Effective Shareholder Engagement

We are pleased to announce the next workshop in our series, is with Lorraine Rees, FCA, Director, IR-connect , entitled 'Effective Shareholder Engagement'. 

What Do I Gain from this Workshop?

• A clear understanding of the benefits of a proactive approach to investor relations. 
• Increased knowledge of how to build an effective shareholder engagement programme.
• Increased awareness of the needs and expectations of different stakeholders including institutional investors, private equity, and debt investors.

Lorraine Rees, FCA, is the Director of IR-connect consultancy. Lorraine established the IR-connect consultancy in 2015, specialising in investor relations (IR) for IPOs, ad hoc projects, and personalised IR mentoring for executive and non-executive directors, IR Directors, and IROs. 

She runs a number of courses for the IR Society, including best practice in IR, debt IR, ethics, and the advanced Diploma modules. 

Prior to setting up her consultancy company, she was IR Director at Standard Life plc, Head of IR at The Phoenix Group, and an equity analyst at Exane BNP Paribas.

Lorraine originally trained as a chartered accountant, and has also worked in strategy, corporate finance, private equity and banking.

In this workshop, Lorraine Rees will take participants through the following key elements: 

The role of investor relations (IR) in listed, private equity owned, and limited companies.

This will include:

• What does IR do?
• Information flow between the board and its investors/ shareholders
• Integrating IR, PR, and communications activities.

Developing a proactive investor engagement plan.

This will include:

• Building confidence through transparent and effective communication.
• Best practice in IR.
• What tools and resources does IR need?

Debt investors

• What’s the differences between equity IR and debt IR?
• Working with rating agencies.

IR and crisis management

• What happens when things go wrong?
• A seven-point investor relations health check that every company should do.
• Tips and recommendations for non-executive directors.

Workshop material is prepared by presenters and produced by the IoD wholly and exclusively for use by workshop participants. Please note that workshop material will be provided in soft copy to all participants. 

 Workshop Costs

• IoD members - €175 ex VAT
• Non-members - €225 ex VAT 

CPD

IoD workshops may be eligible for CPD, including Chartered Director CPD. Please check with your relevant professional body.

Queries

For any queries in regards to this workshop, please email the IoD Ireland Training Team.

How to participate in this online workshop

• Please note you will need an active microphone and camera to be able to interact in this workshop.
• To attend this workshop, please book and pay via the “Book Now” button above.
• All registered attendees will receive a joining instructions email on Monday, 8th March, 2021. This email will contain your registration link to access the workshop. Please press this to confirm once you receive it. 
• This webinar will take place via the online platform Zoom. Please download Zoom to your system before the webinar to ensure you can view the webinar.
• We would ask all registered attendees to do a test of the Zoom platform in advance to ensure it works for them. To do this, please click on the following Zoom Test page. If you need any further support, please visit the Zoom support page for more information.
• On the morning of the event, please then click the webinar link in the joining instructions email and you will be able to view the webinar. Please note it will prompt you for your email address before you can join, this is a required feature of the Zoom platform. For more information on this, please view: Zoom Video Communications GDPR Compliance.