We are thrilled to welcome you to our upcoming ‘On the Road’ conference in the vibrant city of New Orleans. Known for its rich cultural heritage and strategic position as a global business hub, New Orleans offers the perfect backdrop for forging new partnerships and expanding your business presence. See you there.
EVENT PROGRAMME
‘ON THE ROAD’ NEW ORLEANS 10th — 14th June 2025 | Roosevelt New Orleans
HEADLINE SPONSORS
IR Global | ‘On the Road’ New Orleans
MESSAGE FROM ROSS
We are thrilled to welcome you to our upcoming ‘On the Road’ conference in the vibrant city of New Orleans. Known for its rich cultural heritage and strategic position as a global business hub, New Orleans offers the perfect backdrop for forging new partnerships and expanding your business presence.
Our conference will take place at the luxurious Roosevelt New Orleans, A Waldorf Astoria Hotel, located just steps from the iconic French Quarter. This historic venue offers an exceptional setting for both professional programming and social gatherings. For those arriving early, we invite you to join us for pre-event social gatherings hosted by our generous sponsors and local members on Tuesday, June 10th. These informal events provide a fantastic opportunity to connect with fellow attendees ahead of the conference. The official programme begins on Wednesday, June 11th, and runs through Saturday, June 14th. This year’s agenda features a dynamic mix of professional and social activities designed to foster meaningful connections, including a walking tour, rooftop networking reception, luxury dinner at the New Orleans Board of Trade, and a closing reception at The Jaxson with stunning views of the Mississippi River. To conclude the event, we offer an optional excursion to the historic Oak Valley plantation on Saturday, June 14th, where you can delve into the complex history of this iconic site.
For our professional programme there will be high quality speakers, networking tables, and numerous practice area breakout sessions and workshops. Please ensure you have downloaded the IR Global Events App so you can connect and set up meetings in advance of the event as well as ‘match make’ yourself with attendees where you feel you have the most synergy. Finally, if you haven’t already done so, please ensure you have completed the pre-event survey, as this enables us to place you in the most suitable working sessions. For information on the event and how you can make the most of your experience, please ensure you read this event pack in full. If you have any other questions in advance of the conference, please contact the events team at events@irglobal.com .
IR Global WhatsApp Group We have set up a WhatsApp group for all attendees to join so you can receive useful notifications during the event. We recommend you join this group. Please join via the QR code . Please note that this is a closed group and only IR Global can post in it. It will be deleted after the event. Running/Walking Club If you would like to join the walking/running club that will take place on Wednesday , Thursday and Frid ay AM please join the WhatsApp group via the QR code here.
In this pack Message from Ross Nicholls......................................................3 Making the most of your event.................................................4 The IR Global Events App........................................................5 Sponsors...................................................................................6 Membership........................................................................7 Headline........................................................................8–11 Social / Exhibitors.......................................................12–13 Conference Overview.............................................................14 Social Programme...................................................................15
Schedule (Wednesday): Networking Sessions..........................16 Schedule (Thursday): Presentations Day.................................17 Keynote Speakers..............................................................18–20 Schedule (Friday): Breakout Sessions & Workshops................22 Breakout Sessions....................................................................23 Workshops........................................................................24–25 Conference Venue: The Roosevelt New Orleans . ..........26 Staff Attending........................................................................28
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IR Global | ‘On the Road’ New Orleans
MAKING THE MOST OF YOUR EVENT
THE IR GLOBAL EVENTS APP ‘IR GLOBAL NEW ORLEANS’ You can now download the app for this event by searching ‘IR Global New Orleans’ on your mobile app store. This app offers our event attendees an intuitive digital experience which will allow them to fully maximise their time pre, during and post our conferences.
Event Preparation Meeting Programme
Social Media Follow the conference via our social media platforms and share your experiences. You don’t have to wait until the conference to tweet; start using #IRGNOLA25 now! Share your photos with the other attendees...
Please review the meeting programme prior to attending. Register for any of the optional social excursions (additional costs may apply) you wish to attend prior to the conference start date. Personal Itinerary You will be sent your personal itinerary 1-2 weeks prior to the conference date. Please review carefully as this will contain vital information regarding the required preparation for your sessions. This will be available within the IR Global Events app where you can also add and book meetings. Client Manager Contact your client manager prior to the conference to assist with promoting your attendance, sharing news and working you with connecting with other attendees of interest.
Benefits: • Expand your profile and tell us about your interests and goals for your conference attendance • Learn more about our event sponsors and how they can support your international practice • Download the attendee list and find those you wish to meet during the conference days with ease • View profiles and interests of other attendees • View full event details and your personalised schedule of sessions to attend • Familiarise yourself in advance with the content for your sessions • Schedule 1:1 meetings with other attendees – Live event updates – View full attendee list – View speaker and event sponsor information • Join conversations about topics critical to our industry today – Q R Code contact sharing and contact download
/company/irglobal /ir_global /channel/UCyrLIdDikiA-tXFa-mhfd2A /irglobal
Attendee Lists IR Global will make attendee lists available to view via the IR Global Events app in advance of the conference dates. We advise contacting members directly to arrange meetings.
