This page is dedicated to providing forms, information, and resources from Burbank Council PTA’s Leadership In-Service Training (LIST).
Click to tabs below to access the workshop Zoom links and materials.
Questions? Contact us at LIST@BurbankCouncilPTA.org
LIST Workshop Schedule
SESSION ONE — 9:30 – 11:30 am
- President
- Auditor
- Corresponding Secretary / Communications
- Financial Secretary
- Recording Secretary
- Reflections
GENERAL SESSION – 12:00 – 1:00 pm
SESSION TWO — 1:00 – 3:00 pm
- Treasurer
- Fundraising & Programs
- Historian
- Legislation & Advocacy
- Membership
- Parliamentarian
President & Executive Vice President
Auditor
- Auditor Workshop Presentation Notes
- Audit Workshop Outline
- Audit Checklist
- Audit Report Annotated
- Sample Audit Recommendations
- Monthly Five Minute PTA Audit Procedure Check List
- Authorization To Transfer Funds
- Cash Verification Form
- Check and Checkbook Register Sample
- Committee Report
- Fiduciary Agreement
- Ledger Sample
- Payment Authorization | Request for Reimbursement
- PTAEZ Ledger Sample
- Warrant Form
Corresponding Secretary + Communications
- WORKSHOP MATERIALS COMING SOON!!
Financial Secretary
- Workshop Agenda
- Workshop Presentation — Printable for Notetaking
- Workshop Presentation — Slides Only
- Workshop Follow-up FAQs Sheet
- Cash Verification Form with Startup Cash
- Financial Motions for First Association Meeting of the Year
- Sample Proposed Budget
- Third-Party Payment Authorization Form
- Unit Remit Form
- Treasurer’s Checklist
- Warrant Form (Blank)
- Warrant Form (Excel Version)
- Warrant Form (Sample)
Recording Secretary
Membership
Parliamentarian
NOMINATING COMMITTEE AND ELECTIONS
- Nominating Committee Checklist
- Nominating Committee — What’s Next?
- Selecting Nominees
- Nominating Committee Report
- PTA Election Checklist
- PTA Election Script with Ballot Voting Instructions
MAKING MOTIONS AND PARLIAMENTARY PROCEDURE
- Sample PTA Agenda with Phrases to Use
- PTA Motion Chart
- 8 Steps to Making a Motion
- Amending a Motion
- PTA Super Reference
- Parliamentary Myths
- Parliamentary Reminder Sheet for PTA Meetings
BYLAWS REVIEW & UPDATE PROCEDURES
Fundraising & Programs
Historian
- WORKSHOP MATERIALS COMING SOON!!
Legislation & Advocacy
Membership
Parliamentarian
NOMINATING COMMITTEE AND ELECTIONS
- Nominating Committee Checklist
- Nominating Committee — What’s Next?
- Selecting Nominees
- Nominating Committee Report
- PTA Election Checklist
- PTA Election Script with Ballot Voting Instructions
MAKING MOTIONS AND PARLIAMENTARY PROCEDURE
- Sample PTA Agenda with Phrases to Use
- PTA Motion Chart
- 8 Steps to Making a Motion
- Amending a Motion
- PTA Super Reference
- Parliamentary Myths
- Parliamentary Reminder Sheet for PTA Meetings
BYLAWS REVIEW & UPDATE PROCEDURES
Reflections
Don’t forget to join us for our General Session! This is an opportunity to meet the incoming Burbank Council PTA executive committee and hear tips about how to lead your PTA in the new school year. Fix a snack and settle in for some fun!
Treasurer
- Workshop Agenda
- Workshop Presentation — Printable for Notetaking
- Workshop Presentation — Slides Only
- Workshop Follow-up FAQs Sheet
- Cash Verification Form with Startup Cash
- Financial Motions for First Association Meeting of the Year
- Sample Proposed Budget
- Third-Party Payment Authorization Form
- Unit Remit Form
- Treasurer’s Checklist
- Warrant Form (Blank)
- Warrant Form (Excel Version)
- Warrant Form (Sample)
Fundraising & Programs
Historian
- WORKSHOP MATERIALS COMING SOON!!
Legislation & Advocacy
Membership
Parliamentarian
NOMINATING COMMITTEE AND ELECTIONS
- Nominating Committee Checklist
- Nominating Committee — What’s Next?
- Selecting Nominees
- Nominating Committee Report
- PTA Election Checklist
- PTA Election Script with Ballot Voting Instructions
MAKING MOTIONS AND PARLIAMENTARY PROCEDURE
- Sample PTA Agenda with Phrases to Use
- PTA Motion Chart
- 8 Steps to Making a Motion
- Amending a Motion
- PTA Super Reference
- Parliamentary Myths
- Parliamentary Reminder Sheet for PTA Meetings
BYLAWS REVIEW & UPDATE PROCEDURES