Many credit unions use board portal technology or in-house systems to provide directors with easy online access to board information. In theory, these systems are meant to make board communication simpler and secure, make board meetings more productive with easier setup and tools for directors to prepare. In reality, not all technology is created equal, nor is the support and service that goes along. Join this webinar to gain insight from experienced board administrators on how to assess if the board portal you are using fits your needs, and if needed, how to oversee a smooth switch. Watch this presentation to learn: - 5-point assessment of your board key needs - What to compare - director communication / meeting set up / security / onboarding - Myth busting - security / pricing / ease of adoption - Practical steps to reassess and switch if needed This is a past webinar, hosted by CUES, available to members here: https://www.cues.org/professional-development/library/webinars/worth-switch-board-portal-reassess

1. Worth the switch?
Board portal reassess.

2. CUES 2018 survey – Board tech needs
74% use a board portal,
SharePoint or
in-house built system
31% see room for
improvement in how
board info distributed
2

3. CUES 2018 survey – Board tech needs
Top challenges in
picking softwre:
• Keeping up with
modern technology +
security
• Board succession/
need to get younger
board members
3

4. About the presenters
4
Dee Sicklesteel
Sales Manager, Aprio Inc.
Dee joined Aprio in 2009 because she believes in
the ROI that Aprio’s full set of governance tools
bring to boards including saved Bme, improved
security and reduced paper waste. Dee’s helped
hundreds of organizaBons build a business case to
adopt or reassess their board portal technology.
Kirs-n Skinner
Customer Success Manager, Aprio Inc.
Prior to joining Aprio this year, KirsBn was an
execuBve assistant and board secretary for Your
Neighbourhood Credit Union. 20 years experience
as an administraBve professional in the financial
services and non-profit sectors.

5. 5
Some credit unions Aprio serves

6. Why switch? Not that painful.
6
Myth busting…
Steep learning curve –
intuitive systems
All my work and data
lost – Data porting/set
up supported
Time sink – transition
by next board meeting

7. Why switch? 5-point needs assess.
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1. Identify key board requirements – today & future
2. Current system strengths/weaknesses
3. Current services and support strengths/weaknesses
4. Assess current costs & risks – software, staff overtime,
security risks
5. ROI assessment – what could you gain by improving
board information sharing? - admin time savings,
reduced IT dependence, improved Board recruitment
and onboarding, decision speed.
31% see room for improvement in how board info distributed

8. Why switch?
Board
requirements.
8
31% see room for
improvement in how
board info distributed.

9. 9
Board portals – purpose built, secure.
• Reflect board activity.
Meeting schedule /agenda /
contacts.
• Centralized, secure access
to board info.
• Directors alerts.
• Meeting set up streamlined.
• Decision tools – annotation,
surveys, voting.
• Multi-device access / on
and offline.

10. Key things to compare – basics.
Core features –
director communication,
meeting set up, board
administration
Ease of use – does the
tool work the way you
work? Easy to learn?
How supportive is
support? – resources
& responsiveness.
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11. Key things to compare – also ask…
q Training – administrator and one-on-one director training
q Technology security and innovation – understand security
level. Learn how the tool is updated to reflect new regulations
and technology. Ask how customer input affects product
changes?
q Credit union focus – understanding & community commitment
q Perspective of peers – talk to people who use different vendors
– ask about the tech, training and support. Read online reviews.
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12. Comparison hazards – buyer beware.
Full feature demo then
lite version pricing
Total cost of
ownership – add on
costs for committees,
addtl members?
Administrator DIY
tools vs call for help
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13. Switch Path – few weeks.
13
Week 1
Portal setup
Guidance on best
setup for efficiency.
Gain access.
Admin Training
One-on-one
coaching for admin
day-in-the-life.
Data Migra-on
As much help as you
need porBng info.
Director Training
& First mee-ng
One-on-one training
in your portal, first
meeBng support.
Week 2 Week 3 Week 4

14. Thank you
Watch for follow up email:
• Board portal assessment link
• Webinar recording
More about Aprio – www.aprio.net