NIRI Seattle 2004 Investor Communications Awards Gala

1
NIRI Seattle 2004 Investor Communications
Awards Gala
2
awards program

• Introductions and Special Thanks
• Stacie Byars, President
• Gold Sponsor
• Scott Evans, ColorGraphics
• Judges
• Gold Sponsor
• Allen Woodard, Woodard and Company
• Keynote Speaker Presentation
• Bill Cahan, Cahan Associates

3

• Awards Presentation
• Investor Relations Web Sites
• Best Investor Relations Web Site
• Annual Reports (Print and Online)
• Best Letter and Narrative/Annual Report
• Best Financials/Annual Report
• Best Design/Print Annual Report
• Best Design/Online Annual Report
• Best Small Cap Annual Report (250 mil or less)
• Best Mid Cap Annual Report (251999 million)
• Best Large Cap/Annual Report (1 billion or more)
• Best of Show/Annual Report

4

• Closing Remarks

5
board members for 20032004 program year

• Stacie Byars, Captaris President
• Jennifer Cloud, Methodologie VP Programs
• Bruce Amundson, Weyerhauser VP Treasurer
• Kim Falcon, Graphica VP Communications
• Millicent Stoll, PR Newswire VP Membership

6
introducing

• Board Members for 20042005
• Program Year
• Jennifer Cloud, Methodologie President
• Bruce Amundson, Weyerhaeuser President-Elect
• Anne Bugge, EVC Group VP Programs
• Allen Woodard, Woodard and Co. VP Treasurer
• Hélène Jaillet, HF Jaillet Assoc. VP
  Communications
• Trina Smith, Starbucks VP Membership

7
special thanks

• Awards Contest and Gala Event Committee
• Chair Allen Woodard, Woodard and Co.
• Project Manager Jan Woodard, Woodard and Co.
• Anne Bugge, EVC Group
• Leah Grant, Cell Therapeutics
• Hélène Jaillet, HF Jaillet Assoc.
• Justin Osmer, LeonhardtFitch
• Kurt Schlatter, LeonhardtFitch

8
(No Transcript)
9

• Silver Level (continued)
• K/P Corporation
• Methodologie
• Rocket Dog
• Shareholder.com
• Bronze Level
• Thomson Financial

10
gold sponsor

• Scott Evans
• ColorGraphics

11
contest judges

• Letter and Narrative/Annual Report
• Rami Grunbaum, The Seattle Times
• Financials/Annual Report
• Greg Eisen, Safeco Asset Management
• Design/Online Annual Report
• Elaine Heller, SSFA, Coldstream Capital
  Management
• Investor Relations Web Site
• Jamelah Leddy, McAdams Wright Ragen
• Design/Print Annual Report
• Bill Cahan, Cahan Associates

12
gold sponsor

• Allen Woodard
• Woodard and Company

13
Bill CahanCahan Associates

• Keynote speaker

14
NIRI Seattle 2004 Investor Communications Awards

• Jennifer Cloud // VP, Programs

15
award categories

• Investor Relations Web Sites
• Best Investor Relations Web Site
• Annual Reports (Print and Online)
• Best Letter and Narrative/Annual Report
• Best Financials/Annual Report
• Best Design/Print Annual Report
• Best Design/Online Annual Report
• Best Small Cap Annual Report (250 mil or less)
• Best Mid Cap Annual Report (251999 million)
• Best Large Cap/Annual Report (1 billion or more)
• Best of Show/Annual Report

16
role of the judges

• Review each entry against specific criteria for
  each award category
• Rank criteria on 16 scale
• Provide comments and insights
• Work together to select AR Best of Show
• Winners in all other categories automatically
  tabulated by Web-based judging system

17
entries

• 29 entries received, representing 25 companies
• Company or consultants involved in creation or
  production based in Pacific Northwest
• Design and/or production executed within May
  2003April 2004 eligibility time frame
• Broad range of industries represented
• Biotechnology
• Financial
• Technology
• Utilities

18
Investor RelationsWeb Site
19
Investor Relations Web Site
20
category entries

• Starbucks Corporation
• Washington Mutual

21
judging criteria

• Accessibility of IR page from company homepage
• Overall look/ease of use
• Availability of company overview/profile
• Link to management team/BOD bios
• Link to SEC filings
• Identification of major shareholders
• Link to current/past annual reports
• Link to proxy statements
• Utility of stock price data
• Availability of shareholder presentations for
  prior 2 quarters
• Link to press releases
• Financial statements/available in spreadsheet
  form
• IR contact information readily available
• Availability of email alerts for releases,
  webcasts, other

