2017 Annual Conference Program
June 11-13, 2017
Brilliant IR: Bringing Clarity and Value to Investor Relations
Delta Grand Okanagan Resort
Additional speakers and sponsored sessions will be announced as they are confirmed. Visit this section often for the most up-to-date Conference program.
Sunday, June 11
7:00am 21st Annual Golf Tournament
9:30am Private Fishing Charter
9:30am Kettle Valley Bike Tour
9:30am East Bench Wine and Cheese Tour
3:30pm The Power of Networking
Networking is a key reason for attending CIRI’s Annual Conference and for being a member of CIRI. This session will teach you how to effectively network. You will be provided with information and tools to make the most of this prime networking event. Be sure to read our pre-conference article and participate in our pre-conference webcast to jump-start your networking efforts.
Peter Wright, President, The Planning Group
4:30pm Securing Your Earnings: Mitigating Risk During the Earnings Process
Business Wire Sponsored Session
Are you aware of the unknown and hidden risks that companies face during the quarterly earnings process? Hear about the most common mishaps including versioning errors, social attacks and news scraping bots, and what companies can do to defend themselves. Learn what questions you should be asking and what technologies are available to mitigate these risks.
Michael Becker, Executive Vice President, International Business Strategy, Business Wire
Ross McKee, Partner, Blake Cassels & Graydon LLP
Adam Rogers, Director, Investor Relations, Workiva Inc.
5:30pm Conference Kick-Off Cocktails
Monday, June 12
7:00am Registration / Breakfast with Exhibitors
8:15am Welcome & Opening Remarks
8:30am Silver Wheaton: A Constant in Canadian Mining
As one of the largest pure precious metals streaming companies in the world, Silver Wheaton has consistently executed on their successful business model, making them stand out in the industry and creating significant shareholder value. Randy Smallwood, President and CEO, will talk about Silver Wheaton’s success, how it has been achieved, his views on the IR function and how IR contributes to the success of the organization.
Randy Smallwood, President & CEO, Silver Wheaton
9:30am Breakout Sessions (select one)
Option #1 The Changing Investor Landscape
The capital markets aren’t what they used to be. Investor behaviour and expectations have changed, causing significant shifts in how investments are being managed. Whether it’s the switch to passively managed investments over actively managed ones or millennials who are driving demand for socially responsible investments, IROs need to be aware of
this evolving audience and their needs. Learn about these and other trends that are impacting your investor landscape.
Option #2 Is it Time to Move to a Virtual AGM?
Jing Huang, Vice President, Global Equity Products, BMO Capital Markets
Virtual AGMs are a growing alternative to traditional AGMs south of the border. So why are no Canadian issuers hosting them? Hear about the legal and technical issues that are impacting the Canadian environment, what is being done to address them and gain insights from the U.S. experience.
Maximillian Marcy, Director, Investor Relations & International Finance, H.B. Fuller Company
Ross McKee, Partner, Blake Cassels & Graydon LLP
Option #3 Elevate Your Earnings Game: Best Practices to Differentiate Your Company Earnings Season
Sponsored by Corbin Advisors
Four times a year, you and your management team run hard to ensure a smooth announcement and call. The effort that goes into producing the press release and prepared remarks – impactful and broadly consumed content – is no small feat. But are your process and earnings materials effective? Are you fully utilizing this critical platform to positively differentiate your company? Hear industry-leading research from the IRO and investor perspectives. Leave this interactive session with valuable strategies and tips to improve your earnings approach and materials.
Rebecca Corbin, Founder & CEO, Corbin Advisors
Yvette Lokker, President & CEO, CIRI
10:30am Break with Exhibitors
11:00am In Conversation with the Street
Sponsored by Scotiabank
Analysts and institutional investors play a vital role in an IROs success and you in theirs. Hear from the buy-side and sell-sides as they share insights on the current state of Canadian capital markets, what drives their investment decisions; their views on disclosure topics such as guidance, ESG and more; and what they expect from IROs. You will leave this session with tips on how you can enhance your relationship with the Street.
12:00pm Awards Ceremony & Lunch
Sponsored by Nasdaq Corporate Solutions
2:00pm Breakout Sessions (select one)
Option #1 Bringing Clarity to Your Messaging
Communicating your story to the Street in a clear and effective manner is vital for all issuers. Join Michael Sider, faculty member of the CIRI/Ivey IR Certification Program, as he takes you through the essentials of effective writing, including how to develop and deliver compelling messages in plain language, and what makes any piece of communication effective.
Michael Sider, Assistant Professor, Management Communications, Ivey Business School
Option #2 Strategic IR: Being a Trusted Board Advisor
IROs gather intelligence from the Street, analyze that information and use it to provide strategic insights to their management teams and Boards. In turn, this has earned many IROs the opportunity to interact more closely with their Boards. Hear from both sides – a Director and IROs – on what insight they expect and provide.
Rhylin Bailie, Vice President, Communications & Investor Relations, Luna Gold Corp.
Brian Ector, Senior Vice President, Capital Markets & Public Affairs, Baytex Energy Corp.
Tracey McVicar, Managing Partner, CAI Capital Management Co. & Director, Teck Resources
Option #3 Keys to Marketing Success
Marketing is a cornerstone of every effective IR program. While every IRO does it, what does it take to be successful? Hear from seasoned IROs who develop and execute robust marketing programs that support their IR objectives. Walk away with strategies and tips from these well-travelled IROs so that you can enhance the effectiveness of your marketing efforts regardless of the resources available to you.
