Sharing The Treasurers Job

Laurie Frederiksen on

Now that your investment club taxes have been put to bed, it's a great time to think about changing your club treasurer or adding an assistant club treasurer.

Being club treasurer does not have to be hard or time consuming. Your club will be stronger if you are not dependent upon only one person who can fulfill this role.

Here are the steps you should take to to add a new or assistant treasurer:

Changing Your Club Treasurer

To help you out, we'll be scheduling Treasurer training webinars during May.

Do any of you current club treasurers have any words of wisdom you'd like to share? What do you wish someone had told you when you took over the job?

Laurie Frederiksen
Invest with your friends!
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Len Delmolino on

Hi Laurie,

I'm in the process of helping a new investment club get started. They haven't chosen their accounting package yet but are leaning toward Bivio. It appears that your training presentations are available to anyone on the web. My question - can non-Bivio users sign up for the May webinars as well?

Thanks in advance for your help.

Len Delmolino

From: "Laurie Frederiksen" <laurie@bivio.biz>
To: "The Club Cafe" <club_cafe@bivio.com>
Sent: Thursday, April 17, 2014 8:47:21 AM
Subject: [club_cafe] Sharing The Treasurers Job

Now that your investment club taxes have been put to bed, it's a great time to think about changing your club treasurer or adding an assistant club treasurer.

Being club treasurer does not have to be hard or time consuming. Your club will be stronger if you are not dependent upon only one person who can fulfill this role.

Here are the steps you should take to to add a new or assistant treasurer:

Changing Your Club Treasurer

To help you out, we'll be scheduling Treasurer training webinars during May.

Do any of you current club treasurers have any words of wisdom you'd like to share? What do you wish someone had told you when you took over the job?

Laurie Frederiksen
Invest with your friends!
www.bivio.com

Become our Facebook friend! www.facebook.com/bivio
Follow us on twitter! www.twitter.com/bivio
Follow Us on Google+

Click here to Subscribe to the Club Cafe email list. Click here to Unsubscribe

Laurie Frederiksen on

Hi Len,

Thank you for recommending bivio to the new club.

Our webinars are open to everyone. They are welcome to attend.

We'll have the sign up available in the next few days.

Don't forget, if they do choose bivio, your club can receive a $50 bivio bucks credit toward your subscription renewal.

Bivio Bucks!

On Thu, Apr 17, 2014 at 10:40 AM, Len Delmolino <ldelmolino@comcast.net> wrote:

Hi Laurie,

I'm in the process of helping a new investment club get started. They haven't chosen their accounting package yet but are leaning toward Bivio. It appears that your training presentations are available to anyone on the web. My question - can non-Bivio users sign up for the May webinars as well?

Thanks in advance for your help.

Len Delmolino
From: "Laurie Frederiksen" <laurie@bivio.biz>
To: "The Club Cafe" <club_cafe@bivio.com>
Sent: Thursday, April 17, 2014 8:47:21 AM
Subject: [club_cafe] Sharing The Treasurers Job

Now that your investment club taxes have been put to bed, it's a great time to think about changing your club treasurer or adding an assistant club treasurer.

Being club treasurer does not have to be hard or time consuming. Your club will be stronger if you are not dependent upon only one person who can fulfill this role.

Here are the steps you should take to to add a new or assistant treasurer:

Changing Your Club Treasurer

To help you out, we'll be scheduling Treasurer training webinars during May.

Do any of you current club treasurers have any words of wisdom you'd like to share? What do you wish someone had told you when you took over the job?

Laurie Frederiksen
Invest with your friends!
www.bivio.com

Become our Facebook friend! www.facebook.com/bivio
Follow us on twitter! www.twitter.com/bivio
Follow Us on Google+

Click here to Subscribe to the Club Cafe email list. Click here to Unsubscribe

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