Topic Overall Plan

  • NYSE Yearly Trading Calendar – 2025

    Here are a list of key dates for 2025 from NYSE. Works for NASDAQ and OTC too.

  • NYC Hotels

    Looking for a good hotel in NYC. Here is a listing that groups them into several categories:

  • Geography – Targets

    Use this tool to assess your target cities to hit for NDR’s, conferences, and other investor events.

  • Master Calendar

    Use this one-page template to develop your annual marketing plan.  Custom the color schemes to match up with your reporting periods and quiet periods.

  • Cost Per Investor Analysis

    This tool will help you determine if you are getting a bang for the buck on your marketing efforts.  Evaluate which conferences and NDR’s are the best value.