Explore the state of AI use in investor relations
AI Summit is a virtual seminar designed to explore the current state of artificial intelligence use in the practice of investor relations. Attendees will hear from experts during thoughtfully composed panels, connect with peers during small-group discussions, and study real-world applications with live instruction from fellow IR practitioners. Participants will also have the opportunity to attend product demos with vendors who are leveraging AI to streamline IR workflows, optimize communication, and analyze data.
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What We’ll Cover
- Case studies and live tutorials of AI use cases
- Regulatory compliance considerations
- Responsible AI use, risk awareness, and internal hurdles
- Use of AI by external stakeholders, including the buy-side and sell-side
Who Should Attend
The NIRI 2025 AI Summit is designed to meet the educational needs of investor relations professionals who are interested in exploring and implementing AI-powered solutions in their IR programs. All experience levels are welcome to attend.
Agenda
Tuesday, October 7
| Time (ET) | Session |
|---|---|
| 12:00 – 12:30pm | Welcome & Overview: The Current State of AI Adoption in IR This session will explore how investor relations professionals are integrating AI into their daily practices and why its adoption is rapidly becoming a strategic priority. Attendees will review findings from the recent NIRI AI study, examining common use cases, operational benefits, and real-world applications. The discussion will also highlight why IR leaders are embracing AI to enhance efficiency, improve output, and support more strategic decision-making. Speakers: Matthew D. Brusch, CAE, President & CEO, NIRI: The Association for Investor Relations Evan Pondel, IRC, Founder/CEO, Triunfo Partners Gregg Lampf, IRC, Ciena Corporation |
| 12:30 – 12:40pm | Break |
| 12:40 – 1:25pm | Practical AI: Transforming Daily Workflows for Investor Relations This session will examine practical applications of artificial intelligence in investor relations, demonstrating how automation of routine tasks can enable practitioners to devote more time to strategic initiatives. Speakers: Evan Pondel, IRC, Founder/CEO, Triunfo Partners Marc Silverberg, Managing Partner, Global Head of Energy, Clean Tech & Industrials, ICR |
| 1:25 – 1:35pm | Break |
| 1:35 – 2:15pm | Continuing the Conversation: How Are You Applying AI? This breakout is your chance to compare notes with fellow IR professionals on their experience with implementing or experimenting with AI solutions. Bring your questions, examples, and perspectives for a relaxed, peer-driven conversation, guided by facilitators and discussion questions to spark dialogue. |
| 2:20 – 2:30pm | Break |
| 2:30 – 3:30pm | AI-Powered IR: Product Demos from Q4 and RedChip Enjoy an opportunity to sample AI-powered products and solutions, designed to augment your IR workflows. |
Wednesday, October 8
| Time (ET) | Session |
|---|---|
| 12:00 – 12:50pm | Case Study: When Consensus Goes Wrong – Explaining Stock Moves in the Age of Algos and AI Investor relations officers face growing pressure to explain sudden, often dramatic, stock moves to management and the board. When consensus estimates are inaccurate, the stakes are high: algorithmic trading, high-frequency strategies, and AI-driven narratives can magnify the damage, sending a stock spiraling through technical levels and triggering a chain reaction of negative re-ratings. This session will explore one IRO’s example of how consensus mis-modeling and market structure dynamics collided, the role of AI and algos in accelerating volatility. We’ll hear from a senior program trading professional how algorithmic and statistical trading strategies can impact a stock, so that IROs can better manage expectations, prepare for board-level “what happened?” conversations, and mitigate risks when the market response seems detached from company fundamentals. |
| 12:50 – 1:00pm | Break |
| 1:00 – 2:00pm | AI-Powered IR: Product Demos Enjoy an opportunity to sample AI-powered products and solutions, designed to augment your IR workflows. |
| 2:00 – 2:10pm | Break |
| 2:10 – 3:00pm | AI Policy Best Practices: Adopting New Technology Responsibly We’ll discuss how to responsibly implement and govern the use of AI within the IR function by building strong foundations in an AI policy and AI-positive organizational culture. This session will address policy-related questions including the handling of MNPI as well as strategies for overcoming internal hurdles to develop an implementation strategy. |
| 3:00pm | Event Concludes |
Thank you to our sponsors!
All registrations are final and no refunds will be given. If you are unable to attend the program live, you will have access to the recorded sessions for up to six months. NIRI membership is in the name of the individual, not the employer organization; member rates for events and other benefits apply only to the individual member, not all members of an organization, and are not applicable retroactively. Registrations are nontransferable between events. Sharing or splitting access is strictly prohibited. If you have any questions or concerns, please contact ProfessionalDevelopment@niri.org or 703-562-7700.
IRC credential holders can earn up to 8 professional development units (PDUs). IRC-credentialed volunteers and speakers may also earn PDUs.