Bringing together the best in class professionals to guide association boards
The Association Advisory Roundtable convenes insurance, legal, construction, and management professionals in service of educating and empowering community boards.
The Association Advisory Roundtable is an advisory group for Condominium and Homeowners Association Board Members of communities located in Southwest Florida. We bring together best in class professionals in the Insurance, Property Management, Legal, and Construction industries.
We seek to educate and inform association boards with timely information related to all aspects of board and association management. In service of our mission, we host educational events both in-person and online with the aim of demystifying the ever-changing and complicated world of board management.
Coverage guidance, claims management, and risk mitigation strategies to protect your community and board members.
Board authority, governance best practices, and legal protection during emergencies and routine operations.
Restoration expertise, contractor vetting, permitting guidance, and realistic timelines for community recovery.
Operational planning, vendor relationships, records management, and resident communication strategies.
Five community association industry professionals, representing banking, community association management, construction, insurance, and legal services, share the trends, developments, and key issues shaping their fields right now. Sheila M. Lee, CAM, Senior Vice President and Association Lending banker at Bank OZK, joins the full AAR panel to add the banking perspective. The program closes with a ten-minute question and answer session over lunch at the Sarasota Yacht Club. There is no cost to attend.
AAR founding members Nathan Frazier, Esq. and Brian Bowles, Esq., managing partners of Frazier & Bowles Attorneys at Law, brought the budget planning program online. They walked through what an attorney looks for in an association budget, where boards most often run into trouble, and how to close out the year on solid footing, then took attendees' questions over Zoom.
AAR founding member Nathan Frazier, Esq., founder of Frazier & Bowles Attorneys at Law, walked through what an attorney looks for in an association budget, where boards most often run into trouble, and how to close out the year on solid footing. One hour, interactive, and built around attendees' questions over breakfast at the Sarasota Yacht Club.
Florida State Representative James Buchanan joined Matthew Mercier of CBIZ Insurance Services for an interactive update on past, current, and anticipated Florida community association legislation, looking ahead to the 2027 session. Hosted by CBIZ Insurance Services as part of its ten-year monthly seminar series.
The panel brought the Sarasota program to St. Petersburg. Section 718, the part of Florida law that governs condominium associations, touches almost everything a board handles, from governance records to structural reserves to EV charging. The full panel broke it down over lunch and took questions.
Association law is not a "do it yourself" endeavor. Laws are complicated and always changing. Our "Ask an Attorney" webinar gave attendees the chance to ask questions in an informative, low-pressure environment. Attorney Nathan Frazier is a partner at Frazier & Bowles and specializes in Association Law.
Section 718 touches everything from governance documentation, to SIRS reports, to EV charging stations. That's a lot. Our breakfast panel broke it down with legal, property management, construction, and insurance professionals.
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