CORPORATE HOUSEKEEPING ESSENTIALS: ROLES AND RESPONSIBILITIES OF A CORPORATE SECRETARY

About Course

Corporate Housekeeping Essentials: Roles and Responsibilities of a Corporate Secretary is an in-depth training program designed to equip participants with the full range of competencies required of a Corporate Secretary in modern organizations. This 80-hour course provides a comprehensive understanding of corporate governance frameworks, board operations, regulatory compliance, documentation systems, risk management, and best practices in maintaining corporate integrity and efficiency.

Participants will gain real-world skills in organizing board meetings, managing corporate records, ensuring regulatory submissions, advising the board on governance matters, and maintaining seamless communication among stakeholders. Whether you are aspiring to become a Corporate Secretary, currently serving as one, or supporting corporate governance functions, this course offers the essential knowledge, tools, and strategies you need to perform effectively and confidently.

1. Explain the principles and frameworks of corporate governance and their relevance to corporate housekeeping.
2. Identify and perform the core roles, duties, and legal responsibilities of a Corporate Secretary.
3. Organize and manage board meetings, committee meetings, and shareholder assemblies in compliance with best practices.
4. Prepare, maintain, and control accurate corporate documents, minutes, resolutions, and statutory records.
5. Ensure timely filing of regulatory submissions and compliance reports required by government agencies (e.g., SEC, BIR, DOLE).
6. Develop effective communication and coordination strategies across boards, executives, shareholders, and stakeholders.
7. Implement risk management and internal control processes related to corporate housekeeping.
8. Apply ethical leadership competencies and sound judgment in fulfilling responsibilities as a Corporate Secretary.
9. Use digital tools and technology to improve document management and governance operations.
10. Demonstrate the full corporate housekeeping cycle through real-world case scenarios and practical exercises.

Course Content

MODULE 1: FOUNDATIONS OF CORPORATE GOVERNANCE

Introduction
Lesson 1: Introduction to Corporate Governance

00:00
Lesson 2: Legal Framework of Corporate Governance in the Philippines

00:00
Lesson 3: The Governance Structure of Organizations

00:00
Lesson 4: Ethical Governance and Accountability

00:00
Quiz 1

MODULE 2: THE CORPORATE SECRETARY: ROLES, FUNCTIONS AND COMPETENCIES

MODULE 3: CORPORATE HOUSEKEEPING ESSENTIALS

MODULE 4: BOARD AND SHAREHOLDER MEETING MANAGEMENT

MODULE 5: DOCUMENT MANAGEMENT AND CORPORATE RECORDKEEPING

MODULE 6: REGULATORY COMPLIANCE AND REPORTING

MODULE 7: COMMUNICATION AND STAKEHOLDER COORDINATION

MODULE 8: RISK MANAGEMENT AND INTERNAL CONTROLS FOR CORPORATE HOUSEKEEPING

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About Course

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Course Content

MODULE 1: FOUNDATIONS OF CORPORATE GOVERNANCE

Introduction

Lesson 1: Introduction to Corporate Governance

Lesson 2: Legal Framework of Corporate Governance in the Philippines

Lesson 3: The Governance Structure of Organizations

Lesson 4: Ethical Governance and Accountability

Quiz 1

MODULE 2: THE CORPORATE SECRETARY: ROLES, FUNCTIONS AND COMPETENCIES

Introduction

Lesson 1: Core Duties and Responsibilities of the Corporate Secretary

Lesson 2: Competencies of an Effective Corporate Secretary

Lesson 3: Advisory Role to the Board

Lesson 4: Confidentiality, Ethics, and Professional Conduct

Quiz 2

MODULE 3: CORPORATE HOUSEKEEPING ESSENTIALS

Introduction

Lesson 1: What Is Corporate Housekeeping?

Lesson 2: Maintaining Corporate Records

Lesson 3: SEC, BIR, DTI, and DOLE Requirements

Lesson 4: Corporate Control Systems and Internal Processes

Quiz 3

MODULE 4: BOARD AND SHAREHOLDER MEETING MANAGEMENT

Introduction

Lesson 1: Preparing for Board and Committee Meetings

Lesson 2: Conducting Effective Board and Committee Meetings

Lesson 3: Minutes and Resolutions Preparation

Lesson 4: Managing Annual and Special Shareholder Meetings

Lesson 5: Post-Meeting Responsibilities

Quiz 4

MODULE 5: DOCUMENT MANAGEMENT AND CORPORATE RECORDKEEPING

Introduction

Lesson 1: Document Controllership

Lesson 2: Digital Tools for Corporate Housekeeping

Lesson 3: Drafting Corporate Documents

Lesson 4: Ensuring Data Privacy and Security

MODULE 6: REGULATORY COMPLIANCE AND REPORTING

Introduction

Lesson 1: Annual Corporate Requirements

Lesson 2: SEC eFAST and Online Filing

Lesson 3: Compliance Reporting and Annual Evaluations

Lesson 4: Dealing with Government Audits and Inspections

Quiz 6

MODULE 7: COMMUNICATION AND STAKEHOLDER COORDINATION

Introduction

Lesson 1: Communication with the Board and Executives

Lesson 2: Communicating with Shareholders and Regulators

Lesson 3: Managing Sensitive Corporate Information

Lesson 4: Building Professional Relationships and Networks

Quiz 7

MODULE 8: RISK MANAGEMENT AND INTERNAL CONTROLS FOR CORPORATE HOUSEKEEPING

Introduction

Lesson 1: Identifying Risks in Corporate Governance

Lesson 2: Internal Controls Framework

Lesson 3: Mitigating Compliance Risks

Lesson 4: Crisis and Issue Management for Corporate Secretaries

Quiz 8

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