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February 23, 2010
Learning from Relentless Change
CIRI Ontario presents a lunch with Joe Martin, bestselling author of the just-released Relentless Change. He will explore how lessons from Canada's business past can be instructive to today’s decision makers, particularly in light of the recession.
January 26, 2010
Understanding the Sell-Side
Event sold out but you can still sign up for the webcast.
The massive economic downturn of the past two years has had a severe impact on anyone in the capital markets. Join us for an intimate lunch-n-learn to discover how the sell side has been affected. Has it affected the generation of equity research? Have research methodologies changed? Could those changes impact the depth and rigour of research reports in the near to mid-term? Don’t miss this opportunity to talk informally to an analyst to gain insight into the sell-side process.
November 24, 2009
Lunch with Canada’s Leading CFO
Join David Garofalo, Senior Vice President, Finance and CFO at Toronto based gold-mine Agnico-Eagle Mines, and Canada's CFO of the Year 2009. The CFO of the Year award is presented annually by Financial Executives International (FEI) Canada, PricewaterhouseCoopers and The Caldwell Partners International.
October 27, 2009
Messaging In A Challenging Climate
The events of the last 24 months have forever-changed the way companies and investors evaluate risk and opportunity. Capital adequacy, risk management and the future earnings power of your company "post-crisis" are key themes for many investors in the new environment.
September 29, 2009
Social Media - IR at the Speed of Type
Is social media an opportunity or a risk for IR?

LinkedIn, Facebook, Twitter and YouTube are the latest evolution in the way we communicate via the web, contributing to a dramatic increase in the volume of information we digest daily, and the speed at which it is transferred around the world. Join us September 29 for a panel discussion on social media and how to effectively integrate social media into your IR strategy.

May 26, 2009
Sovereign Wealth Funds
This luncheon will also include the Annual General Meeting of the CIRI Ontario Chapter

Massive funds sponsored essentially by national governments are rapidly becoming a major force in worldwide capital markets. Although initially viewed as largely passive, many of these funds are beginning to take a more active role in their investments. Our speakers will shed some light on these funds and their impact on both Canadian and global markets.

April 28, 2009
Understanding Stock Market Trading Mechanics
How does a TSX trade get executed? What are dark pools and why are they only available to institutional traders? What would motivate a trader to break up a large block of shares into smaller lots using complex algorithms? Iceberg orders are another way to slice up a large order of securities. How can you get more information regarding your company’s anonymous trades? What does your Market Maker do? As an IRO, you should know these terms so come and learn more about Canada’s stock exchange.
April 7, 2009
Greening the IRO - Seizing the IR Leadership Opportunity
Registration for this event is closed
Presented in partnership with PricewaterhouseCoopers

IROs must take a lead role in developing their companies’ sustainability reports or they risk not providing investors with information that’s meaningful to making informed investment decisions.

This workshop will begin by establishing today’s context for sustainability reporting with Rodney White, co-author of Environmental Finance and Carbon Finance: the Financial Implications of Climate Change. Brigid Barnett from the CPP Investment Board will discuss the value to investors of disclosure of relevant environmental, social and governance factors. Julie Desjardins, an advisor to the CICA, will explain the expectations of the regulators and professional best practice.

Knowing the economic and regulatory context, we’ll get down to work. We’ll examine the core components of creating a sustainability report with Susan McGeachie from PricewaterhouseCoopers and Joe Pach from TELUS walking you through each step.

January 27, 2009
Understanding How the Buy-Side Makes Decisions
This Event is Sold Out
Do you wonder what goes on behind an investor's closed doors? Are you curious about how a money manager decides whether to buy or sell? What criteria do they use? What are the triggers? What is their internal process?

Portfolio managers evaluate factors relating to their own mandate, the markets overall and your company specifically. Understanding how professional managers make decisions is key to making the most impact with your message and IR efforts.

Don’t miss this opportunity to talk informally to an institutional investor to gain insight into the decision-making process.
December 10, 2008
CIRI ON Seasonal Gala Event
Mergers, Turmoil and Shifting Priorities on Wall Street

A gala evening to celebrate the holiday season at the historic Arts and Letters Club of Toronto. A reception showcasing rising young musicians will be followed by a sumptuous dinner in the Great Hall. A New York based Managing Director from Bank of America’s Investment Banking Group will offer an overview of the latest developments in the capital markets, including thoughts on managing debt and raising capital, with a specific focus on what IROs and their companies need to know when navigating in a changing market environment.

