President / EVP

Welcome Packet 2024-25!

Training

Job Description:  President | Executive Vice President (EVP)

Training

Training for you and your board is provided in multiple ways that includes Spring small group transition sessions, an August Fall Kick-off in-person set of training workshops for most positions, online materials provided on this website, 4th district Spring and Fall training, state training at Convention, monthly state training webinars, monthly newsletters, weekly emails, Signal Chat groups, CAPTA Toolkit, and the CAPTA Leadership Website. Council board members will reach out to your unit board members for guidance and assistance when requested, so it is important you have provided their contact info on myPTEZ as soon as they are elected. Each council board member may have their own specifics/style on how they will support each of your board member positions. Please make sure your board members are aware of what training is available and that they establish a relationship with their appropriate council support board member.

Helpful Guides

What to do at your FIRST association meeting:

  • Adoption of Annual Financial Report (prior year)
  • Adoption of year-end Financial Review (prior year)
  • Approval of Programs and Fundraisers (new year)
  • Approval of Budget (new year)
  • Ratify appointment of Financial Reviewer (if not elected) and/or Financial Review Committee (if financial reviewer is not a CPA)
  • Treasurer’s reports
    • Last association meeting to end of fiscal year
    • Beginning of fiscal year to date of association meeting
    • List of payments made/checks written for ratification from each period

SAVE THE DATE!

  • IUCPTA offers FREE Fall Kick-Off Training & Vendor Fair August 22, 2025

myPTEZ is CaPTA’s only way to connect with all units, so please make sure you have uploaded your entire exec board and key chair positions as soon as your elections are over and again reconfirm any new leaders in their contact database at the start of the new year.  Council uses this same contact list to send official communications as well. Please don’t skip this!

See myPTEZ video tutorials if you need help

Additional recommended reading

Conflict Management

B-R-A-V-I-N-G Framework

  • BOUNDARIES: You respect my boundaries, and when you’re not clear about what’s okay and not okay, you ask. You’re willing to say no.
  • RELIABILITY: You do what you say you’ll do. This means staying aware of your competencies and limitations so you don’t overpromise and are able to deliver on commitments and balance competing priorities.
  • ACCOUNTABILITY: You own your mistakes, apologize, and make amends. VAULT: You don’t share information or experiences that are not yours to share. I need to know that my confidences are kept, and that you’re not sharing with me any information about other people that should be confidential.
  • INTEGRITY: You choose courage over comfort. You choose what is right over what is fun, fast, or easy. And you choose to practice your values rather than simply professing them.
  • NONJUDGMENT: I can ask for what I need, and you can ask for what you need. We can talk about how we feel without judgment.
  • GENEROSITY: You extend the most generous interpretation possible to the intentions, words, and actions of others.

Running Your PTA

CaPTA Toolkit has now been replaced with the NEW CaPTA Leaders Website, so please register a login and access that for all your PTA procedures and questions about everything PTA!

Examples
Insurance Forms

AIM Insurance Guide – Complete

Includes all all the insurance forms you will need for:

  • PTA Member Participation Waiver
  • Volunteer Waiver for Adults
  • Volunteer Waiver for Students
  • Vendor Requirements & Hold Harmless Form
Financial Forms

What you may want to know about the assessment fee on the Remittance Form…

Units currently pay a $60 assessment fee.  What value does Council offer units?

How units benefit… Value to 43 units…
  • Fall Kick-Off training
  •  $14 per unit
  • IUCPTA Website
  • $16 per unit
  • Hybrid Video-conferncing for those who can’t make in-person
  • $13 per unit
  • Newsletter Email Service Provider
  • $0, association approval sought
  • Meeting Hospitality
  • $12 per unit
  • Membership Incentives
  • $12 per unit
  • Honorary Service Awards
  • $17 per unit
  • HS Scholarships
  • $81 per unit
  • Spirit of Community Appreciation & Recognition Celebration
    • $47+ per unit
    • Prize Giveaways, Membership Perks & FUN!
    • Priceless!
    AMAZING SUPPORT! roughly $200+ in unit benefits!*

    *High schools also receive a grant from the City of Irvine for Grad Night for $7,000.  It is then distributed by IUCPTA according to their current board’s approved calculation. High schools also are the only recipients of IUCPTA’s HS Scholarship (currently $500 each) so you can take out that amount for elementary/middle schools.  As council’s budget changes, these numbers change. However, it gives one a good idea of how assessment funds are currently invested in units.

    Awards
    Keep Informed

    California Education System

    Leadership Support

    In addition to the CA State PTA Leadership Website and Toolkit, here are some other support sites when it comes to leadership.

    CaPTA Leaders Website
    Monthly CaPTA Training

    The best leaders don’t save the day. They create the conditions for others to save it themselves.

    So stop looking for villains to vanquish and start looking for heroes to guide.

    Jeff Matlow

    Leadership Coach