Free online education for directors and board members from Directors & Boards, your trusted independent corporate governance thought leader.


Boardroom Technology:
Five Compromises Directors Can’t Make

Originally broadcast March 13, 2013

To replay this complimentary webinar, click here.

This webinar is for any public or private company board member, senior corporate executive, corporate governance officer, corporate counsel, or board advisor interested in better understanding how the board’s current use of technology can impact its efficiency, oversight and protection.

The explosion of iPads in the boardroom has opened up opportunities to directors and executives regardless of how tech savvy they are. Boards can now convey their most sensitive documents and confidential updates to their members’ mobile devices in moments for comment and decision.

In the face of growing volumes of information and greater scrutiny from regulators, shareholders, management and the board itself, a director’s well-established duties to help their organization thrive have become more demanding. Technology offers great opportunities for efficiencies and improved communication. But it also creates challenges. How will the new systems – from email, e-readers, internal portals and board portals – handle the data storage, document retention and security issues important to directors and leaders? 

If you go about it the right way, you don’t have to make trade-offs between ease of use and mobility on the one hand, and protection and support on the other. By evaluating where your board currently sits on the technology spectrum and recognizing the trade-offs, you can avoid making five common compromises.

Diligent Board Member Services has helped over 2,500 boards improve their processes through portal technology, including 252 Fortune 1000, 129 TSX companies and other public companies, as well as a variety of private firms, not-for-profits and government agencies globally and across industries.

In this 60-minute free webinar, Diligent Board Member Services’ Alex Sodi and Jeffry Powell, and Directors & Boards' Jim Kristie, discuss what’s driving board portal trends; review the opportunities and risks of traditional, electronic and portal tools from the director’s perspective; and identify best practices in five key areas of board technology to help you determine where your boards line up.

To replay this complimentary webinar, click here.


David McCleskey currently serves as Chairman of Gwinnett Medical and has been a board member since 2004. Gwinnett Medical is a 553-bed, not-for-profit healthcare network that provides a wide array of high-quality services and facilities in Georgia. He has led to board to develop new policies to support quality care and instituted educational opportunities for fellow board members. David has also initiated board efficiencies through the use of technology.

Formerly an award-winning middle school teacher, David also currently serves as Governmental Liaison and Community Ombudsman for the Gwinnett County Public School System. At the state level, he has been of service to two gubernatorial administrations. David first served as an Executive on loan for two years to the Governor Barnes-appointed Georgia State Board of Education.  During the Perdue Administration, David served two years as lead staff and assistant policy director to the Governor's Education Finance Task Force. He then held, for two years, the position of Chief Operating Officer for the Georgia Teachers Retirement System.

David’s passion for families and the Gwinnett community is evident in other ways, too, as he has served on many local boards and community service organizations. 

Alex Sodi is President, CEO and Executive Director of Diligent Board Member Services, Inc., as well as one of the founders of the company. Alex sets Diligent’s overall direction and product strategy, in addition to ensuring Diligent continues to offer the ultimate user experience and service for the board member. Under his leadership, Diligent has grown into the provider of the world’s most widely used secure board portal, a publicly traded company, and a two-time Deloitte Technology Fast 500 honoree. 

In 1998, Alex joined Manhattan Creative Partners as Executive Vice President. In this role, he led the initial development of a mobile, secure board portal that ultimately became Diligent Boardbooks® and built a pivotal relationship with the board of directors of SunAmerica Funds, Diligent’s foundation client. Manhattan Creative Partners was renamed Diligent Board Member Services in 2003, at which time Alex was appointed President, and in 2007 assuming the role of CEO.

Jeffry Powell serves as Diligent Board Member Services’ Executive Vice President of Sales, where he is responsible for the development and execution of client acquisition strategies throughout the Americas. Throughout his five years with Diligent, Jeffry has advised thousands of companies across industries including banking, energy, higher education and health care on how secure, electronic access to board materials can improve organizational effectiveness and governance.

In addition to more than 15 years of sales experience, Jeffry also worked for 12 years as a founder, board member and officer of a commercial translation agency. This deep familiarity with both the sales and executive management of growing organizations has enabled him to become expert in critical governance issues. Jeff frequently contributes thought leadership and appears at both governance-related and vertical market events to discuss board portal adoption and implementation best practices. He is also a member of both the Society of Corporate Secretaries and Governance Professionals and the Canadian Society of Corporate Secretaries.

Jim Kristie is editor and associate publisher of Directors & Boards, the only major independently-owned journal of corporate governance thought leadership in North America.  He is the longest-tenured editor (at 30 years) serving this field.  In addition to his editorial duties, Jim teaches journalism at Temple University.
  • 60 minutes--maximum value for time
  • Completely free to attend
  • Time for questions and comments
  • All participants receive a copy of the webinar materials after the event
  • Unbiased third party director education

This free webinar is brought to you through the sponsorship of Diligent and Directors & Boards.