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Chapter Event Listings


NIRI San Francisco – Perspectives on Guidance – Joint Event with The Society of Corporate Secretaries – February 4, 2015

* How relevant is guidance and to what extent should guidance be given?
* Pros and cons of giving and updating guidance
* Timing of earnings release with respect to the 10-Q filing
* Means of disseminating earnings other than press releases (Twitter, Google+, etc.)
* Pre-recorded versus live earnings vs. audio/webcast earnings
* Relevant Reg. FD issues

Panel includes representatives from in-house and outside counsel, a senior IRO and wall street analyst:
o David Lynn -Partner, Morrison Foerster (also moderator)
o Scott Siamas -Senior Corporate Counsel,

o David Gennarelli - Senior Director, Investor Relations, Autodesk
o Israel Hernandez-Senior Equity Analyst at Seligman Investments / Columbia Management (former sell-side analyst). 

NIRI Cleveland/Northern Ohio - What's happening to the Stock Exchanges? – February 5, 2015

Pat Healey, The Issuer Advisory Group, will discuss all the changes that have happened on the stock
exchanges and what the future holds for the major exchanges.  

NIRI Philadelphia - Takeaways from the December 2014 NIRI Senior Roundtable – February 6, 2015

At the February meeting of NIRI Philadelphia, three chapter members who attended the NIRI Senior Roundtable in Newport, CA., last month will offer their key takeaways from the event, including new ideas you can apply right now to elevate your work as an IR officer or as an IR consultant.
The National Investor Relations Institute (NIRI) Senior Roundtable was held on December 4-6, 2014. Invited to the event were practitioners who had a minimum of 10 years of experience in IR. Sessions were devoted to dealing with activists, working with socially responsible investors, what to expect from the stock market, and U.S. politics during 2015, and a variety of other hot topics in the field of investor relations.
• Mark Donohue, Senior Director Investor Relations and Corporate Communications, IMPAX Laboratories
• Jennifer Driscoll, Vice President,  Investor Relations, Campbell Soup Company (Moderator)
• Helen Marsteller, Managing Partner, Stellar Partners, LLC
• John Shave, Senior Vice President, Investor Relations and Corporate Communications, Safeguard Scientifics Inc. 

NIRI Silicon Valley - Pitching Your Company To Wall Street – February 6, 2015

Most Wall St. pitches evolve over time.  This panel will illustrate how to build an investment thesis and world-class pitch from scratch using IPO presentations as case studies. 

NIRI Rocky Mountain – Legal/Reg FD Update – February 10, 2015

Increased SEC scrutiny and an ever-changing landscape of investor styles, communications tools, and technology compel the investor relations professional to be constantly abreast of the latest best practices and legal rulings.  With these challenges in mind, February’s presentation features an interactive expert panel of legal and investor relations professionals, including Jason Day, Partner – Perkins Coie, William Kent – Director of Investor Relations – QEP Resources, and Jeffrey Sherman – Vice President, Deputy General Counsel and Corporate Secretary – The Spectranetics Corporation.  The panel will cover important fair disclosure topics, including the intersection of social media and Regulation FD, real world disclosure situations and hypotheticals, and best practices in the marketplace for ensuring proper compliance with fair disclosure rules.  

NIRI Dallas * Ft. Worth – Happy Hour Social – February 11, 2015

Join you peer for cocktails and conversation at The Ranch, 857 West John W Carpenter Freeway, Irving.

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 San Diego – Investor Targeting 101 – February 17, 2015

Join Chris Dearborn, Market Intelligence desk at Nasdaq OMX for a discussion on investor targeting.

NIRI Twin Cities - Understanding Corporate Access & How to Best Utilize the Sell-Side – February 19, 2015

Save the date to join your peers for an informative discussion over lunch with Mark Pellegrino, Executive Director and Head of Corporate Access, UBS.  The event will take place at Loews Minneapolis Hotel, 601 First Ave. N., Minneapolis, MN. 

NIRI Atlanta – Cybersecurity – February 20, 2015

Please join us for Breakfast featuring Ron Plesco. Ron is the National Lead of the KPMG Cyber Investigations, Intelligence and Analytics practice.

UPS World Headquarters
7:30 a.m. to 9:00 a.m.
55 Glenlake Parkway, NE
Atlanta Georgia 30328

NIRI Capital Area - Effective Investor Engagement – Strategy and Best Practices for a Differentiated IR Program - February 24, 2015

Rebecca Corbin, Founder and President of Corbin Perception Group, will lead our discussion on best practices for engaging the buy side, evolving the shareholder base, and effectively communicating your investment thesis. She will update key benchmarks to monitor your progress. Exchange ideas, obtain answers to your questions and access Corbin Perception's industry-leading research on the buy side perspective and best practices. 

NIRI Boston – The Vending Game – February 26, 2015

Are you trying to get maximum value out of your investor relations budget? Have you ever wondered about the competitive differentiators of the various service providers that cater to the IR profession?

 Join NIRI Boston and watch a group of service providers battle it out as they try to "win the hearts" of two veteran IROs in this unique twist on the classic '70s game show The Dating Game. Two IROs - a "bachelor" and "bachelorette" - will pose tough questions to a panel of eligible investor relations service providers in an attempt to find their perfect match. The aim of this meeting is for attendees to see firsthand how top IROs approach IR tool evaluation and make informed decisions on how to spend their budget dollars - and to have a little fun at the same time!

Tom "Call Me Jim Lange" Barth, Head of Investor Relations at Akamai Technologies, will serve as our energetic game show host. The event will feature panels of IR web/app service and shareholder intelligence providers as well as the following IROs, each in search of the IR vendor that best suits their needs:
• Mary Conway, Principal of Conway Communications, an IR consultancy
• Rob Bradley, Director of Investor Relations at LogMeIn

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 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
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 Silicon Valley – Spring Seminar – March 20, 2015

Our marquee event, featuring panels, keynote presentations and active discussions with the brightest minds in IR.  More details to follow.

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 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).