Annual Conference Program

Additional speakers and sponsored sessions will be announced as they are confirmed.


SUNDAY, JUNE 15

6:00am      18th Annual Golf Tournament

9:00am      City Cycling Tour

9:30am      Culinary Tour Through ByWard Market

1:00pm      Registration

3:00pm      Under the Microscope: Why Companies Need to Prepare for Engagement
Sponsored by CNW Group

Emerging legislation and standards globally will put pressure on investment institutions to demonstrate that they are proactively engaging with companies in their holdings. The importance of strong communication has never been more critical and companies need to be ready to engage when asked. Learn about the tools, ethics and motivation of engagement from one of Canada’s leading SRI fund companies in Canada. 

Speaker:
Michelle de Cordova, Director, Corporate Engagement & Public Policy, NEI Investments

3:45pm      Building a Better IR Communications Program in Three Easy Steps
Sponsored by Business Wire

Today there are more ways than ever to connect with key audiences. In this session, we will look at how to initiate a social listening program, how to create IR content that resonates with financial and non-financial audiences, and how to measure the success of an IR communication program. This session, relevant to new and senior IROs, will discuss industry trends and showcase tactics that all IROs can implement, regardless of budget size. 

Speaker:
Senera Ehrlich, Director, Social & Evolving Media, Business Wire 

5:00pm      CIRI Quebec Annual General Meeting
5:30pm      Welcome Reception & Opening Ceremony


MONDAY, JUNE 16

7:00am      Registration / Battle of the Breakfast Chefs: Putting CSR on the Table
Sponsored by The Works Design Communications

CSR is about making the most of what you’ve got. In that spirit, The Works Design Communications invites you to join us for a delicious breakfast where two top chefs battle for "best breakfast" honours using locally-sourced ingredients.

8:00am      Welcome & Opening Remarks

8:15am      A View of IR From Canada’s CFO of the Year
Sponsored by TSX Company Services

Join us for an interactive discussion with Janice Fukakusa, Royal Bank of Canada's Chief Administrative Officer and Chief Financial Officer and Canada's CFO of the Year™ for 2014. RBC is Canada's largest bank and among the top 15 global banks, based on market capitalization. Learn how RBC has navigated significant changes to the financial services industry in recent years and the ways in which IR helps support the company's corporate strategy by delivering value to management and the Board.

Moderator:
Rudy Sankovic, Senior Vice President, Investor Relations, TD Bank Group

Speaker:
Janice Fukakusa, Chief Administrative Officer & Chief Financial Officer, Royal Bank of Canada

9:15am      Breakout Sessions (select one)
 

Option #1  Putting Together the Pieces - The Shareholder Identification Puzzle

Shareholder identification is an important part of an IR strategy, however, identifying this group is challenging for many of today's IROs. To target new investors, it is important to understand who your current shareholders are so that you can identify potential new shareholders. Learn how two seasoned IROs approach shareholder identification challenges and how they acquire and use information on new targets to expand their investor base.

Speakers:
Ana Raman, Director, Investor Relations, Nordion Inc.
John Vincic, Independent Consultant

Option #2  Corporate Governance Insights
Sponsored by IR Magazine

Join this panel of corporate governance experts as they discuss recent trends, such as board-shareholder engagement, and other hot-button issues in 2014. What do IROs need to know to better facilitate investor communication on corporate governance and what are investors expecting this year and beyond from senior management and the Board?

Moderator:
Neil Stewart, Editorial & Research Director, IR Magazine

Speakers:
Janet McFarland, Reporter, The Globe and Mail's Report on Business
Cristina Circelli, Deputy Corporate Secretary & General Counsel, CN Railway
Meggie Daoust, Senior Analyst, Responsible Investing, Equity Market, Caisse de depot et de placement du Quebec

Option #3  Making the Connection: Corporate Social Responsibility (CSR) and IR
Sponsored by The Works Design Communications

Growth of corporate social responsibility (CSR) investment strategies and a strong international push for more disclosure has made CSR a greater focus for issuers. Learn about CSR trends, who is driving them, how investors and research firms use CSR information and how and why IR can leverage CSR efforts to expand their shareholder base.

Moderator:
Wesley Gee, Director, Sustainability, The Works Design Communications

Speakers:
Nick Boland, Vice President, Investor Relations, Maple Leaf Foods Inc.
Michelle de Cordova, Director, Corporate Engagement & Public Policy, NEI Investments
Melanie Hennessey, Vice President, Corporate Communications, NOVAGOLD Resources Inc.
Crystal Verbeek, Manager, Investor Relations, Stantec Inc. 

10:15am      Break with Exhibitors

10:45am      Senior IRO Roundtable - What's On Your Mind?
Sponsored by Marketwired

Leading IROs from across Canada will discuss their career, their IR program and the most relevant issues in IR today. This is your chance to ask questions regarding career development and to tap into their IR expertise. Exchange ideas and share strategies with your peers in this interactive discussion.

