Financial Reconciliation Committee

A financial reconciliation reviews all financial transactions to ensure that expenditures are properly documented and conform with the approved budget and the PTA’s governing documents.

A financial reconciliation is required, at least annually, at the end of the fiscal year. The review should also be performed:

Financial Reconciliation Committees

Resources

For more Financial Reconciliation information and forms visit TX PTA Financial Reconciliation page at  https://www.txpta.org/financial-reconciliation .


There's a training for that! 

There are actually 2 trainings for this. There is a training for the treasurer on how to prepare for the Financial Reconciliation (usually in April). The second training is for Financial Reconciliation committee members and goes through the process (usually in May). Check the NECPTA Google Calendar to see specifics