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Tracking down director and officer information can be a challenge. For more than a decade, Wendy David, your host, and Diligent Lead Solutions Engineer, has helped legal teams build reusable templates to securely capture sensitive information from board and leadership team members on any device. Wendy brings 16 years of experience in navigating Diligent clients through Director & Officer questionnaires, which often require various information, including work history and financial holdings that can be time-consuming to track down. She’ll walk through creating a template that can be used year-over-year so you and your team can re-focus your time and energy on more strategic initiatives. |
