Telling Your Most Compelling Story: How The Right Guidance and Financial Metrics Can Elevate Your Investor Communications

Monday, June 10, 2024 | 2:00PM - 2:50PM | Room: Nob Hill B-D  |   Education Session

 |  Deborah Belevan | Christiane Pelz Alpher | Sam Gibbons | Barri Rafferty |

Telling a compelling story is a key element of investor relations and metrics are an important supplement to your company’s story that drives credibility. Investors like to be able to see a clear connection between your strategy and measurable outcomes, yet some companies are cautious to provide metrics and in some cases, guidance at all. By leveraging industry benchmarking, and a critical eye for your company’s long-term trajectory, investor relations professionals can identify and implement routine communications of the correct metrics for their company to effectively build credibility with the investor community.  

Learning Objectives:
  • Learn from industry experts about how to strike the right balance between including guidance and metrics to drive credibility while remaining nimble 
  • Understand and delineate between table stakes metrics and those that add helpful color to narrative
  • Receive actionable tips and advice on how to identify and implement guidance and company metrics to best tell your story through benchmarking 
  • Learn how to become more integrated in the guidance setting process to successfully drive management’s understanding of investor needs and concerns surrounding guidance