Happy New Year!
Job Description for Financial Secretary
Key Role – Financial Secretary
Preparation – To know more about your new position, review files and materials from last term that should include:
It’s also worthwhile to talk to your predecessor to get advice and tips about your new role.
Schedule Meeting – Meet with the treasurer and auditor to discuss how you can work effectively together. Check your unit bylaws to see who does what in handling PTA funds.
As an elected officer, your main duties are to receive, record, deposit and report on monies collected by your unit. Here are some quick tips to get started:
Did you know? … PTA Board Members:
Other Useful Information
California State PTA – www.capta.org
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