Events & Presentations

Increased SEC scrutiny and an ever-changing landscape of investor styles, communications tools, and technology compel the investor relations professional to be constantly abreast of the latest best practices and legal rulings.  With these challenges in mind, February’s presentation features an interactive expert panel of legal and investor relations professionals, including Jason Day, Partner – Perkins Coie, William Kent – Director of Investor Relations – QEP Resources, and Jeffrey Sherman – Vice President, Deputy General Counsel and Corporate Secretary – The Spectranetics Corporation.  The panel will cover important fair disclosure topics, including the intersection of social media and Regulation FD, real world disclosure situations and hypotheticals, and best practices in the marketplace for ensuring proper compliance with fair disclosure rules. 

Who:  Jason Day, Partner – Perkins Coie, Denver, CO
          William Kent, Director, Investor Relations – QEP Resources, Inc.
          Jeffrey A. Sherman, Vice President, Deputy General Counsel and Corporate Secretary – The Spectranetics Corporation

Jason Day is a partner with Perkins Coie LLP in Denver, Colorado. Jason focuses his practice on securities regulation, corporate governance and public offerings. Jason counsels many well-known Colorado based public companies on Securities Exchange Act of 1934, NYSE and NASDAQ compliance and disclosure issues. He regularly advises public company executives regarding Regulation FD and other areas of SEC compliance. Jason's securities experience also includes representation of issuers and underwriters in public equity and debt offerings. Jason is a former chair of the Securities Subsection of the Colorado Bar Association Business Law Section and is a frequent local and national speaker on SEC and corporate governance.

William I. Kent has a diverse professional background which includes a number of senior level corporate investor relations positions. Mr. Kent currently serves as Director of Investor Relations for QEP Resources, Inc. (NYSE: QEP), a leading independent crude oil and natural gas exploration and production company based in Denver, Colorado. Prior to joining QEP, Mr. Kent served as Senior Director of Investor Relations for Crocs, Inc. (Nasdaq: CROX). Mr. Kent holds an MBA from the Daniels College of Business at the University of Denver and a Bachelor of Arts degree from Trinity College in Hartford, Connecticut. He serves as a Senior Roundtable Member for the National Investor Relations Institute (NIRI). 

Jeffrey A. Sherman serves as Vice President, Deputy General Counsel, and Corporate Secretary of The Spectranetics Corporation, which develops, manufactures, markets, and distributes single-use medical devices used in minimally invasive procedures within the cardiovascular system. In that role, he oversees corporate governance, securities law compliance, corporate finance, mergers and acquisitions, and the legal aspects of two of the company’s business units. Mr. Sherman earned his J.D. from the University of Michigan Law School. Mr. Sherman graduated cum laude from Miami University, where he received a B.A. in political science and psychology. He also serves as an officer in the JAG Corps of the U.S. Army Reserve and was deployed to Iraq as part of Operation Iraqi Freedom/Operation New Dawn. Mr. Sherman is a former chair of the Securities Subsection of the Colorado Bar Association Business Law Section and served on the Colorado Business Corporation Act revision committee.

11:30AM -12:00PM
Registration & Networking

12:00PM -1:30PM
Lunch & Program

Location:
Denver Athletic Club
1325 Glenarm Place
Denver, CO
Program Cost:

Members: $30
Non-Members: $45

Register for the event online: http://events.constantcontact.com/register/event?llr=emsuvbdab&oeidk=a07eafjd2j889b30599

If you would like to sign up for email alerts whenever a new event has been scheduled, please sign up for Email Alerts.

You may also view recent chapter presentations

Join us for an interactive and engaging session offering attendees access to subject matter experts on various IR hot topics, including:

• Shareholder activism
• Corporate sustainability
• Prioritizing and effectively managing multi-channel communications
• Proxy season shareholder behavior trends
• Delivering ROI from your digital communications program

This fun and different program, modeled after the world café style discussion format, gives attendees the opportunity to engage subject matter experts through informal, small group discussions.  It’s an excellent chance to network with your peers while getting updated on hot topics in the IR field.

Come armed with questions and walk away with answers and insight!  And, most importantly, have fun!

11:30AM -12:00PM
Registration & Networking

12:00PM -1:30PM
Lunch & Program

Location:
Denver Athletic Club
1325 Glenarm Place
Denver, CO
 

Program Cost:
Members: $30
Non-Members: $45

Register for the event online: http://events.constantcontact.com/register/event?llr=emsuvbdab&oeidk=a07eak1m0cg7990ca15

If you would like to sign up for email alerts whenever a new event has been scheduled, please sign up for Email Alerts.

You may also view recent chapter presentations.

Do your company’s investor and corporate presentations tell a compelling story in a crisp, clear way?

Could your presentations benefit from expert insight and recommendations?

Bring your entire communications team to join David Fine, President of Fine Communications, Inc., for a discussion on how to develop high quality corporate presentations and how to avoid common communications pitfalls.  Topics will include:

• Connecting with your audience
• Messaging
• Making a “good” presentation slide
• Presentation flow
• Design tips
• Presentation delivery

Presenter: David Fine -  President, Fine Communications Inc., Toronto, Canada

David has 20 years of senior investor relations and corporate communications experience. He founded Fine Communications in 2000 after serving in multiple and progressively more senior positions in operations, marketing, corporate planning and investor relations with publicly traded firms in Canada. David served as a board director for the Canadian Investor Relations Institute (CIRI) in 1997 and is a past President of the Ontario Chapter of CIRI. He has written articles on business presentations, co-authored "Point, Click & Wow – A Guide to Brilliant Laptop Presentations" and regularly conducts seminars. He also serves as a regular speaker at NASDAQ and NIRI conferences. Mr. Fine has an MBA from the University of Toronto.

11:30AM -12:00PM
Registration & Networking

12:00PM -1:30PM
Lunch & Program

Location:
Denver Athletic Club
1325 Glenarm Place
Denver, CO

Program Cost:
Members: $30
Non-Members: $45

Register for the event online: http://events.constantcontact.com/register/event?llr=emsuvbdab&oeidk=a07eaotunjkf99bf507

If you would like to sign up for email alerts whenever a new event has been scheduled, please sign up for Email Alerts.

You may also view recent chapter presentations.

Join NIRI – Rocky Mountain for a social hour and an interactive panel of Buy Side Analysts from local firms.  Mr. Lee O’Dwyer from Bloomberg will moderate the panel.  Come hear what the analysts have to say on investor relations, interaction with IROs and senior management, getting your stock on their radar and the information they would like to see! 

Mr. Jim Cudahy, the new National NIRI CEO & President, will be stopping in to introduce himself.  Please take this opportunity to make his acquaintance!

Panel Moderator: Lee O’Dwyer

Mr. Lee O'Dwyer, CFA, is an Equity Market Specialist. Drawing from fifteen years of experience in traditional and alternative investments, Lee O’Dwyer helps Bloomberg clients gain maximum leverage of their terminal toward actionable strategies.   Mr. O’Dwyer has a BSc, International Relations from Aberystwyth University. Originally from England, Mr. O’Dwyer is a member of the CFA® Institute and has earned the right to use the Chartered Financial Analyst (CFA®) designation.

