avril 23 2020

Best Practices for Earnings Calls and Investor Updates

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Practices for public companies relating to earnings calls, earnings guidance and investor updates vary. Especially in uncertain and volatile markets, preparing for these important communications requires careful consideration of a number of factors, including the recent statements and guidance from the Securities and Exchange Commission and SEC Staff.

During this session, we will address:

  • Communications safe harbors;
  • Forward-looking statements and cautionary statements;
  • KPIs and non-GAAP financial measures;
  • Trend information and earnings guidance;
  • SEC guidance related to COVID-19; and
  • Undertaking securities offerings post-earnings announcements.


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