secretary training - amazon web services · secretary training may 7, 2014 . you’re not “just...

Secretary Training May 7, 2014

You’re not “just the secretary”

•  Meeting minutes are a legal document kept in the association’s records FOREVER.

•  If it’s not in the minutes, it didn’t

happen.

What am I besides “minute-taker?”

•  Maintain a copy of the following: o  Bylaws/Standing Rules

Bylaws Approved By Order of the 1 Texas PTA Board of Directors 2

3 Texas PTA President 4

5

FRISCO INDEPENDENT SCHOOL DISTRICT 6

COUNCIL OF PTAs BYLAWS 7

8

ARTICLE I: NAME 9 10 The name of this association is the Frisco Independent School District Council of Parent Teacher 11 Associations, Area 15 PTA of the Texas Congress of Parents and Teachers (Texas PTA), a branch of the 12 National Congress of Parents and Teachers (National PTA). 13 14 15

ARTICLE II: ARTICLES OF ORGANIZATION 16 17 The articles of organization of this Council PTA include: (a) the bylaws of such association and (b) the 18 certificate of incorporation or articles of incorporation of such association (in cases in which the association 19 is a corporation) or the articles of association by whatever name (in cases in which the association exists as 20 an unincorporated association). 21 22

23 ARTICLE III: PURPOSES 24

25 Section 1. The Purposes of the Frisco Independent School District Council of Parent Teacher Associations, 26 in common with those of the National PTA and the Texas PTA, are: 27 28

a. To promote the welfare of children and youth in home, school, community, and place of worship. 29 30 b. To raise the standards of home life. 31

32 c. To secure adequate laws for the care and protection of children and youth. 33

34 d. To bring into closer relation the home and the school, that parents and teachers may cooperate 35

intelligently in the education of children and youth. 36 37

e. To develop between educators and the general public such united efforts as will secure for all 38 children and youth the highest advantages in physical, mental, social, and spiritual education. 39

40 Section 2. The Purposes of the National PTA, the Texas PTA and this Council PTA are promoted through 41 an advocacy and educational program directed toward parents, teachers and the general public; developed 42 through conferences, committees, projects and programs; and governed and qualified by the basic policies 43 set forth in Article IV. 44 45 Section 3. The association is organized exclusively for the charitable, scientific, literary or educational 46 purposes within the meaning of Section 501(c)(3) of the Internal Revenue Code or corresponding section of 47 any future federal tax code (hereinafter referred to as "Internal Revenue Code"). 48 49 50

ARTICLE IV: BASIC POLICIES 51 52

KB 7/29/09


•  Maintain a copy of the following: o  Bylaws/Standing Rules o  List of board members who

have completed LOT/FLO and their dates of completion

2013-2014 Frisco Council of PTAs Board Roster Leadership Training Completion Dates

Position Name FLO/LOT Date President Susan Thomas LOT 1995, FLO 3013 Aide to the President Marisol Randle LOT 2010, FLO 2013 Secretary Kathy Mecom LOT 2009, FLO 2013 Treasurer Susan Baker LOT 2011 Parliamentarian Kindra Strachan FLO 2013 Historian Melanie Crosby LOT 2011 Arts in Education Michelle Wilkins LOT 2009 Environmental Molly Kinson Fundraising Cheryl Pembleton LOT 2008 Healthy Lifestyles Leann Forst Inclusiveness Kristi Schaffer FLO 2013 Hospitality Legislative Debbie Gillespie LOT 2009, FLO 2013 Membership Debbie Pasha LOT 2011 Newsletter/Publicity Athirai Baskaran Programs Liz Watkins LOT 2011 SAGE Lizeth LoCicero LOT 2009 Technology Marcy O'Neill LOT 2009 Training Anne McCausland LOT 2008, FLO 2013 Volunteers Ginger Tarbet LOT 2008 Watch DOGS J D Tomlin




o  Records Retention Policy

Texas PTA October 2006

!! Frisco ISD Council of PTAs Records Retention Policy!!!!

The Frisco ISD Council of PTAs adopted this policy regarding records retention on September 15, 2013. This policy shall be reviewed by the Frisco ISD Council of PTAs executive board annually and may only be changed by a majority vote of membership at a regular meeting. This document shall be maintained by the secretary of this PTA.