Early bird draw: Win the QuietComfort Bose headphones
Renew your CIRI membership by 5:00 p.m. December 9 and you could win the acclaimed QuietComfort noise canceling headphones from Bose. Donated by CNW Group, the acclaimed QuietComfort headphones offer an unmatched combination of noise reduction headphone technology, audio performance and comfort. The winner will be drawn during the gala on December 10.

November 27, 2008
What's cooking in the capital markets!
THIS EVENT IS SOLD OUT

Forget about the capital markets for a few hours and join CIRI Ontario for an evening of great food and friends at the Loblaw Queen’s Quay cooking school on Thursday, November 27. Under the expert guidance of Chef Martin Raymond, entertain with flare and style by learning to prepare a selection of delicious impressive-looking hors d’oeuvres.

Designed as a demonstration only, don’t be surprise if the chef calls upon you to be the sous-chef for a portion of the class! It promises to be a fun and interesting evening!

September 30, 2008
Using Advanced Technologies Effectively
Click here to order the webcast for this event.

Advanced technologies are revolutionizing communications in every field. Investor Relations is no exception. New technologies such as blogging, Web 2.0, RSS feeds, search engine optimization (SEO) and new channels such as Facebook, Google and Yahoo Finance are changing the way IR professionals execute their strategies. Join us as our expert speakers explain how best to employ these technologies to improve the effectiveness of your capital markets communications.

May 22, 2008
Annual General Meeting and an evening at Yuk Yuk's Comedy Club

Take a break from the hectic reporting season and join CIRI Ontario for a special event following its Annual General Meeting. Treat your team to an evening of good food and good fun at Yuk Yuk’s Comedy Club.

April 22, 2008
Managing your next crisis - EVENT HAS BEEN POSTPONED DATE TBD

Join us for a half-day workshop that will allow you to learn from an intriguing inside look at one of Canada’s most dramatic corporate meltdowns and its recovery.

Janet Craig, VP IR at Nortel Networks, will discuss the lessons learned from a string of crises that took her company from a global darling into scandal. Using Nortel as a case study, topics covered will include anticipating, preventing, managing and learning from a crisis. Janet will also discuss her strategy for rebuilding Nortel’s relationship with the Street and provide guidance on writing an effective crisis management plan.

Time: 8:00 a.m. to 11:30 a.m.

February 14, 2008
CIRI's Power Breakfast - SOLD OUT

Organized in partnership with BNN, CIRI members will have an opportunity to join Amanda Lang, host of BNN’s popular television/web programs SqueezePlay and Lunch Money.

January 22, 2008
Financing for competitive advantage
CIRI Ontario is proud to offer its members a unique opportunity to meet Marvin Romanow, Nexen’s Chief Financial Officer and Canada’s CFO of the Year. Marvin will discuss regulatory distractions, investor relations, banking relationships, term debt markets and hedging successes and failures at Nexen and in the oil and gas sector.

We encourage you to bring your CFO to this event to share the insight and opportunity to network.

October 25, 2007
Write it Right Workshop – Sold out

This event is sold out. Please contact Elaine Wyatt at elaine_wyatt@craib.com to add your name to the waiting list.

Learn to write and communicate more effectively at this full-day workshop with award-winning journalist Bernard Simon, Financial Times of London Canadian correspondent.

September 26, 2007
CIRI Ontario Presents Jim Leech at the ROM

Sparkle at the ROM’s Crystal with newly-appointed OTPP CEO James Leech.

Join CIRI Ontario for an evening that promises to be this season’s most exciting event.

May 15, 2007
What does the Street really expect from the IRO?
Analysts and investors engage in a frank dialogue with an IRO.
CIRI Ontario AGM.

The finale to CIRI Ontario’s 2006-2007 program, analysts and investors will discuss pet peeves, best practices and plain good relationship management between IROs and the Street. We’ll wrap it up with a response from an IRO and plenty of questions from the audience. The CIRI Ontario AGM will follow the discussion.

