Aprio
16 Case Studies
Case Study: StellerVista Credit Union streamlines board governance with Aprio
A Aprio Case Study
Why StellerVista Credit Union chose Aprio board portal
StellerVista Credit Union, a newly merged credit union serving members across British Columbia’s Kootenay and Boundary regions, needed a simpler and more secure way to manage board governance after combining two organizations. Before implementing Aprio board portal, Corporate Secretary Pam Pinch was manually compiling and emailing PDF board packages, a process that became increasingly time-consuming and difficult to scale with a larger, more geographically dispersed board.
Aprio provided StellerVista with a user-friendly, secure board portal featuring centralized document management, a calendar dashboard, and easy web-based access for directors. The switch reduced board preparation and communication by several hours each month, improved board member engagement and self-sufficiency, and kept documents confidential and up to date. StellerVista also praised Aprio’s responsive 24/7 support and noted the platform gives them room to expand into features like surveys, reporting, and task management in the future.
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StellerVista Credit Union
Pam Pinch
Corporate Secretary