Date: 12/1/2021 - 12/3/2021
Event start time: 5:30 PM C.T.
Event end time: 2:00 PM C.T.
Category: Annual
Price: SRT Members: Free **Senior Roundtable Membership Required
Register

 

2021 Senior Roundtable Annual Meeting

Fairmont Austin, TX

December 1-3, 2021
 

About  •  In-Person Agenda  •  Speakers  • 

Venue & Accommodation  •  Health & Safety  •  Virtual Alternative

 
IMPORTANT: If you plan to attend the meeting in-person, please ensure you have read and fully understand the Waiver & Release of Liability and Code of Conduct & COVID-19 Duty of Care. These important documents fully detail NIRI’s commitment to a safe event environment and what is expected of each person who attends. 
 
*Agenda subject to change; All times in Central Time


Wednesday, December 1
5:30-6:30 pm Welcome Reception
Reconnect with friends and colleagues and meet new ones over cocktails.
6:30-8:00 pm DINNER


Thursday, December 2
8:00-8:45 am BREAKFAST
8:45-9:00 am Welcome
  • Katie Royce, CFA, Chair, NIRI Senior Roundtable; SVP, North America Chief Financial Officer, Cognizant
9:00-10:15 am The Business of Business and Corporate Social Activism
The news seems filled with stories of CEOs communicating their thoughts on social issues, topics many business leaders once avoided. Not all companies and CEOs to be sure, but enough to raise the fundamental question - should CEOs and/or companies speak publicly about these issues? Many younger employees want to work for companies that are socially active. What are the implications of becoming socially active to a company’s many stakeholders? This timely session will explore how some companies have made these decisions, and how thought leaders counsel companies on these matters. Download materials.
  • David Clunie, Executive Director, Black Economic Alliance
  • JJ Davis, Senior Vice President, Corporate Affairs, Dell Technologies
  • Elise Eberwein, Executive Vice President, People, Communications, Public Affairs, American Airlines
  • Jeff Sonnenfeld, Senior Associate Dean for Leadership Studies & Lester Crown Professor in the Practice of Management, Yale School of Management
  • The Honorable Joe Straus, Former Speaker, Texas House of Representatives (2009-2019)
10:15-10:45 am BREAK
10:45-11:45 am IR in Today's Evolving Capital Markets
The increasing shift in assets to passive investing, continued margin squeeze and increasing focus on ESG are all impacting the investment world and the job of today’s IRO. As purveyors of information, are we providing the right information? Are we providing the information in the right places and in the right form? What else is our audience asking of us? Learn the perspectives of investors that are successfully navigating the changes and how they see our role evolving.
11:45 am-12:00 pm NIRI Update
12:00-1:30 pm NETWORKING LUNCH
1:30-2:45 pm Regulation, Legislation, and Executive Orders in the New Administration
With a new administration wrapping up its first year in Washington D.C., learn what to expect from a macro perspective on issues relevant to capital markets professionals including insight into the 2022 midterms, the prospect for legislation which impacts the capital markets, any overall pressure on Wall Street from a regulatory perspective, and more. Next, hear an update on NIRI's advocacy priorities for the upcoming year. Download materials.
2:45-3:15 pm BREAK
3:15-4:30 pm SRT Situation Room
SRT members collaborate in a carefully structured, small-group session that gives attendees an opportunity to work together to solve real-life strategic IR challenges in a consultation-style setting, as well as develop their professional networks.
5:30-8:00 pm COCKTAILS AND DINNER
Experience a taste of Austin's live music scene with an acoustic performance and an authentic Texas-style BBQ.
 


Friday, December 3
7:45-8:30 am BREAKFAST
8:30-8:45 am Opening Remarks - Passing the Torch to the 2022 SRT Chair
  • Katie Royce, CFA, 2021 Chair, NIRI Senior Roundtable; SVP, North America Chief Financial Officer, Cognizant
  • Deborah K. Pawlowski, IRC, 2022 Chair, NIRI Senior Roundtable; Chairman & CEO/Founder, Kei Advisors LLC
8:45-10:00 am Post-Pandemic Economic Outlook
Roughly two years after the onset of Covid-19, what does the future hold for the U.S. and broader global economy? A recovery seems to be taking hold, but it has been uneven influenced by a myriad of factors, including the rapidly spreading “Delta Variant” strain of the virus. Hear the views of an expert prognosticator what it all means for the future path of economic activity. Download materials.
  • Mark Vitner, Managing Director, Senior Economist, Wells Fargo
10:00-10:30 am BREAK
10:30-11:45 am Stay Calm: IR and Cyber Attack Preparedness
Join us to learn more about cybersecurity tabletop simulations and the importance of IR preparedness for cybersecurity incidents.  We will discuss recent trends in high-profile data breaches and then roleplay an interactive cybersecurity tabletop with a spotlight on IR’s role.  Walk away with practical steps that you can take today to prepare or enhance your company’s Incident Response Plan, cybersecurity training and communications processes. Download materials.
  • Shiveh Roe, Chief Cybersecurity & Privacy Legal Officer, Primerica, Inc.
11:45 am-12:00 pm Closing Remarks
12:00-2:00 pm NETWORKING LUNCH


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. More information is available at www.niri.org/certification.