Governance Mechanics: Minutes, Resolutions and Decision Documentation
Description
Strong governance is underpinned by clear and accurate documentation. This session examines the mechanics of minutes, resolutions and decision-making records across jurisdictions. Attendees will learn what constitutes legally robust documentation, how to evidence proper board process, and how documentation standards differ globally. Practical examples will demonstrate how well-structured records protect both the organisation and its directors, while enhancing transparency, accountability and regulatory confidence.
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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Purpose and legal status of minutes, resolutions and board documentation
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Global differences in documentation requirements and expectations
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Crafting clear, defensible and decision-focused minutes
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Evidencing challenge, dissent, rationale and governance process
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Common documentation weaknesses leading to regulatory scrutiny
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. |