NIRI SOUTHWEST REGIONAL
CONFERENCE 2016

SEPTEMBER 29-30 | AUSTIN | HYATT REGENCY LOST PINES

Hosted by the
NIRI DFW and Houston Chapters

REGISTRATION INFO

DFW and Houston Chapters are again delivering Texas-sized NIRI programming and networking at the Annual NIRI Southwest Regional Conference.  Join us in Austin to collaborate and share best practices through programs built upon the Body of Knowledge framework for the newly launched Investor Relations Charter (IRC).  In addition, valuable career development sessions will set you apart and enhance your career advancement goals.  CLE credits are being offered for the conference - more details on how to sign up for that will be available shortly.

         For a complete bio of each speaker or to see our sponsors' websites, click on their names highlighted in blue. 

Thursday, September 29

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Golf Event

7:00 am - 11:00 am

Wolfdancer Golf Course

Play this 18-hole award winning golf course with your colleagues and clients.  On the registration website, you can sign up to play individually or as a sponsor, you can purchase a foursome.

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Registration

10:00 am - 1:30 pm

Lost Pines Ballroom

 

Register at the hotel and for the conference picking up your conference bag, badge and other material.

Sponsored by the New York Stock ExchangeComputershare and Alliance Advisors

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Keynote:  Build Your IR Career

1:30 pm - 2:30 pm

Lost Pines Ballroom

 

Do you want a career in IR that grows in responsibility, leadership opportunities and compensation? It won’t happen by accident. That’s a Fact.

 

Smooch Reynolds, Managing Partner,  Global Investor Relations and Communications Practice Group, DHR International

Smooch, a top IR career development expert, successful author and Fortune 500 management consultant, joins us for an engaging presentation on the critical skills required to advance your career goals. During this 60-minute presentation, Smooch will share insights gained from developing top talent and placing many IR professionals along their career trajectories.  

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Developing a Professional Online Persona

 2:30 pm - 3:30 pm     

Lost Pines Ballroom

 

Welcome to the digital age where LinkedIn is your public business face, your networking tool and literally a link to past and future business opportunities. This session takes a deep dive into what makes a powerful online presence in order to stay relevant in your industry, build your professional credibility and get the most out of your career goals. Whether it’s blogging, Twitter, LinkedIn and other social sites, you’ll gain incredible insight into how to influence your online brand image.

 

Judie Collins, a top career development coach from Challenger Gray & Christmas, will share some of her most valuable tips, tricks and trade secrets to developing your unique on-line business persona. Challenger Gray & Christmas is a global career development firm helping individuals maximize their use of the on-line tools available for networking, career development and professional branding.

 

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Vendor Showcase Break

3:30 pm - 4:00 pm

Lost Pines Ballroom

 

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Value of IR - CFO Fireside Chat

4:00 pm - 5:00 pm

Lost Pines Ballroom

 

Moderator: Stacie Swanstrom, Senior Vice President, Corporate Solutions, Nasdaq

Panel:            Ryan Newberry, CFO, Milestone Apartments REIT

                          Lynn Atchison, former CFO, HomeAway,Inc. 

 

This session promises a look inside the minds of public company CFOs to learn what traits they value most in an IRO, how they approach IR and what skills they recommend IROs continue to build to advance their careers.  

 

Sponsored by Chorus Call

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Welcome Reception

6:00 pm - 7:00 pm

Riverside Terrace overlooking the Lower Colorado River

 

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Texas Barbeque Buffet

7:00 pm - 9:00 pm

LBJ Pavilion 

 

 Sponsored by Ipreo

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Country Western Dancing and Late Night Happy Hour

9:00 pm - ??

Riverside Terrace

 

Put on your boots and best jeans for some western dancing at the beautiful Riverside Terrace. With an instructor to lead us through some classic and new swinging steps, it promises to be a fun-filled evening.  

 

Sponsored by the NIRI DFW and Houston chapters.

Friday, September 30

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Continental Breakfast/Vendor Showcase

7:00 am - 8:00 am

Lost Pines Ballroom

Grab a bite to eat and visit with our vendors in the showcase area.

