Board Reporting - Practical Approaches for FCA and PRA Regulated Firms - 17/04/2018
The Training Environment For Financial Services

Board Reporting - Practical Approaches for FCA and PRA Regulated Firms

17 Apr 2018, London

10:00am to 4:00pm

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.

Course Presenter

Vivienne Bannigan has over 17 years’ experience in the financial services sector, encompassing policy, operations, compliance and stakeholder and project management roles in leading industry institutions, including the FSA, Royal Bank of Scotland and the BBA. Vivienne helps organisations and individuals develop the strategies and skills needed to address the regulatory, operational developmental and change management challenges they face. Vivienne has a BA Jt Hons in Economics and Finance as well as a M.Econ.Sc in European Economics and Public Affairs and has gained professional qualifications in programme management. She has recently established her own company, Granuaile Limited, offering a fresh and unique approach to personal and organisational development.

Course Programme

Session Aim Content
Revisiting the role of the Board The role of the Board is to assess the overall direction and strategy of the business. The Board also assures that an organisation is accountable as required by any laws and regulations. The aim of this session is to explore the various challenges that Boards face and highlight those challenges which require decisions to be prioritised.
  • Identify the challenges facing Boards: legal and regulatory, risk and strategy, stakeholders and sustainability, and communication
  • Consider the decision-making style and culture of the organisation and why this is relevant to the presentation of information to the Board
  • Define the key roles and responsibilities of your Board
  • Illustrate good and bad practices of Board Reporting and identify a ‘safe’ approach to supporting the Board with their responsibilities
Building your Board Pack The Board Pack, the key source of information, is often criticised as being not being fit for purpose in providing the necessary information to ensure the discussion and decision-making at board meetings are as productive and effective as possible. This session seeks to establish a framework that will support better decision making for the Board.
  • Create a framework for the content of reports: format, timing and amount of information provided
  • Identify the six key questions that need to be asked for reporting to Boards
  • Highlight the principles for the effective reporting of financial and non-financial information to boards
Delivering in the Boardroom Ensuring effectiveness of communication with a broad range of stakeholders can be quite a challenge.  The aim of this session is to help delegates explore different forms of communication and select and apply the most appropriate and effective.
  • Understand Board issues and priorities, such as succession, financial, expansion, operational and regulatory
  • Organise stakeholder engagement and discuss how different views on subjects can be presented
  • Review real world examples of Board Room practice
  • Examine techniques for presenting information to the Board

This course can be delivered in-house at a time and location to suit your business and tailored to suit your people and organisation. We can also create bespoke training when something very specific is needed.Please contact us to discuss your requirements in more detail and at no obligation.

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