Changeover Webinar Series 2026
May 4 - 14, 2026
Thank you for attending Changeover Training 2026! 🎉
If you missed any session or would like to view the recordings, click the “Watch Video” link beside any webinar below. You can also view the full list of videos on our Changeover Training guide section in our Knowledgebase.
What's New in ClubRunner
Learn all about our newest features, as well as our plans for the future!
Mon, May 4 2026
6:00 - 7:30PM EDT (90 min) |
All Club Members
ClubRunner Nova
Hosted by Zach | Co-host: Halle
Join Product lead Zach and our co-founder Halle to kick off our Changeover Training Series. They will discuss ClubRunner Nova, how it differs from all other versions, and what this important update means to everyone. Topics include but are not limited to:
- An introduction to Nova
- What are the current and most recent updates that clubs and districts can use today?
- Cloud Events
- Financials
- Membership Success
- Newest reports and analytic tools
- Our mobile app
- How can a club or district upgrade to Nova?
- Rotaract clubs (within a ClubRunner subscriber District) can receive ClubRunner for free
District Version (for District Executives)
These webinars are focused on training club and district executives on the District version to manage their members and data.
Tue, May 5 2026
12:00 - 1:00PM EDT (60 min) |
District Grant Administrators
District Grants
Hosted by Michael C. | Co-host: Michael M.
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
6:00 - 7:15PM EDT (75 min) |
Club and District Executives
District Nova Preview
Hosted by Zach | Co-host: Marina
An overview of all the major modules found within ClubRunner’s new District-level Nova 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
- Sending broadcast emails
Wed, May 6 2026
2:00 - 3:15PM EDT (75 min) |
District Administrators
District Training for District Administrators
Hosted by Mickey | Co-host: Michael C.
This webinar will provide District Administrators with insight into assisting club's with their use of the District version. Topics include':
- Difference between Club Version and District Version
- Editing club and member information
- Managing RI Settings per club
- District access levels vs. club access levels
- Managing blocked emails
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.
Wed, May 6 2026
6:00 - 7:00PM EDT (60 min) |
Club Executives
(Beginner) Club Executive Training on District Version
Hosted by Robin | Co-host: Mickey
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)
Thu, May 7 2026
12:00 - 1:30PM EDT (60 min) |
Club Executives
(Advanced) Club Executive Training on District Version
Hosted by Michael M. | Co-host: Omar
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.
Thu, May 7 2026
3:00 - 4:00PM EDT (60 min) |
Club Executives
Overview of Club Version
Hosted by Omar | Co-host: Marina
An overview of all the major modules found within the club version. Topics include:
- Overview of club version modules
- How to find your website and login
- Basic navigation of a ClubRunner website
- Exploring the Dashboard and menu within the member area
6:00 - 7:00PM EDT (60 min) |
All Members
ClubRunner Mobile App
Hosted by Michael C. | Co-host: Marina
An overview of how to use the ClubRunner mobile app. Topics include:
- How to install the app on Android or iPhone
- Overview of app and features
- Editing your profile, viewing your own attendance
- Searching and contacting members
- Viewing and registering for events
- Viewing website stories
- Mobile app chat
- Mobile Broadcasts
Fri, May 8 2026
12:00 - 1:00PM EDT (60 min) |
Club Treasurers
Donations Module
Hosted by Mickey | Co-host: Robin
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
6:00 - 7:00PM EDT (60 min) |
|
Beginner
Club Presidents
Club Secretaries
Club Administrators
(Beginner) Membership Management
Hosted by Ryan | Co-host: Omar
Learn how Nova blurs the lines between members, contacts and prospects, introducing a more dynamic and flexible "person profile". 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
Sat, May 9 2026
1:00 - 2:30PM EDT (90 min) |
|
Advanced
Club Presidents
Club Secretaries
Club Administrators
(Advanced) Membership Management & RI Integration
Hosted by Zach | Co-host: Robin
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
4:00 - 5:15PM EDT (75 min) |
Club Treasurers
Nova Financials
Hosted by Michael C. | Co-host: Marina
This webinar covers the new Nova Financials section, now found at both club and district level. Topics include:
- Financial sections for: dues, events, donations
- What financial information is stored inside a member’s profile?
- Creating and sending invoices for members and non-members
- Export to Quickbooks
- Setting up payment processors so you can collect credit card payments online
Deep Dive Series 2: PR and Engagement
These webinars are focused on managing public relation and engagement modules.
Mon, May 11 2026
1:00 - 2:15PM EDT (75 min) |
Event Planners
Cloud Events
Hosted by: Mickey | Co-Host: Ryan
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
3:00 - 4:00PM EDT (60 min) |
Club Secretaries
Attendance
Hosted by Omar | Co-host: Marina
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 - 7:30PM EDT (90 min) |
All Club Members
Advanced Topics in ClubRunner Nova
Hosted by Zach | Co-Host: Halle
This session is recommended for all users, especially those wanting to gain a deeper understanding of Nova. No prior advanced knowledge is needed, though a basic understanding of ClubRunner is recommended. Topics include but are not limited to:
- Advanced member/contacts/prospect management
- Smart Lists and queries
- New automation tools in Nova
- Advanced reports and analytics
- An overview of the Nova "Settings" section
- What's next once Nova is fully adopted? Find out about our product roadmap.
Tue, May 12 2026
12:00 - 1:00PM EDT (60 min) |
Event Planners
Events & Volunteer Management
Hosted by Ryan | Co-Host: Michael C.
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
6:00 - 7:00PM EDT (60 min) |
|
Beginner
Website Administrators
(Beginner) Website Designer
Hosted by Robin | Co-Host: Michael M.
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
Wed, May 13 2026
3:00 - 4:00PM EDT (60 min) |
Content Editors
Website Content
Hosted by Michael M. | Co-Host: Mickey
This webinar will cover how to modify your website content. Note that designing your homepage will be covered in the Website Designer 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
6:00 - 7:15PM EDT (75 min) |
|
Advanced
Website Administrators
(Advanced) Website Designer
Hosted by Michael C. | Co-Host: Omar
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
Thu, May 14 2026
12:00 - 1:00PM EDT (75 min) |
Content Editors
Sending Emails and Newsletters with ClubRunner
Hosted by Omar | Co-Host: Ryan
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
6:00 - 7:15PM EDT (75 min) |
Club Executives
Membership Success: Managing and Nurturing Your Prospects
Hosted by Robin | Co-Host: Michael M.
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