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

In this session of the Club Treasurer Workshop, myICLUB.com’s Doug Gerlach, Sean Pulrang, and Russell Malley will show how investment club treasurers should “close the books” on 2024. Following current best practices for investment club accounting, you’ll learn how to ensure that your club records are accurate and reconciled with your bank and brokerage account, what important annual tasks should not be overlooked, and how to spot and avoid potential pitfalls that could complicate your club’s tax returns. After this webinar, you’ll be ready for the next challenge -- preparing the club's tax returns!

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

We look forward to seeing you there!

Handouts

Handouts will be availble at the live event.
Closing the Books 12_2023 2PP Color (PDF)
Closing the Books 12_2023 4PP B&W (PDF)

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