In this session, panelists will share their experience in migrating from BoardDocs to Diligent Community. Discover the strategies that helped ensure a smooth transition, the support provided by the Diligent team, how to address common concerns, and how their staff, leadership and community have benefitted since upgrading. 

Executive Assistant to the Superintendent and Board of Education

Shiona Nash

Executive Assistant to the Superintendent and the Board of Education

Alice Black

A veteran District level Administrative Assistant

Jamie Durkowski

From BoardDocs to Diligent Community: The view from the other side

Navigating governance and compliance requirements for complex and multinational organizations is a tall order.  Hear from our panel of customers leveraging Diligent Boards and Diligent Entities together to create a single source of truth for their corporate record and digitize corporate governance across their enterprises.  

Corporate Paralegal

Savannah Washco

Optimizing tools for corporate governance: Entities & Boards are better together

Discover the latest innovations in audit management on the Diligent One Platform. Enhance strategic alignment with an integrated audit ecosystem and risk taxonomy. Stay agile against emerging risks by leveraging dynamic response capabilities with continuous planning. Maximize value and efficiency for your team by aligning audit activities with organizational objectives.

Director, Product Management

Phil Lim

Senior Director, Product Management

Tom Faraday

The future of audit: Risk manager, AI and user experience

In January 2024, the IIA released the new Global Internal Audit Standards, set to take effect in January 2025. This update marks the most significant change since the introduction of the International Professional Practices Framework (IPPF). This session will provide an overview of these new standards, highlighting their importance to internal auditors, board members, and corporate governance professionals.

The new Global Internal Audit Standards:  Why they matter to board members, corporate governance professionals and internal auditors

Having trouble making the switch from Boards One Click?  This customer panel features Boards power users on making the switch from One Click to Boards Web to handle even their most complex governance requirements, including how they managed change, results they achieved and what they wish they knew sooner.  

Change management: Boards Web adoption tips from the field

Studies have shown a correlation between higher levels of board effectiveness and boards that adopt inclusive practices and consist of directors from a range of backgrounds and experiences. Leading boards maximize their effectiveness by intentionally evaluating board dynamics and by structuring meetings, engagements and relationships to be inclusive. In collaboration with board members, national organizations and leading thinkers, we have compiled practices and tools to assess your board’s practices and activities. To help you create a leading board culture, we'll share the most impactful takeaways along with insights from seasoned governance professionals already implementing these practices in the boardroom.  

10 practices to build the best boards

Join analytics experts to explore advanced functionality in Diligent ACL and the E2E Audit to Board Reporting functionality. Experts will demonstrate features like creating advanced robots and sending data from ACL to Diligent One Platform for visualization.

Advanced Diligent ACL Analytics

What does good governance look like? How do you recognize a well-functioning board?  Seasoned general counsels will share their perspectives on the standards and practices that set organizations apart and enable governance to be a competitive advantage.  

General counsels on performance standards for board administration

Multiple regulations mandating higher levels of corporate transparency are coming into effect globally in the coming year, including the Corporate Transparency Act in the US and ECCTA in Europe — and many companies are still working to understand how these rules impact them and what they need to do about it. Hear how companies are navigating these new regulations, and how entity management technology helps mitigate regulatory risk.  

Director of Legal Operations

Hope Cannon

Senior Director, Customer Success

Cathy Cartieri 

The Corporate Transparency Act: Navigating key changes and implications

Preparing for an IPO demands that organizations mature several interconnected competencies within the business in preparation for new levels of transparency: corporate governance, organizational resilience, financial reporting, sustainability and legal compliance. Join this session to learn from cross-functional GRC professionals and legal experts who have been through an IPO and the roadmap they followed to sucessfully take their companies public.

Chief Legal & Administrative Officer

Nithya B. Das

What to know before you IPO: Rallying around GRC best practices

In our dynamic governance, risk and compliance landscape, the ability to adapt and innovate has become crucial for internal auditors. This session focuses on the transformative potential of automating audits and risk management through advanced analytics. Participants will explore how leveraging cutting-edge technologies and analytical tools can significantly enhance the efficiency, accuracy and depth of audit processes and risk management strategies.

