Treasurer transitions are one of the riskiest moments for a club. The outgoing officer knows what is pending, but the incoming officer often receives partial files and a few rushed explanations.
Use this checklist to collect bank access details, signer changes, open dues, pending deposits, reimbursements, vendor bills, recurring charges, board reports, budgets, reserve balances, filing deadlines, passwords, and key contacts.
Schedule a handoff meeting with both officers and at least one board member or advisor. Walk through open items rather than only sending files.
Alignmint helps make this easier by keeping dues, reimbursements, vendors, reports, events, and notes in one shared place year after year.