Question 1

What should a club treasurer hand off?

Accepted Answer

A treasurer should hand off bank access, open dues, deposits, reimbursements, bills, vendors, budgets, reports, passwords, and filing deadlines.

Question 2

Does checklist progress save?

Accepted Answer

Yes. Progress is saved in this browser with local storage so officers can return to the checklist later.

Question 3

When should a treasurer transition start?

Accepted Answer

Start at least a few weeks before the officer change when possible. That gives the outgoing treasurer time to resolve open deposits, reimbursements, vendor bills, bank access, and report questions before the new term begins.

Question 4

What records matter most for clubs with dues?

Accepted Answer

Prioritize member balances, payment history, waivers or discounts, outstanding invoices, refund notes, and the bank deposits tied to dues collections. The new treasurer should be able to explain who has paid and what cash is still expected.

Question 5

How should event income be handed off?

Accepted Answer

Keep event registrations, guest charges, refunds, sponsorships, reimbursements, deposits, and final profit or loss together. This helps the next treasurer answer board questions without rebuilding the event from scattered files.

Question 6

Should passwords be stored in the checklist?

Accepted Answer

No. Use the checklist to confirm which accounts exist and who owns access, but store passwords in a secure password manager or the club's approved credential system.

Club Treasurer Transition Checklist

Make the next handoff easier

FAQ