09/02/2026
Calling all PBC Local Unit Treasurers and Presidents,
This month, we invite you to join us for our annual Local Unit Treasurer Training!
Whether you are a new treasurer, a seasoned PTA leader, or a president looking to better understand your unit’s financial responsibilities, this training is designed to provide the tools, resources, and confidence you need to successfully manage your PTA’s finances.
This training will be a deep dive into best practices for PTA fiscal responsibility, including important information to help your local unit maintain accurate records, follow proper financial procedures, and stay in compliance with PTA requirements.
We’ll cover key topics such as:
• Understanding the treasurer’s role and responsibilities
• Budgeting and financial planning
• Proper handling of deposits, payments, and reimbursements
• Financial reporting and recordkeeping
• Internal controls and financial safeguards
• Annual financial reviews
• Common questions and challenges facing local unit treasurers
Treasurers are strongly encouraged to attend, and Presidents are welcome and encouraged to join as well! A strong partnership between the president and treasurer is essential to maintaining a healthy and financially responsible PTA.
📅 Date: September 22, 2026
⏰ Time: 6:30 PM
💻 Location: ZOOM
🔗 Registration: Click here to register: https://zoom.us/meeting/register/6Ii6XhhOSVe-bg5n9OiyiA
Come ready to learn, ask questions, and “Keep the Score” as we work together to ensure our local units are financially strong and ready to make a difference for every child.
We look forward to seeing you there!