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[Philanthropy](http://www.investorrelations.com/about/philanthropy/) - [Contact](http://www.investorrelations.com/contact/) ![homepage-rotator-1.jpg](https://blog.investorrelations.com/hs-fs/hubfs/blog_image_for_hubspot.jpg?width=1189&name=blog_image_for_hubspot.jpg "homepage-rotator-1.jpg") # Our Blog: The Podium [![](https://blog.investorrelations.com/hubfs/Modern%20CFO_3.jpg)](https://blog.investorrelations.com/blog/investor-relations-for-the-modern-cfo) ## [Investor Relations for the Modern CFO: Revitalizing Your IR Plan](https://blog.investorrelations.com/blog/investor-relations-for-the-modern-cfo) [July 06, 2022](https://blog.investorrelations.com/blog/investor-relations-for-the-modern-cfo) [David Calusdian](https://blog.investorrelations.com/blog/author/david-calusdian) [Leave a comment](https://blog.investorrelations.com/blog/investor-relations-for-the-modern-cfo#comments-listing) *By [David Calusdian](https://www.investorrelations.com/about/meet-our-team/david-c-calusdian/), President* [Read More](https://blog.investorrelations.com/blog/investor-relations-for-the-modern-cfo) [Sharon Merrill Associates](https://blog.investorrelations.com/blog/topic/sharon-merrill-associates), [CFO](https://blog.investorrelations.com/blog/topic/cfo), [Investor Relations](https://blog.investorrelations.com/blog/topic/investor-relations), [IR Trends](https://blog.investorrelations.com/blog/topic/ir-trends), [ESG](https://blog.investorrelations.com/blog/topic/esg) [![](https://blog.investorrelations.com/hubfs/social-suggested-images/businessman-giving-presentation-to-his-colleagues.jpg)](https://blog.investorrelations.com/blog/investor-relations-for-the-new-cfo) ## [Investor Relations for the New CFO: Five Tips to be an IR Game Changer in 2021](https://blog.investorrelations.com/blog/investor-relations-for-the-new-cfo) [January 05, 2021](https://blog.investorrelations.com/blog/investor-relations-for-the-new-cfo) [David Calusdian](https://blog.investorrelations.com/blog/author/david-calusdian) [Leave a comment](https://blog.investorrelations.com/blog/investor-relations-for-the-new-cfo#comments-listing) *By [David Calusdian](https://www.investorrelations.com/about/meet-our-team/david-c-calusdian/), President* [Read More](https://blog.investorrelations.com/blog/investor-relations-for-the-new-cfo) [Investment Thesis](https://blog.investorrelations.com/blog/topic/investment-thesis), [SEC](https://blog.investorrelations.com/blog/topic/sec), [CFO](https://blog.investorrelations.com/blog/topic/cfo), [Financial Communication](https://blog.investorrelations.com/blog/topic/financial-communication), [Investor Relations](https://blog.investorrelations.com/blog/topic/investor-relations), [ESG](https://blog.investorrelations.com/blog/topic/esg) [![](http://streaming.yayimages.com/images/photographer/onephoto/be6aa1f404450c0420731c8cbe7e157e/cfo-chief-financial-officer.jpg)](https://blog.investorrelations.com/blog/when-its-time-for-a-change-cfo-succession) ## [When It’s Time for a Change: CFO Succession](https://blog.investorrelations.com/blog/when-its-time-for-a-change-cfo-succession) [January 24, 2017](https://blog.investorrelations.com/blog/when-its-time-for-a-change-cfo-succession) [Maureen Wolff](https://blog.investorrelations.com/blog/author/maureen-wolff) [Leave a comment](https://blog.investorrelations.com/blog/when-its-time-for-a-change-cfo-succession#comments-listing) *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. [Read More](https://blog.investorrelations.com/blog/when-its-time-for-a-change-cfo-succession) [Succession Planning](https://blog.investorrelations.com/blog/topic/succession-planning), [Crisis Communications](https://blog.investorrelations.com/blog/topic/crisis-communications), [CFO](https://blog.investorrelations.com/blog/topic/cfo), [Corporate Communications](https://blog.investorrelations.com/blog/topic/corporate-communications), [Executive Transition](https://blog.investorrelations.com/blog/topic/executive-transition), [CFO Transition](https://blog.investorrelations.com/blog/topic/cfo-transition), [Succession Communication](https://blog.investorrelations.com/blog/topic/succession-communication), [Transition