Date: 9/14/2017
Event start time: 9:00 AM
Event end time: 4:00 PM
Category: Seminar
Price: Member Fee: $749 Non-Member Fee: $949
Register

Printable Registration Form (PDF)

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.
Learning Outline
  • 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.
 

Who Should Attend  

This workshop is designed for a wide range of IROs but will be particularly beneficial to:
  • 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.
 

What Previous Participants Say About This Workshop
 
“This was the most ‘spot on’ seminar I've been to in a long time. I liked the hands-on analysis and excellent ideas for improving my presentation”
Senior VP IR, large-cap industrial company
 
 “Insights were extremely valuable – will help make our story simpler and improve our IR messaging. Structure of effective IR presentations—very relevant to me”
CFO mid-cap technology company


Speaker(s):

David Fine

David Fine

Principal , Fine Communications Inc.

David Fine is the principal of Fine Communications Inc. - a communications firm specializing in high-quality investor presentations. Clients span virtually every industry and range in size from small, high-growth startups to some of the world's largest companies. David works with companies in the U.S., Canada, the UK, Europe and Australia developing presentations for their own local markets as well as for international audiences. The presentations are used to communicate with investors at investor conferences, one-on-ones and investor roadshows.

Fine brings over twenty years experience in investor relations and corporate communications. 

Fine has served as a director on the national board of the Canadian Investor Relations Institute (CIRI), and is a past President of the Ontario Chapter of CIRI. He has written articles on business presentations, conducts seminars for NASDAQ, the AMEX, NIRI and CIRI and co-authored Point, Click & Wow - A Guide to Brilliant Laptop Presentations.