Common Earnings Challenges and How to Manage Through Them

Thursday, December 10, 2020 | 10:30AM - 12:00PM | Room:  |   Concurrent Session

Collaborate with your peers and learn through their experiences. Explore several earnings challenges you may encounter during your IR career. From revising guidance, to technical issues. From missing your numbers, to designing an efficient earnings process. Our audience will rotate in groups, and at each table, the topic host will present a situation.

Examples may include the following:
  • A dropped conference call
  • An executive who goes off script
  • An analyst who becomes unruly
  • Financial results that are going to significantly miss guidance (do you preannounce?)
  • Pulling annual guidance mid-year
  • A sudden change of CEO/CFO
  • A press release issued before its ready
  • An inefficient earnings material working group (too many cooks in the kitchen)

These issues have all occurred, some more frequently than others, and all can derail your event. The goal of this session is to help you better prepare for the issues that could impact your earnings cycle. The end result could get you through the most stressful time of the quarter.

Learning Objectives:
  • Learn best practices around a successful and prepared earnings cycle
  • Hear from others who have been challenged by common missteps and develop a contingency plan through the issues