2025-2026 Officer Training
LU Registration Form
Region 10 Educational Service Center (located at 400 East Spring Valley Road, Richardson, TX)
Date: Saturday June 21st, 2025, from 9:00 am to 2:30 pm – Breakfast available at 8:30 am.
- Incoming Presidents, Secretaries, and Treasurers should attend this training event. First VPs, Membership Chairs, Service Chairs, Marketing Chairs, and LCIF Coordinators should attend if possible.
- Note: Completion of club President, Secretary, and Treasurer officer training is required to be eligible for LCI’s 2025-2026 Club Excellence Award. The Club Excellence Application for 2024-2025 is available (see links below). But the application form & requirements for 2025-2026 are yet to be released by LCI.
LU 2025 Master Schedule (June 21, 2025)
* General Session 1 Files:
- Welcome/Overview ppt
- DA-MCS – Standard Club Structure
- GAT Overview PPT
- LA-2 Constitution and By-Laws (Standard Club)
- Constitution Article II page 2 – Purposes
- Page 33 – LCI Code of Ethics
- Constitution Article VI page 9 – Club Size
- Constitution Article VI page 9 – Club Officers
- Constitution Article VIII page 9/10 – Board of Directors
- Constitution Article XI page 11 – Club Funds
- By-Laws Article I Section 1. pages 12/13/14/15 – Membership Categories
- Exhibit A – page 30 – Membership Category Chart
- By-Laws Article II pages 15/16/17 – Elections and Filling Vacancies
- By-Laws Article III pages 17/18/19/20/21/22 – Duties of Officers
- By-Laws Article IV page 23 – Board of Directors
- By-Laws Article V pages 24/25 – Committees
- By-Laws Article VI pages 25/26 – Meetings
- By-Laws Article VII pages 26/27 – Fees and Dues
- Club Excellence Awards
- DA-CEA1 – Club Excellence Award Application (2024-2025)
- DA-MDS – Standard District Structure
- District Charity Information Pamphlet
- District Charities & Awards
- Lion Portal Topics
- My Membership
- My Club
- My District
- My Association
- Training Videos (see the Playlist)
- Helpful Resources
- LionsVirtual.org
- Services
- LionsMap2Grow
- LionsMarket2Grow
- LionsServe2Grow
- LionsLearn2Grow
- Services
* General Session 2 Files:
- District 2-X1 Goals & Action Plans
- Why have Club Goals and Action Plans?
- Global Membership Approach
- Smart Goals & Action Plans
- Club Goal Setting Work Session
* Club Officer Session Files
Lions University Club Officer Training Files
Officer Position | Link to Officer Training Files |
---|---|
Club President/1st Vice President | President Files |
Club Secretary | Secretary Files |
Club Treasurer | Treasurer Files |
Club Leadership Chair | Leadership Chair Files |
Club Membership Chair | Membership Chair/Committee Files |
Club Service Chair | Service Chair/Committee Files |
Club Marketing Chair | Marketing Chair/Committee Files |
Club LCIF Coordinator | LCIF Coordinator Files |
2024-2025 Officer Training
If you couldn’t attend Lions University or the previous the Zoom Training Sessions.
> Do the following to earn your credit! <
Contact PDG Fred Conger at 214-274-4490 to discuss make-up requirements.
- Note: Completion of club President, Secretary, and Treasurer officer training is required to be eligible for LCI’s 2024-2025 Club Excellence Award.
Club Presidents:
LCI Presidents Web Page Link
- Register and complete the USA/Canada Lions University courses 104, 121, 125, and 131 found at https://lionsuniversity.org/bachelors/ and save your course certificate pdf files.
- Then review the “Club President and First Vice President” e-book, the DA-MCS Standard Club Structure, the Board Policy Manual – Section A Obligations of Chartered Clubs, and LA-2 By-Laws Article III Duties of Officers sections 1,3, and 4 and other items found below (click on the links).
- And finally, email your bachelor’s course completion certificate copies to me at fred.conger@verizon.net, along with your stating that you have reviewed all the appropriate LU documents.
- When received, I can give you credit as being trained for this Lion year.
- Top 10 Motivators
- DA-MCS – Standard Club Structure
- Board Policy Manual – Chapter V. Clubs (Section A. Obligations of Chartered Clubs)
- LA-2 Constitution and By-Laws (Standard Club) By-laws Article III – Duties of Officers
- Sections 1, 3 and 4 – pages 17/18/19 – Club Presidents and Vice Presidents
- Club President and First Vice President e-book
- Club Troubleshooting Guide
- Dues Structure LCI &District
- LCI Membership Dues
- Club Meeting Agenda Example
View these Lion Portal Topic Videos (login to LCI’s Lion Portal for access)
-
- Viewing My Membership Details 4:10
- Viewing Details About My Club 4:25
- Search: How to Search for Clubs and Officers 3:02
- Service Activities – How to Create & Report Service 7:14
- Data Export 7:59
- Club Excellence Award
- DA-CEA1 – Club Excellence Award Application (2024-2025)
Club Secretaries:
LCI Secretary Web Page Link
- Contact PDG Fred Conger at 214-274-4490 to discuss make-up requirements.
