disclosure policy
7 Investor Relations “Things to Do” Before Your IPO
If you’re the CFO of a pre-IPO company, the months leading up to your S-1 filing can be exhausting. You’ve read your registration statement so many times you have it memorized. And you cannot even begin to imagine a time when you won’t be spending every waking moment with your bankers. But now that you’ve left…
Preannouncing Results: Analyzing Corporate Profit Warnings
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…
Three Step Approach to Social Media for Investor Relations
By Dennis Walsh, Vice President I recently moderated a webinar hosted by NIRI on social media strategies for investor relations. On the panel with me were David Jackson, CEO, Seeking Alpha; RJ Jones, Investor Relations Officer, Zillow; and Andrew Shapiro, Founder, President and Portfolio Manager, Lawndale Capital Management. The discussion made clear that professional investors…
Integrating Social Media into Your Investor Relations Program
By Howard Berkenblit, Partner, Sullivan & Worcester LLP By Maureen Wolff, President and Partner, Sharon Merrill Associates As you may have heard, the SEC has stated that public companies may announce material, non-public news on social media outlets like Facebook and Twitter, provided that companies take appropriate steps to alert investors which outlets they will…
The Greatest Social Media for Investor Relations Panel Ever*
By Dennis Walsh, Vice President & Director of Social Media *Okay, so I may be biased since I was the moderator, but this panel session at the NIRI’s 2013 Annual Conference had all the elements necessary to help IR professionals develop a strategy for using social media for IR. Attendees heard from David Urban, Director…
SEC Gives Social Media for IR Its Blessing
By Dennis Walsh, Vice President & Director of Social Media The SEC finally has provided guidance on the use of social media for investor relations. The guidance came in a report on its investigation to determine whether Netflix CEO Reed Hasting had violated Reg FD. In a Facebook status update on his personal account, Hastings…
Preparing for a Social Media Crisis
By David Calusdian, Executive Vice President & Partner I recently participated as the designated “social media expert” as part of a crisis communications case study session at the 2012 NIRI Southwest regional conference. This year’s conference was held in New Orleans and the session centered on a fictitious publicly held bead manufacturing company (apropos for…
Social Media for Investor Relations for the Marketing/PR Professional
By Dennis Walsh, Senior Consultant & Director of Social Media It’s that time of year again: Back to School! For my first job out of college I worked as an educator. This year, for “Back to School” season, I thought I’d step back into my teaching shoes. The following is a quick lesson on social…
Confronting the Quarterly Quiet Period Dilemma
By Jim Buckley One of the investor relations issues that companies often struggle with is the “quiet period.” Here I’m not talking about the SEC mandated quiet period related to IPOs, other public offerings or around the release of lock-up agreements. Those all have defined legal parameters and lines drawn around what companies can and…
Notes from a NIRI Annual Conference Attendee
By Dennis Walsh, Senior Consultant & Director of Social Media Last week, I attended the NIRI Annual Conference. 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…