The Definitive Guide to “Board Portals”

There’s not a whole lot of choice when it comes to selecting your board portal provider. They can be pricey. But the alternative is creating your own product – or trying out a service from a vendor that really isn’t in the governance space. Both are dubious endeavors.

Here are 8 things about board portals you should know:

• Changing provider isn’t easy
• Ensure all directors use it properly
• Turn off ability to track usage
• Enable note-taking
• But train how to best take notes
• Add reference section
• Bring extra portals
• Bring the WiFi code & a techie

For many more Vid-Guides dealing with corporate & securities law, corporate governance, E&S issues and more – particularly if you want to review any Vid-Guides referred to during this Vid-Guide – see the list of Vid-Guides spread throughout these categories:

• Corporate Governance
• Proxy Season
• Executive Pay
• ’34 Act/Other
• ’33 Act/Deals
• Sustainability/E&S
• Career Advice
• Fun Party

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