Jun 25, 2026BoardMeeting
BoardStable Account Advisory Board Minutes
The Board discussed updates regarding the NAST TMTS Conference, specifically focusing on fraud prevention education and resources for plan participants. Discussion also covered takeaways from the conference related to outreach, simplifying messaging, and sponsorships. Additionally, an operations update was provided, which included an analysis of Assets Under Management (AUM), average account sizes, comparisons to the previous year, and platform enhancements to the gift feature and registration management.