Exec Board Mtg. – IUCPTA
(Just for Council EB, not unit Presidents unless requested)
(Just for Council EB, not unit Presidents unless requested)
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 […]
(Just for Council EB, not unit Presidents unless requested)
April 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 Budget committees should be identified and a proposed budget should be prepared for May association meeting Unit Historian reports are now past due! Complete End of Year Survey Coming up in May! Wrap up of year All Presidents to complete Onboarding Form Transition Meeting - Invite incoming president to attend IUCPTA meeting with you Final Reports myPTEZ upload status Proposed IUCPTA budget to be presented; Units submit their proposed budgets to:
Save the Date! more details coming...
Ontario Convention Center Include in your budget! Get approved by association in March/April. Get training from state in addition to council training in August! Do early-bird registration and try to attend the 4th District PTA dinner on Friday and the State PTA dinner on Saturday night. 4th District charges a mandatory $30 fee to attend on top of the convention registration fee, so plan for that expense too. Registration, hotel, travel mileage and per diem is reimbursable with proper receipts turned in on time.