Live & On-Demand Boardable Group Training

Learn from our experts, sharpen your skills, and get answers in real time. Can’t join live? Register anyway and we’ll send you the recording.

Training Date	Session Name	Cadence	Session Description	Registration Link
August 14	Meeting Lifecycle & AI Minutes & Boardable Video	Quarterly	Join Sr. Customer Success Manager Ilaria Constine for a walkthrough on running efficient meetings from start to finish. See how to build and share agendas in seconds, host secure Boardable video calls, let AI capture minutes and action items automatically, and keep recordings, files, and follow-ups in one organized hub. A live Q&A follows the demo. Best for Admins ready to level-up meetings beyond the basics	Register Here
August 21	Admin Training 101	Bi-Monthly	Join our live admin training led by Sr. Customer Success Manager Ilaria Constine. Perfect for new admins, Board transitions, or a refresher, this session covers meeting prep, agendas, central docs, video, AI minutes, committees & more—plus a live Q&A. Ideal for new customers or admins in a new role.	Register Here
August 28	Documents & Collaboration	Quarterly	Join Sr. Customer Success Manager Ilaria Constine to master Boardable’s document hub. In one streamlined session, you’ll see how to upload and organize files, set access levels, add comments and approvals, and keep every board and committee working from the latest version—all without email chains or shared-drive confusion. A live Q&A follows the walkthrough to tackle your specific questions.	Register Here
September 25	Board Member Training 101	Bi-Monthly	Join our live Board Member Training led by Sr. Customer Success Manager Ilaria Constine. This practical session is designed to help board members dive in and make an impact from day one. Whether you’re brand-new to Boardable, stepping into a new committee role, or simply want a refresher, you’ll learn how to join meetings, access materials, and take action with ease & more—plus a live Q&A. Can’t attend live? Register and we’ll send the recording.	Register Here
October 9	Admin Training 101	Bi-Monthly	Join our live admin training led by Sr. Customer Success Manager Ilaria Constine. Perfect for new admins, Board transitions, or a refresher, this session covers meeting prep, agendas, central docs, video, AI minutes, committees & more—plus a live Q&A. Ideal for new customers or admins in a new role. Can’t attend live? Register and we’ll send the recording.	Register Here
October 16	User Mgmt & Permissions	Quarterly	Join Sr. Customer Success Manager Ilaria Constine for a focused walkthrough on managing roles, guests, and access in Boardable. See how to assign the right permissions, invite external collaborators, and keep every board member on the right page—so you can confidently control who sees what while ensuring friction-free access for all. A live Q&A follows the training. Can’t attend live? Register anyway and we’ll send you the recording.	Register Here
October 30	Agenda & Board Packets	Quarterly	Join Sr. Customer Success Manager Ilaria Constine for a focused walkthrough on crafting and distributing polished agendas and board packets that members actually read. See how to streamline agenda creation, attach the right materials in seconds, and deliver everything to directors in a single click—so meetings start on time and everyone arrives prepared. A live Q&A follows the training. Can’t attend live? Register anyway and we’ll send you the recording.	Register Here
November 6	Surveys & Engagement Tools	Quarterly	Join Sr. Customer Success Manager Ilaria Constine for a concise walkthrough of Boardable’s polls and surveys. Discover how to weave quick polls into live meetings, send pre- and post-meeting surveys, and analyze responses in one dashboard—so you can boost board engagement and gather insights without extra email churn. A live Q&A follows the training. Can’t attend live? Register anyway and we’ll send you the recording.	Register Here
November 13	Meeting Lifecycle & AI Minutes & Boardable Video	Quarterly	Join Sr. Customer Success Manager Ilaria Constine for a walkthrough on running efficient meetings from start to finish. See how to build and share agendas in seconds, host secure Boardable video calls, let AI capture minutes and action items automatically, and keep recordings, files, and follow-ups in one organized hub. A live Q&A follows the demo. Best for Admins ready to level-up meetings beyond the basics Can’t attend live? Register and we’ll send the recording.	Register Here
November 20	Board Member Training 101	Bi-Monthly	Join our live Board Member Training led by Sr. Customer Success Manager Ilaria Constine. This practical session is designed to help board members dive in and make an impact from day one. Whether you’re brand-new to Boardable, stepping into a new committee role, or simply want a refresher, you’ll learn how to join meetings, access materials, and take action with ease & more—plus a live Q&A. Can’t attend live? Register and we’ll send the recording.	Register Here
December 4	Documents & Collaboration	Quarterly	Join Sr. Customer Success Manager Ilaria Constine to master Boardable’s document hub. In one streamlined session, you’ll see how to upload and organize files, set access levels, add comments and approvals, and keep every board and committee working from the latest version—all without email chains or shared-drive confusion. A live Q&A follows the walkthrough to tackle your specific questions. Can’t attend live? Register and we’ll send the recording.	Register Here
December 11	Admin Training 101	Bi-Monthly	Join our live admin training led by Sr. Customer Success Manager Ilaria Constine. Perfect for new admins, Board transitions, or a refresher, this session covers meeting prep, agendas, central docs, video, AI minutes, committees & more—plus a live Q&A. Ideal for new customers or admins in a new role. Can’t attend live? Register and we’ll send the recording.	Register Here
December 18	Ask Us Anything	Biannual	Join Sr. Customer Success Manager Ilaria Constine for a session where your questions shape the agenda. Watch quick, on-the-spot demos, swap tips with fellow Boardable users, and get real-time answers that help you work smarter right away—all in one concise session. Can’t attend live? Register anyway and we’ll send you the recording.	Register Here

Upcoming Group Training Events

Training Date	Session Name	Cadence	Description
January 15	Feature Feedback Roundtable	Biannual	Help shape the future of Boardable with your input.
January 29	Maximize Your Plan: What You're Not Using Yet	One-Time	Find hidden value in your plan or discover what's possible in the next tier.
Late Q4 2025 or Q1 2026	Engagement Tactics: Committees, Groups, Comments		Encourages deeper adoption of Groups and Discussions features.
February 2026	Forms, Surveys & Centralized Docs		Drives adoption of Surveys and improves meeting prep structure.
Q2 2026	Enterprise Controls + Role Visibility		Reduces permission-based support tickets and improves user clarity.
March 2026	Agenda Design + AI Minutes Masterclass		Helps experienced users evolve and become champions.
June 2026	Annual Review: Settings, Archiving, Roles		Supports account cleanup, risk reduction, and Success touchpoints.