The Board Intelligence Newsletter: October 2024

??? You’re invited to join us! October 24 at 2 p.m. ET

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Recent regulatory changes have directly impacted D&O disclosures, necessitating more comprehensive and transparent reporting. As regulatory and compliance obligations evolve, boards and their directors must stay up-to-date on the latest trends and outcomes. Join us on?Thursday, October?24 @ 2:00 PM ET?for an ATLAS Leadership webinar with Freshfields’ Pamela L. Marcogliese, Head of U.S. Transactions, and Mary Eaton, Co-head of Securities & Shareholder Litigation, for an informative session covering the latest trends regarding D&O disclosures. In this session, we'll talk about:

• Evolving best practices for board composition, independence, and oversight responsibilities.
• Disclosure of material risks related to climate change and sustainability for modern risk management.
• How to report executive compensation policies and clawback provisions with clarity for stakeholders.
• Updated approaches to fully disclosing significant legal proceedings and compliance matters.

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SAVE YOUR SEAT NOW

This month’s highlights

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?? No More Paper

?When Amy Sink took over as CEO at Goshen, Indiana-based Interra Credit Union , she wanted to move its board meetings from paper-based to digital immediately.

?Enter OnBoard, which enabled Amy and Interra’s board of directors to store all its vital documents on the portal, which they can access anytime from anywhere. There’s no need to print the documents, and no other place board members need to search for the information they need to make informed decisions for the credit union.

?“My paper requirements are so small,” Amy says. “We don’t file anything; we don’t print anything. All our documents are in OnBoard on the resource side. We have a governance manual we wrote all in OnBoard.”

?Read more about how Interra Credit Union uses OnBoard here.

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??? Automated Minutes Makes Meeting Prep More Efficient Than Ever

?No more hurriedly taking board meeting minutes manually.

?Now, your board will be able to access a detailed, accurate transcript and meeting outline that summarizes key discussion points — without anyone jotting down a single note.

?See how OnBoard's newest feature can help you reduce laborious in-meeting tasks while devoting more focus to the meeting itself.

?Read more about Automated Minutes

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??? ??Time to Plan for 2025

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As the year starts to wind down, it’s time to streamline your board-related tasks and finish the year strong with OnBoard. Join us at 2 p.m. ET Thursday, November 7 for an insightful discussion with Matt Gilbert, Customer Development Specialist at OnBoard, and Mark Gilbert, CEO and Founder of MBS Accounting Technology & Advisory.

?You’ll learn:

·????? How to automate and replicate annual processes with ease

·????? Best practices for using OnBoard’s features to boost efficiency

·????? Additional capabilities of OnBoard to address complex needs at scale

?Join us for this FREE webinar

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?? Upcoming Events

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?? Meet you soon? We'd be thrilled to meet you in person! Meet with OnBoard at any of these upcoming events (and you can nab great prizes like snazzy OnBoard socks):

?San Francisco | October 28-29: NACHC FOM/IT Conference & Expo (National Association of Community Health Care Centers)

?Ottawa, Ontario, Canada | October 29-November 1: CSAE Annual Conference (Canadian Society of Association Executives)

?Can't Make It? Meet us at the OnBoard Monthly?Solution Overview , a casual group session highlighting use cases and examples of modernized board management to help you achieve your board's goals.