Corporate Finance

#CFOMustRead: Investor Relations Lessons

Our top read of the week from across the web looks at how the investor relations department can really add value.
Vincent RyanFebruary 4, 2015

Straight from CFOs’ mouths. That’s what we like about this week’s #CFOMustRead story from the web. The story is a paper from Deloitte, “CFO Insights: Effective IR: Lessons from the trenches.”

The paper is essentially paragraph-long sound bites from 11 CFOs and investor relations executives, so it’s a quick read. But the quotes, from the likes of Rob Binns, CFO of HP Software, and the SVP of IR at Humana, contain valuable nuggets.

Consider what Chris Jakubik, vice president of IR at Kraft Foods, says about addressing the “value gap”:

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“As a former analyst, I know that dialogue is key, but it’s the type of dialogue you have that makes the difference. For example, management arguing valuation with analysts is like analysts telling management how they should change the way they run their business; it generally falls on deaf ears. Instead, a dialogue that focuses on identifying the gaps in perspectives on fundamentals and opportunity sets — the things that drive valuations — and discussing them directly, in a fact-based, well-supported manner, is very effective.”

@lisaannrose was the first reader to tweet the link to us.

On, our #CFOMustRead comes from the tax arena.

In Tax Reform Consensus: Lower Rates, Closed ‘Loopholes,’ longtime CFO editor David Katz writes about the “grand bargain” of tax reform. It would be anything but a bargain for companies that rely heavily on tax deductions and credits, he finds.

All CFO readers are invited to participate in #CFOMustRead by sending us their most interesting reads of the week. We request that you send us the link as well as a brief take on why you think other CFOs will find the story valuable.

You can send us a #CFOMustRead in two ways:

  1. Send a nomination to us via Twitter, by inserting the hashtag #CFOMustRead into a tweet.
  2. Nominate a story in the comments section of this post.

CFO‘s editors will be watching for your recommendations daily. Each week we publish an article that highlights the best recommendations and the readers that submitted them.

If you’d like to follow along to see what stories are recommended, you can track the comments on this page or follow the #CFOMustRead Twitter stream using Twitter Search or TweetDeck.

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