NIRI SWRC 2010 HAS CREATED A DYNAMIC AGENDA. THE FOLLOWING IS ACCURATE AS OF JULY 21, 2010. For "prettier formatting" go to www.niriswrc.org
WEDNESDAY, AUGUST 18, 2010
1:00 - 5:00 p.m. Taste of New Orleans: Muffaletas, Beignets, Hurricanes, and a walk around New Orleans!
5:00 - 8:00 p.m. Registration
6:00 – 8:00 p.m. Opening Evening Reception (cocktails and appetizers) at the Hotel Monteleone hosted by
THURSDAY, AUGUST 19, 2010
Morning Sessions:
(Registration open from 7:00 a.m. - 5:00 p.m.)
7:00 – 8:00 a.m. Breakfast
8:00 – 8:15 a.m. Welcome, Introductions and Announcements
8:15 – 9:15 a.m.
OPENING SESSION: State of the Economy
Speaker: Beth Ann Bovoino, Economist, S&P
The conference kicks off with a detailed look at today's economic climate. Beth Ann Bovino will provide insight into the key themes and trends impacting the economy and the investment markets.
9:15 – 9:30 a.m. Break
9:30 – 10:45 a.m.
SESSION: Crisis Communications (with a New Orleans Perspective)
Speakers: Michele Lopiccolo, Vice President, Investor Relations, Entergy and Keith Mabee, Vice Chairman, Dix & Eaton
Expect the unexpected. Always be prepared. Putting together a plan of action regarding how to respond in crisis situations is vital. Learn best practices for reassuring your employees, shareholders, analysts and executives in times of turmoil.
10:45 – 11:00 a.m. Break
11:00 – 12:00 p.m.
BREAKOUT SESSION 1: Measuring Success: IR Performance Metrics
Speaker: Maureen Wolff-Reid, President & Partner, Sharon-Merrill Associates
BREAKOUT SESSION 2: Working with Buy and Sell Sides
Speaker: Jeff Smith, Manager of Investor Relations, FedEx
With Wall Street as a whole going through dynamic changes: scandals, sell-side shrinking, compensation structure changing, hedge fund/brokerage firm closures - where does the IRO fit in? What are proven methods to increase interaction and impact with the buy-side and the sell-side? Where does paid research fit or does it? And how can you make the most of your non-deal roadshows?
Afternoon Sessions:
12:00 – 1:15 p.m. Lunch: Round Table Discussions
1:15 – 1:30 p.m. Break
1:30 – 2:30 p.m.
BREAK OUT SESSION 1: Shareholder Activism
Speaker: Ed Ferris, Partner, Hedge Fund Solutions
As more companies may be faced with demands and resolutions from a growing number of activist shareholders, it is vital to be informed about how to best approach these situations. This session will cover strategies that may be useful when interacting with activist funds and how to identify activist interest and determine what is means for your company.
BREAKOUT SESSION 2: Ins and Outs of a Global IR Program
Panel: Ken Janke, Senior Vice President, Investor Relations, AFLAC, Joe Parsons, Executive Director, Investor Relations, AT&T
Moderator: Jason Landkamer, Manager, Investor Relations, Fluor
A panel of esteemed IRO's from some from well-respected international companies will discuss their efforts to reach engage shareholders, analysts and customers around the globe.
2:30 – 2:45 p.m. Break
2:45 – 3:45 p.m.
GENERAL SESSION: Demystifying Trading Strategies and Trends
Speakers: John Adam, Director, Corporate Strategy, Liquidnet; Frank Hatheway, NASDAQ; Colin Clark, NYSE Euronext
An insightful discussion about the changing structure of our capital markets, the growing trend of moving institutional trading away from the central exchanges and the public view on the open market. This session will focus on understanding how stocks trade in this era of rapid change and the implications for company valuation. Panelists will share information about how follow-on offerings and buy-backs really work today and what the migration from an "investor market" to a "trading market" means to a company's investor outreach.
3:45 – 4:00 p.m.Break
4:00 – 5:15 p.m.
GENERAL SESSION:Mergers & Acquisitions from an IR Perspective
Speaker: John Lyon, Senior Vice President, Dell Perot Systems
M&A declined in 2009, but statistics show it is on the upswing so far for 2010. Learn from one of the large deals of 2009, Dell's acquisition of Perot Systems. John Lyon will share information about how to communicate with shareholders, board members and prepare for a smooth transition internally and externally.
Evening Event:
6:30 – 6:45 p.m.
