Annual Meetings, Board Meetings and Committee Meetings: Best Practices

2:15 PM - 3:30 PM - MEETING SUITE 1A

Are you confused about all these meetings? Too much paperwork bogging you down? These best practices are sure to ease your anxieties! Limiting distractions, staying on point, timed agendas and meeting preparation are just a few of the items in our circle.


  • Meeting notice requirements
  • Quorum requirements
  • Executive session
  • Proxies
  • Meeting minutes
  • Importance of a timed agenda
  • Meeting preparation
  • Roberts Rules of Order
  • Limiting distractions and staying on point


  • Chart of Types of Community Association Meetings and Corresponding Considerations for Each
  • Checklist for Proper Preparation for a Board or Committee Meeting
  • A Simple Overview of Parliamentary Procedures
  • Meeting Minutes: What They Should, and Should Not, Contain Article
  • Executive Session Discussion Checklist and Mechanics of Executive Session
  • Proxy Checklist
  • Dear Boards: Suck It Up and Be Transparent Article
  • Relevant Statutory Codes Applicable to Meetings, Voting and Proxies

SPEAKERS: Click here for speaker bios

  • Kathleen Panagis, Atty at Law, of Whiteford, Taylor & Preston, LLP
  • Tom Willis, AMS®, PCAM® of Association Bridge, LLC