*Agenda subject to change; All times in local time. Additional details and speakers to be announced shortly!
Wednesday, December 9
| 5:30-8:00 pm | Welcome Reception and Dinner |
Thursday, December 10
| 8:30 – 9:00am | Breakfast and Registration |
| 9:00 – 9:15am | Welcome Remarks |
| 9:15 – 10:15am | Understanding Equity Indices: A Strategic Guide for IR Join Will Kantrowitz, the NYSE’s Head of Global Advisory, for an inside look at the increasingly influential world of equity indices and what they mean for public companies. This session will explore how major index providers determine eligibility, size and sector classifications, reconstitution processes, and the flow of passive and active capital tied to index inclusion. Attendees will gain practical insights into how index positioning can impact liquidity, shareholder composition, trading dynamics, and investor outreach strategies, along with real-world case studies demonstrating how companies can successfully navigate index-related opportunities and challenges. Speakers: Will Kantrowitz, Head of Global Advisory, NYSE Traci Mangini, IRC, Vice President, Investor Relations, Primo Brands (facilitator) |
| 10:15 – 10:30am | Break |
| 10:30 – 11:30am | Market Structure 2027: What Senior IROs Need to Know About How Their Stock Trades The forces shaping how public-company stocks trade are evolving rapidly, and price movement increasingly reflects more than company fundamentals alone. In this fireside conversation, Rich Steiner, Managing Director and Head of Market Structure & Electronic Trading at Piper Sandler, will help senior IR professionals better understand the market mechanics influencing their stock—from liquidity and electronic trading to tokenization, expanded trading hours, and regulatory change. The discussion will focus on practical implications for IROs: how to distinguish fundamental investor activity from market-structure-driven trading, what to investigate when a stock moves unexpectedly, and what senior IROs need to understand as equity markets continue to evolve. Speakers: Rich Steiner, Managing Director, Head of Market Structure and Electronic Trading, Piper Sandler Pat Davidson, SVP, Investor Relations, Oshkosh Corporation (facilitator) |
| 11:30am – 12:15pm | Small Group Discussions |
| 12:15 – 1:30pm | Lunch |
| 1:30 – 2:30pm | The Valuation Narrative / Architecting Your Company’s Multiple: How Senior IROs Shape Valuation, Positioning, and Long-Term Re-rating More than ever before, clear, crisp messaging is critical to shaping valuation and positioning your equity story with investors. This session will explore case studies of how senior management crafted messaging strategies that resonated with Wall Street and led to multiple expansion and long-term value creation for shareholders. It will identify how companies such as Exact Sciences adapted their equity stories and executed a consistent messaging that addressed key investor concerns, while making it clear how the company would execute its long-term growth strategy. Speakers: Jeff Elliott, Senior Advisor, BCG, Board Director (ICON/Quanterix); Daniel Riff, Partner & Director, Corporate Finance & Strategy, BCG; Joshua Young, Investor Relations Executive, SRT Steering Committee member (facilitator) |
| 2:30 – 2:45pm | Break |
| 2:45 – 4:00pm | AI Show and Tell: Practical Applications for Experienced IROs Explore how senior IR practitioners are applying AI tools to support their work. In this highly interactive, peer-led session, SRT members will demonstrate practical use cases and solutions across five areas: earnings preparation and scripting, Q&A preparation, competitive intelligence, market data and insights, and AI agents. Following the demonstrations, participants will break into small groups to discuss applications, lessons learned, challenges, and opportunities for their own IR programs. Each group will then share its most valuable takeaways with the full roundtable. Attendees will leave with concrete ideas, tested approaches, and peer insights they can apply within their teams. Speakers: Dewey Steadman, CFA, IRC, Senior Vice President, Investor Relations, Labcorp Mike Micciche, IRC, Senior Vice President, Investor Relations, Progress |
| 4:00 – 6:15pm | Programming Break Enjoy everything the Royal Sonesta San Juan has to offer during this afternoon programming break. |
