Closing the Club's Books at Year-End

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8:30 pm - 9:45 pm ET
Online Event
Cost: Free


This event is available to BetterInvesting members. Continue registering with a BetterInvesting membership.

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In this session of the Club Treasurer Workshop presented by ICLUBcentral’s Doug Gerlach, Sean Pulrang, and Russell Malley, you’ll learn how investment club treasurers should “close the books” on 2021. You’ll learn how to make sure that the club’s records are accurate and reconciled with your bank and brokerage account information, how to conduct an annual audit of the club’s records, and the important tasks that you should not forget to complete. After this webinar, you’ll be ready for the task of filing the club’s 2021 tax return with your state and the Internal Revenue Service.

This webinar is essential viewing for all new and existing club treasurers, as well as other club members and officers who want to be prepared to someday take over the treasurer role.

Join us at BetterInvesting's webinar series for investment club treasurers.

We look forward to seeing you there!


Handouts will be available during the week of the webinar.
Closing the Books 12_2021 2PP Color (PDF)
Closing the Books 12_2021 4PP B&W (PDF)
ICLUBcentral Club Audit Checklist (PDF)

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