How to Make the Annual Report Compelling Again

Once upon a time, the annual report was the centerpiece of a company’s investor communications efforts. It was the single most important document produced by the investor relations department all year and consumed massive amounts of resources. As technology evolved and investors got more access to real-time data, the annual report began to feel irrelevant, […]

Investor & Analyst Days – 5 Tips from the Pros

An Investor Day is an opportunity to present a consistent and cohesive message about your business, opportunity and strategy. It’s also a great forum to clearly distinguish your company from competitors and to showcase the breadth and depth of management. Financial Profiles has planned and executed Investor & Analyst Days for dozens of clients over […]

Annual NIRI Fundamentals

Financial Profiles SVP’s Tricia Ross and Julie MacMedan led Annual NIRI Fundamentals Training on Media and Crisis Communications. NIRI Fundamentals of Investor Relations Seminar and Service Provider Showcase January 10 – 13, 2016Santa Monica, CA Agenda SUNDAY, JANUARY 10 6:00 – 7:00 pm Welcome Reception, Registration and Service Provider Showcase MONDAY, JANUARY 11 7:45 – […]

Are you Prepared for an Activist Attack?

Financial Profiles President Moira Conlon was the keynote speaker at a recent event sponsored by the National Association of Corporate Directors and Broads Circle. The 4th Annual Women on Corporate Boards event featured presenters Robin Abrams, Larraine Segil and Beth Bronner, who shared valuable insights about their experiences serving on corporate boards and the increased […]

Trends in Corporate Access

Moira Conlon, President of Financial Profiles, recently moderated a panel discussion for NIRI Los Angeles consisting of representatives from both the buy-side and the sell-side discussing the latest trends in Corporate Access (i.e. investment banks and brokerages arranging meetings between issuers and institutions). The panel consisted of: Kirsten Fraunces, Managing Director and Head of Equity […]