Insights from “Perception to Reality: Involving the Investor Perspective in Corporate Strategic Planning”.

We’re continuing our popular recap series from the NIRI 2025 Conference. This session, was well-attended, and I thought the nuggets are worth sharing. So let’s dive in! The panel featured moderator Mark Hayes (Partner, Breakwater Strategy) and senior IROs Amy Wakeham (Solventum), Debbie Hancock (Lamb Weston), and Mark Macaluso (ITT)....

What We Learned from Roger Ferguson on “The Promise of Capitalism: Past, Present, and a Brighter Future”.

As promised, we’re back with another session recap from the NIRI 2025 Conference. This one felt different. It is less about tactics, more about perspective. It was a conversation that reminded us of sitting down with a wise grandfather: someone who’s seen cycles come and go, who doesn’t get rattled...

Hallmarks of Best-in-Class Investor Days

We attended the NIRI 2025 Annual Conference in Boston earlier this month, and one standout session was a panel titled “Hallmarks of Best-in-Class Investor Days.” Moderated by Rob Lockerman (VP, Investor Day Practice, Corbin Advisors), the session featured IR veterans Shelly Hubbard (VP, IR, Pentair plc) and Heather Kos (SVP,...

3-2-1 from NIRI ’25 Conf. – Affirming IR’s Value, Integrating Investor Insights, and What’s Next for ESG

Just wrapped up a few days at the NIRI 2025 Annual Conference in Boston. Here are 3 standout sessions, 2 sharp stats, and 1 quote we’re still thinking about, all heard on stage or in conversations with peers and panelists. Whether you attended or missed it, we hope this gives...

3 Sessions Worth Your Time at NIRI Annual Conference 2025

Ahead of this year’s NIRI Annual Conference, we wanted to share a few sessions we’ve been especially close to. Our founder and CEO, Harry, served as a conference committee liaison this year, supporting content planning through the education track. Along the way, he had the opportunity to sit in on...

3 Ways IROs Are Expanding Their Reach Beyond Wall Street

Today’s investor communications go far beyond the earnings call and press release.  The smartest IROs are playing the surround sound game. They repeat their message across different platforms like LinkedIn, X, YouTube, podcasts, and investor platforms like Say Technologies. They also deliver it in different formats like video, audio, visual...

3-2-1 Featuring Slate’s Bold Truck, and Shopper Trends on Mother’s Day, Affordability, and More

3 Insights Worth Your Attention I. Real Shoppers Are Getting a Head Start. Forget May flowers. Shoppers already bought the bouquet. Yep! Mother’s Day falls on May 11, but NielsenIQ estimates that 3 in 4 shoppers will have likely finished their Mother’s Day shopping by the end of April. And...

4 Takeaways from Wendy’s Investor Day that any IRO can use

We didn’t work on this one. But over the past few weeks, we’ve been reviewing several recent Investor Days. Wendy’s 2025 Investor Day stood out. It stood out for how it was built: clear storytelling, a tightly aligned strategy across presenters, and a well-paced design that never felt overwhelming, even...

The Case for the Earnings Shareholder Letter

We’ve been noticing a shift lately, especially at tech companies (think Airbnb, Duolingo, Block, Roku, Netflix), where the earnings shareholder letter is no longer just an add-on. It’s becoming the core of their quarterly messaging. As expectations around earnings communication shift, and with IROs looking to simplify their process, this...

3-2-1: Winning Retailers, Creating Demand, and Leading the Category

3-2-1: Welcome to 3 ideas, 2 quotes, and 1 question to help you push boundaries, move the needle with retail partners, and lead your category. We know 2025’s been tough for the CPG world. But let’s keep showing up, doing the work, and focusing on what we can control. 3...

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