Overview of the grant approval workflow
  • Reviewing the club application process

District Version (for club executives)

These webinars are focused on training club executives that do not have a ClubRunner Club version subscription, and use the District version to manage their members and data.

Thurs, May 22 2025
3:00 - 4:00PM EDT (60 min)  |  
  Beginner
  |  
Club Executives

(Beginner) Club Executive Training on District Version

Hosted by TBA | Co-host: TBA

This webinar gives an overview of how to manage your own club members on the District version. Aimed for club executives who don't have a ClubRunner club version subscription and are using the district version. Topics include:

  • How to gain access to use the district version
  • How to add, terminate and manage transferring members
  • Editing club information
  • Adding, editing or removing club executives
  • Brief introduction to RI integration (more in-depth coverage will be in the Advanced version of this webinar)
 
6:00 -7:30PM EDT (90 min)  |  
  Advanced
  |  
Club Executives

(Advanced) Club Executive Training on District Version

Hosted by TBA | Co-host: TBA

This webinar covers membership with a focus on advanced RI Integration. Aimed for club executives who don't have a ClubRunner club version subscription and are using the district version. Topics include:

  • Managing member and club information
  • Managing RI Integration settings
  • Reviewing the member & club integration archive
  • Using member and executive compare & synchronize
  • Integrating club information details with Rotary

Deep Dive Series 1: Membership and Club Administration

These webinars are focused on managing membership and club administration modules.

Tues, May 27 2025
3:00 - 4:00PM EDT (60 min)  |  
Club Executives

Overview of Club Version

Hosted by TBA | Co-host: TBA

An overview of all the major modules found within the club version. Topics include:

  • Overview of club version features
  • How to find your website and login
  • Basic navigation best practices
  • Exploring the Dashboard and menu within the member area
 
6:00 - 7:00PM EDT (60 min)  |  
All Members

ClubRunner Mobile App

Hosted by TBA | Co-host: TBA

An overview of how to use the ClubRunner mobile app. Topics include:

  • Overview of app and features
  • Editing your profile
  • Searching and contacting members
  • Viewing and registering for events
  • Viewing website stories
  • Tracking your attendance
  • Mobile Broadcasts
  • How to install the app on Android or iPhone
Wed, May 28 2025
12:00 - 1:00PM EDT (60 min)  |  
Club Treasurers

Donations Module

Hosted by TBA | Co-host: TBA

This webinar covers the new ClubRunner Donations module for clubs and districts. Topics include:

  • Overview of the features available
  • Setting up and managing fundraising campaigns
  • Customizing donation tiers, email templates and landing pages
  • Reviewing donation trends through analytics and reporting
  • Overview of the supported payment providers
 
3:00 - 4:00PM EDT (60 min)  |  
  Beginner
  |  
Club Presidents
Club Secretaries
Club Administrators

(Beginner) Membership Management

Hosted by TBA | Co-host: TBA

This webinar covers how to manage your members on the Club version. Topics include:

  • Review of membership types and statuses
  • Managing non-member contacts and prospects
  • Adding, transferring and terminating members
  • Updating club information
  • Managing committees and sub-committees
  • Managing public and private documents
  • Overview of reports and member data download
  • Brief introduction to RI integration and 2-way true sync
 
6:00 - 7:30PM EDT (90 min)  |  
  Advanced
  |  
Club Presidents
Club Secretaries
Club Administrators

(Advanced) Membership Management & RI Integration

Hosted by TBA | Co-host: TBA

This webinar covers membership on the club version, with a focus on RI Integration. Topics include:

  • RI 2-way true sync considerations
  • Managing member and club information
  • Setting up custom fields
  • Creating custom membership types
  • GDPR pseudo-anonymization process
  • Managing member activity and engagement reports
  • Managing RI Integration settings
  • Reviewing the member & club integration archive
  • Using compare & synchronize for members and club information
  • Using executive compare & synchronize
  • Rotaract membership
Thurs, May 29 2025
3:00 - 4:00PM EDT (60 min)  |  
Club Secretaries

Attendance

Hosted by TBA | Co-host: TBA

This webinar covers the Attendance module on the club version. Topics include:

  • Setting up your club's attendance rules per membership type
  • Setting up excused members and leaves of absence
  • Setting up make up eligibility windows
  • Tracking and managing member and guest attendance
  • Adding and managing banked makeups
  • Reporting monthly attendance statistics to District
  • Generating attendance reports and viewing analytics
  • Overview of the Barcode Scanner module
 
6:00 - 7:00PM EDT (60 min)  |  
Club Treasurers

Dues & Billing

Hosted by TBA | Co-host: TBA

This webinar covers the Dues and Billing module found on the club-level version. Topics include:

  • Creating and sending invoices for members for dues and other items
  • Adding credit and debit adjustments
  • Recording online and offline payments
  • Exporting to Quickbooks
  • Setting up payment processors so you can collect credit card payments online
  • A brief explanation of our new Nova Financials

Deep Dive Series 2: PR and Engagement

These webinars are focused on managing public relation and engagement modules.

