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Upcoming Training
Upcoming Training
Questions about quorum? How to make a motion? What is the expense authorization process? Why do we need to complete a Conflict-Whistleblower form?
What financial reports should be presented at a meeting?
To answer these questions and much more, please join us for our Meeting Management and Finance for All Officers workshops virtually in September.
Meeting Management
With planning, your PTA meetings will run smoothly - especially when everyone knows their roles and responsibilities. We will discuss the different types of PTA meetings, parliamentary procedure, motions, and what must be documented during your PTA meeting, whether in person or remote via teleconferencing.
Monday, September 22, 2025, 7:00pm - 8:30pm REGISTER NOW!
Finance for All Officers
Every member of the PTA board has a fiduciary duty to oversee and manage the organization's assets. We’ll go over the basics that
every officer and chairperson needs to know to protect the assets of the PTA.
Tuesday, September 30, 2025, 7:00pm - 8:30pm REGISTER NOW!
California State PTA Leaders Website
Login Required
Monthly Leadership Essentials Call
California State PTA
First Thursday of the Month 6-7pm
Topics vary
Monthly Advocacy Call
California State PTA
Training Resources
Training Resources
Communications
Compliance
Compliance might sound scary, but it shouldn’t be! Just like your bylaws, PTA compliance is here to make your life easier and help your PTA stay insured and in good standing. We can help make your PTA jobs easier when it comes to following IRS guidelines and AIM guidelines.
Council Training
Council Officer Information
Diversity, Equity, & Inclusion (DEI)
Hear from California State PTA, President-Elect, Shereen Walter discuss DEI and how to implement it in your PTA and school community.
Financial Review
Financial Review
Membership
Nominations & Elections
Nominations & Elections
This training covers Nominating Committees and Election Procedures, Voting, and more to make you successful at your local Unit and Council.
Parliamentarian
President
Are you a new or returning PTA President? Then this class is for you! Start off your presidency on the right foot with our best practices, tips, and information you need to know!
Treasurer
Part 1: Key Role, Transition, Banking & Organization (November 2023) In this video you will learn all about your role as Treasurer, what you need to ask for in the transition, and more about how PTA as an organization and banking works with PTA.
Part 2: Budgeting and Reporting (November 2023) In this video we will take a deep dive into PTA budgeting and reporting. This will be your guide to creating a successful PTA budget to get you through the school year. It will also teach you how to build and deliver your reports to the Executive Board & the General Association.
Part 3: Financial Procedures (November 2023) In this video we will take a deep dive into the financial procedures of being a 501(c)(3) non-profit organization in the State of California. These procedures are common in all non-profits, that is why we are taking the time to get you up to speed on these important procedures.
Part 4: Taxes and Other Compliance (November 2023) As a 501(c)(3) non-profit organization you will need to file taxes and stay compliant with many organizations - California State PTA, the Franchise Tax Board, the IRS, and more. While this sounds daunting, we will make it easy for you to learn and seamless to stay compliant so your PTA can continue to do positive things for children and families.
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