Using this template.
Treasurer transitions fail when the new officer gets a partial file and a shared password. Use this checklist to confirm which accounts exist, change signers at the bank, and remove the outgoing treasurer's access.
Do not write passwords, PINs, or card numbers on the checklist, and do not email them. Keep credentials in the club's password manager and transfer ownership of those items.
The list also covers undeposited funds, pending reimbursements, reserve balances, vendor bills, and filing deadlines. Hold the handoff with both officers and at least one board member or advisor.