| 6:15 – 10:00pm | Dinner in Old San Juan Join your colleagues at the Princesa Cocina Cultura for a reception and dinner in historic Old San Juan. Transportation to Old San Juan will leave the hotel promptly at 6:15pm. Shuttle service back to the hotel will run every 30 minutes from 9:30 until 11pm. |
Friday, December 11
| 8:30 – 9:00am | Breakfast and Welcome Remarks |
| 9:00 – 10:00am | Reading the Market: Insights for Senior IR Leaders Market Strategist Gina Martin Adams returns to the Senior Roundtable to provide her perspective on the forces shaping the equity markets and the outlook ahead. Building on her 2023 presentation to SRT, she will examine the trends influencing market performance to help senior IR practitioners better understand how investors are assessing risk and opportunity and what changing market conditions may mean for corporate messaging, expectations, and engagement. Speaker: Gina Martin Adams, Chief Market Strategist, HB Wealth |
| 10:00 – 10:30am | Break |
| 10:30 – 11:15am | Leadership from the C-Suite and Boardroom What changes when you move from advising senior leaders to becoming one? In this fireside chat, Jana Croom, CFO of Kimball Electronics and board member at FirstEnergy, will share perspectives from across her career in investor relations, executive leadership, and the boardroom. The conversation will explore leading through transformation and volatile environments, building and sustaining organizational culture, and how senior executives and directors think about long-term value creation. Jana will also reflect on the value of the IR function as a strategic partner to the business and how the skills, perspective, and relationships developed in IR can prepare professionals to take on broader leadership roles. Speakers: Jana Croom, CFO, Kimball Electronics and Board Member at FirstEnergy Sara Macioch, CPA, MBA, Senior Director, Head of Investor Relations, Janus International |
| 11:15 – 12:15pm | From Insight to Impact: Field-Tested Strategies for IR Leaders Designed for experienced IROs, this practitioner-led panel moves beyond the fundamentals to explore the strategies and tactics that shape effective IR in today’s competitive capital markets environment. Featuring seasoned in-house IROs and advisors actively engaged in day-to-day IR execution, the session will provide actionable insights drawn from real-world experience. Panelists will share approaches for strengthening the investment story, gathering and applying shareholder intelligence, and improving the effectiveness and consistency of investor communications. Key discussion topics include: Stewarding the Investment Brand & Reputation: Sharpening narrative precision and maintaining message consistency across investor touchpoints. Closing the Intelligence Loop: Exploring how leading IR teams solicit shareholder feedback, translate it into actionable intelligence, and incorporate those insights into strategy and messaging. Telling Your Company’s Story: Examining the role of storytelling in IR, why it matters, and how teams can build a compelling, differentiated investment narrative. Field-Tested Tactics: Sharing practical tools, frameworks, high-impact best practices, favorite conferences, and other tactics that seasoned practitioners have found effective. Each panelist will share two proven practices participants can put to work immediately. With panelists representing diverse sectors and company stages, the discussion will offer a broad range of perspectives while remaining firmly grounded in the realities of day-to-day IR leadership. Speakers: Ira Gostin, MBA, Managing Partner, GostinStrategic (moderator) Additional panelists to be announced. |
| 12:15 – 1:30pm | Closing Lunch |
| 2:00 – 4:00pm | Optional: Old San Juan Walking Tour Join your colleagues for a private, historical walking tour in Old San Juan. Over two hours, attendees will enjoy up to three restaurants/ tasting spots while experiencing the real Old San Juan and learning about the “Fortress City’s” personality, rich history and interesting local tales. Registration includes transportation to Old San Juan from the Royal Sonesta, plus three tastings and one rum cocktail. Additional fee required. |
IRC credential holders can claim up to 6 professional development units (PDUs) for participating in this program. IRC-credentialed volunteers and speakers may also earn PDUs.