PLATFORM FEATURES
One connected view of governance
cuBoardAtlas connects meeting materials with the broader work of governance: financial oversight, strategic direction, risk, CEO alignment, and committee responsibilities.
THE GOVERNANCE LENS
See the credit union through a governance lens
Start with “How is the credit union doing?” Explore financial condition, strategic progress, CEO priorities, and risk, with the supporting information behind each discussion.
01 — Financial Oversight
See the financial condition in context.
Review key financial indicators alongside supporting sources and related goals and risks. See where a measure changed and prepare informed questions about what it means for the credit union.
Management provides the underlying information and explains the business conditions behind it.
Confirmed by management
Thresholds may be regulatory minimums, internal policy targets, or board risk-appetite limits. Each is labeled by type.
Illustrative example. Figures and relationships are sample data.
02 — Strategy
The strategy stays visible after the strategic planning meeting ends.
Keep strategic goals, measures, owners, target dates, and progress in view throughout the year. See where priorities are advancing, where progress has slowed, and what deserves discussion.
Management advances the strategy. The board monitors progress against the direction it approved.
Illustrative example. Figures and relationships are sample data.
03 — CEO and Board Alignment
Keep CEO expectations clear throughout the year.
Keep agreed board expectations, CEO priorities, and related organizational goals together. The Board Chair and CEO can return to the same reference point as priorities evolve, creating a clearer foundation for ongoing conversations and the annual evaluation.
The platform supports the discussion. The board remains responsible for evaluating the CEO.
Illustrative example. Figures and relationships are sample data.
04 — Risk and Governance
Know which risks and responsibilities need attention.
Keep enterprise risks, audit and examination follow-up, policy reviews, and open governance responsibilities visible. See who is responsible, when an update is due, and which supporting materials are available so the board can follow the issue through its next discussion.
Illustrative example. Figures and relationships are sample data.
Board and committees
A current view of your board and committees
Keep director profiles, terms, election cycles, officer roles, and committee assignments in one governance record. Board leaders and executive administrators can see who serves where, which responsibilities are assigned, and the meetings, documents, and open work connected to each committee.
Board Leadership & Officer Roles
See Chair, Vice Chair, Secretary, and Treasurer assignments alongside director terms and election cycles.
Committee Membership & Responsibilities
Connect committee members, charters, assignments, meetings, and supporting documents.
Governance History & Continuity
Keep prior decisions, policy changes, and orientation materials available as board membership changes.
Visual caption: Illustrative board and committee record.
Source traceability
From the board view to the source
See the context, then explore the information behind it. cuBoardAtlas connects board views with supporting regulatory filings, management reports, strategic plans, policies, and meeting records. Directors can distinguish the source information from summaries and explanations.
Management remains responsible for the underlying information and for explaining business conditions.
The insight layer
AI-assisted explanations help users explore the information provided. Review the supporting sources and use independent judgment in board discussion and decisions.
Open the supporting report, filing, or meeting record.
Explore related goals, committee discussions, policies, and management explanations.
Review key measures, trends, and matters that deserve attention.
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See cuBoardAtlas in action
Credit union access
Directors and staff sign in to their credit union’s cuBoardAtlas.