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Club Treasurers


Club Treasurer Resources

If you are a club treasurer, you'll probably have a lot of questions. One great resource for such questions is the BetterInvesting sponsored Club-Treasurer's Discussion List (to join that list, click here). (See also the archives for those messages.) Once you complete the free registration you can read or post questions or answers to other's questions. The denizens of this list are well schooled in answering questions and solving problems. Feel free to use this valuable resource.  You can also visit the bivio sponsored Trez Talk archives (written by Jerry Dressel and Rip West) and the lively Club Cafe discussions. 

Click here to read a "Year-End Treasurer's Workshop" by Ira Smilovitz (updated for 2008).  This is an in-depth discussion of year-end tasks such as closing the club books and verifying what's reported on 1099 forms the club will receive.

Click here to read "Club Accounting for Everyone", a workshop by Gene Rooks at the BetterInvesting Community.

Click here for answers to common questions (A Trove For Club Treasurers, Jerry Dressel, Oct 2002 BetterInvesting Web Feature).

The BetterInvesting Puget Sound Chapter has put together a document discussing Investment Club Accounting Concepts (a work in progress).

Bruce Reed has collected some useful information for club treasurers. Click here.

Treasurers Tips 

Ex-dividend Date

What is it? Why should I care? Click here to read about this.




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Last Modified 2009-03-17

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