5:30pm to 9:30pm
April 17, 2007
Taking the Show on the Road
The do’s and don’ts behind a successful roadshow.

In this interactive workshop, you will gain skills to develop a more powerful presentation that conveys your story and messages clearly when talking to investors, shareholders, employees or the financial media. You will hear from an experienced IR practitioner techniques and best practices for creating roadshow itineraries, managing the logistics of global meetings and adjusting your presentation to suit various types of audiences. Using a variety of techniques, including lecture, discussion, and individual and group exercises, the facilitators will guide you with concrete suggestions you will put into practice right away.

Participants will be asked to provide a sample of their investor road show presentation for review and discussion during the workshop.

Time: 7:30 a.m. to 11:30 a.m.

Cancellation Policy: Cancellations must be made at least 48 hours in advance to receive a refund.
February 20, 2007
What does the Board of Directors need from you?
In partnership with the Institute of Chartered Secretaries and Administrators and the Institute of Corporate Directors.

How should the relationship between the Board and an IRO be structured and managed? What information should an IRO provide to the Board? How should this information be delivered? Join our distinguished panel for their views on establishing effective communications between the Board and investors.

7:30am to 9:00am
January 16, 2007
Guidance on Guidance
In partnership with the Toronto CFA Society.

This is bound to be a lively session with plenty of divergent opinions on an issue that continues to grow in importance.

Join us as a panel of distinguished IROs, portfolio managers and analysts explore the what, when, why and how of providing – or not providing – guidance to the Street.

12:00 to 2:00pm
December 6, 2006
Economic Overview 2007 SOLD OUT
A gala evening with friends and colleagues at the historic Arts and Letters Club.

Celebrate the accomplishments of 2006 and prepare yourself for 2007. Sitting in the Great Hall warmed by a roaring fire and surrounded by the paintings of Canadian artists, you’ll listen to a leading economist discuss the current economic environment and outlook for 2007.

Everyone welcome.

5:30pm to 9:30pm
November 14, 2006
Write it Right - SOLD OUT
This event is sold out.

If you want to be added to the waiting list in the event of a cancellation, please email Elaine Wyatt elaine_wyatt@craib.com.

Learn to write and communicate more effectively at this fullday workshop with award-winning journalist Bernard Simon, Financial Times of London Canadian correspondent.

Learn through hands-on quizzes, exercises and discussion. Designed specifically for professionals in the financial and securities industries, Bernard’s intensive workshop will help anyone who must write or edit annual reports, quarterly earnings reports, speeches, press releases, website content, newsletters, regulatory filings, reports or memos.

7:30am to 4:30pm
October 17, 2006
Write it Right - SOLD OUT
This event is sold out.

If you want to be added to the waiting list in the event of a cancellation, please email Elaine Wyatt elaine_wyatt@craib.com.

Learn to write and communicate more effectively at this fullday workshop with award-winning journalist Bernard Simon, Financial Times of London Canadian correspondent.

Learn through hands-on quizzes, exercises and discussion. Designed specifically for professionals in the financial and securities industries, Bernard’s intensive workshop will help anyone who must write or edit annual reports, quarterly earnings reports, speeches, press releases, website content, newsletters, regulatory filings, reports or memos.

7:30am to 4:30pm
September 19, 2006
The Edge on Hedge Funds
Join your fellow IROs and consultants at CIRI Ontario’s first event of the season as we explore the long and short of hedge funds. It’s an opportunity to renew acquaintances and establish new relationships while enjoying a fine lunch at one of Toronto’s most exclusive private clubs.

Our topic for the day also promises to be engaging. Hedge fund managers and a battle-wise IRO will discuss the investment objectives of hedge funds as well as managing the relationship between public companies and hedge fund managers.

11:45am to 2:00pm
June 29, 2006
Managing Your Career to Get the Job You Want

Managing Your Career to Get the Job You Want

Learn how to take your career to the next level from Catharine Larkin, a leading talent management consultant with MICA Consulting Partners. Whether you are interested in a career-long stretch in IR or want to use your strategic IR experience to position yourself for another executive role, this event will help you identify your greatest assets and overcome your shortcomings to meet your individual career goals.

