Festival of IR

More than a virtual event. More than just an online conference. The Festival of IR is a five-day programme of seminars, panel discussions, roundtables and networking with practical content for IR professionals at every level of their career.

Alongside our usual plenary sessions and keynotes, the Festival of IR will also include a range of sessions provided by the IR Society and its member companies to ensure the event really does provide something to engage the whole IR community.
 
The Festival of IR will run from Monday 14 – Friday 18 June, with sessions every day, and with the main plenary sessions all taking place on the afternoon of Thursday 17 June from 12:30pm. Pre-recorded keynote interviews will also be available on the platform in advance of the plenary sessions.
 
The main theme of the 2021 event will be IR and the purpose-driven business. The Covid-impacted environment has accelerated the need for companies to have a clear vision of their purpose and sometimes to revisit and potentially adjust it. Purpose revolves around ensuring sustainable future performance as well as corporate raison d’etre. Whilst the past year has been a testing one for all, companies now must learn from that experience and invest to drive growth, whilst building business resilience for an uncertain future environment. This year’s event will take a look at the challenges and opportunities companies face including the growing impact of ESG in all its dimensions. The plenary sessions will address all of these themes, from the 'big-picture' trends, real world examples of purpose in action and investor perspectives, through to hands on advice for IR practitioners as their roles continue to evolve. 
 
With prices held at 2020 levels this additional content comes at no additional price. Early bird tickets will be on sale soon, please check back for further details. 
 
We are inviting sponsors to run sessions as part of the festival and these can be both practical as well as thought-leadership based.

Please see our confenece microsite here.
 
There are a range of sponsorship opportunities available and if you are interested please contact robert.dann@irsociety.org.uk

What will I gain?

  • An overview of the fundamental areas of regulation and compliance that affect IR
  • An understanding of the areas of regulation with a day-to-day impact on IR
  • A toolkit for dealing with price sensitive information, disclosure requirements, transactions and listing obligations and the financial and reporting calendar

"Really good session - case studies particularly helpful at bringing it to life."

“ The course made my interest in IR increase hugely – all my objectives were met and there were a lot of high quality discussions. A lot covered, and delivered very well, particularly on topics which could be considered dry!”

"Very useful overview of the regulations, especially as a newcomer to the IR function, and bringing my knowledge up to date. I especially liked all the real life examples - companies, fines, outcomes of tougher regulation. Excellent course!"

Course tutor: Deborah Morton-Dare

Independent

Independent

Deborah specialises in financial training for all levels from beginners to advanced. She presents a comprehensive range of courses to a diverse range of corporate clients and financial institutions and specialises in making complex technical subjects comprehensible. 

Deborah qualified as a Chartered Accountant with Arthur Young and then worked in Corporate Finance gaining wide ranging experience in a variety of corporate and financial institutions. She then worked as a financial consultant to companies assisting them in raising finance and structuring.

Programme

  • Understanding the regulatory framework
  • Role of a Sponsor
  • Insider dealing and market abuse; how to deal with price sensitive information
  • Disclosure Guidance and Transparency Rules (DTRs)– continuing obligations
  • Dealing with the sell-side
  • Knowing your shareholders
  • Financial calendar and reporting
  • Recent case studies and current issues

What will I gain?

  • Foundation knowledge in understanding a set of company accounts
  • Gain fluency in financial jargon
  • A clear understanding of the relevance and limitations of financial statements

"Excellent, jargon free teaching with plenty of time for examples and discussion. Very grounded in the real world of IR / accounting."

"Excellent course - I now have a much fuller understanding of accounts and valuations. Very helpful."

"Really enjoyed the structure of the course. Concise but very informative. Great use of real life examples which made complicated topics easier to understand such as the different ratios used."

Course tutor: Deborah Morton-Dare

Independent

Independent

Deborah specialises in financial training for all levels from beginners to advanced. She presents a comprehensive range of courses to a diverse range of corporate clients and financial institutions and specialises in making complex technical subjects comprehensible. 

Deborah qualified as a Chartered Accountant with Arthur Young and then worked in Corporate Finance gaining wide ranging experience in a variety of corporate and financial institutions. She then worked as a financial consultant to companies assisting them in raising finance and structuring.

