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Posts Tagged leadership

National PTA Offers New Leadership eLearning Courses for Local Leaders

These leadership courses are designed specifically for local PTA leaders. All of the courses in this section will help new and experienced local leaders improve their leadership skills, and illuminate areas of running a local PTA that new leaders may not currently be aware of. View the course list.  To access our eLearning courses, you will need an online National PTA profile. For assistance with creating a profile or registering for a course, please read the eLearning registration guide.

 

 

Student Leadership Academy Program

Student Leadership Academy

Duval County Council PTA developed the Student Leadership Academy in 2010 to teach student leaders how to become effective advocates. Students receive training to help them advocate for themselves, their education, their classmates, and their school. DCC lines up speakers that will guide students through how legislation is created and passed as well as how to speak with legislators.

This is a National PTA recognized program for our youth.

Students complete 4 Saturday workshops on Leadership, Public Speaking, Business Etiquette, Civics and Grassroots Advocacy and a field experience day at the state capitol in Tallahassee

Students are nominated through their high school and PTSA board. Applications are distributed to the high schools in October.

2016 Student Advocates Travel to the State Capitol with DCCPTADCCPTA SLA Tally2016

Pupils from the 2016 DCCPTA Student Leadership Academy met with the entire NE Florida legislative delegation on January 27, 2016 in Tallahassee. Special thanks to these legislators and their staff members who made the visits happen – Representatives Janet H. Adkins, District 11; Jay Fant, District 15; Reggie Fullwood, SLA School Board 2016District 13; Mia Jones, District 14; Charles McBurney, District 16; and Lake Ray, District 12 with Senator Aaron Bean, District 4 and Senator Audrey Gibson, District 9. Tours of the Historic Capitol, the Senate Chamber and the Governor’s Mansion completed the day chaperoned by DCC PTA Board members – Juliann Gaus-Greaser, Ann Gipalo, Margaret Godke, Santhea Hicks, Jackie Jones, Karen Nuland, and Theresa Rogers. Advocacy education training sessions were completed by the entire cohort of student leaders in October, November, December and January with a recognition ceremony prior to the February Duval County School Board meeting.

Student Leadership Academy Offered Annually

Sup LeaderDuval County Council PTA developed the Student Leadership Academy in 2010 to teach student leaders how to become Student Leadershipeffective advocates. Students receive training to help them advocate for themselves, their education, their classmates, and their school. DCC PTA arranges and invites speakers who guide students through how legislation is created and passed as well as how to speak with legislators.  This award winning program for our students has been recognized by Florida PTA and National PTA as a model advocacy program.
Students complete four Saturday workshops on Leadership, Public Speaking, Business Etiquette, How a Bill becomes a Law and Grassroots Advocacy.  An optional field experience day at the state capitol in Tallahassee is offered at the beginning of each legislative session.

Students, grades 9, 10 and 11, are nominated through each high school principal and PTSA board.  Applications are distributed to the high schools in October.

Training and Workshops

DCCPTA’s Fall Leadership Workshops will be held September ??, 2016 from 8:30 am – 1:00 pm.

