---
title: "The Podium: An Investor Relations & Corporate Communications Blog | Reg FD (2)"
description: Reg FD |  (2)
---

- [Our Blog: The Podium](http://www.investorrelations.com/investor-relations-blog/)
- [Sign up for IR News](https://info.investorrelations.com/sign-up-for-our-weekly-newsletter-investor-relations-around-the-web)
- [Careers](http://www.investorrelations.com/careers/)
- <https://twitter.com/SharonMerrillIR>
- <https://www.linkedin.com/company/56553?trk=tyah>

CLOSE

### Weekly IR News Round Up

- [Our Blog: The Podium](http://www.investorrelations.com/investor-relations-blog/)
- [Sign Up for the Newsletter](http://www.investorrelations.com/about/#)
- [Careers](http://www.investorrelations.com/careers/)
- <https://twitter.com/SharonMerrillIR>
- <https://www.linkedin.com/company/56553?trk=tyah>

- [Practice Areas](http://www.investorrelations.com/practice-areas/) 
    - [Investor Relations](http://www.investorrelations.com/practice-areas/investor-relations/)
    - [ESG Engagement](https://www.investorrelations.com/practice-areas/esg-engagement/)
    - [Corporate Communications](http://www.investorrelations.com/practice-areas/corporate-communications/)
    - [Crisis Communications](http://www.investorrelations.com/practice-areas/crisis-communication/)
    - [Transaction Communications](http://www.investorrelations.com/practice-areas/transaction-communications/)
    - [Reputation Management](http://www.investorrelations.com/practice-areas/reputation-management/)
    - [Presentation and Media Training](http://www.investorrelations.com/practice-areas/presentation-and-media-training/)
    - [Private Company IR](https://www.investorrelations.com/practice-areas/private-company-ir/)
- [Case Studies](http://www.investorrelations.com/case-studies/) 
    - [IPO Program](http://www.investorrelations.com/case-studies/ipo-program/)
    - [Investor Outreach](http://www.investorrelations.com/case-studies/investor-outreach/)
    - [Crisis Communications](http://www.investorrelations.com/case-studies/crisis-communications/)
    - [Meetings and Introductions](http://www.investorrelations.com/case-studies/meetings-and-introductions/)
    - [Communicating Shortfalls](http://www.investorrelations.com/case-studies/communicating-shortfalls/)
    - [Corporate Visibility](http://www.investorrelations.com/case-studies/corporate-visibility/)
    - [Perception Audit](http://www.investorrelations.com/case-studies/perception-audit/)
    - [Presentation Training](http://www.investorrelations.com/case-studies/presentation-training/)
    - [Investor Day](http://www.investorrelations.com/case-studies/investor-day/)
    - [CEO Transition Communications](http://www.investorrelations.com/case-studies/ceo-transition-communications/)
    - [Rebuilding Credibility](http://www.investorrelations.com/case-studies/rebuilding-credibility/)
    - [Mergers & Acquisitions](http://www.investorrelations.com/case-studies/mergers-acquisitions/)
    - [Shareholder Activism](http://www.investorrelations.com/case-studies/shareholder-activism/)
    - [Proxy Fights](http://www.investorrelations.com/case-studies/proxy-fights/)
    - [Acquisition Support](http://www.investorrelations.com/case-studies/acquisition-support/)
    - [Management Credibility](http://www.investorrelations.com/case-studies/management-credibility/)
    - [Media Relations](http://www.investorrelations.com/case-studies/media-relations/)
    - [Surviving Bankruptcy](http://www.investorrelations.com/case-studies/surviving-bankruptcy/)
    - [Asbestos Liability](http://www.investorrelations.com/case-studies/asbestos-liability/)
    - [Private Company IR](https://www.investorrelations.com/case-studies/private-company-ir/)
- [Industry Expertise](http://www.investorrelations.com/industry-expertise/) 
    - [Life Sciences](http://www.investorrelations.com/industry-expertise/life-sciences/)
    - [Technology](http://www.investorrelations.com/industry-expertise/technology/)
    - [Industrial](http://www.investorrelations.com/industry-expertise/industrial/)
    - [Consumer/Retail](http://www.investorrelations.com/industry-expertise/consumer-retail/)
    - [Additional Experience](http://www.investorrelations.com/industry-expertise/additional-experience/)
- [About](http://www.investorrelations.com/about/) 
    - [Meet Our Team](http://www.investorrelations.com/about/meet-our-team/)
    - [Awards and Accolades](http://www.investorrelations.com/about/awards-and-accolades/)
    - [Press Releases](http://www.investorrelations.com/about/press-releases/)
    - [In the News](http://www.investorrelations.com/about/in-the-news/)
    - [Philanthropy](http://www.investorrelations.com/about/philanthropy/)
- [Contact](http://www.investorrelations.com/contact/)

[![Sharon Merrill](https://blog.investorrelations.com/hs-fs/hubfs/sharonmerrill_imager/Sharon-Merrill-Header-Logo.png?width=639&height=109&name=Sharon-Merrill-Header-Logo.png)](http://www.investorrelations.com/)

