February Checklist for Councils Supporting Local PTAs
February Monthly Tasks Continue assisting with items from the “Ongoing Tasks” list. Refer to the February Checklist for Running Your PTA. Encourage leaders to subscribe to the WSPTA Action Alerts to participate in timely action alerts with updates on the ongoing legislative session. Remind local leaders of the February 13 submission deadline for student programs (WSPTA…
Category:
Leadership
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Training
Reconciling with Givebacks
This blog is meant to help guide a treasurer through reconciling the PTA bank account and printing an acceptable receipt for showing the ACH payments and Stripe deposits done through our membership database, Givebacks. Recording Expenses: To find and print ACH payments made to WSPTA through Givebacks for membership dues follow these steps: Log in…
Category:
Membership
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Training
Highlighting the Non-Signer Monthly Review
Does your PTA have a non-signer reviewing your finances each month? Did you know that if you have Fidelity Bond (crime) insurance, you are required to have a member of your PTA, that does not have the authority to sign for financial transactions, reviewing your financial statements monthly? Even if your PTA does not carry…
Category:
Governance
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Training
January 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…
Category:
Leadership
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Training
January Checklist for Councils Supporting Local PTAs
January Monthly Tasks Continue assisting with items from the “Ongoing Tasks” list. Refer to the January Checklist for Running Your PTA. Reflections entries due to WSPTA by January 15 Councils can access the submission form here. Contact Reflections@wastatepta.org with questions. Remind local PTAs about the 1099-NEC due for independent contractors by January 31 For contractors you paid more than $600…
Category:
Leadership
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Training
December Checklist for Councils Supporting Local PTAs
Ongoing Tasks Review the 2024-25 Standards of Affiliation (SOA) Checklist. Host a training or roundtable at council membership meetings addressing timely SOA requirements. Offer support to local PTAs who may be struggling with any of the SOA requirements. At each council membership meeting, share the SOA items that your council has completed to model best…
Category:
Training
Ask WSPTA: What are the best practices when changing banks?
Here’s a question that pops up from time to time. Sometimes a PTA finds that their current financial institution isn’t serving them well, so leadership begins to consider a change. What should these leaders consider as they weigh a change? We don’t have a set guide for picking your financial institution, so we’ll cover some…
July Checklist for Councils Supporting Local PTAs
Ongoing Tasks Remind local PTAs to complete the memberplanet End of Year checklist Please also use memberplanet to report your newly elected 2024-2025 officers. Remind local PTAs to book their 1:1 with Givebacks. If you have not already, book your 1:1 onboarding meeting with Givebacks Offer support to local PTAs who may be struggling with…
Ask WSPTA: Advocacy vs. Lobbying
What’s the difference between advocacy and lobbying? Advocacy is the act of speaking for, in support of, or to plead a cause on behalf of others. For example, PTAs advocate when they inform members or decision-makers on a topic of concern. Lobbying is attempting to influence a specific decision. For example, an activity is lobbying when it involves asking…
WSPTA Seeks Presenters for 2024 Convention!
Do you have a program or practice you want to share with others? Here’s an opportunity to speak on topics showcasing your knowledge and experience with a wide audience of state leaders. WSPTA is now seeking session proposals for the 2024 Convention and Annual Meeting! The event will be held May 17-19, 2024, at the…