BoardEffect Research Report: U.S. Laws Governing Nonprofit Boards and Electronic Voting

This report provides a summary of U.S. State laws regarding using electronic communication tools in a board room.  Whenever possible, we have included the legal citation, as well as an explanation of the legal vocabulary, how and where to find each state’s codes, and a list of resources.

The report includes:

  • Summary charts on laws governing electronic voting by nonprofit boards nationally
  • Chart summarizing each state’s code concerning electronic voting by nonprofit boards of directors with a legend identifying the definition of “meetings” for each state
  • Excerpted text from each state’s nonprofit code referring to electronic communication law
  • Research sources, including a listing of each state charity offices’ names and contacts and Nonprofit Association names and contacts for each state

Read more here. 

The Board Governance Platform: Elevating Board Performance

Dottie Schindlinger, EVP of Market Development at BoardEffect

The Governance Institute’s Governance Notes

“Over the last decade, a sea change in governance has quietly taken hold in healthcare boardrooms across the country. Boards have begun to transform their primary role from one of providing fiduciary oversight and ensuring regulatory compliance, to one of driving the success of the institutions they serve. As this change has taken hold, board members and the staff who support them have turned to technology to support their efforts—with an eye towards freeing directors to focus their energies on the big questions of the day and limiting the distraction of dealing with “minutiae.” Governance-related software solutions, often referred to as “board portals,” provide a stable platform to help elevate board performance and propel the institution’s success.”

Read more here.

Leveraging Software to Enhance Bank Directors’ Performance

Dottie Schindlinger, EVP Market Development at BoardEffect

Bank News, November 2014

“In the past decade, and particularly in the wake of the recession, the banking industry has been forever changed.  The ramifications of over a dozen new laws, myriad bank mergers/closures, and an increasingly uncertain and volatile landscape have impacted every part of banking operations and governance.  As a result, the boards of directors of many banks have begun to transform their role from a sole focus on fiduciary oversight, to become a driving force for the success of their institutions.  As this transformation has occurred, board members and the staff who support them have turned to technology to support their efforts – helping bank directors spend less time on “routine” work and more attention to grappling with the complex issues of the day.”

Read more here.

Elevating Board Governance Through Technology – Lessons From the Field

Join BoardEffect’s Dottie Schindlinger, EVP Market Development, and BDO USA  for a fast-paced, talk-show-style session exploring the nuances of the increasingly complex operating environment and steps that progressive organizations are taking to flourish within it.

Tuesday, March 17, 2015 8:00 AM-10:30 AM.

The Hub Cira Centre, 2929 Arch Street, 2nd floor, Philadelphia, PA 19104

Over the past decade, a combination of highly publicized corporate scandals, legislation (such as the Sarbanes-Oxley Act) and a variety of regulatory and public pressures have amplified the focus on the boards of directors of every kind of organization and their ability to perform well.  In turn, the boardrooms of non-profit organizations are no longer populated with members who received a seat at the table in exchange for making a large contribution.  Rather, board members are expected to deliver value to their institutions’ stakeholders, and are judged on how well they help the organization navigate an increasingly complex environment.

Learn more here. 


SaaS Sales – Advisor, Governance Solutions (Washington, DC)

BoardEffect is growing rapidly, fueled by our client base, the demand for our solution, and an outstanding sales team — called Advisors.  Our Advisors are experts in how technology can foster and reinforce good governance practices within non-profit organizations.  Our aim is to uncover the objectives of prospective clients and to determine whether and how BoardEffect can help to address them.  Advisors leverage the “Challenger Sale” methodology to teach prospective clients about the value of building high-performing boards, and to tailor the message to our prospects’ specific situation.  The sales process involves educating these audiences on how the BoardEffect governance platform can support their efforts to enhance board governance.

Learn more here. 

Senior Developer, Ruby on Rails (Washington, DC)

BoardEffect is growing rapidly, fueled by demand for our solution and by an outstanding team and culture. You’re the hands-on type who will not only be a core coder for our leading software product, you’ll be a driver and innovator whose handprint will be on all future product improvements.

The BoardEffect platform, our operations-critical software, is used by over 2,500 Boards of Directors and their staff to streamline the governance workflow of their high profile organizations.

You would be supporting, developing, and customizing a web-based platform that facilitates deliberation and voting, provides board materials in electronic format, and greatly reduces the burden of managing the workload for board members.

Learn more here.

“If you want to go far, go together” – Reflections on BE Connected 2014

  • October 16, 2014
  • BLOG

BoardEffect held its second annual BE Connected Users Conference last week in Washington DC.  In short, it was awesome.  I personally love users conferences; and it never ceases to amaze me how valuable the time together can be.  We shared company updates, received extremely helpful feedback from clients, and witnessed a vibrant community freely sharing its collective governance knowledge.  I also take away a few precious lessons from an amazingly energizing 48 hours:

Transparency Works: New York Senator Kirsten Gillibrand said “I find that when you open the door toward openness and transparency, a lot of people will follow you through.”  This theory was fully supported by the events at BE Connected.  It was motivating to openly share BoardEffect’s plans for our product and operations, and to receive such a warm and appreciative response from our clients.  We are committed to ongoing openness in communication; and we’re eager to continue walking through that door together with our client-partners.

Go Far: I also had the opportunity to attend the BoardSource BLF2014 conference last week, where I was fortunate to hear Jean Case speak.  In her comments, Jean referenced an old African proverb, “If you want to go fast, go alone. If you want to go far, go together.”  We feel like we are moving fast in terms of introducing new innovations within the BoardEffect platform.  But these innovations are being driven by the feedback and requests of our users.  In this way, we feel that we are traveling together in terms of advancing the Board Governance Platform.  And thus, inspired by how far we can travel together.

