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  • €225 ex VAT for members
  • €275 ex VAT for non-members
  • Online Workshop

Setting Yourself Up for Success: A Practical Workshop for Directors of Financial Services Firms

Online Workshop

IoD Essentials Workshop Series

Dr Margaret Cullen

Dr Margaret Cullen

This new online workshop on ‘Setting Yourself up for Success: A Practical Workshop for Directors of Financial Services' will be led by Dr Margaret Cullen.

The workshop will provide participants with a practical understanding of the duties and responsibilities of directors of financial services entities, the unique challenges therein, and the behaviours required from directors and boards in executing these duties and responsibilities in a regulated space. This workshop is part of the IoD Essentials Workshop Series. 

What Do I Gain from this Workshop?

Participants on the workshop will gain a good understanding of: 

  • The legal duties of directors under the Companies Act 2014, and regulatory expectations for behaviours and standards of governance and individual directors in regulated entities.
  • The role of the board in practice.
  • The unique characteristics of financial services entities and the implications for directors of these entities.
  • The individual characteristics of effective directors and the collective characteristics of well-functioning boards.
  • The role of the board in driving cultural and ethical standards within a financial services organisation.
  • An understanding of the difference between parent and subsidiary company governance and related challenges for directors.

In this workshop, Margaret will take participants through the following key areas:

  • Legal – directors’ legal duties and responsibilities under the Companies Act 2014.
  • Regulatory – fitness and probity requirements, the pending Senior Executive Accountability Regime (SEAR) regime and the core tenets of governance guidelines across the financial services sector.
  • Practice – the role of the board and board committees in practice and how it engages with management.
  • Behaviour – the behavioural characteristics that positively impact director effectiveness and the collective behaviours epitomised by well-functioning board.
  • Culture – the pivotal role of the board in influencing organisational culture.
  • Subsidiary governance – the challenges of subsidiary governance in a regulated space.

To fully embrace participants’ experience and to encourage the sharing of this experience and knowledge by and with other participants, Margaret will lead dynamic, interactive sessions, drawing on her own and participants’ experiences.

Workshop material is prepared by the presenter and produced by the IoD wholly and exclusively for use by workshop participants. Please note that workshop material will be provided in soft copy to all participants.

Dr Margaret Cullen

Dr Margaret Cullen

Dr Margaret Cullen is a specialist in the areas of corporate and investment fund governance. Margaret holds a PhD in governance from University College Dublin. Her doctoral research explored the role and effectiveness of boards of directors in investment fund governance. She is a published behavioural researcher with a particular interest in board effectiveness, processes, dynamics and decision-making, board and corporate culture, stewardship and corporate social responsibility. Prior to completing her doctoral research, Margaret worked for 12 years in the financial services industry. 

Following completion of her doctoral research Margaret joined the Institute of Banking (IoB) as Director of Executive Education. She designed and directed the IoB’s Certified Bank Director (CBD) and Certified Investment Fund Director (CIFD) Programmes from 2012. Margaret was the founding CEO and Academic Director of the Certified Investment Fund Director Institute (CIFDI), a specialist institute of the Institute of Banking (IoB), which focuses on raising professional standards in investment fund governance through its CIFD Programme. Margaret taught investment fund governance on the programme for eight years up to April 2020. 

Margaret has been an assistant professor at the UCD Smurfit Business School for 14 years lecturing on the Professional Diploma in Corporate Governance (a Smurfit Executive Development programme) in the subject areas of directors’ roles and responsibilities, executive remuneration and behavioural aspects of boards. She is currently Co-Academic Director of the IoB’s CBD Programme on an associate basis and lectures bank governance on the programme. Margaret serves as a non-executive director on the boards of several financial services organisations. She has extensive board and board committee experience. She is a member of the Advisory Committee of the Fund Boards Council in the UK. Margaret is also a Board Assessor for the Institute of Director's Board Evaluation Service. 


  • Please note you will need an active microphone and camera to be able to interact in this workshop.
  • To attend this workshop, please book and pay via the ‘Book Now’ button above.

Workshop Costs

  • IoD members - €225 ex VAT
  • Non-members - €275 ex VAT

Cancellation and Refund Policy

Places can only be confirmed on receipt of full payment. Cancellations and a full refund will be accepted if received in writing to training@iodireland.ie by Wednesday, 3rd November. After 3rd November no refund will be possible, and all fees will be forfeited in the event of a cancellation or non-attendance.

Group Bookings

If you would like to make a group booking, please contact the IoD Training Team on training@iodireland.ie or phone +353 1 411 0010.


IoD workshops may be eligible for CPD, including Chartered Director CPD. Please check with your relevant professional body.

Accessing the Link to Join the Workshop

  • When you register to attend, you will receive a confirmation email to confirm your booking. In this confirmation email, you can choose to add this workshop to your calendar, where you can then also access the direct link to join the workshop on its start date. Please note you will need to confirm your details when you click this link.
  • All registered attendees will also receive a joining instruction email closer to the date of the workshop. This email will contain your registration link to access the workshop. Please note you will need to confirm your details when you click this link.

Workshop Platform Information: Zoom

  • This Workshop will take place via the online platform Zoom. Please download Zoom to your system before the workshop to ensure you can view the webinar.
  • We would ask all registered attendees to do a test of the Zoom platform in advance to ensure it works for them. To do this, please click on the following Zoom Test page. If you need any further support, please visit the Zoom support page for more information.
  • Please note, before you join the workshop Zoom will prompt you for your email address before you can join, this is a required feature of the Zoom platform. For more information on this, please view: Zoom Video Communications GDPR Compliance.

Contact Information

For all queries relating to the IoD Training Programme, please contact training@iodireland.ie or phone +353 1 411 0010.