Reporting & Investor Days

Interim financial reporting is a core skill set for public companies. Even so, most companies find advantage in engaging a third-party professional to assist each quarter or during annual investor day events. The assistance we provide varies depending on our clients’ needs, but generally includes one or more of the following services:

  • Anticipation of analyst-style questions and Q&A rehearsal
  • Conference call script and news release preparation or refinement
  • Investor day design and execution
  • MD&A audits or refinements
  • Sustainability reporting
  • Annual report design and preparation
  • Annual meeting design and preparation
  • Investor presentation design and preparation