AT THE BELL T
Katie Royce, CFA NIRI Chair
Chief Financial Officer ZenBusiness
Congratulations and the Beat Goes On…
hank you to all NIRI members who attended the 2023 NIRI Annual Conference in Chicago in June, which kicked off what has been a busy summer! I was thrilled to see so many members honored at the event, including new NIRI Fellows,
Chapter Volunteers of the Year, the 2023 Class of Rising Leaders Under 40, DeWitt C. Morrill IR Update Editorial Award winners, and others. Congratulations to all of you! Sometimes after the NIRI Annual Conference it seems like there can be a bit of a lull in the action, but not this year. I know many NIRI members are catching up and using the new NIRI 2023 Earnings Process Practices
Report that was released just before the conference. Due to the highly interconnected nature of pre-earnings quiet periods, earnings guidance, the earnings release, and earnings call, the data gathered in this survey and the analysis provided is critical to ensuring your earnings practices are in line with the latest trends. Shortly after the conference, NIRI published the Standards of Practice for Investor Relations – Disclo-
sure (Seventh Edition), which is a landmark publication that has been produced for nearly 30 years and updated periodically to help you stay current with evolving practices and regulations. Both these reports are fundamental to the investor relations profession. I remember leaning heavily
on previous versions of them in my first IR role and they continue to offer value to even the most seasoned IROs. I encourage all of you to take advantage of these NIRI benefits. What’s next for NIRI? Plenty. We’ve all seen what a busy year it has been on the advocacy front, and NIRI has been working hard
to represent IR and public company interests on Capitol Hill, with regulators such as the U.S. Securities and Exchange Commission (SEC), and wherever else our voice must be heard. Te upcoming NIRI Legislative and Advocacy Fly-In September 28-29, 2023 is an opportunity for members to meet with senior SEC staff to raise our regulatory concerns and to hear the staff’s views on key IR issues. NIRI also arranges meetings with congressional staffers so IR professionals can share our views on critical regulatory and legislative issues for public companies. For example, this year the Fly-in will focus on H.R. 4652, an important bill that would establish an
SEC Public Company Advisory Committee. Investors and other financial stakeholders have similar com- mittees, and we believe it is time for public companies to have a consistent voice on SEC matters. We will also continue to strongly advocate for improved shareholder transparency through reform of rules including 13d and 13f. Issues such as these matter to IROs and all public companies, and NIRI is leveraging its influence by
partnering with the Society for Corporate Governance, the U.S. Chamber of Commerce, and other like- minded groups to promote common-sense business laws and regulations. Your grassroots support and participation at the Fly-In is also critical to our success. Learn more about the Fly-in at
www.niri.org/ events/2023-legislative-and-advocacy-fly-in. I hope to see all of you again soon! IR
2 S UMMER 202 3 ■ IR UPDAT E
niri.org/ irupdate
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