The Accountant as Company Secretary

(13 customer reviews)
by

Want to be in the room when big decisions are made? Find out why accountants are a natural fit for the company secretary role.

£150 +VAT

4 CPD hours

365 days’ access

Use ACPD101 for 10% off any purchase.

The Accountant as Company Secretary

(13 customer reviews)

£150 +VAT

4 CPD Course

365 days’ access

Use ACPD101 for 10% off any purchase.

The Accountant as Company Secretary

(13 customer reviews)

This course is not currently available. To find out more, please get in touch.

This course will enable you to

  • Understand the duties of the company secretary
  • Recognise the legal and practical responsibilities of the company secretary
  • Identify the attributes of an effective company secretary
  • Contribute to the effectiveness of the board, and the overall success of the organisation
  • Enhance your position as a trusted adviser to the board

About the course

The company secretary sits at the intersection of governance, leadership and compliance – a role that puts you at the heart of decision-making and strategic direction. For finance professionals looking to expand their influence and move closer to the boardroom, it’s a logical and rewarding step. But stepping into the role requires more than just technical knowledge; it demands a blend of legal insight, soft skills and leadership awareness.

This course explores the evolving responsibilities of the company secretary, with a focus on how accountants are well placed to succeed in the role. You’ll examine core legal duties, statutory reporting, and how to support the board and senior leadership. Practical guidance on managing meetings, building effective agendas, and creating value in governance functions is complemented by a look at the personal and interpersonal skills that define success in the role.

This course will give you the insight and confidence to consider, or step into, the role of company secretary. You’ll be able to strengthen your ability to contribute to the board, navigate legal responsibilities, and shape how your organisation operates at the highest level.

Contents

The role

Your most important job
The role of the company secretary
Your skills
Why accountants are good company secretaries
Being in the room
Successful company secretaries
Balancing responsibilities

Legal duties and responsibilities

Legal context
The right side of the law
Keeping required registers
Annual reporting and statutory filing requirements
The chief governance officer
AGMs and EGMs
Executing documents
Audit and risk management

Enabling the board to lead and succeed

In the meeting
The annual workplan
Planning with leadership
Preparing board packs
Enabling presentations
Adding value
Minutes
Practical responsibilities
Board evaluation
Director recruitment
Going digital

Developing your soft skills

Being recognised
It’s who you know
Your colleagues
Intervening
The importance of CPD
Supporting directors
Individual directors
Developing a service culture

Managing your development

The future
The evolution of the role
Trust and respect
Earning trust
Taking responsibility
Gaining experience
Final thoughts

Author

13 reviews for The Accountant as Company Secretary

  1. David Willder –

    places a future growth on being a Company Secretary

  2. Adrian Piddington –

    Solid course that demonstrates the evolving role of the Company Secretary in modern business. A useful quiz at the end of each module to reinforce learning is very welcome.

  3. Finbarr Ronayne –

    A lot of the modules were repetitive but still a good overall update on the evolving role of the Company Secretary and the soft skills required to be effective in the role. Course should cover a lot more scenarios like the Crisis Management example.

  4. Jane Sheldon –

    Made me think about a new career

  5. Martin Eales –

    Useful and insightful introduction to the topic

  6. Frances Coffey –

    Very useful description of the role with examples and lots of guidance on how to develop.

  7. Peter Shaefer –

    As general course on the topic was useful

  8. John Mwaura Kamau –

    is ok

  9. Stuart Shingles –

    A useful practical guide.

  10. Rajesh Chechani –

    very informative

  11. Tawanda Makaya –

    excellent course. company secretaries are not only minute takers. their role has evolved over time to become chief governance officers

  12. Mpunikira Bahati –

    It has been a long time I am not involved in Board business so this course has is a refresher in addition of new ideas

  13. Patricia Hasted –

    It’s food for thought. Not really considered that this could be an accountant’s role – I would have said previously more a corporate lawyer.

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