free nonprofit board portal

Sponsored by: A Service

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Free Nonprofit Board Portal

Alice Zhang

March 12, 2013


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Protecting and Preserving the

Institutional Memories of

Nonprofits Since 1993

www.cjwconsulting.com

(866) 598-0430

[email protected]


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Affordable collaborative data

management in the cloud.


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Today’s Speaker

Alice Zhang Program Director

XCEO

Hosting:

Cheri J Weissman, CJW Consulting & Services, Inc. Assisting with chat questions: Jamie Maloney, Nonprofit Webinars

BoardPortal PLUS® Demonstration

…… Designed by Board Members, for Board Members

XCEO Confidential Property of XCEO, Inc. 2012 © XCEO Confidential Property of XCEO, Inc. 2013 ©

Property of XCEO, Inc. 2012©

Agenda

• About XCEO

• XCEO BoardPortal PLUS® Overview

• XCEO BoardPortal PLUS® Comparison

• BoardPortal PLUS® Live Demonstration

• Questions and Comments

XCEO Confidential Property of XCEO, Inc. 2013 ©

Founded in 2003, XCEO, Inc. is a unique research, development, and consulting

firm. We are committed to excellence and the pursuit of Extreme Personal

Leadership® and Enlightened Governance®. We specialize in inspiration, and

endeavor to inspire highly enlightened board members and high-aspiration

individuals to pursue maximum personal and professional achievements.

About Us

We are headquartered in Santa Clara, CA, the heart of Silicon Valley, and our

East Coast office is in Oak Brook, IL. We are always stand ready to help our

clients achieve extraordinary levels of performance and success.


XCEO BoardPortal

PLUS®

Board Current Performance

Board Future Performance

Compensation Committee

Audit Committee

Gov/Nominating Committee

President Operating

Performance

Board Current Performance

Board Future Performance

Director Current Performance

Director Future Performance

XCEO provides a best-in-

class board portal for all of

our clients. It is the best board

portal because it is much

more than a portal.

XCEO BoardPortal PLUS® Overview


…Mitigating Risks in the Boardroom

Enlightened Governance

XCEO BoardPortal PLUS®

Engineered by leadership and Powered by SCIENCE

• Saves the Board Secretary time.

• Enhances the quality of board service.

• Increases overall board effectiveness.

• Improves security and confidentiality.

• Reduces total cost of director service.


Common Challenges XCEO’s Solution

Building strong relationships between the

board and the management team BoardPortal PLUS

Managing board activities efficiently and

effectively Board Chamber

Managing board member information Community

Scheduling and organizing meetings Calendar

Managing and storing meeting materials

and data Board Books

Managing and storing organization and board materials

Board Resource Center

Providing board members a secure space

to store their working documents My Library

Keeping board members current with the best practices of good governance

XCEO Library

Communicating with board members

effectively Email & Polls

Providing board members easy access to

board materials on the go Web browser and App for

agnostic mobile devices

XCEO BoardPortal PLUS®

Property of XCEO, Inc. 2012©

Portal Comparison

1. XCEO’s Board Chamber is equal or better than most competitors’ portals.

2. XCEO’s Portal contains much more comprehensive and richer features.

3. XCEO’s Portal is device agnostic…accessible from a PC, Android, iPad,

iPhone, Kindle, etc. (iPad App or most browsers)

4. XCEO’s Portal provides the same look, feel, and functionality for all

devices.

5. XCEO’s Portal is designed, developed and maintained by directors for

directors.

6. Access to XCEO’s BoardPortal PLUS® is FREE.

XCEO’s BoardPortal PLUS® vs. Competitors’ Portals


BoardPortal PLUS®

Live Demonstration


Highlights

Benefits of Using BoardPortal PLUS®

1. Completely secure & confidential.

2. Contains comprehensive features and is very easy to use.

3. Director library allows directors to add their own supplementary material.

4. Easy access to our unique resources, assessments, and performance

tools.

5. Different levels of permissions make it easy for the entire organization to

get involved when appropriate.

6. FREE.

Benefits of Using BoardPortal PLUS®


Requirements for Use

1.Request for use of the portal

2.Sign up for annual usage

3.Use the portal


Thank you for the opportunity to share

our value proposition with you.

…… Designed by Board Members, for Board Members



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