How Much Do You Know About Your Investment Club Finances?
An Orientation To Investment Club Accounting

May Club Meeting Meeting

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.

Our educational topic for the May Club Meeting Meeting will be "An Orientation to Investment Club Accounting". The presentation is designed to give all club members a basic overview of what it means to be part of an investment partnership and what is important to know about tracking your club finances.

We'll be meeting online on May 5 at 8:30PM ET. The presentation is free and everyone is invited. We always have fun and you have lots of opportunity to ask questions. Hope you can join us!

Register Now!

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 in May for treasurer training. We'll be offering two sessions, the first on May 15 at 8:30PM ET and the second on May 22 at 8:30PM ET

Monthly Treasurer Tasks-May 15

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!

Non-Monthly Treasurer Tasks-May 22

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 for Each Session!

Last Chance for a Gold Star!

Don't forget to apply for your gold star!

If your club has done an audit and filed your taxes on time, you deserve a gold star! If you deserve a gold star, you deserve to be entered in a drawing to win a free 1 year bivio subscription! And, you deserve to be entered in a drawing for a special Grand Traverse Pie Company Pie for your treasurer. Treasurers deserve a special thanks for getting you successfully through tax season!

You can enter the contest here:


Drawing will be held during the May Club Meeting Meeting on May 5, 2011. Just one entry per club please.

See you online!

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