Manage everything from intake to invoice with Clio
– C ontact sharing walk through here vimeo.com/782530108/06e999e5c5
How to use the App Search your app store for ‘IR Global New Orleans’ and you will find our app for download. Once downloaded, you will be asked to register with your email address to access the app. Once logged in you can then start connecting with fellow attendees directly, arrange meetings and see who will be in your sessions!
Easy-to-use software that streamlines your: • Billing and payments • Client intake • Document management • Calendaring and more
*Available to download Search IR Global New Orleans in your App Store or Play Store
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Learn why 150,000 legal professionals trust Clio to run their practice. Plus claim your exclusive, IR Global member discount at clio.com/irglobal
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IR Global | ‘On the Road’ New Orleans
SPONSORS
MEMBERSHIP SPONSOR LOOPER GOODWINE P.C.
MEMBERSHIP SPONSOR
US – Texas | loopergoodwine.com
About Looper Goodwine P.C. Looper Goodwine P.C. handles sophisticated oil and gas industry transactions and litigation, a law firm with deep ties in the Houston and New Orleans business communities. We provide elite competence in regulatory representation and domestic and international onshore and offshore oil and gas transactions. Looper Goodwine partners left well-established law firms to build a law firm model representing middle market public and private companies and complex partnerships. Understanding the oil industry enables the firm to serve as a strategic legal advisor and supplement to our clients’ legal departments. Our lawyers handle complex acquisitions, energy litigation, project finance and tax structuring About Donald R. Looper & Taylor P. Mouledoux Donald Looper is a tax lawyer whose practice focuses on project finance, project development, and structuring partnership, corporate, and international transactions. Don’s skills for structuring and managing international business transactions have resulted in his being selected by clients to manage international projects negotiated in 36 foreign countries and across the United States. U.S. clients utilize his tax and project management skills to navigate treaty issues and manage acquisitions in foreign countries, including supervision of local lawyers and accountants, tax reporting, and contracting. Taylor Mouledoux is a shareholder with Looper Goodwine P.C. and enjoys a diverse energy practice that includes litigation, transactional, and regulatory matters both onshore and offshore. His litigation experience includes a number of complex matters, including disputes on the Outer Continental Shelf (OCS) involving predecessor liability for decommissioning, Louisiana “legacy lawsuits” alleging property contamination from historical E&P operations, and trade secret disputes involving seismic data ownership and licensing. He has also litigated environmental matters under the Clean Water Act and other federal statutes and has pursued and defended lien claims on behalf of operators and service providers under the Louisiana Oil Well Lien Act.
HEADLINE SPONSORS
SOCIAL SPONSORS
Donald R. Looper Partner dlooper@loopergoodwine.com
EXHIBITOR SPONSORS
WORKSHOP SPONSOR
BREAKOUT ROOM SPONSOR
Taylor P. Mouledoux Partner tmouledoux@loopergoodwine.com
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HEADLINE SPONSOR
HEADLINE SPONSOR
CCK STRATEGIES, PLLC
SANLI PASTORE & HILL
US – Oklahoma | cckcpa.com
US – California | sphvalue.com
About Sanli Pastore & Hill Sanli Pastore & Hill, Inc. (SP&H) is a specialist Expert Testimony & Litigation Opinions, Forensic Accounting, Finance & Economics, Business, Brand & IP Valuations, Fairness & Solvency Opinions and Transaction Advisory Services firm with offices in Los Angeles, Sacramento, San Diego, and Chicago. SP&H’s principals and senior professionals have over 100 years’ combined experience utilizing their intuition and perspective to create confidence in the results. Our partners have been named as expert witnesses in over 1,200 court proceedings and have provided over 3,500 financial opinions and testimony for shareholder disputes, marital dissolution, intellectual property litigation, mergers and acquisitions, fairness & solvency situations and other advisory services. Each year, SP&H works on over 150 matters, which include forensic accounting and litigation support matters, valuations of business brands, patents & intellectual property for businesses ranging from start-ups to Fortune 500 companies, Forbes 400 members, U.S. government agencies, and foreign governments. The industries we cover include high technology, entertainment and media, medical and life sciences, consumer products, manufacturing, telecommunications, software, energy, defence & service. The firm has unequalled research and analytical capabilities, as well as the dedication, creativity and excellence of its staff, which ensure superior quality products and results. About Nevin Sanli Mr. Sanli is President and Founder of Sanli Pastore & Hill, Inc. He is responsible for the overall management of the firm, including client engagements, litigation support, expert witness testimony, strategic planning and relationship management. Mr. Sanli has been a financial consultant for over 30 years specializing in expert testimony & litigation opinions, forensic accounting, finance & economics, business, brand & IP valuations, fairness & solvency opinions and transaction advisory services. Mr. Sanli has extensive experience in testifying in trials and mediation, preparing board presentations and advising on acquisitions.
