NIRI 2024 AI Summit

Virtual  |  October 1-2, 2024  |   Live at 12-2:30 pm E.T. both days

About | Agenda | Speakers

Tuesday, October 1
12:00-12:15 pm	Welcome and Introduction Kick off NIRI's inaugural AI Summit with a brief discussion on AI at large and its effect on the investor relations profession, NIRI's efforts to support AI implementation in IR programs through its newly adopted AI Policy Statement, and a review of the program agenda and objectives. Speaker: Matthew D. Brusch, CAE, President & CEO, NIRI Clay Bilby, IRC, MBA, Independent Investor Relations Consultant
12:15-1:30 pm	AI Implementation & Practice in Investor Relations Many investor relations professionals are intrigued by artificial intelligence, but utilizing the technology in a practical and productive way can seem out of reach and burdensome. As AI technologies evolve, understanding how to effectively implement AI within the IR landscape is crucial.   Join us for an insightful discussion where leading IR professionals and AI experts discuss how to integrate practical AI solutions that improve your workflow. Learn about the best practices, challenges, and opportunities in AI implementation, and how it can transform your IR activities. After a series of case studies, you will have the opportunity to ask the experts your most pressing questions, expanding your knowledge in preparation to implement AI in your investor relations practice effectively.  Learning Objectives: Gain insights into the latest AI technologies and their applications in IR. Understand the practical steps for implementing AI in your IR activities. Explore case studies and examples of successful AI integration. Identify challenges and solutions in AI practice in IR. Discover tools and resources available for AI implementation in IR. Speakers: Shivani Kak, Head of Investor Relations, Moody's Corporation  Gregg Lampf, IRC, Vice President of Investor Relations, Ciena Evan Pondel, IRC, Founder & CEO, Triunfo Partners (moderator)
1:35-2:30 pm	Product Demos Discover the future of technology in our demo rooms and catch a glimpse of the latest AI products for the investor relations team. You'll have the opportunity to view cutting-edge artificial intelligence solutions in action with real-world applications. Whether you're in the beginning of your AI implementation journey or you're already using AI in your investor relations program, take the opportunity to view the latest and greatest in a small group setting. Exhibiting Companies:

Wednesday, October 2
12:00-12:40 pm	Worth the Hype? How to Leverage New Technology Without AI-Washing Your Message Gen AI has seized the attention of the masses over the past few years and continues to dominate tech news. As companies navigate the complexities of compliance, security, cost, and implementation, there's no question that the interest remains - but is it really worth the effort?  This session featuring J.T. Ho, Partner at Orrick, Herrington & Sutcliffe LLP, takes a critical look at public companies' messaging around their use of AI, and how to effectively communicate your company's AI enthusiasm without overselling the benefits.  Speakers: J.T. Ho, Head of Orrick's Public Company Advisory Practice, Orrick, Herrington & Sutcliffe LLP  Mike Travers, IRC-Candidate, Senior Manager, Investor Relations, Xylem (moderator)
12:45-1:40 pm	Product Demos Discover the future of technology in our demo rooms and catch a glimpse of the latest AI products for the investor relations team. You'll have the opportunity to view cutting-edge artificial intelligence solutions in action with real-world applications. Whether you're in the beginning of your AI implementation journey or you're already using AI in your investor relations program, take the opportunity to view the latest and greatest in a small group setting. Exhibiting Companies:
1:45-2:30 pm	AI Governance Considerations: Mitigating the Risks and Maximizing the Opportunities The use of AI in the practice of investor relations has the potential to drive efficiency and help IROs do their jobs – but also the potential to be harmful and run afoul of regulatory or legal constraints.  This session will explore how investor relations practitioners can help their companies implement the responsible and strategic use of AI without attracting unwanted attention from your General Counsel or legal team, including how to: Make the case for the use of AI Create an AI usage policy that protects company data and follows disclosure rules Develop a governance framework in partnership with legal and other key stakeholders Avoid common governance, legal and regulatory pitfalls Speakers:  Jeremiah Williams, Partner, Ropes & Gray LLP Steven Eliuk, Vice President & CTO, Data, Governance & AI, Software Development, IBM  Brandon Elliott, CFA, Managing Director, FTI Consulting (moderator)