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British Columbia Chapter Events Archive
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November 6, 2008
Financial Analysis for the Non-Financial IRO - Morning Workshop
Award-winning IROs have mastered the art of understanding and communicating their company’s investment proposition to the investment community. At this session you will learn how to read and understand financial statements and interpret key financial ratios. You will develop new skills to better understand financial analysis and valuation, "analyst-speak", and how to benchmark your company against its investment peers.
September 30, 2008
Planning an Effective Road Show- Breakfast Session
Taking your story on the road is one of the most important elements of an effective investor relations program. Learn from a seasoned fund manager how to get in the door and how to make your presentation most effective. This session will also include tips from an experienced IRO on how to plan an effective road show.
May 27, 2008
Award Winning IR - Breakfast Session
What does it take to rise to the top of the IR profession? Hear from Janet on how they she sets the benchmark for investor communications. This session will provide practical guidelines on how you can take your IR program to the next level. Big budget or small budget there will be something of interest for everyone.

Program
7:15 am - 7:45 am Registration
7:45 am - 8:00 am CIRI BC AGM
8:00 am - 8:45 am Presentation

April 15, 2008
IR IN MOTION - Best Practices Workshop - Half Day Workshop
Attend CIRI BC’s IR Best Practices workshop and gain valuable insights from seasoned IR professionals on what it takes to bring your IR program to the next level. The workshop’s keynote opening presentation will cover the new ‘Passport System’ and new national prospectus rules that came into force this year. This will be followed by four roundtable sessions facilitated by IR veterans covering media relations, investor days, targeting, and working with consultants & suppliers. Join us for this thought-provoking workshop which is sure to help refine your IR skills and add more value for your organization.


Program Morning Workshop
7:00 – 7:30am – Registration / Continental Breakfast
7:30 – 7:45am – Opening Remarks
7:45 – 8:25am – Keynote Speaker
8:30 – 9:10am – Roundtable Session #1
9:15 – 9:55am – Roundtable Session #2
10:00 – 10:40am – Roundtable Session #3
10:45 – 11:00am – Closing Remarks

February 28, 2008
Understanding Market Dynamics – Breakfast Seminar
With stock market volatility at its peak,
find out from industry insiders how recent
market dynamics are impacting your share
price! This session offers an inside view
from capital markets experts on trading
activities and other factors that influence
your share price and ultimately your
day-to-day activities.
January 22, 2008
Crisis Communications: Preparing for the Worst Case Scenario - Breakfast Seminar
Issuers today are facing increasing challenges from mounting investor demands and increasing investor resistance on the back of the sub prime mortgage debacle. The last thing any issuer needs to face in this volatile market environment is a crisis situation. Ballard Power Systems has developed and tested a crisis communication program to ensure the company is fully prepared to deal with the unthinkable. Attend this CIRI BC session to learn more about crisis communication plans, their implementation, what Ballard has learned and how your company can benefit by being prepared!
December 6, 2007
Viewpoint 2008 - Economic Outlook and Market Update - Afternoon Session / Cocktail Reception
Join Helmut Pastrick, Chief Economist, Credit Union Central of British Columbia, as he provides his insight and outlook for the Canadian and US economies, currencies, interest rates and international financial markets.
November 22, 2007
Mergers and Acquisitions: How to be better prepared as an IRO – Breakfast Seminar
What are the steps required before, during and after a M&A to ensure effective communication amongst all stakeholders? We invite you to come and learn from two experienced IROs who will share their insight and lessons learned in the M&A Environment. Two M&A scenarios will be presented with discussions around strategy, key messaging and challenges to better prepare the IRO in assisting the organization in any future M&A activity.
October 22, 2007
Write it Right Workshop

An intensive one-day workshop designed to make your business writing more effective and dynamic. This session has sold out in other provinces. for professionals in investor relations.

WHO SHOULD ATTEND
The "Writing It Right" workshop is specifically designed for professionals in investor relations., financial services and the securities industry. This workshop is for you if any of the following is important to your work:

  • business and research reports, proposals and business plans
  • annual reports, quarterly earnings reports, management's discussion and analysis (MD&A) and regulatory filings
  • speeches
  • press releases, newsletters, emails, letters and memos

WHAT YOU'LL LEARN
Learn to write and communicate more effectively at this full-day workshop with award-winning journalist Bernard Simon. Bernard will introduce you to examples of good and bad business writing-explaining the differences between them. You will learn "The Ten Commandments" of "Writing It Right" with numerous tips on how to obey them. Quizzes, exercises and discussion are a substantial part of this hands-on workshop. We encourage participants to bring writing examples for critique and discussion.

