Thursday, April 7, 2016
11:30am - 1:07pm EDT
1601 Market Street, 36th Floor
Philadelphia, PA 19103-2499


Capital Markets and Financial Planning & Analysis

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Please mark your calendar on April 7, 2016, for NIRI Philadelphia's April event: Capital Markets and Financial Planing & Analysis. These are two of the key topics covered in the new Investor Relations Charter Exam, and the event is a panel discussion with three experts on the topics.
The panel will include Duncan Smith, former CFO of Bryn Mawr Bank and USA Technologies, and Chad Plotkin and Alan Katz, two accomplished IROs with significant finance backgrounds. The panel will be moderated by NIRI Philadelphia board member Jim Ballan, who is head of IR at Franklin Square Capital Partners and a 20-year Wall Street veteran. Complete moderator and panelist bios are attached.
Please bring your own questions and plan to make the most of this opportunity to "lunch and learn" with a great network of Philadelphia IR professionals. This session is certain to help you in your day-to-day IR responsibilities. 
Program Details
Thursday, April 7, 2016
11:30 am - Registration and lunch
12:00 pm - 1:00 pm - Program and discussion
36th Floor
1601 Market Street
Philadelphia, PA 19103-2499
NIRI Philadelphia Chapter Members - No Charge
Non-Chapter Member or Guest - $50

NIRI Philadelphia would like to thank our Sponsor, PR Newswire, for their in-kind sponsorship.

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Moderator and Speaker Bios

Sponsors  |

NIRI Philadelphia is proud to partner with the following organizations providing cutting-edge technology and services for the Investor Relations field. Learn how your organization can partner with NIRI Philly! 

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