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Entity Management Overview and Minute Book Deep Dive

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This is a complimentary recording: A superior entity management system can centralize your corporate data, enhance collaboration within your organization, and, above all, automate and simplify your company’s corporate governance activities. But if you haven’t seen one in use, it can be hard to fully appreciate the benefits it can bring to your everyday work.
Now’s your chance. Consider this complimentary event your all-access pass to the award-winning* CSC Entity ManagementSM solution. We’ll provide an overview of CSC Entity Management and take a deep dive into the application for a closer look at the ability to manage minute books and documents. From document storage, and folder structure, to searching, and document security, CSC Entity Management has it all.

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Entity Management Overview and Minute Book Deep Dive

  1. 1. Entity Management Overview and Minute Book Deep Dive Entity Management Powered By
  2. 2. David Jefferis David is Sales Engineer for Compliance and Governance Services at CSC. With CSC for over 9 years, he has significant experience providing training, implementation, and consultative services to CSC’s Entity Management clients. David’s technology background includes Internet and data center/web hosting product management experience. John Oliver John is a Market Director for Compliance Services, with CSC’s Corporate and Legal Solutions Group. He has been with CSC for 6 years. Since joining CSC, John has worked directly with companies ranging in size and complexity from the entrepreneur to the Fortune 500. His primary responsibility is to develop the strategy that simplifies the often complex world of compliance and governance for customers. Captains
  3. 3. Agenda  What is Entity Management?  Why Implement an Entity Management Solution?  CSC Entity Management Services Defined  CSC’s Demonstration  Question and Answer Session
  4. 4. What is Entity Management?
  5. 5.  Managing and keeping your organization in compliance with the numerous international, federal, state, and local requirements
  6. 6.  Managing and keeping your organization in compliance with the numerous international, federal, state, and local requirements  Managing data, documents, compliance, communication, collaboration and reporting for all of your company’s subsidiaries
  7. 7.  Lack of visibility  Information in silos  Bottlenecks  Manual updating  Creating reports Common pitfalls faced by organizations without an entity management application
  8. 8. Centralization Automation SecurityReportingCollaboration Why Implement an Entity Management System
  9. 9. Centralization Automation SecurityReportingCollaboration Why Implement an Entity Management System
  10. 10. Centralization Automation SecurityReportingCollaboration Why Implement an Entity Management System
  11. 11. Centralization Automation SecurityReportingCollaboration Why Implement an Entity Management System
  12. 12. Centralization Automation SecurityReportingCollaboration Why Implement an Entity Management System
  13. 13. Centralization Automation SecurityReportingCollaboration Why Implement an Entity Management System
  14. 14. CSC Entity Management Services Defined
  15. 15. CSC registered agent clients receive the benefits associated with CSCNavigator, CSC’s unified legal and compliance portfolio management system. BENEFITS INCLUDE: CSC Registered Agent Services Auto-Population of Entity Data & Documents Forms Library & Resources Compliance Calendar Dynamic Status Updates
  16. 16. CSC registered agent clients receive the benefits associated with CSCNavigator, CSC’s unified legal and compliance portfolio management system. BENEFITS INCLUDE: CSC Registered Agent Services Auto-Population of Entity Data & Documents Forms Library & Resources Compliance Calendar Dynamic Status Updates
  17. 17. CSC registered agent clients receive the benefits associated with CSCNavigator, CSC’s unified legal and compliance portfolio management system. BENEFITS INCLUDE: CSC Registered Agent Services Auto-Population of Entity Data & Documents Forms Library & Resources Compliance Calendar Dynamic Status Updates
  18. 18. CSC registered agent clients receive the benefits associated with CSCNavigator, CSC’s unified legal and compliance portfolio management system. BENEFITS INCLUDE: CSC Registered Agent Services Auto-Population of Entity Data & Documents Forms Library & Resources Compliance Calendar Dynamic Status Updates
  19. 19. CSC registered agent clients receive the benefits associated with CSCNavigator, CSC’s unified legal and compliance portfolio management system. BENEFITS INCLUDE: CSC Registered Agent Services Auto-Population of Entity Data & Documents Forms Library & Resources Compliance Calendar Dynamic Status Updates
  20. 20. CSC Entity Management is completely integrated with CSCNavigator CSC Entity Management FEATURES INCLUDE: Corporate Data Tracking Officer/Director Management Document Assembly Stock & Ownership Management Doing Business As Name (DBA) Management Reporting Minute Book & Document Storage Organizational Charts
  21. 21. CSC Entity Management is completely integrated with CSCNavigator CSC Entity Management FEATURES INCLUDE: Corporate Data Tracking Officer/Director Management Document Assembly Stock & Ownership Management Doing Business As Name (DBA) Management Reporting Minute Book & Document Storage Organizational Charts
  22. 22. CSC Entity Management is completely integrated with CSCNavigator CSC Entity Management FEATURES INCLUDE: Corporate Data Tracking Officer/Director Management Document Assembly Stock & Ownership Management Doing Business As Name (DBA) Management Reporting Minute Book & Document Storage Organizational Charts
  23. 23. CSC Entity Management is completely integrated with CSCNavigator CSC Entity Management FEATURES INCLUDE: Corporate Data Tracking Officer/Director Management Document Assembly Stock & Ownership Management Doing Business As Name (DBA) Management Reporting Minute Book & Document Storage Organizational Charts
  24. 24. CSC Entity Management is completely integrated with CSCNavigator CSC Entity Management FEATURES INCLUDE: Corporate Data Tracking Officer/Director Management Document Assembly Stock & Ownership Management Doing Business As Name (DBA) Management Reporting Minute Book & Document Storage Organizational Charts
  25. 25. CSC Entity Management is completely integrated with CSCNavigator CSC Entity Management FEATURES INCLUDE: Corporate Data Tracking Officer/Director Management Document Assembly Stock & Ownership Management Doing Business As Name (DBA) Management Reporting Minute Book & Document Storage Organizational Charts
  26. 26. CSC Entity Management is completely integrated with CSCNavigator CSC Entity Management FEATURES INCLUDE: Corporate Data Tracking Officer/Director Management Document Assembly Stock & Ownership Management Doing Business As Name (DBA) Management Reporting Minute Book & Document Storage Organizational Charts
  27. 27. CSC Entity Management is completely integrated with CSCNavigator CSC Entity Management FEATURES INCLUDE: Corporate Data Tracking Officer/Director Management Document Assembly Stock & Ownership Management Doing Business As Name (DBA) Management Reporting Minute Book & Document Storage Organizational Charts
  28. 28. CSC Entity Management is completely integrated with CSCNavigator CSC Entity Management FEATURES INCLUDE: Corporate Data Tracking Officer/Director Management Document Assembly Stock & Ownership Management Doing Business As Name (DBA) Management Reporting Minute Book & Document Storage Organizational Charts
  29. 29.  Unlimited storage in perpetuity  More than 200 supported document formats  Entity Specific or Portfolio-wide folders  Minute Book Folder Templates  Custom Folders and Sub-Folders  Quickly locate any document  Role-based permissioning Minute Book & Document Storage
  30. 30. Loading CSC Entity Management Demo
  31. 31. Questions? Phone (855) 265.1403 Web CSCGlobal.com Email Info@cscglobal.com David Jefferis david.jefferis@cscglobal.com 800-927-9801 x63690 John Oliver john.oliver@cscglobal.com 800-927-9801 x68545

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