|
In
observance of the holiday season, the WSPTA office will close at noon on Friday,
December 23 and will re-open Tuesday, January 3rd.
|
|
PT
Avenue will be down for major maintenance on December 27th and
28th. You will not be able to access PT Avenue
during this time.
|
|
GIVE THE GIFT OF MEMBERSHIP CONTEST
Contest Extended to
December 20th
Thank you to all who joined a PTA this past month, and thank you to the PTAs for entering their new gift memberships.
A holiday bonus: We are extending the contest entry period 'til December 20th and we will hold the drawing January 13th. Enter gift memberships here.
|
|
KNOW A GREAT PRESENTER?
December 31
The WSPTA Leadership
Committee is reaching out to seek external presenters for the 104th
Annual WSPTA Convention, April 28-30, 2017. If you are or know a great
presenter with an applicable topic, complete the online form. Form includes tips and
disclaimer.
|
|
FOCUS DAY 2017
January 16, 2017 | Capitol Building, Olympia
Have you registered yet?
Focus Day is fast approaching. The final agenda and plans are being
accomplished and this exciting event will be published next week - stay
tuned!
|
|
BEWARE OF EMAIL SCAMS!!
This week a PTA president
came into the office because he was just informed that their treasurer had
wire transferred over $7,000 to another bank account, based on a fraudulent
email she received. The treasurer was unaware it was a fraudulent email at
the time and by the time she figured it out it was too late, the money had
been transferred. Since then, the police have been contacted and a police
report has been filed.
Here are steps
recommended to avoid or prevent fraud:
If they have already wire
transferred the money this is what we recommend for the next steps:
|
 |
|
ID THEFT
As we head into the home
stretch of the holiday shopping season, how worried are you about having your
identity stolen? PEMCO Insurance,
one of our trusted partners, recently asked Northwest people and you might be
surprised by the results. For more information on the poll and tips on how to
protect your identity, click here.
|
QUESTION OF THE WEEK
Question
Is it necessary for our PTA
to conduct a mid-year financial review, even if we have never had a problem
with financial reviews in the past?
Answer
While a financial review is
required immediately following the end of the fiscal year (June 30), when
another PTA member assumes the treasurer position, or whenever there is a
question about the financial well-being of a PTA, a mid-year financial review is
strongly recommended for all PTAs. A mid-year review helps to assure that the
funds of the PTA are being administered properly and that good financial
practices are being followed.
The mid-year financial
review should be conducted in the same manner as the review held at the end of
the fiscal year. The financial review committee must consist of no less than
three members of the PTA. Members of the review committee must not have
signature privileges on PTA documents during the period being reviewed. The treasurer
is not to be physically present when the committee meets, but should be
available by phone to answer questions.
The treasurer should gather
all the financial records for delivery to the financial review committee. A
list of financial records for the review can be found in Treasurer's Handbook. For
additional resources, visit the Finance Resources page, on the WSPTA
website.
After the financial review committee
examines the records, the committee is to present a written report of their
conclusions to the board of directors. As always, the WSPTA staff is here to
help. If you have questions about the review, contact Tatia, Local PTA
Support: tvasbinder@wastatepta.org.
Thank you
for making sure your officers and members
have what
they need; it is appreciated!
Kathryn Hobbs
Executive Director
Email your questions here.
No comments:
Post a Comment