Resources
NIRI Orange County
How Can NIRI Orange County Help You?
NIRI Orange County is dedicated to advancing the practice of Investor Relations through thought leadership and promotion of best practice. We are your local source for education, resources and best practice. The OC membership base is known for their depth of knowledge, years of experience and are trusted guides.
Your Professional Resource
Our Goals
- Identify and meet members’ needs
- Provide educational opportunities that enable and enhance members’ practice and professional development
- Be recognized by its external constituencies as the definitive authority on investor relations
- Actively promote investor relations’ key role in achieving appropriate valuation for the corporation
- Anticipate, identify and communicate new directions and trends affecting the investor relations profession
Our Purposes
- Provide leading professional development for investor relations practitioners
- Advance the discipline of investor relations by being a source of research results and other information
- Pursue a positive environment for the achievement of a member’s particular objectives
- Encourage open and effective flow of information between corporations and financial stakeholders
NIRI National
How Can NIRI National Help You?
NIRI National is the “graduate school” of investor relations, providing multiple educational events such as the annual conference, seminars, webinars, and self-paced courses, for the development of its members.
Use the NIRI Membership Directory to reach out to area members for advice and IRO sample materials.
Professional Development
Annual Conference
The NIRI Annual Conference is an annual event, typically held in June, for the IR community for practitioners, counselors, and providers.
Seminars
Led by a faculty of well-respected investor relations officers and financial, legal, and practice experts, NIRI programs enhance your understanding of trends, issues, and tactics for the successful execution of investor relations. Seminars are designed to meet the needs of all involved in investor relations—from the newcomer to the most established professional. Attend one of the Fundamentals of Investor Relations seminars, typically held in January on the West Coast and September on the East Coast or one of the other subject-specific seminars held annually.
Webinars
Gather your staff and others in one room to participate in NIRI webinars. This is an excellent opportunity to learn without leaving your office or while on the road. Most programs are an hour long and archived for your convenience. Review archived and upcoming webinars here.
Self-Paced Courses
Self-paced online resources are available for purchase for use during a certain time frame. A variety of coursework formats fit any busy IRO schedule.
Learn More About Professional Development
The IRC Credential
Certifying investor relations competencies across key disciplines including finance, strategy, and communications
Developed through the collaboration of its practitioners and constituents, NIRI’s Investor Relations Charter (IRC) credential assures those in the corporate, agency, and investment communities that the charterholder has demonstrated the necessary knowledge and skills for competence across the IR discipline.
Find Out More About Certification
Advocacy
One of NIRI’s four primary mission areas is advocacy regarding regulatory initiatives impacting the investor relations profession. This important function aggregates the opinion of NIRI’s many members, representing trillions of dollars in combined public company market capitalization, bringing the IRO’s voice to the regulatory table in Washington, D.C. This key member benefit is particularly critical in today’s rapidly changing regulatory atmosphere.
Learn More About NIRI’s Advocacy Initiatives
The Orange County chapter wants to add the voices of its members to NIRI’s overall advocacy initiatives, in particular:
- the potential regulation of proxy advisory services
- increasing the required breadth and transparency of institutional share ownership beyond the current requirement to declare long positions 45 days after quarter end
If you have further questions about how you and your company can add your voice to NIRI’s advocacy efforts, how you can contact your member of Congress directly about these issues, or if you would like to discuss these matters further, contact us and a Board member familiar with the issues will be happy to help.
Resources
Publications
Includes the monthly Investor Relations Update; Standards of Practice for Investor Relations; timely Executive Alerts; and NIRI Analytics which include NIRI’s highly valued research studies including comprehensive reports complete with charts, tables, summaries, qualitative data and survey methodology.
Resources Library
NIRI’s Sample Document Library includes templates, plans, and policies provided by members as a point of reference for IR professionals. Members can feel free to download any or all of these documents for reference and revise them to meet your company’s needs.
See NIRI’s Publications and Resource Library
Career Center
Job placement and referral services.
NIRI Community
The NIRI community spans the entire United States. Twenty-five chapters plus a virtual chapter mean that you are always within reach of NIRI members and NIRI events no matter where you are. Next time you are travelling consider attending a local chapter meeting — you will always be welcome and have a chance to meet new IR practitioners.
Connect and collaborate through the NIRI social media network or reach out directly to members. (members only)
SASB
How to Get Ahead in ESG
Investors, money managers and companies are asking more questions and demanding more answers about environmental, social and governance (ESG) factors in the investment process. Investors are increasingly evaluating companies based on ESG information and companies need people with the expertise to respond to such inquiries. Meanwhile, asset managers are increasingly being asked by their clients to incorporate ESG, so they need employees with the skill set to determine what is and isn’t important to that firm’s bottom line..