White Papers

Digital Governance for Financial Institutions

This guide provides an overview of the current state of digital governance in the finance sector, the challenges you might encounter when starting with the journey, and some tips to get you through the transition. Download now to take the first step.

Master Board Assessments: Your Complete Guide + Template

The board of directors is responsible for upholding good corporate governance within organizations. To maintain the board’s effectiveness, regular evaluations are essential. This guide provides fundamentals about board assessments to empower you to build a stronger board.

Robert’s Rules of Order Cheat Sheet

This simplified cheat sheet gives you all the necessary information about Robert’s Rules of Order. From board rules to best practices, this guide will help you conduct organized and successful meetings. Download this free Robert’s Rules cheat sheet now.

How to Create a Board Skill Matrix + Template

How does a board of directors ensure it possesses the right skills for success? This guide introduces you to the board skills matrix and how it leverages data to reveal a board’s strengths and growth opportunities. Learn how to create a board skills matrix with a step-by-step guide. Plus, get a free board member skills matrix template to kickstart your process!

Nonprofit Business Plan Template

This one-page template gives you a quick view of a simple nonprofit business plan. From the fundamentals – the mission, vision, and goals – up to the finance section, this document shows all the necessary information you need to provide when writing one for your business. Download our free template here.

Meetings Made Better: A Pro’s Guide to Meeting Management Software in MS Teams

Microsoft Teams is a powerful collaboration tool, but it can be challenging to use for structured meetings. This pro guide provides tips and best practices for more intuitive Teams meetings for administrators and participants. Get this guide to learn more about how Convene in Teams makes meeting management possible with just one app.

Board Portal Comparison: Features and Vendor Matrix

Board portal solutions are catalyzing organizational efficiency by providing secure and streamlined board operations. What’s more, these platforms promote informed decision-making, transparency, and compliance. In this guide, we will explore the benefits of board portals, factors to consider when choosing one, and how you can find the best vendor.

Writing Board Resolutions: Free Template

Board resolutions serve as legal documents for accounting board decisions. Ensure complete and accurate records with a guide. Get our free board resolutions template now!

Board Meeting Minutes Template

Meeting minutes hold the key to the board’s effective communication and productivity. Ensure accurate meeting records at all times with this exclusive minutes template. Get our meeting minutes template for free!

Buyer’s Guide to Board Management Software

This buyer’s guide gives you all the necessary information to find the board management software that best suits your organizational needs. From why you should invest in a board software and what aspects to look for when choosing one, this comprehensive guide got it all. Also, explore why Convene is your best option. Download this guide now.

Board Meeting Agenda Template

Your meeting agenda serves as the roadmap for your board meeting. To better navigate your discussions and drive engagement, get your free copy of our board meeting agenda template now.

Modern Governance in Higher Education: A Comprehensive Guide

Similar to the corporate industry, the higher education sector is constantly pressured to deliver and perform in new ways. With the advent of innovative learning methods and other pedagogies, universities and other educational institutions need to be more versatile. And most importantly, they need to meet the needs of the economy and society. In this paper, you’ll learn how good modern governance plays a role in meeting these needs.

Convene Board Portal: Use Cases Organizations Should Know About

Board portals are utilized by numerous businesses worldwide to create productive workflows and smarter leadership meetings. Find out here how you can better take advantage of board portal capabilities to suit your company’s unique needs. Learn more about why Convene is the perfect investment in the market today.

Your Guide to Taking Effective Meeting Minutes

Meeting minutes can serve as records, containing discussion summaries and action items from the meeting and keeping everyone on the same page for the next one. Let’s take a deep dive into how you can create an official record of your board meeting, and discover how Convene can help you with that. Get started using our free minutes template.

Hybrid Meetings: Elevating Virtual and In-Person Meeting Experience

Hybrid meetings offer corporate groups and teams the best of both worlds: the convenience of virtual collaboration and the more personal interaction of onsite sessions. In this paper, we will share why mixing remote and in-person meetings is beneficial and how to organize successful hybrid meetings.

Also, learn how our products — Convene and CiT — can make your transition to a hybrid format easier and faster.

Effective Board Meeting Agenda Guide: All-in-One Guide

An effective meeting agenda is built upon a logical and efficient process. Tackle the challenges and follow the best practices in preparing for your board meetings.

