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.

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 midday (12 noon) 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, January 28th
Time: 12:00PM (noon)
Location: Online via Zoom

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

​Join us for a special Monday Night Roundtable focusing on Reflections!

​This roundtable is designed to support our local PTA/PTSA leaders as with any questions they may have about the Reflections Program. 

Date: Monday, October 26th
Time: 7:00PM
Location: Online via Zoom

Join Zoom Meeting
https://zoom.us/j/99257796923
Meeting ID: 992 5779 6923
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.
​Offered two times a month—once in the evening (7pm) and once at midday (noon)— this series of roundtable events is designed to support our local PTA/PTSA leaders as we navigate membership, programs and managing our organizations in an uncertain and ever-changing landscape.
Each roundtable event will feature a focus topic, but it is an open discussion and there is always opportunity to ask questions and tackle emerging or ongoing areas of interest or concern.

​You may choose to attend the topics or times that work best for you, or attend them all!
We hope to see you there!!!
If you have questions or suggested topics you would like to see addressed in the discussion, please email Council PTSA President, Robin Zaback.

*Topic was changed/updated as of 11/25/2020 to better meet the needs of our PTA Leaders & Community.