Panelists:

Zachary Miller - Three Peaks Capital

Mr. Zachary Miller is a portfolio manager, director of research, and security analyst for equity and fixed income at Three Peaks Capital Management, LLC, which he joined in 2008. He has been a Chartered Financial Analyst charterholder since June 2012.  Mr. Miller obtained a degree in Business Administration with a concentration in Finance and a minor in Economics from the University of Northern Colorado.

Scott Stutzman - Janus Capital Management LLC

Mr. Scott Stutzman is an equity research analyst at Janus Capital Management LLC.  Prior to joining the firm in January 2007, he served as an assistant vice president and a security analyst at The Boston Company Asset Management, LLC, where he analyzed investments for the Dreyfus Founders Mid-cap Growth Fund.   Previously, he held positions at Gulfco Limited, Gen 3 Partners and Booz, Allen & Hamilton.  Mr. Stutzman is a Chartered Financial Analyst charterholder.  Mr. Stutzman received his Bachelor of Science degree from Northwestern University and his MBA, with a concentration in finance, from Columbia University, where he graduated Beta Gamma Sigma.

Cam Philpott - Elk Creek Partners

Mr. Cam Philpott is a CFA and Principal at Elk Creek Partners, an institutional asset management firm focused on small, mid, and mid cap growth portfolios.  He previously served as Senior Portfolio Manager for the Small Cap Growth Equity team at Wells Capital Management, previously Montgomery Asset Management.  He has held investment positions at Boettcher and Company and Berger Associates.  Mr. Philpott received his BA in Economics from Washington and Lee University and a master’s degree in Business Administration from the Darden School at the University of Virginia.

Registration: 5:00PM
Program: 6:000PM

Location:
Elways – Cherry Creek
2500 East 1st Ave #101
Denver, CO

Program Cost:
Members: $15 per person

Register for this event: http://events.constantcontact.com/register/event?llr=emsuvbdab&oeidk=a07eawvtpro94e6a91f

Do you find yourself missing your NIRI peers during the summer "off-season?" You're not alone!

Come join us at Ocean Prime downtown for a summer social event that is pure fun. Drinks, appetizers and great networking opportunities are included, the fun is where you come in.

Bring a friend!

Program Cost:
Members: $15 per person
 

Ready for happy hour, but don’t want to fight for a table?  Join the Rocky Mountain Chapter for food, libations and live entertainment on an uncrowded, gorgeous patio overlooking the 16th Street mall, courtesy of social sponsor RR Donnelley.  This fun event promises to be a great opportunity to network, relax and enjoy the company of your NIRI peers.

When:
Thursday,  August 20, 2015
4:30PM – 7:00PM

Program Cost:
Members: $15 per person

Join us for a social hour and interactive panel of corporate governance experts.  Ms. Valerie Finberg from Level 3 will moderate the panel.  Come hear what the experts have to say about changing landscape in corporate governance, ways to improve governance practices, how to engage successfully with vote decision makers, front burner issues on minds of investors and best practices from the experts viewpoint!

Who:   Valerie Finberg, Vice President of Corporate Communications and Investor Relations – Level 3 Communications, Inc.
            Theresa Molloy, Director of Governance - Prudential Financial, Inc.
            Cathy Conlon, Vice President, Strategic Development – Broadridge Financial Solutions, Inc.

Valerie Finberg is vice president of corporate communications and investor relations for Level 3.  She is responsible for media relations, employee communications, and managing the global investor relations program for the company.   In this role, she directs all external and internal communications, including financial communications for the company.  Ms. Finberg also represents the company with institutional investors and analysts across North America and Europe. Previously, she was a director of product marketing for the company for IP, Ethernet, and voice services. Prior to joining Level 3 in 2003, she was the director of marketing and investor relations for The Management Network Group, a telecommunications consulting firm, and was part of the company's initial private offering team.  She has held various positions throughout the telecommunications industry in business development, marketing and product management, including roles at MCI, Sprint, and Qwest Communications. Ms. Finberg holds a Bachelor of Science degree from the Wharton School of Business at the University of Pennsylvania.

Theresa Molloy is director of governance at Prudential Financial where she develops the communications strategy and outreach plan for Prudential’s shareholder engagement initiative.  In this role she evaluates Prudential's shareholders’ voting behavior and governance policies, as well as proxy advisor recommendations. Theresa is an active member of NIRI, and is currently president of the New York chapter.  She served on NIRI's annual conference committee for four consecutive years.  In 2014, Theresa received both the NIRI National Volunteer of the Year Award and Individual Leadership Award. She has an Honorary Doctorate of Humane Letters from the State University of New York.

Cathy Conlon is responsible for strategy and business development for Broadridge’s $2.0 billion Investor Communications Solutions division.  In this role, Cathy designs, supports and drives on-going strategic plans for the business unit that result in a portfolio of growth opportunities.  Cathy uses her knowledge and experience to apply rigorous strategic thinking and quantitative analysis to develop and test growth opportunities.  During her tenure at Broadridge (ADP), Cathy gained roles of increasing seniority, including Business Development for the Corporate Issuer business; New Product Development, where she was responsible for launching the Broadridge Tax Information Reporting Services (TIRS) product; Strategic Marketing where she helped integrate and manage a newly acquired financial print business; and Strategic Development where she drove revenue growth through  the identification and development of new business opportunities. In this role, Cathy was responsible for the development and implementation of the Virtual Shareholder Meeting platform and is an expert in the use of virtual meetings for public company annual meetings. 

When:
Tuesday,  September 15, 2015
5:00PM – 6:00PM: Drinks and appetizers
6:00PM – 7:00PM: Panel presentation

Program Cost:
Members: $30 per person
Non-Members: $45 per person

As an Investor Relations practitioner, understanding institutional investor perception, preferences and best practices to effectively engage is critical to driving long-term shareholder value.  Rebecca Corbin, Founder and Managing Partner of Corbin Perception, will share her expertise and insights on institutional investor trends, investment thesis positioning and strategic investor outreach and marketing.  Hear about IR best practices, ask questions and network with your colleagues at this interactive presentation and discussion.

Who: Rebecca Corbin, Founder and Managing Partner – Corbin Perception Group

Founded in 2007, Corbin Perception is a leading investor research and IR advisory firm specializing in customized perception studies and value-creating strategies.  Rebecca has extensive C-suite and board-level advisory experience and over the past decade has provided strategic counsel to hundreds of companies worldwide and across diverse sectors.  Her areas of expertise include institutional investor research, strategy development and messaging, investor outreach and engagement, including investor days, as well as IR best practices in general.

Prior to founding Corbin Perception, Rebecca was a vice president with Thomson Reuters, where she successfully established and led the firm's perception study business.  She began her career as a stock surveillance analyst with the Carson Group, covering media and cable companies.

