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©OnBoard 2023. The word ONBOARD and the logo are registered marks owned by Passageways, Inc.
®
Driving Engagement
through Task
Management
Wednesday, August 23, 2023
12:00 PM EST
Brian Martin
Customer Success Manager
Housekeeping
Attendee Mics are
muted by default
Please ask questions
at any time using the Q&A Button
Chat or ”raise your hand” if
you need anything
Introduction
• Brian Martin
• OnBoard CSM since 2017
• Works with Banks & Credit Unions
About Today’s Webinar
Welcome and Introductions
Assessments
D&O Questionnaires
Q & A
Assessments
Let’s Get Started!
Facts About Assessments
• What is the purpose of an assessment?
Evaluating Board Comp.
Setting and Monitoring Board Culture
Improving Board Practices
Planning for Board Succession
• Common assessments are board, committee, and director self assessments.
• OnBoard has two pre-created assessments and over 50 preloaded questions for you to
customize your own.
D & O Questionaires
Let’s Get Started!
Facts About D&O
• A company or organization issues this survey to its directors and officers each year to
gather information about the background and experience, securities ownership, conflicts
of interest, independence, compensation, and insider transactions for each director and
officer serving on its board.
• Director & Officer Questionnaires are required for compliance with federal and state
regulatory requirements for banks and credit union.
• Other industries (Healthcare, Non Profits, Educational Institutions, etc.) often have
specific rules and regulations that also require or encourage D&O questionnaires to be
completed.
• Risks involving incomplete or inaccurate D&O questionnaires may include losing board
directors, incurring steep penalties, and damaging and orgs. reputation.
Audience Participation
Portion!
Quick Poll!
Customer Success Team
obpros@onboardmeetings.com

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Driving Engagement through Task Management

  • 1. ©OnBoard 2023. The word ONBOARD and the logo are registered marks owned by Passageways, Inc. ® Driving Engagement through Task Management Wednesday, August 23, 2023 12:00 PM EST Brian Martin Customer Success Manager
  • 2. Housekeeping Attendee Mics are muted by default Please ask questions at any time using the Q&A Button Chat or ”raise your hand” if you need anything
  • 3. Introduction • Brian Martin • OnBoard CSM since 2017 • Works with Banks & Credit Unions
  • 4. About Today’s Webinar Welcome and Introductions Assessments D&O Questionnaires Q & A
  • 6. Facts About Assessments • What is the purpose of an assessment? Evaluating Board Comp. Setting and Monitoring Board Culture Improving Board Practices Planning for Board Succession • Common assessments are board, committee, and director self assessments. • OnBoard has two pre-created assessments and over 50 preloaded questions for you to customize your own.
  • 7. D & O Questionaires Let’s Get Started!
  • 8. Facts About D&O • A company or organization issues this survey to its directors and officers each year to gather information about the background and experience, securities ownership, conflicts of interest, independence, compensation, and insider transactions for each director and officer serving on its board. • Director & Officer Questionnaires are required for compliance with federal and state regulatory requirements for banks and credit union. • Other industries (Healthcare, Non Profits, Educational Institutions, etc.) often have specific rules and regulations that also require or encourage D&O questionnaires to be completed. • Risks involving incomplete or inaccurate D&O questionnaires may include losing board directors, incurring steep penalties, and damaging and orgs. reputation.