Considerations for updating the investor relations functions to adapt to a mobile environment.

1. Investor Relations Mobile Considerations –
Overview (…Operating In A Digital Era)
November 2012
Investor Relations Mobile Considerations
Why? ......................................................................................................................... 1
What? ........................................................................................................................ 2
How? ......................................................................................................................... 4
Contact Information .................................................................................................. 6
Why Invenio Advisors?............................................................................................... 6
Why?
The mobile trend is changing everything – the proliferation of smart phones and tablets is altering the way
executives and investors are engaging with information. As a result, company investor relations groups are
adjusting how they operate. The following key factors are the primary drivers of this:
1. Increasingly, executives and investors desire access to information anytime, anywhere, on their
mobile devices,
2. Need to increase efficiency in delivering information, resulting in significant expense savings to the
Company,
3. Desire to improve investors’ perception of the company (i.e., the way they communicate needs to
be consistent with the message they are delivering – “we are company that is relevant and we
accept and embrace change”),
4. A desire for a greener and more efficient environment. Companies are becoming more focused on
sustainability, and operating in a more environmentally friendly way. And, of course, a side benefit
of that is a significant gain in efficiency.
A few relevant points regarding mobile…
“What matters is that in the next five years every person on this planet is going to be using a mobile device.
And these devices are going to be used far more than any traditional computer ever has been and ever will
be.”
Good Way to Think About Your Mobile Strategy
BusinessInsider.com
1
Don Tomoff, MBA, CPA

2. Investor Relations Mobile Considerations –
Overview (…Operating In A Digital Era)
November 2012
“The main continuous trend identified in the report is that everything is going mobile. This evolution is
mainly being driven by people's increasing demand for anywhere, anytime connectivity and the use of video,
cloud-based services and the internet - but also by machine-to-machine connectivity.”
85% Of The World's Population Covered By High-Speed Mobile Internet In 2017
Ericcson.com
“Consumers are migrating away from PC-based Internet usage and are increasingly using mobile devices as
their default gateway to the Internet. According to IDC, the U.S. is leading this trend, with Western Europe
and Japan only about two years behind.”
IDC: More and more people using mobile devices as default gateway to the Internet
What?
Executives are addressing some of the following questions when they evaluate their IR workflow…
1. Where are our expenses out-of-line? Do we have an opportunity by going digital?
2. How can we improve our workflow by going significantly digital (“paper-lite”, rather than paperless)
3. Will this benefit our “customers” (customers defined as the groups you serve – management, board
of directors, investors, analysts – buy-side, sell-side, etc.)
4. How are our customer’s expectations changing? Are we being proactive in addressing those?
5. How do we organize, track and find things?
6. We are still doing things the same way they were done 3-5 years ago? What are the obvious
opportunities?
7. What are other companies doing?
8. How do we develop a “change-oriented” culture? How do we manage the change?
9. How do we transition our company’s IR reporting (business intelligence/analytics) onto the mobile
devices that our executives are carrying?
Resources Worth Reviewing
The Big Picture: Five Trends Impacting the Business Landscape – and Why They Matter To You, OSCPA
Voice, October 2012
Look out CFO’s, The Future of Finance is Change, CFO.com, August 2012
Mobile Industry Statistics, www.digby.com, 2012
2
Don Tomoff, MBA, CPA

3. Investor Relations Mobile Considerations –
Overview (…Operating In A Digital Era)
November 2012
Investor Relations Specific Trends
Investor Relations Apps
“A Trend for Smartphone Era: Wal-Mart, SodaStream, Sysco among the pioneers in such communications”
Investors Business Daily (subscription required)
“New Ideas and Tips for PDF financial reports (Best Practices)”
IRWebReport – March 2011
“Mobile IR Websites Reviewed”
IRWebReport.com –December 1, 2010
“5 Simple Ways to Incorporate Mobile Into Your IR Program”
Thomson Reuters, October 19, 2012
Selected observations included in article:
“By 2013, mobile is expected to be the first screen for all Web usage. What does this mean for IR? Well,
it means your IR website will probably be viewed on a smartphone or tablet.”
“Increase productivity and collaboration by using a tablet – ideal for when you’re on the road or in the
office. Imagine not having to print a 30-slide investor presentation to prepare for a meeting because you
can view it and add notes to it directly from your tablet. Or pulling up the most recent sell-side research
report to understand investor sentiment from a cab on your way to an investor meeting.”
“Some considerations for making your IR website a ‘go to’ news source for Mobile users”
Q4 Web Systems, October 31, 2012
3
Don Tomoff, MBA, CPA

4. Investor Relations Mobile Considerations –
Overview (…Operating In A Digital Era)
November 2012
How?
Summarized below is an analysis of the typical investor related functions performed, with an analysis of 1) mobile relevance, 2) frequency of
update/interaction, and 3) audience the function pertains to.
Notes:
 Primary interaction; frequency consistent
 Less frequent interaction; as needed effort
 Little, if any interaction; no involvement
Relevant? Indicates whether a digital workflow/mobile considerations apply to this process
Frequency Indicates the frequency that the process is performed.
No. Responsibility Relevant? Frequency Internal Board External
1 Maintain investor relations plan No Annual   
2 FAQ analysis; earnings call prep Yes Quarterly   
3 Peer group competitive analysis Yes Quarterly   
4 Measure, monitor IR Group performance No Ongoing   
5 Monitor business; adjust IR message Yes Ongoing   
6 Reg FD training coordination No Ongoing   
7 Investor presentations; roadshow coordination Yes Ongoing   
8 Earnings releases; SEC document coordination Yes Quarterly   
4
Don Tomoff, MBA, CPA

5. Investor Relations Mobile Considerations –
Overview (…Operating In A Digital Era)
November 2012
No. Responsibility Relevant? Frequency Internal Board External
9 Develop, maintain investor contact/mailing list Yes Ongoing   
10 Shareholder intelligence monitoring & reporting Yes Quarterly   
11 Manage investor relations website Yes Ongoing   
12 Disclosure requirements & best practices Yes Ongoing   
13 Analyst reports review & summary preparation Yes Ongoing   
14 Manage investor communications Yes Ongoing   
Quarterly; as
15 Organize conferences, road shows, earnings, etc. No   
needed
16 Management IR resource package Yes Quarterly   
17 Investor targeting & investor type analysis Yes Ongoing   
5
Don Tomoff, MBA, CPA

6. Investor Relations Mobile Considerations –
Overview (…Operating In A Digital Era)
November 2012
Contact Information
Don Tomoff, MBA, CPA
Director
Invenio Advisors, LLC
don@invenioadvisorsllc.com
p 440-879-8632
c 440-821-8327
LinkedIn Profile
Twitter @invenioadvisors
@dtomoffcpa
Download my Business Card
Why Invenio Advisors?
Don has significant public company industry and consulting experience – in both investor relations and the
related SEC reporting functions. His broad perspective gained from working on both sides of the IR function
enable Don to provide cost-efficient, precise, effective strategies to move your IR processes forward in the
digital era.
Since May 2010, Don has been a frequent speaker and provided consulting services on the topic of mobility.
He has helped executives and companies – public and private – to “think differently” and explore the
opportunities to leverage mobile devices and today’s technologies to move their processes forward. This
has included investor relations information management functions, both internal and with external
stakeholders.
Don’s LinkedIn profile provides further background information
Click/tap here to download PDF overview document of Invenio Advisors
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Don Tomoff, MBA, CPA