Secretary Training

Practical guidance for lodge secretaries — records, reports, meetings, and the duties of the station.

Course Overview

What This Course Covers

Built for current and incoming lodge secretaries.

The Secretary is the chief operating officer of the lodge. This course walks current and incoming lodge secretaries through the full scope of the role — from the visible work of recording minutes and handling correspondence, to the behind-the-scenes administrative work that keeps a lodge running smoothly.

The duties of a Secretary are numerous, varied, and at times time-consuming — but a Secretary who manages his time effectively will find most tasks fit into a minimal amount of spare time. This course covers the full range of responsibilities: recording meeting minutes, managing correspondence, submitting monthly membership reports to the Grand Secretary's Office, processing dues billing and collection, maintaining member records, handling degree and affiliation applications and demits, coordinating with the Treasurer on deposits, and serving as the lodge's primary point of contact with Grand Lodge.

Learning Modules

Records & Correspondence

Recording minutes, handling lodge correspondence, and maintaining official records.

Grand Lodge Reporting

Monthly membership activity reports to the Grand Secretary's Office and validating membership rolls.

Dues, Billing & Finance Coordination

Sending dues bills, collecting and posting payments, issuing dues cards, and coordinating monthly deposits with the Treasurer.

Member Records & Grand Lodge Liaison

Processing applications for degrees and affiliations, demits, ordering regalia, tracking service-pin awards, and serving as the lodge's main point of contact with Grand Lodge.

What You Will Learn

Record accurate, complete minutes for every lodge meeting
Manage the full dues cycle: billing, collection, posting, and card issuance
Submit timely, accurate monthly reports to the Grand Secretary's Office
Process degree, affiliation, and demit paperwork correctly
Maintain organized, up-to-date member records
Coordinate financial handoffs with the Treasurer
Serve confidently as the lodge's primary liaison with Grand Lodge

Lodge Secretary recording minutes in a lodge room

Schedule

TBD

[ TBD ]

Instructor

R.W. Stephen Cohn

Instructor, Secretary Training

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