Automating audits and risk management: Harnessing analytics for efficiency and insight

Welcome to Diligent ACL, the foundation of analytics for not only the audit functionality in the Diligent One Platform, but the basis for analytics across all of the Diligent GRC functions. This session is designed for beginners and as a good refresher for users who want more practice. Explore functionality like basic scripting, creating your first robot and more! 

Intro to Diligent ACL Analytics

In today’s evolving business landscape, internal audit leaders play a critical role in providing actionable insights to the board. This session equips internal audit leaders with the skills to enhance board reporting by distilling complex audit findings into clear, impactful messages. Learn techniques for crafting compelling narratives and leveraging visual storytelling to effectively communicate key insights, risks and recommendations.

Elevating board reporting: Communicating insights effectively to drive strategic decision-making

Learn best practices for third-party risk and compliance management, hosted in a small format to welcome participant exchange.

Third-party management: Best practices for compliance

Join us for actionable tips from industry experts to make your compliance metrics both effective and efficient. Learn how to identify and use good metrics, avoid bad ones, and create a metrics plan that  adds value to your business. Gain practical insights to ensure your compliance metrics are meaningful and impactful. 

Leveraging compliance data for decision-making​

The impact of AI is top of mind across GRC professionals. Explore the advantages of using AI in your compliance practice and the latest commentary on risks of AI applications.

AI and ethical compliance: Navigating new frontiers​

Compliance teams are sometimes typecast as box checkers and process police, having little to do with corporate ESG programs. But in reality, compliance professionals are key to running successful ESG initiatives. Join us for an exploration of the role compliance teams play in successful ESG programs, how these roles are evolving, and how compliance leaders can stay ahead of the curve. 

Unlocking ESG success: The power of compliance teams

Just as cost accounting before it, sustainability has grown to play a crucial role across departments. More than simply a question of reporting, ESG should be embedded in the workflows of risk, audit and compliance teams. This is no simple task. Join us for a discussion of what’s possible with embedded ESG.

Embedding ESG: A new frontier for audit, risk and compliance teams 

ESG is often seen as a cost center with professionals required to make the case for their budgets regardless of how vital their work is to the company. Using creative thinking, however, you can not only convey the value of ESG to other departments, but potentially turn the ESG department into a source of additional value for the company.

ESG: From cost center to value creator

Join local government and education leaders and administrators to hear how Diligent Community helps them to address the needs of their constituents. From improving accessibility to supporting engagement, panelists will share improvements in transparency and how these improvements have impacted the feedback they receive from stakeholders. 

City Secretary

Frances Aguilar

Superintendent

Lance Arbuckle

Live & clear: Streamlining transparency and compliance with Diligent Community

Boards and audit teams play a greater role in sustainability oversight and reporting than ever, working closely to create accurate and defensible disclosures. Explore best practices these teams can follow to get — and stay — aligned and make meaningful, defensible disclosures.

Defensible disclosures: Aligning boards, audit and ESG

Governance professionals are navigating shareholder risk from a multitude of angles with new disclosure requirements demanding transparency on ESG, cyber and executive compensation — not to mention the universal proxy card holding each board seat accountable.  With activism on the rise, proxy season is putting companies under the microscope in new ways that demand fresh a fresh approach to shareholder engagement and owning your proxy narrative. Join our expert panel to hear trends from the recently wrapped proxy season and how companies are using benchmarking to enable confidence in their disclosures.  

VP of Editorial, Diligent

Josh Black

Mitigate shareholder risk & control your proxy narrative: ESG, cyber, executive compensation & beyond

2021 was a watershed year for IPOs in the United States, with more than 1,000 companies going public. During this time, governance norms were shifting; SPACs outpaced traditional IPOs and shareholder expectations around ESG and board diversity were evolving. Over the next three years, shifting monetary policy, geopolitical conflict and the rise of generative AI would put these companies and their governance structures to the test. Nearly 4 years on, what can the IPO class of 2021 teach us about the role that good governance plays in building organizational resilience and creating value for shareholders?

