I will demonstrate the comprehensive and intuitive XCEO BoardPortal PLUS which provides a confidential environment for board members of nonprofit organizations to communicate and share information with each other easily and securely.

1. Free Nonprofit Board Portal
Alice Zhang
March 12, 2013
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2. Protecting and Preserving the www.cjwconsulting.com
Institutional Memories of
Nonprofits Since 1993 (866) 598-0430
info@cjwconsulting.com
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3. Affordable collaborative data
management in the cloud.
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4. Today’s Speaker
Alice Zhang
Program Director
XCEO
Assisting with chat questions: Hosting:
Jamie Maloney, Nonprofit Webinars Cheri J Weissman, CJW Consulting & Services, Inc.
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5. BoardPortal PLUS® Demonstration
…… Designed by Board Members, for Board Members
XCEO Confidential Property of XCEO, Inc. 2012 ©
2013

6. Agenda
• About XCEO
• XCEO BoardPortal PLUS® Overview
• XCEO BoardPortal PLUS® Comparison
• BoardPortal PLUS® Live Demonstration
• Questions and Comments
XCEO Confidential Property of XCEO, Inc. 2012©
Property of XCEO, Inc. 2013 ©

7. About Us
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.
We are headquartered in Santa Clara, CA, the heart of Silicon Valley, and our
East Coast office is in Oak Brook, IL. We are always stand ready to help our
clients achieve extraordinary levels of performance and success.
XCEO Confidential Property of XCEO, Inc. 2013 ©

8. XCEO BoardPortal PLUS® Overview
XCEO provides a best-in-
class board portal for all of Board Current
Performance
our clients. It is the best board Director Future Board Future
Performance Performance
portal because it is much
more than a portal.
Director Current Compensation
Performance Committee
XCEO
BoardPortal
PLUS®
Board Future Audit
Performance Committee
Board Current Gov/Nominating
Performance Committee
President
Operating
Performance
XCEO Confidential Property of XCEO, Inc. 2013 ©

9. Enlightened Governance
XCEO BoardPortal PLUS®
…Mitigating Risks in the Boardroom
• 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.
Engineered by leadership and Powered by SCIENCE
XCEO Confidential Property of XCEO, Inc. 2013 ©

10. XCEO BoardPortal PLUS®
Common Challenges XCEO’s Solution
Building strong relationships between the
BoardPortal PLUS
board and the management team
Managing board activities efficiently and
Board Chamber
effectively
Managing board member information Community
Scheduling and organizing meetings Calendar
Managing and storing meeting materials
Board Books
and data
Managing and storing organization and
Board Resource Center
board materials
Providing board members a secure space
My Library
to store their working documents
Keeping board members current with the
XCEO Library
best practices of good governance
Communicating with board members
Email & Polls
effectively
Providing board members easy access to Web browser and App for
board materials on the go agnostic mobile devices

11. Portal Comparison
XCEO’s BoardPortal PLUS® vs. Competitors’ Portals
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 Confidential Property of XCEO, Inc. 2012©
Property of XCEO, Inc. 2013 ©

12. Live Demonstration
BoardPortal PLUS®
XCEO Confidential Property of XCEO, Inc. 2013 ©

13. Highlights
Benefits of of Using BoardPortal PLUS®
Benefits 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.
XCEO Confidential Property of XCEO, Inc. 2013 ©

14. Requirements for Use
1.Request for use of the portal
2.Sign up for annual usage
3.Use the portal
XCEO Confidential Property of XCEO, Inc. 2013 ©

15. Thank you for the opportunity to share
our value proposition with you.
…… Designed by Board Members, for Board Members
XCEO Confidential Property of XCEO, Inc. 2013 ©

16. Find listings for our current season
of webinars and register at:
NonprofitWebinars.com
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