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.
Investment Thesis, Disclosure, Strategic Messaging, Buy-Side, Credibility, Sell-side Coverage, Sell-side, CFO, Investor Relations
(to the tune of “It’s the Most Wonderful Time of the Year”)
It’s the most opportune time of the year
With the calendar limping
Valuations dipping
Investors still hear
It’s the most opportune time of the year
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.
Strategic Messaging, Presentation Training, Credibility, Public Speaking, Public Relations, Speaking Engagements, Investor Relations, CEO
A Halloween Lesson with Apologies to Charles M. Schulz
Every year Linus sits in the neighborhood pumpkin patch trying to impress Charlie Brown’s little sister Sally with a personal introduction to The Great Pumpkin. On Halloween, she forgoes trick or treating to wait for the Great Pumpkin as he “flies through the air and brings toys to all the children of the world.” When The Great Pumpkin disappoints, you can imagine the fury of a kid who has been cheated out of tricks or treats.
What to do if you are in The Great Pumpkin’s shoes, in desperate need of reputation management? Whether you are a corporate executive, a disgraced athlete or a fictional cartoon character, here are three essential steps for reestablishing a positive brand.
Credibility, Reputation Management, Crisis Communications, Public Relations, Investor Relations
Whenever I speak about properly communicating a CEO transition, I talk about the importance of having a plan. But not all companies undergoing a management change have the advantage of foresight. So let’s discuss them both: the transitions that are well-planned, thoughtful and strategic, and those that must be managed on the fly. Here are three things to remember before your company changes CEOs, no matter the reason.
I moderated a fireside chat with NIRI’s new President and CEO, Jim Cudahy, as part of NIRI Boston’s 2015-2016 Season Kickoff Event last week. We talked about the state of IR today, and what we can expect from NIRI in the year to come. Here’s what he told us:
Investor Relations Blog, SEC, Securities Law, NIRI, Speaking Engagements, Investor Relations
In this three-part conversation, Sharon Merrill President and Partner Maureen Wolff shares insights on the IPO process from an investor relations perspective. In our final installment, we discuss the next steps a company should take after becoming public.
The Podium: Hello, Maureen. Thank you for joining us again. In today’s discussion, we will focus on the actions companies should take after the initial public offering has priced. We imagine there is much to accomplish.
MW: There certainly is. Hopefully, at this point, a newly public company already has completed the many messaging and infrastructure tasks we discussed in our previous conversations. Those items include having in place a completed IR website, corporate communications policy and training in public company employee protocol, Regulation FD and public speaking. Other items include selecting vendors for various investor relations activities, such as IR website hosting and news distribution.
In this three-part conversation, Sharon Merrill President and Partner Maureen Wolff shares insights on the IPO process from an investor relations perspective. In this second conversation, we discuss preparing for life as a public company after the registration statement has been filed.
Initial Public Offering, IPO Roadshow, Registration Statement, SEC, IPO, Roadshow Planning, Investor Relations, Pre-IPO
For those IROs and CFOs new to the retail sector, the practice of investor relations can seem like a whole new field – with new players, metrics and ways to communicate. And while best practices and the fundamentals of IR still hold true, there is a lot to learn before you can expertly communicate your retail company’s story to the investment community. Here are five tips to get you started.
Investment Thesis, Retail, Retail Investor Relations, Financial Communication, Investor Relations
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.
Investor Presentation, Presentation Training, Public Speaking, Public Relations, Investor Conference, Investor Relations
