1. Presidents Webinar Series 2018-2019
Episode Three:
Tools and Networking for PTA Leaders and Leaders-in-Training

2. Welcome Sibyl Collins Wilson President, Michigan PTA
Past Unit President (2 units)
Past Unit VP
Past Membership Chair

3. Goals of this Webinar Update and Clarification on processes
Discussion of roles and responsibilities
Questions and Answers
Networking

4. Update and Clarification on Processes
Old Way of Operating
Current Way of Operating
Staff and Office dedicated to Michigan PTA
Physical office space
Documents stored at office
Members drove or mailed items to office
Staff did not verify documents
Company used to answer phones and take messages
Post office box
Paperless operations
Members upload items to MemberHub
Volunteers will verify documents

5. Where to find information
Old Way of Operating
Current Way of Operating
Pay unit dues through Michigan PTA website
Register for events through Michigan PTA website
, fax, or mail rosters for staff to input
Call office for copies of documents
Pay unit dues through MemberHub store
Register for events though Eventbrite (free events) or MemberHub store (paid events)
Upload members to MemberHub
Create folder in MemberHub to store documents

6. Where to find information (continued)
Old Way of Operating
Current Way of Operating
Attend Summer Leadership Academy, Regional Training, and Annual Convention
Back to School Kit mailed from National PTA
Unit packets mailed from Michigan PTA
Membership cards mailed to units
Take basic classes online and attend in-person trainings, webinars, and Convention
Local Leader Kit live online year- round at ptakit.org
Communication via social media, , and websites
Membership cards in MemberHub

7. Where to find information (continued)
Old Way of Operating
Current Way of Operating
Units created unique membership options that often did not follow the one member, one vote, one membership model
Council leaders had reports that provided some metrics
MemberHub reminds officers of the membership structure
Council leaders will have reports with better detail and information

8. Leadership Goals
Learn as much as you can about your role as well as those of the officers you support
Read and take classes for your current role and the role(s) you want to pursue
Attend as many training sessions as you can
Keep notes and journals of experiences
Pass on information to your successor in a timely manner
Give everyone a shot to succeed

9. Standards of Affiliation
Unit Renewal Dues: $40
Updated Officer Contact Information
Current Approved Budget
Audit of Previous Year
Copy of submitted 990 or rejection*
Names and Dues of Members
Current Bylaws submitted every three years
Insurance
Due by December 1st each year
*if rejected, follow up with IRS as to why 990 was not accepted

10. Suggested SOA Timeline
Item for SOA
Recommendation
Unit Dues
Audit
Budget
Bylaws
Submit through MemberHub by June 1st
Submit as soon as fiscal year ends, usually by July/August
Submit as soon as members approve
Submit as soon as members approve but no later than every 3 years

11. Suggested SOA Timeline (continued)
Item for SOA
Recommendation
Officers
Member names and dues
Update officers as soon as they are elected. Once the new fiscal year begins, s will not go to the previous year’s officers.
Submit members through MemberHub as soon as you get them. Membership is due in MemberHub by the 28th of every month.

12. Suggested SOA Timeline (continued)
Item for SOA
Recommendation
Insurance
990
Submit insurance certificate as soon as it is received. This will be available in MemberHub next year.
Submit 990 five months and 15 days after the close of the unit’s fiscal year—November 15th for most units.

13. Different type of “year”
Calendar year: January 1-December 31
Fiscal year: typically July 1-June 30
Membership year: October 1-September 30
School funding year: October 1-September 30

14. Resources Michigan PTA Office: 734-975-9500
Michigan PTA Website:
National PTA Website: pta.org
MemberHub:
Webinars:
Michigan PTA s and advocacy alerts
Michigan PTA Facebook page
National PTA Facebook page
Michigan PTA Local Leaders Handbook (January)
National PTA Local Leader Kit
National PTA DIY Membership Kit ptakit.org