IR Webinar: Navigating ESG reporting requirements and investor expectations

UK companies are under an increasing amount of pressure to disclose ESG-related information from external stakeholders. There is a labyrinth of legislation and reporting frameworks with which companies are expected to comply, whether it is required by regulators (Taskforce Climate-related Financial Disclosures (TCFD)) or expected by investors (International Sustainability Standards Board (ISSB)).

To help navigate this complex landscape, this webinar will explore

  • The context and development of the UK’s Sustainability Disclosure Standards (SDS)
  • The importance of an effective Governance structure and how investors utilise stewardship and escalation as tools to manage ESG-related issues
  • How UK companies comply or explain vs best practice developments and engage with their shareholders
  • How other markets are approaching sustainability reporting, and its impact on AGMs

"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

"Excellent course, thoroughly enjoyed. Deborah was a fantastic facilitator and kept it interesting and engaging. Definitely taking away some suggestions for my team and for myself. Course materials were excellent and packs provided great" - March 2023

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

"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

"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: 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

"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

"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: Kenneth Lee

Director of Postgraduate Taught programmes at Loughborough Business School

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).

"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

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

Course tutor: Kenneth Lee

Director of Postgraduate Taught programmes at Loughborough Business School

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.).

"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
Book now

Course level

Core courses

Course dates

25 April 2024
9.30am to 4.30pm

26 June 2024
9.30am to 4.30pm

6 August 2024
9.30am to 4.30pm

26 September 2024
9.30am to 4.30pm

31 October 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)
    £1032
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.
Book now

Course level

Specialist courses

Course dates

5 March 2024
9.30am to 4.30pm

22 August 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
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.

Book now

Course level

Core courses

Course dates

8 March 2024
9.30am to 1.30pm

8 October 2024
9.30am to 1.30pm

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.

Book now

Course level

Specialist courses

Course dates

24 April 2024
9.30am to 1.30pm

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.

Book now

Course level

Specialist courses

Location

London

CPD points

40

Course dates

3 June 2024
9.00am to 4.30pm

5 December 2024
9.00am to 4.30pm

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.

Book now

Course level

Core courses

Course dates

11 April 2024
9.30am to 4.30pm

21 August 2024
9.30am to 4.30pm

14 November 2024
9.30am to 4.30pm

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.

Book now

Course level

Core courses

Course dates

22 March 2024
1.00pm to 4.30pm

11 July 2024
1.00pm to 4.30pm

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.

Book now

Course level

Core courses

Course dates

6 June 2024
9.30am to 4.30pm

7 November 2024
9.30am to 4.30pm

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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