Whether you’re micro-cap, small-cap, mid-cap or large cap, we all face challenges finding new investors and making it on the radar screen.
Every year, issuers must face the daunting task of getting shareholder approval for a variety or proposals. Attend this session and get an inside view into the shareholder’s approach and issuer process for helping you get the necessary votes from the institutional investors. Speakers from the The Shareholder Association for Research and Education (SHARE) and Laurel Hill will help provide some keen insight as we approach annual report and proxy season.
Hot Topics Discussed Include:
- issue selection: Say on Pay, Majority Voting
- Initiating contact with issuers: SHARE’s approach
- Issuer responses: the good, the bad and the silent
- Resources available to issuers with respect to shareholder engagement
- Specifically, in the event a management opposed shareholder proposal is on the agenda, what can be undertaken to address the resolution?
- Reporting out to the market
SHARE is a social enterprise that coordinates and implements responsible investment practices by providing proxy voting and shareholder engagement services as well as education, policy advocacy and practical research on emerging responsible investment issues.
The Laurel Hill Advisory Group specializes in complex shareholder communication issues and provides a range of tailored services including Proxy Solicitation, Information Agent, Shareholder Identification, and Shareholder Asset Recovery
What’s in store for the Canadian and US economies in 2010? Be sure to attend CIRI BC’s year-end Market Outlook session. This is one session you won’t want to miss!
PLUS! Network with your IRO peers over a seasonal beverage! Following The Market Outlook session, cocktails and hor d’oeuvres will be served while you havethe opportunity to meet and catch up with your fellow IROs. Do not miss this great opportunity to find out what is working and what is not in the investment community.

A Playbook for Today's IR Arena - Award Winning IR
What does it take to stand out in the IR profession? Attend this informative session on IR best practices and find out how award-winning IROs formulate a winning game plan for their companies.
IR Professional Needs to Know - Breakfast Session
Trends & Best Practices - Breakfast Session
What Do Reporters Want From IR Professionals?
Afternoon Session
Media Panel – 4:30-5:30pm
Cocktail Reception – 5:30-6:30pm
Do your quarterly reports, conference calls and news releases send the right message to the media? Please join to hear a panel of veteran financial journalists discuss what they look for from public companies. Gain insights on the best way to structure your story so it gets on a reporter’s radar screen. Panelists include: David Ebner, Western Correspondent, Globe and Mail, and Tim Renshaw, Editor, Business in Vancouver.
Program
7:15 am - 7:45 am Registration
7:45 am - 8:00 am CIRI BC AGM
8:00 am - 8:45 am Presentation
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
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.
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)
Corporate Finance and IR- What IROs need to know
Understanding Market Dynamics that May Affect Your Share Price
Lessons Learned in Dealing with an Activist Shareholder
Viewpoint 2007 - Economic Outlook and Market Update
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)
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.
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.
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?
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.
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.
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.
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.
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.
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.
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.
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.









