Treasurer Mid-Year Check In - Shared screen with speaker view
THis is awesome to reset our focus
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.
Going back to the audit and 990 comment that should be submitted... Can this be reviewed again?
how can we get information on grants that applied to PTAs?
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??
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.
how do I get this kit?
@Anne, the Kit of Materials was emailed to all officers President, Secretary and Treasurer. If you did not receive it, please email email@example.com
@Jen, thank you
I would love to talk about an event we just did for the holidays.
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.
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.
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.
does anyone have a format on the monthly Treasurer report they submit to PTA board?
@Anne page 14 of the Kit of Materials has a sample
Derby Johnson from Volusia County. I have a software specific question for anyone using QuickBooks. I
I'd be interested in speaking offline if possible
Can anyone share what FREE software packages you use for your book keeping?
we were using the free version of money minder
loved it so much that we bought it this year
does anyone use memberhub as a form of communicating the treasury report?
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.
I communicate in the meetings
We utilize the General Meeting to review the budget
@Anne, please email firstname.lastname@example.org she can help you with the memberhub.
i do put a pdf budget file on MB files when we have a general meeting
will we be required to have an in person meeting?
I don't know
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 email@example.com
Thank you for your time... I will definitely be in touch!!
Debra Martel Routier
Thank you so very much for providing this opportunity. Well done! Feet up time!
thank you. have a beautiful holiday