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Chapter Event Listings


NIRI Boston - The IRO and the IPO – March 27, 2015
With 278 companies going public and generating more than $90 billion in proceeds, 2014 proved to be the best year for IPOs since 2000. Since Boston is a hotbed of innovation and high growth organizations, we are dedicating a meeting to discuss the roadmap to an IPO from an investor relations perspective. Join us for what is sure to be a lively and informative discussion as we hear from a prominent venture capitalist who has taken many companies public and a banker who will discuss what is expected of an IRO as a company initiates and moves through the IPO process.

Michael Skok, an individual investor and venture capitalist, will talk about what the board and executive team need to think about when considering an IPO and how an IRO can help prepare the company.

Bob Lockwood, Managing Director, Technology Investment Banking with Raymond James, will discuss the IPO process itself and the IRO’s role within the banking team’s activities.

Whether you are an IRO, a communications professional at a pre-IPO company, or finance executive establishing a role for an IRO, you are sure to walk away from this discussion with a better understanding of advantages of bringing an IRO on board early, the role the IRO plays as part of the IPO team. 

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

The February 27th Luncheon, which was cancelled due to winter weather, has been rescheduled!

Connecting with the Street, at Home & On the Road - (Investor Days, Non-deal Roadshows, Corporate Access/Quiet Periods)

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

Friday,  March 27 from 11:30 a.m. - 1:00 p.m.

Lawry's Prime Rib
14655 Dallas Parkway
Dallas, TX 75254

NIRI Los Angeles - NIRI in Your Neighborhood: Earnings Season Best Practices – March 31, 2015

Save the Date for this informative discussion!

NIRI New York - Media Training Essentials For IROs – March 31, 2015

Join NIRI-NY for an interactive workshop on Q&A preparation and messaging for IROs. Tony Herrling, Managing Director at Brainerd Communicators, will cover the essentials of media training including controlling the interview, crafting your message, and navigating tips and tricks for when you are in the hot seat – whether in a media interview or an investor conference fireside chat.  

NIRI San Diego – April Networking Social – April 1, 2015

The first of April, some do say, is set apart to observe April Fool’s Day.
The market, however, is open for trades, not allowing for any quick getaways...
When there’s no rest for the weary, why not come and socialize with NIRI!!!

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 Philadelphia - Breakfast with Jim Cudahy, Newly Appointed President and CEO of NIRI – April 10, 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.

Date:  April 10, 2015
Time:  7:30 am - 9:00 am
Location:  Maggiano's, 205 Mall Blvd., King of Prussia, PA

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 Boston - IR Benchmarking: Measuring What Matters – April 14, 2015

All good IROs understand the importance of marketing your IR plan continually to senior management to gain executive-level commitment and support.  We also know that these executives are largely driven by data.  This preference for proof challenges IROs to find the right metrics to prove the value of the IR program and the progress toward agreed-upon objectives.

Join NIRI Boston as we review highlights from the body of knowledge that has been compiled on the topic of IR benchmarking and explore what has worked and what hasn’t when it comes to determining how your IR program stacks up.

Leading the discussion: Matt Kamisher-Koch, Senior Analyst; Investor Relations Leadership Council, CEB

NIRI Chicago - Insights from the Buy-Side to Win the Competition for Capital – April 14, 2015

The capital markets have changed significantly over the last 10 years. With long-term investors employing shorter investment horizons, activism on the rise and an increasing number of foreign issuers listing in the United States, the competition for capital is intensifying. How do you differentiate your company in the current landscape? What constitutes effective communication in the eyes of investors, and how do you engage effectively? Hear what buy-siders expect from your communications, how they want to interact and which companies are best in class.  

NIRI Rocky Mountain - Creating Compelling Investor Presentations – April 14, 2015

Do your company’s investor and corporate presentations tell a compelling story in a crisp, clear way?

Could your presentations benefit from expert insight and recommendations?
Bring your entire communications team to join David Fine, President of Fine Communications, Inc., for a discussion on how to develop high quality corporate presentations and how to avoid common communications pitfalls. 

Topics will include:
• Connecting with your audience
• Messaging
• Making a “good” presentation slide
• Presentation flow
• Design tips
• Presentation delivery 

NIRI Virtual - Award Winning IR Programs – April 16, 2015

What does an award-winning IR program look like? How can you build one at your firm?  Fresh off the podium from IR Magazine’s annual investor relations awards, we will showcase three of this year winners! 

Our panel of experts will share some key insights and tips on how to run a “best in class” IR program. Our discussion will be moderated by IR Magazine’s Neil Stewart, who will also review some of the highlights from this year’s award campaign regarding the issues that investors care about.  Please join us for a lively and informative webcast.

NIRI Silicon Valley – What is the Options Market Telling You about Your Stock? – April 17, 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 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 Rocky Mountain - Buyside Panel and Meet & Greet New National NIRI CEO & President Jim Cudahy – May 14, 2015

Save the date to meet Jim and participate in a lively discussion. 

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 New York - An Evening with Anne M. Mulcahy, Former CEO, Xerox Corporation – May 28, 2015

Join us for a very special evening with one of America's most respected corporate leaders, Anne M. Mulcahy, former chairman and CEO of Xerox Corporation, and current board member of Target Corporation, Johnson & Johnson, and LPL Financial.

Anne will share personal strategies that guided her through her extraordinary career including fostering organizational loyalty, achieving outstanding performance with integrity, and successfully leading in the face of adversity.
More details to follow.

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).

NIRI Dallas* Ft. Worth – Chief Economist from Comerica Bank - May 29, 2015

Featured panelist: Robert A. Dye Ph.D., Senior Vice President and Chief Economist, Comerica Bank

Dr. Dye will discuss how the price of Oil & Gas is impacting the Texas and DFW economies and will share with attendees his outlook and some key milestones to keep an eye on in the coming year.

Registration details to follow at a later date!

NIRI Boston - NIRI Boston Golf Tournament & Summer Bash – June 29, 2015

Come join your fellow NIRI Boston colleagues and guests at beautiful Indian Ridge Country Club on Monday, June 29th for a day of golf and/or a night of socializing to close out our 2014-15 programming year.  Registration for the golf tournament and lunch begins at 11:30 a.m., with a shotgun start at 1 p.m. sharp. The best ball tournament will include longest drive and closest to the pin contests. Whether you are a scratch golfer or a bona fide hacker, please join us for an afternoon of sunshine and fun. NIRI Boston golfers are encouraged to invite members of their management teams to the tournament.
After the tournament, we will have a casual dinner reception beginning at 6 p.m. for both golfers and non-golfers to celebrate another successful programming year.  During dinner, we will be entertained by one of the area's most popular comedians.  Entry to the dinner will be complimentary for non-golfer NIRI Boston members and a guest.
Located in Andover, Indian Ridge Country Club has been voted the #1 golf course in the Merrimack Valley. In addition to a fabulous 18 Hole, Par 72 championship course, the club's heated swimming pool and tennis facilities will be available to all event registrants on the day of the event.