I’m updating our board minute process before the Q2 meeting and want a concise, reputable course that covers minute-taking aligned with corporate governance standards (e.g., Delaware C-corps), internal controls, and records retention — with practical exercises and a certificate we can log for compliance audits. I’m looking for general training only and will run company-specific questions through counsel; any recommendations you’ve completed and found rigorous?
I had good results with Diligent Academy’s minute-taking module — concise, governance-aligned, with practical exercises and a downloadable certificate you can file for audits: https://academy.diligent.com. On the process side, I add a “control/retention code” column to the draft minutes to map each action to the internal control and the retention schedule — like IKEA instructions, it prevents mystery screws later. If you want a broader credential, CGI’s minute-taking certificate is solid but UK-leaning; for Delaware specifics, run it past counsel.
Building on @jennyHarp_902, PLI’s concise on‑demand class on board minutes is aligned with US governance norms, includes brief hypotheticals and templates, and gives a completion certificate you can log: https://www.pli.edu — it kept me out of the weeds. Small caveat: it’s lawyer‑facing, so for Delaware‑specific practice or retention schedules, run the specifics by counsel.