Zoom Logo

Treasurer Mid-Year Check In - Shared screen with speaker view
Katie Murphy
28:11
THis is awesome to reset our focus
Silvia Hall
30:10
A question I got this week from one of our local units: Is it a conflict of interest to hire a PTA board members company for a fundraiser? I answered back stating that it is a conflict of interest.
Kim Lambert
31:46
Going back to the audit and 990 comment that should be submitted... Can this be reviewed again?
Anne Petit-Phar
32:35
how can we get information on grants that applied to PTAs?
Blanca Colon
32:50
do we need to provide an audit on December to our school? Is there a standard like every 3 months that we need to make an audit??
Jen Martinez
33:44
We have a webpage with details on available grants and National PTA often sends grants out. We typically include this in our newsletters as well. I will post the links here.
Anne Petit-Phar
34:12
how do I get this kit?
Jen Martinez
34:28
https://floridapta.org/grant-opportunities/
Jen Martinez
35:27
https://www.pta.org/search-results?Keywords=grants
Jen Martinez
36:33
@Anne, the Kit of Materials was emailed to all officers President, Secretary and Treasurer. If you did not receive it, please email info@floridapta.org
Anne Petit-Phar
37:23
@Jen, thank you
Laila Alidina
39:04
I would love to talk about an event we just did for the holidays.
Amanda Bartleson
41:47
Can anyone share how they found books that can be read online as a PTA event? We really want to do an online literacy event, but I am concerned about copyright issues.
Khanh-Lien Banko
43:16
To Blanca, no you do not need to provide an audit in December. The audit takes place after the end of your fiscal year - typically in july/august. Dollars & Sense page 45 starts the audit guidance.
Blanca Colon
45:00
correct, I understand about the annual audit....but as per county rules...is there a requirement for us, PTA Treasurers, to provide an audit for our school. I am in Pasco County.
Anne Petit-Phar
46:14
does anyone have a format on the monthly Treasurer report they submit to PTA board?
Jen Martinez
47:55
@Anne page 14 of the Kit of Materials has a sample
Derby Johnson
54:30
Derby Johnson from Volusia County. I have a software specific question for anyone using QuickBooks. I
Derby Johnson
54:43
I'd be interested in speaking offline if possible
Blanca Colon
01:01:05
Can anyone share what FREE software packages you use for your book keeping?
Laila Alidina
01:02:08
we were using the free version of money minder
Laila Alidina
01:02:24
loved it so much that we bought it this year
Anne Petit-Phar
01:04:39
does anyone use memberhub as a form of communicating the treasury report?
ROMINA MANIA
01:10:14
no
Blanca Colon
01:10:26
Not related to treasurers....I am curious....the units that have online events...can you share the time and day of week that you meet? Our attendance has been very low.
ROMINA MANIA
01:10:28
I communicate in the meetings
Melissa Shearer
01:11:32
We utilize the General Meeting to review the budget
Jen Martinez
01:11:35
@Anne, please email membership@floridapta.org she can help you with the memberhub.
Laila Alidina
01:13:11
i do put a pdf budget file on MB files when we have a general meeting
Katie Murphy
01:13:35
will we be required to have an in person meeting?
Melissa Shearer
01:14:36
no clue
Nina Moorehouse
01:14:41
no idea
ROMINA MANIA
01:14:42
I don't know
Katie Murphy
01:15:46
cost
Carolyn Nelson-Goedert
01:19:38
https://floridapta.org/legislation/
Laila Alidina
01:20:41
Our board has attended a few trainings about how to use memberhub, which have been very helpful. (some of us didn’t know anything about it) our contact is carter.grimes@memberhub.com
Khanh-Lien Banko
01:21:18
membership@floridapta.org
Kim Lambert
01:21:38
Thank you for your time... I will definitely be in touch!!
Sylvia Boyles
01:21:47
Thank you!1
ROMINA MANIA
01:21:50
Happy Holidays!
Laila Alidina
01:21:54
Thank You!
Debra Martel Routier
01:22:03
Thank you
Katie Murphy
01:22:03
Thank you so very much for providing this opportunity. Well done! Feet up time!
Amanda Bartleson
01:22:03
thank you!
Silvia Hall
01:22:04
Thank you!
Anne Petit-Phar
01:22:04
thank you. have a beautiful holiday
Kimberly Adamski
01:22:07
Thank You
Alexandra Lindholm
01:22:08
Thank you!!!