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All attendees of a London based course incur VAT as a part of the cost of attendance.

Euromoney Learning have partnered with VAT IT to allow you the unique opportunity to recoup the VAT incurred.

Using VAT IT's extensive experience and simple sign-up and refund process, every invoice can be turned into cash for your business.


Claim the VAT that's rightfully yours in four simple steps:

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Why choose VAT IT 

VAT IT have spent two decades identifying, researching and perfecting the foreign VAT Reclaim process and built the best back end technology in the industry. By partnering with Euromoney Learning, we can provide you with a fast and effective way to reclaim your VAT which helps reduce the cost of your training.

VAT IT will charge a percentage of the VAT refund if/when it is successful. 


Can I claim back the VAT myself?

You can claim back VAT directly from the UK Tax Authority (HMRC) by completing the following form. 
For European clients, please refer to form VAT 65
All other clients, please refer to form VAT 65A.

 

You may also be able to claim back your VAT against courses taking place outside of the UK, and we would recommend contacting VAT IT, our specialist partner, to discuss how to do this.

Course details

Dates are currently being finalised. Get in touch to find out more
Download course brochure

Improving Board Effectiveness

Improve your board's effectiveness & performance with this course
  • "Well prepared, very practical and very useful for immediate implementation. Very good case studies" - CEO, National Bank of Malawi

    "Very impressive course. Very good trainer" - CEO, New Prudential Building Society

    The Improving Board Effectiveness training programme is designed to broaden the awareness of members of and advisors to Boards of Directors, in both developing and emerging markets, of the available methods and techniques to help them improve the effectiveness of their board. It provides a crucial opportunity for participants to update their knowledge and skills in order to fulfil their roles successfully.

    Taught by an internationally renowned board development expert, the course will equip you with a framework to develop an action plan to introduce changes to your board practices and ultimately raise its effectiveness, impact and performance.

    This advanced 4-day course provides a vital overview to the role of the board in listed companies, banks and other financial institutions. You will receive practical guidance on issues such as:

    • Best practice policies
    • Corporate responsibilities
    • Board behaviour
    • Board evaluation
    • Risk management
    • Remuneration oversight
    • Financial stewardship

    Methodology

    This course combines a variety of training activities including:

    • Practical presentations and lectures
    • Classroom Group Discussions
    • Multiple case studies and examples taken from real life financial service sector situations
    • Board simulations, role plays, force field analysis and priority rankings exercises


    Note - A good level of spoken and written English is required to attend this course. Delegates should be of an intermediate standard in English at a minimum. Please refer to the Common European Framework of Reference for Languages - as a guide the level required is B2.

     

  • Day 1

    The Role of the Board and Directors’ Rights, Duties and Liabilities

    What does an Effective Board do?
    • The identification of the board’s governance role and responsibilities (to include strategic leadership, oversight of executive management and accountability activities)
    Case Study: Defining the board’s governance role and responsibilities based on real data from recent board research
    • Classification of boards (to include unitary boards, two tier boards and Shari’a Supervisory Boards)
    • Differentiating managing from directing activities
    • Roles within the board to include: the chairman, the CEO, the non executive director, the senior independent director, the company secretary and board advisors

    Role Play:
    Exploring the roles within the board before, during and after board meetings
    Recent trends concerning the evolving role of the board

    Case Study: The boards of banks in Europe

    Delegates will evaluate recent research into board practices in the 27 Member States of the EU

    What are a Director’s Rights, Duties and Liabilities on a Board?