Sample DCCPTA invites to Winter Leadership Training Workshops and ESE Fair

Advocacy

Advocacy – Chair

Taking Action Through the Legislative Process 2014

Awards

DCCPTA Award Info 2014-2015

Local Unit Awards Tips 2014

History Book Info & Award Form Fall 2013

Business Partners

Business Partners – DCC PTA class Fall 2015

Communication

Communication – Chair

Public Speaking Workshop January 2016

PTA Computer & Communication Tips January 2016

PTA Photo Communication Tips January 2016

Social Media Tips

Creating Effective Newsletters Fall 2014

Marla Bryant Presentation on Facebook Communications Fall 2014

Executive Board

Your Executive Board Playing by the rules Sept 2014

Your Executive Board Playing by the rules Fall 2013

Fundraising

Fundraising – Chair

Grants and Donations

Health & Safety

Bonding and Addiction PowerPoint

Leadership

PTA Leadership Training Program

Handouts For PTA Leadership Training Program

Behavior-Style Evaluation 061616

Example of Team Ground Rules 061616

Brainstorming

SMART Goal Help Worksheet 061616

Volunteer Position Description Worksheet 061616

Webmaster Job Description 061616

Understand the Conflict Worksheet 061616

Leadership Activity

Build The Best Tower Team Activity

Membership

Membership – Vice President

Membership Tips

Membership: Recipe for Success

Membership PPT Sept 2014

Membership Fall 2013

Presidents

President – Local PTA

DCCPTA Pres Training June 2015

President Transition Checklist 2014

President Info Sheet 2014

Procedure Notes

Parliamentary-sample

NominatingCommitte-sample

ElectionofOfficers-Script 2014

Agenda-sample 2014

DCCPTA Presidents Training Sept 2014

President’s Training – Fall 2013

Programs

Program – Vice President

PTA Male-bership June 2015

PTA Programs PP Fall 2014

PTA Increasing your Male-bership 2014

All Pro Dad

Increasing Male Involvement in Schools Fall 2013

Programs Fall 2013

Reflections

Reflections Workshop Sept 2015 Handouts Fall 2015

Reflections Workshop Handouts Sept 2014

Step by Step Guide to Online Registration 2014

Reflections Workshop Presentation 2014

Treasurers – Finance

Treasurer – Local PTA Unit

Treasurers Top Ten Tasks – Sept 2014

DCCPTA Treasurer’s Training Fall 2013

End Of Year Treasurer’s Checklist

Vision Screening

Vision Screening Basics Fall 2013

Websites

PTA Computer & Communication Tips January 2016

Social Media Tip Sheets

PTA Website

Meeting Collaboration Website join-me

Treasurer – Local PTA Unit

Who Do I Contact For Help?

Contact the Duval County Council treasurer by email at Treasurer@dccpta.org  for any questions pertaining to financial matters.

DCCPTA Presidents & Treasurers Training Scheduled

All in coming DCCPTA unit presidents & treasurers are required to attend one of the following training meetings:

August 24, 2017, 9:00 AM, Location Cline Auditorium, DCPS School Board Building, 1701 Prudential Drive, Jacksonville, FL 32207.

 

Please put these dates on your calendar if you will be serving as presidents & treasurers the coming year.  Please register by Clicking Here

PTA Treasurer Q & A

Important PTA End of Year Audit Questions

Can PTAs donate money to individuals or groups?  Review This Document For more information and examples.

Returning Membership Cards

You do NOT need to mail back any unused cards. Unused cards should be destroyed at the end of the school year.  Email data.rep@floridapta.org and tell them how many you sold and have paid for, and how many cards you are destroying.  Also, Florida PTA doesn’t pay you back for membership cards, even if you accidentally pay the wrong amount, so be careful when sending payments to them.

Accepting Credit/Debit Cards for Payment

If your board approves the use of credit or debit cards for payment (such as membership, donations or fundraising items) consider these items when establishing your unit’s policy:

•       Research & understand the risk and potential liability verses benefits (compliance with Payment Card Industry Data Security Standards)
•       Keep enough documentation, for example,  signatures of cardholders, for each transaction to ensure that disputed charges do not become a problem.
•       Store any physical documents containing credit card data in a locked drawer, locked file cabinet, or locked office which the PTA solely controls (shred when no longer needed)
•       Do not transmit cardholder’s credit card data by email, mail or fax
•       Do not store credit card data, PIN or  CVV2/CVC2/CID numbers for customers, paper nor electronically in an unsecured area
•       Ensure that the person taking the credit card information and/or processing the transaction is properly trained in best practices
•       When a refund is necessary, the refund must be credited only to the same account from which the purchase/donation was made

This information and more is in the Florida PTA Kit of Materials.  To get the kit YOU MUST REGISTER YOUR OFFICERS EACH YEAR TO RECEIVE THE KIT OF MATERIALS AND MEMBERSHIP CARDS.