Description of Record(s) Manner of Record-Keeping* Disposition Accounts payable records! Treasurer’s!book/print! 7 years!Annual audit reports Treasurer’s!book/print! Permanent Articles of Incorporation, if applicable N/A! Permanent Bank reconciliations Treasurer’s!book/print! 1 year Bylaws, including all amendments President,!Secretary,!and!!

Treasurer’s!books/print!!Permanent

Cash receipt records Treasurer’s!book/print! 7 years Checks (canceled) (see exception, next line) Treasurer’s!book/print! 7 years Checks (canceled) for important payments, i.e., taxes, special contracts, etc. (Checks should be filed with the papers pertaining to the transaction.)

Treasurer’s!book/print! Permanent

Contracts and leases (expired) President!and!Treasurer’s!!books/print!

7 years

Contracts and leases still in effect President!and!Treasurer’s!!books/print!

Permanent

Corporation reports filed with the secretary of state, if incorporated

N/A! Permanent

Correspondence with customers or vendors President,!Secretary,!and!!Treasurer’s!books/print!

1 year

Correspondence (general) Secretary’s!book/print! 3 years Correspondence (legal) President,!Secretary,!and!!

Treasurer’s!books/print!Permanent

Duplicate deposit slips Treasurer’s!book/print! 1 year Employee records (post-termination), if applicable

N/A! 3 years

Employment applications, if applicable N/A! 3 years Ethics/Conflict of Interest Policy Secretary/print Permanent Equipment owned by the PTA Treasurer’s!book/print! Permanent Financial statements (year-end) and budgets Secretary!and!Treasurer’s!

books/print!10 years

Grant award letters of agreement President,!Secretary,!and!!Treasurer’s!books/print!

10 years

Insurance records, accident reports, claims, policies, certificates

Treasurer’s!book/print! Permanent

Inventories (products and materials) Treasurer’s!book/print! 7 years Invoices Treasurer’s!book/print! 7 years Journals (ledger books) Treasurer’s!book/print! Permanent Minute books of board, general and committees

Secretary’s!book/print! Permanent




o  Records Retention Policy o  Conflict of Interest Policy

Texas PTA February 2013

PTA ETHICS/CONFLICT OF INTEREST POLICY

AREA # COUNCIL

LOCAL PTA/PTSA

PRESIDENT Members of the board of directors (board members) of this Council or Local PTA/PTSA (hereinafter referred to as “PTA”) serve in a fiduciary capacity and owe a duty of care, a duty of obedience, and a duty of loyalty to this PTA. Board members shall conduct themselves with integrity and honesty and act in the best interests of this PTA. Disclosure by a board member of any potential or actual conflict of interest is required by the standard of good faith and for the benefit of the PTA and protection of each individual.

In consideration of our PTA affiliation with the Texas Congress of Parents and Teachers (the Texas PTA), for the protection of its integrity and its 501(c)(3) status, and for our protection, we, the undersigned officers, individually, during our terms of office, shall:

1. Abide by and represent our PTA bylaws, the Texas PTA policies, positions, procedures and National PTA purposes and mission statement;

2. Discharge the duties and responsibilities of our individual offices with fidelity, integrity, and honesty and declare any and all personal and/or extended family conflicts of interest when PTA issues, decisions, and funds are involved;

3. Not misuse the PTA’s federal tax-exempt status or exemption from sales tax for personal or unauthorized purposes nor disburse funds for any purpose other than authorized, budgeted PTA programs, projects, and activities.

4. Refrain from making slanderous or defamatory comments regarding any individual or organization.

5. Follow the Texas PTA and school district guidelines for fund-raising.

6. Abide by the following conflict of interest policy:

! A conflict of interest exists when a board members would have to participate in the deliberation or decision of any issue of this PTA while, at the same time, the board member and/or his/her extended family has financial, professional, business, employment, personal and/or political interests outside the PTA that could predispose or bias the board member to a particular view, goal or decision.

! Board members shall declare to the officers of this PTA conflicts of interest (stating the nature of the conflict and pertinent information as appropriate) between their duties of this PTA and their and/or their extended families’ financial, professional, business, employment, personal and/or political interests.

! When a conflict of interest is declared, the board members shall not use his/her personal influence of position to affect the outcome of this vote and shall leave the room during deliberations and the vote.

! The minutes of the meeting shall reflect that a conflict of interest was declared.

! Board members shall not during the term of office and thereafter;

a. Use PTA’s name, influence, or resources for their benefit or gain when running for any public elected office or while serving as an elected official;

b. Directly or indirectly use their PTA position, the PTA name or organization for or against any specific candidate for elected public office, which is contrary to federal tax laws and the guidelines and policies of the PTA.


