We got this question from an IRO recently right after their earnings release. Looking to streamline her presentation, she asked, “What should my Earnings Deck cover? Any advice on general flow? What are the must-haves? Our deck has bloated over time, and I feel like we’re not communicating well.” I...
Is your earnings deck effectively conveying your message, or has it grown unwieldy and complex? Our masterclass will help you simplify your earnings messaging and establish a stress-free system. Date: Wednesday, October 18, 2023Format: Virtual ET (Microsoft Teams) – The Microsoft teams link will be provided to you 1 week in advance.Time: 12:00...
Newmark Group, Inc. (NMRK) is a major player in the commercial real estate (CRE) space, with a history dating back to 1929. They are amongst the top 5 CRE companies in the US, with an ambition to expand globally.  NMRK’s IR team’s goal was to make their investment thesis more...
Are you gearing up for your company’s upcoming Investor Day? As an Investor Relations Officer, the success of your I-Day relies heavily on a compelling main message that you want your analyst audience to walk away with. Consider these 3 steps when creating your main message. 01 Be clear on...
Wednesday, June 7, 2023 | 11:35AM – 11:55AM | Room: Sheraton Ballroom  |   Express TalkHarry Shah Crafting a winning presentation for Investor Day is crucial for every IRO. The key to success is striking the right balance between ‘steak’ (substance) and ‘sizzle’ (style). In this 20-minute session, you’ll learn...
Optimize your decks with this outline Are your earnings presentations often lengthy and lacking clarity? You’re not alone. Many presentations lose their essence over time, becoming unwieldy and time-consuming to create. Here’s how we think about earnings content — we’ve developed a framework that’s a good “starting point” for most...
Incorporate ‘Steak’ and ‘Sizzle’ to maximize impact Crafting a winning presentation for Investor Day is crucial for every IRO. The key to success is striking the right balance between ‘steak’ (substance) and ‘sizzle’ (style). We shared this “talk” at the 2023 NIRI Annual Conference in Chicago, and it was received...
We live in the world of presentations 24X7, and yet learned new insights from my fellow panelists, Mark Zindler and Gervais Williams during our webinar on IR Magazine last week.  Here are my few light-bulb moments. 01 Loved Gervais’s idea to add a pinch of surprise to your slides from...
Wednesday, September 14, 20228.00 am PT / 11.00 am ET / 4.00 pm BST / 5.00 pm CETDuration: 45 minutes As investor conferences and capital market days increase, presentations are a critical opportunity to get your message in front of time-pressured investors. With so much at stake, are you confident...
Are you getting ready for an important Sales meeting with a large customer? Or, perhaps you are working on selling a Strategic Initiative to your C-suite? Or, maybe you have a Town Hall or an Investor Relations meeting to prepare for. In each of these cases, you’re developing a story...

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