Desperate Treasurers' Den – The Newbie 2 (October 16, 2006)
New club members wonder if all their club contributions are being accounted for fairly. Gene Rooks shows how proper Club Accounting procedures make it equitable for all, and regular reports keep the members informed about the health of the club.

The Newbie Treasurer: Getting Started (July 01, 2006)

The Newbie Treasurer: Getting Started

Where does the treasurer of a new BetterInvesting investment club begin? This is the first of several articles that will start you on your way to online bookkeeping with ICLUBcentral Club Accounting Online (CAO) software, including some checkup tips for already active treasurers as well.

REITs Can Take Treasurers to the Ledge (May 01, 2006)
Interested in investing in REITs? Stick to considering them for your personal portfolio, says Colleen Mulder-Seward.

Club Accounting Withdrawals (May 01, 2006)

Club Accounting Withdrawals

What if a club member withdraws and wants immediate payment? Don't succumb to pressure to process the withdrawal check ASAP. The withdrawing member must be paid promptly, but not until the proper procedures are completed. Gene Rooks discusses the options.

Choosing Financial Institutions (October 01, 2005)
Maximize Return While Minimizing Costs

Transferring Vs. Selling Shares (September 01, 2005)
If a club needs to raise cash, it's usually better to sell stocks that have resulted in a paper loss, says Ken Janke.

Verifying The Club Books (February 27, 2004)
Investment clubs should conduct an annual verification of the records. The purpose is to confirm that all of the records add up and that everything is being properly accounted for.

Yankee Hospitality Pays Off for Treasurers (November 28, 2003)
Education in Club Accounting

A Trove For Club Treasurers (October 14, 2002)
Jerry Dressel answers questions from club treasurers in this collection of tips, tricks and techniques for club financial partners (and the other partners, too.)

Confessions of an Investment Club Treasurer (December 29, 2001)
Judy Gilats attended her first investment club meeting with a motive to become treasurer. Nobody got in her way. Here's what she's learned.

Club Members Can Help Their Treasurer (December 29, 2001)
Rich Beaubien emphasizes the importance of participation by all members in the role of club treasurer.

Equal Shares vs. Valuation Units (December 29, 2001)
Herb Barnett explains why maintaining "equality" with equal partners doesn't work out in the long run.

Auditing Year-End Balances (February 17, 2000)
Auditing year-end balances is an effort well worth making, says Martha Moore. Here's an example that could help.

Transfering Securities to A Withdrawing Partner (January 16, 1999)
Martha Moore discusses the transfer of securities to a withdrawing partner.

Admitting a New Partner Goes Beyond the Dollars and Cents (November 27, 1998)
The transaction of adding a member is discussed by Martha Moore.

Possible Alternatives in Handling Club Withdrawals (November 16, 1998)
Martha Moore describes options available to a club when a partner requests a withdrawal.

Club Accounting Isn't Just for Treasurers (October 01, 1998)
Without a doubt the most common questions raised by NAIC members in an investment club deals in one way or another with club accounting.

NAIC Club Accounting Made Easy . . . (Almost!) (June 01, 1998)
'One More Thing . . . Be Sure to Send Some Flowers to Your Treasurer'