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Board Best Practices

Everything you need to know about board portals for nonprofits

Despite their fundamentally different missions, nonprofit organizations share a wide range of responsibilities that corporate boards do. In fact, given their nature, nonprofit boards may have a few additional responsibilities.  A nonprofit’s board of directors is responsible for managing the organization’s finances, compliance, and decision-making processes. Board members have legal responsibilities as part of their role on the board. Understanding how to structure your nonprofit board is fundamental to ensuring these responsibilities
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Case Studies

Case study – Interview with FMAA on why switch from Diligent to Aprio?

Often at contract renewal time, board administrators are asked to reassess their board management software to prove it is still a best fit. Is the board portal software in use the best value? Does it provide the vital functionality needed? Do directors like to use it? These are common questions addressed. Recently our service team took a moment to talk with a new Aprio customer that made the switch from Diligent. We
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Board Best Practices

How to close a board meeting 

Running a board meeting can be demanding. Whether you are the board chair trying to keep the meeting on schedule and draw in disengaged directors, or the board administrator consumed with the responsibility of creating board books, board meetings involve many carefully managed parts.  This guide simplifies wrapping up a successful board meeting by breaking it down into four easy steps plus helpful bonus tips when dealing with unfinished business. What do
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Meridian Credit Union branch
Case Studies

Case study – Meridian re-evaluates modern board technology

How can a credit union select the best modern technology to increase the efficiency of board and committee meetings and improve services to its board? That’s the question Meridian Credit Union was examining after first evaluating board portal software nine years ago. Even though Meridian had just earned a Governance Professionals of Canada EGA award for Best Approach to Achieving Effective Board and Committee Operations, which included accolades for how effectively the
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