PGi Partners

Blog Article

How to Pull Off an Investor Relations Event without a Hitch

BEFORE YOU BEGIN: How to Use This Blog

  • Customize the beginning and end of the blog copy so it's tailored to you/your company.
  • Right-click on the photo below, and "Save as image" to download the photo and use it in your blog on your website.
  • Please include a link back to the original blog post on PGi's website: 
  • After you've posted the blog on your website, promote it on social! You can find suggested social copy below.

Recently, organizations have had to change up their idea of events and conferences, shifting everything from investor relations to industry conferences to online platforms and secure webcasts. This move means it’s time for organizations to reevaluate the way events like virtual earnings calls are promoted and executed. Even as in-person events and hybrid gatherings are starting to reappear, organizations should not overlook the many benefits of a virtual earnings call. From being able to share a message in new ways to on-demand call recordings available to all investors quickly and easily to more accessibility in general, virtual investor relations meetings are here to stay.

The benefits sound amazing, but do you know how to pull off an investor relations event without a hitch? Let’s find out how to execute one securely, and successfully.

Secure Webcasts Start with Secure Virtual Events Platforms

Planning an investor meeting comes with a lot of proprietary information. When this information needs to be shared securely, investors need to feel comfortable with every part of a virtual event, from logging in to sharing and accessing documents.

A platform like GlobalMeet is just the solution to provide a secure webcast anywhere. Offering operator-assisted capabilities to manage your virtual investor relations event, you have options to secure access for pre-registered individuals only. Another aspect of this secure platform is the ability to create gated access for those who need to view content after the event is over. Beyond recorded call options, you can have a written transcript created that can be searchable by keywords and more.

Work in Advance for Smooth Event Execution

Just like an in-person event needs to be engaging to audiences, a virtual earnings call also needs to be audience-minded. Utilizing options like audience polling, Q&A functions, or slide decks can be a good idea to get your message across in the best way possible. And make sure to have the best video and audio to accompany these pieces.

Before a virtual event, it can be smart to gather company leadership together for a sound check of sorts. Going through all audio and video, assessing the lighting, camera positions, etc., help ensure a smoothly executed event. Even checking microphones and the sound quality is one step in the right direction to make sure everyone is ready to go.

Have executives calling in from various locations? Check to make sure that each has the appropriate bandwidth to handle the call, and that they have a quiet space available, so no distractions get in the way. A backup plan (like a smartphone or a laptop) is recommended for the utmost preparation if any technical issues arise.

If you are planning a Q&A session, make sure your team is prepared with sample questions or even real questions emailed from the participants ahead of time. If it’s feasible, this is a great option to settle nerves before an important virtual earnings call.

Success is Measurable

Almost as important as the event itself is what happens when the event ends. Gauging success helps you learn what worked and what didn’t, guiding the path for adjustments to make for next time. It’s important to discuss what metrics are going to be used to get a read on investor opinion and overall engagement.

This can be accomplished through email surveys, or through the GlobalMeet Webcast platform which provides a wealth of reporting and analytics to help you measure the parts of your secure webcast that reached audiences the most.

Are you ready to learn more about the fully managed, operator-assisted event opportunities for investor relations calls and more? Reach out and learn how we can help.



[link to GlobalMeet page on your website]

------------

Social Media Post (for LinkedIn, Twitter, and Facebook)

Virtual and hybrid events are for all types of conferences and calls, even investor relations meetings! Here’s how to make sure your next virtual earnings call goes off securely and without a hitch: [link to partner blog] #PGiPartners #PGiConnect