Sessions by Day


Saturday, June 3, 2017
Pre-Conference Seminar - Influencing Key Stakeholders: Crafting Effective Messages & Writing for IR Audiences (Separate registration)

Room: Cordova 5

Learn from highly-rated instructors the vital skills to craft best-in-class IR presentations and concise financial documents. These seminars are exceptionally valuable for those from all backgrounds, including communications and finance. Separate registration required. Click here to register.

9:00 AM - 5:00 PM
Pre-Conference Seminar - Finance 101 (Separate registration)

Room: Cordova 6

Learn the basics of Financial Markets, Corporate Finance, Financial Statements, and Valuation. This course will give you the confidence to participate in financial discussions and enable you to engage with investors, analysts, the business media and the C-suite. Separate registration required. Click here to register. 

9:00 AM - 5:00 PM
Sunday, June 4, 2017
Pre-Conference Seminar - Think Like an Analyst (Separate registration)

Room: Cordova 6

Learn to look through the eyes of one of your key target audiences. Find out how analysts think, how they build their models and what pushes their buttons. This course will put you in the shoes of an analyst so that you can see things from their perspective. Exercises include interpreting how guidance affects an analyst’s model and identifying the key assumptions in consensus. Separate registration required. Click here to register.

8:00 AM - 1:00 PM
New to NIRI Conference Orientation Session

Room: Palazzo C

Meet other first-time conference attendees and learn what you need to know to optimize your Conference experience.

12:00 PM - 1:00 PM
Conference Workshop - IRO Teach-In: IR Strategy and Planning

Room: Palazzo D

A dynamic and interactive two-hour session focused on formulating and executing IR plans and addressing key domains in the practice of IR, including strategy and planning, brand and reputation management, and effective reporting and measurement. Top senior investor relations officers from corporations in diverse industries and market capitalizations will help lead this workshop, which will cover normal IR situations as well as transactions, executive transitions, crisis and activist situations, and more.   

1:00 PM - 3:00 PM
Global IR Summit: Aligning Nonfinancial Disclosure Practices with Investor Expectations Hosted by BNY Mellon

Room: Palazzo E

Sustainability and ESG have been an increasing focus of the investment community in the past 10 years. With a lack of guidelines on disclosure practices for nonfinancial information, IROs globally constantly battle with various requests from investors and ESG rating agencies. In this session, we will discuss how to bridge the gap between the different expectations of market participants and identify best practices for nonfinancial information disclosure practices.

3:00 PM - 4:00 PM
Best Practices for Competitive Intelligence Hosted by AlphaSense

Room: Palazzo F

Learn best practices on effective competitive intelligence for IR teams. We recognize that IROs are often the voice of a company, and increasingly, IROs also function as the eyes and ears of the organization – providing key business leaders with insightful analysis and updates on peers, the industry and broader market. Learn how to quickly access and monitor important competitive information that will allow you to deliver meaningful insights with the speed and depth necessary to keep pace with the market and the expectations of your organization. In this session, you will learn about the practice of competitive intelligence from a leading industry source, as well as how your peers in investor relations use new technology and address the competitive intelligence demands of their job.

3:00 PM - 4:00 PM
Monday, June 5, 2017
Industry Meetup Networking and Breakfast

Room: Del Lago Foyer and Lower Level Meeting Rooms

Kick off the 2017 NIRI Annual Conference with industry meet-ups during Monday's breakfast. Network with your industry peers to discuss hot topics and trends affecting your industry, or join just for the opportunity to have informal conversations with peers over coffee and breakfast. Attend the meet-up that most closely aligns with your industry.  