About CCK Strategies, PLLC Founded in 1997 by three young partners motivated to build a new type of CPA firm, CCK Strategies became a non- traditional public accounting and business consulting firm. The CCK Strategies logo reflects the desires of the Partners to focus on international cultures, relationships and business opportunities while making a difference in our local, state and national and global economies. CCK’s success can be attributed to a few fundamental principles of service, value and care. CCK is a unique firm that connects globally by working with companies headquartered on four continents with operations in over 25 countries. CCK export revenue from international clients has increased approximately 350% over the period 2013 to 2024. This increase in international sales has been a principal driver in CCK employment rise over the period to over 130 total staff, making CCK one of the largest CPA firms in Oklahoma and a growing presence in Frisco, Texas. The continued growth brings expertise to clients with a variety of business needs in international business consulting and planning, IC-DISC implementation, foreign tax credits, outbound and inbound structure planning, worldwide tax minimization planning, IRC 965 Transition Tax compliance, Global Intangible Low-Taxed Income compliance, transfer pricing analysis, ASC 740 (FAS 109/ FIN 48) and IFRS/GAAP convergence. About John and Eric John E. Curzon’s major areas of practice through which he delivers intentional and strategic results include merger and acquisition consulting; succession planning; business and tax advisory and business valuations. With a robust background in finance and business leadership, his journey as a Founder has been marked by a commitment to ethics and excellence. Currently serving on the Oklahoma Accountancy Board, his role involves stewardship and upholding the integrity of our profession, a testament to his expertise in financial governance. The team’s focus is on ensuring adherence to the highest standards, which aligns with his personal mission of fostering trust and transparency in the industry. Eric’s major areas of practice include income tax planning and compliance; foreign and international tax matters;
business valuation; multi-state tax matters; estate and gift tax planning; audit and financial accounting services; general business consultation; and benefit and retirement planning. In addition to other sectors, Eric’s practice at CCK involves companies in the manufacturing and distribution industries. As a result, his professional experience has grown to include foreign and international tax matters.
Nevin Sanli, ASA President & Founder nsanli@sphvalue.com
John Curzon Founding Partner john@cckcpa.com
Eric Kunkel CPA/ABV/CFF/CGMA, CVA, MBA
Founding Partner eric@cckcpa.com
Kaitlin Flinn Partner kaitlin@cckcpa.com
Haley Legg CPA Audit & Assurance Division Leader haley@cckcpa.com
Forrest Vickery Managing Director fvickery@sphvalue.com
Josh Coy CPA Managing Director josh@cckcpa.com
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HEADLINE SPONSOR
RPG CROUCH CHAPMAN HEADLINE SPONSOR
WILSON WELLS
The Turks and Caicos Islands | wilsonwells.com
England | rpgcc.co.uk
About RPG Crouch Chapman (RPGCC) RPG Crouch Chapman, or RPGCC as they are more commonly known, was established in January 2013 following the merger of Crouch Chapman Chartered Accountants and the London office of Royce Peeling Green. However, RPGCC’s roots can be traced back as far as 1892, when Crouch Chapman was first founded in the City of London. Today RPGCC is an independently owned, full-service firm of Chartered Accountants with expertise that spans audit, taxation, VAT, accounting & bookkeeping, corporate finance, and financial services. In 2024 RPGCC climbed 10 rankings in the UK top 50+50 Accounting firms by Accountancy Age, and ranked in the top 20 Audit firms for UK listed businesses. RPGCC are regulated in the UK and Ireland by the ICAEW and operate from offices in Gracechurch Street, London EC3 with a small office in Woburn which is home to their bookkeeping and payroll team. RPGCC’s team currently has 15 partners and 110 staff. The firm is structured into specialised departments each providing services which are partner-led and specifically meet client need: • Audit – helping a diverse audit client base, from small businesses and SMEs to large international businesses including listed companies, AIM, and PIE. • Taxation – partner-led team providing expert corporate and personal tax planning, covering both UK and international tax matters including VAT. • Private Client Services – tailored advice on inheritance tax, wealth management, and estate planning. • Corporate Finance – providing M&A advice both buy and sell side including, management buy-out, exit planning, fundraising, debt advisory, due diligence and Private Equity • Accounting, bookkeeping & payroll – taking care of client’s day to day business functions freeing up their time so they can focus their attentions on growing their business. • Company secretarial services – forming of UK companies and subsidiaries as well as dealing with the legal and mandatory formalities that come with running a UK registered business.
About Wilson Wells Their team of experienced attorneys have a track record of delivering results for their clients, whether they are facing complex legal disputes, require comprehensive advice on resort and hotel planning development, navigating the intricacies of business law, or simply needing representation on a straightforward property transaction. They understand that the legal landscape can be daunting and are committed to making the process as smooth and stress-free as possible for their clients. Instead of adopting the approach taken by most lawyers of addressing what they see as clients’ ‘legal issues’, they understand that their clients actually come to them with business or personal problems. As a result, they approach every case with a focus on finding practical, cost-effective solutions that meet their clients’ goals. They work closely with each client to understand their unique needs and tailor their approach accordingly. Their goal is to help their clients achieve their objectives in a way that minimizes risk and maximises value. About Stephen Wilson KC Managing Partner, Stephen Wilson KC, was called to the Bar of England and Wales in 1990 and practiced successfully from chambers in London for 11 years before moving to the Turks and Caicos Islands (‘TCI’) in 2001.
