member manual and educational materials

Jodi Simpson on

Hello!
Our club is in the process of revamping our member manual which includes our partnership agreement and operating procedures as well as investment principles and our club's stock selection criteria. These are especially important to new members.

What sorts of materials do share with your members? Are there any resources you find especially helpful?

Thanks for any input you might provide!

S R Patterson on

Jodi

I'm in the Model Investment Club of Northern Virginia (MicNOVA). We have the usual partnership agreement and Operating Principles.. Also, as part of each monthly meeting, we include an 15-20 minute education presentation that is done on a rotating basis among the members.

Is your club within the DC Regional Chapter area? If so, we can arrange for a club visit by a chapter director on a topic that would be of interest to your members.

Please check with your members at your next meeting and if you're interested, please include two possible dates, times and education topics.

Sheryl

On Sun, Jul 12, 2026 at 6:51 PM Jodi Simpson via bivio.com <user*40000300001@bivio.com> wrote:

Hello!
Our club is in the process of revamping our member manual which includes our partnership agreement and operating procedures as well as investment principles and our club's stock selection criteria. These are especially important to new members.

What sorts of materials do share with your members? Are there any resources you find especially helpful?

Thanks for any input you might provide!

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