PTO Treasurer's Planning Checklist

PTO Treasurer's Planning Checklist

A to do list of PTO and PTA treasurer duties and tasks for the whole year.
Forms To Manage Your Group's Cash Flow

Forms To Manage Your Group's Cash Flow

Use editable Excel files with formulas built in to help keep track of your group's money.
Create a PTO Budget
Finance & Budget

Create a PTO Budget

An important part of the planning process is to create a budget. Here are the nuts and bolts of setting up a good parent group budget.
Rules for Keeping PTO and PTA Records
Organization

Rules for Keeping PTO and PTA Records

Guidelines for how long you should keep bank statements, meeting minutes, and more.
Could You Be Your PTO's Treasurer?
Finance & Budget

Could You Be Your PTO's Treasurer?

Would you make a good treasurer candidate? Ask yourself these 3 key questions to see if you have the basic skills.
14 Tips for Preventing PTO and PTA Embezzlement
Finance & Budget

14 Tips for Preventing PTO and PTA Embezzlement

How to prevent theft—and what to do if it happens to you.
PTO Finances: Midyear Budget Review

PTO Finances: Midyear Budget Review

Do you know how much money you’ll be putting away this year? A springtime budget analysis can help PTO and PTA treasurers make plans for any surplus funds.
Taxes, PTOs, and the IRS

Taxes, PTOs, and the IRS

Questions about tax-exemption? Get the scoop on 501(c)(3).
What Every Treasurer Should Know
Leadership

What Every Treasurer Should Know

Being a good treasurer takes planning and organization. Follow these pointers and you'll be ready for success.
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