With a strong legacy and forward-thinking approach, RPGCC delivers trusted financial expertise to large international businesses, UK SMEs, owner-managed businesses and individuals alike. About Richard Marsh Richard is a senior partner and head of tax in London with 20 years of tax experience. Richard trained and qualified as a Chartered Tax Advisor with Smith & Williamson and has also held senior roles with Vantis, PKF UK and most recently BDO before joining RPG Crouch Chapman in April 2014. He has a vast array of experience spanning the full range of Private client and owner managed business issues.
Stephen has appeared in many of the TCI’s headline cases involving disputes in the tourism and hospitality, banking, real estate, insurance and construction/building sectors. He has a broad range of experience dealing with matters in the Banking and Finance, Corporate and Commercial, Employment and Labour, Insurance, Intellectual Property, and Property and Development sectors. Stephen’s Corporate and Commercial dispute resolution work has included complex corporate and commercial disputes comprising multi-jurisdictional claims, multi-party actions, international and domestic arbitrations, liquidations involving local and international parties, shareholder disputes, and corporate reorganisations and restructurings. He is also a leading lawyer in intellectual property litigation in TCI. Stephen is recognised by the prestigious London-based Chambers and Partners directory as a top ranked attorney in the Chambers Global General Business Law – Dispute Resolution sector. He holds the distinction of a Band 1 ranking, which is the highest individual ranking and has done so for the past 11 years. He has also been recognised by Chambers Global with their rankings for “Foreign Expertise” and “Expertise Based Abroad” given his work in the Commonwealth of the Bahamas.
Richard Marsh Senior Partner rmarsh@rpgcc.co.uk
Tim Humphries Tax Partner thumphries@rpgcc.co.uk
Kelly Eland Partner keland@rpgcc.co.uk
Paul Randall London Managing Partner prandall@rpgcc.co.uk
Stephen Wilson KC Managing Partner smw@wilsonwells.com
Christopher J Wells Partner cjw@wilsonwells.com
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SOCIAL SPONSORS
SOCIAL SPONSOR
EXHIBITORS
CAYSTONE
ALLIANCE TRUST COMPANY
MILLIKIN INTELLECTUAL PROPERTY LAW PLLC
Bahamas | caystone.com
MCW TODMAN & CO.
Caystone is a boutique services firm built on the principles that individuals and businesses deserve discretion in the management of their affairs. Caystone exists to help liberate Entrepreneurs, Asset Managers and Families from administrative and logistical concerns, so they can focus on value generation & growth. Sherell Gordon Senior Trust Officer & Senior Official II sgordon@caystone.com
US – Oklahoma | millikiniplaw.com
US – Nevada | alliancetrustcompany.com
British Virgin Islands | mctodman.com
Founded in 2005, Alliance Trust Company of Nevada is an independent trust company serving clients all over the globe. We are a full service trust company able to administer all types of trusts, as well as complete trust settlements and administer estates. The current team has over 100 years of combined experience and expertise in these important areas of trustee services. Lou Robinson CEO and President lrobinson@alliancetrustcompany.com Eric McMullen Chief Strategy Officer emcmullen@alliancetrustcompany.com
Millikin Intellectual Property Law is a full-service intellectual property law firm. They advise clients in the creation, protection and management of intellectual property assets, including patents, copyrights, trademarks, trade secrets and other intellectual property assets and applications. Whether your needs involve problem solving or reaching a goal, they endeavour to create tailored solutions that meet your unique situation.
McW. Todman & Co is a law firm founded by the late Dr. McWelling Todman CBE, QC in 1969. The firm is situated on the upper floors of the Todman building at 116 Main Street, the centre of Road Town, Tortola, the capital of the British Virgin Islands. The late Dr. Todman was the first native British Virgin Islands to operate a law firm in these islands. Despite his untimely passing, the firm has retained its roots in the community of the Virgin Islands while continuing to grow and strive in the fast-paced international legal environment that characterizes the Virgin Islands. While the firm is ranked as one of the top litigation practices in the Virgin Islands, it also offers discreet service to clients in corporate formation and management through its wholly owned subsidiary McNamara Corporate Services Limited.
Peggy Millikin Managing Partner peggy@millikiniplaw.com
Tulio Berdu Trust Executive TBerdu@caystone.com
Shanelle Spencer Senior Paralegal sspencer@mctodman.com Nelcia St. Jean Partner nstjean@mctodman.com
BROADHURST LLC
Cayman Islands | broadhurstllc.com
THOMAS H. CURRAN ASSOCIATES, LLC
BROADHURST LLC is an offshore corporate and litigation boutique operating in and from the Cayman Islands. We work closely with our clients to identify and resolve their legal matters with practical solutions. The Firm is ranked as a top law firm by Chambers & Partners, Legal 500 and GRR 100.
