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Navigation Session Information

Conference Material Site sponsored by Ipreo  
Tuesday, June 5, 2012    |   3:30 pm-4:45 pm


Session Material
Attendee access, log-in required
Reg FD: Staying Out of Trouble*
Tue - Jun, 5 | 3:30 pm - 4:45 pm
Location: 6A (Convention Center Level 6)
Category: Regulations and Governance

Whether you are new to IR or a seasoned veteran, Regulation FD, reporting and governance issues loom large in your job. Listen to experts as they cover the latest and the basics of Regulation FD. Learn best practices and gain tips so that you and your company stay out of trouble and comply with the law.

Moderator/Lead Speaker:
Mary Beth Kissane, Principal
Walek & Associates

Panelist(s)/Co-Speaker(s):
Mark Donohue, Senior Director, Investor Relations & Corporate Communications
IMPAX Laboratories

Andrew Moore, Partner
Perkins Coie
 
 
* Draft description as of 6/28 3:51 pm, subject to change
 



Why Now?
Companies need to know what their investors are thinking BEFORE they receive their "final grade" in the form of the annual meeting votes. They need to know the informational needs of investors. They also say they want to minimize the impact and influence of proxy advisors over the process. While there are no silver bullets to achieving these goals, companies are increasingly stepping up their investor engagement efforts, and using the intelligence gained to guide them in improving the content and clarity of their proxy and other disclosures.
Session Material
Attendee access, log-in required
Year Two of Say on Pay: Investors Had Great Expectations, Did Issuers Meet Them?*
Tue - Jun, 5 | 3:30 pm - 4:45 pm
Location: 6B (Convention Center Level 6)
Category: Regulations and Governance | Secondary Category: IR Marketing/Outreach

2011 was the first year most companies provided shareholders with Dodd-Frank required Say on Pay proposals. While only approximately 40 companies received failing votes, 600 additional companies experienced 20% or higher opposition. This broader group may face enhanced scrutiny in 2012 and beyond.

IROs are playing a significant role in this effort, often collaborating with the corporate secretary and others in 1) investor engagement efforts to ascertain investors' governance and proxy voting hot button issues, and 2) in improving their companies' proxy messaging and related disclosures. Here, some are contributing to creative re-designs of proxy materials, as well as efforts to re-engage with their retail investors. For many IROs, this represented "more work," but may also have gained them "seats at additional tables," including important visibility to the Board.

In this cross-functional panel, an IRO, a corporate secretary, a leading institutional investor and a proxy advisor will discuss the landscape and what best practices are emerging.

Moderator/Lead Speaker:
Ron Schneider, Senior Vice President
Phoenix Advisory Partners

Panelist(s)/Co-Speaker(s):
Kenneth A. Bertsch, President & Chief Executive Officer
Society of Corporate Secretaries & Governance Professionals

Robert McCormick, Chief Policy Officer
Glass-Lewis

Jim Ryan, Director, Investor Relations
Curtiss-Wright Corporation

Robert Zivnuska, Director, Corporate Governance and Responsible Investment
Blackrock
    Learning Objectives:
  • Attendees will learn how to enhance their company's governance profile and perception, including collaborating with key constituencies, such as the corporate secretary and compensation committee of the board
  • Attendees will learn best practices in investor engagement as well as superior messaging, which will permit them to apply these as appropriate at their companies
  • Attendees will learn how to avoid common compensation and disclosure pitfalls which can result in sub-optimal Say on Pay and even Director election votes, thus helping their companies mitigate negative publicity and related risk
 
 
* Draft description as of 6/28 3:51 pm, subject to change
 



Why Now?
Companies are maintaining record amounts of cash on their balance sheets. How this cash is ultimately reinvested in the business or distributed to shareholders is a decision facing corporate management. Given the volatility of the capital markets and lower investment returns, dividends and buybacks could have a larger impact on overall total shareholder return.
Actionable Takeaway Documents
  • Presentation will include numerous charts and tables illustrating longer-term returns for the five uses of cash strategies included in the study.

Session Material
Attendee access, log-in required
Uses of Cash and Subsequent Returns on Share Prices*
Tue - Jun, 5 | 3:30 pm - 4:45 pm
Location: 6C (Convention Center Level 6)
Category: Capital Markets | Secondary Category: Investment Process

Companies must determine the most optimal uses of their cash and borrowing capacity. Does it make sense to reinvest internally, make acquisitions, or distribute to shareholders by declaring dividends and/or buy back their shares? This presentation provides the results of a 20+ year study (updated through December 2011) that illustrates by market cap size, economic sector and investment style (growth or value) and compares the various use of cash strategies by total return. The study includes both bull and bear market cycles.

