NIRI NOW
NIRI Reintroduces Printed IR Update With this issue, NIRI is pleased to reintroduce the print version of IR Update magazine. NIRI members will once again receive the quarterly IR Update in the mail to the
address of record for each member. This NIRI flagship publication is perennially one of NIRI’s top-rated benefits and NIRI members will now be able to enjoy reading it easily in either print or electronic versions. NIRI members can update their mailing address by emailing memberservice@niri. org or through the “MEMBER CENTER” link on the NIRI homepage at
www.niri.org.
Katie Royce, CFA, Begins Term as NIRI Chair; John Moten, IRC, Named NIRI Chair-Elect
Katie Royce, CFA, Chief Financial Officer at ZenBusiness, began her term as NIRI Chair in January 2023. The NIRI Board elected John Moten, IRC, Senior Vice President, Investor Relations at Aventiv Technologies, as Chair- Elect for 2023. Royce was previously SVP, North America CFO at Cognizant, where she was responsible for the strategic
financial direction of the business, including managing the pace of investments, leading the forecast and budgeting process, measuring sales efficiency, and providing pricing and com- mercial support to the business. Prior to joining Cognizant, she was Director of Investor Relations at Cantor Commercial Real
Estate, where she was responsible for private institutional investor relationships as well as corpo- rate bond holders and rating agencies. Previously, Royce was the Investor Relations Manager at Selective Insurance Group, Inc. She began her career on the buy side as an equity research analyst. Royce earned the Chartered Financial Analyst (CFA) designation and a professional Certificate
in Investor Relations from New York University. Katie is a past Chair of the Steering Committee of the NIRI Senior Roundtable and Past President of the Board of the NIRI New York chapter. Moten is Senior Vice President, Investor Relations at Aventiv Technologies. He has more
than 30 years of finance and capital markets experience, including as an institutional portfolio manager and a securities analyst. Prior to joining Aventiv, Moten was Vice President of Investor Relations at Envista Holdings
Corporation, a global family of more than 30 dental brands. Before that, he was Vice President of Investor Relations at Foundation Building Materials. Earlier in his Career, Moten was Vice President of Investor Relations for Mallinckrodt Phar-
maceuticals, where he established the investor relations department in 2013 before its spinoff as a publicly traded company. He earned the NIRI Investor Relations Charter (IRC)® in 2018. “Both Katie and John have demonstrated strong leadership and a commitment to NIRI over
many years, and we are thrilled to have them leading NIRI at such an important time for the organization,” said NIRI President and CEO Matthew Brusch, CAE. “I also thank Victoria Sivrais, Founding Partner at Clermont Partners, who completed her term as 2022 Board Chair, and Ruth Venning, IRC, Executive Director, Investor Relations and ESG at Horizon Terapeutics, who completed her Board service as Immediate Past Chair.” IR
4 WI N T E R 2 0 2 3 ■ IR UPDAT E
EDITORIAL ADVISORY COMMITTEE
Rebecca Gardy, IRC, Chair Campbell Soup Company
Elsa Ballard Galaxy Digital Holdings Ltd.
Geoff Buscher Expeditors International
Kimberly Esterkin ADDO Investor Relations
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 Clermont Partners, 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 Albermarle Corporation
Richard Yerganian Cerence, Inc.
Matt Brusch, CAE, Ex Officio NIRI
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