Tis was a timely topic given the volatility of the markets and
the heightened focus on transparency and accuracy in financial reporting. Attendees gained valuable tools and methodologies they could apply directly to their own companies to improve earnings communication strategies. Another standout session was “Up-Leveling Your IR Program
with Artificial Intelligence (AI) and Predictive Analytics.” AI is transforming many industries, and IR is no exception. Te panel explored how AI and predictive analytics can be leveraged to streamline traditionally manual processes, such as preparing earnings reports or analyzing stock performance. It also touched on the ethical considerations associated with
AI, particularly the risks of relying too heavily on algorithms with- out human oversight. Tis balanced conversation gave attendees practical insights into how they could begin incorporating AI into their IR programs while being mindful of the potential pitfalls. Retail investors were another focal point of the summit, with a panel discussion titled “Charting a Course for the Success of Your Retail Investor Program.” With retail investors playing an increasingly important role in today’s markets, this session provided an in-depth look at how companies can engage and support this growing demographic. Panelists discussed strategies for transparency, communi-
cation, and the critical role retail investors play in providing liquidity in the marketplace. Given the significant influence retail investors have had in recent years, this topic was both timely and
niri.org/ irupdate
essential for IR professionals seeking to adapt to the changing investment landscape. Te final panel of the day, “Driving Resiliency through ESG
Risk Management,” rounded out the summit by bringing ESG back into the spotlight. Tis session explored how integrating ESG factors into risk management can enhance both business resilience and long-term value creation. Te discussion included practical advice on disclosure frame-
works, data management, and stakeholder engagement strate- gies, all of which are crucial for any company looking to build a robust ESG program. Attendees gained actionable insights into how they could refine their ESG strategies to better align with investor expectations and regulatory requirements. Te success of the summit was reflected in the feedback from
attendees and in the growth of the chapter—membership has grown by 27% since January 2024. Tis growth is a testament to the value that chapter programs provide highlights the impor- tance of fostering a community where IR professionals can come together to learn, network, and share experiences. Looking ahead, the NIRI DFW Chapter remains dedicated to
delivering innovative, insightful programs that address the cur- rent needs of members and anticipate the challenges and op- portunities of tomorrow. IR
Fatma Mansour is a Financial Analyst at Copart, Inc. and the Program Chair for NIRI DFW;
fatma.sardina@
copart.com.
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