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Chapter Event Listings


NIRI San Francisco - Investor Activism - A Joint Meeting with CFA Society San Francisco – September 17, 2014

In partnership with the SF chapter of the National Investor Relations Institute (NIRI), is proud to announce the Investor Relations Series, designed to bring together both investors and IR practitioners by addressing topics of common interests.
The first meeting will focus on investor activism.  This meeting will be led by Jason Golz @ The Brunswick Group who will provide a behind-the-scenes look at eBay’s defense against Carl Icahn.  

NIRI Atlanta – Save the Date for the Fall Kickoff Event – September 19, 2014

Save the date to join your peers for networking and education.  The event will start at 7:30 A.M. at Southern Company, 30 Ivan Allen Jr. Blvd., Atlanta, Georgia.  Check the NIRI Atlanta website for additional information -

NIRI Chicago - IR Workshop: The Art + Science of IR – September 19, 2014

This year’s NIRI-Chicago IR Workshop offers nationally recognized speakers, timely topics and great takeaways. Join us for a mix of informative presentations, panel discussions and lively interactive sessions, plus ample time for networking and one-stop shopping in the Exhibitor Showcase – all on a single day and at a highly affordable price. We will discuss trends and best practices based on data and other “science,” with due credit to “art,” including the role of experience and expert advice in making judgment calls.  

NIRI New York – Trends in Investor Relations – Roundtable Discussion - September 22, 2014

Join your fellow NIRI-NY IR colleagues for a roundtable discussion on best practices and emerging trends in investor relations. This is a great forum to share experiences and learn from other IROs.
- Preparing for investor days and best practices
- On-boarding new CFOs or CEOs
- Communicating your capital allocation strategy
- Enhancing quarterly earnings materials, and using new/untraditional formats
- Balancing the C-level’s time with investors
- Using social media…or not
Featured Attendees:
David Ng, Managing Director and Head of Investor Relations, Broadridge Financial Solutions Inc. (NYSE: BR); Tracy H. Krumme, Vice President, Investor Relations, NCR Corporation (NYSE: NCR)

NIRI Silicon Valley – Season Opener – September 22, 2014

Join your peers for complimentary cocktails & hors d’oeuvres Immediately following IR Think Tank
Note: Lobster will make a return appearance at this event! And other tasty tidbits too!

Watch your inbox for registration information.

NIRI Capital Area - Mid-Term Elections: Impact of Public Policy/Politics on the Markets – September 23, 2014

Kickoff the 2014-2015 Season with rooftop cocktails and hors d’oeuvres with fellow IR Professionals. Following the reception, former Congressman Mark Kennedy, now professor and director of George Washington’s Graduate School of Political Management, will facilitate what’s sure to be a stimulating conversation, all in an open air setting surrounded by Washington’s monuments.

Mid-term election years tend to be turbulent for the public markets, adding another layer of complexity for IR professionals. With experience in business and politics, Kennedy has a unique viewpoint from which to share his thoughts on economic policy changes and the landscape for business following the mid-term elections. Plus, he’ll share an insider’s perspective on the workings of Congress.

NIRI Rocky Mountain - Teaching Executives How to be in Control and Get the Message Across – September 24, 2014

Join NIRI’s Rocky Mountain Chapter for our September social event and a special presentation: Teaching Executives How to be in Control and Get the Message Across.  Bring your entire communications team to join Virgil Scudder, often referred to as "The Dean of Media Trainers," for a discussion on the aesthetics and message development needed to tailor world class Investor Communications, CEO Communications, and Crisis Communications.  Virgil will outline principles of building and enhancing trust based on his experience coaching and counseling the heads of some of the world's largest corporations and government leaders. 

NIRI Houston - N3 Happy Hour – September 25, 2014

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

NIRI New York - Speed Up or Slow Down - What's Driving Today's Capital Markets? – September 29, 2014

Every few years there is a drum beat claiming that the U.S. capital markets are broken and that certain market participants appear to profit excessively or unfairly from the system. But traders, banks, brokers, exchanges, asset managers, and individual investors are the engines of legitimate capital formation. This panel will help demystify current front page news and drive home what IRO’s need to know to navigate today’s markets.

Panel of Experts:

  • Richard Repetto, sell side analyst and principal at Sandler O'Neill and our moderator, will set a fair and balanced stage and describe today’s market players and their roles.
  • J.T. Farley, managing director of investor relations at ITG, a provider of execution services for traders, will share his views about what IR should know about the market – in your terms, no acronyms, no interpreter needed.
  • John Panichi, a managing director at Bank of America Merrill Lynch, who has experience across all equity markets, will discuss how he works with the buy-side, and general trading trends including high frequency and ETFs.
  • Ronan Ryan, chief strategy officer at IEX, one of the market’s newest trading venues, will talk about alternatives to traditional equity markets.

NIRI Connecticut/Westchester – 2014-2015 Kickoff Event – September 30, 2014

Explore the multiple facets to consider in making the best decision about providing access to corporate executives and spokespeople - what your strategy for engagement should be, with what partners and through what means.  How best to balance the multiple interests which sometimes compete to arrive at the best outcome for all:  the issuer, the investor and the facilitating partner.

Please join us for an IRO round-table discussion with our guest speakers:
Amy Junker - Managing Director, Corporate Access, Robert W. Baird & Co.; Mark Kinarney - Associate, Corporate Access, Credit Suisse Group
Robert Meyers - Managing Director, Global Corporate Access, RBC Capital Markets.

NIRI Los Angeles – Best IR Marketing Practices – Corporate Access & Buy-Side Panel -October 1, 2014

Gain insights from the heads of Corporate Access at UBS and Wedbush and two buy-side analysts/portfolio managers from southern California firms.  Learn the likes and dislikes of the buy-side for ideas to help shape and improve your company’s investor marketing efforts.

