Securing the future: Jersey Conference 2017


This conference took place on 27 April 2017.

The regulation of financial services is now stricter than it’s ever been and political uncertainty in the UK and Europe is creating greater instability in the market. 

ICSA’s offshore jurisdiction events are designed specifically for company secretaries and governance leaders. This year's Jersey conference takes on the theme of ‘Securing the Future’ and considers the important role that GRC professionals have to play in steadying the ship during times of great risk and uncertainty. This conference aims to provide delegates with the tools to approach the coming year with confidence and an opportunity to reflect upon the value of governance.

Delegates will benefit from expert input on topics including: leadership, minute taking, Brexit, interactive workshops and personal development.


09.00 Registration
09.30 Welcome and introduction/ Chair’s opening remarks

Keynote address: The Government’s Review on Corporate Governance

Theresa May’s new proposals to crack down on boardroom excess and rebuild trust in corporate Britain received a mixed reaction from business leaders. Almost one year on from the first announcement, we take a look at the progress on the government’s corporate governance reform initiative.

Chris Hodge, Policy Consultant, ICSA and former Director of Corporate Governance, FRC


The art of minute taking: new ICSA guidance

Taking minutes of meetings is administrative good practice. It creates a record of what has been agreed, and by whom; and of what is to be done, by when and by whom. Find out more about the most recent ICSA minute taking guidance including the public consultation findings which led to its development.

Peter Swabey FCIS, Policy and Research Director, ICSA

10.40 Networking tea and coffee break

GRC professionals: increasing your value in the workplace

Are you maximising your skills in the workplace? One of the best ways to climb the business ladder is to increase your value as an employee within your company. This interactive workshop aims to help you make the most of your current role. Examine the traits of a valuable employee and find out how best to demonstrate your worth.

David Press, Managing Director, DMJ Recruitment

Katie Bryan, Training & Development Manager, Intertrust (Jersey)

Shelley Kendrick, Managing Director, Kendrick Rose Ltd

Rory Strong, Managing Consultant, DMJ Recruitment


Social engineering: the art of the con

The practice of duping people into revealing sensitive data is not a new one. Social engineering is one of the most significant threats facing companies today, providing hackers with an effective route to get around even the best security software. We take a look at various social engineering techniques and how the human factor can pose a higher risk to company security than any other.

Rob Shapland, Principal Cyber Security Consultant, First Base Technologies LLP

12.30 Networking lunch

Mindfulness: enhancing workplace relationships

Mindfulness has been linked to increased productivity, more efficient teamwork, fewer errors, better communication, and fewer sick days. Being mindful also supports authentic leadership. This workshop takes you through practical and applicable mindfulness techniques. Learn how practicing mindfulness can help simplify decision making and make management of board dynamics more effective.

Dr Dina Gray, Strategic Business Consultant, Visiting Fellow, Cranfield University and Author

14.30 Networking tea and coffee break

Dysfunctional leadership in organisations

Hubris and narcissism at board level has been the downfall of many good companies. It can destroy people, produce bad decisions, bankrupt companies and discredit public sector organizations. In this session, we look at what causes this behaviour, what can be done to prevent it arising and how to produce more effective relationships between leaders and followers.

Dennis Tourish, Professor of Leadership and Organisation Studies, Royal Holloway, University of London


Brexit: what does it mean for Jersey?

The Prime Minister has given assurances that Jersey will remain engaged and involved in the process of leaving the European Union. Almost a year on from the UK referendum, we examine the progress so far and discuss what Brexit really means looking forwards.

Richard Gordon QC, Brick Court Chambers

Thomas Cowsill, Head of Technical, Jersey Finance

Mike Jones, Director of Policy, Jersey Financial Services Commission

16.00 Chair’s closing remarks and conference close

*Please note this is a draft programme and may be subject to change.


Katie Bryan: Training And Development Manager, Intertrust Group (Jersey)

Katie has recently joined the Intertrust Group and is responsible for the organisation, development and delivery of learning and development solutions across a range of categories including induction, technical training, professional study and manager training required in the Jersey office. Katie is an Associate member of CIPD and has 8 years' experience within learning and development. Whilst working in the finance industry, Katie has supported staff at all levels, locally and in European offices, with their development on both a one to one basis and within teams.

Thomas Cowsill: Head of Technical, Jersey Finance

Tom joined Jersey Finance as a Research Manager in October 2013 and became Head of Technical in May 2016. Born in Dorset, Tom moved to Jersey after graduating with a degree in Modern History and Politics from Royal Holloway, University of London. Prior to joining Jersey Finance, Tom was a Tax Manager in the financial services group of Ernst & Young. He is a member of the Chartered Institute of Taxation and the Institute of Chartered Accountants of Scotland. Tom’s role at Jersey Finance is to lead the delivery of technical services to members and in conjunction with key stakeholders, ensure that the financial services industry is provided with the appropriate legal, regulatory and fiscal platform to maintain Jersey’s position as a leading international finance centre.

