CanaGlobe Compliance Solutions

Board Administration Training

Why CanaGlobe?

One of the most common things that we see in small and mid-sized companies who don’t have an in-house corporate secretary is that the board administration duties often fall to an executive or administrative assistant. While they are typically eager to take on more responsibility, it is imperative that they receive training to understand what this part of their role entails and how to execute it effectively while providing maximum support to the board. With our robust board administration training program we work with the designated employee to help them understand how a board functions and how they can best support the directors, particularly the chairperson of the board and its committees.

Our board administration training program can be tailored to your company’s needs and includes:

  • An overview of the role of the board

  • Developing a tailored board and committee meeting process from start to finish

  • Training on how to take board and committee minutes

  • Training on how to prepare, circulate and follow- up on action item lists

  • Learning how to develop and managing work plans for the board and committees

  • Developing onboarding manuals and director education plans

  • Guidance on liaising with legal counsel, transfer agents, and others

Whether you need someone to be trained to take minutes or they need to learn the entire board administrator role, we have the experience to help them learn their role and execute it professionally.