The Board SecretaryBoard paperwork, handled.

About

A review desk built for the public record.

The Board Secretary brings records management, audit and quality review, compliance and website expertise to special districts and public boards. One accountable provider, with every document reviewed before it reaches your district.

Our team

Four areas of expertise on every engagement

Our team works across four disciplines, and every district engagement draws on all of them. Your district has one point of contact, backed by the full desk.

Records and client management

Your district’s records hub, filing to the state retention schedule, the monthly calendar and every deadline on it, and a direct line for questions.

Audit and quality review

Every motion, mover, seconder, vote and quorum call checked against the recording, with anything unclear flagged by timestamp for the officer of record.

Compliance

Each district’s bylaws and its state’s open meeting and records requirements, reviewed before the first meeting and revisited as the rules change.

Website management

Design, hosting, security, accessibility and posting for the district website, so the public record reaches the public on schedule.

How we review

Four checks before anything is signed

Every document passes through the same four stages, every month, for every district. Errors are caught before the record is signed, not corrected after.

Every document is prepared to the district’s own bylaws and its state’s open meeting requirements, and scheduled to reach the district ahead of its posting deadline.

  1. Recording check

    Each recording is checked for quality and completeness before drafting begins. A partial or unclear recording is caught on day one, not at the deadline.

  2. Structured audit

    Every draft is audited line by line: vote counts, quorum, names against the board roster, dollar amounts, dates, and every agenda item accounted for.

  3. Professional review

    A reviewer listens at every flagged point and checks every motion and vote against the recording. Anything that cannot be confirmed is marked by timestamp for your officer, never guessed at.

  4. Officer sign-off

    Your officer of record reviews and signs. Nothing is posted or filed as the record until that signature is in place.

Leadership

Accountable to institutional buyers

A board engaging an administrative provider is relying on two things: that the documents will be produced correctly every month, and that the relationship is built for reliability and accountability over the long term.

Our leadership combines audit and records discipline with a long career serving institutional buyers who ask careful questions about exactly those things.

The Board Secretary is the trade name of Administrative Compliance Solutions Group LLC (ACSG), a Connecticut company, and an ASDA Preferred Partner.

Cooper Munson

Principal

Leads operations, records management and the managed district websites. Brings Big Four experience in the assurance practice to the review process. Outside of public boards, Cooper builds and manages websites for a wide variety of business owners, handling design, hosting, security, search visibility and ongoing updates, and brings that same website expertise to every district site.

James Munson

Partner

More than twenty years selling and servicing B2B software to institutional buyers. Partner at CDS Business Mapping, the company behind RiskMeter Online, a subscription underwriting platform used by insurance carriers, MGAs, brokers and agents nationwide, which was acquired by CoreLogic.

The boundaries, stated as principles

Documents, never dollars. Support, never the statutory officer.

The same lines on every engagement.

Never a statutory officer

The board’s Secretary stays the Secretary. We prepare the documents they sign.

Never legal advice

The district’s attorney stays the attorney.

Never custody of public funds

Public money never passes through our hands.

Never election administration

Elections stay with the officials the law assigns them to.

The Board Secretary provides administrative document preparation and board-secretary support. It does not provide legal advice, hold public funds, or serve as a statutory officer; legal questions are referred to the district’s attorney.

See the work before you decide

The free first month lets the documents speak for themselves.