The NIRI Senior Roundtable Virtual Annual Meeting will be held January 13-14, 2021
 

SRT Members: Access the Event Here


About   |    Meeting Agenda   


*Subject to Change
All times in Eastern Time
The SRT Annual Meeting is off-the-record and not recorded.

Wednesday, January 13
2:30-2:45 pm Welcome and Orientation
  • Tabitha Zane, Chair, NIRI Senior Roundtable, Vice President, Investor Relations, TopBuild
  • Katie Royce, CFA, Vice Chair, NIRI Senior Roundtable, Global Head of Investor Relations, Cognizant Technology Solutions
2:55-3:40 pm Finding the Balance Point: Common Good Capitalism
“It’s inevitable,” claims Terry Mollner, an author of the original movement of social value in investment theory dating back to the 1970’s. And why not? We have standards for electrical outlets, for internet connections and refrigerator heights. Why not then standards set by agreement in every industry for how we pay and provide benefits to our employees? Be the thought leader in your organization on how to create value when considering why the “S” in ESG is perhaps the most powerful letter of the alphabet.
  • Terry Mollner, Chair, StakeHolders Capital, Inc.
  • Deborah Pawlowski, IRC, Founder and CEO, Kei Advisors LLC – Moderator
3:40-3:50 pm BREAK
 
3:50-4:50 pm The Investors' Perspective: ESG and AI
There is no question anymore that ESG is mainstream. The paradigm of the capital markets dramatically shifted from primarily active investors to more passive investors, but more importantly now encompasses the full spectrum between the two. So, who is the audience now for investor relations professionals and what information do they need? The full spectrum audience requires more organized ESG data and more actively employs artificial intelligence in their investment processes. Orchestrate your information to be properly interpreted by bots and humans alike.
  • Beatriz Da Cunha, Director, Sustainable Investing, BlackRock
  • Frances E. Tuite, Co-portfolio Manager, Fairpointe Capital, LLC
  • Rachel Young, Managing Director, Neuberger Berman
  • Pamela Styles, Principal & Founder, Next Level Investor Relations – Moderator
4:50-5:00 pm BREAK
 
5:00-6:00 pm Virtual Happy Hour
Fill up glass with your favorite beverage and join your SRT colleagues for as much connecting and reconnecting as possible in four 15-minute happy hour segments.
  • Gary LaBranche, FASAE, CAE, President and CEO, NIRI


Thursday, January 14
2:30-2:35 pm Welcome Back
  • Ruth Venning, IRC, Chair, NIRI Board of Directors, Executive Director, Investor Relations, Horizon Therapeutics
  • Tabitha Zane, Chair, NIRI Senior Roundtable, Vice President, Investor Relations, TopBuild
2:35-3:35 pm Election Fallout – What to Expect in D.C.
With the U.S. presidential election in the rear-view mirror, what capital markets and businesses can expect from a legislative and regulatory perspective. An overview and Q&A with Patrick Steel from POLITICO.
  • Patrick Steel, Chief Executive Officer, POLITICO
  • Maureen Wolff, NIRI Fellow, CEO, Sharon Merrill Associates, Inc. – Moderator 
3:35-3:45 pm BREAK
 
3:45-4:45 pm Timely Topics
Facilitated group discussion on some of the most topical issues facing IR professionals.

Lessons Learned from the Virtual Road
How to adapt your IR program to the new, rapidly evolving virtual landscape. With an overwhelming number of virtual conferences, NDRs, investor meetings, virtual roadshows and more, how much is too much? Will a hybrid event be the new normal?
  • Neal Goldner, Vice President Investor Relations, MVW – Facilitator
  • David Katz, Equity Analyst, Jefferies LLC / Jefferies Research Services, LLC

Planning for Retirement - or How to Create New Possibilities
Retirement today often means reinventing or "rewiring" oneself instead of checking out and 'taking it easy.' The most successful transitions occur through a process of planning and getting to know your drivers. This inspirational and upbeat discussion, led by the co-author of "Don't Retire, Rewire", will provide a road-map to creating a rewarding new life and work experience, and motivate those just beginning to think about life after IR.
  • Jeri Sedlar, Internationally Recognized Author, Speaker and Lecturer on the Topic of Retirement
  • Carol Murray-Negron, NIRI Fellow, President, Equanimity, Inc. – Facilitator

Communicating Corporate Culture and Valuing Diversity and Inclusion (D&I)
A discussion about the IR role as it relates to corporate culture and becoming a change agent within that culture. With a front row seat of how investors value companies, IROs are well positioned to shed light internally on the risks associated with neglecting D&I within their own organizations.
  • Jennifer Shoffner, Chief Human Resources Officer, TopBuild – Facilitator

The Rise of The Machine - Who Are We Really Talking To?
The investment landscape has been fundamentally altered by the dramatic increase in AI-based investment. A discussion about how IROs need to better understand how machines are using their published data to make investment decisions.  
  • Greg Secord, Vice President, Investor Relations, Open Text Corp – Facilitator

Tackling ESG - Meeting Investors' Information Needs With Limited Resources
Buyside ESG data needs are growing, but how best to provide that information? The proliferation of reporting frameworks continues, making it difficult at best to produce the “right” information in an efficient and cost-effective manner. A discussion about what level of information the buyside actually requires and how best to meet those needs.
  • Victoria Sivrais, Partner, Clermont Partners, LLC – Facilitator
4:45-4:50 pm BREAK
 
4:50-5:00 pm Closing Remarks
  • Katie Royce, CFA, Vice Chair, NIRI Senior Roundtable, Global Head of Investor Relations, Cognizant Technology Solutions


Please note that if you are unable to attend the Senior Roundtable Annual Meeting, NIRI will not be able to issue a refund or provide a credit since SRT dues cover speakers, expenses, staff resources and other activities associated with this important program. The SRT Annual Meeting is an off-the-record forum and not recorded.

IRC credential holders can claim up to 4 professional development units (PDUs) for participating in this program. IRC-credentialed volunteers and speakers may also earn PDUs. More information is available at www.niri.org/certification.