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Finance, Accounting & Tax, AML & Compliance, Corporate Governance, Insurance, Investments & Funds, Pensions, Trust

Minute Taking Masterclass

Course details

Start Date

13 November 2024

CPD Points





Half day (13:30-16:30)


GTA University Centre

Course Overview

This course has been designed to provide essential skills to those required to attend and minute meetings and to enable you to confidently put those skills into practice at meetings of all levels.

Course Content

  • Challenges of the role
  • Format and layout of minutes
  • Use of the Agenda and Board pack
  • Preparation stage
  • Capturing relevant data
  • Methods, tools and techniques
  • Transcribing minutes
  • Techniques for summarising discussions of board minutes
  • Level of detail in minutes
  • Specific requirements that must be covered in minutes
  • Best practice items to be included within minutes

Course Benefits

Preparing minutes, no matter what for, can be stressful, whether it’s your first time or you have had some experience. Making sure you capture the information required will provide you with confidence when it comes to preparing the minutes, and then using your skills to type the minutes from the records you make. You will also learn to appreciate and capture specific technical requirements and learn best practice in minute taking.

This course aims to look at how you can prepare in advance for meetings, develop confidence during meetings and use information gathered to prepare a set of minutes. You will look at all abilities, from those that have not prepared minutes before, to those that have but wish to ensure that they are maintaining best practice. An overview will also be given to local regulatory requirements for those who come from a licensed financial services business.

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

  • 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.

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.