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 – 04/23/25

Creekside Learning Center 3387 Barranca Pkwy, Irvine, CA

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 parliamentarian@iucpta.org Budget committees should be identified and a proposed budget should be prepared for your May/last 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 - please sign up for one task if you haven't contributed this past year Coming up in May! Wrap up of year All Presidents to complete Onboarding Form Transition Meeting - INVITE your incoming presidents to attend IUCPTA meeting with you ALL financial reviews should be turned in by now! myPTEZ upload status Proposed IUCPTA budget to be presented

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 […]

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