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Kristi.E

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  1. We used to use Board Effect and it worked great for us. They have a free demo. Here is a link to a quick overview youtube video: https://www.youtube.com/watch?v=Rh66VAn3SU0 Pros: Easily upload documents for shared viewing; easily approve minutes Cons: users should be somewhat tech savvy; pricing We only stopped using Board Effect because we were able to accomplish the same service via our in-house intranet. Good luck on your search!
  2. We are working on retention policies for our office and have come across a stumbling block. We cannot find any written recommendation on how long to keep committee minutes. We have a policy in place for shareholder and board of director minutes; however, nothing for other meeting minutes. Any suggestions for resources or recommendations are welcome. Thanks!
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