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

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