Investor Relations: Ask Me Anything

This new event format from the Investor Relations Society will provide a great opportunity to hear from, learn and most importantly, ask questions to a panel of IR and corporate experts outside of the constraints of a particular topic. 

Whether you are working on a specific project, have results coming up, or are simply looking for practical advice or a different perspective on a particular issue, this panel hosts a wide variety of expertise in investor relations along with broking and corporate access.

Hear from these experts in a facilitated panel discussion beginning with an introduction from each of the panellists sharing what they do and their experience before opening the floor to questions including those submitted in advance. It is intended to be a varied, discussion led conversation, covering the variety of topics found across your day to day roles. 

There will be a dedicated half an hour following the discussion for networking, as well as during the arrival. 

Agenda

15:00 - 15:30: Arrival, registration and networking 

15:30 - 16:30: Ask Me Anything - Panel discussion and Q&A

16:30 - 17:00: Networking 

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
  • An overview of UK Listing rules: IPOs, Prospectus, Secondary listings, M&A, etc.
  • An understanding of stock exchange obligations

Who should attend?

  • CIR candidates
  • New and experienced IROs
  • Corporate communications and financial PR professionals 
  • Company secretaries involved in IR activities will also benefit from this course

"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

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.

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

Module One

  • 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

Module Two

  • ​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

What will I gain?

By attending this course, you will gain

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

Who should attend?

  • CIR candidates 
  • IROs with no formal accountancy training, yet have a basic understanding
  • Those wanting to understand in more depth how financial analysts and investors assess companies 

"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

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

Module One

  • Introduction
  • The Accounting Foundations - what is financial information?
  • The components of a balance sheet
  • The components of a Profit and Loss Account
  • Cashflow statements

Module Two

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

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

"The course was thoroughly enjoyable. It was highly engaging, informative and very well-presented. It was a great introduction to investor relations, listed companies and the financial markets in which they operate" - December 2021

"It was hugely insightful and informative and feel like I've taken away a lot of knowledge and insight that I'll be able to apply in my day to day job" - December 2021

"I really liked the fact that Deborah made the course so easy to follow. It is not easy to conduct remote sessions, in fact this was the first training I attended remotely. Thank you for organising the break out room activities" - December 2021

Course tutor: Deborah Morton-Dare

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

Course tutor: Deborah Morton-Dare

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 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

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

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

Course tutor: Deborah Morton-Dare

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: Helen Parris

Independent

Independent

Helen Parris was formerly Director of Investor Relations at G4S responsible for the Group’s communication with the investment community, providing stock market analysts and shareholders with quality information on a timely basis so the Group can be assessed and valued appropriately by the market. Helen has been voted top IR professional in the Institutional Investor and Extel Pan European Awards for the Support and Business Services Sector. She is a trustee of the G4S plc £2.3bn pension fund.

Helen has 30 years of City experience, covering fund management, investor relations (for media, security and oil and gas companies) and stock-broking. Prior to G4S, Helen was Investor Relations Manager at BG Group, the FTSE 100 oil and gas company. Helen has a BSc in Accounting and Financial Analysis from Warwick University and is a Member of the Society of Investment Analysts.

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

Enjoyed the session. Discussion-based format is very useful. Good IR background and viewpoint from practitioners

Very interesting. I enjoyed the discussion around target investors and perception studies

Very good course. All questions met and content varied from basic to advanced

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 Investor Relations?

The role of an IRO and what makes a successful IR team

IR yearly activities

Tools for IR

Investor Communications

Understanding your shareholders and their investment styles

Conclusion and sandwich lunch
 

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

  • Knowledge of key forecast metrics such as: EBITDA, EBIT, 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 were covered in one day."

"The course was engaging and useful, pitched at the right level. An excellent tutor too, and the exercises and materials provided were great - both to guide the course itself, keeping it practical and also for future reference."

"Good session. Very well presented and exercises are very to the point and helpful."

Course tutor: James Gilpin

James has been a financial trainer for over 10 years with extensive investment banking and financial training experience. He provides training to graduates and banking professionals in the areas of accounting, corporate finance, capital markets, derivatives, valuation, M&A and financial modelling

After graduating from Cambridge University, James began his career with Arthur Andersen. He later joined HSBC Investment Bank and worked in the Corporate Finance and Advisory Division, assisting in origination and execution of mergers and acquisitions (M&A) and corporate finance transactions. Following HSBC, James joined Merill Lynch International. Here he worked in the Investment Banking Division on such matters as takeovers, equity and debt issues, capital structure analysis and corporate risk management.

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."

"Interesting overview of SRI landscape / trends. Also interesting to hear new SRI content."

"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 and 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?

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

"Very informative overview with the right level of interaction."

