2017 Essentials of Investor Relations Program

September 11-12, 2017
TMX Broadcast Centre
Toronto, Ontario

Speakers will be announced as they are confirmed. Visit this section for the most up-to-date program information.


Monday, September 11, 2017

7:30 AM     Registration and Breakfast with Exhibitors

8:15 AM     Welcome and Opening Remarks

8:30 AM     The Role of IR Today  

The investor relations profession is challenging, constantly evolving and often very rewarding. Join a senior IRO for an interactive discussion, as they describes a day in the life of an IRO and shares with you insights on what has contributed to their success in the field of investor relations over the years.

9:30AM     Understanding and Financial Statements
Speaker: Rick Robertson, Professor Emeritus, Ivey Business School

Trying to make sense of your company’s financial statements? This session introduces you to the financial statements prepared by your organization and key financial reporting concepts. IROs will also learn about metrics used by analysts to evaluate financial performance.

10:45 AM    Meet the Service Providers

11:00 AM    Break with Exhibitors

11:30 AM    Analyzing Financial Statements
Speaker: Rick Robertson, Professor Emeritus, Ivey Business School

With an understanding of what your company's financial statements consist of and how they function, this session will go one step further and introduce IROs to metrics used by analysts to evaluate financial performance.

12:30 PM    Lunch Session - Building External Relationships

IROs interact with a wide rage of external stakeholders, such as equity research analysts, institutional and retail investors, traders and many others. This session will also provide with you with tips on how to build strong relationships with external stakeholders and how you can leverage these relationships to gain IR intelligence and strengthen your IR program.

2:00 PM     Building Internal Relationships

In this session, IROs will learn about the various Canadian capital markets participants and how they interact with each other. Gain a better understanding of Canada’s trading environment, the impact of electronic trading and the factors that impacts equity traders, and what this means for your IR efforts.

3:00 PM     Reporting Requirements and Regulatory Changes

Speaker: Leila Rafi, Partner, McMillan LLP

Examine and discuss disclosure concepts and requirements for Canadian issuers and how they effect the preparation of various annual and interim reporting documents and IR tools, such as the IR website. The role and scope of the issuer’s disclosure committee (and its respective disclosure policy) will also be discussed.

4:30 PM     Adjournment of Day One

4:45 PM     Monday Evening Reception - Sponsored by:




6:00 PM     Monday Dinner - Sponsored by:



Tuesday, September 12, 2017

7:45 AM     Breakfast with Exhibitors

8:15 AM     How Do Analysts Value Your Company?

Trying to wrap your head around valuation models and analyst reports? This session will provide attendees with a deeper understanding of the buy-side and sell-side. Learn how research analysts value your companies, including the various metrics they use to compare you against your peers.

9:15 AM     Effective Targeting and Marketing

Marketing is a key component of any investor relations plan. This session will focus on the strategy behind coordinating non-deal roadshows and other outreach to investors and analysts, and will also provide tips and tricks to help ensure your roadshow goes smoothly and meets both investor and management expectations.

10:15 AM    Break with Exhibitors

10:45 AM    Understanding Canadian Capital Markets - Sponsored by:
Speaker: Graham MacKenzie, Senior Account Manager, Equity Trading, Equity Markets, TMX Group Ltd.

In this session, IROs will learn about the various Canadian capital markets participants and how they interact with each other. Gain a better understanding of Canada’s trading environment, the impact of electronic trading and the factors that impacts equity traders, and what this means for your IR efforts.

11:45 AM    Lunch
 

1:15 PM     IR Communications

Join this practical session to fine tune your communication tools and learn how to accelerate your IR plan. This session will discuss how to: develop key messages, incorporate them into various communications tools and use them for the greatest impact.

2:15 PM     Digital Communication Tools

This session will discuss the use of digital tools in IR communications and how it can be incorporated into your IR strategy to complement traditional communication tactics. IR websites, social media, video, infographics and more will be examined to show how IROs are using these tools today and to identify best practices.

3:15 PM     Break with Exhibitors

3:30 PM     Developing an IR Strategy & Program
Speaker: Karen Keyes, Senior Vice President, Investor Relations, Aimia Inc. 

This session will provide attendees with a 360-degree view of IR strategy and planning. Led by a senior IRO, this session will discuss all elements of developing an IR strategy and program from research and benchmarking to monitoring and measuring your program. Practical examples and helpful tips will be provided to help delegates make sense of the IR planning process.

4:30 PM     Closing Remarks


4:40 PM     Adjournment of Program

2017 Essentials of Investor Relations

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Read What Past Attendees Have Said:

The event provided a great overview into the world of investor relations by providing real life examples and knowledge from those experienced in the role. ”

Past Essentials of IR Attendee

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