Skip to main content

The WSCPA office will be closed Friday, December 1st for a staff training day.

Please contact us via online chat and we will respond to you as soon as possible on Monday, December 4.

The Investor Relations Guidebook ON DEMAND

Available Until

Your Desk

15.0 Credits

Member Price $375.00

Non-Member Price $431.00


A public company should communicate with the investment community, to clarify how it creates value and to set expectations for its performance. The Investor Relations Guidebook is a valuable resource for dealing with investors. It delves into the construction of a value proposition for a business and how to communicate it to investors, as well as how to conduct an earnings call and provide guidance. The course also describes the various types of SEC filings, how to organize an annual shareholder meeting, the mechanics of road shows, and the steps involved in an initial public offering. In short, the Investor Relations Guidebook is the go-to resource for anyone wanting to engage in investor relations.


Introduction to Investor Relations. Communicating the Message. The Earnings Call. The Forward-Looking Statement. The Sell Side and the Buy Side. Short Sellers. Share Management. Annual Meeting Planning and Voting. The Sale of Restricted Stock. Third Party Investor Relations Services.



Designed For

CPAs, auditors, consultants, and financial and managerial professionals.


Recognize the components of the investor relations officer position. Specify the methods available for improving the value proposition of a business. Identify the methods used to communicate with the investment community. State the methods used to comply with Regulation FD. Cite the participants in and contents of an earnings call. Specify the circumstances under which guidance is used and not used. State the reasons for and applicability of a safe harbor provision. Cite the information to include in and features of an investor relations website. Identify the participants in and purpose of the sell side and buy side. Specify the investing strategies used by investors, and more.






Leader Bios

Steven Bragg, Western CPE

Steven M. Bragg, CPA, is a full-time book and course author who has written more than 70 business books. He provides Western CPE with self-study courses in the areas of accounting and finance, with an emphasis on the practical application of accounting standards and management techniques. A sampling of his courses include the The New Controller Guidebook, The GAAP Guidebook, Accountants’ Guidebook, and Closing the Books: An Accountant’s Guide. He also manages the Accounting Best Practices podcast.

Steven has been the CFO or controller of both public and private companies and has been a consulting manager with Ernst & Young and an auditor with Deloitte & Touche. He holds an MBA from Babson College, a Master of Finance from Bentley College, and a BA from the University of Maine (summa cum laude).

Return to Top

Non-Member Price $431.00

Member Price $375.00