Certificate In Investor Relations

Certificate In Investor Relations

15 – 17 September 2013 • Kempinski Hotel, Mall of the Emirates, Dubai, UAE

Creating A Positive Investment Environment Through Credible Communication And Sustainable Practices

Delegates are required to bring their laptops to the course for the assessment on the last day

Top 5 Learning Objectives 1. Discover how to determine and promote the best practice in Investor Relations 2. Learn how to structure and implement a strategic IR programme 3. Develop effective skills to disseminate messages to the investment community 4. Understand IR’s role in Corporate Governance 5. Learn how to manage IR dilemmas, crisis management and regulatory change

www.iirme.com/investorrelations Organised by:

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Meet Your Expert Course Director

The George Washington University School of Business, IIR Middle East’s Academic Partner, is dedicated to excellence: in its teaching and research about management, in the public and private sectors, within the United States and internationally.

The school has a 75 year history of preparing men and women for leadership in both the public and private sectors. Known internationally for its dedication to academic excellence, the school draws students from all parts of the United States and around the world.

Beyond first class teaching and scholarship, the school’s faculty offers practical experience in the issues and challenges confronting business and government. Its research centres link faculty and students with US and international business and government organisations. Recent distance learning initiatives have expanded the school’s global reach.

Course Requirements And Certificates Delegates must meet two criteria to be eligible for an IIRME/GW Certificate of Completion for a course: 1. Satisfactory attendance – delegates must attend all sessions of the course. Delegates who miss more than 2 hours of the course sessions will not be eligible to sit the course exam 2. Successful completion of the course assessment Delegates who do not meet these criteria will receive an IIRME Certificate of Attendance. If delegates have not attended all sessions, the Certificate will clearly state the number of hours attended..

Who Should Attend?

1.

CEOs, CFOs, Managing Directors, Board Members, Boards of Directors

2.

Investors/Shareholders

3.

Board Secretaries

4.

Financial Communications, PR, Internal Communications, Corporate Communications professionals

5.

Corporate, financial and investment personnel from all listed companies on stock exchanges/financial markets

6.

Fund Managers and Directors from investment management firms and securities research organisations

7.

Corporate Governance, CSR and Compliance professionals

Would you like to run this course in-house?

Sharon Ditchburn is a Certified Practicing Accountant, Chartered Secretary, and holds legal qualifications from Australia, as well as an MBA specialising in Corporate Governance, Entrepreneurship and Strategy. She is one of the few individuals in the GCC certified by the IFC/ World Bank to deliver their Director Development Programmes, and has been delivering Corporate Governance advisory and training programmes throughout the GCC since 2005.

Sharon has wide ranging experience at senior management level, including as a CFO and Company Secretary in Australia and the UAE. Since 2004, she has worked with a wide range of listed, private and government owned enterprises in the GCC, including financial institutions, stock exchanges, private industrial firms, government departments and family owned businesses. Sharon is also an Authorised Individual by the DFSA with various regulated entities, including investment banks, brokerages, trust companies and wealth managers.

Sharon is a Member of the Australian Society of Certified Practicing Accountants, Australian Institute of Company Directors, Chartered Secretaries Australia, ICSA (UK), Australasian Compliance Institute and Association of Certified Anti Money Laundering Specialists (USA). She is also a recipient of the Solvi Stenbro Prize.

Course Overview Investor Relations (IR) is the communication of market intelligence between a company and the investment community, by which the company and its investing stakeholders share information and describe the investment proposition of the company. IR is a critical part of corporate strategic management, having a direct impact on the company’s ability to present itself in within an environment of rapidly increasing information, and to compete for investment resources. Many IR practitioners are multidisciplinary professionals combining finance, communication, marketing and legal skills.

This Is What Delegates Have Said About Sharon’s Previous Courses With IIR ME: “Sharon is very well experienced when it comes to Board of Director relations and Corporate Governance issues.The discussions we had on the course were intensive and fruitful.

She used videos, role plays and exercises to explain the course content.”

Shnaneh Ali, Manager – Group Compliance, Dubai Properties Group, UAE

“Sharon is on top of the topics covered on the course. She is fully familiar with the contexts of the Middle East region. She has a smooth and easy-to-understand way of communicating.

The course covered a range of topics across various industries.”