 

Sponsored by ModernIR

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Keynote: Texas Politics and the Potential Impacts from the Presidential Election

8:15 am - 9:15 am      

                              Lost Pines Ballroom

Nelda Luce Blair, CEO, The Blair Law Firm

From her various professional perspectives, and with a distinctly Texan attitude, Nelda will provide fresh and thought-provoking commentary on the politics and economy of Texas. Nelda’s personal anecdotes of dealing with challenges in managing local economic development, and the impact of growth and change, should generate both entertainment and introspection.  Lively discussion about how Texas affects the rest of the nation, as well as the upcoming Presidential election, will provide an eye-opener for this early Friday morning session.

 

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Breaking through the Capital Markets' Noise to Drive Fair Valuation

9:15 am - 10:15 am       

Lost Pines Ballroom

Do you know who is influencing your stock’s price and why? Is the price being set by rational investors who understand the fundamentals of your business or is your share price at the mercy of dark pools, options traders and shorts?

 

Tim Quast and the big brains at Modern IR have developed analytical tools to help IROs answer these questions and develop deep knowledge of their investors, market behaviors, targeting and stockholder engagement. At SWRC, he’ll share some of his most valuable insights to arm IROs with the knowledge it takes to answer executives and board members when they ask, “Who is trading our stock? What is moving our stock price today?” Don’t miss this session.

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Vendor Showcase Break

10:15 am - 10:45 am

Lost Pines Ballroom

 Sponsored by AST &  D.F. King

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Mastering Message Development - Building Blocks of Messaging

10:45 am - 11:45 am     

Lost Pines Ballroom

Message development is art based on science. This session delivers lessons in the fundamentals of message development from a panel moderated by Ed Trissel, Partner at Joele Frank, one of the top strategic financial communications and investor relations firms. 

 

You’ll also hear how seasoned IROs use core messages to ensure that all company and executive communications are consistent, convincing and compelling across internal and external audiences.

 

Moderator:   Ed Trissel, Partner, Joele Frank

Panel:              Dan Cravens, Managing Director, Investor Relations, American Airlines

                            Lance Loeffler, Vice President of Investor Relations, Halliburton Company

                            David Lehmann, CFA, Portfolio Manager, Luther King Capital Management

 

Sponsored by PR Newswire

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Lunch

11:45 am - 1:00 pm

Lost Pines Ballroom

Lunch and Learn Roundtable Discussions

Discussion Leaders:  

        Serena Ehrlich, Director, Social and Evolving Media, Business Wire

 

Sponsored by Q4 and  Computershare

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Lies, Damm Lies, and Earnings Models: Improving Communications with Analysts

1:00 pm - 2:00 pm   

                               Lost Pines Ballroom

For Wall Street analysts and issuers to arrive at fair valuations, it’s critical that robust communications take place to ensure correct information and reasonable forecasts are appropriately modeled.

 

We’ll empanel a group of IROs and sell-side analysts to share their approaches to developing models and forecasts and aligning those with their Wall Street counterparts

 

Moderator:      Jason Landkamer, Director, IR, Fluor Corporation

Panel:                 Theodore O'Neill, IRC, Director, IR, Corbin Perception

                              Jeff Houston, Managing Director, Navidar

                              Jonthan Donnel, Equity Research Analyst, Scotia Howard Weil 

                           

Sponsored by Virtua Research

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Short Attacks: Best Practices in Managing the New "Wolf Pack"

2:00 pm - 3:00 pm

Lost Pines Ballroom

Short sellers are not a new breed but the coordinated wolf pack attack is gaining speed and posing a serious and growing threat on companies. While each short attack is unique, the disruption and stock manipulation, combined with the lack of disclosure requirements can wreak havoc and present unique challenges for IROs.  These ringleaders and their pack often exert distorted influence on a company’s shareholder base. The panel will analyze the complex schemes and techniques of these short attacks and what IROs can do to prepare and defend themselves.

 

Hear from IROs who survived these grueling attacks as they share their battlefield experiences. A session not to be missed.

 

Moderator:   James Lucas, Senior Counselor, Abernathy MacGregor Group

Panel:              Clay Jeansonne, Vice President, Investor and Public Relations,  LINN Energy

                            Frank Molina, SVP, Investor Relations & Treasury, ClubCorp Holdings, Inc.

