Prerequisite Course
Introduction to Companies, Funding, and the Capital Markets
The basics of financial markets and instruments; how the capital markets work and the role of key participants; how companies access the capital markets and what it means to be a listed company.
- Capital markets, how companies issue shares and bonds and how they are traded
- The role of investment banks
- Perspectives of key participants such as sell-side analysts, ratings agencies and investors
- Financial jargon and concepts
Day One
Fundamental IR Skills (A Year in the Life of an IR Practitioner)
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
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
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
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
Day Two
Taking Your IR Skills to the Next Level
Disclosures & Regulatory Compliance
Legal experts reviews disclosure concepts, filings, regulations and enforcement.
- Disclosure concepts – required and voluntary disclosure
- Overview of regulatory filings
- Key rules and regulations
- Enforcement and oversight – the SEC and Self-Regulating Organizations
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
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
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