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INVESTOR COMMUNICATION SKILLS

Successful Shareholder Meetings

This intense preparation session guides the executive team through a shareholder meeting role-play with attention to the behaviours that send the right corporate messages. Presenters work together to send messages well as individuals and as a team. Much attention is devoted to potential challenges in the Q&A. Depending on executive team size and messaging complexity, this can be a half-day, full-day or two-day agenda.

Road Show Readiness

This intense programme readies the executive team for capital-raising. Whether the effort aims toward an IPO or secondary offering, the organisation needs this team to project a consistent message. This role-play driven agenda sharpens the entire road show. Participants emerge with a clear set of presentation and Q&A skills for showcasing the business strategy to this important audience. Road Show Readiness can be a single-day session or a series of sessions in the buildup to the first event.

AGM Preparation

This workshop ensures the executive team maximises this important event in the corporate calendar. In a role-play driven format, the organisation’s leaders prepare to make the most of this moment in the spotlight and handle all possible communication challenges. Depending on executive team size and messaging complexity, this can be a half-day, full-day or two-day agenda.

Results Announcement Preparation

This session strengthens the executive team’s approach to quarterly results communication. Considerable focus is devoted to potential questions from analysts, investors, media and other key audiences. Role-plays are crafted to replicate the environment, be it face-to-face, audio, webcast or a combination of these. Depending on executive team size and messaging complexity, this can run from three to eight hours.

Successful Analyst Meetings

This training helps C-level executives prepare well to meet with analysts one-on-one or in small groups. It focuses narrowly on the messaging and behaviours essential to delivering corporate key messages to this important influencer audience. Q&A role-plays are prepared with comprehensive research. Depending on the meeting format and messaging complexity, this agenda can run from three to eight hours.

Financial Media Interview Skills

The intense demands of an interview with financial media such as Bloomberg, Dow Jones or CNBC call for specialist skills. This training prepares C-level executives to engage skilfully in this demanding setting. Participants acquire proven techniques for crystallising complex data points to meet the needs of financial journalists while staying true to their intended message. This full-day agenda suits executives who have already gained general media handling skills.

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