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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Jo French Expert 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. |