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Chapter Event Listings


NIRI Dallas* Ft. Worth - Connecting with the Street, at Home & On the Road - (Investor Days, Non-deal Roadshows, Corporate Access/Quiet Periods) – February 27, 2015

Featured panelists include Alan Krenek, Senior Vice President - CFO & Treasurer, Basic Energy Service, Inc.; Dave Pahl, Vice President of Investor Relations, Texas Instruments.

NIRI Virtual - Effective Investment Engagement -Strategy and Best Practices for a Differentiated IR Program – March 3, 2015

Want to stand out from the crowd?  How to differentiate your IR program with effective investment engagement
Join John Moten, Vice President Investor Relations, Mallinckrodt Pharmaceuticals, and Rebecca Corbin, Founder and Managing Partner of Corbin Perception, and Angela Steinway, Head of Investor Relations and Director of Financial Strategy at Integra LifeSciences, as they discuss how to stand out when engaging the buy side. They'll explore the strategic working relationship between the buy and sell sides and how IROs can work it to their advantage. In addition, they'll cover which strategies are most effective in creating communications that resonate with investors.
Learning Objectives:  At the end of this program, participants will be able to:
• Differentiating your investment thesis - identify buy side needs and hot buttons
• Navigating a spin-off; understand what the buy side is looking for
• Apply tactics and strategies for effectively engaging the buy side 

NIRI Cleveland/Northern Ohio - The Changing IR Landscape – Trends to watch in 2015 – March 5, 2015

About our speaker...
Darrell Heaps is the founder and CEO of Q4 Web Systems (Q4), the leading provider of IR websites, social media and mobile applications for public companies in North America. Darrell is an experienced entrepreneur who has founded multiple web companies prior to Q4. 

NIRI New York - Meet & Greet With NIRI National's New CEO – March 4, 2015

NIRI-NY is pleased to invite members to a social networking reception to meet the new CEO and President of NIRI National, James Cudahy. Jim is coming to NIRI from the National Court Reporters Association, where he served as executive director and CEO managing a staff of 35 and a $7 million budget.  In his 24 year career working in and around associations, Jim also worked for nine years at CFA Institute as vice president of marketing and communications, responsible for engineering campaigns to build wider global recognition of the Chartered Financial Analyst (CFA) credential.  We are excited to meet Jim and get a chance to learn more about his background and experience.  We hope you will join us!

NIRI Central Ohio - ESOP Basics and Beyond” and “Mergers, Acquisitions and Capital Markets – March 10, 2015

A Dinner Program Co-Presented by FEI Central Ohio and NIRI Central Ohio
Karl Kunkle ( will address the benefits and challenges of utilizing ESOPs in large, closely held businesses, and will provide an update on ESOP current development.

Peter Lieberman ( will provide an overview on current conditions for buying and selling, as well as an outlook for the rest of 2015 – including valuation and pricing – for the mergers and acquisitions and capital markets.

NIRI National Board Lunch in Phoenix, AZ – March 10, 2015

NIRI members are invited to join NIRI’s Board in Phoenix for lunch on March 10 and meet NIRI’s new CEO. The lunch will take place from noon to 1 pm at the Ritz-Carlton Phoenix. Lunch is complimentary for members, but we ask that you register in advance.  

NIRI Rocky Mountain - Hot Topics in Investor Relations – March 10, 2015

Join us for an interactive and engaging session offering attendees access to subject matter experts on various IR hot topics, including:
• Shareholder activism
• Corporate sustainability
• Prioritizing and effectively managing multi-channel communications
• Proxy season shareholder behavior trends
• Delivering ROI from your digital communications program
This fun and different program, modeled after the world café style discussion format, gives attendees the opportunity to engage subject matter experts through informal, small group discussions.  It’s an excellent chance to network with your peers while getting updated on hot topics in the IR field.
Come armed with questions and walk away with answers and insight!  And, most importantly, have fun!

NIRI Kansas City - Meet NIRI’s New President & CEO – March 11, 2015

Join your NIRI Kansas City colleagues for lunch, discuss current topics and get to know Jim Cudahy, NIRI's New President and CEO.

Your Kansas City chapter is excited to be one of the first that Jim will visit. He'll be attending the NIRI national board meeting on March 10 in Arizona, and has graciously agreed to join us for an informal lunch meeting on his way back to the D.C. area as he gets up to speed with our organization. Some of his first initiatives will revolve around the recently approved OneNIRI 2015-2018 strategic plan, which focuses on introducing the industry’s first IR certification program, further broadening NIRI’s global brand, and leveraging technology. As Jim is new to IR, we’ll throw out a few current topics for some lively roundtable discussions. We’ll learn from each other and hear from NIRI leadership.

Suggested current topics:
• New SEC disclosure rules
• Holding off activist investors
• Pay ratios for execs and employees

Date: Wednesday, March 11, 2015
Time: 11:30 a.m. – 1:00 p.m.  
Location:  The Jacobson, 2050 Central Street, Kansas City, MO, (816) 423-2888
Cost: Non- Members:  $15.00*, NIRI KC Members:  cost included in annual dues
 * Cash or checks accepted at the door
RSVP: Via email by March 6 to

NIRI Houston - Investor or Intelligence Agent? – March 17, 2015

Come learn why your 1X1s may feel more like an interrogation than an interview.

Institutional investors are hiring firms to learn interview techniques that are used in the intelligence community, and the trainers are often former intelligence agents themselves. Investors also ask these firms not to work with issuers in order to keep these techniques confidential.  Join us for lunch and hear from Casey Fleming who will educate us on the types of techniques your investors may be using in meetings with your executives.