Use this guide to optimize your meeting preparation and achieve a productive and flawless board meeting from start to finish.

A Market Guide to Board Portals

Here’s everything organizations need to know before deciding on a board portal solution. Learn the key criteria that need to be considered and the best implementation strategies, to get the most out of your investment. Download this market guide to board portals and discover how Convene can help transform your board meetings.

A Comprehensive Guide To Board Portals

The adoption of board portal technology in the workplace continues to rise as the business landscape evolves. With the goal of enhancing communication channels and improving governance processes without compromising security, identifying the right solution requires a thorough search in the market.

Read the comprehensive guide to choosing the right board portal solution for your organization.

Combating Cybersecurity Risks in the Boardroom

In the face of escalating cyber threats, boards must prioritize cybersecurity like never before. A breach can lead to data loss, financial fallout, and legal repercussions. Investing in cybersecurity measures isn’t just about safeguarding sensitive data; it’s about securing the entirety of operations. Here’s a guide to help boards effectively mitigate cybersecurity risks.

Environmental Costs of Using Paper in the Office

In recent years, the global movement towards sustainability and being more environmentally friendly has grown and has taken precedent in the business world.

With the ongoing digital revolution, learn how top organizations have started to transition into a paperless meeting and digital workplace.

The Evolution of Board Communication: From Face to Face to a Global Workplace

High-performing boards are hinged upon clear, efficient, and transparent communication strategies at all levels of board communication. To understand the current situation of board communication strategies, it is important to look at how these dynamics have significantly changed over the last few decades.

Read more on how communication technology has evolved and affected board communications.

Cybersecurity Risk Management: Why It Is Needed and How to Proceed

Cyber threats are among the CEOs’ top concerns, according to the PwC’s 20th Global CEO Survey. Awareness of the magnitude and scale of cyber threats is indeed growing, but with many executives still finding the challenge of cyber risks overwhelming, organizations must know how to handle and manage risks in cases of cybersecurity breaches.

Discover how to effectively assess and manage your cybersecurity to protect your organization’s data.

Board Portal on the Cloud: Considerations on Choosing a Vendor-Hosted Board Portal

Top organizations are now choosing to host their IT acquisitions, including board portals, externally to enjoy better flexibility of delivery, operational cost savings, and scalability, among other benefits. Given the sensitive nature of board information, how your vendor is hosting their data and application could dramatically influence your IT risk exposure.

Read more on what to consider when choosing a vendor-hosted board portal solution.

Choosing the Right Hosting Option: On-Premise vs. Vendor-Hosted

Every business has its own requirements when making its data center investments. However, not all actually know the specific aspects to look into. In this paper, you will learn the most important deciding factors when choosing between on-premise and vendor-hosted options, and decide which best suits your data hosting needs.

The GDPR Bulletin: Is Your Organization in Compliance?

While most organizations have enacted the necessary steps to comply with the GDPR, it may be prudent for organizations to continuously assess their compliance and immediately plug any holes to avoid any unlawful actions.

See how your top management, data security team, vendors, and partners can help you comply with the GDPR and other data privacy laws.

Perspectives on Budgeting for Cybersecurity

Cyber attacks have been grabbing headlines across the globe, resulting in an increased awareness of the threats and consequences that cybercrime poses to a business. Thus, businesses should know how to invest in increased cybersecurity-related spending.

It is important to consider the different perspectives when budgeting for the cybersecurity of your organization.

Convene and the SAMA Framework

Standards and frameworks for cyber security are being developed by regulatory bodies to ensure that a certain standard of cyber security is achieved. One of which is the Saudi Arabian Monetary Authority (SAMA) Cyber Security Framework for financial institutions operating in Saudi Arabia.

Learn how Convene, a board portal solution, ensures compliance with the requirements and industry standards in cyber security.

Single Sign On – A Brief Overview

Single sign-on (SSO) is used by enterprises and organizations to streamline access to multiple applications by using one set of login credentials. In this paper, you will learn more about how SSO works and why it is worth implementing to upgrade your enterprise security and prevent attacks.

Guide to Making a Business Continuity Plan

The business continuity plan encapsulates your course of action for disaster recovery and stable operations. Discover the scope and steps you need to fully plan and test the plan.

Use this actionable guide to conceptualize, evaluate, and implement a BCP for effective business continuity management.