Date: 12/9/2021 - 12/10/2021
Event start time: 12:00 PM E.T.
Event end time: 5:00 PM E.T.
Category: Annual
Price: SRT Members: Free **Senior Roundtable Membership Required
Registration not required


2021 Senior Roundtable Annual Meeting

**Virtual Alternative**

12pm-5pm ET, December 9-10, 2021
 

Not planning to travel to Austin? We understand that not all SRT members will travel to attend the in-person event this year due to the pandemic. However, we want to ensure that all SRT members have access to the high-quality IR education and networking opportunities that members expect from the SRT.

For those unable to attend the Austin meeting on December 1-3, a virtual alternative event will be available on December 9-10 with recorded presentations from the in-person event, and live group discussions.

All Senior Roundtable members will be automatically registered for the virtual event.
SRT members planning to attend the in-person meeting in Austin on December 1-3 must register separately in advance.
 

About  •  In-Person Agenda  •  Speakers  • 

Venue & Accommodation  •  Health & Safety  •  Virtual Alternative

 
*Subject to change
All times in Eastern Time
Additional speakers to be announced soon


Thursday, December 9
12:00 pm Welcome Remarks
  • Katie Royce, CFA, Chair, NIRI Senior Roundtable; SVP, North America Chief Financial Officer, Cognizant
12:10-1:25 pm 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.
  • 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)
1:25-1:45 pm Facilitated Group Discussion
Share your thoughts and reactions to the previous session with your SRT peers.
 
2:00-3:15 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.
  • Chris Krueger, Managing Director, Washington Strategist, Cowen and Company
  • Niels Holch, Founding Partner, Holch & Erickson LLP
3:15-3:35 pm Facilitated Group Discussion
Share your thoughts and reactions to the previous session with your SRT peers.
 
3:45-5:00 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.


Friday, December 10
12:00-12:20 pm NIRI Update
12:30-1:45 pm 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.
1:45-2:05 pm Facilitated Group Discussion
Share your thoughts and reactions to the previous session with your SRT peers.
 
2:15-3:15 pm 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.
  • Mark Vitner, Managing Director, Senior Economist, Wells Fargo
3:15-3:35 pm Facilitated Group Discussion
Share your thoughts and reactions to the previous session with your SRT peers
 
3:45-4:45 pm Stay Calm: IR and Cyber Attack Preparedness
Join us to learn more about cybersecurity in breakout 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.
  • Shiveh Roe, Chief Cybersecurity & Privacy Legal Officer, Primerica, Inc.
4:50-5:00 pm Closing 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


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.