Meeting Notes

Date Title and Summary
Toggle Summary Investor Relations Basics: Marketing and Outreach
Investor Relations Basics: Marketing and Outreach The Cincinnati Tri-State Chapter of NIRI held its first meeting of the season on November 17, 2016. Rupert Della-Porta and Lisa Traeger of Atlantic Equities LLP engaged attendees in a discussion of marketing and outreach (domain 5).
Toggle Summary Highlights of 2016 NIRI Annual Conference
Overview   John Chevalier (P&G) and John Morgan (Lexmark) shared  highlights and key learnings from the 2016 NIRI Annual Conference, June 5-8 in  San Diego, with the group of 11 chapter members attending the June 27 meeting.     The information shared and resulting
Toggle Summary Investor Relations Charter – What, Why and How?
Summary of the presentation at the Cincinnati NIRI Chapter Meeting on March 24, 2016 IRC – IR Certification The Cincinnati Tri-State Chapter of NIRI held its third meeting of the season on March 24, 2016. John Chevalier, vice president, Global Investor Relations at Procter & Gamble led a
Toggle Summary Shareholder Activism Update and Applicable SEC Developments
Summary of the presentation at the Cincinnati NIRI Chapter Meeting on January 6, 2016 Shareholder Activism Update and Applicable SEC Developments The Cincinnati Tri-State Chapter of NIRI held its second meeting of the season on January 6, 2016. Brian Judkins and Charles Hertlein, Jr.
Toggle Summary Market Effects on Market Structure
Summary of the Presentation at the Cincinnati NIRI Chapter Meeting on March 18, 2015 Market Structure Effects on Stocks The Cincinnati Tri-State Chapter of NIRI held its fourth meeting of the season on March 18, 2015. Tim Quast of ModernIR and Jim Byrne of NYSE discussed Market Structure Effects on
Toggle Summary Cyber Security
Summary of the Presentation at the Cincinnati NIRI Chapter Meeting on January 14, 2015 The Cincinnati Tri-State Chapter of NIRI held its third meeting of the season on January 14, 2015. Jason Straight and Doug Goodall of UnitedLex provided a briefing on the subject of cyber risks.
Toggle Summary Personal Guide To Greatness
Toggle Summary Recent Capital Market Developments
Summary of the Presentation at the Cincinnati NIRI Chapter Meeting on May 20, 2014 The Cincinnati Tri-State Chapter of NIRI held its sixth meeting of the season on May 20, 2014. Intercontinental Exchange | NYSE sponsored the event, including an outstanding dinner at Carlo and Johnny.
Toggle Summary NIRI Cincinnati Tri-State April 8, 2014 Meeting
NIRI Cincinnati Tri-State April 8, 2014 Meeting Speakers: Lisa Rose with Dix & Eaton Lauren Rich Fine with Howard & O’Brien Executive Search Topic: Strategic Messaging Lisa gave insight into strategic messaging. Lauren spoke about her experiences as an analyst with Merrill Lynch and how an
Toggle Summary Cincinnati – An Emerging Market for Economic Growth
Summary of the Presentation at the Cincinnati NIRI Chapter Meeting on January 8, 2014 The Cincinnati Tri-State Chapter of NIRI held its third meeting of the season on January 8, 2014. This event was hosted by Macy’s, Inc. at their headquarters. Tammy Riddle, Cluster Director for IT and Finance at
Toggle Summary New Media Trends in Investor Relations
Summary of the Presentation at the Cincinnati NIRI Chapter Meeting on December 11, 2013 The Cincinnati Tri-State Chapter of NIRI held its third meeting of the season on December 11, 2013. This incredible lunch took place at McCormick & Schmick’s.
Toggle Summary Corporate Access and Institutional Targeting
Summary of the Presentation at the Cincinnati NIRI Chapter Meeting on October 9, 2013 The Cincinnati Tri-State Chapter of NIRI held its second meeting of the season on October 9, 2013. NASDAQ OMX Group sponsored the event, including an outstanding dinner at Morton’s Steakhouse.
