IR Leader
September 11, 2018
CIRI's IR eLibrary contains sample documents, provided by IROs, that are not publicly available. These include templates, plans, schedules and policies developed by investor relations professionals that CIRI members can use as resources when developing or updating their own documents.

We are expanding our IR eLibrary to include IR documents like annual and quarterly reporting checklists and schedules; social media policies, strategies and schedules; investor day and site tour checklists; IR budgets; and annual report, annual meeting and annual filing checklists. If you have any of these documents, or other useful IR resources that you are willing to share with your CIRI peers, please send them to Documents can be redacted or adjusted as you see fit to make them ready for sharing with other CIRI members.

Documents that are currently available in the IR eLibrary cover topics such as Board Interaction; Crisis Communications; Disclosure; Marketing; and Media Relations. If you have documents to share on any of these topics as well, please send them to

Click here to start using these resources.

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CIRI is pleased to inform you that new job opportunities are available in Alberta, Ontario and British Columbia.

CIRI members can click here to view the postings. You must be logged in as this is a 'Members Only' benefit.

Are you looking to create or fill a position in your company or for a client? Here's an effective way to reach CIRI members who are looking for new challenges in investor relations.

Members may submit a job posting free of charge. Non-members may submit a job posting for $150+HST.

To submit a job posting, contact Kaitlin Davis at or (416) 364-8200.

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Top Stories

Canadian Securities Regulators Propose Rule Regarding Non-GAAP and Other Financial Measures

The Canadian Securities Administrators (CSA) today published for comment Proposed National Instrument 52-112 Non-GAAP and Other Financial Measures Disclosure (the Proposed Instrument), which establishes disclosure requirements for issuers that disclose non-GAAP and other financial measures. These measures often lack standardized meanings, resulting in potentially misleading or confusing disclosure.

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IR30: Lifetime Achievement Winner 'Felt Like Queen of the World'

Pat Marshall reflects on her career in investor relations, how the role has evolved and the importance of community.

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PODCAST: "Capital Allocators"

In the newest episode of the acclaimed podcast series "Capital Allocators", CEO Sarah Williamson sat down with host Ted Seides to discuss the current state of FCLTGlobal and status quo of global long-term investment. The Capital Allocators podcast is a weekly series of conversations with leaders in money management about the people and process behind capital allocation.

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Spotlight on the Use of Alternative Data and AI in Investment Decision-making

Learn about the various sources of alternative or non-traditional data investors are using and how they are leveraging artificial intelligence (AI) and other technologies to access and analyze this information.

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FASB Tackles Thorny Disclosure Effectiveness Issues

Tweaks and additions to the FASB conceptual framework deal with the definition of materiality and the appropriate content in notes to financial statements.

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Keep Quarterly Reporting

The long-term benefits of semi-annual reporting are doubtful, while its costs are significant, say Robert Pozen and Mark Roe.

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Stop That Tweet! Managing Your CEO's Social Media Habits

What public companies can learn from Elon Musk's recent Twitter activity.

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Sustainable Investing Ranges Fom Ethical To Financial

Sustainable investing often involves a mix of ethical exclusions, Environmental, Social and Governance (ESG) scores and a consideration of the financial implications of ESG. New strategies are catching on, with the sustainable development goals (SDGs) emerging as an impact framework and ESG-linked credit lines as a way to signal values and cut funding costs.

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21st Century Annual General Meeting

The future of the annual general meeting (AGM) has been a focus of some concern, as declining attendance and voting at AGMs globally has led to questions about whether they are fit for purpose in the 21st century. The Thought Leadership Committee (TLC) of The Institute of Chartered Secretaries and Administrators (ICSA) has prepared this paper and a descriptive video summarizing the issues at stake for the various ICSA divisions globally to raise any potential concerns and highlight best practice solutions over time.

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