May 16, 2006
Roll up the Rim on the Tim Hortons IPO! - Breakfast Session

David Poplar, Director of Investor Relations and Financial Communications for Wendy's International, Inc. will "roll up the rim" on the recent IPO of the 42-year old Tim Hortons restaurant franchise that has won the hearts of so many loyal Canadians. David will take us through the March 2006 IPO from the ground up, including the role of IR in:

  • early planning and communication
  • broker selection
  • pricing
  • targeting
  • developing and executing a marketing plan
  • working with the stock exchanges
  • managing the market and media reaction

Don't miss this unique opportunity! Seating is limited so register now!

April 18, 2006
Income Trust Communication Challenges

A half day seminar to discuss the unique demands that income trust IROs face in a challenging and changing market environment. We will cover key issues such as how to get investor attention and manage growing investor expectations, as well as cash distributions and ensuring full unit valuations.

The seminar will be led by Marianne Godwin CFA, a principal of consulting firm Income Trust IR, a division of BarnesMcInerney Inc., and Philip Koven, a senior investor relations consultant with Bryan Mills Group.

March 21, 2006
IR at HIGH SPEED
You can make more new business contacts in two hours than most people will make in 6 months!

This event is for everyone – from the novice IRO interested in making initial contacts to the experienced communicator with extensive connections. You will be led by expert Donna Messer as you network with other IR professionals, one-on-one, a few minutes at a time. Work the room using Donna's RISE philosophy – Rapport, Information, Solutions, Ethically – and see the results you get. Leave with a pocket full of business cards and a ton of new business connections. This event is designed to build relationships that add value to your organization and yourself. Make sure you bring plenty of business cards and come prepared with quick answers to: Who am I? What do I need? What am I willing to share?

January 24, 2006
CIRI/FEI 6th Annual Dinner

Income Trusts: More than Yield - REGISTRATION CLOSED

The Financial Executives International Canada (FEIC) Toronto and the Canadian Investor Relations Institute (CIRI) Ontario Chapter are pleased to welcome Marc Tellier, President & CEO, Yellow Pages Group, who will address their respective members at a unique networking, educational and social event.

Income trusts have a market capitalization of over $190 billion and they continue to grow. Investors know that income trusts have become a stable and mature part of the market. Well-managed income trusts are continuing to prove their determination by rewarding investors with stable cash returns. Whether your organization is an income trust company or not, get a better understanding of what is around the corner and what you need to be doing.

January 17, 2006
Update From the Regulators

The OSC: New Priorities for 2006

The regulatory landscape for Canadian issuers continues to change at a fast pace, with numerous new rules becoming effective during the past year and the civil liability regime for continuous disclosure coming into effect in January 2006. John Hughes will provide an overview of some of the major recent developments and will talk about the OSC's evolving approach to how it monitors disclosure.

December 20, 2005
Economic Overview 2006
Outlook 2006: Chicken Little or Peking Duck?

Today forecasts of $100 oil, $1000 gold and a global pandemic abound. Meanwhile, the world is still focused on China's growing economic and political strength. This presentation will take a look at what lies ahead for 2006, highlighting developments in Europe, Asia, the United States and Canada. We will discuss the price of oil, gold and real estate, the outlook for currencies and interest rates and the implications for asset allocation strategies.

November 15, 2005
Civil Liability - Ontario's New Legislation

As of December 31, 2005 secondary market investors will have the statutory right to sue Ontario reporting issuers and other issuers who a have substantial connection to Ontario for disclosing information to the marketplace that is false, misleading or untimely. These provisions will change existing Ontario Securities law and will impact both the issuer and the stakeholders. Hear from our panel of experts on how to protect your company from litigation, learn about who is liable, what defences are available, and what issuers can do to prepare themselves.

Register Online
November 1, 2005
Sustainabilty Reporting - Afternoon Workshop

CIRI Ontario has partnered with Stratos Inc. and the Canadian Manufacturers and Exporters (CME) to offer you a practical workshop on sustainability reporting.

Credible reporting of a company's triple bottom line performance -- economic, environmental and social -- is a way to enhance corporate accountability and transparency.  Reporting companies are recognizing the benefits of sustainability reporting in terms of investor and public confidence, improved internal operations, enhanced brand value and stronger relationships with stakeholders.  This workshop will appeal to companies that have already advanced their sustainability reporting practices, as well as companies that are developing their disclosure in this area.  

