What You Need to Know to Obtain and Maintain Your IRC ... · What You Need to Know to Obtain and...
Transcript of What You Need to Know to Obtain and Maintain Your IRC ... · What You Need to Know to Obtain and...
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What You Need to Know to Obtain and Maintain
Your IRC Credential
NIRI 2019
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Discussion Leaders
Jennifer Almquist, CPA, IRCFounder, Ivy Street AdvisoryJennifer Almquist has more than 19 years of experience in investor relations, external financial reporting, corporate finance and accounting. In 2010, she founded Ivy Street Advisory, a Denver, Colorado based consulting firm specializing in investor relations, strategic communications, accounting and finance. She previously served as Director of Investor Relations and SEC Reporting for Crocs and served in a variety of investor relations and SEC Reporting roles at various Colorado public companies, including StarTek, TeleTech, Coors and MacDermid. Mrs. Almquist began her career as an auditor in the Denver office of Deloitte and Touche. She is a Certified Public Accountant in the State of Colorado and an Investor Relations Charter (IRC®) holder. She currently serves on the IRC Examination Development Committee, previously served as Vice President and Communications Chair for NIRI’s Rocky Mountain Chapter from 2013 to 2017 and was presented with the individual chapter leadership award from NIRI in 2016. Mrs. Almquist earned a B.S. in Business Administration with an emphasis in accounting from the University of Colorado.
Mitch Haws, IRCVice President - Investor Relations, Skyworks SolutionsMitch is a senior investor relations and communications officer with 30 years of global experience in manufacturing, computer services and in the semiconductor industry. He has managed IR and communications through complex financial transactions including IPOs, LBOs, and mergers. Mitch was a member of the inaugural class to receive the IRC certification. He has served in various capacities at NIRI, most recently on the IRC Renewal Committee.Mitch has a B.A. in Communications from Brigham Young University and an M.B.A. with an emphasis in Finance from Westminster College.
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Benchmarks
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Why Certification
PROFESSIONAL + PERSONAL
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Complementary Certifications
IRC
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Qualifications
* Work experience requirements: at least 50% of the time should be directly focused on IR activities. Internship is not considered work experience.
OPTION 3
Hold a current certification relevant to IR practice, with 3 or more years of qualifyingfull-time work experience as an IR corporate practitioner or IR counselor
OPTION 2
6 years of qualifying full-time work experience as an IR corporate practitioner or IR counselor
OPTION 1
BA/BS or equivalent, and 3 or more years of qualifying full-time work experience as an IR corporate practitioner or IR counselor
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Exam Blueprint
DomainsPercentage
of itemsNumberof items
Domain 1 IR Strategy Formulation 14% 29
Domain 2 IR Planning, Implementation & Measurement 11% 20
Domain 3 Corporate Messaging Development 14% 28
Domain 4 Investor Marketing & Outreach 13% 25
Domain 5 Corporate Financial Reporting & Analysis 11% 24
Domain 6 Business Insight 8% 16
Domain 7 Strategic Counsel & Collaboration 8% 16
Domain 8 Capital Markets & Capital Structure 9% 18
Domain 9 Corporate Regulatory Compliance 6% 12
Domain 10 Corporate Governance 6% 12
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What to Expect
Recall
Application
Analysis
Situational SetBest Response
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Passing Rates
76.40%
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Available Resources
• ROI Toolkit• IR Competency Suite• 3 Sample Tests• Review the IR Competency Framework• Flag the sections that need revision• Check the list of References and Bibliography• Check the online NIRI Resource Libraries• Create a self-study plan• Join a study group
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A Career-Long Development
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20282025202220192016
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At-A-Glance
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Total Minimum Required
30 Professional Development Units (PDUs)
Category IProfessional Engagement
6+ PDUs
Mem
ber
ship
Au
tho
rsh
ip
Spea
ker,
pre
sen
ter,
& p
anel
ist
Category IIEducation & Skills
Development 15+ PDUs
Aca
de
mic
Pro
fess
ion
al
edu
cati
on
Skill
s
dev
elo
pm
ent
Self
-stu
dy
Eth
ical
edu
cati
on
Category IIIContributing
& Enhancing IR6+ PDUs
Co
ach
ing
&
men
tori
ng
Vo
lun
tee
rin
g
Item
wri
tin
g
Oth
er
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Certification Resources
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Niri.org -> Certification
-> View All IRC Resources
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Floating PDUs
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FLOATING
PDUs
Non-IR focused
Enhance IR performance
Legal studiesDesigning presentation
Public speaking
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Convenient Renewal Process
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www.niri.org -> Log in to Member Center -> My Certification -> My Certifications – Renewal -> Certification Details
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Reporting PDUs
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Reporting PDUs (Continued)
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Digital Engagement
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Last Opportunity in 2019
• Initial Application Deadline: September 21
• Final Application Deadline: October 19
Testing Window: November 16 – 23, 2019
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Questions?
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Last Opportunity in 2019
• Initial Application Deadline: September 21
• Final Application Deadline: October 19
Testing Window: November 16 – 23, 2019
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IR Competency Suite
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Questions & Follow-Up
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www.niri.org/certification