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Agenda
Date: 10/12/2023 - 10/13/2023
Event start time: 12:00 PM
Event end time: 1:30 PM
Category: Seminar
Price: Members - $345; Non-Members - $395
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Two-Part Masterclass on Compelling Investor Presentations and Investor Days: An interactive virtual NIRI workshop – 90 minutes on two consecutive days – with hands-on, guided activities and breakout discussions with peers to maximize learning.

October 12-13, 12:00-1:30pm Eastern Time both days
VIRTUAL


Creating Compelling Investor Presentations

Investor audiences, at the best of times, have a limited attention span for company presentations. In this new world of more virtual meetings, there is a 2X greater need to be clear, concise and on message. To effectively engage and hold your audience’s attention, virtual investor meetings require a different mindset and application of new best practices.

This virtual workshop brings a powerful organizing concept to investor presentations - the pyramid principle. By applying the pyramid principle and the six proven presentation best practices, participants will gain actionable insights to achieve success in two key outreach components of an IR program:
  • Creating compelling and engaging investor presentations
  • Executing a successful virtual investor day
Participants will also get the unique opportunity to submit their own investor presentations for critique by the learning group. Learners whose presentations are reviewed will walk away with a wealth of constructive feedback to take their presentations to the next level. 

Learning Outline

  • On day 1, participants will learn and apply the pyramid principle and six best practices for creating a compelling investor story. This includes numerous examples and discussions. Participants will be provided with overnight “homework” - learning exercises that include a presentation submitted by a brave participant to be critiqued.
  • On day 2,
    • Participants will move to breakout rooms. In this collaborative session each team will share views on the presentation submitted – applying the pyramid principle and six best practices.
    • Participants will also learn what makes a successful investor day and once again share views with peers in breakout rooms.
 

Who Should Attend  

This workshop is designed for a wide range of IR professionals 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.
  • 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 Workshops led by David Fine
 
“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
 

Questions? Contact us at prodev@niri.org.

IRC® credential holders can earn 3 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. Sharing or splitting access is strictly prohibited.