2025 NIRI Southwest Regional Conference
August 14-15, 2025 | Clubs of Prestonwood - The Creek, Dallas, TX
Agenda
10:00 AM – 1:00 PM
Service Partner Set Up Booth
12:00 – 1:00 PM
Registration
1:00 – 1:15 PM
Welcome and Announcements
1:15 – 2:00 PM
Crafting the Perfect Resume: What C-Suite Executives Want in an IR Pro
Program description: In today’s uber-competitive market, top Investor Relations professionals need more than just experience, they need a strategy.
Read more
In this session, Kelsey will share expert advice, cutting-edge techniques, and standout approaches to help you navigate the recruiting landscape with confidence. Whether you’re aiming to excel in your current role, position yourself for future opportunities, enduring the current landscape, or want to uncover what truly sets top candidates apart, this session will equip you with the insider knowledge, strategies, and rules you need to win the game of recruiting.
Speaker(s):
2:00 – 2:45 PM
How to Build Sell-Side Coverage in Today’s Challenging Market
Speaker(s):
- Moderator: TBD
2:45 – 3:15 PM
Break & Service Partner Showcase
3:15 – 4:00 PM
Demystifying Targeting: The Three Most Important Things of All
Program description: Employing the same testing methods used to validate the Fitzcores targeting model, the session will empirically review the effectiveness of common approaches to targeting: peer/industry, style/screening, and scoring/fundamental alignment.
Read more
Following this review, we will discuss the Fitzcores model and application. During the session, participants will be invited to engage the test environment to run their own scenarios, and ample time will be reserved for questions and discussion.
Speaker(s):
4:00 – 4:45 PM
AI and IR – What does this mean for your program?
Sponsored by
Q4
4:45 – 7:00 PM
Reception and Service Partner Showcase
7:30 – 8:00 AM
Registration
8:00 – 8:15 AM
Welcome and Announcements
8:15 – 9:00 AM
Unique Options for Investor Days
9:00 – 9:45 AM
The Debt Markets, Rating Agencies and the IRO
Speaker(s):
- Robert McDonald, CPA, CFA, IRC, VP Treasurer, MV Transportation
- Kevin Webber, VP Finance & Corp Treasurer, Arcosa
- Kristin Boyd, CFO, Cholla, Inc.
- Moderator: TBD
9:45 – 10:15 AM
Break & Service Partner Showcase
10:15 – 10:45 AM
Interactive AI Workshop
Speaker(s):
10:45 – 11:30 AM
Thought Leader Breakout Sessions
11:30 – Noon
Break & Service Partner Showcase
12:00 – 12:30 PM
Lunch
12:30 – 1:15 PM
Keynote Speaker: “Landing A Corporate Board Position”
Speaker(s):
1:15 – 2:00 PM
Panel discussion – Charting a Course: From IRO to the C-Suite
Speaker(s):
- Lee Ahlstrom, President, Viasat Energy Services
- Josh Wannarka, COO & CFO, Efficient Markets
- Karen David Green, Independent Board Director
- Moderator: TBD
2:00 – 2:30 PM
Break & Service Partner Showcase
2:30 – 3:15 PM
Award-Winning Ways to Disclose Your Capital Allocation Strategy
Speaker(s):
- Dave Pahl, VP & Head of IR for Texas Instruments
- Moderator: TBD
3:15 – 4:00 PM
The Art of Delivering Difficult News
Speaker(s):
- Heather Kos, SVP IR, Builders FirstSource
- Luke Wyse, SVP IR, Triumph Bank
- Kelly Whitley, VP IR, Murphy Oil
- Moderator: TBD
4:00 – 6:00 PM
IR Networking Reception & Service Partner Showcase
6:00 – 7:00 PM
Breakdown