•  Maintain a copy of the following:

o  Bylaws/Standing Rules o  List of board members who


o  Records Retention Policy o  Conflict of Interest Policy o  Membership List

9/18/13

7:24*PM

Date Type Count Last*Name First*Name First*Name*2 Cobb*Staff $$ Check LM? Address City Zip Phone EHmail

9/10/13 FAM 2 Robertson Marc N $20.00 N 8180*Christie*Drive Frisco 75033 (214)*213H0366 [email protected]

9/10/13 IND 1 Madden Laura N $10.00 N 10104*La*Mesa*Dr. Frisco 75033 469H579H1744 [email protected]

9/10/13 IND 1 Robertson Kimberly N $10.00 N 9277*Wichita*Trail Frisco 75033 972H849H0580 [email protected]

9/11/13 FAM 2 Dalgetty Jillian Corey N $20.00 N 4143*Parterre*Dr Frisco 75033 661.713.1245 [email protected]

9/11/13 FAM 2 Moncla Lauri Brad N $20.00 N 3621*Cherry*Ridge*Dr. Frisco 75033 214H494H2094 [email protected]

9/11/13 FAM 2 Gruver David Heather N $20.00 N 9361*Wichita*Trail Frisco 75033 9727310054 [email protected]

9/11/13 FAM 2 Clark Melissa David N $20.00 N 3480*Bumelia*Dr. Frisco 75034 4693626685 [email protected]

9/11/13 FAM 2 Hamilton Elizabeth John N $20.00 N 9845*Buckhorn*Drive Frisco 75033 972H567H8382 [email protected]

9/11/13 FAM 2 Onyango Jacqueline Charles N $20.00 N 2444*Texoma*dr Little*elm 75068 2147694714 [email protected]

9/11/13 FAM 2 Eaton Dawn Brandon N $20.00 N 1965*Chishom*Trail Frisco 75033 918H527H7024 [email protected]

9/11/13 FAM 2 Wilson Heidi N $20.00 N 2598*Spindletop*Trail Frisco 75033 9403687479 [email protected]

9/11/13 FAM 2 Waitley Tammie Guy N $20.00 N 9605*Buckhorn*Drive Frisco 75033 9727125032 [email protected]

9/11/13 IND 1 Whitworth Karin N $10.00 N 10210*El*Paso*lane Frisco 75033 9726686442 [email protected]

9/11/13 IND 1 Kampe Kelly N $10.00 N 2072*Remington*Ln. Frisco* 75033 9722945778 [email protected]

9/11/13 IND 1 Visvanath Indumathi N $10.00 N 2143*mustang*trail Frisco 75033 2143878590 [email protected]

9/12/13 FAM 2 Serdan Jaime Denise N $20.00 N 9150*Blue*Grass*Trl Frisco 75033 9727650657 [email protected]

9/12/13 FAM 2 Torres Clanci Paul N $20.00 N 11350*Chimney*Rock*Trail Frisco 75034 972H668H3876 [email protected]

9/12/13 IND 1 Willis nakita N $10.00 N 2305*TISBURY*WAY Little*Elm 75068 9185191409 [email protected]

9/12/13 IND 1 Ritchie Melissa N $10.00 N 10268*El*Cinco*Drive Frisco 75033 214H208H5357 [email protected]

9/12/13 IND 1 Willis Juli N $10.00 N 2726*bandolier*ln frisco 75033 972H697H3133 [email protected]

9/12/13 IND 1 Conklin Ashley N $10.00 N 1474*Crockett Frisco* 76033 2147692485 [email protected]

9/12/13 IND 1 De*la*Paz Donja N $10.00 N 10077*Slick*Rock*Trail Frisco 75033 469H328H0787 [email protected]

9/12/13 IND 1 Gilliam Tammy N $10.00 N 2258*Crowbridge*Dr. Frisco 75034 9723358366 [email protected]

9/12/13 IND 1 Isom Annie N $10.00 N 1600*Idlewild*Dr. Frisco 75034 972H989H5786 [email protected]

9/13/13 FAM 2 Walsh Lisa Alex N $20.00 N 1355*Crockett*Dr Frisco 75033 469H579H4890 [email protected]

9/13/13 IND 1 Vanatta Kimberly N $10.00 N 4086*Forest*Park*Lane Frisco 75033 214H636H0504 [email protected]

