Board Codes of Conduct & The Consequence of Violations

As attorneys and professional parliamentarians, Carole Albright and I advise many associations across the country, including some of the largest and most complex. Our work frequently involves helping with governance documents, meetings, and disciplinary matters. In the past decade, we’ve seen a noticeable increase in questions related to board “codes of conduct” (or “codes of ethics”) which tend to fall into two categories: Without turning this into a Parliamentary Law 301 course, we have some general observations. But because no single article can address every type of association, under all state laws, whether incorporated or not, across all industries, these … Continue reading

Know Before You Go to the Mic: Using Points and Requests Correctly

Each year, Carole Albright—also an attorney and Professional Registered Parliamentarian—and I attend numerous conventions, annual meetings, and representative assemblies. Lately, we’ve noticed two major changes in these gatherings: members are more engaged at these meetings than ever, and there seems to have been a generational shift in who’s attending. Since the pandemic, many seasoned delegates familiar with parliamentary procedure are no longer present. In their place are newer, often younger members—enthusiastic, but sometimes unfamiliar with the more formal meeting rules necessary in larger groups following Robert’s Rules of Order (or some version of “Sturgis” or the AIP Standard Code). This … Continue reading

Proper Use of “Friendly Amendments” During Meetings

At meetings conducted under parliamentary procedure, you may hear references to a “friendly amendment.” Despite how common the term has become, Robert’s Rules of Order barely addresses the concept—and did not mention “friendly amendments” at all until the 10th Edition, published in 2000. The current Robert’s describes a friendly amendment as “an amendment offered by someone who is in sympathy with the purposes of the main motion, in the belief that the amendment will either improve the statement or effect of the main motion, presumably to the satisfaction of its maker, or will increase the chances of the main motion’s … Continue reading

“Robert’s Rules of Order Fast Track” Now Available on Audible!

If you enjoy audiobooks and spoken word content, you’ll be pleased to know that Robert’s Rules of Order Fast Track is now available on Audible! Published by DK Penguin Random House, the Fast Track guide is your go-to resource for running efficient and effective meetings. Designed for both newcomers and seasoned leaders, it provides clear, practical insights into the most commonly used motions, simplified procedures for smaller boards, and strategies to keep meetings productive and on track. The book was an Amazon “Hot New Release” and is a Publisher’s Weekly “Editor’s Pick.” Audible, the largest audiobook producer and retailer in the U.S. … Continue reading

Podium, Lectern, Dais: What’s the Difference?

As Parliamentarians, my law partner Carole Albright and I often find ourselves on stage assisting with the organization and procedure of meetings. In that setting, we frequently hear people use the terms podium, lectern, and dais interchangeably. In reality, they refer to distinct objects with specific purposes. While these are not exclusively parliamentary terms, understanding their proper usage helps maintain clarity. I once heard association staff ask the AV professionals to bring in a “podium” when a “lectern” was needed. Using the correct terms can both prevent confusion as well as show professionalism. Let’s break down the differences between the … Continue reading

The Importance of a Tellers’ Report in Documenting Votes Under Robert’s Rules of Order

Most managers, board member and attorneys in the community association industry have found themselves dealing with a hotly contested vote or election. Sometimes the end of voting is just the start of further challenges, with bickering over who voted, how they voted, and who really won. An effective way to document and report on voting outcomes is through a tellers’ report. If you don’t regularly peruse your copy of Robert’s Rules, you may not know what this is, so this blog will tell you what a tellers’ report is, how to prepare one, and what it can do for your … Continue reading

Do Committee Recommendations Require a Second?

