seminar 1 x 90 minutes online

earnings call debriefs

Is your company publicly traded? Are you trying to encourage your employees to pay attention to your organization’s quarterly earnings call? Do you see an opportunity to retain talent, by helping employees understand  how your company is performing? If so, we can help.

Co-facilitated by our subject-matter expert and one of your senior leaders (to add industry-specific insight), this program uses chat, polling, and open phone lines to bring participants into a dialogue unlocking a broad view of your company’s performance and strategies. This webinar usually comprises about 70 percent presentation, participant polling, and discussion and 30 percent Q&A.

We prepare and present an analysis of your organization’s financial performance for the last twelve months as well as a five-year trend. We partner with you to identify your key competitors and prepare a side-by-side comparison of financials.

The earnings call debrief also demystifies financial jargon, dives into the kinds of questions asked by financial analysts, and asks participants to consider what institutional investors want to know and how your senior executives answer them.

Check out our accompanying programs, Business Financial Intelligence and Finance for Non-Financial Managers.

Business Financial Intelligence Book formats graphic
Here’s a summary of our EARNINGS CALL DEBRIEFS program. Contact us if you’d like to see a detailed curriculum overview.


What is the fundamental principle that underpins this program?
  • High-potential employees are more engaged when they know how the company is performing.


during the program, participants will …
  • Understand key terms—what they mean and why they are covered on earnings calls.
  • Identify the underlying themes of the analyst Q&A section of the earnings call.
  • See the connection between the work they do and the company’s key metrics.

Behavior & Results

during the program, participants will …
  • Learn to articulate the company’s performance in terms of cash, profit, productivity, and growth.
  • Demonstrate a heightened awareness of how this information connects to their daily work.
  • Be inspired to better understand the benefits of a high stock price.