NIRI San Francisco Announces Board Officers and Directors for the 2021-2022 Fiscal Year

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In fiscal 2021, the NIRI San Francisco board leveraged the power of collaboration across the entire NIRI national organization to execute its key initiatives.

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Thursday, August 12, 2021
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Communications, Public Relations, Investor Relations, VP, Communication, NIRI, Silicon, IHS Markit, Silicon Valley Bank, Ecosystem, Sex, Environment, Bill.com, Disability, LinkedIn, Learning, San Francisco Bay Area, Senior, IR, Consultant, SEC, National Investor Relations Institute, LHA, Gender identity, SF, Board, Color, VMware, Leadership, Wellness Corporate Solutions, Association, Volunteering, Large, Comment, IPO, AST, Religion, Director, Investor relations, Advocacy, Airline, Financial adviser, Management, Asset management, Pension fund, NIRI San Francisco, NIRI: The Association for Investor Relations, NIRI SAN FRANCISCO, NIRI: THE ASSOCIATION FOR INVESTOR RELATIONS
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United States, California, WASHINGTON, BRAND, SAN FRANCISCO, VICTORIA, SAN DIEGO, SILICON VALLEY, WESTERN REGION
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NIRI SAN FRANCISCO, NIRI: THE ASSOCIATION FOR INVESTOR RELATIONS
Summary
Key Points: 
  • In fiscal 2021, the NIRI San Francisco board leveraged the power of collaboration across the entire NIRI national organization to execute its key initiatives.
  • The San Francisco board also supported NIRIs advocacy efforts in Washington, which influenced proposed regulatory changes at the SEC.
  • The San Francisco chapter was one of eleven NIRI chapters to submit a comment letter to the SEC in response to proposed amendments to its 13F disclosure rules.
  • NIRI San Francisco provides resources for IR best practices, thought leadership in the capital markets, and advocacy in Washington, D.C.


The San Francisco Chapter of the National Investor Relations Institute (NIRI SF) today announced that its members have elected 15 officers and directors to its board for the twelve-month term, effective July 19, 2021.

In fiscal 2021, the NIRI San Francisco board leveraged the power of collaboration across the entire NIRI national organization to execute its key initiatives. While navigating the uncertainty of the pandemic, the board quickly shifted to leverage technology to deliver relevant and timely learning opportunities to its members such as webcasts featuring IPO Market Trends and How to Build your Brand with LinkedIn. The San Francisco board partnered with Silicon Valley, San Diego, L.A., and several other chapters to offer broad networking opportunities enabling members to connect with IR professionals within and beyond the Bay Area.

The San Francisco board also supported NIRI’s advocacy efforts in Washington, which influenced proposed regulatory changes at the SEC. The San Francisco chapter was one of eleven NIRI chapters to submit a comment letter to the SEC in response to proposed amendments to its 13F disclosure rules. NIRI, at the national and chapter levels, played a significant role within a larger ecosystem of respondents across several business groups, associations, and 250 individual corporations that represented a combined market cap of nearly $3 trillion. As a result of these efforts, the SEC listened to the overwhelming opposition to their proposal and in October, it was reported that the SEC planned to withdraw the proposal.

“Our accomplishments in a year marked by the pandemic reflect not only the strength of the Board, but more importantly, the strength of the entire NIRI organization and the power of collaboration within and across local chapters. Looking ahead, we remain more focused than ever on cultivating a welcoming professional community that enables our members to grow in their careers. We will continue to deliver valuable learning and development opportunities virtually, hoping to return to in-person networking events by the end of 2021. Our newly formed diversity and inclusion committee will play an essential role, identifying ways for us to support increased diversity within the IR profession,” said Lisa M. Hartman, president, NIRI San Francisco.

The NIRI San Francisco Chapter Officers and Directors for 2021-2022:

President - Lisa Hartman, Senior Vice President, Head of Investor Relations, Redwood Trust

President-elect and VP, Treasurer - Victoria Hyde-Dunn, Vice President, Investor Relations, Informatica

VP, Sponsorship - Chris Genualdi, Head of Investor Relations and M&A Finance, Planet

VP, Communications - Katie Burke, Manager, Investor Relations, Robinhood

VP, Communications - Anne Chapman, Managing Director, Joele Frank

VP, Communications - Will Wong, Director, Investor Relations, Okta

VP, Programs - Ben Ashwell, Editor, IR Magazine

VP, Programs - Malin Clark, Partner, Third Economy

VP, Programs - Josh McGinn, Senior Vice President Western Region, AST Financial

VP, Programs - Karen Sansot, Vice President, Investor Relations, Bill.com

VP, Membership - Richard Gu, Senior Director, Investor Relations, VMware

VP, Membership - Anna Vu, Director, Investor Relations, Silicon Valley Bank

VP, Advocacy Ambassador - Moriah Shilton, Senior Vice President, LHA Investor Relations

Director at Large - Kelly McGeehan, Global Head, Corporate Solutions, IHS Markit

Director at Large - Nicole Noutsios, Founder, NMN Advisors

About NIRI San Francisco

Founded in 1977, NIRI San Francisco is one of the oldest, largest, and most established local chapters in the United States. NIRI San Francisco is comprised of approximately 130 investor relations practitioners from the San Francisco Bay Area, resulting in a dynamic mix of IR professionals dedicated to promoting the practice of investor relations within the business and financial communities. NIRI San Francisco provides resources for IR best practices, thought leadership in the capital markets, and advocacy in Washington, D.C. The chapter offers compelling networking opportunities through a variety of educational programs, social events and seminars for current and prospective members, covering industry topics and challenges relevant to today's investor relations officer. For more information including how to join, current events and sponsorship opportunities, please visit http://www.nirisf.org.

About NIRI: The Association for Investor Relations

Founded in 1969, NIRI is the professional association of corporate officers and investor relations consultants responsible for communication among corporate management, shareholders, securities analysts, and other financial community constituents. The largest professional investor relations association in the world, NIRI's more than 2,800 members represent over 1,350 publicly held companies with more than $7 trillion in stock market capitalization. Through its collaborative community, NIRI advances engagement in the capital markets and drives best practices in corporate disclosures, governance, and informed investing.

Mission Statement

Through its collaborative community, NIRI advances engagement in the capital markets and drives best practices in corporate disclosures, governance, and informed investing.

Diversity and Inclusion

NIRI welcomes everyone regardless of race, color, religion, sex, gender identity, sexual orientation, national origin, age, or disability. NIRI is committed to providing a safe, productive, inclusive, and welcoming environment for attendees, volunteers, staff, and others engaged in programs, meetings, events, and activities, including chapter programs. Diversity is valued in governance, speaking, thought leadership and other roles within NIRI.

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