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September 8, 2022

Tip of the Week – September 8

Financial To-Do List to Start the Year The entire board of directors should review PTA budget and monthly financial statements Written financial policies, including for electronic banking and passwords Insurance policy renewal IRS informational filing (990N/990-EZ/990 – filing due November 15) Standards of Affiliation At the first membership meeting, PTA members should Adopt/re-adopt the PTA…
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Category: Leadership




September 1, 2022

September Checklist for Councils Supporting Local PTAs

Ongoing Tasks Review the 2022-23 Standards of Affiliation (SOA) Checklist. Host a training or roundtable at council membership meetings addressing timely SOA requirements. Offer support to local PTAs who may be struggling with any of the SOA requirements. At each council membership meeting, share the SOA items that your council has completed to model best…
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Category: Leadership

August 31, 2022

September 2022 – Executive Director Message

Dear Member, PTA is, first and foremost, an advocacy organization. In 1897, mothers across the country marched on Washington, D.C., to advocate for children. As a result, our organization was founded as the National Congress of Mothers that year. Over the last 125 years, PTA has led the fight to improve the lives of all…
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Category: Leadership

August 31, 2022

September Checklist for Running Your PTA

Board To-Do List for September Ongoing Tasks Attend board and membership meetings Read meeting minutes and offer corrections Prepare reports for board and membership meetings Get educated: take advantage of in-person and online training opportunities Be familiar with your responsibilities and fulfill them Review and ask questions about the monthly financial report Actively engage in…
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Category: Leadership

August 25, 2022

Tip of the Week – August 25

Manage and Track SOA Requirements Washington State PTA (WSPTA) provides a Standards of Affiliation (SOA) Agreement Checklist to help navigate legal requirements. Here are some quick tips for successfully managing and tracking the requirements: Add a few minutes for SOA review to each board meeting. Identify upcoming requirements and their due dates, discuss legal requirements…
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Category: Leadership