Programme

  • Introduction
  • The Accounting Foundations - What is Financial Information?
  • The Components of a Balance Sheet
  • The Components of a Profit and Loss Account
  • Cash Flow Statements

Course tutor: Deborah Morton-Dare

Independent

Independent

Deborah specialises in financial training for all levels from beginners to advanced. She presents a comprehensive range of courses to a diverse range of corporate clients and financial institutions and specialises in making complex technical subjects comprehensible. 

Deborah qualified as a Chartered Accountant with Arthur Young and then worked in Corporate Finance gaining wide ranging experience in a variety of corporate and financial institutions. She then worked as a financial consultant to companies assisting them in raising finance and structuring.

What will I gain?

  • A good insight into the role of investor relations and the financial market environment in which IR operates
  • A thorough understanding of the fundamentals of financial markets
  • An overview of the current regulatory environment
  • An invaluable opportunity to clarify specific questions through the Q&A session

"Really useful training. Interesting topics and some clear explanations, delivered by an excellent and very engaging trainer! With little knowledge on the subject, the course certainly achieved its aim for me. I found it inspiring and feel that it has given me a good understanding of the topic."

"Very well organised - great trainer. Considering future courses on the back of this one!"

"Extremely informative and incredibly interesting. Really solidified my very fledgling knowledge."

Course tutor: Deborah Morton-Dare

Independent

Independent

Deborah specialises in financial training for all levels from beginners to advanced. She presents a comprehensive range of courses to a diverse range of corporate clients and financial institutions and specialises in making complex technical subjects comprehensible. 

Deborah qualified as a Chartered Accountant with Arthur Young and then worked in Corporate Finance gaining wide ranging experience in a variety of corporate and financial institutions. She then worked as a financial consultant to companies assisting them in raising finance and structuring.

Programme

  • Introduction
  • Companies
  • Financial Markets
  • Stock Exchanges
  • Equity Investors and Investment Principles
  • Role of IR
  • Summary and Conclusion

What will I gain?

  • A good insight into IR and how to support senior management
  • An understanding of the dynamics of financial markets, including the key participants
  • A solid understanding of the financial jargon and the sensitivity around disclosure of information

"Really informative and interesting - will really help me with my new role as an IR executive assistant."

"Very informative and easy to follow. Deborah was a great presenter and engaging."

"The course gave a good in depth knowledge of Investor Relations. At the same time it was targeted at personal and executive assistants, which made it easy to understand the content. It was also very valuable to meet other personal and executive assistants."

Course tutor: Deborah Morton-Dare

Independent

Independent

Deborah specialises in financial training for all levels from beginners to advanced. She presents a comprehensive range of courses to a diverse range of corporate clients and financial institutions and specialises in making complex technical subjects comprehensible. 

Deborah qualified as a Chartered Accountant with Arthur Young and then worked in Corporate Finance gaining wide ranging experience in a variety of corporate and financial institutions. She then worked as a financial consultant to companies assisting them in raising finance and structuring.

Programme

  • Introduction to Investor Relations
  • An overview of financial markets
  • Practical tips for creating value in your role
  • Facilitating the investor relations calendar

What will I gain?

  • Practical insights into leveraging outside resources and online tools
  • A clear understanding of the risks and opportunities of your shareholder register
  • How to maximise the support of brokers, sales teams and other providers
  • A perspective on the key requirements for effective and efficient investor engagement

"Very good to understand the targeting approach, ways to identify/ interpret information and look to maximise value from using management time."

"Really good insights from people with lots of industry experience. Took away three to four interesting things that will assist me in the future. Coming from a background without much exposure to IR, this was a great way to get a wide introduction and beneficial for future work."

"Very informative - being a third party service it's great to hear what IRO's are facing in this uncertain climate. Great coverage of topics."

Course tutor: Diane Faulks - Targeting

Independent

Independent

Diane is a Fellow of the Investor Relations Society. She is an IR specialist with over 25 years’ experience gained in a variety of disciplines including corporate in-house, consultancy and banking. Understanding, attracting and engaging with appropriate shareholders has been a key part of IR experience. During 10 years spent in-house she was involved in developing strategies to increase and improve two way communication with shareholders. She has dealt with investors from all regions, investment styles and size. During 14 years with Citi Depositary Receipts’ Diane advised clients on cross border communication during listing, capital raising and shareholder expansion. She has been a member of the IR Society since 1994, a board director from 2000-2006 and Chairman of the Society from 2003-2005.

