Date: 6/14/2020
Event start time: 9:00 AM
Event end time: 3:00 PM
Category: Seminar
Price: Members - $999; Non-Members $1,199
Register

NIRI Pre-Conference Seminar Cancellation Notice

The NIRI 2020 Annual Conference, scheduled to be held June 14-17, in Miami Beach, has been postponed due to attendee health concerns, travel restrictions, hotel closures, and other issues relating to the global coronavirus pandemic.  NIRI is working to reschedule the event to later this year, perhaps in early December at the same hotel. Details will be released by NIRI as soon as definitive information is available. More information is available here.

We are not yet able to confirm whether the pre-conference seminars will be rescheduled for the new dates and are therefore cancelling both Finance & Capital Markets 101 and Telling a Great Investment Story, scheduled for June 13 and 14. NIRI rarely cancels events and doesn’t take such decisions lightly. While this is unfortunate news, the spread of this coronavirus is an unusual event, and we hope you understand. NIRI will provide a refund of registration fees for these workshops in the same manner as original payment. Please contact NIRI Professional Development with any questions.

Download program brochure (pdf)

Download program brochure (pdf)

2020 NIRI Annual Conference
Pre-conference seminar

Understand what shareholder value really means both to shareholders and for companies.  This course will tackle key corporate finance issues such as cost of capital and company valuation and we will demonstrate, with examples from companies who do it well, how to tell a great investment story.

WHO SHOULD ATTEND?

  • IR practitioners who would like to be more familiar with the language of the C-suite
  • Anyone working in a communications role who would like to see finance from a communications perspective
  • Newcomers to IR and corporate communications who are responsible for telling their company’s investment story

LEARNING OBJECTIVES

  • Understand what shareholder value really means
  • Appreciate the key drivers of value creation and learn how to communicate them effectively
  • See the link with company valuation and what drives share prices
  • Be able to put together the key elements of a great investment story.

COURSE MODULES

The Big Picture
  • Overview of the capital markets
  • Providers of capital and what they expect
Shareholder Value
  • Shareholder value - what it really means
  • The shareholders’ perspective on value creation
  • Management’s perspective and key tasks
  • Capital management and allocation
  • Driving growth and returns
Valuation Essentials
  • How companies are valued – overview
  • Intrinsic value
  • Valuation using multiples
  • Key drivers of value
  • The role of expectations management
  • The link with internal financial management
Telling your Story
  • Setting the scene and describing the opportunity
  • Communicating capital management and allocation
  • Communicating growth and returns
  • Long-term vision, medium-term targets and guidance
  • Linking with senior management incentives
  • Dealing with problems
  • Example from companies who do it well
 

RELATED EVENTS

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

 

NIRI Telling a Great Investment Story Seminar Coronavirus Update

NIRI is monitoring the evolving coronavirus situation and will take necessary actions as events warrant, but seminar will be held as scheduled. We are fully committed to taking appropriate precautions to provide a safe and healthy environment for attendees. We also encourage attendees to practice good health habits as recommended by the CDC.


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.