Creekside Learning Center

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3387 Barranca Pkwy
Irvine, CA 92606 Get Directions
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Event Series Association Meetings 2024-25

Association Meeting – 01/22/25

Creekside Learning Center 3387 Barranca Pkwy, Irvine, CA

Due for January: Unit Worker's Comp Annual Payroll Report - report will cover Jan 5 to Jan 4 of 2024-25. A reminder email will sent to each unit treasurer along with link to form. Info about this form can be found here. Nominating Committee (NomCom) should have first meeting where chair is elected - see your unit bylaws. NomCom process can be found, here. Coming up in February! Unit mid-year financial review report (Adopted) - covers July 1st to December 30th 2024 Submit financial review, here. For any questions, email financial reviewer NomCom presents slate of officers - must be posted at least 28 days BEFORE the March General Association meeting; NomCom process can be found, here. For any questions, email

Event Series Association Meetings 2024-25

Association Meeting – 03/19/25

Creekside Learning Center 3387 Barranca Pkwy, Irvine, CA

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 […]

Event Series Association Meetings 2024-25

Association Meeting – 04/23/25

Creekside Learning Center 3387 Barranca Pkwy, Irvine, CA

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:

Event Series Association Meetings 2024-25

Association Meeting – 05/21/25

Creekside Learning Center 3387 Barranca Pkwy, Irvine, CA

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

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