Professional Documents
Culture Documents
Due
Date
Assignment
Discussion
Board
Feb 12th
Capital Investments
Using the same company
from Weeks 1 & 2 (or a new
company in your
discussion):
Has the
company increased
production, made a
significant capital
investment (i.e.
purchased new
equipment or
implemented new
computer systems) in
the most recent fiscal
cycle?
What analysis
might they have
performed and how do
you think the decision
was made?
Considering
their cash position and
bottom line, do you think
this was the correct
decision? Provide
specific examples in
your response.
Feb 17th
Budget Processes
Compare and contrast the
budget and forecast
processes. Discuss the
following:
Is there a
better way to measure
success?
What are
some shortcomings to
What are
some ways to make
certain that estimates
are relevant?
Feb 22nd
Sustainability Reporting
You have just been announced as the
Head of Corporate Social Responsibility
and Sustainability for a large public
company. Using the currently published
Sustainability Report and Global
Guidelines, analyze the work your
company has already accomplished,
strengths/weaknesses/gaps to the global
guidelines What still needs to be done?
Write an executive summary reporting
your analysis and the work you will do in
the next year to improve upon the current
strategies and reporting.
Sustainability Reporting
Research
In the Company you have
been analyzing, search to
see if you are able to find a
Corporate Sustainability
Report. If you are able to
find one, use that as your
base for answering the
Discussion Board Questions.
If not, go to the GRI website,
and select a different CSR.
Is the
company using the GRI
Framework?
Provide a brief
analysis on the topics
covered in the report.
Do you feel that they
have addressed all CSR
aspects relevant to the
company? Why or why
not?
What opportunities do you
see for auditors and
consultants in this area?
Feb 27th
Internal Controls
You have been asked to join
the board of a large
corporation. What are some
of the first questions that
you should ask and what are
the expected answers you
should receive?
Sarbanes/Oxley 10 Years
Later
In the video The Sarbanes
Oxley Act - The First
Decade", between minutes
34- 50, there is a discussion
about internal controls, the
impact on organizations.
Mar 2nd
Presentation requirements (team project) COMCAST COMPNAY- DUE DATE Feb 18th
The goal of this project is to complete a comprehensive analysis of a publicly traded company.
By completing this project you will have mastered financial reporting at a sufficient level to step
into any role in an organization. You will have the opportunity to share what you have learned
about your chosen company and to educate the rest of the class with your findings and your
analysis.
What we will be looking for as you present your projects:
1. Completeness. Do not leave anything out that is required.
2. Logical conclusions based on your analysis. For instance, what conclusions can you
draw from a companys financial statements if the company is more heavily financed by
non-owners than by owners. Considering the other factors youve discovered about this
company, what might you predict for the future of this company?
The main purpose a stakeholder has in analyzing a company is to gauge the profitability of the
company and to determine the likelihood that the company will sustain this position, grow or
decline. The financial statements, the notes to the financial statements, the annual report, the
press, etc give us clues to help make these predictions. Here, you are not required to calculate
the metrics. You are required to explain what the metrics attempt to measure, and what the
metrics tell us about the company.
Reminder: It is very important to label all numbers with dollar signs ($) or percent signs (%) as
necessary. Also, label dollar amounts as billions ($B) or millions ($M) as needed.
Project requirements:
1. Create a PowerPoint or Prezi presentation that addresses the following:
a. Introduce yourselves. Leave it blank
Indicate the:
o Companys names (see Morningstar Quote page)
o Ticker symbol (see Morningstar Quote page)
o Industry (see Morningstar Quote page)
o Sector (see Morningstar Quote page)
o State or other jurisdiction of incorporation (first page of 10-k)
o Name of stock exchange registered (first page of 10-k)
o Who provide the audit? Were any concerns raised regarding either the
financial statements or internal controls? (Audit reports)
o List principal segments of business (See the 10-K, Item 1. Business) and
verbally describe these.
o List and discuss the most popular products or services provided by your
chosen company.
o Any major competitors. (Morningstar.com, Quote Page Industry Peers)
c. Describe the competitive environment in which your chosen company operates. Using
information available to you (annual reports, online sites, media outlets), assess your
companys business landscape using either Porters Five Forces or a SWOT analysis.
Using the 10-K: Risk Factors, Legal Proceedings, Management Discussion and Analysis:
Describe any opportunities, growth prospects, new products or services, new markets,
issues with competitors, market share, business risks, litigation, problems, restructurings,
layoffs, funding problems related to pensions or retiree health care benefits, or any major
issue or situation confronting the company that is described in the above sections of the
10K SEC filing.
d. Include accounting basics:
3 years
5 years
Sales
EPS
Dividend
Industry
h. Profitability Ratios
Company
Industry Ave
i. Efficiency Ratios
Company
Industry Ave
Industry Ave
Choose a video clip for your company. Introduce the clip tying the content to
your analysis if possible. The clip should be no longer than 3-4 minutes.
l. Overall conclusions:
Would you want to invest a portion of your retirement funds in your chosen
company? Would you invest in this company? Why or why not?