Creekside Learning Center

April 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; email evp@iucpta.org Budget committees should be identified and a proposed budget should be prepared for May association meeting Unit Historian reports are now past due! Finalize your convention plans - 4th District provides a convention orientation Confirm your Spirit of Community RSVPs for both current and incoming exec board + principal Complete End of Year Survey Unit Task Sign Up Coming up in May! Wrap up of year All Presidents to complete Onboarding Form Transition Meeting - Incoming presidents should attend IUCPTA meeting with you Final Reports myPTEZ upload status Proposed IUCPTA budget to be presented; Units submit their proposed budgets to: treasurer@iucpta.org

May Wrap up of year Transitions to New Presidents Final Reports myPTEZ upload status Proposed budgets to be presented Unit Task Sign Ups 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