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Passing the Torch: Preparing Your Investment Club's New Treasurer |
6/17/2026 |
If your club has gotten hung up on a decision about selling a stock from the portfolio, Doug has some helpful tips.
You don't have to be Treasurer for Life of your investment club! Here's the replay of our recent webinar from Doug Gerlach on how to transition the treasurer role successfully to a new partner. In our June 2026 myICLUB webinar, Doug shared a checklist of items connected to the election of a new club treasurer and how to get that new officer up to speed quickly.
The replay is available on our YouTube channel, or you can view the replay on demand right here:
The PDF handout of the presentation slides is also available for download.
myICLUB.com 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 myICLUB.com to manage their club's books and operations.
For more on tools for investment club accounting, operations, and tax preparation, please visit https://www.myICLUB.com.