Previous events

What does 2020 hold for investment markets?

Date: Wednesday 5 February

2020 will see the new world of Boris Johnson's Brexit on 31 January and the old world of rising tensions in the Middle East.

Our speaker for this sessions was Tom Richards, Investment Director at Canaccord Genuity Wealth Management. Tom explained what it all means and how to best balance the investment-related risks and opportunities.

Tom is the lead portfolio manager for a number of IoM based and international clients investing into multi-asset and multi-currency collective fund and direct stock portfolios. Tom’s discretionary managed, advisory and stockbroking clients include HNW individuals, personal and corporate pension schemes, investment companies, offshore and charitable trusts, and regulated collective funds.

Meetings, Chairperson and Minutes - the importance of all three

Date: Wednesday 8 January 2020

Our speaker was Terence McDonald from MannBenham Advocates Limited. He discussed the topic of meetings, chairperson and minutes and the importance of all three.

Terence McDonald is well known to the Island's business community and especially to members of The Chartered Governance Institute for his corporate experience and knowledge. He is an Advocate and Fellow of the Institute.

Why good governance is the board's ultimate secret weapon with regards to risk management

Date: Monday 9 December 2019

Regulatory interest in assessing whether a Corporate Search Provider has meaningful governance architecture in place, both domestically and internationally, has never been greater. In particular, with regards to Moneyval's new emphasis on the 'effectiveness' of systems and controls in place.

This CPD session assessed the common causes of corporate failures and introduce strategies and practices to help manage risk, to protect not only the company, but also the individual who is facing ever increasing personal liability.

We explored:

  • What a good governance regime looks like
  • An overview of governance architecture fundamentals
  • How to ensure an effective board and demonstrate economic substance
  • DANGER! Governance failures - past and recent case studies.

Cryptocurrency & Blockchain Compliance Issues

Date: Tuesday 8 October 2019

Attendees joined the Isle of Man branch for a CPD event that looked at questions concerning both the nature of cryptocurrency and blockchain transactions, and how existing regulations and legal analysis are capable of adapting to the new technology.  

During our discussion we covered issues such as:

  • What transparency strategies are being pioneered regionally and nationally?
  • Is virtual currency merely a medium of exchange, redeemable against a purchase?
  • Or does virtual currency go further than this, and in the form of a token have property rights attached which give it the characteristics of securities? If so, are ‘virtual’ securities susceptible to banking and investment regulation?
  • How is this evidenced in the case of initial coin offerings – are these so closely analogous to initial public offerings that they should be subject to existing securities regulation?
  • What threats are posed by the anonymity (or pseudoanonymity) of blockchain transactions?
  • Are blockchain transactions “outlaws” in the sense that they are subject to the laws of no single jurisdiction, or no jurisdiction at all, and hence unaccountable?

ICSA Isle of Man AGM 2019

Date: Wednesday 25 September 2019

Next Generation Governance CPD Presentation

Date: Wednesday 25 September 2019

Big forces are reshaping what it means to be a governance professional in the 21st century; from technological change, to environmental concerns, to new attitudes towards the role of organisations in society.

This session, led by Simon Osborne, previously CEO of The Chartered Governance Institute, explored our latest research findings on millennial perspectives on governance.

Here are the slides from the presentation.

Understanding Investment Risk - an analysis of risk volatility

Date: Thursday 5 September 2019

The speaker, Alan Blythe, is the Managing Director of Blythe Financial Limited, a family owned Discretionary Fund Manager and Financial Planning Business.

He is a Chartered Banker, a Chartered Financial Planner and a Fellow of the Personal Finance Society. His financial services industry experience began in 1986 and up to 2002 he worked for various banks. In 2002 he established Blythe Financial which now manages investments for private clients, trusts and pension schemes and is the only business in the Isle of Man to offer both advisory and discretionary services.

Alan is an experienced investment manager, financial planner and business manager having negotiated the business through various challenges such as the market crash in 2008 and the implementation of Retail Distribution Review.

Cyberwarfare – Tales from the Trenches

Date: Thursday 11 April 2019

Skanco’s Senior Technical Consultant, Lee Williamson spoke about navigating the cyber battlefield. He explained the scale of the treats facing your business and provided guidance on how to combat them.

Death of a company: Recent developments in insolvency

Date: Tuesday 12 March 2019

The ICSA Isle of Man branch were delighted to invite you to our lunch-time CPD event on Tuesday 12 March 2019 about the recent developments in insolvency. 

Peter Cannell, advocate and chartered secretary at Quinn Legal, gave a presentation for ICSA’s Isle of Man branch.

As both an advocate and chartered secretary, Peter is well placed to advise on corporate and commercial matters. In addition to undertaking more traditional corporate work, Peter has become something of a ‘go to’ man for unusual corporate structures and their uses.

Other than a period during which he undertook voluntary work, including a two-year commitment as the company secretary of a major UK charity, Peter has worked in fiduciary services since 1986. In this field, Peter has been involved in setting up and looking after trusts and companies, and has broad experience in the world of international planning. As an expert in regulatory, governance and compliance matters, Peter has specialised in designing and managing bespoke corporate structures. These include using traditional share-issuing companies, guarantee and hybrid companies, unlimited companies, foundations, PCC’s and the Isle of Man Limited Liability Company.

Peter has been a regular speaker on the legal and practical aspects of compliance, corporate administration and corporate forms. More recently, he has also been advising on and providing training in respect of the new Freedom of Information Act.

Is your business ready for the Equality Act 2017? 

Date: Wednesday 16 January 2019

The ICSA Isle of Man branch were delighted to invite you to our lunch-time CPD event on Wednesday 16 January 2019.

