- Regulation FD
- The SEC rule requiring that when an issuer discloses material nonpublic information to securities professionals or shareholders likely to trade on it, the issuer must make that information broadly public — simultaneously if intentional, promptly if inadvertent. It is the single rule that most shapes what a public-company executive may say and to whom.
- Selective disclosure
- Giving material information to some investors or analysts before the market at large — a private call, a hallway remark at a conference, a reply to one analyst's email. The conduct Regulation FD exists to prohibit, and the reason unscripted executive conversations carry legal risk.
- Recognized channel of distribution
- The SEC's position that a company may use social media to disseminate material information under Regulation FD provided investors have been told in advance which channels to watch. Announcing the channel is what makes the channel lawful — using it without notice does not.
- Quiet period
- The self-imposed window before an earnings release, and the statutory window around a securities offering, during which executives stop commenting on financial performance and outlook. It constrains conference appearances, media interviews and posting cadence, so the content calendar must be built around it.
- Forward-looking statements and safe harbour language
- Any statement about future results, plans or expectations rather than historical fact — guidance, targets, roadmap claims, 'we expect' language. Safe harbour is the paired cautionary statement that identifies such statements and the risk factors that could make actual results differ, invoking the Private Securities Litigation Reform Act's protection. Meaningful, specific and current cautionary language earns that protection; a stale boilerplate paragraph may not.
- Material nonpublic information (MNPI)
- Information a reasonable investor would consider important in deciding to buy or sell, that has not been broadly disseminated. Materiality is judged in context, not by size alone, which is why the answer to 'is this material?' is a legal call and not a communications call.
- Insider trading and 10b5-1 plans
- Trading on, or tipping others with, material nonpublic information. A Rule 10b5-1 plan is a pre-arranged written trading plan giving an insider an affirmative defence, subject to cooling-off periods and disclosure requirements. Communications teams need this because a disclosure error can create tipping liability, and because plan adoptions, modifications and executive sales are themselves disclosable and newsworthy.
- Spokesperson designation and authorized spokespeople
- The formal, documented decision about who may speak for the company, on which topics, to which audiences — maintained as a roster pairing each designated spokesperson with approved topics, training status and escalation contacts. An undesignated executive answering a reporter is a compliance gap, not just a message-discipline problem, and the roster is what makes the policy operable at 6pm on a Friday.
- Crisis disclosure obligation
- The point at which an incident becomes material enough that securities law, not just reputation management, governs the response — triggering current-report filing considerations, duty-to-correct analysis and the requirement that the public statement and the filing say the same thing.
- Personal versus corporate account
- Whether an executive's social presence is a personal account or a company channel determines who owns the followers, whether the posts are company disclosure, whether they are subject to retention and review, and what happens on departure. The question most companies answer only after it has already caused a problem.
- Executive positioning and platform
- Positioning is the strategic definition of what a leader is publicly known for — audience, topic, point of view and proof — written before any content is produced. The platform is the durable body of argument, formats and venues through which that positioning is expressed over years, as distinct from a campaign, which has an end date. A platform compounds; a campaign does not.
- Point of view
- A specific, contestable position on an industry question, held by the executive rather than the company. Content without one is corporate messaging with a headshot attached, and audiences read the difference instantly.
- Message architecture
- The structured hierarchy of master narrative, message pillars, supporting proof points and approved language. It is what allows twenty people to communicate consistently without twenty separate approvals.
- Narrative arc
- The through-line connecting a leader's public statements over quarters and years — where the company came from, what it believes is changing, and what it is doing about it. Reporters and analysts track the arc even when the company does not.
- Signature topic
- The single subject an executive owns publicly, narrow enough to be credible and broad enough to sustain years of content. Executives who claim five topics are known for none.
- Earned, owned and social channels
- Earned is coverage a third party chose to publish; owned is the company's own properties; social is the executive's direct-to-audience presence. Each carries different credibility, control and disclosure implications, and a real channel plan assigns messages to the channel that fits them.
- Byline
- An article published under the executive's name in a third-party outlet, usually trade press. Slower and more constrained than owned content, and worth far more because an editor accepted it.
- Op-ed
- An argument-driven opinion piece in a general-interest or business publication, built around a timely news hook and a position the author is willing to defend. Higher bar and higher reward than a trade byline.
- Contributed content
- Articles supplied to publications under a standing contributor arrangement. Volume-friendly and useful for search visibility, but readers and editors discount it relative to a commissioned placement — a distinction worth being honest about with clients.
- Speaking bureau
- An agency that books paid speaking engagements and manages fees, travel and contracting. Useful for reach, but bureau incentives favour bookings over strategic fit, so placement should still be filtered through the positioning document.
- Conference placement
- The deliberate process of getting an executive onto the right stages: tracking calls for papers, writing session abstracts that program committees accept, and choosing events by audience quality rather than attendance count.