Programme

  • Introduction and developing your targeting strategy
  • Understanding Investor trends
  • Broker perspective - how to maximise the benefit of using a house broking team
  • Using an IR Firm effectively
  • What the Buy-side wants
  • Best Practice, new technologies

What will I gain?

  • An overview of the current regulatory themes
  • A solid understanding of forthcoming regulatory changes
  • Updates on best practice in the corporate reporting regime, corporate governance and stewardship 

"This course was the right length and covered all the relevant content. Good to hear other companies' experiences."

"A very clear and well structured course, taking a good sweep across regulatory developments. A useful update and the discussion format worked very well - I would definitely recommend this course to all IROs!"

"A very useful refresher!"

Programme

  • Changes to the Financial Services and Markets Act
  • The FCA Handbook
  • The UK Corporate Governance Code
  • The UK Stewardship code
  • Companies Act 2006
  • Narrative reporting and EU consultations

What will I gain?

  • An invaluable overview of shareholder targeting, investor days and site visits
  • A clear understanding of effective communication and disclosure obligations
  • Advice on managing relationships with shareholders, brokers and analysts
  • Hints and tips for planning roadshows, webcasts and the annual report

"Enjoyed the session. Discussion-based format is very useful and speakers were very knowledgeable and happy to answer questions. Good IR background and viewpoint from practitioners."

"Great set of speakers, covering a variety of aspects of IR."

"Very Interesting talks by well prepared expert speakers."

Course tutor: Lorraine Rees

Lorraine established IR-connect as a new investor relations consultancy in 2015. Prior to that she had been IR Director at Standard Life plc, Head of IR at The Phoenix Group, and an equity analyst at Exane BNP Paribas. She originally trained as a chartered accountant, and has also worked in strategy, corporate finance and banking.

Programme

  • The Role of the Investor Relations Practitioner
  • Engaging with Shareholders
  • Practical Tools and techniques
     

What will I gain?

  • A sound understanding of debt investor base and capital structure
  • The essentials of developing an effective debt IR programme
  • A review of best practice disclosures and presentations
  • A firm grasp of the role of rating agencies and their interactions with companies
  • An action plan that can immediately be implemented in the workplace

"Very good, concise, to the point and backed by real life examples and applications. Thoroughly enjoyed it."

"Very well explained and balanced between "theory" and case studies."

"Very useful, I liked that it was interactive, we had good debates and discussions. Very comprehesive, good content, videos were useful. Excellent session."

Course tutor: Lorraine Rees - MD, IR-connect

Lorraine established the IR-connect consultancy in 2015 which specialises in IR for IPOs, and personalised IR mentoring for executive and non-executive directors, IR Directors and IROs. She runs a number of courses for the IR Society including the Diploma modules. Prior to setting up her consultancy company, she was IR Director at Standard Life plc, Head of IR at The Phoenix Group, and an equity analyst at Exane BNP Paribas. She originally trained as a chartered accountant, and has also worked in strategy, corporate finance, private equity and banking.

Programme

  • Understanding your debt investor base and capital structure
  • Rating Agencies
  • Benefits of pro-active debt investor engagement
  • Development of a Debt IR programme
  • Best practice disclosure and presentations

What will I gain?

  • The ability to review an integrated set of P&L, Balance Sheet and Cash Flow forecasts
  • A review of key forecast metrics such as: PBT, EBITA, EPS, etc.
  • An understanding of the value of financial ratios to evaluate business performance
  • An overview of valuation methodologies, including DCF

"I enjoyed the course and found it to be a useful overview. The main challenge is that it's a topic with so much to cover but some useful practical elements covered in one day."

Course tutor: Geoffrey Collyer

Managing Director - Lavender Bank Partners

Managing Director - Lavender Bank Partners

As a leading leisure sector analyst, Geof has charted, analysed and in some cases helped to reshape several leisure industries, and his extensive experience makes Geof perfectly placed to assess the corporate strategies of the good, the bad and the ugly that make up the constituents of the public and private markets. 

