The Investor Relations Guidebook ON DEMAND
Available Until
Your Desk
15.0 Credits
Member Price $87.00
Non-Member Price $100.00
Overview
This course features a detailed exploration of effective investor relations, an essential aspect of managing a public company. Participants will benefit from learning how to construct a robust value proposition and effectively communicate it to investors. The course covers critical topics such as conducting earnings calls, handling SEC filings, organizing shareholder meetings, and executing initial public offerings. Additionally, it delves into the nuances of managing investor expectations and regulatory compliance. This online self-study CPE course is beneficial for professionals looking to enhance their company’s investor relations, ensuring clear and compliant communication with the investment community, and effectively presenting the company’s financial narrative. The knowledge gained will empower participants to navigate the investor relations landscape confidently, ultimately contributing to their company’s success.
Highlights
Introduction to investor relations. Communicating the message. The earnings call. The forward-looking statement. The sell side and the buy side, and more.
Prerequisites
None.
Designed For
CPAs, auditors, consultants, and financial and managerial professionals.
Objectives
Recognize the components of the investor relations officer position. Specify the methods available for improving the value proposition of a business. Identify the methods used to communicate with the investment community. State the methods used to comply with Regulation FD. Cite the participants in and contents of an earnings call. Specify the circumstances under which guidance is used and not used. State the reasons for and applicability of a safe harbor provision. Cite the information to include in and features of an investor relations website. Identify the participants in and purpose of the sell side and buy side, and more.
Preparation
None.
Notice
None.
Leader(s):
Leader Bios
Steven Bragg, Western CPE
Steven M. Bragg, CPA, is a full-time book and course author who has written more than 70 business books. He provides Western CPE with self-study courses in the areas of accounting and finance, with an emphasis on the practical application of accounting standards and management techniques. A sampling of his courses include the The New Controller Guidebook, The GAAP Guidebook, Accountants’ Guidebook, and Closing the Books: An Accountant’s Guide. He also manages the Accounting Best Practices podcast.
Steven has been the CFO or controller of both public and private companies and has been a consulting manager with Ernst & Young and an auditor with Deloitte & Touche. He holds an MBA from Babson College, a Master of Finance from Bentley College, and a BA from the University of Maine (summa cum laude).
Non-Member Price $100.00
Member Price $87.00