When it comes to issuing your most valuable news, a streamlined process can greatly lower your risks. But how do you streamline your earnings disclosure requirements and what steps can be taken to reduce versioning, timing and distribution risks when it comes to your earnings and regulatory filings?
Earlier this month IR Magazine hosted a discussion on the role of planning in the earnings process. Speakers Matt Van Tassel, manager of global disclosure services at Business Wire; Karen Greene, investor relations partner at Q4; and moderator Laurie Havelock, editor-at-large for IR Magazine, outlined best practices for creating a seamless and accurate earnings day.
Investor Relations Partner, Q4
Editor-at-Large, IR Magazine
In Q4’s recap of this discussion, they highlight:
- The importance of delivering compelling, authentic messages
- The pros and cons of prerecording the prepared remarks
- Preparing for earnings call logistics
- Best practices for post-earnings call follow up