Ebrahim Ali Hashem, Senior Advisor – Business Strategy, ADCO, UAE

The in-house training division of IIR Middle East Tel: +971 4 407 2624 • Email: CTS@iirme.com www.iirme.com/cts

“Sharon is extremely knowledgeable with a vast range of experience.Very interesting anecdotes were shared with the team on the course.”

Lamis Al Hashimy, Head of Investor Relations, Dubai Holdings, UAE

T: +971 4 335 2437 F: +971 4 335 2438 E: register@iirme.com W: www.iirme.com/investorrelations

Certificate In Investor Relations 15 – 17 September 2013 Kempinski Hotel, Mall of the Emirates, Dubai, UAE

Course Timings Registration will be at 07:30 on Day One. Course sessions will start promptly at 08:00 and end at 14:30. There will be two short breaks for refreshments and lunch will be served at the end of each day’s sessions.

Course Outline

Local GCC Case Studies – DP World, Almarai, others

Day One Introduction To Investor Relations (IR) • What is Investor Relations?

• The business case for an IR programme • Recognising the IR stakeholders • The investment process • Key investor expectations and strategies • The difference between disclosure and communication • Traditional and social/new media trends The Investor Relations Role • Establishing the IR function - Skills and attributes • Understanding the portfolio and value • Building an IR community - Board and management - Associates - Investors • Linking IR with other management functions • Internal communication • Shareholder relations • Structuring an IR programme • Responsibility and accountability to stakeholders • IR’s role in Corporate Governance matters • Communication techniques and tools - Documents - Presentations - Good and bad news

Investment Process •

Evaluating information sources and their relevancy

•

Building the brand value

•

Investor characteristics and objectives

•

State of the capital market

•

Valuation techniques

•

Financial analysis key points

•

Impact of investment structures

•

Evaluating and managing risk

•

Fundraising strategies and techniques

•

Developing strategies for short and long term investor relationships

•

Developing plans for other IR stakeholders in the investing community

•

Case Studies – Xtrata, Groupon

Day Three Post Investment Process •

Managing shareholder relations once invested

•

The ongoing value story

•

Crisis communication and disaster management

•

IR agents and influencers

•

Investment exit strategies

•

Transparency and disclosure

•

Relationship management

Case Studies – Starbucks, LinkedIn, Ooredoo (Qtel)

Day Two Rules And Regulations • Disclosure obligations • IR related rules, regulations and standards - International standards - Benchmarking • Special corporate actions: - IPO process - Merger and takeover • Shareholders’ rights and responsibilities • Securities regulation • Developing Corporate Governance issues that impact investors

Financial calendar

Case Studies – Facebook, BP Future Developments •

Technology

•

Increased regulatory pressures

•

Harmonisation, eg: EU Directives

•

Professional standards

•

Thought leadership Case Studies – Netflix, Sun Micro, and the impact of social media Examination

Please bring your laptop for the examination

T: +971 4 335 2437 F: +971 4 335 2438 E: register@iirme.com W: www.iirme.com/investorrelations

Certificate In Investor Relations 15 – 17 September 2013 • Kempinski Hotel, Mall of the Emirates, Dubai, UAE FIVE WAYS TO REGISTER IIR Holdings Ltd. P.O Box 9428 Dubai, UAE

+971 4 335 2437 +971 4 335 2438 register@iirme.com

www.iirme.com/investorrelations

DISCOUNTS AVAILABLE FOR 2 OR MORE PEOPLE CALL – 971-4-3352483 E-MAIL – a.watts@iirme.com WEB BC5112 Event Certificate In Investor Relations 15 – 17 September 2013

Course Fee Before 30 June 2013

Course Fee Before 21 July 2013

Final Fee

US$ 3,095

US$ 3,395

US$ 3,495

WOULD YOU LIKE TO RUN THIS COURSE INͳHOUSE?

Course fees include documentation, luncheon and refreshments. Delegates who attend all sessions and successfully complete the course assessment will receive an IIRME/GW Certificate of Completion.

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Event Venue: Kempinski Hotel, Mall of the Emirates, Dubai, UAE Tel: +971 4 341 0000 Accommodation Details We highly recommend you secure your room reservation at the earliest to avoid last minute inconvenience. You can contact the IIR Hospitality Desk for assistance on: Tel: +971 4 407 2693 Fax: +971 4 407 2517 Email: hospitality@iirme.com © Copyright I.I.R. HOLDINGS B.V.

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