Day 1 - Monday, September 14
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1:00 PM ET
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Welcome & Opening Remarks
Speaker: Yvette Lokker, President & CEO, CIRI
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1:15 PM ET
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The Role of IR Today
Speaker: Adam Borgatti, Senior Vice President, Corporate Development & Investor Relations, Aecon Group Inc.
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.
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2:15 PM ET
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Supplier Spotlight
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2:30 PM ET
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Virtual Networking & Break
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3:15 PM ET
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Understanding & Analyzing Financial Statements
Speaker: Amy Luchkovich, CPA, CA, Partner, Accounting Advisory Services, KPMG LLP
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.
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4:45 PM ET
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End of Day 1
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Day 2 - Tuesday, September 15
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1:00 PM ET
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Effective Targeting & Marketing
Speaker: Paul Butcher, Vice President, Investor Relations, Canadian National Railway Company
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.
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2:00 PM ET
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Accessing the Markets for Funding
Speaker: Ali Qureshi, Executive Director, Institutional Equity Sales, CIBC World 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.
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2:45 PM ET
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Break
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3:00 PM ET
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Understanding Canadian Equity Market Mechanics
Speaker: Peter Haynes, Managing Director, TD Securities
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.
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4:00 PM ET
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Assessing Analyst Reports & Valuation Models
Speaker: Adam Buckham, Associate Director, Equity Research, Scotia Capital 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.
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5:00 PM ET
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End of Day 2
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Day 3 - Monday, September 21
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1:00 PM ET
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Corporate Disclosure Today & Tomorrow
Speaker: David Frost, Partner, McCarthy Tetrault 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.
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2:00 PM ET
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Supplier Spotlight
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2:15 PM ET
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Message Development
Speaker: Susan Soprovich, Principle, Phoenix Strategies
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.
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3:00 PM ET
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Virtual Networking & Break
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3:45 PM ET
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Effective IR Communications
Speaker: Indi Gopinathan, Vice President Investor Relations & Corporate Communications, IAMGOLD
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.
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4:45 PM ET
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End of Day 3
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Day 4 - Tuesday, September 22
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1:00 PM ET
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Developing & Implementing Your IR Strategy & Program
Speaker: Rhylin Bailie, Vice President, Investor Relations, Equinox Gold
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.
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2:00 PM ET
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Key External Stakeholders
Speaker: Camilla Bartosiewicz, Vice President, Investor Relations, Altus Group
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.
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3:00PM ET
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Break
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3:15 PM ET
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Importance of ESG
Sponsored by Millani
Speaker: Milla Craig, Founder & President, Millani
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.
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4:15 PM ET
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IR as a Strategic Advisor
Speaker: Melanie Hennessey, F.CIRI, Vice President, Corporate Communications, NOVAGOLD Resources Inc.
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.
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5:00 PM ET
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End of Day 4
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