Toggle Summary Summary of the Presentation at the Cincinnati NIRI Chapter Meeting on August 27, 2013
The Cincinnati Tri-State Chapter of NIRI held its first meeting of the season on August 27, 2013. This incredible event was hosted by American Financial Group/Great American Insurance Group. P&G's John Chevalier, NIRI Board Member and Co-Chair of NIRI National 2013; Ashland’s Regina Bauscher,
Toggle Summary Investor Outreach Overseas: Finding New Capital in Europe and Asia
Summary of the Presentation at the Cincinnati NIRI Chapter Meeting on May 21, 2013 The Cincinnati Tri-State Chapter of NIRI held its fourth meeting of the season on May 21, 2013. Ipreo sponsored the event, including an outstanding dinner at Jeff Ruby’s restaurant The Precinct.
Toggle Summary A Timely Update on the Macroeconomic Environment
Summary of the Presentation at the Cincinnati NIRI Chapter Meeting on March 26, 2013 The Cincinnati Tri-State Chapter of NIRI held its third meeting of the season on March 26, 2013. NYSE Euronext sponsored the event, including a terrific dinner at Jeff Ruby’s Carlo & Johnny.
Toggle Summary Let's Do Lunch - Chapter Meeting on Shareholder Activism
Summary of the Presentation at the Cincinnati NIRI Chapter Meeting on January 9, 2013 The Cincinnati Tri-State Chapter of NIRI held its second meeting of the season on January 9, 2013. Ted McHugh and Tyson McCabe of the Special Situations Advisory Team at Thomson Reuters discussed trends in
Toggle Summary Is IR the “NEW” Secret Weapon in Proxy Solicitation?
Summary of the Presentation at the Cincinnati NIRI Chapter Meeting on November 7, 2012 The Cincinnati Tri-State Chapter of NIRI held its first meeting of the season on November 7, 2012. Rhonda L. Brauer, Senior Managing Director – Corporate Governance at Georgeson discussed the expanding role of
Toggle Summary Summary of the Program at the Cincinnati NIRI Chapter Meeting on June 14, 2012
NIRI NATIONAL CONFERENCE RECAP The Cincinnati Tri-State Chapter of NIRI held its sixth and final meeting of the season on June 14, 2012. Chapter members shared highlights from NIRI’s national conference held earlier in June. Below are some of the highlights pertaining to selected general sessions
Toggle Summary Strictly Business Body Language
The Cincinnati Tri-State Chapter of NIRI held its fifth meeting of the season on May 22, 2012. Jan Hargrave, an expert in nonverbal communication, captivated the audience with a presentation including audience participation on this subject that applies to Investor Relations Professionals both on
Toggle Summary Understanding Equity Trading in 2012: A Market Structure Boot Camp for IROs (sponsored by Ashland)
On Wednesday, March 21, Tim Quast, founder and managing director of ModernIR returned to Cincinnati for a lunch meeting for our chapter members and friends. The presentation he gave is available on the chapter's Slideshare site: Understanding Equity Markets View more PowerPoint from NIRI Cincinnati
Toggle Summary Enterprise Risk Management: What the IRO Needs to Know
The Cincinnati Tri-State Chapter of NIRI held its third meeting of the season on January 11, 2012. Dave Faeth of Great American Insurance Group, John Byma of Procter and Gamble Company and Dr. Dan Heitger of Miami University led a discussion regarding Enterprise Risk Management (ERM) and unique
Toggle Summary IR’s Role in Corporate Ethics and Reputation Management
The Cincinnati Tri-State Chapter of NIRI held its second meeting of the season on December 13, 2011. Peter Firestein of Global Strategic Communications led a thought-provoking discussion including the role of investor relations in reputation management.
