Category Archives: Events

PRSA Webinar: The Content that Motivates Investors

The word “content” has become the driving force for corporate communications. But one group within the corporation has ALWAYS been 100% content driven – investor relations. But what exact content drives their audience’s personas… aka drives their investors? Join us to learn at this free, special webinar.

The Content that Motivates Investorsprsa

Examine how PR and IR can Leverage Investor Feedback to Deliver Purposeful Content 

November 19,  2014 ~ ~ 2:00 PM ET 

CLICK HERE to pre-register!  We will send you an email reminder.



Kent Wissinger, Chair, PRSA Financial Communications Section


Panelist Guests:

Jeffrey Goldberger, Managing Partner, KCSA

Alexander Laskin, Associate Professor and Director of Graduate Studies,  Ouinnipiac University, Hamden, CT

Brian Rivel, President, Rivel Research Group



Bradley Smith, Director of Marketing, Investor Relations and Compliance Services, PR Newswire / Vintage




Using this (click here) investor research report as a guidepost, our panel of industry experts will discuss actionable content that can take your conversations with investors to the next level.

THERE IS NO FEE TO ATTEND THIS WEBINAR and it is sponsored by PRSA’s Financial Communications Section. It is hosted by PR Newswire, CNW and Vintage.




Board members are under a lot of pressure. Sending “Tweets” is not one of them.

The 11th Annual NYSE Boardroom Summit was an exceptional conference. Hundreds of directors, general counsel and compliance officers from hundreds of public companies’ boards assembled to review the essential issues that drove success in 2014 and what will drive success in 2015.


One point was evident – the board members in attendance have an intense desire to be effective as possible: cyber-security, succession, diversity, culture, activists, crisis preparation, say-on-pay were all on the two-day agenda. The common tread across all these topics was understanding and mitigating risk for company and shareholder alike. You can download the summit handbook here now, courtesy of the NYSE Governance Services team.

One of the most promising sessions (that pertains to this blog) was titled “Social Media and the Changing Landscape of Corporate Disclosure.” Being a noise-maker in the shareholder communications industry, I was looking forward to hearing what boards were doing in regard to social media: 1.) what channels do they use, 2.) what topics do they share, 3.) how they work with the company to assure no material disclosure.

Well, the conference would have none of that. Having directors personally active in outbound social media was never discussed. Not even in the slightest. The dialog was completely focused on the business and risk oversight of the companies’ use of social media. It’s important to emphasize there was not a “should we or shouldn’t we” debate like is still lingering in investor relations. The board was not “against” social media - it’s just not in their sphere of communication responsibilities.

Ironically, these four tweets best summarize the session:

  • Boards’ responsibility is to concentrate on social media risk and policy rather than “tweeting.” #NYSummit
  • Boards to focus on the prevention of the negative rather than the promotion of the positive re: #socialmedia #NYSummit

Have a great day.

Chinese companies embracing transparency to build US investor trust

Two weeks ago, coincidently with the enthusiasm and optimism surrounding the Alibaba IPO, a select audience of Chinese senior management (within public and pre-IPO companies) assembled in Beijing to learn about the latest compliance and communications issues for publicly traded companies in the US.

MarcumBP ChinaBest Ideas Investment Conference, Beijing, topics included:

  • Governance Matters: Issues Investors Care About Most
  • Accounting Update: New Rules and Key Concerns
  • SEC Hot Buttons: Critical Disclosure Issues

Trevor Loe, VP at Vintage, was invited to add his expertise alongside executives from HC Wainwright, Loeb & Loeb and The Cathay Funds.

The audience was measurably different from the Chinese corporations that eroded investors’ confidence in US-listed Chinese companies three years ago. They are smarter and have learned from their peers’ past mistakes – especially those that listed by reverse merger.


Above ~ Jim Wang, HC Wainwright: Trevor Loe, Vintage: Mitch Nussbaum, Loeb & Loeb: David Selvia, The Cathay Funds

The 2010 – 2011 boom in Chinese reverse mergers, in which privately-held Chinese companies went public on a US-exchange by merging with US publicly-traded shell companies, was initially driven by the difficulties of going public in China. But that boom abruptly became a bust via a series of financial scandals – the result of the lighter regulatory scrutiny during the listing process.

