Social Media & Investor Relations Trends, Best Practices & Recommendations - July 16, 2009

Social Media and Investor Relations
Trends, Best Practices and RecommendationsJuly 16, 2009
Presented by: Darrell Heaps
Co-Founder & CEO
Q4 Web Systems
darrellh@q4websystems.com
www.twitter.com/darrellheaps

About Q4 Web Systems
Web platform to manage IR websites and communications
Complete CMS with workflow and collaboration
Customizable best practice templates
Detailed website records and audit trail
Social media and XBRL integration
www.q4websystems.com

Agenda
Key Trends
Financial social networks and blogs
Companies using social media today
Steps to get started
Monitoring
Risks

Key Trends

SEC guidance on Reg. FD
Corporate websites and blogs seen as fair disclosure (under certain circumstances)
Support for shareholder forums
Opens the door to the web and social media for communications

Source: Universal McCann Wave 3 &
Nielsen Online reporthttp://bit.ly/11il0Y
Social Media is the dominant channel

Websites used consistently
Source: Rivel Research

Source: Ernst & Young
Analysts coverage is lacking

Source: E&Y – Global IPO Update
Competition for capital is fierce

So what does this all mean?
The web and social media is where the market is
Traditional channels are no longer effective on their own
Companies who utilize these channels are able to differentiate and compete more effectively for capital

Financial Social Networks and Blog Examples

Financial blogs and social networks
Largest financial blog aggregator Partnered with Yahoo!Finance
Trading social network. Based on Twitter.
Wiki finance portal. Social interactive data.

A tour of how investors are using the web
http://finance.yahoo.com/q?s=ABX
http://seekingalpha.com/symbol/abx?source=refreshed
http://stocktwits.com/t/ABX
http://www.whalewisdom.com/stock/view/ABX
http://www.wikinvest.com/stock/Barrick_Gold_(ABX)/Data?ref=topnav#keyMetrics

Companies using social media and blogs today

Companies using social media and blogs
Twitter being used to notify of updates
Blogs are not prevalent – a handful doing a great job
Facebook being used for marketing and HR
Facebook dominant for sharing
Slideshare and content networks

Companies using social media

ShareThis and Facebook

SlideShare and other content networks
100s of IR presentations on slideshare
Majority not direct from companies
Companies should be publishing to establish “voice of authority”
http://www.slideshare.net/category/investor-relations

5 Steps to getting started with social IR web

IR Website Best Practices
The IR website must be viewed as the primary channel
Self-publishing control allows you to be strategic
Ease of use, accessibility and transparent communication
“Why invest?”

Create compelling content
Press Releases
Events
Reports
Presentations
Videos
Etc

Make Your Content Social and include on your website
Upload your content to social content networks and then embed your site + provide RSS feeds for News, events and presentations
Videos to YouTube
PowerPoint's on SlideShare
Documents on docstoc
Photos on Flickr

Use Twitter Like A Notice Newswire
Tweet about news, events and presentations and link to IR website
Manually post updates and/or use RSS feeds to automate
Start small, learn and expand conversations over time

Monitor and Evolve
‘Listen’ to the web and be alerted whenever your company or related issues are being mentioned
Google Alerts and other free tools (http://search.twitter.com, http://socialmention.com) are easy ways to start the process
Identify trends and head off problems early, minimize value erosion (AMD example)
More to come in future webinar

What are the risks and how to manage?

What Are the Risks?
Disclosure of material information should follow Reg.FD guidelines
All social channels must be treated the same as traditional channels (disclosure controls)
Only previously disclosed information should be shared
Risks are from innocent updates in social networks – travel example
Social media policy and training

Questions and AnswersSubmit using GoToMeeting

Summer 09 - Social IR Website
Investor homepage
Why Invest with YouTube Video
AGM slides via slideshare
AR via docstoc
XBRL financials
http://www.q4websystems.com/Products/Overview/default.aspx

Visit Us Online
Web:
www.q4websystems.com
Blog:
www.q4blog.com
Twitter:
www.twitter.com/q4websystems
Facebook:
http://www.facebook.com/pages/Q4-Web-Systems/12405396627

http://www.q4blog.com	240
http://www.slideshare.net	66
http://socialmedialunch.org	39
http://tomallinder.com	19
http://communicatto.com	15
http://customsstreet.com	13
http://oikosblog.wordpress.com	5
http://www.customsstreet.com	4
http://miss-social.com	4
http://fabricehofmancommunication.blogspot.com	3
http://misssocial.posterous.com	2
http://translate.googleusercontent.com	1
http://blog.juliorecalde.com	1
http://cgleaders.wordpress.com	1
http://babilonia61.com	1
http://oikosblog.com	1
http://natashalee.posterous.com	1
http://www.communicatto.com	1
http://static.slidesharecdn.com	1
http://q4websystems.com	1

Social Media & Investor Relations Trends, Best Practices & Recommendations - July 16, 2009

by Darrell Heaps on Jul 17, 2009

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Social Media & Investor Relations Trends, Best Practices & Recommendations - July 16, 2009 — Presentation Transcript