Calling All Members!
 
ISSUE 05, February 2017
 
Co-Presidents'
Message
 
Happy New Year! We hope you all had a great break and got some much needed rest. Your Virtual Chapter finished a very successful 2016 with record attendance for a discussion on IR Annual Planning and Development and an informative session on the SEC Tick Size Pilot Program in December. We've kept up the momentum in 2017 with a discussion on Investor Perception Studies .

We hope you can join us for our upcoming programs:

FEBRUARY

February 21, 2017 @ 12:00 pm EST -1:00 pm EST
 
MARCH

How Might the New Administration Impact the Economy?

March 14, 2017 @ 12:00 pm EST -1:00 pm EST

 

APRIL

Award Winning IR Programs

April 11, 2017 @ 12:00 pm EST -1:00 pm EST
 
We have lots of exciting news to share with you, so read on!
 
Four IRC Scholarships to be awarded by NIRI Virtual
In an effort to help members round out their knowledge and skills, the NIRI Virtual Chapter (NIRI VC) will be offering FOUR Investor Relations Charter (IRCâ„¢) scholarships: one for the 2017 March testing window and three for the June testing window.

Any NIRI Virtual member can apply for the scholarship. You will be asked to provide eligibility for the IRC exam. To determine your eligibility for the IRC exam, please visit www.niri.org/certification .

The first testing window is March 18-25, 2017. Due to the impending final application deadline of February 4, 2017 to apply for the IRC exam we are going to award this initial scholarship to the NIRI Virtual member who receives the highest score. Due to confidentiality rules associated with the IRC exam, VC test takers will need to fill out a form granting NIRI permission to share your test score with us to determine the winner.

The second testing window is June 10-17, 2017. All of those interested in applying for eligibility for the June testing period, will be asked to provide NIRI VC's Scholarship Committee no more than two type-written pages information regarding: current job role and background in IR or related fields, career goals (short-term or long-term), commitment to continuing education (other courses/seminars), involvement in NIRI, expected benefit from the IRC, and financial need (i.e. do you have access to company financial support).

Submissions for these three remaining scholarships are currently being accepted and are due by Monday, March 6, 2017. Please email your written application and submit any questions to NIRI Virtual's co-presidents, Tripp Sullivan:
tsullivan@scr-ir.com and Sheryl Joyce: sherylajoyce@gmail.com .
 
If you are granted the scholarship and successfully pass the IRC exam, you will be reimbursed for the testing fee and cost of the book.
 
Save the date - 2nd Annual NIRI Virtual Gets Physical: April 5, 2017
On April 12, 2016 we coordinated seven member/prospect events across the continental U.S. in our first-time ever "NIRI Virtual Gets Physical" initiative.  Locations included Buffalo (NY), Birmingham, (AL) Grand Rapids (MI), Nashville (TN), Portland (OR) and Tulsa (OK)!  Formats ranged from lunch round-tables to formal programs to social mixers.

Following on the success of last year's event, we will be hosting another NIRI Virtual Gets Physical on April 5, 2017. We are in the midst of finalizing the details and will be sending out a formal invitation in the coming weeks. In the meantime, if you are interested in attending contact Jackie Powell at 864-384-3265 or via email at NiriVirtualChap@bellsouth.net   .

See You in Orlando and Save The Date!
NIRI Annual Conference | June 4 - 7 in Orlando, FL
If you are thinking about attending the annual conference, please be sure to capitalize on the February 27 early bird registration deadline: https://www.niri.org/professional-development/annual-conference/2017-annual-conference/overview).
 
Save the Date for our Annual Lounge Lizard Party -- Sunday, June 4 at 9 PM. More details will be sent out in the coming weeks. The event which, continues to grow in size (and reputation as an awesome party) is open to all Virtual Chapter members and Chapter Partners , so feel free to spread the word!  We hope to see you there!
 
Lastly, we would like to bring your attention to the VC's new LinkedIn company page. When you have a moment, please log in and follow our page: https://www.linkedin.com/company/niri-virtual-chapter.
 
