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Board Best Practices

Secure board portals prove helpful in mergers, disasters and beyond

This is in an excerpt of a blog originally published by CU Management and was authored by contributing writer, Richard H Gamble, freelance writer and member of Bellco Credit Union. Portions have been shortened for length. When Raychem and Tyco merged in 2016, CUES member Christine L. Petro was involved in merging the two credit unions the companies had sponsored.  “There were a lot of decisions to make that required board approval,”
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CUES May 6, 2019
Microscope
Board Best Practices

PACE credit union ousted CEO is a cautionary tale on board oversight

The news story about PACE Savings & Credit Union former chief executive officer making a secret loan without disclosing it to the board is a cautionary tale reminding Canadian credit unions to uphold a culture of transparency at the board, even if the CEO has served for 28 years. DICO, which insures deposits at credit unions in Ontario, took corrective action with PACE. In September 2018, DICO placed PACE Savings & Credit
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Ian Warner May 1, 2019
Good Governance for All Awards
Company News

Nominate a not-for-profit to win Aprio for free in 2019

Today, we are thrilled to launch our 2019 Good Governance for All Awards. The award recognizes an admired not-for-profit by providing them with Aprio board portal software at no charge for three years. Now in its fourth year, past awards went to InspireHealth, a supportive cancer care organization, the Canadian Mental Health Association Saskatchewan Division and Canuck Place Children’s Hospice. Customers of Aprio and members of CUES are invited to nominate an
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Ian Warner April 22, 2019
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Board Best Practices

How finding and closing the gaps in your board will drive engagement

We’re grateful to have collaborated with Peter Myers of DDJ Myers to write this post. There’s a particular concern we hear expressed over and over from CEOs, board chairs and executives. It doesn’t matter how big or small the board is, they all say the same thing: to satisfy the organization’s strategic ambitions, boards need to elevate their game. At best, only two or three of the board members are consistently engaged.
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Ian Warner April 16, 2019
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Board Portal Evaluation

Comparing your board portal software options: what to ask before you buy

Most boards have the same goals when it comes to increasing efficiency. They want to streamline their meetings, reach consensus easily, and keep data secure. They want to cut down the work it takes for administrators to prepare for meetings, which often means ditching email and Dropbox in favour of an end-to-end digital solution. Board portal software can help you accomplish these goals, but not all the options on the market are
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Dee Sicklesteel April 2, 2019
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Product Updates and Tips

3-step annotations make meeting prep easy in Aprio

Are you frustrated with leaving notes on paper behind at office or on home office desk? Nervous about asking the board chair pre-meeting questions over unsecured email? Wish you could solicit some perspective from other directors on your notes before gathering around the board table? Well, you’re not alone. Your needs are similar to thousands of others who now use Aprio annotations to digitally take notes so they are always with you
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Karen Peacey March 26, 2019
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Company News

2019 Aprio webinars for admins & directors – save the dates!

Hello Aprio users – we value every one of you and offer training to help your board run with the utmost efficiency. One big way that we do that is with quick 1-hour webinars. Aprio hears everyday that our board portal is intuitive and easy-to-use – that’s great! As we continue to enhance the Aprio board portal, we also encourage users to stay curious about new features and core features you may
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Karen Peacey March 14, 2019
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Security

HIPAA compliance at Aprio

Explore how Aprio’s board portal aligns with HIPAA compliance, safeguarding data for healthcare entities seeking robust protection.
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Ian Warner March 13, 2019

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