Effective Earnings Calls-Ongoing Investor Communication

Made and missed opportunities in earnings calls present opportunities for improvement for even the most experienced CFOs. Too often, fumbles occur when an earnings call is other than typical (good or bad). This course helps CFOs avoid pitfalls and present themselves and their companies in the most positive light during earnings calls.

We cover:

• Understanding the audience and the legal context of investor-company communications.

• How to make an earnings call part of a thoughtful on-going conversation with investors, including investor day presentations.

• The anatomy of an earnings release--including text, conference call, and the analyst and trader perspectives.

• A view of a fundamental analyst toolkit, sharing screen shots from a popular analysis software package to briefly illustrate to CFOs how they look under the analyst microscope.

Notes:

• This course is not an overview of an investor relations program. Rather, it focuses on earnings release-related specific pitfalls and opportunities were a CFO can make a difference.

• A broader perspective is shared in the companion course “Seeing your company through investor eyes – CFO opportunities in strategic communications”