Agenda

WEDNESDAY, AUGUST 18, 2010

1:00 - 5:00 p.m.      Taste of New Orleans: Muffaletas, Beignets, Hurricanes, and a walk around town!

Meet in the hotel lobby at 1:00pm or just come meet up with us once you have arrived. This is a casual, "pay your own way" event, so all attendees and guests are welcome. We will start the conference out right by enjoying the best that the Big Easy has to offer!

Itinerary: 1:00pm     Napoleon House

                2:30pm     Cafe du Monde

                3:30pm     Pat O'Brien's

Laissez les bon temps rouler!

 5:00 - 8:00 p.m.    

Registration 

6:00 – 8:00 p.m.    

 

Opening Evening Reception (cocktails and appetizers) at the Hotel Monteleone Riverview Room (Rooftop) hosted by 

 

   

 

THURSDAY, AUGUST 19, 2010

Morning Sessions: (Registration open from 7:00 a.m. - 5:00 p.m.) 

7:00 – 8:00 a.m.     Continental Breakfast - Bienville Room
8:00 – 8:15 a.m.    

Welcome, Introductions and Announcements -
La Nouvelle Orleans Ballroom

8:15 – 9:15 a.m.    

OPENING SESSION: State of the Economy -
La Nouvelle Orleans Ballroom

Speaker: Beth Ann Bovino, Economist, S&P

The conference kicks off with a detailed look at today's economic climate. Beth Ann Bovino will provide insight into the key themes and trends impacting the economy and the investment markets.

 

9:15 – 9:30 a.m.     Break
9:30 – 10:45 a.m.    

GENERAL SESSION: Crisis Communications (with a New Orleans Perspective) - La Nouvelle Orleans Ballroom

Speakers: Michele Lopiccolo, VP Planning and Financial Communications, Entergy; Keith Mabee, Vice Chairman, Dix & Eaton; Kimberly Quillen, Business Editor, The Times-Picayune

Expect the unexpected. Always be prepared. Putting together a plan of action regarding how to respond in crisis situations is vital. Learn best practices for reassuring your employees, shareholders, analysts and executives in times of turmoil.

 

10:45 – 11:00 a.m.     Break
11:00 – 12:00 p.m.    

BREAKOUT SESSION 1: Measuring Success: IR Performance Metrics - Iberville Room

Speaker: Maureen Wolff-Reid, President & Partner, Sharon-Merrill Associates

The old measures of successful investor relations are dead. Say goodbye to valuing your performance based on increased sell-side coverage, X-number of buy-side meetings and annual media hits. To be a prized IRO today, you must serve as your company's Chief Crisis Prevention Officer, Chief Messaging Officer and Trusted Advisor to the Board. With the risk that one Tweet could sink your valuation, your performance will be judged by your ability to think quickly, respond strategically and enhance your company's reputation against a host of new threats to credibility.

BREAKOUT SESSION 2: Working with Buy and Sell Sides -
La Nouvelle Orleans Ballroom 

Speakers: Jeff Smith, Manager of Investor Relations, FedEx; Judson Bailey, Managing Director, Jefferies & Company

Moderator: Sean O'Neill, Vice President, Investor Relations, Ensco plc

With Wall Street as a whole going through dynamic changes: scandals, sell-side shrinking, compensation structure changing, hedge fund/brokerage firm closures - where does the IRO fit in? What are proven methods to increase interaction and impact with the buy-side and the sell-side? Where does paid research fit (or does it)? And how can you make the most of your non-deal roadshows? 

 

Afternoon Sessions:

12:00 – 1:15 p.m.    

Lunch: Round Table Discussions - Royal Ballroom (Lobby Level)

Choose from the following topics: Annual Report Trends, Disclosure Practices and Website Trends, Corporate Social Responsibility, Corporate Governance, Dodd-Frank Bill, Social Media, Shareholder Activism, Integrated Communications, NIRI National, Notice & Access, Working with the Sell-Side, XBRL, Large-Cap Companies, Mid-Cap Companies and Small-Cap Companies.

       
1:15 – 1:30 p.m.     Break
1:30 – 2:30 p.m.    

BREAK OUT SESSION 1: CEO Succession Planning and Shareholder Activism - Examining the Impact - Iberville Room

Speakers: Edward Ferris, Partner, Hedge Fund Solutions; Frank G. Zarb, Partner, Katten Muchin Rosenman LLP

Changing SEC guidance and increasing shareholder activism on the issue places CEO succession as an increasingly important governance issue. Why did the SEC recently change its position? What are shareholders so riled up about? Should your company take a proactive stance on the issue? What advice should IR executives be offering the company and the board? This session addresses these and other related questions on this emerging and important topic.

