Show Me the Money!: The Art of Annual Sponsorships – Oct. 24, 2019, Noon – 1 p.m. EST
Click here to view the webinar flyer.
Sample documents, useful materials to assist voluntary bar leaders in managing and leading a voluntary bar
Judicial Assistant’s Luncheon Script – Brevard County Association for Women Lawyers
A script recognizing the Judicial Assistants, General Magistrate Assistants and Hearing Officer Assistants at a special event.
Letter of Award Nomination – Tampa Hispanic Bar Assn.
A letter to nominate an attorney for Outstanding Lawyer Award.
Oath of Office – Brevard County Association for Women Lawyers
A scripted oath for installation of officers of local women lawyer’s association.
Oath of Office – Manatee County Bar Assn.
A scripted oath for installation of officers of local bar association.
Gala Script – Coral Gables Bar Association
A script for the recognition of officers, board members and award winners for a local bar. Includes Oath of Office administered by local judge.
Gala – FINAL Announcement – Tampa Hispanic Bar Association
A promotion flyer of an event held annually by a specialty bar.
Judicial Investiture and Retirements Policy – Martin County Bar Assn.
A policy that outlines eligibility of contributions for judicial investitures, disbursements, amounts, reciprocal contributions with other voluntary bars, sponsorships, etc.
Address-Label-Order-Form – St. Pete Bar Assn.
A written policy on the sale of address labels, including restrictions of use and signature requirements.
Attaining and Retaining Sponsors
A PowerPoint presentation from the 2017 breakout session led by Seth Price. Includes tips on technology use for maximum visibility.
Budget – Tampa Hispanic Bar Assn.
A sample operating budget for a non-staffed voluntary bar.
Budget Report Social Events – Orange County Bar Assn.
A sample of spreadsheets for a variety of social events where non-dues income is generated.
Budget Worksheet – Marion County Bar Assn.
A simple operating budget for a non-staffed voluntary bar.
Check Request and Reimbursement Form – Orange County Bar Assn.
How to realize a year of magic for your small bar utilizing a shoe-string budget and limited human resources
Idea generating list to help Bar officers of a non-staffed voluntary bar know when and how to do what.
Practical techniques on how to successfully secure financial sponsors for your bar association and how to connect with the business world and make your association and its members valuable to the business community.
Request for Petty Cash Form – Orange County Bar Assn.
Tax, Regulatory & Financial Management
Includes information on filing deadlines, reporting, and record retention.
E-Blast Announcement Policy_St. Pete Bar Association
Summary of what qualifies for member email blast announcements
Magazine Ad Rate Sheet_St. Pete Bar Bar Association
Advertising rate sheet, deadlines and other important information on association magazine publication. Also includes description and prices of classified ads and announcements.
Magazine Editorial Guidelines_St. Pete Bar Association
Includes statement of purpose, editorial approval, deadlines, feature article requirements, stylistic considerations, etc.
Mayor Proclamation_Tampa Hispanic Bar Assn.
A proclamation from the Tampa Mayor recognizing the 10th Anniversary of the Tampa Hispanic Bar Association’s Annual Scholarship Gala Dinner.
Media Relations Policy_Orange County Bar Association
Designates a spokesperson for media questions/inquiries and a secondary person to speak on behalf of the association. Prohibits employees or board members to serve in this capacity unless directed to do so by the President.
Photography Contract_Lake County Bar Association
Specialty contract for photographer and related services on behalf of Association. Includes restrictions on use.
President’s message_Tampa Hispanic Bar Assn.
A sample president’s message for a specific event.
Public Relations Committee Description_Broward Women Lawyers
Goals, objectives and action items for a public relations and social media committee.
The Briefs Magazine Ad Rates_Orange County Bar Association
Advertising rates for a monthly publication. Includes rates, size specifications and deadlines.
Website Committee Description_Broward Women Lawyers
Goals, objectives and action items for a website committee.
Power Point Presentations:
These resources will show you how to maintain business continuity for your association and your members.
Call to Action Diversity Summit (Miami-Dade)
The Florida Bar Voluntary Bar Association Diversity Leadership Grants
This grant program supports local and specialty bar initiatives that encourage diversity and inclusion.
Cultural Competency – Broward County Bar Assn.
