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This strategic one-day workshop will appeal to IR professionals of all levels, and includes a new strategic messaging development module. Learn the key elements for a successful investor presentation through instructional theory and interactive small group breakouts. 

The workshop focuses on the TWO key forms of communication that help achieve a premium valuation – the Non-Deal Roadshow and the Investor Day.

The Challenge – Developing a Strategic Approach; Moving Beyond Tactics

• Strategizing on messaging and story positioning is critical to a successful investor presentation and investor day -- the most important work takes place before anyone touches PowerPoint!  This workshop highlights the critical importance of the pre-work strategic thinking.

• In the first module, participants will learn and apply the six best practices for creating a compelling investor story. This includes numerous examples and a valuable hands-on
  breakout in teams.
• In the second module, which is new to the workshop, participants will be led through a novel framework to identify and develop their own key investor messages. These core messages can drive all investor communications.
• In the third module participants will learn what makes a successful investor day. Here we
  will discuss best practices from over 100 company investor days, learn what works and
  pitfalls to avoid.

• Companies with low valuations partly due to misunderstood or complex stories.
• Companies in industries that tend to have complex stories – technology, healthcare, biotech and multi-segment businesses.
• Companies with outreach programs strongly focused on attracting new investors.
• Senior IROs and CFOs wanting to raise the level of their investor presentations to best in class and/or looking for fresh ideas.