1. WEPR REGION REGION BOARD TRAINING 2017
Kathleen Martinez-Holmes, WEP Region Director
Lori Fontana, Field Support Coordinator

2. Vision Statement Making every child’s potential a reality by establishing the New York State Congress of Parents and Teachers, Inc. (NYS PTA) as the premier association for parent involvement and advocacy for all children. Mission Statement The overall purpose of PTA is to make every child’s potential a reality by engaging and empowering families and communities to advocate for all children.

3. PTA VALUES
Collaboration:  We work in partnership with a wide array of individuals and associations to accomplish our agreed-upon goals.
Commitment:  We are dedicated to promoting children's health, well-being, and educational success through strong parent, family, and community involvement.
Accountability:  We acknowledge our obligations.  We deliver on our promises.

4. Respect: We value our colleagues and ourselves
Respect:  We value our colleagues and ourselves.  We expect the same high quality of effort and thought from ourselves as we do from others.
Inclusivity:  We invite the stranger and welcome the newcomer.  We value and seek input from as wide a spectrum of viewpoints and experiences as possible.
Integrity:  We act consistently with our beliefs.  When we err, we acknowledge the mistake and seek to make amends

5. OBJECTIVES
Gain a greater understanding of your role as a member of the Region Board

6. Westchester-East Putnam PTA Executive Committee
Region Director
Associate Directors
Recording Secretary & Corresponding Secretary
Treasurer
Immediate Past Region Director

7. Westchester –East Putnam Region PTA
Executive Committee
Chairmen
Council Presidents

8. Region Board Training Agenda
Region Board Member Responsibilities
Coming Prepared to Region Board Meetings
PTA Protocol
Treasury Issues and Procedures
Region Events
Council Presidents

9. Region Board Training Agenda Continued
The Role of Chairmen
Region Board Member Responsibilities
and communications
Region PTA & NYS PTA Connection
Putting It All Together
Wrap Up and Thank You!

10. Region Board Member Responsibilities
PTA membership
PTA materials
Meeting attendance
Attendance at workshops/conferences
Conducting workshops, or Schools of Instruction
DO NOT GIVE OR LEND PRESIDENT’S MAILING LIST

11. PTA Protocol What Is Protocol? Protocol Specific to Region PTA
Calling your Associate Director
Returning Phone Calls and s
Regrets
Time Limitations
Keeping Your Sense of Humor

12. FIDUCIARY RESPONSIBILITIES
Have 3 names on signature cards at bank
All PTA checks MUST have 2 signatures
Never make checks out to cash
Never pre-sign any PTA checks
Always use vouchers & remittance forms & a ledger
Two people to count and verify monies
Have bank statements mailed to Treasurer
Ensure you do a monthly reconciliation at every board meeting – put this on your agenda!

13. Treasury Issues and Procedures
Expense Forms
Remittance Forms
When to fill them out
What needs to be attached to them
When they are due
Who to send to

14. Region Events Fall Luncheon - 10/27/17 Advocacy Breakfast – 3/10/18
Spring Conference – 5/11/18

15. Council President…..Per Your Bylaws:
Article IX Duties of Officers:
All Officers Shall:
# b. Attend Region training workshops
c. Perform the duties outlined in these bylaws and those assigned from time to time.
Section 2. The executive committee shall:
# b. Appoint delegates to the New York State PTA convention in accordance with the provisions of the bylaws of the New York State PTA, to other state and region meetings and to meetings of other associations as defined in Article IV, e.

16. COUNCIL PRESIDENTS ALWAYS BE PREPARED TO:
REGION BOARD MEETINGS
COUNCIL PRESIDENTS ALWAYS BE PREPARED TO:
Attend Region board meetings
Send your alternate/designee if you can not attend.
Report your goals for the the 1st Region board meeting
Come prepared to report the “happenings” in your district
Vote on the business of this association

17. CHAIRMEN ALWAYS BE PREPARED TO: Attend Region board meetings
Prepare & send your plan of work to the Region Director prior to the 1st region board meeting..
Always forward your report prior to a meeting
Be prepared to make a report at meetings
Vote on the business of this association
Plan of Work
Should culminate with an event, program, communication, and area of support for our region councils and PTAS

18. E- Mail Respond as quickly as possible
Always include names, and PTA in the subject heading
Notify Region and NYS if your address changes
Don’t write anything in an message that you wouldn’t want to see printed in a memo to all
Do not discuss sensitive issues in an – remember that can be sent on to anyone without your knowledge
Use Bcc when sending s to a group
Proofread!
DO NOT USE ALL CAPS!!!
Use the proper chain of command when corresponding
i.e. – Region Director – Associate Director- etc

19. DON’T FORGET!!! COMMUNICATIONS:
MEET IMPORTANT DEADLINES: Form A’s and updating Bylaws
Share information directed by the Region, VIA and communicate during your council and/or local PTA meetings
Connect within in the chain of command:
-Councils * Associate Director or the appropriate Chairman * Region Director
-Chairman * Associate Director of Chairman * Region Director
When reaching out to your region, or NYS PTA always use your unit or council code
Contact your region first for assistance, if needed contact the NYS for additional support
Report back to your Council or Local Unit, Region and State Events & meetings

20. PTA CONNECTIONS NATIONAL PTA – James Accomando, President *
NYS STATE PTA – Gracemarie Rozea, President
Lori Fontana, Field Support Coordinator
WEPR REGION PTA- Kathleen Martinez-Holmes–Region Director
PTA COUNCIL
LOCAL PTAs
The fourth link, the PTA council, is the closest help to local PTAs.
They disburse information from the Region PTA, New York State PTA and National PTA to board members and to the general PTA membership.

21. NYS PTA Events 121th Annual NYS Convention
November 3-5 – Niagara Falls, NY
Experience parliamentary procedure, elections and advocacy in action
(registration is open now!)
Key Advocacy Partner Training and Lobby Day
February – Albany
(Learn how to effectively advocate with our legislators)

22. EVENTS….REGION, STATE, & NATIONAL
Opportunities for:
Advocacy, Recognition, Networking, Training,
& conducting important PTA Business!
Training is the #1success indicator of effective PTA units and councils.
Training Opportunities at all levels
Regions: Leadership trainings & annual conferences
State: Leadership trainings, conventions, & annual conferences
National PTA: Conventions & Annual Conferences
Professionalism is Key!
ALWAYS respond to Evites, Eblasts, Invitations,
And register according to DEADLINES!

23. ADVOCACY Become familiar with our “Basic Policy” and “Where We Stand”
Keep in mind the Mission of the PTA is primarily advocacy with issues affecting children and youth
Share our advocacy mission to units/councils

24. Attitude is Everything
Attitude is the little thing that makes a BIG difference
Attitude is contagious
Make sure the attitude you spread is a Positive & Healthy Attitude

25. ONE HUNDRED YEARS from now…
It will not matter what my bank account was…
The sort of house I lived in, or the kind of car I drove, but the world may be different because I was important in the life of a CHILD!

26. Thank you for making a commitment to serve the Westchester-East Putnam PTA Region Board
Any Questions?