                            Barry Sievert, SVP, Investor Relations, Sabre Corporation

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Vendor Showcase Break

3:00 pm - 3:30 pm

Lost Pines Ballroom

 Sponsored by AlphaSense

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Closing Session:  Building Brands by Bridging IR Strategy and Corporate Communication

3:30 pm - 4:30 pm    

                              Lost Pines Ballroom

 

Brands are defined by all of the communications put forth by the company. Whether to Wall Street analysts, customers, employees, regulators or community partners, the communications from a company must be consistent and aligned to maximize the brand’s value. Toward that end, many companies combine the strategy and leadership of IR and corporate communications into a single executive role within the company.

 

Jenny Kobin, Partner with IR Advisory Solutions, moderates a panel of IROs who own the dual disciplines. She will explore how each has successfully navigated consistent messages across the organization and how unified communications maximizes the value of the brand and supports the reputation of the company.

 

Panel:

Darcey Matthews, Vice President, IR, NCI Building Systems

Sean O'Neill, VP,  Investor Relations, Communications and Branding, Ensco plc

 

 

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Closing Remarks, Prize Drawings and Conference Conclusion

4:30 pm - 5:00 pm

Lost Pines Ballroom

 

 

NIRI SWRC continues to offer outstanding value to attendees and sponsors. And this year with uncertain times in some industries keeping budgets tight, we've negotiated even better room rates and reduced the registration to make the ROI on this year's SWRC too good to pass up.  This should give you one more reason to attend this year’s conference.

 

Registration Rates

Early Bird

Before August 15


Member: $275

Early Bird

Before August 15


Non-Member: $375

Standard

After August 15


Member: $325

Standard

After August 15


Non-Member: $450

Cancellations made after August 15, 2016 are subject to a $50 administrative fee. No refunds for cancellations made after September 1, 2016.

Registration Information

The registration website has been created for both attendees and sponsors.  Just click the button below and follow the prompts.  

If you have any difficulty or questions, please contact Nan Matthews, Event Coordinator at 303-843-6414 or niri-swrc2016@themattgrp.com

Hotel Photo

HOTEL

Explore our luxurious Texas wilderness escape nestled between Austin and Bastrop, TX. Our resort features comfortable rooms, luxurious amenities, and on-site recreation and entertainment adjacent to McKinney Roughs Nature Park, an 1,100 acre wilderness area.

Room Rates

OUR ROOM BLOCK FOR WEDNESDAY, SEPTEMBER 28 AND THURSDAY, SEPTEMBER 29 IS SOLD OUT. 

WE ARE TAKING NAMES FOR A WAITING LIST, BUT WILL NOT KNOW IF ANY ADDITIONAL ROOMS WILL OPEN UP UNTIL THE SECOND WEEK IN SEPTEMBER.  EMAIL niri-swrc2016@themattgrp.com TO BE ADDED TO THAT LIST.

PLEASE SEE THE ALTERNATE HOTEL OPTION LISTED BELOW.

For Wednesday and Friday reservations only, contact Lost Pines as described below:

       Hyatt Regency Lost Pines is offering SWRC attendees its group conference rate of $199.00 per night (single or double occupancy plus applicable taxes)

       The NIRI SWRC discounted hotel rooms will be available for call-in or online reservations only until September 7, 2016.

 

Location + Contact

Hyatt Regency Lost Pines Resort & Spa
575 Lost Pines Road
Lost Pines, TX 78612
1.512.308.1234

BOOK HOTEL

Alternate Hotel Option

We have reserved rooms at the Holiday Inn Express, Bastrop, Texas, a 20 minute drive to Lost Pines. King single rooms are available for Wednesday, September 28 and Thursday, September 29.

Rate:  $126.40/night not including applicable tax

To make a reservation, call 512-321-1900, indicate the meeting as "National Investor Relations Institute," and ask for the EG1 Group Rate

PLEASE NOTE THIS ROOM BLOCK EXPIRES SEPTEMBER 8!

For questions, please contact Nan Matthews, 303-843-6414 or niri-swrc2016@themattgrp.com.

TRAVEL

In grand Texas-style, Austin is known for being the Live Music Capital of World. It not only is the fastest growing of the largest 50 U.S. cities, it's the second largest state capital.

Join us as we 'keep Austin wierd' and usher in a high-powered SWR conference experience.