CIRI BC Contacts:
Martin Livingston 604.657.8234 (General)
Meghan Brown 604.669.6611 (Membership)
Darren Seed 604.681.8976 (Program Chair)

September 18, 2007
Disclosure Liability - What You Need to Know - Breakfast Seminar
IR professionals can be exposed to personal legal liability for misrepresentations made by them or their company. Attend this session to find out what actions can expose you to disclosure liability, and what you should be doing to reduce the risk.
May 17, 2007
Breakfast Session
Corporate Finance and IR- What IROs need to know
IROs are an integral part of the corporate financing process. This session will help you define financing strategies and transactions and develop effective communication strategies for internal and external stakeholders that will place you at the executive table for your next financing venture.
April 26, 2007
Write it Right – Learn to write with confidence
An intensive one-day workshop for professionals in investor relations. Designed to make your business writing more effective and dynamic. This session has sold out in other provinces and is currently available to members only.
March 14, 2007
Extended Breakfast Session
Understanding Market Dynamics that May Affect Your Share Price
Get an inside view from capital markets experts and IR veterans on the trading activities in the market and other dynamics that may affect the day-to-day action in your stock. Plus, are dual stock-exchange listings right for you company? Hear from industry experts and decide for yourself. Start:7:15am End: 9:30am
January 16, 2007
Breakfast Session
Lessons Learned in Dealing with an Activist Shareholder
Shareholder activism is on the rise. Shareholders are voting their shares, engaging with management and, at times, employing public tactics to further their social objectives and financial goals. In this session hear the experiences of a practicing IRO in dealing with an activist shareholder and the impacts it has had on his IR role, his company, his management and other shareholders. What can an IRO do to better manage these challenging situations? Attend and find out.
December 12, 2006
Afternoon Session
Viewpoint 2007 - Economic Outlook and Market Update
What does 2007 hold for the capital markets? Don't miss our year-end event as Nick Majendie, Senior Vice President and Director, Portfolio Strategy with Vancouver-based Canaccord Capital Inc, provides his outlook for the Canadian and US economies, currencies, interest rates, and international financial markets.
November 8, 2006
Morning Workshop
Award winning IR and Day to Day Best Practices

How can you be a more effective IRO? Learn from the experience of others and gain perspective on leading practices and trends in the IR discipline. John Wheeler, VP Investor Relations at Telus and winner of CIRI's 2006 Award of Excellence, will share his perspective on what works and what doesn't. Participate in roundtable sessions and discuss key issues with experienced colleagues and how they have succeeded in building a successful IR program. Whether new to IR or not, this is a session that will benefit everyone.


7:00am – 7:30am Registration / Continental Breakfast
7:30am – 8:15am Keynote Speaker
8:30am – 9:10am Roundtable Session #1
9:15am – 9:55am Roundtable Session #2
10:00am – 11:00am Roundtable Session #3

Roundtable session topics include:

  • Attracting and Communicating with Analysts
  • Annual Disclosure – the ABCs
  • Targeting
  • Retail Shareholders (attracting them, communicating with them, pros/cons, helpful things to be aware of)
September 14, 2006
Breakfast Session
BCSC - Regulatory Landscape

What do IROs need to know about recent developments and pending changes in securities regulation? How can disclosures be improved? Join us as representatvies from the BC Securities Commission discuss developments in BC and across Canada, and review common disclosure deficiences.

June 13, 2006
Afternoon Session
Under Fire - Communicating with the Media During a Crisis

Will you be ready when the inevitable crisis catches you by surprise? Are you prepared to lead the Board and CEO at the critical moment when they need to communicate most? CIRI BC presents a panel of media experts who will share their experiences and provide tips on how best to communicate in times of trouble. Panelists include: Dean Pelkey, Media Relations Manager, Terasen Gas, Scott Simpson, Business Resporter, Vancouver Sun, Jason Kirby, Business Resporter, National Post, and Peter Kennedy, Business Reporter, Globe and Mail.

April 4, 2006
Breakfast Session
Improving Board/Shareholder Communication

How should Boards and IR professionals respond to new regulations and guidelines for dislosure and shareholder communication, while avoiding the increased liability risk resulting from Bill 198? To discuss the challenges emanating from the latest evolution of Board-Shareholder communication, we have brought together two experienced experts - Terry Lyons, Chairman of Northgate Minerals Corporation, from the Director's perspective and Jane Watson, Principal of Watson Investor Relations, from the IR professional's point of view. Speakers will address: When is direct Board-Shareholder communication appropriate, and what precautions should be taken against inadvertent disclosure violations? What role should the IR professional play in presenting shareholder views to the board, and in facilitating direct Board-Shareholder communication? What role should both play in the disclosure policy?

