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Director Development, Finance, AML & Compliance, Corporate Governance, Investments & Funds, Trust

Advanced Minute Taking for Guernsey Fund and Trust Professionals

Course details

Start Date

8 June 2022

CPD Points

6

Cost

£295

Length

Full day (09:30-16:30)

Location

GTA University Centre

Course Overview

This course is designed build upon existing knowledge of minutes and minute taking to provide additional skills to those who take minutes, to improve effectiveness, efficiency and confidence and improve understanding of the entire process.

Delegates will go back to the basics of company law regarding the requirements to take minutes, develop practical skills and get practical guidance on how to overcome common problems and issues. Your tutor – an experienced professional with extensive expertise in this area – will give you the benefit of her experience to help you develop your skills beyond a basic understanding of the need for good minutes and give you a keen awareness of the importance of accuracy, the need for brevity and attention to key detail.

Course Content

During the day you will cover the following topics, with interactive discussion and participation:

  • What minutes are and why they are important
  • The Process:
    • Before meetings: administrative & personal preparation
    • Attending the meeting – organisation & minute note taking
    • After the meeting – responsibilities & writing minutes
  • Challenges to overcome
  • Communication & relationships

Course Benefits

This course is for individuals who are already attending board meetings and minute taking as part of their role and are looking to continue to learn and apply best practice, consider other techniques and improve efficiency. This course will also consider the many challenges faced by minute takers and the impact of relationships and communication in the minute taking process.

Next Steps

If you would like to book a place on this course please click on the ‘Book Course’ button to the right of this page and login or register for a user account to complete your booking(s). Any queries please do not hesitate to contact us via [email protected] or call us on 01481 224570.

If no date is scheduled for this course at the present time please click on the ‘Register Interest’ button and login or register for a user account so that we can add you to our course interest register. This register allows us to contact our tutors and finalise dates for a course as soon as we have a few people who have expressed their interest, so the more delegates who register their interest, the sooner we can schedule a particular course.

Course Tutor

  • Mel Torode

    Mel Torode has over 20 years' experience in the fund administration industry in Guernsey specifically including private equity, property and mezzanine debt.

    Mel is an Independent Non-Executive Director with a portfolio of listed and private fund clients and is a director and founder of Advisory Services (Guernsey) Ltd, an independent company providing board & governance, compliance & risk services and training.
    During her career to date, Mel has worked at all levels of fund administration, from trainee to Managing Director, has founded, successfully grown and sold her own fund administration business, has worked in all sizes of company from 2 people to 100 people, has been part of owner-managed and large global operations and has established a varied portfolio of clients as a NED. Alongside administration, company secretarial and leadership positions, Mel has held roles as Compliance Officer and MLRO, as well as focusing consistently on corporate governance during her career.

Upcoming Courses

Some courses we run are scheduled based on demand. Please ensure you register your interest to ensure we know which courses you would like to attend.