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Financial Review

June 24, 2022

Tip of the Week – June 23

Financial Review Every PTA must conduct a year-end financial review, as specified in the WSPTA Uniform Bylaws. This is a PTA requirement, through the WSPTA Standards of Affiliation, required by fidelity bond insurance, and an important business practice. The year-end financial review should be completed no later than August 31 and should cover the period…
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Category: Leadership

June 1, 2022

June Checklist for Running Your PTA

Ongoing Tasks Attend any 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 a plan for membership…
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Category: Leadership


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