7:15 AM - 8:15 AM
General Session - Disruption in the Market: Leaders that are Changing Business Forever

Room: Coquina Ballroom

No matter what sector your company serves, disruptors are quickly changing the way we do business. If you are not the disruptor, you are likely strategizing on how to adapt to changes for  remaining competitive in today’s fast-paced, technology-driven markets. It takes a fearless leader to drive disruption in an industry or to execute a new strategy intended to beat it. During this session, attendees will hear from three executives that have been at the forefront of this revolution. They include the CEO of a new stock exchange, IEX, that was the subject of the Michael Lewis book, “Flash Boys” and the CFO of XO Group, a premier consumer technology and media company (with the nation’s leading wedding marketplace, The Knot) that reinvented itself at a time when digital startups are on the rise and the CFO of one of the leading branded vacation ownership companies, Marriott Vacations Worldwide, which recreated itself after the economic downturn through product innovation, further embracing the sharing economy. The session will be moderated by Brad Stone, a Bloomberg tech reporter and author of “The Upstarts: How Uber, Airbnb, and the Killer Companies of the New Silicon Valley Are Changing the World.”  

8:30 AM - 9:25 AM
NIRI Today

Room: Coquina Ballroom

Join new NIRI President and CEO Gary A. LaBranche, FASAE, CAE, and NIRI Board Chair Valerie Haertel, IRC, for a brief “fireside chat,” where they will discuss the current state of NIRI. Get Gary’s fresh take on the organization from his vantage point as a successful association CEO, and hear the latest on your Board’s strategic visioning process, NIRI’s efforts to raise awareness of the profession, our issues on Capitol Hill and with the SEC, and more.

9:25 AM - 9:40 AM
General Session - Powerful Tweets: How Corporations are Preparing to Beat a Social Media Crisis

Room: Coquina Ballroom

Public companies faced a formidable internet challenge long before Donald Trump was elected President. Yet a candidate who has bypassed traditional media represents a watershed, not only for national politics, but for brands, risk management, and, of course, investor relations. Not just a Presidential tweet, anyone with a large social media following, including shareholder and activists, today has the power of the press at their fingertips, 140 characters at a time.

Traditional forms of communications no longer provide the control that we took for granted. Enterprise risk is much more about predicting the future via digital analytics than modeling the past. This session will uncover how IR professionals are evaluating risk and preparing for crisis in this era of the 24-hour news cycle and direct communications via social media.

9:45 AM - 10:30 AM
Concurrent Session: Sell-Side Disruption: What's the Future of Research

Room: Palazzo Ballroom and Del Lago 1-2

Market forces are having a significant impact on the sell side – outflows from actively managed funds are reducing commission levels and regulation in Europe is increasing which is expected to have a ripple affect globally. Investors are increasingly looking for unique and differentiated research and corporate access.  How will this impact IROs and their relationship with the Street?

11:00 AM - 12:00 PM
Concurrent Session: Actions from Insights: Perception Audit Case Study Sessions

Room: Palazzo Ballroom and Del Lago 1-2

You've talked to the Street.  You've received third party feedback.  Now what?  Hear how some top IROs have effectively incorporated Street feedback into their IR programs and moved the needle on understanding and valuation.  

11:00 AM - 12:00 PM
Concurrent Session: The Tech Savvy IRO

Room: Palazzo E

With the increasing demands IR practitioners face, it can be difficult to stay abreast of the latest trends.  At the same time, technology is increasingly being used by both investors and corporates to gain an edge.  This session will include short case studies from multiple IROs on how they are leveraging technology in new ways to improve performance, leverage productivity and rethink how they run an IR program. 

11:00 AM - 12:00 PM
Concurrent Session: Finding Liquidity for Small- and Mid-Cap Companies

Room: Palazzo D

For small and mid-cap companies, it has been particularly challenging to access capital following the global financial cisis. Their securities generally have less trading liquidity than large-cap companies. The smallest 4,721 securities account for just 22 percent of all trading volume, while the largest 500 securities represent 61 percent of trading volume. Regulators and industry participants are working together to focus on creating more liquid, transparent markets for smaller cap companies.  

11:00 AM - 12:00 PM
SRT Luncheon (By invitation only) - Who You Surround Yourself With Matters

Room: TBD

There are thousands of books on leadership, hundreds on followership, yet relatively little information available in the business and education arenas about the importance and value of the people who stand beside you. Peer influence is something you’ve experienced your whole life, yet too few people give it a second thought.   Imagine if you gave it a second thought. Consider what would be possible for you if you were more selective, strategic and structured about the way you engage your peers.

