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:

  • Your legal responsibilities under the Companies Act
  • The statutory records you must keep – and what goes to Companies House
  • Your role in company decision-making and advising the board
  • The tools and resources to ensure that the correct procedures should are followed

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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:

  • How to get the most out of board and committee meetings
  • Best practice in agenda setting and preparing board papers
  • The importance of minutes and written resolutions
  • Document retention and document retention policies
  • How information should flow to and from the board
  • Key issues around shares and shareholder relationships

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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

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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

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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

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Bespoke training

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

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Institute events

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