Label P LB J20

Treasurer: Woodcote Primary School

Snjezana Cormack, Woodcote Primary School, Coulsdon, Surrey (1,200 pupils)

Your PTA

  • How many people are there on your committee? 6 members
  • How long have you been Chair? 3 years
  • When is your busiest time of year? November and December are very busy, because we have our winter fayre, plus other events.
  • When is your quietest time of year? January and February are quiet, as this is after Christmas and people don't have the energy or the money!

Tips and advice

  • What's the best piece of advice you received before taking on the role? I did not have any advice - I was just given the paperwork to sort it out.
  • What advice will you pass on to your successor? Keep up-to-date and on top of all the paperwork.
  • What do you wish you'd known before becoming the Treasurer? It is a very rewarding, but it does take a quite of bit of the time to sort money and paperwork out.
  • What have you personally gained from being Treasurer? It has been an interesting experience working with the school administration.
  • What is the best thing about being Treasurer on the PTA? You get to meet other parents and teachers, and work together to obtain extra money school needs.
  • What do you think makes a good PTA Treasurer? I am a people person, easy to approach and easy to talk to. I listen to people, and I think all of these are useful characteristics in my role. I also work for a bank so I'm used to handling money.

Challenges in the role

  • What challenges do you face? Trying to get people to help at events is difficult, as not many parents seem to want to get involved. I work Saturdays, so sometimes it is hard for me to get the day off to organise all the finances on the day.
  • What is the most daunting task you have undertaken? Taking over from the previous Treasurer and sorting out all the signatories with the bank was quite daunting.

Handling money at events

  • What are your responsibilities during bigger events, like the summer fair? First of all I have to organise the floats, and make sure each stall has enough change. I then collect the money at the end of the event and bank it all as soon as possible.
  • How do you go about obtaining and distributing the floats for each stall at a big event? I normally have a box for each stall with the stall name on it and the amount given.
  • What is your process for counting at the end of events? We try to count it with two people present, or the person holding the stall will count it and I will double-check when I get home.
  • What are the logistics behind taking cash from an event to the bank? This is a hard one, as we cannot keep money in the school safe. I or the other member of the PTFA will take it home. I am very nervous about it, but there is no other option. The money is banked as soon as the bank opens.

Making and receiving payments

  • How does the school go about requesting funds? At our PTFA meetings, a school representative lets us know what the school needs and then we have a vote. Sometimes, if it's urgent, we vote via email.
  • How do you go about giving money to the school? The school gives us an invoice and we pay by cheque.
  • Do you use online banking? We don't, as we have two people to sign on the account.

Stepping down

  • How long do you intend on being Treasurer for the PTA? I will be in the role until the end of this academic year.
  • How long did you plan on being Treasurer when you started, and has this changed since taking on the role? For one year, though I've been there for much longer than expected!
  • Did you shadow the previous Treasurer before taking on the role? No, I was just handed the paperwork.
  • Do you intend on having your successor shadow you in the role, before you step down? Hopefully. I am willing to help new Treasurer with any queries and with setting up all the new signatures with the bank.

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