Toggle Summary Regional and National Economic Outlook -- Please see the chapter's Slideshare page for the presentations used at our meeting on November 10
Toggle Summary Program Year Recap and Examples of the Learning and Networking Benefits Offered by Your Cincinnati Tri State NIRI Chapter
One of the best ways to enhance your investor relations effectiveness and keep your business skills and knowledge fresh is to take advantage of opportunities provided through the Cincinnati Tri- State Chapter of NIRI. Local chapters of the National Investor Relations Institute facilitate networking
Toggle Summary Summary of the Program at the Cincinnati NIRI Chapter Meeting on May 18, 2011
Understanding Escheatment Laws and How they Impact Shareholders The Cincinnati Tri-State Chapter of NIRI held its sixth meeting of the season on May 18, 2011. Andrew Ranaudo, Vice President of Keane, provided insights on how companies can lower shareholder costs in addition to increasing data
Toggle Summary Summary of the Program at the Cincinnati NIRI Chapter Meeting on March 18, 2011
How the Buy-Side Makes Decisions and Measuring IR Effectiveness The Cincinnati Tri-State Chapter of NIRI held its fifth meeting of the season on March 18, 2011. Brian Rivel, President of Rivel Research Group, shared some of his firm’s extensive research based on hundreds of interviews throughout
Toggle Summary Summary of the Program at the Cincinnati NIRI Chapter Meeting on January 12, 2011
Making Sense of Mad Markets The Cincinnati Tri-State Chapter of NIRI held its fourth meeting of the season on January 12, 2011. Tim Quast, founder and managing director of ModernIR, delivered an interesting presentation regarding changes in the stock market that has transformed investors into
Toggle Summary Summary of the Presentation at the Cincinnati NIRI Chapter Meeting on December 7, 2010
JEFF MATTHEWS – PILGRIMAGE TO WARREN BUFFET’S OMAHA: A HEDGE FUND MANAGER’S DISPATCHES FROM INSIDE THE BERKSHIRE HATHAWAY ANNUAL MEETING At the Cincinnati Tri-State Chapter of NIRI meeting on December 7, 2010, Jeff Mathews provided his views of how Warren Buffett and his partner, Charlie Munger,
Toggle Summary Summary of the Program at the Cincinnati NIRI Chapter Meeting on November 9, 2010
What You Aren’t Saying: What You Should Know About Non-Verbal Communications and Body Language The Cincinnati Tri-State Chapter of NIRI held its second meeting of the season on November 9, 2010. Patti Wood, a nationally acclaimed speaker on the topic of non-verbal communication, led a very
Toggle Summary Summary of the Presentation at the Cincinnati NIRI Chapter Meeting on October 13, 2010
WHAT AN INVESTOR RELATIONS PROFESSIONAL NEEDS TO KNOW: PREPARING FOR THE 2011 PROXY SEASON The Cincinnati Tri-State Chapter of NIRI held its first meeting of the season on October 13, 2010. John Siemann of Phoenix Advisory Partners delivered an excellent presentation focusing on what an IR
Toggle Summary Welcome from the Cincinnati NIRI Chapter President
Welcome to the Cincinnati Tri-State Chapter of the National Investor Relations Institute (NIRI). Our chapter kicked off its 2010-2011 program year yesterday. John Siemann, Partner with Phoenix Advisory Services, LLC, offered an engaging overview of the changes to the proxy process, covering such
Toggle Summary Report from March Meeting: Corporate Storytelling in IR: Logic, Passion, and the Power of Persuasion
   Sharon Merrill Associates - Art of Story Telling0310 The Cincinnati Tri-State Chapter of NIRI welcomed Maureen Wolff-Reid as our March meeting speaker.   Maureen presented “Corporate Storytelling in IR:   Logic, Passion and the Power of Persuasion.”   Maureen is
Toggle Summary Report from January Meeting: IR Best Practices
Eric R. Warner, Vice President, Investor Relations Commercial Head of Americas Corporate Services, Thomson Reuters, was invited by the chapter to share best-in-class feedback from industry peers and actionable insight from the Thomson Reuters 2009 IR best practices study. Mr.
