PTA Training is essencial to keep up to date on procedure changes, running a successful non-profit association and networking. Arizona PTA conducts leadership training from July-November in all regions of Arizona. Also, in June of every year we host our annual PTA Convention, where training is available as well as an exhibit hall with over 50 vendors on fundraising, programs, and products that support your PTA/PTSA. Keep posted on updates on the news and events page. Arizona PTA's board is always available to assist, give us a call or email us.
President
Your first task is to contact Arizona PTA by filing a new officers list
Talk with the outgoing president and offices
Introduce yourself to the school staff
Review past procedure books
Make sure financial review or audit is completed
File all IRS and Arizona Dept of Revenue tax documents by Nov 15
Change signers on bank account
Run effective meetings
Vice President
President's aide
Duties designated by the president
Represent president in absence
Secretary
Recording of minutes
Keep records/maintaining copies of all records
Have on hand at all meetings:
Previous meeting minutes
Previous treasurer's report
List of unfinished business
Copy of bylaws and standing rules
Agenda
Membership List
Committee Reports
Treasurer
Financial Review/audit completed
Three signatures on bank account
Obtaining two signatures on all checks
Collecting money
Depositing money
Maintaining receipts/disbursements
Obtaining board authorization to spend money
Pay bills as authorized
Submit written financial statement at every meeting
Chairing Budget Committee/Annual Budget/Income and Expenses as compared
with budget
Prepare an annual report
File all IRS and Arizona Dept of Revenue tax documents by Nov 15
Other committees can be appointed by president, such as Membership Chair, Legislative Issues Chair, Fundraising Chair, Parent Involvement Chair, Volunteer Coordinator, Grant Writer and more.
PTA Quick Reference Guides for President, Membership and Treasurer (Money Matters) are available in members only section.