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Navigation Session Information

Conference Material Site sponsored by Ipreo  
Wednesday, June 6, 2012    |   1:00 pm-3:00 pm


Why Now?
Seasoned IROs will have the opportunity to test their response skills and thinking processes against the decisions reached by the other teams. It will be an excellent starting point for individuals new to their roles to understand the core fundamentals around crisis communications planning. Knowing the key principals in crisis communication is also always a relevant topic.
Actionable Takeaway Documents
  • The WidgeCo case study and associated documents, including mock 'news' video reports
  • Are you prepared for a Crisis? Checklist.
  • Crisis Communications: four questions to start the planning process.
  • Crisis Communications Resources for today's IRO/Corporate Communications Professionals

Session Material
Attendee access, log-in required
WidgeCo Management Needs Your Help!*
Wed - Jun, 6 | 1:00 pm - 3:00 pm
Location: 6B (Convention Center Level 6)
Category: Conference Workshop | Secondary Category: Communications

(Please note extended time: 1:00 - 3:30pm.)

Join us for an interactive case study on crisis communication. The case study combines immersive participant engagement, effective simulation, including media and analyst interface as well as subject-matter expert commentary.

The setting: WidgeCo management is in a spin! We won't tell you why, but there's a crisis and they are ill-prepared. Using action-learning techniques, participants are plunged into the role of an investor relations officer on-point to advise on how to regain control of a rapidly escalating crisis. It is a roller coaster with plenty of twists and turns.

Moderator/Lead Speaker:
Edward Ferris, Managing Partner
Charlesmore Partners International

Panelist(s)/Co-Speaker(s):
Sydney Rosencranz Isaacs, Senior Vice President
The Abernathy MacGregor Group

James Lucas, Managing Director
The Abernathy MacGregor Group

John Palizza, Lecturer in Management & Consultant
Jones School of Business, Rice University & Three Part Advisors

Rachel Posner, Senior Managing Director & General Counsel
Georgeson

Matthew Sherman, Partner
Joele Frank, Willkinson Brimmer Katcher

Matt Taylor, CFA, Vice President
Barclays

Taylor Thoen, CEO - Founder, Executive Producer
BTV Business Television

Scott Winters, Vice President Corporate Planning & Research
Plains Exploration & Production Co.
    Learning Objectives:
  • Learn how an IRO can and should respond during a crisis
  • Learn what IROs can and cannot plan for in terms of a crisis
  • Give IROs enough confidence and knowledge of the core principals to be active participants and leaders in their company's process in planning for and responding to crises
  • Understand the differences in dealing with the various constituent audiences during a crisis --media, analysts, suppliers, employees and more
 
 
* Draft description as of 6/28 3:51 pm, subject to change
 



Session Material
Attendee access, log-in required
Would You Buy This Stock? An Interactive Valuation Workshop with Rainier Investment Management*
Wed - Jun, 6 | 1:00 pm - 3:00 pm
Location: 6C (Convention Center Level 6)
Category: Conference Workshop | Secondary Category: Investment Process

The successful investor relations executive possess well-developed financial acumen and strong working knowledge of the valuation metrics used by buy and sell side analysts. This hands-on interactive workshop will challenge attendees to analyze the case study of a public company and determine its valuation based on the information and techniques used by buy-side investors. Assuming the role as the portfolio manager, attendees will submit their recommendation to buy, hold or sell the company and why to a team of investors from Rainier Investment Management.

Participants should have a basic understanding of financial accounting and how valuation metrics apply to buying or selling a security.

Moderator/Lead Speaker:
James R. Margard, CFA, Principal, Chief Investment Officer, Director of Equity Management
Rainier Investment Management, Inc.

Panelist(s)/Co-Speaker(s):
Mike D. Emery, CFA, Senior Portfolio Manager
Rainier Investment Management, Inc.
    Learning Objectives:
  • Learn first-hand how investors determine a company's valuation
  • Understand the basics of financial modeling
  • Determine the various metrics used to Create Peer Analysis
  • Compare Your Internal Valuation to the Street's and Gain knowledge needed to confidently communicate financial information to investors and senior management
 
 
* Draft description as of 6/28 3:51 pm, subject to change
 

Contact Tammy Dang (tdang@niri.org) with session inquiries.