- Keynote versus panel
- A keynote gives full control of the narrative and the highlight-reel asset; a panel gives lower effort, shared credibility and the risk of being out-argued. Most programs over-index on panels because they are easier to book.
- Media training
- Structured rehearsal that teaches an executive to deliver key messages under questioning, handle hostility without defensiveness, and stay inside disclosure limits. Perishable — untrained-since-2019 counts as untrained.
- Bridging and blocking
- Bridging acknowledges a question and transitions to the message the spokesperson came to deliver; done well it is invisible, done badly it reads as evasion and becomes the story. Blocking declines a question while giving a credible reason — pending litigation, quiet period, not our information to share. Blocking is the skill that keeps an executive out of trouble during a quiet period.
- On the record, background, off the record
- On the record means quotable by name; background means usable with an agreed attribution such as 'a company spokesperson'; off the record means not publishable at all. The terms must be agreed before the remark, not after, and executives routinely assume otherwise.
- Embargo
- An agreement that a journalist may receive information early but publish only at a set time. Standard for earnings and launches, and worth noting that an embargo is a courtesy convention with no legal force, so the disclosure analysis still applies.
- Exclusive
- Giving one outlet first or sole access to a story in exchange for deeper coverage. Buys depth at the cost of breadth, and at a public company it needs a disclosure check before it is offered.
- Ghostwriting and attribution ethics
- Executive content is routinely drafted by others, which is accepted practice provided the ideas, judgments and approval are genuinely the executive's. The line is between voicing a leader's thinking and inventing it — and increasingly includes whether AI assistance is disclosed.
- LinkedIn executive presence and posting cadence
- The profile, posting behaviour and engagement pattern that constitute a leader's primary public platform for most B2B and public-company audiences — distinct from corporate page management and answerable to the same disclosure rules. Cadence is the sustainable rhythm of frequency, format mix and timing that keeps a leader visible without producing filler; consistency beats volume, and an abandoned account signals more than silence would have.
- Employee advocacy
- Programs that equip employees to share company and executive content through their own networks, multiplying reach through accounts audiences trust more than the brand's. Works when participation is voluntary and the content is worth sharing; fails when posts are scripted.
- Podcast circuit
- A sequenced run of guest appearances on shows an executive's buyers actually listen to, chosen by audience fit rather than download counts. Long-form format rewards executives with a real point of view and exposes those without one.
- Prepared remarks
- The scripted portion of an earnings call, reviewed by legal, IR and communications before delivery. The one executive communication each quarter that is guaranteed to be read closely by every analyst covering the company.
- Q&A preparation
- Building the likely-question bank, drafting approved answers, and rehearsing the unscripted portion of an earnings call or press event. The prepared remarks rarely move a stock; the Q&A does.
- Investor day
- A multi-hour event where the leadership team presents long-term strategy and targets to investors and analysts. High-stakes, heavily rehearsed, and the largest single executive-communications production most public companies run.
- Analyst relations
- Ongoing engagement with sell-side, buy-side and industry analysts — briefings, perception feedback, model support — conducted strictly inside Regulation FD limits. A relationship function, not a broadcast one.
- Share of voice
- An executive's or company's proportion of total conversation in a defined topic and competitive set. Useful as a directional benchmark, misleading when the volume is driven by coverage nobody wanted.
- Sentiment analysis
- Automated classification of coverage and social conversation as positive, negative or neutral. Directionally useful at scale and unreliable on sarcasm, industry jargon and financial context — always read alongside the underlying items.
- Message pull-through
- The share of coverage and conversation that actually carries the company's intended messages. The most honest measure of whether a communications program is working, and harder to game than volume or sentiment.
- Executive equity of the brand
- The portion of a company's reputation that attaches to its leadership rather than its products. It is an asset that raises valuation and recruiting power, and a concentration risk when the leader departs or misfires.
- Succession communications
- The planned sequence for announcing a leadership change across board, employees, investors, customers and press — including the outgoing leader's framing and the incoming leader's first ninety days of public voice.
- Holding statement
- A short, pre-approved first response issued within the first hour of an incident that confirms awareness, expresses appropriate concern and commits to an update, without speculating on cause. Written before the crisis, not during it.
- Dark site
- A pre-built, unpublished crisis web presence — statements, fact sheets, contacts, media assets — that can be made live in minutes. It removes the worst bottleneck in a crisis, which is production, not decision.
- Apology framework
- The structured decision about whether to apologize, for what, and in whose voice — separating acknowledgment of harm from admission of legal liability, and pairing any apology with concrete remedial action. An apology without remedy compounds the damage.
- Reputation risk register
- A maintained inventory of the scenarios most likely to damage the company's standing, each scored for likelihood and impact and assigned an owner, a pre-drafted position and a trigger threshold. The document that converts crisis planning from an annual exercise into a live control.