When:
Wednesday,  October 14, 2015
5:00PM – 6:00PM: Drinks, appetizers and networking
6:00PM – 7:00PM: Speaker presentation

Program Cost:

Members: $30 per person
Non-Members: $45 per person

Mix it up - literally! - with NIRI's Rocky Mountain Chapter on November 12 as professional chefs from the Gourmet Spoon teach "A Taste of the Southwest."

Attendees will have the opportunity to learn cooking technique and cooking tips from professional chefs while networking with peers.  The evening will also feature a salsa competition, where groups of attendees will create their own custom salsa, to be judged by one of the Gourmet Spoon's professional chefs.  The evening will culminate with a sit-down dinner featuring the very menu taught by these professional chefs.

Space is limited!!  So sign up today!

(Full menu available at the "Register")

When:
Thursday, November 12, 2015
Time 5:00 PM to 8:00 PM MST

Program Cost: Members: $35 per person

Looking to take your IR career to the next level?

Curious about NIRI's first-ever IR certification program being launched in 2016?

Wondering how the Investor Relations Charter (IRC) distinction could put you on the cutting edge of the IR profession?

Jim Cudahy, President and CEO of NIRI National, comes to NIRI-Rocky Mountain to shed light on these questions and more as our luncheon programs return on December 8.  

Who: Jim Cudahy is President and CEO of the National Investor Relations Institute (NIRI), appointed in 2015. Cudahy previously served as executive director and CEO for the National Court Reporters Association (NCRA), an organization that certifies stenographic court reporters and broadcast captioners while protecting and advancing their professional interests. At NCRA, he managed a staff of 35 and a $7 million budget. Within a career that spans 24 years working in and around associations, Cudahy worked for nine years at CFA Institute as vice president of marketing and communications. There, among his responsibilities, he was responsible for engineering campaigns to build wider recognition and appreciation of the Chartered Financial Analyst (CFA) credential on a global basis.

He holds a Bachelor of Arts from James Madison University, and is a Certified Association Executive.

When:
Tuesday,  December 8, 2015
11:30AM – 12:00PM: Registration & Networking
12:00PM – 1:15PM: Lunch & Program

Program Cost:
Members: $30 per person
Non-Members: $45 per person

Join us for an evening of laughter, networking and good cheer as we celebrate the holiday season and usher in the new year!   

Our 3rd annual December social will again be held in the Blu Lounge at the award-winning Ocean Prime downtown.  Admission includes two drinks of your choice and plenty of delicious appetizers.  

Come, bring a friend or colleague, and raise a glass to a successful year ahead!

When:
Thursday,  December 17, 2015
4:30AM – 7:30PM:

Program Cost:
Members: $15 per person

Do your 1x1 meetings with the buy-side feel more like an interrogation than an interview?

Come join us as we learn interview techniques borrowed from the intelligence community by institutional investors when meeting with your executives.  Institutional investors are hiring private firms to learn interrogation techniques, and frequently the trainers are former intelligence agents themselves. Learn more about these methods to prepare your management team for how 1x1 meetings are changing.

Also included in this presentation is a brief on the current cyber security environment; and what IR professionals and your executives need to know regarding data breaches.

Cyber law will be highlighted with an additional guest speaker: Mr. Doug DePeppe, LLM, JD.

BLACKOPS Partners Corporation, Washington, D.C. - The leading cyber intelligence and strategy advisors to C-levels and boards of the Fortune 1000, government agencies, academic organizations, and research institutions. America's top senior thought leaders strategically teamed from national intelligence, law enforcement, cyber, technology, information security, and management consulting (IBM, CIA, FBI, US Secret Service, EDS, Deloitte Consulting, McAfee).

   CASEY FLEMING

 ·  Chairman and CEO of BLACKOPS Partners Corporation

 ·  Founding executive of IBM’s Cyber division

 ·  Former Deloitte Consulting executive 

                             ·  Began his career with IBM

    DOUG DE PEPPE, LLM, JD

 ·  Head of BLACKOPS Cyber Law and Legal Industry, Washington, DC

 ·  Principal, eosedge Legal, a global Cyber Law firm

 ·  Former Cyber Law advisor to US-CERT

                             ·  Former White House Cyber Initiative Attorney

                             ·  Former Cyber JAG Officer, Unites States Army

When:

Thursday,  January 14, 2016
11:30AM – 1:15PM:

Program Cost:
Members: $30 per person

Non-Members: $45 per person

Program Details:

In today’s environment of increasingly influential proxy advisors and the ever-present specter of activists, the task of engaging with shareholders is expanding beyond investor relations and senior management to include directors who are becoming more involved, particularly on matters related to the board, the CEO and executive compensation.

Please join a panel of experts as they discuss best practices for preparing directors on their approach to shareholder engagement. 

When:

Tuesday,  February 9, 2016
11:30AM – 1:15PM:

Program Cost:

Members: $30 per person

Non-Members: $45 per person

Program Details:

Join us for a fun night out at Maggie Smith's as we toast the completion of another successful earnings season! Food, drinks and plenty of networking opportunities are provided, but the fun won't start until you arrive!

When:

 Program Cost:

$15 per person

Program Details:

IROs – Join us for the spring edition of our IRO Breakfast series at one of 3 locations: in Boulder (at Dushanbe Tea House), in Downtown Denver (hosted by Whitewave Foods) and in Littleton (hosted by Thompson Creek Minerals).  These events are open to IROs only.  IROs – registration links are being sent to your email address!  If you haven’t received the email, please let us know by contacting socialmedia@rockyniri.org

When:

Tuesday, April 5, 2016, 7:30am: Whitewave Foods, Denver, CO 80202

Wednesday, April 6, 2016, 8:00am: Dushanbe Tea House, Boulder, CO 80302

Thursday, April 7, 2016, 7:30am: Thompson Creek Metals Company, Littleton, CO 80120

Program Cost: Free (IROs only)

Thursday,  May 19, 2016

Time:

5:00pm – Registration & social

Program Cost:

Program Details: 

Now that we have four official IR Charter members in our local Rocky Mountain NIRI chapter, why not choose to join the ranks?  

The next IR Certification test will be held in September, and as a prelude, we are hosting a special Breakfast in the Neighborhood event to talk about it.  You'll hear from two of our four IRC's and learn more about study groups, the Book of Knowledge, and tips on what to expect.

Additionally, the Rocky Mountain Chapter will be offering two $500 scholarships for IRC candidates taking the September exam.  Please direct applications and questions to Kathleen Marvin, President: Kathleen.Marvin@csgi.com.  Scholarship application deadline is June 22.

Please plan to join us from 7-8 a.m. on Weds. June 22 at the headquarters of RE/MAX Properties in the DTC at 5075 S. Syracuse St., Denver, CO 80237 (approx. Belleview & I-25).  The early registration deadline for the Sept. 10-17 test period is June 30.  Registration closes officially on July 31st.

More information: contact David Banks, Past President.

