Course overview
From automating reporting to uncovering insights in shareholder data, artificial Intelligence is transforming the way investor relations teams work. But where do you start, how do you implement safely, and how do you convince leadership?
This hands-on hybrid course is designed for IR professionals who want to move beyond theory.
Across three focused stages, you will learn to identify real AI opportunities, tackle security and compliance issues, and build a concrete, organization-ready project plan to ‘sell’ internally.
|
Session |
Format |
Duration |
Focus |
|
1 |
Online Prep Session |
Half-day (Morning) |
Outline of course. Orientation, readiness, and opportunity scanning & selection |
|
|
|
|
Return template |
|
2 and 3 |
Online workshops Full group + breakout workgroups |
2 half-days |
Hands-on group work, application design, and feedback |
|
4 |
Individual Coaching Session Individual (1:1 coaching) |
1 hour (online) |
Personalized feedback and refinement of project plan |
Who should attend
Investor Relations Managers, Corporate Communications Professionals, Financial Reporting Managers, and anyone tasked with innovation or digital transformation in the IR function.
Key Takeaways (Practical + Tangible):
- Complete AI project plan, ready to present internally
- AI readiness and risk assessment
- Actionable checklist for secure, ethical implementation
- Internal buy-in strategy and presentation framework
- Personalised expert feedback on your plan
Learning outcome
By the end of the program, participants will:
- Identify high-impact AI opportunities in their IR workflows (you will be asked to select 1 to work out)
- Assess internal readiness and data maturity using provided templates
- Design a practical AI implementation roadmap with risk and security considerations
- Prepare a compelling internal business case for AI adoption
- Leave with a ready-to-present AI project plan tailored to their organization
Bart Verhulst - SaaS Founder Investor Relations & Artificial Intelligence