- [Practice Areas](http://www.investorrelations.com/practice-areas/) 
    - [Investor Relations](http://www.investorrelations.com/practice-areas/investor-relations/)
    - [ESG Engagement](https://www.investorrelations.com/practice-areas/esg-engagement/)
    - [Corporate Communications](http://www.investorrelations.com/practice-areas/corporate-communications/)
    - [Crisis Communications](http://www.investorrelations.com/practice-areas/crisis-communication/)
    - [Transaction Communications](http://www.investorrelations.com/practice-areas/transaction-communications/)
    - [Reputation Management](http://www.investorrelations.com/practice-areas/reputation-management/)
    - [Presentation and Media Training](http://www.investorrelations.com/practice-areas/presentation-and-media-training/)
    - [Private Company IR](https://www.investorrelations.com/practice-areas/private-company-ir/)
- [Case Studies](http://www.investorrelations.com/case-studies/) 
    - [IPO Program](http://www.investorrelations.com/case-studies/ipo-program/)
    - [Investor Outreach](http://www.investorrelations.com/case-studies/investor-outreach/)
    - [Crisis Communications](http://www.investorrelations.com/case-studies/crisis-communications/)
    - [Meetings and Introductions](http://www.investorrelations.com/case-studies/meetings-and-introductions/)
    - [Communicating Shortfalls](http://www.investorrelations.com/case-studies/communicating-shortfalls/)
    - [Corporate Visibility](http://www.investorrelations.com/case-studies/corporate-visibility/)
    - [Perception Audit](http://www.investorrelations.com/case-studies/perception-audit/)
    - [Presentation Training](http://www.investorrelations.com/case-studies/presentation-training/)
    - [Investor Day](http://www.investorrelations.com/case-studies/investor-day/)
    - [CEO Transition Communications](http://www.investorrelations.com/case-studies/ceo-transition-communications/)
    - [Rebuilding Credibility](http://www.investorrelations.com/case-studies/rebuilding-credibility/)
    - [Mergers & Acquisitions](http://www.investorrelations.com/case-studies/mergers-acquisitions/)
    - [Shareholder Activism](http://www.investorrelations.com/case-studies/shareholder-activism/)
    - [Proxy Fights](http://www.investorrelations.com/case-studies/proxy-fights/)
    - [Acquisition Support](http://www.investorrelations.com/case-studies/acquisition-support/)
    - [Management Credibility](http://www.investorrelations.com/case-studies/management-credibility/)
    - [Media Relations](http://www.investorrelations.com/case-studies/media-relations/)
    - [Surviving Bankruptcy](http://www.investorrelations.com/case-studies/surviving-bankruptcy/)
    - [Asbestos Liability](http://www.investorrelations.com/case-studies/asbestos-liability/)
    - [Private Company IR](https://www.investorrelations.com/case-studies/private-company-ir/)
- [Industry Expertise](http://www.investorrelations.com/industry-expertise/) 
    - [Life Sciences](http://www.investorrelations.com/industry-expertise/life-sciences/)
    - [Technology](http://www.investorrelations.com/industry-expertise/technology/)
    - [Industrial](http://www.investorrelations.com/industry-expertise/industrial/)
    - [Consumer/Retail](http://www.investorrelations.com/industry-expertise/consumer-retail/)
    - [Additional Experience](http://www.investorrelations.com/industry-expertise/additional-experience/)
- [About](http://www.investorrelations.com/about/) 
    - [Meet Our Team](http://www.investorrelations.com/about/meet-our-team/)
    - [Awards and Accolades](http://www.investorrelations.com/about/awards-and-accolades/)
    - [Press Releases](http://www.investorrelations.com/about/press-releases/)
    - [In the News](http://www.investorrelations.com/about/in-the-news/)
    - [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

## [Investor Relations for the New CFO - Six Steps for IR Success](https://blog.investorrelations.com/blog/investor-relations-for-the-new-cfo-six-steps-for-ir-success/)

[May 29, 2012](https://blog.investorrelations.com/blog/investor-relations-for-the-new-cfo-six-steps-for-ir-success/) [David Calusdian](https://blog.investorrelations.com/blog/author/david-calusdian) [Leave a comment](https://blog.investorrelations.com/blog/investor-relations-for-the-new-cfo-six-steps-for-ir-success/#comments-listing)

*By* [*David Calusdian*](http://www.investorrelations.com/about/meet-our-team/david-c-calusdian/)*, Executive Vice President & Partner*

*\*Originally appeared on [Samuel's CFO Blog](http://blog.dergelcfo.com/). Samuel Dergel is Director and Search Consultant at [Stanton Chase International](http://www.stantonchase.com/). Mr. Dergel specializes in Executive Search for Chief Financial Officers.*

As the new CFO of a publicly held company, somewhere on your extensive “to do” list is implementing an effective investor relations program. Whether or not the IR function was a well-oiled machine when you arrived, or virtually non-existent, there are key areas you need to address immediately to ensure that you are effectively taking the IR reins. So here are six steps for success as you accept responsibility for the IR function.

1) **Understand your shareholder base.** Research the investment styles of your shareholders to determine why they may have bought shares– and what might cause them to sell. See what type of investor concentration you have in your shareholder base. Identifying whether your shareholders are weighted toward a growth, value or income investment style, for example, can offer insight as to what they are expecting the company to achieve near or long term. Also investigate whether there are known “activist” firms among your shareholders, and what catalysts usually cause them to initiate a [proxy fight](http://en.wikipedia.org/wiki/Proxy_fight). Make it a priority to speak with your shareholders by phone as soon as possible, and then meet them in person within your first few quarters as CFO. Also consider an [investor perception audit](http://www.investorrelations.com/case-studies/perception-audit/) to understand the sentiments of your shareholder base -- and identify any misperceptions about the company -- to most effectively build your IR program. 

