Concurrent Session: Are We Managing the Street Well or is The Street Managing Us?

Tuesday, June 6, 2017 | 1:45PM - 2:45PM | Room: Palazzo F-H  |   Track: Marketing and Communications

 |  Shep Dunlap | Stuart Stein | Jeff Hansen | Matthew Stroud |

The modern landscape of earnings guidance continues to evolve and is always full of pitfalls. And when analyst expectations and company performance don’t line up, where do IRO’s draw the line between keeping investors and sell side analysts informed and providing too much disclosure before earnings are released? How do you stay within the parameters of Reg FD?  What policies and guidelines do you have in place for Management and IR when speaking with the buy and sell side? How can IRO’s be proactive to help inform better “Street” estimates?

Learning Objectives: 
  • Develop clear and effective IR policy and realistic guidelines to comply with Reg FD while clarifying expectations
  • Learn effective ways to communicate expectations when the Street has it wrong
  • Learn effective guidance policies to appropriately manage expectations