    • Directors’ rights
    • Statutory duties, fiduciary duties, duty of care and duty to act within powers
    • Legal liabilities and enforcement mechanisms

    Case Study:
    Assessing recent legal cases involving directors’ rights, duties and liabilities


    Day 2

    The Effective Board: Composition, Structure and Practices

    The Balanced Board
    • Board size
    • Board balance involving: expertise, executive / non executive, independent / non independent, gender, age, nationality etc
    • Director leadership attributes
    • Director selection and appointment process and the role and structure of the nominations committee
    • Succession planning
    • Board committees
    Case Study: Examining board balance issues

    Board Practices
    • Setting the agenda: its contents – key success factors
    • The agenda annual calendar
    • Board briefing papers
    • Executive meetings of non executives
    • Challenges in conducting board meetings
    • Board meeting leadership and procedures
    • Best practice minutes of board meetings
    • Director induction package
    • Red flags for directors
    • Dysfunctional board characteristics and how to deal with them

    Role Play:
    Investigating dysfunctional board characteristics

    Day 3

    Strategic Leadership and Stewardship Provided by the Board

    Strategic Leadership and the Board
    • The board’s role in strategic management
    • An identification overview of the policies and procedures that need to be ratified by the board

    Exercise:
    This section will include a questionnaire / self assessment of policies and procedures within the course participants’ organisation and will include templates and best practice model documents on information disclosure, insider trading and related party transactions
    • Ethical challenges and how these may be addressed through a code of ethics
    • The business case for corporate responsibility and citizenship to include sustainability
    Case Study: Corporate responsibility and citizenship in South Africa
    This case study will define the impact of the corporate responsibility and citizenship recommendations in South Africa as a result of the King 3 Report on Corporate Governance.

    Case Study: Examining the many ethical challenges including zero tolerance, codes of conduct and whistle blowing
    The board’s role in evaluating organisational performance using key performance frameworks, indicators and dashboards

    Case Study: Using key performance frameworks and indicators to evaluate bank performance
    • The board’s role in evaluating CEO performance using key performance frameworks and indicators
    Role Play: The evaluation of CEO performance

    Director Remuneration
    • Using frameworks and policies for determining non executive directors, executive directors and senior executives’ remuneration
    • The role and structure of the remunerations committee
    • Trends and challenges associated with remuneration
    Case Study: Evaluating directors’ remuneration

    Financial Stewardship and Governance Oversight Issues

    • Oversight of information governance policies, systems and procedures
    • The board’s role in corporate reporting
    • The implementation of International Financial Reporting Standards (IFRS)
    • The content of the Governance Report and good practice construction processes
    • The Annual report
    • The Shareholders’ General Meeting
    • Website disclosure
    • The content of Recovery and Resolution Plans (“living wills”) and good practice construction processes
    • Board challenges associated with valuation, gearing and dividend policy
    • The importance of effective shareholder communications and the EU Shareholder Rights Directive
    • The ownership reporting requirements and the impact of different types of ownership (e.g. concentrated / dispersed, state ownership)
    • Shareholder engagement and activism
    Case Study: Financial stewardship and governance oversight

    Case Study: Shareholder engagement / activism

    Risk Assessment and Oversight

    • Risk identification, assessment and decision making frameworks used by boards including COSO II. Also to include: risk appetite, risk tolerance, disaster recovery and business continuity planning
    Case Study: The application of risk assessment and decision making frameworks

    Internal Controls and Internal Audit
    • The board’s oversight of internal control systems and procedures
    • The role of internal audit and its relationship with the audit committee
    Case Study: Internal controls – growth and decentralisation


    The Audit Committee
    • The role and structure of the audit committee including its relationship with the external auditors

    Day 4

    Improving Board Effectiveness

    An Overview of Corporate Governance Frameworks and Practices Relating to Boards
    • The European Commission’s Green Paper on Corporate Governance
    • The Code for Responsible Investment in South Africa (2010)
    • The UK Code of Corporate Governance (2010)
    • The UK Walker Review of corporate governance in UK banks and other financial industry entities (2009)
    • The Basel Guidance: “Enhancing corporate governance for banking organizations” (2006)
    • The OECD Principles of Corporate Governance (2004)
    • Dodd Frank and Sarbanes Oxley Corporate Governance Requirements in the US
    Case Study: The implementation and impact of these corporate governance frameworks

