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Investor Relations Crash Course

Virtual Workshop

Investor Relations Crash Course

February 13, 2024
1:30 p.m.−3:45 p.m. ET

Understanding your company or client’s qualitative and quantitative business functioning and data is increasingly important for comprehending the organization’s public affairs landscape. Learn more about investor relations and how integrating company financial information to key stakeholders can enhance public affairs efforts.

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In this workshop, you’ll gain insight into:

  • Key terms in the investor relations field
  • How to write and interpret quarterly and annual earnings reports, 10-Ks, and other financial documents
  • Understanding which investors, shareholders, customers and stakeholder groups to engage in conversation
  • How to run earnings calls and investor days

1:30 p.m.

How to Report and Trends to Track

To fully understand their organization or clients, public affairs professionals must be aware of the companies and industries’ business performance. Whether you are in the field yourself, understanding the financial health of your association member companies or on the lookout for potential clients who may need your expertise, our speakers will provide a thorough overview of the responsibilities of investor relations teams.

You’ll learn:

  • The different types of financial disclosure frameworks, and how they are drafted
  • How to read key terms and metrics used in information materials, earnings calls and annual reports
  • The changing expectations and developments in corporate governance
Alexander V. Laskin, Ph.D. Professor
Quinnipiac Univeristy

2:30 p.m.

Break

2:45 p.m.

Reporting and Communications Strategies

Financial data and analysis can be confusing if not communicated properly. Our speakers will cover how to craft reports for your business and market stakeholders, including insights into:

  • How to amend your message for different audiences, including analysts, brokers, regulators and broader market actors
  • Helpful tips for condensing large amounts of data into key points
  • Preparing C-suite executives and officers for earnings calls, conferences and summits
  • Ways to utilize different platforms and filters to maximize the impact of your company’s message
Kelly Sullivan Partner
Joele Frank

3:45 p.m.

Adjourn

Alexander V. Laskin, Ph.D. Professor
Quinnipiac Univeristy
Kelly Sullivan Partner
Joele Frank

This program is eligible for 2 elective credits toward the Certificate in Public Affairs Management.

Register

Membership Plus: FREE
Members: $289
Non-Members: $399

More Registration Info

Additional discounts may apply to this meeting. These discounts may include:

For multiple registrants: A discount will apply to the standard member/nonmember rate for organizations that register two or more participants for the same meeting. The first registrant will pay full price, the second participant will receive a 10% discount and each additional registrant will receive a 15% discount. To register multiple participants, you may either register online or download the print and fax registration form.

Member discounts: Discounts for members are applied to all Public Affairs Council meetings.

Nonmembers: Join the Council today, and save by registering at the member rate and using the $200 new-member coupon you will receive. Contact our membership team for information about joining the Council.

Questions? Contact us at 202.787.5950.

Questions

alex donovan

Alex Donovan
Manager, Public Affairs & Policy Communications
202.787.5978 | [email protected]