This training workshop on corporate sustainability reporting will address:

  • Experiences of leading Canadian reporters
  • Should my company report?
  • Making it work -- steps to start reporting credibly
  • Key actions to take back to your company

November 1, 2005
MD&A Reporting - Morning Workshop

Learn about the good, bad and the ugly in MD&A reporting as companies struggle to improve the overall quality of their MD&A reporting. This workshop will cover MD&A regulation in North America, MD&A best practices and the CICA's guidelines for preparation and disclosure. In addition, the workshop will include a practical component for participants to read, evaluate and discuss the strengths and shortcomings of a variety of MD&As.

To attend this 1/2 day morning workshop, the fees are as follows: members $100 and non-members $160.

September 20, 2005
Boat Cruise & Casino Night - FULLY BOOKED

Join other IR professionals on a cruise of the Toronto Harbour and try your luck at the blackjack tables aboard the Klancy II. A buffet dinner, cocktails (cash bar) and an opportunity to network and catch up with other IR professionals await on board!

June 21, 2005
Riding the Nortel Rollercoaster: An Investor Relations Perspective

The blood, sweat and tears that go into a high quality IR program may not always be reflected in a higher stock price, an increase in the number of analysts covering your company, positive media attention or the number of pats on the back by senior management. Angela McMonagle, former Investor Relations Officer for Nortel Networks, gives us her perspective on managing a strong IR program during very good and very bad times.

April 19, 2005
The Only Thing Constant...is Change

Each year, it seems securities commissions and the markets propose new rules and standards that affect investor relations practitioners. Our speakers will navigate us through the ever-changing landscape and help with what IROs need to know about OSC and TSX developments.

March 29, 2005
Understanding Valuation

Your company announces a major acquisition, divestiture or financing transaction that will greatly change its economics. Are you able to effectively communicate the benefits of the deal to the street? Can you anticipate and influence the market's understanding of the transaction?.

The next CIRI Ontario workshop will provide you with a basis for understanding valuation. You'll learn about valuation theory and how it is used by buy-side and sell-side analysts.

Industry experts will focus on the understanding and communication of asset and cash flow based valuation approaches as well as their components; including hurdle rates, capitalization rates, and cost of capital. The workshop will give you the tools to comb through analyst models and identify areas of value that the market may have overlooked or misunderstood.

February 15, 2005
Understanding Big Canadian Investors

Large pension funds are key investors in most Canadian companies and are well known for the depth of their research. Join us for a discussion on what they look for in a prospective investment, why they might buy your stock, and why they might drop it.

January 25, 2005
CIRI / FEI 5th Annual Dinner

The “New Brascan”

In recent years, Brascan Corporation has undergone a major corporate transformation from a diversified company investing mainly in cyclical resources to an asset management company focused on the real estate and power generation sectors. Brian Lawson, Chief Financial Officer, will talk about the development of this strategy and the major strategic milestones. He will also discuss some of the unique challenges that Brascan has faced along the way in areas such as financial reporting and investor relations, including changing the perceptions of shareholders who knew the “old Brascan.”

January 21, 2005
Tough Disclosure Issues

A legal expert, an IRO and an investment banker face off on some of the tougher disclosure issues facing companies today. The three panelists will address a range of thorny topics including executive compensation, insider trading blackouts, quiet periods, delays in financial reporting, restatements, soft disclosure and guidance, and the marketing of public offerings and private placements. Balancing the regulatory requirements with what the capital markets want to know can be challenging for IROs. This interactive workshop will address those challenges head on.

December 21, 2004
What will the New Year bring in terms of economic growth and performance?

Join CIRI as Patti Croft discusses her view on the outlook and economic environment we can anticipate in the coming year. What are the industries and investment vehicles to look out for and what impact will the US election have on Canada?

November 4, 2004
IR South of the Border

The US and Canadian capital markets are more than ever linked together. Often the US experience is a good indication of things to come in Canada. NIRI's Lou Thompson will give us an update on what's on the horizon for investor relations practitioners in the US, how our American colleagues are dealing with the rapidly changing regulations and offer his thoughts on the state of investor confidence in the US.

