Date: 9/26/2018
Event start time: 8:30 AM
Event end time: 5:00 PM
Category: Seminar
Price: Member Fee: $1,149 Non-Member Fee: $1,349
Register

Download program brochure (pdf)

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.
 

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

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

*This workshop is part of NIRI EAST

NIRIEAST_promo2.jpg
September 24-28, 2018
Boston, MA

NIRI EAST - September 24 - 28 (Boston, MA)

NIRI EAST is part of NIRI's new regional events series that includes comprehensive learning and networking opportunities for both new and experienced IR practitioners. Boston seminars and workshops include:
  • Fundamentals of Investor Relations (2 Days)
  • NIRI Boston Chapter Reception
  • Senior Roundtable In-City Meeting
  • Understanding Earnings Workshop
  • ESG 101 Workshop
  • Investor Presentations Workshop
See All Events
 


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.