New Chair and Treasurer Orientation 2020

Monday, August 10, 2020 at 10:30am | Zoom

Agenda

Welcome Materials
VIDEO LINK:
Welcome Remarks – Tina Green
State Bar and Executive Director Update – Trey Apffel

State Bar Master Calendar 2020-2021

Legislative
VIDEO LINK: Legislative Session, Keller and Sections Taking Positions – KaLyn Laney

Legal
VIDEO LINK: State Bar Legal Counsel: Bylaws, Board Policy Manual, Contracts, Open Meetings, Open Records, Section Membership Lists – Don Jones
PPT:  Legal Counsel
Public Information Act
Supreme Court State Bar Rules 2020
Board Policy – No Live Events or Staff Travel
Board Policy – No New Event Contracts til 2021
Board Policy – Electronic Voting and Virtual Meetings

Leadership
VIDEO LINK: New State Bar Board Policy Manual for Sections – Kathryn Murphy

PPT:  New State Bar Board Policy Manual for Sections
Board Advisor Assignments
SBOT Board of Directors 2020-2021
Section Reps to the Board 2020-2021
Board Roster with Preferred Email

Governing Documents
State Bar Policy Manual June 2020
.        Board Policy Manual – Sections Excerpt
State Bar Act (Govt Code Sect 81)
Strategic Plan FY 2020-2021

Tips for Section Chairs
VIDEO LINK: A Year in the Life of a Section Chair – Tina Green

PPT:  A Year in the Life of a Chair
Chair Calendar 2020-2021

Sections Department
VIDEO LINK: Hit the Ground Running: Working with the Sections Department – Tracy Nuckols

PPT: Hit the Ground Running
Sections Department Contact Info
Section Staff Assignments  (Who is Your Point Person in the Sections Dept)
What We Do for Sections
Annual Meeting June 2021 – Deadlines
Sample Master Calendar for a Section
Sample Reimbursement Policy (including Alcohol)
Sample Reserve Spend Down Policy

Section Finances and Treasurer Duties
VIDEO LINK: Sections Finances and Treasurer Duties – Sandra Carlson
VIDEO LINK: Section Finances and Treasurer Duties – Tracy Jarrett
PPT: Update: Financial Internal Controls, Policies, and Other Matters
Vendor Authorization for Electronic Payment
Sample Financial Policy – Uses State Bar Accounting
Sample Financial Policy – Partially Uses State Bar Accounting
Sample Financial Policy – Uses Own Bookkeeper
Completed Financial Policy – Partially Uses State Bar Accounting
Completed Financial Policy – Uses Own Bookkeeper

Eblasts & Newsletters
VIDEO LINK: Marketing Tips for Success: E-blasts & Newsletters – Natalie Myhra & Will Korn

PPT:  Eblast and Newsletters
Newsletter Samples

Records Retention
VIDEO LINK: Sections Records Retention 101 – Caitlin Bumford

PPT:  Records Retention 101
Records Retention Schedule
Records Disposition Log

Events
VIDEO LINK: Event Planning in a Pandemic: Council Meetings, CLEs, & Webinars – Lyndsay Smith
PPT:  Event Planning Timelines
Event Deadlines Tracker
Zoom Cheat Sheet
Zoom MEETING Safety Settings
Zoom WEBINAR Safety Settings


BONUS MATERIALS
:

Making Meetings Work
VIDEO LINK: Parliamentary Procedure – Audrey Moorehead
PPT: Tips for Running a Meeting
A Guide to Robert’s Rules of Order

MCLE Department
Accreditation and Information
.       Accreditation Standards Excerpt
Non-Accredited Topic List
Regulations as of Jan 1 2020
MCLE Accreditation Fees
MCLE Application Sample (online only, paper applications no longer accepted)

Research & Statistics
State Bar Full Statistical Profile
Diversity Statistical Profile
Women Statistical Profile
Last Year’s Section Membership Numbers JULY 2019
This Year’s Section Membership Numbers JULY 2020
Sample Section Demographic Report

Membership Department
Member Benefits
Member Application – General 2020-2021
Member Application – New Lawyers 2020-2021
Member Application – Law Students 2020-2021

Legal Access Division
Sample Grant Application
Sample Grant Criteria
Sample Internship Application
Sample Scholarship Application

Additional Information
TexasBarCLE – Section Benefits
TYLA at a Glance
Texas Bar Journal 2020 Advertising Media Kit