12:00 PM - 1:15 PM
NIRI Emerging Leaders Luncheon (By invitation only from NIRI)

Room: TBD

The Convergence of IR and Corporate Governance

Sponsored by
 


With passive assets continuing their explosive growth at the expense of the active management community, sophisticated governance is becoming increasingly important to stock price performance. In this environment, IROs must be knowledgeable and conversant on issues ranging from ESG (Environmental, Social & Governance) topics shareholders care about to how executive compensation is linked to company performance and strategy. Boards are increasingly relying on IROs to inform them of shareholder concerns and to identify activism vulnerabilities. Therefore, IROs must develop and enhance their corporate governance acumen in order to meet these new responsibilities. Further, IROs must broaden their reach within the asset management community to develop long-term relationships with the governance analysts who make most voting decisions. This is particularly important at firms without fundamental analysts on staff.

12:00 PM - 1:15 PM
SRT Workshop (By invitation only) - Harnessing Peer Advantage To Your Advantage

Room: TBD

In this interactive workshop, see how the five factors common to high performing groups also apply to high performing teams.  You’ll explore how these factors apply to you, learn from your peers, and receive powerful takeaways that will help you improve organizational team performance. 

1:30 PM - 2:30 PM
General Session - Power Broker: The Latest View from Wall Street, Main Street, and Pennsylvania Avenue

Room: Coquina Ballroom

In this fireside chat session, Anthony will share his unique insights into market dynamics, the hedge fund industry, the political environment, the global economy and outlook for the future. His diverse experience includes being founder and former CEO of investment firm, SkyBridge Capital, host of Wall Street Week, regular contributor to the Fox News Channel and author of recent book, Hopping over the Rabbit Hole: How Entrepreneurs Turn Failure into Success. He was ranked #85 in Worth magazine's 2016 “Power 100: The 100 Most Powerful People in Global Finance” and is the creator of the SkyBridge Alternatives (“SALT”) Conference which brings together a diverse group of thought leaders from the worlds of finance, economics, politics, entertainment, sports and philanthropy.

1:30 PM - 2:30 PM
Concurrent Session: The Employee Equation: Improving Shareholder Value Through Employee Communications

Room: Palazzo Ballroom and Del Lago 1-2

Engaged employees are a critical component to drive shareholder value, yet this is sometimes overlooked by IROs.  This session will explore ways for IROs to connect their work more directly with employee communications during times of change (M&A, activism, leadership succession) and the normal course of business (earnings reporting).  Learn best practices for leveraging your IR role and know-how to have an impact with internal stakeholders.   

3:15 PM - 4:15 PM
Concurrent Session: The Evolution of Investing: Has the World Gone Passive?

Room: Palazzo D

Historically, investors have engaged in active and passive investing.  Active investing, which includes algorithmic, fundamental, and quantitative continues to dominate investment dollars, but there has been tremendous growth in passive assets, such as index funds and ETFs. The line between these two investment approaches has begun to blur with the rise of factor-based strategies. What are the implications for IR from this growth in passive investing? 
 

3:15 PM - 4:15 PM
Concurrent Session: Communicating Capital Allocation: It's All About the Cash

Room: Palazzo Ballroom and Del Lago 1-2

U.S. companies have already amassed record cash and now Trump’s repatriation promise and lower corporate taxes will let loose a new ‘cash tsunami’. Rising interest rates, shareholder activism and exhortations from BlackRock and others have also ramped up the stakes around capital management. Yet research shows that most companies omit capital allocation from their investor deck and earnings call and investors are dissatisfied. In this session, we will examine how investors view the strategies behind buybacks, dividends, capex and debt, and how IR can best communicate capital discipline. We will also look at how IROs can contribute to capital allocation decisions by conveying investment community feedback. 

