Ned Segal, Independent Board Director and Former CFO of Twitter. Te session was moderated by Mat- thew Sherman, President at Joele Frank. Tey delved into the latest trends driving share- holder activism and examined current focus areas for activists, ranging from mergers and acquisitions to advocating for board changes and beyond.


NIRI Achievements Many NIRI members were honored at the 2024


Annual Conference, including the 2024 Class of NIRI Fellows, Chapter Volunteers of the Year, Chapter Awards of Excellence, 2024 Class of Rising Lead- ers Under 40, and the DeWitt C. Morrill Editorial Excellence Award recipients. All winners have been announced this year in issues of IR Update, includ- ing the chapter awards and Class of Rising Leaders Under 40 in this Summer 2024 issue in the “NIRI Now” column. Moten and NIRI President and CEO Matthew


Brusch, CAE also summarized the organizational achievements of NIRI during the past year. “Your NIRI Board of Directors and staff are con-


tinuing to execute NIRI’s strategic plan with goals of increasing membership and engagement, elevating IR, and strengthening NIRI for the long-term,” Moten said. He and Brusch highlighted the following ac- complishments: • Original research reports on earnings process practices and investor targeting


• New monthly “Pulse Polls” to gauge NIRI member views on trending topics


• Survey questionnaire sent for NIRI/Korn Ferry Investor Relations Career Trends Report


• Updated NIRI Standards of Practice for Disclosure, the IR Competency Framework, and the IR Job Description Guide


• Based on the latest Job Task Analysis of the IR profession, the IRC exam now includes expanded capital markets content, a new section on ESG, and the exam has also been streamlined from 4 hours to 3 hours


• Two new certificates—IR Foundations and IR Advanced—that provide a new pathway to earning the IRC credential.


• Plans to launch a new NIRI website during the 2 0 S UMMER 2 0 24 ■ IR UPDAT E


coming year


• Reform of SEC Regulations 13D and 13G, where stockholders crossing the 5% ownership threshold must now disclose their positions within five business days.


• Successful advocacy to support the reinstatement of portions of the SEC Proxy Advisory Rule


• Continuing advocacy in partnership with the Society for Corporate Governance and the New York Stock Exchange to modern SEC Regulation 13F to reduce the 45-day filing period to no more than five business days, in line with 13D


IR Knowledge Delivered A total of 21 breakout education sessions explored a wide range of topics that connected with every aspect of investor relations, aligned with the 11 domains of the IR Competency Framework. Some of the topics included messaging strate-


gies, investor outreach, storytelling, peer analysis, AI applications, crisis management, investor days, board communication, and a proxy season update.


Business Opportunities in the IR Showcase More than 30 sponsors filled the IR Showcase ex- hibit hall, which was a hub of activity throughout the conference. Leading investor relations product and service providers were represented, offering every opportunity for IR professionals to find solutions and innovations.


niri.org/ irupdate


Xinxin Wang,


Executive Director, Research at MSCI, was one of many


conference attendees to take advantage of the opportunity to get a free headshot.


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