What is BoardIQ?
What is BoardIQ?
BoardIQ is an original publication for mutual fund boards that analyzes news and trends from the trustee’s perspective. Our journalists examine how other boards are handling topics like fund governance, SEC updates, director compensation structure, boardroom diversity, and 15(c) disclosure and best practices.
What are board packs?
A board pack is a collection of documents and reports which is presented to board members before their next meeting. You should ensure that it is both clear and easy to read, making it a handy reference tool for directors.
What should be included in a board package?
More Productive Board Meetings Start with this Board Packet
- Meeting Time and Location. Ok, this first item – and the two that follow – isn’t super exciting.
- Names of Attendees.
- Minutes from Prior Meeting.
- Agenda.
- Executive Summary.
- Management Discussion & Analysis.
- NARRATIVE BY DEPARTMENT.
- Future Priorities.
What goes in a board packet?
Board packets are distributed to board members prior to their meetings. They are prepared by management and contain the agenda for the meeting, backup materials for agenda items, draft minutes of prior meetings needing approval, a monthly financial report, delinquencies, member correspondence, etc.
What is a board pack?
What is a board packet?
The purpose of the board packet is to gather all of the information for the meeting in one place and make it accessible to the directors before the meeting. It cuts down on the paper scattered on the board table and makes specific items easier to find during the meeting.
How do you make a board package?
At a basic level, board packs should contain:
- The board meeting agenda.
- Minutes of the previous meeting (for approval)
- CEO report.
- Financial report including KPIs and forecasts.
- Board committee reports.
- Items of important board correspondence.
- Supporting information related to decisions being made during the meeting.
What makes a good board pack?
What are included on board packs?
At a basic level, board packs should contain:
- The board meeting agenda.
- Minutes of the previous meeting (for approval)
- CEO report.
- Financial report including KPIs and forecasts.
- Board committee reports.
- Items of important board correspondence.
- Supporting information related to decisions being made during the meeting.
What does a board pack include?
A board pack is a compilation of documents and reports a board uses to guide their upcoming board meeting. It includes the key information the board needs to stay updated such as the organization’s financial standings, progress of plans, and any pertinent updates since the last meeting.
What should a board pack include?
BoardIQ is a news service published by FT Specialist for independent directors overseeing asset managers and their products. It covers fund governance, regulatory developments and industry trends. Trials and subscriptions are available at boardiq.com.
How do I join BoardIQ?
BoardIQ offers corporate subscriptions for your whole board to stay informed of breaking news. If your board already has a subscription, contact us here to join. If not, we offer free five-week trials so you and your board can see our value. For trial questions, contact Molly Smith at [email protected].
Who is BoardIQ’s sales director?
Molly Smith is the Sales Director for BoardIQ. Molly’s 24- year tenure in Sales has bridged across numerous industries including Educational Consulting, Legal Media services, Research Solutions, and Financial Technology.
Why subscribe to the BoardRoom magazine?
Our timely, independent articles give busy directors the tools to manage risk, gain inside perspectives on how other boardrooms are strategizing, and continually add value to their meetings. Our bimonthly issues arrive directly to our readers’ inboxes on Tuesdays, with reminder issues featuring never-before published content in between.