3:15 PM - 4:15 PM
Concurrent Session: Environmental Social and Governance (ESG): De-mystifying Sustainability for IR Practitioners

Room: Palazzo Ballroom and Del Lago 1-2

ESG/Sustainability is a rapidly maturing field that has shifted to the mainstream but many IROs still feel it is beyond the scope of IR.  Today, sustainability presents significant competitive positioning opportunities across the capital markets.  ESG information is already being gathered independently for most companies and broadly disseminated through Bloomberg terminals and many other data analytics channels. This panel will discuss what ESG information investors are using in their investment decision-making,  and company communications and outreach strategies. Identify ways to begin or refine your company’s ESG efforts and uncover ways in which your IR program can shift from defense to offense.

3:15 PM - 4:15 PM
Concurrent Session: GAAP vs. Non-GAAP Metrics: One Year After SEC Guidance

Room: Palazzo Ballroom and Del Lago 1-2

One year after the SEC issued its letter restating the importance of the prominence of GAAP over Non-GAAP “adjusted” results, let’s gain more real world insight into where we stand on this important issue.  This session will cover takeaways from a recent Ipreo/Edelman survey, discussion by IROs about adjustments their companies have made and the legal perspective from SEC attorneys who have fought the issue both from the SEC perspective as well as helped companies respond to SEC comments. 

3:15 PM - 4:15 PM
Life is Not a Stress Rehearsal: Using Humor & Wisdom for Success with Loretta LaRoche

Room: Coquina Ballroom

We are all familiar with stress.  It’s everywhere we look – meeting deadlines, working long hours, unclear expectations of your job, family or health issues – anything that puts high demand on us can cause stress.  But we can learn how to manage stress by using humor, resiliency, patience and connection.  Hear Loretta LaRoche, ​ an award winning, acclaimed speaker, author and international stress expert and humor consultant who has evoked wit and irreverent humor on her audience for over 30 years. Loretta has worked with executives from Honeywell, Bank of America, MetLife, Fidelity Investments, Coldwell Banker and more.  Using humor to reframe a stressful situation, Loretta captures a new perspective on the difficult parts of life. Her teaching style, credibility and contagious humor are integral parts to her compelling presence.  

5:15 PM - 7:00 PM
Tuesday, June 6, 2017
Ask the Experts Breakfast with NIRI Fellows

Room: Coquina Ballroom

7:15 AM - 8:15 AM
General Session - Influence Your World: The Proven Path to Gain Gravitas in a Demanding World

Room: Coquina Ballroom


As an IR professional, you have the opportunity to influence the strategic direction of your company. You face new challenges every day that may impact your organization’s growth along with the mindset of your leadership team and board. To be viewed as a respected advisor when you deliver potentially unpopular recommendations, you must influence with integrity and gravitas.

8:15 AM - 9:35 AM
Concurrent Session: Proactive Corporate Governance: A View from All Perspectives

Room: Palazzo A-C

Directors recognize that balancing the pressure for short-term results with a focus on long-term value creation requires that the board have productive relationships with the company’s shareholders. Many of today’s board members are comfortable with direct investor communication around corporate governance and the company’s overall strategic outlook. 

This new standard involves collaboration among directors, the investor relations officer and investors. Sharing their unique experiences, this panel will discuss how directors and IROs are adapting their shareholder engagement strategy to meet investor expectations, and an investor’s view of board engagement - when, why and how.   

9:45 AM - 10:45 AM
Concurrent Session: Big Data: How Investors are Using It to Up the Investing Game

Room: Palazzo E

You’ve likely heard the term “Big Data” by now -- sets of data so large or complex that they cannot be processed by traditional data analysis applications. What you may not know is that Big Data is a growing part of some investors’ strategic research process. During this panel, IROs will learn about how investors are incorporating Big Data into fund management and the new ways analysts are assessing info about their company from third party sources.

9:45 AM - 10:45 AM
Concurrent Session: Be the Board’s Valued Partner

Room: Palazzo F-H

The Board of Directors has a fiduciary responsibility to do what is in the best interest of the Company and its shareholders. Historically, directors worked with the executive team to fully understand shareholder perception as they evaluated corporate strategy. However, directors are increasingly working directly with the Company's IRO to gain further insights on what the Street is saying about management and company performance. This session will discuss how to become a valued partner to the Board, how involved the IRO should be to ensure mutual success, and best practices in distilling and sharing information with them.

