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 We recommend starting with our 101 Training Webinars.
Admin Member 101 Training
Perfect for new admins, board transitions, or a refresher. This session covers meeting prep, agendas, centralizing documents, video, AI minutes, committees, and more—plus a live Q&A. Ideal for new customers or admins in a new role.
| Training Date | Time | Registration Link |
| September 4 | 4:00 pm ET | Register Here |
| September 18 | 1:00 pm ET | Register Here |
| October 9 | 12:00 pm ET | Register Here |
| October 20 | 12:00 pm ET | Register Here |
| November 6 | 12:00 pm ET | Register Here |
| November 20 | 12:00 pm ET | Register Here |
| December 4 | 12:00 pm ET | Register Here |
| December 11 | 12:00 pm ET | Register Here |
Board Member 101 Training
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.
| Training Date | Time | Registration Link |
|
August 29 |
2:00 pm ET | Register Here |
| September 12 | 2:00 pm ET | Register Here |
|
September 25 |
12:00 pm ET | Register Here |
| October 10 | 2:00 pm ET | Register Here |
| October 24 | 2:00 pm ET | Register Here |
| November 7 | 2:00 pm ET | Register Here |
| November 20 | 2:00 pm ET | Register Here |
| December 5 | 2:00 pm ET | Register Here |
| December 19 | 2:00 pm ET | Register Here |
Deep Dive Webinars
Join us for a deep dive into specific topics related to board management solution.
| Training Date | Session Name | Time | Session Description | Registration Link |
| August 28 | Documents & Collaboration | 2:00 pm ET | 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 |
| October 16 | User Management & Permissions | 3:00 pm ET | 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. | Register Here |
| October 30 | Agenda & Board Packets | 3:00 pm ET | 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. | Register Here |
| November 6 | Surveys & Engagement Tools | 2:00 pm ET | 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. | Register Here |
| November 13 | Meeting Lifecycle & AI Minutes & Boardable Video | 3:00 pm ET | 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 |
| December 4 | Documents & Collaboration | 2:00 pm ET | 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 |
| December 18 | Ask Us Anything | 2:00 pm ET | 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. | Register Here |
Upcoming Group Training Events
Stay tuned for upcoming group training events hosted by Boardable.
|
Training Date |
Session Name |
Description |
| January 15 | Feature Feedback Roundtable | Help shape the future of Boardable with your input. |
| January 29 | Maximize Your Plan: What You're Not Using Yet | 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. |
| 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 touch points. |