December 16, 2011

Discussion of regulatory reforms and proxy preparation issues. Presented by Mediant Communications.

November 18, 2011
Chapter Meeting - Dark Pools

Panel
Topic: Chapter Meeting - Dark Pools

October 21, 2011
Chapter Meeting - Global Marketing

Rodolfo Zabisky, Chairman and CEO of MZ Group
Topic: Global Marketing

MZ Group is the world's largest independent IR consulting firm specializing in planning and implementing global investor relations programs among many other services. Mr. Zabisky works from his offices in New York and Brazil and will share with us his firm's perspective on the value of global marketing. Topics will include why to expand your marketing beyond the U.S., who should go and who to go with, where to go (Europe, Brazil, China), managing expectations for measurable results and your future commitment to global marketing, among others. As you can see, there is much to cover in the are of global marketing.

Sept 30, 2011
NIRI Atlanta Fall Conference 2011

EMORY PROFESSOR DR. JEFF ROSENSWEIG
Topic: Potential Impacts of a Volatile Global Economy

Whether you are an Investor Relations professional, Corporate Secretary and Governance professional, Human Resource professional or Financial Analyst, you will find our keynote speaker and panel discussions of interest. The NIRI Fall Conference also provides a great opportunity to network with your fellow industry professionals and expand your scope of contacts, while learning more about current issues that affect you and your management.

May 20, 2011
Components of a Successful IR Program

This meeting focuses on the fundamentals of a successful Investor Relations program. The panel is moderated by Jason Cigarran, Vice President, Investor Relations, Comverge, and participants include Robert Borchert, SVP, Investor & Corporate Communications, MedAssets, Sid Jones, Vice President , Investor Relations Genuine Parts Company, and Jake Hausman, Senior Equity Research Analyst, Raymond James. These panelists will share best practices from the perspective of both the Investor Relations professional and the sell-side.

April 15, 2011
IR Board and C-Suite Reporting

This meeting focuses on meaningful and value-added reporting to the Board and C-suite, presented by an expert panel of IRO's, including Diane Dayhoff of Home Depot, Jeff Dodge of Equifax and Bill McCarthy of Neenah Paper. This panel represents a great cross-section of company size and management priorities for reporting, so will offer valuable insight into how your peers are reporting to these important groups.

March 18, 2011
How the Changing Regulatory Environment is Affecting Investor Relations

This program features speaker Jeff Morgan, President and CEO of NIRI, who leads this Atlanta breakfast program with a presentation of how recent changes in financial regulations may impact the investor relations professional.

February 18, 2011
Leadership Styles, Cultural Influences and Ethical Challenges - Their Relevance in Today's Business Environment

This program features Dr. Paul J. Voss, President of Ethikos, a consultancy specializing in culture, leadership, paradigm shifts, and ethical decision making. Dr. Voss is also an Associate Professor at Georgia State University and offers courses on Shakespeare, Dante, Machiavelli, Business Ethics, Renaissance Literature, and the History of the Book. The session will prove to be thought-provoking, taking a look at leadership styles, cultural influences and ethical decision-making.

January 21, 2011
State of the Markets

Representatives from NYSE Euronext and Nasdaq discuss the state of the markets and their views on the leading issues facing the markets in 2011.

December 17, 2010
Proxy Preparation & Regulatory Reforms

Discussion of regulatory reforms and proxy preparation issues. Presented by Mediant Communications.
Handout document >>

November 19, 2010
Investor Targeting

Discussion of best practices in Investor Targeting. Presented by Brad Cohen, Senior Managing Director, ICR, a leading financial communications consulting firm specializing in investor relations and corporate communications.

October 15, 2010
Communications v. Technical Knowledge

What advances your career? Discussion that will challenge you on having conflict, persuasion, electronic communication, and selling yourself in your career. Plan to leave with a new perspective on communicating in the workplace. Presented by Emory Mulling, Chairman and Founder, Mulling Corporation, who for 25 years has been executive coaching individuals on communication, interpersonal and leadership skills.

