Education & Government
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Jill Holtz
Content Strategy Manager

Modern Governance Summit 2023: Empowering public sector organizations for a thriving future

August 2, 2023
0 min read
Modern Governance Summit 2023

Welcome to Modern Governance Summit 2023! We are thrilled to announce the highly anticipated agenda for this year's event taking place in Orlando, Florida, September 13-15, featuring engaging sessions tailored specifically for public education and state and local government.

As the premier gathering for industry leaders, innovators, and governance experts, this year's summit aims to equip local governance leaders and board support staff with insights and expertise on how to use our solutions effectively to thrive in an ever-evolving landscape.

At the heart of the summit lies a strong commitment to empowering public sector organizations with the knowledge and strategies essential for navigating today's governance challenges. With this year's agenda, attendees can expect a comprehensive and enriching experience, focused on practical product training alongside hearing from peers on how they are using their governance platforms to maximize efficiency, drive sustainable growth, and meet mission goals.

From interactive workshops led by seasoned peers in organizations like yours to thought-provoking keynote addresses, the sessions are designed to address the unique needs and opportunities faced by mission-driven organizations.

Whether you represent a school district, government agency or a higher education organization, the Modern Governance Summit 2023 promises to be a transformative event that will leave a lasting impact on your institution. This is your once-a-year opportunity to elevate your board management practices, and learn about Diligent's growing portfolio of audit, risk and compliance solutions.

We wanted to give you a sneak peek into some of the sessions specially curated for our BoardDocs, Community & iCompass customers, showcasing the insights and knowledge that awaits participants. So, fasten your seatbelts as we embark on a quick journey through the sessions taking place at Modern Governance Summit 2023 for you. Let's dive in!

Modern Governance Summit 2023 Education and Government Sessions and Talks

Agendas in BoardDocs: How-to create standout agenda content

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

Dennis Rohlfing, Senior Implementation Specialist, Diligent

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.

BoardDocs Workflow: Using workflow to build agendas collaboratively

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

Sylvia Raye, Senior Implementation Specialist, Diligent

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.

Community master class: Taking your usage to the next level

Wednesday, September 13, 1:00 pm ‐ 3:00 pm

  • Francyne Coates, Implementation Manager, Diligent
  • Janie Alexander, Implementation Specialist, Diligent

Through detailed feature demonstrations, learn how to maximize your use of Diligent Community with the assistance of frequent product enhancements, increasing your efficiencies and collaboration with staff, members, and the public throughout your meeting process, including public request to speak, item approval workflows, minutes creation and voting and more.

BoardDocs live meetings & minutes: Managing your live meetings with ease

Wednesday, September 13, 2:00 pm ‐ 2:45 pm

Diana Roadcap, Senior Training Specialist, Diligent

Learn how to efficiently manage live meetings and minutes using BoardDocs in this hands-on training session. Discover time-saving techniques and practical tips for seamless coordination and record-keeping during your meetings. Enhance your skills and boost productivity with BoardDocs’ user-friendly tools.

From BoardDocs to Community: Migrating made easy

Wednesday, September 13, 3:00 pm ‐ 3:45 pm

Merritt Brooks, Senior Training Specialist, Diligent

Join this exclusive opportunity for administrators to learn how they soon will be able to unlock the full potential of Diligent Community, our cutting-edge board management software and the future of BoardDocs. Dive deep into the seamless communication and collaboration features that empower you to effectively interact with your community like never before. We’ll also be taking questions on how to upgrade to Community.

