Date: 9/15/2017
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.

IRC™ credential holders can earn up to 4 professional development units (PDUs) per day. More information is available at www.niri.org/certification.


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 
 


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.


Scott Solomon

Scott Solomon

Senior Vice President, Sharon Merrill Associates

Scott Solomon advises CEOs and CFOs on a range of issues including corporate disclosure, earnings announcements, messaging, media relations, employee communications and crisis communications. With a background in law and business journalism, he brings a unique and sought-after perspective to clients, particularly around crisis work, proxy communications and strategic M&A. Solomon has represented clients in environmental services, oil and gas, industrial, biotechnology, healthcare and high-tech, earning accolades for his ability to communicate complex subjects to stakeholders in a clear, compelling style.  Prior to joining Sharon Merrill Associates in 1996, he spent more than eight years as a reporter for the Greensboro News & Record, Florida Today and The Marietta Times, covering beats including business, courts and education. He also served as director of corporate communications for Boston-based Dalbar, Inc., which evaluates and rates the business practices, customer performance, product quality and service of financial firms. Solomon has a bachelor’s degree in history from the University of Massachusetts at Amherst and a J.D. from Case Western Reserve University School of Law. As a Massachusetts native, he loves seafood, the Cape and all things Boston sports.