9/13/13 IND 1 Dawson Stacy N $10.00 N 9310*Homestead*Ln Frisco* 75034 214H387H0662 [email protected]

40 $400.00


•  Maintain a copy of the following: o  Bylaws/Standing Rules o  List of board members who have completed

LOT/FLO and their dates of completion o  Records Retention Policy o  Conflict of Interest Policy o  Membership List o  Inventory of items owned by PTA

What am I besides “minute-taker?” •  Responsibilities:

o  Keep an accurate record of attendance at meetings

o  Correspondence

o  Give reports of the executive board at regular meetings

o  Vote, file motions, and nominate candidates (yes, the secretary may do all these things in a meeting!)

o  Distribute meeting agendas, minutes, notices at president’s request

o  Sit next to the president and read the minutes (if not distributed already)

o  Confirm quorum, count a rising vote, have ballots available

o  May NOT be a signer on the bank account

Okay, back to the minutes

•  What are minutes, exactly? o  A legal document recording what action

was taken

o  A record of the business of the PTA

•  What AREN’T minutes? o  NOT a report of who said what

o  NOT a summary of the discussion of others

o  NOT a record of personal opinions, especially your own

Anatomy of the minutes

•  Always report business in the order it occurred, even if it strays from the agenda.

•  If you record the minutes by hand, have a hard copy of the agenda for reference.

•  If you record the minutes on a computer, use a soft copy of the agenda as your guide.

Anatomy of the minutes •  Section One:

o  Type of meeting (regular, board, special)

o  Name of the organization

o  Date, time and location of meeting

o  Presence of president by name and secretary (or their substitutes)

o  Quorum established (if you omit this, the minutes are legally invalid)

!!

2013_09_17 Regular Meeting minutes 1

Frisco ISD Council of PTAs

Regular Meeting

September 17, 2013

The regular meeting of the Frisco ISD Council of PTAs was called to

order on September 17, 2013 at 10:03 a.m. at the FISD CTE

Center by President Susan Thomas, the secretary being present. A

quorum was established. A roster of members and guests present is attached hereto. Monica Jackson, Principal from Anderson Elementary, led the pledges. Susan Thomas reported that the minutes from the May 2013 regular meeting were approved by committee and filed for financial reconciliation. President’s Report

• Council board members were introduced. • FISD Council of PTAs received 2012-2013 Texas PTA gold awards for website, newsletter,

legislative action and outstanding PTA. • Local PTAs were recognized for 2012-2013 gold awards. • Council is still looking for a hospitality chair. • Council board adopted six goals for 2013-2014:

1. Develop and foster closer relationships with surrounding councils and units without a council.

2. Provide opportunities for local units to partner on programs, fundraising and other common activities.

3. Provide leadership training and support to all local units. 4. Develop and foster community awareness by participation in promoting healthy

lifestyles on FISD campuses. 5. Continue and develop TX PTA and Council sponsored and/or assisted projects such as

Reflections, Watch D.O.G.S., SAGE, Inclusiveness and Environmental. 6. Educate and empower FISD families and community to increase participation and

understanding of the legislative process.

Treasurer’s Report

Susan Baker presented the following: Beginning Balance (7/1/13) $ 0.00 Income $12,477.40 Expense ($2,760.80)


•  Section One (cont’d): o  Names of the members

present •  List names if fewer

than 20 •  Attach sign-in list if

more than 20 o  Opening Ceremonies o  How the minutes of the

previous meeting were approved

!!



Regular Meeting

September 17, 2013

The regular meeting of the Frisco ISD Council of PTAs was called to order on September 17, 2013 at 10:03 a.m. at the FISD CTE Center by President Susan Thomas, the secretary being present. A quorum was established.

A roster of members and guests present is attached hereto.

Monica Jackson, Principal from Anderson Elementary, led the

pledges.

Susan Thomas reported that the minutes from the May 2013

regular meeting were approved by committee and filed for

financial reconciliation. President’s Report







Reflections, Watch D.O.G.S., SAGE, Inclusiveness and Environmental. 6. Educate and empower FISD families and community to increase participation and

understanding of the legislative process.


Susan Baker presented the following: Beginning Balance (7/1/13) $ 0.00 Income $12,477.40


•  Section Two: o  Treasurer’s Report

•  Beginning balance •  Receipts/income •  Disbursements/

expenses •  Ending balance

o  The actual Treasurer’s Report need not be attached to the minutes as long as the above data is included.

!!