Promotion flyer on a CLE to promote the ability to understand, communicate with and effectively interact with people across cultures.
Diversity Scholarship – Lake County Bar Assn.
High School graduating senior scholarship description with eligibility requirements, application process, letters of reference and selection process.
Faces in the Law Diversity – St. Petersburg Bar Association
An initiative to improve diversity awareness and inclusion. The mission of the project is to expand the concept of diversity. The boards are used as a traveling exhibit to area schools to teach students about diversity and encourage children from all backgrounds to consider a law career.
Women Leaders Flyer – Broward County Bar Assn.
A promotional flyer celebrating a Women Leaders in the Law event.
Women Leaders in the Law Committee Goals – Broward Women Lawyers Assn.
Goals, objectives and Action Items to coordinate and implement Women Leaders in the Law events.
Women’s History Celebration Script – Brevard County Women Lawyers Assn.
A script for a voluntary bar association introducing speakers on Gender Bias in the Law.
- President’s Checklist
- Officer – Secretary Checklist
- Officer – Treasurer Checklist
- Board of Director Member Checklist
A Few Tips on Starting a Voluntary Bar Association
Registration and filing information; determining IRS tax status; opportunity to register with The Florida Bar
Articles of Incorporation – Jacksonville Bar Assn.
Original scanned articles of incorporation
Association Handbook – Martin County Bar Assn.
A guide for all functions, responsibilities and interactions of the Executive Board (Board), committees, potential committees and general membership. Useful for all size voluntary bars.
Association Handbook Addendum – Martin County Bar Assn.
Excellent summary of guidelines for officers and board members. Includes financial review and reporting, and event release form.
Board Agenda – Coral Gables Bar Assn.
An example of a small bar board agenda.
Bylaws – Bay County Bar Assn.
Guidelines for a local, smaller voluntary bar.
Bylaws – Coral Gables Bar Assn.
Guidelines for membership, meetings, dues, fees, elections, officers, board, nominations, committees, amendments of a local, medium size bar.
Bylaws – FAWL
Guidelines for statewide women’s organization. Includes Amicus Curiae Brief requests/rules.
Bylaws – Florida Family Law American Inn of Court
Guidelines for membership, includes restrictions on the number of members and required attendance.
Bylaws – Indian River County Association of Criminal Defense Lawyers
Guidelines for small, local, specialty bar.
Bylaws – Jacksonville Bar Assn.
Guidelines for the Board, officers and membership.
Bylaws – Tampa Hispanic Bar Assn.
Guidelines for a 501(c)3 small corporation to promote the interest of lawyers of a Hispanic origin or descent. Includes language on Indemnification that can apply to all Board members or officers or an organization regardless of size.
Bylaws and Committee Descriptions – Broward FAWL
Guidelines governing the purpose, membership, dues, meetings, board, management, finances, elections and committee structure of a local, specialty bar.
Bylaws Committee – Broward FAWL
Describes the objectives, goals and action items of a medium size specialty bar bylaws committee.
Committee Preference Form – Broward FAWL
A form listing all committees with member opportunities to volunteer. Template can be used for all size bars.
Committees and Responsibilities – Broward FAWL
Complete packet of goals, objectives and action items for all committees within a local, specialty bar association.
Employee Dress Code – Orange County Bar Assn.
Document provides appropriate and inappropriate office attire for employees of a staffed bar.
Handbook 2018 – The Florida Family Law American Inn of Court
A document to acquaint members with the history, purpose, organization and activities of a local, specialty bar.
Proposed Bylaws – Brevard FAWL
Good detail on officer positions. Includes a non-discrimination/ADA policy for venue selection and provides for reasonable accommodation if needed.
Revised Bylaws – Marion County Bar Assn.
Good road map for small, local bars that may not have formal committees.
Rules and Regulations – Jacksonville Bar Assn.
Detailed policies, procedures, rules and regulations
Sample Board Member Notice of Absence Letter
A letter highlighting attendance requirements and violations for excessive absences.
