1. President’s Workshop

2. Welcome
Some of you may have been elected.. Some of you may have been strong armed… Some of you may have been duped but welcome to PTA/PTO Presidency!

3. PTA Structure Local Units Councils Districts Georgia PTA National PTA
YOUR LEADERSHIP TEAM:
Executive Committee
Elected Officers
Principal or his/her designee
Parliamentarian
Board of Directors
Standing Committee Chairs
Your Board of Directors (not your EC) is the legal entity of your association and acts on behalf of your membership.

4. PTO Structure Your School Principal Forsyth County Schools
YOUR LEADERSHIP TEAM:
May vary depending on your bylaws
Executive Committee
Elected Officers
Principal or his/her designee
Parliamentarian
Board of Directors
Standing Committee Chairs
Your Board of Directors (not your EC) is the legal entity of your association and acts on behalf of your membership.

5. Basic PTA Information:
Employer Identification Number (EIN)
Local Unit Number (LU#)
Are you “In Good Standing”?
Requirements to be “In Good Standing”
Pays state and national dues on a monthly basis and annually and has a minimum of 25 members
Has approved bylaws on file at the state office
Submits an annual audit report to the state office by the last business day in September
Submits annually to the Internal Revenue Service (IRS) the appropriate 990 by applicable IRS due date
Pays Council dues

6. Basic PTO Information:
Employer Identification Number (EIN)
Tax Exempt Status
Conflict of Interest Clause
Insured
Requirements
Dues as determined in the bylaws
Submits Treasurer’s Reports to Forsyth County Schools after each PTO Board meeting.
Submits an annual audit report to the Forsyth County Schools office.
Submits annually to the Internal Revenue Service (IRS) the appropriate 990 by applicable IRS due date

7. Protect your tax exempt status!
What does it mean to be a nonprofit 501(c)(3)?
You can earn a profit but the money needs to be spent on your mission & goals and not paid to stakeholders.
Protect your tax exempt status!

8. Must do now! Submit your officers to Georgia PTA
Meet with your Principal
Get familiar with your PTA/PTO’s documents
Bylaws
Budget/Financials/Audit
Meeting with your principal:
Map out the calendar for the year
Talk about the goals of the school
Discuss what PTA/PTO programs can be implemented to support the school’s goals

9. The President & Treasurer
You will be spending a lot of time with your treasurer!
Signing Checks (must have 2 signers on every check)
Reviewing bank statements
Preparing the budget
Presidents need to be aware of your PTA/PTO’s financial situation at all times.

10. Things to do over the summer:
Prepare for Open House
Print calendars
Develop Membership campaign
Recruit Committee Chairs/Volunteers
Order Spirit wear
Develop the budget

11. PTA/PTO President = Team Leader and Manager Protect Assets…
Volunteer, Financial and Good Name
Achieves Goals…
Benefit children and increase family engagement
Presidents – set goals for the year for your Board, make sure everyone is trained for their job and make sure expectations are clear.

12. Your Leadership Style Involve others
Establish atmosphere of cooperation
Build consensus
Show respect and appreciation for ALL
Ask for help
You are a role model

13. Parliamentary Procedure
Robert’s Rules/
Parliamentary Procedure
Process by which you can effectively run a meeting
Your bylaws require that you follow Robert’s Rules of Order Newly Revised (RONR) when conducting all meetings.
The Role of Parliamentarian:
Presidents can and should appoint a parliamentarian.
A parliamentarian is not elected but is an important member of the executive committee, as this person works to ensure that the President (or presiding chair) follows proper Parliamentary Procedure.
Although the Parliamentarian is a member of the Executive Committee, the parliamentarian does not speak to issues unless permitted by the President and may only vote when there is a ballot vote.

14. HOW TO CONDUCT A MEETING
Agenda
Call to Order
Inspiration (nonsectarian)
Pledge of Allegiance
Minutes
Treasurer’s Report
Correspondence
EC or BOD Report
Standing Committee Reports
Unfinished Business
New Business
News from NPTA, GA PTA and council
Program
Announcements
Adjournment
Hints
Don’t call unnecessary meetings
Have a purpose and communicate it
Provide printed agenda
Keep time to a minimum
Start and end on time
Know which committees need to report

15. The PTA/PTO & Principal Relationship
Is a member of your PTA/PTO team. They sit on your board. It’s in your bylaws.
Wants/needs to connect her/his goals – based on the School Improvement Plan – to your PTA/PTO work to benefit all students, all families, the entire local school community.
Does not run or manage PTA funds.
You are a guest in their school. Always respect that.

16. BASIC FINANCIAL MANAGEMENT
Membership approved budget
Appropriate uses of PTA/PTO funds
Explain procedures to others
Follow procedures yourself
2 signatures on all checks
Don’t ever sign a blank check
No cash payments
Accurate documentation
Prior approval for all expenditures
Only President signs contracts
Prompt bank reconciliations, 2 sign-offs
Purchase insurance
Maintain incorporation
Remit dues monthly
Protect Your PTA/PTO Assets
The team is in charge of running a business.

17. www.ptakit.org Resources Available to You: Georgia PTA
Leadership Resource Guide
Your local unit bylaws
Your council and district officers
National PTA
E-learning Opportunities
Back to School Kit
Money Matters Guide

18. Resources Available to You:
PTO Today
Leadership Guide Online
Your bylaws
Your council officers

19. Just a few reminders….
You cannot please everyone. If you try, everyone will end up being frustrated and no one wins.
To delegate is to succeed. Jumping out of the “I can do it since no one else will” mindset not only keeps you (ME!) from an early burnout, but lets other people actually volunteer.
You have to learn diplomacy..
4. It is considered unacceptable behavior to tackle people waiting in line after school to pick up their children to try to gain more volunteers. It is frowned upon. They say it is a bit aggressive. I say do what works. Just kidding..maybe

20. However it is one of the most rewarding volunteer positions out there…
Just a few MORE reminders….
Remember what it was like when you were trying to get your foot in the door to volunteer and make sure everyone is welcome. Take everyone you can and find a place for them.
Finally, you are now “owned” by the PTA/PTO. You will receive more s and phone calls than you ever have before.
And?
People actually want a response. Imagine that.
Suggestion: get a separate address just for the PTA and check it about eleventy-hundred times a day. It will save you grief in the long run.
However it is one of the most rewarding volunteer positions out there…

21. If you are PTA or PTO we are moving forward as a team!