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Navigation Session Information

Conference Material Site sponsored by Ipreo  
Tuesday, June 5, 2012    |   10:30 am-11:45 am


Why Now?
Analyst Days can be overwhelming and require a significant amount of planning to effectively execute. Management schedules are challenging, so preparation is key to ensuring that executives and business leaders view this as a good use of their time and company resources. Analyst days continue to be a vitally important venue for a company to broadly communicate key information to the financial community. This annual or biennial event is an ideal platform to capture investor and analyst mindshare, demonstrate the breadth and depth of the management team and update the Street on company strategy and direction. The quality of information, as well as the means by which it is conveyed, can positively influence investment decisions, and consequently, valuation. A well-executed analyst day, supported by clear and consistent messaging, provides management with the opportunity to differentiate their company as an investment. It also represents one of the most cost-effective means of value-creation.
Actionable Takeaway Documents
  • Analyst Day Timeline and Checklist

Session Material
Attendee access, log-in required
Planning An Effective Analyst Day*
Tue - Jun, 5 | 10:30 am - 11:45 am
Location: 6A (Convention Center Level 6)
Category: IR Marketing/Outreach | Secondary Category: Communications

This session will provide an in-depth overview of executing an analyst day and address the fundamental components and processes as well as best practices from the buy-side point of view. Key topics to be covered will include planning, both internally and externally, specifically timing, length, location, attendance, presenters, give-aways and what to expect.

A portion of the session will be dedicated to developing an effective analyst day presentation, including examples of content design and delivery.

Moderator/Lead Speaker:
Rebecca Corbin, Founder & Managing Director
Corbin Perception Group, LLC

Panelist(s)/Co-Speaker(s):
Carol DiRaimo, Vice President, Investor Relations
Jack in the Box

Coleman N Lannum, CFA, Vice President, Investor Relations
Covidien, Plc

Marty Palka, Chief Intelligence Analyst, Investor Relations
Cisco
    Learning Objectives:
  • Obtain an in-depth understanding of how to approach and successfully execute an analyst day
  • Gain knowledge of key elements and proper organization of content
  • Leave with helpful tips for maximizing the impact of the event through planning and pre-work processes as well as post-event follow-up
 
 
* Draft description as of 6/28 3:51 pm, subject to change
 



Why Now?
"Web disclosure," as it is broadly known, allows companies to leverage their website as the primary means for providing information to investors, in compliance with federal securities laws. It gives IROs the opportunity to take full control of their company's disclosure process, achieve cost savings and obtain near real-time insight into the market impact of their information without limiting the reach or accuracy of their message. Because the SEC has provided general guidance only, it is up to companies to determine if their website disclosure model fully satisfies public disclosure requirements. Attendees will hear from companies that have moved fully to web disclosure, are evaluating whether to do so, and that have made a decision to stay with traditional disclosure practices, along with legal and "how to" insight.
Actionable Takeaway Documents
  • A white paper outlining best practices that companies can start implementing immediately to begin establishing their IR website as a primary point of disclosure.
  • Checklist for evaluating web disclosure choices and options.

Session Material
Attendee access, log-in required
Web Disclosure: High Seas or Smooth Sailing for Your Company?*
Tue - Jun, 5 | 10:30 am - 11:45 am
Location: 6B (Convention Center Level 6)
Category: Communications | Secondary Category: IR Marketing/Outreach

Companies are exploring whether to establish their website as the primary point of disclosure for disseminating information to investors. The SEC issued guidance for web disclosure in 2008 but no hard and fast rules, leaving companies on their own to determine the SEC-compliant disclosure process that best suits their needs. The panel consists of practitioner views from different places on the web disclosure continuum, combined with former SEC leadership and global services provider experiences. Together, they will provide a wide range of knowledge to help you understand how and when it may be right for your company to move to web disclosure.

Moderator/Lead Speaker:
Dennie Kimbrough, Investor Relations Manager
Microsoft Corporation

Panelist(s)/Co-Speaker(s):
Brian Breheny, Partner
Skadden, Arps, Slate, Meagher & Flom LLP

Kristine Eissing, Vice President, Investor Relations Communications Services
Thomson Reuters

Jeff L. Johnson, Treasurer and Vice President, Investor Relations
Deluxe Corporation

Jeffrey Smith, Staff Director, Investor Relations
FedEx Corporation
    Learning Objectives:
  • The factors to weigh in considering web disclosure
  • The various approaches to web-based disclosure, the merits of each model, and how they compare to the traditional disclosure process
  • Steps to evaluate or benchmark the web disclosure model your company has chosen (or intends to pursue) in order to determine its effectiveness vis-a-vis the objectives
 
