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Agenda
Date: 1/15/2020 - 1/16/2020
Event start time: 8:30 AM
Event end time: 5:00 PM
Category: Seminar
Price: Members - $1,699; Non-Members $2,199
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This 2-day program is designed to help you understand the essentials of finance that you’ll need to communicate your company’s financial story effectively. We cover the big picture, shareholder value, accounting, corporate finance and company valuation - all in an accessible way for IR specialists and corporate communicators.

Learn through engaging, interactive case studies from a range of sectors and practical exercises designd to simulate real life scenarios.

IRC® credential holders can earn up to 6 professional development units (PDUs). More information is available at www.niri.org/certification.

WHO SHOULD ATTEND?

  • Investor Relations professionals with little to no finance experience
  • Anyone working in a communications role who would like to understand finance from a communications perspective
  • Newcomers to IR and corporate communications in a listed company environment

LEARNING OBJECTIVES

  • Develop your financial fluency and be able to talk the language of senior management
  • Gain a comprehensive understanding of corporate finance and accounting concepts
  • Understand how to use numbers and KPIs to tell your financial story
  • Learn to communicate in a way that helps your company achieve fair value

COURSE MODULES

The Big Picture
  • Capital markets overview
  • The perspectives of financial audiences
  • Sell-side analysts and the role of guidance  
Corporate Finance Essentials
  • Creating shareholder value - what it really means
  • The link to return on capital
  • Metrics for executive compensation
  • Characteristics of debt and equity funding
  • Cost of capital, the capital mix and leverage
  • Changing the capital structure
  • Dividend and buyback policy
Accounting Essentials
  • The key financial statements and how they fit together
  • The FinanceTalking accounting board game
  • The difference between profits and cash
  • Depreciation, amortization and EBITDA
  • Goodwill and impairment
  • Using adjusted/non-GAAP numbers
  • Annual reports & earnings releases - how analysts, investors and journalists use your financial information
Analyzing Financial Information
  • Reviewing the balance shee
  • Leverage – how high should it be?
  • Calculating and interpreting leverage ratios
  • Capex and working capital management
  • Communicating balance sheet strength
  • Views of ratings agencies and other credit analysts
 Analyzing Financial Information Cont'd
  • Income statement headline numbers
  • Analysing profitability and asking questions
  • Establishing a trend - how analysts adjust your numbers
  • Constant currency and other non-GAAP measures
  • Growth and margins, operational leverage
  • Earnings per share and dividends
  • How the numbers tell the story
  • Building a story using key performance indicators
  • Media and analysts conference case studies
Valuation
  • Context for investment decision-making (economics)
  • Evaluating growth potential
  • Valuation basics – discounted cash flow techniques
  • Analysts’ models – overview of how they work
  • The importance of managing expectations
  • Using communications to influence DCF valuation
  • Valuing a company using multiples
  • What might change a multiple?
  • Using communications to influence multiples
How to Tell Your Investment Story
  • Telling the story in terms of what really matters
Summary & Conclusion
  • Where to go from here

 
 

*This seminar is part of NIRI West

NIRI West - January 13-16, 2020 (Newport Beach, CA)

 
NIRI West is part of NIRI's regional events series that includes comprehensive learning and networking opportunities for both new and experienced IR practitioners. Separate registration required for each event. Newport Beach seminars and workshops include:
  • Fundamentals of Investor Relations (2 days)
  • NIRI Member Networking Reception
  • Finance Essentials (2 days)
 
 

NIRI WEST - Regional IR Event Series

NIRI West is part of NIRI’s regional events series which also includes NIRI Midwest and NIRI East. NIRI West 2020 will be held in Newport Beach, CA at the Fashion Island Hotel January 13-17, 2020. Separate registration required for each event.
 

List of Education & Networking Events (January 13-16, 2020, Newport Beach, CA)

NIRI West 2020 comprises the following events:     

January 13-14: Fundamentals of Investor Relations

The comprehensive IR seminar offers a structured overview of all aspects of investor relations, including marketing, communication, and finance. Delivered on both U.S. coasts each year, you'll participate in the leading IR education program for those new to the profession, or those considering a career change. 
Learn More & Register


January 15-16: Finance Essentials

Understand the essentials of finance that you'll need to communicate your company's financial story effectively, including shareholder value, accounting, corporate finance, and company valuation.
Learn More & Register

 

Contact

For questions regarding travel and accommodations, please contact professionaldevelopment@niri.org.