PTO Treasurer Duties and Tips

FINANCIAL BEST PRACTICES

Financial Best Practices for School PTO and PTA Groups

A must-read for every PTO Treasurer! Run your PTO or PTA like a business with these financial best practices for school parent groups from the experts at PTO Today.

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

Use editable Excel files with formulas built in to help keep track of your group's money.

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.

Organization

Rules for Keeping PTO and PTA Records

Guidelines for how long you should keep bank statements, meeting minutes, and more.

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.

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

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.