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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

Four Steps to Deliver a Captivating Presentation

The ability to deliver a captivating presentation, whether at meetings, investor conferences or in a more personal one-on-one setting is challenging for most. Even those who are naturally gifted still need to practice to be their best. 

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Strategic Messaging, Presentation Training, Credibility, Public Speaking, Public Relations, Speaking Engagements, Investor Relations, CEO

Presentation Training: Tips and Tricks

We’ve called upon our resident body language expert, Sharon Merrill EVP and Partner David Calusdian, to teach us to become better speakers – whether at meetings, investor conferences or in more personal settings. This four-part conversation provides a taste of the good, and bad, habits of executive presenters, with a few tips for improvement along the way. Today’s post is the finale in the series.

The Podium: Well, David. This is the moment we’ve been waiting for, when you share your deepest presentation secrets. What are common mistakes you’ve seen presenters make over the years?

DC: Let’s start with nervous habits. Nervous speakers will fiddle or fidget with anything. The reason is that many people do not know what to do with their hands. Some put their hands in their pockets, making them look stiff. Others fiddle with the keys in their pocket, a pen, a wedding ring or other jewelry.

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Investor Presentation, Presentation Training, Public Speaking, Public Relations, Investor Conference, Investor Relations

Presentation Training: Do You Hear What I Hear?

We’ve called upon our resident body language expert, Sharon Merrill EVP and Partner David Calusdian, to teach us to become better speakers – whether at meetings, investor conferences or in more personal settings. This four-part conversation provides a taste of the good, and bad, habits of executive presenters, with a few tips for improvement along the way. Today’s post is Part III in the series.

The Podium: As always, thanks again for joining us, David. We’ve had a highly informative series thus far. Today, we’d like to talk about voice. Let’s start from the beginning.

DC: First, I always tell people to speak loudly, clearly and use vocal variety. That may sound obvious, but most speakers aren’t aware that they are being monotone or are not annunciating until they see and hear themselves on video. On a related note, a common voice problem people have is that they drop off their voices at the ends of sentences. They speak loudly for a period, and then suddenly fall off.

The extreme version of the trailing voice is “vocal fry” – a raspy sound you make when you run out of breath, as if you were fighting to get the air to finish each sentence. Either way, your message loses its impact. And without that, there’s really no point.

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Investor Presentation, Presentation Training, Public Speaking, Investor Relations

Presentation Training: Are You Looking at Me?

We’ve called upon our resident body language expert, Sharon Merrill EVP & Partner David Calusdian, to teach us to become better speakers – whether at meetings, investor conferences or in more personal settings. This four-part conversation provides a taste of the good, and bad, habits of executive presenters, with a few tips for improvement along the way. Today’s post is Part II in the series.

The Podium: Hello, David. Today we’re going to discuss eye contact and how we can use it effectively during our presentations. Why don’t we start with improving eye contact when using a projection screen, as with a PowerPoint presentation?

DC: Maintaining good eye contact with the audience is a necessity. You should look at a screen only if you need to see the bullet points or graphic on the slide in order to speak to it. Glance very quickly to the screen, then back to your audience -- so that you can direct the audience to the screen but maintain their attention.

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Investor Presentation, Shareholder Meeting, Presentation Training, Public Speaking, Investor Relations

Presentation Training: What Do I Do With My Hands?

We’ve called upon our resident body language expert, Sharon Merrill EVP and Partner David Calusdian, to teach us to become better speakers – whether at meetings, investor conferences or in more personal settings. This four-part conversation provides a taste of the good, and bad, habits of executive presenters, with a few tips for improvement along the way. Today’s post is Part I in the series.

The Podium: Thanks so much for joining us, David. Many readers of The Podium are frequent speakers at conferences or company events, so we’re hoping you can share some of your presentation insights with them.

We thought for today’s conversation we would discuss that most perplexing of body parts for public speakers: the hands.

