

Sat, Oct 30
|Zoom
CLIMBUSA.org “Office Hours” with Bob Wynn For Startup Investment Clubs
Climb USA Office Hours: A Meet Up for Startups An orientation and discussion session for Investment Club Start-Ups
Time & Location
Oct 30, 2021, 8:00 AM CDT
Zoom
About the Event
Agenda
Welcome and Introductions– Roll Call of Clubs
• the presiding officer of each club introduce their club, members and provide a status update
Review of CLIMBUSA.org webpage and resources
• Explain CLIMB’s collaboration with Better Investing which includes a fee waiver for myiclub software for “CLIMB Clubs”
Review of BetterInvesting.org “Start-Up Check List”
Breakout Room Discussions
- Group 1: Presiding Officers (suggested topic: responsibilities, duties, challenges)
- Group 2: Asst. Presiding Officers/Educational Directors (suggested topic: ideas on educating the club, (e.g. books, articles, webpages)
- Group 3: Recording Partners/Secretary (suggested topic: challenges in recording minutes, recording styles)
- Group 4: Treasurers (suggested topic: using Myiclub software)
- Group 5: Non-officer members (suggested topic: finding and analyzing stocks of interest)
Reconvene and Wrap Up: Feedback from break-out sessions; Questions and Discussion. Offer to schedule another session? If yes suggest December 4th or 11th?
Adjourn
Tickets
Price
Quantity
Total
CLIMB USA Office Hours
$0.00
An orientation and discussion session for Investment Club Start-Ups
$0.00
0$0.00
Total
$0.00