member access

Our regular webinars provide you with lots of useful information to help with your club operations and your investing. Join in to just listen or ask us your questions live. They're all free and everyone is invited to attend!


Treasurer Training

Are you a new investment club treasurer?

Have you been a club treasurer for a while but want to learn more?

Are you interested in learning more about how your investment club accounting works?

If so, join us for any or all of our Treasurer Training webinars. The three parts are shown below. Whether you're a new treasurer, a seasoned treasurer or just a regular club member, you're all invited to attend.

Investment club treasurer is a critical role in your club. Investment club accounting is not hard, but it is a little different than you might expect.

The more knowledgable all of your club members are about what is required, the stronger and more fun your club will be!


Part 1 -

An Orientation to Investment Club Accounting
Given Sunday, May 15, 2016

Your investment club is an investment partnership for accounting and tax reporting purposes. This impacts the way your club records need to be kept as well as your personal tax situation.

If everyone in your club has a basic understanding of your club record keeping, it will help you avoid misunderstandings and tax problems. In addition, everyone will feel more comfortable that their club ownership and investment performance is being tracked correctly.

This presentation is designed to give all club members a simple overview of what it means to be part of an investment partnership and what is important for everyone to know about tracking your club finances. We'd recommend it for all your club members.

It is also the first in our series of three treasurer training webinars. If you are a new investment club treasurer, it will give you the basic background you'll need as you get started.

Recording and Presentation posted here


Part 2 -

Monthly Treasurer Tasks
Given Sunday, May 22, 2016

What should you make sure you do every month if you're the club treasurer? How should you report to your club so everyone stays up to date?

We'll cover:

  • How to handle and record member payments
  • How to record stock purchases and sales
  • How to recording income such as dividends
  • Reconciling your records
  • Giving your monthly treasurer's report

We'll also cover how you can set up bivio AccountSync to do many of these things for you automatically each month!

Recording and Presentation posted here


Part 3 -

Non-Monthly Treasurer Tasks
Given Sunday, June 5, 2016

Would you like to learn more about the items you do as a club treasurer that you don't do every month?

Join us for this webinar and we'll show you:

  • What you need to do when a member withdraws
  • How to enter club expenses
  • How to reimburse a member who pays an expense
  • What to do if a member pays in advance
  • Your annual club audit
  • An overview of what you will need to know about preparing your club's taxes

Recording and Presentation posted here



More Treasurer Topics


Ideas for Your Club Meetings

Club Meeting Meeting Educational Topic Presentations





Visit the Club Cafe Message Board