DC: The hands, and the arms, for that matter, can stump a lot of speakers. Many speakers have no idea what to do with them, and frequently ask me where they should put their hands during a speech or presentation. The answer is that the hands shouldn’t be in one place at all. Speakers are more dynamic when they are free-flowing with their hands. You don’t want them to be too fast and going all over the place, but you also don’t want to look reallystiff and have them constantly by your side.

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Investor Presentation, Presentation Training, Public Speaking, Investor Relations

Press Conferences in a Crisis: Belichick and Deflate-Gate

New England Patriots Coach Bill Belichick held two press conferences to address the “deflate-gate” controversy that has taken over sports headlines since the Patriot’s dismantling of the Indianapolis Colts in the AFC Championship game. The Patriots, and Belichick as its head coach, are accused of underinflating game-day footballs against league rules.

After nearly a week of increasing hype and Patriot’s silence, Bill Belichick took the podium on Thursday morning in an attempt to quell the deflate-gate firestorm. His performance was lacking both in content and delivery and, thus, only fanned the sports talk radio flames that had been raging since the crisis broke. Then, in a surprising move, Belichick returned to face the cameras again on Saturday. He performed better in his second press conference and public reaction was more positive. Let’s take a look at some “lessons learned” from both of Belichick’s press conferences during the Patriot’s deflate-gate crisis.

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Presentation Training, Reputation Management, Crisis Communications, Public Relations

Follow These Simple Steps to Deliver a Better Investor Presentation [Video]

Sometimes the difference between success and failure when delivering a presentation is not the presentation slides at all. The problem most often is the presenter’s delivery. In the video below, Sharon Merrill Executive Vice President & Partner David Calusdian provides tips on how to get the most out of your presentation delivery.

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Investor Presentation, IR Program Planning, Investor Relations Agency, Presentation Training, Media Relations, IPO, Investor Relations, Investor Relations Firm

What makes for an effective investor presentation? [Video]

By David Calusdian, Executive Vice President & Partner

We’ve all seen bad investor presentations at various conferences. But what makes them bad? The purpose of an investor presentation is to convey the company’s investment thesis. If the presentation does not succeed in articulating the investment thesis in a memorable way, it has failed. So how do we ensure good presentation slides — and success? In the video below, Executive Vice President & Partner David Calusdian offers up some advice.

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Investor Presentation, IR Program Planning, Strategic Messaging, Investor Relations Agency, Investor Meetings, Presentation Training, Shareholder Communications, Investor Relations, Investor Relations Firm

How Do I Know You’re Lying? Your Body Told Me So.

5 Useful Tips for Reading Body Language in a Business Environment

By Dennis Walsh, Senior Consultant & Director of Social Media at Sharon Merrill

In business, people aren’t always completely honest. I know…stop the presses! As investor relations professionals, we are constantly playing a poker game with Wall Street. So how do you know if someone is not being completely truthful with you? Read their body language.

Nonverbal communication, or body language, often sends a different message from the spoken word. The way a person shakes hands, gestures while talking, or even crosses their legs, sends subtle but clear signals about the real meaning behind the message. Even a simple touch of the nose may indicate that a person is being untruthful.

Many Wall Street firms have hired body language experts to train analysts and portfolio managers to identify the nonverbal cues that executives give. So it’s beneficial for CEOs and CFOs to recognize these signals, to ensure they aren’t unwittingly conveying the wrong message.

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Investor Presentation, Interviews, Investor Day, Investor Meetings, Presentation Training, NIRI, Media Relations, Shareholder Communications, Roadshow Planning, Investor Relations

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Be Proactive, Not Reactive

With our new Proxy GamePlan, we create a year-round, data-driven strategic roadmap for effective shareholder engagement. Implement a best-in-class program rooted in a deep understanding of your company’s proxy practices, shareholder voting trends and peer landscape.

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Find Effective IR Counsel

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.

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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.

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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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