SRT Annual Meeting Agenda

*Agenda subject to change; All times in local time. Additional details and speakers to be announced shortly!

Wednesday, December 3

5:30-8:00 pmWelcome Reception and Dinner

Thursday, December 4

8:00 – 8:45amBreakfast and Welcome Remarks
8:45 – 9:45amMacro/Markets Update

Join Ron Temple, Chief Market Strategist at Lazard, for a high-level update on the macroeconomic environment.

Speaker:
Ron Temple,
Chief Market Strategist, Lazard
9:45 – 10:00amBreak
10:00 – 11:15amIR’s Role as Decision Support for Corporate Strategy

Panel followed by small group discussions. Additional details to follow.

Speakers:
Stephanie Wissink, Head of IR, Walmart
Additional speakers to be announced
11:15am – 12:15pmLanding a Corporate Board Position

In her book, Landing a Corporate Board Position, Carla Mashinki’s invaluable guide to landing a board role offers the encouragement, candor, and trustworthy insights you would expect from your closest friend—provided that friend happens to be an expert on how to realize your dream of becoming a director. Carla has had an extensive career in the corporate world for over thirty-five years. She earned an executive MBA from the University of Texas at Dallas and a BS in accounting with high honors from the University of Tennessee at Knoxville. She is a certified public accountant in the state of Texas, a certified management accountant, a project management professional (PMP), and is National Association of Corporate Directors (NACD) Directorship Certified™. She was recognized by WomenInc. in 2019 as one of the “Most Influential Corporate Board Directors” and in 2020 she was recognized as one of the “Top 50 Most Powerful Women in Oil and Gas” by the National Diversity Council. She was awarded a 2020 Breakthrough Award from the Greater Houston Women’s Chamber of Commerce.

Speaker:
Carla Mashinski,
Independent Board Member and Author
12:15 – 1:30pmLunch
1:30 – 2:45pmApplications of Generative AI

Small group, roundtable format where participants can share experiences, use cases, and lessons learned.
2:45 – 3:00pmBreak
3:00 – 4:00pmMarket Structure: What Seasoned Professionals Need to Know

 
Speakers:
Tim Quast, President, ModernIR
Jeff Illian, Chief Technology Officer, Virtus Investment
Patrick Davidson, Senior Vice President, Investor Relations, Oshkosh Corporation (moderator)
6:00 – 9:00pmReception and Dinner

Friday, December 5

8:00 – 8:45amBreakfast and Opening Remarks
8:45 – 10:00amNavigating Corproate Access and Targeting Long-Only Investors

Accessing long horizon investors has become more difficult.  Active management as a percent of total assets under management continues to decline, the sell side is focused on commission paying long / short investors and deemphasizing long-term, low turnover investors, and there are varying approaches from buy side investor access teams.  At the same time, hedge fund active funds have reached an all-time high.  Now is the time to revisit IR practitioners’ approach to Hedge Funds, to differentiate among them, and to target them more effectively.  This panel will look at IR best practices for effectively engaging with long term investors and optimally managing the growing ranks of hedge fund investor.
 
Speaker:
Lisa Rubinger, Head of Broker and Corporate Relations, Ashler Capital
Lance Spacek, Head of Corporate Access, Wells Fargo
Shari Bento, Head of Corporate Access and the Investment Group Resource Management Team, Capital Group
John Sweeney, CFA, Vice President, Investor Relations, West Pharmaceutical Services (moderator)
10:00 – 10:15amBreak
10:15 – 11:15amGaining the Upper Hand: The Art and Science of Influence

While “influence” is a common term, most people only understand it at a surface level. This shallow understanding limits effectiveness. To influence effectively, we need to understand how people make decisions. This presentation will introduce five core truths about human behavior, represented by the principles of The Upper Hand—a behavioral science framework for dignified, effective influence. Each principle is symbolized by a digit of the hand, emphasizing that while each can work alone, they are most powerful together. This framework will equip the audience with tools to build trust, grounded in the psychology of decision-making and mindful of both universal and cultural factors.
 
Speakers
Dr. Abbie Maroño, Author & Director of Education, Social-Engineer, LLC
11:15 – 12:30 pmThe Role of Sound Governance During Times of Disruption


Speakers:
Selena LaCroix
, Board Member, Renesas Electronics; Vice Chair, Technology Practice, Korn Ferry
Amy Feng, Chair of the Board, Whitestone REIT; Executive Vice President, Strategic Situations and Investor Relations, Edelman Smithfield
Peter McDermott, Senior Client Partner, Global Corporate Affairs and Investor Relations, Korn Ferry (moderator)
12:30 – 1:30pmClosing Lunch
12:30-1:30 pmNetworking Lunch

IRC credential holders can claim up to 6 professional development units (PDUs) for participating in this program. IRC-credentialed volunteers and speakers may also earn PDUs.