Secretary/Treasurer Leadership Team Training
Step into your role with clarity, confidence, and purpose. This training is designed to equip Secretary/Treasurers with the tools, systems, and understanding needed to keep their chapter running smoothly and successfully.
In this course, you’ll learn how to accurately track attendance, manage member metrics, and uphold the standards that drive a thriving BNI chapter. We’ll walk through the essential responsibilities of the role, including reporting procedures, documentation, and maintaining accountability within your chapter.
You’ll also gain a deeper understanding of how your position directly supports chapter growth, member engagement, and overall success. Through practical examples, step-by-step guidance, and interactive quizzes, you’ll leave feeling fully prepared to lead with organization, integrity, and confidence.
Whether you’re new to the role or looking to refine your systems, this training ensures you’re set up for a productive and impactful term.
What You’ll Learn
- How to accurately record attendance, absences, and substitutes
- How to track and input member performance metrics and weekly reports
- Best practices for maintaining organized, up-to-date chapter records
- How to uphold BNI policies and ensure member accountability
- How to communicate effectively with the Leadership Team and members
- How your role impacts chapter success, retention, and growth
- How to confidently navigate common challenges in the Secretary/Treasurer position