Financial Review

The financial management of the PTA is the responsibility of the entire board of directors. Learn basic financial skills to manage and track PTA funds, online accounts, legal obligations to maintain your tax-exempt status and other considerations. This training is recmended for all elected officers and board members.

This final financial roundtable of the year is geared towards treasurers and your PTA's financial review team. We will walk through the documents needed for the review, how to organize them, and how to find the important information on each document. Register below.