Non Monthly Treasurer Tasks

This presentation discusses the things you need to do as 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.

You can download a PDF of the presentation here.