Topic Tricks of the Trade

  • Elevator Pitches

    Every once in awhile, you come across something on the internet that is from the past but has strong relevance. This is one example. Here is a write-up on a podcast about Elevator Pitches from “Under the Influence by Terry O’Reilly”. There is significant relevance to today’s IR. Enjoy.

  • Tricks for CEO’s and CFO’s With Investor Calls

    Generally, investor calls are booked for 30 or 60 minutes. This can be a significant time investment for a management team. Here is a trick to help CEO’s limit their participation to 20 minutes. The same can be done for the CFO is the IRO is participating on the call.

  • What Happens if the CEO or CFO want to Cancel an Event?

    Hopefully it is rare, but you may be faced with a fire-drill of a CEO or CFO who wants to cancel his or her participation in an investor event after they have committed. There are some things to consider to handle this situation. Here are some tips.

  • IR Resource Guide Example

    The IR Resource Guide is a tool that can be shared throughout your organization for anyone who will meet with investors to keep consistency with the story. This is perfect for store general managers, DC/Plant management, etc.

  • Tricks, Hints and Commandments

    Here are 33 tricks, hints and commandments to IR Excellence. You can differentiate your IR program by adopting some or all.