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Financial blogs, Social Media »

[4 Nov 2011 | No Comment | ]
Trending on Twitter: What Q4 is reading & sharing on social networks – week of October 31, 2011

The 25 most valuable Blogs in the US – 2011: http://bit.ly/t2KAlJ
Social Media — 4 Trends To Watch in 2012: http://huff.to/uIiBoS
How Investors Select Financial Advisors: http://bit.ly/vVKi5w
6 Reasons Most Infographics Don’t Cut It: http://rww.to/voBYCR
SEC Releases New Draft on EDGAR Filing Manual: http://ir4.me/tBSwZ
Eye-Tracking Study Finds iPhone, iPad Draw More Attention Than Android Devices: http://t.co/5x8Dak71
Social Media Monitoring: You re Doing It Wrong: http://bit.ly/sXAu7q
TMX board recommends Maple Group takeover bid: http://tgam.ca/DC4R
Groupon’s IPO: What you need to know: http://on.mash.to/vHASB3
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proxy season, Reporting, Transparency »

[19 Aug 2011 | No Comment | ]
Trending on Twitter: What Q4 is sharing on social networks – week of August 15, 2011

Here’s a list of interesting things we’ve been reading and sharing on Twitter this past week. Lots of great articles, we hope you find it interesting!
Social Media & IR Best Practice example “Dell Investor Relations Answers Questions from Social Media” http://t.co/EIPtZBj
FINRA proposes to exempt social media communications from getting prior approval: http://t.co/9OafC4K
Big Changes On Twitter – Everything You Need To Know: http://t.co/vh0Ifjs
New research on social media & IR, Euro focus “IR 2.0 International Benchmark Study”: http://t.co/taz1zoH
Twitter hedge fund beats the market, other funds: http://t.co/5OSpG1Q
Why Social Engagement Is Critical To Business …

Corporate Governance, proxy season »

[22 Oct 2010 | No Comment | ]

I received a lot of gratitude for transcribing last week’s #irchat.  So I have made a vow to continue doing a recap post each week.  I moderated this week and in spite of a lower than anticipated turnout, a lot of excellent ideas were exchanged.  Click here to read the complete transcript.
Before I get into the recap, I’d like to thank @bropo, @AVGoldberg, @Box_IR and Z_Kommunikation in advance. Honourable mentions go out to @ir_practice and @pkiss as well.
This week, the discussion centered around two main questions.  The first pondered ideas …

Legislation, Transparency, web disclosure »

[21 Apr 2010 | 2 Comments | ]

On April 15th, Google issued an advisory release that instructed people to visit their IR website for their earnings and also included the following statement:
Google intends to make future announcements regarding its financial performance exclusively through its investor relations website.
Google is able to do this based on the SEC guidance from Aug 2008 regarding the use of websites for disclosure. This guidance states that under certain circumstances, companies can rely on their websites and blogs to meet public disclosure requirements under Reg FD.
As we all remember all too well, shortly …

XBRL »

[11 Aug 2009 | 5 Comments | ]

The XBRL-US developer Technology Workshop & Summit was recently held in Santa, Clara, CA.   The event was hosted by Hitachi Data Systems and brought together XML developers and other professionals from around the world who are involved with implementing XBRL reporting standards.
The 2 ½ day event consisted of discussion sessions and workshops to educate and generate ideas on solving issues in XBRL development such as rendering, versioning, data quality and validation.
In an otherwise very tech-centric conference, Q4’s Co-founder and CEO, Darrell Heaps provided some interesting ways that companies can make …

Uncategorized »

[17 Dec 2008 | No Comment | ]

During the SEC’s meeting today the panel voted 4 to 1 in favor for mandating XBRL for the 500 largest US issuers. Other companies will have until 2010 (likely) to begin filing using XBRL. This article from Dow Jones provides some additional details. 
Chairman Cox Video: The SEC has approved interactive data financial reporting to give investors faster, better, and less expensive information disclosure.
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Best Practices »

[20 Nov 2008 | No Comment | ]

As many of you know, over the past several weeks I have been speaking with issuers of all sizes across North America – both U.S. and Canadian inter-listed companies – regarding their transition to a web disclosure model.
Most of the companies I’ve spoken with are intrigued by the potential cost savings of disseminating their disclosure without the expense of newswires. Some of the companies I’ve spoken with are busy putting plans in place to meet the new SEC criteria. Others have been made to fear that adopting this method of …

Legislation »

[6 Nov 2008 | No Comment | ]

Yesterday, I submitted the following letter to the SEC regarding our comments on the latest Reg. FD guidance.  
To view a complete list of all the comments submitted go here: http://www.sec.gov/comments/s7-23-08/s72308.shtml
———————————————————-
November 5, 2008
Florence E. Harmon
Acting Secretary
U.S. Securities and Exchange Commission
100 F Street, NE
Washington, DC 20549-1090
Re: Commission Guidance on the Use of Company Web Sites (the guidance)
File No. S7-23-08

Dear Ms. Harmon,
This letter is in response to the request for comments on the Commission Guidance regarding the Use of Company Web Sites under Regulation Fair Disclosure (Reg. FD). To give you some …

Uncategorized »

[4 Nov 2008 | No Comment | ]

Darrell and I had an interesting conversation with a securities regulator the other day regarding where legislation is headed as fallout to the financial crisis. (This is a topic of great interest to us and at times I find myself providing armchair observations.) Read a summary of the conversation:
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Legislation, Reporting, XBRL »

[19 Aug 2008 | No Comment | ]

Earlier today the SEC Chairmen, Christopher Cox unveiled the successor to the form based EDGAR database.   The new system is called IDEA (Interactive Data Electronic Applications) and will be built on an XBRL based platform that will give investors access to faster and more detailed financial information than ever before.
IDEA is the latest in a string of significant announcements that have come out of the SEC including, XBRL mandate and the guidance on web disclosure and RegFD. There have already been a number of posts regarding this announcement and it …