Slides from NIRI Richmond session on Nov 18, 2011. My portion of the presentation focused on the "why" of social media and best practices. My co-panelist, Chris Gatewood focused on the legal aspects, risks and social media policies.

1. Avoiding Accidental IR
or, What Not to Tweet
Presented on Nov 18, 2011
Darrell Heaps
Co-founder and CEO
Q4 Web Systems

2. The
World
Today
If you look at what’s happening today with
communications and disclosure, we’re
moving from a world where it was very
paper based into a world where it’s very
much based in the Internet and on social
media.
Rob Williams, VP IR at Dell
March 23, 2011
We have to recognize that those changes
are happening and we need to embrace that
change and drive it forward and do it in a
way that’s efficient.

3. ARE INVESTORS USING
SOCIAL MEDIA?

4. Financial Blogging is Mainstream

5. Twitter has replaced the trading floor

6. StockTwits has over 10k pro-investors

7. 1.6M Retail Investors on Facebook

8. Institutional Investors Read Blogs
49% of 3 out of 5
institutional financial
investors read bloggers use
financial blogs. Twitter as a
33% at least primary news
weekly* source***
*Rivel Research – 257 Institutional ***Financial Media Conference, NYC, Feb
Investors in the US 2011

9. New
Social
Data
Providers
&
Finance
Apps

10. The
New
Informa>on
Food
Chain
Institutional Investors Investors
National Media Financial Times
Major Online News Hubs Forbes, WSJ
Financial Bloggers Seeking Alpha
& StockTwits
Network
Individual Social Media Posts Twitter

11. ARE IR DEPARTMENTS USING
SOCIAL MEDIA?

12. Social Media for IR
Social Networks Social Media
Publish and monitor Publish and Integrate
Corporate
Website
IR Website

13. Social Media IR Adoption 2010 - 2011
80.00%
70.00%
60.00%
Using Social Media for IR
50.00%
40.00%
2010
30.00%
2011
20.00%
10.00%
0.00%
Twitter Facebook SlideShare YouTube Blogs
2010 65.00% 37.00% 11.00% 29.00% 10.00%
2011 68.00% 46.00% 45.00% 35.00% 19.00%
362 companies in 2010, expanded to 629 in 2011
Q4 Whitepaper Research

14. Social Media Use by Market Cap
450
400
350
300
SlideShare
250
YouTube
200 Facebook
Blog
150 Twitter
100
50
0
Large Mid Small

15. Companies Included in Study by Sector
Utilities
Telecommunications
Technology
Services
Real Estate
Pharma/Healthcare/Biotech
Natural Resources
Media
Industrial goods/Basic materials
Financial Services
Exchanges
Consumer Goods
Automotive
Airline
0 20 40 60 80 100 120 140

16. BEST PRACTICES
SHARING AND RETWEETING ON TWITTER

17. Industry-related News from Financial Blogs
http://twitter.com/#!/AXI_IronOre/status/58189594910408704
Q4 Whitepaper Research 2011

18. Analyst Reports: The Good & The Bad
http://twitter.com/#!/rdsa/status/54885200928309248
Q4 Whitepaper Research 2011

19. Analyst Reports: The Good & The Bad
http://twitter.com/#!/rdsa/status/55338202017447937
Q4 Whitepaper Research 2011

20. Partnerships/Acquisitions
http://twitter.com/#!/TXInstruments/status/55260974634115072
Q4 Whitepaper Research 2011

21. Partnerships/Acquisitions
Q4 Whitepaper Research 2011

22. Engagement: Investors
http://twitter.com/#!/NovaGold/status/65802175070220288
Q4 Whitepaper Research 2011

23. Best Practices
LIVE TWEETING EARNINGS

24. Linking to disclaimer

25. Linking to materials

26. Soliciting questions in advance

27. Consistent use of #hashtags

28. Appending tweets with $ticker

29. Discussion Point
RegFD and Twitter

30. Web Brands CEO pushing RegFD on Twitter

31. BEST PRACTICES
SOCIAL MEDIA WEBSITE INTEGRATION

32. Typical corporate website links out to social

33. Best practice is to integrate social into your website

34. Next generation of social integration

35. RETURN ON INVESTMENT

36. What
is
the
ROI
of
using
social
media?
1. Increased awareness
2. Improved strategic understanding
3. Elimination of low-value tasks
4. Improved liquidity

37. More on Q4:
www.q4websystems.com
Thought leadership:
www.q4blog.com
Contact:
Darrell Heaps
1-877-426-7829 ext. 222
darrellh@q4websystems.com
twitter.com/darrellheaps