Sponsors
As always, we would also like to thank our NIRI VC sponsors, as they are crucial in the success of our Chapter:

Gold Level Financial Sponsors : Broadridge, S&P Global Market Intelligence and TalkPoint
Silver Level Financial Sponsors : IPREO and Q4
Bronze Level Sponsors : Business Wire, Corbin Perception, Craib Design & Communications and Pressley Johnson Design
 
We look forward to updating you in our next newsletter scheduled for April 2017.

Sincerely,

Sheryl Joyce, Perfect Channel LTD and Tripp Sullivan, SCR Partners LLC
 

  Learn More about the benefits of membership in our Member Profile.
Sheryl Joyce
Director of Marketing
Perfect Channel LTD
Tripp Sullivan
President
SCR Partners LLC

Programs 
Update
 

2016-2017 PROGRAM SERIES

NIRI Virtual Chapter is pleased to bring virtual learning opportunities to your desktop.

Each 60-minute webinar the NIRI Virtual Chapter offers focuses on a specific investor relations topic, gives you the opportunity to get your questions answered by industry experts, and is one of the most convenient ways to further professional development for you, your staff and your colleagues. All of our webinars are scheduled from 12 Noon to 1 p.m. Eastern time to allow for maximum attendance. In addition, the Virtual Chapter is certified and CPE credits are offered for attendance.    
 
The NIRI Virtual Chapter (NIRI VC) is once again pleased to offer our members monthly webinars to help IROs like you:  
  • Perform your job,
  • Build your skills,
  • Get CPE credits and
  • Expand your professional network
 
For your convenience, our 2016-17 program roster can be found on our website , where you can search by month and easily add them to your calendar. Or, find them here :
 
Leveraging Wall Street for a Better IR Strategy - Will Starrs, S&P Global Market Intelligence 
February 21, 2017 @ 12:00 pm EDT
 
How Might the New Administration Impact the Economy? - Richmond Fed, Andy Bauer
March 14, 2017 @ 12:00 pm EDT
 
Award Winning IR Programs - TBD
April 11, 2017 @ 12:00 pm EDT
 
Managing Your Career in Investor Relations - TBD
May 9, 2017 @ 12:00 pm EDT
 
If you were unable to join us for our January event "Investor Perception Studies" or would like to listen again, please find the archived version on our website here . If you have any questions about the 2016-17 programs, or have suggestions for a topic for 2017-18, just contact Jackie Powell, the NIRI VC Administrator, at 864-384-3265 , or by email at   NiriVirtualChap@bellsouth.net .

In addition to the monthly programs, the Chair of the Professional Development Committee, Ron Parham, will host several cafe chats. The chats will be focused on NIRI National's ongoing advocacy efforts. NIRI supports a variety of financial regulatory reform issues. Valerie Haertel, Head of Global Investor Relations at BNY Mellon and 2015-2016 Chair, Advocacy Committee of the NIRI Board of Directors, and Ted Allen, Director, Regulatory Affairs and Practice Resources, NIRI National, provided updates on NIRI and its role as advocate for the IR profession.

Have an idea for a NIRI Virtual webinar? The Programs Committee invites you to send your submissions to
info@nirivirtual.org 
 
Member 
Profile
 

Getting to Know:

 
 
Mike McGuire
Vice President, Investor Relations
CVS Health
One CVS Drive
Woonsocket, RI 02895
 


What led you to IR and where has it taken you?
I was recruited into the finance department of CVS upon earning my MBA. I learned a lot, serving in various financial roles within financial planning & analysis, strategic planning, store budgeting & reporting, and treasury & capital management over the course of five years in the finance group. At that time, our IR department consisted of only an IRO; she needed an IR analyst and she recruited me into that role. Our market cap was "just" $10 billion at that time and it has since grown to $90 billion over the past 15 years! We now have a department of five professionals, and could use more!
 