Getting to Austin/Transportation by Air

Austin is easy to get to by flying into Austin-Bergstrom International Airporat (ABIA). The Austin airport is approximately 20 miles/30 minutes from the Hyatt Regency Lost Pines Resort. The following major airlines fly into Austin:

  1. American Airlines
  2. Delta Airlines
  3. Frontier Airlines
  4. jetBlue Airways
  5. Southwest Airlines
  6. United Airlines
  7. Virgin America

TAXICABS

A cab ride will cost approximately $45 one way from the airport to the resort.  Some options are:

Carpitality Transportation Services     512-985-7933     www.carpitality.com

Thomas     512-662-2040     tomas.austincab@gmail.com

Joseph Beers, Austin Cab 12     512-587-6654

 

AIRPORT SHUTTLE

Airport Super Shuttle provides transportation to and from Hyatt Regency Lost Pines and the Austin-Bergstrom International Airport, 24-hours a day, every day. At the airport, follow the signs from the baggage claim area to the Super Shuttle ticket counter located near baggage carousel one. You can purchase your shuttle ticket there. Advance reservations via Super Shuttle are also available. You may also schedule your return shuttle reservation at the Super Shuttle ticket counter.

  1. Super Shuttle: 1-800-BLUE VAN (258-3826)
  2. On-Line Reservations: www.supershuttle.com
  3. 24-hour advance notice is recommended for trips from the resort to the airport.

RESORT PARKING

  1. Self-Parking: Complimentary
  2. Valet Parking: $25 per day, with in/out privlieges

NIRI Chapters could not offer the educational opportunities to members and guests, if not for the continuing support from our service providers.  On behalf of all NIRI members in the Southwest - THANK YOU!

Sponsorship Opportunities

SWRC has proven to attract IR practitioners from all areas of the southwest region. Through the combined efforts of both DFW and Houston chapters, we expect to maximize attendance at this year’s conference. Sponsorship opportunities have been uniquely designed to amplify your exposure and promote your company's products and services. 

For sponsorship inquiries, contact  Liz Kline at lizk@eisenberginc.com or Hala Elsherbini at Hala@HalliburtonIR.com.

For information on 2016 NIRI Southwest Regional Conference Sponsorship opportunities, click here.

Sponsors

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Wolfdancer Golf Course

Enjoy championship level services and facilities at this award-winning Texas golf course.  The course reflects a respect for the historic land upon which it stands and offers a world-class experience for both seasoned and occasional golfers.

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Horseback Riding and More

Renegade Trailhead brings the joy of the outdoors to guests of Hyatt Lost Pines Resort & Spa – offering trail rides, trap shooting, archery tag, bass fishing and more. The rustic, lodge-like Renegade Trailhead is located along the resort's winding entry drive, and a guest shuttle is available from the resort lobby. Knowledgeable instructors provide safety equipment and guidelines for all activities to ensure that guests are comfortable prior to experiencing their great outdoor adventure.

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Crooked River Water Park

Featuring the 1,000 ft. flowing Crooked River, active pool, adult pool, sandy beach, kiddie pool, whirlpools, splash pad, two-story water slide and shaded decks.

 

 

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Kayaking on the Lower Colorado River


Experience the scenic beauty of the Lost Pines region by kayak or float on the serene waters of the lower Colorado River. Each water excursion is led by McKinney Roughs Naturalists - all certified Aquatic Rescue Professionals.

 

Click on the session topics below to view the presentations from the NIRI 2016 Southwest Regional Conference.​​​​​​ ​​​​Adobe Reader is required to view the documents. Attribution must be properly maintained in the use of any of the documents.

Check back after the conference for downloadable documents from the conference sessions.

Document Title: Super Descriptive Name Goes Here

Author Info: Name, Title, Company

Co-Chairs

Brent Anderson, Meritage Homes
972-580-6360
brent.anderson@meritagehomes.com

Hala Elsherbini, Halliburton
972-458-8000
hala@halliburtonir.com

Liz Kline, Eisenberg and Associates
214-528-5990
lizk@eisenberginc.com

Darcey Matthews, NCI Building Systems
281-897-7785
darcey.matthews@ncigroup.com

Event Coordinator

Nan Matthews, The Matthews Group
303-843-6414
niri-swrc2016@themattgrp.com

NIRI Chapters

NIRI DFW
www.niridfw.org

NIRI HOUSTON
www.niri-houston.org

 

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