IR Webinar: CSRD is here. Are you ready?
The guidance provided by EFRAG on CSRD reporting has been confusing and vague. To help companies navigate the complexity, the experts at Luminous have analysed 19 early adopters to help address and provide sustainability professionals with tools they need to develop a rigorous approach to reporting.
This webinar will help to provide clarity on CSRD and explore the key findings from Luminous' comprehensive review, including:
- How do I apply the guidance provided by EFRAG?
- What makes for a good sustainability statement?
- What are some tips for moving my reporting further into compliance?
- What challenges might I face when preparing to report to CSRD?
- Best practice examples
There will be an opportunity for Q&A.
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
- 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
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.
Guest speaker: Holly Gillis
Head of Investor Relations - Diploma
Holly is Head of IR at Diploma plc. Prior to that she was a Senior Director at leading financial and corporate communications consultancy, Citigate Dewe Rogerson (CDR). Before joining CDR in 2021, Holly gained over 15 years of experience in in-house finance, corporate communications and investor relations roles in the high-profile UK public transport sector. In her most recent role – Head of IR at The Go-Ahead Group plc – Holly was a member of the leadership team and was a trusted advisor to the Board and Executive Management.
Having held an in-house Head of IR role throughout the COVID-19 pandemic, Holly is experienced in crisis management and stakeholder engagement. She is skilled in simplifying complex concepts into digestible messaging with consideration for multiple audiences.
An active member of the Investor Relations Society, Holly is co-chair of the Education Committee, having previously been a member of the Society’s Best Practice Committee. She completed the IR Society’s prestigious DELIVER programme in early 2021.
Holly is an ACCA qualified accountant and has a BSc in Psychology.
Programme
- 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.
Programme
To run through keys sections of the study guide
Section 3 : Corporate Entities and Corporate Governance
Section 4 : Market Conduct
Section 5 : Reporting
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
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
- 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
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
Course tutor: Professor Ken Lee
Director of postgraduate taught programmes at Loughborough Business School
Kenneth is a Professor in the Accounting and Finance research group of Loughborough Business school and the Director of Postgraduate Taught programmes. Prior to this he was an Associate Professorial Lecturer at the London School of Economics and Political Science. He is a member of the Capital Markets Advisory Committee (CMAC), a body supported by the IFRS Foundation, which interprets proposed accounting changes from the perspective of capital market participants.
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.
He holds a doctorate from Aston Business School, is 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.), Company Valuation under IFRS (2020, 3rd ed.) and The Valuation Book (2024, Harriman House). He has published in a number of academic journals including Contemporary Accounting research, European Accounting Review and The British Accounting Review.
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).
Course tutor: Professor Ken Lee
Director of postgraduate taught programmes at Loughborough Business School
Kenneth is a Professor in the Accounting and Finance research group of Loughborough Business school and the Director of Postgraduate Taught programmes. Prior to this he was an Associate Professorial Lecturer at the London School of Economics and Political Science. He is a member of the Capital Markets Advisory Committee (CMAC), a body supported by the IFRS Foundation, which interprets proposed accounting changes from the perspective of capital market participants.
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.
He holds a doctorate from Aston Business School, is 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.), Company Valuation under IFRS (2020, 3rd ed.) and The Valuation Book (2024, Harriman House). He has published in a number of academic journals including Contemporary Accounting research, European Accounting Review and The British Accounting Review.
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: 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
Course tutor: Professor Ken Lee
Director of postgraduate taught programmes at Loughborough Business School
Kenneth is a Professor in the Accounting and Finance research group of Loughborough Business school and the Director of Postgraduate Taught programmes. Prior to this he was an Associate Professorial Lecturer at the London School of Economics and Political Science. He is a member of the Capital Markets Advisory Committee (CMAC), a body supported by the IFRS Foundation, which interprets proposed accounting changes from the perspective of capital market participants.
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.
He holds a doctorate from Aston Business School, is 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.), Company Valuation under IFRS (2020, 3rd ed.) and The Valuation Book (2024, Harriman House). He has published in a number of academic journals including Contemporary Accounting research, European Accounting Review and The British Accounting Review.
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).
Course tutor: Sallie Pilot
Senior Advisor, The Investor Forum
Sallie is an experienced executive director and communications professional with deep expertise in company-investor relations, corporate disclosure and stakeholder engagement. She combines strategic and practical experience with a solid understanding of corporate governance and stewardship, ESG and sustainability, and financial and non-financial reporting.
Currently, Sallie is a senior advisor to The Investor Forum, a not-for-profit, practitioner-led membership organisation, set up by institutional investors in UK Equities focused on positioning stewardship at the heart of investment decision-making. There she leading on an initiative to improve dialogue between Boards and Investors and encourage a more meaningful debate on long term value creation, laying the groundwork for the evolution of the Investor Forum to the Investor and Issuer Forum
She is an Advisory Panel and Stakeholder Insight Group Member of the FRC, Communications Group Member of the Accounting for Sustainability (A4S), and fellow of the Investor Relations Society. Until recently she was an owner and Executive Director of Black Sun plc a Stakeholder Communications Business where she ran a global advisory and research team, of Investor, ESG, Sustainability, and Communications specialists to deliver a more holistic view of corporate performance.
Programme
- Introduction and course objectives
- Telling the strategic story
- Integrated reporting
- Online reporting – an update on trends and new technology
- A best practice review
- Course Summary and Q&A
Course level
Core courses
Course dates
15 January 2025
9.30am
to 4.30pm
15 April 2025
9.30am
to 4.30pm
26 August 2025
9.30am
to 4.30pm
28 October 2025
9.30am
to 4.30pm
10 December 2025
9.30am
to 4.30pm
- IR Society members (£620 + VAT)
£744 - IR Society Premium members (course allowance included in membership package)
£0 - Non-members (£860 + VAT)
£1,032
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.Course level
Core courses
Course dates
14 January 2025
9.30am
to 4.30pm
18 February 2025
9.30am
to 4.30pm
9 April 2025
9.30am
to 4.30pm
19 August 2025
9.30am
to 4.30pm
13 October 2025
9.30am
to 4.30pm
2 December 2025
9.30am
to 4.30pm
- IR Society members (£620 + VAT)
£744 - IR Society Premium members (course allowance included in membership package)
£0 - Non-members (£860 + VAT)
£1032