Two-Part Masterclass on Compelling Investor Presentations and Investor Days

Virtual

Register

Two-Part Masterclass on Compelling Investor Presentations and Investor Days

Wednesday, March 19, 12pm – 2pm ET and
Thursday, March 20, 12pm – 2pm ET

Experience an interactive, hands-on workshop held over two days and enjoy live discussions and guided activities to maximize your learning potential. 

This virtual workshop from expert instructor David Fine brings a powerful organizing concept to investor presentations – the pyramid principle. By applying the pyramid principle and proven presentation best practices, participants will leave this course with actionable steps to achieve success in two key outreach components of an IR program:

  • Creating compelling and engaging investor presentations
  • Executing a successful investor day

Participants will also get the unique opportunity to submit their own investor presentations for critique. Learners whose presentations are reviewed will walk away with valuable feedback to elevate their presentations to the next level.  

Learning Outline

Day 1

  • Discuss the pyramid principle and best practices for creating a compelling investor story.
  • Participate in small group exercises to critique their colleages’ investor presentations. 
  • Day 1 Homework: apply these principles to an investor deck.

Day 2

  • Collaborate in small groups to critique investor presentations. 
  • Discuss investor days including best practices and things to avoid. 

Who Should Attend

This workshop is designed for all IR professionals but will be extremely beneficial to:

  • Companies with low valuations partly due to misunderstood or complex stories.
  • Companies in industries with complex stories – technology, healthcare, biotech and multi-segment businesses.
  • Companies strongly focused on attracting new investors.
  • IROs hoping to elevate or refresh their investor presentations.

Speaker:

  • David Fine, Principal, Fine Communications
Cancellation Policy

All cancellation and refund requests must be submitted in writing via email to ProfessionalDevelopment@niri.org. Cancellation requests received up to 2 weeks (10 business days) before the event will be refunded in full, less a $50 administrative fee. No refunds will be given for cancellation or postponement requests received within 2 weeks (10 business days) of the event, including no-shows. All refunds will be processed within 10 business days of confirmation and in the same manner as original payment.

IRC credential holders can earn 2 professional development units (PDUs) for participating.