Use California State PTA’s calendar of important dates and deadlines as a guide for your PTA year. Check with your council/district for local due dates and the latest details, additions, and updates.
July
- Confirm all officer contact information is in myPTEZ
- Review bylaws
- Units, councils and districts review annually and submit through channels every five years.
- Prepare year-end financial reports
- As soon as the June bank statement is reconciled
- Prepare year-end financial review
- As soon as the June bank statement is reconciled. Learn more at toolkit.capta.org/financial-review-procedure-and-recommendations.
- Update leaders in e-membership system
- When elected or appointed
- Update bank and check signer information as needed at the bank and update bank owner in electronic membership platform
- Join the Leadership Services platform every first Thursday of the month at 7:00 P.M. for Lessons with Leadership.
August
- Begin membership campaign
- Visit the Membership Toolbox for PTA leaders for tools and resources.
- Upload completed compliance documents to electronic filing system
- Current fiscal year budget
- End of year financial review for prior year
- Financial report (budget to actuals for prior year)
- Begin membership campaign
- Remit memberships through channels
- Watch for annual insurance premium amount at capta.org/insurance
- Thursday, August 21 – Join the Reflections Kick-Off Training (for Unit Leaders) to gain valuable tools, tips, and resources to help you facilitate the Reflections Art Program at your school.
Register Now (10:00am) Register Now (7:00pm)
- Thursday, August 28 – Join the Reflections Committee for the Virtual Reflections Form Training (for Unit Leaders) to become a Google form expert and ask any questions your school might have about the program
Register Now (10:00am) Register Now (7:00pm)
- Join the California State PTA Fall Resolution Webinar (TBA) to learn about California State PTA Resolutions and how your unit, council or district could create a resolution to bring forward at Convention
September
- Thursday, September 4 – Join the Scholarships and Grants Fall Webinar at 6:00pm to learn more about our scholarship and grant opportunities.
- National PTA Reflections theme search entries
- Continue membership campaign
- Check website for new incentives and membership challenges coming soon
- Remit per capita membership dues
- Thursday, September 18 – Join the Judging Reflections Training (for Unit Leaders) to learn everything you need to know about virtual judging and passing your art to the next round of competition.
Register Now (10:00am) Register Now (7:00pm)
- Wednesday, September 24 – Join the 2025 Annual Insurance Webinar with AIM at 6:00pm to learn more about the PTA insurance program.
October
- Insurance payment window opens with AIM
- Ready, Set, Remit due October 30th
- Ensure that 30 members or more are remitted through channels and received by the State Office no later than October 30th
- Continue membership campaign
- Check website for new incentives and membership challenges coming soon
- Remit per capita membership dues
November
- National PTA Reflections theme search entries
- Draft resolutions
- Tax forms submitted to:
- IRS
- Franchise Tax Board (FTB)
- Attorney General’s Registry of Charitable and Fundraisers (AG/RCT)
- Due 5th month following the end of your PTA’s fiscal year (FYE). For PTAs with FYE of June 30, the due date is November 15. Check your bylaws for your fiscal year!
- Continue membership campaign
- Remit per capita membership dues
December
- Minimum per capita membership (15) due to remain in good standing
- Insurance premium due to Association Insurance Management (AIM) via their website
Save the Dates for 2026
2026 California State PTA Legislation Conference
February 2-3, 2026 | Sacramento, CA
California State PTA is a leading voice for all children and families. We’re excited to offer you an inspiring legislation conference to support our PTA advocacy work at all levels of the organization. Save the date now and plan to attend this highly informative and engaging event! All PTA members are welcome. Visit our Legislation Conference page for more information.
California State PTA Convention 2026
May 1-3, 2026 | Fresno, CA
Get ready, PTA leaders – history is in the making!
For the first time ever, the California State PTA Convention is coming to Fresno – in the heart of California! Join us May 1-3, 2026 for an energizing weekend packed with workshops, advocacy training, networking, and a whole lot of fun. This is your chance to connect with passionate volunteers from every corner of our state, build new skills, and help drive positive change for all California children and families.
Let’s make history together in Fresno! Visit our Convention page to learn more.