This comprehensive, live seminar offers a broad, introductory overview of all aspects of investor relations, including marketing, communication, and finance. Join virtually to learn from seasoned pros, network with your peers, and jumpstart your IR career.
Led by industry experts and senior IR practitioners, the course is designed around the 10 domains of the IR Competency Framework, corresponding to the main job functions of IR. The virtual seminar’s first day will provide a foundation of basic concepts taking you through a year in the life of an IR practitioner and provide practical tools for success in the role. The second day will take your IR skills to the next level, positioning you for success as you collaborate internally and become a trusted strategic advisor to your executive team and board. Each day you’ll have opportunities to connect with your peers in the IR community.
Who Should Attend
Fundamentals of Investor Relations is the leading IR education program for those new to the profession or considering a career change, or those in affiliate roles who need to better understand the investor relations function.
Location
CFA Society of New York
1540 Broadway #1010
New York, NY 10036
Note: This event is live and in-person only.
Agenda
Tuesday, September 9
| Time (ET) | Session |
|---|---|
| 8:00 – 8:30am | Registration and Breakfast |
| 8:30 – 9:30am | Welcome & The Big Picture: Investor Relations Today Gain a comprehensive overview of the investor relations profession, including its core competencies, key stakeholders, and strategic value within the organization. This session will explore the importance of cross-functional collaboration, and examine how the role of IR is evolving alongside changes in capital markets. |
| 9:30 – 10:30am | IR Calendar: Understanding the Who, What, When, and How of a Year in IR This session offers a comprehensive look at the full investor relations calendar, with a deep dive into the earnings timeline and reporting process that drives the quarterly cycle. Learn how to navigate key milestones like the annual meeting and proxy season, and understand how each element contributes to communicating consistently to stakeholders year-round. |
| 10:30 – 10:45am | Break |
| 10:45 – 11:45am | Every Word Counts: Strategic Messaging for Investor Relations Clear, consistent messaging is at the heart of effective investor relations. This session will cover the fundamentals of telling your company’s story across key communication channels—earnings calls, press releases, presentations, and more—while also highlighting how to gather and relay investor feedback to shape future messaging and strategy. |
| 11:45 – 12:45pm | Lunch |
| 12:45 – 1:45pm | Storytelling in Practice: Mini Writing Workshop In this hands-on session, attendees will collaborate to develop an external investor communication based on a real-world prompt. Participants will present their messaging and receive constructive feedback from the instructor to strengthen their strategic communication skills. |
| 1:45 – 2:30pm | Leveraging Technology in IR Having the right technology at your fingertips is key to running a successful IR program. This session covers the key functions that can be supported by good tech, the types of solutions that are available, and what to look for (and avoid) when budgeting for and selecting programs to support IR. |
| 2:30 – 2:45pm | Break |
| 2:45 – 3:45pm | Investor Targeting: Building Relationships that Drive Value Effective investor targeting starts with a solid understanding of your company’s industry, peers, and position in the market. This introductory session will cover the basics of competitive analysis and explore key targeting tactics to help you identify and engage the investors best aligned with your company’s strategy and story. |
| 3:45 – 4:00pm | Q&A and Wrap Up |
| 4:00 – 5:00pm | Networking Reception |
Wednesday, September 10
| Time (ET) | Session |
|---|---|
| 8:00 – 8:45am | Breakfast and Group Activity |
| 8:45 – 9:45am | Navigating Regulatory Complexity and Weilding the Compliance Compass IR holds a critical role in upholding compliance, collaborating with legal and finance teams on key filings and rules like Reg FD. This session will clarify IR’s responsibility and provide best practices for mitigating compliance risk and maintaining transparency. |
| 9:45 – 10:30am | IR in Crisis: Recognizing Red Flags and Responding to Emergencies When a crisis hits, IR is on the front lines of communication and trust management. This session will help you identify early warning signs, coordinate an effective cross-functional response, and maintain credibility with investors and stakeholders during high-pressure situations. |
| 10:30 – 10:45am | Break |
| 10:45 – 11:30am | Breaking through the ESG Noise: What IR Needs to Know With ESG expectations evolving rapidly and often inconsistently, IR professionals must cut through the noise to focus on what truly matters to investors and regulators. This session will cover key trends, reporting requirements, and how to effectively communicate your company’s ESG story with clarity and credibility. |
| 11:30 – 12:30pm | Building Bridges for Successful Collaboration Investor relations professionals sit at the intersection of multiple strategic functions within a company, requiring seamless collaboration to ensure clear, consistent messaging and effective stakeholder engagement. This session will explore how to build strong partnerships across internal departments—especially finance, corporate communications, and legal—by understanding the unique roles, priorities, and responsibilities of each. Learn practical strategies for aligning with senior management and the board of directors, and gain insights into how to effectively collaborate on high-impact initiatives |
| 12:30pm | Event Concludes |
All registrations are final and no refunds will be given. If you are unable to attend the program live, you will have access to the recorded sessions for up to six months. NIRI membership is in the name of the individual, not the employer organization; member rates for events and other benefits apply only to the individual member, not all members of an organization, and are not applicable retroactively. Registrations are nontransferable between events. Sharing or splitting access is strictly prohibited. If you have any questions or concerns, please contact ProfessionalDevelopment@niri.org or 703-562-7700.
IRC credential holders can earn up to 8 professional development units (PDUs). IRC-credentialed volunteers and speakers may also earn PDUs.