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20NTC Session Proposal

Tech, Cloud, and Collaboration for Nonprofit Boards

Submitted by: Jeanne Allen |


How many times have you been on a painfully-long email discussion with board members, or attempted to figure out which file is the most recent version of a group-edited document? How can a board include online engagement and collaboration tools as part of the board-building cycle? From recruiting new board members to building a stronger board, there are a range of board functions that can be done with current board portals and other online platforms. We’ll cover board readiness, what’s possible with portals, and good practices and common pitfalls when integrating new processes into how a board works. This interactive workshop draws on research from Idealware’s A Consumer’s Guide to Board Portals and BoardSource’s Leading with Intent: A National Index of Nonprofit Board Practices.

The session will be led by Karen Graham, executive director of Idealware, who utilizes multiple tools with her remote board, and Jeanne Allen, a BoardSource certified governance trainer, who teaches and facilitates boards as they move into new technology adventures. This workshop is primarily geared toward board members and those who work with boards. Those who aspire to be on boards or to work with boards will also benefit.


  • Learn the indicators of board readiness for integrating collaboration tools and online platforms
  • Discover various available technologies and how to determine the best fit for your organization
  • Identify good practices for change management and common pitfalls

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Virginia A


March 23, 2017


3:30pm – 5:00pm

CFRE Credits


Collaborative Notes

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