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

In today’s uber-competitive market, top Investor Relations professionals need more than just experience, they need a strategy.

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.

2:00 – 2:45 PM
How to Build Sell-Side Coverage in Today’s Challenging Market
2:45 – 3:15 PM
Break & Service Partner Showcase
3:15 – 4:00 PM
Demystifying Targeting: The Three Most Important Things of All

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.

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.

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):
9:45 – 10:00 AM
Break & Service Partner Showcase
10:00 – 10:45 AM
Crafting Precision Prompts: Elevating Investor Relations with AI

This interactive session is designed for Investor Relations (IR) professionals seeking to harness AI for enhanced communication and decision-making.

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.

10:45 – 11:30 AM
Thought Leader Breakout Sessions (6 topics)

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
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
2:00 – 2:30 PM
Break & Service Partner Showcase
2:30 – 3:15 PM
Award-Winning Ways to Disclose Your Capital Allocation Strategy
4:00 – 6:00 PM
IR Networking Reception & Service Partner Showcase
6:00 – 7:00 PM
Breakdown