2018 Healthy Hour Most Creative Event – Florida Trial Court Staff Attorneys Association
2018 Healthy Hour Most Well Attended Winner – St. Petersburg Bar Association
Event: Membership Luncheon – “Law Firm Success vs. Wellness” – St. Petersburg Bar Association
Promotion flyer on luncheon event featuring wellness initiatives in a law firm
Event: Membership Meeting – “Permission to Create Wellness” – St. Petersburg Bar Association
Promotion flyer on luncheon addressing substance use and the mental health of lawyers
Event: Stetson Clinic Roundtable – “Wellness Warriors Creating a Cultural Shift” – St. Petersburg Bar Association
Promotion flyer on creating a cultural shift to recognizing wellness and implementing change in your environment
Event: Volleyball Flyer
Promotion flyer on fun volleyball event to improve health and wellness of lawyers
Happy Healthy Holistic Attorneys Flyer – St. Petersburg Bar Association
A one page summary on wellness focused luncheons implemented by local bar association
Joint bar event to encourage healthy living with prevention, postvention and resource expo
Mindfulness & Wellness Committee
Committee objectives and goals that encourage members to prioritize their health, mindfulness practices, and work/life balance
Tea Tasting Event Flyer
Promotion flyer about the history, variety of teas, steeping techniques, and the many health/wellness benefits
55 Ways to Increase Your Productivity and Get More Done in Less Time An informative keynote presentation from a past Voluntary Bar Leaders Conference. · Nora Riva Bergman, J.D., practice advisor, Atticus, Inc.
Association 101 — Everything You Want To Know About Bar Leadership
An informative presentation on Board Basics, Board Orientation, Board Meetings from a past Voluntary Bar Leaders Conference.
· Nora Riva Bergman, J.D., practice advisor, Atticus, Inc.
Common pitfalls to avoid as bar leader
An informative list of resources to assist bar leaders in avoiding common mistakes.
· Ginger Boyd, Past President, Okaloosa and Walton County Bar Association
· Jamie Billotte Moses, Past President, Orange County Bar Association
· Francine Walker, Staff, The Florida Bar
Essential Tools for Bar Leaders
A list of publications and events available from ABA on Bar leadership training, etc.
How to Pass the Torch
A presentation on effective continuity and long term planning for bar associations.
· E. Ashley Hardee, Esq., Past President of the Florida Council of Bar Association Presidents; Past President of the Brevard County Bar Association; Past President of the Florida Trial Court Staff Attorneys Association
Keynote – Don’t Be a Duffer
A presentation on essential skills for building a championship team.
· Nora Riva Bergman, J.D., practice advisor, Atticus, Inc.,
Martin County Bar Association Handbook
This handbook specifies, describes and communicates the requirements, responsibilities, policies, and procedures necessary to operate an Association (Corporation). It is also a guide for all functions, responsibilities and interactions of the Executive Board (Board), committees, potential committees and general membership.
Marion County Bar Association Legal Aid Fund
This document describes an agreement between the Community Foundation and Marion County Bar Association to hold and administer a designated agency endowment fund.
Recommended Reading to ensure the continued success of Florida’s lawyers in the 21st century
A recommended reading list addressing the continuing success of Florida’s lawyers in the 21st century.
· Ramón A. Abadin, 2016-16 Florida Bar President
Setting Achievable Goals Voluntary Bar Leaders
A handout on goal setting with a success story on how effective goal setting can be.
· Jeff Doran, Voluntary Bar Staff Liaison, The Florida Bar
Top Ten Ways to Make the Magic Happen Through Your Leadership
The session from a past Voluntary Bar Leaders Conference, addresses communication, behaviors and relationships that can lead to a magical outcome for bar leaders.
· Debbie Lundberg, Presenting Powerfully
Understanding Association Fundamentals
An informative presentation on Board Basics, Board Orientation, Board Meetings from a past Voluntary Bar Leaders Conference.
· Nora Riva Bergman, J.D., practice advisor, Atticus, Inc.
Voluntary Bar Leaders Association’s Guide to Florida Bar Committee Appointments
A presentation on best practices for working with a consultant to complement the day-to-day responsibilities of voluntary bar associations and move your organization to the next level.
