Expertise. Education. Excellence.

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.

Our Mission

Who We Are

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.

What We Do

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.

Our Panelists

Insurance

Coverage guidance, claims management, and risk mitigation strategies to protect your community and board members.

Legal

Board authority, governance best practices, and legal protection during emergencies and routine operations.

Construction

Restoration expertise, contractor vetting, permitting guidance, and realistic timelines for community recovery.

Property Management

Operational planning, vendor relationships, records management, and resident communication strategies.

Upcoming Events

Wednesday, August 12, 2026

Florida Legislative Update

In-person

Florida State Representative James Buchanan joins 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. Breakfast is provided and there is no cost to attend.

Format: In-person (breakfast provided)
Duration: Registration and breakfast from 8:00 AM; program from 8:30 AM to 9:30 AM
Location: Sarasota Yacht Club
Featured Speaker: Florida State Representative James Buchanan
Hosted By: CBIZ Insurance Services
Date: Wednesday, August 12, 2026

Past Events

Friday, July 24, 2026

Demystifying Section 718

In-person

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.

Format: In-person (lunch provided)
Duration: Registration and lunch at 11:30 AM; program from 12:00 PM to 1:00 PM
Location: St. Petersburg Yacht Club
Panelists: CBIZ Insurance Services, Frazier & Bowles Attorneys at Law, CMG Management Partners, Seacoast Building & Design
Date: Friday, July 24, 2026
This event has concluded
Wednesday, July 15, 2026

Ask an Attorney

Online

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.

Format: Webinar
Duration: Event ran from Noon to 1 PM
Location: Online
Panelist: Nathan Frazier, Frazier & Bowles Attorneys at Law
Date: Wednesday, July 15, 2026
This event has concluded
Friday, July 10, 2026

Demystifying Section 718

In-person

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.

Format: In-person (breakfast provided)
Duration: Registration at 8:00 AM; program from 8:30 AM to 10:00 AM
Location: Sarasota Yacht Club
Panelists: CBIZ Insurance Services, Frazier & Bowles Attorneys at Law, CMG Management Partners, Seacoast Building & Design
Date: Friday, July 10, 2026
This event has concluded

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