Club Treasurer Transition Checklist

Use this checklist to hand off the records, access, reports, and deadlines the next treasurer needs.

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Confirm bank accounts, signers, cards, and online access.Export current dues, open balances, and pending deposits.Review unpaid bills, vendor commitments, and recurring charges.Collect receipts for pending reimbursements and approvals.Save the current budget, reserve balances, and board reports.List upcoming filing, insurance, renewal, and tax review deadlines.Transfer passwords, shared drives, and officer contact lists.Schedule a handoff meeting with outgoing and incoming officers.

Make the next handoff easier

A checklist helps once. A shared system helps every year. Alignmint keeps dues, reimbursements, reports, vendors, and event records in one place.

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FAQ

What should a club treasurer hand off?

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