Case Study: United Nations Federal Credit Union achieves streamlined global board management and faster expense reporting with Aprio board portal

United Nations Federal Credit Union makes the switch from extranet to Aprio board portal

United Nations Federal Credit Union (UNFCU) needed a modern board-management solution after outgrowing a static, in‑house extranet that couldn’t support a nine‑member, multi‑country board. UNFCU evaluated six vendors and selected Aprio’s board portal to provide real‑time meeting tools, self‑serve features, better expense reporting, and a scalable, cost‑efficient platform.

Aprio implemented a centralized, searchable board portal with automated board package creation, secure committee access, online expense reporting (with currency conversion), 24/7 support and one‑on‑one training, plus options for electronic voting and approvals. The result was seamless migration and faster, more efficient meetings — with faster director support (a 10‑minute assistance example), streamlined reimbursements, and measurable improvements in meeting prep, participation and expense processing thanks to Aprio.

United Nations Federal Credit Union

Anna Bertacchi

Assistant Vice President