Monthly Archives: December 2012

Infographic & question #11: Do you use an iPad or similar mobile smart device / tablet?

Selfishly, with the launch of our IR Room App a couple weeks ago, we moved THIS investor study question to the top of the queue. Half of your IR audience report that they use a mobile device. Half of your investors embrace the new communication functions tablets offer.

Review all the results from all the questions (so far).


Learn more about all our investor relations services. 2013 schedule announced: the ONLY monthly investor conference

Hosting an investor conference each month is a lot of work for us (NOT for the presenters)  – but a monthly schedule serves a very special purpose: it allows issuers to tell their story on their own schedule, not ours. Companies don’t need to wait for an annual show – you can update your shareholders and potential investors AS your news occurs and 100% in compliance with RegFD. 2013 schedule announced: the ONLY monthly investor conference2013 Schedule

  • January 10, 2013
  • February 7, 2013
  • March 7, 2013
  • April 4, 2013
  • May 2, 2013
  • June 6, 2013
  • July 11, 2013
  • August 8, 2013
  • September 12, 2013
  • October 3, 2013
  • November 7, 2013
  • December 5, 2013

Read past blog posts about these conferences.

Click here for more information and to reserve your month. Select “Virtual Investor Conferences.” (We’ll tell you about our new 213 rates too!)

Have a great day.


Predictions for Investor Relations and Regulatory Compliance in 2013

If the close of 2012 is any indication, 2013 is going to be a big year for the investor relations practice. In addition to the prediction that our recently announced breakthrough product will be a strong catalyst for great IR, extensive research, industry prowess and four cans of Red Bull (w/vodka) have produced these predictions of professional insightfullshipness.


The SEC takes a deeper dive into defining Social Media as a recognized channel of disclosure for public companies. Assessment begins with a long hard look at MySpace and YahooChat.

To eliminate the vagueness of “material disclosure” in context to RegFD, the SEC declares that “anything a CEO of a public companies says anywhere at anytime is material.” The SEC also offers updated guidance regarding issuing 8-k filings for BOD Instagram photos of plates of food and cat memes.


The ICE – NYSE Euronext merger will overwhelming pass DOJ oversight with a single stipulation that the mandate “all NYSE employees must renounce their alliance to the New York Yankees and become Atlanta Braves fans” be removed. NYSE employees who support the Mets, however, will still be issued “Braves #1” big foam fingers.

Once again, NASDAQ OMX attempts to acquire the London Stock Exchange. In response, HMS Queen Elizabeth sends the corgis to Times Squares to yip incessantly outside the Marketsite building during all market opens and closes until the bid is withdrawn.

Recognizing her staunch defense of individual investors, Joss Whedon casts exiting SEC head Mary Shapiro in “The Avengers II.” She will play a super hero called “Exiting SEC Head Mary Shapiro.”


Compensating for dramatic budgets cuts, both the FBI and the CIA generate new revenues by launching competing stock surveillance solutions. Inside-the-belt pundits favor the CIA’s and their special “short-seller deterrent” upgrade option.

In a last resort effort to prevent the final consolidation of all IR service providers into a single, omnipresent entity, a rag-tag group of rebel IR website providers send Arnold Schwarzenegger back to 2003 to stop Thomson’s initial assimilation of CCBN. The mission fails. Inexplicably, Schwarzegger is elected Governor of California.

Also in entertainment news, Sarbanes-Oxley announce a Spring reunion tour, hopefully knocking Dodd-Frank from top of the charts. Unfortunately, the Simon-Garfunkel Act remains stalled in Congress.


The National Investor Relations Institute (NIRI) board approves Jeff Morgan’s proposal to create a Hedge Fund wholly comprised of positions in its’ members’ companies. The Fund exceeds expectation in the first month. Morgan transparently invests all fund profits into industry advocacy initiatives that include 1.) proxy advisor conflict of interest oversight, 2.) board accountability to shareholders and 3.) more ice cream breaks at the 2013 Annual Conference.


On behalf of the IR and Compliance group at Vintage Filings and PR Newswire, best wishes for a Happy Holiday and a very successful 2013!

Have a great day!

IR Room App – alerts and convenience

I don’t need to explain to anyone that tablet and smart device use escalates each day. You can gauge that for yourself per it seems every other television commercial is for a smart device or a wire plan. More analytically, we also have our investor survey coming out with data on smart device ownership by investors.

What I do want to explain is, in my opinion, the #1 benefit of implementing an IR Room App: the news and SEC alerts display to investors. News and SEC files are the top “inbound marketing” content investors want. The IR Room App assures that your mobile investors will see your company’s momentum. This is a screen capture of my iPad.