Moderator:
Stephen Devito, Chief Financial Officer, Marketwired

Speakers:
Gladys Caron, Vice President, Public Affairs, Communications & Investor Relations, Laurentian Bank
John Cobb, Vice President, Investor Relations & Information Technology, Keyera Corp.
Ian MacLean, Vice President, Investor Relations, B2Gold Corp.
Katherine Vyse, Former Senior Vice President, Investor Relations, Brookfield Asset Management

11:45am     Reception with Exhibitors

12:15pm    Awards Ceremony & Lunch

1:45pm      Breakout Sessions (select one)

Option #1  To Be or Not to Be an IRO?

Many of today’s IROs have experienced diverse careers before joining IR, while others have begun their careers in IR only to end up in different fields of work. Join this accomplished panel of current and former IROs as they discuss their careers, what led them to IR, and perhaps away from it, and factors that have influenced their career paths.

Moderator:
Pat Marshall, Vice President, Communications & Investor Relations, Cineplex Inc.

Speakers:
Heather Keeler-Hurshman, Director, Investor Relations, High Liner Foods Inc.
Greg Kist, President, Pacific NorthWest, LNG
Viki Lazaris, Chief Administrative Officer, Wealth Management, BMO Financial Group

Option #2  Beyond Borders - Examining Global IR Programs

IROs are spending a lot of time on the road, and more often it is outside of North America. Learn why IROs are going abroad, what their targeting and marketing strategies are and why they are reaching out to global markets such as Europe and Asia.

Moderator:
Alison Trollope, Director, Communication & Investor Education, Alberta Securities Commission

Speakers:
Shirley Chenier, Senior Director, Investor Relations, Bombardier, Inc.
Anne Day, Vice President, Investor Relations & Communications, AuRico Gold Inc.
Michael Foley, Director, Equity Capital Markets, CIBC 

Option #3  Understanding the Art of Valuation

Have you ever wondered how analysts and investors value your company or stock? Learn about different methods, such as the discounted cash flow model, and metrics of valuation from a former sell-side analyst (and current IRO), and get a deeper understanding of factors that can influence the valuation of your company and stock.

Speaker:
Brian Ector, Vice President, Capital Markets, Baytex Energy Corp.

2:45pm      Break with Exhibitors

3:15pm      Shareholder Activism - The New Normal?
Sponsored by Davies Ward Phillips & Vineberg LLP

With the continued growth in activist-oriented funds, shareholder activism is likely to remain part of the capital markets environment in 2014 and beyond. This panel will discuss how shareholder activism has evolved over the years, what’s influencing shareholder activism activities in Canada and how to assess if your company is at risk.

Moderator:
Alex Moore, Partner, Davies Ward Phillips & Vineberg LLP 

Speakers:
Tim Lynch, Partner, Joele Frank
Eric Rosenfeld, President & CEO, Crescendo Partners, L.P.
Ward Sellers, Senior Vice President, General Counsel & Corporate Secretary, Sherritt International

6:00pm      "Look to the Future; Look to the Stars" Reception with Exhibitors
Sponsored by Broadridge Investor Communications

7:30pm      "Look to the Future; Look to the Stars" Dinner and Dance


TUESDAY, JUNE 17


7:30am      Breakfast with the Exhibitors

8:00am      CIRI National Annual General Meeting

8:30am      The Global Economy - What's the Word?

Though the global economic outlook for 2014 remains uncertain, flickers of light at the end of 2013 prompted hopes of global economic growth ahead. As IROs, you need to stay informed about changing economic conditions and how they may impact your organizations. Hear what we can expect over the next 12 months – in Canada and abroad – and what it means for IROs.

Speaker:
Warren Jestin, Senior Vice President & Chief Economist, Scotiabank

9:30am      Breakout Sessions (select one) 

Option #1  IR and the Board - Demonstrating IR's Strategic Value to Your Board

More and more IROs are demonstrating their value to management and their Board of Directors. How do you show management that you deserve an opportunity to engage with directors, what insights should you be providing and in what format? A panel will discuss the importance of having IR involved in Board discussions.

Moderator:
Mauk Breukels, Vice President, Investor Relations & Corporate Affairs, Finning International Inc.

Speakers:
Tamara Brown, Vice President, Investor Relations, Primero Mining Corp.
Brian Christie, Vice President, Investor Relations, Agnico Eagle Mines Ltd.
Wade Nesmith, Chairman of the Board, Primero Mining Corp. 

