Founded in 1969, NIRI is the professional association of corporate officers and investor relations consultants responsible for communication among corporate management, shareholders, securities analysts and other financial community constituents. The largest professional investor relations association in the world, NIRI’s more than 3,500 members represent 2,000 publicly held companies and $5.4 trillion in stock market capitalization.

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Finance 101 (August 2012)

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Finance 101 (August 2012)

Date: 8/20/2012
Event start time: 09:00 AM
Price: Members: $949.00 - Non-Members: $1149.00
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Miranda Lane
FinanceTalking

Chartered Accountant with 20 years experience teaching finance to corp. comm. professionals
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David Yates
FinanceTalking

Thirty years in the financial markets industry
view bio

Brochure and printable registration form

Learn the basics of Financial Markets, Corporate Finance, Financial Statements, and Valuation

Held August 20 in San Francisco, California
Breakfast at 8am
Seminar 9am - 5pm

Please click on FinanceTalking for more information about the company.

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.

Learning Outcomes

The course will help you to:

Understand the income statement, balance sheet and cash flows
Be able to identify the earnings release headlines and see why certain numbers are important
Get to grips with accounting jargon and financial language
Use the numbers to tell your company’s financial story.

What you will learn

Introduction to Accounts

The key financial statements and how they fit together
The difference between profits and cash
Depreciation, amortization and EBITDA
Goodwill and impairment
GAAP and non-GAAP numbers

Earnings Releases and Annual Reports/10-K

How investors, analysts and journalists use your financial information

Profitability

Headline numbers
Analyzing the income statement and asking questions
Establishing a trend – the use of non-GAAP numbers
Earnings per share and dividends

Balance Sheets & Funding

Reviewing the balance sheet and asking questions
The impact of leverage

Summary and conclusion

A practical toolkit for reviewing accounts
Where to go from here

How you will learn
We start from scratch, showing you how the income statement and balance sheet build up and demonstrating the importance of cash, using the FinanceTalking accounting game. We use team quizzes to help you learn the financial jargon you’ll need. And we make suggestions as to how you can implement what you have learnt after the course - ensuring that you return to your desk in a position to carry out your duties even more effectively.

Biography

Miranda Lane
Miranda is Managing Director of FinanceTalking Ltd. Miranda has more than 16 years’ experience of teaching finance to people who do not have a financial background. This, and her broad City experience in investment banking and financial PR/IR, enables her to explain complex subjects in simple ways.

Qualified as a Chartered Accountant in 1985 with Touche Ross in London
Worked for investment bank, Morgan Grenfell, analyzing companies
Financial PR and Investor Relations in two leading consultancies
Gained invaluable experience freelancing for a City training company, teaching analysis of financial statements and equity analysis

Over the last 15 years, Miranda has taught people from well over 50% of FTSE 100 companies and from most of the leading financial PR consultancies in the UK.

Miranda founded FinanceTalking to provide the best financial training to the corporate communications world. She designs and teaches highly relevant, practical courses for FinanceTalking and for companies’ in-house training programs.

David Yates
David joined FinanceTalking in 2009 after nearly thirty years in the financial markets as a corporate lawyer, investment banker and financial PR specialist.

Qualified as a solicitor in 1982
Joined Linklaters & Paines, specializing in capital markets and corporate law
Joined the corporate finance division of Robert Fleming, London based merchant bank, in 1984
Spent three years on secondment with Jardine Fleming in Australia between 1987 and 1990
Began his Financial PR career in 1995 with Gavin Anderson & Company
Joined Financial Dynamics (FD) as a partner at the end of 1998 and commenced their coverage of the Life Sciences sector
Retired from FD in March 2009 following sale of the company to FTI Technologies, Inc. of the US

During his financial PR career in the financial markets, David built a reputation as one of the leading practitioners in London and acquired experience in all aspects of the financial markets, particularly M&A and IPOs. Together with his experience in the law and the investment banking sector, he has an in-depth knowledge of the workings of the markets, the roles that each of the institutions play in the markets and how business is covered by the media.
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Finance 101 (August 2012)