WORKSHOP: Don’t Let Earnings Season Catch You by Surprise: An Earnings Warning

Wednesday, June 8, 2016 | 9:15AM - 11:15AM | Room: Grand Hall C  |   Marketing Outreach & Stakeholder Communications

 |  Andrew Siegel | Ed Batts | Steve West | Andi Rose |

It’s only a matter of time before most companies finds themselves in a situation where their financial results are outside the range of analyst consensus estimates – either on the upside or the downside. Whether or not a company gives guidance, IROs will be asked to make tough decisions in the event of an “earnings surprise.” Should you preannounce full results?  Partial results? Host a conference call? How do you handle analyst and investor questions, and manage the process with the Board and senior management team? This interactive workshop will help IR practitioners make quick, informed decisions on a host of scenarios, and learn from seasoned experts and their colleagues about the pros and cons of different approaches. With unexpected twists and turns, this simulation will be fun, interactive, and surprising!
  • Learning Objective 1: Learn to carefully consider the pros and cons of pre-announcing earnings results, including considerations such as what information to include, and when and how to issue an earnings warning

  • Learning Objective 2: Learn best practices for working with sell-side analysts to review their models and manage expectations

  • Learning Objective 3: Build a valuable network working closely with fellow IROs to share personal experiences around the legal and communications implications of each decision they make throughout the exercise