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Russell Dover Image
Russell Dover
Principal Solution Designer

Elevate 2024: Become a pro user with our product training sessions

June 7, 2024
0 min read
Diligent Elevate 2024 program product training

We're on the countdown to Elevate 2024! As the premier gathering for industry leaders, innovators and GRC experts, this year's event in Houston, September 8-11, equips you with insights and expertise on how to better leverage your Diligent tools to thrive in an ever-evolving landscape, so you can be more effective in your role. And you can earn continuing education credits by attending.

At the heart of Elevate 2024 lies a strong commitment to empower organizations with the knowledge and strategies essential for navigating today's governance, risk and compliance challenges. With this year's agenda, you can expect a comprehensive and enriching experience, focused on practical product training alongside peer-to-peer feedback on how to use your Diligent or BoardEffect solutions to maximize efficiency, drive sustainable growth and meet strategic and mission goals.

We wanted to provide a sneak peek into some of the sessions at Elevate 2024 that have been specially curated for you — our customers. You'll enjoy discovering pro tips and practical product knowledge to elevate your use and maximize efficiency in your day-to-day role.

Find out about all the other 60+ sessions taking place at Elevate 2024 and register here.

Elevate 2024 product training sessions

ACL Analytics training sessions

Advanced Diligent ACL Analytics

Join analytics experts to explore advanced functionality in Diligent ACL and the E2E Audit to Board Reporting functionality. Experts will demonstrate features like creating advanced robots and sending data from ACL to Diligent One Platform for visualization.

Intro to Diligent ACL Analytics

Welcome to Diligent ACL, the foundation of analytics for not only the audit functionality in the Diligent One Platform, but the basis for analytics across all of the Diligent GRC functions. This session is designed for beginners and as a good refresher for users who want more practice. Explore functionality like basic scripting, creating your first robot and more!

Diligent Boards training sessions

Diligent Boards training: Moving from OneClick to Boards Web

In this session led by Diligent trainers, we'll show you how to replace common processes in OneClick with updated features in Diligent Boards Web Admin — and unlock innovation in the process.

Boards user training (Beginner)

New to Diligent Boards? Welcome! This training session is for you. Diligent trainers will take you through some of the fundamentals so that you can uplevel your board management processes to maximize efficiency and security.

Diligent Questionnaires user training

Boards Premium Questionnaires got some major enhancements over the past several months that can make your next D&O or board evaluation a breeze with templates, notifications and new question options. Join this training session specifically focused on Premium Questionnaires so you can take advantage in the upcoming D&O season and beyond.

Boards user training (Advanced)

Calling all Boards power users — this training is for you! Led by Diligent Boards trainers, this session will dive into deeper functionality to help you optimize efficiency.

Recommended reading: 10 reasons why you won’t want to miss Elevate 2024

Diligent Risk Management training sessions

Diligent Risk Management ​workshop: Empowering audit & ​risk professionals

Join our risk management workshop, tailored for risk and audit professionals seeking to enhance their knowledge of Diligent’s Enterprise Risk Management and IT Risk Management solutions. Through interactive demonstrations, participants will explore key topics including proactive risk assessment techniques, integrating risk management into audit processes, and leveraging technology for enhanced risk monitoring. Join us to elevate your risk management program and unlock the full potential of Diligent software in navigating today’s evolving risk landscape.​

BoardEffect training sessions

BoardEffect GPS: Master your platform navigation

Let us be your navigation guide! Discover the quickest methods to access and manage information in BoardEffect. Become a platform pro. Accelerate agenda preparation and put your meetings on cruise control.

BoardEffect Q&A: Beginners and experts welcome!

Join our expert team of training specialists for an informal Q&A session. We'll cover any remaining topics from our earlier training sessions, and attendees will be invited to submit questions in advance. No question is off the table!

BoardEffect data KISS: Keep it safe and sound

Don’t lose control — master your permissions and security settings! Discover how to fine-tune user access and delegate tasks, ensuring your board’s data stays secure while streamlining your workflow.

