Asking an investor what makes a good annual report is like asking somebody what makes a good pizza. Some enjoy the simplicity of a thin, crispy crust topped with only tomato sauce and cheese. Others prefer thick-crusted varieties capable of supporting a shopping-cart load of toppings.
What’s the secret sauce for annual reports? Like good pizza, it usually boils down to keeping things simple. As Leonardo da Vinci proclaimed, “Simplicity is the ultimate sophistication.” I’m not sure what Leonardo would say about annual reports, but keeping them simple these days is a challenge. Read More

Client’s annual report garners marketing award
How big can we dream? That was the question First Calgary Financial used to underpin the theme for its 2010 annual report. Significantly, it was also a question embedded in the credit union’s new strategic plan.
The annual report theme was selected to help stakeholders understand the organization’s direction and bring to life operational and sustainability achievements in 2010 through a series of stories. Among these was the experience of a young business member who had a dream to build an upscale tattoo studio featuring the work of classically trained artists. Not exactly the type of business you’d expect a financial organization to use to portray how it operates, but then First Calgary Financial doesn’t do business as usual. Read More »