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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

Reviews 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

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