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Archive for the ‘Events’ Category

Best Practices for Organizing an Investor Day

August 13th, 2010

InvestordayWhenever my good friend Dan Dykens aka @meetthestreet is unable to host #irchat, I get the pleasure of stepping in for him.  For those of you who aren’t familiar with the term, #irchat is a weekly one-hour event held every Thursday at 1:00 p.m. EST on Twitter for IR professionals.

Each week, we tackle three-four questions that address IR-related issues, trends and to generally exchange ideas. The session has garnered quite the following and has become a popular hashtag on Twitter.

Recently, @IR_practice one of the regulars and a great IR resource in general put out an open call to #irchat asking if anyone could share a link on best practices for organizing an investor day.  With experience as both an in-house IRO and IR consultant, I began to look through my files to see if I had anything to offer.  I also put in a few requests to friends and ex-colleagues in the IR profession and was surprised that no one had anything written down.

Read more…

Reaching Retail Investors at the Exact Moment They’re Researching the Markets – Free Webinar

April 28th, 2010


Q4 Web Systems and MUNCmedia have formed a strategic alliance that gives issuers the ability to deliver their investor relations message directly to over 90 million active investors.

The video below provides an overview of MUNC’s Retail investor communications network:

Engage Investors WHILE they are online looking at your peers from MUNCmedia on Vimeo.

To formally introduce this alliance, Q4 invites you to join us on Wednesday, May 5th from 4:00 – 5:00 p.m. EST to hear MUNCmedia’s Frank Lane, VP Client Services as he discusses the important role of a focused – targeted – news distribution campaign to an engaged buying retail investor audience.

MUNCmedia helps hundreds of companies find liquidity by targeting their messages directly to an active and interested financial audience at the exact moment they are online researching current investments and looking for new opportunities to expand their portfolio.

Please register here if you would like to learn how direct outreach to active retail investors has helped companies:

  • Improve liquidity to ensure proper cash flow levels for continued operations and company growth
  • Increase brand loyalty by increasing the probability of reaching potential new customers
  • Stabilize volatile trading in their stock
  • Reach an attentive audience of new active investors outside of the “institutional” channel
  • Capture interested investor information in real-time

Register today for this free webinar and learn how pushing your news directly in front of engaged individual investors – consistently and frequently will increase investor awareness of your company and bring maximum impact to your company’s messaging.

If you have any questions that you’d like us to address please leave a comment below and we’ll be sure to answer during the webinar.

register now_blog


IR Website Best Practices – FREE Webinar

January 8th, 2010

IR_BPs_Jan14_10_imageTimes have changed but have your web communications kept pace? Today’s more discerning investor is more open to portfolio diversification – which may mean that you need to provide different information than you are offering now.

Join us on Thursday, January 14th at 4:00 p.m. ET as we share top IR Website improvements to meet today’s challenging economic environment.  If you’re involved in your company’s IR website, this webinar will show some great examples of best practices from the world’s leading organizations as well as innovative small cap companies and how you can apply them to your own website.

Register now and learn 3 critical improvements to make to your website in 2010:

  1. Key information to include for potential new investors in this economy.
  2. Using social media effectively to increase your reach (and website traffic) and to protect your share value – with case stories and examples.
  3. New interactive technologies – what kind of technologies increase user engagement and add value.

If you have any questions that you’d like us to address please leave a comment below and we’ll be sure to answer during the webinar.

Webinar Replay – Monitoring Social Media for Investor Relations

September 18th, 2009

On September 17, I moderated a lively discussion on monitoring social media with Richard Brewer-Hay, Manager of Social Media Strategy and Chief Blogger at eBay and Serena Ehrlich, VP Social Media, Startup Army and past president of the NIRI L.A. and Dallas/Fort Worth Chapters.

They presented some great insights for IROs into why you should be listening to the conversation, how to sift through the conversations, what you should be listening for and when to engage.  They ended off with some valuable tips on some free and paid-for monitoring tools to help you get started.

What follows are the presentation and video versions from that session.

Presentation on SlideShare:

Video posted on Vimeo:

Monitoring Social Media for Investor Relations from Darrell Heaps on Vimeo.

NIRI Cleveland – Social Media and IR Wrap Up – Top 5 Take Aways

September 16th, 2009

niri_logoI recently had the opportunity to sit on a panel to discuss social media and investor relations.  The event was put on by the NIRI Cleveland chapter in downtown Cleveland.  The panel consisted of myself and Matt Lehman – Web Experience Director at Progressive.com and was moderated by Chuck Hemann, Research Manager for Dix and Eaton.

