BoardPro's Interests Register Smart Agenda Item helps manage and track the interests of directors and officers, including any actual, potential, or perceived conflicts.
BoardPro automatically includes the Interests Register in the Board Pack and our best practice agenda template to ensure best practice. This allows all members to easily review the declared interests of other members and their own.
Adding the Interests Register to the Agenda
If you can’t see the Interests Register in your agenda, add it by clicking the + Agenda Item button located at the bottom of any section of the agenda.
If your board prefers a different name for the Interests Register, you can rename it by clicking on the agenda item title in the detail panel.
No matter what name you give the item, hovering over the Smart Agenda Item icon will reveal its original function (e.g. Interests Register), so you always know what it is.
How to Add or Edit an Interest in the Agenda
You can add or edit interests when the meeting is in the “Draft Agenda” or “Draft Minutes” stage:
Click on the “Interests Register” agenda item.
To edit an existing interest, click the pencil icon next to it. If the end notification date is known, you can also add it.
To Add an Interest click the blue Add Interest button.
Note:
Once the Board Pack is generated, all interests listed in the Interests Register agenda item will be automatically included.
Any interests added or edited before, during, or after the meeting will be automatically updated on the Interests Register page.
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