[Read More](https://blog.investorrelations.com/blog/investor-relations-for-the-new-cfo-six-steps-for-ir-success/)

[Disclosure](https://blog.investorrelations.com/blog/topic/disclosure), [Reg FD](https://blog.investorrelations.com/blog/topic/reg-fd), [Board Communications](https://blog.investorrelations.com/blog/topic/board-communications), [Conference Calls](https://blog.investorrelations.com/blog/topic/conference-calls), [Investor Relations Agency](https://blog.investorrelations.com/blog/topic/investor-relations-agency), [Investor Meetings](https://blog.investorrelations.com/blog/topic/investor-meetings), [Guidance](https://blog.investorrelations.com/blog/topic/guidance), [Disclosure Policy](https://blog.investorrelations.com/blog/topic/disclosure-policy), [Shareholder Communications](https://blog.investorrelations.com/blog/topic/shareholder-communications), [Earnings Call](https://blog.investorrelations.com/blog/topic/earnings-call), [Social Media](https://blog.investorrelations.com/blog/topic/social-media), [Investor Relations](https://blog.investorrelations.com/blog/topic/investor-relations), [Earnings](https://blog.investorrelations.com/blog/topic/earnings), [Investor Relations Firm](https://blog.investorrelations.com/blog/topic/investor-relations-firm)

## [Social Media + Investor Relations = Socialize IR](https://blog.investorrelations.com/blog/social-media-investor-relations-socialize-ir/)

[May 17, 2012](https://blog.investorrelations.com/blog/social-media-investor-relations-socialize-ir/) [smerrilldev](https://blog.investorrelations.com/blog/author/smerrilldev) [Leave a comment](https://blog.investorrelations.com/blog/social-media-investor-relations-socialize-ir/#comments-listing)

*By Dennis Walsh, Senior Consultant & Director of Social Media*

Let’s face it; you can’t ignore social media any longer…even as part of your investor relations strategy. You were hoping Facebook would go the way of MySpace and Friendster, but it keeps on growing and has even made its way into our world with its initial public offering.

Talk of Twitter used to elicit laughter in the board room. Now, competitors are using it to promote their brand; hedge funds are using it to decide when to make trades; and rumors spread like wildfires over the Twittersphere. Twitter companion site [StockTwits](http://www.stocktwits.com/) has evolved as a popular platform for traders to share investment ideas. Add to that: YouTube, Flickr, SlideShare, LinkedIn, oh my! IR pros certainly put up a good fight, but it’s time to embrace social media…it’s here to stay.

Feeling a little overwhelmed? We’d like to help you with that.

[Read More](https://blog.investorrelations.com/blog/social-media-investor-relations-socialize-ir/)

[IR Program Planning](https://blog.investorrelations.com/blog/topic/ir-program-planning), [Investor Relations Blog](https://blog.investorrelations.com/blog/topic/investor-relations-blog), [Reg FD](https://blog.investorrelations.com/blog/topic/reg-fd), [Strategic Messaging](https://blog.investorrelations.com/blog/topic/strategic-messaging), [Sharon Merrill Associates](https://blog.investorrelations.com/blog/topic/sharon-merrill-associates), [Investor Relations Agency](https://blog.investorrelations.com/blog/topic/investor-relations-agency), [IR Website](https://blog.investorrelations.com/blog/topic/ir-website), [IPO](https://blog.investorrelations.com/blog/topic/ipo), [Social Media](https://blog.investorrelations.com/blog/topic/social-media), [Small-cap IR](https://blog.investorrelations.com/blog/topic/small-cap-ir), [Investor Relations](https://blog.investorrelations.com/blog/topic/investor-relations), [Socialize IR](https://blog.investorrelations.com/blog/topic/socialize-ir), [Investor Relations Firm](https://blog.investorrelations.com/blog/topic/investor-relations-firm)

[![](https://blog.investorrelations.com/hs-fs/file-3283700575-jpg/blog-files/genemorphis.jpg)](https://blog.investorrelations.com/blog/why-every-company-needs-a-social-media-policy/)

## [Why Every Company Needs a Social Media Policy](https://blog.investorrelations.com/blog/why-every-company-needs-a-social-media-policy/)

[May 16, 2012](https://blog.investorrelations.com/blog/why-every-company-needs-a-social-media-policy/) [smerrilldev](https://blog.investorrelations.com/blog/author/smerrilldev) [Leave a comment](https://blog.investorrelations.com/blog/why-every-company-needs-a-social-media-policy/#comments-listing)

*By Dennis Walsh, Senior Consultant & Director of Social Media*

On Monday, Houston-based Francesca's Holdings Corporation (NASDAQ: FRAN) announced that it had fired its chief financial officer, Gene Morphis, after discovering he had “[improperly communicated Company information through social media](http://investors.francescascollections.com/releasedetail.cfm?ReleaseID=672925).” This case highlights how important it is for all companies to have a clear social media policy in place and to educate top executives on their roles and responsibilities as company spokespeople.