Recently, I’ve been tackling some common procedural myths—those phrases and practices you often encounter in meetings but aren’t necessarily accurate. If you’d like to explore some recent examples, check out these posts: One phrase frequently heard in meetings, particularly board meetings, is: “Because the motion is from a committee, it doesn’t need a second.” But is this actually true? Let’s unpack it. Setting the Record StraightFirst, let’s address the stakes: Regardless of your approach, the parliamentary police won’t show up at your meeting. That said, a presiding officer demonstrates leadership by using proper parliamentary phrasing, which helps maintain professionalism and … Continue reading

“The Language of Meetings” Grammar Girl Podcast

“The Grammar Girl” (Mignon Fogarty) has an award-winning podcast that is also one of the longest running — almost 20 years! She is an author of numerous books as well as a New York Times bestselling author on writing tips. Her Grammar Girl Quick and Dirty Tips for Better Writing is a five-time winner of “Best Education Podcast.” In this episode, she has me on to discuss the meaning of and interesting history of some words associated with meetings, including To find “The Language of Meetings” episode, visit The Grammar Girl Podcast or search “Grammar Girl” wherever you get your … Continue reading

Voting Platforms for Nonprofits, HOAs, and Other Organizations

Our firm’s attorneys serve as parliamentarians for many of the largest trade and professional associations as well as counsel to many hundreds of community associations (HOA and condominium associations). Given this extensive experience, we are frequently asked to advise on electronic and online voting platforms. These days, deliberative bodies often rely on electronic voting systems to conduct elections and facilitate decision-making, especially when it would be impractical or costly for members to gather in person. Digital voting platforms streamline this process by providing secure, efficient, and user-friendly tools that ensure votes are conducted fairly and transparently. Voting platforms generally fall … Continue reading

Are You Handling Your Consent Calendar Right?

The Consent Calendar A recent trend, particularly among governmental bodies and REALTOR® organizations, is to include a category of business on the agenda known as the Consent Calendar or Consent Agenda (or sometimes called a Unanimous Consent Agenda). The purpose of this category, which is often near the beginning of the meeting, is to handle all noncontroversial items at one time. For instance, a Consent Calendar heading might be placed in the order of business near the beginning of the meeting and include on it the approval of the minutes. Other routine, administrative matters that are approved at each meeting … Continue reading

Why Are Our HOA/Condo Bylaws So Bad?

The HOA/condo attorneys at Law Firm Carolinas are regularly asked to create or to amend association bylaws. On any given day, different attorneys are working on edits or even complete rewrites of association bylaws. Before getting into why that is so often necessary, let’s make sure we’re all on the same page. Here are the governing documents most all associations have (or need to have): With that background as to the different documents, let’s focus again on why bylaws so often don’t seem well crafted for a community association. The primary reason we are so often asked to assist with … Continue reading

Why Wait till After the Meeting to Write Meeting Minutes?

Whether following Robert’s Rules of Order Newly Revised or standard parliamentary practices, meeting minutes tend to be fairly short. That’s because minutes are not supposed to be a record of what members SAID at a meeting, but what was done. (See A Minute on Meeting Minutes or this Minutes Outline) But if compiling the minutes after a meeting is still bothersome, there are ways to move much of the effort to before the meeting. (If you wonder how you can describe what happened at the meeting PRIOR to the meeting, stay with me.) Meeting Minutes Template Minutes are fairly formulaic. … Continue reading

There Is No “Next Order of Business”

The humorist Will Rogers once said “It isn’t what we don’t know that gives us trouble, it’s what we know that ain’t so.” I’ve shared several recent articles (Why the Chair Never Asks for Old Business and Banish the Phrase “I So Move” from Meetings) on what meeting attendees are certain SHOULD be done, but “it just ain’t so.” One phrase you often hear in meetings is the chair making reference to the “next order of business,” as in “The next order of business is . . . .” As suggested by the name, the “order of business” is the … Continue reading

Banish the Phrase “I So Move” from Meetings

A prior article examined Why the Chair Never Asks for Old Business. Let’s take a look at another phrase that’s used too often in meetings when it should be avoided–“I so move.” Sometimes at a board or membership meeting following the remarks of a member or a committee report, the speaker or another member will say “So moved!” or “I so move.” For only 2 or 3 words, few phrases can lead a business meeting into more confusion and trouble. For organizations that follow Robert’s Rules of Order Newly Revised (12th Edition), the phrase “I so move” only appears once. And that’s in … Continue reading

