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

30 March 2021

Date: 3 February 2022
Time: 8.30am – 5pm
Location: BDO Auckland CBD office, 4 Graham Street 1010

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

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.

Due to COVID-19, the final workshop in the series - Digital Transformation Governance Essentials - has been scheduled to take place on Thursday 3 February. This workshop will be delivered in our BDO CBD office, or online, dependent on the Government COVID-19 protocols required.

Digital Transformation Governance

Thursday 3 February 2022
The Institute of Directors

Facilitator: Melissa Clark Reynolds
Gain a fundamental understanding of digital governance amongst board members and senior executives


  • Digital essentials
  • The role of the director in digital
  • New technology and digital disruption
  • Digital business models
  • Digital mind-sets
  • Digital transformation
  • Data governance and ethics
  • Digital strategy
  • The future

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.

For more information contact [email protected].

The series of Directors essentials, includes;

Governance Essentials 

Tuesday 11th May
The Institute of Directors

Facilitator: Craig Rust 
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.


  • What is governance and why is it important?
  • Entity structure and the law
  • Roles in governance and director board term
  • Board responsibilities, including;
    • effective compliance
    • determining purpose
    • holding to account
    • effective governance culture
    • future of governance

Strategy Essentials

Wednesday 2nd June
The Institute of Directors 

Facilitator: Susan Hansen
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.


  • Purpose and role
  • Strategy on a page
  • Strategic approaches
  • Culture
  • Outcomes
  • Principles
  • Inputs
  • Thinking and decision-making frameworks
  • Execution
  • Monitoring and Time to change

Risk Essentials

Wednesday 7th July
The Institute of Directors

Facilitator: Wendy Venter
Guest speakers: David O'Connor, BDO Chairman and Tarunesh Singh, Head of Risk Advisory Services, BDO Auckland
Explore the difference between governing and managing risks. At this course you will gain a greater understanding of risk processes and overseeing the management of risk.


  • Risk governance and risk concepts
  • Strategy and risk
  • Current and emerging risks
  • Commitment to risk governance
  • Risk policy and framework
  • Risk appetite
  • Risk challenges and oversight

Finance Workshop

Wednesday 4th August

Facilitators: Andrew Bathgate, Advisory Partner; James Lindsay, Head of IFRS Advisory; Tarunesh Singh, Head of Risk Advisory Services – BDO Auckland
With plenty of real-life business examples the BDO team will deliver practical skills and knowledge for Directors to analyse and interpret the financial performance of a business.


  • Understanding the Financial Reporting Act and its implications
  • Interpret performance using financial analysis tools
  • Critical business indicators, including red flags
  • Examine initiatives and opportunities to build organisational value
  • Know your external reporting obligations and solvency requirements