When:

Wednesday,  June 22, 2016

Time:

7am – Breakfast and discussion

Program Cost:

Free.  IR Professionals only

Program Details: 

Bring your family and join us at noon for a casual lunch at the Viewhouse before we all head to the 2:10pm Rockies vs. Diamondbacks game at Coors Field.  At $15 per person for lunch, drinks, a game ticket and quality time with your NIRI peers, this event is sure to be a hit!

Kindly sign up by June 16 so we have an accurate count for tickets.

See you there!

When:

Sunday,  June 26, 2016

Time:

12:00pm – Lunch, drinks and social hour at the Viewhouse (2015 Market Street)

2:10pm – Rockies vs Diamondbacks (Coors Field)

Program Cost:

$15 per person 

Program Details: 

Join us for a sumptuous wine tasting and food pairing on an uncrowded, gorgeous patio overlooking the 16th Street mall, courtesy of social sponsor RR Donnelley. This perennial end-of-summer event offers a great opportunity to network, relax and enjoy the company of your NIRI peers.

When:

Thursday, August 25, 2016

Time:

4:30 pm – 7:00 pm

Program Cost:

$15 per person 

Cost includes wine tasting (or other drinks of choice) and hors d’oevres. 

Take a break and join your fellow IR professionals for some end-of-summer fun! Topgolf is a premier golf entertainment complex that combines a friendly point-scoring driving range with the fun of a local summer hangout. 

Don’t golf?  … Hey, still come and enjoy the fun…and you might even win a prize for lowest score! Casual attire is welcome.  Open to coworkers, spouses and non-golfers!

When:

Thursday, September 29, 2016

Time:

4:30 pm – 7:30 pm

Program Cost:

$15 per person 

Cost includes golf, food and drinks.  Clubs are provided.  

Program Details: 

IR Professionals: Join us for the Denver Tech Center edition of our IRO Breakfast “in the Neighborhood” series!  Come and meet up with fellow IR professionals for industry discussion, networking and…the best part…free breakfast!

This event is open to IR Professionals only.  There is no cost to attend.  This is just our way of saying thank you for your participation in Rocky Mountain NIRI this year.  Simply RSVP for the DTC breakfast meeting and we’ll see you there.  We have a corresponding event on October 5^th for those of you located downtown or in the north metro area, if that date and location are more convenient for you.

** Note to DTC Breakfast attendees:  The Arrow Electronics building is located at 9201 East Dry Creek Road, Centennial 80112.  To get there, take the Dry Creek exit from I-25.  The building is located less than a quarter mile west of I-25 on the north side of Dry Creek.  Parking is free, and you can use either the regular or visitor parking.

Special thanks to Steve O’Brien for hosting.

When:

Tuesday, October 4, 2016

Time:

7:00 am – 8:30 am

Program Cost:

FREE 

**IR Professionals only.**  

Program Details: 

IR Professionals: Join us for the Downtown/North End edition of our IRO Breakfast “in the Neighborhood” series!  Come and meet up with fellow IR professionals for industry discussion, networking and…the best part…free breakfast!

This event is open to IR Professionals only. There is no cost to attend.  This is just our way of saying thank you for your participation in Rocky Mountain NIRI this year.  Simply RSVP for the DTC breakfast meeting and we’ll see you there.  We have a corresponding event on October 4^th for those of you located in the Denver Tech Center, if that date and location are more convenient for you.

** Note to Downtown/North End Breakfast attendees:  Trimble Navigation is located at 10368 Westmoor Drive, Westminster 80021.  To get there from Denver, take the Church Ranch Blvd exit from Highway 36 (Boulder Turnpike).  Follow it west to Wadsworth Blvd. (highway 121). Go north on Wadsworth to 108^th avenue.  Turn left (west) and turn right on Westmoor Dr.  Trimble will be on the left about ¾ of a mile.  Parking is free on the North side of the building.

Special thanks to Jim Todd for hosting.

When:

Wednesday, October 5, 2016

Time:

7:00 am – 8:30 am

Program Cost:

FREE 

**IR Professionals only.**  

Program Details: 

Are you prepared should an activist come calling?

Our October panel explores the topic of activism in a way you may not have seen before.  Topics include:

Gearing Up: An overview of the Changing Face of Activism

Taking Action: Activism Self-Assessment & Preventive Measures

Know in Advance: Mock Proxy Battle Dynamics - a panel overview of what to expect. 

Featuring experts in proxy advisement, securities law and strategic communications, this event is one you won't want to miss!

We encourage you to invite your legal counsel and CFOs!

Speakers: 

Waheed Hassan - Senior Managing Director, Alliance Advisors, LLC.

Jason Day - Partner, Perkins Coie, LLP

Eric Brielmann - Partner, Joele Frank, Wilkinson Brimmer Katcher

Sean Radcliffe - General Counsel and Corporate Secretary, Ciber, Inc.

When:

Tuesday, October 11, 2016

Time:

5:00 pm – 6:00pm: Registration, Drinks and Appetizers

6:00 pm - 7:30 pm: Presentations and Panel Discussion

Program Cost:

$30 members

$45 non-members

CFOs, counsel and other executives welcomed! 

Program Details: 

Given the presidential election is just one week before this program date, the post-election topic is very timely. Rich will provide a look into what we can expect to see in the market over the months and quarters following the outcome of the election.

• Potential market impacts

• Future Fed monetary policy and impact to stocks

• A trader's perspective on technicals and fundamentals

Speaker:

Richard (Rich) Barry

Rich Barry is a Trading Floor Governor and Senior Director of Trading Floor Communications of the New York Stock Exchange. Rich runs the NYSE Market Access Center located on the Trading Floor – a group of market professionals and former traders who provide individual stock trading insight and analysis as well as a consolidated view of stock trading to NYSE listed companies. Prior to joining the NYSE in 2008, Rich served as Senior Managing Director and Floor Trading/ Risk Manager for LaBranche and Co. Specialists from 2001-2008. He served as an NYSE Floor Official from 2002 to 2004, and as a Floor Governor from February 2007 until January 2008 when he was appointed Executive Floor Governor. In addition to his management duties at LaBranche, Rich acted as the Specialist-trader in stocks such as Exxon Mobil, Medtronic, MasterCard, Zimmer Holdings, Whiting Petroleum and Dolby Labs. Rich earned his BA in Economics from Fairfield University and an MBA in Finance from Fordham University.

When:

Thursday, November 17, 2016

Time:

11:30 am – Noon  – Registration and Networking

Noon  – 1:15 pm – Speaker Presentation and Q&A

Free valet parking, compliments of NIRI Rocky Mountain.

Program Cost:

Members: $30

Non-members: $45

Guests welcome!

Contact:

Kathleen Marvin
NIRI Rocky Mountain

kathleen@rockyniri.org

303-804-4941

Program Details: 

Have you been thinking about taking the IRC Exam?

Join us for a special “IRC Coffee Talk” at 7am on December 1^st at the Original Pancake House DTC!  This special edition event features an informal and informational discussion with area IROs that have already passed the exam.  Newly certified IROs will shed insight on the tools and logistics you’ll need to gear up for the next IRO testing period in March 2017.  Breakfast for interested IRC test-takers is on us!

