Programme Agenda
Day 1
26 February 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 Claire Dorrian, LSEG UK Equity Primary Markets
- 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:
Claire Dorrian, LSEG – a practical view of the latest IPO trends and developments, and how companies are responding to increasing stakeholder expectations.
Bobby Morse, Buchanan – what it means for smaller growth companies, with insights drawn from a recently listed company.
11.45 Break
12.00 IPO opportunities – assessing the listing potential for your company – Bobby Morse, Buchanan Communications
- Assessing the bigger picture in terms of timings and increasing the likelihood of success
13.00 Day 1 Workshop close
Day 2
5 March 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 – Mike Thornton, Grant Thornton Valuations
- 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:
Kean Marden, Jefferies – 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
12 March 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 – Adrian West, Travers Smith
- 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:
Adrian West, Travers Smith
Jamie Barklem, Grant Thornton
11.45 Break
12.00 The role of the NOMAD and Broker: insights from recent Capital market developments – Philip Secrett, Grant Thornton
- The IPO timeline
- The Prospectus and Accounts
- Recent capital market developments
- Case studies
13.00 Day 3 Workshop close
Day 4
19 March 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 - Tim Ward, Quoted Companies Alliance
- 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:
Tim Ward, Quoted Companies Alliance
Maureen Beresford, The Financial Reporting Council
11.45 Break
12.00 Governance 2020 – Update from the Regulator - Corporate Governance and Stewardship – Maureen Beresford, The 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
25 March 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. Stuart Morgan, Capita
- 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 larger international companies - with guest speakers drawn from:
Stuart Morgan, Capita
Alison Allfrey, Montfort Communications
11.45 Break
12.00 The IR Strategy and Work-Plan:
Workshop session to start to prepare an IR strategy and workplan: Alison Allfrey, Montfort Communications
13.00 Day 5 Workshop close
Day 6
30 March 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. Jenni Fulton, Emperor
- 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:
Jenni Fulton, Emperor
Alice Hunt, Algeco
11.45 Break
12.00 How companies are responding to increasing stakeholder expectations - Alice Hunt, Algeco
- Managing your Corporate Reputation
- Best Practice developments in Corporate Affairs
13.00 Day 6 Workshop close
