Is Your CEO Robbing Impact from Your Investor Message?

There’s an unspoken reality in Investor Relations: No matter how well you craft the investor narrative, your CEO has the final say. And sometimes, their delivery robs the message of its impact. It’s a tough spot. Your job as an IRO is to ensure that investors walk away with a...

Why Brands Need to Embrace a Fanatical Purpose

Read, react, and discuss on LinkedIn! At the CMA Conference hosted by Category Management Association, Doug Stephens, founder of Retail Prophet and a leading expert on the future of retail, shared a powerful message: Traditional ways of competing in retail are dead. Competing on selection, convenience, pricing, or product? That’s...

Getting Better Answers from AI: A Smarter Approach for CatMan Teams

One of the most practical takeaways from the CMA 2025 Conference came from Colin Ching and Liliya Babraunichaya at Microsoft (big thanks to them!). They shared a simple yet powerful way to get better results from AI—one that I immediately started using. It’s called the GCSE Framework, a structured approach...

A Call To Rebrand IRO to Chief Strategic Investor Engagement Officer

By Mark Hayes Business functions are judged not just by their outcomes but by their strategic impact on a company’s growth, sustainability, and competitiveness and branding matters. The demands on the Investor Relations Officer (IRO) market have evolved, so too has the role of the Investor Relations Officer (IRO). The...

How Armstrong Sharpened Its Investor Narrative

The Opportunity Armstrong’s Investor Overview Presentation had evolved through incremental updates. It was current, but the story had become less cohesive. Like many IROs, their team found that each revision chipped away at the structure, making the narrative harder to follow. The company’s stock had been performing well, and investor...

How to Create a Killer Story for Your Top-to-Top Meeting with Retailers

Top-to-top meetings with retailers are high-stakes. You have a limited window to align on a joint strategy, build credibility, and secure buy-in. And yet, so many of these meetings turn into a sales pitch disguised as a strategy discussion. Retailers don’t want a product catalog. They want a story—one that...

A Tech IRO’s Bold Moves to Break the Routine in Investor Comms

A couple of weeks ago at a NIRI event, an IRO said something that stuck with us: “We’re doing it all—earnings calls, investor meetings, roadshows—but it just feels like we’re going through the motions. It’s tough out there!”That got us thinking: Do you need to do it all, and do...

How can Insights team use new AI Presentation Tools

Here’s the original message from Taylor…   And below is my response to him—refined a bit for clarity and to share more broadly. The Problems with AI Presentation Tools (For Now) I’ve explored AI presentation tools like Beautiful.ai and Canva. They have impressive features, but here’s the challenge: most of...

Lessons from Past Presidential Inaugurations for your upcoming Earnings

This week, we’re featuring a well-timed piece from Mark Hayes, Partner at Breakwater Strategy and a trusted voice in the IR community. Drawing on insights from past U.S. presidential inaugurations—from Obama to Biden—Mark highlights lessons to help you sharpen your approach for upcoming earnings calls. Analyzing 4Q Earnings Calls: Key...

Is Your Broker Sales Toolkit Up to the Task?

Equipping Your Brokers for Today’s Retail Landscape If your company relies on brokers to reach more retailers, you need to arm your broker partners with a killer Selling Toolkit. It used to be that you’d just slap a few products in a presentation, talk about your company, and let the...

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