Sixth District

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California Sixth District PTA
Santa Clara County, California
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Spring Leadership Training Day
Saturday, May 16, 2015
7:30 a.m. - 4:45 p.m.
Santa Clara County Office of Education
1290 Ridder Park Dr., San Jose 95131  [map]


Schedule
  
7:30-8:00 a.m.
Check-In & Registration
8:00-8:05 a.m.
Welcome, Opening, & Logistics
8:05-9:05 a.m.
PTA Meetings Gone Wild! (for everyone)
9:05-9:15 a.m.
Break.
9:15-10:45 a.m.
Session 1 Workshops
10:45-11:00 a.m.
Break.
11:00 a.m.-12:30 p.m.
Session 2 Workshops
12:30-1:30 p.m.
LUNCH. PTA Store is open during lunch hour.
1:30-3:00 p.m.
Session 3 Workshops
3:00-3:15 p.m.
Break.
3:15-4:45 p.m.
Session 4 Workshops


Registration

Costs: see box in right-hand column.


Please select your workshops below, then:
[Register online] by Thu May 14
fast check-in;
pre-printed name tag;
guaranteed hard-copy materials.
partial and full scholarships available: contact leadership@capta6.org
Or contact leadership@capta6.org
(after Thu May 14).

 
Late registrations (after May 14) and walk-ins are welcome, but workshop materials may not be available for late registrants, and scholarships are not available.
 
INCOMING OFFICERS --
Please come to Training Day, so that you will be able to lead next year with knowledge and confidence!

PRINTABLE LIST OF WORKSHOPS
Click here for a PDF that's much easier
to print than this web page!

LANGUAGES
Most workshop materials (handouts) are
available in English and in Spanish.
Please let us know what you need!

COSTS
$25 per person (full day, including lunch);
$20 per person (half day,* including lunch);
$15 per person (half day, without lunch).
With 3 paid reservations from the same
Unit or Council, the 4th person is FREE!

Training is a legitimate PTA expense.
Scholarships are available, too.
Info: leadership@capta6.org
*Note: half day = 2 morning workshops + lunch,
or lunch + 2 afternoon workshops.


DON'T SEE WHAT YOU NEED?
No workshop for your position? Need training, but can't come May 16? Have questions, concerns, or suggestions?
Please contact leadership@capta6.org.

DON'T go through the entire year without help!
Your Sixth District Board is committed to making sure you have the tools & info you need for a sucessful and fun PTA experience!


Mini-PTA Store

Our PTA store will be open during lunch hour.
Here are some of the items available at our PTA Store. These and more will be available.
Be sure to check out the FREE table too!
PTA Toolkit (2014) ($15)
Pocket Pals ($1.50 each; $5 for set of 5)
ABCs of Parliamentary Procedure ($1)
Robert's Rules of Order in Brief ($8.25)
PTA Clic Plastic Body Ballpoint Pens ($1.75)
Membership Envelopes:
- English/Spanish, $3/100
- English/Spanish/Vietnamese, $7/100
"I Joined PTA" labels (roll of 500, $11)
"I Joined PTSA" labels (roll of 500, $11)
"PTA Volunteer" labels (roll of 500, $11)



General Session, for Everyone

PTA Meetings Gone Wild!
(in English)
For all incoming officers.

8:05-9:05 a.m.
Watch an out-of-control PTA meeting, and participate in transforming it into an efficient, well-run meeting!

 





Morning Workshops

For each person, please select a Session 1 workshop and a Session 2 workshop.
(Scroll down for afternoon workshops.)


Session 1 Workshops
9:15-10:45 a.m.
Session 2 Workshops
11:00 a.m. - 12:30 p.m.

President -- Part 1
Excited about your election to the presidency? But a bit nervous also? This two-part workshop will provide the basics of PTA policies, structure and support that are available to help you in your new role. We will help you learn how to successfully lead your PTA successfully and confidently.
(These workshops are repeated in the afternoon.)

President -- Part 2
A continuation of "President -- Part 1".
(After taking Part 1, you can take Part 2 in the morning or in the afternoon.)

Money Matter$:
Treasurer -- Part 1
This two-part workshop provides an in-depth discussion of financial procedures. Attendees will be guided step-by-step through an entire financial year. Topics include banking, budgets, money handling and financial reports. We will explore in detail fundraising, workers’ compensation and more.
(These workshops are repeated in the afternoon.)
Every council & every unit should try to send one person to both Part 1 and Part 2 of this workshop.