CAI’s Common Ground Article on Jim Slaughter

The most recent Common Ground from the Community Associations Institute includes an interview with Law Firm Carolinas’ partner Jim Slaughter following his Don Buck Award recognition. The article includes Jim’s thoughts on proposed HOA/condo legislation, what Board members and owners often forget about community associations, and the need for Board members and homeowners who appreciate their associations to better communicate that message.  The one-page article can be found at https://lsc-pagepro.mydigitalpublication.com/publication/?m=20613&i=819074&p=62&ver=html5.

Who Was Robert and Why Do his Rules Rule?

Originally appeared as Who Was Robert and Why Do his Rules Rule? from the May 23, 2023 Presbyterian Outlook. As an attorney and professional parliamentarian, I’m sometimes asked, “Who was Robert and why do his rules rule?” It’s a timely question. Henry Martyn Robert, the original author of Robert’ Rule of Order, died 100 years ago on May 11, 1923. Since that time, versions of his parliamentary manual have come to dominate meetings. While other parliamentary manuals are available, Robert’s Rules of Order is the 800-pound gorilla of the parliamentary world. It is the most popular and easiest-to-locate book on meeting procedure. Most … Continue reading

Jim Slaughter Receives Lifetime Contribution Award for Association Work

Law Firm Carolinas’ partner Jim Slaughter received the Don Buck Lifetime Contribution Award at the recent 2024 Community Association Law Seminar in Las Vegas. The award recognizes attorneys who have demonstrated exceptional commitment to the community association industry. Jim is a past President of the national College of Community Association Lawyers as well as the North Carolina Chapter of the Community Associations Institute. He has written four books on association meeting procedure, including the recent Robert’s Rules of Order Fast Track. Here’s a recent announcement from the Community Associations Institute on the Award. Jim Slaughter presented with the Don Buck … Continue reading

Why the Chair Never Asks “Is There Any Old Business?” (HINT: Because There’s No Such Thing)

At some point in some board meeting, you’re like to hear a presiding officer ask, “Is there any Old Business?” and wait for a reply. It’s intended as an opportunity for members to raise issue that were addressed at an earlier meeting. The problem with this question is twofold: THERE’S NO SUCH THING AS “OLD BUSINESS“ Whether your parliamentary authority is Robert’s Rules of Order Newly Revised (12th Edition) or some other parliamentary manual, there’s no category of business named “Old Business.” The proper term for business that carries over from the prior meeting is “Unfinished Business.” The difference is … Continue reading

Taylor Swift and Robert’s Rules?

What do Taylor Swift and Robert’s Rules of Order have in common? Likely not much. However, both were highlighted in the “Top Ten 2023 Outlook Stories” from The Presbyterian Outlook, the magazine of the Presbyterian Church (USA). “What Taylor Swift’s Eras Tour Taught Me about Church” made the list. So did “Who Was Robert and Why Do His Rules Rule?” If you’re curious, the list and full articles can be found at Top 10 Outlook Stories of 2023. Want to learn more about Robert’s Rules of Order and proper meeting procedure? Then check out my two most recent books! Both … Continue reading

New Release: AIP Standard Code of Parliamentary Procedure, SECOND Edition

If your organization follows The Standard Code of Parliamentary Procedure (often referred to as “Sturgis”), or the AIP Standard Code of Parliamentary Procedure, or you simply want to learn more about parliamentary practices at meetings, there’s a new book to check out: the American Institute of Parliamentarians Standard Code of Parliamentary Procedure, Second Edition. Stay with me here for some necessary background– Originally by Alice Sturgis, The Standard Code of Parliamentary Procedure was first released in 1950 as a simpler alternative to the Robert’s Rules of Order of its time. The Standard Code had fewer motions, updated archaic terms, modernized … Continue reading