Annual reporting - best practice in practice

With the new Strategic Report requirements in place, we aim to reflect on how far companies have come. During this process we will look at how companies have approached the new requirements and identify what emerging best practice looks like – both in print and online. Looking to the future, the course will also update you on new narrative requirements which are on the horizon.

What will I gain?

Anyone involved in the production of their company’s Annual Report looking for ideas on how to improve its effectiveness, both printed and online. This course will also benefit service providers involved in the production of Annual Reports as well as others involved in IR such as company secretaries or group finance controllers.

The course will cover:

  • Developments in best practice reporting - both in print and online
  • Update on new reporting requirements including the Strategic Report

Additional content will be incorporated into the course to reflect any new legislation or regulatory announcements.

A very useful overview of the complete reporting sphere. A lot of varied topics covered, provoking a lot of through and further investigation.

All speakers were engaging and complementary – I liked the fact that they went into detail about the practical elements of report writing but also best website/digital practices. A great overview of where we’ve come to over the past few years and how people are adapting to print as well as other challenges.

Course tutor: Sallie Pilot - Director, Engagement and Insight, Black Sun

Director, Engagement and Insight, Black Sun

Since joining Black Sun over 20 years ago, Sallie has been providing strategic corporate communications consultancy for a wide range of UK and international clients. Sallie is an IR Society Board member has been Chair of the IR Society Best Practice Committee since 2014. Sallie is a member of the Financial Reporting Lab steering group, and is a recognised commentator in corporate reporting, responsible for publishing a wide range of industry recognised research reports. Her experience of working with leading organisations on their corporate reporting strategies and her industry leading research tracking trends in reporting of the FTSE100 for the past 12 years give Sallie a unique insight into what good looks like!

Guest speaker: Melissa Kittermaster

Asesoria Group

Melissa is a director at Asesoria Group which provides specialist expertise and consultancy support to organisations to assist them in building a sustainable business and creating long term value through their governance, corporate responsibility and human capital strategies. She is an experienced company director and advisor with a proven track record of advising boards on the areas of corporate social responsibility and human capital management. She specialises in, stakeholder engagement, non-financial reporting and leadership capability.  Melissa has extensive experience of advising companies on their annual and corporate responsibility reporting across a range of sectors.  She has undertaken extensive engagement with investors and other key stakeholders to understand their expectations of corporate governance and company reporting.  She uses this knowledge to take a pragmatic approach to narrative reporting and communicating a company’s material activities in annual reporting

Guest speaker: Andrew Jones

International Integrated Reporting Council

Andrew leads the IIRC’s investor engagement programme which aims to help investors to understand the IIRC’s aims and the benefits of a broader more integrated approach to reporting and to encourage them to support or encourage this in their investee companies.Andrew is on a part-time secondment to the IIRC from KPMG Makinson Cowell.  He has over twenty years of experience with Makinson Cowell (now part of KPMG) and leads Makinson Cowell’s research team which advises stock market listed businesses on how institutional shareholders assess their investments and the performance and valuation measures they use. Andrew has long-standing experience on committees and panels involved in application of accounting standards and corporate reporting including:  the UK’s UITF, the FRC’s narrative reporting panel and tax accounting panel.  He also chairs the ICAEW’s Research Advisory Board.

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Course level

Core IR Skills

Location

Central London

CPD points

20

Course dates

27 September 2018
9.00am to 1.00pm

  • IR Society members (£319 + VAT)
    £382.80
  • IR Society Premium members (course allowance included in membership package)
    £0
  • Non-members (£469 + VAT)
    £562.80
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