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January 2018

ESG Disclosure: Market Trends and Strategic Opportunities

January 12, 2018 @ 11:30 am - 1:00 pm

A practical, insightful and actionable look at the driving forces behind the ESG revolution and the challenges facing both issuers and investors alike. Learn how to cut through the noise and get a firm grip on the what, why and how for investor relations professionals. ************* Big Pivot, an “award-winning partnership composed of the country’s finest and most experienced investor relations and corporate communications strategists,” will share with NIRI DFW members a practical, insightful and actionable look at the driving…

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December 2017

NIRI DFW December Happy Hour!

December 14, 2017 @ 5:30 pm - 7:30 pm
Public School 972, 14854 Montfort Dr
Dallas, TX 75254 United States

Join us for a happy hour to kick off the holiday season. Come to Public School 972 in Addison for some great appetizers, conversation and drinks to welcome in the holiday season and the new year. NIRI DFW will be picking up the tab as a way to say thanks to all of its members. But wait, there’s more! NIRI DFW will also be giving away one copy of the Investor Relations Body of Knowledge book, which “highlights the 10 essential practice areas…

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November 2017

Investor Relations Charter (IRC)

November 17, 2017 @ 11:30 am - 1:00 pm
The Clubs at Prestonwood, 15909 Preston Rd
Dallas, TX 75248

Investor Relations Charter (IRC) With Matt Brusch What Is It? Why Do You Want It? What Level Of Investment And Commitment is NIRI making to the future of our profession? Come listen to Matt Brusch, Chief Program Officer for NIRI National, discuss the IRC program and certification process. Learn why the IRC will become the foundational certification program for every investor relations professional and the ongoing development program at both the national and local levels. Have your questions answered surrounding…

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October 2017

Investor Relations and Corporate Communications

October 27, 2017 @ 11:30 am - 1:00 pm
The Clubs at Prestonwood, 15909 Preston Rd
Dallas, TX 75248

Investor Relations and Corporate Communications Teamwork between the two departments to deliver a strategic and effective message.  A conversation and luncheon with Kiley Rawlins, VP Investor Relations & Communications at Michaels and Mallory Smith, Manager – Public Relations at Michaels October 27, 2017 11:30: Lunch 12:00: Presentation The Clubs at Prestonwood 15909 Preston Rd, Dallas

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September 2017

Investor Relations Best Practices

September 22, 2017 @ 11:30 am - 1:00 pm
The Clubs at Prestonwood, 15909 Preston Rd
Dallas, TX 75248

A conversation with two Chief Financial Officers A Luncheon Program Sponsored by NIRI DFW September 22, 2017 The Clubs at Prestonwood 15909 Preston Rd, Dallas   Featuring: Izzy Dawood, Santander Consumer USA Holdings Inc. and Carey Hendrickson, Capital Senior Living     September 22, 2017 Check in and networking begins at 11:30 Program begins at Noon The Clubs at Prestonwood 15909 Preston Rd, Dallas   About Izzy Dawood Mr. Dawood began serving as the Company’s Chief Financial Officer in December…

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August 2017

NIRI Southwest Regional Conference

August 23, 2017 - August 25, 2017
JW Marriott Austin, 110 E 2nd Street
Austin, TX 78701 United States

NIRI Southwest Regional Conference August 23-25, 2017 JW Marriott, Austin, Texas  www.niriswrc.org This year’s conference, hosted by the NIRI Houston and DFW Chapters, promises to deliver Texas-sized networking and high-powered professional development opportunities for IR practitioners at all levels. NIRI members throughout the region are invited to participate in a fun and collaborative program at an ideal setting. Program Join us at the JW Marriott in Austin to collaborate and share best practices through a two-day agenda inspired by the six sides of a Rubik’s…

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April 2017

Professional Development Luncheon

April 28, 2017 @ 11:30 am - 1:00 pm

Making the most of your Non-Deal Roadshow (NDR): meetings with Proxy Voters and global governance provider Glass Lewis. Featuring Meetyl, Glass Lewis’s Leading Subsidiary.  

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March 2017

Targeting to Match Investors with Your Company Story

March 31, 2017 @ 11:30 am - 1:00 pm
The Clubs at Prestonwood, 15909 Preston Rd
Dallas, TX 75248

A Luncheon Program Sponsored by NIRI DFW Discussion topics will include: How to ensure your targeting strategies and investor relationships evolve with your company story  Using predictive analytics to identify investor relationships you should start cultivating now to promote buy-side interest over the mid- and long-terms  Strategies to identify investors at risk and limit downside while seeking new sources of demand.    Featuring: Justin Vieira, iPREO     March 31, 2017 Check in and networking begins at 11:30 Program begins at Noon The Clubs…

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February 2017

NIRI & Corporate Governance Professionals Joint Lunch – Demistifying ISS

February 24, 2017 @ 11:30 am - 1:00 pm
The Clubs at Prestonwood, 15909 Preston Rd
Dallas, TX 75248

Join us on February 24 at 11:30 am for our monthly Professional Development Luncheon to have all your questions about ISS answered. Topics of discussion include: Quality score – what changed; why it changed; will it change again; how should companies use this; how are your clients (voters) using this metric Proxy developments and trends expected in 2017 How to engage with ISS – timing; process; expectations; rules; recommendations; long-term engagement Conflict of interest between advising issuers and advising voters ISS’s…

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January 2017

Free – $35

Exploring Short Sell Attacks How to Prepare & How to Respond

January 20, 2017 @ 11:30 am - 1:00 pm
The Clubs at Prestonwood, 15909 Preston Rd
Dallas, TX 75248

A Panel Discussion Featuring: David A. Hunker Head of Shareholder Activism Defense, Mergers & Acquisitions at J.P. Morgan Chris Schmitt Public Company Partner at Vinson Elkins Speaker Bios David Hunker is a member of J.P. Morgan’s Mergers & Acquisitions group where he leads the firm’s Shareholder Activism Defense practice, advising clients in defending against activist attacks and assisting them in evaluating activism vulnerabilities and developing defensive action plans. David has a B.S. from the University of Oregon and an M.B.A. from the University of…

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