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

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


Year-End-Audit-Procedures.pdfThis event is available to BetterInvesting members. Continue registering with a BetterInvesting membership.

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In this session of the Club Treasurer Workshop,’s Doug Gerlach, Sean Pulrang, and Russell Malley will show how investment club treasurers should “close the books” on 2023. 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, how to conduct an annual audit of your club’s transactions, 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!


Closing the Books 12_2022 2PP Color (PDF)
Closing the Books 12_2022 4PP B&W (PDF)
Club Audit Checklist (PDF)

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