9:45 AM - 10:45 AM
Concurrent Session: Establishing Your IRO Leadership Brand

Room: Palazzo D

The stronger your personal brand the more likely that new opportunities will find their way to you. The question is how do you go about building your brand? This session will focus on the different steps you can do to best position yourself as a highly respected IRO both within your own company and externally. 

9:45 AM - 10:45 AM
SRT Session (By invitation only)-Scanning the Horizon: Future Global Trends Impacting Today's Leaders

Room: TBD

What are the emerging trends that will impact the way we do business over the next 5+ years? This session will highlight results from a recent Milken Institute/Brunswick Insight global horizon scan of futurists and business leaders. We will have an interactive discussion about the study's key takeaway themes including automation's impact on economic equality, the rise of nationalism and keeping up with social change.
Speaker: Robert Moran, Partner, Brunswick Insights

9:45 AM - 10:45 AM
Small Cap IR Summit: New Ideas for Creating Interest & Value

Room: Palazzo E

Small-Cap IROs know that the adage, “if you build it they will come,” is far from the truth.  As IR practitioners for small-cap companies, you need to work harder, smarter and more creatively to get noticed by investors and analysts.  The inaugural “Small Cap Summit” brings together four industry experts to provide insight on achieving small-cap IR success.  

We’ve brought together experts from every side of small cap IR, including a buy-side small cap investor, an IRO from a small cap company, a IR advisor with 20 years of small-cap experience, and an executive from OTC Markets Group. The Small Cap IR Summit is the place to learn and develop cutting-edge small cap IR strategies.  

11:15 AM - 12:15 PM
SRT Session (By invitation only)-Never a Dull Moment: Lessons Learned in Dealing with Hostile & Activist Investors

Room: TBD

This session will feature a candid discussion with a highly-experienced executive and board director who has lived through many interesting and challenging situations at multiple public companies. He will share some of the lessons and insights he has learned along the way.
 
 

11:15 AM - 12:15 PM
Concurrent Session: The Activist Front: What's New

Room: Palazzo A-C

Catch up on the latest trends and developments in activism and get the inside scoop from the activist's perspective. A well-known activist, a leading advisor to activists, and a journalist who exclusively covers activism will share their insights, discuss activist tactics, and provide their perspectives on recent situations.  

11:15 AM - 12:15 PM
Concurrent Session: IR Measurement & Goal Setting: Fresh Approaches & Data-Driven Tools

Room: Palazzo F-H

Even best-in-class public companies find it difficult to accurately measure their IR programs.  Without proper measurement, it is nearly impossible to set the meaningful qualitative and quantitative strategic goals that 1) build investors' confidence in the organization's ability to create measurable value, and 2) help you both guide and own the IR discussion with your management team and board. While investor perceptions are a critical part of the tool kit, they are only one of many tools you should be considering as you look to build a truly “best practice” IR program.   

11:15 AM - 12:15 PM
Concurrent Session: Market Volatility & Risk: Why Should IROs Pay Attention to Oil Prices?

Room: Palazzo Ballroom and Del Lago 1-2

The past decade has been a roller coaster for equity markets, one that market participants have probably not enjoyed riding at times, given the market crash associated with the financial crisis in 2008 and significant periods of volatility therein.  Recently, in analyzing stock volatility, we note that U.S. equity market movements have been highly correlated with oil prices, at levels not seen for the past 25 years given that oil prices have fallen from over $100 per barrel in mid-2014 to around $50 per barrel today. As such, oil market trends and prices are one of the main commodities all corporations and IROs should be watching.  Markets are expected to be volatile, with oil prices only one potential source of volatility.  Learn what key sector experts think about the oil and gas market outlook, managing risk and the potential implications for your company and its stock price.

11:15 AM - 12:15 PM
SRT Luncheon (By invitation only)-Keeping Up With Strategic Technology Developments: Blockchain 101

Room: TBD

You've heard the term and hype, but you're still not sure what's the big deal with blockchain? This session will provide an overview of blockchain - what it is, why it matters and how it might impact the investment community and companies in the future.

