PowerPoint Requirements

  1. Prepare a brief PowerPoint file of no more than 10 slides (do not exceed) for the SEC-10K Report.
  2. Make sure you include a reference list in APA format.

Report SEC 10-K Requirements

Part I.

You will be asked to select a company that is publicly traded. You must research and secure the SEC 10-K Annual Report for the most recent year. This is often available at the company web site. Or the website for the Securities and Exchange Commission (SEC). Look for “Investor Information” or “Company Information”. Save the file to your computer for easy access in future. There is no need to print as the report is usually 100 pages or more.

Write a paper, single spaced, one- inch margins, 12- point font, with double space between paragraphs.

Your paper should comment on the financial statements for your company as they relate to the information presented in this course. A prescribed format for presenting this paper with additional requirements is available at the end of this document. You MUST adhere to the format provided below; otherwise you will lose points

Take care to avoid academic dishonesty. Write your paper, read it, and edit. Use your own words.

If you choose to include tables from outside sources, portions of the financial statements, etc., they must be in the Appendix and not in the main body of the paper. If you create your own table, you can include them in the body of the paper.

You will also be required to include links to the Income Statement, Balance Sheet and Cash Flow Statement as an attachment to your report.

APA style is required for overall format and for citations unless superseded by other requirements noted in the instructions here.

Ask questions if any of the requirements are unclear

Additional guidance for your paper and resources:

Please include a title page (include your name on the title page)

Include in text citations (business classes use APA format)

Your paper should use one-inch margins on the left, right, top, and bottom of each page, and font set at 12 points.

Take care to comply with the UMUC policy for academic honesty

Write your paper, in your own words, using accounting words from our textbook and explaining how these relate to the financial statements of your company

Your discussion postings related to your company during the semester should assist you in completing this paper

Visit the Accounting Toolbox in the Course Content of our Leo Classroom

The Accounting Toolbox is a constant resource in our UMUC undergraduate accounting courses

Links and explanations to assist you with this paper may appear in this resource

Please make sure you review carefully and ask questions if you have any.

SEE BELOW FOR FORMAT AND ADDITIONAL PROJECT REQUIREMENTS

Draft

SEC Report: 100 points

Name of your Company

Your name:

Course Title and Number

Professor’s Name

THE ABOVE INFORMATION SHOULD BE IN YOUR TITLE PAGE

PAGE 2: This page is the start of the main body of your paper. Your paper must have the section headings in bold and follow the same numbering sequence as below.

  1. Introduction and Company Background Information (minimum ½ page) 5 points.
  1. Discussion on Income Statement (minimum ½ page) 12 points
  2. Discussion on Balance Sheet (minimum ½ page) 12 points

IV. Discussion on Statement of Cash Flows (minimum ½ page) 12 points

V. Ratio Analysis (need a minimum of 4 ratios) 16 points. Computational support must be shown. Alternatively, if you found the ratios on a website, you can use it with the condition that you must cite your source here in this section as well as at the end of the paper along with other citations.

(1) Current Ratio: 1.1

Comments: You must briefly interpret the results in 1-2 sentences.

(2) Accounts Receivable Turnover 2.5

Comments: You must briefly interpret the results in 1-2 sentences

Note: The above ratios were provided for illustrative purposes only. You decide which ratios you wish to use. You must follow the format provided in the sample Costco report to avoid loss of points.

VI. Horizontal Analysis (need a minimum of 4 items-2 from Balance Sheet and 2 from Income Statement) 16 points

Account 2016 2015 Difference $ Difference %

  1. Cash $1,050,000 1,000000 $50,000 5%
  2. Accounts Receivable etc.

Comments: You can briefly interpret the results of each item or comment on all 4 items together. If you choose to comment on each item, your comments must immediately follow each item.

Note: The above accounts were provided for illustrative purposes only. You decide which accounts to analyze. You must follow the format provided in the sample Costco report to avoid loss of points.

VII. Vertical Analysis (need a minimum of 4 items-2 from Balance Sheet and 2 from Income Statement) 16 points

Note: The base accounts Sales or Total Assets or Total Liabilities & Stockholders’ Equity does not count as one of the two items although you need to include the base account used.

Eg. Income Statement

Base: Revenues $5,000,000

CGS $1,000,000/$5,000,000 =20%

Net Income: $2,000,000/$5,000,000=40%

Balance Sheet

Total Assets Base: 10,000,000.

1. Cash 1,000,000/10,000,000 = 10%.

2. Inventory: 2,000,000/10,000,000=20%.

Comments: You can briefly interpret the results of each item or comment on all 4 items together. If you choose to comment on each item, your comments must immediately follow each item.

Note: You must follow the format provided in the sample Costco report to avoid loss of points.

VIII. Conclusion (minimum ½ page) 5 points

IX. References: Minimum of three. 6 points

APA Format

Consult the library website for additional assistance

PS I have attached a sample report on Costco in the Discussion Board and will also email it to all with these instructions for you to get an idea of what the final product should look like.

Part 2. SEC 10-K Power Point Presentation

1. You will also be required to prepare a power point file of 11 slides. The first slide will be the title slide. Each slide excluding the title slide is worth 10 points.

2. Your PPT presentation must represent a cross section of your SEC Report (Word document). Post the power point presentation in the discussion area (Week 6) for peer review by other students. This submission for peer review and commenting on at least one other student’s work will be the basis for your Week 6 Participation grade and it is required that you complete this assignment.

3. After you read the comments you may wish to make changes to your power point file before submitting it in the assignment folder in Week 7.

4. Do not include citations as you will be providing me with them in your SEC report. If you choose to do so, it must be in Slide 12 which is an additional slide you will need to create. However, you will not get any extra points for creating Slide 12. If you mistakenly include citations in Slide 11, you will lose all points associated with that slide which is 10 points.

5. The points noted above are for the PPT submission through Assignment link in Week 7. The basis for points are different when submitting them for peer review in the Discussion Board for Week 6. In Week 6, 25% of the Week 6 Discussion grade is allocated to your reviewing at least one other classmate’s unreviewed work; the balance 75% is allocated to your PPT presentation posted in Week 6 Discussion

6. Ask questions if any of the requirements are unclear.

7. You are required to post comments on the work of at least one other student who does not yet have comments so everyone has at least one set of comments. Do not wait until the last day to post your power point file so everyone has a chance to review the file.

8. Do not cut and paste from your SEC (Word) report.

9. Use visual cues such as color, graphics, bullets, etc. to enhance your presentation.

9. The amount of information contained in each slide should be roughly the same.

10. Do not cut and paste or integrate entire sections of the financial statements in to your presentation. If you do so, you will lose points associated with that slide.

11.Only 1 slide should contain background information about the company. This presentation is for an Accounting course. So, the emphasis of your presentation should be numerical. Present numerical information and explain what the numbers mean. Do not present numbers only.

 
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