Club Treasurer Workshop: Closing the Investment Club's Books at Year-End

Add to Calendar
8:30 pm - 9:30 pm
Online Event
Cost: Free

Join Now

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



In this webinar, Doug Gerlach of ICLUBcentral will outline the steps that treasurers should undertake at the end of the year to make sure that the club’s records are accurate and reconciled with your bank and brokerage account information. You’ll also learn the importance of conducting an annual audit of the club’s records. After completing this webinar, you’ll be ready for the task of filing the club’s returns 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!

Helpful Hints

View system requirements
Check your system's compatibility
View Join Webinar Guide for Attendees


No prerequisite.

Event Contact