Marketing Seminar Series - Complete Series Package

Communications working group
This Seminar Series will provide tools and insight on investor relations marketing including; investor targeting and outreach, traditional vs. new marketing techniques, plus measuring and reporting plans.

Marketing Seminar Series Schedule

October 19: Effective and Emerging Strategies for Targeting New Investors 
Sponsored by Q4
Seeking to engage with new investors requires a more proactive approach to shareholder targeting. This session will touch on successful conventional targeting practices as well as provide tools and tricks for targeting new shareholders. Learn which marketing outreach efforts are most efficient.

October 24: Traditional vs. Modern Marketing in the Digital Age
Sponsored by Notified
While some traditional IR marketing methods still provide value, advancing them with digital marketing techniques might be more effective. Hear from seasoned IROs, from different industries and market caps, who leverage tried-and-true as well as new and different approaches for marketing in Canada and abroad.

October 26: Design your Marketing Plan with Successful Measuring and Reporting Metrics
Sponsored by Visible Alpha
As an IRO, measuring and reporting on your marketing plan is crucial for determining its success and areas of improvement or focus. Hear from seasoned IROs and industry experts on how they measure success, what inputs they deem important from quantitative KPIs to qualitative commentary and how this impacts reporting efforts.

Over Zoom, marketing experts will share their knowledge through facilitated live conversations in convenient, one-hour sessions with an extra 15 minutes dedicated to audience Q&A. This series of webcasts is eligible for 6 CEUs.

Date: October 19, 24 & 26, 2023
Time: 12:00 - 1:15pm ET
Cost for Full Series: $85 for CIRI members, $135 for non-members (plus taxes)
Cost for Individual Seminars: $35 for CIRI members, $55 for non-members (plus taxes)
The virtual link will be provided to those registered one week in advance.

Register on this page for the full series and receive a discount or register for individual sessions by clicking on the session titles above.

By registering for this CIRI event, you agree to comply with CIRI's Code of Conduct.

Thank you to our event sponsors:


What You Will Learn

  • How to identify prospective investors using a variety of approaches;
  • What engagement practices produce the best results;
  • How to maximize and advance traditional marketing efforts;
  • Types of digital marketing you can leverage for investor outreach;
  • Which KPI’s are most effective to determine the success of a marketing plan;
  • Which technology and tool IROs use to measure success: and
  • How to report and act on these measurements for future marketing plans.

Who Should Attend

This event is intended for all individuals who are engaged in their companies investor outreach.


To view the speakers photo and bio, please click on the session titles for each individual session.

  • Jillian Bannister, Chief Executive Officer and Co-founder, Ext. Marketing Inc. - Panelist on Oct 24 Session
  • Camilla Bartosiewicz, Chief Communications Office, Altus Group - Panelist on Oct 24 Session
  • Richard Heft, President and Co-founder, Ext. Marketing Inc. - Panelist on Oct 24 Session
  • Dave Hughes, Vice President, Investor Relations, Imperial Oil - Panelist on Oct 26 Session
  • Denis Jasmin, Vice President Investor Relations at AtkinsRéalis - Panelist on Oct 19 Session
  • Emily Lau, Investor Relations Manager, Enthusiast Gaming - Panelist on Oct 24 Session
  • Chris Makuch, Senior Director, Sales, Notified - Moderating the Oct 24 Session
  • Natalie Megann, CPIR, President & CEO, CIRI - Moderating the Oct 26 Session 
  • Nona Murray, Contributor Relations, Director - US, Visible Alpha - Panelist on Oct 26 Session
  • Stacey Pavlova, VP, Investor Relations and Communications, Faraday Copper Corp - Panelist on Oct 19 Session
  • Anne Plasterer, CPIR, Partner, Clear Path Strategies - Panelist on Oct 26 Session
  • Elisa Schupp, F.CIRI, Director of Agencies & Partnerships, Q4 - Moderating the Oct 19 Session

Cancellation Policy

Cancellations must be received 48 hours in advance for reimbursement. Please contact Brittany Snell if you need to cancel your registration.

10/19/2023 12:00 PM - 10/26/2023 1:15 PM
Eastern Daylight Time
Virtual - Eastern Time Virtual - Eastern Time, CANADA

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Sign In below to register. Not sure if you have an account? Click on Forgot Password? and enter your email address. If you have an account, you will receive an email from [email protected] with instructions to create your password. If you do not have an account, please click on Create a new account. It only takes a few minutes! 

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