President / EVP

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Required! Be sure to complete the President On-Boarding Form

What to do at your FIRST association meeting:

  • Adoption of Annual Financial Report
  • Adoption of year-end Financial Review
  • Approval of Programs and Fundraisers
  • Approval of Budget
  • 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


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!

Leadership Support

Programs & Resources Directory

Programs, vendors, examples of companies that match, fundraising platforms, communication tools, and more!

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