Drafting Board Minutes for the Company Secretary

Course Summary

Board minutes have become of particular focus in the last few years for regulated entities to sufficiently evidence board discussion and director contribution. This course will look at content and style of board minutes, to ensure the minutes you prepare are to the standard expected by the regulator.

The course will appeal to company secretaries who are new to this career or experienced company secretaries looking to update themselves on best practice.


  • Content of minutes
  • Format and layout of minutes
  • Techniques for summarising discussion of board members
  • Level of detail in minutes
  • Specific requirements that must be covered in minutes
  • Best practice items to be included within minutes.

Course Benefits

The course will enable delegates to prepare a set of minutes which would pass regulatory scrutiny as well as impart tips and techniques for assisting in their production.

Tutor Profile

Jo Carré has over fifteen years’ experience of working in the finance sector in Guernsey, including eight years at the Guernsey Financial Services Commission, where she worked in the Fiduciary Division. As part of her role at the GFSC Jo completed numerous onsite inspection visits of local fiduciaries. Over the years Jo has held approved positions, including director of an investment licensee, and MLRO and compliance officer of both investment and fiduciary licensed entities. Jo holds a law degree and has obtained the International Compliance Association Diploma in Compliance.

Jo provides advice directly to businesses in respect of compliance with local legislation, undertaking reviews of governance and risk frameworks, delivering regulatory focused projects, and drafting manuals and procedures.

Course at a Glance

  • Next Start Dates: New dates TBA
  • CPD Points: 2.5
  • Course Cost: £175.00
  • Course Length: 2.5 hours (09:00-11:30)

There are no dates currently available for this course, If you would like to register your interest please complete the form below:

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