IR for Assistants and Coordinators

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Personal and executive assistants in all areas of business but with an overlap to IR teams, or support staff who come into contact with investors, analysts and external advisers, need to understand the role of IR. This course will explain the financial jargon and provide delegates with an opportunity to network with others in similar roles. We also have a speaker at the end of the session for a Q&A slot, bringing their own senior support role experience to life.

Who is this course for?

• PAs and EAs to chairman, chief executives, finance directors and investor relations directors (not just in IR teams)
• Adminstrative staff who deal with investors or external advisers 

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

When and where is this course running?

2025: In-Person, City of London

• Tuesday 04 March 2025 (09:30 - 16:30)

2025: In-Person, City of London

• Tuesday 23 September 2025 (09:30 - 16:30)

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 to Investor Relations
• An overview of financial markets
• Practical tips for creating value in your role
• Facilitating the investor relations calendar

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