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. 

Senior Training Specialist

Merrit Brooks

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

Jaime Durkowski

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

Part of mitigating organizational risk is democratizing information. For firms with many national or international subsidiaries, making sure that everyone in your organization has a consistent understanding of your global entity footprint is critical for staying in compliance and being deal-ready at a moment’s notice. This panel features power users of our Entities platform, who will discuss how they leverage the solution to achieve organizational excellence and make sure everyone is on the same page (sometimes literally).

Senior Manager, Customer Success

Curtis Duncan

Corporate Paralegal

Savannah Washco

Senior Legal Counsel, Assistant Corporate Secretary

Jana Silva

Subsidiary Governance Liaison and Supervisor

Scott Banks

Being nimble on a global scale – managing your subsidiaries using Entities

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

Vice President, 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.

CEO and Managing Principal of Cherry Hill Advisory and North American Board Member for the IIA

Mike Levy

Senior Director of CAE and Corporate Governance Engagement

Harold Silverman

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.  

Corporate Governance Legal Analyst

Carolina Stasium

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.  

Shareholder Activism Editor

Jason Geeves-Booth

Co-Founder Stanford VMware Women’s Leadership Innovation Lab 

Lori Nishiura Mackenzie

Deputy General Counsel, Corporate Governance

Jim Myers

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.

Lead Advisory Specialist, Professional Services

Adam Habberley

Associate Product Manager

Daniel Cossio

Advanced Diligent ACL Analytics and robots

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.  

Senior Manager

Nikki Holmes

Solution Engineer

Ben Foss

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, Diligent

Nithya B. Das

Senior Corporate Paralegal

Melissa Kaufman

Senior Corporate Counsel

Don Song

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.

Manager of Internal Audit

Corey Lowry

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.

Vice President Risk Management and Corporate Governance

Luis Cuellar

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.

CEO and Founder

Michael Volkov

Director - Industry Practice Lead, Finacial Crime Compliance & Third Party Risk

Morgan Holleran

Third-party management: Best practices for compliance

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.

Founder of The Compliance Podcast Network

Tom Fox

Emerging Technologies Principal

Chris Davis

AI and ethical compliance: Navigating new frontiers​

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.

Customer Success Manager

Elvin Isic

ESG Manager

Heindrek Allen

Principal Solution Designer

Meghan Day

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. 

Customer Success Team Lead

Janie Alexander

Superintendent

Lance Arbuckle

Deputy City Secretary 

Gladis Sanchez 

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.

Director, Product Marketing

Daniel Smith

Co-Founder and CEO

Laura Zizzo

Senior Solutions Engineer

Eyad Abo Tteen

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.  

Managing Director, M&A and Activism Advisory Group

Geoffrey Weinberg

PJT Partners

Catherine Morris

Counsel – Environmental, Social & Governance

Jon Solorzano

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?

Managing Director and Head of Issuer Solutions

Kevin Roy

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

Join us for an exclusive Entities User Roundtable at Elevate, designed to bring together our clients with complex and unique entity structures. This session aims to foster networking opportunities and facilitate peer-to-peer learning among industry leaders leveraging Diligent Entities. 

Tolu Ajimoko

Senior Director, Customer Success

Cathy Cartieri 

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. 

Bebe-Lynn Kew

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

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.

Co-Chair of Global Trade & Investment Group

David Mortlock

Geopolitical dynamics & sanction strategies​

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

Partner

Charlie Lewis

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.

SVP & Partner

Priya Cherian Huskins

Deborah Birnbach

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.  

Training Manager

James Edwards

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.  

Manager, Solution Engineering 

Wendy David

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

Director of Corporate Governance and Assistant Corporate Secretary

Suzanne VanSligtenhorst

Report from the field: Maturing governance through people, process and technology

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. 

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.

Richard Barber

Founder & CEO, Global Data Innovation; Former Partner, Cybersecurity & Data Privacy, Mayer Brown

Dominique Shelton Leipzig

VP and Chief Privacy Officer, Google;  Board Director, ZoomInfo

Keith Enright

AI Business Leader,  Director and Committee Chair, BlackLine,  Former GM of AI Products and Chief AI Officer, Microsoft

Sophia Velastegui

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.​

Director, Product Marketing, Diligent

Jay Cameron

Director, Advisory & Consulting Services

Samer Rahim

Solutions Architect

Billy Cheung

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.

Director, Cybersecurity Practice

John Horn

Chief Legal Officer & Corporate Secretary

Inna Barmash

Chief Risk Officer

Derek Vadala

Industry Practice Leader

Maurice L. Crescenzi Jr.

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.

Solutions Sales Director

Katja Freeman

Director of Internal Audit

Tom Keaton

GRC Analyst & Pundit

Michael Rasmussen

Senior Manager, IT Compliance

Sumit Pal

Achieving holistic risk management through collaboration between audit and risk teams

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. 


Attendees may earn up to 15.75 CEU and CLE based on state qualifications.

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