Dina Gray: Strategic Business Consultant and a Visiting Fellow at Cranfield University

Dina was formerly the Director of Intellectual Capital at AIT Group plc, and has held a number of non-executive director roles including a 10 year tenure as a Governor of Middlesex University and a long term role as the Non-Executive Chair of the international Regional Advisory Boards for the Innovation Group. Due to a varied career including life as a British army officer, a variety of roles in the IT industry including Director of Intellectual Capital for AIT Group plc Dina’s interests are now focussed on how a company can best develop and implement its strategy and use its resources to become more effective and deliver better value. In particular Dina works with companies to look strategically at how an organisation can excel through exceptional strategic implementation by applying mindful business techniques to organisational development.

Dina has recently published a book entitled Measurement Madness – Recognizing and Avoiding the Pitfalls of Performance Measurement

Chris Hodge: Policy Consultant, ICSA and former Director of Corporate Governance

For ten years until 2014, Chris was Director of Corporate Governance at the UK’s Financial Reporting Council. He was responsible for developing and promoting the UK Corporate Governance Code – one of the earliest and most influential codes for companies. The practices he introduced include board effectiveness reviews and public reporting on the management of significant risks. Chris was also responsible for introducing the first national stewardship code for investors in the UK in 2010. Similar codes have since been introduced in many other countries. More recently, Chris was the FRC’s Strategy Director and was responsible for developing their overall strategy for 2016–19.

He established, and chaired for eight years until 2015, the European Corporate Governance Codes Network. Chris has also worked with bodies such as the European Commission, OECD and World Bank in advisory roles, and is a regular presenter and moderator at international conferences.

David Press: Managing Director of the Company Secretarial Team & co-founder of DMJ Recruitment

David is one of the founding directors of DMJ and has specialised in the recruitment of company secretaries since 1999. David is one of the most respected consultants in the company secretarial recruitment market and has placed company secretaries into many of the UK’s leading businesses including FTSE 500 groups, limited companies, professional practices and financial services. David’s is retained principally on senior hires and executive company secretarial search.

Rob Shapland: Principal Cyber Security Consultant, First Base Technologies LLP

Rob Shapland is an ethical hacker with 9 years’ experience conducting penetration tests for hundreds of organisations, from small businesses to major international organisations. He specialises in simulating advanced cyber attacks against corporate networks, combining technical attacks with his other hobby of dressing up and tricking his way into company headquarters using social engineering techniques. He is also a regular speaker at events and conferences around Europe, and recently appeared on ITV as their cyber security adviser. He holds qualifications from SANS, Offensive Security and CREST, and has been trained in social engineering techniques by Chris Hadnagy, one of the world's leading practitioners and researchers.

Peter Swabey: Policy & Research Director, ICSA

Peter is responsible for developing the profile of the Institute to members, regulators, policymakers, employers and other stakeholders by delivering thought leadership and lobbying campaigns aligned to ICSA strategy and promoting strong governance as the vital ingredient for success in organisations.

Peter has 30 years' experience of the share registration industry, gained at Lloyds TSB Registrars and subsequently Equiniti and Equiniti David Venus amongst others. He is a member of the CBI Companies Committee, the QCA Corporate Governance Expert Group and the Shareholder Voting Working Group, as well as being an Alternate Member of the Takeover Panel and a past chairman of the ICSA Registrars Group.

Dennis Tourish: Professor of Leadership and Organisation Studies, Royal Holloway, University of London

Dennis Tourish is Professor of Leadership and Organization Studies at the University of Sussex. He is the editor of the journal Leadership, and a Fellow of the Leadership Trust Foundation. He has published widely on leadership issues, and is the author of The Dark Side of Transformational Leadership, published by Routledge in 2013. Dennis has been interviewed frequently on TV about leadership issues, including by the BBC, ITV and Sky News. He is currently completing a project looking at hubris in the banking sector, and will be sharing some of his findings from this during his presentation. His interest in dysfunctional leadership was stimulated by growing up in Northern Ireland, where (unfortunately) he had the opportunity to observe it at close range. His presentation will discuss how we can spot dysfunctional leadership before it gains too great a hold on our organizations, and what we can do about it.


Board Intelligence are the market leaders in board reporting, working with the FTSE 100 through to smaller private companies, and public sector organisations. We’re the only board portal provider helping boards improve the quality of their information as well as the efficiency of pack production through our unrivalled experience in the boardroom.

