Leadership Conference
June 12, 2021 | 8:00 AM Check-in, 8:30 AM Conference Begins
Virtual Conference via Zoom
Keynote Speaker
Shereen Walter
California State PTA
Director of Legislation
First District PTA is delighted to invite you to our virtual District Leadership Conference on Saturday, June 12, 2021.
The best gift you can give your PTA is to have informed, trained officers. Take a look at our new schedule and class descriptions and plan to spend time with us as we offer a variety of workshops that will benefit everyone on your board.
Our keynote speaker will be Shereen Walter, California State PTA Director of Legislation. Shereen has been involved with PTA for over 20 years, becoming involved for the same reason many parents do, to make a difference at her own child’s school. She has found a passion for helping all children and families in California with her work as the Community Concerns Advocate and as the Vice President of Health & Community Concerns for California State PTA.
She earned her Bachelor of Science in Geophysical Engineering from the Colorado School of Mines and her MBA from the University of California, Irvine. Shereen has three grown children, Stephanie, Lindsey, and Dylan.
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REGISTRATION IS OPEN NOW!
PLEASE CLICK THE LINK BELOW TO REGISTER FOR THIS CONFERENCE
Registration is open now and is just $10 per attendee. The deadline to register is Wednesday, June 9th, at midnight.
Questions? Contact our office at (626) 289-1448 or email us at OfficeManager@PTA1.org.
CONFERENCE SCHEDULE
8:00 am Check-in
8:30 am Welcome
Keynote Speaker: Shereen Walter, California State PTA Director of Legislation
9:00 am – 10:20 am Session I
New Unit President Part 1
Treasurer Part 1
Membership Essentials
Secretary
10:40 am – 12:00 pm Session II
New Unit President Part 2
Treasurer Part 2
Legislation – Advocacy in Action
12:00 pm – 12:30 pm Lunch break
12:30 pm – 2:00 pm Session III
Parliamentarian Basics
Best Practices for Social Media & Communications
Compliance: Taxes & Audits
Diversity, Equity, and Inclusion – Making Sure Everyone is Welcome!
WORKSHOP DESCRIPTIONS
New Unit President Part 1
Congratulations on being elected PTA President! In this two-part class, we will review the basics of PTA policies and procedures and learn tips for unit management to help you meet the responsibilities of your new role. We will provide you with everything you need to successfully lead your unit efficiently and effectively.
New Unit President Part 2
Part two of the information presented in New Unit President Part 1. This session includes tips on creating an agenda, financial responsibilities, communication, and conflict management for leaders.
Treasurer Part 1
Review all responsibilities of the unit treasurer over the course of an entire financial year. Topics include banking, budget, fundraising, contracts, money handling, and financial reports.
Treasurer Part 2
Part two of the information presented in Treasurer Part 1. Review all responsibilities of the unit treasurer over the course of an entire financial year. Topics include banking, budget, fundraising, contracts, money handling, and financial reports.
Parliamentarian Basics
Learn more about your role as parliamentarian, and how to use parliamentary basics to run efficient and effective meetings. We will go through the newly updated bylaws and standing rules template and the procedure for amending them. Join us and have all of your burning parliamentary procedural questions answered.
Membership Essentials
Come learn everything you need to conduct a successful year-long PTA membership campaign, make the most out of TOTEM, our eMembership platform, and learn tips for asking people to join PTA.
Legislation – Advocacy in Action
What does it mean when we say PTA is the largest children’s advocacy organization in the country? Learn about PTA advocacy and how to speak more effectively on issues that impact students and families – at the local and state level. Come learn about the latest in legislation and policies that impact children, families, and schools with a focus on California State PTA priorities.
Secretary
Learn the role and the job responsibilities of being the secretary, including how to prepare minutes that are correct, concise, and complete, i.e., what to include and what not to include; how to approve, correct, and file the master copy of the minutes; duties as an executive board member. This workshop will also include a small segment covering the tasks and responsibilities of the historian position.
Best Practices for Social Media & Communications
Social media has been fast becoming one of the most effective communication tools for PTA leaders. Please join us for this workshop that will give you practical and applicable strategies to benefit your PTA. We will share successes, best practices, and lessons learned. Join us for this fun workshop to get your PTA’s message to all of your PTA members as soon as next week!
Compliance: Taxes and Audits
Everything you need to know to conduct a PTA audit at any level! Come and hear tips and tricks from seasoned auditors. Get your questions answered in real-time about keeping your PTA unit and council in compliance and in good standing with PTA, the IRS, the Franchise Tax Board, and the Attorney General’s Office.
Diversity, Equity, and Inclusion – Making Sure Everyone is Welcome!
Does everyone have a seat at your table? Is your PTA truly representative of your school body? For our PTAs to continue to grow and evolve, we must be intentional about our efforts toward diversity, equity, and inclusion (DEI). Using National PTA’s new DEI toolkit, we will discuss how to assess where your PTA is and how to make sure that you are connecting and engaging with your entire community.