Course tutor: Kenneth Lee

Associate Professorial Lecturer at the London School of Economics

Associate Professorial Lecturer at the London School of Economics

Kenneth is an Associate Professorial Lecturer at the London School of Economics where he lectures on financial analysis and equity valuation. 
Before academia Kenneth was a Managing Director & Head of European Equity Research at Barclays Capital, where he worked for 8 years before leaving in August 2017 to take up a number of academic positions. Prior to this he was also a Managing Director and a ranked accounting and valuation analyst at Citi Investment Research in London. During this time Kenneth published extensively on accounting and valuation topics for investors and was ranked in the top 3 in the Institutional Investor Survey over more than a continuous 10-year period.
He holds a doctorate from Aston Business School, a Fellow of the Institute of Chartered Accountants, a member of the Institute of Taxation and a CFA Charterholder.  He is the co-author of Financial Statement Analysis under IFRS (2018, 6th Ed.) and Company Valuation under IFRS (2020, 3rd ed.).

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

"I found the course worthwhile and am pleased I attended. It was a welcome opportunity to take some time away from the day job to consider leadership in the context of IR, with individuals in similar roles. I found the conversation with the speakers, facilitated by Sue, useful and enjoyed the panel session in particular."

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).

Programme

  • Introduction
  • 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

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 do's 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
  • 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
  • Own material, resource swaps, ideas and next steps
  • Summary and evaluation
Book now

Course level

Core courses

Location

London

CPD points

40

Course dates

14 June 2022
9.00am to 4.30pm

15 June 2022
9.00am to 4.30pm

  • IR Society members (£990 + VAT, for both modules)
    £1188.00
  • IR Society Premium members (course allowance included in membership package)
    £0
  • Non-members (£1318 + VAT, for both modules)
    £1581.60
Book now

Register interest

Discounts for multiple bookings
We offer a 10% discount on course fees when booking two professional development courses, and 20% when you book three or more.
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Course level

Core courses

Location

London

CPD points

40 per day

Course dates

3 August 2022
9.00am to 4.30pm

  • IR Society members (£990 + VAT, for both modules)
    £1188.00
  • IR Society Premium members (course allowance included in membership package)
    £0
  • Non-members (£1318 + VAT, for both modules)
    £1581.60
Book now

Register interest

Discounts for multiple bookings
We offer a 10% discount on course fees when booking two professional development courses, and 20% when you book three or more.

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Course level

Core courses

Location

London

CPD points

40

Course dates

9 June 2022
9.00am to 4.30pm

13 September 2022
9.00am to 4.30pm

2 November 2022
9.00am to 4.30pm

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Discounts for multiple bookings
We offer a 10% discount on course fees when booking two professional development courses, and 20% when you book three or more.

Book now

Course level

Certificate in IR (CIR)

Location

London

Course dates

22 June 2022
9.00am to 4.30pm

21 July 2022
9.00am to 4.30pm

21 September 2022
9.00am to 4.30pm

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Register interest

Discounts for multiple bookings
We offer a 10% discount on course fees when booking two professional development courses, and 20% when you book three or more.

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Course level

Specialist courses

Location

Online

CPD points

40

Course dates

6 October 2022
9.00am to 4.30pm

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Discounts for multiple bookings
We offer a 10% discount on course fees when booking two professional development courses, and 20% when you book three or more.

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Course level

Core courses

Location

Online

CPD points

20

Course dates

11 July 2022
9.00am to 1.00pm

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Discounts for multiple bookings
We offer a 10% discount on course fees when booking two professional development courses, and 20% when you book three or more.

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Course level

Core courses

Location

London

CPD points

20

Course dates

26 September 2022
9.30am to 1.30pm

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Discounts for multiple bookings
We offer a 10% discount on course fees when booking two professional development courses, and 20% when you book three or more.

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Course level

Specialist courses

Course dates

27 June 2022
9.30am to 1.30pm

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Discounts for multiple bookings
We offer a 10% discount on course fees when booking two professional development courses, and 20% when you book three or more.

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Course level

Specialist courses

Location

London

CPD points

40

Course dates

7 December 2022
9.00am to 4.30pm

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Discounts for multiple bookings
We offer a 10% discount on course fees when booking two professional development courses, and 20% when you book three or more.

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Course level

Advanced courses

Location

Online

CPD points

20

Course dates

8 September 2022
9.00am to 1.00pm

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Discounts for multiple bookings
We offer a 10% discount on course fees when booking two professional development courses, and 20% when you book three or more.

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Course level

Core courses

CPD points

20

Course dates

27 May 2022
9.00am to 1.00pm

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Discounts for multiple bookings
We offer a 10% discount on course fees when booking two professional development courses, and 20% when you book three or more.

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Course level

Advanced courses

Location

London

Course dates

15 September 2022
9.00am to 4.30pm

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Discounts for multiple bookings
We offer a 10% discount on course fees when booking two professional development courses, and 20% when you book three or more.

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Course level

Core courses

Location

Online

Course dates

20 October 2022
9.00am to 4.30pm

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Register interest

Discounts for multiple bookings
We offer a 10% discount on course fees when booking two professional development courses, and 20% when you book three or more.

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