Corporate Actions Course

Why Select this Training Course?

This Corporate Actions Course is specifically curated for professionals who wish to excel in the nuances of corporate actions and their critical role in shaping the market landscape and investment choices.

 Do you cover the nuances of mandatory and voluntary corporate actions?

• Financial Analysts
• Investment Bankers
• Corporate Finance Professionals
• Investor Relations Managers
• Portfolio Managers
• Financial Controllers
• Compliance Officers
• Securities Operations Professionals

What are the Course Objectives?

Participants will:

• Gain a thorough understanding of different types of corporate actions.
• Learn about the regulatory environment and its effects on corporate actions.
• Develop the ability to assess the impact of corporate actions on investments.
• Understand the latest technology trends shaping corporate actions.

How will this course be presented?

The course will be a blend of:

• Insightful lectures from industry leaders.
• Case studies drawing from recent corporate actions.
• Interactive discussion forums with peers and experts.
• Workshop sessions for practical application of concepts.
• Access to online resources for continued learning.

What are the Topics Covered in this Course?

Module 1: Overview of Corporate Actions

• Definitions and classifications of corporate actions
• The strategic importance of corporate actions for firms
• Dividends and their effect on stock value
• Stock splits and reverse splits
• Rights offerings and dilution effects
• Bonus issues and their implications for shareholders
• Mergers and acquisitions
• Tender offers and share repurchase programs
• Spin-offs, carve-outs, and equity carve-outs
• Impact of corporate actions on financial statements

Module 2: Regulatory Landscape for Corporate Actions

• Global regulatory framework overview
• Role of SEC, FCA, and other regulatory bodies
• Disclosure requirements and compliance considerations
• Regulatory developments and their impact on corporate actions
• Insider trading laws and corporate actions

Module 3: Corporate Actions and Shareholder Value

• Theory behind value creation through corporate actions
• Measuring the impact on shareholder wealth
• Event study methodology for corporate action analysis
• Predicting market reaction to corporate actions
• Market efficiency and informational asymmetries
• Dividend signalling and market perceptions
• The role of activist investors in prompting actions
• Leveraged buyouts and private equity involvement
• Shareholder engagement and the investor relations angle
• Case studies of successful and failed actions and their effects

Module 4: Proxy Voting and Shareholder Meetings

• The process and significance of proxy voting
• E-proxy and the digitisation of the proxy process
• Role of proxy advisory firms
• Governance issues and shareholder proposals
• Processes in shareholder meetings (AGM and EGM)

Module 5: Rights Issues and Capital Raisings

• Detailed analysis of rights issues
• Comparison with other equity-financing methods
• Pricing strategies for new share issues
• Impact on capital structure and company valuation
• Managing dilution and pre-emptive rights

Module 6: Information Technology in Corporate Actions

• Role of information systems in managing corporate actions
• Blockchain’s impact on the efficiency and transparency of corporate actions
• Automation and standardisation trends
• Cybersecurity challenges in corporate action events

Module 7: Corporate Restructuring and Impact

• Forms of corporate restructuring and rationale
• Accounting for business combinations
• Financial restructuring and recapitalisation
• Strategic divestitures and asset disposals

Module 8: Corporate Actions in Cross-Border Investments

• Challenges with global corporate action events
• Currency risk and exchange rate considerations
• Cross-border taxation implications
• International best practices for managing corporate actions

Module 9: Advanced Corporate Governance Models

• The impact of governance structures on corporate decisions
• International governance practices in emerging markets
• Executive compensation and performance monitoring
• Shareholder activism and corporate actions
• The effect of ESG (Environmental, Social, and Governance) on corporate strategy

Module 10: Corporate Actions Strategy and Implementation

• Strategic planning and execution of corporate events
• Project management techniques for corporate actions
• Stakeholder communication during corporate transitions
• Legal considerations and navigating litigation risks
• Post-implementation review and success measurement
• Aligning corporate action strategy with business objectives
• Anticipating investor response and market reaction
• Best practices for project managing corporate actions
• Contingency planning and managing unexpected developments
• Integrating change management principles

Module 11: Technological Innovation in Corporate Actions

• Automation in event notification and processing
• Machine learning and predictive analytics in corporate decisions
• The use of robo-advisors in investor decision-making
• Impact of fintech on shareholder engagement and voting
• Blockchain technology for transparency and efficiency

Module 12: Ethics, Compliance, and Corporate Actions

• Ethical dilemmas and integrity in corporate events
• Corporate scandals and lessons learned
• Developing a compliance-first approach to corporate actions
• Navigating conflicts of interest in advisory roles
• Corporate social responsibility as a strategic action

Module 13: Financial Modeling of Corporate Actions

• Designing financial models for various corporate events
• Scenario planning and risk analysis
• Modelling for equity offerings and buy-backs
• Constructing merger and acquisition models
• Sensitivity analysis for corporate action decision making

Module 14: Global Risks and Corporate Actions

• Geopolitical events and their influence on corporate decisions
• Economic cycles and market conditions
• Risks associated with currency fluctuations
• Understanding and managing counterparty risks

Module 15: Corporate Actions and the Capital Markets

• The influence of corporate actions on equity and debt markets
• Impact on bondholders and credit ratings
• Market manipulation and regulatory safeguards
• The interplay between corporate actions and market liquidity

Module 16: Crisis Management and Corporate Actions

• Leadership during corporate crises
• Restructuring and emergency corporate actions
• Communications and public relations strategies
• Case studies of corporate turnaround through strategic actions