About MyBoardPacket

MyBoardPacket.com was initially created in 2001 for a group of 5 financial institutions who combined their resources to have M29 Technology create an easy to use Board of Directors Portal. To this day, we are known as the easiest board portal to use both for the board packet administrator, and for the board members.

MyBoardPacket is the third board portal I have worked with, and it is by far the easiest and most intuitive board portal yet.


Let me start out by saying that my board & I LOVE the “my board packet” system! It is the best thing we’ve done to make our meetings more efficient and it has saved me a ton of time by not having to organize, print and distribute board packets.

Brenda S. Lippens

President/CEO, Delta County Credit Union

Tampa Bay Federal has used the services of myboardpacket.com for a number of years now. Our Board of Directors finds it very valuable. We have given access to our external audit firm and our lead NCUA examiner. They can see what’s going on at Tampa Bay Federal at any time. It works.

Dale Schumacher

President/CEO, Tampa Bay Federal Credit Union

Our Board meetings have never been so productive. Thanks to MyBoardPacket, our Board has an additional communication channel that they can access at their own time to review Board files prior to attending the Board meeting.

Linda Robinson

President/CEO, West One Federal Credit Union

I just want to say that we have been very happy with MyBoardPacket.com. It is a tremendous tool for us.

Tom Pinnow

President, County City Credit Union (Jefferson, WI)

We have used MyBoardPacket for just over a year now and have found the program to be very easy to use and a big time saver for us.

Matt Kaubris

CEO, Oxford FCU

We have found so many uses for the product that it is amazing sometimes.

Cris Wescott

Vice President of Finance & Administration, Synergent

MyBoardPacket is great! It saves so much time and paper and is much more convenient for our Board members to use. They still get the information ahead of time and then they just bring their iPads with them to the meeting. It allows me to add information up to the day of the Board meeting instead of having to personally deliver packets. Also, anytime I have had a question, they have been very quick to respond and resolve it for me.

Susan Smith

Senior Executive Assistant, LewisGale Hospital Montgomery / HCA

My board members love their web site. All their reports are posted at least a week ahead of the meeting and it gives them the ability to review at their leisure even if they are out of town on vacation etc. It also gives the credit union the ability to have folders exclusively for the other committees such as Supervisory and Credit Committees. We also post all of the director’s policies as well as the credit unions business policies so that they can review any changes or if they are asked questions they know where to go to get the answers. The discussion and voting sections allow our board members to openly discuss items within the secured website before they vote.

Grant Sheehan

CEO, Miami Firefighters FCU

MyBoardPacket is the third board portal I have worked with, and it is by far the easiest and most intuitive board portal yet.