President / EVP

Training

Job Description:  President | Executive Vice President (EVP)

Training

  • May 2026 Convention Training Slides: Part1 , Part2

 

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
    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
      Unit Dashboard