We’re supporting fund administrators, corporate service providers and trusts in the Channel Islands improve their client experience and profitability by launching our Read & Manage solution. Whether you are looking for security, efficiency savings or simply to achieve paperless boardrooms for your clients, we can provide a tailored solution for you.


BPP has been preparing students for the examinations of professional bodies for over 35 years.

In the Channel Islands, BPP is ICSA’s Preferred Tuition Partner and we offer ‘face to face’ and ‘online recorded’ courses for IFA Level 4, 5 and CSQS plus ‘online live’ lecture courses for CSQS. Our award winning ‘online live’ courses allow students to attend scheduled lectures wherever they are located, and has proved incredibly successful as an alternative to our face to face classes. Our ‘online recorded’ study method utilises pre-recorded lectures which students have access to 24/7, right up until the day of their exam. The lectures have been recorded by our experienced team of tutors and are supported by our excellent study materials which include a study text, course notes, practice and revision kit and programmed mock exams. We also offer lifetime pass assurance which means that in the event of a student not passing their exam, they can re-sit their course, for free, until they pass.

For enquiries contact:

T: 01534 711800




Founded in 2000, Brainloop is a leading provider of highly secure Corporate Governance and Collaboration Solutions for managing confidential information and sharing documents internally and externally. Brainloop BoardRoom is a platform for boards, committees, executive and administrative teams to manage meetings and communications efficiently and securely.

Thousands of companies worldwide, including 70% of the DAX30, rely on Brainloop. They achieve greater productivity without the need to worry about security – annotations are never lost, Microsoft and Android tablets are no problem, working directly from MS Office is key, document versioning is automated, PDF conversion is on board; meeting packs are easily created, delivered securely to directors’ devices and updated; corporate compliance issues are met fully and regulatory requirements fulfilled.

T: +44 (0) 207 183 8285

Computershare Governance Services

Computershare Governance Services offers corporate governance and compliance solutions to help companies transform their business practices and stay ahead of ever-changing market dynamics. We address today's global compliance challenges through entity management, insider management, board governance, registered agent services ​and regulatory filing solutions.​​​​ Clients use our software to assist them with the administration, governance and compliance of over 250,000 legal entities across more than 160 jurisdictions. Leading companies from all market segments look to our team of governance specialists for proactive ways to stay compliant and minimize risk in an ever increasing regulatory environment.
CGS is part of Computershare (ASX:CPU), a global market leader in transfer agency and share registration, employee equity plans, proxy solicitation and stakeholder communications. We also specialize in corporate trust, mortgage, bankruptcy, class action, utility and tax voucher administration, and a range of other diversified financial and governance services.
Founded in 1978, Computershare is renowned for its expertise in high integrity data management, high volume transaction processing and reconciliations, payments and stakeholder engagement. Many of the world’s leading organizations use us to streamline and maximize the value of relationships with their investors, employees, creditors and customers.


Cygnetise is the first digital Blockchain platform for maintaining and distributing Authorised Signatory Lists.  It significantly simplifies the current process that is carried out by nearly all organisations, providing internal operational efficiencies, reducing risk and provides customers a significantly improved experience.

Optimus Recruitment

Optimus is a boutique recruitment firm specialising in the placement of ambitious individuals within the offshore finance industry. Our close relationships with a wide range of clients, from niche to blue-chip, enable us to offer unique opportunities from trainee to executive, for those who have talent and drive. At Optimus we fully recognise that you want to be treated differently and indeed deserve to be.

Optimus differentiates itself by recruiting senior consultants with a finance industry background in various fields including Trust, Investments, Corporate Services, HR, and Private Banking from Manager through to Executive Director level. Ultimately, to secure that a consultant genuinely understands the specific requirements of both clients and candidates, thorough industry knowledge is vital.


Perivan is a financial printing company that has developed some successful and complementary businesses in recent years. Today we operate in a number of areas focussing on aspects of our clients’ documentation and communications needs, each aiming to provide unique and innovative services which make a real difference, and each focussing mainly on companies in the financial services market regulated by the FCA and PRA.


P: (0) 20 7562 2200

Last Year's Highlights

ICSA Jersey Conference 2016

Greatly informative, relevant topics and friendly environment.’Lee-Anne Armstrong, Senior Trust Manager, Computershare
‘Presentation was excellent, very engaging and easy to understand.’Carol Tennant, Company Secretary, Sanne
‘Very informative, well organised and interesting speakers’Jody Miller, Senior Admin, Bks Family Office Ltd

How to book


Non-members £220
Members £180
Students £95


This conference took place on 27 April 2017


The Royal Yacht Hotel
St Helier

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