Effective Strategy Development – Meeting Your IR Goals

Monday, June 6, 2022 | 3:30PM - 4:20PM | Room: Ensemble A  |   Education Session

 |  Susie Lisa | Maria Cantor | Rodney Nelson | Felise Kissell |

Each year we start anew. Looking at the next year’s calendar, all the conferences that are out there and internal meetings, trying to figure out how to fit it all together and ensure you are reaching enough of your shareholder base. Trying to also attract new shareholders. Through a discussion of best practices and working from a blank sheet of paper, you’ll get ideas on how to more effectively put together your next annual plan. This includes making changes to adapt to a post-COVID environment, determining the right roadshows and conferences to participate in and fitting in ESG specific targeting and meetings. We’ll also cover how often to use management to meet the needs of investors and analysts, while answering the big question, can you do IR only events?

Learning Objectives:
  • Gain best practices for developing your annual meeting calendar
  • Finding the right balance between virtual and in-person
  • Targeting the best way to maximize management time