What does a good Board pack look like?

Save £125 when you book on to this course together with the the 'How to make effective board decisions' course, use the code 'Board0220' to take advantage of this offer.

An effective Board report is a strategic extension of day-to-day information-gathering and provides the platform on which boards can work with management to add real value and to gain a critical understanding of the business. Providing the Board with the correct information informs better strategic decision making, builds trust and ultimately allows the Board to have better conversations, but few Board members actually know what a good Board pack looks like. More importantly, whether the information and decision support that Board members receive will enable them to discharge their duties. This session will explore what s172 and the Corporate Governance Code say about Board information, what is it your duty to seek as a director, and how you can change your board information so it helps you better discharge your duties.

Key learning objectives:

• Knowing what to expect from your Board materials
• Understanding what it is your duty to ask for
• Identifying steps that you can take to improve your Board information

13:00 Registration and networking lunch

• A sandwich lunch will be provided and an opportunity for you to network with the trainer and other delegates

13:30 Welcome

• Introduction
• Learning Objectives

13:40 What can go wrong when Boards don’t have the right information?

• Case Studies

14:30 Coffee break

15:00 What should you expect from your Board materials?

• What to expect: S172
• What to expect: Corporate Governance Code

15:20 Current challenges

• A summary of our research on trends in Board reporting
• Group discussion of current challenges with board packs

15:45 What should you look for?

• Overall framework
• Content & Structure
• Security

16:30 Close

Esther Odida
Esther Odida is an Associate Director at Board Intelligence, specialising in the Financial Services market. Esther helps organisations deliver step changes in their reporting to enable boards to see what matters and take smart decisions. Esther has led transformation projects for some of Board Intelligence’s largest clients and has spent the past eighteen months focusing on advising financial services businesses on how to use SMCR as more than just a tick-box exercise but an opportunity to transform decision-making processes and scale and embed best practice across organisations.

Esther is a regular speaker at events both in the UK and Europe as well as Board Intelligence's monthly series of governance seminars. She holds a BA in Natural Sciences and an MPhil in History of Science from the University of Cambridge.

This session is aimed at board members (both independent and non-independent executive directors) and senior management within Investment Management firms.

IA Member £375.00 +VAT
Non-Member £450.00 +VAT

Pay using a credit card online, or if you wish to be invoiced please email your full details to: Training@theia.org

PLEASE NOTE: Full payment for the course must be made prior to the course commencement date.

Any cancellation must be made in writing. For all cancellation received 15-30 days prior to the course start date, 50% of the course fee is still payable. No refund is given for a cancellation made 14 days or less prior to the commencement of a course. Transferring from one course to another is treated as a cancellation. You can substitute one delegate for another at no additional cost. In this instance, please give two business days’ notice.