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!

Club Meeting Meeting

An Orientation To Investment Club Record Keeping -
Thursday May 24, 8:30 PM ET

An 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.Everyone can also feel more comfortable that their club ownership 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 that all your club members try and attend.

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 grounding you'll need to get oriented to being your club's treasurer.

The presentation is free and everyone is invited. We always have fun and you'll have lots of opportunities to ask questions. Hope you can join us!

Register Now!

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Treasurer Training

Are you a new club treasurer or assistant treasurer? Are you a current treasurer who'd just like to learn a little more? Join us online on May 31 and June 7 at 8:30PM ET for two webinars which will cover the basics of what you'll need to do as a club treasurer.

Monthly Treasurer Tasks - May 31, 8:30PM ET

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 discuss handling and recording member payments, recording stock purchases and sales, recording income, reconciling your records and giving your monthly treasurer's report. We'll also show you how you can use bivio AccountSync to do many of these things for you automatically each month!

Register Now!

Non-Monthly Treasurer Tasks - June 7, 8:30PM ET

This presentation discusses the things you need to do as club treasurer that you don't do every month. We'll talk about what you 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 and what you will need to know about preparing your club's taxes.

Register Now!

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Manifest Investing Challenge Club

May 15, 2012 8:30PM ET

The Manifest Investing Challenge club is an online virtual bivio club run by Mark Robertson. All are invited to attend to listen to the discussion or to participate.

More Information and Registration

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ManifestInvesting Dashboard Diagnostics

Saturday June 2, 10:30 AM ET

Join in as Mark Robertson of Manifest Investing analyzes a real club portfolio. His insights are guaranteed to provide you with ideas you can use to manage your own clubs holdings.

Registration Available Soon!