Strategic Counsel and Collaboration

IR Competency Framework Domain 7

This module explores how the IR professional acts as a strategic advisor to the core decision makers in the company, serving as a communications portal for both internal and external activities that could have a material impact on the functioning of the organization, as well as assessing corporate strategic direction. It examines the IR role in providing strategic insights and counsel to management during M&A transactions, and opportunities for the IR professional to collaborate internally and externally on governance issues and across functions internally to ensure consistency of messaging.

Learning Objectives:

• Describe the role of an IR professional as counsel to management and the board of directors
• Explain the steps of strategic assessment
• Describe considerations related to the views of non-US investors
• Describe the IR professional’s role in collaboration on governance issues, messaging, strategy, and M&A transactions
• Explain the importance of collaboration with IR peers

This module is part of the IR Competency Suite™. IRC credential holders can claim 1 professional development unit (PDU) for completion of each module.