Council is hosting two (2) Roundtables focusing on Reflections!

​Join us for one or both of these roundtables which are designed to support our local PTA/PTSA leaders with any questions they may have about the 2021-2022 Reflections Program. 

​Join us for ‘Northshore PTAs Connect’ – an online roundtable discussion for PTA/PTSA leaders to ask questions, share ideas, and connect with one another.

This evening (7pm) roundtable will feature a focused discussion on the topic of PTA Success. Local leaders will have the opportunity to ask questions and get support to make sure their PTA/PTSA is in good standing and on track to meet upcoming deadlines and SOA requirements. While there may be a focus topic, Northshore PTAs Connect Roundtables are an open discussion and there is always opportunity to ask questions and tackle emerging or ongoing areas of interest or concern.

Date: Thursday, October 14th
Time: 7:00PM 
Location: Online via Zoom

Join Zoom Meeting
https://us06web.zoom.us/j/81122278122
Meeting ID: 811 2227 8122
Passcode: Available upon request

Questions? Contact Council!

As you begin to coordinate your 2021-2022 membership plans, think about the reasons why families and staff should join.

• What makes your PTA unique? 
• What support do you provide for students, families, and staff?
• What enrichment programs do you offer your school and community?

These things can be anything from communications to staff grants and everything in between. Highlighting these things anytime you promote joining your PTA/PTSA will encourage more members to join.

This year it's more important than ever to kick off your campaign and start entering those memberships because Washington State PTA has a **new** requirement. This year, in order to remain in good standing, your PTA/PTSA must have at LEAST 25 members entered into memberplanet by October 31, 2021 AND must enter any memberships received into memberplanet no more than 30 days after someone joins. Why is it important to remain in good standing? If you want to attend convention, send in reflections submissions, apply for awards, or apply for grants you must be in good standing. (Click here for all SOA requirements.)

One way to increase your membership this year is to make sure it is EASY to join online. We have compiled a list of all our local PTAs/PTSAs with a link directly to your site to join online, so make sure your links are up to date. This makes each PTA/PTSA more accessible to members of our community, school board, and even district admin who might be looking to join. 

Please know you can contact us anytime with questions or to help you brainstorm ideas for your membership campaign.

Reminder: Council will be hosting a Northshore PTAs Connect Roundtable this Thursday, August 26th @ 7PM. This Roundtable will focus on membership. Membership is everyone's job, so all officers are welcome to join!

Additionally, please email your membership chair name(s) and contact information to us ASAP so they can be added to all communications about membership. 
 
Melissa Kline and Hanisha Bakshani
Northshore Council PTSA Membership Chairs
membership@northshorecouncilptsa.org

Join us for ‘Northshore PTAs Connect’ – an online roundtable discussion for PTA/PTSA leaders to ask questions, share ideas, and connect with one another.

​Northshore PTAs Connect Roundtables are designed to support our local PTA/PTSA leaders as we navigate membership, programs, and managing our organizations in an uncertain and ever-changing landscape.

This evening (7pm) roundtable will feature a focused discussion on the topic of Membership. Local leaders will have the opportunity to ask questions and brainstorm ideas as PTAs begin their 2021-2022 Membership Campaigns. While the focus will be on membership, Northshore PTAs Connect Roundtables are an open discussion and there is always opportunity to ask questions and tackle emerging or ongoing areas of interest or concern.

Date: Thursday, August 26th
Time: 7:00PM 
Location: Online via Zoom

Join Zoom Meeting
https://zoom.us/j/95115031258
Meeting ID: 951 1503 1258
Passcode: *Available upon request

Questions? Contact Council's Membership Co-Chairs, Hanisha Bakshani & Melissa Kline

This summer, Council will be holding Office Hours on Tuesday, July 13th from 12:00PM (noon) to 1:00PM. This is the perfect time to connect with Council, ask questions about the upcoming year, or even just stop in to say hello!

This time is designed to support our local PTA/PTSA leaders as you begin to navigate membership, programs, and managing your organization for the upcoming year. We hope you will join us!

Join Zoom Meeting
https://zoom.us/j/94955562974

Meeting ID: 949 5556 2974
Passcode: *available upon request*

If you have questions and need to connect with Council prior to this, please visit our Contact Page for a list Council Officers and their emails.

Join us for ‘Northshore PTAs Connect’ – an online roundtable discussion for PTA/PTSA leaders to ask questions, share ideas, and connect with one another.

​Northshore PTAs Connect Roundtables are designed to support our local PTA/PTSA leaders as we navigate membership, programs, and managing our organizations in an uncertain and ever-changing landscape.

This noon (12pm) roundtable will feature a focused discussion on the topic of F.A.C.E. (Family and Community Engagement) and DEI (Diversity, Equity, and Inclusion). Local leaders will have the opportunity to discuss what they learned and ask questions following the F.A.C.E. and DEI offerings at the upcoming WSPTA Convention (May 18-23, 2021). Local leaders are welcome to attend the Roundtable discussion even if they did not attend the WSPTA Convention. 

Date: Thursday, May 27th
Time: 12:00PM 
Location: Online via Zoom

Join Zoom Meeting
https://zoom.us/j/97945642459
Meeting ID: 979 4564 2459
Passcode: *Available upon request

For more information or to register for the Washington State PTA Annual Convention, visit https://www.wastatepta.org/convention/. Registration ends May 3rd, 2021.
To view the schedule of F.A.C.E. and DEI trainings, workshops, and roundtables being offered during this year's convention, visit https://docs.google.com/document/d/1fvFXzlRE2-J4Aqdzrv2PrBaqi-tGd2nGD1dtFmdhjSo/edit?usp=sharing.

