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    9 Audience Segments You Need to Consider for Content Marketing Success

    Your audience is the beginning and end of your communications strategy. By oversimplifying it, you may miss an important opportunity. This primer will help you define your audience into more specific segments aligned with your goals.


    NYSE’s Tightened Disclosure Procedures and Their Impact On Communicators

    Effective September 26, 2015, the New York Stock Exchange will enact modified regulations on the release of material news. Here’s what you need to know about the amendments to Section 202.06 of the NYSE Listed Company Manual.


    Content We Love: Show Off Your Earnings With Multimedia

    For publicly traded companies, the end of every quarter brings with it the important and necessary earnings announcement. These filings are not only an SEC requirement, they also help a company be transparent and provide important information to current and potential investors. Because much of a company’s financial well-being is on the line with earnings releases, […]


    8 Features Your Media or IR Room Needs Right Now

    When people seek official news about your company or organization, a media or investor relations room is often an important stop on their journey. Your company website is probably fairly static — the content doesn’t update or change too often, with perhaps the exception of your blog. A room, or microsite, dedicated to hosting recent press releases, financial […]


    2015 SEC Filings Calendar

    In addition to downloading the 2015 SEC Filings Calendar, please opt-in to...


    The Content that Motivates Investors

    The word “content” has become the driving force for corporate...


    Six essential "jargon" to learn for buying annual report printing

    No one expects Investor Relations Officers or Corporate Secretaries to be experts at purchasing commercial printing. That said, it’s safe to have a general understanding for the process – to assure your expectations are met. Download this PDF for the six key variables that Investor Relations Officers and Corporate Secretaries will be asked to make decisions around that will impact the production and price of an annual report. CLICK HERE to download the briefing.


    NYSE Governance Services 11th Annual Boardroom Summit

    This guidebook, courtesy of NYSE Governance Services, will help you in understanding what Boards are focusing on for 2015 - from the lessons of 2014. Topics include activism, proxy firms, compensation and more. CLICK HERE to download the "NYSE Governance Services 11th Annual Boardroom Summit" guidebook PDF.


    Shareholder Communications: Driving Audiences for Emerging Growth & Small-Cap Companies

    Emerging growth and small-cap companies have different audiences, but both are driven by transparency and content—and a company has a much better chance of success if they have tactical communications elements and programs firmly in place. Shareholder Communications: Driving Audiences for Emerging Growth & Small-Cap Companies discusses: - The communications and PR practices of the top performing companies in the space - The four communications tactics you need to consider to drive your brand - How 240 different companies compare in their communications strategy This study does not measure any qualitative factors, including the actual content and messages being communicated – but it does dramatically indicate that just the practice and act of communications can deliver material impact.


    Best Practices for Growth: Aligning PR Programs to Corporate Strategy

    Are you taking full advantage of the power of public relations to achieve your corporate goals? From earning media coverage and increasing public awareness of your brand, to driving sales and attracting potential funding sources, PR can help accomplish many objectives, making it a valuable weapon in a growth-stage company’s arsenal. Best Practices for Growth: Aligning PR Programs to Corporate Strategy discusses: - PR and wire service related activities of the fastest growing private companies - The connection between growth and active PR plans that leverage broad use of wire services. - How growing companies leverage the wires for both sales and non-sales objectives, including support for VC-backed fundraising Understanding the new world of PR and successfully distributing press releases via wire services can help your company achieve a wide range of growth goals, from building aware­ness and driving sales to attracting investors and supporting a successful exit strategy.


    Checklist for Switching to an XBRL SaaS Portal

    Comparison checklist for switching to an XBRL SaaS: Complete portal solution v. software only. You can also request a fleXBRL / SaaS portal demonstration. CLICK HERE to download the briefing.


    Risk and Hands-free Social Media for IR

    NEW 2014 VERSION. Risk-free tactical ideas to help you. Since the SEC’s April 2013 action of rolling social media networks into the 2008 RegFD guidance, the topic of “Social Media and Investor Relations” has had a ceaseless barrage of webcasts, news stories and white papers (like this) on the topic. CLICK HERE to download the "Risk and Hands-free Social Media for Investor Relations" whitepaper. This paper offers a tactical and hands-free “how-to” for social media newsflow. We’ll also briefly explain the difference between Twitter and StockTwits in context to news distribution. Also, this newsflow example is 100% automated: a social media “monologue” as the newsflow begins simply with the IR or PR departments’ standard news release process.


    How Investors Consume Investor Relations Content

    Investor relations departments, IR firms and service providers expel a lot of energy and budget on shareholder communications. How is this investor content consumed by investors? That is the genesis of the Shareholder Confidence 365 Study. CLICK HERE to download the "How Investors Consume Your Investor Relations Content" whitepaper. UPDATED 2014: 38,500 responses to 30 questions EXPRESSLY for IR professionals Created by PR Newswire, Vintage and CNW, the Shareholder Confidence 365 is an ongoing survey targeted to the three key constituents with whom public companies communicate: institutional investors, individual investors and the financial media.. Since July 2012, every two weeks, the Shareholder Confidence 365 Study asks Capital Market participants one single question on a topic germane to investor relations. The single question format was developed to assure investor participation and mitigate “survey fatigue” of multi-question studies. The study is comprised of over 10,500 unique responses.