NIRI Chicago – How to Manage Corporate Access More Effectively – October 8, 2014

It’s a perennial IR challenge: More investors want more time with senior management – while you’re faced with management’s dwindling availability and appetite for investor meetings. How can IROs be more effective in granting corporate access while targeting the right investors? IR service providers now offer innovative solutions to help IROs maximize their executives' time through the use of technology and new platforms. Learn what other IROs do to target potential investors as well as the latest techniques for managing corporate access more effectively.  

NIRI San Francisco - Navigating an IPO – October 8, 2014

You are invited you to a panel discussion on the topic of Navigating an IPO.
Featured Speakers:
Sean Agarwal, CFO Trulia
Fred Ball, CFO Marketo
Nathan Schindler, Director Equity Research
Bank America Merrill Lynch
David Oppenheimer, CFO eBates
Alan Black, CFO, Zendesk
Anna Yen, IRO Zoosk
Moderator: Tony Jeffries, Partner WSGR

Please join us on Wednesday, October 8, 2014 in the Conservatory @ St. Regis Hotel for 4:00pm Panel Discussion; 5:00pm - 6:00pm Cocktails and Appetizers. Invited Guests Only.

NIRI Twin Cities – Meet the Media: A New Paradigm of News Generation – October 9, 2014

Welcome to the brave new world! The union of social and traditional media is paving the way for a new paradigm of news generation. In today’s digital environment, journalists strive to get more out of stories and battle for attention within tighter time frames and financial constraints. This means communicators are up against even tougher competition to get their stories in the news. Do you know how you can up tweak your strategy to up the ante and beat the odds?

Join NIRI Twin Cities, Minnesota PRSA and Business Wire for lunch and a fast-paced conversation with our distinguished panel of editors, journalists and reporters who will share their perspectives on effective media relations techniques, practices, and protocol for victory in today’s brave new media world. You’ll hear about media relations triumphs and blunders, as well as best practices, practical do’s and don’ts, and tips to help you effectively engage with media today.

• Hear about current trends in news journalism and the kinds of stories editors are seeking.
• Discover the best ways to establish rapport and maintain positive relationships with the media, and
command attention, develop credibility, and become a valued resource.
• Learn how social media is being used for gathering information and for breaking news, as well as its
role in driving both the impact and success of a story.

NIRI St. Louis - Analysts as Panelists – October 10, 2014

Working effectively with both buy- and sell-side analysts is a key component of successful IR programs. But what’s the best way to communicate with analysts, and what do they want to hear from you? Join Sarah Akers of Wells Fargo Securities, Gary Taylor of Citibank, and John Meara of Argent Capital as they form an insightful panel of analysts. 

NIRI Los Angeles - NIRI in Your Neighborhood: The "Fifth" Analyst Call (Pasadena) – October 13, 2014

Discuss strategy, challenges, and successes around shareholder outreach programs dealing with corporate governance and executive compensation. 

NIRI Boston - Revamp Your Investor Presentation – October 14, 2014

When was the last time you refreshed your investor presentation? Does it effectively communicate your company’s strategy and investment thesis in a memorable way for investors?  In today’s world of short attention spans and limited time to research new investment ideas, capturing investor attention is not an easy task. Unfortunately many companies of all sizes use the same deck over and over again as they attempt to change investor perceptions. Does this sound familiar? If so, it may be time to revamp your investor presentation.

Join NIRI Boston for an evening with David Fine as he shares best practices to developing successful investor presentations that clearly articulate your company’s message and utilize high-impact visuals that effectively support the story you are trying to tell. The session will include an interactive element as David shows how he would recommend improving the company investor presentation for one of NIRI Boston’s members.

NIRI Los Angeles - NIRI in Your Neighborhood: The "Fifth" Analyst Call (Santa Monica) – October 15, 2014

Discuss strategy, challenges, and successes around shareholder outreach programs dealing with corporate governance and executive compensation.

NIRI Boston - Market Structure with Ronan Ryan – November 18, 2014

Ronan Ryan (featured in Michael Lewis’ latest book “Flash Boys”) will discuss the latest in market structure and high frequency trading.

NIRI St. Louis - Technology and Trading – November 20, 2014

When the opening bell sounds, what really happens to your stock? Join Anna Sakalis of NASDAQ OMX and Rich Barry of NYSE for a candid discussion around stock volatility, liquidity, dark pools, high-frequency trading, electronic platforms, flash crashes, and other phenomenon that influence how your company’s stock behaves in the market. 

NIRI Los Angeles - Proxy Season Planning – Insights on Hot-Button Issues and Shareholder Voting Patterns – December 3, 2014

• Joint program with the Society of Corporate Secretaries and Governance Professional
• Get a real-time update on aggregated voting trends and the issues and proposals driving shareholder behavior
• Learn how to leverage big data for insights into actionable information to benchmark your company’s voting results against your industry to better plan for the proxy season ahead 

NIRI St. Louis – Social Event – December 4, 2014

Catch up with your colleagues at St. Louis NIRI's December social event! Enjoy great food and educate your palate by sampling a variety of wines. Meet new members, reconnect with friends, and hear the latest chapter news.

NIRI Chicago - Putting Together the Pieces: 2015 Outlook – December 9, 2014

So many factors could affect corporate profitability and investor decisions in 2015, including possible changes in Fed policy on inflation, interest rates and Treasury buyback programs; political instability in the Mideast, Ukraine and North Korea; emerging market growth rates; Congressional stalemates and the November elections.

What’s in store for the coming year? Our panel of experts will discuss these and other developing issues, as well as how they put together these puzzle pieces to arrive at their calendar year 2015 forecasts.

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