Meet in Lobby
7:00 – 10:00 p.m. Off-site Dinner at the Court of Two Sisters hosted by
FRIDAY, AUGUST 20, 2010
Morning Sessions (Registration open 8:00 am - Noon)
8:00 – 9:00 a.m.Breakfast
9:00 – 9:05 a.m. Welcome, Introductionsand Announcements
9:05 - 10:20 a.m.
GENERAL SESSION: Changing Landscape of Disclosure
Speaker: Rose Romero, Regional Director, Fort Worth Office, Securities and Exchange Commission
An in-depth discussion on the constantly evolving world of disclosure, including Notice & Access news releases, recent regulatory reform and what you need to know as an IRO today.
10:20 – 10:35 a.m. Break
10:35 – 11:50 a.m.
GENERAL SESSION: Rapid fIRe
Rapid fIRe is a fun and exciting way to get informed about what's new in IR today from our own leading practitioners. If you've seen "Pardon the Interruption" or "Around the Horn" on ESPN, you know the format. Our panel will debate (agree, argue, rebut) on the hottest topics in IR and Corporate America, given 2 minutes per question. The rapid nature of the games insures energy levels are high and information is nonstop!
Panel: Ken Janke, Senior Vice President, Investor Relations, AFLAC; Sean O'Neill, Vice President, Investor Relations, Ensco plc; Geralyn DeBusk, President, Halliburton Investor Relations; Marcy Brand, Investor Relations Director, Southwest Airlines; Jeff Smith, Manager of Investor Relations, FedEx
Moderator: Tim Quast
11:50 - Noon Wrap up and adjourn
The National Investor Relations Institute Dallas*Fort Worth Chapter has registered with the Texas State Board of Public Accountancy (TSBPA) as a CPE sponsor. This registration does not constitute an endorsement by the TSBPA as to the quality of our CPE program.
Thursday, July 29, 2010
Thursday, April 29, 2010
Business Wire
NIRI SWRC 2010 (www.niriswrc.org), August 18-20 in New Orleans, Louisiana, welcomes Business Wire as a Bronze Sponsor!
About Business Wire
Business Wire, a wholly owned subsidiary of Berkshire Hathaway, is the global market leader in commercial news distribution. With more newsrooms than any other commercial newswire, Business Wire provides better local support with fast turnaround of your news releases and greater accuracy. That's what 50 years of experience and credibility can do for you.
URLs and Social media links:
http://www.businesswire.com/
http://businesswire.com/blog
http://twitter.com/businesswire
http://www.facebook.com/BusinessWire
URLs and Social media links:
http://www.businesswire.com/
http://businesswire.com/blog
http://twitter.com/businesswire
http://www.facebook.com/BusinessWire
Wednesday, April 28, 2010
Wednesday Night Reception Sponsor
We're excited to have NYSE Euronext as the Wednesday Night Reception Sponsor of NIRI SWRC 2010 in New Orleans, August 18 - 20, at the Hotel Monteleone.
Registration is now live at www.niriswrc.org. Hotel registration is also live and with $99 per night room rates, grab your room now!
More details forthcoming on the program and speakers!
About NYSE Euronext
NYSE Euronext (NYX) is a leading global operator of financial markets and provider of innovative trading technologies. The company's exchanges in Europe and the United States trade equities, futures, options, fixed-income and exchange-traded products. With more than 8,000 listed issues, NYSE Euronext's equities markets – the New York Stock Exchange, NYSE Euronext, NYSE Amex, NYSE Alternext and NYSE Arca – represent nearly 40 percent of the world's equities trading, the most liquidity of any global exchange group. NYSE Euronext also operates NYSE Liffe, the leading European derivatives business and the world's second-largest derivatives business by value of trading. The company offers comprehensive commercial technology, connectivity and market data products and services through NYSE Technologies. NYSE Euronext is in the S&P 500 index, and is the only exchange operator in the S&P 100 index and Fortune 500. For more information, please visit: http://www.nyx.com/.
Tuesday, January 19, 2010
Soft Opening of Registration
Let's call this the "unofficially official" grand opening of general registration for NIRI SWRC 2010, in New Orleans, August 18 - 20!
CONFERENCE REGISTRATION
We have consciously kept our registration rates down because we know that many still are working with tight budgets.
Early Bird Member Rate $375
Early Bird Non Member Rate $475
Member Rate (after July 27, 2010) $475
Non Member Rate (after July 27, 2010) $550
Wednesday Night Only $50
Thursday Night Only $75
Wednesday Night and Thursday Night events are included with your conference registration. Only register for Wednesday Night or Thursday Night if you are bringing a guest.
