Date: 10/26/2020 - 10/28/2020
Event start time: 12:00 PM E.T.
Event end time: 5:00 PM E.T.
Category: Virtual
Price: $795 Members; $995 Nonmembers
Register

 

Fundamentals of Investor Relations

Virtual  |  October 26-28, 2020  |   Live at 12-5pm E.T. each day


About  |  Program  |  Exhibitors  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


Monday, October 26  |  Day 1 – IR Concepts and Context
12:00-12:20pm Welcome and Orientation
An introduction to the seminar and to the world of investor relations
  • Review of program agenda and tips for navigating the virtual experience
  • Orientation to the IR Service Provider Showcase
12:30-1:30 pm The Big Picture: Investor Relations Today
An overview of the investor relations function and core competencies

Mickey Foster, NIRI Fellow; Vice President, Investor Relations, FedEx Corporation
  • Key knowledge areas and stakeholders –The IR Competency Framework
  • Cross-functional collaboration – IR as a “team sport”
  • Investor relations in the evolving capital markets
1:30-2:30 pm Virtual IR Showcase
Discover the many IR solutions available in the Service Provider Showcase
  • Product exploration and demos
  • Meet experts in the broader IR community
2:30-3:45pm Disclosures & Regulatory Compliance
A legal expert reviews disclosure concepts, filings, regulations and enforcement

Pamela Marcogliese, Partner, Financing and Capital Markets, Freshfields Bruckhaus Deringer
  • Disclosure concepts – required and voluntary disclosure
  • Overview of regulatory filings
  • Key rules and regulations
  • Enforcement and oversight –the SEC and Self-Regulating Organizations
4:00-5:00 pm Facilitated Small Group Discussions
Get to know your fellow attendees and share thoughts and takeaways from the day


Tuesday, October 27  |  Day 2 – Fundamental IR Skills (A Year in the Life of an IR Practitioner)
12:00-12:50 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.

Jenny Kobin, NIRI Fellow; Partner, IR Advisory Solutions
1:00-2:00 pm Corporate Messaging Development
Learn to create the right messages for your objectives

Rebecca Gardy, IRC, Vice President, Investor Relations, Campbell Soup Company
  • Establishing a process for and developing effective messaging
  • Creating powerful communications tools
  • Tools and resources
2:00-3:00 pm Virtual IR Showcase
Discover the many IR solutions available in the Service Provider Showcase
  • Product exploration and demos
  • Meet experts in the broader IR community
3:00-3:50 pm Investor Targeting and Outreach
Understand how best to reach and work with two key constituencies: the Sell-Side and the Buy-Side

Gregg Lampf, IRC, Vice President of Investor Relations, Ciena Corporation
  • 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
4:00-5:00 pm Small Group Topic Roundtables
Discuss timely topics in small groups led by senior IR professionals


Wednesday, October 28  |  Day 3 – Taking Your IR Skills to the Next Level
12:00-1:15pm ESG and Corporate Governance
Understand the current ESG (environmental, social, governance) landscape

Caitlin MarkleSenior Director, Clermont Partners
  • The current state of corporate ESG reporting
  • ESG community key players
  • The role of IR in the ESG ecosystem
1:15-2:15 pm Virtual IR Showcase
A final opportunity to meet with the service providers who will help you succeed in your IR role
  • Product exploration and demos
  • Meet experts in the broader IR community
2:15-3:15 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

Jane Okun Bomba, NIRI Fellow; Board Director, Brightview Holdings, Service Source International, and Clarivate PLC
  • Providing strategic counsel to the board and C-suite
  • Successful collaboration with various stakeholders
3:30-4:30pm Small Group Topic Roundtables
Discuss timely topics in small groups led by senior IR professionals
4:40-5:00 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.