12 Month At-a-Glance Calendar for Investor Relations Departments
Useful infographic illustrates "a year in the life" of key shareholder communications tasks

NEW YORK, Jan. 12, 2017 /PRNewswire/ -- Vintage, the capital markets, corporate services and institutional & fund services division of PR Newswire, has released its 12 Month At-a-Glance Calendar for Investor Relations Departments.

Click here to download a high resolution PDF: https://irblog.prnewswire.com/2017/01/04/investor-relations-12-months-at-a-glance-sheet/

Bradley H. Smith, Director of Marketing, IR and Compliance Services at PR Newswire & Vintage said the creation of the calendar came from "working with a new client last week, the discussion went from a cheerfully kind 'thank you for the 2017 SEC EDGAR filing calendar' to a subtle 'hey… do you have a calendar for IR, too?' "

Never shrinking down from a client request, Smith immediately went to task – first asking during that meeting what are the key activities needed to be calendared. As you see, the result is a traditional IR to-do list. Also, except for the 10-K and 10-Qs, the events are driven by broad strokes, month by month, rather than exact dates.

Comments:

  • Planning stages certainly vary and overlap i.e. earnings news releases and 10-Qs
  • Updating the IR website once a quarter refers to more holistic updates: text narratives, FAQs, and other non-automated feed
  • Best practices suggest two or three days each quarter for non-deal roadshows in targeted cities
  • Holding a formal Analyst Day in a target city, like NYC, generally aligns with non-deal meetings
  • Proxy materials planning can vary greatly depending on your visual style
  • The NIRI Annual Conference is in June

Happily, the client was grateful for the calendar – they will be sharing it internally as a directional illustration of IR's year.

Click here to download a high resolution PDF of the SEC filing deadline and holiday calendar: http://e.prnewswire.com/Vintage-2017-SEC-calendar1.html

About Vintage
Vintage, a PR Newswire division, is a top-three provider of full-service regulatory compliance and shareholder communications services, delivered across our three practice areas: Capital Markets, Corporate Services and Institutional & Fund Services. Founded in 2002 and acquired by PR Newswire in 2007, Vintage has evolved to become the industry's intelligent value choice. We deliver a flexible balance of people, facilities and technology to ensure that regulatory compliance and shareholder communications processes are efficient, transparent and painless. Services include IPO registrations, transactions, virtual data rooms, EDGAR & XBRL filing, typesetting, financial printing and investor relations websites.

About PR Newswire
PR Newswire, a Cision company, is the premier global provider of multimedia platforms and distribution that marketers, corporate communicators, sustainability officers, public affairs and investor relations officers leverage to engage key audiences. Having pioneered the commercial news distribution industry over 60 years ago, PR Newswire today provides end-to- end solutions to produce, optimize and target content -- and then distribute and measure results. Combining the world's largest multi-channel, multi-cultural content distribution and optimization network with comprehensive workflow tools and platforms, PR Newswire powers the stories of organizations around the world. PR Newswire serves tens of thousands of clients from offices in the Americas, Europe, Middle East, Africa and Asia-Pacific regions. Cision is a leading global media intelligence company, serving the complete workflow of today's communication professionals.

Media Contact:
Bradley H. Smith
Director of Marketing, IR and Compliance Services
PR Newswire & Vintage
+1 201.942.7157
bradley.smith@prnewswire.com

SOURCE PR Newswire / Vintage


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