With offices in Austin, New York, Boston, & London, Thomas H. Curran Associates, LLC represents a wide variety of individuals, businesses, corporate entities, and governmental agencies in litigation and transactional matters throughout the United States and Western Europe. We have navigated a broad range of commercial litigation cases, including cross border insolvency, institutional creditors’ rights, bet the company litigation, and have earned a winning track record throughout the United States. US – Massachusetts, Texas, Connecticut, New York thcalaw.com
CLIO
Kyle Broadhurst Managing Partner kyle@broadhurstllc.com
Trusted Partner | clio.com
Clio is the world’s leading cloud-based technology platform that prides itself in simplifying operations, growing businesses, and improving productivity for legal professionals like you. With powerful tools for client intake, case management, document management, time tracking, invoicing and online payments, let Clio focus on the business side of running your firm while you spend more time doing what you do best— practicing law.
Kate Murray Attorney-At-Law katemurray@broadhurstllc.com Richard Parrish Attorney-At-Law richard@broadhurstllc.com Benjamin Booker Attorney-At-Law ben@broadhurstllc.com
Thomas H. Curran Managing Partner tcurran@thcalaw.com
Kate Bell Affinity Partnerships Manager kate.bell@clio.com
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IR Global | ‘On the Road’ New Orleans
CONFERENCE OVERVIEW SOCIAL PROGRAMME TUESDAY 18:00 – 20:00 Pre-Event Social Remoulade at Arnaud's FRIDAY 09:15 – 09:45 Arrival / Open Networking Roosevelt Foyer, Mezzanine Level 13 10
Sponsor and local members Looper Goodwine P.C. welcome you to New Olreans and invite you to join them for drinks and canapes at Remoulade at Arnaud's.
Refreshments Available 09:45 – 11:00 Breakout Sessions Various Rooms, Mezzanine Level Please refer to page 22 & page 23 11:00 – 11:30 Mid – Morning Break Roosevelt Foyer, Mezzanine Level Refreshments Available 11:30 – 12:45 Workshops Various Rooms, Mezzanine Level Please refer to page 22 & page 24 12:45 – 14:00 Networking Lunch Roosevelt Foyer, Mezzanine Level
Please email events@irglobal.com to register your attendance.
Opening Drinks Reception Wednesday Evening 19:00 – 22:00 Poolside, 5th Floor The Roosevelt Hotel Located at the Roosevelt Hotel, the evening will include drinks and canapés and offer attendees time to meet in a relaxed social setting prior to the main conference day.
Luxury Networking Dinner Thursday Evening 19:00 – 22:00 Board of Trade, 316 Magazine St, New Orleans, LA 70130 The building, which dates to 1880, was once the centre of commerce and trade in the city. The preservation of the buildings architectural and historical features provides the elegance for an evening of food, wine and entertainment. 12-minute walk to venue
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WEDNESDAY 09:00 – 10:30 IR Global Drop In Chambers I & III, Mayor Suite Level Please refer to page 16 10:30 – 12:20 French Quarter Walking Tour Lobby, The Roosevelt Hotel Please refer to page 16 19:00 – 22:00 Opening Drinks Reception Poolside, The Roosevelt Hotel Please refer to page 15 THURSDAY 09:15 – 09:45 Arrival / Opening Networking Roosevelt Foyer, Mezzanine Level Presentations & Networking Roosevelt Ballroom, Mezzanine Level Please refer to page 17 19:00 – 22:00 Luxury Networking Dinner Board of Trade Please refer to page 15 Refreshments Available 09:45 – 16:30
SPONSORED BY
SPONSORED BY
Refreshments Available 16:00 – 18:00 Closing Reception The Jaxson Please refer to page 15 SATURDAY 10:00 – 16:00 Optional Excursion Oak Alley Plantation Please refer to page 15
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Closing Reception Friday Afternoon 16:00 – 18:00 The Jaxson, 620 Decatur St St # 2B, New Orleans, LA 70130
Oak Alley Plantation (Optional Excursion) Saturday Daytime 10:00 – 16:00 Please meet in lobby at 09:45 ready for coach departure. Expected return time 16:00. Learn about the complex history of the former sugarcane plantation with a guided tour of the ‘big house’ and the landscape. The excursion also includes lunch. Please note registration is required and additional costs apply to join the excursion. For more information, please contact events@irglobal.com
18-minute walk to venue
Join us to toast the end of the conference at The Jaxson on the River, a former brewery and historical landmark with stunning views of the Mississippi River.
SPONSORED BY
Please note registration is required and additional costs apply to join the excursion.
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SCHEDULE | WEDNESDAY
PRESENTATIONS DAY SCHEDULE | THURSDAY During the Networking Tables session, attendees will be able to share their own experiences and listen to others, thus providing a takeaway of valuable knowledge and ideas. Each table will have a pre-appointed table leader who will start the conversation.
