Become a Board Member

Key Role – 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

Key Role – 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

Key Role – 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

Key Role – 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

Key Role – Parliamentarian

• Assists the president to manage meetings and advises on parliamentary procedure

• Chairs Bylaws committee to review unit Bylaws each year and revise Bylaws every three years

• Arranges nominating committee’s first meeting, providing information on nomination and election process

Key Role – Financial Reviewer

• Reviews the books and financial records of a PTA to determine their accuracy

• Presents written reports on financial reviews to the board for review and the association for adoption

• Uploads copies of adopted financial reviews to the document retention system as indicated in unit bylaws

Key Role – 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