Case Study: Point West Credit Union achieves an 85% reduction in meeting prep time and improved board engagement with Aprio

Aprio impact at Point West Credit Union

Point West Credit Union, a small community credit union in Portland, Oregon, struggled with a cumbersome, slow, and non‑mobile board portal that made meeting preparation time‑consuming and discouraged director use. Seeking a user‑friendly, secure solution, Point West evaluated options and selected Aprio’s board portal to replace their legacy system.

Aprio implemented its board portal with features like agenda and reminder distribution, easy mobile access, in‑platform collaboration, and focused training and support. The result: meeting prep time dropped by about 85% (packet preparation now takes under two hours, often less than one), pre‑meeting engagement and attendance improved, repetitive background questions were nearly eliminated, and administrators regained significant time—demonstrating clear, measurable impact from Aprio’s solution.

Point West Credit Union

Amy Nelson

Chief Executive Officer