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How To Get Where You Want to Go—IR Best Practices

December 10, 2015 4:30 PM

(See summary at end of event page.) The annual NIRI-Chicago networking reception doubled down with a great panel on IR best practices. Ask top IR officers and members of the Institutional Investor All-American Executive Team what they view as IR best practices and how to get there. This free-ranging discussion will focus on the topics attendees want to discuss, which are likely to include best practices for earnings announcements, quiet periods, non-deal road shows, analyst days and guidance. Email questions ahead of time to info@niri-chicago.org or bring them with you.
 
Panelists: 
Eric Crawford
Associate Director, Equity Research Analyst, UBS Investment Bank
Eric Crawford joined UBS in 2008 and currently covers industrials as an equity research analyst. He was a reinsurance analyst for The Hartford Financial Services Group from 2003 to 2006. He earned his bachelor’s degree from Trinity College, Hartford.
 
Mike DeWalt
Vice President - Finance Services Division, Caterpillar
Mike DeWalt leads Caterpillar’s finance services division, including investor relations, corporate accounting, strategic planning and competitive analysis. He joined Caterpillar in 1981 as an accountant and held positions of increasing responsibility, including senior finance leader for Caterpillar subsidiaries F.G. Wilson in Northern Ireland and Perkins Engine Company in Peterborough, UK (1996-2001); director of strategic investments (M&A); and director of investor relations (2005-2012). He was promoted to corporate controller in 2012 and vice president in 2013. DeWalt has completed the Caterpillar Advanced Management Program and the Executive Program at the University of Michigan. He obtained his bachelor’s degree in accounting from Illinois State University.
 
Kathy A. MacDonald
Vice President, Investor Relations, Mead Johnson Nutrition
Kathy MacDonald has headed Mead Johnson’s IR program since 2011. Previously, she served vice president - finance for the company's Asian and European businesses, which include seven of the company's 10 largest markets. MacDonald’s 25 years of varied experience in finance and auditing includes roles at Bristol-Myers Squibb and PricewaterhouseCoopers LLP (PwC). She holds a bachelor’s degree from Rider University in Lawrenceville, NJ, and is a certified public accountant.
 
Moderator: Steve Carr, J.D., CCEP
Chief Executive Officer, Dresner Corporate Services 
Steve Carr heads Chicago-based Dresner Corporate Services. Before joining Dresner in 2005, Carr was director of public and investor relations at Rhea & Kaiser. Previously, he held senior management positions with Cramer-Krasset, Burson-Marsteller and Hill & Knowlton. Carr received a J.D. from John Marshall Law School.
 
4:30 - 5 p.m. Networking
5 - 6 p.m. Program
6 - 7 p.m. Holiday Networking Reception

The Standard Club
(map)
320 South Plymouth Court
Chicago, IL 60604

Summary: IR best practices Handout: IR best practices Caterpillar 3Q15 news release with Q&A p. 15-16 Mead Johnson Nutrition 3Q15 news release


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