Day 1: 12 January 2021
Introduction to Equity Markets: What it means to have a listing and the listing process
9.15 Registration and introduction to the workshops
9.30 What every company should know when considering a listing
- Understanding the players and capital market expectations
- Understanding how a listing will change your lives
Discussion: Which areas are going to be key in terms of preparing your company’s approach to listing?
10.30 Break
10.45 The Listing Process and what it means for companies - with guest speakers drawn from:
-a practical view of the latest IPO trends and developments, and how companies are responding to increasing stakeholder expectations.
– what it means for smaller growth companies, with insight drawn from a recent survey of board directors and NEDs.
11.45 Break
12.00 IPO opportunities – assessing the listing potential for your company
- Assessing the bigger picture in terms of timings and increasing the likelihood of success
13.00 Day 1 Workshop close
Day 2: 19 January 2021
Company Valuation Techniques and Analysis Metrics
9.15 Introduction to Day 2 and review of previous workshop
9.30 What pre-IPO companies need to know about Company Valuation and Analysis
- Understanding Financial Statements
- Understanding the key metrics and their implications for various markets and sectors
Discussion: Which approach matters most to your industry / company?
10.30 Break
10.45 A case study based practical session to put into practice learnings from session 1:
- Profit and Loss based metrics
- Balance Sheet based metrics
- Cashflow based metrics
Discussion of findings
11.45 Break
12.00 A Day in the Life of an Equity Analyst:
– Small Cap Specialist reviewing their day to day work-scope, how they interact with private and public companies and their views on recent listings, metrics and multiples.
Discussion of findings
13.00 Day 2 Workshop close
Day 3: 26 January 2021
Rules, Regulations & Market Behaviours
9.15 Introduction to Day 3 and review of previous workshops
9.30 What every company needs to know about the Listing rules and the Regulatory frameworks
- Understanding the UK regulatory framework
- Understanding the Listing Rules
- Understanding the Disclosure and Transparency Rules
10.30 Break
10.45 Getting the paperwork and timing right - with guest speakers drawn from:
11.45 Break
12.00 The role of the NOMAD and Broker: insights from recent Capital market developments
- The IPO timeline
- The Prospectus and Accounts
- Recent capital market developments
13.00 Day 3 Workshop close
Day 4: 2 February 2021
Corporate Governance in the UK for listed companies
9.15 Introduction to Day 4 and review of previous workshops
9.30 What pre-IPO companies need to consider in deriving their governance frameworks
- The Essentials Five Pillars
- Understanding the investor’s view
Discussion: Which aspect of governance will be most challenging for your company?
10.30 Break
10.45 The Governance agenda and what it means for pre-IPO companies both small and larger - with guest speakers drawn from:
Quoted Companies Alliance
The Financial Reporting Council
11.45 Break
12.00 Governance 2020 – Update from the Regulator - Corporate Governance and Stewardship, Financial Reporting Council
- The changing landscape and the growing role of ARGA
- Understanding the latest governance and reporting developments
- Accounting and auditing
13.00 Day 4 Workshop close
Day 5: 9 February 2021
Investor Relations from function to strategy
9.15 Introduction to Day 5 and review of previous workshops
9.30 What every company needs to know about starting an IR function.
- Understanding the world of IR
- Setting up and running an effective IR function
10.30 Break
10.45 The IR agenda and what it means for smaller and international companies - with guest speakers drawn from:
11.45 Break
12.00 The IR Strategy and Work-Plan:
Workshop session to start to prepare an IR strategy and workplan
13.00 Day 5 Workshop close
Day 6: 16 Februaty 2021
Communicating and Engaging with Public Markets
9.15 Introduction to Day 6 and review of previous workshops
9.30 Reporting to the market: A practical view of the latest reporting trends and developments, and how boards are responding to increasing stakeholder expectations.
- Corporate Reporting update; Guidelines and Guidance
- Case studies and practical lessons
10.30 Break
10.45 The Corporate Reporting agenda and what it means for companies today - with guest speakers drawn from:
11.45 Break
12.00 How companies are responding to increasing stakeholder expectations
- Managing your Corporate Reputation
- Best Practice developments in Corporate Affairs
13.00 Day 6 Workshop close
