Electronic Annual D&O Questionnaires

Improve Efficiency

The Trusted Governance Partner in
D&O Questionnaires

Choose your preferred process for updating your D&O Questionnaire: utilize CBE’s expertise to enhance an existing form, or tailor Goodwin’s pre-built questionnaire. Our custom software transforms your paper D&O into a digital, user-friendly format.

Safe and secure servers keep your questionnaire format in order to pick up right where you left off the previous year.

We work with you to update your D&O questionnaire annually, simplifying the yearly revisions process. We ensure full and accurate completion, eliminating the disorganized process of mailed paper forms.

Use Your Existing Form

CBE optimizes your existing questionnaire for digital completion of the EnGauge™ platform. Questions or sections can be conditioned by respondent type, eliminating inapplicable sections from their field of view. Respondent-specific fields can be pre-populated with relevant information to save time. Responses are automatically saved, eliminating stress of lost data or technical difficulties. 

✓ Attorney and technology experts review your existing questionnaire and recommend edits to streamline

✓ Customize style, brand, and layout

✓ Pre-populate fields to save respondent time

✓ Condition question by respondent type to eliminate inapplicable sections

✓ Automatically save responses

✓ Start, stop, and restart from the last page accessed

✓ Access questionnaires from any device

✓ Ensure full and accurate completion

✓ Outsource data collection to maintain data privacy and integrity

Use the Goodwin Form

CBE adapts Goodwin’s pre-built, D&O Questionnaire from their Year-End Tool Kit for digital completion on the EnGauge™ platform. In partnership with Goodwin, CBE has adapted Goodwin’s pre-built, law firm approved D&O Questionnaire from their Year-End Tool Kit for digital completion. The form is updated annually based on current regulatory and disclosure requirements allowing for customization to your company. 

✓ Updated annually, based on current regulatory and disclosure requirements

✓ Pre-populate fields to save respondent time

✓ Condition questions by respondent type to eliminate inapplicable sections

✓ Customize to your company based on industry, auditor, or other requirements

✓ Eliminate costly process of maintaining up-to-date reporting processes

✓ Elicit thorough and accurate responses with Goodwin attorney-designed question format and structure

✓ Outsource data collection to maintain data privacy and integrity

✓ Make simple year-over-year results comparisons with consistent forms

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