Early registration for the IRC exam ends January 4, 2017.

When:

Thursday, December 1, 2016

Time:

7:00AM – 8:30AM 

Program Cost:

Free for IR Professionals

Contact:

David Banks 
NIRI Rocky Mountain

david@rockyniri.org

262-825-8388

Program Details: 

Effective storytelling is a required skill for every IRO.  Kellie Mullen of Ogilvy Public Relations will provide her insights on the following topics:

• Making the Complex Message Simple

• Delivery is More Powerful than Content

• Should I Really Tell My Executive That?

Speaker:

Kellie Mullen

Kellie Mullen is a Senior Vice President with Ogilvy Public Relations. A recovering reporter, Kellie Mullen applies two decades of expertise in executive media coaching, messaging and storytelling for the clients of Ogilvy.

Kellie's tenure in TV and radio newsrooms provided Kellie with an insightful media mindset - understanding the criteria for news, the elements of a powerful story, as well as effective communication techniques. Kellie translates her knowledge of the newsroom to clients through executive media coaching and presentation coaching sessions.

Kellie coaches executives from leading brands, including American Express, Barclays, AstraZeneca/MedImmune, Bill and Melinda Gates Foundation, Deloitte, DuPont, FEMA, FM Global, Molson-Coors, National Cancer Institute (NCI), State Street, United Way of America and Wells Fargo.  Prior to joining Ogilvy Public Relations, Kellie worked as a broadcast news reporter for an NBC affiliate in South Carolina, as a radio news reporter, and as a communications specialist for IBM.

An entertaining and engaging speaker, Kellie has spoken at Domtar's National Sales Conference, NRECA's CEO Close-Up Conference, The American Chemistry Council's CEO Summit, Bausch & Lomb's Leadership Conference, Deloitte's National Public Relations Conference, Women in Technology Conference, NIKE's Asia Pacific PR Summit, Pfizer's AllergyOne Conferences, JP Morgan Partners Annual Meeting, and PRSA's regional conferences.

When:

Thursday, January 19, 2017

Time:

11:30 am to 12:00 pm – Registration and Networking

12:00 pm to 1:00 pm  – Lunch & Speaker Presentation

Program Cost:

Members: $30

Non-members: $45

Contact:

Kathleen Marvin
NIRI Rocky Mountain

kathleen@rockyniri.org

303-804-4941

Kellie Mullen is a Senior Vice President with Ogilvy Public Relations. A recovering reporter, Kellie Mullen applies two decades of expertise in executive media coaching, messaging and storytelling for the clients of Ogilvy.

8100 E. Union Avenue

Denver, CO  237

USA

Google Maps

Program Details: 

Don Rissmiller, Vice Chairman & Chief Research Officer of Strategas Research Partners, will join us to discuss his economic outlook for 2017.  Among the many topics to be discussed, Don will provide his thoughts on the state of the U.S. economy and how it could be impacted by the new U.S. administration, the Federal Reserve's next steps and changing committee composition, the moderating labor market, the concerns surrounding China's growth, and the upcoming elections in Europe.  This is a timely topic for any member of your organization interested in an Economic Outlook, including your CFO, Treasurer, Legal Counsel and other finance members, to name a few.

Speakers:

Don Rissmiller, Vice Chairman & Chief Research Officer

Don Rissmiller is a founding Partner of Strategas and has directed the firm's macroeconomic research efforts since 2006.  He oversees Strategas' thematic research, as well as high-frequency econometric forecasting.  Prior to co-founding Strategas in 2006, Mr. Rissmiller was an Economist and Managing Director at International Strategy & Investing (ISI) Group.  Before joining ISI, he worked at the Federal Reserve Bank of New York, focusing on the analysis of U.S. macroeconomic data and price/wage forecasting models.  He is frequently quoted in the financial press.  He has been the president of the Forecasters Club of New York, a local group of economists.  He serves on the board of Global Interdependence Center (GIC) based in Philadelphia.  Mr. Rissmiller's research has been recognized by Institutional Investor magazine in their annual survey.  He was ranked best up and coming economist in 2008 and was third in their 2009 All-American Independent Research team survey.  Mr. Rissmiller holds an AB magna cum laude in Economics from Harvard.

John Schoger, Managing Director

John Schoger is Managing Director and head of Corporate Services for running the Columbus, Ohio office of Strategas. John has been with Strategas since 2013.  Previously, he was president and co-founder of Voyage Institutional Services from 2003-2013, where he specialized in independent NDRs in the Midwest.  In his career, John has helped hundreds of companies reach high quality investors over the past 16 years.  John has a BA from Miami University in Oxford, Ohio.  

When:

Thursday, February 16, 2017

Time:

11:30 am to 12:00 pm – Registration and Networking

12:00 pm to 1:00 pm  – Lunch & Speaker Presentation

Program Cost:

Members: $30

Non-members: $45

Contact:

Kathleen Marvin
NIRI Rocky Mountain

kathleen@rockyniri.org

303-804-4941

12500 E. Belford Ave., Englewood, CO 80112

Program Details: 

Join us for the South Metro edition of our IRO “Breakfast in the Neighborhood” series! Come and meet up with fellow IR professionals for industry discussion, networking and, the best part, free breakfast! There is no cost to attend. This is just our way of saying thank you for your participation in Rocky Mountain NIRI. IR Professionals only.

* Note to South Metro attendees: Use the Western Union main entrance with flags in front.  Ask for Amy or Renee upon arrival)

When:

Tuesday, February 28, 2017

Time:

7:00AM – 8:30AM 

Program Cost:

Free for IR Professionals

Contact:

David Banks 
NIRI Rocky Mountain

david@rockyniri.org

262-825-8388

OR

Western Union hosts:

Amy Kuark 720.332.2343

Renee Bailey, 720.332.3453

1401 Wynkoop St., Denver, CO 80202

Program Details: 

Join us for the Downtown edition of our IRO “Breakfast in the Neighborhood” series! Come and meet up with fellow IR professionals for industry discussion, networking and, the best part, free breakfast! There is no cost to attend. This is just our way of saying thank you for your participation in Rocky Mountain NIRI. IR Professionals only.

* Note to Downtown attendees: Breakfast will be on the fifth floor in the “Carnitas” conference room. Use metered parking on the street or a paid lot attached to the Chipotle building (entrance from the alley between Wewatta and Wynkoop Streets, just southwest of 15th Street).

When:

Wednesday, March 1, 2017

Time:

7:00AM – 8:30AM 

Program Cost:

Free for IR Professionals

Contact:

David Banks 
NIRI Rocky Mountain

david@rockyniri.org

262-825-8388

OR

Chipotle host:

Mark Alexee, 720-369-4871

5500 Flatiron Parkway, Boulder, CO 80301

Program Details: 

Join us for the North Metro edition of our IRO “Breakfast in the Neighborhood” series! Come and meet up with fellow IR professionals for industry discussion, networking and, the best part, free breakfast! There is no cost to attend. This is just our way of saying thank you for your participation in Rocky Mountain NIRI. IR Professionals only.

