The Role of IR Today
Speaker: Yvette Lokker, President & CEO, CIRI

The investor relations profession is challenging and constantly evolving, which makes it very exciting. Get an overview of how the profession
has evolved, the core responsibilities of today’s IRO and key attributes that make an IRO successful.

Understanding & Analyzing Financial Statements 

Your company's financial statements are a key piece of your company story - one you need to understand. This session will review financial
statements and key financial reporting concepts as well as examine how they are used to evaluate financial performance. 

Assessing Analyst Reports & Valuation Models
Speaker: Sean Steuart, Managing Director, Equity Research - Paper & Forest Products/Alternative Energy, TD Securities Inc.

Understanding how analysts determine your company's valuation is key to your success. 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.  

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.

Accessing the Markets for Funding
Speaker: Ali Qureshi, Equity Sales, CIBC Capital Markets

Raising capital is essential for companies to continue to grow. Understand how companies access the capital markets, which stakeholders are
involved and the role you play in this as the IRO.  

Understanding Canadian Capital Markets
Sponsored by TMX Group
Speaker: Michael Tintinaglia, Business Development Manager, Equities Trading, TMX Markets

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.

Reporting Requirements & Regulatory Changes
Speaker: Ross McKee, Partner, Blake, Cassels & Graydon LLP

Examine and discuss disclosure concepts and requirements for Canadian issuers and how they effect the preparation of various annual and
interim reporting documents and IR tools, such as IR websites. The role and scope of the issuer's disclosure committee will also be discussed.

 5:00 PM

Networking Reception
Sponsored by CIRI Ontario

Building Your IR Strategy & Program
Speaker: Karen Keyes, Senior Vice President, Investor Relations, Aimia Inc. 

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.

IR Communications
Speaker: Tamara Brown, Vice President, Investor Relations & Corporate Development, Newcrest Mining Ltd.

Communication is key for the IRO. Get 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. 

Break with Exhibitors 

Message Development 
Sponsored by BTV-Business Television
Speakers:
Michelle Moore, Account Executive, BTV-Business Television (Moderator)
Ann Wilkinson, Investor Relations & Communications Professional

Articulating your company's story to investors and the street in a digestible manner takes practice. This practical session will review the
elements of effective messages, how to write them and tips for delivery.  

Lunch

Effective Targeting & Marketing
Speaker: Camilla Bartosiewicz, Vice President, Investor Relations, Altus Group Limited

Marketing is a core element of your IR program. Walk away with practical advice on how to target key markets and investors, best position
your company within a market segment and get the most value from your marketing activities.  

Building External Relationships
Sponsored by IHS Markit
Speakers:
Yvette Lokker, President & CEO, CIRI (Moderator)
Paul O'Hea, Managing Director, Head, Canadian Equity Trading, Scotiabank
Robert Sedran, Managing Director & Head, Research, CIBC Capital Markets
Malcolm White, Portfolio Manager, Signature Global Asset Management

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.   

Break with Exhibitors 

Importance of ESG
Speaker: Sarah Keyes, Principal, ESG Global Advisors

ESG is having a significant impact on investing with $2.3 trillion AUM (assets under management) dedicated to sustainable investments in
Canada alone. We will highlight its prevalence in capital markets globally, current trends and its importance to issuers and investors.   

IR as a Strategic Advisor
Speakers:
Paul Carpino, CPIR, F.CIRI, Vice President, Investor Relations, Rogers Communications Inc.
Yvette Lokker, President & CEO, CIRI (Moderator)

IROs interact with many different stakeholders within their company. Understanding what these stakeholders expect of an IRO is key for success.
Hear from an IRO who has earned a seat at the table about best practices to optimize your interaction with management and the Board and
become a trusted advisor, whether adding value in a face-to-face meeting or providing essential reports. 

pineapple, which makes it very exciting. Get an                     he core responsibilities of today’s IRO and key attributes that make an IRO successful.