August 16th – 9:00 am – 6:30 pm
Location: The Clubs of Prestonwood
15909 Preston Rd, Dallas, TX, United States, Texas ( map )
For out of town guests please see options below.
9:00 AM – 9:50 AM CT: Check-in and Networking
- Welcome and networking opportunities.
10:00 AM – 10:10 AM CT: Introduction
10:15 AM – 10:50 AM CT: Keynote Address
Title: Unlocking Excellence: Insights on What Defines a Great IR from the C-Suite and Board’s Perspective
Panelist:
- Karen David-Green, Independent Public, Private and Non-Profit Board Member LinkedIn
11:00 AM – 11:55 AM CT: Discussion Panel #1
Title: Rethinking the Earnings Cycle for a Passive and Quantitative Market
Panelists:
- Hala Elsherbini – Tyler Technologies LinkedIn
- Brian Wilson – Director, Client Services at ModernIR LinkedIn
12:00 PM – 12:50 PM CT: Lunch
12:55 PM – 1:50 PM CT: Discussion Panel #2
Title: Up-Leveling your IR Program with Artificial Intelligence (AI) and Predictive Analytics
Panelists:
- Krishna Rangarajan, Co-founder at Big Pi Ventures LinkedIn
- Gregg Lampf, Strategic IR Professional LinkedIn
- Fatma Sardina, Financial Analyst at Copart LinkedIn
2:00 PM – 2:55 PM CT: Discussion Panel #3
Title: Charting a Course for the Success of Your Retail Investor Program
Panelists:
- Agnies Watson, Co-founder at Stockperks LinkedIn
- Matt Joanou, CEO & Co-Founder at Stakeholder Labs LinkedIn
- Ken Pieper, Sales Consultant at Stockperks LinkedIn
3:05 PM – 4:00 PM CT: Discussion Panel #4
Title: Driving Resiliency through ESG Risk Management
Panelist:
- Aurora Bardoneschi, Director at BDO – ESG Strategy Development LinkedIn
- Kerry Ray, Managing Director at BDO for the Risk Advisory Services LinkedIn
- Scott Mclaughlin, Senior Vice President at Invitation Homes LinkedIn
- Adam Dahl, Vice President, Programs Advocacy Ambassador at Corbin Advisors LinkedIn
4:00 PM – 6:30 PM CT: Networking and Happy Hour
Happy Hour Sponsors:
For our out of town guests:
Embassy Suites (near the Galleria)
Doubletree by Hilton (near the Galleria)
Hilton Garden Inn (in Addison)
Renaissance Hotel Dallas (in Addison)
Summit Fees:
- $125 for members
- $150 for non-members