Investor Presentation
The Five Things to Do Before Your Next Investor Day
Investor Days can be one of the most effective and cost-efficient activities in your IR program – but only if you’re prepared. Anyone who has worked “behind the scenes” of an investor day knows that it can be a logistical headache. You not only need to anticipate all the possible hiccups of hosting a live event, but handle…
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…
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…
SEC Guidance on Reg G: Q&A with Howard Berkenblit
On May 17, 2016, the SEC issued new Compliance & Disclosure Interpretations related to Regulation G. The Podium discussed the new guidance on the reporting of non-GAAP financial measures with Sullivan & Worcester Partner Howard Berkenblit. The Podium: What do you see as the most significant changes that came out of the new SEC guidance…
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. Don’t make the mistake of spending inordinate amounts of time developing a PowerPoint presentation, and little time preparing…
Going Public: After You Price
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…
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.
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…
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…
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.