Camilla Bartosiewicz, Vice President, Investor Relations, Altus Group Limited
Lori Rozali, CPIR, Investor Relations Manager, Teck Resources
3:00pm Break with Exhibitors
3:30pm The Anatomy of Brilliance
From an athlete, an entrepreneur to an IRO, brilliance leaves a trail of clues, traits, habits and perspectives. All we need to do is identify them, and apply them to our own daily lives. We will pull back the curtain on how we can tap into our own unique source of brilliance to feel radiant as individuals, so that we, in turn, can be fully radiant as professionals. Walk away with strategies for how you can think beyond the job description in order to radiate, innovate, and truly shine.
Mary-Jo Dionne, Mary-Jo Dionne Productions
6:00pm It's our 30th Cocktail Party with Exhibitors
7:30pm Diamond Dinner and Dance
Tuesday, June 13
7:30am Breakfast with Exhibitors
8:00am CIRI National Annual General Meeting
8:30am Today’s Economy – What to Expect for 2017
Sponsored by TD Bank Group
The global economic outlook for 2017 is uncertain given recent changes south of the border. As IROs, you need to stay on top of the shifts in economic conditions and how they may impact your organization. Join Chris Lawless, Chief Economist at bcIMC, as he tells you what to expect for the remainder of the year and how it will impact your organization now and in the long term.
Chris Lawless, Chief Economist, bcIMC
9:30am Breakout Sessions (select one)
Option #1 Navigating Proxy Season
IROs strive to be prepared as they head into proxy season. But what if everything doesn’t go as planned? IROs who have faced unique challenges with different outcomes will share their strategies for before, during and after proxy season. Learn what you can do in advance of your AGM to ensure a smooth vote.
Geoff Barsky, Managing Director, Mergers & Acquisitions, BMO Capital Markets
Wendy King, Vice President, Legal, Risk & Governance, Capstone Mining Corp.
Dale Noseworthy, Chief Financial Officer, Killam Apartment REIT
Option #2 Trends in IR Communications
Sponsored by Blender Media
IROs are constantly looking for better ways to communicate with shareholders. We will examine some of these communications that are being leveraged by IROs to enhance the more traditional forms of communication. Hear from IROs as they discuss the elements of an effective IR website, the increased use of video and the use of infographics.
Arash Adnani, President, Blender Media
Jonathan Hackshaw, Director, Investor Relations & Communications, Information Services Corporation
Erin O’Toole, Senior Stakeholder Relationship Specialist, NOVAGOLD Resources Inc.
Option #3 What's Going on With My Stock?
Sponsored by TMX Group Ltd.
The advances in technology and investing strategies have made it difficult for an IRO to fully understand their company’s complex trading activity. Despite this, it is their job to know. Take a closer look at EFTs, derivatives, high frequency trading and other trading strategies with those who know best – traders. Learn why and when investors use various exchanges and how IROs can keep track of it all.
Arne Gulstene, Regional Head, TSX Company Services
George Polyzois, Director, CIBC World Markets
10:30am Break & Prize Draws with Exhibitors
11:15am Breakout Sessions (select one)
Option #1 Social Media: Should I Care?
Sponsored by CNW Group
The use of social media in the IR space is not a new concept. However, after several years of debate, many IROs are still questioning whether they should care about incorporating it into their IR program. This session will explore the benefits of using social media through three IRO lenses: those who monitor social media platforms; those who use it to push content out; and those who use it to engage with investors.
Option #2 Responsible Investing: The Impact of CSR on Investment Decisions
Sponsored by Donnelley Financial Solutions
Growth of corporate social responsibility (CSR) investment strategies and a strong international push for more disclosure has made CSR a greater focus for issuers. Learn about CSR trends, who is driving them, how investors and research firms use CSR information in their investment decisions and how and why IROs can leverage CSR efforts to expand their shareholder base.
John Truzzolino, Managing Director, Global Compliance Services, Donnelley Financial Solutions
Option #3 Shining a Spotlight on Non-GAAP Measures
Michelle de Cordova, Director, Corporate Engagement & Public Policy, NEI Investments
Jason Milne, Vice President, Corporate Governance & Responsible Investment, RBC Global Asset Management
Brian Newmarch, Vice President, Capital Markets, Seven Generations Energy, Ltd.
Non-GAAP measures have received increased regulatory and market attention due to concerns that they may be misleading to investors. Hear straight from the Ontario Securities Commission on the types of disclosure that cause concern, the disclosure that must accompany non-GAAP measures and how they are monitoring operational results for compliance.
Cameron McInnis, Chief Accountant, Ontario Securities Commission
Richard Talbot, Board Director, CFA Society Toronto
12:15pm Power Lunch: M&A & IR: Learning From the Pros
Wondering how to communicate with investors and analysts in the event of an M&A? Curious about how senior IROs have successfully navigated these high-stake transactions? We will examine the role of IR in M&As, the importance of messaging throughout the transaction and how to develop an IR strategy for success.
Janet Craig, Vice President, Investor Relations, Fortis Inc.
Richard Downey, Vice President, Corporate & Investor Relations, Agrium Inc.
1:45pm Closing Remarks
***Sessions are subject to change