Program

Monday, September 17

  7:30 AM

Registration & Breakfast

  8:15 AM

Welcome Remarks
Speaker: Yvette Lokker, President & CEO, CIRI

  8:30 AM

The Role of IR Today
Speaker: Rhylin Bailie, Vice President, Investor Relations, Equinox Gold Corp.

The investor relations profession is challenging, constantly evolving and often very rewarding.
Join a senior IRO for an interactive discussion, as they review the core responsibilities of an IRO
and share insights on what has contributed to their success in the field of IR over the years.

  9:30 AM

Understanding Financial Statements

Trying to make sense of your company’s or competitor’s financial statements? We will review financial statements and key financial reporting concepts. You will also learn about metrics used by analysts to evaluate financial performance.

10:30 AM

Meet the Service Providers

10:45 AM
 
Break with Exhibitors

11:00 AM

Analyzing Financial Statements

With an understanding of what financial statements consist of and how they relate to one another, we will go one step further and demonstrate how they are used to evaluate financial performance.

12:00 PM

Networking Lunch

Being new to investor relations, you will quickly discover that the IR community is open to helping one another. We will boost your IR connections through speed networking so that you have peers to reach out to in coming years.

  1:30 PM

Assessing Analyst Reports & Valuation Models
Speaker: Frederic Bastien, CFA, Managing Director, Equity Analyst, Raymond James Ltd.

Trying to wrap your head around analyst reports and how analysts value your company? We will take a deeper look at how the buy- and sell-side value your company, including the various valuation models and metrics they use to compare your company against your peers.

  2:30 PM

Canadian Capital Markets
Sponsored by TMX Group
Speaker: Graham MacKenzie, Sr. Account Manager, TMX Group Ltd.

The capital markets are getting more complex and, as an IRO, you need to make sense of it all. Learn about the various Canadian capital markets participants and how they interact with each other. Gain a better understanding of Canada’s trading environment and how they impact trading of your stock.

  3:30 PM

Break with Exhibitors

  3:45 PM

Regulatory Overview
Speaker: David Frost, Partner, McCarthy Tetrault

We will examine and discuss disclosure concepts and requirements for Canadian issuers and how they effect the preparation of various required and voluntary disclosure documents ranging from annual and interim reports to IR websites and social media.

  4:45 PM

End of Day One

 

Tuesday, September 18

   8:15 AM

Building Your IR Strategy & Program
Speaker: Meghan Brown, Vice President, Investor Relations, Leagold Mining Corporation

Led by a senior IRO, learn how to develop an IR strategy to achieve a fair valuation for your company. Review the step-by-step process for developing and implementing an IR program, measuring success and adjusting the program as needed along the way. Practical examples and helpful tips will be provided.

   9:15 AM

IR Communications
Speaker: Monica Hamm, Vice President, Investor Relations, Zinc One Resources Inc.

We will provide an overview of IR communication tools and the role that each play in your IR program. From routine and crisis situations to print and digital tools, learn how and when to use each vehicle to effectively communicate your company’s story.

 10:15 AM

Break with Exhibitors

 10:30 AM

Crafting & Delivering Your Company's Story
Sponsored by BTV-Business Television
Speaker: Taylor Thoen, CEO, BTV-Business Television

You only have one opportunity to make a first impression with investors, make sure it’s a good one. Join Taylor Thoen from BTV as she takes you through how to craft your company’s story and deliver it effectively.

 11:30 AM

Key External Stakeholders
Speaker: Adam Borgatti, CFA, Senior Vice President, Corporate Development & Investor Relations, Aecon Group Inc.

IROs interact with a wide range of external stakeholders such as equity research analysts, institutional and retail investors, traders and many others. This session will provide you with tips on how to build strong relationships with external stakeholders and how you can leverage these relationships to gain IR intelligence to assist in your strategic advisory role and strengthen your IR program.

 12:30 PM

Lunch

   1:30 PM

Effective Targeting & Marketing
Sponsored by Nasdaq Investor Relations Solutions
Speaker: Dan Tomito, Global Head, Investor Analytics, Nasdaq Investor Relations Solutions

Marketing is a key element of your IR program. Join Nasdaq IR Solutions for a discussion on the nuts and bolts of evidence-based targeting and marketing. Walk away with practical advice on how to target key markets, best position your company within a market segment and get the most value from your marketing activities.

   2:30 PM

IR as a Strategic Advisor

Led by a senior IRO, learn how to develop an IR strategy to achieve a fair valuation for your company. Review the step-by-step process for developing and implementing an IR program, measuring success and adjusting the program as needed along the way. Practical examples and helpful tips will be provided.

   3:30 PM

Break with Exhibitors

   3:45 PM

Corporate Governance
Sponsored by AST
Speaker: Dexter John, Executive Vice President, D. F. King

As a key conduit between the financial community and your company, you can play an instrumental role in corporate governance. Learn about the key internal and external players in corporate governance, the top governance issues and the role you can play in Board-shareholder engagement.

   4:45 PM

End of Day Two