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Audit, Risk & Governance · Short course

Effective Governance and Board Management Skills for EAs & PAs

Understand what good governance looks like and how you, as the EA/PA, can assist the Board, CEO, and Management to achieve it. This one-day Masterclass examines the EA’s role and responsibilities as a Board Secretary, and…

Professional developmentRatomac Trading Consultants

The programme

Programme overview

Understand what good governance looks like and how you, as the EA/PA, can assist the Board, CEO, and Management to achieve it. This one-day Masterclass examines the EA’s role and responsibilities as a Board Secretary, and takes you through best-practice examples of Board agendas, papers, and minutes.

Delivered as a mix of presentation, case studies, exercises, and open discussion, with interactive tools such as tests, polls, and breakouts for online delegates. On registration, all relevant course material and information will be made available online.

Who should attend

Who is this programme for?

  • Executive Assistants and Personal Assistants
  • Administrative Managers
  • Board Coordinators and Governance Officers
  • Corporate Secretaries

Learning outcomes

What you will learn

  • Understand the principles of good corporate governance
  • Review common board structures and roles
  • Understand board practice and processes
  • Understand the roles and responsibilities of the board, CEO, and management
  • Understand your role as the EA acting as Board Secretary, including AI-assisted tools for board papers and minutes
  • Recognise the critical importance of confidentiality, security, and retention of records
  • Understand directors' legal duties and obligations
  • Explore the changing role of, and expectations placed on, the board
  • Build core business fundamentals skills for EAs and PAs

Explore the programme

Detailed programme outline

  • Understanding what “governance” is, and why it matters
  • What good governance looks like
  • Matters the Board needs to address
  • Roles and responsibilities of the Board
  • Roles and responsibilities of the CEO and management
  • The role of the Chair, and Board composition
  • Factors which influence Board effectiveness
  • Board meetings, agenda, and work plan
  • Board papers and Board committees
  • The Board charter, or “code of conduct”
  • Responsibilities of the Board Secretary
  • The Interests/Conflicts of Interest Register
  • Minutes: draft stage and approval process, including AI transcription tools to accelerate drafting, always verified for accuracy
  • Managing online Board papers
  • Confidentiality, security, and retention of records
  • The policy register and review process
  • The role of the “Company Secretary”, and looking for areas of improvement
  • The Companies Act and Directors' Duties
  • Trusts and Trustees
  • Identifying problems with time management, and strategies to address them
  • Techniques to reduce procrastination and manage stress
  • Client care and client satisfaction
  • Building an effective team, and core support skills

Learning approach

How you will learn

Our diverse instructional approaches ensure effective learning:

– Lectures & Presentations: Engage with expert-driven, stimulating content.– Course Material: Access well-crafted supporting resources.– Group Work: Collaborate on discussions and case studies for practical insights.– Workshops & Role-Play: Participate in immersive, scenario-based activities.– Practical Application: Focus on applying theoretical knowledge in real situations.– Post-Training Support: Receive extensive support after training for skill implementation.

Discuss your requirements

Dates, duration & arrangements

Contact Ratomac to confirm dates, duration, delivery format, entry requirements and any applicable assessment or certification before booking.

Enquire about this programme