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Your virtual investor day checklist

Jun 02, 2022
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Are you fully prepared for your virtual investor day? Best practices for creating a truly refined investor event are continuing to evolve. But increasingly, these practices center on how to deliver an event that is engaging, informative and memorable, using all the features that virtual meetings have to offer.

Implementing virtual does not mean merely transferring your physical event checklist to virtual implementation.

Curated from over eighteen months of working closely with IROs around the globe, OpenExchange provides a checklist to help you think through key details to plan ahead of your virtual event.

Download this checklist and gain top tips from experts including: 

  • Thinking through scheduling considerations for international time zones.
  • Thoroughly considering the many diverse ways of using recorded video to reduce risks, add quality, refinement and interest.
  • Deciding how you will run the Q&A and assign responsibilities.


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