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Deciphering Dodd-Frank

Last week Baruch College in New York City hosted a panel of leaders from NASDAQ, NYSE and NIRI (National Investor Relations Institute) for a discussion aimed at investor relations officers and how they should begin preparing for implementation of the Dodd-Frank Act — arguably the most significant piece of financial legislation to be passed since [...]


Highlights from IPNC’s Vineyard Tour and Winery Lunch

This year’s IPNC (International Pinot Noir Celebration) started Friday morning with overcast skies and cool temperatures, rare for this famed weekend at Linfield College in the heart of Oregon wine country.
 
Our group spent the day at Belle Pente Vineyard in Carlton, Ore. As the clouds disappeared, we toured the vineyards, learning about the different blocks [...]


What does America consider “sexy”?

It’s a question we recently asked of stylists across the country in a national search for “America’s Sexiest Stylist.” Sexy Hair Concepts, along with Look Good…Feel Better, a  public service program supporting cancer patients, asked people from every state to nominate hair stylists who embody the term ”sexy” – from the inside out. Those who [...]


Financial Media are on Twitter too

As a media relations specialist, knowing the media who are on Twitter and following their interests, upcoming stories, etc., has become an important part of my jobs and is a value-add that I provide my clients.
At the NIRI conference this week social media is being discussed from the perspective of IROs as they examine how [...]


Integrating Social Media into IR

85% of financial services professionals under age 50 use social media (source: Ledermark)
47% of institutional investors read financial blogs for investing and research ideas

So why are some companies still hesitant to utilize social media as part of their IR program?   Investor relations professionals broached this very topic at the NIRI conference this week.
Here is a [...]


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    CSR is a Strategic Asset

    I attended an FWA event recently where the panel discussion was on corporate social responsibility and microfinance. What was interesting was that the all-female panel represented Citi, Morgan Stanley, Merrill Lynch and AMEX.  Financial companies we hear a lot about these days for reasons other than their philanthropic efforts. A couple of points particularly caught me:

    • CSR can be a grassroots reputation management tool:  According to some of these panelists, the relationships their companies have built with communities thru CSR have provided them with credible third party validation in not-so-good times. In other words, while everyone is bashing Citi, the bank has real relationships and proponents around the globe — those less fortunate individuals whom they have empowered economically.  This has helped their reputation during a time of corporate turmoil.

    • CSR isn’t being cut:  In a time when cutbacks are very popular – be it employee programs and benefits, employees themselves, consultants and other “extras” - CSR programs aren’t taking a hit, at least at these big financial entities, because their value is seen all the way at the top. CSR has become a “strategic asset”.