NETWORKING SESSIONS
09:00 – 10:30 IR Global Drop In Chambers I & III, Mayor Suite Level
10:30 – 12:20 French Quarter Walking Tour Lobby, The Roosevelt Hotel The French Quarter is the original colonial city, established by the French in 1718 on the banks of the Mississippi River. It is truly the heart of the city, and where the vibrant spirit of New Orleans can be felt on every block. You can expect to see Jackson Square and St. Louis Cathedral, the Mississippi River and the French Market, Bourbon Street, with its nightclubs and souvenir shops, and Royal Street, with boutiques, art galleries, and antique stores. You will hear jazz being played on the streets and see the cast iron balconies and colourful 18th Century Creole townhouses that are unmistakably New Orleans.
The IR Global drop in session is an informal get together where attendees have the opportunity to catch up with the IR Global team, ask questions about membership, events or additional services. The team will be on hand to provide advice and support prior to the start of the conference. You can collect your name badge before the walking tour. Come and say hello!
TIME
EVENT
LOCATION
Arrival / Opening Networking Refreshments available
09:15 – 09:45
Roosevelt Foyer, Mezzanine Level
Opening Remarks With Tom Wheeler
09:45 – 10:15
Roosevelt Ballroom, Mezzanine Level
Running / Walking Club If you would like to join the walking/running club that will take place on Wednesday , Thursday and Friday AM please join the WhatsApp group via the QR code below.
KEYNOTE: Welcome to New Orleans With Taylor P. Mouledoux
10:15 – 10:35
Roosevelt Ballroom, Mezzanine Level
Registration is required, please contact events@irglobal.com
KEYNOTE: Co-existing with AI With Kay Firth-Butterfield Mid-Morning Break Refreshments available
10:35 – 11:20
Roosevelt Ballroom, Mezzanine Level
11:20 – 11:50
Roosevelt Foyer, Mezzanine Level
Service you can rely on; Experience you can trust
Networking Table 1
11:50 – 12:30
Roosevelt Ballroom, Mezzanine Level
IR Global Update With Ross Nicholls
12:30 – 12:50
Roosevelt Ballroom, Mezzanine Level
mctodman.com | +1 284 494 2810
Social Impact Update With Tom Wheeler
12:50 – 13:00
Roosevelt Ballroom, Mezzanine Level
BRITISH VIRGIN ISLANDS
Networking Lunch
13:00 – 14:30
Roosevelt Ballroom, Mezzanine Level
KEYNOTE: Bring Certainty to Business Uncertainty With Jennifer J. Fondrevay
14:30 – 15:15
Roosevelt Ballroom, Mezzanine Level
Networking Table 2
15:15 – 16:00
Roosevelt Ballroom, Mezzanine Level
Afternoon Refreshments
16:00 – 16:30
Roosevelt Foyer, Mezzanine Level
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IR Global | ‘On the Road’ New Orleans
KEYNOTE SPEAKERS
Kay Firth-Butterfield CEO, Good Tech Advisory
Co-existing with AI 10:35 - 11:20 Roosevelt Ballroom, Mezzanine Level
Autonomous Systems and a member of the group which met at Asilomar to create the Asilomar AI Ethical Principles. She sits on the Polaris Council for the Government Accountability Office (USA), the Advisory Board for UNESCO International Research Centre on AI, the Advisory Board for international company ADI, the AI and Philanthropy Steering Committee of the Partnership on AI, the UKRAI TAS Hub and the Board of Earth Species Project. Also, the World Economic Forum’s Global Future Council on AI, AI Governance Alliance & Digital Heathcare Transformation Initiative. She is an Ambassador for the Global Trust Challenge co-created by OECD and IEEE. Kay has advanced degrees in Law and International Relations and regularly speaks to international audiences addressing many aspects of the beneficial and challenging technical, economic, legal, geo-political and social changes arising from the use of AI. Kay is an Associate Barrister (Doughty Street Chambers), Master of the Inner Temple, London and served on the Lord Chief Justice’s Advisory Panel on AI and Law. She has been consistently recognized as a leading woman in AI since 2018 and was featured in the New York Times as one of 10 Women Changing the Landscape of Leadership.
Kay Firth-Butterfield is the CEO of Good Tech Advisory. TIME 100 Impact Awardee 2024 , Who’s Who Emerging Innovator 2024 and Who’s Who in America, Forbes 50 over 50. She was the Inaugural and former Head of Artificial Intelligence and member of the Executive Committee at the World Economic Forum and, in 2014, became the World’s first Chief AI Ethics Officer. She is one of the foremost experts in the world on the governance of AI. Kay is a Barrister, former Judge and Professor, technologist and entrepreneur who has an abiding interest in how humanity can benefit from new technologies, especially AI. Kay is a Senior Research Fellow at the University of Texas, Visiting Scholar at the University of Notre Dame and Fellow at New America in the Future of Work and Innovation team. She has authored books on Human Rights, AI and Modern Slavery. Kay was Vice-Chair of the ground-breaking IEEE Global Initiative for Ethical Considerations in Artificial Intelligence and
Taylor P. Mouledoux Partner Looper Goodwine P.C.
