Date: 6/29/2022
Event start time: 12:00 PM
Event end time: 4:00 PM
Category: Seminar
Price: Members - $395; Non-Members $445
Register

Shareholder Value and Telling a Great Investment Story (4 Hour Live Virtual Workshop)

Wednesday, June 29, 12 pm - 4 pm ET 
 

Developing Skills Level
Prerequisites: Capital Markets Essentials or equivalent knowledge

If you would like to understand what shareholder value really means; how companies go about creating it; and how to tell a compelling investment story, this course is for you.  We cover what value creation looks like from the shareholder’s perspective and management’s role in value creation. We cover key requirements such as growth and returns above cost of capital; we show you how this breaks down; and we link back to strategy and key performance indicators.  We finish by showing you how to tell a great investment story in twelve simple steps, using examples from companies that do it well.


LEARNING OBJECTIVES

  • Understand the concept of shareholder value and how value is created
  • Appreciate the cost of capital and its impact on decision-making
  • See how to tell a great investment story

COURSE PROGRAM - 4 hours including two short breaks

Shareholder Value
  • Corporate funding reminder
  • Shareholder value - what it really means
  • The link to return on capital
  • Capital allocation strategies and examples
  • Metrics for executive compensation
  • The role of sustainability
Cost of Capital & the Capital Structure
  • Cost of equity, debt and WACC
  • The capital mix and changing the capital structure
  • Dividend policy and share buy-backs
  • Capital management examples
Telling the Story
  • Overview of company valuation
  • Key elements of a great investment story
  • Real company examples

WHAT'S INCLUDED?

  • Access to a virtual classroom with an online course to help you consolidate your learning after the workshop
  • Color-coded course materials
  • A copy of The FinanceTalking Financial Glossary (pdf)
  • Email or phone your tutor if you have questions or you’d like to discuss further any concepts covered on the course

AN INTERACTIVE EXPERIENCE USING SIMPLE TECHNOLOGY

  • Small group, interactive workshops delivered using Zoom
  • Access the event on your laptop or tablet (or even your phone)
  • Discussions and case studies via breakout groups
  • Quizzes and polls

Questions? Contact us at prodev@niri.org.
IRC
® credential holders can earn 2 professional development units (PDUs). More information is available at www.niri.org/certification.

All cancellation and refund requests must be submitted in writing via email to ProfessionalDevelopment@niri.org. Cancellation requests received up to 2 weeks (10 business days) before the event will be refunded in full, less a $50 administrative fee. No refunds will be given for cancellation or postponement requests received within 2 weeks (10 business days) of the event, including no-shows. All refunds will be processed within 10 business days of confirmation and in the same manner as original payment.
 


Speaker(s):

Miranda Lane

Miranda Lane

Managing Director, FinanceTalking, Ltd.

Miranda has 16 years’ experience of teaching finance to people who do not have a financial background.  This and her broad City experience in investment banking and financial communications enable her to explain complex subjects in simple ways.
  • Qualified as a Chartered Accountant in 1985 with Touche Ross in London
  • Worked for investment bank, Morgan Grenfell, analysing companies
  • Financial PR and Investor Relations in two leading consultancies
  • Gained invaluable experience freelancing for a City training company, teaching analysis of financial statements and equity analysis
  • Over the last 16 years, Miranda has taught people from well over 50% of the FTSE100 companies, and most of the leading financial PR consultancies in the UK as well as companies from continental Europe, Asia, the Middle East, Russia and Ukraine.
Miranda founded FinanceTalking to provide the best financial training to the corporate communications world.  She designs and teaches highly relevant, practical courses for FinanceTalking and for companies' in-house training programmes.