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Finance & Capital Markets

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Supporting the Profession
NIRI seminars are member-driven to support our profession.
See News Section below for the next seminar
Sharpen your skills with the essentials of finance and learn the latest on the evolution of our capital markets
These two seminars offer a deep dive into finance and capital markets that is most important to IR professionals in the evolving environment. Learn in a fresh and interactive format from leading instructors and influential capital market players.
Finance Essentials for IR
The investor relations role involves many disciplines, including finance and communications. With today’s changing markets and reporting requirements, this interactive two-day seminar is essential to your development and success in IR. You will learn how financial audiences interpret your company financials so you can use the numbers to tell your story.

Agenda Overview
Day 1 - 9 am - 5 pm
  • The Big Picture
  • Corporate Finance Essentials
  • Accounting Essentials
  • Balance Sheets & Funding
Day 2 -  9 am - 5 pm
  • Profitability
  • Cash Flows
  • How Companies are Valued
  • How to Tell your Investment Story
  • Summary and Conclusion
The New Capital Markets
The capital markets have drastically changed over the last ten years. In this one-day seminar, we’ll explore the recent changes and drill down to what it all means to the practice of investor relations. You’ll leave this seminar as a more powerful IRO.

Agenda Overview
 8:30 am - 6 pm 
  • Defining success (interactive exercise)
  • Trading (part 1): market structure and important trends
  • Trading (part 2): migration from an investor market to a trading market
  • Buy-side trader panel
  • Facilitated discussion: trading today and what this all means to the IRO
  • Research: the power shift from the sell- to the buy-side
  • ECM – Investment Banking: what motivates all the players at the table
  • Conclusion
  • Possible Reception (5-6 pm)

Latest News & Events

Finance Essentials for Banking & Financial Services Industry (March 2012)
Mar 19 - 20 - If you're involved in financial communications in a bank, but you're not a finance expert, this interactive two-day seminar is essential to your development and success. Let the experts help you understand how banks make money and how they are regulated (including Basel III). We cover how to understand the balance sheet and income statement, the Key Performance Indicators used for the sector and how banks are valued - using DCF and multiples.

The New Capital Markets (March 2012)
March 21- Make sense out of all the recent changes in the capital markets and drill down to what it all means to the practice of investor relations.

Finance 101 (June 2012)
Jun 26 - Let the experts help you understand the essentials of finance and communicate your company’s financial story. The investor relations role involves many disciplines, including finance and communications. With today’s changing markets and reporting requirements, this one-day seminar is essential to your development and success in IR.

Finance Essentials for IR (June 2012)
Jun 27-28 - Financial Markets, Corporate Finance, Financial Statements, and Valuation. The investor relations role involves many disciplines, including finance and communications. With today’s changing markets and reporting requirements, this interactive two-day seminar is essential to your development and success in IR.

Finance 101 (August 2012)
Aug 20 - Let the experts help you understand the essentials of finance and communicate your company’s financial story. The investor relations role involves many disciplines, including finance and communications. With today’s changing markets and reporting requirements, this one-day seminar is essential to your development and success in IR.

Finance Essentials for IR (August 2012)
Aug 21-22 - Financial Markets, Corporate Finance, Financial Statements, and Valuation. The investor relations role involves many disciplines, including finance and communications. With today’s changing markets and reporting requirements, this interactive two-day seminar is essential to your development and success in IR.

Think Like an Analyst! (August 2012)
Aug 23 - Learn to look through the eyes of one of your key target audiences. Find out how analysts think, how they build their models and what pushes their buttons.

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