Date: 1/18/2018
Event start time: 2:00 PM
Event end time: 3:00 PM
Category: Webinar

The modern landscape of earnings guidance continues to evolve and is always full of pitfalls. And when analyst expectations and company performance don’t line up, where do IROs draw the line between keeping investors and sell side analysts informed and providing too much disclosure before earnings are released? How do you stay within the parameters of Reg FD?  What policies and guidelines do you have in place for Management and IR when speaking with the buy and sell side? How can IROs be proactive to help inform better “Street” estimates?

Learning Objectives: 

  • Develop clear and effective IR policy and realistic guidelines to comply with Reg FD while clarifying expectations
  • Learn effective ways to communicate expectations when the Street has it wrong
  • Learn effective guidance policies to appropriately manage expectations

  • Matthew Stroud, Vice President, Investor Relations, SeaWorld Parks & Entertainment (moderator)
  • Shep Dunlap, Vice President, Investor Relations, Mondelez International
  • Stuart Stein, Partner, Hogan Lovells US LLP
IRC® credential holders can earn 1 professional development unit (PDU) for participation in this webinar.

*This webinar has limited capacity. If you are not able to listen live, a recording will be available within 24 hours.


Shep Dunlap

Shep Dunlap

Vice President of Investor Relations, Mondelēz International

Shep Dunlap serves as the Vice President of Investor Relations for Mondelēz International. He is responsible for executing the company's global investor communications program. Mr. Dunlap also provides guidance regarding the company's operating results and business strategies to institutional investors and sell-side securities analysts.

Prior to Mondelēz International, he served for five years as Vice President of Investor Relations for Motorola Solutions. Before this, he spent 12 years at Dell, Inc. in various roles, including Investor Relations, Corporate Planning, Services Marketing and Corporate Audit. He was co-Chair of the 2015 NIRI Annual Conference, and has been an active member of the NIRI Austin and Chicago chapters. Mr. Dunlap earned an M.B.A. in finance from Vanderbilt University and a Bachelor of Science in Accounting from Kansas State University. He is also a CPA in the state of Texas. 

Matthew Stroud

Matthew Stroud

VP, Investor Relations, SeaWorld Parks & Entertainment, Inc.

Matthew Stroud is a senior investor relations practitioner with over 25 years of corporate finance experience including more than 20 years of investor relations practice. Before joining SeaWorld in late 2017, he was a senior advisor at Arbor Advisory Group since 2015.  In addition, he is the founder and principal of Stroud Investor Relations, LLC.  Prior to starting his own firm, Stroud led the investor relations program at Darden Restaurants for more than 15 years, where he gained experience with M&A, divestitures, crisis communications, leadership transitions, proxy contests and activist investors.  While there, he earned four nominations to Institutional Investor magazine’s “All-America Executive Team for Best Investor Relations Officer” in the restaurant sector winning twice and was twice a finalist in IR Magazine’s annual award for best “Investor Relations Officer in a Mid-Cap company.”  

Mr. Stroud served a four-year term on the National Investor Relations Institute (NIRI) Board of Directors including a one-year term as Chairman of the organization.  In 2014, he was named a NIRI Fellow, an honor bestowed upon a select few investor relations practitioners who “epitomize the leadership, integrity, involvement, and contributions of investor relations professionals.”

He is a frequent speaker at professional conferences and holds a BA and MBA degrees from Brigham Young University.

Stuart Stein

Stuart Stein

Partner, Hogan Lovells US LLP

Stuart Stein is a partner at Hogan Lovells and focuses on public companies.  He is the immediate past global head of the Hogan Lovells Corporate Practice Group. Formerly qualified as a Certified Public Accountant, Stuart brings a rare perspective.  As a trusted advisor to the boards of some of the largest companies in the world, he provides a calm, measured approach to achieve success during often-turbulent times.
Stuart primarily represents public companies in corporate and securities matters, such as compliance, corporate governance (including activist stockholder matters), mergers and acquisitions, and public capital markets. He also handles all manner of SEC and other governmental regulatory interactions.

Stuart is a regular speaker on national panels and programs that address corporate issues, particularly as they relate to disclosure, board governance, compliance, audit committees, and fiduciary duty issues.