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Entity Management Overview and Minute Book Deep Dive
Entity Management
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David JefferisDavid is Sales Engineer for Compliance and Governance Services at CSC. With CSC for over 9 years, he has significant experience providing training, implementation, and consultative services to CSC’s Entity Management clients. David’s technology background includes Internet and data center/web hosting product management experience.
John OliverJohn is a Market Director for Compliance Services, with CSC’s Corporate and Legal Solutions Group. He has been with CSC for 6 years. Since joining CSC, John has worked directly with companies ranging in size and complexity from the entrepreneur to the Fortune 500. His primary responsibility is to develop the strategy that simplifies the often complex world of compliance and governance for customers.
Captains
Agenda
What is Entity Management? Why Implement an
Entity Management Solution? CSC Entity Management Services
Defined CSC’s Demonstration Question and Answer Session
What isEntity Management?
Managing and keeping your organization in compliance with the numerous international, federal, state, and local requirements
Managing and keeping your organization in compliance with the numerous international, federal, state, and local requirements
Managing data, documents, compliance, communication, collaboration and reporting for all of your company’s subsidiaries
Lack of visibility
Information in silos
Bottlenecks
Manual updating
Creating reports
Common pitfalls faced by organizations without an entity
management application
Centralization Automation
SecurityReportingCollaboration
Why Implement an Entity Management System
Centralization Automation
SecurityReportingCollaboration
Why Implement an Entity Management System
Centralization Automation
SecurityReportingCollaboration
Why Implement an Entity Management System
Centralization Automation
SecurityReportingCollaboration
Why Implement an Entity Management System
Centralization Automation
SecurityReportingCollaboration
Why Implement an Entity Management System
Centralization Automation
SecurityReportingCollaboration
Why Implement an Entity Management System
CSC Entity ManagementServices Defined
CSC registered agent clients receive the benefits associated with CSCNavigator, CSC’s unified legal and compliance portfolio management system.
BENEFITS INCLUDE:
CSC Registered Agent Services
Auto-Population of Entity Data & Documents
Forms Library & Resources
Compliance Calendar
Dynamic Status Updates
CSC registered agent clients receive the benefits associated with CSCNavigator, CSC’s unified legal and compliance portfolio management system.
BENEFITS INCLUDE:
CSC Registered Agent Services
Auto-Population of Entity Data & Documents
Forms Library & Resources
Compliance Calendar
Dynamic Status Updates
CSC registered agent clients receive the benefits associated with CSCNavigator, CSC’s unified legal and compliance portfolio management system.
BENEFITS INCLUDE:
CSC Registered Agent Services
Auto-Population of Entity Data & Documents
Forms Library & Resources
Compliance Calendar
Dynamic Status Updates
CSC registered agent clients receive the benefits associated with CSCNavigator, CSC’s unified legal and compliance portfolio management system.
BENEFITS INCLUDE:
CSC Registered Agent Services
Auto-Population of Entity Data & Documents
Forms Library & Resources
Compliance Calendar
Dynamic Status Updates
CSC registered agent clients receive the benefits associated with CSCNavigator, CSC’s unified legal and compliance portfolio management system.
BENEFITS INCLUDE:
CSC Registered Agent Services
Auto-Population of Entity Data & Documents
Forms Library & Resources
Compliance Calendar
Dynamic Status Updates
CSC Entity Management is completely integrated with CSCNavigator
CSC Entity Management
FEATURES INCLUDE:
Corporate Data Tracking
Officer/Director Management
DocumentAssembly
Stock & OwnershipManagement
Doing Business As Name (DBA) Management
ReportingMinute Book &
Document Storage
OrganizationalCharts
CSC Entity Management is completely integrated with CSCNavigator
CSC Entity Management
FEATURES INCLUDE:
Corporate Data Tracking
Officer/Director Management
DocumentAssembly
Stock & OwnershipManagement
Doing Business As Name (DBA) Management
Reporting Minute Book &Document Storage
Organizational Charts
CSC Entity Management is completely integrated with CSCNavigator
CSC Entity Management
FEATURES INCLUDE:
Corporate Data Tracking
Officer/Director Management
Document Assembly
Stock & OwnershipManagement
Doing Business AsName (DBA)Management
Reporting Minute Book &Document Storage
OrganizationalCharts
CSC Entity Management is completely integrated with CSCNavigator
CSC Entity Management
FEATURES INCLUDE:
Corporate Data Tracking
Officer/Director Management
Document Assembly
Stock & OwnershipManagement
Doing Business AsName (DBA)Management
Reporting Minute Book &Document Storage
OrganizationalCharts
CSC Entity Management is completely integrated with CSCNavigator
CSC Entity Management
FEATURES INCLUDE:
Corporate Data Tracking
Officer/Director Management
Document Assembly
Stock & OwnershipManagement
Doing Business AsName (DBA)Management
Reporting Minute Book &Document Storage
Organizational Charts
CSC Entity Management is completely integrated with CSCNavigator
CSC Entity Management
FEATURES INCLUDE:
Corporate Data Tracking
Officer/Director Management
DocumentAssembly
Stock & OwnershipManagement
Doing Business AsName (DBA)Management
Reporting Minute Book &Document Storage
Organizational Charts
CSC Entity Management is completely integrated with CSCNavigator
CSC Entity Management
FEATURES INCLUDE:
Corporate Data Tracking
Officer/Director Management
DocumentAssembly
Stock & OwnershipManagement
Doing Business AsName (DBA)Management
Reporting Minute Book &Document Storage
Organizational Charts
CSC Entity Management is completely integrated with CSCNavigator
CSC Entity Management
FEATURES INCLUDE:
Corporate Data Tracking
Officer/Director Management
DocumentAssembly
Stock & OwnershipManagement
Doing Business AsName (DBA)Management
Reporting Minute Book &Document Storage
Organizational Charts
CSC Entity Management is completely integrated with CSCNavigator
CSC Entity Management
FEATURES INCLUDE:
Corporate Data Tracking
Officer/Director Management
DocumentAssembly
Stock & OwnershipManagement
Doing Business AsName (DBA)Management
Reporting Minute Book & Document Storage
OrganizationalCharts
Unlimited storage in perpetuity
More than 200 supported document formats
Entity Specific or Portfolio-wide folders
Minute Book Folder Templates
Custom Folders and Sub-Folders
Quickly locate any document
Role-based permissioning
Minute Book & Document Storage
LoadingCSC Entity Management Demo
Questions?
Phone(855) 265.1403
WebCSCGlobal.com
David Jefferis [email protected] x63690
John [email protected] x68545