Officers Resource
President
Oversees and coordinates the work of an executive board to run a PTA effectively
Presides at PTA board and association meetings
Serves as the official contact, communicator and representative of a PTA
Designated as an authorized signer for PTA checks, contracts and authorizations for payment
Serves as ex-officio member of all committees except the nominating committee
Works with other PTA leaders to connect families, school and community to support student success
Recording Secretary
Takes minutes at board and association meetings
Co-signs formal papers with president: authorizations for payment, resolutions and formal letters
Handles PTA correspondence as directed by the president
Maintains and preserves PTA records and important documents to pass on at the end of the term
Treasurer
Maintains permanent records to track unit funds and financial transactions
Chairs budget committee and prepares annual budget for adoption by the association
Pays all PTA bills as authorized by board or association
Prepares reports for every board and association meeting and an annual financial report
Ensures taxes and reports required by PTA bylaws, insurance or federal and state governments are completed and submitted by the due dates
Financial Secretary
Works closely with the treasurer and other financial officers in handling PTA funds
Keeps a record of all PTA funds collected, deposited and disbursed
Prepares monthly and annual financial reports
Financial Reviewer
Reviewss the books and financial records of a PTA to determine their accuracy
Presents written reports on financial reviews to the board and the association for adoption
Forwards copies of adopted financial reviews to council/district PTA as indicated in unit bylaws
Historian
Captures, assembles and preserves record of activities and achievements of a PTA
Collects volunteer hours for PTA meetings and events
Completes and submits the PTA Unit-Annual Historian Report to council/district PTA
Displays or presents brief overview of PTA year at meeting near the end of the school year
Parliamentarian
Assists the president to manage meetings and advises on parliamentary procedure
Chairs Bylaws committee to review unit Bylaws each year and revise unit Bylaws at least every five years
Arranges nominating committee’s first meeting, providing information on nomination and election process
Executive Vice President
Works as the primary aide to the president
Helps lead a PTA towards specific goals consistent with PTA purposes and policies
Performs president’s duties in his or her absence
Carries out other duties outlined in unit bylaws and standing rules or as assigned