Recording of the “MyPTEZ Made Simpler” Webinar Now Available

Whether you are new to MyPTEZ (formerly PTAEZ), the online accounting system for PTAs, or an experienced user looking for more information, you’ll want to review the recording of the “MyPTEZ Made Simpler” webinar, which took place Tuesday, August 25.

CSM, the creator of MyPTEZ, and members of the Leadership Services Commission went over both the basics of MyPTEZ and more advanced topics, including:

  • Deposits and check writing
  • Reporting options
  • Bank reconciliations
  • Uploading documents
  • Accounting for income from third-party systems like PayPal or Square
  • Handling fees related to donations

Click the following link to watch a recording of the webinar: https://vimeo.com/588522236

To view the presentation slides, click here.

To learn more about MyPTEZ, click here.

PTA Leadership Town Hall Webinar: May 5

California State PTA president Celia Jaffe and members of the Board of Directors and leadership team held a town hall webinar on May 5 where they offered important information and answered your questions about how to handle PTA business and functions during the coronavirus epidemic.

If you want to watch a recording of the webinar, click here.

If you want to download and view the PowerPoint presentation, click here.

If you want answers to frequently asked questions that we were not able to get to during the webinar, click here for general FAQs, here for communications FAQs, here for membership FAQs, here for parliamentary issues, and here for financial issues.

LCAP Training Webinar

Attend our LCAP webinar and learn about the latest changes to the Local Control Funding Formula (LCFF)-Local Control and Accountability Plan (LCAP) template and how you can directly impact your child’s education, school, and school district.

Date and time: TBD – This webinar has been postponed due to the coronavirus outbreak. Please stay tuned for reschedule date.