GENERAL SESSION

Check-in begins at 8:00 am  |  Session begins at 8:30 am

Keynote Speaker

Shereen Walter

California State PTA
Director of Legislation

Welcome + Keynote Speaker

8:30 am – 9:00 am

Join us in our General Session and meet our special guest, 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.

Shereen 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.

Webinar ID: 834 8811 6531
Passcode: 715500

ALL CONFERENCE WORKSHOP MATERIALS

Workshop handouts are available for viewing or download by clicking the button above.

SESSION I

9:00 am – 10:30 am

New Unit President Part I

9:00 am – 10:30 am

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.

Meeting ID: 891 5272 5513
Passcode: 770172

Treasurer Part I

9:00 am – 10:30 am

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.

Meeting ID: 837 9867 3126
Passcode: 861136

Membership Essentials

9:00 am – 10:30 am

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.

Meeting ID: 864 4747 6737
Passcode: 831971

Secretary

9:00 am – 10:30 am

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.

Meeting ID: 880 5728 7997
Passcode: 953136

ALL CONFERENCE WORKSHOP MATERIALS

Workshop handouts are available for viewing or download by clicking the button above.

SESSION II

10:40 am – 12:00 pm

New Unit President Part II

10:40 am – 12:00 pm

Continuation of New Unit President workshop.

Meeting ID: 891 5272 5513
Passcode: 770172

Treasurer Part II

10:40 am – 12:00 pm

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.

Meeting ID: 837 9867 3126
Passcode: 861136

Legislation – Advocacy in Action

10:40 am – 12:00 pm

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.

Meeting ID: 819 8961 3901
Passcode: 843138

ALL CONFERENCE WORKSHOP MATERIALS

Workshop handouts are available for viewing or download by clicking the button above.

SESSION III

12:30 pm – 2:00 pm

Parliamentarian Basics

12:30 pm – 2:00 pm

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.

Meeting ID: 895 7029 7267
Passcode: 440084

Best Practices for Social Media & Communications

12:30 pm – 2:00 pm

Social media is 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!

Meeting ID: 871 2288 9297
Passcode: 122923

Compliance:  Taxes & Audits

12:30 pm – 2:00 pm

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.

Meeting ID: 837 9867 3126
Passcode: 861136

Diversity, Equity, and Inclusion – Making Sure Everyone is Welcome!

12:30 pm – 2:00 pm

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.

Meeting ID: 842 6673 3176
Passcode: 289683