Overview
Effective governance requires an understanding of how the entity operates; what is its rulebook, who are its decision makers, what are its obligations, what legislation and regulation is it required to follow, who has the authority to make changes etc. A poor understanding of the mechanics of an entity can lead to poor governance which would be disastrous for an entity.
This governance training course will leave you with an understanding of how different entities work, the pros and cons of each and to be able to apply this to your organisation. It will equip you with the knowledge to identify the right entity type for the situation and the skills to understand all entity types, their differences and their similarities.
For any related enquiries please contact us at training@cgi.org.uk, or call us at +44 (0)20 7580 4741
Participant Profile
- Are you seeing new entity types in your firm's or client's structures?
- Are you hearing conversations about entity types you don't fully understand?
- Are your advisors (legal, tax, etc.) talking about vehicle types you are not familiar with?
- Would your organisation/ clients benefit from you expanding your knowledge about the most appropriate vehicles for their structures and the pros and cons of each?
- Is your organisation and/ or its clients considering restructuring to different vehicle types?
This training course is relevant to all sectors, including listed and private companies, charities, public sector, and NHS.
Learning Outcomes
By the end of this course, participants will understand:
- A high-level understanding of the mechanics of the different entity types
- A high-level understanding of the decision makers and key persons in each entity type
- A high-level understanding of the key documents for each entity type
- A high-level understanding of the benefits and challenges of each entity type
- How to "horizon scan" at board level when making decisions about AI, with an AI regulatory understanding.
You will also receive:
- Governance glossary - key terms and their definitions
- A delegate pack containing comprehensive course handouts, learning journal and further learning information
- A certificate to show you have attended the workshop
- 3 hours credit towards your Continuing Professional Development (CPD)
People who take this course often progress to book:
Competency framework
This course aligns to CGI’s competency framework: Emerging/Established
Use the competency framework to identify your strengths and areas for improvement in governance.
Course Leader
Terri is a highly experienced governance and company secretarial professional with a distinguished career spanning over 30 years. With a wealth of qualifications, including Fellowship of the Chartered Governance Institute and a Masters in Corporate Governance, Terri is a recognised expert in corporate governance, compliance, and board dynamics.
Now focused on providing comprehensive training, Terri equips boards, executives, and governance professionals with the tools and knowledge to excel in regulatory compliance, risk management, and effective governance practices. Renowned for delivering practical, insightful, and impactful training, Terri helps organisations enhance their governance frameworks and leadership effectiveness.
Terri has 30+ year experience in various locations including the UK, Jersey, Guernsey, the Cayman, BVI and Ireland and various sectors including Banking, Funds (private equity, infrastructure, real estate, debt, traditional, etc), Trust and Private Wealth along with experience of listed entities both in the UK (AIM and full market) and other jurisdictions.
Terri has acted in various governance roles including as named Company Secretary of vehicles including a leading bank and fund administrator, as Director on several client vehicles with both global leading and small firms and has acted in an advisory capacity to regulatory and professional bodies.
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