Leadership In-Service Training (LIST) May 2021

This page is dedicated to providing videos, presentations, forms, information, and resources for Burbank Council PTA’s Leadership In-Service Training (LIST).

Scroll down to view the workshop schedule and Zoom meeting links.

Questions? Contact us at LIST@BurbankCouncilPTA.org


SESSION ONE

WORKSHOP MATERIALS AND VIDEO LINKS


President & Executive Vice President

CLICK HERE TO VIEW THE PRESIDENT/EVP WORKSHOP VIDEO **Coming Soon!**

President & EVP Workshop Presentation

Unit President Handbook

PTA Resources for Leaders

Burbank Council PTA Roster 2021 – 2022

CAPTA 2021 Insurance & Loss Prevention Guide


Auditor

CLICK HERE TO VIEW THE AUDITOR WORKSHOP VIDEO **Coming Soon!**

Auditor Workshop Presentation

Monthly Five Minute PTA Audit Procedure

Audit Report

Audit Report Sample (Annotated)

Audit Checklist

Audit Recommendations Sample

MyPTEZ Bank Ledger Sample

MyPTEZ Treasurer’s Report Sample


Corresponding Secretary & Communications

CLICK HERE TO VIEW THE CORRESPONDING SECRETARY & COMMUNICATIONS WORKSHOP VIDEO **Coming Soon!**

Corresponding Secretary & Communications Presentation

Photography Release Form

Social Media Red, Yellow, Green Advocacy Chart

Communications Content Calendar (Word Doc)


Financial Secretary

CLICK HERE TO VIEW THE FINANCIAL SECRETARY WORKSHOP VIDEO **Coming Soon!**

Financial Secretary Workshop Presentation

Financial Secretary Presentation Slides for Notetaking

Financial Motions for First Association Meeting

How to Enter Receipts in MyPTEZ

How to Handle Start-up Cash

Start-up Cash Verification Tracking Form

How to Handle Manual Memberships in TOTEM


Recording Secretary

CLICK HERE TO VIEW THE RECORDING SECRETARY WORKSHOP VIDEO **Coming Soon!**

Recording Secretary Workshop Presentation

Recording Secretary Handbook



Reflections

CLICK HERE TO VIEW THE REFLECTIONS WORKSHOP VIDEO **Coming Soon!**

Reflections Workshop Presentation

National PTA Reflections Resources

California State PTA Reflections Resources

SESSION TWO

WORKSHOP MATERIALS AND ZOOM LINKS

WORKSHOP MATE

Treasurer

CLICK HERE TO VIEW THE TREASURER WORKSHOP VIDEO **Coming Soon!**

Treasurer Workshop Presentation

Treasurer Workshop Presentation Slides for Notetaking

Financial Motions for First Association Meeting

Checkoff List for Treasurers and Presidents

Third Party Payment Authorization Form

Warrant Form (Sample)

Warrant Form (Customizable)

How to Enter Receipts in MyPTEZ

How to Handle Manual Memberships in MyPTEZ

How to Handle Manual Memberships in TOTEM

How to Handle Start-up Cash

Start-up Cash Verification Tracking Form


Fundraising & Programs

CLICK HERE TO VIEW THE FUNDRAISING & PROGRAMS WORKSHOP VIDEO **Coming Soon!**

Fundraising & Programs Workshop Presentation

Unit Fundraising & Programs Handbook

AIM Insurance Guide

AIM Vendor Insurance Requirements

PTA Insurance Information (CAPTA.org)

Fundraising Issues for Nonprofits

Raffle FAQs from CA Office of the Attorney General

Event Planning Worksheet

Committee Report Template

Providing Documentation to Donors (CAPTA.org)

Sample Donation Receipt (CAPTA.org)

Signing Contracts (CAPTA.org)


Historian

CLICK HERE TO VIEW THE HISTORIAN WORKSHOP VIDEO **Coming Soon!**

Historian Workshop Presentation

Unit Annual Historian Report (PDF)

Unit Annual Historian Report (Fillable)


Legislation & Advocacy

CLICK HERE TO VIEW THE LEGISLATION & ADVOCACY WORKSHOP VIDEO **Coming Soon!**

Legislation & Advocacy Workshop Presentation

Legislation & Advocacy Handbook

Link to Burbank Council PTA Resource Page for Legislation & Advocacy Officers and Chairs


Membership

CLICK HERE TO VIEW THE MEMBERSHIP WORKSHOP VIDEO **Coming Soon!**

Membership Workshop Agenda

Third-Party Payment Authorization Form

Unit Membership Report

California State PTA Membership Perks Flyers


Parliamentarian

CLICK HERE TO VIEW THE PARLIAMENTARIAN WORKSHOP VIDEO **Coming Soon!**

Parliamentarian Presentation

Unit Parliamentarian Year-at-a-Glance

Parliamentarian Job Description

COVID-19 Parliamentary Information

NOMINATING COMMITTEE AND ELECTIONS

Nominating Committee Checklist

Nominating Committee — What’s Next?

Selecting Nominees

Nominating Committee Report

Instructions for Conducting Elections

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

Motion Slip + How to Make and Amend Motions

PTA Super Reference

Parliamentary Myths

Parliamentary Reminder Sheet for PTA Meetings

BYLAWS REVIEW & UPDATE PROCEDURES

All About Bylaws

eBylaws Presentation

Unit Bylaws Worksheet (PDF)

Unit Bylaws Worksheet (Fillable)

Bylaws Review Flow Chart

Instructions for Completing Standard Bylaws

First District PTA Bylaws Change Form