    How Your IPO’s S-1 Filings Flows To-&-From the SEC

    Preparing an S-1 file for the SEC is a stressful and time consuming chore for a corporation and its team of advisors. To help our corporate clients and as a helpful tool for our law firm partners, we’ve created this brief workflow guide that illustrates the “back-and-forth” interactions an IPO will have with the SEC. CLICK HERE to download the "How Your IPO’s S-1 Filings Flows To-&-From the SEC" whitepaper.


    IPO and SEC Transactions of the Week

    A weekly review of the previous week's transactions filed with the SEC: IPOs, Mergers & Acquisitions, etc. Sorted by securities law firms. Updated every Monday morning. CLICK HERE to view the weekly summary.


    IPO Checklist for Building an IR Website

    For an IPO, the creation of their first IR website is an essential transparency and branding element of “being public.” To streamline the IR website initial build-out, this table will help identify the sources of the information needed on the IR website – and the content expected by shareholders. CLICK HERE to download the briefing.


    Top IPO Underwriters of the Week

    Sorted by the underwriter - a weekly review of the previous week's IPO transactions filed with the SEC: Updated every Monday morning. CLICK HERE to view the weekly summary.


    In-house Drafting Sessions at Vintage NYC

    Accurate, comprehensive drafting sessions at transparent and predictable fees... As you’ll learn in our brief video, we’ve executed over 250 transactions in the past year – one per every business day. The combination of our new offices, advanced & accurate typesetting with strict adherence to our clients’ budget has brought us to the attention of top firms and companies. CLICK HERE to watch the brief video.


    Corporate Governance and Securities Laws for 2014

    Public companies are subject to an extensive and complex regulatory regime under the U.S. federal securities laws and stock exchange listing rules. This handbook provides an overview of the securities law and stock exchange reporting, disclosure and corporate governance requirements applicable to public companies and their officers, directors and large shareholders. CLICK HERE to order "Corporate Governance and Securities Laws for 2013 & 2014 " guidebook. In addition to outlining the applicable laws, regulations and rules, this handbook seeks to provide practical guidance reflecting, among other things, interpretive guidance issued by the Securities and Exchange Commission, general industry practice and the authors’ experience.


    2014 SEC Reporting Rules: 10-K, 10-Q, 8-K and Proxy

    We are pleased to provide you with our annual updated editions of the SEC Reporting Rules for Forms 10-K, 10-Q and 8-K and SEC Reporting Rules for Proxy Statements. These publications are excellent reference source for legal and accounting professionals and corporate executives. CLICK HERE to order the two-books set "2014 SEC Reporting Rules: 10-K, 10-Q, 8-K and Proxy." In addition to outlining the applicable laws, regulations and rules, these guidebooks seek to provide practical guidance reflecting, among other things, interpretive guidance issued by the Securities and Exchange Commission, general industry practice and the authors’ experience. In addition, we eliminate many cumbersome citations and provide “plain English” rule references.


    IR & Capital Markets Conferences & Events

    Conferences and events: Please visit our exhibit booth at any of these events to speak with us, view product demonstrations and learn how we became the intelligent value for regulatory compliance and shareholder communications. Please use this form to receive news about our IR & Capital Markets events and information. ____________________________________________________________________ ____________________________________________________________________ Jan 5 - 8, 2014 NIRI Fundamentals Santa Monica, CA March 9 - 12, 2014 26th Annual ROTH Conference Dana Point, CA March 13, 2014 ACG Utah Intermountain Growth Conference Salt Lake City, UT March 26, 2014 IR Magazine's US IR Awards New York, NY April 16, 2014 NYSE Event: Compliance Readiness Conference San Francisco, CA April 22, 2014 NYSE Event: Pre- and Post-IPO Board Forum New York, NY May 5 - 6, 2014 The Business Law Institute Minneapolis, MN May 19 - 21, 2014 15th Annual B. Riley & Co. Investor Conference Santa Monica, CA May 29, 2014 Marcum Microcap Conference New York, NY June 4, 2014 LD Micro Conference Los Angeles, CA June 8 - 11 2014 NIRI Annual Conference Las Vegas, NV June 9 - 11, 2014 2014 XBRL International Conference XBRL.US Orlando, FL June 24 - 25, 2014 GHS Energy Conference Chicago, IL June 25 - 28, 2014 Society of Corporate Secretaries & Governance Professionals 2014 National Conference Boston, MA June 26 - 27, 2014 IMN’s Eleventh Annual New York Non-Traded REIT Industry Symposium New York, NY August 25 - 28, 2014 Canadian Society of Corporate Secretaries Annual Meeting Banff, AB Sept 10 -13, 2014 Aegis Capitial 2014 Healthcare & Technology Conference Las Vegas, NV Sept 13 -16, 2014 NIRI Fundemantals Boston, MA Sept 15 - 17, 2014 XBRL.US National Conference Bellevue, WA Sept 19, 2014 Chicago NIRI Chapter: IR Workshop: The Art + Science of IR Chicago, IL October 15, 2014 MoFo Israel Tel Aviv October 17 - 18, 2014 The Society Wisconsin Chapter/ Quarles & Brady LLP Law Seminar Milwaukee, WI