Online Workshop Information and Archives
Free Investment Club Webinars
Join us for a series of free online webinars focused on starting and running a successful investment club. ICLUBcentral's Doug Gerlach and other experts will walk you through our popular investment tools and demonstrate how to best utilize your software. After each session, you'll have the chance to ask questions as well.
To view a webinar session, all you need is a computer with speakers (or a telephone) and an internet connection. You do not need a microphone or webcam. Pre-registration is required, and space is limited, so sign up now!
Investment Club Webinars
- The Investment Club Operations webinar with Doug Gerlach is held on the third Tuesday of each month at 9:00 PM ET. Register once for all sessions.
Starting a new investment club, or even just thinking about it? Bring your questions to our webinar with club expert Doug Gerlach, and get the answers you need! Whether you have questions about club accounting, running a meeting, tax preparation, coping with problem members, or any aspect of club operations, Doug can help.
- Feb 21, 2017 - Investment Club Tax Clinic
- Mar 21, 2017
- May 16, 2017
- Jun 20, 2017
- Jul 18, 2017
- Aug 15, 2017
- Sep 19, 2017
- Oct 17, 2017
Investment Club Webinar Archives, Featuring Doug Gerlach
Can't attend a session? After a session has been completed, the webinar will be posted for you to view and share. Check the "i" ("View Media Details") icon at the top of the page of each video to access any attachments when they are provided.
- 2017-01-17: Preparing the Investment Club's 2016 Taxes
- 2016-12-20: Closing the Investment Clubs Books at Year-End
- 2016-07-19: Monthly Tasks for Investment Club Treasurers
- 2016-04-19: What's New in myICLUB.com
- 2016-03-15: Doug's Rules for a Healthy Investment Club Portfolio
- 2015-11-17: Year-End Club Portfolio Review
- 2015-08-18: What Every Investment Club Member Needs to Know About Investing
- 2015-04-21: The Right Way to Handle Member Withdrawals
- 2014-10-21: Disaster Preparedness for Your Investment Club
- 2014-08-19: Top Websites for Club Stock Research
- 2014-07-15: Developing an Investment Policy Statement
- 2014-05-20: Upgrade Your Club's Portfolio
- 2014-03-18: Managing Your Club's Watch List with Russell Malley.
- 2013-08-20: Investment Club Q&A with special guest Russell Malley.
- 2013-07-16: Your Club's Not Doing It Right, handout available in Attachments tab beneath video.
- 2013-06-18: Handling Stock Splits, Mergers, and Litigation Settlements, handout available in Attachments tab beneath video.
- 2013-04-16: What's New at myICLUB.com and How to Start an Online Investment Club, handout available in Attachments tab beneath video.
- 2013-03-19: Managing Club Files & Documents with myICLUB.com, handout available in Attachments tab beneath video.
- 2012-11-20: How to Be the Be the Best Club President
- 2012-08-21: Superior Stock Selection for Investment Clubs
- 2012-07-17: Passing the Torch: Preparing Your Club's Next Treasurer,
- 2012-06-19: Handling Member Withdrawals
- 2012-03-20: Going Paperless in Your Investment Club
- 2012-02-21: Evaluating Club Performance and Understanding Compound Returns
- 2011-11-15: When to Sell a Stock (and When Not to).
- 2011-08-16: What's on Your Club's Watch List?.
- 2011-06-21: Preparing Your New Investment Club for Success.
- 2011-04-19: Picking Stocks for Your Investment Club: 20 Questions to Answer Before Investing in Any Stock,
- 2011-03-15: Recruiting New Members for Your Investment Club.
- 2011-02-15: Developing Your Club's Investment Policy Statement,
- 2010-11-16: How Successful Investment Clubs Choose Stocks with special guest Russell Malley, ICLUBcentral Club Accounting Advisor
- 2010-10-19: Don't Do That! Avoiding Common Club Accounting Problems with special guest Russell Malley, ICLUBcentral Club Accounting Advisor
- 2010-09-21: Running a Smooth, Tension-Free Investment Club Meeting with special guest Russell Malley, ICLUBcentral Club Accounting Advisor
- 2010-08-16: Making the Club Treasurer's Job Easy with special guest Russell Malley, ICLUBcentral Club Accounting Advisor
- 2010-07-20:Who's Watching Your Club's Stocks?
- 2010-06-15: Starting an Investment Club from Scratch
- 2010-05-18: Moving Your Club Online
- 2010-04-20: Best Practices for Investment Club Portfolio Management,
- 2010-03-16: myICLUB.com Voting and Portfolio Graphs
- 2010-01-19, with special guest Russell Malley, ICLUBcentral Club Accounting Advisor.
Attendees Rave about ICLUBcentral's Webinar Series!
"Doug did an excellent job on the webinar. I am looking forward to the next one. We have available to us some very useful tools. Now, we just have to use them! Thank you." - John Blankenberg
"I totally enjoyed the Webinar and learned much. It took away some of my fears and opened up a whole new vista of the potential for the program. To hear Doug in person was awesome. I heard him in Kansas City at our BI annual meeting. Very motivational! Thank you." - Don Park
"The screener webinar was my first visit to on-line education, and I enjoyed it more than if I attended a regular class. Doug was prepared and the screener itself is more powerful than I realized even though I have tinkered with it several times. This particular screener will be part of my future decision making process. Thanks, Doug." - Ed Chiampi