March 8, 2006
Award-Winning IR

Morning Seminar 7:15 a.m. - 8:45 a.m

Please join us to hear Janet Craig, Director, Investor Relations at ATI Technologies Inc., speak on best practices and lessons learned in building an award-winning IR program. The IR Magazine Canada Awards recognized ATI Technologies as the best overall investor relations program ($1-10 billion market cap) in 2005. Janet was also named Best Investor Relations Officer in the $1-10 billion category in both 2004 and 2005.

December 6, 2005
Afternoon Session
Viewpoint 2006 - Economic Outlook and Market Update

What does 2006 hold for the capital markets? Don't miss our year-end event as Bill Tharp, Seinor Economist with Victoria-based M. Murenbeeld & Associates Inc., provides his outlook for the Canadian and US economies, currencies, interest rates, and international financial markets.

November 16, 2005
Morning Workshop
Beyond the Essentials: Taking IR to the Next Level

This half-day workshop will help take your IR program to the next level. Keynote speaker Brian P. Rivel, President, Rivel Research Group, will present the findings of their Perspectives on Investor Communications survey providing new insights on IR best practices. The workshop also features presentations on IR Communications During M&As by Josh Pekarsky, President Longview Communications Inc., and Trends in Disclosure: New Rules of the Game by Meghan Brown, Manager, Investor Relations, Placer Dome Inc., as well as roundtable discussions on IR websites, conference calls and webcasts, IR tools and investor perception studies.

September 13, 2005
Breakfast Session
Disclosure: Winding through the Regulatory Labyrinth

Is your disclosure “complete and accurate?” Please join us for a panel discussion featuring Marla Holms, Financial Consultant, Disclosure Controls Compliance, Nancy Glaister, Partner, Cawkell Brodie Glaister, and Nancy Montgomery, SOX Project Coordinator, Placer Dome Inc. Find out what Canadian and US listed companies are doing to comply with Multilateral Instrument 52-109 and Sarbanes-Oxley Section 302. Learn how new regulatory challenges have changed disclosure controls for public companies. Disclosure handouts provided.

June 21, 2005
Financial Reporting: What do Reporters Want from IR Professionals?
Do your quarterly reports and conference calls send the right message to the media? CIRI BC is bringing together a panel of veteran journalists to discuss what they look for in quarterly earnings and conference calls. How can they be made more media friendly? What do successful public companies do to get on news media radar screens? Panelists include: Wendy Stueck, Reporter, Globe and Mail, and Lynne Olver, Correspondent, Dow Jones Newswires.
March 22, 2005
Hedge Funds: Friend or Foe?

Is having your company's stock or debt owned by a hedge fund a good or bad thing? Hedge funds have become an increasingly common investment vehicle. Please join us as Jeff McCord, Managing Director, Vertex One Asset Management Inc., walks through the complex world of hedge funds, the investment techniques that these managers employ and the impact they might have on your stock.

December 7, 2004
Viewpoint 2005: Portfolio Strategy and Market Outlook

What does 2005 hold for the capital markets? Don't miss our end of the year event as Nick Majendie, Senior Vice President, Canaccord Capital Corp., presents his views on key market drivers for the upcoming year, as well as what sectors are likely to shine in 2005.

November 16, 2004
Find Out What They're Really Thinking: Perception Audits - Why, When and How

How does the Street perceive your company's strategy, management, performance and future? Shareholder perception audits are one of the best ways to find out what shareholders really want. Join us as our panel of experts examines the ins and outs of identifying and managing shareholder perceptions and expectations. Panelists include: David Climie, Director, Investor Relations, PMC-Sierra, Inc., James Hoggan, President, James Hoggan & Associates, and Ian Mortimer, Senior Director, Investor Relations, Inex Pharmaceuticals Corporation.

October 19, 2004
MD&A: IR's Role and Best Practices

Is your MD&A a compliance chore or a communications tool? What do securities regulators and investors expect from the MD&A? How can IROs make the MD&A more effective and relevant? Please join us for CIRI BC's breakfast meeting where Michael Moretto, Manager, Corporate Finance, BC Securities Commission, Steve Vertes, Partner, Connor Clark & Lunn Investment Management Ltd. and David Bryson Treasurer, Terasen Inc., will provide their perspectives on improving your MD&A.