Fundamentals of Investor Relations (Virtual)
Tuesday, February 25, 12pm – 5pm ET and
Wednesday, February 26, 12pm – 5pm ET
This comprehensive, live seminar offers a broad, introductory overview of all aspects of investor relations, including marketing, communication, and finance. Join virtually to learn from seasoned pros, network with your peers, and jumpstart your IR career.
Led by industry experts and senior IR practitioners, the course is designed around the 10 domains of the IR Competency Framework, corresponding to the main job functions of IR. The virtual seminar’s first day will provide a foundation of basic concepts taking you through a year in the life of an IR practitioner and provide practical tools for success in the role. The second day will take your IR skills to the next level, positioning you for success as you collaborate internally and become a trusted strategic advisor to your executive team and board. Each day you’ll have opportunities to connect with your peers in the IR community.
Who Should Attend
Fundamentals of Investor Relations is the leading IR education program for those new to the profession or considering a career change, or those in affiliate roles who need to better understand the investor relations function.
Agenda
Tuesday, February 25
| 12:00-12:40pm | Welcome and Orientation Review of program agenda and tips for navigating the virtual experience. The Big Picture: Investor Relations Today An overview of the investor relations function and core competencies. – Key knowledge areas and stakeholders –The IR Competency Framework – Cross-functional collaboration – IR as a “team sport” – Investor relations in the evolving capital markets Speaker: To be announced |
| 12:50-1:50pm | The IR Calendar and Strategic IR Planning Understand the basic components of a year in the life of an investor relations practitioner: the quarterly cycle, driven by earnings reporting, and the annual meeting. – Creating value through effective investor relations – Developing an IR plan and laying out the calendar – Executing the plan and measuring success Speaker: Jenny Kobin |
| 2:00-2:30pm | Coffee Break & Networking Take a break and connect with your colleagues through virtual breakout rooms. |
| 2:45-3:45pm | Corporate Messaging Development Learn to create the right messages for your objectives. – Establishing a process for and developing effective messaging – Creating powerful communications tools – Tools and resources Speaker: Clay Bilby, IRC |
| 4:00-5:00pm | Investor Targeting and Outreach Understand how best to reach and work with two key constituencies: the Sell-Side and the Buy-Side. – Targeting markets and audiences – Relationship building –understanding the sell-side and buy-side – Information and techniques that can help you to enhance the effectiveness of communications to these important audiences – Tools and resources Speaker: Wendy Wilson |
Wednesday, February 26
| 12:00-1:00pm | Disclosures & Regulatory Compliance Legal experts reviews disclosure concepts, filings, regulations and enforcement. – Disclosure concepts – required and voluntary disclosure – Overview of regulatory filingsKey rules and regulations – Enforcement and oversight – the SEC and Self-Regulating Organizations Speakers: Elizabeth Bieber and Taryn Zucker |
| 1:15-2:15pm | ESG and Investor Relations Understand the current ESG (environmental, social, governance) landscape. – The current state of corporate ESG reporting – ESG community key players – The role of IR in the ESG ecosystem Speaker: To be announced |
| 2:30-3:30pm | Cross-Functional Collaboration and Becoming a Trusted Strategic Advisor Understand how to become a trusted advisor to your company’s management and the board and how to collaborate with other internal stakeholders. – Providing strategic counsel to the board and C-suite – Successful collaboration with various stakeholders Speaker: Brandon Elliott, CFA, NACD.DC |
| 3:45-4:50pm | Small Group Breakout Session: “The IR Situation Room” A carefully structured, collaborative session that gives attendees an opportunity to work together to solve each other’s real-life IR challenges in a consultation-style setting. – Get real solutions from IR peers on a particular challenge you are facing – Hear challenges that other IR professionals are facing and benefit from the collective discussions that result Facilitators: Clay Bilby, Wendy Wilson, Jenny Kobin |
| 4:50-5:00pm | Summary, Resources, and Next Steps Review what you have learned and learn about NIRI’s available resources. |
All registrations are final and no refunds will be given. If you are unable to attend the program live, you will have access to the recorded sessions for up to six months. NIRI membership is in the name of the individual, not the employer organization; member rates for events and other benefits apply only to the individual member, not all members of an organization, and are not applicable retroactively. Registrations are nontransferable between events. Sharing or splitting access is strictly prohibited. If you have any questions or concerns, please contact ProfessionalDevelopment@niri.org or 703-562-7700.
IRC credential holders can earn up to 8 professional development units (PDUs). IRC-credentialed volunteers and speakers may also earn PDUs.