Topics

Goals KPIs and Reporting

Blog Posts

The Most Important Skills for Success in IR (and How to Develop Them)

Building a career in IR requires a combination of education, experience, and developing critical skills. Learn more from Rebecca Gardy:

June 27, 2023

How to Streamline Client Management and Enhance Investor Engagement

Expert IR consultants review their best practices for streamlining client management and earning investor engagement in their IR practices.

June 2, 2023

How to Involve Multiple Stakeholders in Your Investor Relations Strategy

Unsure how to involve stakeholders across your company in investor relations? Learn more about why you need a total stakeholder approach.

April 21, 2023

The Habits of High-Performing IROs and How to Build a Career in Investor Relations

Investor Relations Officers are key strategic players. Learn what qualities separate the top-performing IROs from their counterparts.

March 31, 2023

How to Measure ROI of Investor Relations Software

Is your investor relations software earning you money, or just costing you? Learn how to calculate the ROI of investor relations software.

December 14, 2021

Building a Strong Foundation: Creating an In-House Investor Relations Department from the Ground Up

It's easier than ever to build your own investor relations program, even if you're just one person. Learn how to take the reins of your IR.

February 6, 2023

Case Studies

Winning IR Podcast Episodes

S4E04 - Samantha Sandler from SpringWorks Therapeutics on Building an IR Program For Long-Term Success

Samantha Hilson Sandler is the Head of Investor Relations at SpringWorks Therapeutics, a commercial stage biopharmaceutical company applying a precision medicine approach to developing and delivering life-changing medicines for people with severe rare diseases and cancer. Prior to SpringWorks, Samantha was a Vice President at Blackstone. Samantha started her career in Healthcare Corporate Banking at Bank of America Merrill Lynch.

July 23, 2024

S3E01 - Kendra Brown from FactSet on How IR Can Become a Strategic Partner to the C-Suite

Kendra Brown is currently the SVP, Senior Director, Banking & Sell-Side Research at FactSet, a leading global financial digital platform and enterprise solutions provider. Kendra’s tenure at FactSet has spanned over two decades, including extensive experience in product management for the company, Chief of Staff, and prior to her current role, as the SVP and Head of Investor Relations. Kendra is an accomplished operational and strategic partner in the company, who’s work has helped to contribute to FactSet’s growth and innovation.

October 30, 2023

S2E04 - Rodney Nelson from Twilio on the Importance of Deeply Understanding Your Shareholder Base

Rodney Nelson—VP of Investor Relations at Twilio—is a senior finance leader in the technology sector with experience spanning enterprise software and internet businesses. Since June of 2020, Rodney has been a Board Member and Sponsorship Committee Chair of the Boston Chapter of the National Investor Relations Institute (NIRI Boston). Rodney brings a data-driven approach to building out core functions and processes that span finance and cross-functional initiatives, including partnering with both executive leadership and boards on strategic priorities. His tenure has helped him obtain a deep expertise in corporate strategy, equity and debt fundraising, public offerings, investor relations, financial and strategic planning, financial accounting and SEC reporting.

July 24, 2023

S1E04 - Building a Strong Foundation: Creating an In-House Investor Relations Department from the Ground Up with Brooks Rennie, Byline Bank

Brooks O. Rennie is Head of Investor Relations at Byline Bancorp, Inc. (NYSE: BY). Mr. Rennie established and leads the company’s Investor Relations function in addition to responsibilities related to ESG. Mr. Rennie’s background includes experience in Capital Markets, Mergers & Acquisitions and Corporate Development with a strong local and national network across multiple markets.

February 6, 2023

Ebooks & Guides

IR Directions: Board Reporting and Engagement Best Practices

Understand the best practices for Investor Relations professionals to engage and educate their board of directors and guide strategy.

March 17, 2023

ESG Toolkit for IROs: Part 1 - A Practical Guide to Understanding ESG - Featuring Novisto

Learn about how ESG affects publicly traded companies, why it matters, and how IROs can report on ESG in this new eBook by Novisto & Irwin.

February 6, 2023

The Step-by-Step Guide to Choosing an IR Software

it's important to select an IR-specific software platform that's right for you and your unique needs.

October 25, 2021

Webinars & Videos

Measuring Performance: How to Prove IR's Value to Management Webinar

Measuring Performance: How to Prove IR's Value to Management Webinar

In this NIRI webinar, Irwin co-founder & COO Mark Fasken, and panel of industry experts discuss measuring performance and how to prove IR's value to management.

December 21, 2021