What’s new with Diligent: For mission-driven organizations

Thursday, September 14, 10:30 am ‐ 11:20 am

  • David Adkins, VP Customer Success, Diligent
  • Nonie Dalton, VP Product Management, Diligent

Join Nonie Dalton, the VP of Product for Diligent’s Mission Driven Organizations group, for a review of what’s new and what’s next for Diligent’s governance solutions for elected, public sector and volunteer boards in community organizations

Automating audits: More efficiency, better risk-based planning

Thursday, September 14, 10:30 am ‐ 11:20 am

  • Jewell Freeman, Chief Audit Executive, Louisiana Department Corrections – Corrections Services
  • Nicole George, JRI Coordinator, Louisiana Department of Public Safety and Corrections – Corrections Services
  • Moderator: Katja Freeman, Principal Public Sector Specialist, Diligent

This session will equip participants with the knowledge and skills to effectively drive risk-based planning and enhance audit efficiency through automation. Learn key techniques for leveraging automation tools to streamline audit processes, identify potential risks and improve overall efficiency. Through practical examples and case studies, participants will gain insights into how automation can be applied to various stages of the audit cycle, resulting in more effective risk management and resource optimization.

Public meeting management: The life-changing magic of workflows and approvals

Thursday, September 14, 11:30 am ‐ 12:20 pm

  • Gervonder Brown, Executive Assistant to Superintendent, Fairfield County School District
  • Kristy Deischer-Eddy, Executive Assistant, Honey Brook Township
  • Moderator: Dawn Adams, Senior Implementation Specialist, Diligent

When meeting and agenda preparation keeps you up until the wee hours and adds complexity and stress for all involved, digitizing the process can feel revolutionary. Recapturing the time previously spent on manually creating and compiling printed copies, reordering content with each change to the agenda, and distributing copies for board members and leadership can add real value by allowing you to focus on higher-value activities. Hear real-world examples from executive assistants on the impact that their board management system has had on the process. Explore best practices for customizing workflows, approval processes and capturing minutes to help keep the focus on effective meetings that benefit the community.

Maximizing efficiency & effectiveness: Leveraging pre- and post-audit work

Thursday, September 14, 11:30 am ‐ 12:20 pm

  • Curtis Verne Josey, Associate Director, Analytics & Data Strategy, Cornell University
  • Moderator: Katja Freeman, Principal Public Sector Specialist

Today’s boards and executives demand more assurance without increasing costs or audit time. This session offers valuable insights into optimizing audits through strategic pre- and post-audit work. Join us as we explore strategies and techniques to enhance the efficiency and focus of your audits, ultimately delivering more effective results. This session will delve into the significance of data collection, conducting preliminary risk assessments, and leveraging technology for effective follow-up and tracking of results and action plans. Gain practical tips to streamline your audit efforts and ensure you monitor the right areas.

Public policy: Taking policy development to the next level

Thursday, September 14, 11:30 am ‐ 12:20 pm

  • Heather Masshardt, Director of Policy Services, PSBA
  • Scott Peters, Board Chair, Monadnock Regional School District
  • Moderator: Sarah Gutierrez, Policy Implementation Manager, Diligent

Policy development is an essential responsibility of school boards and educational governing bodies, and effective policy management helps ensure the smooth function of the organization and support from the community. Making policy available, accessible and compliant is easier when using technology designed for that purpose. Hear from a state policy provider and an award-winning school district about best practices for digitizing and indexing policies, maintaining a master policy inventory, differentiating responsibilities between policy development and policy implementation, defining policy language, and creating repeatable and sustainable processes to support the organization long term.

Diligent Community: The next generation of digital governance management

Thursday, September 14, 12:30 pm ‐ 12:40 pm

  • Zoe Cunningham, Product Marketing Manager, Diligent
  • Bill Pecor, Product Market Manager, Diligent

BoardDocs and iCompass revolutionized board and council meeting management by introducing paperless meetings for government and educational organizations. Now Diligent has built on this powerful legacy by introducing the next generation in digital governance management. Join this session to see how Diligent Community provides cutting-edge enhancements and new features to help your organization be more efficient, effective and secure.

Onboarding directors: A fresh approach

Thursday, September 14, 1:50 pm ‐ 2:45 pm

  • Dr. Anna Everett, PhD, VP of the Board, Santa Barbara City College
  • Elizabeth Thompson, Executive Assistant to the President & Corporate Secretary, Presbyterian SeniorCare Network
  • Moderator: Megan Allen, CEO, BoardStrong

In response to the pandemic, boards and governing bodies were forced to rapidly reimagine how to conduct governance and oversight to continue essential operations. Hear both the board and the executive support perspective on how digital access to historical board and policy documents allowed new board members to be onboarded seamlessly amidst a dynamically changing landscape. Additionally, we’ll explore how these virtual onboarding practices have persisted and can influence board member onboarding protocols for the long term.