· Joann Gore, Tallahassee Bar Association Executive Director
· Lisa M. Tipton APR, PR Florida Inc. – Public Relations and Marketing Consultant
When You Can’t Clone Yourself
Tallahassee Bar Association and The Florida Bar Solo & Small Firm Section
Young Lawyers on Center Stage
A presentation related to issues of young lawyers and voluntary bars
· Christian George, YLD President-elect
· Zack Zuroweste, YLD President· Shane Smith
Young Lawyers Division take-a-ways
A one-page summary of YLD benefits and opportunities for lawyer involvement
Ask a Lawyer Flyer – Orange County Bar Assn.
Promotional event flyer on a question and answer session hosted by attorneys experienced in estate planning/probate law and family law.
CafeConLeche – Tampa Hispanic Bar Assn.
Promotional event flyer on hosted coffee for judiciary and members of local specialty bar.
Room Rental Brochure – Orange County Bar Assn.
Information flyer about rental space availability, including fees, at local bar association offices
Salsa Flyer – Tampa Hipanic Bar Assn.
Information flyer on joint fundraising event with other bars
Dues Invoice – St. Lucie County Bar Assn.
Sample of dues amounts for voluntary bar association members. Includes breakdown of Certifications to further identify member law practice specialty areas.
Dues Notice – Martin County Bar Assn.
Sample of dues notice for voluntary bar association members describing categories of membership and what each membership includes.
March Mania Flyer – FAWL
A membership recruitment promotional flyer for the Florida Association for Women Lawyers.
Membership Application – Tampa Hispanic Bar Assn.
An application with information opportunities for prospective members. Includes Area(s) of Practice/Interest.
Membership Application – Walton County Bar Assn.
An application for membership in a small non-staffed bar association.
Membership Committee Goals – Broward Women Lawyers Assn.
Includes goals, objectives and action items for membership recruitment and retention
Membership Recruitment Infographic – Orlando County Bar Asson.
Helpful tips and graphics on increasing membership revenue
This page provides sample policies, useful articles, and statistics to allow small bar leaders to keep the plates spinning.
Scholarship Application – Tampa Hispanic Bar Assn.
Criteria, process and deadline for applying for a law student scholarship.
Scholarship Dinner Program – Tampa Hispanic Bar Assn.
Includes program schedule, recognition of VIP’s, speakers, scholarship recipients for annual dinner
Scholarship Gala Task Tracker and Budget – Tampa Hispanic Bar Assn.
Includes an excel spreadsheet of tasks, budget items related to hosting a scholarship event
Gala Sponsorship Form-Tampa Hispanic Bar Assn.
Includes information page, benefits page and commitment form for small bar hosted community event.
Installation Sponsorship Levels
Includes range and related benefits for sponsorship opportunities.
Mental Health Sponsorship Form – Broward County Bar Assn.
Includes sponsorship opportunities, ranges, benefits that can be applied to any event.
Scholarship Law Firm Challenge – Walton County Bar Assn.
A letter and sponsor challenge to begin a scholarship fund. Also provides a partnership opportunity with Take Stock in Children, a not-for-profit that identifies and fully vets students to determine who is financially and academically qualified for assistance.
Sponsorship-Advertising Information – Martin County Bar Assn
Includes a wide variety of opportunities for individuals, businesses and other organizations interested in offering services to bar members through events, publications and other local bar activities.
Sponsorship Solicitation Letter – Brevard County Women Lawyers Assn.
Ready to use form with sponsorship information that can be completed online.
Sponsorship Information and Commitment Form – Walton County Bar Assn.
Includes sponsor categories, benefits and agreement form used by a small bar
Sponsorship Levels – Orange County Bar Assn.
Includes sponsor categories and benefits for single event used by a large bar.
Sponsor Solicitation Letter – Brevard County Assoc. for Women Lawyers
Includes annual sponsor solicitation opportunities and single event options for local bar. Also includes sponsorship agreement in PDF fillable format.
Thank you Letters to Sponsors – Judicial Reception-Coral Gables
Sponsor acknowledgement after the event.
Women in Leadership Sponsorship Form – Broward County Bar Assn.
Single event sponsor opportunities.
The materials presented in this Clearinghouse represent general information provided by leaders of voluntary bars in Florida. The information is intended as an education resource to assist in developing informed and skilled volunteer leaders.
“Voluntary” Bars are private organizations independent of and not affiliated with The Florida Bar. Any reference to a local or voluntary bar association does not imply any state bar control, endorsement or recommendation on any of the documents or organizations represented.