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Treasurer 101 Getting Organized

Learn how to manage your PTA's finances efficiently and compliantly in this workshop covering bylaws, financial matters, forms, budgeting, and reporting.

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Treasurer 101 Getting Organized

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  1. Treasurer 101Getting Organized July 2018 Session Presenter:

  2. LEARNING OBJECTIVES 1 • Chapter 1 • Bylaws & Standing Rules • Chapter 2 • Financial Matters & Redbook • Chapter 3 • National PTA... • Chapter 4 • Forms and more forms • Chapter 5 • Budget, Report & Review 2 3 4 5

  3. Chapter 1*Bylaws*Standing Rules

  4. Chapter 2*Financial Matters*Redbook

  5. Chapter 3*National PTA Back to School Kit – Treasurer*National PTA E-Learning Treasurer Courses

  6. Chapter 4*Request/Authorization for Payment*Funds Received Form*Deposit Summary Form*State & National Membership Dues Payment Form*District Membership Dues Payment Form (District List)*W9 Form*Officer List

  7. Chapter 5*Budget Template*Treasurer Report Template*Financial Review Form

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