Questions? Contact Council's Family Engagement Chair, Lauren Lewis.

Join us for ‘Northshore PTAs Connect’ – an online roundtable discussion for PTA/PTSA leaders to ask questions, share ideas, and connect with one another.

​Northshore PTAs Connect Roundtables are designed to support our local PTA/PTSA leaders as we navigate membership, programs, and managing our organizations in an uncertain and ever-changing landscape.

This noon (12pm) roundtable will be an open discussion in order to give our Local Leaders the opportunity to ask questions and tackle emerging or ongoing areas of interest or concern.

Date: Thursday, April 22nd
Time: 12:00PM 
Location: Online via Zoom

Join Zoom Meeting
https://zoom.us/j/97945642459
Meeting ID: 979 4564 2459
Passcode: *Available upon request

Join us for ‘Northshore PTAs Connect’ – an online roundtable discussion for PTA/PTSA leaders to ask questions, share ideas, and connect with one another.

​Northshore PTAs Connect Roundtables are designed to support our local PTA/PTSA leaders as we navigate membership, programs, and managing our organizations in an uncertain and ever-changing landscape.

This noon (12pm) roundtable will be an open discussion in order to give our Local Leaders the opportunity to ask questions and tackle emerging or ongoing areas of interest or concern.

Date: Thursday, March 25th
Time: 12:00PM 
Location: Online via Zoom

Join Zoom Meeting
https://zoom.us/j/97945642459
Meeting ID: 979 4564 2459
Passcode: *Available upon request

Join us for ‘Northshore PTAs Connect’ – an online roundtable discussion for PTA/PTSA leaders to ask questions, share ideas, and connect with one another.

​Northshore PTAs Connect Roundtables are designed to support our local PTA/PTSA leaders as we navigate membership, programs, and managing our organizations in an uncertain and ever-changing landscape.

This evening (7pm) roundtable will be an open discussion in order to give our Local Leaders the opportunity to ask questions and tackle emerging or ongoing areas of interest or concern as we head into the 2nd half of the 20-21 school year.

Date: Thursday, February 25th
Time: 7:00PM 
Location: Online via Zoom

Join Zoom Meeting
https://zoom.us/j/97945642459
Meeting ID: 979 4564 2459
Passcode: *Available upon request

TREASURERS
You want to make sure you are continuing to maintain your physical binder, while putting together a digital binder that allows you to share it with your review committee. There are many different ways to create a digital binder, depending on your skill set. A super simple way is to use a program like Google Drive, Drop Box, or One Drive to create folders to store your digital documents. Below are steps you can take to create a simple and easy to use online binder:

1. ​Choose your online program. It should be simple to upload files to and you should be able to easily share it with the financial review committee.
2. Create a folder specifically for your financial review. You may already be keeping digital files, but keep in mind that the best way to keep files for you to find, may not be the best way for your review team to locate those files.
3. Set up folders for each section. There is a Financial Review Checklist found on the WA State PTA website. Section 4 will not need a folder as that is for the review committees comments and signatures.
4. Fill each section’s folder with digital copies of these documents. Each section has a list of documents needed to answer questions in that section. To make it easier for your committee to locate documents, if an item is needed for more than one section, put a copy of that document in both sections. To help organize each section folder, create folders within the folder to group items together. For instance, create a folder for each month where you can put your expenses and deposits for that month.
5. Clearly label all digital documents. Keep in mind, what will the review committee be looking for when naming it. In section 2, they ask for minutes where specific things were done (budget approval, elections, etc…) consider labeling those minutes with that title (Budget Approval Minutes). When labeling expenses, consider using the check number (7623 Reimburse Chambers), this puts your expenses in number order.
6. Go through the review questions. Once you have all your documents uploaded to your financial review folder, walk through answering each question and make sure you have all the needed documents. 

Following these steps will help you to feel confident when handing over your books to be reviewed. Before you hand over your binder, make sure you remove anything you store in it that shouldn’t be shared such as passwords. When it is time for the review, give the entire team access to your digital files. Also, if it is at all possible, give at least one person on your review team viewing access to your financial software.

FINANCIAL REVIEW COMMITTEE

Setting Yourself up for Success:

• Each committee member should have a copy of the Financial Review Checklist to follow along. One person should be in charge of note-taking. You will want to make notes on a draft and then sign the final draft to submit to the board.
• While working remotely, it’s helpful for each team member to take ownership of one section of documents: Meeting Minutes, Standing Rules, any additional Policies (such as money handling, password updates, etc.), Bank Statements, Reconciliation Reports, Treasurer’s Reports, Expenses Reports, Deposit Reports, Grant Documents, Budget, etc.

Quick Tips:

• As you work through the checklist, make note of any exceptions in the comments. If you are unable to answer a question based on what you have in hand, make a note of this and move on to the next question.
• The final page will require signatures from all parties of the Financial Review Committee as well as any feedback and recommendations for the board of directors to take under advisement. This is also a great place to provide positive feedback, too!

​
Financial Review Questions:
For notes on what documents to reference for each individual question check out this helpful document below. Click here to print the PDF of this document.