Welcome to New Orleans 10:15 – 10:35 Roosevelt Ballroom, Mezzanine Level
Taylor Mouledoux is a shareholder with Looper Goodwine P.C. and enjoys a diverse energy practice that includes litigation, transactional, and regulatory matters both onshore and offshore. His litigation experience includes a number of complex matters, including disputes on the Outer Continental Shelf (OCS) involving predecessor liability for decommissioning, Louisiana “legacy lawsuits” alleging property contamination from historical E&P operations, and trade secret disputes involving seismic data ownership and licensing. He has also litigated environmental matters under the Clean Water Act and other federal statutes and has pursued and defended lien claims on behalf of operators and service providers under the Louisiana Oil Well Lien Act. Beyond his litigation practice, Taylor advises clients on a broad array of contractual matters involving joint operating agreements, platform use agreements, seismic licensing agreement, and various other contracts utilized in the E&P industry. He has negotiated several oilfield service contracts, including drilling contracts and master service agreements,
and often counsels clients on insurance and indemnity matters. Taylor’s experience also includes larger transactions involving asset sales and other divestitures, most recently including a negotiated withdrawal by a non-operator from multiple joint operating agreements involving substantial accrued decommissioning liability. Taylor has also worked closely with a number of state and federal agencies on behalf of clients. With his extensive experience addressing issues on the OCS, Taylor often interacts with the Bureau of Ocean Energy Management (BOEM) and the Bureau of Safety and Environmental Enforcement (BSEE). Among other matters, he has represented clients in response to BSEE incident investigations and has worked with BOEM on issues relating to Oil Spill Financial Responsibility (OSFR), financial assurance, and other OCS leasing issues. Taylor has also advocated for clients in matters before the Louisiana Office of Conservation involving site remediation and plugging and abandonment obligations.
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Founder of Day1 Ready™ Jennifer J. Fondrevay
Bring Certainty to Business Uncertainty 14:30 – 15:15 Roosevelt Ballroom, Mezzanine Level
About Jennifer J. Fondrevay Jennifer J Fondrevay is the Founder and Chief Humanity Officer of Day1 Ready, a consultancy that guides CEOs, business owners, entrepreneurs and executives through the people challenges of business growth strategies, particularly mergers or acquisitions. Jennifer turned her corporate experience into a best-selling business book “NOW WHAT? A Survivor’s Guide for Thriving Through Mergers & Acquisitions” and a popular TEDx talk, Create Opportunity in an Uncertain World . Awarded the 2019 Entrepreneur of the Year by Northshore Women in Business, Jennifer is routinely tapped by CBS, NBC, ABC and FOX News for her perspective on change leadership. Author of a business column with Forbes, she’s published in Harvard Business Review, Fast Company, and Inc. Bring Certainty to Business Uncertainty One thing CEOs and business owners hate is uncertainty. Yet when leadership navigates complex decisions, explores growth strategies, or considers significant business transitions, uncertainty looms large. As trusted advisors, you've witnessed this tension repeatedly. While clients seek your financial, legal, or investment expertise, even the best guidance cannot fully predict how decisions will unfold. Leaders still find themselves wondering, "How can I be truly confident in the path forward?" Enter the game-changing tool you need in your advisory arsenal: the premortem, a powerful exercise that challenges executive leaders to ask upfront, "What went wrong?" before they've even begun. In this dynamic, interactive session, best-selling author and M&A consultant, Jennifer J Fondrevay unveils the power of the premortem and the advantages of "prospective hindsight" – a strategic planning concept that challenges leaders to look back from a future point and dissect why things happened as they did. Working together through a hypothetical business scenario, Jennifer shows the audience how integrating a premortem into the decision-making process reveals both hidden challenges and unexpected opportunities. The result? Clients who make more confident decisions – and advisors who cement their status as indispensable strategic partners.
Are you ready to help your clients create their crystal ball?
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IR Global | ‘On the Road’ New Orleans
WHAT’S ON SCHEDULE | FRIDAY
FRIDAY
BREAKOUT SESSIONS
Adapting to Shifting Economies: Deal Activity, Tariffs & Solutions Nicole Liguori Micklich | Urso, Liguori & Micklich, P.C.
TIME
EVENT
LOCATION
Arrival / Open Networking Refreshments available
09:15 – 09:45
Roosevelt Foyer, Mezzanine Level
Begin with an open discussion on the realities of our changing world. How are our clients and businesses adapting while staying positive and solution focused. How are new global administrations influencing deal activity, and what positive changes could develop? How can IR Global members work together during changing times to create opportunities for dealmakers, investors, and clients?
Is it important for clients to have a physical presence in the US? How can we collaboratively support these corporate clients? With shifting tariffs affecting trade, what impact will his have on global economies & what strategies are you using to mitigate financial risks?
