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.
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.
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.
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.
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.
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.
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.
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.
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!
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.
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.