Practical AI for Company Secretaries and Governance Professional

Speaker

Terése (Tess) Price

About The Speaker

Terése “Tess” Price is the Founder & Managing Director of Virteffic Limited, a Jersey-based corporate governance and secretarial support firm. With nearly 20 years in corporate, fiduciary, and private wealth services, Tess is a qualified Chartered Secretary and an Associate of The Chartered Governance Institute (ICSA).

Since launching Virteffic in 2020, Tess has built a flexible, high-quality governance consultancy that emphasizes rigorous minute-taking, board effectiveness reviews, governance training, and tailored company secretarial services. She’s recognized for her calm and collaborative style, exceptional attention to detail, and a commitment to confidential, efficient delivery.

Originally from Sweden, Tess relocated to Jersey in 2006 and developed deep expertise in the Channel Islands’ legal and regulatory frameworks. Prior to founding Virteffic, she held senior roles at CSC (Intertrust, Elian & Ogier) as a governance manager and at Maples Group as Vice President, providing leadership in board secretarial functions and compliance. Tess holds dual Bachelor of Social Sciences degrees in Economics and Financial Administration, and ongoing professional development in analytics and leadership.

Upcoming Event

Practical AI for Company Secretaries and Governance Professional

Course Outline

course overview

This course provides delegates with an introduction to the responsible and effective use of Artificial Intelligence (AI) within governance, company secretarial and board support environments. The programme focuses on how AI tools can support governance professionals in preparing for meetings, reviewing documentation, drafting governance communications, managing actions and improving administrative efficiency whilst maintaining appropriate professional judgement, accountability and governance oversight.

LEARNING OUTCOMES

By the end of this course, participants will be able to:

Explain the key concepts and capabilities of Artificial Intelligence and its relevance to governance and board support activities.
Identify opportunities to use AI to support meeting preparation and governance administration.
Apply AI tools to review board packs, identify key governance matters and support the preparation of draft meeting documentation.
Use AI to assist with drafting agendas, meeting notices and governance communications.
Support action tracking and follow-up activities through AI-assisted workflows.
Apply prompt engineering techniques to improve the quality, relevance and accuracy of AI-generated outputs.
Recognise governance, confidentiality, information security and compliance considerations associated with AI use.
Identify common AI risks, limitations and errors and apply appropriate review and quality assurance controls.
Demonstrate an understanding of responsible AI use within governance and company secretarial environments.

WHO SHOULD ATTEND

Company Secretaries
Governance Professionals
Board Support Officers
Committee Administrators
Executive Assistants supporting boards and committees
Administrative professionals involved in governance activities
Professionals seeking to understand the practical application of AI within governance and corporate administration environments.

Course Outline

Module 1: AI Essentials and Responsible AI Use

Introduction to Artificial Intelligence.
Understanding generative AI technologies.
Common AI tools used in professional environments.
Benefits and limitations of AI.
AI as a support tool rather than a replacement for professional judgement.
Human oversight and accountability.
Responsible and ethical use of AI.
Confidentiality and information security considerations.

Module 2: Preparing for Meetings Using AI

Using AI to support preparation for board and committee meetings.
Reviewing previous meeting records and action logs.
Identifying key agenda themes and discussion points.
Preparing meeting briefing notes and summaries.
Supporting efficient meeting preparation through AI-assisted analysis.
Ensuring governance context is reflected in outputs.

Module 3: Reviewing Board Packs and Preparing Skeleton Minutes

Reviewing board and committee papers using AI tools.
Identifying decisions, resolutions and governance matters.
Supporting the preparation of draft and skeleton minutes.
Extracting actions and follow-up requirements.
Applying templates and governance frameworks.
Reviewing and validating AI-generated outputs before use.

Module 4: Drafting Agendas and Governance Communications

Agenda planning and agenda drafting.
Drafting meeting notices and governance communications.
Developing governance-focused summaries and briefing materials.
Maintaining quality and consistency in governance documentation.
Adapting communications for different stakeholders.
Reviewing AI-generated content for accuracy and professionalism.

Module 5: Supporting Action Tracking and Follow-Up

Identifying actions arising from meetings.
Supporting action log preparation and maintenance.
Drafting follow-up communications.
Monitoring and tracking outstanding actions.
Improving efficiency and accountability through AI-assisted administration.

Module 6: Prompt Engineering Techniques

Principles of effective prompting.
Structuring prompts to achieve better results.
Providing appropriate context and instructions.
Refining prompts to improve output quality.
Governance-focused prompt examples.
Common prompting mistakes and how to avoid them.

Module 7: Governance Controls, Good Practice and Common AI Mistakes

Governance controls relating to AI use.
Information security and confidentiality requirements.
Client-specific permissions and restrictions.
Quality assurance and validation processes.
Understanding AI limitations and inaccuracies.
Avoiding over-reliance on AI-generated outputs.
Common AI mistakes and mitigation measures.
Establishing good practice for responsible AI adoption.