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The Do’s and Don’ts of the Annual Shareholder Letter
2Last week, I had the opportunity to participate in NIRI's webinar on the annual shareholder letter. Given that it's generally the season for ramping up this "annual" project (pun intended), I thought I'd pass along my slide deck, which delineates some do's and don'ts - among other things - that might be helpful. Anything you'd add to either list?
(If you get a chance, try to find the replay of the panel as my fellow panelist - Moriah Shilton and Karen Fisher - were REALLY good.)
The Conversation
Devin Sullivan on November 15, 2011
Rob Berick on November 15, 2011
Great point, Devin. Agree re: date (which is why it’s so important to get agreement upfront as it can have a major impact on the content of the letter as you wisely noted).
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Position:Senior Managing Director
Rob oversees Dix & Eaton’s investor relations practice and is a member of the firm’s Leadership Committee. Over his nearly 20-year career, he has developed and executed investor relations programs for companies in a wide range of industries and market cap sizes.
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Don’t confine the message / content to the just ended year. I use the date of the President’s Letter as the cut-off for addressing relevant events. For example, if you have already announced Q1 results or made a major acquisition, discuss it within the context of the prior year’s performance and long-term objectives.