NIRI



Analyst Day Do’s and Don’ts Do’s: ? Get management’s buy-in early, particularly on budget, location, and presenters ? Try to time to coincide/follow a major announcement ? Check conference/peer schedule before finalizing date ? Create and maintain a master timeline ? Use the event as an opportunity to showcase the extended management team ? Be careful when selecting outside speakers and customers ? Reach out to sell-side and top buy-side for input on topics to be covered ? Consider conducting a perception study in advance of event to assist in message development ? Create a targeted invite list and consider inviting a board member or two ? Agree on the key messages/themes for the event in advance ? Include a review by legal before finalizing presentations ? Advocate for presentation training for all speakers ? Conduct Reg. FD training for all presenters and company guests, such as board members ? Consider hiring a design firm to refresh/overhaul presentations ? Carefully proofread all presentations again before final printing/binding ? Check with marketing on items that can be used for giveaways ? Shop around and negotiate with all service providers ? Push back on costs with hotel ? Conduct post-event follow-up survey/perception study Don’ts: ? Cancel once you announce event ? Settle for less than ideal room accommodations ? Book a space that is too large or too small ? Limit your invitation list to only sell-side ? Forget to webcast the event ? Fail to remember to shut off microphones when not presenting ? Overlook having a back-up plan or “Plan B” for audio equipment ? Restrict the important Q&A period ? Host the meeting near the end of a quarter ? Hire your key vendors based on cost only ? Allow management to present without rehearsing ? Give away anything expensive or frivolous ................
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