Resources

National PTA Home Page 

National PTA Mission

New York State PTA Home Page

NYSPTA Mission/Vision

NYSPTA Resource Guide

Training Materials and Webinars

Northeast Region PTA Home Page

Northeast Region PTA Facebook Page

Officer Transitions

Officer Transitions information from NYSPTA website

Webinar: Passing the Baton: A Smooth and Necessary Transition (2025)

All Officers

National PTA Local Leader Kit: Get Organized (also includes information by role)

NYSPTA Resource Guide sections:

PTA Basics

PTA Board (includes descriptions of each officer's role)

Northeast Region PTA: Office/Unit Guidance

NYSPTA Webinars:

30 Point Checklist to Get Your PTA Off to a Good Start (2023)

Givebacks Help Session (2025)

See also Webinars: "Running your PTA" tab in "Webinar Categories" section

Presidents

National PTA Local Leader Kit

NYSPTA Resource Guide:

Presidents' Guide section 

Become familiar with all sections 

Vice Presidents

NYSPTA Webinar: The Very Important Role of our Officers, Vice Presidents

Presidents' Guide section of NYSPTA Resource Guide - and become familiar with all sections 

Treasurers

 Finance 101 in National PTA Local Leader Kit

Treasurer Information section of NYSPTA website

Treasurer FAQs from NYSPTA website

Givebacks Tutorial: How to Pay State Dues

From NYSPTA Resource Guide:

Resource Guide Section 05-A-Finance 

Record Retention Schedule

Audit Report Sample; Audit Worksheet fillable form; Audit Report fillable form

Instructions to request copy of Sales Tax Exemption Certificate

Resource Guide Section 05-B Insurance (REVISED July 2024)

AIM Insurance Webinar (April 2023)   Click Here for Powerpoint

Addendum – NYS PTA on Charitable Gaming (March 2021) – Spanish Version

Addendum – Unit Guidance on Cash Payment Apps (NEW January 2022)

Addendum – Grade Level Guidance (NEW March 2022) 

Information about File990.org  from NYSPTA website

File990.org

Secretaries

Bylaws and Procedures section of NYSPTA website

Record Retention Schedule

Reflections

2025-2026 Theme: I Belong!

National PTA: Reflections site 

New York State PTA:  

Reflections site- includes 5 Steps to Start Your Reflections Program

Webinar: 9/13/2023- Running Your Reflections Program

Membership

National PTA Local Leader Kit: Membership resources

New York State PTA: 

Membership section of website

Resource Guide Section 06 - Membership

Webinars: See "Membership" tab in "Webinar Categories" section

Community Engagement

NYSPTA Resource Guide Section 09: School and Community

Family Resources

NYSPTA Resource Guide Section 09: School and Community

NYSPTA webinar: The PTA, the School Board and the Superintendent; A Recipe for Success (2023)

NYSPTA webinar: Let’s Talk SEPTA (2023)

Resource Guide Section 01-PTA Basics

Resource Guide Section 02-Presidents Guide

Resource Guide Section 03-PTA Board

Resource Guide Section 04-PTA Council 

Resource Guide Section 05-A-Finance 

Record Retention Schedule

Audit Report Sample; Audit Worksheet fillable form; Audit Report fillable form

Instructions to request copy of Sales Tax Exemption Certificate

Resource Guide Section 05-B Insurance (REVISED July 2024)

AIM Insurance Webinar (April 2023)   Click Here for Powerpoint

Resource Guide Section 06-Membership 

Resource Guide Section 07-Bylaws and Procedures 

Unit or Council Name Change Process

Resource Guide Section 08-Advocacy

Resource Guide Section 09-School and Community

Resource Guide Section 10-Programs

Addendum – NYS PTA on Charitable Gaming (March 2021) – Spanish Version

Addendum – NYS PTA Alcohol Policy (Updated 2023) 

Addendum – NYS PTA UPDATED Covid/Insurance Guide (March 2022 Guidance Coming Soon)

Addendum – Unit Guidance on Cash Payment Apps (NEW January 2022)

Addendum – Grade Level Guidance (NEW March 2022) 

Addendum – School Board Elections and School Budget Vote Guidance (NEW May 2024)

Addendum – Code of Conduct (NEW July 2024)