Date: 9/12/2023 - 9/13/2023
Event start time: 12:00 PM E.T.
Event end time: 5:00 PM E.T.
Category: Seminar
Price: Members $995; Non-Members $1195


Fundamentals of Investor Relations

Virtual  |  September 12-13, 2023  |   Live at 12-5pm E.T. both days

About  |  Agenda | Speakers

*All times are shown in Eastern Time.
Agenda subject to change


Prerequisite Course: Included in your registration as an essential part of the curriculum, you'll receive access to a self-paced online course (1.5-2 hours in duration) that you'll complete prior to the seminar.

Prerequisite Course
Online, at your own pace, approx 1.5-2 hours to complete Introduction to Companies, Funding, and the Capital Markets
The basics of financial markets and instruments; how the capital markets work and the role of key participants; how companies access the capital markets and what it means to be a listed company
  • Capital markets, how companies issue shares and bonds and how they are traded
  • The role of investment banks
  • Perspectives of key participants such as sell-side analysts, ratings agencies and investors
  • Financial jargon and concepts

Tuesday, September 12  |  Fundamental IR Skills (A Year in the Life of an IR Practitioner)
12:00-12:40 pm Welcome and Orientation
Review of program agenda and tips for navigating the virtual experience

The Big Picture: Investor Relations Today
An overview of the investor relations function and core competencies
Speaker: Sam Levenson
  • Key knowledge areas and stakeholders –The IR Competency Framework
  • Cross-functional collaboration – IR as a “team sport”
  • Investor relations in the evolving capital markets
12:50-1:50 pm The IR Calendar and Strategic IR Planning
Understand the basic components of a year in the life of an investor relations practitioner: the quarterly cycle, driven by earnings reporting, and the annual meeting.
Speaker: Jenny Kobin
  • Creating value through effective investor relations
  • Developing an IR plan and laying out the calendar
  • Executing the plan and measuring success
2:00-2:30 pm Coffee Break and Network Building
Take a short break between sessions to meet your fellow attendees and start building your new IR network in facilitated small group discussions.
2:45-3:45 pm Corporate Messaging Development
Learn to create the right messages for your objectives
Speaker: Rebecca Gardy, IRC
  • Establishing a process for and developing effective messaging
  • Creating powerful communications tools
  • Tools and resources
4:00-5:00 pm Investor Targeting and Outreach
Understand how best to reach and work with two key constituencies: the Sell-Side and the Buy-Side
Speaker: Mark Kinarney, CFA
  • Targeting markets and audiences
  • Relationship building –understanding the sell-side and buy-side
  • Information and techniques that can help you to enhance the effectiveness of communications to these important audiences
  • Tools and resources

Wednesday, September 13  |  Taking Your IR Skills to the Next Level
12:00-1:00pm Disclosures & Regulatory Compliance
Legal experts reviews disclosure concepts, filings, regulations and enforcement
Speakers: Elizabeth Bieber and Taryn Zucker
  • Disclosure concepts – required and voluntary disclosure
  • Overview of regulatory filings
  • Key rules and regulations
  • Enforcement and oversight – the SEC and Self-Regulating Organizations
1:15-2:15pm ESG and Investor Relations
Understand the current ESG (environmental, social, governance) landscape
Speaker: Karla Kimrey, IRC
  • The current state of corporate ESG reporting
  • ESG community key players
  • The role of IR in the ESG ecosystem
2:30-3:30 pm Cross-Functional Collaboration and Becoming a Trusted Strategic Advisor
Understand how to become a trusted advisor to your company's management and the board and how to collaborate with other internal stakeholders
Speaker: Greg Secord
  • Providing strategic counsel to the board and C-suite
  • Successful collaboration with various stakeholders
3:45-4:50 pm Small Group Breakout Session: "The IR Situation Room"
A carefully structured, collaborative session that gives attendees an opportunity to work together to solve each other’s real-life IR challenges in a consultation-style setting
  • Get real solutions from IR peers on a particular challenge you are facing
  • Hear challenges that other IR professionals are facing and benefit from the collective discussions that result
4:50-5:00 pm Summary, Resources, and Next Steps
Review what you have learned and how you can continue your learning

IRC credential holders can claim up to 8 professional development units (PDUs) for participating in this program. IRC-credentialed volunteers and speakers may also earn PDUs. More information is available at