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

EmailInfo@cscglobal.com

David Jefferis david.jefferis@cscglobal.com800-927-9801 x63690

John Oliverjohn.oliver@cscglobal.com800-927-9801 x68545