Tools, info, documents and help you need to successfully manage your local membership and effectively coordinate membership organizing campaigns.
2022 CTA Presidents Handbook Handouts
Part 1 CTA Structure and Guiding Principles
- Together We Belong T Chart
- Local Success
- Local Structure
- CTA Organizational, Governance, and Staff Services Structures
- Know the Rules
- Important Deadlines and Calendaring
- Roberts Rules of Order (Simplified)
Part 2 New Presidents Survival Guide
- Checklist: Preparing for the Presidency
- Skills and Knowledge Checklist
- How to Make Your Chapter’s Voice Heard
Part 3 President As Lead Organizer
- CTA’s Constant Organizing Goals
- Service vs Involvement
- Strategic Choices Framework
- Goal/Project Tracking Sheet
- Goal/Project Tracking Sheet landscape
- Our Local Union Strength Assessment
- Action Planning
- Chapter Leader-Manager Style Questionnaire
- Five Whys
- Ten Questions to Ask During the Planning Process
- Membership Growth and Maintenance Campaign Questionnaire
- Dozen Criteria for Effective Meetings
Part 4 Building Your Team – Distributive Leadership
- Checklist: Team Coordination
- Chapter Organizational Communication Chart
- Association Roles, Relationships, and Responsibilities
Part 5 Resources
The Treasurer’s duties include the fiduciary responsibility to insure that proper internal controls are in place. Internal controls refer to a system of financial checks and balances designed to provide accurate data and protect the financial resources of an organization.
You are responsible for the receipt and disbursement of all funds for your affiliate. Duties include the financial management and accurate accounting of all funds, including dues, fees, rents and payroll, if applicable. You will also collect membership dues, maintain records on all Local/CTA/NEA members, verify dues status and categories, and, if applicable, forward CTA and NEA dues and fees to the CTA Membership Accounting Department in a timely manner.
Treasurer’s Handbook 2021-2022
PERB Report and Tax Information Returns
- Financial Report Required by PERB
- Sample PERB Reports
- 2021 IRS and FTB Forms Memo – due 1/15/22
- CTA Group Exemption List
Member Expense Reimbursement
- IRS Auto Mileage Change Information
- IRS Auto Mileage Change Information effective 7/1/2022
- 2022 Member Expense Statement Form effective 1/1/2022 to 6/30/2022
- 2022 Member Expense Statement Form effective 7/1/2022 to 12/31/2022
- 2021 Member Expense Statement Form
Member Engagement Grants
- Member Engagement Grant Project Guidelines
- Member Engagement Grant Application Form
- Member Engagement Grant Narrative Summary Form
Treasurer’s Sample Policies
Local Treasurer Training
- Treasurer’s Training Schedule
- 2021-22 Recorded Sessions (1.5 hours per session):
- Password to recording links: Treasurers2021
- Session 1: New Treasurers – Where do I Start?
- Session 2: Best Practices, Budgeting & Financial Reporting
- Session 3: PERB, IRS, and Other Regulatory Requirements