Geof has 38 years combined industry and investment banking experience and has spent the last 30 years in a Top 3 rated sector equity research team, working for Wood McKenzie, NatWest Markets, Banker’s Trust and Deutsche Bank, where he was MD of the Pan European Travel & Leisure Research Team. Having seen a variety of valuation methodologies come and go and come back into fashion again - and some new ones invented - Geof has developed a detailed understanding of how companies and managements should be viewed and rated, and how companies should deal with both the buy- and sell-side communities. 

During his city time, he has acted as corporate research broker to over 20 different Plcs, been involved in over 40 M&A transactions, and directly or indirectly, in over a dozen IPOs. Geof currently runs his own strategic consultancy business, Lavender Bank Partners.

Programme

  • Financial Modelling House Keeping
  • The model starting point: An integrated set of P&L, Balance Sheet & Cash Flow forecasts
  • Analysis of Business Performance
  • An overview of valuation methodologies: Absolute & Relative approaches to valuation
  • Discounted Cash Flow
  • Relative Valuation approaches
  • Putting it all together: A case study

(Attendees will receive an information pack in advance containing the basic model to be used for the course, including historic P&L, Cash Flow and Balance Sheet statements).

What will I gain?

  • A comprehensive understanding of SRI issues
  • An in-depth review of current and future sustainability trends
  • Valuable insight into shaping messages to stakeholders
  • Advice on developing an SRI roadshow

"Really informative and engaging, learnt a lot."

"Mike adapted well to the group's needs, and it was good to have buy-side speaker."

"Course was very informative and ran smoothly. It answered the questions that I had going into the day."

Course tutor: Mike Tyrrell - Editor, SRI-CONNECT

Mike has been helping companies communicate with SRI investors for the past 15 years, during which time he has worked on the buy-side, sell-side and most recently for the independent communications platform, SRI-CONNECT. Mike has spent 18 years as an SRI Analyst, initially at Jupiter Asset Management and then at HSBC Global Equities where he established the first SRI research on the ‘sell-side’ and, most recently, at Citi Investment Research. Mike is currently Editor at SRI-CONNECT and brings a wealth of knowledge and experience to the Society’s advanced IR ESG/Sustainability course, introduced in 2016.

Programme

  • Introducing Sustainable & Responsible Investment
  • Experiences to date | Questions for today
  • 10 steps to Take Control of SRI Communications
  • What investors and companies think of each other
  • IRRI Survey results
  • Summary – final questions; final answers; next steps

What will I gain?

  • An understanding of the key principles behind most commonly used valuation methods
  • A grasp of the fundamentals of the discounted cash flow valuation model and key sensitivities
  • An awareness of risk and return parameters and non-financial considerations impacting investment decision making

"Excellent, jargon free teaching with plenty of time for examples and discussion. Very grounded in the real world of IR / accounting."

"Excellent course - I now have a much fuller understanding of accounts and valuations. Very helpful."

"Really enjoyed the structure of the course. Concise but very informative. Great use of real life examples which made complicated topics easier to understand such as the different ratios used."

Course tutor: Deborah Morton-Dare

Independent

Independent

Deborah specialises in financial training for all levels from beginners to advanced. She presents a comprehensive range of courses to a diverse range of corporate clients and financial institutions and specialises in making complex technical subjects comprehensible. 

Deborah qualified as a Chartered Accountant with Arthur Young and then worked in Corporate Finance gaining wide ranging experience in a variety of corporate and financial institutions. She then worked as a financial consultant to companies assisting them in raising finance and structuring.

Programme

  • Introduction
  • Fundamental concept of discounted cash flow
  • Risk vs return
  • Business strategy
  • Introduction to valuation methods
  • Conclusion: What really matters

What will I gain?

  • An overview of UK Listing rules: IPOs, Prospectus, Secondary listings, M&A, etc.
  • An understanding of stock exchange obligations
  • An opportunity to discuss the practical implications of these rules with a guest speaker

"Really good session - case studies particularly helpful at bringing it to life."

“ The course made my interest in IR increase hugely – all my objectives were met and there were a lot of high quality discussions. A lot covered, and delivered very well, particularly on topics which could be considered dry!”

"Very useful overview of the regulations, especially as a newcomer to the IR function, and bringing my knowledge up to date. I especially liked all the real life examples - companies, fines, outcomes of tougher regulation. Excellent course!"

