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The Best Practices for Effective Earnings Calls

Learn why are earnings season is so important, and how can IR teams make the most of it with these best practices for earnings calls.

February 17, 2023

Earnings and Valuation Conferences & Events Investor Communications and Outreach

Winning the Battle For the Boardroom: Navigating the Do's and Don'ts of Proxy Fights

Learn about what activist preparedness looks like in a public company and how your company can strategically navigate a proxy contest.

January 30, 2023

Investor Communications and Outreach Shareholder Activism Earnings and Valuation

Going Public Vs. Staying Private: Understanding When The Time Is Right

The timing of your IPO can be a crucial factor in its success. So how do you know when the rime is right? Here's what you need to know:

December 21, 2022

IPO Earnings and Valuation IR Strategy

Going Public Versus Staying Private: Risks And Benefits Every Business Leader Should Consider

There are risks to going public, but there are benefits too. Learn the differences between public and private companies executives must know

November 15, 2022

IPO Earnings and Valuation

Board Reporting Guide For Investor Relations Departments

Your board report is a key part of assessing investor relations performance - learn how to refine your report to provide actionable insight.

October 6, 2022

Earnings and Valuation Capital Markets Goals, KPIs, and Reporting

5 Ways To Maximize Earnings Outcomes Using Irwin

Earnings calls are some of the most important events in IR - make sure you're maximizing the outcome of your earnings call using these tips.

July 28, 2022

Earnings and Valuation Equity Research and Analyst Consensus Estimates IR CRM and Activity Tracking

How Your Stock Price Can Affect Your Company’s Operations (And Not Just Your Shareholders)

Not sure how volatility affects your business? This article explore the ways in which your share price can affect your company.

April 8, 2022

Earnings and Valuation Capital Markets

Case Studies

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Winning IR Podcast Episodes

S3E02 - Moira Conlon from Financial Profiles on Balancing Long-Term Value with Short-Term Success When Communicating With Investors

Moira Conlon founded Financial Profiles 15 years ago during a recession, which helped to form their belief that every company has a story to tell in good times and bad. She’s an influential and award-winning corporate governance and PR leader, and a frequent contributor to Forbes, CFO Magazine, and IR Magazine. Financial Profiles has a demonstrated track record of leveraging best-in-class communications practices to help its clients attract capital, talent, customers, and media attention.

November 13, 2023

Earnings and Valuation Investor Communications and Outreach Investor Targeting

S2E04 - Rodney Nelson from Twilio on the Importance of Deeply Understanding Your Shareholder Base

Rodney Nelson—VP of Investor Relations at Twilio—is a senior finance leader in the technology sector with experience spanning enterprise software and internet businesses. Since June of 2020, Rodney has been a Board Member and Sponsorship Committee Chair of the Boston Chapter of the National Investor Relations Institute (NIRI Boston). Rodney brings a data-driven approach to building out core functions and processes that span finance and cross-functional initiatives, including partnering with both executive leadership and boards on strategic priorities. His tenure has helped him obtain a deep expertise in corporate strategy, equity and debt fundraising, public offerings, investor relations, financial and strategic planning, financial accounting and SEC reporting.

July 24, 2023

Earnings and Valuation Goals, KPIs, and Reporting Shareholder Monitoring

S2E03 - Gene Rubin from Rivel on Everything You Need To Know About Perception Studies

Gene Rubin is the President of Rivel, and has been with the company since 2000. He manages the overall growth of revenue and profitability of the firm while overseeing custom investor perception study projects for several dozen clients. Since joining the Rivel team, he has led 600+ investor perception study projects, advising senior management teams and boards in areas of strategic investor communications across all industries, with a heavier concentration in energy, materials, financials and industrials. Gene helped to create Rivel’s Executive Intelligence Council (now GuideLign) program and is also heavily involved in its research and programming processes. In addition, he has served as a mentor supporting the growth of Rivel’s consulting team since 2006.

July 10, 2023

Earnings and Valuation IR Strategy Investor Communications and Outreach

S1E03 - Best Practices for Earnings Calls with Jason Fooks, iStar

Jason Fooks is Senior Vice President, Investor Relations and Marketing for both iStar Inc. (NYSE: STAR) and Safehold Inc. (NYSE: SAFE). In his tenure since joining iStar in 2006 and Safehold since its IPO in 2017, he was the recipient of IR Magazine’s award for Best Investor Relations by a Small-Cap Company. Jason also serves on the Company’s ESG advisory committee.

January 18, 2023

Earnings and Valuation Conferences & Events Investor Communications and Outreach