Importance of the Secretary
Lead the PTA way!
The secretary is a very important position in PTA, and one of only two positions Louisiana law requires to create and maintain incorporation with the Louisiana Secretary of State! You are responsible for keeping accurate records of all unit actions and the history of your PTA. Never say "I'm just a secretary!"
LAPTA Toolkit: Secretary
Scroll through the PDF Viewer or download the entire Secretary Toolkit as a Word File or PDF.
Index for Treasurer Toolkit:
45 Introduction
45 Responsibilities of the Treasurer
46 Treasurer’s Binder
46 MoneyMinder and CheddarUp
47 Principles of PTA Financial Management
48 Budget
49 Banking and E-Commerce Policy
52 Insurance and Bonding
53 Audit Committee and Report
54 Raising Money
54 Articles of Incorporation
54 Federal Taxes
56 State Sales Tax
57 Gifts to Schools
57 Reports
58 Record Keeping & Retention
58 Additional Resources
59 Active Affiliation
59 Retention Plan
60 Inventory Accountability Form
61 Treasurer’s Overview
62 Budget Approval Form
63 Sample Budgets and Comparison Reports
65 Year-End Financial Checklist
66 Deposit Form
67 Expense Form
68 Bylaws and Amendments Approval Form
69 Audit Report Form
70 Audit Procedures and Helpful Hints
71 Audit Worksheet
72 Sample Letter for NSF Check
73 Monetary Donation to a School or District
74 Equipment Purchased by a PTA for Its Use
75 General Donation Agreement
76 Passwords and Accounts Summary
Secretary Training Video & PowerPoint
After watching a course, fill out the Proof of Training Certificate to document your training. Each elected officer needs 4 credits for the Active Affiliation Report. The PowerPoints and PDF notes from the PowerPoint are listed below. See all training videos here.
Zoom Video Coming Soon