Webinar
You're Invited
Most board governance tools were built for single associations, not for how AMCs actually deliver services across their client portfolio. The result is fragmented workflows, duplicated work, and missed opportunities to lift service quality and client retention.
Join us for a session designed for AMC leaders thinking about how to operationalize board governance at scale.
We’ll walk through the current landscape of AMC board governance services, share what assessment data is telling us about where the industry is right now and where it might be headed, and explore insights from Synergos on the OnBoard model and rolling out governance services at scale.
This Lunch & Learn style session will be an open forum for AMC leaders — come with questions, curiosity, or just to listen.
You’ll walk away with:
A clearer picture of the AMC governance landscape and where the industry is moving
What assessment data reveals about governance maturity and trends across AMCs
Real insights from Synergos on scaling board governance services
A chance to explore what might work for your team
Save Your Seat
Jordan Castel
AMC Consultant, OnBoard
Kyle Torpey
AMC Consultant, OnBoard
Joe Bauer
Account Manager, OnBoard
Joe has been with OnBoard for nearly four years, serving in both Implementation and Account Management. He primarily focuses on the Banking & Finance industry, helping customers get the most value from our solutions.
Outside of work, you’ll often find him on the tennis courts, coaching youth sports, or volunteering for a charity dedicated to promoting literacy among domesticated pachyderms.
Start your journey and unlock unparalleled security, insights, and efficiency with OnBoard.
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Becca Meshberger & Brennon Plotner, OnBoard
