BoardEffect is committed to providing high quality educational webinars to clients free of charge. All webinars are recorded and can be viewed at your convenience. Click on the Register Here button to register for upcoming webinars.

To view past webinar recordings, open the Knowledge Base in your BoardEffect platform. Click the “Administrators” area, and choose the past webinar you’d like to view.

What's New at BoardEffect - Thursday, February 8th at 2PM

Join us for a one hour webinar detailing newly released features and enhancements in yourBoardEffect platform.
Questions can be submitted during the presentation.


Board Member Orientation – Friday, February 9th at Noon

During this Board/Committee Member introduction to BoardEffect, we’ll review how to quickly and easily access information about upcoming meetings and meeting materials.  We’ll also take a brief tour of the landing page, pointing out of the some of the other tools available in your BoardEffect platform. Differences between accessing from the web platform and the app will be highlighted as well.


Setting Up Your BoardEffect Environment – Monday, February 12th at 2PM

Join us for a webinar to learn about the BoardEffect Settings Menu and the options related to your initial platform set up and configuration.


Building Meeting Books in BoardEffect - Thursday, February 15th at 2PM

Join us for this hour webinar to learn about building meeting books in BoardEffect. We will cover how to create your book, add files, build the book, preview content, and share with your members.


Using the BoardEffect Generated Agenda – Thursday, February 22nd at 2PM

Are you preparing your meeting agenda or table of contents in Work and uploading it to your meeting book? Join us to learn how the BoardEffect generated agenda can save you time by extracting important information from your meeting book and compiling it into an agenda. We’ll review the information that can be included, as well as the available display options that can be applied to customize your agenda.


Getting to Know the BoardEffect Settings Menu – Monday, February 26th at 2PM

Join us for a webinar to learn more about the BoardEffect Settings Menu. We will cover the various options in the Settings menu, including some of our newest features.


Managing Permissions in BoardEffect – Thursday, March 1st at 2pm

There are many ways to both limit and expand the permissions for the users in your BoardEffect directory.  Spend this hour with us taking a deeper look at the ways you can control what users can access and how you might be able use permissions to delegate some of the work to others!



“BoardEffect has been a key driver in regards to the execution of our strategic plan which was accomplished quickly and efficiently. BoardEffect is a real boost to our governance processes.”

John Janclaes

President/CEO of Partners FCU

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Speak with a Representative.