Association Meeting – 03/19/25

March

• Irvine Council PTAs Annual Elections take place
• Most units have their Annual Elections take place (latest must be April 15th); see Unit Bylaws and elections process
• Take a look at the election script for a smooth election!
• Post election results; be sure to have minutes specifically state who has been elected to what position and be sure minutes are signed.  For bank transition purposes on July 1st, be sure to state on minutes who are the new named or primary account holders and who will be taken off.  Check with bank first before visiting to make sure their terms are properly used on your minutes when changing over signers and check your bylaws as to who are your signers.  Be sure to state specifically which accounts apply. If you’re a Wells Fargo customer, they also need to know who are the key executives that will be added and removed from the account(s).  Again, check with Wells Fargo before going to the bank as they change their signer process each year and aren’t consistent from branch to branch.
• President appoints budget committee to develop a preliminary budget with current board and board-elect based on proposed PTA programs/events for the upcoming year.  Treasurer chairs the budget committee.

Coming up in April

• Unit historian reports are due April 1st; Be sure to get them signed by your president with total volunteer hours (completed and projected for April 1 – June 30).  Tell your members to count all hours that have anything to do with PTA which includes meetings, PTA events (ex. Jog-A-Thon, Reflections, festivals), time spent planning and shopping for events/meetings, and even travel time to and from meetings/events.
• Outgoing president must enter the new board-elect members (minimum is president, treasurer, and secretary) into myPTEZ as that is the only way to ensure CaPTA, AIM, 4th District PTA, and IUCPTA communications get delivered to new members.
• It is important that IUCPTA gets an updated list of your board and chair roster as soon as possible so that Spring and Fall training can be planned properly