Category Archives: Disclosure

institute B presents: 21st Century Governance (Workshop)

Our very own Oscar A. Jofre will be a guest speaker at a governance workshop in Vancouver from May 7-8th.  Please pass this on! from the institute b website: “Institute B is excited to present a 1.5 day seminar on …

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Is your annual report squeaky clean?

“A DECENT annual report is becoming like a hygiene factor—it’s like washing your teeth on a daily basis.” That was the answer of one European corporate finance executive to the question, What makes a good annual report? So in addition …

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Every company has stories to tell with social media – what are yours?

I first became aware of Indium Corporation when I read Content Rules by C.C. Chapman and Ann Handley. Indium Corporation proves that every company has a story that certain people want to hear. The key is to mobilize the storytellers …

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How to manage the annual report tug-of-war

If it hasn’t already started, it will be in full swing within a few weeks. I’m referring to the tug-of-war that takes place during the planning and production of an annual report. This contest usually features two teams: left-brainers (the …

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3 tips for simplifying your annual report

Complexity is unavoidable in today’s ever more complicated and sophisticated business environment. Much of the complexity in corporate reporting, however, is created by the sheer volume of disclosure. The solution? Thoughtful reduction to achieve simplicity. That may sound easy enough. …

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Telling the story behind the numbers

Love it or hate it, management’s discussion and analysis, or simply the MD&A, provides a window on details behind earnings and other key performance numbers. But is the MD&A a bastion of storytelling and plain language? Probably not. So how …

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5 ways to improve annual report narrative

Annual reporting season has finally and mercifully come to an end for most companies.  The cost of this exercise? Just for Form 10-K, the SEC estimated that companies chalk up 4 million hours of staff time and 12 million hours …

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