This page is dedicated to providing videos, presentations, forms, information, and resources for Burbank Council PTA’s Leadership In-Service Training (LIST).
Scroll down to view the workshop schedule and Zoom meeting links.
Questions? Contact us at LIST@BurbankCouncilPTA.org
SESSION ONE
WORKSHOP MATERIALS AND VIDEO LINKS
President & Executive Vice President
CLICK HERE TO VIEW THE PRESIDENT/EVP WORKSHOP VIDEO **Coming Soon!**
President & EVP Workshop Presentation
Burbank Council PTA Roster 2021 – 2022
CAPTA 2021 Insurance & Loss Prevention Guide
Auditor
CLICK HERE TO VIEW THE AUDITOR WORKSHOP VIDEO **Coming Soon!**
Monthly Five Minute PTA Audit Procedure
Audit Report Sample (Annotated)
MyPTEZ Treasurer’s Report Sample
Corresponding Secretary & Communications
CLICK HERE TO VIEW THE CORRESPONDING SECRETARY & COMMUNICATIONS WORKSHOP VIDEO **Coming Soon!**
Corresponding Secretary & Communications Presentation
Social Media Red, Yellow, Green Advocacy Chart
Communications Content Calendar (Word Doc)
Financial Secretary
CLICK HERE TO VIEW THE FINANCIAL SECRETARY WORKSHOP VIDEO **Coming Soon!**
Financial Secretary Workshop Presentation
Financial Secretary Presentation Slides for Notetaking
Financial Motions for First Association Meeting
How to Enter Receipts in MyPTEZ
Start-up Cash Verification Tracking Form
How to Handle Manual Memberships in TOTEM
Recording Secretary
CLICK HERE TO VIEW THE RECORDING SECRETARY WORKSHOP VIDEO **Coming Soon!**
Recording Secretary Workshop Presentation
Reflections
CLICK HERE TO VIEW THE REFLECTIONS WORKSHOP VIDEO **Coming Soon!**
Reflections Workshop Presentation
National PTA Reflections Resources
California State PTA Reflections Resources
SESSION TWO
WORKSHOP MATERIALS AND ZOOM LINKS
WORKSHOP MATE
Treasurer
CLICK HERE TO VIEW THE TREASURER WORKSHOP VIDEO **Coming Soon!**
Treasurer Workshop Presentation
Treasurer Workshop Presentation Slides for Notetaking
Financial Motions for First Association Meeting
Checkoff List for Treasurers and Presidents
Third Party Payment Authorization Form
How to Enter Receipts in MyPTEZ
How to Handle Manual Memberships in MyPTEZ
How to Handle Manual Memberships in TOTEM
Start-up Cash Verification Tracking Form
Fundraising & Programs
CLICK HERE TO VIEW THE FUNDRAISING & PROGRAMS WORKSHOP VIDEO **Coming Soon!**
Fundraising & Programs Workshop Presentation
Unit Fundraising & Programs Handbook
AIM Vendor Insurance Requirements
PTA Insurance Information (CAPTA.org)
Fundraising Issues for Nonprofits
Raffle FAQs from CA Office of the Attorney General
Providing Documentation to Donors (CAPTA.org)
Sample Donation Receipt (CAPTA.org)
Signing Contracts (CAPTA.org)
Historian
CLICK HERE TO VIEW THE HISTORIAN WORKSHOP VIDEO **Coming Soon!**
Historian Workshop Presentation
Unit Annual Historian Report (PDF)
Unit Annual Historian Report (Fillable)
Legislation & Advocacy
CLICK HERE TO VIEW THE LEGISLATION & ADVOCACY WORKSHOP VIDEO **Coming Soon!**
Legislation & Advocacy Workshop Presentation
Legislation & Advocacy Handbook
Link to Burbank Council PTA Resource Page for Legislation & Advocacy Officers and Chairs
Membership
CLICK HERE TO VIEW THE MEMBERSHIP WORKSHOP VIDEO **Coming Soon!**
Third-Party Payment Authorization Form
California State PTA Membership Perks Flyers
Parliamentarian
CLICK HERE TO VIEW THE PARLIAMENTARIAN WORKSHOP VIDEO **Coming Soon!**
Unit Parliamentarian Year-at-a-Glance
Parliamentarian Job Description
COVID-19 Parliamentary Information
NOMINATING COMMITTEE AND ELECTIONS
Nominating Committee Checklist
Nominating Committee — What’s Next?
Instructions for Conducting Elections
PTA Election Script with Ballot Voting Instructions
MAKING MOTIONS AND PARLIAMENTARY PROCEDURE
Sample PTA Agenda with Phrases to Use
Motion Slip + How to Make and Amend Motions
Parliamentary Reminder Sheet for PTA Meetings
BYLAWS REVIEW & UPDATE PROCEDURES
Unit Bylaws Worksheet (Fillable)
Instructions for Completing Standard Bylaws
First District PTA Bylaws Change Form