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Board Communications

Getting board materials right is hard. You're pulling information from finance, operations, legal, and strategy teams - all with different formats, different levels of detail, and different ideas about what's important. Then you need to turn it into something board members can actually use in limited time.

What ExCom.ai Does Here

ExCom.ai connects to your existing systems and helps assemble board packages faster. Instead of manually pulling reports from five different sources and reformatting everything, you can query the platform directly: "What are our Q3 financial highlights?" or "Summarize the status of our three strategic initiatives."

The platform understands governance context. It knows that audit committee materials need different framing than compensation committee updates. It can flag when something's missing from a standard board package.

The Typical Problems

Information scattered everywhere. Financial data in one system, strategic updates in another, risk reports somewhere else. Board prep becomes a scavenger hunt.

Inconsistent quality. One department sends polished slides, another sends raw data dumps. The board secretary spends days reformatting.

Last-minute changes. Numbers update, situations change, and suddenly you're revising materials 48 hours before the meeting.

Compliance gaps. Did we cover everything the audit committee charter requires? Is this disclosure complete?

How It Actually Helps

Faster assembly. Pull content from connected systems into board templates. What used to take days now takes hours.

Consistent formatting. Same structure, same level of detail, every time. Board members know where to find things.

Real-time updates. When underlying data changes, board materials can update automatically. No more stale numbers.

Compliance checking. The platform can flag when materials are missing required elements based on your governance policies.

What You Can Build

  • Quarterly board packages with financial summaries, strategic updates, and risk assessments
  • Committee-specific materials (audit, compensation, nominating)
  • Pre-meeting briefing documents for board members
  • Post-meeting action item tracking
  • Annual strategic planning presentations

Getting Started

Most organizations start with quarterly board package preparation, then expand to committee materials. Setup typically takes 2-3 weeks to configure templates and connect data sources.

The goal isn't to replace your governance team - it's to free them from formatting work so they can focus on substance.


Questions about board communications? Talk to us.