* Note to North Metro attendees: The entrance to Clovis at green awning on northwest side of building.

When:

Thursday, March 2, 2017

Time:

7:00AM – 8:30AM 

Program Cost:

Free for IR Professionals

Contact:

David Banks 
NIRI Rocky Mountain

david@rockyniri.org

262-825-8388

OR

Clovis Oncology host:

Anna Sussman, 303-907-5358 (mobile)

5075 S Syracuse

Englewood, CO 80237

USA

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Telling the Capital Allocation Story: Aligning Corporate Strategy, Returns, and Capital Allocation for Investors

Program Details:

Join NIRI’s Rocky Mountain Chapter for its second annual Rocky Mountain Summit, featuring local and national experts in capital allocation and telling the capital allocation story. The event will run from 1:45pm to 5:00pm and will be followed by a happy hour at Shanahan’s Steakhouse from 5:00pm-7:30pm.  (Note: the happy hour is included in the price of the Summit - attendees for the Summit need not register separately for both events.)

Topics for the Rocky Mountain Summit include:

• Capital Markets Overview: Trends and Expectations

• Fireside Chat: Aligning Corporate Strategy and Capital Allocation

• Investor Perspective: Assessment of Return on Invested Capital

• IRO Panel: Insights from the Front Line with our Local Experts

For a more complete description of the event, including speakers and their biographies, see: Agenda and speaker bios

When:

Thursday,  April 6, 2016

Time: 1:45pm – Registration

            Welcome and Program: 2:00pm - 5:00pm

Program Cost:

$30 Members

$45 Non-Members

**Prices include the happy hour at Shanahan’s Steakhouse for Summit attendees

Contact:

Kathleen Marvin
NIRI Rocky Mountain

kathleen@rockyniri.org

303-804-4941

5085 S Syracuse

Englewood, CO 80237

USA

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Program Details:

Join us for a fun happy hour event at the Shanahan’s Steakhouse!  Drinks and hors d’oevres provided. Come socialize with your NIRI peers and sample a taste of one of the best steakhouses in Denver.  Hope to see you there!

This event follows the NIRI - Rocky Mountain Capital Allocation Summit, but you need not attend the Summit to attend the happy hour.  Likewise, attendees for the Summit need not register separately for both events.

When:

Thursday,  April 6, 2016

Time: 5:00pm – 7:00pm

Program Cost:

$15 per person for non-Summit attendees

Contact:

Kathleen Marvin
NIRI Rocky Mountain

kathleen@rockyniri.org

303-804-4941

245 Columbine Street

Denver, CO 80206

USA

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Join us for a fun and informative evening at the Halcycon Hotel in Cherry Creek!  We’ll start the evening by welcoming the newly elected 2017-2018 NIRI-Rocky Mountain Board, then we’ll be treated to a presentation by Rebecca Corbin of Corbin Perception Group about Best Practices and Actionable Strategies for Preparing and Executing Best-In-Class Investor Days.  NIRI’s new President and CEO, Gary LaBranche, will also be there, so don’t miss this timely meet and greet opportunity to learn more about Gary and his insights into IR as he prepares to lead NIRI into its next stage of growth.  Drinks and appetizers will be served.

Best Practices and Actionable Strategies for Preparing and Executing Best-In-Class Investor Days

According to Corbin Advisors’ proprietary research, 89% of investors consider the investor day a valuable use of their time when executed well.  So what should an IR pro be focused on when executing an investor day?  Rebecca Corbin, Founder and CEO of Corbin Advisors, will lead an interactive, educational and thought-provoking presentation from which you will learn valuable insights and strategies to maximize your investor day impact as well as your overall investor relations program. 

About the speaker:  Rebecca Corbin, Founder and CEO– Corbin Advisors

Rebecca Corbin established and manages Corbin Advisors, an industry-leading investor relations advisory firm assisting public companies with creating shareholder value.  She also serves as editor-in-chief of Inside the Buy-side®, a leading industry publication that captures trends in institutional investor sentiment.  Over the past 15 years, Ms. Corbin has provided strategic counsel to hundreds of public companies worldwide and across diverse sectors. 

Rebecca’s areas of expertise include institutional investor research, value creation drivers, strategy and investor relations best practices.  A thought leader and catalyst for affecting positive change, Ms. Corbin has extensive C-suite and board-level consulting experience and, as a subject matter expert, serves as guest speaker at corporate meetings, conferences and is a recurring guest on CNBC.Prior to founding Corbin Advisors in 2007, Rebecca was a vice president with Thomson Reuters where she established and led Thomson’s investor perception study business.

Rebecca serves as a Trustee on the boards of Washington College, The Bushnell Center for the Performing Arts and Hartford Symphony Orchestra.  She is President of the Jim and Rebecca Loree Foundation, a not-for-profit charitable organization that she co-founded with her husband in 2009.

Fireside Chat with NIRI’s New President and CEO

Join us for this timely meet and greet opportunity with Gary LaBranche, NIRI’s new President and CEO. We look forward to this opportunity to learn more about Gary’s insights into IR as he prepares to lead NIRI in its next stage of growth.

Mr. LaBranche, 58, is currently president and CEO of the Association for Corporate Growth (ACG), a global organization of 59 chapters in 10 countries, $29 million in revenue and 160 staff. ACG serves 90,000 investors, lenders, executives and advisors to middle market companies, including 14,500 global members and 1,000 private equity firms.  
 
An association executive for more than 35 years, Mr. LaBranche has served as CEO for three organizations. A leader in the association community, he was named a Fellow of the American Society of Association Executives (ASAE) in 1995, and was the ASAE Key Award winner for 2007, the highest award in the profession. ASSOCIATION TRENDS named him the 2012 Association Executive of the Year. He is also a member of the U.S. Chamber’s Association Committee of 100.

When:

Thursday,  May 18, 2016

Time: 5:30pm – Registration

Welcome and Program: 6:00pm - 7:30pm

Program Cost:

$15 per person

Location: Viewhouse (Downtown) & Coors Field

2015 Market St

Denver, CO 80206

USA

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Program Details: 

Bring your family and join us at noon for a casual happy hour at the Viewhouse before we all head to the 6:40pm Rockies vs. Brewers game at Coors Field.  At $15 per person for food, drinks, a game ticket and quality time with your NIRI peers, this event is sure to be a hit!

Kindly sign up by August 11 so we have an accurate count for tickets.

See you there!

When:

Friday,  August 18, 2017

Time:

3:30pm – Lunch, drinks and social hour at the Viewhouse (2015 Market Street)

6:40pm – Rockies vs Brewers (Coors Field)

Program Cost:

$15 per person 

Contact:

Kathleen Marvin
NIRI Rocky Mountain

kathleen@rockyniri.org

303-804-4941

Program Details:

Please join us for an engaging and informative discussion on the actively passive investor with Dan Romito, Nasdaq Corporate Solutions' Global Head of Investor Analytics. Feel free to invite your CFO and Legal counterparts. Registration begins at 11:30 am, followed by lunch and a presentation from 12:00 - 1:00 pm. Valet parking is complimentary. 