Mr. Morphis was very active on Twitter, publishes a personal blog, and has public profiles on LinkedIn and Facebook. Mr. Morphis spoke freely about his duties as CFO of Francesca’s in his Facebook status updates, which were open for public viewing. In one example he states that he just completed a roadshow for a secondary offering, which appears to have been announced via press release prior to the post.<http://www.investorrelations.com/wp-content/uploads/2012/05/genemorphis.jpg>

[Read More](https://blog.investorrelations.com/blog/why-every-company-needs-a-social-media-policy/)

[IR Program Planning](https://blog.investorrelations.com/blog/topic/ir-program-planning), [Disclosure](https://blog.investorrelations.com/blog/topic/disclosure), [Reg FD](https://blog.investorrelations.com/blog/topic/reg-fd), [Sharon Merrill Associates](https://blog.investorrelations.com/blog/topic/sharon-merrill-associates), [Investor Relations Agency](https://blog.investorrelations.com/blog/topic/investor-relations-agency), [Disclosure Policy](https://blog.investorrelations.com/blog/topic/disclosure-policy), [Social Media Policy](https://blog.investorrelations.com/blog/topic/social-media-policy), [IRO](https://blog.investorrelations.com/blog/topic/iro), [Social Media](https://blog.investorrelations.com/blog/topic/social-media), [Investor Relations](https://blog.investorrelations.com/blog/topic/investor-relations), [Socialize IR](https://blog.investorrelations.com/blog/topic/socialize-ir), [Investor Relations Firm](https://blog.investorrelations.com/blog/topic/investor-relations-firm)

## [Is It Time to Invest in Your Investor Day?](https://blog.investorrelations.com/blog/is-it-time-to-invest-in-your-investor-day/)

[July 11, 2011](https://blog.investorrelations.com/blog/is-it-time-to-invest-in-your-investor-day/) [smerrilldev](https://blog.investorrelations.com/blog/author/smerrilldev) [Leave a comment](https://blog.investorrelations.com/blog/is-it-time-to-invest-in-your-investor-day/#comments-listing)

*By Jim Buckley*

I recently led a workshop session at the [NIRI National conference](http://www.niri.org/Main-Menu-Category/learn/annualconference/AC2011.aspx) entitled *Time to Invest in Your Company’s Investor Day*. The workshop featured a deep dive on all the fundamental components and strategic aspects of an Investor Day, or Analyst Day as some people still prefer. The session was very comprehensive and included a panel with three of today’s best and brightest IROs. (Ok, full disclosure, I handpicked [Alexia](http://www.niri.org/Main-Menu-Category/learn/annualconference/AC2011/sp.aspx?param1=433), [Jennifer](http://www.niri.org/Main-Menu-Category/learn/annualconference/AC2011/sp.aspx?param1=403) and [Jerry](http://www.niri.org/Main-Menu-Category/learn/annualconference/AC2011/sp.aspx?param1=402).)

We collectively shared our Investor Day wisdom and experiences, including the Good, the Bad and the Ineffective. The response to the panel, particularly in some follow-up discussions, was decidedly positive. Given that a few folks have asked me recently for supplemental materials – which are available to conference attendees [here](http://www.niri.org/ac11) – I thought I would share some of the key takeaways, as well as appending the “Investor Day Do’s and Don’ts” handout that was developed for the session.

[Read More](https://blog.investorrelations.com/blog/is-it-time-to-invest-in-your-investor-day/)

[Reg FD](https://blog.investorrelations.com/blog/topic/reg-fd), [Investor Day](https://blog.investorrelations.com/blog/topic/investor-day), [NIRI](https://blog.investorrelations.com/blog/topic/niri), [Analyst Day](https://blog.investorrelations.com/blog/topic/analyst-day), [Perception Audit](https://blog.investorrelations.com/blog/topic/perception-audit), [Investor Relations](https://blog.investorrelations.com/blog/topic/investor-relations)

## [The Age of Diminished Sell-Side Research](https://blog.investorrelations.com/blog/the-age-of-diminished-sell-side-research/)

[April 22, 2010](https://blog.investorrelations.com/blog/the-age-of-diminished-sell-side-research/) [Sharon Merrill](https://blog.investorrelations.com/blog/author/sharon-merrill) [Comment](https://blog.investorrelations.com/blog/the-age-of-diminished-sell-side-research/#comments-listing)

Sell-side research has undergone profound structural changes during the past decade with far-reaching implications affecting the quality of the research and how research is generated, sold and compensated. Decimalization, Regulation FD, unbundling of trading from research and the hedge fund “brain drain” have all negatively impacted sell-side profitability, product quality and small cap coverage in today’s age of diminished sell-side research.

**Decimalization**. When the SEC required exchanges to narrow their bid-ask spreads from one-sixteenth, or $0.0625, to $0.01 per share effective in 2001, the profitability of trading floors collapsed amidst tremendous spread compression. While working on the sell-side, I recall hearing many times over, “when we get a trade we can all hear the cash register ring.” After decimalization, I never heard this again. Sell-side boutiques, historically adequately compensated for their research with large bid-ask spreads, now struggled to stay afloat. They reduced staff levels and often swapped higher-priced, seasoned analysts for less-experienced and less-costly researchers.

[Read More](https://blog.investorrelations.com/blog/the-age-of-diminished-sell-side-research/)

[Hedge Fund](https://blog.investorrelations.com/blog/topic/hedge-fund), [Disclosure](https://blog.investorrelations.com/blog/topic/disclosure), [Reg FD](https://blog.investorrelations.com/blog/topic/reg-fd), [Sell-side Research](https://blog.investorrelations.com/blog/topic/sell-side-research), [Targeting](https://blog.investorrelations.com/blog/topic/targeting), [Investor Meetings](https://blog.investorrelations.com/blog/topic/investor-meetings), [Sell-side Coverage](https://blog.investorrelations.com/blog/topic/sell-side-coverage), [Disclosure Policy](https://blog.investorrelations.com/blog/topic/disclosure-policy), [Shareholder Communications](https://blog.investorrelations.com/blog/topic/shareholder-communications), [Investor Relations](https://blog.investorrelations.com/blog/topic/investor-relations), [Earnings](https://blog.investorrelations.com/blog/topic/earnings)

[Previous](https://blog.investorrelations.com/blog/topic/reg-fd/page/1)

### Subscribe to The Podium!

### Connect with your Investors

Establish a sincere connection with investors to communicate key messages during your Investor Day. Download our free e-book on effective presentation habits, and learn to deliver ideas with confidence and clarity.

