Date: 9/10/2024 - 9/11/2024
Event start time: 12:00 PM ET
Event end time: 5:00 PM ET

Category: Seminar

Price: Members $995; Non-Members $1195

Fundamentals of Investor Relations

Virtual | September 10-11, 2024 | Live at 12-5 pm 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; 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

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 10 \| 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: Tripp Sullivan 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: Hala Elsherbini 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: Joseph Hassett 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: Gregg Lampf, IRC 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 11 \| 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: Taryn Zucker and Elizabeth Bieber 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: Alexandra Deignan 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: Darin Arita, CFA, IRC 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 www.niri.org/certification.