New Earnings Cycle – Same Pandemic
Continuing to Manage Street Expectations
New Date: July 13, 2020
Guidance practices are all over the map. Company forecasts are shrouded in uncertainty. Sell-side estimates are changing with the wind. Inconsistencies by estimates aggregators are creating a monumental task for IROs trying to manage the data manually.
As we enter the next earnings cycle, still under the dark cloud of a pandemic, managing Street expectations and navigating investor communications within the legal confines of Reg FD can be daunting. We’re here to help!
When: July 13, 2020
Time: 11:30 – 12:30 pm central time
On the July 13 webinar, you’ll get the latest thinking on:
- Staying on top of operational themes and analysis both internally and externally
- Effective methods to benchmark internal scenarios against changing estimates
- Breaking down the wall between IR and FP&A to collaborate more effectively on the same datasets
- Identifying gaps, mistakes or broken formulas in analyst models
- Seeing the sell-side perspective and research process
Join us for a robust discussion as we unwrap workflow solutions to efficiently dissect and understand earnings models, navigate the abundance of detail and gain practical insights in working through your next earnings cycle and beyond.
On the panel:
- Moderator: Chris Venti, VP of Business Development, Virtua Research
- Bryan Arciero, Senior Advisor, Investor Relations at Murphy Oil Corporation
- Henry Kirn, Former Sell-side Analyst at Societe Generale, UBS, and Lehman Brothers
This event is being offered at no charge and to the broader NIRI community. IRC holders can earn one CPU credit.
Our Speakers:
Bryan Arciero works in Investor Relations for Murphy Oil Corporation. Prior to joining IR he worked in oil and gas offshore operations and deepwater projects. He holds a bachelor’s degree in Chemical Engineering from McGill University and an MBA from Rice University, and is a registered professional engineer in Texas, Canada, and the UK.
Henry Kirn is a former sell side equity research analyst currently pursuing a PhD in Business Administration at Oklahoma State University. His academic research is focused on the impact of investor relations on valuation and other corporate objectives.
Mr. Kirn was a leading equity research analyst for Societe Generale, UBS, and Lehman Brothers, responsible for analyzing and recommending stocks of companies in the US industrials sector. He has made appearances on the financial networks, and his equity research was widely quoted in the financial press, including CNBC, Bloomberg, Forbes, and Barron’s. Mr. Kirn has also worked as an M&A investment banker at Lehman Brothers, a controller at SEI Investments, and a financial statement auditor at Deloitte.
Mr. Kirn has an MBA from Columbia Business School and a BA in Business Administration from Franklin & Marshall College. He is a CFA Charterholder and a licensed CPA.
Chris Venti is VP of Business Development at Virtua Research, a financial services technology company focused on the intersection of fundamental financial modeling and web-enabled information delivery.