BoardEffect cooking class: Recipes for better meeting books

Spice up your meeting books with BoardEffect’s latest features! Develop a taste for seamless collaboration via Word and PowerPoint, using built-in integration with Microsoft Office 365. Learn to customize layouts and create easy-to-navigate books that keep your board members on the same page.

Diligent Community training sessions

Managing the policy lifecycle: Best practices for creating, reviewing and publishing policies

Learn the quickest way for your board to review and adopt policies. Draft, review and adopt policies and publish to an online handbook with integrated Microsoft Office tools for seamless staff collaboration. We’ll show you how to simplify your policy records and public requests with an auditable version history and timeline for each policy.

Tools for efficient agendas: Understanding templates, meeting groups & workflows

Simplify the agenda creation process with templates and custom workflows for advanced agenda building. Discover strategies to streamline agenda creation and collaboration, simplifying item submission and approval for all staff. Engage stakeholders and enhance efficiency while allowing for review and feedback.

For the people: Features for public awareness & engagement

This session will demonstrate how to optimize your processes and simplify the way you provide information for the public. Learn how to customize outreach with your organization's logo and colors, how to set up integrations with social media platforms to streamline communication, and how to manage calendars, meeting notifications, subscriptions and requests to speak. Plus, captioned livestream broadcasts and site search help keep your community informed and engaged.

Modern meeting management: Keeping control before, during & after

Enhance your skills in managing live meetings and minutes. In this hands-on training session, discover time-saving techniques and practical tips for seamless coordination and record-keeping during your meetings. Learn about editing and distributing minutes, and efficiently managing voting processes. Discover user-friendly tools that will boost your productivity.

BoardDocs training sessions

Managing the policy lifecycle: Best practices for creating, reviewing and publishing policies

Learn the quickest way for your board to review and adopt policies. Draft, review and adopt policies and publish to an online handbook with integrated Microsoft Office tools for seamless staff collaboration. We’ll show you how to simplify your policy records and public requests with an auditable version history and timeline for each policy.

Tools for efficient agendas: Understanding templates, meeting groups & workflows

Simplify the agenda creation process with templates and custom workflows for advanced agenda building. Discover strategies to streamline agenda creation and collaboration, simplifying item submission and approval for all staff. Engage stakeholders and enhance efficiency while allowing for review and feedback.

For the people: Features for public awareness & engagement

This session will demonstrate how to optimize your processes and simplify the way you provide information for the public. Learn how to customize outreach with your organization's logo and colors, how to set up integrations with social media platforms to streamline communication, and how to manage calendars, meeting notifications, subscriptions and requests to speak. Plus, captioned livestream broadcasts and site search help keep your community informed and engaged.

Modern meeting management: Keeping control before, during & after

Enhance your skills in managing live meetings and minutes. In this hands-on training session, discover time-saving techniques and practical tips for seamless coordination and record-keeping during your meetings. Learn about editing and distributing minutes, and efficiently managing voting processes. Discover user-friendly tools that will boost your productivity.

Recommended reading: Countdown to Elevate 2024: Take a moment to revisit last year's top insights

Diligent Entities training sessions

Entities training #1: A single source of truth to ensure compliance

This session will cover how Entities can help you manage the many data points required to support new reporting and filing requirements for the Corporate Transparency Act, as well as other key data tracking and reporting like Know Your Customer (KYC), bank detals and Ultimate Beneficial Owner (UBO). Capabilities covered: CTA/ECCTA compliance and tracking critical data points like KYC, bank details and UBO.

Entities training #2: Getting a clear view into your corporate record

Now that you've established Diligent Entities as your single source of truth for critical data, how do you get a clear view of the full corporate record? Join this session to learn how org charting and group structure visualization (GSV) can help you communicate a high-level view to board and executive stakeholders to drive strategic decisions. Capabilities covered: org charting and GSV.

Entities training #3: Automating entity management

This training session is for advanced Entities users who have already mastered content in Levels 1 & 2.

How to register for Elevate 2024

If you haven’t already booked your ticket to join us in Houston at Elevate 2024, we’d love to see you there! Register here. For answers to any questions you might have check out our Elevate FAQs.


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