Product Marketing Director

Rob Kiser

The IPO boom revisited: How it started, how it's going and what can we learn

In this session led by Diligent trainers, we'll show you how to replace common processes in OneClick with updated features in Diligent Boards Web Admin — and unlock innovation in the process.  

Manager, Solution Engineering 

Wendy David

Diligent Boards training: Moving from OneClick to Boards Web

Join fellow Entities customers for a facilitated conversation.

Subsidiary management: Best practice knowledge sharing from your peers

Simplify the agenda creation process with templates and custom workflows for advanced agenda building. Discover strategies to streamline agenda creation and collaboration, simplifying item submission and approval for all staff. Engage stakeholders and enhance efficiency while allowing for review and feedback. 

Tools for efficient agendas: Understanding templates, meeting groups & workflows

Join us for an in-depth discussion on the rise in new sanctions designations and enforcement amidst the ongoing conflicts. This session will explore the complexities of navigating these geopolitical dynamics to ensure compliance, resilience and good governance. Learn from experts about adapting your strategies to stay ahead of evolving regulations and mitigate risks in a volatile global landscape.

Geopolitical dynamics & sanction strategies​

Risk hides throughout your corporate structure, from group to regional to legal entity level. Yet many companies still don’t have the governance processes in place to continuously monitor compliance from top to bottom. Discover how proactively managing legal entities mitigates operational risk and enhances companies’ capacity to focus on more strategic decisions.

Entity management as risk mitigation & capacity building

Delve into the latest trends, challenges and best practices in cyber risk management, AI applications and GRC software vendor consolidation. Our expert panelists will dissect strategies for navigating the evolving cyberthreat landscape, harnessing AI for risk prediction and mitigation, and optimizing GRC software to streamline compliance efforts amidst vendor consolidation. Join us for a dynamic discussion that promises to provide invaluable insights into shaping the future of risk management in a rapidly changing digital world.​

Senior Analyst

Cody Scott

Chief Information Security Officer

Phil Venables

The future of risk management: Cyber, AI and GRC software

With recent high-profile cases out of the Delaware courts and increasingly litigious proxy fights within small cap public companies, the level of personal liability facing directors and officers of companies has never been higher. And the pressure on governance and legal professionals to mitigate these risks has increased commensurately as well. Learn from customers and legal professionals how they're implementing proactive governance practices to mitigate legal risk in this new era of Caremark standards.

Director of Corporate Governance and Assistant Corporate Secretary

Suzanne VanSligtenhorst

Let's not get sued: Proactive governance in the new era of Caremark

New to Diligent Boards?  Welcome! This training session is for you. Diligent trainers will take you through some of the fundamentals so that you can uplevel your board management processes to maximize efficiency and security.  

Boards user training (beginner)

Boards Premium Questionnaires got some major enhncements over the past several months that can make your next D&O or board evaluation a breeze with templates, notifications and new question options. Join this training session specifically focused on Premium Questionnaires so you can take advantage in the upcoming D&O season and beyond.  

Diligent Questionnaires user training

Calling all Boards power users — this training is for you! Led by Diligent Boards trainers, this session will dive into deeper functionality to help you optimize efficiency.

Boards user training (advanced)

Adopting new board management software can feel overwhelming, but it doesn't have to be. Board admins face a unique challenge as they seek to drive adoption amongst board members and executives. Learn how one customer partnered with Diligent to drive adoption of of Diligent Boards among board members and executives to establish more secure and efficient processes for board and committee meetings.

Vice President, Corporate Compliance and Administration

Renee Wardlaw

Getting your board on board

Consistently and securely providing an accurate, clear and complete snapshot of your company every quarter builds resilience. Join this session to learn how Diligent is optimizing our Boards and Entities solutions to better support the efficient and secure collection, organization and presentation of data from internal systems and key stakeholders. 

Vice President, Product Management

Tolu Ajimoko

Yu-Kuan Lin

What's new: Live! Boards & Entities Roadmap

AI has the potential to revolutionize the way we all work, and that includes corporate governance. While new technology creates opportunities, it also introduces new risks. This panel discussion will explore ethical considerations, new challenges in managing risk and accountability, and how AI can improve efficiency and decision-making in the boardroom and beyond.

