IR Breakfast Briefing: Enhancing Investor-Company Dialogue
Join us for an insightful discussion where we'll explore the dynamic dialogue between (IROs) and investors.
The IR Society and the Investor Forum recently partnered to publish a comprehensive assessment of current relations between companies and investors ‘Shaping Tomorrow’s Dialogues: Bridging Gaps Between Companies and Investors.’
Our collaboration has highlighted the significance of fostering stronger, more cooperative partnerships and revitalising the dialogue between investors and companies. Investor relations thrives on meaningful interactions, where dialogue serves as the cornerstone of trust-building. Trust, in turn, lays the foundation for successful investor-company relationships.
Our partnership seeks to bring together investors and IROS to build genuine connections. We'll delve into the purpose and objectives of dialogue, distinguishing between engagements for information and those aimed at value creation. Together, we'll debunk myths, deliberate on best practices, and exchange invaluable insights and tips for both companies and investors.
Don't miss out on this opportunity to gain fresh perspectives, network with industry peers, and to positively enhance and revitalise investor-company dialogue.
Moderated by Sallie Pilot, Investor Forum, speakers include: Michael Stiasny, M&G and Andy Griffiths, Investor Forum
Agenda:
8:00-8:30am: Arrival, registration, networking.
8:30am: Welcome, panel discussion and Q&A
9:30-45am: Coffee & networking
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.
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
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
- 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: Kenneth 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, for 5 years. 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. 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.).
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: 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
- 10 principles for getting your message scross
- How to select the best words and avoid the worst ones – Exercise 1
- How to select the best words and avoid the worst ones – Exercise 2
- Moving with the times – how to keep pace with changing language in a variety of media
- Analysing your own material
- Summary and evaluation
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
Course tutor: Kenneth 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, for 5 years. 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. 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.).
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
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 level
Core courses
Course dates
5 June 2024
9.30am
to 4.30pm
7 August 2024
9.30am
to 4.30pm
6 November 2024
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
20 August 2024
9.30am
to 4.30pm
13 November 2024
9.30am
to 4.30pm
- IR Society members (£1,240 + VAT, Module One and Module Two)
£1,488 - IR Society members (£620 + VAT, Module One only)
£744 - IR Society Premium members (course allowance included in membership package, one licence per Module)
£0 - Non-members (£1,720 + VAT, Module One and Module Two)
£2,064 - Non-members (£860 + VAT, Module One only)
£1,032