### [![Delivering Effective Presentations](https://no-cache.hubspot.com/cta/default/560825/ae1780f1-d59a-47b7-a91a-0473d76c0ac5.png)](https://cta-redirect.hubspot.com/cta/redirect/560825/ae1780f1-d59a-47b7-a91a-0473d76c0ac5)

### When it's time for a change

Whether planned or sudden, it is crucial to communicate the succession of high-profile positions effectively. Download our three-part e-book and learn the best way to craft a plan for CEO, CFO and Board of Directors transitions.

[![Download Your Free eBook: Communicating Management Transitions](https://no-cache.hubspot.com/cta/default/560825/be616455-5c8f-4a04-bd88-5e8656fd2862.png)](https://cta-redirect.hubspot.com/cta/redirect/560825/be616455-5c8f-4a04-bd88-5e8656fd2862) 

### 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.

### [![Learn More About Proxy GamePlan](https://no-cache.hubspot.com/cta/default/560825/3e30a182-fc77-497a-97b3-72aede21e334.png)](https://cta-redirect.hubspot.com/cta/redirect/560825/3e30a182-fc77-497a-97b3-72aede21e334)

### 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.

[![How to Assess an IR Firm](https://no-cache.hubspot.com/cta/default/560825/9f973acb-6c16-469a-86fb-1186a197c587.png)](https://cta-redirect.hubspot.com/cta/redirect/560825/9f973acb-6c16-469a-86fb-1186a197c587)

### 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](https://no-cache.hubspot.com/cta/default/560825/e9ccfdbe-ec4e-494a-9db4-8864757c73f8.png)](https://cta-redirect.hubspot.com/cta/redirect/560825/e9ccfdbe-ec4e-494a-9db4-8864757c73f8)

### 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](https://no-cache.hubspot.com/cta/default/560825/650f7f0e-81ea-4c33-8bcf-8371568b99c0.png)](https://cta-redirect.hubspot.com/cta/redirect/560825/650f7f0e-81ea-4c33-8bcf-8371568b99c0) 

### 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.

[![Download your free copy of 'Why Perceptions Matter'](https://no-cache.hubspot.com/cta/default/560825/e9c1adbc-f826-4c1b-92f5-1f896547e748.png)](https://cta-redirect.hubspot.com/cta/redirect/560825/e9c1adbc-f826-4c1b-92f5-1f896547e748) 

