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Finance, AML & Compliance

Drafting Board Minutes for the Company Secretary

Course details

CPD Points





2.5 hours (09:00-11:30)

Course Overview

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.

Course Content

  • 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 you to prepare a set of minutes which would pass regulatory scrutiny as well as impart tips and techniques for assisting in their production.

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 721555.

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

  • Jo Carre

    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.


  • It was a good course and well presented. Jo is clearly knowledgeable.

    Kimberley N

It was a good course and well presented. Jo is clearly knowledgeable.

Kimberley N

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.