Course tutor: Lorraine Rees - MD, IR-connect

Lorraine established the IR-connect consultancy in 2015 which specialises in IR for IPOs, and personalised IR mentoring for executive and non-executive directors, IR Directors and IROs. She runs a number of courses for the IR Society including the Diploma modules. Prior to setting up her consultancy company, she was IR Director at Standard Life plc, Head of IR at The Phoenix Group, and an equity analyst at Exane BNP Paribas. She originally trained as a chartered accountant, and has also worked in strategy, corporate finance, private equity and banking.

Programme

  • ​Transactions and Listing Obligations
  • Introduction to current regulatory framework
  • IPO Process and market choice
  • Listing rules and Prospectus rules
  • IPO timetable, team and responsibilities
  • Transactions including take-overs and mergers & acquisitions
  • Role of the Takeover Panel
  • Overview of the US market regulations effecting IR
  • A guest speaker addressing how the IRO works during these times of capital markets activity

What will I gain?

  • Greater confidence in understanding and using financial information
  • A non-technical understanding of:
    • The key financial statements: Income Statement, Balance Sheet and Cash Flow Statement
    • The most commonly used financial figures and ratios which analysts and investors typically focus on when analysing a company
    • What the terms mean, why they matter, what they are used for and how they might differ across industries
  • An overview of how analysts and investors use these figures to forecast a company’s results into the future, and how an earnings consensus for a company is developed. 

Course tutor: Sue Scholes

Sue is a Fellow of the IR Society. She was Chair of the IR Society from 2014 to 2016, during which time the Society launched its Diploma in IR (which she continues to support as an examiner) and its Code of Conduct. She was previously Chair of the Education Committee.

A CIMA-qualified accountant, she first started working in investor relations in the late 1990's, at GKN plc. She was involved in the demerger of its joint venture businesses and the subsequent listing of Brambles Industries plc in London; as well as the late unwinding of this dual-listed company structure. Most recently, Sue spent seven years as Executive Team member and Director of Communications for AMEC plc, during a period of significant and successful transformation.

Sue is a board member at MAC (the Midlands' most visited arts centre) and a Trustee and Treasurer of Re-engage (which brings older and younger people together for social gatherings).

Programme

  • Financial statements: a refresher
  • Understanding the balance sheet: Fixed Assets; Net Assets; Net Liabilities; Net Debt
  • Analysing the income statement: Revenue; EBITDA; PBT; Net profit; EPS; DPS
  • Calculating the cash: FCF; CPS
  • Using ratios: EV/EBITDA; Sales ratio; Dividend yield; Gearing; P/E ratio; Credit Rating
  • ‘An analyst for the day’: using what you’ve learnt so far
  • What they really do: an analyst talks
  • Introduction to consensus forecasts

What will I gain?

  • Greater understanding of why consensus forecasts matter
  • Clear knowledge of what best practice looks like
  • Practical advice on how to prepare and use consensus, with examples of companies who are doing this well
  • An understanding of the issues which may arise (including: how to avoid selective disclosure; how to handle a shortage of analyst forecasts; what happens in deal situations) and how they might be handled

Course tutor: Sue Scholes

Sue is a Fellow of the IR Society. She was Chair of the IR Society from 2014 to 2016, during which time the Society launched its Diploma in IR (which she continues to support as an examiner) and its Code of Conduct. She was previously Chair of the Education Committee.

A CIMA-qualified accountant, she first started working in investor relations in the late 1990's, at GKN plc. She was involved in the demerger of its joint venture businesses and the subsequent listing of Brambles Industries plc in London; as well as the late unwinding of this dual-listed company structure. Most recently, Sue spent seven years as Executive Team member and Director of Communications for AMEC plc, during a period of significant and successful transformation.

Sue is a board member at MAC (the Midlands' most visited arts centre) and a Trustee and Treasurer of Re-engage (which brings older and younger people together for social gatherings).

Programme

  • Generating consensus: a practical session on process
  • Using consensus: where and how to use most effectively
  • Managing issues: potential issues and pitfalls to avoid
  • ‘In the real world..’: an analyst talks about the preparation of forecasts
  • Wrap up and action points

What will I gain?

