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Fundamentals of Investor Relations

Held at the Loews Santa Monica Beach Hotel
Ramp-up your IR skillsets and join the alumni group of over 10,000 professionals around the world
The comprehensive IR seminar offering a structured overview of all aspects of investor relations, including marketing, communication, and finance. Delivered on both U.S. coasts each year, you'll participate in the leading IR education program for those new to the profession, or those
considering a career change.

Learn More & Register

2016 Seminars in Santa Monica, CA

Loews Santa Monica Beach Hotel
1700 Ocean Ave
Santa Monica, CA 90401

  • January 10 - 13, 2016: Fundamentals of Investor Relations Seminar
  • January 13, 2016: Keys to Successful Investor Presentations (Half-Day)
  • January 14 - 15, 2016: Finance Essentials for IR and Corporate Communications

Hear from seasoned pros, network with your peers, compare services to help you do your job, and jumpstart your IR career. Also, send your support staff for professional development, or someone in an affiliate role to learn more about the function. This is an excellent place to begin your journey in the field of investor relations.

NIRI would like to thank our Table Top Sponsors: Business Wire, Chorus Call, Computershare|Georgeson, Corbin Perception Group, Cowen Group, Ipreo, Modern IR, PRNewswire, Q4 Web Systems, Rivel Research Group, SNL IR Solutions, Virtua Research

Interested in building long-lasting relationships with this audience? Learn more about sponsorship and exhibiting opportunities.

Draft Agenda

  • Welcoming Reception, Registration and Service Provider Showcase

  • Welcome and Orientation
  • The Big Picture: Investor Relations Today
  • Service Providers and Other Resources
  • Corporate Disclosure: Issues and Best Practices - Part 1
  • Corporate Disclosure: Issues and Best Practices - Part 2
  • Corporate Governance, Advocacy and NIRI
  • The Value of Targeting
  • IR Role in Governance
  • Summary and Day Wrap-up
  • Welcome and Introductions
  • Communications and Media
  • Understanding Equity Markets
  • Planning and Executing Analyst Days and Non-Deal Road Shows
  • Panel Discussion: Understanding the Work of Analysts
    • The Sell Side
    • The Buy Side
    • Discussion with Financial Analysts
  • Financial Analysis and the IRO

  • Welcome and Introductions
  • Putting It All Together
  • Developing an IR Plan – A Case Study Approach
  • Wrap-Up and Adjourn

NIRI Policy for CPE credit for CPA Attendees

Registration Cancellation Procedure
If you have an emergency and need to cancel your registration, you must send your request in writing and keep a copy for your records. If you cancel one week in advance, you will receive a full refund, minus a $100 administration fee. No refunds are available for cancellations within one week of the event. Refunds are processed within one month of the seminar.

Latest News & Events

Finance Essentials for IR and Corporate Communications (January 2016)
Jan 14-15 - If you have already taken Finance 101 or if you have some financial knowledgealready, this is a great next step.

Keys to Successful Investor Presentations (January 2016) Half Day
Jan 13 - This hands-on half day workshop combines theory with small group breakouts and focuses on all the key elements for a successful investor presentation.