IR Impact Forum – AI & Technology
Transforming IR for the AI era
Convene 101 Park Avenue, New York
About the event
A year ago, the conversation around AI within investor relations centred on adoption and implementation: which tools to use, how to implement them and how to manage the associated risks. Today, the landscape has evolved significantly. AI is no longer an emerging concept for many IR teams, but has become embedded in daily workflows, from investor targeting and sentiment analysis to content creation and market intelligence. The next challenge is not whether to use AI, but how to use it confidently, effectively and strategically.
The IR Impact Forum – AI & Technology will focus on moving beyond adoption, implementation and experimentation to delivering measurable value by building trusted AI-driven workflows. Learn how leading IR teams are integrating AI into decision making, stakeholder engagement and corporate communications. Through practical case studies, peer discussions and expert insight, the event will explore the skills and technologies that will define the next generation of investor relations.
More than 150 attendees will join us on Thursday, November 12, 2026 for a focused and practical event designed to help IR professionals understand and harness the power of AI.
WHEN
WHERE
Convene 101 Park Avenue, New York
NIRI IRC® CREDENTIAL
Holders of the NIRI IRC® credential can earn up to four professional development unit (PDUs) per day. IRC-credentialed speakers may also earn PDUs. For more information about the Investor Relations Charter (IRC)®, please visit www.niri.org/certification.
BACK BY PUBLIC DEMAND !
AI workshops: gain hands-on experience in a secure, risk-free environment
If you are interested in using AI and innovative technology to alleviate the strain of mundane or repetitive IR tasks — but face budget constraints or limitations on experimenting — this event is perfect for you.
Our distinctive in-person format will showcase expert panel discussions followed by interactive hands-on workshops, giving you a safe and secure environment to explore how to use a variety of AI tools and innovative technologies for various IR functions.
By the end of the event, you will have a comprehensive understanding of what AI and technology is available and — more importantly — how to use it, coupled with a plethora of guidelines to complement your learning.
Themes: 2026
- Build your own sell-side analyst to stress-test earnings messaging before it reaches the market
Before earnings day, wouldn’t it be useful to know how analysts are likely to interpret your story? In this hands-on session, you’ll learn how to build your own AI sell-side analyst and use it to pressure-test your messaging before analysts do, understanding how subtle shifts in language may influence analyst perception. - Discover how the buy-side and sell-side are using AI in their analysis
AI is becoming an increasingly important tool in the investment process, influencing how investors assess opportunities and form views on companies. Hear directly from buy-side and sell-side professionals about how they’re using AI and what it means for the future of investor communications. - Learn how to build an IR agent
What if an AI assistant could monitor peer earnings calls and deliver executive-ready briefings automatically? In this practical workshop, you’ll build an IR agent designed to capture key developments from earnings calls and provide rapid, market specific analysis for your executive team. - Understand how IR must adapt to AI-driven markets
AI is reshaping the investment landscape and changing the way investors engage with company information. Join us to explore the implications for IR and gather strategic insights to remain trusted and visible as new technologies redefine market communications. - Use AI to enhance market intelligence for more credible investor communications
Great investor communications start with great intelligence. Discover how AI can help identify emerging investor and market trends, enabling more timely and informed engagement. - Make your corporate story discoverable in an AI-powered world
As investors increasingly turn to AI to research companies, being discoverable has become about far more than SEO. Learn practical ways to structure content and strengthen your digital presence so AI platforms accurately understand and represent your company’s story. - Build an effective and responsible Agentic AI strategy
Many IR teams are moving beyond AI experimentation and starting to deploy AI agents in real-world workflows. Discover where agents can deliver genuine value and what it takes to deploy them effectively within a well-controlled framework. - Gain tactical insights into how AI is transforming early activism risk detection and response
The earlier you spot potential shareholder concerns, the more options you have to address them. Learn how AI can reveal early indicators of investor interest and market developments, supporting more informed shareholder engagement. - Best practice for using AI to anticipate analyst questions and prepare executives with greater confidence
Strong earnings Q&A preparation can have a major impact on how your story is received. Consider how AI can help identify the questions analysts are most likely to ask, giving management teams greater confidence as they prepare for earnings. - Leverage AI to enhance shareholder analysis and better understand investor intent
Shareholder analysis has evolved beyond identifying potential investors. Discover how AI can help IR teams develop a deeper understanding of their shareholder base and engage more effectively with the market.
Speakers: 2025
What our attendees say
Who attends our events
Our attendees are leading IR practitioners with an established track record and strategic IR role within their company.
Below is a sample list of attendees who have joined our events in the past:
| JOB TITLE | COMPANY |
|---|---|
| CFO | Envela Corporation |
| Director, IR | General Electric |
| Director, IR | Kyndryl |
| Director, IR | Roko |
| Director, IR | Fresenius |
| Head of IR | Fiserv |
| Head of IR | Esperion |
| Senior director, IR | Cognizant |
| Senior vice president, director of IR | Chubb |
| Senior vice president, IR | Walmart |
| JOB TITLE | COMPANY |
|---|---|
| Senior vice president, IR | Voya Financial |
| Senior vice president, IR | eHealth |
| Senior vice president, IR | Solventum |
| Vice president, IR | Braze |
| Vice president, IR | Cognizant |
| Vice president, IR | PG&E |
| Vice president, IR | Reynolds Consumer Products |
| Vice president, IR and financial reporting | Sonic Automotive |
| Vice president, strategy marketing and IR | Advanced Energy |
| Vice president, IR | Campbell |
| Vice president, IR | WW International |
Partners
Forum Partners
Thinking of becoming an event partner?
Our events provide a unique opportunity to get in front of some of the most influential people in the IR community. As a partner, you will gain an extensive amount of exposure through a wide range of print and digital marketing materials, both pre and post event, as well as on the day itself. Additionally, you can use the event to align yourself with IR excellence and network with key decision makers from across the region – the ones pushing the profession forward through innovation.
Coalition for the Homeless
IR Impact is a long-term supporter of the Coalition for the Homeless. The Coalition is doing all in its power to ensure that homeless New Yorkers get the help and protection they need.
For further information about their work, please visit coalitionforthehomeless.org.
Book your place
Click below to book your ticket.
IMPORTANT: The corporate rate is reserved for in-house IR and communication professionals, employed directly by a corporation listed on a public stock exchange ONLY. All other bookers should select the non-corporate rate.
If you have any questions, please contact Thomas Williams on [email protected] or +44 208 090 2156.
CORPORATE TICKET
$495
$195
FIRST RELEASE RATE
- All panel discussions
- All networking sessions
- All catering including breakfast, lunch and breaks
- Networking drinks reception
- Post-event access to the workshop materials
9 tickets remaining at first release rate
NON-CORPORATE TICKET
$2,695
$1,995
FIRST RELEASE RATE
- All panel discussions
- All networking sessions
- All catering including breakfast, lunch and breaks
- Networking drinks reception
- Post-event access to the workshop materials
3 tickets remaining at first release rate
Venue information
Accommodation:
IR Impact has arranged for discounted rates at nearby hotels located a short distance away from the venue. Click here to view the hotels and rates.
Gallery
Key insights into the latest trends and best practices
How the buy side uses AI to pick stocks and the truth inside SEC filings – IR Voice
How the buy side is using AI to help with investment decisions and we speak to an SEC filings expert
Investor targeting and AI: Where are we now – and what are the possibilities?
AI is already being applied to targeting, but accuracy could be improved further with higher-quality data
How Udemy’s Dennis Walsh won an IR Magazine Award for his use of social media and video
Innovative video series featuring customer and creator panels proves a hit with investors