Communication](https://blog.investorrelations.com/blog/topic/transition-communication) [![](http://streaming.yayimages.com/images/photographer/phovoir/d9d1ef03888884416906d4c38ea0e83d/businessmen-shaking-hands-outdoors.jpg)](https://blog.investorrelations.com/blog/the-art-of-communicating-an-acquisition-in-2016) ## [The Art of Communicating an Acquisition: M&A in 2016](https://blog.investorrelations.com/blog/the-art-of-communicating-an-acquisition-in-2016) [March 24, 2016](https://blog.investorrelations.com/blog/the-art-of-communicating-an-acquisition-in-2016) [Maureen Wolff](https://blog.investorrelations.com/blog/author/maureen-wolff) [Leave a comment](https://blog.investorrelations.com/blog/the-art-of-communicating-an-acquisition-in-2016#comments-listing) Global merger and acquisition activity set an all-time high last year, breaking the previous record set in 2007.  According to an EY survey in October 2015, 59% of executives planned to actively pursue acquisitions in the coming 12 months. Given that this number is significantly higher than the 40% reported in the survey a year ago, we very well could see another record-breaking year for M&A in 2016.  [Read More](https://blog.investorrelations.com/blog/the-art-of-communicating-an-acquisition-in-2016) [Disclosure](https://blog.investorrelations.com/blog/topic/disclosure), [Strategic Messaging](https://blog.investorrelations.com/blog/topic/strategic-messaging), [Mergers & Acquisitions](https://blog.investorrelations.com/blog/topic/mergers-acquisitions), [Credibility](https://blog.investorrelations.com/blog/topic/credibility), [CFO](https://blog.investorrelations.com/blog/topic/cfo), [Shareholder Communications](https://blog.investorrelations.com/blog/topic/shareholder-communications), [Investor Relations](https://blog.investorrelations.com/blog/topic/investor-relations), [CEO](https://blog.investorrelations.com/blog/topic/ceo), [Trends](https://blog.investorrelations.com/blog/topic/trends), [2016](https://blog.investorrelations.com/blog/topic/2016) [![](http://streaming.yayimages.com/images/photographer/antonprado/d3d56435fc25b5853284dbc1fc8b1842/wall-street.jpg)](https://blog.investorrelations.com/blog/preannouncing-results-analyzing-corporate-profit-warnings) ## [Preannouncing Results: Analyzing Corporate Profit Warnings](https://blog.investorrelations.com/blog/preannouncing-results-analyzing-corporate-profit-warnings) [March 18, 2016](https://blog.investorrelations.com/blog/preannouncing-results-analyzing-corporate-profit-warnings) [David Calusdian](https://blog.investorrelations.com/blog/author/david-calusdian) [Leave a comment](https://blog.investorrelations.com/blog/preannouncing-results-analyzing-corporate-profit-warnings#comments-listing) To preannounce or not to preannounce: Surely that is the question that stumps many management teams during the quarterly earnings cycle. There are **several reasons** for a company to preannounce its financial results – that is, provide the Street with a preliminary, high-level understanding of what the company’s quarterly performance will be. Typically, a preannouncement is made in the weeks preceding the full earnings release and conference call. Management also may decide to update investors with preliminary results ahead of investor days, investment conferences and major acquisitions, so that it may speak about the most current financials and not violate Regulation Fair Disclosure. [Read More](https://blog.investorrelations.com/blog/preannouncing-results-analyzing-corporate-profit-warnings) [Guidance](https://blog.investorrelations.com/blog/topic/guidance), [Disclosure Policy](https://blog.investorrelations.com/blog/topic/disclosure-policy), [CFO](https://blog.investorrelations.com/blog/topic/cfo), [Earnings Call](https://blog.investorrelations.com/blog/topic/earnings-call), [Earnings](https://blog.investorrelations.com/blog/topic/earnings), [Trends](https://blog.investorrelations.com/blog/topic/trends) [![](http://streaming.yayimages.com/images/photographer/kasto/470165306ef9132d6c043007193caf7e/speaker-at-business-conference-and-presentation.jpg)](https://blog.investorrelations.com/blog/5-tips-for-a-successful-investor-day) ## [5 Tips for a Successful Investor Day](https://blog.investorrelations.com/blog/5-tips-for-a-successful-investor-day) [February 11, 2016](https://blog.investorrelations.com/blog/5-tips-for-a-successful-investor-day) [Jamie Bernard](https://blog.investorrelations.com/blog/author/jamie-bernard) [Leave a comment](https://blog.investorrelations.com/blog/5-tips-for-a-successful-investor-day#comments-listing) Hosting an investor day can be a powerful way to raise management visibility and credibility, highlight the depth of your management team, and clarify your company’s value proposition and growth strategy.  