The Isle of Man Equality Act 2017 commenced in its two-phased implementation on 1 January 2019 by providing stengthened equality provisions from an employment perspective covering sex, sexual orientation, gender reassignment, race, religion or belief, marriage and civil partnership, pregnancy and maternity. On 1 January 2020 the final two 'protected characteristics' will be implemented covering age and disability discrimination, together with equal terms for work of equal value.

The session provided an overview of the provisions of the 2017 Act, together with example discrimination, harassment and victimisation scenarios, and practical guidance on steps that employers can take to ensure that their organisation complies with the new legislation.

Our speaker for this event was Gail Yeowell. Gail is the owner and Managing Director of Smart HR Solutions Limited ("SmartHR") and is a highly experienced HR professional with 25 years' combined HR management and consultancy experience, who has held Global Head of HR/Group HR Director roles for multinational companies. Gail is a Chartered Fellow of the Chartered Institute of Personnel and Development ("CIPD"), a Fellow of the Institute of Administrative Management, a Fellow of the Chartered Management Institute, a Fellow of the Institute of Recruitment Professionals and is also an Associate of the Institute of Directors having completed the IoD's Diploma in Company Direction.

Trump: two years on

Date: Tuesday 4 December 2018

The ICSA Isle of Man branch invited you to this lunch-time CPD event on Tuesday 4 December 2018.

The agenda for this meeting covered market developments after two years of the Trump Presidency, as well as covering the Brexit progress.

Our speaker for this event was Tom Richards. Tom is the Managing Director of Thomas Miller Investment (Isle of Man) Limited, one of the largest asset managers on the island. He is also the lead portfolio manager for a substantial number of IoM and International clients.

Is working in the finance sector a dangerous occupation?

Date: Tuesday 6 November 2018

ICSA Isle of Man's CPD event was delivered by Terence McDonald and was entitled "Is working in the finance sector a dangerous occupation?" The talk explored the risks of working in a financial sector and how workers in this field can protect themselves. 

Terence has been in legal practice for nearly 30 years and has lectured on numerous business legal subjects and taught students studying for the ICSA qualification.

He holds degrees from three universities, a Bachelors Degree in Law as well as an MA and LLM. He is also a Fellow of the Institute of Chartered Secretaries and a Notary Public and Commissioner for Oaths. Terence is currently a member of the Isle of Man Law Society Council.

Bribery and Corruption? What do you mean?

Date: Tuesday 2 October 2018

Our speaker for this event, Stuart Crane, is a Chartered Fellow of the Chartered Institute for Securities and Investments (Chartered FCSI), Registered Trust and Estate Practitioner (STEP) and a Fellow of various Accountancy bodies in the UK holding a Public Practicing Certificate.

Please view the resources from this event:

Special meeting on proposed Charter and byelaw changes

Date: Tuesday 3 July 2018

Simon Osborne FCIS, Chief Executive of ICSA UKRIAT and David Venus, International President updated you on the introduction of the new qualifying programme syllabus, affiliated membership and the new designation of chartered governance professional. They also sought your views on the International Council proposals to build on these innovations, including a new name for ICSA. You can read more about the proposals here.

Managing Risk, Leading Change: Isle of Man Conference 2018

Date: Wednesday 9 May 2018

This conference focused on themes relevant to the Isle of Man. It provided attendees with an insight into the latest thinking and offered a unique opportunity to share ideas and gain valuable knowledge on some of the challenges faced by organisations on the island.

Find out more

Annual Dinner and Awards 2018

Date: Friday 2 March 2018

This black tie dinner is the premier social event for governance professionals living and working on the island and a great chance to network.  

We were joined by Lord Finkelstein OBE, Associate Editor of The Times, as our guest speaker for the evening. As a prominent commentator, Lord Finkelstein’s talks provide a sharp and entertaining insight into the political scene. 

ICSA qualifying programme update

Date: Thursday 25 January 2018

We will be introducing a new syllabus for our qualifying scheme in autumn 2019. Our first priority is to make sure that, as a current student, you know what’s changing, how it may affect you, and exactly what your next steps should be. It is important to us that your studies are not disrupted by these changes and that you move seamlessly from the current syllabus to the new one.

Your exam results will be available online on 30 January. Later that week, please look out for a letter from ICSA advising you which modules you should take in the following examination sessions. There will be three further examination sessions before the syllabus changes, which will make it easy for you to plan for a smooth transition. Once you have received your letter, our student support team will be on hand to answer any further questions that you have.

Special briefings on proposed Charter and byelaw changes

Date: Thursday 14 September 2017

Simon Osborne FCIS, CEO of the UK, Republic of Ireland and Associated Territories division, outlined the strategic drivers for the proposed changes, and what they would mean for you. He will also answer any questions that you have and look forward to hearing your views on these issues.

Securing the future: The ICSA Isle of Man Conference 2017 

Date: Wednesday 10 May 2017

This year's Isle of Man conference took on the theme of ‘Securing the Future’ and considered the important role that GRC professionals have to play in steadying the ship during times of great risk and uncertainty. Please see below for the photos and presentation slides from this conference.

Photos slideshow

Isle of Man Conference 2017

Conference presentation slides

Download these slides here.

ICSA Isle of Man Branch Meeting 

Date: Thursday 20 April 2017 
Venue: Garden Room, Sefton Hotel, Harris Promenade – Douglas
Time: 12.30pm – 2.30pm 

The agenda for the meeting addressed current Institute matters including the recent sale of our two subsidiaries, ICSA Software International Limited and ICSA Boardroom Apps Limited, to Diligent Corporation.

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