Regular Meeting

September 17, 2013

The regular meeting of the Frisco ISD Council of PTAs was called to order on September 17, 2013 at 10:03 a.m. at the FISD CTE Center by President Susan Thomas, the secretary being present. A quorum was established. A roster of members and guests present is attached hereto. Monica Jackson, Principal from Anderson Elementary, led the pledges. Susan Thomas reported that the minutes from the May 2013 regular meeting were approved by committee and filed for financial reconciliation.

Treasurer’s Report Susan Baker presented the following: Beginning Balance (7/1/13) $ 0.00 Income $12,477.40 Expense ($2,760.80) Ending Balance (9/15/13) $ 9,716.60 The financial report will be filed for financial reconciliation. President’s Report







Reflections, Watch D.O.G.S., SAGE, Inclusiveness and Environmental.


•  Section Three: o  Communications

•  Letters, notes, etc. may be read by the secretary

•  Section Four: o  Reports of Executive

Board and Committees

!!



Regular Meeting

September 17, 2013

The regular meeting of the Frisco ISD Council of PTAs was called to order on September 17, 2013 at

10:03 a.m. at the FISD CTE Center by President Susan Thomas, the secretary being present. A

quorum was established.

A roster of members and guests present is attached hereto.

Monica Jackson, Principal from Anderson Elementary, led the pledges.

Susan Thomas reported that the minutes from the May 2013 regular meeting were approved by

committee and filed for financial reconciliation.


Susan Baker presented the following:

Beginning Balance (7/1/13) $ 0.00

Income $12,477.40

Expense ($2,760.80)

Ending Balance (9/15/13) $ 9,716.60

The financial report will be filed for financial reconciliation.

President’s Report

• Council board members were introduced.

• FISD Council of PTAs received 2012-2013 Texas PTA gold awards

for website, newsletter, legislative action and outstanding PTA.

• Local PTAs were recognized for 2012-2013 gold awards.

• Council is still looking for a hospitality chair.

• Council board adopted six goals for 2013-2014:

1. Develop and foster closer relationships with surrounding

councils and units without a council.

2. Provide opportunities for local units to partner on

programs, fundraising and other common activities.

3. Provide leadership training and support to all local units.


•  Section Five: o  Unfinished Business o  New Business

!!


• Debbie Pasha will hold membership training on September 25th at 10:00 a.m. at the FISD Admin building; working on scheduling an evening session.

• Membership theme is BE PTA. Get the message out. • Many membership achievement awards don’t require applications. • PTA Connection Day is September 19th. • The Early Bird deadline is September 30th. • Local unit membership rosters are due to TX PTA by October 15th.

Environmental:

• Molly Kinson presented environmental goals: o Improve campus recycling o Support efforts of staff and students o Organize fall environmental events

• International Walk to School Day is October 9th. Molly ordered flag banners for schools to use on WTS days.

• Tricks and Treats reuse drive for the Frisco Humane Society is 14-25 of October. Special Committee Reports

Financial Reconciliation Committee:

• Lizeth LoCicero presented the 2012-2013 Financial Reconciliation report, attached hereto. • Debbie Pasha moved to accept the FRC report as read. The motion was seconded and

carried. Guest Speaker

• Patrice Dunn, FISD Parental Support Coordinator, spoke about communicating with parents, family engagement and parenting.

Unfinished Business Conflict of Interest Policy: • Kathy Mecom obtained remaining board member signatures

New Business Record Retention Policy: • Susan Thomas presented additions to Record Retention Policy:

o Bright PTA - two boxes of financial records to Council storage unit

o Council - additional records to storage unit • Anne McCausland moved to accept the changes to the RRP as

read. The motion was seconded and carried.


•  Section Six: o  Program Topic

•  The program is part of your meeting, so don’t adjourn until AFTER it’s over.

•  Chair can say, “The meeting will be adjourned at the conclusion of the program.

•  Secretary then notes the time for the minutes.


•  Section Seven: o  Time of adjournment o  Signature of secretary o  Space for approval date

and initials o  Names and signatures of

reviewers, if approved by committee

!!


• Debbie Pasha will hold membership training on September 25th at 10:00 a.m. at the FISD Admin building; working on scheduling an evening session.

• Membership theme is BE PTA. Get the message out. • Many membership achievement awards don’t require applications. • PTA Connection Day is September 19th. • The Early Bird deadline is September 30th. • Local unit membership rosters are due to TX PTA by October 15th.

