Date: 3/19/2024 - 3/20/2024 Register

Shareholder Value and Telling a Great Investment Story (Two, 2-Hour Live Virtual Sessions)

Tuesday, March 19, 12pm - 2pm ET and 
Wednesday, March 20, 12pm - 2pm 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 using examples from different sectors

COURSE PROGRAM - 4-hour course delivered over two days 

Shareholder Value Essentials

• Shareholder value - what it really means
• The link to return on capital
• Characteristics of debt and equity funding 
• Cost of capital and the capital mix 
• Changing the capital structure
• The importance of ESG policies 
• Opportunities for activists

Telling the Investment Story 

• Setting the scene
• Talking growth and returns
• Capital allocation policy & capital management policy
• Driving earnings and cash flows
• The link to compensation
• Environmental, social, and governance
• Linking to shareholder value
• Looking for the gaps
• Capital management examples

WHAT'S INCLUDED?

• Access to a virtual classroom with an online course to help you consolidate your learning after the workshop
  • Self-paced online course for follow-up (included in registration fee):
    • Understanding Shareholder Value (Essentials Course)
• 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.