Board Meeting Management

Productive Meetings That Drive Real Results

Running an effective board meeting requires more than just setting a date—it takes structure, documentation, and legal awareness. PMI SouthBay provides end-to-end board meeting support for commercial associations, ensuring every session is focused, compliant, and action-oriented.

We help boards save time, make informed decisions, and stay on track with proper documentation and reporting.

What We Handle:

• Meeting Scheduling & Notices

  We coordinate with board members to schedule meetings and send official notices in accordance with your governing documents.

• Agenda Creation

  Our team prepares detailed agendas aligned with your association’s priorities, pending issues, and legal compliance needs.

• Professional Meeting Minutes

  We record accurate, neutral minutes during each session and ensure they are finalized and archived properly.

• Board Packet Preparation

  We compile all necessary financials, violation reports, vendor proposals, and correspondence in advance so board members come prepared.

• Legal & Procedural Compliance

  We help your meetings stay compliant with state laws and your bylaws—reducing legal risks and improving transparency.
  From quarterly meetings to special sessions, PMI SouthBay helps your board lead with clarity and confidence.

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Ready to streamline your board meetings? Call 510.403.1035
ceo@pmisouthbay.com | Trusted support for Santa Clara’s commercial associations

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