Particpants will be able to:

  • Identify common situations that may arise in Investor Relations which raise ethical issues

  • Understand the difference between legal/ regulatory issues and other issues

  • Have a toolkit to help them approach potential issues and assess their implications

Course tutor: Lorraine Rees

Lorraine established IR-connect as a new investor relations consultancy in 2015. Prior to that she had been IR Director at Standard Life plc, Head of IR at The Phoenix Group, and an equity analyst at Exane BNP Paribas. She originally trained as a chartered accountant, and has also worked in strategy, corporate finance and banking.

Programme

  • What is ethics? Introduction covering the difference between legal/ regulatory issues and ethical issues, your professional reputation. Consideration of ethics in other professions (e.g. accountants, lawyers), look at some court cases.
  • Ethical investors and CSR reporting. Review of reporting practices, surveys, indices (FTSE4Good, DJSI)
  • Consensus management. Group discussions around publishing, handling outliers/ out of date numbers, providing guidance to analysts/ investors, "managing down the numbers", when to issue a profit warning.
  • Investor equality.Group discussions around access to management, publishing slides and transcripts, Q&A sessions, different channels for retail investors, meetings/ calls and close period.
  • Insider information and Price sensitive information. “What would you do in this scenario” case studies.

What will I gain?

  • In-depth insight into the workings of city advisers
  • Advice on how best to build stronger relationships with these key stakeholders

Course tutor: Diane Faulks - Targeting

Independent

Independent

Diane is a Fellow of the Investor Relations Society. She is an IR specialist with over 25 years’ experience gained in a variety of disciplines including corporate in-house, consultancy and banking. Understanding, attracting and engaging with appropriate shareholders has been a key part of IR experience. During 10 years spent in-house she was involved in developing strategies to increase and improve two way communication with shareholders. She has dealt with investors from all regions, investment styles and size. During 14 years with Citi Depositary Receipts’ Diane advised clients on cross border communication during listing, capital raising and shareholder expansion. She has been a member of the IR Society since 1994, a board director from 2000-2006 and Chairman of the Society from 2003-2005.

Programme

  • Welcome and introduction 
  • Structure of financial markets 
  • The role of the sell-side
  • The role of external advisors involved in IR
  • The role of the fund manager
  • The role of the media
  • Conclusion

What will I gain?

  • Insight into how to deliver key messages to the market consistently
  • Understanding effective messaging via press releases, factsheets, websites and annual reports
  • Practical examples of dos and dont's when communicating with stakeholders
  • Insights into writing for social media communications

"A very useful and informative course, delivered in a relaxed learning environment. Great split between theory and exercises."

"Course met my expectations, lots of helpful takeaways. I am looking forward to putting it into practice. Enjoyed all of the diverse exercises Jon took us through."

"This course gave me a very good insight into writing for IR. It was an eyeopener how many bad habits I have!"

Course tutor: Jon Harris

Jon’s unique background means that he is ideally suited to helping professionals develop their writing skills. Jon is a Cambridge English graduate, a qualified teacher of adults and an Associate Tutor at Goldsmiths University, where he teaches management at BA and MA level, giving him a deep understanding of the challenges and requirements for effective business writing. He has been commissioned by several IR teams to assist in writing critical communications at times of significant change and has lots of experience helping businesses frame and couch language for both internal and external communications. He has delivered writing skills training for the IR Society for several years and has also trained special-interest professional groups in writing skills, including banks, regulators and government departments. Jon is also a qualified business psychologist and a chartered management accountant. 

Programme

  • Welcome, introduction, objectives and quiz
  • The 10 Principles of Getting Your Message Across
  • How to select the best words and avoid the worst ones – part 1
  • How to select the best words and avoid the worst ones – part 2
  • Some “Don’ts” for Press Releases, and some examples
  • Developing social media communications – quick thoughts
  • Case Study 1: constructing a Chair/CEO letter
  • Case Study 2: working at speed (short break during this section)
  • Own material, resource swaps, ideas and next steps
  • Summary and evaluation

What will I gain?

  • A greater understanding of:
    • your natural leadership style and what this might mean for your career development
    • the skills and competencies being sought by boards and management teams
    • what a best practice IR team looks like and how to lead it
    • current thoughts on leadership; particularly helpful for those thinking of taking the Diploma in IR qualification
  • A personal action/ development plan of the next steps to take.