AI in the boardroom: Risk and opportunities

Join our risk management workshop, tailored for risk and audit professionals seeking to enhance their knowledge of Diligent’s Enterprise Risk Management and IT Risk Management solutions. Through interactive demonstrations, participants will explore key topics including proactive risk assessment techniques, integrating risk management into audit processes, and leveraging technology for enhanced risk monitoring. Join us to elevate your risk management program and unlock the full potential of Diligent software in navigating today’s evolving risk landscape.​

Senior Manager, Product Marketing

Jay Cameron

Director, Advisory & Consulting Services

Samer Rahim

Diligent Risk Management ​workshop: Empowering audit & ​risk professionals

Gain invaluable insights into effective risk communication strategies with industry thought leaders. Discover best practices for articulating complex risks to senior leadership and the board, empowering risk-informed decision-making processes. Our panelists will share practical tips, case studies and communication frameworks to enhance risk transparency, foster business resilience and drive strategic alignment. Don't miss this opportunity to refine your risk reporting skills and elevate your impact as a risk leader.

Chief Legal Officer & Corporate Secretary

Inna Barmash

Reporting risk to leadership and the board: Strategies for risk-informed decision-making

Explore the transformative power of collaboration between audit and risk professionals in identifying, assessing and mitigating strategic and operational risks effectively. Our panel of experts will delve into successful collaboration models, best practices for aligning objectives, and leveraging synergies to enhance risk visibility and strategic decision-making. Join us to uncover actionable insights, foster cross-functional partnerships, and drive a culture of risk-awareness throughout your organization.

Audit, Risk & Compliance Thought Leadership

Katja Freeman

Achieving holistic risk management through collaboration between audit and risk teams

Join us for an illuminating panel session where Diligent customers unveil real-world success stories of transitioning from manual spreadsheet-based risk management to cutting-edge software solutions in the public sector. Through firsthand accounts from industry leaders, gain invaluable insights into the benefits, challenges and best practices of implementing enterprise risk management (ERM) software. Discover how these organizations have streamlined risk processes, improved decision-making and fortified resilience against emerging threats. Don't miss this opportunity to glean actionable strategies for elevating your ERM program and driving positive transformation in your organization.

Audit, Risk, & Compliance SME

Jason Venner

From spreadsheets to software: Enhancing your ERM program

Let us be your navigation guide! Discover the quickest methods to access and manage information in BoardEffect. Become a platform pro. Accelerate agenda preparation and put your meetings on cruise control.

Manager, Customer Success

Sarah Miller

BoardEffect GPS: Master your platform navigation

Unlock the secrets to driving business success through Diligent Risk Management in our customer panel session. Dive into firsthand accounts from industry leaders who have leveraged Diligent’s Enterprise Risk Management (ERM) and IT Risk Management (ITRM) solutions to enhance their commercial operations and automate their cybersecurity program. Discover how organizations have optimized risk processes, bolstered decision-making, and gained a competitive edge in today's dynamic market landscape. Join us to uncover actionable strategies, success stories and best practices for maximizing the potential of Diligent Risk Management in commercial settings. 

James Wade

Global Vice President, Information Security and Technology

Ricard Kelly

Driving business success with Diligent Risk Management

This session unpacks the strategies that seasoned BoardEffect administrators use to drive successful meetings and governance. From tips for setting up practice books and workrooms, to defining custom categories and other settings, there are many options to set your organization up for long-term success. Whether customizing and standardizing email templates, or updating user profiles, attendees will learn the top BoardEffect best practices and unique applications that optimize BoardEffect for your board’s unique needs.

Boardroom behind-the-scenes: Setting the stage for effective meetings

Join our expert team of training specialists for an informal Q&A session. We'll cover any remaining topics from our earlier training sessions, and attendees will be invited to submit questions in advance. No question is off the table! 

BoardEffect Q&A: Beginners and experts welcome!

Get ready to boost productivity and make your board meetings smoother than ever. In this session, attendees will learn how to improve their board meetings using BoardEffect. Discover tips for setting up meetings more efficiently, accessing documents easily and keeping everything secure. 