Cancellations must be in writing and refunds will be less $100 administration fees. No refunds will be given for cancellations made after July 27, 2010.
http://www.regonline.com/builder/site/Default.aspx?eventid=802474
HOTEL REGISTRATION
We have also found the Hotel Monteleone for the conference. This wonderful, historic hotel in the French Quarter is offering registrants $99 per night room rates (plus applicable taxes)!
Hotel Monteleone
214 Royal Street
New Orleans, LA 70130-2201
There are 4 ways you can make reservations:
(504) 523-3341
Group Reservations # 1-800-217-2033 (they will be transferred to reservations)
Reservations Department: 1-800-535-9595 (M-F 7am-11pm and Sat/Sun 8:30am-9pm)
When calling for a hotel reservation, ask for the “NIRI Southwest Regional Conference” group rate in order to qualify for the discounted room rate.
To book online:
http://booking.ihotelier.com/istay/istay.jsp?groupID=414330&hotelID=15217
Hotel Reservation Cut-off date: July 27, 2010
Go ahead and book. We promise we will have a wonderful program developed. Please contact Lizk@eisenberginc.com, 214.528.5990, if you are interested in sponsoring or speaking, or have any questions about this conference!
Hope to seeyou then!
CONFERENCE REGISTRATION
We have consciously kept our registration rates down because we know that many still are working with tight budgets.
Early Bird Member Rate $375
Early Bird Non Member Rate $475
Member Rate (after July 27, 2010) $475
Non Member Rate (after July 27, 2010) $550
Wednesday Night Only $50
Thursday Night Only $75
Wednesday Night and Thursday Night events are included with your conference registration. Only register for Wednesday Night or Thursday Night if you are bringing a guest.
Cancellations must be in writing and refunds will be less $100 administration fees. No refunds will be given for cancellations made after July 27, 2010.
http://www.regonline.com/builder/site/Default.aspx?eventid=802474
HOTEL REGISTRATION
We have also found the Hotel Monteleone for the conference. This wonderful, historic hotel in the French Quarter is offering registrants $99 per night room rates (plus applicable taxes)!
Hotel Monteleone
214 Royal Street
New Orleans, LA 70130-2201
There are 4 ways you can make reservations:
(504) 523-3341
Group Reservations # 1-800-217-2033 (they will be transferred to reservations)
Reservations Department: 1-800-535-9595 (M-F 7am-11pm and Sat/Sun 8:30am-9pm)
When calling for a hotel reservation, ask for the “NIRI Southwest Regional Conference” group rate in order to qualify for the discounted room rate.
To book online:
http://booking.ihotelier.com/istay/istay.jsp?groupID=414330&hotelID=15217
Hotel Reservation Cut-off date: July 27, 2010
Go ahead and book. We promise we will have a wonderful program developed. Please contact Lizk@eisenberginc.com, 214.528.5990, if you are interested in sponsoring or speaking, or have any questions about this conference!
Hope to seeyou then!
Sponsorships Needed
It is time again to make plans to attend the 2010 NIRI Southwest Regional Conference! The conference will be at the Hotel Monteleone in New Orleans, Louisiana, August 18 – 20, 2010. Over 2000 NIRI members will be invited to attend from chapters all over the country.
We greatly appreciate and acknowledge that NIRI Chapters could not offer the educational opportunities to members and guests if not for the continuing support from our service providers. In light of this, we are asking for your company’s support of the NIRI Southwest Regional Conference hosted by NIRI Dallas/Ft. Worth.
We are offering opportunities for service providers to promote their company through a variety of sponsorship levels, including providing conference scholarships to practitioners.
We are anticipating approximately 160 investor relations professionals will attend. Consequently, this is an excellent opportunity for your company to reach your target audience. If your company would like to support the conference, please see the attached opportunities. Sponsorships will be granted on a first-come, first-serve basis, so please contact me soon to reserve your event of choice.
We know that 2009 was a tough year for many companies and have negotiated excellent room rates ($99 per night) at the Hotel Monteleone, a historic hotel in the French Quarter. We have also kept registration costs at the same level as 2008. And we have structured all of our sponsorship opportunities for maximum value
Please contact me with any questions. I can be reached at 214.528.5990 or via email at lizk@eisenberginc.com. Thanking you in advance for your support!