The following post is what I consider to be the top 5 points from the session:

Read more…

Social Media Monitoring for Investor Relations – A Free Q4 Webinar

September 10th, 2009

ebay_logo_sm

Join us on Thursday, September 17th at 4:00 p.m. ET for an interactive discussion on social media monitoring with Richard Brewer-Hay, Manager of Social Media Strategy and Chief Blogger at eBay and Serena Ehrlich, VP Social Media, Startup Army and past president of the NIRI L.A. and Dallas*Fort Worth Chapters.

Register now and reserve your spot to hear our experts provide insights into:

  1. How to sift through the volume of online conversations and help determine which ones you should pay particular attention to.
  2. Identifying objectives and how that information can be used to improve your investor relations strategy.
  3. Both free and paid-for monitoring tools to help you get started.

If you have any questions that you’d like us to address please leave a comment below and we’ll be sure to answer during the webinar.

Social Media and Investor Relations – Free Webinar

July 8th, 2009

social_mediaJoin us on Thursday, July 16th from 4:00 – 5:00 p.m. ET as we share tips on how to integrate social media tools into your current IR program.  Social media is a great way to increase your audience reach, empower people to engage with your company and give them a better understanding of your investment proposition. 

Register here to learn innovative ways to:

  1. Improve your discoverability so your company is easier to find, exposing you to new investors and markets.
  2. Package your content so it can be shared, disseminated and republished across the web to millions of retail and institutional investors.
  3. Start using free monitoring tools to listen to what is being said about your company.

Q4 Is Attending the NIRI Conference

June 5th, 2009

niri_logoThe Q4 team is off to the NIRI National Conference in Hollywood, FL from June 7-10.  For those who are attending we are looking forward to meeting with you, so stop by booth #504 to:

• Find out why social media is now a key aspect of investor relations in lowering capital costs, why it doesn’t need to be difficult and how to responsibly get involved.

• Learn about XBRL filings that can be viewed in an easy to ready display on your website.

For those of you, who can’t make it, we will be providing regular updates on Twitter and posting on our blog.

Q4 closes $1.2M to Fund Web Disclosure Efforts

November 19th, 2008

I’m pleased to announce that we have closed our latest round of funding, bringing the total raised to $3M (CDN) since the fall of 2006. Investors include a mix of institutional funders and angels.  You can access the full press release on our web site:

Q4 Web Systems Closes $1.2M in Funding for Web Disclosure

Here are a couple of my quotes from the release:

I’m very pleased to close this latest round of funding in this current market climate. We continue to receive validation for our business model from the addition of new clients, business partners and our ability to attract investment. This latest round of funding will enable us to continue scaling the business while we roll-out our next generation platform in 2009.

This regulatory guidance is a significant change to how material information is distributed to the market. Not only does it lower costs for issuers, but it also creates opportunities for a number of companies, of which we are one. This investment is a validation of the market potential for our platform and web disclosure in general.

Congratulations to the Q4 PRESS iPod Winners!

June 19th, 2008

iPodAt the NIRI and CIRI annual conferences this year we had a promotion to give away a bunch of iPods for people who signed up for Q4 PRESS and responded using their BlackBerry. The promotion was a huge success and we had tons of people using Q4 PRESS on their BlackBerry for the first time.  We heard from numerous people about how they enjoyed using PRESS and being part of such an innovative promotion. 

Here is a list of the winners, we hope all of you enjoy many hours of great music on your iPod!

NIRI
Charles Ives – Hutchinson Technology Incorporated
Randy Mah – EPCOR Preferred Equity Inc.
Tim Thorp – ALLETE, Inc.
Amy Goldberg – Pitney Bowes Inc.
Ken Lockwood – Fluor Corporation
Bruce Macpherson – BB&T Corporation
Paul Vincent – Swift Energy Company
Amy Wakeham – Leap Wireless International, Inc.
Crystal Hacker – Leggett & Platt, Inc.

CIRI
John Vincic – BarnesMcInerney Inc.
Hazel Winchester – Agnico-Eagle Mines Ltd.
David Carey – ARC Energy Trust
Marie Fenez – Canadian Oil Sands Trust
Jamie Macintosh – Innovium Capital Corp.
Susanne Hickey - Magna International Inc.
Jessica Ruffen – Medical Ventures Corp.
Jeff Edwards – Canadian Pacific Railway Limited
Colin Petryk – Fording Canadian Coal Trust