Date: 11/30/2022 - 12/2/2022
Event start time: 5:30 PM M.S.T.
Event end time: 2:00 PM M.S.T.
Category: Annual
Price: SRT Members: Free **Senior Roundtable Membership Required


2022 Senior Roundtable Annual Meeting

JW Marriott Camelback Inn Resort & Spa, Scottsdale, AZ

November 30-December 2, 2022

About  •  Agenda  •  Speakers  •  Venue & Accommodation  •  Health & Safety 

IMPORTANT: 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 local time. Additional details and speakers to be announced shortly!

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

Thursday, December 1
8:00-8:45 am BREAKFAST Paradise Salon 3
8:45-9:00 am Welcome Paradise Salon 4
9:00-10:45 am The Rise of Passive and Thematic Investing and Waning Influence of the Sell Side Paradise Salon 4

Powerful transformations in our economy due to technological and societal trends are leading to a rise in thematic investing.  Understanding how these trends can create dislocations from a company’s fundamentals is an increasingly important topic for every IRO.  What is driving your stock price?  Where should you be focusing your efforts?  Does sell side coverage still matter?  This session will discuss how changing market structure, a continued rise in passive investing, advances in thematic investing, and diminished influence of sell side research impact your investor relations strategy.  
Panel discussion followed by small group roundtable discussions.
10:45-11:15 am BREAK Paradise Salon Foyer
11:15 am-12:00 pm What's Next in Washington: Regulatory Developments in the Coming Year Paradise Salon 4

Hear from NIRI leadership on key regulatory developments and advocacy issues affecting IR and public companies.
12:00-1:30 pm NETWORKING LUNCH North Sonoran Terrace
1:30-3:00 pm Climate-Related Disclosures: The SEC Proposed Rules and Beyond Paradise Salon 4

Whether or not the SEC’s final rules on climate-related disclosures end up as proposed, climate-related reporting is an emerging reality, and it’s already part of the Task Force on Climate Disclosures (TCFD ) reporting framework.  What does this mean for public company reporting, for us as IROs and for the investment community? Our panel of speakers will address these questions, as well as highlight what you need to do now to get ready to confidently report the financial impact of environmental social and governance (ESG) risks and opportunities, prepare for and manage assurance of those disclosures and more.  
3:00-3:30 pm BREAK Paradise Salon Foyer
3:30-5:00 pm Roundtable Discussions – What’s on Your Mind? Paradise Salon 4

SRT members have the opportunity to discuss key trends and topics of interest in small-group breakouts, sharing insights, tips, best practices and lessons learned. Potential topics include surviving through economic downturns, dealing with difficult investors, governance outreach, tried and true ESG practices, how to get your board cybersecurity aware and educated, preparing for the new SEC pay for performance proxy disclosure – as well as topics of particular interest to each breakout group. Attendees will share and learn with each other, as well as develop and strengthen their professional networks.
5:30-8:00 pm COCKTAILS AND DINNER Garden Terrace

Friday, December 2
8:00-8:45 am BREAKFAST Paradise Salon 3
8:45-9:00 am Opening Remarks - Passing the Torch to the 2023 SRT Chair Paradise Salon 4
9:00-10:15 am The Economic Outlook for 2023 and Beyond: The View from Washington Paradise
Salon 4

Hear the latest economic outlook from David Wessel, Director of The Hutchins Center on Fiscal and Monetary Policy and Senior Fellow in Economic Studies, at the Brookings Institution, the mission of which is to improve the quality of fiscal and monetary policies and public understanding of them. David joined Brookings in December 2013 after 30 years on the staff of The Wall Street Journal where, most recently, he was economics editor and wrote the weekly Capital column.  He is a contributing correspondent to The Wall Street Journal, appears frequently on NPR’s Morning Edition and tweets often at @davidmwessel. 
  • David Wessel, Director - The Hutchins Center on Fiscal and Monetary Policy, Senior Fellow - Economic Studies, The Brookings Institution          
  • Elizabeth Higashi, Vice President, Investor Relations & Sustainability, Herc Holdings Inc. (facilitator)
10:15-10:45 am BREAK Paradise Salon Foyer
10:45-11:45 am Overcoming Obstacles Through Leadership and Perseverance Paradise Salon 4

After losing his eyesight in a suicide bombing while serving in Iraq, Scotty Smiley's life is proof that hope in the face of adversity can conquer all obstacles. He went on to become the first blind active-duty officer in the military, receive an MBA from Duke, build a career in finance, win the Macarthur Leadership Award and the ESPN ESPY award, and become an IronMan. His story of strength, leadership, teamwork and perseverance inspires audiences to overcome whatever obstacles are holding them back from achieving their goals and ambitions.
11:45 am-12:00 pm Closing Remarks Paradise Salon 4
  • Elizabeth R. Allen, CFA, 2023 Chair, NIRI Senior Roundtable; Staff Director, Investor Relations, FedEx Corporation
12:00-1:30 pm NETWORKING LUNCH North Sonoran Terrace

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