SPONSORSHIP LEVELS
Platinum Level Sponsorship (Wednesday Welcome Reception) – Limit 1
· Exclusive title sponsorship of Wednesday Welcome Reception
· Full banner signage at event
· Includes two attendees to the conference
· Listing (including logo, 50 word company description, contact information, and link to website) on conference website (www.niriswrc.org)
· Prominent signage throughout the conference
· Opportunity to place brochures, favors, etc. on guest door on Wednesday night
· Opportunity to place brochures, favors, etc. at all meal place settings
· Company items for sponsor bag
· Opportunity to provide a 3-minute company overview and introduce speaker at one session (assigned on a first come basis)
· Includes a staffed exhibit table ($350 value)
Platinum Level Sponsorship (Wednesday Late Night Party) – Limit 1
· Exclusive title sponsorship of Wednesday Late Night Party
· Full banner signage at event
· Breakfast sponsor signage on Thursday
· Includes two attendees to the conference
· Listing (including logo, 50 word company description, contact information, and link to website) on conference website (www.niriswrc.org)
· Prominent signage throughout the conference
· Opportunity to place brochures, favors, etc. on guest door on Wednesday night
· Opportunity to place brochures, favors, etc. at all meal place settings
· Company items for sponsor bag
· Opportunity to provide a 3-minute company overview and introduce speaker at one session (assigned on a first come basis)
· Includes a staffed exhibit table ($350 value)
Platinum Level Sponsorship (Thursday Night Party) – Limit 1
· Exclusive title sponsorship of our Thursday night event
· Includes two attendees to the conference
· Listing (including logo, 50 word company description, contact information, and link to website) on conference website (www.niriswrc.org)
· Prominent signage throughout the conference
· Opportunity to place brochures, favors, etc. on guest door on Thursday night
· Opportunity to place brochures, favors, etc. at all meal place settings
· Company items for sponsor bag
· Opportunity to provide a 3-minute company overview and introduce speaker at one session (assigned on a first come basis)
· Includes a staffed exhibit table ($350 value)
Gold Level Sponsorship – Limit 4
· Includes two attendees to the conference
· Listing (including logo, 50 word company description, contact information, and link to website) on conference website (www.niriswrc.org)
· Prominent signage throughout the conference
· Opportunity to place brochures, favors, etc. at breakfast and lunch meal place settings
· Opportunity to provide a 3-minute company overview and introduce speaker at one session (assigned on a first come basis)
· Additional $350 for a staffed exhibit table
Silver Level Sponsorship – Limit 5
· Includes one attendee to the conference
· Listing (including logo, 50 word company description, contact information, and link to website) on conference website (www.niriswrc.org)
· Prominent signage throughout the conference
· Company items for sponsor bag
· Opportunity to provide a 3-minute company overview and introduce speaker at one session (assigned on a first come basis)
· Additional $350 for a staffed exhibit table
Bronze Level Sponsorship – Limit 5 (four remaining)
· Listing (including logo, 50 word company description, contact information, and link to website) on conference website (www.niriswrc.org)
· Company items for sponsor bag
· Prominent signage throughout the conference
· Additional $350 for a staffed exhibit table
Scholarship for Practitioner to Attend Conference – Limit 5
· Listing (including logo, 50 word company description, contact information, and link to website) on conference website (www.niriswrc.org)
· Company items for sponsor bag
· Frequent promotion of sponsorship to entire mailing list
All sponsors and exhibitors will receive one-time access to the attendee mailing list and public introduction by the Conference Chair.
Door prizes are also welcome.
Registration for additional attendees is $375 for members, $475 for non-members. Registration for the hotel and conference will be live soon!
We greatly appreciate and acknowledge that NIRI Chapters could not offer the educational opportunities to members and guests if not for the continuing support from our service providers. In light of this, we are asking for your company’s support of the NIRI Southwest Regional Conference hosted by NIRI Dallas/Ft. Worth.
We are offering opportunities for service providers to promote their company through a variety of sponsorship levels, including providing conference scholarships to practitioners.
We are anticipating approximately 160 investor relations professionals will attend. Consequently, this is an excellent opportunity for your company to reach your target audience. If your company would like to support the conference, please see the attached opportunities. Sponsorships will be granted on a first-come, first-serve basis, so please contact me soon to reserve your event of choice.
We know that 2009 was a tough year for many companies and have negotiated excellent room rates ($99 per night) at the Hotel Monteleone, a historic hotel in the French Quarter. We have also kept registration costs at the same level as 2008. And we have structured all of our sponsorship opportunities for maximum value
Please contact me with any questions. I can be reached at 214.528.5990 or via email at lizk@eisenberginc.com. Thanking you in advance for your support!