Boosting board meeting efficiency: Optimizing preparation & productivity

Learn about the Diligent Institute certification program that helps leaders of nonprofit and mission-driven organizations to develop cyber literacy skills in order to confidently execute their role in providing strategic direction and oversight of cyber risk and emerging technologies. Participate in a hands-on activity that highlights program topics including the cybersecurity regulation landscape, cyber risk management, cyber strategy and board oversight, and navigating cyber incidents.

Executive Director, Diligent Institute

Dottie Schindlinger

The board’s role in navigating security & risk: The Diligent Institute Certificate in Cyber Risk Oversight for mission-driven organizations 

An engaged board has positive long-term effects on the organization and its mission. We will discuss the factors that define positive board engagement and how to leverage technology to support board members with onboarding, training and ongoing support. Learn how BoardEffect helps administrators and board members to  be prepared to make informed and effective decisions. 

Engage for impact: Considerations for board member engagement & outcomes

Join leaders from Glenbrook High School District 225 as they share insights from their two-year journey with Diligent Community. Discover how they've enhanced stakeholder engagement using Livestream Manager and integrations with Zoom and Boxcast, and streamlined policy management by revising over 100 policies using the new policy publisher tool. Learn practical strategies and best practices to effectively utilize technology in educational administration.

Deputy Superintendent

Dr. R.J. Gravel

Trust through transparency: Harnessing the power of Diligent Community

Developed in partnership with Pennsylvania School Safety Institute (PennSSI), our Diligent Institute certification program helps public education leaders develop cyber literacy skills to confidently execute their role in providing strategic direction and oversight of cyber risk and emerging technologies. Participate in a hands-on activity that highlights program topics including the cybersecurity regulation landscape, cyber risk management, cyber strategy and board oversight, and navigating cyber incidents.

Associate Director, Professional Development

Cytha Guynes

The board’s role in navigating security & risk: The Diligent Institute Certificate in Cyber Risk Oversight for K12 education

An engaged board is a productive board. Hear from a sitting board member and an executive secretary about what it takes to create an environment for positive board engagement. From onboarding to training to ongoing support, learn how Diligent Community supports both administrators and board members in making informed decisions that benefit the community. 

Executive Secretary

Catherine Hill

The engaged board: Supporting a positive member experience

Learn the quickest way for your board to review and adopt policies. Draft, review and adopt policies and publish to an online handbook with integrated Microsoft Office tools for seamless staff collaboration. We’ll show you how to simplify your policy records and public requests with an auditable version history and timeline for each policy.

Managing the policy lifecycle: Best practices for creating, reviewing and publishing policies

This session will demonstrate how to optimize your processes and simplify the way  you provide information for the public. Learn how to customize outreach with your organization's logo and colors, how to set up integrations with social media platforms to streamline communication, and how to manage calendars, meeting notifications, subscriptions and requests to speak. Plus, captioned livestream broadcasts and site search help keep your community informed and engaged. 

For the people: Features for public awareness & engagement

Enhance your skills in managing live meetings and minutes. In this hands-on training session, discover time-saving techniques and practical tips for seamless coordination and record-keeping during your meetings. Learn about editing and distributing minutes, and efficiently managing voting processes. Discover user-friendly tools that will boost your  productivity.

Modern meeting management: Keeping control before, during & after

Don’t lose control — master your permissions and security settings! Discover how to fine-tune user access and delegate tasks, ensuring your board’s data stays secure while streamlining your workflow.

BoardEffect data KISS: Keep it safe and sound

Spice up your meeting books with BoardEffect’s latest features! Develop a taste for seamless collaboration via Word and PowerPoint, using built-in integration with Microsoft Office 365. Learn to customize layouts and create easy-to-navigate books that keep your board members on the same page.

BoardEffect cooking class: Recipes for better meeting books

This session will cover how Entities can help you manage the many data points required to support new reporting and filing requirements for the Corporate Transparency Act, as well as other key data tracking and reporting like Know Your Customer (KYC), bank detals and Ultimate Beneficial Owner (UBO). Capabilities covered: CTA/ECCTA compliance and tracking critical data points like KYC, bank details and UBO.

