WINTER 2024 | CONTENTS
President and CEO Matthew Brusch, CAE
Editor-in-Chief Al Rickard, CAE
arickard@associationvision.com
Art Direction THOR Design Studio
www.thor.design
Letters to the Editor IR Update
TM welcomes letters to the
editor. Please send feedback to
arickard@associationvision.com.
About NIRI Founded in 1969, NIRI is the professional association of corporate officers and investor relations consultants responsible for communication among corporate management, shareholders, securities analysts, and other financial community constituents. NIRI is the largest professional investor relations association in the world with members representing over 1,500 publicly held companies and $12 trillion in stock market capitalization.
About IR Update TM 18
IR Update is published by NIRI: The Association for Investor Relations, as a service to its members.
ISSN 1098-5220
© 2024 by NIRI: The Association for Investor Relations. All rights reserved.
For change of address, contact: NIRI–IR Update
Phone: (703) 562-7700
memberservices@niri.org www.niri.org
26 RESEARCH Getting Creative with
Alternative Research Data Analysts are increasingly tapping new technology and getting creative about research techniques to learn more about companies they cover. IROs can also take advantage of new types of data. BY AL RICKARD, CAE
31 ADVOCACY NIRI Advocacy Update and
Priorities for 2024 Two new SEC Final Rules modernize Section 13(d) and regulate short-sale position disclosures while NIRI continues to work on other major issues, including the establishment of an SEC Public Company Advisory Committee. BY NIELS HOLCH
niri.org/ irupdate
12 ANNUAL CONFERENCE
NIRI2024: Elevating IR in San Francisco
Members of the global IR and capital markets ecosystem will convene for the 2024 NIRI Annual Conference in the City by the Bay June 9-11. BY AL RICKARD, CAE
18 INVESTOR COMMUNICATIONS
Taking Investor Days From Good to Excellent
Companies invest tremendous resources into investor days. Make sure your investment is paying off. BY ALEXANDRA WALSH
DEPARTMENTS
2 AT THE BELL Is ESG Dead? BY JOHN MOTEN, IRC
3 NIRI NOW • John Moten, IRC, Begins Term as NIRI Chair; Alexandra Deignan Named NIRI Chair-Elect
• NIRI Elects Four New Board Members
• Daniel Briggs Named Chair of the SRT Steering Committee; Wendy Wilson is Vice Chair
• Esterkin, Pondel and Koar Win DeWitt C. Morrill IR Update Editorial Excellence Awards
• NIRI Recognizes New Investor Relations Charter (IRC)® Holders
• NIRI Chapters Give Back and Get Together During the Holidays
8 SPOTLIGHT ON THE CEO Michael Kasbar, Chairman and Chief Executive Officer, World Kinect Corporation
10 SPOTLIGHT ON RETIREMENT Mickey Foster Caps a Four-Decade Career in Investor Relations BY AL RICKARD, CAE
34 SPOTLIGHT ON CHAPTERS Beyond AI: Digitalization Into the Future BY MARYELLEN THIELEN
36 TAKING THE PULSE IR Goals and Challenges for 2024
IR UPDAT E ■ WINT E R 2 0 24 1
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