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