September 24, 2010
NIRI Fall Conference

Whether you are an Investor Relations professional, Corporate Secretary and Governance professional,
Human Resource professional or Financial Analyst, you will find our key note speaker and panel discussions of interest toPARTICIPATE - LEARN - LEAD

Welcome: Jane Elliott, President NIRI Atlanta

Opening Remarks: UPS - Kurt Kuehn, CFO

First Panel:

Views From the CFO Chair:
Topics that are top-of-mind with chief financial officers
from a variety of companies in the Atlanta area.

Jerry W. Nix, Genuine Parts (large cap)
David Mangum, Global Payments (mid- cap)
Steve Fisher, Novelis (private):
Moderator: Bob Burton, Principal- IR Squared, LLC

Second Panel:

Changing Regulatory Environment:
How recent changes in financial regulations may
impact proxy, disclosures and other areas.

Dave Bobker - Vice President, Phoenix Advisory Partners Regulatory Changes & Impact on Shareholder Activism
Rob Folinus - VP and Product Manager, Meeting Services, BNY Mellon Impact of Frank/Dodd bill on 2011 Proxy season
Neil Simon, Of Counsel, Jones Day Regulatory Changes & Impact on Disclosure Requirements
Moderator: Eliot Robinson - Partner, Bryan Cave LLP

Key Note Speaker:
Jeffrey S. Sloan, President, Global Payments
"Life in a Public Company"

May 21, 2010
Trading Techniques/Strategies - What is Impacting My Stock Price?

High frequency traders such as market-makers, hedge funds, banks and institutional investors are using computer algorithms to utilize light speed trades of your stock quicker than you can blink your eyes! As traders engage in “flash” trades, turn to dark pools and the like, it’s important to understand the market structure and the environment they are working in, for you to understand how this can affect your stock price, liquidity and volumes. What are the potential risks involved with these and other mechanisms used to get the best pricing? Our panel of distinguished guests will help to answer questions involving trading methodologies of breaking deals, state of “their” volatile business environment and how they communicate with their partners to get through the day for you.

Our Panelists:
Rich Barry, VP of Capital Markets desk at NYSE Euronext, and a floor Governor of the NYSE floor
Mark Goerg, VP and Director of BNY Mellon Capital Markets,Institutional Equity Sales
Chris Rogers, Managing Director, BNY Mellon Global Markets
Moderated by, Chris Taylor, Ipreo LLC, Director of Investor Relations Services

April 16, 2010
SOCIAL MEDIA: PODCASTS, TWITTER, FACEBOOK, MULTITUDES OF FINANCIAL BLOG SITES... IROs NEED TO STAY ABREAST OF THE NEW WAVE OF COMMUNICATIONS!

Question: How many Internet avenues does it take to carry a message?
Answer: ONE!

Does your company use various social Internet sites? How do you measure effectiveness and trafficking?

Viewers read one commentary from a corporate publication, and it's all over the Internet. How do you respond? Do you respond? What effects do negative and incorrect or overly zealous positive statements of others have on the investment decisions of research analysts? Potential investors? Is cost effectiveness overweighing more traditional methods of communication?

Our panel will discuss cost effective tools to use that help your potential investors, research analysts and shareowners learn the right message about your company via the Internet.

Learn other viewpoints and communication strategies from seasoned communicators using the tools of today.

Panel Members:

Norman Black, Director of Global Media Services, United Parcel Service, Inc.
Delia Moore, Manager, Investor Relations, Aflac, Incorporated
Chris Fetty, Vice President of Sales, North America, PrecisionIR Group
Eric R. Warner, North America Commercial Manager - Investor Relations Services Corporate Services,
Thomson Reuters

March 19, 2010
Program: Our March program was helpful with the buy and sell side of targeting, the available tools to utilize and how to position yourself for discussions with targeted and valued investors. This is your chance to hear industry experts provide the right answers! Approaching the topic from three viewpoints, the tools and studies, leveraging sell side to identify targets and preparing for the buy side meeting, our experienced professionals will provide insight for your plan development for 2010.

