Association Meeting – 05/21/25

May

• Wrap up of year
• Transitions
• Final Reports
• myPTEZ upload status
• Proposed budgets to be presented

Check List:

1. Unit (aka school) President 2024-25 Onboarding Form*
2. Council Committee 2024-25 Sign Up Form
3. IUSD Communications Survey for IUCPTA Presidents only
4. Confirm with your financial team that your Tax Filings have been completed
5. Confirm that your charity status is CURRENT – if not then, rectify immediately
6. Confirm your Financial Reviews have been completed (up thru Dec 2023)
7. 4th District PTA June 1st Training Option – your budget should have training covered $20/person early-bird  (if you have new exec board members, it’s a good idea to take this training in addition to the August 23rd free Fall Kick-Off Training & Vendor Fair provided by IUCPTA)

Additional Resources:

1. myPTEZ End of Year Checklist | Update Board Member Contact Video | Other Tutorials
2. If you use MembershipToolkit, register for the Year End Checklist Webinar on May 21st 10am