SPONSORSHIP LEVELS
Platinum Level Sponsorship (Wednesday Welcome Reception) – Limit 1
· Exclusive title sponsorship of Wednesday Welcome Reception
· Full banner signage at event
· Includes two attendees to the conference
· Listing (including logo, 50 word company description, contact information, and link to website) on conference website (www.niriswrc.org)
· Prominent signage throughout the conference
· Opportunity to place brochures, favors, etc. on guest door on Wednesday night
· Opportunity to place brochures, favors, etc. at all meal place settings
· Company items for sponsor bag
· Opportunity to provide a 3-minute company overview and introduce speaker at one session (assigned on a first come basis)
· Includes a staffed exhibit table ($350 value)
Platinum Level Sponsorship (Wednesday Late Night Party) – Limit 1
· Exclusive title sponsorship of Wednesday Late Night Party
· Full banner signage at event
· Breakfast sponsor signage on Thursday
· Includes two attendees to the conference
· Listing (including logo, 50 word company description, contact information, and link to website) on conference website (www.niriswrc.org)
· Prominent signage throughout the conference
· Opportunity to place brochures, favors, etc. on guest door on Wednesday night
· Opportunity to place brochures, favors, etc. at all meal place settings
· Company items for sponsor bag
· Opportunity to provide a 3-minute company overview and introduce speaker at one session (assigned on a first come basis)
· Includes a staffed exhibit table ($350 value)
Platinum Level Sponsorship (Thursday Night Party) – Limit 1
· Exclusive title sponsorship of our Thursday night event
· Includes two attendees to the conference
· Listing (including logo, 50 word company description, contact information, and link to website) on conference website (www.niriswrc.org)
· Prominent signage throughout the conference
· Opportunity to place brochures, favors, etc. on guest door on Thursday night
· Opportunity to place brochures, favors, etc. at all meal place settings
· Company items for sponsor bag
· Opportunity to provide a 3-minute company overview and introduce speaker at one session (assigned on a first come basis)
· Includes a staffed exhibit table ($350 value)
Gold Level Sponsorship – Limit 4
· Includes two attendees to the conference
· Listing (including logo, 50 word company description, contact information, and link to website) on conference website (www.niriswrc.org)
· Prominent signage throughout the conference
· Opportunity to place brochures, favors, etc. at breakfast and lunch meal place settings
· Opportunity to provide a 3-minute company overview and introduce speaker at one session (assigned on a first come basis)
· Additional $350 for a staffed exhibit table
Silver Level Sponsorship – Limit 5
· Includes one attendee to the conference
· Listing (including logo, 50 word company description, contact information, and link to website) on conference website (www.niriswrc.org)
· Prominent signage throughout the conference
· Company items for sponsor bag
· Opportunity to provide a 3-minute company overview and introduce speaker at one session (assigned on a first come basis)
· Additional $350 for a staffed exhibit table
Bronze Level Sponsorship – Limit 5 (four remaining)
· Listing (including logo, 50 word company description, contact information, and link to website) on conference website (www.niriswrc.org)
· Company items for sponsor bag
· Prominent signage throughout the conference
· Additional $350 for a staffed exhibit table
Scholarship for Practitioner to Attend Conference – Limit 5
· Listing (including logo, 50 word company description, contact information, and link to website) on conference website (www.niriswrc.org)
· Company items for sponsor bag
· Frequent promotion of sponsorship to entire mailing list
All sponsors and exhibitors will receive one-time access to the attendee mailing list and public introduction by the Conference Chair.
Door prizes are also welcome.
Registration for additional attendees is $375 for members, $475 for non-members. Registration for the hotel and conference will be live soon!
Tuesday, November 24, 2009
Save the Date, August 18-20, 2010
The date is official: August 18-20, 2010
The location is official: New Orleans, Louisiana
NIRI D*FW Chapter is proud to be the host of the 2010 Southwest Regional Conference (SWRC)
Look for more information, registration, etc. soon! If you're interested in sponsoring, contact Liz Kline, Co-Chair, lizk@eisenberginc.com, 214.528.5990.
BTW, Follow us on Twitter: @niriswrc
The location is official: New Orleans, Louisiana
NIRI D*FW Chapter is proud to be the host of the 2010 Southwest Regional Conference (SWRC)
Look for more information, registration, etc. soon! If you're interested in sponsoring, contact Liz Kline, Co-Chair, lizk@eisenberginc.com, 214.528.5990.
BTW, Follow us on Twitter: @niriswrc
Monday, October 5, 2009
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