How to run an effective meeting (including remote meetings): essential skills and knowledge
Description
To introduce the role of the administrator/company secretarial function to their duties and responsibilities regarding meetings and appreciate the regulatory environment and the need for positive corporate compliance. In support of this, to gain an awareness of the function of the Board and the importance that effective meetings play to ensure for effective corporate administration and fiscal compliance
Content
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What is a meeting and why are they needed?
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Role of the administrator
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Tasks prior to holding meetings
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Tasks on the day
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Leading the meeting and use of an agenda
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Closing the meeting
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Post meeting tasks and follow up
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Importance of the robust audit trail
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Remote meeting protocol
Presenter
Jo FrenchExpert Trainer at the School of International Financial Services |
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Jo, through her company JETT Limited, specialises in developing contemporary bespoke, technical in-house CPD programmes covering a range of AML, compliance and governance issues. She has over 25 years’ experience in delivering credible training to a wide range of financial service businesses both in the Crown Dependencies and internationally, as well as institutions that include the BBA, the ACSP in the Isle of Man, Guernsey Training Agency and the Jersey International Business School where her role also extended to delivering on Buckingham University’s BSc (Hons) in International Financial Services degree as part of their faculty. In addition, she has taught on the International Compliance Association’s full range of AML and compliance qualifications since 2005, and as a Fellow of the Governance Institute (formally ICSA) written and delivered across both level 4&5 Certificate and Diploma, as well as the qualifying scheme, (subjects include Corporate Governance, Risk Management, Boardroom Dynamics, Company Law and Company Compliance and Administration.) Jo’s ICSA students have won many international prizes, most recently in Trust and Company Administration in May 2021, and CORE in the November 2021 exams. A committed educationalist, Jo has a First Class Law Degree (LLB) and Masters in Law (LLM) (Merit) from Queen Mary University of London specialising in financial services law. She is passionate about the delivery of accessible and innovative training courses. |