New Officer Orientation 2024

Monday, August 26, 2024 at 10:30am – 2:15pm Central Time  |  Texas Law Center, Austin (in-person only)

AGENDA

Welcome  
Executive Director’s Page
State Bar Master Calendar 2024-2025
Board Advisor Assignments
Board of Directors & Section Reps to the Board 2024-2025

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

Legal & Governing Documents
PPT: Legal Counsel
Public Information Act
Supreme Court State Bar Rules DEC 2022
State Bar Policy Manual APR 2024
Board Policy Manual – Sections Excerpt
State Bar Act (Govt Code Sect 81) SEP 2023
Strategic Plan FY 2023-2028
Sample Bylaws
Comm Review: 4 Things to Know
Comm Review Tips

Eblasts & Newsletters
PPT:  Eblasts and Newsletters
Newsletter Samples

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

Research & Statistics
State Bar Full Statistical Profile 2024
Section Membership Numbers AUG 2024
Section Membership Numbers MAY 2024

Texas Young Lawyers Association
TYLA.org

Annual Meeting & TBJ Advertising
Annual Meeting June 2025 – Deadlines
Texas Bar Journal 2024 Advertising Media Kit

Section Finances and Treasurer Duties
PPT: Treasurer Orientation 2024-2025
Section Treasurer Guide 2024-2025
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

Event Planning
PPT: What Things Should Cost
PPT: Event Timelines
Zoom CLE Requirements

Sections Department
PPT: Sections Guide to a Successful Year
Sections Department Contact Info
Section Staff Assignments  (Who is Your Point Person in the Sections Dept.)

BONUS MATERIALS:

MCLE Department
Accreditation and Information
Accreditation Standards Excerpt
Non-Accredited Topic List
Regulations as of DEC 2022
MCLE Guide for Bias Courses
MCLE Accreditation Fees

Membership Department
Member Benefits Website
Member Benefits Flyer
Member Application – General 2024-2025
Member Application – New Attorneys 2024-2025
Member Application – Law Students 2024-2025