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Non Monthly Treasurer Tasks

This presentation discusses the things you need to do as an investment 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. 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 third in our series of three treasurer training webinars. The information provided in this video is intended for educational purposes only. No investment recommendations or personal tax advice is being given. The information is not intended to replace professional advice. When in doubt, follow the advice of your investment, tax or legal advisers who are familiar with your particular circumstances.