Environmental:

• Molly Kinson presented environmental goals: o Improve campus recycling o Support efforts of staff and students o Organize fall environmental events

• International Walk to School Day is October 9th. Molly ordered flag banners for schools to use on WTS days.

• Tricks and Treats reuse drive for the Frisco Humane Society is 14-25 of October. Guest Speaker

• Patrice Dunn, FISD Parental Support Coordinator, spoke about communicating with parents, family engagement and parenting.

New Business Record Retention Policy:

• Susan Thomas presented additions to Record Retention Policy: o Bright PTA - two boxes of financial records to Council storage unit o Council - additional records to storage unit

• Anne McCausland moved to accept the changes to the RRP as read. The motion was seconded and carried.

Superintendent’s Report

Dr. Jeremy Lyon, FISD Superintendent, spoke about the state of the district. The meeting was adjourned at 11:23 a.m.

Kathy Mecom, Secretary

Approved on

(Secretary Initials)

Recording a Motion

•  Motions are recorded in the order they occur, even if it deviates from the agenda.

•  Each motion is recorded in a new paragraph. o  Name of the person who makes the motion o  The wording of the motion exactly as it was stated

“Sally Jones moved to approve the budget amendments as presented.”

Recording a Motion

•  Record that the motion was seconded. •  Do not include the name of the person who

seconded the motion.

“The motion was seconded.”

Recording a Motion

•  If a motion is amended during discussion and the amended motion passes, the amended motion then becomes the motion of record.

•  Do not record the original motion at all. •  If the amendment does not pass, it does not get

recorded.

“The motion was carried by voice vote.”

Approving the Minutes •  Minutes are approved by the body that created

them

•  Minutes are reviewed/corrected and approved at the beginning of the subsequent meeting after the call to order

•  Three ways to present minutes for review

o  Email draft copy to members prior to the next meeting

o  Distribute a hard copy at the meeting or post a soft copy on screen at the meeting for those present to read

o  Secretary stand and read the minutes aloud

Turning Scribbles into Minutes •  Create draft copy as soon as possible

o  Each page has “DRAFT” watermarked or written on it.

o  Submit to president for informal approval before distributing.

o  Distribute for review within a few days after meeting.

o  Errors that are reported in this early stage of review can be corrected without red markings as if the error never existed.

o  Once the minutes are presented to the body for approval just prior to or at the subsequent meeting, corrections must be marked in red.

After Minutes Are Approved •  Approved copy

o  Remove “DRAFT” from each page.

o  If there are corrections, make sure they are marked in red.

o  Sign as the secretary that you wrote the minutes.

o  Initial and date that the minutes have been approved.

o  If approved by committee, all reviewers sign and date.

Time For Binding •  Minutes must be bound in such a way that pages may

not be added or removed.

•  All pages must be numbered in sequential order.

•  Agendas are not required.

•  Board and regular meeting minutes should be bound separately.

•  Original FRC report should be bound with the minutes of the year in which it is approved.

•  Handouts and committee chair reports need not be included unless the minutes reference that they are attached.

Good vs. Great ~ a Quiz ~

1. A meeting of your entire PTA is called a:

a. regular meeting

b. general meeting


2. The proper wording for making a motion is:

a. “I make a motion to…”

b. “I motion to…”

c. “I move to…”


3. True or False: The person who seconds a motion should be recorded by name in the minutes.

a. True

b. False


4. Once they have been approved, minutes can be corrected only:

a. At the next meeting with a majority vote

b. Within 30 days by unanimous vote

c. At any subsequent meeting with a 2/3 vote

d. Never. Once they are approved, it’s too late.


5. True or False: Motions should be paraphrased in the minutes so as not to take up too much space.

a. True

b. False


6. Minutes from a board meeting may be approved:

a. At a subsequent board meeting

b. At a subsequent regular meeting

c. Either a or b


7. Which of the following is a correct use of capitalization:

a. “Mary Jones was elected President”

b. “Mary Jones was elected president”


8. How about in this instance:

a. “…at the home of President Mary Jones”

b. “…at the home of president Mary Jones”


9. What about capitalizing the name of your meeting:

a. “The next board meeting is…”

b. “The next Board meeting is…”

c. “The next Board Meeting is…”


10. Or the name of your board:

a. “The FISD Board of Directors…”

b. “The FISD board of directors…”

Questions & Contact Info

Kathy Mecom

FISD Council of PTAs Secretary

[email protected]

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