Monday, August 10, 2020 at 10:30am | Zoom
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
2020-21 Section Treasurer Guide
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