Course tutor: Jon Harris

Jon’s unique background means that he is ideally suited to helping professionals develop their writing skills. Jon is a Cambridge English graduate, a qualified teacher of adults and an Associate Tutor at Goldsmiths University, where he teaches management at BA and MA level, giving him a deep understanding of the challenges and requirements for effective business writing. He has been commissioned by several IR teams to assist in writing critical communications at times of significant change and has lots of experience helping businesses frame and couch language for both internal and external communications. He has delivered writing skills training for the IR Society for several years and has also trained special-interest professional groups in writing skills, including banks, regulators and government departments. Jon is also a qualified business psychologist and a chartered management accountant. 

Course tutor: Sue Scholes

Sue is a Fellow of the IR Society. She was Chair of the IR Society from 2014 to 2016, during which time the Society launched its Diploma in IR (which she continues to support as an examiner) and its Code of Conduct. She was previously Chair of the Education Committee.

A CIMA-qualified accountant, she first started working in investor relations in the late 1990's, at GKN plc. She was involved in the demerger of its joint venture businesses and the subsequent listing of Brambles Industries plc in London; as well as the late unwinding of this dual-listed company structure. Most recently, Sue spent seven years as Executive Team member and Director of Communications for AMEC plc, during a period of significant and successful transformation.

Sue is a board member at MAC (the Midlands' most visited arts centre) and a Trustee and Treasurer of Re-engage (which brings older and younger people together for social gatherings).

Guest speaker: Gillian Karran-Cumberlege

Founding Partner and Head of Chair Advisory at Fidelio Partners

Founding Partner and Head of Chair Advisory at Fidelio Partners

Gillian Karran-Cumberlege leads Fidelio Partners Board Practice, supporting Chairmen and CEOs in building effective Boards and Executive leadership teams which drive value for stakeholders and shareholders. In this context Gillian is actively engaged in promoting greater Board effectiveness through increased diversity. Fidelio is accredited by the Hampton-Alexander Review for its contribution to increasing gender diversity on Boards and leadership teams ‘Beyond FTSE350’.

An internationally recognised thought leader on ESG, Gillian is a Board and Steering Committee Member of Chapter Zero, which supports Board Directors to address climate change on the Board Agenda. Gillian is also an advisory Board Member of the German British Forum. Previously Gillian served as an Independent Board Member of Jaguar Land Rover India and a Member of the Harvard Business School Alumni Board (2015-2018).

Prior to founding Fidelio Gillian held senior executive roles within some of Europe’s leading corporates; this included Global Head of Investor Relations / Capital Market Communications for Volkswagen AG (2000 – 2007) sitting on the Group Governance and Marketing Committees – the most senior female executive globally. Previously Gillian had enjoyed a highly successful career in banking for example heading Group Investor Relations for UBS (1998- 2000). She started her career in Banking Supervision with the Bank of England.

Gillian has an MA in History from Trinity Hall, Cambridge, and attended the Harvard General Management Programme.

Guest speaker: Alison Owers

Chief Executive Officer, EMEA - Orient Capital

Chief Executive Officer, EMEA - Orient Capital

Alison joined Orient Capital in June 2010 bringing a wealth of investor relations and analytical experience. Since she joined she has been instrumental in building the brand of Orient Capital initially in the UK, from forging partnerships with numerous brokers and advisers, to latterly developing the Orient Capital and D.F. King brands across EMEA.  As part of ASX listed, the Link Group, she has P&L responsibility for the Corporate Markets business.  Alison joined Orient Capital from Capita where for 7 years she was Head of IR Services, than latterly Managing Director of their IR Services business.  Previously Alison managed the UK Client reporting team at Dresdner Kleinwort Wasserstein, specialising in shareholder analytics for UK large/mid cap companies. Alison has a French and German Languages degree from Kingston University and started her career as a translator before working in investor relations for a mining company in Canada.  She was appointed to the IR Society Board in 2014 and is responsible for chairing the Membership Committee.

Guest speaker: Douglas Radcliffe

Group Investor Relations Director - Lloyds Banking Group

Group Investor Relations Director - Lloyds Banking Group

Douglas heads up the Investor Relations team at Lloyds Banking Group having been a senior member of the team at Lloyds Bank and subsequently Lloyds Banking Group for the last ten years. 