Toggle Summary Report from December meeting: Life Beyond IR
The Cincinnati Tri State Chapter of NIRI welcomed back four alumni to discuss “Life Beyond IR” at the December chapter meeting. Joining us were Hugh Anderson, VP/Senior Portfolio Manager, Fifth Third Investment Advisors; Kathy Kelly, President, Personal Finance, Kroger; Chris Peterson, VP Finance
Toggle Summary “Social Media 101”
National Investor Relations Institute Cincinnati Tri State Chapter “Social Media 101”   Date: Wednesday, October 7, 2009 Location: Health Foundation of Greater Cincinnati at Rookwood Tower Speaker: Trevor Loe, Vice President, PR Newswire More than 20 chapter members and guests gathered on October 7
Toggle Summary “Sustainability: Is Green the New Black?”
Cincinnati Tri State Chapter NIRI Presents: “Sustainability: Is Green the New Black?” Karin Kane, Thomson Reuters Members and guests of the Cincinnati Tri State Chapter of NIRI gathered on Dec. 2 for an informative discussion on investor attention to sustainability issues.
Toggle Summary Cincinnati Tri State Chapter NIRI Presents: “Tools of the Trade” Nicole McIntosh, Waddell & Reed Financial, Inc.
About 15 members and guests of the Cincinnati Tri State Chapter of NIRI met at the on Nov. 10 to discuss “Tools of the Trade” with Nicole McIntosh, director of investor relations at Waddell & Reed Financial, Inc. Nicole is a member of NIRI's Board of Directors and the Board liaison with the
Toggle Summary How to Work With Hedge Funds…Insights from Wendy's IRO John Barker
Please click here for PDF version of the presentation. John Barker, senior vice president of corporate affairs and investor relations for Wendy's International, has been up close and personal with hedge funds for several years now. At the June 19 meeting of the NIRI Cincinnati Tri State Chapter,
Toggle Summary Cincinnati Tri State NIRI Chapter meeting
Cincinnati Tri State NIRI Chapter meeting March 5, 2008 Smooch Repovich Reynolds was the speaker, the facilitator and the entertainment for about 20 Cincinnati Tri State NIRI Chapter members and guests at a meeting in West Chester on March 5. Reynolds, an IR Magazine columnist and human capital
Toggle Summary Cincinnati Tri State NIRI Chapter meeting
Cincinnati Tri State NIRI Chapter meeting Jan. 15, 2008 About 30 Cincinnati Tri State NIRI Chapter members and guests gathered at the Vernon Manor for lunch and discussion on a timely topic: E-Proxy/Notice and Access: Understanding New Delivery Options in the 2008 Proxy Season.
Toggle Summary E-Proxy/Notice and Access: Understanding New Delivery Options in the 2008 Proxy Season 
Cincinnati Tri State Chaof NIRI presents: E-Proxy/Notice and Access: Understanding New Delivery Options in the 2008 Proxy Season   Date: Tuesday, January 15, 2008 Location: The Vernon Manor Hotel 400 Oak Street , Cincinnati , OH 45219 Mix & Mingle: 11:30 – 12:00 p.m.
Toggle Summary “Effective Interaction with the Buy-Side”
Cincinnati Tri State Chapter NIRI presents: “Effective Interaction with the Buy-Side” Have breakfast with your NIRI colleagues and a panel of buy-side analysts on Tuesday, May 15, and get the scoop on effective communications with the buy-side. Learn what works, what doesn't and how to get your
Toggle Summary “Analyst Day Do’s and Don’ts”
Cincinnati Tri State Chapter NIRI March 19, 2007 About 20 members of the Cincinnati Tri State Chapter of NIRI and their guests gathered at the Sharonville Sheraton on March 19 to discuss the “Dos and Don'ts” of hosting successful investor meetings.
Toggle Summary University of Dayton R.I.S.E. VII Forum Keynote Presentations
What: University of Dayton R.I.S.E. VII Forum Keynote Presentations When: March 29, 2007 Where: University of Dayton Arena Join us to experience a part of Wall Street right here in Dayton, Ohio, at the seventh annual University of Dayton R.I.S.E. (Redefining Investment Strategy Education) Forum
Toggle Summary Thomson Financial Discusses Structures, Strategies, and Recent Developments in Hedge Fund Investing
January 2007 Cincinnati Tri-State NIRI Chapter Minutes Thomson Financial Discusses Structures, Strategies, and Recent Developments in Hedge Fund Investing--> The Cincinnati Tri-state NIRI Chapter's January 2007 meeting drew more than 20 people to hear Christopher M.