Speakers:
Peter Juhng, Partner, Ilios Partners. Peter will discuss available Targeting Tools and Studies to help uncover ideal targets. Peter Juhng joined Ilios Partners, LLC in June 2002 as a Partner to build IRNavigator, which in 2007 was named Best Service Provider by the Corporate Executive Board's CRM Service Vendor Ratings. He has worked on building IRNavigator, Hot Targets, support applications, and database and research staff at Ilios Partners. Mr. Juhng was formerly a Director at Thomson Financial. Ilios Partners is the pre-eminent provider of global securities surveillance and investor relations support to a wide range of corporate, investment banking, and investor relations consulting firms. They also provide investor relations support for corporate clients, including targeting and investor perception studies.

Bill Chappell, CFA, Managing Director and Senior Equity Analyst, SunTrust Robinson Humphrey Bill will discuss Leveraging Sell Side Relationships to:
- Obtain market intelligence to help identify targets
- Open doors with targeted investors
- Assist with planning non-deal roadshows

Bill Chappell is a Managing Director and senior equity analyst at SunTrust Robinson Humphrey covering consumer product companies and food companies. He currently covers 20 companies including Procter & Gamble, Colgate-Palmolive, Newell Rubbermaid, Ralcorp, and Flowers Foods. Prior to joining the firm in 2000, Mr. Chappell worked as a senior analyst at J.C. Bradford & Co. covering the enterprise software sector. Mr. Chappell is a Chartered Financial Analyst (CFA) and a member of the Atlanta Society of Financial Analysts.

Randy Loving, CFA, Sector Portfolio Manager, Silvant Capital Management Randy brings the Approach to the Buy Side: - Asking directly for a meeting - What you should know before requesting a meeting - Who should be present at the targeting meetings (ex. CEO, CFO, IRO) - What type of follow-up is recommended after the meeting James R. (Randy) Loving, CFA serves as a Sector Portfolio Manager of Silvant with financial sector responsibilities. Mr. Loving joined Silvant in 2006 and worked as an analyst on the Silvant Large Cap Core Equity product in the financial sector. Previously, he worked as an equity analyst for SunTrust in the Personal Asset Management division covering large cap equities. He has over 11 years of investment experience. Randy Loving is a CFA Charterholder.

February 19, 2010
Program: Board member, Quinn Hudson moderatse a panel of professional corporate communications executives who will share their experiences and techniques on how to best communicate with shareholders, customers, regulators and employees.

Speakers: Steve Soltis, former director of executive communications at UPS, is currently responsible for executive communication and positioning for the chairman and CEO of the Coca-Cola Company and is also the architect of the company's senior executive speakers bureau. Sheila Weidman, head of corporate communications at Georgia-Pacific who reported to Pete Correll, one of the most influential and visible business leaders in Atlanta.

January 22, 2010
Program: Organizing an effective Investor/Analyst Day
Often an overwhelming task that requires a tremendous amount of planning and coordination with senior management. Our panel will provide a broad overview of valuable planning techniques to assist you with a successful investor day that incorporates your corporate message while utilizing the latest technology to promote your story and your brand.
Panel: Jane M. Elliott, VP, Investor Relations, Global Payments Inc., David Fine, President, Fine Communications, Joseph Stanley, President, JCSmedia, Inc.

Download panel presentation >>
Download workshop presentation >>

December 18, 2009
Program: Making the Most of Non-Deal Road Shows
Panel: Alexander Y. “Sandy” Draper, CFA, Senior Vice President, Healthcare Research, Raymond James & Associates
Mary Frances Turnbull , Corporate Relationship Manager, Institutional Equity Sales, Raymond James & Associates ,
Sidney G. Jones, IRO for Genuine Parts.

November 20, 2009
Program: New Rules, New Environment – A Need for Careful Preparation!
Panel: Robert M. McCormick, Chief Policy Officer, Glass-Lewis, Kenneth  S. Janke, Jr., Senior Vice President, Investor Relations, Aflac Incorporated, Reid Pearson, Managing Director, The Altman Group.

October 16, 2009
Program: XBRL may seem like just another SEC document, however, the final presentation may be a tool for shareholder communication! Our panel members will share their insight, expertise and experiences about the implementation of this necessary tool. Panel: Kevin Reilly, Director of Marketing, Bowne and James Anderson, Manager of Financial Reportinng, AGL Resources. Cover photography by chrissavas.com

September 18, 2009
Program: NIRI Atlanta Fall Conference. Network with your fellow industry professionals and widen your scope of contacts while learning more about current issues that affect you and your management.

