Financial Review

January 16, 2022

Tip of the Week – January 13

Mid-Year Financial Reviews: The time is now to start planning An annual financial review is required by WSPTA Uniform Bylaws but conducting a mid-year review may be required by your local PTA standing rules. Even if it isn’t, a mid-year review covering July – December is still a good idea. It can provide early feedback for the treasurer, expose any potential problems, and…
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Category: Leadership

February 1, 2021

Online Financial Review

Thank you to Northshore Council PTSA 6.10 for allowing WSPTA to share their recent blog post on our site.  Governance. Powered by PTA. Financial Reviews right now can be an overwhelming prospect. As a treasurer, you want to make sure your review committee can access all documents easily and smoothly with the added difficulty of…
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Category: Governance