Working with a new client last week, the discussion went from a cheerfully kind “thank you for the 2017 SEC EDGAR filing calendar” (click here) to a subtle “hey… do you have a calendar for IR, too?”
We did not. But we do now!
Never shrinking down from a client request, we immediately went to task – first asking during that meeting what are the key activities needed to be calendared. As you see, the result is a traditional IR to-do list. Also, except for the 10-K and 10-Qs, the events are driven by broad strokes, month by month, rather than exact dates.
- Planning stages certainly vary and overlap i.e. earnings news releases and 10-Qs
- Updating the IR website once a quarter refers to more holistic updates: text narratives, FAQs, and other non-automated feed
- Best practices suggest two or three days each quarter for non-deal roadshows in targeted cities
- Holding a formal Analyst Day in a target city, like NYC, generally aligns with non-deal meetings
- Proxy materials planning can vary greatly depending on your visual style
- The NIRI Annual Conference is in June
Happily, the client was grateful for the calendar – they will be sharing it internally as a directional illustration of IR’s year.