Money Matter$:
Treasurer -- Part 2
A continuation of "Treasurer -- Part 1".
(After taking Part 1, you can take Part 2 in the morning or in the afternoon.)

Lo Básico de la PTA
(en Español -- abierto para todos en
la junta ejecutiva entrante y de este año)
¿Sabía usted que la PTA ha estado en el distrito de Santa Clara desde hace más de 90 años? Hablaremos de lo que hacen PTAs, cómo podemos hacer una diferencia, la estructura de la PTA, las prácticas básicas de finanzas, y los recursos de la PTA.
(Este taller se repite en la tarde.)


Lo Básico para los Tesoreros

(en Español)
Un paseo a través de los procedimientos financieros básicos para tesoreros y otros oficiales de su unidad. Se le guiará a través financiero. Los temas incluyen la banca, los presupuestos, recaudación de fondos, contratos, manejo de dinero, y PTAEZ.
Cada unidad debe tratar de enviar a una persona a esta sesión.


Parliamentarian: Bylaws
Join us for a romp through unit bylaws, page by page. Learn what is in your bylaws and why. Knowing what's in your bylaws can make you a better officer and PTA member. Make your PTA life easier — Get the most out of your bylaws!


Parliamentarian: Nominations,
Elections, & Meeting Procedures
The Parliamentarian begins the annual process for nominations and elections; we’ll discuss the timeline, what your bylaws say about who is involved, how to elect the Nominating Committee, how PTA elections happen, and finally discuss meeting procedures using Robert's Rules of Order for parliamentary procedure.

Finance for All Officers
Managing the PTA’s finances is not just the treasurer’s job. Discover how all board members fit into the finance picture. Attendees will understand the importance of complying with federal government standards needed to protect the assets of the PTA.
(This workshop is repeated in Session 4)

How to Audit PTA Books
Don’t wait until the end of the year to prepare for the audit. Get simple strategies and tips for making audits a piece of cake! Learn how to plan, conduct and report the outcome of your PTA audit. Reassure your members their resources are being managed in a businesslike manner that complies with all regulations. This workshop is not just for auditors: any officer, especially the president, treasurer and secretary, would benefit from understanding what is required to pass a PTA audit.
(This workshop is repeated in Session 4)


Membership Basics
Watch your PTA membership grow! No need for a green thumb. We'll give you all the tools you need so your PTA membership can flourish. This is a membership basics workshop. We'll help you plant the seeds for a successful membership campaign with fun and easy ideas.

Membership Beyond November --
Advanced Tools
It's November... and now what? Learn how to keep your PTA's membership growing through March and beyond. This advanced membership workshop will help you develop a year-round plan and provide you with great ideas to keep your membership blooming by branching out to everyone in your school and community.

Council Officer Training
It’s different outside of the unit! Understand your new role in the larger PTA community. Required officer positions will be covered. You are an important link in the PTA structure, and there are resources and tools to help you support your members.

Council Financial Document Review
Council and Districts have the responsibility to collect and review financial reports and tax filing. What does that mean? Let's get together to discuss what financial documents you should be collecting (and forwarding to Sixth District), what to look for in these documents, and how to communicate with units what you've found in reviewing their financial documentation. We have the cheat sheets and can help you develop a strategy for collecting and reviewing. We'll email you a list of what to bring from a unit and what to bring from your Council as we review these documents together!

Finding & Motivating Volunteers
Understanding volunteers: what is different today? How do you recruit them? What do they want and need? How best to appreciate them. Let’s share strategies that have worked at your PTA.

Historian
The PTA Historian is a cheerleader who raises awareness about the PTA in the community. We’ll go over the key aspects of assembling, preserving and recording the activities and achievements of the PTA so that you’re ready to take on this important role on your board.





Afternoon Workshops

For each person, please select a Session 3 workshop and a Session 4 workshop.
(See above for morning workshops.)

Session 3 Workshops
1:30-3:00 p.m.
Session 4 Workshops
3:15-4:45 p.m.

President -- Part 1
Excited about your election to the presidency? But a bit nervous also? This two-part workshop will provide the basics of PTA policies, structure and support that are available to help you in your new role. We will help you learn how to successfully lead your PTA successfully and confidently.
(This is a repeat of the workshop in Session 1.)

President -- Part 2
A continuation of "President -- Part 1".
(This is a repeat of the workshop in Session 2.)

