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Chapter Event Listings


NIRI Los Angeles - Holiday Social & One Voice Volunteer Event – December 18, 2014

• Meet and mingle with your IR counterparts to celebrate the holiday season
• Afterwards, join over 2,000 volunteers to sort food for needy families
One Voice is a non-profit organization helping families living at poverty level within our community. Each year they host a Holiday Food Program that provides Christmas food baskets, toys and books to 2,500 families.   

NIRI Austin – San Antonio - Sell-side Roundtable Discussion – December 19, 2014

In our recent survey of the Central Texas IR community, respondents expressed interest in an interactive roundtable format.  We invite you to join us for a sell-side roundtable discussion hosted by Drew Mackintosh of Mackintosh IR.  Drew, joined by IR practitioners including Jen Ford of HomeAway and Cathleen King of Jones Energy, will lead a stimulating discussion of topics including:
- How the sell-side model has changed over the years
- How analysts are compensated
- What the buy-side values from the sell-side
- The importance of II rankings
- The relationship between research and banking

          When:    Friday, December 19, 2014 at  9:00 a.m.
          Where:  Panera Bread Company, 9901 N Capital Of Texas Hwy,        
                       Austin, Texas 78759

We're excited about debuting this interactive roundtable model and invite you to take a break from the rush of the holiday season to enjoy time with your NIRI Austin-San Antonio peers and get thoughtful insights to the fast-changing sell-side landscape.

Please RSVP to me at  I look forward to seeing you on December 19! 

NIRI Virtual - Are Your Arrows Hitting the Right Mark? Identifying and Connecting with Investors   - January 6, 2015

A panel of practitioners and industry experts will discuss a variety of factors that impact identifying and connecting with the most compatible investors.  The following topics will be discussed:
• The pros and cons of working with investment bank teams or third party corporate access.
• Using technology tools (NASDAQ Smart Targets, Ipreo BD Corporate, etc.) to target.
• Do I have the right holders?  How do I go about changing the make-up of ownership?

Learning Objectives:  At the end of this program, participants will be able to
• Explore the latest trends in investor targeting and determine which are the best for you to use.
• Identify the right prospects for your company.
• Evaluate the effectiveness of targeting efforts.

NIRI St. Louis  - Economic Outlook for 2015: Perspective from the St. Louis Federal Reserve – January 7, 2015

What is the financial outlook for the coming year, and how can companies best prepare? Hear from Kevin L. Kliesen, business economist and research officer at the Federal Reserve Bank of St. Louis (Fed). Kevin's responsibilities include analyzing U.S. macroeconomic and financial market developments and trends, and reporting on economic conditions in the seven states of the Eighth Federal Reserve District. (Read more about Kevin and his recent economic papers at This meeting will take place at the St. Louis Federal Reserve facility downtown.   

NIRI Boston – The Need for Speed… Networking! – January 8, 2015

Take flight in 2015 by attending our first ever speed networking event. Meet new and veteran members of the IR community and come away with insight on best practices, career development and more! We’ll also have a fireside chat during dinner between two NIRI Boston Past Presidents, Andy Kramer, VP of IR at Netscout Systems and Jane McCahon, VP of Corporate Relations and Corporate Secretary for TDS. In addition, as Andy is a recent member of the Fellows Selection Committee and Jane is an inaugural Fellow, they will also talk about the NIRI Fellows Program, the honorary recognition program distinguishing those living NIRI members who represent the leadership, integrity, involvement, and contributions of investor relations professionals.

NIRI Orange County - Big Data and IR - Special NASDAQ Sponsored Event – January 8, 2015

What is it?  Who's using it?  What are they doing with it?

 Big Data is impacting everything we do and investor relations is no exception.  But what exactly is Big Data and how is it being used?  And can it actually help us do our jobs – or is it more likely to be used against our best efforts? Come hear NASDAQ Big Data expert, David Levine - Global Head of Investor Relations Analytics, discuss how Big Data is being used by both Wall Street and by listed companies, and the implications for those of us in investor relations.  

 After the Big Data discussion, David will also be giving an exclusive preview of NASDAQ’s NextGen IR Platform. Reserve your space now!

NIRI Twin Cities - The Nuts & Bolts of IR Success in Europe – January 8, 2015

Save the date!

NIRI Silicon Valley - How Does Providing Guidance Affect Your Stock – January 9, 2015

Does it matter?  The panel will compare the pros and cons of EPS guidance versus business driver guidance and talk through the process of choosing which KPIs to share with investors.

NIRI Los Angeles - Social Media & Communications Best Practices -  January 12, 2015

Hear from and discuss with a panel of experts about latest trends and issues around social media and communications tools and practices.

NIRI Central Ohio - 2015 Proxy and Activist Discussion – January 15, 2015

Please join John Ferguson from Morrow & Co., LLC and fellow NIRICO member Amy Pavich from Broadridge as they recap the 2014 proxy season and give thoughts about what to expect for 2015. John also has extensive experience with activist shareholders and M&A transactions and will cover these topics as well.  For John and Amy’s full bios, please see the attached.

NIRI Cincinnati Tri State – Cybersecurity – January 14, 2015

Please mark your calendar for this upcoming meeting for the Cincinnati Tri-State NIRI Chapter. More details about the meeting will follow.

NIRI Chicago - Navigating the Corporate Governance Maze: Mitigating Risk in the Modern World – January 15, 2015

The economy is rebounding and corporate profits are up – yet corporate governance cannot be ignored as an important piece in how investors and other stakeholders value the business. Join our esteemed panel for a clear picture of the importance the Street places on good corporate citizenship, environmental issues and awareness, ethical behavior and sound corporate governance practices. 

NIRI Houston - What I wish I knew then… Sell-Siders Turned IROs Share Lessons Learned from the Other Side of the Table – January 20, 2015

Join  Andrew Smith, Dynegy, Managing Director Investor Relations as he shares lessons learned at this interactive luncheon. Mr. Streit had 17 years of experience as a securities analyst. He held equity research and portfolio management positions at Thrivent Asset Management from 2000 – 2013.

NIRI Atlanta - Corporate Governance and the Activist Investor - January 23, 2015

Please join us for breakfast featuring Jason Alexander, Managing Director, Georgeson.

The event will be held at The Home Depot from 7:30 a.m. – 9:00 a.m.

NIRI Virtual – Virtual Café Chats - Corporate Access/NDRs – January 27, 2015

Share and learn new methods for managing broker-led and company-organized non-deal road shows. How are you and your IR peers working independently and with brokerages’ corporate access teams to ensure quality meetings and effective use of precious management time?  

NIRI Seattle - Economic Outlook 2015 – January 29, 2015

Please join us for a discussion on what to expect in 2015 from Zillow Senior Director of Economic Research.  Svenja Maarit Gudell will offer insight and perspective on housing and other factors impacting the economy in the new year, and what it may mean for those of us working with the investment community.

NIRI Houston - N3 Happy Hour – February 12, 2015

It’s time for another NIRI Neighborhood Network (N3) happy hour! Join us for food, drinks and networking.

NIRI Houston - Investor or Intelligence Agent? – March 17, 2014

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
Please mark your calendar for this upcoming meeting for the Cincinnati Tri-State NIRI Chapter. More details about the meeting will follow.  

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 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 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 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).