May 15, 2009
Program: Underwater Option Exchanges: Pleasing Participants, Shareholders and Regulators.
Speakers: Takis Makridis, Equity Methods; and Ron Schneider, Martin Curran and Miriam Solomon BNY Mellon Shareowner Services.

Download Presentation

April 17, 2009
Program: War Stories, Dealing with a Crisis: Views and insights from leading IROs in Atlanta.

March 20, 2009
Program: Dealing with the issues IROs face every day -- An interactive discussion/Q&A with Atlanta investor relations peers.

February 2009
Program: Targeting and Communicating with Investors in a Turbulent Market and Economy. Speakers: Representatives from Deutsche Bank Securities, Raymond James & Associates and consultancy IR Squared.

Panelists:

Lance Spacek
Managing Director
Deutsche Bank Securities

Robert Burton      <<Download Presentation>>
Principal
IR Squared


Wayne Johnson
Managing Director
Raymond James & Associates

Date: Friday, February 20
Time: 7:30 a.m.
Digital Tape Replay: (866) 463-4957
Passcode: 65231
Digital Playback available from: 2/20/2008 to 08/20/2009 11:59 PM Central Time

January 2009
Program: Trading Trends in a Bear Market - Are dark pools, ETFs, etc. having a greater impact on your stock in the current environment? How can you communicate better to your C-suite on how your stock is trading? Speakers: Eric Bernbach, Vice President, Corporate Client Group, The NASDAQ OMX Group, Inc.; John Vogt, Vice President, Investor Analytics, The NASDAQ OMX Group, Inc.; John R. Merrell, Senior Vice President, Global Corporate Client Group, NYSE Euronext; and Rebecca Engmann Darst, Managing Director, Market Access Center, NYSE Euronext
Date: Friday, January 16
Time: 7:30 a.m.
Digital Tape Replay: (866) 373-4994
Alternate Number: (203) 369-0274
Passcode: 13275
Digital Playback available from: 1/16/2009 to 07/16/2009 11:59 PM Central Time

December 2008
Program: Views from the buy-side and sell-side: What do PMs and analysts look for an IRO to provide? Speakers: Erik Granade, Chief Investment Officer, Global Equities, Invesco Global Asset Management; Robert Lee, Managing Director, Research, Keefe Bruyette & Woods
Date: Friday, December 12
Time: 7:30 a.m.
Digital Tape Replay: (888) 769-9757
Alternate Number: (630) 652-3046
Passcode: 7575220#
Digital Playback available from: 11/21/2008 to 05/21/2009 11:59 PM Central Tim

November 2008
NIRI CEO Jeff Morgan will discuss pressing issues for IR practitioners
Date: Friday, November 21
Time: 7:30 a.m.
Digital Tape Replay: (888) 769-9757
Alternate Number: (630) 652-3046
Passcode: 23158948#
Digital Playback available from: 11/21/2008 to 05/21/2009 11:59 PM Central Time

October 2008
Vote 2009 - This coming year's Proxy Issues
Date: Friday, October 17
Time: 8:00 am, Eastern Daylight Time (GMT -04:00, New York)
Speakers: Ron Schneider, Director of Meeting Services, BNY Mellon; Beth Broadwater, Product Manager, BNY Mellon; and Reid Pearson, Managing Director, The Altman Group
Digital Tape Replay: (888) 769-9757
Alternate Number: (630) 652-3046
Passcode:22866382#
Presentation: Vote 2009-This coming year's Proxy Issues


September 2008
Economic Overview - Forecasts and Thoughts about the Economy
Date: Friday, September 19
Speaker: Dr. Rajeev Dhawan, Director of the Economic Forecasting Center at Georgia State University
Digital Tape Replay: (888) 769-9757
Alternate Number: (630) 652-3046
Passcode:22712727#
Presentation: Economic Overview - Forecasts and Thoughts about the Economy