New Officer Orientation 2023

Friday, August 18, 2023 at 9am-noon Central Time  |  Zoom

(Executive, Legal, Governance)
(Annual Meeting & Marketing, Accounting & Finance)
(Chair Info, Eblasts & Newsletters, Council Meetings & CLEs, Sections Dept. Info)

Executive Director’s Page
State Bar Master Calendar 2023-2024
Board Advisor Assignments
Board of Directors & Section Reps to the Board 2023-2024

Legal & Governing Documents
PPT: Legal Counsel
Public Information Act
Supreme Court State Bar Rules DEC 2022
State Bar Policy Manual JAN 2023
Board Policy Manual – Sections Excerpt
State Bar Act (Govt Code Sect 81) SEP 2021
Strategic Plan FY 2023-2028
Sample Bylaws

Bar & Bar Related Litigation
Mandatory Bar Challenges Quick Facts Page
McDonald v Firth & Related Timeline
5th Circuit Opinion

Annual Meeting & TBJ Ad
Annual Meeting June 2024 – Deadlines
Texas Bar Journal 2023 Advertising Media Kit

Section Finances and Treasurer Duties
PPT: Treasurer Orientation 2023-2024
Section Treasurer Guide 2023-2024
Vendor Authorization for Electronic Payment

Financial Policies & Procedures
Sections Financial Internal Controls Policy
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
Sample Reimbursement Policy (including Alcohol)
Sample Reserve Spend Down Policy

Parliamentary Procedure and How to Run a Meeting
PPT: Making Meetings Work 2023
Guide to Meeting Rules of Order 2023

A Year in the Life of a Section Chair
PPT:  A Year in the Life of a Chair
Chair Calendar 2023-2024
Sample Master Calendars for a Section (REPTL & Litigation)

Eblasts & Newsletters
PPT:  Eblasts and Newsletters
Newsletter Samples

Sections Department
PPT: Hit the Ground Running
Sections Department Contact Info
Section Staff Assignments  (Who is Your Point Person in the Sections Dept.)
Event Planner Checklists
Zoom CLE Requirements


MCLE Department
Accreditation and Information
Accreditation Standards Excerpt
Non-Accredited Topic List
Regulations as of Jan 1 2020
MCLE Guide for Bias Courses
MCLE Accreditation Fees

Research & Statistics
State Bar Full Statistical Profile 2023
Minority Statistical Profile 2023
Women Statistical Profile 2023
Section Membership Numbers MAY 2019 (pre-covid)
Section Membership Numbers MAY 2022 (last year)
Section Membership Numbers MAY 2023 (current year)
Sample Section Demographic Report

Membership Department
Member Benefits
Member Application – General 2023-2024
Member Application – New Attorneys 2023-2024
Member Application – Law Students 2023-2024