Entities training: A single source of truth to ensure compliance

Now that you've established Diligent Entities as your single source of truth for critical data, how do you get a clear view of the full corporate record? Join this session to learn how org charting and group structure visualization (GSV) can help you communicate a high-level view to board and executive stakeholders to drive strategic decisions. Capabilities covered:  org charting and GSV.

Entities training: Getting a clear view into your corporate record

Entity management is complex work, but what if machines could do it? With Diligent Entities, they can! Join this session to learn how you can use Diligent Entities to automate repetitive tasks with features like Document Assembly, Company Health Check, Entity Lifecycle Management, and more.

Entities training: Automating entity management

In this session, you’ll hear from Boards power users and enthusiasts on how they supercharged the efficiency of their meeting prep, solved common workflow issues and included more stakeholders in their processes – ultimately making their governance more secure with new features that have made a big impact. You’ll leave with fresh ideas on using technology to solve challenges and up your game in the boardroom.           

Senior Manager, Corporate Governance Lead 

Stephanie Benton

Winning the board game: Up-leveling your board with game-changing features

Take a deep dive into BoardEffect collaborative tools and learn how they can simplify many of the processes required to manage your Boards and Committees.  Discover how you can use features like Approvals, Surveys, and Polls to request information, collect responses, and analyze results, securely in your BoardEffect platform.  Learn best practices and see real life examples that help you easily gather and protect valuable information from staff and insights from your Members.

Corporate Operations

Melissa A. Wilmoth 

Survey says: The power of impactful surveys and polls

Learn how to efficiently manage live meetings and minutes using BoardDocs in this hands-on training session. Discover time-saving techniques and practical tips for seamless coordination and record-keeping during your meetings. Enhance your skills and boost productivity with BoardDocs’ user-friendly tools.

BoardDoc live meetings and minutes: Pro tips for managing meetings 

Discover the collaborative power of BoardDocs Workflow in this training session. Learn how to streamline the agenda-building process by involving multiple stakeholders, enabling seamless collaboration and feedback. Enhance efficiency and transparency as you harness the full potential of BoardDocs Workflow to create well-structured and synchronized agendas for your board meetings.

BoardDocs workflow: Using workflow to build agendas collaboratively

Join Laura Tatem, VP of Audit at Hillsborough County Aviation Authority, as she discusses how leveraging a comprehensive solution like Diligent One enhances collaboration and drives a data-driven, risk-aware organization through analytics and automation. Additionally, learn how FedRAMP authorized GRC solutions ensure compliance with federal mandates.

Breaking down siloes: Improving collaboration with a platform approach to GRC

In today’s rapidly evolving business landscape, Governance, Risk, and Compliance (GRC) leaders must transcend traditional roles and become strategic partners to the business. This session will delve into the critical role that analytics plays in forging strong partnerships with business units. By leveraging advanced analytics, GRC leaders can gain better access to data, which in turn enables them to provide more insightful and impactful analysis. This partnership not only enhances the value delivered to the business but also facilitates increased budget allocation and program growth. Join us to explore practical strategies and real-world examples of how analytics can transform your GRC function into a valued business partner.

Using analytics to become a partner with the business

Registration

Welcome reception

Solution showcase reception

Networking night out

Unlock the full potential of BoardDocs' options settings to streamline your governance processes and enhance decision-making capabilities. Learn how to tailor these settings to your organization's unique needs, improving efficiency and empowering your board to achieve its goals more effectively.

BoardDocs Manager: Making the most of your option settings

Achieving effective governance for organizations in the public & social sectors requires efficient, secure and integrated solutions that are purpose-built for elected & volunteer boards. For users of BoardDocs, BoardEffect, iCompass and Diligent Community, join our VP of Product for exciting updates on coming enhancements to advance security, incorporate best practices, deliver actionable insights, and improve board engagement and development opportunities.

The future of governance for mission driven organization

From breakout sessions with the latest trends, to hands-on training, inspiring general sessions, this event will surely be one to remember. Browse our 65+ sessions below by track, format or industry. 

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