Introduction to the Company Secretary role

This webinar provides a practical introduction to the Company Secretary role and how it supports an effective, well-governed board. It explains the key responsibilities, statutory and regulatory requirements, and the relationship with the Chair, directors, and senior management. Participants will explore how agendas, papers, minutes, and action tracking are managed, along with best practice in meeting administration and decision records. The session also highlights common pitfalls and how to avoid governance gaps.

This webinar provides one-hour of CPD and offers a structured learning experience designed to deliver actionable outcomes. Participants will gain valuable insights and practical skills to apply in their professional roles.

Delegates places are interchangeable with colleagues from the same organisation.

Content 

• Purpose of the Company Secretary and where the role sits in the governance framework

• Core duties: filings, registers, meeting administration, and supporting compliance obligations

• Board processes: agendas, board packs, minutes, actions, and decision documentation

• Managing information flow and advising the Chair/directors on governance best practice

• Common pitfalls, regulatory expectations, and “what good looks like” in practice

Presenter

Chris Usher Managing Director of the School of International Financial Services

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.