Required Officers

Update the officer list, including contact information, via Memberhub
Obtain the files and procedure book from previous president.
Set a calendar - Mark all known dates as soon as possible.
Appoint committee chairs and a parliamentarian in accordance with the PTA By-Laws.
Meet with the principal to discuss school plans for the year and keep him/her informed of PTA activities throughout the year.
Schedule a board meeting/orientation to organize the PTA for the coming year.
Work with all committees to develop plans of work.
Work with the treasurer to ensure that the unit’s 990 has been filed.
Perform other duties as provided by in your local PTA By-Laws.

Treasurer

Please contact our state office if you need any advice concerning being a local unit or council treasurer.

Responsibilities:

Keep the records of the national/state portion of membership dues separate from the records of the general funds of the local PTA.
Remit dues and a membership list to Alabama PTA promptly after collection.
Have custody of the funds of the PTA and maintain a full account of those funds.
Make disbursements as authorized by the president, board of directors, or the PTA in accordance with the budget adopted by the PTA.
Have checks signed by two authorized signers. (Authorized includes those officers on the bank account)
Keep accurate account of receipts and disbursements in books that belong to the PTA.
Prepare and present written financial reports to the board of directors and the general membership meetings.
Present a written annual report of the financial condition of the organization.
Submit the books annually for an audit; report findings of the audit to the board of directors.
Perform other duties as provided by in the By-Laws.
Ensure annual 990 is filed to the IRS.

Secretary

The secretary is responsible for keeping accurate records of proceedings of the local PTA.

Responsibilities:

Maintain an accurate list of memberships as received from the membership chair.
Record all business transacted at each general meeting, board meeting, and executive committee meeting and present the minutes for approval at the next meeting.
Have for reference at each meeting: bylaws; agenda; minutes of previous meetings, including treasurer’s reports; list of committees with members’ names; and list of PTA members.
Prepare in advance of each meeting an agenda, if requested by the president.
Call meeting to order in the absence of the president or vice presidents, unless bylaws specify otherwise, preside until a chair pro-tempore is elected. Count a rising vote when requested by the presiding officer.
Act as custodian of all records, except those specifically assigned to others, and promptly deliver all records to successor.
Conduct the correspondence of the association.
Notify officers, committee members, and delegates of their election.
Send notices of board and general meetings.

Secretary Resources

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