Strategic Investor Relations Management

Course Overview Investor confidence is a major challenge for any listed company in as well the good as the bad times. The key process to develop a homogenous shareholder base takes the company around the basics of good corporate governance. To establish the investment proposition a company presents through strategic IR preparations combined with an effective Investor Targeting plan can solve most of the issues. But the IR job is not accomplished before the message get across through a tailor-made communications strategy with a combination of conventional and online IR solutions. First after these initial steps shall we be ready to build on that long-term shareholder base that through a continuing and consistent communication strategy shall make the investors comfortable about the company’s key value drivers. All packed in around the IR department key success criteria and taken to the next level of a sustainable IR performance measurement program – a practical tool conveniently prepared for direct implementation direct back at the office. Summary of course content Through practical cases with comprehensive hand-outs tailor-made for implementation back home, this three days IR Management course will provide participants with: Thorough introduction to all factual Investor Relations(IR) strategies Reason behinds why your company stock is undervalued Cutting-edge IR program to create strong value to shareholders Tools to equip your IR program to meet ever-changing challenges Maximize value and benefit from strategic Investor Relations Who should attend - TBC Supporting Publication
Day 1 What is Strategic Investor Relations? What does it aim to do for the company and its shareholders? Why is it important for the listed company to distinguish between PR and IR Why shall your iBank not act as your IR department? Determine your company’s investment proposition Create your IR-Platform: Work with Investor Perception and Peer-group Surveys as value drivers Create your IR Strategy: Deal with your Disclosure Content Guidelines incorporated in the company's Investor Relations Policy/Handbook and look into what is price sensitive information Workshop: Practical cases on how to establish a value creating IR department Identify and target your investor and analyst audience Many companies with great investment propositions are not properly valued by the market place. Major reasons: Lack of awareness and visibility of the company Solution: Learn how to be more proactive in the company's investor outreach program. Through interactive cases we mix the simple and advanced targeting tools that create most value for the company. Workshop: Develop your targeting plan with the use of shareholder ID material Investor and Analyst Targeting: How to organize an effective non-deal road show How to organize a proactive targeting program Practical guidance on why, where, with who and when a non-deal show should be organized The execution of the plan and the post-road show feedback / perception material for further targeting Workshop: Create a tailor-made investor presentation and prepare an elevator-pitch Your company goes public – and so what? Understand your audience for the IPO process What is it your investors and other financial stakeholders want from you Pre-IPO process from an IR perspective: IR during the launch and execution The importance of Investor Relations post-IPO The different kind of investors: The differential of audience, investor types and investment styles Q&A: The IPO process Day 2 Create your communication platform – deal with your Investor Relations toolbox Communication formats to tell a consistent story that demonstrate the company’s capability to grow faster Pack the investment story together in an investor relations kit Prepare for the investor marketing plan IR toolbox: Company's financial reports with Online IR and Corporate Communications solutions for IR websites with best practice IR tools Workshop: Interactive cases with hands-on detailed planning of the company’s tailor-made IR communications strategy. Learn to establish a platform for different IR tools, prepare for the company’s new social media strategy, and work with new IR technologies Build relationships and maintain communication What are your company's competitive advantages? How to create relationships and maintain communication Getting ready to the next and final step toward achieving success in the company's investor relations program: Secure a meeting with the right investor Why the investor should invest in your company: Value drivers and the investment process Why information reduces risk Workshop: Define your key value drivers: Prepare a 6 statements for why shall we buy your share – the investment assessment and valuation process Optimising your Investor Relations Program The key elements in your plan to professionalise your IR Program by "optimising" What are your goals? How do you meet them? Are they realistic? Develop your IR check list Workshop: Create your targets for what to optimize and why? IR Success Criteria and Performance Measurement of your IR-Activities Raising the "IR-bar" and look into the future of IR Measuring IR activities? Non-economic and economic impact Hard and soft factors Analyse the market behaviour to determine a Return on Investor Relations (ROIR) Critical success factors of Investor Relations Workshop: Tailor-making a scheme to measure your IR-performance. Learn how to use the scheme and how the content can have impact on IR strategy going forward Day 3 The Crises IR-Management Plan Risk Management – focus on Business Executives reactions and the impact on: A company's bottom line Customers The public Investor and Government relations Does your business have a clear crises management plan? Crises can take many forms, including but not limited to: The recent worldwide financial downturn Natural disasters Industrial accidents, and Environmental incidents Case Play: Environmental disaster and the impact on investor confidence Head of Investor Relations & Economic Social Governance (ESG) Institutional Social Responsible Investor (SRI) Crises: Not a matter of perhaps but when How to prepare and react Be pro-active Writing your crises communications plan What it should NOT be and How to get the time and / or budget Practical "take-away" Case-Material: Template for stakeholders "information distribution" Format Definition Simplicity Part and pieces in 4 steps Time spent on plan The crises "template" Prepare written statements Test the plan Budget and Time How to eat an elephant? Selection of Crises Topics Related to IR Crises simulation and training Crises planning Digital crises management Event management Government relations Influencer analysis and engagement Internal communications Investor communications Issue analysis and tracking Litigation communications Media management Rapid response Risk communications Risk and vulnerability assessment Workshop: Identify and prepare statements for area of specific risk and / or need a crises management situation Subjects for the Company to consider before the Crises strike • Create crises committee that can: Prepare materials – news releases, statements, Q&As, position papers, backgrounders, third-party testimony Serving as liaison with investors, partners and other constituencies Establish media relations, organise press conferences and media tours Select media training for key spokespersons Monitor media coverage, analyzing coverage and correcting mistakes Identify third-party influencers or spokespersons Establish and staffing hot lines Working with outside advisors – attorneys, investigators, insurance firms, etc. Develop employee communications materials Conducting research Transparency and Disclosure Ethics and Disclosure Management Concept of Disclosure and Balancing What is Price Sensitive Management Disclosure – simplified do’s and don’ts Role play: Insider trading Ethics for Investor Relations Professionals Corporate Governance & ESG in Investor Relations Key Aspects of the IRO position Dealing with the Board of Directors The Board’s Role in investor dialogue The Expanding Opportunities for IROs Out of the Background and into the Boardroom The IR Flash Report Workshop: Consensus material indicate potential collision course between the Board of Directors and its Shareholders, identify tools and techniques to prevent a crises Closing and Q&A