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Finance for All Officers - Why?
The IRS says that ALL officers have a fiduciary responsibility when they are on the board of any nonprofit (including the PTA).
What does this mean? "I didn't know, I wasn't the treasurer" is not considered an acceptable response.
It means all officers need to understand the financial process and if something is unclear, ask questions.
Helping to ensure the continuity of the PTA from year to year is helped by having all officers understand parliamentary basics and bylaws too.
Please plan to have officer(s) from your unit attend one or both of these workshops: Finance for all Officers and Parliamentarian Basics
Monday, October 30
6:30 pm - 8:00 pm
Santa Clara Unified School District
Santa Clara, 95051
Use rear parking lot entrance on St Lawrence Dr.
Finance for all Officers
- Managing the PTA's finances is not just the treasurer's job. Discover how all board members fit into the finance picture. Attendees will understand the importance of complying with federal government standards needed to protect the assets of the PTA.
Parliamentarian Basics
- We will discuss the role and duties of the parliamentarian. We will also review unit bylaws. Learn what is in your bylaws and why. Knowing what's in your bylaws can make you a better officer and PTA member. Make your PTA life easier - Get the most out of your bylaws!
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Tax Help Day
Monday, October 30 & Tuesday, November 7
6:00 pm - 8:30 pm
Santa Clara Unified School District
Santa Clara, 95051
Use rear parking lot entrance on St Lawrence Dr.
Last appointment at 8:00 pm
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Ever Have Problems Accessing Your e-Bylaws Account Online?
Many people are having issues with the e-bylaws site; they only see a blank screen with no login box. E-Bylaws is dependent on an Adobe Flash plug-in; and many times the issue is with the Adobe Flash plug-in.
Here are some tips to help you log on:
E-Bylaws - Trouble Shooting:
- Confirm that you are running the most current version of Flash.
- Try different browsers and for Mac users, Safari doesn't seem to work well - try Chrome.
- E-Bylaws seem to work best when you close all other browser windows and have only one open for e-Bylaws. Also, works better when you go directly to the e-Bylaws online system after starting your computer. www.ebylaws.capta.org
- Keep only one browser window open for e-Bylaws and close all other windows.
- Make sure the Adobe Flash plug-in has not been blocked on your computer.
- Go to your browser's settings, for Chrome, it was in Advanced settings: Content Settings: Flash: Add "ebylaws.capta.org" to the list of "Allow Sites to run Flash".
- Other browsers "Show Advanced Settings" at the bottom of the page and under Privacy select the "Content Settings" button. In this box find the "Flash" section and check the box to "Allow sites to run Flash" add "ebylaws.capta.org" and then Done.
Questions, please contact Linda Pfeifer, Sixth District Parliamentarian.
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Saturday Community Symposium:
Creating Partnerships to Lead Beyond Limits
Saturday, November 4
8:00 am - 12:00 pm
San Jose Convention Center
FREE
Open to parents, students, teachers, school boards and administrators
ACSA (Association of CA School Administrators)
This Symposium features a morning of workshop offerings and a keynote presentation by Jose Antonio Vargas.
Workshops include:
8:30 am
- Beyond Back-to-School Night
- How Big Data Can Improve Educational & Well-Being Outcomes for Children in Silicon Valley
- MTSS: Supporting Students & Families Beyond the School Day
- Making a Makerspace
- STARS - The Key to Success for PBIS
9:45 am
- Building Limitless Instructional Capacity: A Model from AESD
- Building Partnerships with Colleges to Promote College Access for First Generation College Bound students
- Facing Leadership Limitations at the School Level with Next Level Equity Moves
- How (and Why!) to Bring "Family Code Night" to Your School(s)
- I Can Change My Mind: Moving Past Limiting Beliefs
11:00 am - 12:00 am
- Closing General Session: Keynote Speaker Jose Antonio Vargas
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Questions to Ask During the Parent-Teacher Conference
- What subject does my student like most? Least?
- What can I do to help my student with subjects he finds difficult?
- How can I help my student study? Prepare for class? Improve his work? A good time to ask these questions is when the teacher gives you samples of your son's or daughter's work.
- Is my student trying as hard as he/she can?
- Does my student participate in class discussions and activities?
- Is my student in different classes or groups for different subjects? Which ones? How are the groups determined?
- How well does my student get along with others?
- Has my student missed classes?
- Have you noticed changes in the way my student acts? For example, have you noticed squinting, tiredness, or moodiness that might be a sign of physical or other problems?
- How are you measuring my student's progress? Through tests? Portfolios? Class participation? Projects?
- What kinds of tests do you give? What do the tests show about my student's progress? How does my student handle taking tests?
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Training Opportunities
For All Exec Board Members, Auditors & Parliamentarians
All classes will be held at:
Santa Clara Unified School District
Santa Clara, 95051
Use rear parking lot entrance on St Lawrence Dr.
Tuesday, November 7
6:30 pm - 8:00 pm
How to Audit PTA Books
- Don't wait until the end of the year to prepare for the audit. Get simple strategies and tips for making audits a piece of cake! Learn how to plan, conduct and report the outcome of your PTA audit. Reassure your members their resources are being managed in a businesslike manner which complies with all regulations. This workshop is not just for auditors; any officer, especially the president, treasurer and secretary, would benefit from understanding what is required to pass a PTA audit.
Parliamentarian: Nominations & Elections
- The Parliamentarian begins the annual process for nominations and elections; we'll discuss the timeline, what's in your bylaws of who is involved, how to elect the Nominating Committee, how PTA elections happen, and finally discuss meeting procedures using Robert's Rules of Order for parliamentary procedure.
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Due Date Reminder - October 15 - Now Past Due
Thank you to the many PTAs/PTSAs that have already submitted the following:
- 2016-17 Annual Financial Report (July 1 2016 - June 30 2017) - Sample
- 2017-18 Budget (July 1, 2017 - June 30, 2018) - Sample
- Insurance Premium ($228 for units)
- Out-of-Council Administration Fee ($50 - Out-of-Council units only)
- Tax Returns: 990n/990EZ/990; 199n/199; and RRF-1. Please send a signed copy of the 990EZ/990, 199, and RRF-1.
And for those of you who have not yet turned them in:
- Units in councils - please send to your council by their deadline.
Sixth District PTA
1290 Ridder Park Drive, M/C 214
San Jose, CA 95131
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PTA Calendar of Essential Requirements
October 2017 -
- Insurance Premium - $228 for units
- Thank your September Volunteers
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Previous Issues
Oct 18 - How to Help the Communities Effected by Fire (and Hurricanes)
- Questions to Ask During the Parent Teacher Conference
- E-Membership Cards are Available
- Training Opportunities: Finance for All, Parliamentarian, Auditor
- School Funding: Is Bad Good Enough
- Tax Help Day - Oct 30 and Nov 7
- Due Date Reminder - October 15
- Legislative Round Table - Save the Date
- October is Dyslexia Awareness Month
Oct 4 - Explaining the News to Our Kids
- A Meeting Activity to Engage Your Parents
- Parent Education - Screenagers Documentary on Social Media
- FYI - Simply Shared
- Community Concerns - Homeless Students
- Three Contests for High School Students
Sept 27 - Learn and Gain with Ed100
- Emergency Notification System
- Banned Books Week
- How to Win $1000 for Your School
- FYI - Simply Shared
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Feel free to forward this e-newsletter to any and all PTA officers, members and other interested persons, and encourage them to
join our mailing list.
As always, you are encouraged to send us your suggestions for articles and additional information you would find useful. Thanks!
Questions? Comments? Contact
News You Can Use and News Flash e-newsletters
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