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How to Use Technology to Help Your Board Become More Effective?

Alice Zhang July 9, 2013

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Alice Zhang Program Director,

XCEO, Inc.

Enlightened Board Governance

Alice Zhang Program Director for Public Sector Governance and Board Leadership Development

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Founded in 2003, XCEO, Inc. is a unique research, development, and

consulting firm. We are committed to excellence and the pursuit of

Extreme Personal Leadership® and Enlightened Governance®. We

specialize in inspiration, and endeavor to inspire highly enlightened board

members and high-aspiration individuals to pursue maximum personal and

professional achievements.

About XCEO

We are headquartered in Santa Clara, CA, the heart of Silicon Valley, and

we stand ready to help our clients achieve extraordinary levels of

performance and success.

xceo.net

(408) 855-0000

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Property of XCEO, Inc. 2012©

Agenda

• How to encourage board engagement to increase

stakeholder value?

• How to use a free board portal to increase your board

effectiveness?

• How to take web-based evaluations to improve overall

board governance?

• Questions and Comments

XCEO Confidential Property of XCEO, Inc. 2013 ©

How to encourage board engagement?

• Hold board meetings at the organization

• Host regular events and activities

• Use a secure and intuitive board portal

• Conduct board evaluations

XCEO Confidential Property of XCEO, Inc. 2013 ©

• board portal

• Conduct board

evaluations

Use A Secure & Intuitive Board Portal

Conduct Board Evaluations

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Focus

Common Challenges XCEO’s Solution

Building strong relationships between the

board and the management team BoardPortal PLUS

Managing board activities efficiently and effectively

Board Chamber

Managing board member information Community

Scheduling and organizing meetings Calendar

Managing and storing meeting materials

and data Board Books

Managing and storing organization and

board materials Board Resource Center

Providing board members a secure space

to store their working documents My Library

Keeping board members current with the

best practices of good governance XCEO Library

Communicating with board members

effectively Email & Polls

Providing board members easy access to

board materials on the go Web browser and App for

agnostic mobile devices

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Property of XCEO, Inc. 2012©

Portal Comparison

1. XCEO’s Board Chamber is equal or better than most competitors’ portals.

2. XCEO’s Portal contains much more comprehensive and richer features.

3. XCEO’s Portal is device agnostic…accessible from a PC, Android, iPad,

iPhone, Kindle, etc. (iPad App or most browsers)

4. XCEO’s Portal provides the same look, feel, and functionality for all

devices.

5. XCEO’s Portal is designed, developed and maintained by directors for

directors.

6. Access to XCEO’s BoardPortal PLUS® is FREE.

XCEO’s BoardPortal PLUS® vs. Competitors’ Portals

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BoardPortal PLUS®

Board Chamber

Live Demonstration

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XCEO’s Board Portal

Benefits of Using BoardPortal PLUS®

1. Completely secure & confidential.

2. Contains comprehensive features and is very easy to use.

3. Director library allows directors to add their own supplementary material.

4. Easy access to our unique resources, assessments, and performance

tools.

5. Different levels of permissions make it easy for the entire organization to

get involved when appropriate.

6. FREE access.

Benefits of Using BoardPortal PLUS®

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Constructive Analytical Introspection

… Mitigating Risks in the Boardroom

On-line Board Evaluations

• Saves the Board Secretary time.

• Enhances the quality of board service.

• Increases overall board effectiveness.

• Improves security and confidentiality.

• Reduces total cost of director service.

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XCEO BoardPortal

PLUS®

Board Current Performance

Board Future Performance

Compensation Committee

Audit Committee

Gov/Nominating Committee

President Performance

Board Leadership

Effectiveness

Board Attributes, Skills and Experience

Director Current Performance

Director Future Performance

XCEO BoardPortal PLUS®

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Live Demonstration

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BoardPortal PLUS®

Enlightened Governance

Secure

Confidential

Inexpensive

Effective

Network-based

Comprehensive

Easy to Use

BoardPortal PLUS®

Engineered by Leadership and Powered by

SCIENCE

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Thank you!

Alice Zhang

azhang@xceo.net

XCEO

(408) 855-0000

xceo.net

XCEO Confidential Property of XCEO, Inc. 2013 ©

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