“Module 04 changed how our audit committee covers write their cover notes. Still wish the clinic recording landed faster after each session.”
Priya S. · Governance lead, Bristol
Flagship programme
Board Pack Assurance
Eight modules that turn a rushed monthly pack into an evidence-backed review cycle — mapped directly to the board reporting audit app.
What you will practise
- Build a pre-circulation assurance checklist tied to agenda order
- Flag materiality thresholds without inventing false precision
- Trace claims in finance papers back to source schedules
- Write residual-risk notes chairs can skim in under a minute
- Hand findings to owners with dated follow-up slots
- Run a dry-run pack walkthrough inside the audit app
Modules
01
Pack anatomy under pressure
How UK boards actually read papers when time collapses.
02
Materiality without theatre
Setting thresholds that finance and the secretariat both respect.
03
Evidence trails
Linking narrative claims to schedules, minutes, and prior packs.
04
Exception language
Writing clear “what changed / why it matters / what next” blocks.
05
KPI stress tests
Challenging dashboards that look tidy and travel poorly.
06
Cross-function handover
Finance, IA, and the board office sharing one review surface.
07
Audit app dry-run
A full cycle in the board reporting audit app with coaching notes.
08
Clinic: live pack critique
Bring a redacted pack; leave with a prioritised fix list.
Instructor
Amira Holt
Former deputy company secretary and internal audit manager. Amira has guided secretariats through reporting cycles in charities, housing associations, and mid-market plc subsidiaries across the United Kingdom.
Informational pricing
Individual seat from £640. Team seats (up to five) from £2,450. Fees cover course access for twelve months and clinic attendance. No payment is taken on this site — contact us to enrol.
FAQ
Do I need the board reporting audit app already installed?
No. Module 07 includes a guided environment. If your organisation already licenses the app, we map exercises to your instance during onboarding.
Is this suitable for first-time company secretaries?
Yes, provided you have access to a real or redacted pack. Absolute beginners may prefer New Company Secretary Onboarding first.
What is a real limitation of this course?
We do not certify legal compliance or replace external audit opinions. The programme improves your internal review discipline; it cannot guarantee how a regulator or external auditor will judge a specific pack.
How interactive are the clinics?
Fortnightly ninety-minute sessions with a hard cap of twelve participants so each pack critique stays specific.
Learner notes
★★★★☆
Solid on evidence trails. The KPI stress-test worksheet alone paid for the seat in our last quarter.
Rated on our post-course survey · finance business partner