 
* Draft description as of 6/28 3:51 pm, subject to change
 



Session Material
Attendee access, log-in required
Technical Investing: Why It Matters*
Tue - Jun, 5 | 10:30 am - 11:45 am
Location: 6C (Convention Center Level 6)
Category: Investment Process

Technical trading behavior can have a significant impact on a stock's activity. During these times, the versatile IRO has to put on his/her technical analysis hat. Participants will learn the definition of technical analysis and the various tools used by both fundamental and technical investors. The session will cover charting as well as the significance and value of identifying patterns, drawing trend lines and transforming this data into dynamic analysis that can be utilized within the IRO's organization. The session's objective is to provide the investor relations professional with a better understanding of technical trading, enabling them to effectively measure their stock's momentum and volatility. Understanding the drivers of technical trading will also help the audience communicate the impact that this trading strategy has on their stock to senior management.

Moderator/Lead Speaker:
Mary Jensen, Director of Treasury, Risk & Investor Relations
International Market Centers

Panelist(s)/Co-Speaker(s):
Frank N. Cappelleri, CFA, CMT, Executive Director
Instinet

John Schlitz, Chief Technical Strategist & Executive Director
Instinet
    Learning Objectives:
  • Learn the definition of technical analysis. dentify market sentiment/movement
  • Understand basic terminology: support and resistance, moving averages; average volumes
  • Review of basic candlestick charts, technical and fundamental strategies, trading versus investing
  • Recommend technical reporting tools to share with senior management
 
 
* Draft description as of 6/28 3:51 pm, subject to change
 



Why Now?
In the wake of the recent economic slump IROs must ensure now, more than ever, they are equipped with the right skills, knowledge and abilities to be competitive in this changing professional environment.

Hear from NIRI and Korn/Ferry International the latest research on compensation and hiring trends
Compensation and the IRO: 2012 Data and Hiring Trends*
Tue - Jun, 5 | 10:30 am - 11:45 am
Location: 6D (Convention Center Level 6)
Category: Career Management | Secondary Category: Communications

Today's investor relations executives face increasingly complex professional challenges both internally and externally. In the wake of the recent economic slump IROs must ensure now, more than ever, they are equipped with the right skills, knowledge and abilities to be competitive in this changing professional environment. This session will review data from the 2012 NIRI-Korn/Ferry International Corporate IR Profession and Compensation Study including highlights for specific demographics such as small-caps, mid-caps and the Fortune 500 population, and recent real-world hiring trends. This interactive and collaborative session is vital for IROs at any stage in their professional career.

Moderator/Lead Speaker:
Matt Brusch, Vice President, Communications & Practice
National Investor Relations Institute

Panelist(s)/Co-Speaker(s):
Ariel Finno, Director, Research
National Investor Relations Institute

Carroll S. Leatherman, Client Partner
Korn/Ferry International
    Learning Objectives:
  • Analyze current corporate IR compensation data
  • Understand the characteristics that make an IR candidate compelling in the eyes of the C-Suite
  • Apply the compensation trend data and real-world hiring information to attendees' unique personal circumstances
 
 
* Draft description as of 6/28 3:51 pm, subject to change
 



Why Now?
Market structure complexity has increased substantially over the past decade, leaving many IROs confused and uncertain over exactly how and why their stock is trading in today's markets. Providing an unbiased, confidential forum for IROs to share their most pressing questions or concerns about market structure will help IROs better understand today's markets.
Actionable Takeaway Documents
  • Market Structure 101/FAQ Booklet
  • Market Structure Lingo/Key Terms Fact Sheet

Session Material
Attendee access, log-in required
Everything You Wanted to Know About Market Structure, But Were Afraid to Ask*
Tue - Jun, 5 | 10:30 am - 11:45 am
Location: 611-614 (Convention Center Level 6)
Category: Capital Markets

Market structure has changed dramatically over the past decade and has become increasingly complex. Keeping up with these fast-paced changes is challenging for IROs and many might feel uncomfortable sharing their lack of knowledge on this topic with others. A panel of market structure experts will explain how your stock can trade on BATS or Direct Edge even if it's listed on the NYSE Euronext or NASDAQ, what high-frequency trading is and how it's affecting your stock as well as dark pools and other pressing questions.

Moderator/Lead Speaker:
Moriah Shilton, Senior Director, Investor Relations
Tessera, Inc.

Panelist(s)/Co-Speaker(s):
John Adam, Director, Equity Capital Markets
Liquidnet Holdings Inc.

Randall M. Hopkins, Managing Director
The NASDAQ OMX Group

William P. White, Managing Director, Equities Division
Barclays Capital
    Learning Objectives:
  • Increase knowledge of today's U.S. market structure
  • Answer specific questions IROs have on how their stock trades
  • Demystify complicated market structure topics
 
 
* Draft description as of 6/28 3:51 pm, subject to change
 

Contact Tammy Dang (tdang@niri.org) with session inquiries.