Let It Go: Bryant H. McGill said, “Abundance is a process of letting go; that which is empty can receive.  In organizing a users’ conference, it is tempting to try to tightly choreograph and control the agenda.  But I’ve learned that it is a bad idea.  The richness that comes out of multiple voices and open discussion with one another is absolutely invaluable. This point was once again on full display last week, through outstanding client presentations, unstructured listening sessions, and a keynote by Nancy Axelrod that favored interaction over lecture.  I fully anticipate going even further in this direction in future years. Continue reading

2014 BE Connected: Let the countdown begin

  • September 30, 2014
  • BLOG

We are less than a week away from the 2014 BE Connected BoardEffect Users Conference; and our team is growing increasingly energized for the event. This will be my first users’ conference with BoardEffect and I can’t wait for it to arrive. Partly, I am looking forward to sharing updates about BoardEffect’s platform, progress, and strategy. But much more so, I am eager to hear and learn from the fantastic line-up of speakers and attendees. Below are just a few of the things I am particularly excited to see and experience:

Museum Tour:  Our own Dottie Schindlinger likes to say that BoardEffect’s roster of clients reads like an NPR commercial.  We are proud of this fact and honored to work with organizations whose missions profoundly impact the world.  That’s one reason why we are hosting a tour of the National Portrait Gallery – a new BoardEffect client – as the kick-off to the conference. What a way to get things going!

Interactive Case Studies: No one enjoys “Death by Power Point.”  With that in mind, our aim at BE Connected is to keep things lively and encourage active participation throughout.  Accordingly, interactive case studies are back by popular demand after last year’s conference.  Governance professionals from Butler University, Concordia Plan Services, ProHealth Care, and Lions Club International will engage participants by sharing valuable lessons learned from the field, and asking all in attendance to share their own innovative ideas.

Thought Partnership: Nancy Axelrod, renowned author in the field of non-profit governance, has written numerous books such as “Governing for Growth” and “The Governing Board.”  Given her prolific body of work, it was tempting for us to simply hand Nancy the microphone and sit-back for a highly educational lecture.  But this conference will in no way be a “spectator-sport.”  Rather, Nancy demands active engagement and will lead a fully participatory discussion focused on board effectiveness in her session, “Habits of High Performing Boards: A Good Board Is a Victory — Not a Gift.”  Everyone should come prepared to play an active part in the forum. Continue reading

Registration extended for 2014 BE Connected: BoardEffect Users’ Conference

  • September 21, 2014
  • BLOG

We’re excited to announce that we are extending registration for this year’s BE Connected Users’ Conference which will be held at the Renaissance Marriott in Washington D. C. on Sunday, October 5 and Monday, October 6. Our user conference is designed to provide you with the best practices for leveraging BoardEffect to make the best use of your time and resources through interactive sessions including:

  • “BoardEffect Bootcamp” created to enhance the skills of BoardEffect Administrators
  • A keynote presentation by BoardSource Founder, Nancy Axelrod
  • Discussions of BoardEffect’s vision and product road map by CEO, Todd Gibby
  • Interactive case studies with veteran BoardEffect Administrators to discuss innovative uses of the product

Learn from the BoardEffect community – including BoardEffect’s own governance experts as well as fellow BoardEffect users – the best strategies for success and come prepared to share your own “lessons learned.”

Please click the link here if you would like to register. We hope to see you there!


AMP–ing up Autonomy, Mastery, and Purpose

  • August 26, 2014
  • BLOG

Over the past few months, we’ve spent a lot of time and energy at BoardEffect thinking through our brand promise – what we stand for as an organization and the value we deliver to our clients.  We have been energized by these efforts and are eager to unveil what we consider to be exciting results in the coming weeks and months.

But one concept permeated our discussions and will be an unsurprising element of any forthcoming brand updates – a fundamental belief in, and emphasis on fostering, the transformative power of good governance.  This was a recurring theme in even my earliest blog posts upon joining BoardEffect.  What has crystallized since then, though, is our commitment to building BoardEffect’s collective intellectual capital in the area of governance of non-profit organizations.  And, that is the focus of this post today.

On June 16th, we kicked-off, among the BoardEffect team, an internal program focused on increasing our team’s mastery in the area of governance.  As an aside, see this great video on Daniel Pink’s argument for the benefits of promoting Autonomy, Mastery, and Purpose in the workplace. We agree completely with Pink. We also know that our clients will greatly benefit from our broadly shared domain expertise.  Organizations that do this well have a deep knowledge of their clients, profoundly understand the problems they are solving, and operate with clarity and context.

So what exactly are we doing in this area?  Our Governance Mastery Program is available to all BE team members and is comprised of three main components:

  1. Curation and Commentary: A coordinated effort to gather timely scholarship, research, and trade-related resources, then add insightful analysis.  This gets distributed in a digestible and shareable way to our team.  This has already spurred great discussion, not just internally, but with our clients, partners, and the market.
  2. Education: Everything from speaker-led round-table sessions to opportunities to participate in conferences, online training, and certificate programs.
  3. Pairing: Individual consultation for team members who want to deepen their experience relating to non-profit boards.  This runs from mentor / advocate pairings to matching team members with opportunities to serve on boards that reflect their interests and experience levels.

These are early days, and we have work to do.  We are enthusiastic about the early efforts, but sustained energy is necessary in order for this effort to bear consistent fruit. So, why write about it now?  Because in the coming weeks, we will begin to share the output from this program, particularly articles from the Curation and Commentary part of this initiative.  Hopefully you’ll enjoy these as much as we have.  And, you’ll now know when you see them that they are part of our Governance Mastery Program and our efforts to consistently elevate Autonomy, Mastery, and Purpose within BoardEffect.