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Board Best Practices

Board meeting voting protocol: everything directors need to know

The voting procedures of board directors determine how they make decisions. A board of directors makes vital decisions that will affect the organization’s future. Therefore, board voting procedures must be accurate, efficient, transparent, and secure so that these decisions can be trusted. The voting process for decisions begins when a board member makes a motion. A motion is simply a statement of a proposed action. Making and approving a motion involves various steps,
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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. As with any other board, their primary duties are strategizing and overseeing activities.
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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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