 The IR Room App is "perfectly priced"

Convenience is a subjective term. In this context, it refers to the 24/7 anywhere attributes of mobile devices. Investors and media will read your news at their pace and with the more focused intimacy that tablets offer… while others will see the breaking news and instantly act (Buy! Hold! Sell! Punt!) on the news.

2013 IR needs a mobile strategy, even if it’s a “lite” version to start.  The IR Room App is VERY easy-to-launch for your department. Learn how effortless it is to get your own app.

Have a great day.


Experts speak on XBRL data quality: free webinar replay

This week’s free webinar was excellent, a very deep dive into the importance of XBRL quality and the risk associated with not taking responsibility for your filings’ quality.

Click here to watch the presentation. 

  • Ron Schechter CPA, XBRL Manager, Vintage Filings discusses the different aspects of quality management as well as tools to help you assess true quality:  0:00 – 38:00
  • Mike Willis, see bio and topics below, talks on risk and offers smart, straight-up truths about XBRL in application: 38:00 – end. 

Also, a key point to quality is filing on time : )  Click here to download your free 2013 SEC Filings Calendar.


In 2013, the quality and internal control of your XBRL filings will be more
important than ever. For many issuers, the SEC’s limited liability window
may lift, adding new pressure for XBRL quality.

XBRL Data Quality: Beyond Validation and the Importance of XBRL

M_Willis_PWCFEATURED EXPERT: Mike Willis, Partner, PricewaterhouseCoopers and Founding Chairman XBRL International

Mike Willis has more than 26 years of accounting and auditing experience and is a partner with PricewaterhouseCoopers.

Mike served as the Founding Chairman of XBRL International. Mike has served in a number of roles within the XBRL community and currently serves on the International Steering Committee as Vice-Chairman. He speaks frequently, publishes papers and blogs on the topic of business reporting. Mike has been interviewed for or published articles in the Harvard Business Review, Financial Times, Business Week, Wall Street & Technology, CFO Magazine, and CIO Magazine.

Topics include:

  • Common errors and the need for high quality reports
  • What constitutes quality as it relates to XBRL data
  • Using XBRL to articulate your financial information to the capital markets
  • XBRL data in use – Who, Why, How

This webinar is moderated by: Ron Schechter CPA, XBRL Manager, Vintage Filings

To keep on deadline for all your 2013 filings, click here to download your Free 2013 SEC Filings Calendar.     

What do you expect from your investor relations website in 2013?

Coincidentally, last week’s news that Nasdaq OMX is buying the investor relations assets of Thomson Reuters was announced on the same day we announced several new enhancements to our investor relations website, IR Room. Thus, the discussion here is about “investor relations websites.”

2003 (!) was the first published year of “Trust & Transparency – Best Practices for Building Shareholder Confidence Through Communications.” (mercifully, I shortened the title in the subsequent years’ printings)


I dug up an old copy from the cellar archives and as I dusted off to review this rare First Edition one point was clear… hardly anything has changed in ten years. It seems that many best practices are now really average practices.

Can your investor relations website be more than a nicely branded collection of data feeds? Can an investor relations website help an IRO bring investors through the decision pipeline in a smarter, targeted manner? Yes.

That became the starting point for our new IR Room enhancements and our mission to transform the investor relations website into a meaningful and measurable expense. The end result is the technical integration of the content marketing methodologies that will produce “ROI for the IRO.”

ROI for the IRO is our marketing-speak for using your investor relations website to measure and expand the effectiveness of an investor relations department. At this point, we invite you to use the link below and schedule a demonstration of the content marketing methodologies that have been called “fantastic” and “impressive” by our clients. 

Please click here to learn more.

Now, more than ever, is the perfect time to re-evaluate how helpful your current investor relations website is for building relationships  and a perfect opportunity for considering switching to realize the impact our IR Room can add to your success. IR Room will work harder for your investor relations department than your current investor relations website.

Oh, before I forget… may I also suggest that you pull out your Thomson or Nasdaq / investor relations website contract? No reason. It’s just good to review such things every so often.

Have a nice day.

Infographic & question #10: When do you listen to company earnings calls?

Earnings calls are the Holy Grail of investor relations content. For some companies, it seems the other 361 days don’t even matter. Here’s the results from our third question we asked to investors regarding earnings calls and webcasts.

Review all the results from all the questions (so far).

When do you listen to company earnings calls?
Learn more about all our investor relations services.