The Training Environment For Financial Services

Board Reporting

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Outline & Objectives

The Boards of financial institutions are under increasing pressure to respond to difficult questions about how they provide oversight over business models, risk-taking, strategy and long-term business sustainability. A major challenge for all firms is to provide the Board with the Management Information needed to address key risks to the business and ensure the decisions made are properly informed and transparent.

This practical course provides a safe environment in which to assess your approach to board reporting, practise new techniques and take away ideas to bring about immediate improvement.

Attending will help you:

  • Review the scope of your board reports and MI and avoid information overload or gaps
  • Enhance the structure, style and value of your reports to make them more concise, targeted and easier to digest
  • Better understand and reflect Board issues, priorities and decision-making style in your reports
  • Manage differing stakeholder views with balance and clarity
  • Examine real world examples of Board Reports, good and bad
  • Explore presentation techniques within a supportive learning environment
  • Reduce the reporting burden on your senior management colleagues – and yourself

Who will benefit?

This focused course will be of value to anyone responsible for producing, compiling or overseeing board packs and reports. This is likely to include Senior Management Team, Company Secretaries, as well as heads of Risk, Compliance and Audit, and individuals who compile reports for the senior management team.

Training Approach

This workshop is designed to be participative. The agenda will combine key formal presentations, case studies and syndicate discussion sessions. There will be ample opportunity for delegates to benchmark experiences with industry peers and raise issues of most concern to their organisation, either confidentially or in open session.


Topics covered may include but are not limited to:

  • Revisiting the Role of the Board
  • Building the Board Pack
  • Delivering in the Boardroom



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