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Webinar
November 17, 2026
11:00 AM EST | 8:00 AM PST | 4:00 PM GMT
Making the switch: A guide to changing your board portal
Join the webinar
Are you considering switching to a new board portal? People often assume it’s a complicated process, but it doesn’t have to be.
In this 30-minute session, we’ll break down what a board portal migration actually involves. You’ll find out how to make the business case to board stakeholders, when to start, and how Ideals Board can help make the switch completely seamless.
We’ll answer all your questions on data protection, migrating agendas and minutes, and how to ensure your board is up and running from day one.
Register today to understand how you can switch to a better board portal in 2027.
What you will gain
- Get your stakeholders aligned: Who to bring on side before you commit, and how to have that conversation.
- Follow a realistic timeline: When to start planning to ensure a seamless switchover.
- See how Ideals Board can support you: Free trials, guided training, document import assistance, and dedicated help through the switch.
Agenda
1
Why board portal migrations stall before they start
2
Your migration timeline: Who needs to be on side, and when
3
How Ideals Board removes the friction
4
Q&A
Speakers
Ashley Melidosian, Director Inside Sales
Ashley has been with Ideals for more than six years, using her background in sales, finance and technology to contribute to the company's consistent growth into new territories.
LinkedIn profile
Join the webinar