NIRI Cincinnati Tri State – Market Structure Affects on Stocks – March 18, 2015

Location: Morton’s The Steakhouse, 441 Vine Street, Cincinnati, OH, 45202
Speakers: Tim Quast with ModernIR and Rich Barry & Jim Byrne with NYSE


NIRI Philadelphia - What's Working in IR Websites Today – March 19, 2015

Save the Date for a panel discussion on what is working in IR websites today, with an expert panel from PR Newswire, Business Wire, and Q4.  Moderating the panel discussion will be Lee Marshall.

When: Thursday March 19, 2015 from 7:30 AM to 9:00 AM EDT
Where: Maggiano's Little Italy - Center City, 1201 Filbert Street, Philadelphia, PA 19107

NIRI Virtual – Virtual Café Chats - Annual Reports – March 19, 2015

Share and learn about latest trends in annual report design exiting the 2014 annual report season. Topics will include migration to on-line vs. hard-copy; multi-media elements; social media utilization; print & delivery options.

NIRI Atlanta - Everything You Ever Wanted to Know about Investor Days – March 20, 2015

Please join us for Breakfast and a panel discussion featuring Elena Doom Rosman, Managing Partner at Corbin Perception.

Where: Global Payments World Headquarters, 10 Glenlake Parkway, NE, North Tower, Atlanta Georgia 30328
When: 7:30 a.m. to 9:00 a.m.

NIRI Chicago - Leadership Skills: The Critical Piece of the Puzzle (Mini-Workshop) – March 20, 2015

Successful investor relations officers can meld strategy, finance, communications, marketing and compliance – but superb technical knowledge and skills will not necessarily land you a promotion or a better job in another field. Our workshop will focus on identifying the most important leadership skills for the next step in your career, how to develop and demonstrate those skills, and real-world advice from experts and senior practitioners. You’ll end the workshop with valuable knowledge that can help you “wow them” during executive searches and progress further up the career ladder.   

NIRI Silicon Valley – Spring Seminar – March 20, 2015

NIRI Silicon Valley’s award-winning annual spring seminar is the chapter’s preeminent event each year. Join us to hear investor relations thought leaders, leading IROs, and attendees from around the country for provocative talks, exciting ideas, and great networking. Plus, you’ll have the opportunity to meet many of the industry’s top vendors and find out what’s new and exciting with their programs.

Begin  End     Topic
8:00   8:30      Registration, breakfast, vendor showcase
8:30   8:40      Welcome/agenda
8:40   9:30      IR Innovations & Best Practices: Moderated by Neil Stewart of IR Magazine
9:30  10:20    IR Career Panel: Chris Faralli of Russell Reynolds, Smooch Reynolds, Featured IROs
10:20  10:40   Break, vendor showcase
10:40  11:30   Lessons from a Blockbuster IPO
11:30  12:00   Break, vendor showcase
12:00    1:00   Networking lunch
1:00      1:50   Global Economic Outlook, Paul Donovan, Global Economist and Managing Director, UBS
1:50     2:30   What you are Saying to Investors Without Even Realizing It
2:30     3:15    Keynote: Ronan Ryan, Central Figure in Flash Boys by Michael Lewis
3:15     3:30   Vendor shark tank, prize drawing
3:30     4:30    Cocktail networking reception 

NIRI Dallas * Ft. Worth – March Happy Hour – March 25, 2015

Catch up with your IR peers for a relaxed social hour at Mattito's Tex-Mex. 

NIRI Capital Area - Inside the Shark Tank: Understanding the Activist Agenda – April 7, 2015

Pressure from activist investors has been increasing and can be intimidating to IRO’s, unless you understand how to engage, respond and communicate with these investors. Our panel of experts will discuss the core drivers of activism in today’s market and will provide sound guidance for the IRO and management who may be caught in the cross-fire.

Speakers are: Keith Gottfried, Morgan, Lewis & Bockius LLP and Keith Maybee, Falls Communications, Moderator: Paul Levi, SAIC

NIRI Silicon Valley – What is the Options Market Telling You about Your Stock? – April 10, 2015

Trading patterns in options contain a wealth of information about your stock’s prospects in the market – if you can interpret them.  Join trading experts to learn how, and to perhaps have a better answer when your CFO shouts over to your desk, “What’s going on with our stock today?”

NIRI St. Louis - What’s New on the Web? – April 10, 2015

Elevate your IR web site to make it a strategic asset in investor communications! Panelists from Investis, Q4 Web Systems, and NASDAQ OMX will discuss best practices in IR web sites – going beyond the compliance function to make web sites a powerful component of an investor communications strategy. 

NIRI San Francisco – Strategic IR Plans – April 21, 2015

Save the Date - IRO Gregg Lampf from Ciena and Lynn Pieper from Westwicke will offer their advice. 

NIRI St. Louis - Meet NIRI’s New CEO – May 20, 2015

Jim Cudahy recently joined NIRI as president and CEO. Meet him in person, hear his initial impression of NIRI and what he is hearing from other chapters.  This is also a great opportunity to provide your input to help shape the vision and direction of the organization whose mission is to advance the practice of investor relations and the professional competency and stature of its members. 

NIRI Los Angeles - NIRI in Your Neighborhood - Lunch with Rich Barry of NYSE – May 21, 2015

Save the date – more information to come.   Location: On the Thirty, 14622 Ventura Blvd., Sherman Oaks, CA 91403

NIRI Virtual – Virtual Café Chats - Board/IRO Interaction – May 28, 2015

Share and learn how IROs are evolving their interactions with, and reporting to, the board of directors, and how IROs are facilitating more direct contact between their board and institutional investors (not just with activists).