funding industry innovation

“Dan and Potomac Core did an excellent job. They were well organized, and did their research on understanding our challenges. He was very engaging, created excitement, and energized our leaders.”

Jeff Morgan, FASAE, CAE

Chief Executive Officer, Club Managers Association of America and former President & CEO, NIRI

Situation

The National Investor Relations Institute 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. As the largest professional investor relations association in the world, NIRI’s more than 3,300 members represent over 1,600 publicly held companies and $9 trillion in stock market capitalization. 

In order to accelerate member and leader engagement, NIRI conducts annual Chapter Leader Summits. As part of an effort to increase member business impact, Potomac Core was retained to collaborate and design a full-day training program with Chapter Leaders.

Outcome

Chapter leaders participated in a wide range of business outcome focused and interactive exercises throughout the seminar. Feedback from NIRI’s chapter officers was very positive and felt their time was very well spent.

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