Beginning of the Year Local Unit Checklist
Incoming officers:
Incoming officers:
- Meet with outgoing officers and get all books/records, online account information, and necessary procedure information.
- Change account signers at the bank, if necessary. Take the minutes that show the election of new officers to the bank.
- Note: If opening a new bank account, an IRS letter, a copy of bylaws, and minutes showing the election of current account signers will be required.
- Verify that your local unit bylaws are current (approved within the last 5 years)
- Set a date for new officers to meet to begin back-to-school planning.
- Submit the Board Officer Form to the MS PTA state office at [email protected]
- Ensure new officers have registered for an upcoming Leadership Training
- Check National PTA and Mississippi PTA websites and Facebook frequently for updates and information on Local PTA Leader Kits, grants and awards
- Check the date that insurance needs to be renewed. If your unit does not have insurance, please get insurance immediately.
