Not currently accepting new students
Made and missed opportunities in earnings calls present opportunities for improvement for even the most experienced CFOs. Too often, fumbles occur when an earnings call is other than typical (good or bad). This course helps CFOs avoid pitfalls and present themselves and their companies in the most positive light during earnings calls.
We cover:
- Understanding the audience and the legal context of investor-company communications.
- How to make an earnings call part of a thoughtful on-going conversation with investors, including investor day presentations.
- The anatomy of an earnings release--including text, conference call, and the analyst and trader perspectives.
- A view of a fundamental analyst toolkit, sharing screen shots from a popular analysis software package to briefly illustrate to CFOs how they look under the analyst microscope.
Notes:
- This course is not an overview of an investor relations program. Rather, it focuses on earnings release-related specific pitfalls and opportunities were a CFO can make a difference.
- A broader perspective is shared in the companion course “Seeing your company through investor eyes – CFO opportunities in strategic communications”
Learning Objectives
- Determine typical pitfalls in communicating earnings and recognize how to avoid them.
- Enumerate approaches and tools used by analysts to evaluate your company.
- Ascertain new opportunities to improve your earnings communication approach.
Last updated/reviewed: March 4, 2024
4 Reviews (15 ratings)
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Prerequisites
Course Complexity: Advanced
Prerequisite: Overview of investor relations
Advanced Preparation: None
Education Provider Information
Company:
Illumeo, Inc., 75 East Santa Clara St., Suite 1215, San Jose, CA
95113
Contact:
For more information regarding this course, including complaint and
cancellation policies, please contact our offices at (408) 400- 3993 or send an e-mail to
.
Brian BarnierValueBridge Advisors, Principal/Member