### Common Topics:

- [Investor Relations (148)](https://blog.investorrelations.com/blog/topic/investor-relations)
- [Shareholder Communications (44)](https://blog.investorrelations.com/blog/topic/shareholder-communications)
- [Crisis Communications (42)](https://blog.investorrelations.com/blog/topic/crisis-communications)
- [Sharon Merrill Associates (42)](https://blog.investorrelations.com/blog/topic/sharon-merrill-associates)
- [Strategic Messaging (36)](https://blog.investorrelations.com/blog/topic/strategic-messaging)
- [Investor Relations Agency (34)](https://blog.investorrelations.com/blog/topic/investor-relations-agency)
- [Investor Relations Firm (32)](https://blog.investorrelations.com/blog/topic/investor-relations-firm)
- [IR Trends (31)](https://blog.investorrelations.com/blog/topic/ir-trends)
- [IR Program Planning (30)](https://blog.investorrelations.com/blog/topic/ir-program-planning)
- [Presentation Training (29)](https://blog.investorrelations.com/blog/topic/presentation-training)
- [Investor Presentation (25)](https://blog.investorrelations.com/blog/topic/investor-presentation)
- [Investor Meetings (24)](https://blog.investorrelations.com/blog/topic/investor-meetings)
- [IRO (22)](https://blog.investorrelations.com/blog/topic/iro)
- [Social Media (22)](https://blog.investorrelations.com/blog/topic/social-media)
- [NIRI (21)](https://blog.investorrelations.com/blog/topic/niri)
- [Board Communications (18)](https://blog.investorrelations.com/blog/topic/board-communications)
- [Earnings (18)](https://blog.investorrelations.com/blog/topic/earnings)
- [IR Recommendations (18)](https://blog.investorrelations.com/blog/topic/ir-recommendations)
- [Corporate Communications (17)](https://blog.investorrelations.com/blog/topic/corporate-communications)
- [Disclosure Policy (17)](https://blog.investorrelations.com/blog/topic/disclosure-policy)
- [Activist Investors (16)](https://blog.investorrelations.com/blog/topic/activist-investors)
- [Disclosure (16)](https://blog.investorrelations.com/blog/topic/disclosure)
- [Reg FD (15)](https://blog.investorrelations.com/blog/topic/reg-fd)
- [ESG (14)](https://blog.investorrelations.com/blog/topic/esg)
- [IR Website (13)](https://blog.investorrelations.com/blog/topic/ir-website)
- [SEC (13)](https://blog.investorrelations.com/blog/topic/sec)
- [Earnings Call (12)](https://blog.investorrelations.com/blog/topic/earnings-call)
- [IPO (12)](https://blog.investorrelations.com/blog/topic/ipo)
- [Investor Day (11)](https://blog.investorrelations.com/blog/topic/investor-day)
- [Shareholder Activism (11)](https://blog.investorrelations.com/blog/topic/shareholder-activism)
- [Guidance (10)](https://blog.investorrelations.com/blog/topic/guidance)
- [Reputation Management (10)](https://blog.investorrelations.com/blog/topic/reputation-management)
- [Targeting (10)](https://blog.investorrelations.com/blog/topic/targeting)
- [Analyst Day (9)](https://blog.investorrelations.com/blog/topic/analyst-day)
- [CFO (9)](https://blog.investorrelations.com/blog/topic/cfo)
- [Corporate Governance (9)](https://blog.investorrelations.com/blog/topic/corporate-governance)
- [Holiday (9)](https://blog.investorrelations.com/blog/topic/holiday)
- [Media Relations (9)](https://blog.investorrelations.com/blog/topic/media-relations)
- [Proxy Season (9)](https://blog.investorrelations.com/blog/topic/proxy-season)
- [Investor Relations Blog (8)](https://blog.investorrelations.com/blog/topic/investor-relations-blog)
- [Proxy Access (8)](https://blog.investorrelations.com/blog/topic/proxy-access)
- [Public Relations (8)](https://blog.investorrelations.com/blog/topic/public-relations)
- [Speaking Engagements (8)](https://blog.investorrelations.com/blog/topic/speaking-engagements)
- [Annual Meeting (7)](https://blog.investorrelations.com/blog/topic/annual-meeting)
- [Buy-Side (7)](https://blog.investorrelations.com/blog/topic/buy-side)
- [Corporate Access (7)](https://blog.investorrelations.com/blog/topic/corporate-access)
- [Financial Communication (7)](https://blog.investorrelations.com/blog/topic/financial-communication)
- [Investor Relations Trends (7)](https://blog.investorrelations.com/blog/topic/investor-relations-trends)
- [Public Speaking (7)](https://blog.investorrelations.com/blog/topic/public-speaking)
- [Sell-side Coverage (7)](https://blog.investorrelations.com/blog/topic/sell-side-coverage)
- [Shareholder Meeting (7)](https://blog.investorrelations.com/blog/topic/shareholder-meeting)
- [Board Packages (6)](https://blog.investorrelations.com/blog/topic/board-packages)
- [Board Structure (6)](https://blog.investorrelations.com/blog/topic/board-structure)
- [Board of Directors (6)](https://blog.investorrelations.com/blog/topic/board-of-directors)
- [Credibility (6)](https://blog.investorrelations.com/blog/topic/credibility)
- [Investor Conference (6)](https://blog.investorrelations.com/blog/topic/investor-conference)
- [Roadshow Planning (6)](https://blog.investorrelations.com/blog/topic/roadshow-planning)
- [Small-cap IR (6)](https://blog.investorrelations.com/blog/topic/small-cap-ir)
- [Socialize IR (6)](https://blog.investorrelations.com/blog/topic/socialize-ir)
- [Succession Planning (6)](https://blog.investorrelations.com/blog/topic/succession-planning)
- [Trends (5)](https://blog.investorrelations.com/blog/topic/trends)
- [crisis communication plan (5)](https://blog.investorrelations.com/blog/topic/crisis-communication-plan)
- [Conference Calls (4)](https://blog.investorrelations.com/blog/topic/conference-calls)
- [Event Planning (4)](https://blog.investorrelations.com/blog/topic/event-planning)
- [IR Budgets (4)](https://blog.investorrelations.com/blog/topic/ir-budgets)
- [Investment Thesis (4)](https://blog.investorrelations.com/blog/topic/investment-thesis)
- [Investor Event Planning (4)](https://blog.investorrelations.com/blog/topic/investor-event-planning)
- [Monitoring (4)](https://blog.investorrelations.com/blog/topic/monitoring)
- [Sell-side (4)](https://blog.investorrelations.com/blog/topic/sell-side)
- [crisis preparation (4)](https://blog.investorrelations.com/blog/topic/crisis-preparation)
- [Awards (3)](https://blog.investorrelations.com/blog/topic/awards)
- [CEO (3)](https://blog.investorrelations.com/blog/topic/ceo)
- [Cybersecurity (3)](https://blog.investorrelations.com/blog/topic/cybersecurity)
- [Hedge Fund (3)](https://blog.investorrelations.com/blog/topic/hedge-fund)
- [IR Compliance (3)](https://blog.investorrelations.com/blog/topic/ir-compliance)
- [Industrial Investor Relations (3)](https://blog.investorrelations.com/blog/topic/industrial-investor-relations)
- [Initial Public Offering (3)](https://blog.investorrelations.com/blog/topic/initial-public-offering)
- [Perception Audit (3)](https://blog.investorrelations.com/blog/topic/perception-audit)
- [Pre-IPO (3)](https://blog.investorrelations.com/blog/topic/pre-ipo)
- [Public Accounting (3)](https://blog.investorrelations.com/blog/topic/public-accounting)
- [2016 (2)](https://blog.investorrelations.com/blog/topic/2016)
- [Annual Report (2)](https://blog.investorrelations.com/blog/topic/annual-report)
- [Compliance (2)](https://blog.investorrelations.com/blog/topic/compliance)
- [Employee Communications (2)](https://blog.investorrelations.com/blog/topic/employee-communications)
- [Executive Transition (2)](https://blog.investorrelations.com/blog/topic/executive-transition)
- [GAAP (2)](https://blog.investorrelations.com/blog/topic/gaap)
- [IR Vendors (2)](https://blog.investorrelations.com/blog/topic/ir-vendors)
- [Interviews (2)](https://blog.investorrelations.com/blog/topic/interviews)
