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AGENDA

Note: The material below is from the 2010 session. We are still in the process of developing the 2011 agenda.

DAY ONE

Registration opens at 12:30 p.m. Program begins at 1:30 p.m.

1:30 p.m.

Working with the Capital Markets - Part 1

Charlotte Laurent-Ottomane, President, Nvestcom

The investor relations role in today's environment

The people and the process

Valuation, expectations and share price performance

Challenges that CEOs face beyond financials
Evaluating and developing a successful IR program

2:30 p.m.

Refreshment break

2:45 p.m.

Working with the Capital Markets - Part 2

Megan Malanga, Managing Director, Nvestcom

Transparency in earnings disclosures; managing expectations

How analysts arrive and a price target and what it means

How transparency + guidance + clarity = a fair price and reduced volatility

Leveraging information sources within the company

3:45 p.m.

Closing Bell

Tour of the Exchange floor

4:30 p.m.

Insider Views of the Exchange Markets

Robert Power, Vice President, Global Corporate Client Group, NYSE Euronet

A brief history of the exchange system
Specialist systems vs. electronic communications markets
Perspectives from Specialists and Market Makers

5:30 p.m.

Cocktail Reception

On the floor of the Exchange


DAY TWO

Continental breakfast available at 7:30 a.m. Program begins at 8:30 a.m.

8:30 a.m.

Working with the Sell-side

Avi Barak, Managing Director, Sandler O'Neill + Partners

Collyn Gilbert, Managing Director, Stifel Nicolaus

Matthew Kelley, Managing Director, Sterne Agee

Gil Fuqua, Jr. (moderator), Senior Vice President, Corporate Communications, Inc.

The relevance of and challenges facing the sell-side in today’s market
Getting the right coverage
Analyst views on credit quality, capital adequacy and earnings quality

Incorporating management’s guidance into earnings and valuation models

10:15 a.m.

Refreshment break

10:30 a.m.

Perspectives from the Buy-side

Jonathan Ashe, Equity Analyst, Wellington Management Company

Dave Ellison, Chief Investment Officer, The FBR Funds

Patricia Ouimet, Senior Investment Advisor and Portfolio Analyst, Bell Rock Capital

Anton Schutz, President and CIO, Mendon Capital Advisors

Requirements for attractive investments, e.g. float, market cap, etc.

What the investor hears: Best practices for communicating results and expectations

What the investor says: How investors communicates return expectations

Noon

Luncheon

1:00 p.m.

Leveraging Media Communications and Technology

Dave Hogan, Director of IR, First Financial Bankshares

Gene Marbach, Group Vice President, Makovsky & Company

Nicole Petallides, NYSE Floor Correspondent, FOX Business Network

Mike O'Connell, Director, SNL Investor Relations Solutions

Using new media, social media and alternative formats such as webinars and podcasts

Best practices for working with traditional media

Best practices for written communication

Turning “Crisis Communication” to your advantage

2:45 p.m.

Refreshment break

3:00 p.m.

Investor Relations from the Executive Suite: Managing the Message

Mark R. McCollom, Senior Managing Director, Griffin Financial Group, former CFO, Sovereign Bancorp

Gary Perlin, Executive Vice President and CFO, Capital One

Additional speakers to be announced

Balancing the needs of multiple constituents

Working with the media

The role of the Board of Directors in IR strategy

Collaborating with the Board of Directors on key issues

Collecting accurate information from inside your organization

Program concludes at approximately 4:30 p.m.

   
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