BREAKOUT SESSION 2: Ins and Outs of a Global IR Program -
La Nouvelle Orleans Ballroom

Panel: Ken Janke, Senior Vice President, Investor Relations, AFLAC; Joe Parsons, Executive Director, Investor Relations, AT&T

Moderator: Jason Landkamer, Manager, Investor Relations, Fluor

A panel of esteemed IRO's from some from well-respected international companies will discuss their efforts to reach engage shareholders, analysts and customers around the globe.

 

2:30 – 2:45 p.m.     Break
2:45 – 3:45 p.m.    

GENERAL SESSION: Demystifying Trading Strategies and Trends - La Nouvelle Orleans Ballroom

Speakers: John Adam, Director, Corporate Strategy, Liquidnet; Frank Hatheway, NASDAQ OMX; Colin Clark, NYSE Euronext 

Moderator: Frank Milano, Director of Investor Relations, Belden

An insightful discussion about the changing structure of our capital markets, the growing trend of moving institutional trading away from the central exchanges and the public view on the open market. This session will focus on understanding how stocks trade in this era of rapid change and the implications for company valuation. Panelists will share information about how follow-on offerings and buy-backs really work today and what the migration from an "investor market" to a "trading market" means to a company's investor outreach. 

 

3:45 – 4:00 p.m.     Break
4:00 – 5:15 p.m.    

GENERAL SESSION: Mergers & Acquisitions from an IR Perspective - La Nouvelle Orleans Ballroom

Speaker: John Lyon, Senior Vice President, Dell Perot Systems

M&A declined in 2009, but statistics show it is on the upswing so far for 2010. Learn from one of the large deals of 2009, Dell's acquisition of Perot Systems. John Lyon will share information about how to communicate with shareholders, board members and prepare for a smooth transition internally and externally. 

 

Evening Event:

6:30 – 6:45 p.m.     Meet in Hotel Monteleone Lobby
(Restaurant is walking distance from hotel)
7:00 – 10:00 p.m.    

Off-site Dinner at the Court of Two Sisters hosted by

FRIDAY, AUGUST 20, 2010

Morning Sessions (Registration open from 8:00 am - Noon)

8:00 – 9:00 a.m.     Breakfast - Bienville Room
9:00 – 9:05 a.m.     Welcome, Introductions
and Announcements - La Nouvelle Orleans Ballroom
9:05 - 10:20 a.m.    

GENERAL SESSION: Changing Landscape of Disclosure -
La Nouvelle Orleans Ballroom

Speakers: Rose Romero, Regional Director, Fort Worth Office, Securities and Exchange Commission; Dionne Rousseau, Senior Partner, Jones Walker  

Moderator: Brendan Sheehan, Executive Editor, Corporate Secretary magazine

An in-depth discussion on the constantly evolving world of disclosure, including Notice & Access news releases, recent regulatory reform and what you need to know as an IRO today.

 

10:20 – 10:35 a.m.     Break
10:35 – 11:50 a.m.    

GENERAL SESSION: Rapid fIRe - La Nouvelle Orleans Ballroom

Rapid fIRe is a fun and exciting way to get informed about what's new in IR today from our own leading practitioners. If you've seen "Pardon the Interruption" or "Around the Horn" on ESPN, you know the format. Our panel will debate (agree, argue, rebut) on the hottest topics in IR and Corporate America, given two minutes per question. The rapid nature of the game insures energy levels are high and information is nonstop!

Panel: Ken Janke, Senior Vice President, Investor Relations, AFLAC; Sean O'Neill, Vice President, Investor Relations, Ensco plc; Geralyn DeBusk, President, Halliburton Investor Relations; Marcy Brand, Investor Relations Director, Southwest Airlines; Jeff Smith, Manager of Investor Relations, FedEx 

Moderator: Tim Quast, Founder and Managing Director, Modern IR

 

11:50 - Noon     Wrap up and adjourn

The National Investor Relations Institute Dallas*Fort Worth Chapter has registered with the Texas State Board of Public Accountancy (TSBPA) as a CPE sponsor. This registration does not constitute an endorsement by the TSBPA as to the quality of our CPE program.