One interesting point that has come out in a Stanford Graduate School of Business study, is that since “the bust,” the Chinese reverse mergers that have remained US-listed performed much better as a group than other publicly traded companies that were of similar size, in the same industry and traded over the same US-exchange.

Long before the 2010 surge of Chinese companies, reverse mergers existed. Most were US-based penny stocks, which trade through over-the-counter “pink sheets. Many are pump-and-dump with poor survival rates.

However, Chinese reverse mergers are different, says study leader, Charles Lee, professor of accounting at Stanford Graduate School of Business. Because China’s IPO market is so highly restricted, many Chinese companies that are qualified to go public in the US, cannot get approval in their own county of China. As a result, remarkably, “many of the Chinese companies that came to the United States through reverse mergers are more mature, better capitalized and show more promise than their American counterparts.” Certainly, no matter where an equity calls home, there can be fraud.

“Contrary to popular media perception, we find no evidence that Chinese reverse mergers are systematically more problematic than similar firms already trading on the same exchange,” Lee and his colleagues wrote.

We appreciate the opportunity to help these innovative and ethical Chinese corporations navigate through the S-1 process, (whitepaper – click here), communicate clearly to meet the expectations of US-based investors (whitepaper – click here) and demonstrate great governance.

Have a great day

The intelligent and international value for Israel-based issuers

This month, Vintage’s president Liam Power traveled to Tel Aviv to present to a full audience of pre- and post-IPO Israel companies’ CEOs and their senior staff.

The conference was titled “Compliance & Communications Combined: Guiding Israel companies to meet SEC regulations, improve communications & transparency with investors.”

Vintage’s Liam Power and Elliot Goldstein offering “practical practices” in Israel

Vintage’s Liam Power and Elliot Goldstein offering “practical practices” in Israel

According to Liam, many of the attending companies were bio-based looking to (or are already) list on the NYSE. All of the attending companies were looking for insight on smart and successful access to the US capital markets. The questions asked were not about “best practices” but tangible “practical practices.” That’s EXACTLY where intelligent value is focused.

Presenting with Liam was (camera shy) Rakefet Sudri from our Israel office. Topics discussed:

  • The S-1 filing workflow process
  • The need for flexible XBRL filing process and the impact of quality
  • “How Investors Consume Investor Relations Content”
  • Time saving (seamless) workflow from EDGAR out into the newswires

Rakefet did such an exceptional job presenting “How Investors…,” that she has been invited to present in front of 1,500 capital markets professionals at EY’s annual “Journeys” event on October 30th.

For a sneak peek at her presentation, download the source whitepaper here.

Have a great weekend

Adding our expertise to the NYSE Governance Services Boardroom Summit, 9/30 – 10/1

Exciting news for Vintage and the further recognition of our intelligent value begins next week and continues throughout 2015.

“We’re pleased to add Vintage to our quiver of experts,” said Ty Francis, Vice President & Publisher, NYSE Governance Services. “Their practical product experience for regulatory compliance and investor relations complements our other conference series partners and sponsors perfectly.

Our corporate audiences will find their knowledge of the tactical execution of compliance and shareholder communications extremely useful.”


One benefit of being the silver sponsor and official financial printer for the NYSE Governance Services is a sneak peek at the topics and event materials for next week’s 11th Annual Boardroom Summit.

Topics include:

  • Rethinking Shareholder Engagement in the Age of Activism
  • Social Media and the Changing Landscape of Corporate Disclosure
  • The Regulatory and Rule Making Agendas: What to Expect
  • The Role of Special Committees in M&A Transactions
  • Crisis Preparedness and Response: “When Things Go Bump in The Night”
  • Top Questions the Board Should Ask about Your Compliance and Ethics Program
  • The Art of Shareholder Communication
  • The Real Key to Driving Total Shareholder Return

Wow! Hundreds of CEOs, CFOs, directors, counsel and advisors will be well prepared for what the future may bring the equities they support.

Look for us.

Have a great day.

