Message from the President & CEO

Dear CIRI Members,

Thank you for being a part of the CIRI community and supporting us as an organization through your membership in 2015. Your membership is important and enables CIRI to advance the practice of investor relations, the professional competency of our members and the stature of the profession.

It is our vision to be recognized as the Canadian IR authority, standard setter and resource, committed to enabling fair and efficient capital markets. Through your support in 2015, CIRI was able to bring us closer to realizing this vision. Here’s how.

2015 Progress Report

ADVOCATE: Be the IR voice in public policy by representing the views of our members

  • Meet with regulators/stakeholders to represent the IRO’s perspective on IR-relevant issues

  • Continued to meet with regulators and various stakeholders to advocate for greater transparency of share ownership
  • Launched semi-annual issues update webinars to keep members informed of IR-relevant issues and provide them with an opportunity to voice their opinions directly to the regulators/stakeholders
  • Respond to IR-related proposals
  • Submitted comments on the IR-relevant aspects of the Take-over Bid Regime and Ontario Business Corporations Act

EDUCATE: Keep members informed of IR issues, best practices and trends through high-quality professional development events and resources

Objectives:  Achievements:
  • Publish Issues Backgrounders/Issues Briefs

  • Published eight Issues Backgrounders/Issues Briefs keeping you up-to-date on regulatory challenges and changes
  • Deliver high-quality professional development programs for IROs across Canada

  • Hosted 46 professional development events between National and the Chapters, keeping you current on the changing role of IR and evolving capital markets
  • Delivered many of these events via live or archived webcast, including two free to members webinars, to make IR education available across Canada
  • Publish articles on IR issues and best practices in IR leader and IR focus
  • Published five issues of IR leader and five issues of IR focus, keeping you informed of the issues and best practices impacting IROs
  • Conduct meaningful IR research

  • Published CIRI’s IR Compensation & Responsibilities Survey and IR directions: Guidance Practices to keep you informed of trends and best practices
  •  Provide sample IR documents

  • Expanded the IR eLibrary with sample documents on media relations and crisis communications contributed by your IR peers

ELEVATE: Raise the stature of CIRI and the IR profession

Objective:  Achievements:
  • Elevate CIRI’s reputation among IR stakeholders

  • Developed relationships with stakeholders to increase the understanding of IR-related issues
  • As a result, CIRI is now being asked by various stakeholders to respond to requests for comments
  • Formed relationships with colleges/universities to increase awareness among students of CIRI and the IR profession
  • Build awareness of IR issues with the media
  • Increased media coverage in IR-relevant publications
  • Continue to build on the Certification Program while raising awareness of the CPIR designation among IR stakeholders
  • Awarded 15 CPIR designations this year, bringing the total member representation to 13%

ENGAGE: Involve members and other stakeholders in CIRI to build an engaged community

  • Actively involve members and other stakeholders in CIRI through various
    initiatives to build an engaged community and facilitate networking
  • Over 70 of you volunteered, representing 15% of our membership
  • 76 of you, plus other stakeholders, spoke at CIRI National events
  • 466 of you, plus other stakeholders, attended CIRI National events
  • Over 234 members participated in our surveys

FISCALLY RESPONSIBLE: Manage CIRI’s finances prudently in order to build and maintain sufficient capital to sustain CIRI through economic downturns and to support future growth

Objective: Achievements:
  • Carefully manage the finances of the organization in the current, challenging environment

  • Kept tight control over expenses to mitigate some of the shortfall in membership, advertising and donation revenue
  • Maintained solid cash reserves to support CIRI during challenging times

Where Do We Go From Here
We have achieved so much but there is more to come. In November, the CIRI Board will be developing a strategic plan for the organization taking into account our evolving environment. While our vision remains constant, how we achieve it may change. I look forward to updating you on the outcomes of our strategic planning session in the months to come.

In the meantime, I encourage you to renew you membership for 2016; to attend events to learn about IR best practices and trends; to leverage our expanding pool of resources to improve your IR program; and to take the time to network with your peers and learn from their experience.

Lastly, we feel it is important to support those who have supported us. We continue to offer a Transition Program, giving our members who are in job transition up to one year of complimentary membership. If you would like to learn more about this program, please contact me.



Yvette Lokker

President & CEO, CIRI

November 2015

Calendar of Events

  • Jun 2, 2016
    Ontario Chapter
    Confessions of Award-Winning CEO, CFO & IROs

    Event Details

  • Jun 12, 2016
    CIRI National
    2016 Annual Investor Relations Conference Optional Activities

    Event Details

  • Jun 12, 2016
    CIRI National
    CIRI's 2016 Annual Investor Relations Conference

    Event Details

  • Thank You To CIRI's 2010 National Strategic Partners
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