Join Us Live For Treasurer Training!
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An Orientation To Investment Club Record Keeping

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.

Join us online on Sunday, May 15 at 4:00PM Eastern Time. We'll be providing an "Orientation to Your Investment Club Accounting". This presentation is designed to give all club members a simple overview of what is important to know about tracking your club finances.

We'd recommend it for everyone who is a member of an investment club.

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. If you have been a treasurer for a while, it will provide you with a better understanding of the reasons for the ways you keep your club records.

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 for May 15, 4:00PM EDT!

Treasurer Training

Are you a new investment club treasurer or assistant treasurer? Are you a current treasurer who'd just like to learn a little more? Join us online on May 22 and June 5 at 4:00PM Eastern Time for two webinars which will cover the basics of being an investment club treasurer.

Monthly Treasurer Tasks-May 22, 4:00PM EDT

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 show you how you can set up bivio AccountSync to do many of these things for you automatically each month!

Register Now for May 22, 4:00PM ET!

Non-Monthly Treasurer Tasks-June 5, 4:00PM EDT

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

Register Now for June 5, 4:00PM EDT!

See you online!
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