B&B Meeting Notes – Apr. 3, 2013

This month, a big “thank you” goes to the Frick Art & Historical Center and our pal there, Linda!  We will meet one more time at the Frick on May 1.  (Then it’s time for B&B on a Boat in June!)

The 2013 Bagels & Bytes Meeting Calendar is here.

Here are the notes from this month’s meeting:

Business process

Managing board meetings / creating board packets

  • Acrobat Pro – for building board packets
  • Board portal – Schneider Downs document management system
  • Google Drive – need a google account to use
  • Filezilla FTP, hosted in-house, assign rights to users, (don’t let people post, only pull files)
  • For sensitive documents, that aren’t to be printed, some portals have security built in
  • Think acrobat has a enter password to limit printing
  • Do board members ever complain about having to print materials for themselves for meetings?
  • If they have iPads, that helps, but not all do.


  • Hosting – free at Podbean.com
  • Why aren’t more people doing podcasting?  Primarily content – takes a lot of time to come up with content.

Meeting organization software

Archiving files


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