Breakout Sessions
09:45 – 11:00
Adapting to Shifting Economies: Deal Activity, Tariffs & Solutions
Salon 4
SPONSORED BY
Anti-Money Laundering (AML)
Salon 3
Joint Approaches to Integrity: Whistleblowing & Risk Management
Salon 2
Mid-Morning Break Refreshments available
11:00 – 11:30
Roosevelt Foyer, Mezzanine Level
Anti-Money Laundering (AML) Practice Management Committee In this session, we’ll explore the latest AML regulations across jurisdictions and their impact on firms— particularly the rising costs of compliance and how these may be managed or passed on to clients. We’ll also discuss how firms can better leverage onboarding data, not just to meet regulatory requirements, but to enhance and streamline the client experience.
Workshops
11:30 – 12:45
Navigating burnout & prioritising well-being
Salon 4
Leading Smart, Leading Human: How to Build Trust, Inspire Action, and Drive Results
Salon 3
Joint Approaches to Integrity: Whistleblowing & Risk Management Linda Wong, Moderator | Wong Fleming
Expanding Horizons: Winning Strategies for Global Expansion
Salon 2
A panel discussion will take place for 20-30minutes, moderated by Linda Wong of Wong Fleming, featuring Daniel Fleming , Laura Thalacker & Géraldine Brasier Porterie . Begin with an open discussion on addressing challenges, employment best practices, and future trends in whistleblower protection, white collar crime and risk management. How do different jurisdictions approach whistleblower protections and corporate
accountability? Are regulators offering incentives and have they been successful? What insights can we gain from whistleblowing cases, and how have they shaped corporate policies? How can businesses proactively identify and mitigate legal and reputational risks associated with whistleblowing?
Networking Lunch
12:45 – 14:00
Roosevelt Foyer, Mezzanine Level
Closing Reception
16:00 – 18:00
The Jaxson
If you wish to join the IRG team to walk to the venue, please meet in the hotel lobby at 15:40
SPONSORED BY
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IR Global | ‘On the Road’ New Orleans
FRIDAY WORKSHOPS
Navigating burnout & prioritising well-being Kate Bell | Clio
Finding balance can seem impossible. During this workshop, Clio will equip you with the practical strategies to combat burnout and prioritise well- being. They will focus on topics such as what is burnout and how do we identify burnout triggers, can a busy firm really prevent burnout, what does prioritising
well-being in a successful firm look like and how do we commit to proactive self-care on top of everything else?
SPONSORED BY
Leading Smart, Leading Human: How to Build Trust, Inspire Action, and Drive Results John R. Kormanik | John R. Kormanik Coaching Today’s most effective leaders do
You’ll walk away with practical tools to lead smarter, communicate more intentionally, and inspire your team without burning out or compromising results.
more than delegate and decide - they energise. In this interactive session, John R. Kormanik will explore how to lead with both emotional intelligence and strategic authority. He will unpack how leaders can shift their energy, balancing empathy with accountability and connection with command.
YOU DON'T HAVE TO BE IN THE FOREST TO JOIN THE FIGHT.
Expanding Horizons: Winning Strategies for Global Expansion Jaydeep Menon | Frazier & Deeter In today’s interconnected world,
It addresses strategies for structuring operating models, maintaining compliance, and managing tax exposure effectively. Additionally, it highlights important benchmarks for inbound and outbound expansion within various jurisdictions to help businesses navigate international growth successfully.
expanding across borders comes with opportunity—and complexity. This session explores how businesses can successfully scale operations globally by aligning operating model with business objectives, and tax compliance strategies. This discussion explores key considerations and challenges companies face when expanding globally, focusing on how to ensure operational efficiency and mitigate tax risks.
SPONSORED BY
Scan the QR code to donate and become a guardian of nature
TREESISTANCE.COM
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IR Global | ‘On the Road’ New Orleans
EXPERIENCE A NEW ORLEANS ICON CONFERENCE VENUE The Roosevelt New Orleans, A Waldorf Astoria Hotel
Just steps away from the French Quarter, The Roosevelt New Orleans, A Waldorf Astoria Hotel, is a beacon of New Orleans hospitality. Displaying over 130 years of grandeur, the Grand Dame hotel is both an elegant time capsule and an architectural marvel. Visitors are invited to step back in time to experience a hotel whose very constitution is uniquely New Orleans.
130 Roosevelt Way, New Orleans, LA 70112, United States
therooseveltneworleans.com
We have exclusive group rates at the hotel. Secure your accommodation HERE
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IR Global Team Members in Attendance SEE YOU THERE
Thomas Wheeler Founder thomas@irglobal.com
Ross Nicholls Business Development Director ross@irglobal.com
Charlie Weeds Senior Client Manager charlotte@irglobal.com
Lorna Scott Events Manager lorna@irglobal.com
Samuel Roberts Snr. Business Development Manager samuel@irglobal.com
UK HEAD OFFICE
IR Global The Piggery Woodhouse Farm Catherine de Barnes Lane
Catherine de Barnes B92 0DJ Telephone: +44 (0)1675 443396
www.irglobal.com info@irglobal.com
Connect:
We are committed to creating a fair and equitable work environment within the organization and our global network. Read More about Diversity and Inclusion Policy here: irglobal.com/diversity-and-inclusion-policy
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