Date: 1/13/2020 - 1/14/2020
Event start time: 8:30 AM
Event end time: 5:00 PM
Category: Seminar
Price: Members: $1,195; Nonmembers: $1,895


Fundamentals of Investor Relations

January 13-14, 2020
Newport Beach, CA

This comprehensive live seminar, held at the Fashion Island Hotel in Newport Beach, CA, offers a broad, introductory overview of all aspects of investor relations, including marketing, communication, and finance. Come to New York to learn from seasoned pros, network with your peers, compare IR products and services at tabletop exhibits, and jumpstart your IR career. No prerequisites or advanced preparation required.

The Fundamentals of Investor Relations course is designed around the 10 domains of the IR Competency Framework, corresponding to the main job functions of IR. The seminar's first day will provide the context for IR: company funding and capital markets, financial reporting, and regulatory and disclosure concepts. The second day will take you through a year in the life of an IR practitioner - including the quarterly earnings cycle and developing an IR plan - and provide practical tools for success in the role.


"This seminar exceeded my expectations at every single level. Fantastic platform to meet, brainstorm, share, learn.”

- Fundamentals of IR Attendee

Consider sending your support staff for their professional development or someone in an affliate role so they can learn more about the function. This is an excellent place to begin your career development in the field of investor relations.

IRC® credential holders can earn up to 4 professional development units (PDUs) per day. IRC-credentialed volunteers and speakers may also earn PDUs. More information is available at CPAs may be eligible for CPE credit for completing the course (15 CPE credits recommended based on a 50-minute hour. Field of Study: Specialized Knowledge; Delivery Method: Group Live). More information is available at View the seminar cancellation policy here.


Sample Two-Day Program

See the 2019 Agenda

The 2020 agenda is currently under development. Check back soon for updates.

This comprehensive seminar is led by NIRI Fellows, Senior Roundtable members and select industry experts.


*This seminar is part of NIRI West

NIRI West - January 13-17, 2020 (Newport Beach, CA)

NIRI West is part of NIRI's regional events series that includes comprehensive learning and networking opportunities for both new and experienced IR practitioners. Separate registration required for each event. Newport Beach seminars and workshops include:
  • Fundamentals of Investor Relations (2 days)
  • NIRI Member Networking Reception
  • Finance Essentials (2 days)


NIRI WEST - Regional IR Event Series

NIRI West is part of NIRI’s regional events series which also includes NIRI Midwest and NIRI East. NIRI West 2020 will be held in Newport Beach, CA at the Fashion Island Hotel January 13-17, 2020. Separate registration required for each event.

List of Education & Networking Events (January 13-17, 2020, Newport Beach, CA)

NIRI West 2020 comprises the following events:     

January 13-14: Fundamentals of Investor Relations

The comprehensive IR seminar offers 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

January 15-16: Finance Essentials

Understand the essentials of finance that you'll need to communicate your company's financial story effectively, including shareholder value, accounting, corporate finance, and company valuation.
Learn More & Register



For questions regarding travel and accommodations, please contact