- Register and complete the USA/Canada Lions University courses 122, 125, and 126 found at https://lionsuniversity.org/bachelors/ and save your course certificate pdf files.
- Then review the “Club Secretary” e-book, the DA-MCS Standard Club Structure, the Board Policy Manual – Section A Obligations of Chartered Clubs, and LA-2 By-Laws Article III Duties of Officers section 5 each found below (click on the links).
- And finally, email your bachelor’s course completion certificate copies to me at fred.conger@verizon.net, along with your stating that you have reviewed all the appropriate LU documents.
- When received, I can give you credit as being trained for this Lion year.
- DA-MCS – Standard Club Structure
- LA-2 Constitution and By-Laws (Standard Club) By-laws Article III – Duties of Officers
- Section 5 – page 19 – Secretary
- Board Policy Manual – Chapter V. Clubs (Section A. Obligations of Chartered Clubs)
- Club Secretary e-book
- Meeting Minutes (Example)
- Portal Service Reporting
- What is NOT Reportable Service
- View these Lion Portal Topic Videos (login to LCI’s Lion Portal for access)
- Viewing My Membership Details 4:10 min.
- Viewing Details About My Club 4:25
- Club Management: How to Add a Member 3:47 min.
- Club Management: How to Edit a Member 5:20 min.
- Club Management: How to Drop a Member 1:43 min.
- Club Management: How to Reinstate a Member 1:59 min.
- Club Management: How to Transfer a Member 2:54 min.
- Club Management: How to Assign an Officer 3:24 min.
- Assigning Delegates: How to Assign Delegates to Conventions 3:32 min.
- Search: How to Search of Clubs and Officers 3:02 min.
- Service Activities – How to Create & Report Service 7:14 min.
- Data Export 7:59 min.
- Club Excellence Award
- DA-CEA1 – Club Excellence Award Application (2024-2025)
Club Treasurers:
LCI Treasurer Web Page Link
View the Nov. 2nd Club Treasurer Zoom training recording (1 hrs. and 30 minutes) then call PDG Fred Conger at 214-274-4490 to discuss the information in the video. Video Password is f1u7frZ
Treasurer Zoom Video Link
Or do the following:
- Register and complete the USA/Canada Lions University course 123, found at https://lionsuniversity.org/bachelors/ and save your course certificate pdf file.
- Then review the “Club Treasurer” e-book, view the Treasurer PowerPoint Presentation, the Club Treasurer Basics, the DA-MCS Standard Club Structure, the Board Policy Manual – Section A Obligations of Chartered Clubs, and LA-2 By-Laws Article III Duties of Officers section 6, Dues Structure LCI & District, and the Best Practices for Financial Transparency each found below (click on the links).
- And finally, email your bachelor’s course completion certificate copies to me at fred.conger@verizon.net, along with your stating that you have reviewed all the appropriate LU documents.
- When received, I can give you credit as being trained for this Lion year.
- Treasurer PowerPoint Presentation
- Club Treasurer Basics
- Club Audit Procedures
- LA-2 Constitution and By-Laws (Standard Club) By-laws Article III – Duties of Officers
- Section 6 – pages 19/20 – Treasurer
- Board Policy Manual – Chapter V. Clubs (Section A. Obligations of Chartered Clubs)
- Club Treasurer e-book
- Dues Structure LCI &District
- LCI Membership Dues
- Club Payment Instructions
- Sample Club Excel Spreadsheet
- Online Statements
- Finance Resources
- Best Practices for Financial Transparency
Board Member Session
- District 2-X1 Goals
- GMA Process – PDG Vinod Mathur
- Legal Update – Discussion by PCC Joe Montag
Club Tail Twister & Club Lion Tamer:
- Lions Want to Have Fun – Tail Twister
- LA-2 Constitution and By-Laws (Standard Club) By-laws Article IV – Board of Directors/
- Section 4 – page 23 – Lion Tamer
- Section 5 – page 23 – Tail Twister
New Member Orientation:
Project Chair/Board Member:
- LA-2 Constitution and By-Laws (Standard Club)
- Constitution Article VIII pages 9/10 – Board of Directors
- By-Laws Article IV – page 25 – Board of Directors
- Project Chair Information
- Also see Service Chair material
- Fundraiser Newspaper Template
2024-2025 Officer Makeup Training via Zoom –
Officers should have received LCI’s access their officer accounts.
- LU Makeup Session: Treasurers – Tuesday July 9, 2024 on Zoom. Time 9:00 AM -11:30 AM
- LU Makeup Session: Presidents – Wednesday July 10, 2024 on Zoom. Time 9:00 AM -11:30 AM
- LU Makeup Session: Secretaries– Thursday July 11, 2024 on Zoom. Time 9:00 AM -11:30 AM