Board Information and Financial Literacy: Reading Multi-Jurisdictional Board Packs
Description
Directors must be able to interpret complex and varied board information, particularly when overseeing international operations. This session strengthens financial and analytical literacy, focusing on how to read, question and challenge multi-jurisdictional board packs. Participants will learn to identify key risks, spot anomalies, and understand the financial and operational indicators required for informed oversight, ensuring board decisions are grounded in accurate, relevant, and complete information.
This webinar provides one-hour of CPD and forms part of the Directors Foundation Programme, delivered by Chris Usher.
Delegates places are interchangeable with colleagues from the same organisation.
Content
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Essentials of financial literacy for international directors
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How to assess and challenge the quality of board information
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Identifying risks, trends and red flags in global reporting
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Comparing financial data across jurisdictions: challenges and techniques
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Best practices for board pack structure, clarity and decision-usefulness
Presenter
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Chris Usher Managing Director of the School of International Financial Services |
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Chris is the Managing Director of the School of International Financial Services (SIFS), a leading provider of training and education in offshore financial services across 15 jurisdictions globally. He has over 25 years of experience in offshore financial services, having previously held senior wealth management roles at Barclays Wealth and Santander, where he advised private clients and corporates on complex global investment solutions and wealth structuring. Chris is currently also a Director at Cavenwell Group. With a deep understanding of geopolitical and economic dynamics, Chris helps clients navigate the changing international wealth structuring landscape and optimise tax efficiency. Chris has trained over 6,000 people in qualifications for the Chartered Institute for Securities and Investments (CISI) in wealth management and is a well-regarded member of the Institute. He also serves on the committee of the Jersey Wealth Managers Association (JWMA) and is a member of the Institute of Directors. |