PTO / PTA Treasurer's Report Guide
A Free Guide from MoneyMinder
Your Monthly Board Meeting Just Got Easier.
Giving the treasurer’s report at your PTO or PTA board meeting is one of the essential treasurer duties. Yet, presenting financial information can feel daunting, even for the most charismatic of public speakers.
This guide will equip you with the knowledge and tools to deliver a clear, concise and informative report, boosting your confidence and ensuring transparency with the board.
The PTO and PTA Treasurer's Report Guide is free, and you will find yourself referencing it each month before your board meeting to ensure you have covered all your bases to present your group's financials with confidence.
Grab Your Copy!
What's Inside
Want to present your Parent Teacher Association (PTA) or Organization (PTO)'s financials with confidence? We've got more than two decades of experience packed into this 11-page guide. You've got this!
✓ How to present the treasurer's report with confidence
✓ Prepare for your report
✓ Sample written PTO Treasurer's Report
✓ What to say when you present to the board
✓ Sample oral treasurer's report
✓ Customizable oral treasurer's report template
✓ How to conduct a monthly mini-audit
✓ 10-minute audit form
About MoneyMinder
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Connect your Bank, Paypal and Square accounts to MoneyMinder PRO to directly download transactions, saving you time and effort. You just review the transactions to ensure they are properly categorized and fill out any required fields.
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