During this time he has been involved in all the normal Investor Relations activities including the development of the investment proposition, briefing of institutional investors and the development and production of corporate results and announcements.  In addition he has been integrally involved in all the corporate actions and transactions undertaken by the Group during this period including the acquisition of HBOS, the capital raisings and the various business disposals.

Prior to joining the Investor Relations team Douglas held management positions within Group Strategy, Group Risk and Private Banking having initially joined Lloyds Bank on the graduate development programme.

Douglas is also a Board member of the IR Society

Programme

  • Introduction and warm up
  • What is meant by leadership: review of the theory
  • Understanding your personal style
  • How to apply your style to lead and influence
  • Understanding the leadership skills a board is looking for: advice from a senior head hunter
  • Practical advice on leading a best practice IR function: from those who are doing it
  • What next: creating your own action/ development plan
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Course level

Core courses

Location

Online

CPD points

40

Course dates

8 June 2021
9.00am to 4.30pm

12 October 2021
9.00am to 4.30pm

19 October 2026
9.00am to 4.30pm

  • IR Society members (£898 + VAT, for both modules)
    £1077.6
  • IR Society Premium members (course allowance included in membership package)
    £0
  • Non-members (£1198 + VAT, for both modules)
    £1437.6
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Course level

Core courses

Location

Online

CPD points

40 per day

Course dates

9 March 2021
9.00am to 4.30pm

23 June 2021
9.00am to 4.30pm

10 November 2021
9.00am to 4.30pm

  • IR Society members (£898 + VAT, for both modules)
    £1077.60
  • IR Society Premium members (course allowance included in membership package)
    £0
  • Non-members (£1198 + VAT, for both modules)
    £1437.60
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Course level

Certificate in IR (CIR)

Location

Online

Course dates

27 April 2021
9.15am to 4.30pm

15 June 2021
9.15am to 4.30pm

23 September 2021
9.15am to 4.30pm

23 November 2021
9.15am to 4.30pm

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Course level

Core courses

Location

Online

CPD points

40

Course dates

17 March 2021
9.00am to 4.30pm

17 June 2021
9.00am to 4.30pm

7 September 2021
9.00am to 4.30pm

8 December 2021
9.00am to 4.30pm

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Course level

Specialist courses

Location

Online

CPD points

40

Course dates

13 July 2021
9.00am to 4.30pm

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Course level

Core courses

Location

Online

CPD points

20

Course dates

11 May 2021
9.00am to 1.30pm

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Course level

Advanced courses

Location

Online

CPD points

20

Course dates

22 April 2021
9.00am to 1.30pm

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Course level

Core courses

Location

Online

CPD points

20

Course dates

12 May 2021
9.30am to 1.00pm

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Course level

Specialist courses

Location

Online

Course dates

8 June 2021
9.00am to 1.00pm

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Course level

Specialist courses

Location

Online

CPD points

40

Course dates

15 September 2021
9.00am to 5.00pm

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Course level

Advanced courses

Location

Online

CPD points

20

Course dates

24 March 2021
9.00am to 1.00pm

21 July 2021
9.00am to 1.00pm

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Course level

Core courses

Location

Online

CPD points

40 per day

Course dates

10 March 2021
9.00am to 4.30pm

24 June 2021
9.00am to 4.30pm

11 November 2021
9.00am to 4.30pm

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Course level

Core courses

Location

Online

CPD points

40

Course dates

9 June 2021
9.00am to 4.30pm

13 October 2021
9.00am to 4.30pm

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Course level

Core courses

Location

Online

Course dates

20 May 2021
9.00am to 1.00pm

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Course level

Core courses

Location

Online

Course dates

20 May 2021
2.30pm to 5.00pm

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Course level

Core courses

Location

Online

CPD points

20

Course dates

10 June 2021
9.30am to 1.30pm

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Course level

Core courses

Location

Online

CPD points

20

Course dates

7 July 2021
9.00am to 12.30pm

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Course level

Core courses

Location

Online

Course dates

15 July 2021
9.00am to 4.30pm

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Course level

Advanced courses

Location

Online

Course dates

6 September 2021
9.00am to 4.30pm

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Save the date! The IR Society’s 2021 Conference & Festival of IR, 12 - 18th June 2021. A five-day programme of semi… twitter.com/i/web/status/1…

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