Toggle Summary Holiday meeting
Dec. 6, 2006 NIRI Cincinnati Tri State Chapter Holiday meeting Twenty-two NIRI members and guests enjoyed great food and great company at the Cincinnati Tri State Chapter's annual holiday gathering at the Grand Finale restaurant. In addition to networking, members heard updates from two NIRI
Toggle Summary November 2006 Cincinnati Tri-State NIRI Chapter Minutes
P&G Shares Secrets of IR Success with NIRI Chapter The Cincinnati Tri-state NIRI Chapter's November 2006 meeting drew 30 people to the worldwide headquarters of mega-cap Procter & Gamble. The topic: P&G's award-winning investor relations program. The company's IR director, John Chevalier, took
Toggle Summary Breaking the Short-Term Cycle
NIRI Cincinnati Tri State Chapter Meeting date: Oct. 4, 2006 Topic: Breaking the Short-Term Cycle Guest speaker: Matthew Orsagh, senior policy analyst at the CFA Centre for Financial Markets Integrity Approximately 40 Chapter members and guests gathered at The Phoenix Restaurant Oct.
Toggle Summary New Standards in Communicating to Financial Audiences; Why You Need to Understand XBRL PDQ
Members of the Cincinnati Tri-State NIRI Chapter and their guests gathered May 10 to learn about the corporate reporting trend of the future: XBRL. Michelle Savage, vice president of Investor Relations Services for PR Newswire and chairwoman of the XBRL-US Adoption Working Group, presented
Toggle Summary IR – Prepare for the Future
NIRI President and CEO Louis M. Thompson Jr. on March 29 treated Cincinnati Tristate NIRI Chapter members and guests to a glimpse of his vision for the future of investor relations. Lou, who has announced his intention to retire from his post as NIRI CEO, visited the Cincinnati Marriott North as
Toggle Summary Perspectives on Investor Communications - results of Rivel Research study
Approximately 30 members of the Cincinnati Tri State NIRI Chapter and guests gathered Dec. 7 for a holiday meeting at the Grand Finale in Glendale. After a brief business update, Keith Bossey, senior vice president of Rivel Research Group, presented findings from a study on investor relations
Toggle Summary Guidance - Latest Trends and Best Practices, featuring Ashton Partners and a panel of NIRI experts
Members of the Cincinnati Tri State NIRI Chapter gathered Nov. 9 for an interesting and informative discussion on earnings guidance and the impact of this summer's Reg FD decision involving Siebel Systems. Special guest was Elizabeth Saunders, founding partner and chairman of Ashton Partners.
Toggle Summary Scriptwriting Workshop, Steve Hirschberg, Radio news reporter of WVXU-FM
Members of the Cincinnati Tri State Chapter of NIRI met on March 23 for a scriptwriting workshop. Radio news reporter Steve Hirschberg of WVXU-FM was the featured speaker, providing tips to help investor relations professionals write better conference call scripts.
Toggle Summary 2005 Economic Outlook, Peter A. Sorrentino, chief investment officer and managing director of Bartlett & Co.
NIRI SW Ohio Meeting - December 8, 2004, Peter A. Sorrentino, Chief Investment Officer and Managing Director, Bartlett & Co. Approximately 20 members of the Cincinnati TriState Chapter of NIRI and their guests gathered at the White House Inn Dec. 8 for dinner and a presentation by Peter A.
Toggle Summary "Where Can An IR Career Take You?" with guest speaker Rich Boehne, Executive Vice President, E.W. Scripps
NIRI SW Ohio Meeting – December 3, 2003 Rich Boehne, Executive Vice President, The E.W. Scripps Company We were pleased to welcome back one of the founding members of our chapter. From our point of view, Rich Boehne is the poster child for career advancement for investor relations professionals,