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EDUCATION AND TEMPLATES

Access specialized resources for your organization

Access specialized resources designed to address the unique governance challenges faced by private, public, and pre-IPO organizations. Whether you’re setting up governance processes for a private company, preparing for a public offering, or navigating the complexities of year-end reporting, our courses provide expert guidance every step of the way.

On-demand learning tracks

Our Private, Public, & Pre-IPO Education and Templates Libraries are your go-to resource for mastering the knowledge and tools you need to effectively structure your board operations. Whether you’re a seasoned director, a forward-thinking practitioner or a leader ready to embrace the future, our short courses, best practice templates and videos empower you to confidently implement an optimized governance structure. Choose your path and educate yourself. Tracks are built specifically to educate directors, leadership and practitioners in their oversight and day-to-day responsibilities and provide templatized resources to build effective governance processes.

Tailored governance best practices  

Board in a box for private companies 

Simplify and strengthen your governance processes with best practice guidance, templates and courses to build governance excellence to elevate your private company operations. Prepared by Diligent Institute and partners including Taylor Wessing, Sodali & Co, Goodwin, Compensia and Spencer Stuart, you can access a comprehensive toolkit designed to support private companies in managing board and committee functions.

Board in a box for private companies

Board in a box for pre-IPO companies 

Successfully transitioning to a public company requires careful planning and strong governance. Access the resources and insights needed to navigate the complexities of preparing your board and committees for an IPO. This library covers essential topics such as board and committee evolution, understanding regulatory requirements, preparing for exchange rules, and creating a clear IPO timeline checklist.

Board in a box for pre-IPO companies

U.S. public company year-end toolkit 

Prepare your public company for year-end reporting with confidence. Created in partnership with Goodwin, this library provides resources to help U.S. public companies prepare year-end reports and gear up for annual meetings. It includes director and officer (D&O) questionnaires, checklists for Form 10-K, Form 10-Q, and proxy statements and calendars covering reporting and compliance deadlines.

U.S. public company year-end toolkit

Discover more

Cybersecurity

Develop cybersecurity literacy with governance and oversight best practices

Board & Committee Structure

Create an effective governance framework

Governance

Unlock your potential with governance best practices

AI

Develop AI literacy with governance and oversight best practices  

Education & Templates - 
Private, public & pre-IPO organizations