As the end of the 2016-17 PTA comes to a close, there are a few things to do so that next year’s board will have a smooth transition:

Plan a Transition Meeting with the current and new board

Verify all financial items are complete and ready for audit

Update binders and procedure books to reflect any new or changed processes

Coordinate with your Bank to remove departing check-signing members and add new ones

Update PTA EZ for incoming board contract information