But planning a successful investor day is no small task. Here are five tips to help you along the way. [Read More](https://blog.investorrelations.com/blog/5-tips-for-a-successful-investor-day) [IR Vendors](https://blog.investorrelations.com/blog/topic/ir-vendors), [Investor Presentation](https://blog.investorrelations.com/blog/topic/investor-presentation), [Targeting](https://blog.investorrelations.com/blog/topic/targeting), [Investor Day](https://blog.investorrelations.com/blog/topic/investor-day), [Investor Meetings](https://blog.investorrelations.com/blog/topic/investor-meetings), [Reputation Management](https://blog.investorrelations.com/blog/topic/reputation-management), [Analyst Day](https://blog.investorrelations.com/blog/topic/analyst-day), [IRO](https://blog.investorrelations.com/blog/topic/iro), [CFO](https://blog.investorrelations.com/blog/topic/cfo), [Shareholder Communications](https://blog.investorrelations.com/blog/topic/shareholder-communications), [Investor Relations Firm](https://blog.investorrelations.com/blog/topic/investor-relations-firm) [![](http://streaming.yayimages.com/images/photographer/wavebreakmedia/787ef2198bc6d0813bef4d21e123ca18/charismatic-manager-during-a-meeting-with-an-employee.jpg)](https://blog.investorrelations.com/blog/keeping-the-activists-at-bay-five-steps-to-an-effective-response-plan) ## [Keeping the Activists at Bay: Five Steps to an Effective Response Plan](https://blog.investorrelations.com/blog/keeping-the-activists-at-bay-five-steps-to-an-effective-response-plan) [January 29, 2016](https://blog.investorrelations.com/blog/keeping-the-activists-at-bay-five-steps-to-an-effective-response-plan) [Maureen Wolff](https://blog.investorrelations.com/blog/author/maureen-wolff) [Leave a comment](https://blog.investorrelations.com/blog/keeping-the-activists-at-bay-five-steps-to-an-effective-response-plan#comments-listing) The new reality is that no public company, no matter how highly regarded or well managed, is immune from activist attention. The number of activist campaigns waged against public companies increased in 2015 to 375 according to the research firm FactSet. Once an activist surfaces, every move a company makes can have a profound and cascading effect on its long-term viability.  Therefore, it is essential to craft response plans before any sign of danger emerges. [Read More](https://blog.investorrelations.com/blog/keeping-the-activists-at-bay-five-steps-to-an-effective-response-plan) [Targeting](https://blog.investorrelations.com/blog/topic/targeting), [Wall Street](https://blog.investorrelations.com/blog/topic/wall-street), [Shareholder Activism](https://blog.investorrelations.com/blog/topic/shareholder-activism), [Investor Meetings](https://blog.investorrelations.com/blog/topic/investor-meetings), [Buy-Side](https://blog.investorrelations.com/blog/topic/buy-side), [Proxy Season](https://blog.investorrelations.com/blog/topic/proxy-season), [Proxy Fight](https://blog.investorrelations.com/blog/topic/proxy-fight), [Crisis Communications](https://blog.investorrelations.com/blog/topic/crisis-communications), [STREETSCOPE](https://blog.investorrelations.com/blog/topic/streetscope), [IRO](https://blog.investorrelations.com/blog/topic/iro), [CFO](https://blog.investorrelations.com/blog/topic/cfo) [![](http://streaming.yayimages.com/images/photographer/wavebreakmedia/01f59b840d31e7fcd833a2bbb1a960df/businessman-giving-presentation-to-his-colleagues.jpg)](https://blog.investorrelations.com/blog/telling-a-story-investors-want-to-hear) ## [Telling a Story Investors Want to Hear](https://blog.investorrelations.com/blog/telling-a-story-investors-want-to-hear) [January 14, 2016](https://blog.investorrelations.com/blog/telling-a-story-investors-want-to-hear) [David Calusdian](https://blog.investorrelations.com/blog/author/david-calusdian) [Leave a comment](https://blog.investorrelations.com/blog/telling-a-story-investors-want-to-hear#comments-listing) It’s