Presidents Webinar Series 2018-2019 Episode Three: Tools and Networking for PTA Leaders and Leaders-in-Training

Welcome Sibyl Collins Wilson President, Michigan PTA Past Unit President (2 units) Past Unit VP Past Membership Chair

Goals of this Webinar Update and Clarification on processes Discussion of roles and responsibilities Questions and Answers Networking

Update and Clarification on Processes Old Way of Operating Current Way of Operating Staff and Office dedicated to Michigan PTA Physical office space Documents stored at office Members drove or mailed items to office Staff did not verify documents Company used to answer phones and take messages Post office box Paperless operations Members upload items to MemberHub Volunteers will verify documents

Where to find information Old Way of Operating Current Way of Operating Pay unit dues through Michigan PTA website Register for events through Michigan PTA website Email, fax, or mail rosters for staff to input Call office for copies of documents Pay unit dues through MemberHub store Register for events though Eventbrite (free events) or MemberHub store (paid events) Upload members to MemberHub Create folder in MemberHub to store documents

Where to find information (continued) Old Way of Operating Current Way of Operating Attend Summer Leadership Academy, Regional Training, and Annual Convention Back to School Kit mailed from National PTA Unit packets mailed from Michigan PTA Membership cards mailed to units Take basic classes online and attend in-person trainings, webinars, and Convention Local Leader Kit live online year- round at ptakit.org Communication via social media, email, and websites Membership cards in MemberHub

Where to find information (continued) Old Way of Operating Current Way of Operating Units created unique membership options that often did not follow the one member, one vote, one membership model Council leaders had reports that provided some metrics MemberHub reminds officers of the membership structure Council leaders will have reports with better detail and information

Leadership Goals Learn as much as you can about your role as well as those of the officers you support Read and take classes for your current role and the role(s) you want to pursue Attend as many training sessions as you can Keep notes and journals of experiences Pass on information to your successor in a timely manner Give everyone a shot to succeed

Standards of Affiliation Unit Renewal Dues: $40 Updated Officer Contact Information Current Approved Budget Audit of Previous Year Copy of submitted 990 or rejection* Names and Dues of Members Current Bylaws submitted every three years Insurance Due by December 1st each year *if rejected, follow up with IRS as to why 990 was not accepted

Suggested SOA Timeline Item for SOA Recommendation Unit Dues Audit Budget Bylaws Submit through MemberHub by June 1st Submit as soon as fiscal year ends, usually by July/August Submit as soon as members approve Submit as soon as members approve but no later than every 3 years

Suggested SOA Timeline (continued) Item for SOA Recommendation Officers Member names and dues Update officers as soon as they are elected. Once the new fiscal year begins, emails will not go to the previous year’s officers. Submit members through MemberHub as soon as you get them. Membership is due in MemberHub by the 28th of every month.

Suggested SOA Timeline (continued) Item for SOA Recommendation Insurance 990 Submit insurance certificate as soon as it is received. This will be available in MemberHub next year. Submit 990 five months and 15 days after the close of the unit’s fiscal year—November 15th for most units.

Different type of “year” Calendar year: January 1-December 31 Fiscal year: typically July 1-June 30 Membership year: October 1-September 30 School funding year: October 1-September 30

Resources Michigan PTA Office: 734-975-9500 Michigan PTA Website: www.michiganpta.org National PTA Website: pta.org MemberHub: www.memberhub.com Webinars: www.freeconferencecall.com Michigan PTA emails and advocacy alerts Michigan PTA Facebook page National PTA Facebook page Michigan PTA Local Leaders Handbook (January) National PTA Local Leader Kit National PTA DIY Membership Kit ptakit.org