See you there!

When:

Thursday, December 7

11:30am – 1:00 pm

Program Cost:

$30 for members

$45 for non-members 

Investor Relations Charter (IRC) Areas of Competency

Domain 8: Capital Markets and Capital Structure

Event Fee $15

Program Details: 

Please join us for an engaging and informative discussion on cybersecurity with James Gaulke, VP Information Technology with PDC Energy and Markus Funk, Firmwide Chair of Perkins Coie’s White Collar & Investigations Practice.. Registration begins at 11:30 am, followed by lunch and the presentation from 12:00 - 1:00 pm. Valet parking is complimentary. 

See you there!

Program Cost:

$30 for members

$45 for non-members 

Investor Relations Charter (IRC) Areas of Competency

Domain 7: Strategic Counsel and Collaboration

Register Here

Get a jump start in understanding the hot topics affecting IROs today during a timely and engaging discussion with investor relations experts, Gary LaBranche, President & CEO of the National Investor Relations Institute (NIRI), and Tim Quast, Founder and President of ModernIR Market Structure Analytics.

Gary and Tim have teamed up to walk you through the latest developments in investor-related legislation, passive investing and other key issues facing you and other IROs in today's dynamic marketplace. You will definitely be "in the know" after this session, which includes presentations on:

Insights and Insider Info on NIRI Today

Gary LaBranche, President & CEO of the National Investor Relations Institute (NIRI)

NIRI's new President & CEO Gary LaBranche will provide a legislative and regulatory update, summarize NIRI developments and discuss key issues facing IR professionals.

Are ETFs Driving Your Stock and the Market?

Tim Quast, Founder and President, ModernIR Market Structure Analytics Firm

Investing giant Blackrock is a top holder of most stocks and manages $5.7 trillion. Its net income margin of 28% is better than Microsoft's. Along with compatriots Vanguard and State Street, these Big Three passive managers oversee some $14 trillion of global assets and over 70% of all Exchange Traded Funds investment - 75% of which is in the US market. Is your mind boggled by figures?  We must only figure out one thing:  What impact are these giants, and especially ETFs, having on market-direction and trading in your stock?

Join Tim Quast, Founder and President of equity behavioral analytics firm ModernIR, for a rousing review of how passive investment behaves in the market - and what it means in terms of risks and rewards for your stock and the market ahead.  

Register Here

Register Here

Register Here

Register Here

Summit Agenda

Welcome:

Scott Casper, Senior Manager of Investor Relations, RE/MAX (NYSE: RMAX)

Session 1: How Leadership Drives Shareholder Value:   

The Edelman Trust Barometer and Case Study Overview

• Investors' perceptions of factors that contribute to building trust in companies
• Positive and negative factors that correlate with having/lacking trust
• IRO Roadmap for building investor trust

Presented by: 

Deb Wasser, EVP,U.S. Practice Lead, Investor Relations,  Edelman

Dan Sweeney, Director, Institute for Enterprise Ethics, University of Denver

Moderated by Jeff Zilka, Senior Counselor, Financial Communications, Edelman

Session 2: How Culture, Reputation and Trust Impact a Company's Competitive Position and Success

• Maintain a long-term mindset in management of the company
• How culture promotes business performance and impacts the bottom line
• Building trust and value creation with investors

CEO Fireside Chat with:

John Hayes, Chairman, President & CEO, Ball Corporation (NYSE: BLL)

John Kelley, former CEO of McData and now CEO of a startup called CereScan

Moderated by Deb Kelly, Partner, Genesis

Session 3: How Long-Term Companies Can Thrive in the Public Markets

• How significant is the issue of short-termism in the markets today and its impact on value creation and what can companies do about it?
• Re-thinking the investor-corporate dialogue in the age of MIFID II and the rise of the engaged shareholder
• Practical tools to attract long-term investors

Presented by: 

Sarah Williamson, CEO,  FCLTGlobal (Focusing Capital on the LongTerm)

Moderated by Kathleen Marvin, Director, Investor Relations, CSG (NASDAQ: CSGS)

Registration Link

We decided to spice up our Annual Meeting this year - literally!  So welcome your 2018-19 NIRI-Rocky Mountain Board at a fun cooking class in the DTC.  Professional chefs from the Gourmet Spoon will teach us how to cook tasty Mediterranean Tapas!

Attendees will have the opportunity to learn cooking techniques and tips while preparing a delicious sit-down dinner to share with IR friends.    We will prepare the following menu and enjoy the culinary masterpieces once complete:

Menu:

Tuscan Bruschetta Mystery Basket

Italian Chopped Salad
Basil Balsamic Vinaigrette

Pan Seared Radicchio & Prosciutto Rolls
Fresh Mozzarella Crostini 
Sun-Dried Tomato Dressing

A Duet of Bruschetta
Crimini-Tomato and White Bean-Roasted Pepper

Seared & Chilled Shrimp Brochettes
Lemon Thyme Pesto Sauce

Pan Roasted Chicken Kabobs
Gazpacho Sauce

Baked Wonton Cups
Artichoke Guacamole & Apple Smoked Bacon

Roasted Eggplant Caponata
Grilled Ciabatta

Mixed Fruit Clafouti

Space is limited so sign up today and join your NIRI peers as we socialize, network, nosh and show off our cooking prowess at this relaxing night of fun!

Hosted by
RLH 
1550 Market Street #500
Denver, CO 80202
Street parking is available.

Google Map Link
Google Maps
Registration Link
Register Here

Hosted by
WideOpenWest
7887 East Belleview Ave, Suite 500
Denver, CO 80111
Parking is available in visitor lot out front.
 

Google Map Link
Google Maps
Registration Link
Register Here
 

Western Union
7001 E. Belleview Ave., HQ14
Denver, CO 80237
 

Google Map Link
Google Maps
Registration Link
Register Here
 

IRO - only event

Ink! Coffee
385 Interlocken Cresent
Broomfield, CO 80011

Google Map Link
Google Maps
Registration Link
Register Here
 

IRO - only event

Extraction Oil & Gas
370 17th St., Ste. 5300 (Republic Plaza),
Denver, CO 80202

Google Map Link
Google Maps
Registration Link
Register Here
 

Registration: 1:30 - 2:00 pm
Program: 2:00 - 5:00 pm

Google Maps Link

Google Map

Registration Link

Register Here

Viewhouse Restaurant (Ballpark Location)
2015 Market Street | Denver, CO  80205
 

Rockies Game: 6:40 PM
Coors Field
2001 Blake Street | Denver, CO  80205
 

Google Maps Link
Google Maps

Registration Link
Register Here

Registration: 11:00 AM MDT

MAGGIANO'S
500 16th Street Mall Suite 150, Denver, CO 80202
(Street Parking or Denver Pavilions Parking Garage, accessed on Welton Street between 15th and 16th)