Money Matter$:
Treasurer -- Part 1
This two-part workshop provides an in-depth discussion of financial procedures. Attendees will be guided step-by-step through an entire financial year. Topics include banking, budgets, money handling and financial reports. We will explore in detail fundraising, workers’ compensation and more.
(This is a repeat of the workshop in Session 1.)
Every council & every unit should try to send one person to both Part 1 and Part 2 of this workshop.

Money Matter$
Treasurer -- Part 2
A continuation of "Treasurer -- Part 1".
(This is a repeat of the workshop in Session 2.)

Lo Básico de la PTA
(en Español -- abierto para todos en
la junta ejecutiva entrante y de este año)
¿Sabía usted que la PTA ha estado en el distrito de Santa Clara desde hace más de 90 años? Hablaremos de lo que hacen PTAs, cómo podemos hacer una diferencia, la estructura de la PTA, las prácticas básicas de finanzas, y los recursos de la PTA.
(Esta es una repetición del taller en la Sesión 1)


Finance for All Officers
Managing the PTA’s finances is not just the treasurer’s job. Discover how all board members fit into the finance picture. Attendees will understand the importance of complying with federal government standards needed to protect the assets of the PTA.
(This is a repeat of the workshop in Session 1)

PTA Legal & Insurance
We'll discuss legal issues for nonprofit organizations, what you need to know about PTA insurance coverage & the benefits it provides. Learn the effective use of the Insurance & Loss Prevention Guide procedures for protecting the assets of your PTA.

How to Audit PTA Books
Don’t wait until the end of the year to prepare for the audit. Get simple strategies and tips for making audits a piece of cake! Learn how to plan, conduct and report the outcome of your PTA audit. Reassure your members their resources are being managed in a businesslike manner that complies with all regulations. This workshop is not just for auditors: any officer, especially the president, treasurer and secretary, would benefit from understanding what is required to pass a PTA audit.
(This is a repeat of the workshop in Session 2)

Membership at Secondary Schools
How do you communicate the PTA message when you’re no longer hanging out in the parking lot talking to parents? How do you get students involved? Let’s get together to discuss some strategies to attract members and volunteers in the unique and different middle & high school PTA community.

Membership Basics
Watch your PTA membership grow! No need for a green thumb. We'll give you all the tools you need so your PTA membership can flourish. This is a membership basics workshop. We'll help you plant the seeds for a successful membership campaign with fun and easy ideas.
(This is a repeat of the workshop in Session 1)

Secretary's Guide: Basics
Whether you use a pen and paper, electronic tablet, laptop, cell phone, or quill, bring it to this workshop and learn how to be the best secretary ever! Get a better picture of what you are required to record during meetings. Learn about the roles and responsibilities of being a secretary.

Offer Reflections at Your School!
The Reflections workshop provides an interactive, hands-on opportunity to discover what the Reflections Art Program entails: everything from general program information, to implementing the theme search, to celebrating the children’s achievements – this workshop is for everyone!

PTA Program Planning: Easy as 1-2-3
Connecting families with schools through PTA programs & events is as easy as 1-2-3. Join us for an interactive time to network with other members to learn how easy it is.

Fundraising Fundamentals
The mission of the California State PTA does NOT include fundraising, but it’s a fact of life today. How does a PTA decide which fundraiser to have? How can a program designed to increase family engagement be a fundraiser? Learn the different forms a fundraiser may take, fundamentals involved in choosing one over another and some of the essentials in the fund raising process.


Conflict Prevention
The California State PTA has adopted Professional Governance Standards, and encourages all unit, council and district PTA executive boards to review and adopt the standards at the beginning of their term as an integral part of their team building and orientation process. This great tool ensures everyone is on the same page from the beginning BEFORE conflict arises. Come to this class to learn about the Professional Governance Standards and other ideas to start your year off right!

Get Ready, Get Set, Go!
Incoming Board's Next Three Months
Incoming boards: get a head start now! Avoid playing the catch-up game and really enjoy the PTA year. We'll walk you through the next three months so you can hit the ground running. You’ll be fully organized for next year, and learn what you can do to prepare before your term begins!




 

GOT YOUR WORKSHOPS?
Please go to [online registration] to sign up!
Problems with registration?
Please contact leadership@capta6.org.

California State PTA | National PTA  

California Sixth District PTA
1290 Ridder Park Drive, M/C 214, San Jose, CA 95131-2304
Phone 408-453-6536 * FAX 408-453-6768
 

copyright 2015 California Sixth District PTA