GETTING STARTED
From first conversation to first board meeting
Guided setup, a direct conversation about your subscription, and answers to common questions.
Onboarding roadmap
Getting started with cuBoardAtlas
Start with the board information your credit union already maintains. Guided setup helps your team organize the foundation and identify what needs attention before your board begins using the platform.
Phase 01
Set up your board and committees
Add directors, officer roles, and committee assignments.
Phase 02
Connect your governance information
Add governing documents and strategic priorities to create a shared starting point.
Phase 03
Review readiness
See what is complete, confirm what still needs attention, and prepare your team to begin.
SUBSCRIPTION DISCUSSION
Find the right fit for your credit union
Discuss your board’s priorities, the people who will use the platform, and the information you want to bring together. Ask about subscription options, pricing, and setup during your demo.
Who should use cuBoardAtlas?
Credit union Board Chairs, Board Directors, CEOs, executive administrators, committee members, and the teams supporting governance.
What information helps us get started?
Begin with director and committee records, governing documents, and strategic priorities. During the demo, discuss which information to include first.
What will we see in the demo?
Explore how financial condition, strategy, risk, CEO priorities, and board responsibilities connect. Discuss subscription options and the next steps for your credit union.
Book a demo
See cuBoardAtlas in action
Credit union access
Directors and staff sign in to their credit union’s cuBoardAtlas.