the ability to tell a compelling story that will get the investment community excited about your company. It’s also a great challenge for even the largest public companies in the country. [Read More](https://blog.investorrelations.com/blog/telling-a-story-investors-want-to-hear) [Investment Thesis](https://blog.investorrelations.com/blog/topic/investment-thesis), [Disclosure](https://blog.investorrelations.com/blog/topic/disclosure), [Strategic Messaging](https://blog.investorrelations.com/blog/topic/strategic-messaging), [Buy-Side](https://blog.investorrelations.com/blog/topic/buy-side), [Credibility](https://blog.investorrelations.com/blog/topic/credibility), [Sell-side Coverage](https://blog.investorrelations.com/blog/topic/sell-side-coverage), [Sell-side](https://blog.investorrelations.com/blog/topic/sell-side), [CFO](https://blog.investorrelations.com/blog/topic/cfo), [Investor Relations](https://blog.investorrelations.com/blog/topic/investor-relations) ## [Notes from a NIRI Annual Conference Attendee](https://blog.investorrelations.com/blog/notes-from-a-niri-annual-conference-attendee/) [June 14, 2012](https://blog.investorrelations.com/blog/notes-from-a-niri-annual-conference-attendee/) [smerrilldev](https://blog.investorrelations.com/blog/author/smerrilldev) [Leave a comment](https://blog.investorrelations.com/blog/notes-from-a-niri-annual-conference-attendee/#comments-listing) *By Dennis Walsh, Senior Consultant & Director of Social Media* Last week, I attended the [NIRI Annual Conference](http://www.niri.org/Main-Menu-Category/learn/annualconference/AC2012.aspx). It was very educational and an incredible opportunity to meet and exchange ideas with many of the approximately 1,300 investor relations professionals from more than 20 countries that attended the event in Seattle. NIRI organized more than 45 informative panel sessions and workshops that were led by some of IR’s top influencers. While I wanted to attend each one, unfortunately I am not omnipresent. For those that I did attend, I left with several key takeaways that can benefit any [IR program](http://www.investorrelations.com/practice-areas/investor-relations/) and wanted to share those with you here at [The Podium](http://www.investorrelations.com/investor-relations-blog/). [Read More](https://blog.investorrelations.com/blog/notes-from-a-niri-annual-conference-attendee/) [Investor Presentation](https://blog.investorrelations.com/blog/topic/investor-presentation), [IR Program Planning](https://blog.investorrelations.com/blog/topic/ir-program-planning), [Board Packages](https://blog.investorrelations.com/blog/topic/board-packages), [Shareholder Surveillance](https://blog.investorrelations.com/blog/topic/shareholder-surveillance), [Disclosure](https://blog.investorrelations.com/blog/topic/disclosure), [Targeting](https://blog.investorrelations.com/blog/topic/targeting), [Board Communications](https://blog.investorrelations.com/blog/topic/board-communications), [Annual Meeting](https://blog.investorrelations.com/blog/topic/annual-meeting), [Corporate Governance](https://blog.investorrelations.com/blog/topic/corporate-governance), [Shareholder Activism](https://blog.investorrelations.com/blog/topic/shareholder-activism), [SEC](https://blog.investorrelations.com/blog/topic/sec), [Proxy Season](https://blog.investorrelations.com/blog/topic/proxy-season), [Board of Directors](https://blog.investorrelations.com/blog/topic/board-of-directors), [Proxy Access](https://blog.investorrelations.com/blog/topic/proxy-access), [NIRI](https://blog.investorrelations.com/blog/topic/niri), [Disclosure Policy](https://blog.investorrelations.com/blog/topic/disclosure-policy), [IRO](https://blog.investorrelations.com/blog/topic/iro), [CFO](https://blog.investorrelations.com/blog/topic/cfo), [Social Media](https://blog.investorrelations.com/blog/topic/social-media), [Investor Relations](https://blog.investorrelations.com/blog/topic/investor-relations), [Activist Investors](https://blog.investorrelations.com/blog/topic/activist-investors) ### Subscribe to The Podium! ### Connect with your Investors Establish a sincere connection with investors to communicate key messages during your Investor Day. 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