What has been the most exciting thing you have been involved with in your IR career?
CVS has been very acquisitive, and such transactions are always exciting as they give us the opportunity to update our messaging and develop relationships with new shareholders. The most exciting one occurred about ten years ago and was a transformative merger, combining the largest U.S. pharmacy benefits manager of equivalent market cap into CVS, the largest U.S. retail drugstore. From an IR perspective, we, a retailer, needed to convince the target's healthcare shareholders and analysts to support the transaction while also fending off an unsolicited bid from a competitor. We were successful, but over the ensuing years faced pressure to break up the Company as synergies weren't being realized as fast as the Street would have liked. Ultimately, this led to a change in our executive leadership team. That change brought further IR challenges in communicating revised expectations with the investment community. Since overcoming those hurdles, I'm very pleased to say that the resulting combination has been very successful and rewarding for shareholders.
 
What do you especially like about the IR role? What do you find most challenging? Most rewarding?
As people in similar capacities know, the IR role gives us a unique perspective on the company - we need to understand holistically the company's strategy, which I especially enjoy. I also like the variety, including opportunities to get out of the office and interact with investors and analysts in different settings.
Perhaps the most challenging aspect comes when educating various C-suite executives on the markets, given their various backgrounds and perspectives.
Since we are a pharmacy innovation company that strives to help people on their path to better health, the most rewarding aspect is reaching out to retail shareholders and listening to their stories of loyalty to CVS, based on their personal health experiences. They have an emotional bond to CVS, which is very comforting to hear.

Tell me about your involvement with NIRI generally, and the Virtual Chapter specifically, and what you get out of it.
Based in Rhode Island, I have been a member of NIRI Virtual since its inception. Previously, I had been a member of the Boston chapter but it wasn't geographically convenient for me to participate in their activities. I have found Virtual very conducive to my schedule, especially participation in the webinars. I have also attended the NIRI Annual Conference on occasion, presenting once on marketing to the retail investor. I have also benefited from NIRI training sessions, as have members of my staff.
 
Tell me a fun fact about yourself that not a lot of members know.
Before earning my MBA, I practiced as a registered architect for ten years!


New &  
Renewed Members
 
NIRI Virtual would like to welcome and congratulate both our new and renewed members.

Ruben Argueta 
Quidel Corporation
Joerg Hoffmann
Wacker Chemie AG
Claudia Pitre
Barrick Gold Corporation
Krystal Berrini
CamberView Partners, LLC
Cynthia Holt
Tanger Outlet Centers, Inc.
Scott Pond
Nu Skin Enterprises, Inc.
Juan Bonifacino
CamberView Partners, LLC
James Hunt
Tupperware Brands Corp.
Robin Riggins
FBL Financial Group Inc.
Kary Brunner
Wal-Mart Stores, Inc.
Mark Kinarney Francisco Victor Salas
Aboitiz Equity Ventures
Beth Carty
Washington REIT
Mark Kobal
CME Media Services Limited
Christine Skold
Tractor Supply Company
Clifford Chen
Hawaiian Electric Industries, Inc.
Kelly Langele
Infinity Property and Casualty
Lilian Stern
Stern IR
Loren Dargan
Tanger Outlet Centers, Inc.
Scott Leinenweber
Abbott 
Amanda Stevens
D.R. Horton, Inc.
Stacy DeNoyior
Broadridge Financial Solutions, Inc.
Karen Litzler-Hollier
Dell Inc.
Colleen Sullivan
National Health Investors
Mary Gentry
ScanSource, Inc.
Claire McAdams
Headgate Partners LLC
Clarence Swearngan
Westlake Chemicals Corp.
Ira Gostin
120 West Strategic Communications
Raj Mehan
Steelcase Inc.
Trisha Voltz
Carlson Hancock Holding Co.
Eric Grimshaw
ONEOK, Inc.
Vicki Mills
Employers Insurance Group
Peter Vozzo
Westwicke Partners, LLC
Perry  Grueber  Jeffrey O'Keefe
Hovnanian Enterprises, Inc.
Thomas Ward
Simon Property Group
Susan Hanson
Plexus Corp.
Kristy Olshan
Armstrong Flooring
Thomas A. H. White
Unum Group
Margo Happer
Wyndham Worldwide
Lauren Pendergraft
Avista Corp.
 
 


Sponsor
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We'd like to thank our sponsors for their continued support.
Gold Level Sponsors

broadridge

Silver Level Sponsors

ipreo



Bronze Level Sponsors

Sponsor - Businesswire





 



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