Date: 6/9/2018
Event start time: 9:00 AM
Event end time: 5:00 PM
Category: Seminar
Price: Members: $1,149; Nonmembers: $1,349
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Download program brochure (pdf)

2018 NIRI Annual Conference
Pre-conference seminar


If you work with earnings as part of your IR or corporate communications role, but are not a finance specialist, then this course is for you. In just one day, we will help you understand accounting information, be able to identify headline points and raise the pertinent questions around earnings, all by looking through the eyes of your target audiences. You will learn through engaging, interactive case studies from a range of sectors and practical exercises designed to simulate real life scenarios.

IRC® credential holders can earn up to 3 professional development units (PDUs). More information is available at www.niri.org/certification.

WHO SHOULD ATTEND?

  • Newcomers to IR and corporate communications in a listed company environment
  • Senior communicators with little or no finance experience
  • Anyone working in a communications role with responsibility for earnings reporting or communicating earnings internally or externally


LEARNING OBJECTIVES

  • Develop your financial fluency and be able to talk the language of analysts, investors and the financial media
  • Gain a good understanding of balance sheets and income statements
  • Be able to work with non-GAAP numbers
  • Appreciate what is crucial to communicate around earnings
 

COURSE MODULES

The Big Picture
  • The perspectives of financial audiences
  • Sell-side analysts and the role of guidance
  • Comparing results to consensus
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
  • Earnings releases - how analysts, investors and journalists use your financial information
Working with Financial Information
  • Reviewing balance sheets and asking questions
  • Reviewing income statements and asking questions
  • Non-GAAP measures – what they tell you and what questions they raise
  • Identifying headline numbers
  • Key messages to get across
Earnings Best Practices
  • Examples from companies who do it well
Summary and Conclusion
  • Where to go from here

RELATED EVENTS


Speaker(s):

David Yates

David Yates

Partner, FinanceTalking, Ltd.

David joined FinanceTalking in 2009 after nearly thirty years in the City as a corporate lawyer, investment banker and financial PR specialist.

  • Qualified as a solicitor in 1982.  Joined Linklaters & Paines, specializing in capital markets and corporate law
  • Joined the corporate finance division of Robert Fleming, London based merchant bank, in 1984.  Spent three years on secondment with Jardine Fleming in Australia between 1987 and 1990.
  • Began his Financial PR career in 1995 with Gavin Anderson & Co.
  • Joined Financial Dynamics (FD) as a partner at the end of 1998 and commenced their coverage of the Life Sciences sector.
  • Retired from FD in March 2009 following sale of the company to FTI Technologies Inc. of the US.

During his financial PR career in the City, David built a reputation as one of the leading practitioners in London and acquired experience in all aspects of the financial markets, particularly M&A and IPOs.  Together with his experience in the law and the investment banking sector, he has an in-depth knowledge of the workings of the City, the roles that each of the institutions play in the markets and how business is covered by the media.



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.