Expertise

Speaking Engagements

As long-time IR practitioners, we are frequently asked to present and moderate educational sessions in our industry. Below are highlights of our recent speaking events:

  • Presenter: The IR Calendar and Strategic IR Planning, (NIRI: The Association for Investor Relations Fundamentals of IR Conference 2023; 2022; 2021; 2020)
  • Moderator: The Rise of Retail Investing, Session: Retail Investors – Efficiency Drain vs. Secret Weapon (NIRI Investor & Issuer Invitational Forum (Big I) 2022)
  • Speaker, Career Development Hub (NIRI Annual Conference 2022)
  • Moderator: Current IR Hot Topics, (NIRI Coffee e-Meetup Virtual Session 2020)
  • Moderator: The Economics of Disruption (NIRI Annual Conference 2020)
  • Chair & Plenary Session Speaker: General Session (NIRI Annual Conference 2020)
  • Moderator: General Session (NIRI Annual Conference 2019, 2020)
  • Organizer: Using the Proxy as a Communications Tool: Getting to the FINISH LINE with Better Outcomes(NIRI Annual Conference 2018)
  • Panelist: In the Transaction Trenches (NIRI Annual Conference 2018)
  • Lead Conference Coordinator: General & Breakout Sessions (NIRI Annual Conference 2017)
  • Moderator: CEO Panel (NIRI Annual Conference 2017)
  • Lead Conference Coordinator: General Sessions (NIRI Senior Roundtable Conference 2016)
  • Moderator: Building Brands by Bridging IR Strategy and Corporate Communications (NIRI Southwest Regional Conference 2016)
  • Speaker: Current IR Issues, Women Corporate Directors (WCD) North Florida Chapter (2016)
  • Moderator: A Price Worth Paying (discussion) – (NIRI Senior Roundtable Conference 2016)
  • Moderator: The Generational Disruption of Leadership, Corporate Governance and IR (NIRI Senior Roundtable Conference 2015)
  • Moderator: Competing for Capital: Challenging Conventional Wisdom on Global Institutional Investors (NIRI Annual Conference 2015)
  • Moderator: Stories from the Trenches: An Off- the-Record Discussion on Recent Successes and Failures in Dealing with Activists (NIRI Annual Conference 2015)
  • Moderator: Enterprise Risk Management: Dealing with and Discussing Emerging Risk” (NIRI Annual Conference 2015)
  • Speaker: IR and Social Media Panel (NIRI Twin Cities Chapter 2015)
  • Speaker : IR and Social Media Panel (NIRI Virtual Chapter 2015)
  • Moderator: Global Issues in IR (NIRI Senior Roundtable 2014)
  • Moderator: IR Measurements: Quantitative vs Qualitative (NIRI Annual Conference 2014)
  • Speaker: IR and Social Media (NIRI Annual Conference 2014)
  • Speaker: Activists Part I: Your Company is the Target (NIRI National Webinar 2014)
  • Moderator: Raymond James CEO Fireside Chat (NIRI Annual Conference 2013)
  • Panelist: Career Path of an IRO – IR Only or Stepping Stone (NIRI Annual Conference 2013)
  • Moderator: Getting the Most of Your First NIRI Conference (NIRI Annual Conference 2013)
  • Moderator: Investor Meetings – Senior Roundtable Breakfast (NIRI Annual Conference 2013)
  • Panelist: Communications Career Pane, University of North Florida, PR Class (2012)
  • Panelist: IR Basics Workshop, Analyst Relations (NIRI Silicon Valley Spring Seminar 2011)
  • Moderator: A Regulatory Update on Dodd- Frank and the SEC (NIRI Research Triangle Chapter Meeting 2011)
  • Panelist: Building IR Teams with Healthy Work- Life Balance (NIRI Annual Conference 2011)
  • Speaker: What’s Coming in 2012? (NIRI National Webinar 2011)
  • Speaker: Managing Expectations: Effective Communication for Strategic Events and Audiences (NIRI Annual Conference 2011)
  • Panelist: Measuring Success for IR Programs (NIRI Senior Roundtable 2010)
  • Speaker: Proven Practices in Working Both Sides of the Street (NIRI Annual Conference 2010)
  • Guest lecturer: Working Effectively with Public Companies, UNC School of Journalism class (2010)
  • Speaker: Website Disclosure: Best Practices (NIRI Webinar 2009)
  • Speaker: NIRI Board of Directors Meeting with the Securities & Exchange Commission Corporate Finance Division (2009)
  • Moderator: Communications for Small Cap Companies (NIRI Annual Conference 2009)
  • Panelist: Reclaiming the Case for Investment in Pharma and Biotech (NIRI BioPharma Roundtable 2009)
  • Speaker: Investor Relations 101 (NIRI New Member Webinar 2009)
  • Co-Chair & Plenary Session Speaker (NIRI Annual Conference 2008)
  • Moderator: Compelling Board Communications (NIRI Annual Conference 2008)
  • Moderator: How Small Companies Can Build a Bigger Following (NIRI Annual Conference 2007)
  • Moderator: All in One: Integrating IR & PR (NIRI Annual Conference 2006)
  • Speaker: Investor Relations: Can We Talk Here (North Carolina Public Relations Seminar 2005)
  • Moderator: Small Cap – Making the Most of What You’ve Got (NIRI Annual Conference 2005)
  • Speaker: Managing IR with Limited Resources (AEA Classic Investor Relations Seminar 2002)
  • Moderator: Allocating Scarce Resources for IR Program (NIRI Annual Conference 2002)