Feel free to enter questions here, and we will get to them at the end of the workshop.
So, did you say that the treasurer can be present at the audit just in case they have questions?
The treasurer should be available to the committee to answer questions and provide clarity. There is no need for the treasurer to be 'present'.
Due to the pandemic, our school has not had their elections of new board. What do you recommend we do to have elections and handoff to new board?
We are organizing our archived records. Do we need to keep old blank checks and blank deposit books?
Does anything have to be done with your budget to close out the year?
Our PTSA has a Dropbox account where we have all IRS, Treasurer Reports, etc..... However, not all deposits or receipts are not. Would you recommend scanning all of the documents and uploading for the audit?
If we would like Florida PTA to consider making permanent the bylaws change regarding virtual meetings (i.e, we would like to offer virtual access to those who can't meet in person), how would we go about doing that?
virtual general meetings
Piggy backing on that question. Can we do in person meeting, but stream it to reach more parents?
email me Treausrer questions to Treasurer@floridapta.org
Can the carry over money from this year be use in anything approved by general meeting or there is any restriction on it?
may I unmute myself to clarify my question about virtual general meetings?
Florida PTA Elections and Electronic General Meeting Guidance https://floridapta.org/resources/#1585938135913-f384dd95-6c7e
We are at risk of not having a PTA next year. What do I do with the bank account (and money) if there is no PTA next year.
so am I
Thank you for your time. This was beneficial