Effective Investor Communications

What Our Clients Say...

In recent years, the primary role of investor relations - increasing shareholder wealth - has become more complex as competition for capital has intensified. Today's public company operates in a world of new technologies, growing internationalism, and more public companies, institutional funds and financial instruments than ever before. To compete successfully for capital in this highly competitive marketplace requires effective marketing, and effective marketing involves consistent, credible and effective communication with investors and those who influence them.

Typically, management communicates regularly with these individuals through:

°   Meetings with security analysts
°   Meetings with stockbrokers
°   Meetings with money managers, institutional investors and portfolio managers
°   The annual shareholders' meeting
°   Electronic conferences (including video, phone and Web cast)
°   The IPO "road show"
°   Interviews with the financial and other business media (both print and broadcast)

Effective Investor Communications is a highly customized session (1-1½ days in length) designed to provide executives and other senior management with an assessment of their effectiveness in communicating with analysts, shareholders and the financial community.

Day One is an intensive, interactive session during which executives deliver a presentation of their choice. Extensive feedback on the content and delivery of the presentation is provided. Through repeated practice of the presentation, participants achieve a high level of confidence and competence in their investor presentations. Guidance and practice in fielding questions and a critique of the firm's most recent analyst conference call are also included.

On Day Two, the focus shifts to media relations. Participants are given a review of the basics of dealing effectively with the media and participate in several simulated media interviews.


Benefits of Attendance

Thousands of business and other professionals have attended workshops conducted by The Ammerman Experience in order to acquire the skills needed to face the media, manage a crisis, speak at public meetings, and deliver memorable, effective business presentations. Effective Investor Communications addresses the specialized training needs of those responsible for communicating with investors, analysts, and the financial community and media.

In this session you will:


°   Learn how to develop, practice and deliver an effective investor/analyst presentation.
°   Learn how to confidently and competently field questions on that presentation.
°   Receive an extensive critique of the content and delivery of your presentation, along with suggestions for improvement.
°   Learn the skills essential to improving your ability to craft and deliver concise, impactful messages that resonate with various audiences.
°   Sharpen your media interview skills by participating in videotaped interviews (including a remote interview).
°   See why establishing trust and credibility must be your overriding goal in any communication, and learn how to achieve that goal.
°   Receive an assessment of your effectiveness in conducting analyst conference calls.

A one-time investment in this training will return repeated and significant dividends to your company in the form of more effective delivery of your key messages.

Who Should Attend

This workshop draws executives and other senior-level management involved in developing information for, or presenting it to, the investment and financial communities. The session generally attracts a combination of the following:


°   Chairman
°   CEO
°   President
°   COO
°   CFO
°   Subsidiary or division presidents & VPs
°   Investor relations professionals
°   PR/communications professionals

Practical Learning

This is a skills-development workshop, not a lecture on concepts. As our firm's name suggests, the training we provide is experiential. We use simulated environments, including tough questioners and journalists. Some features of this workshop:

°   Instructors and role players with extensive investor and media communications experience.
°   Attendees deliver a complete presentation two times and participate in two interviews. Each exercise is videotaped and critiqued in an open forum by the workshop leaders.
°   The opportunity to deliver an actual (preferably upcoming) presentation.

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