Club Treasurer Workshop: Closing the Investment 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, Doug Gerlach and Russell Malley 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, and why some securities and accounting practices should be avoided. After completing this webinar, you’ll be ready for the task of filing the club’s 2020 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!


Closing the Books 12_2020 2PP Color (PDF) - Available after 12/7/20
Closing the Books 12_2020 4PP B&W (PDF) -  Available after 12/7/20

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