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Modern Governance Summit 2023

Modern Governance Summit 2023: Empowering Community Organizations for a Thriving Future


Get ready for Modern Governance Summit 2023! We are thrilled to announce the eagerly anticipated agenda for this year’s event in Orlando, Florida, September 13-15, featuring a series of engaging sessions tailored specifically for volunteer boards.

As the premier gathering for industry leaders, innovators, and governance experts, this year’s summit aims to equip board administrators, governance professionals and board members with insights and expertise on how to use our solutions effectively to thrive in an ever-evolving landscape.

At the heart of Modern Governance Summit lies a strong commitment to empowering nonprofits and community banks with the knowledge and strategies essential for navigating today’s governance challenges. With this year’s agenda, attendees can expect a comprehensive and enriching experience, focused on practical product training alongside hearing from peers on how they are using their governance platforms to maximize efficiency, drive sustainable growth, and meet mission goals.

From interactive workshops led by seasoned professionals to thought-provoking keynote addresses, the sessions are designed to address the unique needs and opportunities faced by nonprofits and community banks alike.

Whether you represent a local credit union or a global nonprofit organization, Modern Governance Summit 2023 promises to be a transformative event that will leave a lasting impact on your institution. This is your once-a-year opportunity to elevate your governance and learn about Diligent’s growing portfolio and how it can benefit your organization.

We wanted to give you a sneak peek into some of the sessions specially curated for volunteer boards, showcasing the insights and knowledge that awaits participants. So, fasten your seatbelts as we embark on a quick journey through the sessions taking place at Modern Governance Summit 2023 for mission-driven organizations. Let’s dive in!

Modern Governance Summit 2023 Sessions and Workshops for Community Organizations

BoardEffect Master Class

Wednesday, September 13, 1:00 pm ‐ 3:45 pm


  • Sarah Miller, Implementation Manager, Diligent
  • Pamela Nason, Customer Success Director, Diligent

This one is for all of the BoardEffect diehards looking to take their knowledge to the next level. During the master class we’ll dive into advanced features and functionality in the platform that will turn you into even more of a BoardEffect pro.

Permissions & Security in BoardEffect: Don’t Lose Control

Thursday, September 14, 11:30 am ‐ 12:20 pm

  • Carol Erickson, Director Executive Services, TwinStar Credit Union
  • Moderator: Pam Nason, Director, Customer Success, Diligent

There are many ways to both limit and expand user permissions in your BoardEffect directory. Spend this session taking a deeper look at the ways you can control what users can access and how you can use permissions to delegate some of the work to others.

Communication from BoardEffect: Sending Messages & Notifications

Thursday, September 14, 1:50 pm ‐ 2:45 pm

  • Amy Reid, Corporate Secretary/Executive Assistant, VMI Alumni Agencies
  • Moderator: Sarah Miller, Implementation Manager, BoardEffect

There are many BoardEffect tools you can use to communicate with your members. Review convenient ways to send messages, leverage notifications and post information using BoardEffect.

Onboarding Directors: A Fresh Approach

Thursday, September 14, 1:50 pm ‐ 2:45 pm

  • Dr. Anna Everett, PhD, VP of the Board, Santa Barbara City College
  • Elizabeth Thompson, Executive Assistant to the President & Corporate Secretary, Presbyterian SeniorCare Network
  • Moderator: Barbara Paxton, Director, BoardStrong

In response to the pandemic, boards and governing bodies were forced to rapidly reimagine how to conduct governance and oversight to continue essential operations. Hear both the board and the executive support perspective on how digital access to historical board and policy documents allowed new board members to be onboarded seamlessly amidst a dynamically changing landscape. Additionally, we’ll explore how these virtual onboarding practices have persisted and can influence board member onboarding protocols for the long term.

BoardEffect Navigation: The Fastest Way to Navigate your Platform

Friday, September 15, 10:00 am ‐ 10:50 am

  • Kara Klement​, Director, Governance, Texas Health Resources
  • Moderator: Pam Nason, Director, Customer Success, Diligent

Let us be your navigation system! We’ll share the quickest routes to accessing key information in BoardEffect.

Engaging Your Board: If You Build It, They Will Come

Friday, September 15, 11:00 am ‐ 11:50 am

  • Carissa Burgett, Assistant to the President & Board Administrator, PA Chamber of Business and Industry
  • Moderator: Sarah Miller, Implementation Manager, BoardEffect

We’ll share experiences and tactics for greater ease of use, smoother navigation and better leveraging of BoardEffect features.

How to register for Modern Governance Summit 2023

If you haven’t already booked your ticket to join us in Orlando at Modern Governance Summit 2023, we’d love to see you there! Register here.

Jill Holtz

Jill is a Content Strategy Manager at Diligent. Her strategy background and content expertise working across a variety of sectors, including education, non-profit and with local government partners, allows her to provide unique insights for organizations looking to achieve modern governance.

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