Investment Club Treasurer Annual Tasks


Here's the replay of Doug Gerlach's webinar on the annual tasks required of an investment club treasurer.

Besides preparing the investment club's annual tax returns, there are a number of other items that treasurers should undertake each year. This educational presentation covers the annual tasks that treasurers must be prepared to complete in order to keep their club's books accurate and complete.

This webinar was broadcast live on August 17, 2021. A PDF handout of the slides are available in the video description on YouTube.

Watch on the ICLUBcentral channel on YouTube. is the world's most popular tool for investment club accounting and operations. Sign up for a free trial to see for yourself why thousands of investment clubs choose to manage their club's books and operations.