Case Study: CUES achieves efficient, secure board meetings and faster board‑book preparation with Aprio Board Portal

CUES Measures Impact of Aprio Board Portal

CUES, an independent not‑for‑profit membership association for credit union executives with a nine‑member board spread across North America, needed a secure, efficient way to manage board materials and director engagement. After struggling with SharePoint—version confusion, time‑consuming master board books and awkward access—CUES selected Aprio’s board portal software to streamline communication, simplify meeting preparation, and strengthen director engagement.

Aprio implemented a centralized, board‑centric portal that organizes materials by meeting and section, supports quick password resets, private committee access, a calendar of commitments, and a deep searchable archive. The result: CUES eliminated the 300+ page master board book workflow, achieved more efficient board book preparation, improved director communication and attendance, and now delivers lightning‑fast, simultaneous updates to all directors—benefits CUES attributes directly to Aprio.

CUES

John Pembroke

President/Chief Executive Officer