    Board Evaluation
    • Types of board evaluation
    • Good evaluation practices
    • Red flags for directors concerning board evaluation
    Case Study: Comparing board evaluations from Canada, the US, the UK and the Middle East

    The Business Case for Board Effectiveness
    • The role of the board in value protecting and value enhancement
    • Corporate governance as an investment
    • How boards are responding to corporate governance concerns and challenges
    • The business case for improving board effectiveness and corporate governance within boards to include examples from the US, the UK, the Middle East and Central and Eastern Europe

    Case Study:
    Comparing board effectiveness in the US, the UK, the Middle East and Central and Eastern Europe

    Leading Boardroom Changes
    • Leading transformational change: a seven stage process
    • Boardroom action planning
    • Solutions to improve a board’s effectiveness

    Case Study
    : Evaluating and implementing performance improvement plan in the board
    Course summary and close

     

  • Our Tailored Learning Offering

    Do you have five or more people interested in attending this course? Do you want to tailor it to meet your company’s exact requirements? If you’d like to do either of these, we can bring this course to your company’s office. You could even save up to 50% on the cost of sending delegates to a public course and dramatically increase your ROI.

    If you want to run this course at a location convenient to you or if you want a completely customised learning solution, we can help.

    We produce learning solutions that are completely unique to your business. We’ll guide you through the whole process, from the initial consultancy to evaluating the success of the full learning experience. Our learning specialists ensure you get the maximum return on your training investment.

  • We have a combined experience of over 60 years providing learning solutions to the world’s major organisations and are privileged to have contributed to their success. We view our clients as partners and focus on understanding the needs of each organisation we work with to tailor learning solutions to specific requirements.

    We are proud of our record of customer satisfaction. Here is why you should choose us to help you achieve your goals and accelerate your career:

    • Quality – our clients consistently rate our performance ‘excellent’ or ‘outstanding’. Our average overall score awarded to us by our clients is nine out of ten.
    • Track record – we have delivered training solutions for 95% of worlds’ top 100 banks and have trained over 250,000 professionals.
    • Knowledge – our 150 strong team of industry specialist trainers are world leading financial leaders and commentators, ensuring our knowledge base is second to none.
    • Reliability – if we promise it, we deliver it. We have delivered over 20,000 events both in person and online, using simultaneous translation to delegates from over 180 countries.
    • Recognition – we are accredited by the British Accreditation Council and the CPD Certification Service. In an independent review by Feefo we scored 96% on service and 95% on product
This course can be run as an In-house or Tailored Learning programme

Instructor

  • Chris Pierce

    • Having worked as an advisor to the boards of many listed companies, banks, sovereign wealth funds, stock exchanges and financial institutions around the world, I have a keen understanding of the key challenges impacting the finance industry and know what's needed for good governance.

    Biography

    The course instructor is an Associate Training Consultant for Euromoney Training. He works with policy makers, directors and boards in Europe, Asia, Africa, the US and South America. Prior to becoming CEO, he was the Director of Professional Standards and Development at the Institute of Directors (IoD) in the UK. He has also held senior management positions in the Overseas Development Administration, British Airways and Leeds Business School.Over the last fifteen years he has worked as an advisor to the boards of many listed companies, banks, sovereign wealth funds, stock exchanges and financial institutions around the World. He has also conducted a number of board evaluations and corporate governance assessments of listed companies and major financial institutions.In 2014, the instructor was awarded the Bertin Governance Medal in Sweden by the International Academy for Quality. The award was in recognition of his personal contribution to good governance practice.The instructor is the principal author of the Mauritian Code of Corporate Governance that was implemented in July 2017.

Venue

London

The course will take place at a Central London hotel.

The map attached details some of our most frequently used venues

If you need help booking accommodation for your visit, please contact accommodation@euromoney.com and one of our partners will help you get the best rate possible.