Who are the next Investor Relations Officers? (…and a final #selfie w/ Jeff Morgan)

125 attendees are gathered in Boston this week for The National Investor Relations Institute’s (NIRI) Fundamentals of Investor Relations Seminar. This 3.5 day seminar is NIRI’s “IR 101” – and in addition to North America, the “students” (and current clients) fly in from across the globe: Brazil, Egypt, Iceland, India, Mexico, Netherlands, Palestine, Russia and Saudi Arabia.

Between the formal sessions, coffee refueling and our sales demonstrations (to thunderous applause), we conducted an attendee study to learn exactly how this Freshman Class of IROs is built.

Where did you come from?


Are you a new hire or an internal change?   


There are no grand conclusions here, other than IR is predominantly a financial role – and many of the sessions have a heavier focus on the communications aspects of the IR role. That’s probably an easier path than trying to teach a marketing guy about GAAP reconciliation.


It’s also important to take a pause here and wish Jeff Morgan, NIRI’s exiting CEO, a sincere and fond farewell. Jeff became the CEO of NIRI in 2007 and immediately sculpted a business environment that takes expert care of IR practitioners and service providers alike. As Jeff said, “we’re all NIRI members.”


Break a leg, Jeff!

XBRL Quality Takes Center Stage: Vintage Expert to Present at XBRL.US National Conference

eXtensible Business Reporting Language event brings 400+ corporate finance and reporting representatives to Bellevue WA, Sept 14-17

NEW YORK, Sept  12, 2014 / PR Newswire / — Vintage, the capital markets, corporate services and institutional & fund services division of PR Newswire, today announced that Ron Schechter, XBRL Manager, will be leading a hands-on educational session,  XBRL Essentials: Creating the Instance Document.  


Schechter, and co-presenter Gregg Saunders, Lead Taxonomist at XBRL US, will be emphasizing the ever-importance of quality and preventing errors. “Quality” has recently come to the forefront due to the SEC’s disclosure that they are now taking a more aggressive position towards XBRL enforcement.

Essential points discussed include:

  • Avoiding the causes of common errors
  • Units and the Power-of-Ten Scale
  • The results from decimal precision in XBRL
  • How calculation, definition and presentation linkbases are extremely useful
  • Expressing time in XBRL using dates, durations and proper date contexts
  • Senior level review considerations

After his presentation, Schechter and other Vintage XBRL specialists will be offering conference attendees one-on-one insight and demonstrations in Vintage’s exhibit booth. Special emphasis will be placed on Vintage’s fleXBRL program, the industy’s intelligent value. fleXBRL allows corporate issuers the flexibility to match their XBRL filing process to their financial reporting workflow.

Please visit Vintage today for more information:


About Vintage

Vintage, a PR Newswire division, is a top-three provider of full-service regulatory compliance and shareholder communications services, delivered across our three practice areas: Capital Markets, Corporate Services and Institutional & Fund Services.

Founded in 2002 and acquired by PR Newswire in 2007, Vintage has evolved to become the industry’s intelligent value choice. We deliver a flexible balance of people, facilities and technology to ensure that regulatory compliance and shareholder communications processes are efficient, transparent and painless. Services include IPO registrations, transactions, virtual data rooms, EDGAR & XBRL filing, typesetting, financial printing and investor relations websites. 

About PR Newswire

PR Newswire ( is the premier global provider of multimedia platforms that enable marketers, corporate communicators, sustainability officers, public affairs and investor relations officers to leverage content to engage with all their key audiences. Having pioneered the commercial news distribution industry 60 years ago, PR Newswire today provides end-to-end solutions to produce, optimize and target content — from rich media to online video to multimedia — and then distribute content and measure results across traditional, digital, mobile and social channels. Combining the world’s largest multi-channel, multi-cultural content distribution and optimization network with comprehensive workflow tools and platforms, PR Newswire enables the world’s enterprises to engage opportunity everywhere it exists. PR Newswire serves tens of thousands of clients from offices in the Americas, Europe, Middle East, Africa and the Asia-Pacific region, and is a UBM plc company.

Media Contact:

Bradley H. Smith
Director of Marketing, IR and Compliance Services
PR Newswire & Vintage
+1 201.942.7157