12:30 PM - 1:30 PM
Lunch and Learn Hosted by Rivel Research Group - Strategic Investor Days that Drive Valuation

Room: Palazzo F-H

The global buy-side believes that investor days are integral to superb IR programs.  However, they are often executed as tactical activities instead of strategic forums essential to a company's IR plan and valuation.  This session will feature research from the global investment community, tips from an investor day planning expert and an actionable case history from an IR executive. Takeaways include insight for IR professionals to reach a higher level strategic perspective with their investor day. Getting beyond the mechanics of planning and hosting, attendees will learn how to move the needle towards higher valuations with their investor day.

12:30 PM - 1:30 PM
Lunch and Learn Hosted by Business Wire - Maximizing Your Earnings Process: Increasing Impact while Decreasing Effort

Room: Palazzo A-C

In this session, Business Wire and its expert panelists will share best practice strategies and tactics related to streamlining your earnings release process. We will take a deep look at today’s earnings and financial reporting landscape and outline ways IROs can reduce time and risk while adhering to earnings release best practices. Included in this candid conversation will be an overview of the regulatory environment as it relates to earnings releases and the post-dissemination landscape.

Speakers: Adam Rogers, Francine McKenna, Kara L. MacCullough, Michael Becker (Moderator)

12:30 PM - 1:30 PM
Lunch and Learn Hosted by Ipreo - Road to the C-Suite from the IR Seat

Room: Palazzo E

Former IRO’s that are now in the C-suite will discuss their career progression/advancement and provide recommendations on how to achieve similar success. In addition, panelists will offer insights on how IR can make a more meaningful impact on the C-Suite & BOD to earn a “seat at the table”.

12:30 PM - 1:30 PM
Lunch and Learn Hosted by Corbin Advisors - The Next Level: CEO and Board Director Perspectives on the Evolving Global, Business and IR Landscape

Room: Palazzo D

This engaging and interactive discussion with a best-in-class, global business CEO and seasoned Board Director with significant Wall Street experience will focus on shareholder value creation through effective strategy development, execution and investor communication.  Conversation topics will include corporate governance and stakeholder engagement in an ever-changing landscape, sustainable competitive advantages and the importance of innovation, digital transformation, operational excellence and culture in driving growth and TSR performance, as well as the role investor relations plays at the board and C-suite levels. This session is designed for all IROs who are interested in engaging at a strategic level.
 

12:30 PM - 1:30 PM
Concurrent Session: The Proxy: Why IROs Need to Take a Greater Role

Room: Palazzo Ballroom and Del Lago 1-2

Historically a legal-heavy document read by a narrow audience, the proxy statement is increasingly a communications tool used to convey much more than baseline compensation and governance information. But often, the discussion of performance and strategy in the proxy is not aligned with the company’s other communications. This panel makes the case that IR should play a significant role in proxy drafting because: IR has insights into what resonates with investors, including the institutional proxy voting teams; IR can anticipate what drives proxy advisory firm recommendations; and IR knows how to communicate a compelling message.

1:45 PM - 2:45 PM
Concurrent Session: Digital IR Communications: Innovation and Best Practices

Room: Palazzo Ballroom and Del Lago 1-2

The IR website remains the most efficient and broad-reaching way to communicate with investors. What are the hottest new features and content on IR websites? What do investors, analysts and other stakeholders want?  Which IR websites are the best in the world and why? Based on research consultancy Bowen Craggs’ world-recognized Index of Online Excellence, this session will help you benchmark your IR website and yield concrete ideas for how to improve it. With digital IR experts as your guides, you will be taken on a tour of cutting-edge online content, design and shareholder tools, on both desktop and mobile devices.

1:45 PM - 2:45 PM
Concurrent Session: Debt IR: Know Your Bondholders

Room: Palazzo D

Your debt investors matter too. Understand the role they play and how their concerns differ from your shareholders. When you put on the hat of the debt IRO, you have a new audience.  You have to understand the role of rating agencies, the nuances of the banking relationships, and what bondholders worry about.  Working well with the high-yield bankers and analysts also matters. They are communicating your story, so make sure they understand it!  

