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PTO / PTA Meetings

A Free Guide from MoneyMinder

Effective and Purposeful Board Meetings are Ahead

We've all been there: PTO / PTA meetings that seem to drag on forever. Meetings with unclear goals leave your parent group with wasted time and little accomplished. What's the point? But meetings are not only a necessity, they can be the backbone of a thriving PTO / PTA. They're your chance to collaborate, make impactful decisions and make real progress for your school community.

PTO PTA Board Meetings

Imagine this: you walk out of a PTA board meeting feeling energized and accomplished. Every role, from the secretary to treasurer, will feel clear in their tasks ahead. This guide will give you the tools to make this a reality.

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What's Inside

Learn how to make your meetings efficient and effective, so that you're not just saving time, you're creating value for your volunteers. With a well-run meeting, you're showing them that their efforts are respected and their contributions matter. Download your free e-guide and transform your PTO / PTA meetings.

✓ Setting an agenda, participants and format

✓ Effective online or hybrid meetings

✓ Order of events during the meeting

✓ After the meeting

✓ Formatting your meeting minutes

✓ Types of motions and steps to file

✓ Points during a meeting

✓ Sample minutes, agenda and meeting script

✓ Robert's Rules of Order cheat sheet

About MoneyMinder

MoneyMinder-for-PTAs

Over 20 Years of Financial Bliss for Parent Groups

MoneyMinder has been the trusted choice for thousands of school group finances for over two decades. MoneyMinder's three pillars—Security, Ease of Use and Affordability—have garnered it industry awards, customer praise and unprecedented loyalty through the years.

Other PTO & PTA Resources from MoneyMinder

Getting Started PTO Treasurer

Getting Started

After you've been elected treasurer, download this free getting started guide. 

PTO PTA Budgeting

Budgeting Help

Experience-backed process to help you prepare the PTO or PTA budget

PTO & PTA Handling Money Payments and Banking

Payments & Banking

Handle cash, checks. banks, credit cards and more, with safeguards and transparency.

PTO-and-PTA-Bank-Reconciliation-Guide

Reconciliation

Take the stress out of bank reconciliations as you ensure your group's financial integrity.

PTO-&-PTA-Meetings

Board Meetings

Respect your volunteer board members by running effective, purposeful meetings.

PTO PTA Audits

Audits & Financial Reviews

It is highly recommended for Treasurers to do a monthly mini-audit and an annual one.

PTA-PTO-Taxes-Insurance

Taxes & Insurance

Ensure smooth operations and mitigate potential risks.

How to Give the PTO _ PTA Treasurer Report

Treasurer's Report

Give the PTO / PTA Treasurer's Report with confidence.

Wrapping Up PTO PTA Treasurer

Year-End

From audits to IRS requirements, close out your PTA or PTO's year for success. 

Try MoneyMinder for 30 Days

See how easy it is to use. No obligation. No credit card required.

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Connect to Your Venmo Account

venmoConnect your Venmo account 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.

— Import transactions
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Included in the MoneyMinder Bank Integration add-on for $59/year.

Email us to turn on your Venmo Integration:
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Connect to Your Stripe Account

StripeConnect your Stripe Account 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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Included in the MoneyMinder Bank Integration add-on for $59/year.

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MoneyMinder StoreSet up a MoneyMinder Store free. Just pay 0.4% /transaction*

Setup and activate a custom, secure online store in your PRO account. Collect payments for anything: fundraisers, membership dues, event tickets and more!

*Transaction fees apply for credit card and e-check purchases.

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Connect to 12,000+ Banks

Bank Integration MoneyMinderConnect your Bank, Square and PayPal 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.

— Import bank transactions
— Read-only bank feeds
— Stringent Security, Privacy and Compliance
— Integrate Square and PayPal

Included in the MoneyMinder Bank Integration add-on for $59/year.

Search over 12,000 banks to see if your institution is supported. Not sure about a full bank integration? The add-on also gives you the ability to import QFX, QBO, or OFX reports.

Email us to turn on Bank Integration: [email protected]

Connect to Your Square Account

SquareConnect 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.

— Import transactions
— Read-only feeds
— Stringent Security, Privacy and Compliance

Included in the MoneyMinder Bank Integration add-on for $59/year.

Email us to turn on your Square Integration:
[email protected]

Connect Your PayPal Account

PaypalConnect 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.

— Import transactions
— Read-only feeds
— Stringent Security, Privacy and Compliance

Included in the MoneyMinder Bank Integration add-on for $59/year.

Email us to turn on your PayPal Integration:
[email protected]

Get More for Your Membership with Join It

JoinItJoin It is a membership management service that helps businesses and nonprofits effectively sell, track, and grow their membership.

Integrate MoneyMinder and Join It to automatically sync up your membership and payments. Membership payments are imported into your Join It bank account and Members are inserted into your MoneyMinder contacts seamlessly when they are created or updated.

There is no additional charge for this integration.

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