- [Investor Relations Websites (2)](https://blog.investorrelations.com/blog/topic/investor-relations-websites)
- [Mergers & Acquisitions (2)](https://blog.investorrelations.com/blog/topic/mergers-acquisitions)
- [Non-deal Roadshow (2)](https://blog.investorrelations.com/blog/topic/non-deal-roadshow)
- [Perception Study (2)](https://blog.investorrelations.com/blog/topic/perception-study)
- [Proxy Fight (2)](https://blog.investorrelations.com/blog/topic/proxy-fight)
- [Registration Statement (2)](https://blog.investorrelations.com/blog/topic/registration-statement)
- [S-1 (2)](https://blog.investorrelations.com/blog/topic/s-1)
- [S-11 (2)](https://blog.investorrelations.com/blog/topic/s-11)
- [STREETSCOPE (2)](https://blog.investorrelations.com/blog/topic/streetscope)
- [Securities Law (2)](https://blog.investorrelations.com/blog/topic/securities-law)
- [Sell-side Research (2)](https://blog.investorrelations.com/blog/topic/sell-side-research)
- [Shareholder Surveillance (2)](https://blog.investorrelations.com/blog/topic/shareholder-surveillance)
- [Succession Communication (2)](https://blog.investorrelations.com/blog/topic/succession-communication)
- [Sustainability (2)](https://blog.investorrelations.com/blog/topic/sustainability)
- [Transition Communication (2)](https://blog.investorrelations.com/blog/topic/transition-communication)
- [Wall Street (2)](https://blog.investorrelations.com/blog/topic/wall-street)
- [accounting regulations (2)](https://blog.investorrelations.com/blog/topic/accounting-regulations)
- [cybersecurity communication plan (2)](https://blog.investorrelations.com/blog/topic/cybersecurity-communication-plan)
- [what's in and what's out (2)](https://blog.investorrelations.com/blog/topic/whats-in-and-whats-out)
- [2017 (1)](https://blog.investorrelations.com/blog/topic/2017)
- [2017 Trends (1)](https://blog.investorrelations.com/blog/topic/2017-trends)
- [Acquisitions (1)](https://blog.investorrelations.com/blog/topic/acquisitions)
- [AlphaSense (1)](https://blog.investorrelations.com/blog/topic/alphasense)
- [Bell Ringer Awards (1)](https://blog.investorrelations.com/blog/topic/bell-ringer-awards)
- [Biotech (1)](https://blog.investorrelations.com/blog/topic/biotech)
- [Biotech IR (1)](https://blog.investorrelations.com/blog/topic/biotech-ir)
- [Biotechnology (1)](https://blog.investorrelations.com/blog/topic/biotechnology)
- [Brand Management (1)](https://blog.investorrelations.com/blog/topic/brand-management)
- [CEO pay ratio (1)](https://blog.investorrelations.com/blog/topic/ceo-pay-ratio)
- [CFO Transition (1)](https://blog.investorrelations.com/blog/topic/cfo-transition)
- [CPA (1)](https://blog.investorrelations.com/blog/topic/cpa)
- [Culture risk (1)](https://blog.investorrelations.com/blog/topic/culture-risk)
- [Drug Development IR (1)](https://blog.investorrelations.com/blog/topic/drug-development-ir)
- [Drug development (1)](https://blog.investorrelations.com/blog/topic/drug-development)
- [Earnings Guidance (1)](https://blog.investorrelations.com/blog/topic/earnings-guidance)
- [Earnings cycle (1)](https://blog.investorrelations.com/blog/topic/earnings-cycle)
- [HFT (1)](https://blog.investorrelations.com/blog/topic/hft)
- [IPO Roadshow (1)](https://blog.investorrelations.com/blog/topic/ipo-roadshow)
- [IR 2017 (1)](https://blog.investorrelations.com/blog/topic/ir-2017)
- [IR Website Design (1)](https://blog.investorrelations.com/blog/topic/ir-website-design)
- [IR Websites (1)](https://blog.investorrelations.com/blog/topic/ir-websites)
- [IR for Drug Companies (1)](https://blog.investorrelations.com/blog/topic/ir-for-drug-companies)
- [In-N-Out IR 2017 (1)](https://blog.investorrelations.com/blog/topic/in-n-out-ir-2017)
- [Investor Relations 2017 (1)](https://blog.investorrelations.com/blog/topic/investor-relations-2017)
- [Life Sciences (1)](https://blog.investorrelations.com/blog/topic/life-sciences)
- [Life Sciences IR (1)](https://blog.investorrelations.com/blog/topic/life-sciences-ir)
- [Media Training (1)](https://blog.investorrelations.com/blog/topic/media-training)
- [NDR (1)](https://blog.investorrelations.com/blog/topic/ndr)
- [Needham (1)](https://blog.investorrelations.com/blog/topic/needham)
- [Non-GAAP (1)](https://blog.investorrelations.com/blog/topic/non-gaap)
- [Paraguay (1)](https://blog.investorrelations.com/blog/topic/paraguay)
- [Perception (1)](https://blog.investorrelations.com/blog/topic/perception)
- [Preannouncement (1)](https://blog.investorrelations.com/blog/topic/preannouncement)
- [Preliminary Results (1)](https://blog.investorrelations.com/blog/topic/preliminary-results)
- [REIT (1)](https://blog.investorrelations.com/blog/topic/reit)
- [Reg G (1)](https://blog.investorrelations.com/blog/topic/reg-g)
- [Retail (1)](https://blog.investorrelations.com/blog/topic/retail)
- [Retail Investor Relations (1)](https://blog.investorrelations.com/blog/topic/retail-investor-relations)
- [Short Sales (1)](https://blog.investorrelations.com/blog/topic/short-sales)
- [Sochi (1)](https://blog.investorrelations.com/blog/topic/sochi)
- [Social Media Policy (1)](https://blog.investorrelations.com/blog/topic/social-media-policy)
- [Stakeholder Capitalism (1)](https://blog.investorrelations.com/blog/topic/stakeholder-capitalism)
- [Technology (1)](https://blog.investorrelations.com/blog/topic/technology)
- [Twitter (1)](https://blog.investorrelations.com/blog/topic/twitter)
- [Website Design (1)](https://blog.investorrelations.com/blog/topic/website-design)
- [Winter Olympics (1)](https://blog.investorrelations.com/blog/topic/winter-olympics)
- [analyst coverage (1)](https://blog.investorrelations.com/blog/topic/analyst-coverage)
- [compensation (1)](https://blog.investorrelations.com/blog/topic/compensation)
- [crisis (1)](https://blog.investorrelations.com/blog/topic/crisis)
- [equity markets (1)](https://blog.investorrelations.com/blog/topic/equity-markets)
- [equity trading (1)](https://blog.investorrelations.com/blog/topic/equity-trading)
- [executive comp (1)](https://blog.investorrelations.com/blog/topic/executive-comp)
- [executive compensation (1)](https://blog.investorrelations.com/blog/topic/executive-compensation)
- [fraud (1)](https://blog.investorrelations.com/blog/topic/fraud)
- [fraud inquiries (1)](https://blog.investorrelations.com/blog/topic/fraud-inquiries)
- [high-frequency trading (1)](https://blog.investorrelations.com/blog/topic/high-frequency-trading)
- [internal communications (1)](https://blog.investorrelations.com/blog/topic/internal-communications)
- [lease standards (1)](https://blog.investorrelations.com/blog/topic/lease-standards)
- [negative news (1)](https://blog.investorrelations.com/blog/topic/negative-news)
- [news releases (1)](https://blog.investorrelations.com/blog/topic/news-releases)
- [private company IR (1)](https://blog.investorrelations.com/blog/topic/private-company-ir)
- [proxy (1)](https://blog.investorrelations.com/blog/topic/proxy)
- [proxy design (1)](https://blog.investorrelations.com/blog/topic/proxy-design)
- [regulation (1)](https://blog.investorrelations.com/blog/topic/regulation)
- [reporting (1)](https://blog.investorrelations.com/blog/topic/reporting)
- [revenue recognition (1)](https://blog.investorrelations.com/blog/topic/revenue-recognition)
- [sale-leaseback (1)](https://blog.investorrelations.com/blog/topic/sale-leaseback)
- [start-up IR (1)](https://blog.investorrelations.com/blog/topic/start-up-ir)
- [trading (1)](https://blog.investorrelations.com/blog/topic/trading)
- [what's in and what's out 2017 (1)](https://blog.investorrelations.com/blog/topic/whats-in-and-whats-out-2017)

