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S302: 5 Steps To Selling Your Board of Directors on Your Required Technology Spend

November 30, 2022 @ 11:15 am - 12:15 pm EST


Convincing the board to invest money, time and resources in technology is no small feat. It can be a nerve-racking task to have just one chance to present to not one, but multiple people, on the value of a technology upgrade to the organisation. How can you get the board on your side? There are two components to this challenge. In this session, I will discuss best practices for the board meeting itself. We will review the specific steps you should take before the board meeting even occurs, both while preparing a presentation and speaking with board members privately.



  • Learn how to detail how managed IT services will affect your budget
  • Learn how to articulate the ongoing value of IT services
  • Learn how to provide the correct documentation to support your proposals.
Level Intermediate
NASBA (Field of Study) Finance Technical
CAE (Subject Domain) Operational Strategy
Prerequisites and advance preparation needed 1-2 years IT and/or communications experience
Reviewer Wade Tetsuka, CPA
CPE/CAE Credits 1.0
Cost Free
Delivery Group Internet Based

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Ali Niroo
Managing Partner, Bridgepointe Technologies
Ali Niroo is one of the channel’s foremost experts in IT and digital transformation including cloud communications, contact center, network, connectivity, and cybersecurity. With a…