02 — PRACTITIONER
ADVANCED

From capable to board-ready.

Handle the sensitive, judgement-heavy matters in your portfolio with the same composure as the routine ones.

AT A GLANCE
ENGAGEMENTBespoke & ongoing
FORMAT1:1 coaching (small groups available)
CADENCESet with you
DELIVERYBrisbane · Sydney · Melbourne, or online
NEXT STEPFree 45-min consultation
THE SHIFT

You’re reliable on the mechanics. The next test is judgement.

Contentious discussions, conflicts of interest, confidential matters, the AGM — and, if you’re listed, the market watching. The risk moves from “did I file it” to “understand the issues and obligations and protect the company and support its directors and officers?”

Practitioner builds the judgement mechanics can’t. Shaped around the matters in front of you, you develop the instinct to see issues early, manage them cleanly, and advise the chair in the moment.

WHO THIS IS FOR

Who this is for.

01

Solid on the cycle.

You run governance competently and can handle the hard parts with the same assurance.

02

Stepping up in complexity.

Moving into a listed or more complex environment, or your matters are getting increasingly more sensitive.

03

Advising the board.

You support directors and committees and want your counsel to carry more weight.

04

Also for chairs, directors & compliance committee members

Seeking the technical, procedural and behavioural edge.

WHAT YOU'LL WORK ON

What you'll work on.

01

Governance frameworks

Board and committee charters, the board skills matrix, applying corporate governance principles & recommendations, the Corporate Governance Statement.

02

Conflicts & related parties

Declarations of interest and Chapter 2E approvals, handled cleanly.

03

Sensitive matters

In-camera sessions, board-only papers, whistleblower and incident reporting.

04

Continuous disclosure (listed entities)

Operating the framework under ASX Listing Rule 3.1 and spotting market-sensitive information before it becomes a problem.

05

AGMs & other general / scheme meetings

Notices, proxies, polls, resolutions, shareholder activism, the two-strikes rule.

06

Advising with authority

Sound practice and governance counsel to the chair and committees, often under pressure.

07

Induction & board evaluation

Facilitating onboarding and supporting the work that keeps a board effective.

HOW IT WORKS

How it works.

01.

Start with a conversation

A confidential, no-obligation consultation to understand your situation, your role and what looks right for you — now and in the future (your direction of travel).

THE CONSULT
02.

A program built around you

We shape the focus, depth and rhythm around your real work — the matters in front of you, your board and your goals. No fixed syllabus. Confidentiality is guaranteed.

BESPOKE
03.

An ongoing relationship

Regular sessions on live situations, adjusted as you go — and continuing for as long as it’s useful to you.

ONGOING
WHAT'S INCLUDED

What's included.

  • A free initial consultation

  • A personalised coaching plan

  • Professional guidance and support

  • Summaries of the key points discussed

  • Access to curated governance materials (including a number of standard templates)

  • Opportunities to network with other like-minded professionals

  • A post completion satisfaction survey

WHAT GOOD LOOKS LIKE

You spot a disclosure issue before it surfaces. You manage a conflict without friction. You run an AGM that goes off without a hitch. You advise the chair in the moment — and the board has complete confidence in the governance advice and guidance it receives from you.

THE COACH

Coaching is provided by David Cantrick-Brooks. His career began in chartered accounting and led to senior company secretarial and governance roles in highly regulated, complex environments — the kind of judgement you can’t get from a textbook. Every engagement is tailored to the individual or small group. A high-level summary and overview of his profile is available on this site and on LinkedIn.

Coach portrait
QUESTIONS

Common questions.

Do I need to be in a listed company?

No — many of the same principles and practices apply in large unlisted proprietary companies and not-for-profit organisations; listed-only items are flagged.

We have a live, sensitive matter now.

Feel free to share (if you can) and let’s work through the issue — as a hypothetical if you prefer. Confidentiality will be respected.

Small group?

Yes.

Qualification?

No. Complements GIA study; referrals available.

DISCUSS YOUR SITUATION

Discuss your situation, confidentially.

A no-obligation 45-minute consultation, at no cost, to see whether this is the right fit.

Fees are tailored to the engagement and agreed in writing beforehand.