2025 NIRI Southwest Regional Conference
August 14-15, 2025 | Clubs of Prestonwood - The Creek, Dallas, TX
Agenda
In today’s uber-competitive market, top Investor Relations professionals need more than just experience, they need a strategy.
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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.
- Heather Davis, Vice President Investor Relations, EVgo
- Moderator: TBD
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.
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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.
Q4
- Leigh Anne Mann, VP Investor Relations, Trinity Industries
- Jeremy Robinson, CEO, Cardboard Spaceship, LLC
- Jason Landkamer, VP & Head IR, Fluor
- Investor Relations, Southwest Airlines
- Moderator: TBD
- Robert McDonald, CPA, CFA, IRC, VP Treasurer, MV Transportation
- Kevin Weber, VP Finance & Corp Treasurer, Arcosa
- Kristin Boyd, CFO, Cholla, Inc.
- Moderator: TBD
This interactive session is designed for Investor Relations (IR) professionals seeking to harness AI for enhanced communication and decision-making.
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Participants will explore the art and science of crafting effective AI prompts tailored to IR contexts, such as financial reporting, stakeholder engagement, and strategic messaging. Through hands-on activities and real-world examples, attendees will learn to design precise, context-rich prompts that yield accurate and actionable AI outputs. The session will cover best practices for prompt engineering, common pitfalls to avoid, and strategies to refine prompts for complex IR scenarios. By the end, participants will have practical tools to integrate AI into their workflows, improving efficiency and impact in investor communications.
This session is limited to 6 breakout sessions.
- Topic/Breakout #1 – TBD
- Topic/Breakout #2 – TBD
- Topic/Breakout #3 – TBD
- Topic/Breakout #4 – TBD
- Topic/Breakout #5 – TBD
- Topic/Breakout #6 – TBD
- Carla Mashinski, Global Business Executive, Board Member & Author
- Introduction & Platinum Sponsor: DFIN
- Dave Pahl, VP & Head of IR for Texas Instruments
- Moderator: TBD