From accessibility to inclusivity: Tools for including the whole community

Thursday, September 14, 1:50 pm ‐ 2:45 pm

  • Heather Masshardt, Director of Policy Services, Pennsylvania School Boards Association
  • Moderator: Diana Roadcap, Senior Training Specialist, Diligent

For education and governmental organizations, ensuring accessibility of public information is essential. Questions of accessibility have long been focused on technology requirements to support individuals with disabilities in interacting with information and resources. Yet inclusivity goes beyond merely meeting technology standards and demands equitable opportunities for participation across the entire community. Hear how an inclusive approach also provides access and participation opportunities for those who may be prevented from in-person participation by transportation, work schedules, childcare or other factors.

Unleashing the power of AI: Harnessing language models for local government, schools & nonprofits

Friday, September 15, 10:00 am ‐ 10:50 am

  • MarKeith Allen, Senior Vice President and Managing Director of Mission Driven Organizations, Diligent
  • Nonie Dalton, Vice President, Product Management, Diligent
  • Ari Ioannides, Board Member, Park City Institute

Discover the untapped potential of artificial intelligence (AI) in this engaging session, designed specifically for K-12, local government and nonprofit organizations. With the rapid advancements in language models like ChatGPT, leaders and administrators now have access to powerful tools that can streamline their daily tasks and improve overall efficiency. Join us as we delve into how administrators can leverage these technologies to transform their day-to-day operations. We will discuss how to overcome common concerns and hesitations about adopting AI tools, and we’ll provide practical examples of how language models can assist in analyzing financials as well as drafting communications, sample policies, press releases, resolutions and board agendas.

Public sector auditing: Digitization for state and local agencies

Friday, September 15, 10:00 am ‐ 10:50 am

  • Jason Reeves, Indiana Department of Transportation
  • Emil Tzanov, Chief Audit Executive, MARTA
  • Moderator: Katja Freeman, Principal Public Sector Specialist, Diligent

Join this panel of state agency representatives as they discuss their experiences transitioning to a digitized platform and using automation and analytics to create efficiencies throughout the entire audit process, leading to more impactful audits for even the most complex organizations. Learn how mass transportation systems are broadening their scope to support community-related initiatives, and explore best practices for communicating audit results to the board and leadership.

Positive public participation: Engaging the community through livestreaming & hybrid meetings

Friday, September 15, 11:00 am ‐ 11:50 am

  • Gary Buchanan, Community Manager, BoxCast
  • Dr. R.J. Gravel, Associate Superintendent, Glenbrook High School District 225
  • Moderator: Janie Alexander, Implementation Specialist, Diligent

School districts can meet public meeting requirements by providing access to meeting agendas and materials online. But encouraging positive public engagement requires a focus on transparency and inclusivity by providing access to all aspects of district governance. Glenbrook High School District 225, a nationally ranked school district near Chicago, will share how they have introduced “a single pane of glass” that allows their community to access meeting agendas, view an embedded livestream of the meeting, and even engage in dialogue with their elected representatives and the district’s administration. Hear how they introduced this solution to their board, and its impact on community engagement.

Transparency & compliance: Managing your public site

Friday, September 15, 11:00 am ‐ 11:50 am

  • Shameika Henry, Administrator, Saint Louis Public Schools
  • Kevin Moss, Washington County, OR
  • Moderator: Francyne Coates, Implementation Manager, Diligent

A well-informed public provides necessary support for school district initiatives and strategic goals. Making board information and policies easily accessible is an essential part of ensuring the balance between transparency and compliance. In this session, hear from a board administrator and a district superintendent about how their board management system has helped to improve communication with the public, making access to information more efficient and reducing the burden of public records requests on district staff.

How to register for Modern Governance Summit 2023

If you haven’t already booked your ticket to join us at Modern Governance Summit 2023, we’d love to see you there! Register here.


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