Option #2  Deciphering Debt - The Growth of Debt IR

Companies finance operations and growth through a mix of equity and debt, the latter of which has been getting more attention as low equity valuations and high demand and low supply of equity have encouraged management to take advantage of attractive interest rates. Learn about debt capital markets, and the strategies and planning behind a debt IR program, from this knowledgeable panel of experts that consist of a bond analyst, a bond investor and a senior IRO involved in debt IR.

Moderator:
George Kesteven, Manager, Corporate & Investor Relations, Sterling Resources Ltd.

Speakers:
Max Chan, Director, Treasury, Capital Markets & Debt Investor Relations, Enbridge
George Lazarevski, Managing Director, Debt Research, BMO Capital Markets
Sue McNamara, Vice President, Fixed Income, Beutel Goodman

Option #3  Changing Use of Technology in IR
Sponsored by IR Magazine

IROs are constantly looking for new ways to communicate more effectively with shareholders. This session will examine the use of technology in IR, how it has changed over the years, and how it has enhanced communication efforts with key stakeholders. IROs will discuss enhancements to investor websites, the use of mobile apps and new technology-driven tactics used for marketing to investors.

Moderator:
Neil Stewart, Editorial & Research Director, IR Magazine

Speakers:
Megan Hjulfors, Advisor, Investor Relations, ARC Resources Ltd.
Karen Keyes, Senior Vice President, Investor Relations, Aimia Inc.
Rudy Sankovic, Senior Vice President, Investor Relations, TD Bank Group

10:30am      Break with Exhibitors

11:00am      Breakout Sessions (select one) 

Option #1   Getting the Most Out of Your IR Budget

IROs are being asked to do more with either the same resources or less. How do you maximize your budget dollars and people resources while still achieving your IR objectives? What elements of the IR program are must-haves? Where can you get a bigger bang for your buck? Lead by a senior IRO who regularly tackles this IR challenge, this interactive mini case study session encourages IROs to share their insights on how to implement IR programs, given limited resources.

Speaker:
Meghan Brown, Director, Investor Relations, Endeavour Silver Corp.

Option #2   Annual Integrated Reports: The Evolution of Reporting

Annual integrated reports aim to combine the different aspects of reporting (financial, management discussion and analysis, corporate governance and sustainability reporting) into one document. They are intended to assist issuers in explaining their ability to create and sustain value. Hear the rationale for creating the <IR> Framework directly from an IIRC Ambassador and the challenges and benefits that PotashCorp encountered while developing one of Canada’s first annual integrated reports.

Moderator:
Elaine Wyatt, Principal, Wyatt Strategic Communications

Speakers:
Robert A.G. Monks, Founder, GMIRatings
Denita Stann, Vice President, Investor & Public Relations, PotashCorp

Option #3   Capital Markets - A Discussion with Sales and Trading
Sponsored by Aequitas Innovations Inc.

IROs rely on sales and trading groups to connect them with the right institutional accounts and to ensure their stock is liquid. But did you know that they can also provide valuable insights on market and trading activity? Hear from this group of sales and trading professionals as they discuss how regulatory changes, high frequency trading, alternative trading systems and other changes in market structure are impacting the markets and your IR efforts.

Moderator:
Joacim Wiklander, Chief Market Data & Trading Officer, Aequitas Innovations Inc.

Speakers:

Richard Carleton, Chief Executive Officer, Canadian Securities Exchange
Doug Clark, Managing Director, Liquidity, ITG Canada Corp.
Peter Haynes, Managing Director, Index Products, TD Securities Inc.

12:00pm     Reception with Exhibitors

12:30pm     Power Lunch: In Conversation with the Street
Sponsored by Scotiabank

Sell-side analysts are covering more companies with fewer resources. Buy-side investors are relying less on the sell-side and conducting research in-house. Join this panel of sell-side analysts and institutional investors as they share their thoughts on how the Canadian capital markets have changed and what they expect from today’s IRO.

Moderator:
John McCartney, Managing Director, Co-Head Global Equity Sales & Trading, Scotiabank Global Banking and Markets

Speakers:

Greg Barnes, Base Metals Analyst, TD Securities
Stuart Kedwell, Senior Vice President & Senior Portfolio Manager, Canadian Equity Committee, RBC Global Asset Management
David Stenason, Managing Director, Rempart Asset Management

2:00pm      The Shareholder Value Myth
Sponsored by TD Bank

For more than 20 years, the business world has embraced the idea that corporations perform better when shareholders have more power and managers focus more on increasing "shareholder value." The results have been disappointing at best. In her recent book, The Shareholder Value Myth, Lynn Stout shows how the trope of "maximize shareholder value" has led to an unhealthy focus on share price that is harming our public companies and eroding investors' long-run returns. Hear what she thinks corporations should do to produce better results.

Speaker:
Lynn Stout, Distinguished Professor of Corporate & Business Law, Cornell University Law School 

***Sessions are subject to change

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