modern governance summit 2023

Agenda

Earn up to 9.3 continuing education credit hours, including CLE, CPD and CPE. Modern Governance Summit gives you the tools to elevate governance, risk, compliance, audit and ESG practices across your organization.

76 results found
Registration
Other

Registration

Wednesday, September 13, 9:00 am ‐ 6:00 pm
Session Description:
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Training Course
Boards & Entities

Board & Leadership Collaboration training part 1: Board meeting effectiveness

Alexa Joseph. Senior Training Specialist, Diligent
Fabio Lopes, Senior Implementation Specialist, Diligent

Wednesday, September 13, 10:00 am ‐ 10:45 am
Session Description:

With Diligent Board & Leadership Collaboration, boards, executives, leadership teams and their external stakeholders can align on key issues more quickly, make decisions effectively and ensure compliance in the boardroom and beyond. Join this hands-on training session to get the most from features included in Board & Leadership Collaboration Essential, including Diligent Boards, Minutes and Secure File Sharing.

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Training Course
Boards & Entities

Entity management training: Maximize ROI by involving tax & finance

Matt Arsenault, Senior Training Specialist, Diligent
Cathy Cartieri, Senior Director, Customer Success, Diligent

Wednesday, September 13, 10:00 am ‐ 10:45 am
Session Description:

Transform a compliance chore into a strategic differentiator by involving tax and finance in entity management. By harnessing accurate, real-time data about the corporate record, tax and finance departments can stay deal-ready and identify cost savings within the organizational structure faster than ever before. Learn how to empower all business units to maximize your entity management technology and unlock new business value. 

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Training Course
Public Education & Government Governance

Agendas in BoardDocs: How-to create standout agenda content

Dennis Rohlfing, Senior Implementation Specialist, Diligent

Wednesday, September 13, 11:00 am ‐ 11:45 am
Session Description:

In this hands-on training session, learn the art of crafting standout agenda content using BoardDocs, unlocking the power to engage stakeholders and drive productive board meetings efficiently. Discover effective techniques for structuring agendas and maximizing the platform’s features to create compelling and impactful meeting materials.

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Training Course
Boards & Entities

Boards Web training: Moving from OneClick

Curtis Duncan, Manager, Customer Success, Diligent
Alexa Joseph, Senior Training Specialist, Diligent

 

Wednesday, September 13, 11:00 am ‐ 11:45 am
Session Description:

Diligent Boards Web Admin creates significant time savings by streamlining the creation and distribution of director and executive materials. Its frequent enhancements and convenient access from your preferred device make Web Admin the core platform for administrators. Join this session for an overview of how to use Boards Web Admin with in-depth coverage on the latest parity feature updates, including Calendar, Exporting, Voting and more. 

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Training Course
Boards & Entities

Board & Leadership Collaboration training part 2: Security & compliance

Wendy David, Manager, Solution Engineering, Diligent
Fabio Lopes, Senior Implementation Specialist, Diligent

Wednesday, September 13, 11:00 am ‐ 11:45 am
Session Description:

With Diligent Board & Leadership Collaboration, boards, executives, leadership teams and their external stakeholders can align on key issues more quickly, make decisions effectively and ensure compliance in the boardroom and beyond. Join this hands-on training session to get the most from features included in Board & Leadership Collaboration Pro, including Questionnaires, Messenger and Secure Meeting Workflow.

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Training Course
Boards & Entities

Entity management training: Data integrity & keeping your data clean

Matt Arsenault, Senior Training Specialist, Diligent
Cathy Cartieri, Senior Director, Customer Success, Diligent

Wednesday, September 13, 11:00 am ‐ 11:45 am
Session Description:

A database is only as good as the information it contains. Learn why clean and accurate data is essential for compliance, decision-making and operational success. Master innovative strategies and practical tools to ensure data cleanliness, streamline workflows and mitigate risks associated with data errors. 

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Training Course
ACL & Audit

ACL Analytics bootcamp

Adam Habberley, Advisory & Consulting Manager, Diligent

Wednesday, September 13, 11:00 am ‐ 3:45 pm
Session Description:

Introducing the ACL Analytics bootcamp: an exclusive opportunity for auditors and analysts to unlock the full potential of ACL Analytics. Join us as we dive deep into automation and internal audit.

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Training Course
Boards & Entities

Proxy season bootcamp 1: Executive compensation & succession planning

Etelvina Martinez, Managing Director, Alliance Advisors
Nick Lamplough, Founding Partner, Collected Strategies
Josh Black, Editor-in-Chief, Diligent Market Intelligence

Moderator: Rachel Simon, Senior Director, Product Marketing, Diligent

Wednesday, September 13, 1:00 pm ‐ 1:45 pm
Session Description:

Experts from Diligent Market Intelligence, joined by leading advisors to public companies, work through case studies from 2023 and share lessons in:
o How pay-versus-performance has changed executive compensation in 2023
o Shareholder engagement on “say on pay”
o How mistakes in succession planning create challenges for shareholder engagement

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Training Course
Boards & Entities

Entity management training: Organizational charting

Cathy Cartieri, Senior Director, Customer Success, Diligent
Ben Foss, Senior Solutions Engineer, Diligent

Wednesday, September 13, 1:00 pm ‐ 1:45 pm
Session Description:

The future of organizational charting is here. Upgrade from inefficient, manually designed group structure charts and leverage the centralized entity data in Diligent Entities to create accurate, configurable charts at the click of a button. With the new Vizio integration to expand visualizations and the upcoming scenario-modeling feature, it’s never been easier to understand and make strategic decisions about your ownership structure.

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Training Course
Nonprofit Governance

BoardEffect master class

Sylviann Schilling, Senior Implementation Specialist, Diligent
Samantha Verbryck, Senior Implementation Specialist, Diligent

Moderators:
Sarah Miller, Implementation Manager, Diligent
Pamela Nason, Customer Success Director, Diligent

Wednesday, September 13, 1:00 pm ‐ 3:45 pm
Session Description:

This one is for all of the BoardEffect diehards looking to take their knowledge to the next level. During the master class we’ll dive into advanced features and functionality in the platform that will turn you into even more of a BoardEffect pro.

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Training Course
Public Education & Government Governance

BoardDocs Workflow: Using workflow to build agendas collaboratively

Diana Roadcap, Senior Training Specialist, Diligent

Wednesday, September 13, 1:00 pm ‐ 1:45 pm
Session Description:

Discover the collaborative power of BoardDocs Workflow in this training session. Learn how to streamline the agenda-building process by involving multiple stakeholders, enabling seamless collaboration and feedback. Enhance efficiency and transparency as you harness the full potential of BoardDocs Workflow to create well-structured and synchronized agendas for your board meetings.

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