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Board Secretary Essentials

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The Board Secretary Essentials Certification is designed to equip individuals with the fundamental skills and knowledge required to effectively fulfill the role of a board secretary. This course covers key topics such as understanding governance frameworks, mastering minute-taking, preparing for board meetings, and ensuring compliance with legal and regulatory requirements. Participants will learn best practices for communication and collaboration with board members, as well as techniques for organizing and managing board documents. Attendees will gain the confidence and competence needed to support the board in achieving its strategic objectives. Ideal for new or aspiring board secretaries, this course provides a comprehensive foundation to excel in this critical role.

To receive this certificiation, individuals must complete the following:


To receive this certification users must:

a)Apply to be in the Certification program

b) Complete the following four courses in 90 days :

From Board Newb to Board Pro

Better Budgeting for Boards

From Zero to Finance Hero: Your Introduction to Financial Statements

Learning to Take Minutes

This is approximately 7 hours of learning.

c) Complete the Personal Experience Profile

d) Be Currently on a Board of Directors or Planning to Be on a Board in the near future in the Secretary capacity.

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