ESG Series: Risk & Reward: Managing the Challenges of the New Normal

More details and speakers to follow.

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

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

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

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

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?

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!"

Course tutor: Deborah Morton-Dare

Independent

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?

The ability to review an integrated set of P&L, Balance Sheet and Cash Flow forecasts
Knowledge 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 were covered in one day."

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?

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

Programme

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

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Course level

Core courses

Location

Online

CPD points

40 per day

Course dates

3 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

Book now

Course level

Certificate in IR (CIR)

Location

Online

Course dates

23 November 2021
9.00am to 4.30pm

7 December 2021
9.00am to 4.30pm

IR Society members (£449 + VAT)
£538.80
IR Society members - outside UK (£449)
£449
Non-members (£599 + VAT)
£718.80
Non-members - outside UK (£599)
£599

Book now