Nasdaq Boardvantage Board Portal Administration Training Course

Course overview

Board portal administrators sit at the intersection of governance, confidentiality and executive time. A poorly configured Nasdaq Boardvantage environment can leave directors with late papers, inconsistent access rights, duplicate versions of documents and weak evidence of who received sensitive material. This course equips governance professionals to administer the platform reliably, support high-stakes board and committee cycles, and apply repeatable controls around meeting content, user access and communications.

Participants work through the practical administration of Nasdaq Boardvantage: configuring organisations, committees and meetings; creating agenda structures; assembling and publishing board books; managing director, executive and administrator accounts; applying role-based permissions; tracking document updates; supporting annotations and offline access; and administering surveys, tasks and approvals where enabled. The course also addresses governance operating procedures, including document naming conventions, publication cut-offs, emergency updates, meeting close-down and audit-ready administration records.

Delivered as a five-day instructor-led programme, the course combines platform demonstrations with guided configuration labs in a Boardvantage training environment. Participants practise using realistic board-cycle scenarios, including a late paper replacement, a new director onboarding request and a restricted committee meeting. Each participant leaves with a tailored Boardvantage administration playbook containing access-control rules, meeting publication checklists, escalation steps, document standards and a 30-day implementation plan for their own secretariat or governance office.

The course is designed for experienced governance, company secretarial and executive support professionals who already understand how boards and committees operate and now need confident, controlled command of Nasdaq Boardvantage.

Course objectives

By the end of this course, participants will be able to:

• Configure Boardvantage organisations, committees, meeting types and administrator responsibilities
• Build structured meeting agendas and assemble secure digital board books
• Apply role-based user permissions for directors, executives, committee members and support staff
• Publish, replace and withdraw meeting materials using controlled document-version procedures
• Administer director onboarding, account activation, device access and offboarding checklists
• Use Boardvantage tracking features to monitor meeting readiness, document distribution and outstanding actions
• Design a board-cycle publication checklist with cut-offs, approvals and escalation points
• Produce an audit-ready Boardvantage administration playbook for a live governance environment

Benefits of attending

Target competencies

Who should attend

• Company Secretaries — who own the integrity and timely delivery of board and committee information
• Assistant Company Secretaries — who administer board cycles and need controlled portal workflows
• Board Portal Administrators — who configure users, meetings, permissions and director support
• Governance Managers — who need consistent operating procedures across boards and committees
• Executive Assistants to Boards — who coordinate agendas, papers and meeting communications
• Corporate Governance Officers — who must evidence secure information handling and governance records

Requirements and prerequisites

Participants should have practical experience supporting a board, committee or senior leadership meeting cycle and understand core terms such as agenda, board pack, committee charter, confidential paper, minute and action log. Familiarity with their organisation’s approval routes, document-retention expectations and director onboarding process is useful. Participants should be comfortable working with web-based business applications, PDF documents and spreadsheets. Prior Nasdaq Boardvantage administrator experience is not required; the course begins with platform orientation. Technical configuration, coding, identity-management administration and legal qualifications are not required.

Training methodology

An instructor leads short configuration briefings followed by hands-on work in a Nasdaq Boardvantage training environment. Participants create users, committees, agendas and meeting books; test permission scenarios; process controlled paper changes; and troubleshoot common director-access requests. Case discussions examine the operational consequences of late papers, committee confidentiality and departing directors. Small groups compare governance-office procedures and challenge each other’s controls. On the final day, each participant converts the exercises into an implementation plan and administration playbook for their own board-cycle model.

Course outline

Day 1: Boardvantage administration foundations

• Nasdaq Boardvantage navigation and administrator workspace orientation
• Board, committee and meeting hierarchy design
• Governance roles and administrator segregation of duties
• User profile fields and director directory data quality
• Role-based access concepts for boards and restricted committees
• Board-cycle workflow mapping from agenda planning to meeting close
• Administration control points for confidential governance information

Workshop: Participants map their current board-cycle process and configure a model organisation, board and two committees in the training environment.

Day 2: Users, access and director support

• Creating director, executive, guest and administrator accounts
• Assigning committee membership and meeting-specific access
• Permission testing using restricted-paper scenarios
• Director activation and first-login support procedures
• Device access, security settings and support escalation routes
• User profile maintenance and executive role changes
• Offboarding controls for departed directors and staff

Workshop: Participants complete an onboarding and offboarding simulation, producing a user-access checklist and permission test record.

Day 3: Agenda and board-book production

• Agenda templates, sections and item sequencing
• Creating meetings and applying meeting metadata
• Uploading PDF papers and applying document naming standards
• Agenda-item attachments and supporting-reference organisation
• Board-book completeness checks and pre-publication quality assurance
• Publication timing, notifications and director communications
• Controlled handling of late papers and replacement documents

Workshop: Participants build and publish a full committee meeting book, then process a time-critical replacement paper using a documented control procedure.

Day 4: Meeting operations and governance records

• Meeting status management and publication readiness monitoring
• Director annotations, notes and offline reading support
• Tasks, approvals and surveys in Boardvantage-enabled workflows
• Recording attendance, decisions and follow-up actions
• Meeting close-down procedures and post-meeting access review
• Document retention, archive practices and information-governance alignment
• Administration evidence for internal audit and governance assurance

Workshop: Participants manage a simulated meeting day and produce a post-meeting close-down record covering attendance, actions, access and retained materials.

Day 5: Operational resilience and implementation

• Troubleshooting common login, access and publication issues
• Service-request triage and escalation to internal support or Nasdaq support
• Boardvantage operating procedures and administrator handover controls
• Metrics for board-pack timeliness, access incidents and support demand
• Risk assessment for confidential committee and transaction-related meetings
• Change management for new committees, directors and portal processes
• Thirty-day implementation planning and stakeholder communication

Workshop: Participants present a tailored Boardvantage administration playbook and 30-day action plan for peer review and instructor feedback.

Tools & standards covered

Nasdaq Boardvantage, Adobe Acrobat Pro, Microsoft Excel, Microsoft Outlook

A typical training day

Live online deliveries follow the same structure in the East Africa Time zone, with shorter screen blocks and longer breaks.

What the fee includes

How you can take this course

Certification

Participants who complete the full five days receive the Skillset Development Certificate of Completion, stating the course title, course code, dates and delivery format — suitable for professional-development records and employer reimbursement.

Frequently asked questions