Starting an IR Program From Scratch

Monday, June 3, 2019 | 1:30PM - 2:30PM | Room: Grand Sonoran F  |   IR Strategy & Planning

 |  Robert S. Brunn | David Rosenbaum | Ben Ashwell | Deborah Belevan, CPA, IRC |

Building an IR program from scratch can be a very rewarding and career developing experience. Effectively laying out a roadmap to develop the function and create a sustainable process/function will instill confidence with and in the C-Suite. Why spend a lot of money on consultants when you can learn from your peers? And, how do you do this with lean teams?  What should you do in your first 90 days as an IRO? Who are the people internally and externally that you need to build relationships and collaborate with? What are the questions that you should be asking your internal and external partners? How can you utilize your IR website and other communications channels to augment and amplify your IR efforts? What processes should be established to manage the development of key strategic messaging, quarterly reporting, other investor engagement activities?

Learn the steps to consider as you embark on building an IR program from scratch:
  • What should you do in your first 90 days as an IRO?
  • How to develop and manage key messages with management – strategic message framework, presentation, talking points, scripts, FAQ’s and press releases
  • Constituencies to keep in mind (insiders/control shareholders, public shareholders, customers, suppliers, employees, BoD, lenders, bondholders, rating agencies)
  • Developing a process for quarterly reporting – timing, participants, structure, tools & channels
  • Best practices – must haves vs. nice to haves
  • Pitfalls to avoid 
  • Budget considerations – vendors, roadshows, conferences
  • Developing a disclosure policy that includes a social media policy