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Board of Directors Meeting Templates/Packages

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Question: 
I am looking for vendors that offer Board of Directors meeting templates/packages. Our current BOD meeting packets include PowerPoint presentations with hyperlinks to in house spreadsheets/pdfs and originate from queries off of our core system. We are looking for a more professional package with dashboard qualities and ease of construction and use.
Answer: 

There may be some consultants or vendors offering such packages but I haven't come across them. Being from a community bank and understanding that your reports are your reports and are designed to deliver data your way, I'd recommend instead of having someone else design what you'll provide the board and may likely require that you re-design all your prep processes, that you train an employee to customize what you have. This may be an IT person, you may be using a browser based or tablet specific program but if you train staff to do this you can adapt to needed changes.

Dedicating one employee will cost less than outsourcing plus you will have the ability to tweak and adapt as time goes on. The employee's skillset and the training the bank opts to provide will dictate the capabilities of your new reporting process.

First published on 10/27/2014

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