COI Tracking in Csuite

cindyhoffmancindyhoffman Posts: 1
Summit 2024 First Compass Anniversary Conversation Starter
edited October 2023 in Governance & Boards


We are wondering if anyone uses CSuite to track conflict of interest for boards and committee. We have been looking at using the Org Roles to identify conflicts AND easily export that information for meetings and 990 prep.

Example: a profile would be connected to ABC Organization with the role type "COI- Board Member", "COI- Scholarship Conflict, "COI-Spouse Employer", etc.

Has anyone done something similar?

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