CLIMBUSA.org “Office Hours” with Bob Wynn For Startup Investment Clubs

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

Registration is Closed
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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

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  • CLIMB USA Office Hours

    $0

    An orientation and discussion session for Investment Club Start-Ups

    $0

    0

    $0

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