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Event Information
Finance 101: Introduction to Capital Markets & Finance Fundamentals (November 2017)
Date: November 6 — 7, 2017
Location: The New York Society of Security Analysts

Learn the basics of Financial Markets, Corporate Finance, Financial Statements, and Valuation.  This course will give you the confidence to participate in financial discussions and enable you to engage with investors, analysts, the business media and the C-suite.
 
Who Should Attend?
  • Investor Relations executives who do not have a finance or capital markets background
  • Corporate communicators who would like to understand the language of the C-suite and the financial markets
  • Those starting a career in IR or media relations in a listed company environment
OUTCOMES
  • Understand the capital markets and how IR and corporate communications fit in
  • Grasp the essentials of economics
  • Appreciate the perspectives of investors, analysts and the financial media
  • Be able to identify the earnings release headlines and see which numbers matter
  • Get to grips with jargon and improve your financial fluency
WHAT YOU WILL LEARN
Capital Markets
  • Overview of the capital markets
  • Debt and equity funding – understanding shares and bonds
  • The role of investment banks
  • Working within the regulations – what you can and cannot say
  • The perspectives of your key financial audiences
  • FinanceTalking investment game round 1
Economics Essentials
  • The business cycle – growth, inflation, bubbles and crashes, impact of Government policy
  • Defensive versus cyclical companies
  • The impact of interest rates
  • Growth, income and value
  • FinanceTalking investment game round 2
Key Financial Audiences & their Perspectives
  • Understanding investors and investment styles
  • The role of the sell-side analyst
  • Financial media relations
  • FinanceTalking investment game round 3
Working with Financial Information
  • Understanding the income statement
  • Identifying the numbers that matter
  • The difference between GAAP and non-GAAP numbers
  • Writing the headlines and key messages
  • FinanceTalking investment game round 4
Valuation Overview
  • Why value matters
  • Valuation methodologies
  • Communicating for value
  • Investment game conclusion
  • Bringing it all together and taking your knowledge forward
PREREQUISITES
None