More topics

### Authors:

- [![](https://blog.investorrelations.com/hubfs/David_Calusdian.htm)](https://blog.investorrelations.com/blog/author/david-calusdian)[David Calusdian](https://blog.investorrelations.com/blog/author/david-calusdian)
- [![](https://blog.investorrelations.com/hubfs/Maureen_Wolff.htm)](https://blog.investorrelations.com/blog/author/maureen-wolff)[Maureen Wolff](https://blog.investorrelations.com/blog/author/maureen-wolff)
- [![](https://blog.investorrelations.com/hubfs/Sharon_Merrill.htm)](https://blog.investorrelations.com/blog/author/sharon-merrill)[Sharon Merrill](https://blog.investorrelations.com/blog/author/sharon-merrill)
- [![](https://blog.investorrelations.com/hs-fs/hubfs/Will%20resize.jpg?width=96&height=96&name=Will%20resize.jpg)](https://blog.investorrelations.com/blog/author/will-dyke)[Will Dyke](https://blog.investorrelations.com/blog/author/will-dyke)
- [![](https://blog.investorrelations.com/hs-fs/hubfs/Ryan.jpg?width=96&height=96&name=Ryan.jpg)](https://blog.investorrelations.com/blog/author/ryan-flaim)[Ryan Flaim](https://blog.investorrelations.com/blog/author/ryan-flaim)
- [![](https://blog.investorrelations.com/hs-fs/hubfs/Polly-Photo.jpg?width=96&height=96&name=Polly-Photo.jpg)](https://blog.investorrelations.com/blog/author/polly-pearson)[Polly Pearson](https://blog.investorrelations.com/blog/author/polly-pearson)

![Sharon-Merrill-Footer-Logo](https://blog.investorrelations.com/hs-fs/hubfs/sharonmerrill_imager/Sharon-Merrill-Footer-Logo.png?width=440&height=75&name=Sharon-Merrill-Footer-Logo.png)

- [Sitemap](http://www.investorrelations.com/sitemap/)
- [Privacy Policy](http://www.investorrelations.com/privacy-policy/)

- © 2020 Sharon Merrill
- 33 Arch Street, 15th Floor, Boston, MA 02110
- Phone: 617 542 5300
- Fax: 617 423 7272
- Email: [info@InvestorRelations.com](mailto:info@InvestorRelations.com)