Webinar
Board decisions shouldn’t stall once the meeting ends.
You're Invited
Turn conversations into clear next steps, track progress between meetings, and keep work moving forward with a connected board workflow.
Join us on May 14th, for a session focused on how to close the loop on board work — from vote to follow-through — all within OnBoard.
Instead of chasing approvals, tracking tasks in spreadsheets, or wondering what happened next, learn how to:
Capture votes and approvals with a clear audit trail
Execute agreements faster with built-in eSignatures and Docusign
Assign and track next steps with Tasks
Gather input with Surveys
You’ll also see how AI Suite supports this workflow:
Use Book AI to keep attention focused on outcomes
Hear what’s coming next with the AI Suite with Actions AI
Walk away with a simple, connected approach to turning board decisions into action — so nothing gets lost after the meeting ends.
Save Your Seat
Kelli Thomas
Senior Customer Success Manager, OnBoard
Kelli has over 11 years of experience in Customer Success, including the past four years at OnBoard, where she serves as a Customer Success Manager. She is passionate about helping people succeed every day and focuses on building strong partnerships that turn board management challenges into streamlined, successful outcomes.
Outside of work, you’ll often find her spending time with her two young boys, staying active, and embracing a newfound passion for fitness. She is also famous for her “Happy FriYay!” posts on LinkedIn which make her a great follow if you want some positivity in your work life.
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.
Top Tips for 2026: AI, Agendas, and Actions
Jessica Schillo, Senior Customer Success Manager, OnBoard
