Monthly Treasurer Tasks

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? This presentation discusses handling and recording member payments, recording stock purchases and sales, recording income, reconciling your records and giving your monthly treasurer's report. It also shows you how you can use bivio AccountSync to do many of these things for you automatically each month!

We highly recommend every new investment club treasurer use this information to help them get started. Even experienced treasurers may pick up some new tricks!

It is the second in our series of three treasurer training webinars.

You can download a PDF of the presentation here.

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