Brochure & Printable Registration Form
Agenda
Date: 9/23/2016
Event start time: 9:00 AM
Event end time: 4:00 PM
Category: Seminar
Price: Member Fee: $749 Non-Member Fee: $949
Register

  Printable Registration Form (PDF)

Strong writing skills are essential for every investor relations professional, particularly when demand for clarity and simplicity of financial documents is increasing.

Whether you are new to IR or a veteran, this interactive session will help you express your thoughts with impact. Learn fresh tips for writing the annual chairman's letter to stockholders, conference call scripts, and earnings releases.

This workshop will review important principles and techniques of clear, efficient writing. Through examples and practical exercises, you will learn to recognize good writing and increase your confidence by knowing what to look for when you edit copy.

Agenda Overview 
  • Beginning the writing process: the road map and executive interviews 
  • Writing an effective earnings release: common flaws and how to avoid them 
  • Writing other IR documents: Chairman's letter, conference call script, etc. 
  • Key elements of readability: techniques to clear writing 
 


NIRI Seminars in Boston (September 2016)

Special Registration Offer: Register for all three events in September and receive a free copy of the Investor Relations Body of Knowledge (BOK), a $200 value.


Speaker(s):

David Calusdian

David Calusdian

President, Sharon Merrill Associates

David Calusdian is president of Sharon Merrill Associates, an investor relations strategic advisory firm based in Boston. He combines broad experience in investor relations, public affairs and media relations with a passion for quality service in providing Sharon Merrill Associates clients with ongoing strategic counsel as well as direct support on projects such as investor perception studies, corporate presentations, investor roadshows and analyst days. Calusdian also has significant experience in providing executive presentation coaching. Prior to joining Sharon Merrill Associates in 1995, he implemented communications programs as an account executive for Jack Walsh & Associates, a public affairs consulting firm. For nearly 10 years, Calusdian served as an adjunct instructor of investor relations, public relations and public speaking at Emerson College, where for part of that time he also directed the school's media relations efforts. He has delivered speeches and participated on investor relations panel discussions at conferences sponsored by NIRI, the NYSE, NASDAQ, Public Relations Society of America, and other professional development organizations. He is a past-president of NIRI's Boston chapter and holds Bachelor of Arts and Master of Arts degrees in communications from Emerson College.


David Reichman

David Reichman

Vice President, Sharon Merrill

David M. Reichman is a Senior Vice President. He serves as the firm’s principal writer, specializing in investment conference and analyst day presentations, quarterly earnings conference calls, annual reports, news releases and bylined articles. He also advises clients on topics including crisis communications, internal communications, government and public affairs, and media relations. David primarily works with clients in the industrial, defense electronics, life sciences and technology sectors.

Prior to joining Sharon Merrill in 2000, David worked for more than 20 years at Bay State Gas Company, where during that time he directed financial communications, media relations, government and public affairs, employee communications and community relations. David has a B.A. degree in History from New York University.

David’s recent engagements include:
  • Crisis communications strategy for an industrial client’s sale of a business in Europe.
  • Perception study that served as foundation for a technology client’s strategic repositioning.
  • Annual report writing for a top-ranked business school and a FORTUNE 500 industrial company.