Orientation Materials:
Welcome Packet:
00:00 Introduction of Chairs
00:16 Executive Director Update — Trey Apffel
26:53 A Year in the Life of a Section Chair — Tina Green
46:00 Annual Meeting & Texas Bar Journal — Susan Brennan
56:00 Legislative and Other Section Positions — KaLyn Laney
00:00 Treasurer’s Update — Sandra Carlson
23:30 Records Retention — Caitlyn Bumford
00:00 Making Meetings Work: Using Parliamentary Procedure — Audrey Moorehead
23:30 State Bar Legal Counsel: Bylaws, Board Policy Manual Contracts, Open Meetings, Open Records & Section Membership Lists — Don Jones
00:00 Meeting Planning: CLEs, Retreats and Council Meetings — Lyndsay Smith
14:00 How to Hit the Ground Running: Working with the Sections Department
State Bar Governing Documents
01 Governance – State Bar Act (Govt Code Sect 81) 2019
01 Governance – State Bar Policy Manual June 2019
01 Governance – State Bar Rules 06.2018
01 Governance – Strategic Plan FY 2020-2021
Important Information for Chairs
02 A Sample Section Master Calendar
02 A Year in the Life of a Chair PPT
State Bar Leadership
02 Leadership – Board Advisors Assignments
02 Leadership – Board of Directors Roster
02 Leadership – Section Reps to the Board 19-20
2020 Annual Meeting – Hilton Anatole Dallas
03 Annual Meeting Deadlines 2020
Texas Bar Journal Advertising
03 Bar Journal Media & Advertising Kit
Important Information for Treasurers
05 2019-2020 Best Practices for Treasurers
Records Retention
06 SBOT Records Retention Schedule_2017
06 Records Retention 101 PowerPoint
Making Your Meeting Work
07 Roberts Rules – Guide to Meeting Rules of Order
07 Making Meetings Work – PowerPoint
State Bar Legal Department
08 Legal – Public Information Act Notice & Contact Info
08 Legal – Bylaws, Board Policy, Contracts & Privacy PowerPoint
Meetings and CLE Planning
09 Meeting Planning – CLE Deadlines Tracker (excel)
09 Meeting Planning – Event Planning Timeline in a Perfect World
The Sections Department
10 Sections – Hit the Ground Running – Working with the Sections Department
10 Sections – Sections Department Contact Info
10 Sections – Staff Assignment
10 Sections – Eblast Sample CLE Reg
10 Sections – Eblast Sample Join or Renew
10 Sections – Eblast Sample Newsletter
10 Sections – Eblast Sample Simple NL Chair Mssg
10 Sections – Sample Reimbursement Policy (plus Alcohol)
10 Sections – Sample Reserve Spend Down Policy
Research, Analysis and Statistics
11 Research – July 2019 Membership Numbers
11 Research – Last Year End Membership Numbers
11 Research – Minority Statistical Profile
11 Research – State Bar Full Statistical Profile
11 Research – Women Statistical Profile
11 Research – Sample Demographic Report
Access to Justice for Sections
12 ATJ – Sample Grant Application
12 ATJ – Sample Grant Criteria
12 ATJ – Sample Internship Application
12 ATJ – Sample Scholarship Application
MCLE Accreditation
13 MCLE – Accreditation and Information
13 MCLE – Accreditation Standards
13 MCLE – Application (Sample. paper apps no longer accepted)
13 MCLE – Non Accredited Topic List
TexasBarCLE
14 TexasBarCLE – What We Do for Sections
Young Lawyers
15 Young Lawyers – TYLA at a Glance
15 Young Lawyers – Law Students Member APP 19-20
15 Young Lawyers – New Lawyers 19-20 Member App
Member Benefits
15 Member Benefits for State Bar Members