Friday, August 18, 2023 at 9am-noon Central Time | Zoom
AGENDA
RECORDING – Part 1 (Executive, Legal, Governance)
RECORDING – Part 2 (Annual Meeting & Marketing, Accounting & Finance)
RECORDING – Part 3 (Chair Info, Eblasts & Newsletters, Council Meetings & CLEs, Sections Dept. Info)
Welcome
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
BONUS MATERIALS:
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