Directors’ Essentials workshop series in conjunction with the Institute of Directors

Date: June – October (one workshop per month)
Time: 8.30am – 5pm
BDO Auckland
Level 4, BDO Centre
4 Graham Street
Auckland  1010
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  • Summary

This is an outstanding development opportunity to advance your professional Directors' acumen and skills in 2023.

The Institute of Directors (IoD) and BDO are pleased to continue our collaboration to deliver five, one-day courses specifically designed and tailored for BDO clients wanting to explore the skills and responsibilities required for Directors wanting to build an organisation's strength, resilience and best practice

The series of Directors Essentials, includes;

  1. Governance
  2. Strategy
  3. Risk
  4. Finance
  5. NEW! Climate Change Governance

Who should attend

  • New and aspiring Directors
  • More experienced Directors improving their Director skills
  • Senior executives who want to work with their boards more effectively


Series details

Governance Essentials - Tuesday 13 June

IoD facilitator: Jo Cribb
Guest speaker: David O'Connor, BDO Chairman

Covering the fundamental roles, responsibilities and liabilities of a Board and individual directors across a range of governance settings. This module will cover board relationships, robust processes, good decision making and what makes a board work effectively.

Content covered

  • Governance, legal, and regulatory essentials.
  • Board charters, the role of the board, culture and ethics, and board composition.
  • Board protocols, meetings, and papers.

Board and management relationships and succession planning

Strategy Essentials – Tuesday 11 July

IoD facilitator: Melissa Clark-Reynolds ONZM
Guest speaker: David O'Connor, BDO Chairman

As a business leader one of your roles is to formulate the organisational strategy. This course will help you to thrive in the strategy building process, it will encourage ‘big picture’ thinking, and attendees will be able to steer their organisations to a better future.

Content covered

  • What strategy is and isn’t.
  • The role of the board in developing strategy.
  • The impacts of strategy and benefits of strategic planning.
  • How strategy is formulated, developed, and communicated.
  • Evaluating strategy.

Risk Essentials - Wednesday 7 July

IoD facilitator: Wendy Venter
Guest speakers: David O'Connor, BDO Chairman and Tarunesh Singh, Head of Risk Advisory Services, BDO Auckland

Every organisation needs to embrace risk. You need to know your own, fellow directors and organisation risk appetite.

Discover how to evaluate the risk management advice your board receives. Understand the costs and benefit risk assessments and the implications. Develop your competence by reviewing risk case studies from a wide range of public and private sector organisations.

Content covered

  • Risk governance and risk concepts
  • Assessing your appetite for risk
  • Monitoring and reporting risks
  • Risk treatment for effective board oversight
  • Have you got enough risk to achieve your objectives

Finance Essentials - Wednesday 6 September (TBC)
IoD facilitator TBC
Guest speakers: Andrew Bathgate, BDO Partner - Business Advisory Services

Learn to use and oversee financial information and processes. Course exercises with practical applications demonstrate how this content is critical for all directors. By the end of the course, you will know how to ask the right questions to hold an organisation to account on behalf of its stakeholders.

Content covered

  • Understanding Financial Reporting and its implications.
  • Learn finance terminology and accounting terms and principles.
  • Know your external reporting obligations and solvency requirements.
  • Interpret performance using financial analysis tools.
  • Examine initiatives and opportunities to build organisational value.
  • Critical business indicators, including red flags.

Climate Change Governance Essentials - Tuesday 10 October (TBC)
IoD facilitator TBC

Learn to understand your organisations Climate Strategy, how this is developed and what a director needs to know and the questions to ask to understand the climate reporting and risks to the organisation.

By the end of the course, you will understand the practical tools and resources required to enable you and your board to have a good oversight of your organisations climate approach and any subsequent risks.

Course exercise with practical applications demonstrate how this content is critical for all directors in the face of climate change.

For more information contact [email protected]