12th District PTA The Poinsettia May 2015 th “The mission of the Board of Managers of the 12 District PTA is to serve, train, strengthen and empower its councils and units.” Inside this issue: Click the title to jump to the article TREASURER’S MOMENT............... 1 LEADERSHIP CONFERENCE……. 1 AUDITORS…………………………… 2 HAPPY BIRTHDAY!........................ 2 COMMUNICATIONS…………….… 3 Officer Contact Updates Twitter Facebook Website TREASURER’S MOMENT... Treasurer Training: By the time you read this, the CAPTA Convention will be over. Did you get to go and attend treasurer training classes? Do you remember everything you learned there? Do you now have more questions? OR, did you miss Convention? Fear not as we will be hosting our annual 12th District PTA th Leadership Conference on June 6 . We will be going over treasurer basics for those of you who are new to the job. For those of you who are veteran treasurers, we will be available to answer questions that may have arisen during your last term of office. Year-End Audit: Are you getting your books in order for the Year-End Audit at the end of June? Will they be in order when you pass them on to the incoming treasurer? If it was you who was receiving the books, what would you like them to include? Make sure what your passing on is what you would've liked to receive. If you have any financial questions or concerns, please do not hesitate to contact me. As always, thank you for all you do for the kids in Ventura County. th Vicki Leung, 12 District PTA Treasurer [email protected] Are you a PTA Leader? Then you need Leadership Conference! You wouldn’t let an untrained person coach your soccer team. You wouldn’t let an untrained person teach your child to dance. How can your PTA work without trained leaders? All board members should be encouraged to attend. Even PTA veterans can use training because rules change and there is always something new to learn! Cost: $20.00 per person for the 1st three people. Bring more than three and the additional people go down to $15.00 each. Breakfast and Lunch included! Click Here for class details and to register. May 2015 12thdistrictpta.org Page 1 The Poinsettia May 2015 AUDITORS... Year-End Audits As the year is coming to an end, make sure to be in contact with your treasurer in order to get the information you need to complete the year-end audit. The year-end audit period is from January 1, 2015, to June 30, 2015. Upon completion, please forward your year-end audits to your council auditor. Questions? Please feel free to contact me at the email address below. Carla Lowe, 12th District PTA Auditor [email protected] Happy Birthday 12th District PTA Units! May Birthdays 1-10 Years Unit 41-50 Years Date Age Unit Date Age Las Posas May 31 4 years Atherwood May 22 43 years Santa Paula High May 28 7 years Thousand Oaks High May 15 48 years 11-20 Years 51-60 Years Unit Date Age Unit Date Age Sycamore Canyon May 9 14 years Balboa Middle May 16 53 years Flory Academy May 13 16 years Julien Hathaway May 16 53 years Tierra Linda May 11 21 years Vista May 31 53 years 21-30 Years May 2015 Unit Date Age Santa Rosa Tech. May 14 25 years Dos Caminos May 7 28 years 12thdistrictpta.org Page 2 The Poinsettia May 2015 COMMUNICATIONS... UPDATE YOUR OFFICER CONTACT INFO NOW! Unit Presidents - It's time to update the contact information for your incoming officers. As your term of office is coming to an end, it is time to provide the contact information for your incoming PTA President and board for the 2015-16 membership year. This is a task for the outgoing president. The incoming officer cannot enter their contact information. If your unit is a subscriber to the PTAEZ finance module, you have likely logged into the system on occasion and are familiar with how to enter information. We suggest you read through the directions below, as we have made some changes to the system – especially to the levels of access and how the finance side differs from the officer contact side. If you do not remember your login, please contact PTAEZ directly for help in resetting your access by dialing (877) 944-7798 and selecting option #1. If your unit only uses the Online Officer Contact, a login for the unit president whose email address was provided in the Online Officer Contact has been created so that you can access the website. Using the Online Officer Contact system through PTAEZ is free. USER NAME: The email address In the Online Office Contact PASSWORD: 1000 Please note that this password will expire on July 1, 2015 and you will need to contact your council or district for assistance in getting new information entered after that date. Click the link below for directions on how to add your new officers. INSTRUCTIONS FOR ADDING A NEW PRESIDENT If you still have questions after reading these instructions, please contact Michelle Dearman, Vice President for Communications, th 12 District PTA, at [email protected]. Follow the 12th District PTA on Twitter @dp12ca! 12th District PTA Private Facebook Page! Want some ideas for membership campaigns or new programs? Then join our brand new Facebook page! th This private page is open only to leaders who work with schools in the 12 District PTA. th It is a sharing place and a perfect resource for 12 District PTA. Click the link below and ask to join. 12TH DISTRICT PTA FACEBOOK A Great Resource for Your Boards: 12THDISTRICTPTA.ORG Membership HSA Convention Scholarships & Grants Highlights th Michelle Dearman, 12 District PTA Vice President of Communications [email protected] May 2015 12thdistrictpta.org Page 3
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