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Our Blog: The Podium

Five Keys to Executing a Successful Investor Day

Investor days are one of the largest and most influential investor events a company can organize. They also are arguably the most overwhelming, triggering challenges in logistics and human resources for public companies large and small.

But don’t let organizational challenges prevent you from hosting a successful investor day that will have both your company and your investors happy.

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Investor Presentation, Investor Day, Presentation Training, Public Speaking, Analyst Day, Industrial Investor Relations, Investor Event Planning, Event Planning

Q&A With Baruch Lev: The End of Accounting?

We recently spoke with Baruch Lev, the Philip Bardes Professor of Accounting and Finance at New York University Stern School of Business. In “The End of Accounting and the Path Forward for Investors and Managers,” Prof. Lev and Feng Gu, associate professor at the University of Buffalo, propose a new system to improve transparency of corporate accounting.  This system aims to make public accounting disclosures more useful to investors. They encourage investor relations professionals to begin discussions with management to increase the usefulness and relevance of company disclosures for investors.

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Disclosure, Investor Relations, Public Accounting, accounting regulations, IR Recommendations

IR Website Best Practices: Five Ways to Drive Corporate Storytelling

A great IR website is not only about compliance; it’s also about creating a space investors can look to understand the qualitative aspects of your company’s story. While providing financial data and reports is important, what separates the best sites in the world are those that focus on providing context on the company’s strategy and clarity about its execution and vision.

If you’re thinking about launching a new IR website or refreshing your existing site, here are five best practices that will keep your investors engaged in your corporate story.

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IR Website, Investor Relations, Compliance, Investor Relations Websites, IR Websites, IR Website Design, Website Design, IR Compliance

The Timing of Negative News: A Lesson from the Boston Bruins

Timing is everything. On Tuesday, one of the “Original Six” hockey teams fired its long-time coach Claude Julien, who in 2011 led the team to a Stanley Cup victory. The Bruins had underperformed in recent years, especially this one, and Julien, who had been the NHL’s longest-tenured coach, was shown the door. The announcement of the firing caused immediate backlash among the media and fans in New England.

What caused the uproar, however, wasn’t the actual firing of Julien, although he certainly had his defenders among Bruins fans. The problem was timing. The Bruins fired Julien two days after the New England Patriots had won Super Bowl LI in historically dramatic fashion. And in what is undoubtedly no coincidence, the announcement took place on the day of Boston’s celebratory parade and rally for the Patriots -- a day when hundreds of thousands of fans clogged the city streets to get a glimpse of their gridiron heroes. The city’s sports focus was most certainly on the Patriots. And that’s what the Bruins were counting on.

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Crisis Communications, Public Relations, Investor Relations, news releases, negative news

When It’s Time for a Change: Replacing a Director

Note: This is the finale in our three-part series on succession communications.

As you’ve no doubt noticed from our previous posts on communicating CEO and CFO transitions, there’s no such thing as a “standard” executive announcement. And messaging board-level succession carries additional nuances you’ll need to consider as you frame a board change in the best position for long-term success with the investment community.

To assist in that effort, here are five points to guide you in announcing a change on your board.

1. Change is good. Change carries inherent uncertainty, and investors typically frown on that. However, institutional shareholders, and shareholder activists in particular, have emphasized board refreshment in recent years as a means of improving corporategovernance. Proxy advisers Glass Lewis and ISS also view it favorably. The theory here is that more frequent board turnover opens a company to new thinking and the best possible strategic benefits in the long run. Put another way, your board either can be stagnant or growing. Approach your announcement from a confident perspective, because chances are your shareholders will welcome the addition of new viewpoints.

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Investor Relations Blog, Succession Planning, Corporate Governance, Crisis Communications, Investor Relations, Corporate Communications, Succession Communication

When It’s Time for a Change: CFO Succession

Note: This is the second in our three-part series on succession communications.

A new CEO is the highest-profile personnel announcement a company can make, but a new CFO isn’t far behind. As with any executive transition, the reasons can vary widely – from termination to mutual separation to a legitimate retirement. Regardless of the rationale, however, you’ll need to negotiate a different set of questions when communicating a CFO transition.

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Succession Planning, Crisis Communications, CFO, Corporate Communications, Executive Transition, CFO Transition, Succession Communication, Transition Communication

When It’s Time for a Change: CEO Succession

Whether it’s the longtime CEO’s retirement or the recent hire’s sudden exit, communicating the transition of the top executive is one of the most critical messaging tasks a company can undertake. So let’s discuss them both: the transitions that are well-planned, thoughtful and strategic, and those that are likely to catch investors by surprise. Here are three things to remember before your company changes CEOs.

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Strategic Messaging, Succession Planning, Investor Relations, Corporate Communications

In-N-Out in IR for 2017

 

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Investor Relations, Trends, IR Trends, 2017, Investor Relations 2017, 2017 Trends, In-N-Out IR 2017, what's in and what's out 2017, Investor Relations Trends, IR 2017, what's in and what's out

Holly Jolly Market

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Holiday, Investor Relations

7 Investor Relations “Things to Do” Before Your IPO

If you’re the CFO of a pre-IPO company, the months leading up to
 your S-1 filing can be exhausting. You’ve read your registration statement so many times you have it memorized. And you cannot even begin to imagine a time when you won’t be spending every waking moment with your bankers.

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S-1, Initial Public Offering, IPO, Investor Relations, S-11, Pre-IPO

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Whether you’re seeking external IR counsel for the first time or evaluating your current provider, you need a firm that understands your strategy, adapts to your culture and tells your story. Download our free guide on how to assess the effectiveness of an investor relations firm.

How to Assess  an IR Firm

Activism Defense

No company is immune to shareholder activism. Sharon Merrill helps boards of directors and executive management teams identify the activist red flags lurking in your shareholder base, assess your governance risks and develop an action plan to prevent, detect and neutralize any threats. Download our free white paper, “Leveraging Institutional Shareholder Relationships to Reduce Activism Risk,” and learn how the best defense against activism is a strong offense.

Download Activist Defense White Paper

Captivate your Audience

Speaking persuasively is critical in today’s competitive business environment. Effective speakers use voice techniques and body language that project authority and credibility. Download our free e-book, “A Guide to Delivering Captivating Presentations,” for insight into good -and bad- presentation habits, and learn how to improve your skills.

Become a Persuasive Speaker 

Perceptions Matter

How do you ensure that investors clearly understand your strategy, growth drivers and market position? The most effective way is through a perception study. By periodically taking the investment community’s pulse you can avoid the knowledge gaps and misperceptions that hurt valuation. Download our free whitepaper, Why Perceptions Matter, to learn more.

Why Perceptions Matter 

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