22
Best Investor Relations Web Site
Jamelah Leddy, Coldstream Capital Management
23
Washington Mutual

• Credits Internal Web Team

24
(No Transcript)
25
Annual Reports Print/Online
26
category entries

• Avista Corporation
• ATT Wireless
• Captaris
• Cascade Financial Corporation
• Cascade Natural Gas Corporation
• Cell Therapeutics, Inc.
• Charter Financial Corporation
• Corixa Corporation
• Cray, Inc.
• Evergreen Bancorp, Inc.
• EverTrust Financial Group

27

• Microsoft Corporation
• NeoRx Corporation
• Nextel Partners
• PEMCO Corporation
• Plum Creek
• Pope Resources
• Safeco
• Seattle Genetics
• Sonus Pharmaceuticals
• Univar
• Washington Mutual
• Weyerhaeuser Company
• Willis Lease Finance Corporation

28
Letter and Narrative/Annual Report
29
judging criteria

• Articulation of strategic intent/growth
  plans/vision
• Connects past and present performance
• Articulation of current market/industry issues
• Articulation of market position/competitive
  environment
• Content is clear to layperson
• Logical progression of information
• Makes a good case for investment in company

30
Best Letter and Narrative/Annual Report
Rami Grunbaum, The Seattle Times
31
Safeco

• Designer Methodologie and
• Hornall Anderson Design Works
• Writer Multiple
• Photographer Don Mason

32
(No Transcript)
33
(No Transcript)
34
Financials/Annual Report
35
judging criteria

• Inclusion of summary financial highlights,
  including previous years
• Adequate description of risk and other factors
  that may materially impact financial performance
• Articulation of reasons/events that have caused
  financial performance presented
• Diagrams/charts add clarity
• Utility of financial information
  format/presentation

36
Best Financials/Annual Report
Greg Eisen, Safeco Asset Management
37
Safeco
Designer Methodologie and Hornall Anderson
Design Works Writer Multiple Photographer Don
Mason
38
(No Transcript)
39
(No Transcript)
40
Annual Reports Design/Print
41
judging criteria

• Design/theme supports and reflects company
  strategies
• Compatibility with online version, if applicable
• Organization of content
• Graphic design, physical form, and messaging work
  together to create strong presentation
• Attractive, distinctive, compelling image of
  company presented by report
• Noteworthiness of theme concept and execution
• User-friendliness (legibility, logical format,
  etc)

42
Best Design/Print Annual Report
Bill Cahan, Cahan Associates
43
Cell Therapeutics, Inc.

• Designer LeonhardtFitch, Marcela Barrientos
• Writer Devin Liddell
• Photographer Young Lee

44
(No Transcript)
45
Best Design/Online Annual Report
46
judging criteria

• Design/theme supports and reflects company
  strategies
• Compatibility with print version, if applicable
• Organization of content
• Graphic design and messaging work together to
  create strong presentation
• Attractive, distinctive, compelling image of
  company presented by report
• Noteworthiness of theme concept and execution
• Accessibility
• Interactive capabilities
• User-friendliness of interface and functionality
• Easy to read/legibility
• Ability to download sections of report
• Printing (ease of printing, legibility of printed
  copy)

47
Best Design/Online Annual Report
Elaine Heller, SSFA, Coldstream Capital
Management
48
Washington Mutual

• Designer Methodologie
• Writer Karla Olson
• Photographer Keith Brofsky

49
(No Transcript)
50
Best Small Cap/Annual Report
51
Cascade Natural Gas Corporation

• Designer Graphica, Lori King
• Writer Kevin Jones
• Photographer Kevin Cruff

52
(No Transcript)
53
Best Mid Cap/Annual Report
54
Univar USA

• Designer LeonhardtFitch, Marcela Barrientos
• Writer Univar
• Photographer Misha Gravenor

55
(No Transcript)
56
Best Large Cap/Annual Report
57
Safeco

• Designer Methodologie and
• Hornall Anderson Design Works
• Writer Multiple
• Photographer Don Mason

58
(No Transcript)
59
Best of Show/Annual Report
60
Safeco
Designer Methodologie and Hornall Anderson
Design Works Writer Multiple Photographer Don
Mason
61
(No Transcript)
62

• Closing Remarks