Comments on: Pre-briefing rules of thumb for public companies http://blogs.hillandknowlton.com/arcade/2008/07/07/pre-briefing-rules-of-thumb-for-public-companies/ Weblog maintained by Hill+Knowlton Strategies\' global Analyst Relations team. Wed, 25 May 2011 06:28:06 +0000 http://wordpress.org/?v=2.9.2 hourly 1 By: NDAs mislead, slow, weaken and pressure analyst relationships : Analyst Equity - Lighthouse’s action research blog http://blogs.hillandknowlton.com/arcade/2008/07/07/pre-briefing-rules-of-thumb-for-public-companies/comment-page-1/#comment-411 NDAs mislead, slow, weaken and pressure analyst relationships : Analyst Equity - Lighthouse’s action research blog Wed, 24 Feb 2010 00:02:00 +0000 http://blogs2.hillandknowlton.com/arcade/10898.aspx#comment-411 [...] NDAs place stress on the relationship In the opinion of Alex Anderson: “Most top tier analysts will flat out refuse to sign a special NDA and by asking you risk [...] [...] NDAs place stress on the relationship In the opinion of Alex Anderson: “Most top tier analysts will flat out refuse to sign a special NDA and by asking you risk [...]

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By: Nancy Shapira-Aronovic http://blogs.hillandknowlton.com/arcade/2008/07/07/pre-briefing-rules-of-thumb-for-public-companies/comment-page-1/#comment-133 Nancy Shapira-Aronovic Fri, 01 Aug 2008 22:37:34 +0000 http://blogs2.hillandknowlton.com/arcade/10898.aspx#comment-133 <p>Very pertinent blog--most of my clients are very nervous about briefing anyone before the distribution of an important press release.  What I usually aim for is to let the specified analyst know a week or so in advance that we will be publishing a PR on a significant event and that we will advise them immediately after publication.  We let them know that they are the first analyst we are discussing this with give them precendence over interviews with journalists.</p> Very pertinent blog–most of my clients are very nervous about briefing anyone before the distribution of an important press release.  What I usually aim for is to let the specified analyst know a week or so in advance that we will be publishing a PR on a significant event and that we will advise them immediately after publication.  We let them know that they are the first analyst we are discussing this with give them precendence over interviews with journalists.

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By: Alex http://blogs.hillandknowlton.com/arcade/2008/07/07/pre-briefing-rules-of-thumb-for-public-companies/comment-page-1/#comment-132 Alex Mon, 21 Jul 2008 15:40:44 +0000 http://blogs2.hillandknowlton.com/arcade/10898.aspx#comment-132 <p>Good point Barbara, and thanks for the kind words. </p> Good point Barbara, and thanks for the kind words.

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By: Barbara French http://blogs.hillandknowlton.com/arcade/2008/07/07/pre-briefing-rules-of-thumb-for-public-companies/comment-page-1/#comment-131 Barbara French Fri, 18 Jul 2008 06:50:20 +0000 http://blogs2.hillandknowlton.com/arcade/10898.aspx#comment-131 <p>Alex, Great post on a complex topic. I'd add one more consideration:  pre-briefings that require an NDA may also require adherence to specific corporate compliance policies.</p> <p>Make sure that your AR team has a simple guideline for knowing whether to participate or bypass company compliance procedures.  Likewise, a few simple steps to follow when compliance policies do apply.</p> <p>Often, compliance will entail little more than adding a few specific storage (archiving) steps to the usual AR documentation workflow.</p> Alex, Great post on a complex topic. I’d add one more consideration:  pre-briefings that require an NDA may also require adherence to specific corporate compliance policies.

Make sure that your AR team has a simple guideline for knowing whether to participate or bypass company compliance procedures.  Likewise, a few simple steps to follow when compliance policies do apply.

Often, compliance will entail little more than adding a few specific storage (archiving) steps to the usual AR documentation workflow.

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