Fri, May 30 2025
3:00 - 4:00PM EDT (60 min)  |  
Event Planners

Cloud Events

Hosted by TBA | Co-host: TBA

Learn how to setup the new Cloud Events module to collect event registrations, online payments, donations, and more directly through your ClubRunner website. Topics include:

  • Create beautiful event landing pages
  • Create event tickets and easily introduce early bird promotions, discount codes, purchase quantities, and more
  • Collect online payments with the Online Payment and eCommerce module
  • Send invitations and communicate with event registrants
  • Share documents and files
 
6:00 - 7:00PM EDT (60 min)  |  
Event Planners

Events & Volunteer Management

Hosted by TBA | Co-host: TBA

This webinar will cover how to manage event registrations and volunteer sign up lists on the club version. Topics include:

  • Overview of the Event Planner module vs. MyEventRunner vs. Cloud Events
  • Creating events and setting up RSVP
  • Setting up recurring calendar items
  • Managing event types
  • Creating volunteer schedules and tasks
  • Customizing email templates and sending invitations
  • Reviewing engagement reports
Sat, May 31 2025
11:00 - 12:00PM EDT (60 min)  |  
  Beginner
  |  
Website Administrators

(Beginner) Website Designer

Hosted by TBA | Co-host: TBA

This webinar will cover how to design a branded website. Topics include:

  • Updating themes, page layouts and color schemes
  • Editing the navigation menu
  • Overview of content widgets
  • Creating new custom pages
  • Brief overview of website content sections: stories, image library and documents
  • Editing website headers and footers
  • Brief overview of Rotary Design Guidelines
 
1:00 - 2:00PM EDT (60 min)  |  
Content Editors

Website Content

Hosted by TBA | Co-host: TBA

This webinar will cover how to modify your website content. Note that designing your homepage will be covered in the Website Designer Overview session. Topics include:

  • Overview of stories, photo albums, speakers and sponsors
  • Creating and updating custom and site pages
  • Managing documents and download files
  • Embedding video from sources such as YouTube
Mon, June 2 2025
3:00 - 4:15PM EDT (75 min)  |  
  Advanced
  |  
Website Administrators

(Advanced) Website Designer

Hosted by TBA | Co-host: TBA

This webinar will expand on the Website Designer Overview session and dive deeper into more of the advanced options available to further customize your website. Topics include:

  • Pre-formatted widgets vs. Custom and Global
  • Designing a dynamic carousel
  • Creating and using page templates
  • Social media plugins including the Share Bar
  • Inserting custom CSS
 
6:00 - 7:00PM EDT (60 min)  |  
Content Editors

Sending Emails and Newsletters with ClubRunner

Hosted by TBA | Co-host: TBA

This webinar will cover how to send emails and newsletters. Topics include:

  • Sending broadcast emails to targeted recipient lists
  • Customizing and designing bulletin templates
  • Reviewing email delivery statistics
  • Managing blocked or bounced email recipients
  • Archiving bulletins
Tue, June 3 2025
3:00 - 4:15PM EDT (75 min)  |  
Club Executives

Membership Success: Managing and Nurturing Your Prospects

Hosted by TBA | Co-host: TBA

This webinar will give an overview of the new Membership Success module. Topics include:

  • Overview of the features available
  • Tracking membership inquiries and referrals
  • Nurturing prospects with custom email templates
  • Tracking prospect funnel through statuses and notes
  • Converting prospects into members
  • Viewing reports and understanding the analytics dashboard
Tue, June 3 2025
6:00 - 7:30PM EDT (90 min)  |  
All Club Members

A Deep Dive into ClubRunner Nova

Hosted by Halle | Co-host: Sarah

We're also excited to feature Nova, the modernized version of ClubRunner - now in open beta! Key updates in Nova include:

  • Revamped Navigation and Look: A fresh, intuitive interface that’s easy to use across devices.
  • Organized Member Data: We’ve combined contacts and member data into one single source, eliminating siloed records and making data management simpler.
  • Updated Email Message Center: A more efficient way to manage your recipient lists, including copying individuals and adding exclusion lists plus more.
  • Modernized Financials: Get an instant overview of all transactions on a member or contact profile, manage invoice types and create ad-hoc invoices.
  • Improved Reporting: Access dynamic reports that offer more than just membership data.

Join us for a deep dive into Nova's powerful features and see it in action. We will be:

  • Showcasing Nova's powerful features
  • Highlighting the latest updates
  • Sharing our rollout plan and what to expect🎆
 

If you have questions about any of these webinars, please contact our team.

 
Contact Our Team