Company secretarial practice and company law

Effective company secretaries are more valuable than ever. However that value depends on up-to-date skills, contacts and expertise.

We have a range of courses to help you develope the neccesary skills and knowledge to take the first step into the world of the company secretary.

The Role of the Company Secretary: Part 1

Effective company secretaries are more valuable than ever. However that value depends on up-to-date skills, contacts and expertise. This company secretary course is an essential primer for newcomers – or the perfect refresher for secretaries seeking to deepen their involvement and value.

What will you learn?

Confidence comes from knowledge. By the end of the course you will understand:

  • The core responsibilities of a Company Secretary/Governance Professional.
  • The legal and regulatory components of Statutory Compliance.
  • External reporting.
  • Meeting Management; including types of meetings, conflicts of interest, minutes, and timelines.
  • Director Duties.
  • Basic Corporate Governance; including the history of governance, governance codes and The Wates Principles.

Learn more

The Role of the Company Secretary: Part 2

This one-day course covers how to get the most out of board and committee meetings, document retention and key issues around shares and shareholder relationships.

The course leaders use interactive case studies and course notes to reinforce key topics. There is also an opportunity to discuss specific issues concerning your organisation.

What will you learn?

By the end of the day you will understand:

  • Risk management frameworks, roles, and responsibilities.
  • Who are the stakeholders engaging with your organisation.
  • s.172.
  • Board advisory and dynamics.
  • Board behaviours.
  • Director inductions.
  • The Company Secretary’s influence on the board and the organisation.
  • Governance frameworks.
  • Soft skills including board and senior management relationships, communication and influencing skills.

Learn more

Introduction to Company Law

This course walks delegates through the basics of company law using plain language and everyday examples. We cover the lifetime of the company, its legal obligations and its day to day business.

All delegates arrive at a similar level, and no prior knowledge is assumed.

What will you learn?

By the end of the day you will understand:

  • The basics – including what companies are and how they are formed and run
  • The foundations of company law in the UK (Companies Act 2006)
  • The ‘life cycle' of the company and its legal obligations
  • Company boards – their role, duties, powers and decision-making process
  • Shareholders and how to manage share capital
  • The tools to explore the links between legal theory and business reality

Learn more

Company Secretarial Practice for PLCs

UK law places unique demands on PLCs and the teams that manage them. This intensive course, delivered by experts, covers the essential knowledge and activities of the successful company secretary.

What will you learn?

By the end of the day you will understand:

  • The core duties of the company secretary in a listed business
  • The relevant legal and regulatory frameworks including listing, disclosure and transparency rules
  • Best practice in corporate governance
  • Key relationships – including working with the board and investor relations
  • Techniques for key tasks – including taking minutes, managing share plans and year-end activities
  • See the full programme below for further details‚Äč

Learn more

Company Secretarial Practice for Support Staff

What exactly is a company? How is it set up? How does it work? This straightforward course starts from the beginning, using practical examples and exercises. Delegates will come away with a thorough grounding in company law and the role of the secretarial team.

Everyone’s at a similar stage and no prior knowledge is assumed.

What will you learn?

By the end of the day you will understand:

  • Company law, and the legal and regulatory framework
  • The roles of the company secretariat
  • Shares, capital and the stock exchange
  • The role, duties and liabilities of directors
  • Techniques and tips on the execution of key compliance tasks, including filing
    statutory documents, keeping registers and organising the company AGM

Learn more

Document Retention: Getting it Right

Businesses that don't maintain clear records often find themselves in financial and legal difficulty. The problem lies in knowing exactly which documents to retain– and for how long. This course examines the importance of a robust document retention policy  – and the risks when this is not in place.

What will you learn?

By the end of the day you will understand:

  • Which documents your organisation needs to retain – and for how long
  • The consequences for companies who fail to do so
  • How to develop an effective document retention policy
  • How to balance business needs with regulatory obligation
  • Retention, disposal and review procedures
  • Data law and the use of documents as evidence
  • The retention of electronic data

Learn more

Contact us

Bespoke training

If you would like to arrange tailored training for your organisation or group, the Institute can help.

Find out more

Institute events

SUBSCRIBE

Join our mailing list for updates on training resources, new governance guidances, events and access to exclusive downloads

Sign up

Download this year's course catalogue Nominations for our 2022 awards now open

Search CGI