1:45 PM - 2:45 PM
Concurrent Session: IRMatch.com: Advancing Your Career

Room: Del Lago 1-2

How do you find the perfect match for your next IR career opportunity? If you want to switch industries, market caps or even go from consulting to corporate or vice versa, it can be a challenging quest. Hear from a panel of IROs who have made big career moves explain their approach to finding the perfect match and offer ideas on how you can put yourself in the best position to do the same. 

1:45 PM - 2:45 PM
Concurrent Session: Are We Managing the Street Well or is The Street Managing Us?

Room: Palazzo F-H

The modern landscape of earnings guidance continues to evolve and is always full of pitfalls. And when analyst expectations and company performance don’t line up, where do IRO’s draw the line between keeping investors and sell side analysts informed and providing too much disclosure before earnings are released? How do you stay within the parameters of Reg FD?  What policies and guidelines do you have in place for Management and IR when speaking with the buy and sell side? How can IRO’s be proactive to help inform better “Street” estimates?

1:45 PM - 2:45 PM
General Session with Elisse Walter - The Evolution of Regulatory and Sustainability Disclosures: What are the Latest Trends?

Room: Coquina Ballroom

Increasingly mainstream investors believe that sustainability factors affect the financial condition or operating performance of companies, and thus affect investors’ decisions on whether to buy, sell, or hold a security. While many companies disclose sustainability information in both mandatory filings and voluntary channels, it’s often not “investment-grade.” Only 29% of investors express confidence in the quality of the ESG information they receive. At this session, former SEC Chair, Elisse Walter, will share her insights on how companies can provide ESG disclosure that better suits investor needs.

3:30 PM - 4:15 PM
General Session - Managing for the Long Term in a Short Term World

Room: Coquina Ballroom

Companies must plan for the long-term, but many investors are focused on short-term results. How can IROs balance these competing mandates?  Are the demands of short-term oriented investors harmful to the companies in which they invest, and the U.S. economy generally? Or do hedge funds and other investors with shorter time horizons add value by asking the hard questions, holding companies accountable, and using activism to force change when it is warranted?  

4:30 PM - 5:15 PM
Wednesday, June 7, 2017
IRC Overview Session and Networking Breakfast

Room: Mediterranean 6

Do you plan on sitting for the Investor Relations Charter (IRC™) examination this year? Do you have questions on how to prepare and what to expect? Are you already an IRC credential holder and looking for guidance on how to maintain your credential? Participate in this timely and informational IRC Overview session to learn more about the exam, the renewal program, and have your questions answered.

7:30 AM - 8:15 AM
General Session - Global Economic Outlook: Assessing the Impact of Recent Geopolitical Changes

Room: Coquina Ballroom

We are experiencing an era of rapid and major political changes across the world.  In this new and dynamic political environment, what economic road bumps should IROs be mindful of?  Two esteemed economists will give insight on the Trump presidency, Brexit, and other recent developments, and will provide their perspectives on what future events may cause market fluctuations or changes in the business environment, both in the U.S. and abroad.  

8:30 AM - 9:30 AM
General Session - Good Corporate Governance: Is it Just Common Sense?

Room: Coquina Ballroom

In an open letter in July 2016, a group of 13 CEOs and heads of major institutional investment firms outlined “commonsense” corporate governance principles. Their letter focused on board composition, internal governance, and responsibilities; shareholder rights; public reporting and guidance; management compensation and succession planning; and asset managers’ role in governance. This general session is a unique opportunity for IR professionals to hear from executives from institutions that signed the letter.

9:30 AM - 10:30 AM
General Session with Dan Nevins - Reinvention When Faced with Adversity

Room: Coquina Ballroom

A highly-decorated soldier, Dan Nevins was severely injured during combat in Iraq in 2004 after an IED detonated beneath his vehicle. He lost both legs below the knee, and lives with a traumatic brain injury and the emotional wounds of war. During this session, Dan will share his powerful story of perseverance and re-invention, which has inspired both his peers and the public to create positive change for themselves and those around them. 

10:30 AM - 11:30 AM