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
Subscribe to:
Posts (Atom)