October 19, 2004
Insights into the Workings of a Newsroom - How to Get Your Message Heard

What do the media expect from an Investor Relations Officer? Here is an opportunity to learn from both electronic and print media about how editorial decisions are made, how to pitch a story, and how to get on the radar screen. Get first-hand information on tools of the trade, important deadlines and newsroom protocol.

September 30, 2004
Spotlight on MD&A: What to watch for and what to watch out for

The rules and guidelines are changing and investor expectations are growing. Does your MD&A measure up? Join CIRI Ontario for this insightful, hands-on, workshop on MD&As with our esteemed workshop leaders:
Julie Desjardins, Program Director, Canadian Institute of Chartered Accountants. Julie will provide an update on how changes in the regulatory environment have affected the CICA’s guidelines for preparing an MD&A;
Brian Gibson, Senior Vice-President, Global Active Equities, Ontario Teachers’ Pension. Brian will discuss the critical role the MD&A can play in shaping an investor’s understanding of a company’s performance and perception of management;
Bob Tait, Director of Investor Relations, Canadian Tire Corporation, Limited. Bob will explain how his involvement in preparing the MD&A improves both the quality of the annual and quarterly reports and the effectiveness of CTR’s investor relations day-to-day.

Following their remarks, the panellists will lead breakout groups in reviews of selected MD&As, allowing participants to put theory into practice. Get the kind of hands-on experience that will help ensure your company delivers the depth and breadth of discussion and analysis that investors need and expect.

We encourage you to invite your CFO or others from your finance department to join you at this workshop. The MD&A is becoming the most important disclosure document companies’ issue – and the most effective MD&As will come from investor relations and finance professionals working closely together.

All participants will also receive a comparative analysis benchmarking their level of disclosure in their quarterly financial news releases with that of their peers, courtesy of Canada NewsWire. Space is limited for this workshop, so register early. As a bonus, the first registrants can opt to have their MD&A under the spotlight!

Where:
St. Andrew's Club & Conference Centre
150 King Street West (Sun Life Building)
27th Floor
Corner of King & University at the St. Andrew subway station

When: Thursday, September 30, 2004
Breakfast and Registration: 7:30 am
Workshop Begins: 8:00 am
Workshop ends: 11:00 am

THIS WORKSHOP IS NOW FULL
June 15, 2004
Best of Class IR

The annual IR Awards showcase the best of the best in our profession and honour those who stand above the rest. The judges have told us how and why they chose the winning companies and individuals. Now we'll hear from some of the winners on what made their programs stand out. Please join us for CIRI Ontario's last luncheon for the 2003/04 program year.

Speakers include Janet Craig from ATI, winner of best senior management communications and best IRO for large cap, and Anne MacMicken from BFI Canada Income Fund, winner for Best Investment Community Meetings among mid-cap companies.

April 6, 2004
Canada’s Leading Funds Managers – Differing views of the world
The fund management industry continues to innovate with new product offerings to the retail investment community. There are many evolving strategies used by fund managers to evaluate asset classes, industries and specific firms. Growth, value and momentum style portfolio strategies are used.
March 16, 2004
Hedge Funds – Making markets more efficient or leaving a path of destruction?
Is having your company’s stock or debt owned by a hedge fund a good or bad thing? Lyle A. Stein, CFA will share his views about hedge funds and the realities of these increasingly popular investment management techniques, launched more than 50 years ago.
February 17, 2004
Continuous Disclosure – More changes on the horizon
The rules of continuous disclosure are rapidly changing as IROs struggle to keep abreast of current issues and adapt their corporations’ internal practices to meet new regulations. John Hughes will discuss the upcoming changes to Rule 51-102 and present the Ontario Securities Commission’s perspective on national harmonization of securities commissions and the prospects for an integrated disclosure system in Canada.
February 3, 2004
How Prepared are You for a Crisis
Have you had a crisis situation that becomes the focus of media attention? If it threatened your company’s reputation, were you able to avoid potential disaster? The eyes of multiple stakeholders are on you in such a situation. Jeff Ansell, President of Jeff Ansell & Associates, will teach you how to develop strategies, opportunities and messages in times of crisis that build trust and positively manage your reputation in the media.