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Case Studies

BlueShore Financial case study – how to best run a credit union board

Credit unions that seek to be more efficient are constantly looking for new ways to get the most from their team’s talent and time capacity. For some, board meetings and managing board communication is one pit of wasted time, paper consumption and sunk costs on couriers. A board portal like Aprio offers valuable wins to credit unions: Instant updates to board members on meeting dates and information updates A one-stop location for
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Ian Warner May 16, 2016
Company News

You picked a winner

It’s always feels good to be on the winning team. Sometime we get that rush when we select software, and whew it works great when we first login! But what about a year or two down the road? How do you know you are still with the winner? Aprio can be a little understated about what we’re up to so we thought it would be good to share an update to let
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Ian Warner April 25, 2016
Central 1's Annual Conference
Company News

Visit Aprio at Central 1’s Annual Conference, April 28-30

A major event for Canada’s credit unions is Central 1’s 2016 Conference, which is being held April 28-30, 2016 at the Westin Harbour Castle in Toronto. Credit unions are a core focus for Aprio so two of our team will be there: Ian Warner, President & CEO and Karen Peacey, Director, Customer Relations. This year’s event aims to explore what sets credit unions apart – their values and unique services and manners of
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Karen Peacey April 14, 2016
Product Updates and Tips

Aprio Boardroom – Windows app now available

Our customers are a key voice in how best to evolve Aprio’s board portal alongside our own ambitions for innovation. Word got out that our iPad and Android apps are a great convenience for board directors and executives. Microsoft Windows users asked for their own app and now they have the same powerful capabilities. We delivered, the Aprio Windows app offers: Access to board documents from anywhere Security – any document downloaded
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Karen Peacey April 11, 2016
Product Updates and Tips

Aprio or Dropbox? Here’s why “free” has its drawbacks

The word “free” always looks nice, but the sad truth is you often get what you pay for. If you’re considering Dropbox, Google Drive or another file-sharing site platform to store and share your board materials, you may want to think twice. Implementing a board portal has some solid benefits that can help you achieve the good governance you want. Limited functionality Dropbox and other file sharing sites allow you to do
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Karen Peacey February 24, 2016
Product Updates and Tips

Top board portal IT concerns addressed

This is for everyone in IT: we completely get it. It’s natural that when you’re asked to adopt new technology, you want to tread carefully. You have concerns. There’s a lot to consider, and a lot that can affect your day-to-day if things go sideways. We talk a lot at Aprio about making an application that’s easy for people to use. We include IT in that pledge, and your top concerns are
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Karen Peacey February 24, 2016
Board Best Practices

Tales from the boardroom

We like to think of the start of the year as an opportunity to start fresh — to take all our experiences, including mistakes, from the year before and learn from them. We know what you’re thinking, What do you mean, mistakes? Well, we’re all human, right? Even if some of us (you) have super-human abilities. You know those moments when someone says, “One day, I’ll look back on this and laugh”?
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Karen Peacey January 4, 2016
Board Best Practices

Five ways to keep board materials secure

Sharing information between directors is essential for any board. But sharing it safely — well, for a lot of organizations that’s another matter altogether. A recent report from Thomson Reuters suggests many organizations struggle with keeping their information secure, and may not even be aware of the implications for their organization should sensitive information be leaked. As we close out the year, we thought we’d offer some tips for making sure security
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Ian Warner December 15, 2015

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