NIRI NOW


NIRI Publishes2023 Earnings Process Practices Research Report


NIRI recently published the NIRI 2023 Earnings Process Practices Re- search Report, a periodic study of the practices and trends associated with public company earnings


announcements. “In keeping with our mission of advanc- ing and elevating the professional practice of investor relations, NIRI is pleased to present this report,” says NIRI President and CEO Mat- thew Brusch, CAE. “Earnings announcements are significant cyclical events for many public companies and a key communications vehicle to shareholders and other stakeholders.” NIRI tracks trends in earnings announce-


ment processes and other investor relations practices to help organizations benchmark against their peers. NIRI’s objective is to


articulate trends impacting this important investor relations tool. Tis report presents 2023 survey results


and trends from NIRI corporate investor rela- tions members, detailing earnings process practices including: • Quiet Periods • Earnings Guidance • Earnings Releases • Earnings Calls • Post-Earnings Calls Due to the highly interconnected nature of


pre-earnings quiet periods, earnings guid- ance, the earnings release and earnings call, this survey addressed all these practices where investor relations professionals take the lead. TeNIRI 2023 Earnings Process Practices


Research Report is available free to NIRI members at www.niri.org/resources/ publications/research. IR


NIRI Designates Broadridge as an Approved Professional Development Unit Provider


N


IRI has designated Broadridge as an Approved Professional Development Unit (PDU) Provider.


Through this program, NIRI Investor


Relations Charter (IRC)® holders are now able to earn PDUs at select Broadridge educational events. “We’re very pleased to welcome Broa-


dridge as an Approved PDU Provider,” said Matthew Brusch, CAE, NIRI President and CEO. “IRC holders in need of professional development to maintain their credentials will benefit from the expanded universe of organizations offering IR education.” “As a global fintech leader, Broadridge provides the critical infrastructure that


4 S UMMER 2 0 2 3 ■ IR UPDAT E


powers corporate governance and voting for more than 9,000 corporate issuers, 30,000 mutual funds and ETFs, over 170 million individual investors,” said Dorothy Flynn, Broadridge President of Corporate Issuer Solutions. “As an Approved Professional Development Unit (PDU) provider, we are thrilled to share our deep domain expertise with our fellow NIRI members across the full spectrum of corporate governance including proxy voting, shareholder engagement, ESG and regulatory and compliance trends.” Visit www.niri.org/certification to to


learn more about the Investor Relations Charter (IRC)® and the Approved PDU Provider Program. IR


EDITORIAL ADVISORY COMMITTEE


Rebecca Gardy, IRC, Chair Campbell Soup Company


Elsa Ballard


Galaxy Digital Holdings Ltd. Geoff Buscher


Expeditors International


Kimberly Esterkin ASGN Incorporated


Perry Grueber, IRC ModernIR


Scott Kindle Mediant


Rebecca Koar Ascend Wellness Holdings


Gregg LaBar Dix & Eaton


Colin Murray, IRC PBF Energy


Evan Pondel, IRC Triunfo Partners


Joe Shiffler Power Integrations Inc.


Emily Tadano Meritage Homes


NIRI BOARD OF DIRECTORS Katie Royce, CFA, Chair ZenBusiness


John Moten, IRC, Chair-Elect Aventiv Technologies


Victoria Sivrais, Immediate Past Chair Riveron Consulting LLC


Darin Arita, CFA, IRC Prudential Financial, Inc.


Remy Bernarda, IRC Investor Relations Advisory Solutions


Clay Bilby, IRC Palo Alto Networks, Inc.


Lisa Caperelli Arbutus Biopharma Corporation


Alli Deignan Lazard, Ltd


Andy Detwiler Virtua Research


Shelly Hubbard, IRC Pentair


Rajesh Mehan, IRC Steelcase, Inc.


Kim Pinyopusarerk, IRC EOG Resources


Lisa Rose, IRC Dix & Eaton


Tim Sedabres, IRC Huntington National Bank


Cherryl Valenzuela, CFA Bumble


Rob Williams Dell Technologies


Brook Wootton, IRC Albemarle Corporation


Richard Yerganian Cerence, Inc.


Matt Brusch, CAE, Ex Officio NIRI


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