Managing Membership

Class | Available

24351 El Toro Road 3rd Floor Laguna Woods, CA 92637 United States
PC Learning Center
Intermediate
Wednesday, June 11, 2025 (one day)
1:00 PM-3:00 PM PDT on Wed

Managing Membership

Class | Available

We will discuss how you can use MS Excel to help organize & track organization Membership, paying attention to:

 

  • What Fields to include in the file
  • How to limit field input to improve field accuracy
  • Tracking attendance, both at organization meetings & special events
  • Tracking dues & event fees
  • Using emails to facilitate notices & dunning

  • This is an Intermediate-Advance class; knowledge of basic Excel required.
Jeff Beck