Board / Lender IT Briefing – clear, confident story about IT risk and spend.
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Executive Add-On • Virtual Session • Board / Lender Facing

Board / Lender IT Briefing

When your board or lender asks, “Are we reasonably protected, and are we spending wisely?” you need a clear, confident answer. This virtual briefing gives them a plain-English snapshot of IT risk, spend and next actions – built around your reality, not generic slides.

Discuss a Board IT Briefing Back to Executive IT Strategy Club
Formats: board meetings, lender check-ins, investor updates, or executive retreats.
At a glance
  • ✔Pre-call with you to understand politics and priorities
  • ✔Tailored virtual briefing in plain English with Q&A
  • ✔Short written summary you can reuse after the meeting

Typical investment: From $3,750 USD per briefing
On-site sessions available by request.

Outcomes your board will appreciate

Clear story about risk

We frame cyber and IT risk in terms of business impact, probability and current mitigation – not just technical jargon or worst-case headlines.

Reasonable, staged next steps

Instead of a “spend millions or else” message, the board sees a staged, prioritized action list appropriate for your size and risk profile.

Confidence in leadership

You demonstrate that you understand the issues, have independent input, and are taking sensible, documented steps forward.

What’s included in the Board / Lender IT Briefing

Engagement flow
  1. CEO pre-call (60 minutes): understand your environment, board dynamics, prior incidents, and any “hot buttons”.
  2. Light documentation review: existing IT summaries, risk registers or MSP reports (if available).
  3. Briefing preparation: build a concise narrative and visual supports in business language.
  4. Live virtual briefing (45–75 minutes): we walk the board or lender through posture, risk, and your practical roadmap, with Q&A.
  5. Written follow-up: short summary of what was presented and agreed next steps.
Typical briefing topics
  • ✔Where IT and cyber risk really sit in your business
  • ✔How your current controls compare to “reasonable steps” for your size
  • ✔High-level spend overview and how it maps to resilience
  • ✔Recent incidents (yours or industry) and lessons taken
  • ✔Prioritized 6–18 month action list with realistic effort & cost ranges

From $3,750 USD per virtual briefing. On-site sessions can be scoped for board retreats or strategy days.

Talk About a Board / Lender IT Briefing

Best fit when...

  • ✔Your board or lender has asked for a cyber / IT update.
  • ✔You want an independent voice alongside your MSP or CIO.
  • ✔You need to show credible, staged progress – not panic.

Probably not ideal when...

  • You want a deeply technical audit report for regulators (this is executive-level).
  • You only want a generic “cyber awareness” talk, not a company-specific briefing.

Questions CEOs often ask

Do you criticize our current IT team in front of the board?

No. The aim is to support you and your existing providers, not embarrass anyone. If there are gaps, we frame them as shared opportunities to improve resilience and governance.

Can our CIO/MSP be in the briefing?

Yes, and often that’s helpful. We can decide together whether they join the whole briefing or specific sections and Q&A, depending on your dynamics.

Do you provide slides we can reuse?

Yes. You get a concise slide deck and written summary that you can adapt for future meetings.

Walk into your next board or lender meeting prepared.

We’ll help you tell a clear story about IT risk, spend and the pragmatic steps you’re taking next.

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