Important Local PTA Unit Treasurer Information

The security and accountability of PTA funds is the responsibility of the Treasurer. Be sure your Local Unit is following these basic guidelines:

  • You need 2 signatures on ALL checks.
  • Usually there are 3 PTA Board Members who may sign the checks – Treasurer, President, and a VP or other officer.
  • Write checks for a specific purpose. The expense must be within your approved budget.
  • Reimbursement Form – it should be filled out by the person needing reimbursement. All receipts should be attached to this form. If the person has lost his receipt(s) – he needs to write a letter stating that the receipt(s) was lost. The two check-signers sign their approval of the reimbursement on this form.
  • Never pre-sign a check – sign checks at the time they are needed and after they have been approved.
  • Never write a check for cash. All transactions must be by check so there is a paper trail that can be audited.
  • The person being reimbursed should not be a signer on that check.
  • The retiring treasurer should file the appropriate 990 form with the IRS as soon as the audit has been completed.

PTA as an Outside Group

The Duval County School Board considers each Local Unit of PTA an “Outside Group” that is organized to provide support for school activities. All outside groups are required by the School Board to submit the following financial reports to your school Bookkeeper:

 Annual PTA Unit Audit Form

This reporting is required to maintain each local unit’s 501 (c) (3) status.  A signed copy must be submitted to the school bookkeeper with a copy of the June bank statement.  A copy of the audit must be sent to audit@floridapta.org and treasurer@dccpta.org by September 30 . A copy of the 990 filing must be sent to 990@floridapta.org and treasurer@dccpta.org as soon as possible, but no later than November 15.

Required IRS Tax Filing

Don’t wait until the November 15 deadline, filing takes less than 15 minutes.  EVERY UNIT, EVERY YEAR IS REQUIRED TO FILE A TAX RETURN.

  •  If gross receipts are less than $50,000, then you file a 990-N; (takes only 10-15 minutes to complete!)
  •  $50,000 to $200,000 file Form 990EZ and Schedule A and G.
  •  Over $200,000 file Form 990.
  •  Forward a copy to tax@floridapta.org and treasurer@dccpta.org

Instructions for PTA Units Filing IRS Form 990N e-Postcard

For complete instructions and steps for local PTA units using the Form 990-N Electronic Filing System (e-Postcard) go to  Procedures for Florida PTA Compliance New Procedure 2016 .   Click Here for more IRS information needed to file e-postcard.   Click Here to link to the IRS 990-N Electronic Form.  Once you have filed and your status shows “Accepted,” click on the submission ID for your filing. That will bring up a Confirmation page that you need to print out for your records. You then need to write your PTA’s full name and Duval County on the page.  This confirmation page is what you scan and email to 990@floridapta.org and treasurer@dccpta.org.

Treasurer Forms and Specific Information:

National PTA’s Back-to-School Kit

Sign up for the National PTA’s Back-to-School Kit and then  choose the “Finance” section for a great overview, more information, and to answer questions treasurers my have .

Finance

DCPS Board Meeting Schedule

Regular Board Meetings are normally held at 6:00 p.m. on the first Tuesday of each month. The meetings are held in the 1st Floor Board Room – Cline Auditorium of the School System Administration Building.  Here is the link to the Duval School Board Calendar

Public Speaking Training for Student Leadership Academy 2015

General Meetings:

General DCCPTA Meeting, Tuesday, August 29th @ 9:30 am - 11:00 am, hospitality 9:00 -9:30 a.m. meeting 9:30 am. Make sure your PTA/PTSA has a representative. Join us at:
Duval County Public Schools
School Board Building
Cline Auditorium, 1st floor
1701 Prudential Dr
Jacksonville, Florida 32207

PTA – Applications – Forms – Spreadsheets – Samples

Mailing Address:

DCC PTA
P.O. Box 5397
Jacksonville, FL 32247
Email DCC President
Email Local Unit Team