New Chairs and Treasurers Orientation 2019

Orientation Materials:

Welcome Packet:

00 Agenda

00 Reimbursement Form

00 State Bar Master Calendar

VIDEO SEGMENT ONE

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

VIDEO SEGMENT TWO

00:00 Treasurer’s Update — Sandra Carlson

23:30 Records Retention — Caitlyn Bumford

VIDEO SEGMENT THREE

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

VIDEO SEGMENT FOUR

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

05 Section Treasurer Guide

Records Retention

06 Records Disposition Log

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 – Model Bylaws

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 – Chair Calendar

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

13 MCLE – Regulations

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