Google Map Link
Google Maps
Registration Link
Register Here
 

Registration: 3:45 PM MDT

Ocean Prime DTC
8000 E Belleview Avenue, Suite C10, Greenwood Village, CO 80111

Google Map Link
Google Maps
Registration Link
Register Here

Boardroom Blitz Event Details
 

National Storage Affiliates
8400 East Prentice Avenue, 9th Floor
Greenwood Village, CO 80111

Google Map Link
Google Maps
Registration Link
Register Here
 

Trimble
10368 Westmoor Drive
Westminster, CO 80021

Google Maps
Registration Link
Register Here

1550 Wynkoop St. 3rd Floor
Denver, CO, 80202

Google Maps
Registration Link
Register Here

Time: Registration 11:30 AM ; Program 12:00-1:15 PM
Address: Marriott Westminster
7000 Church Ranch Blvd.
Westminster, CO, 80021

Google Maps
Registration Link
Register Here

Ocean Prime
1465 Larimer Street, Denver 80202

Google Maps
Registration Link
Register Here

Time: 6-8 pm MT; Registration: 6 PM MDT
Address: LAKEWOOD COUNTRY CLUB
6800 W 10th Ave
Lakewood, CO 80214

Google Maps
Registration Link
Register Here

Address:
Wynkoop Brewery
2nd Floor, 1634 18th Street
Denver, CO 80202

Google Map Link
Google Maps
Registration Link
Register Here
 

Address:
Extraction Oil & Gas
370 17th St., Ste. 5300 (Republic Plaza)
Denver, CO 80202

Due to concerns surrounding the coronavirus, this event has been changed to a conference call. To receive the IRO only conference call dial-in, please use the link below to register.

Registration Link
Register Here

Address:
CSG
6175 S. Willow Drive, 10th Floor
Greenwood Village, CO 80111

Address:
Ball Corp
11802 Ridge Parkway, Suite 200
Broomfield, CO 80021
Note: Location is temporary HQ.

Due to concerns surrounding the coronavirus, this event has been changed to a conference call. To receive the IRO only conference call dial-in, please use the link below to register.

Registration Link
Register Here

Click Here to see all the sessions in the Summit

• Nasdaq January 2021 ESG Market Update research white paper (attached)
• Nasdaq ESG Advisory consulting information
• Nasdaq OneReport description 
• Nasdaq OneReport fact sheet (attached) 
• Nasdaq OneReport video, posted on YouTube
• Credit Suisse Sustainable Finance - Tidal Wave Forces (attached)
• Credit Suisse ESG Research - Takeaways from Asset Manager's ESG Panel (attached)
• Credit Suisse ESG Research - Takeaways from ESG Panels from our Annual Energy Summit (attached)

Click Here to see all the sessions in the Summit

• Nasdaq January 2021 ESG Market Update research white paper (attached)
• Nasdaq ESG Advisory consulting information
• Nasdaq OneReport description 
• Nasdaq OneReport fact sheet (attached) 
• Nasdaq OneReport video, posted on YouTube
• Credit Suisse Sustainable Finance - Tidal Wave Forces (attached)
• Credit Suisse ESG Research - Takeaways from Asset Manager's ESG Panel (attached)
• Credit Suisse ESG Research - Takeaways from ESG Panels from our Annual Energy Summit (attached)

Summer Social at Topgolf Thornton
16011 Grant St, Thornton, CO  80023

Wednesday, August 18, 2021
4:30-6:30 pm
Golf, cocktails and buffet dinner included.

Member cost:  $15
Guest cost:  $25
Registration link: Register Here

Location: Denver Botanic Gardens 
1007 York St.
Denver, CO 80206

Google Maps Link: Google Maps
Registration Page: Register Here
 

3:30p - 4:00p - Annual Meeting
4:00p – 6:00p - Golf/Social

16011 Grant Street
Thornton, CO 80023

Golf, cocktails and buffet dinner included.
 
Cost to chapter members: $15
Cost to guests: $25
 

The View House
2015 Market Street
Denver, CO 80205

4:00p – 6:00p - Happy Hour
Cocktails and appetizers will be served

Cost: $15

5:00p - 7:00p MT - Program
Drinks and appetizers will be served
LOCATION:  Denver Botanical Gardens

1007 York Street
Denver, CO 80206
 

Cost: Complimentary of your Rocky Mountain NIRI Chapter
Where: Virtual Webinar- ZOOM

Program
Join John Elofson and Sam Seiberling, Partners at Davis Graham & Stubbs in Denver and Paul Schulman, Co-Head M&A and Activism at Morrow Sodali, for a panel discussion on the latest activism trends, increased role of ESG in an activist’s playbook and the importance of the newly mandated Universal Proxy Card. During this one-hour webinar you will learn best practices on preparing your company for the ever-changing activist landscape.

Cocktails and appetizers will be served
 
Corridor 44
1433 Larimer Square
Denver, CO 80202
Street parking is available as well as various parking lots throughout the neighborhood.
 
Cost: $15
 

Lunch will be served

Maggiano's Little Italy
500 16th St Mall Suite 150 
Denver, CO 80202

Cost: $35 members, $45 guests 
 

Bierstadt Lagerhaus
2875 Blake Street
Denver, CO 80205
Parking available on-site and on nearby street

Cost: $15 members & guests

Cost: $40 / person 
Tickets are for section 221 and includes $25 that can be used for food, drinks or souvenir concessions ($88 face value)

Members are welcome to bring a family member or friend and enjoy the game. 
 

Maggiano's Little Italy Downtown
500 16th St, Pavilions Mall
Denver, CO 80202
 

Registration Page

5:00p - Registration & Networking
5:30p - 6:30p - Program
6:30 - 7:00p - Networking
Drinks and appetizers will be served

Denver Botanic Gardens Orangery
1007 York Street
Denver, CO 80206

Cost: $15 
Bring a guest at no charge complimentary of your Rocky Mountain NIRI Chapter !
 

Register Today! 
Meet Executives from the Metro Denver Economic Development Corp.

Program:
We have an exciting program with two special guests from the Metro Denver Economic Corp. who will share recent macro-economic state of affairs in Colorado and how you can think about the effects on your company and IR initiatives:

Meredith Moon
Chief Economist and Director of Economic Competitiveness, Metro Denver Economic Development Corp.

Daniel Ryley
Vice President of Corporate Attraction, Metro Denver Economic Development Corp.
 

Cost: $15 per person

You are cordially invited to attend the Annual NIRI Rocky Mountain Holiday Party. This year, we will celebrate by watching the Colorado Avalanche (and 2022 Stanley Cup Champions) vs. the Calgary Flames from the Ball Suite. We hope you will join us. Let’s go Avs!

Event:
Colorado Avalanche vs. Calgary Flames
Ball Suite at the Ball Area
1000 Chopper Cir, Denver, CO 80204
 

RE/MAX

5075 S. Syracuse Street
Denver, CO 80237
Free parking available at RE/MAX Parking Garage

Happy Hour
Eddie V’s Prime Seafood
5111 DTC Pkwy
Greenwood Village, CO 80111

NIRI Members: FREE
Guests: $45