Goals, KPIs, and Reporting


Blog Posts

Case Studies

Winning IR Podcast Episodes

S3E1 - 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.

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S2E4 - 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.

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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.

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Get insight and recommendations from our investor relations resources and eBooks.

The Ultimate Guide to Investor Relations

Discover how to create a successful investor relations strategy to help you engage with investors, analysts, and your leadership team.

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10 Seasoned IR Experts’ Top Tips for Career Growth in Investor Relations

10 Investor relations professionals and consultants shared how they were able to grow and prosper in their tenure in IR.

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The First 90 Days in a New IR Role

Packed with advice from IROs, this guide gives you everything you need to succeed in the first 90 days of your new investor relations role.

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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.

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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.

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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.

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Webinars & Videos

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.

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