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:

May Wrap up of year Transitions Final Reports myPTEZ upload status Proposed budgets to be presented Check List: Unit (aka school) President 2024-25 Onboarding Form* Council Committee 2024-25 Sign Up Form IUSD Communications Survey for IUCPTA Presidents only Confirm with your financial team that your Tax Filings have been completed Confirm that your charity status is CURRENT - if not then, rectify immediately Confirm your Financial Reviews have been completed (up thru Dec 2023) 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: myPTEZ End of Year Checklist | Update Board Member Contact Video | Other Tutorials If you use MembershipToolkit, register for the Year End Checklist Webinar on May 21st 10am