Effective communications with stakeholders and shareholders is a key part of any CFOs role. This course is designed to help CFOs learn to think like an investor to get ahead of common miscommunication challenges, and:
- Improve your personal effectiveness in meeting the needs of your CEO and board members
- Drive important investor-board member dialogue
- Better teamwork with your colleagues to engage and communicate with board members
This course begins with the audience and legal context for investor-company communications, then moves to types of investors and the range of roles within an investor organization with which companies must communicate. The course also covers the eight specific opportunities for CFOs to improve investor-company communications including, risk, compensation, governance and shareholder participation. The final “By the Numbers” section walks through a fundamental analyst toolkit, sharing screen shots from a popular analysis software package showing CFOs how they look under the analyst microscope.
Learning Objectives
- Enumerate how to help your board members prepare for meetings with investors
- Describe approaches and tools used by fundamental analysts to evaluate your company among the investor's options
- Identify and detail methods for meeting the needs of your CEO and board members that are communicating with investors
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Prerequisites
Prerequisite: Exposure to investor relations
Advanced Preparation: None