Date: 9/26/2019
Event start time: 8:00 AM
Event end time: 3:30 PM
Category: Seminar
Price: Members: $695; Nonmembers: $895

Investor Relations for Financial Executives

September 26, 2019
Washington, DC

This one-day program is designed to efficiently provide CFOs and financial executives with the necessary concepts to effectively communicate with Wall Street. These sessions provide an overview of the investor relations (IR) function including the annual IR lifecycle, communications regulations governing IR, and best practices around investor messaging. Sessions also address higher-level, strategic IR issues facing C-suite officers in today’s business environment including demystifying the Environmental, Social and Governance (ESG) investing landscape, and shareholder activism strategies.

Who Should Attend

  • CFOs with a dual role including investor relations
  • CFOs with management oversight of investor relations
  • Financial executives with a dual role including investor relations
  • Financial executives that work closely with investor relations
  • Financial executives with an interest in managing, or learning about investor relations



Program Agenda

View the latest program agenda, and check back soon for updates.



*This seminar is part of Leadership Week 2019 

NIRI launched Leadership Week in September 2017, when NIRI National Board members, chapter presidents, and advocacy ambassadors gathered in Washington to meet with Congressional staffers and Securities and Exchange Commission officials. Now in its third year, Leadership Week also includes distinct investor relations and leadership programming, as well as opportunities for broader networking. Registration in this seminar includes optional access to the following Leadership Week activities. You will be able to RSVP for these after registering for the course.
  • Evening Networking Reception - Wednesday, September 25 - 6:30-8:00pm
  • Annual SEC Meeting with Senior Officials - Friday, September 27 - 9:00am-12:30pm



David Dragics

David Dragics

Senior Vice President of Investor Relations (retired), CACI International, Inc.

David Dragics was the SVP, Investor Relations of CACI International Inc, a $4.8 billion federal contractor based in Arlington, VA, from 1998 until his retirement in October 2018.  He is currently a consultant to CACI’s management and its Board of Directors. During his tenure at CACI, the company’s investor relations program grew from three sell-side analysts and less than 50 institutional investors to 13 sell-side analysts and over 440 institutional investors.  He developed the company’s first formal corporate disclosure policy and developed and implemented the concept of a Corporate Governance Team.  He also worked closely with CACI’s standing Investor Relations Committee of the Board, keeping them current on key issues of investor relations and corporate governance.  He is a board member of the Capital Area Chapter where he is also one of the chapter’s Advocacy Ambassadors and is a member of NIRI’s Advocacy Committee.  He is a retired U.S. Army colonel, having served 26 years of active and reserve duty in Military Intelligence, and is a veteran of Vietnam and Desert Storm.  He is a graduate of The Ohio State University in Finance and has an MBA in Finance and Marketing from the University of Pittsburgh.

Amanda Cimaglia

Amanda Cimaglia

Managing Director, ESG, Solebury Trout

Amanda currently leads Solebury Trout’s ESG practice, which guides companies on ESG strategies that create long-term value and drive stakeholder engagement, encompassing both investor relations and corporate communications initiatives.  Amanda works closely with management teams and boards to create, improve and communicate strong ESG practices that can reduce risk and create opportunities, leveraging her practical investor relations, corporate communications and ESG expertise.  She is a sought-after expert speaker on the topic of best practices in investor relations and ESG integration from the corporate perspective, having previously spoken at events sponsored by organizations including Bank of America, Ethical Corporation, Institutional Investor, Asset TV, the National Investor Relations Institute, Fordham University, and the University of Maryland.

Prior to joining Solebury Trout, Amanda most recently served as Assistant Vice President, Investor Relations & ESG Reporting at Hannon Armstrong (NYSE: HASI), a leading investor in climate change solutions.  She joined Hannon Armstrong in 2012, prior to its initial public offering, and was responsible for the development and execution of the company's investor relations strategy as well as creating and implementing ESG-related strategies, policies and communications.  Working closely with Hannon Armstrong’s management team and board of directors over the last several years, Amanda took a proactive approach to the development of the company’s ESG and engagement strategies to create and communicate decision-useful metrics to the investor community, targeting those with a specific ESG investment mandate.  This resulted in a significant increase in ownership by ESG-oriented investors, low turnover, and broad recognition of Hannon Armstrong’s ESG leadership in the public capital markets.  

During her seven-year tenure at Hannon Armstrong, Amanda participated in raising over $1 billion in the public capital markets.  Notably, she built an award-winning investor relations program, garnering the 2019 Best Overall Investor Relations (Small Cap) Award and was a finalist for Best ESG Reporting at the IR Magazine 2019 U.S. Awards. She was also a finalist for the 2018 Rising Star of Investor Relations award.  

Amanda holds a bachelor of business administration, cum laude, from Loyola University Maryland and a master of science in investor relations from Fordham University.  She has served as a member of the ESG working groups for both the American Council on Renewable Energy (ACORE) and the New York Stock Exchange (NYSE).  


Victoria Sivrais

Victoria Sivrais

Founding Partner, Clermont Partners, LLC

Victoria Sivrais is a founding partner of Clermont Partners, LLC, one of the only women-led and 100 percent women-owned IR and strategic communications firms in the country. She provides guidance to clients around critical communication issues, including best-practice financial communication and investor relations programs, crisis preparedness, issues management, management transitions, mergers and acquisitions, and transformational corporate communication strategies. Prior to establishing Clermont Partners, she was a Managing Director and Deputy Lead of the Capital Markets practice of the FTI Consulting’s Strategic Communications segment and held several leadership positions at Ashton Partners, before the firm was sold to FTI. Victoria chaired the 2018 NIRI Annual Conference and has also served on NIRI Chicago’s Board of Directors since 2011, most recently as Chairman. She graduated from Indiana University’s Kelley School of Business with a B.S. degree in computer science.

Brian V. Breheny

Brian V. Breheny

Partner, Skadden, Arps, Slate, Meagher & Flom LLP

Brian V. Breheny heads the firm’s SEC Reporting and Compliance practice.  He concentrates his practice in the areas of mergers and acquisitions, corporate governance, and general corporate and securities matters and advises numerous clients on a full range of SEC reporting, compliance and corporate governance matters, including advising clients on compliance with the provisions of the Dodd-Frank Act, the SEC’s tender offer rules and regulations and the federal proxy rules.

Prior to joining Skadden in 2010, Mr. Breheny held a number of leadership positions in the Division of Corporation Finance at the U.S. Securities and Exchange Commission. He began as chief of the SEC’s Office of Mergers and Acquisitions in July 2003, and in November 2007 he became deputy director, legal and regulatory policy.

Keith E. Gottfried

Keith E. Gottfried

Partner & Global Head of Shareholder Activism Defense, Morgan, Lewis & Bockius LLP

Keith E. Gottfried focuses his practice on advising public companies in a broad array of industries on shareholder activism defense matters. As the head of the firm’s top-ranked shareholder activism defense practice, Keith advises public companies on preparing for and/or responding to activist shareholder campaigns, including high-profile proxy contests, special meeting demands, consent solicitations, and withhold vote campaigns, as well as unsolicited takeover offers and negotiated and contested M&A situations. Keith also advises public companies and their boards on strategies for making a company less vulnerable to activist shareholders, shareholder engagement, investor communications, corporate governance issues, board composition enhancement, and other board advisory matters.