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Board Best Practices

Is your board portal a fit – stay or switch?

Recently, we got frustrated with our help desk software. Meetings were held where we talked about how these two or three things about the software were so frustrating! There may have been fists pounded on tables, and suddenly we were off googling alternate solutions – of which there are many. Fast-forward three weeks and we’ve done two other product trials, and a 1-hour training session with support folks for our current software.
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Board Best Practices

DIY board portal: what could go wrong?

Our team at Aprio talks to a lot of people about board management software. One question that often comes up is build vs. buy: whether adding onto an in-house system such as Microsoft® SharePoint® can support your board meeting management needs. After all, board materials are content, and content collaboration systems are built for content. Right? Not really. SharePoint works well for sharing files, especially with internal company employees. The challenge with
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Board Best Practices

What credit union directors should look for in a board portal

With our thanks, we rebroadcast this blog by respected board governance advisor Kevin Smith, Publisher and Consultant at TEAM Resources. This blog post does not represent an endorsement of Aprio’s board portal. Recently I had the opportunity to spend some time with a 100+ credit union board members and volunteers thanks to Terri Murphy and the New York Credit Union Association. During a discussion of best practices the use of board portals
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Board Best Practices

Secret sauce? Why credit unions really choose Aprio

Credit unions make up the largest market that Aprio serves. Every year our board portal is chosen by more and more credit unions, and we love it because we make a great fit. Our own board members ask us about this trend. When there are many board portals out there that seem to promise similar things, why do so many credit unions choose Aprio? Is it a special feature? Is it pricing?
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Company News

New mobile app for Aprio board portal

Mobile devices are on the rise among board members. They’re convenient when you’re on the go and offer quick access when you’re in a meeting. We’ve just released a new mobile app for Aprio that makes it easier than ever to review, communicate and prepare for board meetings – anywhere, anytime. Whether you’re using iOS, Android or Microsoft Windows, the Aprio app will now let you: Participate in discussions Access polls and
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Board Best Practices

Game changer competencies make progressive boards

With our thanks, we rebroadcast this blog by respected thought-leader Deedee Myers, CEO of DDJ Myers, which offers strategic planning support, succession planning, leadership development and board support to financial organizations. Boards across the industry realize that the levels of engagement and competencies of the past will not satisfy the future needs of the organization. The change they are seeking will not be satisfied with just a new assessment, tool, or technique;
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Company News

Aprio expands customer service team, continues focus on customer loyalty

VANCOUVER, BC – March 13, 2018 – Aprio Inc., Canada’s most trusted provider of board portal software, continues its focus on customer loyalty with expansion of its customer service team in Toronto, Ontario, and enhanced in-product help resources. The growth in Ontario gives Aprio’s Canadian team a national presence and offers customers across North America dedicated training and reliable, round-the-clock support. Aprio provides 24/7/365 service and free training to all users of the
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Board Best Practices

Three security threats to your board material

Cybersecurity has always been top-of-mind for IT departments, and these days, it’s an increasingly important issue for boards as well. Gartner estimates that by 2020, virtually all large enterprises will need to report annually to their board of directors on cybersecurity and technology risk, and this timeline seems conservative. It will likely be a standard requirement much sooner. With this increased focus on security, what about security of board information itself? Board
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