Moderator/Lead Speaker:
Mark Meierhoffer, Practice Leader and Senior Consultant
DeMarche Associates

Panelist(s)/Co-Speaker(s):
J. Scott Di Valerio, Chief Financial Officer
Coinstar

Sonia Jain, Senior Director of Finance & Treasurer
Coinstar
    Learning Objectives:
  • Understand how different uses of cash strategies affect total investment returns
  • Understand how companies of differing market cap size and investment style perform differently
  • Determine what effects cash flow, P/E, and leverage have on returns
 
 
* Draft description as of 6/28 3:51 pm, subject to change
 



Why Now?
SRI is becoming more important with mainstream investors increasingly incorporating these factors into their investment decisions. The market for responsible investments has grown strongly in recent years. Demand from (public) institutional investors and high-net-worth individuals have been among the main driving forces behind this development. We expect the growth trend in responsible investing to continue in the medium term, especially in Europe but also in the US, with tailwind from various quarters.
Actionable Takeaway Documents
  • Top 10 Do's and Don'ts in doing successful IR geared toward SRI investors

Session Material
Attendee access, log-in required
Why Effectively Communicating on ESG Issues Matters Globally*
Tue - Jun, 5 | 3:30 pm - 4:45 pm
Location: 6D (Convention Center Level 6)
Category: Global IR

Global investors are taking note of the alphabet soup of social, environmental, and governance concerns. Learn the value to IR programs and why IR should take note. Hear about the increasing importance of SRI (Socially Responsible Investment) and ESG (Environmental, Social, and Corporate Governance) for all types of investors in order to grow the shareholder base. Learn the particular information needs of SRI investors, how these may differ from one region to another, and how to incorporate sustainability into corporate reporting.

Moderator/Lead Speaker:
Nils Paellmann, PhD, Vice President, Investor Relations
Deutsche Telekom, Inc.

Panelist(s)/Co-Speaker(s):
Jennifer Coulson, Manager, Shareholder Engagement
British Columbia Investment Management

Erika Karp, Managing Director, Head of Global Sector Research
UBS Securities LLC

Jane Okun Bomba, Senior Vice President & Chief Sustainability, IR & Communications Officer
IHS, Inc.

Mariela Vargova, Ph.D., Senior Sustainability Analyst, Socially Responsive Investments
Rockefeller Financial Asset Management
    Learning Objectives:
  • Understand what Socially Responsible Investment and ESG are about for investors, analysts and companies
  • Learn how to reach out to SRI investors globally
  • Get prepared for integrated reporting
 
 
* Draft description as of 6/28 3:51 pm, subject to change
 



Why Now?
Competing for investor attention has never been more difficult. There are more public companies than ever before, fewer analysts and a highly competitive investor marketplace. Many companies, however, continue to use presentations that miss the mark. The visuals are often difficult to read, the slides are cluttered and most important, the reasons for investing in the company not clear.
Actionable Takeaway Documents
  • A comprehensive 80 slide handout which includes the six step framework, numerous examples and tips
  • A Presentation Audit for participants to use evaluating their own presentations and a handout on utilizing presentation and visuals on the road

Session Material
Attendee access, log-in required
Creating Compelling Investor Presentations*
Tue - Jun, 5 | 3:30 pm - 4:45 pm
Location: 611-614 (Convention Center Level 6)
Category: Communications | Secondary Category: IR Marketing/Outreach

The session will explain everything you need to know about creating a compelling presentation. Participants will learn the six keys to success:

1. Recognizing the specific needs of an investor audience

2. Developing clear messages

3. Organizing the content into a logical flow that tells a story

4. Creating high-impact visuals

5. The role of design

6. Effective delivery

It is a practical session and includes numerous examples of effective slides.

Moderator/Lead Speaker:
David Fine, Principal
Fine Communications

Panelist(s)/Co-Speaker(s):
Jane Elliott, Senior Vice President of Strategic Planning and Investor Relations
Global Payments, Inc.

George Rosche, Investor Relations Leader
Owens Corning
    Learning Objectives:
  • How to create an effective presentation
  • Attendees will learn how to maximize the effectiveness of visuals and combine with messaging
  • Attendees will also learn effective delivery of messaging and will understand the importance of using presentation materials on the road in marketing and investor outreach
  • Discussion around what portfolio managers want to see in presentations to ensure they get passed to analysts
 
 
* Draft description as of 6/28 3:51 pm, subject to change
 

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