Category Archives: Events

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?

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Are you a new hire or an internal change?   

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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.

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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.”

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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.  

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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: www.thevintagegroup.com

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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. www.thevintagegroup.com 

About PR Newswire

PR Newswire (www.prnewswire.com) 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. www.prnewswire.com

Media Contact:

Bradley H. Smith
Director of Marketing, IR and Compliance Services
PR Newswire & Vintage
+1 201.942.7157
bradley.smith@prnewswire.com

 

Vintage to Showcase Investor Study Results at the National Investor Relations Institute 2014 IR Fundamentals Conference

Transparency and workflow drive conversations at annual event in Boston MA, Sept 13-16

NEW YORK, Sept 10, 2014 / PR Newswire / — Vintage, the capital markets and corporate services division of PR Newswire, today announced that the company will be presenting their Investor Relations and Regulatory Compliance solutions at the National Investor Relations Institute (NIRI) 2014 IR Fundamentals Conference, Boston MA, Sept 13-16.

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Based on over 40,000 responses from professional and retail investors, the study is available for download.

Leading the discussion will be insights found in the company’s “How Investors Consume Investor Relations Content” whitepaper. Based on over 40,000 responses from professional and retail investors, the study is available for download here.

Recognized as the industry’s intelligent value, Vintage’s SEC compliance and IR specialists will be guiding attendees through the company’s comprehensive solution suite including:

  • IR websites
  • Earnings conference calls
  • Investor visibility
  • EDGAR and XBRL programs
  • News distribution

Currently, Vintage – PR Newswire has over 1000 PR and IR websites.

Please visit Vintage today for more information: www.thevintagegroup.com

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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. www.thevintagegroup.com 

About PR Newswire

PR Newswire (www.prnewswire.com) 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. www.prnewswire.com

Media Contact:

Bradley H. Smith
Director of Marketing, IR and Compliance Services
PR Newswire & Vintage
+1 201.942.7157
bradley.smith@prnewswire.com

Emerging Growth Companies Discover Intelligent Value from Vintage at Aegis Capital 2014 Healthcare Conference

M&A, IPO and investor relations drive conversations at annual event Las Vegas NV, Sept 10-13

NEW YORK, Sept  8, 2014 / PR Newswire / — Vintage, the capital markets, corporate services and institutional & fund services division of PR Newswire, today announced that the company will be presenting their Capital Markets and Corporate Services solutions the Aegis Capital Corp. 2014 Healthcare Conference.

Aegis_liamRecognized as the industry’s intelligent value, Vintage’s M&A, transactions and IR specialists will be guiding attendees through the company’s comprehensive solution suite including:

  • Virtual Data Rooms
  • Secondary offering transactions
  • Shareholder communications and investor visibility
  • Cost-effective EDGAR and XBRL programs

Learn how Vintage became the intelligent value for public companies by following the link: http://prn.to/VintageIntelligentValue

Vintage’s President, Liam Power, introduces their in-house drafting capabilities and senior team in this video: http://prn.to/VintageInHouseDrafting

Please visit Vintage today for more information: www.thevintagegroup.com

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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. www.thevintagegroup.com 

About PR Newswire

PR Newswire (www.prnewswire.com) 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. www.prnewswire.com

Media Contact:

Bradley H. Smith
Director of Marketing, IR and Compliance Services
PR Newswire & Vintage
+1 201.942.7157
bradley.smith@prnewswire.com

NIRI 2014: social media whitepaper (and happy faces part 1)

The National Investor Relations Institute’s 2014 Conference in Las Vegas was a big win for everyone. Sincere thanks to the NIRI organization for hosting yet another successful event. This annual event is one of the few conferences where IR practitioners and service providers meet not just to “buy and sell,” but to have real discussion about the industry and its drivers.

One of the more popular (and appreciated) conversation in our booth was regarding our very practical advice for social media. We ran out of printed copies of current whitepaper that gives guidance for risk-free and hands-free social media for IR: you can download it here.

A few IROs even referenced the social media blog article from last March. That was very complimentary.

Visiting our booth isn’t just about shareholder communications. We squeezed in a little fun too!

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IPO Process Presents Emerging Growth Companies (EGC) with Communications Challenges

Newly public companies can save money, improve efficiency by aligning communications tactics with investor preferences. 

NEW YORK, May 15, 2014/PR Newswire/ — Confidential IPOs offer emerging growth companies distinct advantages, including the ability to assess market interest and keep operational data secret from competitors for a couple extra months in the run up to an IPO. However, beginning the IPO process in secret can present a host of communications challenges, especially in the month preceding the IPO as company executives contend with the road show and public disclosure of the offering, while also putting post-IPO communications into place.

“At the core, micro-cap companies have the same strategic and tactical challenges going public that large and mega-caps deal with,” said Liam Power, President of Vintage Filings, a division of PR Newswire. “However, micro-caps face these challenges with little or no in-house investor relations nor regulatory compliance expertise. That’s what EGCs ask us for and what we’ll be presenting at the B. Riley Investor Conference.”

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To help emerging growth companies assess communications tactics, Vintage Filings and PR Newswire published the Shareholder Confidence 365 Survey, the only national-wide study that gives micro and small-cap companies insight on what type of communications individual investors look for when researching stock opportunities.

DOWNLOAD STUDY HERE: http://promotions.prnewswire.com/IR_consume_content_2013.html

Attendees at the 15th Annual B. Riley Investor Conference can learn more about optimal communications practices in today’s environment and can discuss options in person with Vintage Filings’ staff, who will be on-site in the exhibition.

The B. Riley 15th Annual Investor Conference held May 19-21, 2014 at the Loews Santa Monica Beach Hotel, 1700 Ocean Avenue, Santa Monica, California.  The three-day, invitation-only conference features an expanded and compelling lineup of companies selected by the B. RILEY Research Department.

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About Vintage Filings

Vintage Filings, a PR Newswire division, is a full-service financial filing and printing firm and a leading partner for SEC transactions including IPO drafting sessions and other high-quality, cost-effective services, including EDGAR Filings, typesetting, XBRL tagging, section 16 filings, drafting sessions and virtual data rooms. www.vfilings.com

About PR Newswire

PR Newswire (www.prnewswire.com) 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 Filings
+1 201.947.7157 bradley.smith@prnewswire.com

 

More proof XBRL is a universal language

Beyond the Senate’s recent bipartisan passing of the Digital Accountability and Transparency Act (DATA) of 2014, Vintage Filings’ SVP Liam Power and VP Trevor Loe are living proof that XBRL is THE global language for financial reporting.

PRNAsia

Vintage Filings met and presented to a captive audience of Chinese-based US-issuers in Beijing this week.

These ethically minded Chinese companies are working very hard to counter balance the tainted brush from the “mini-crisis” we experienced a couple years ago from the herd of Chinese reverse shells.

The audience was very interested in the advances we have made with our XBRL solutions. A more interesting observation was their companies’ reporting teams passion for XBRL  – the CEOs and CFOs instantly grasped the importance of a “common language” needed for both regulatory oversight and investor transparency.

This drive for a global financial language demonstrated by these Chinese corporations is an ironic juxtaposition to the backward movement being lobbied here in the US. Read this Fortune magazine article for a concise overview.

Have a great day.