President / EVP
Training
Job Description: President | Executive Vice President (EVP)
Training
- IUCPTA President Training 2024-25
- May 2024 Convention Training Slides: view
- May 2024 Mini Training #2: view
- April 2024 Mini Training #1: view
Helpful Guides
- Budgeting
- Compliance At-a-Glance | Calendar
- Running Your PTA Made EZ
- PTA Meetings Made EZ!
- Partnering with your Administators
- Signs of Good Financial Procedures
Required! Be sure to complete the President On-Boarding Form
What to do at your FIRST association meeting:
- Adoption of Annual Financial Report
- Adoption of year-end Financial Review
- Approval of Programs and Fundraisers
- Approval of Budget
- Ratify appointment of Financial Reviewer (if not elected) and/or Financial Review Committee (if financial reviewer is not a CPA)
- Treasurer’s reports
- Last association meeting to end of fiscal year
- Beginning of fiscal year to date of association meeting
- List of payments made/checks written for ratification from each period
SAVE THE DATE!
- IUCPTA offers FREE Fall Kick-Off Training & Vendor Fair August 23, 2024
myPTEZ is CaPTA’s only way to connect with all units, so please make sure you have uploaded your entire exec board and key chair positions as soon as your elections are over and again reconfirm any new leaders in their contact database at the start of the new year. Council uses this same contact list to send official communications as well. Please don’t skip this!
See myPTEZ video tutorials if you need help
Additional recommended reading
Conflict Management
- Take the Quiz
- Working as a Cohesive Team – PTAConLive 2023
- Conflict Management Notes – Tom Horn Fall 2023
- Four Ways to Make Gossip Less Toxic
- Rumbling with Open Heart and Mind
- Rumble Language
- Engaged Feedback Checklist
- A Primer for Rumbling – BRAVING Inventory Worksheets
- Dare to Lead Glossary – Brene Brown
B-R-A-V-I-N-G Framework
- BOUNDARIES: You respect my boundaries, and when you’re not clear about what’s okay and not okay, you ask. You’re willing to say no.
- RELIABILITY: You do what you say you’ll do. This means staying aware of your competencies and limitations so you don’t overpromise and are able to deliver on commitments and balance competing priorities.
- ACCOUNTABILITY: You own your mistakes, apologize, and make amends. VAULT: You don’t share information or experiences that are not yours to share. I need to know that my confidences are kept, and that you’re not sharing with me any information about other people that should be confidential.
- INTEGRITY: You choose courage over comfort. You choose what is right over what is fun, fast, or easy. And you choose to practice your values rather than simply professing them.
- NONJUDGMENT: I can ask for what I need, and you can ask for what you need. We can talk about how we feel without judgment.
- GENEROSITY: You extend the most generous interpretation possible to the intentions, words, and actions of others.
Running Your PTA
CaPTA Toolkit has now been replaced with the NEW CaPTA Leaders Website, so please register a login and access that for all your PTA procedures and questions about everything PTA!
Examples
Insurance Forms
- PTA Member Participation Waiver*
- Volunteer Waiver for Adults
- Volunteer Waiver for Students
- Vendor Requirements & Hold Harmless Form
- AIM Insurance Guide – Complete |FAQ
*required for ALL PTA members – include in your welcome packets or online forms
Financial Forms
Awards
Keep Informed
- California Dashboard
- CAPTA Advocacy & Legislative Info
- Fourth District PTA Advocacy Communicator
- How to Communicate with IUSD
- IUSD Board of Education
- IUSD Continuous Improvement
- IUSD Family Engagement
- African American/Black Community Liaison
- Arabic Community Liaison
- Education Advisory Committee (EAC)
- English Learner Advisory Committee (ELAC/DLAC)
- Farsi Community Liaison
- Health Advisory Committee
- Korean Community Liaison
- Mandarin (Simplified) Community Liaison
- Mandarin (Traditional) Community Liaison
- Parent/Guardian Education Program (IPEP)
- School Site Council (SSC)
- Spanish Community Liaison
- Special Education Community Advisory Committee (CAC)
- IUSD GATE Community Advisory Committee
- IUSD Legislative Priorities | Pupil Funding Chart
- IUSD Local Control Accountability Plan (LCAP)
- IUSD Measure E Bond
- IUSD School Accountability Report Cards (SARC)
California Education System
Leadership Support
- Greater Good in Action – Simple practices to learn and do for improving your mental health
- The Science of People – Starting with this article on Connections!
- Continuous PTA Leadership Training
Programs & Resources Directory
Programs, vendors, examples of companies that match, fundraising platforms, communication tools, and more!