Team: Case Presentation
Each student will be part of a team and each team will be assigned one case for analysis and presentation to the class. Case analysis and presentation will consist of preparing a written solution to the case and a class presentation.
Team analysis will consist of four parts:
1. Identify main issues (case specific problem). Why is (are) this (these) issue(s) important to the operation of a business? Relate issues to this course. Explain. (paragraph format)
2. Review key information provided in the case. (bullet format with explanatory comments)
3. Summarize key concepts illustrated by the case. Explain why these issues are important to the study of finance. (bullet format with explanatory comments)
4. Answer designated questions.
Written document should:
4 points Identify main issues (case specific problem). Why is (are) this (these) issue(s) important to the operation of a business? Relate issues to this course. Explain. (paragraph format)
2 points Review key information provided in the case. (bullet format with explanatory comments)
4 points Summarize key concepts illustrated by the case. Explain why these issues are important to the study of finance. (bullet format with explanatory comments)
25 points Answer designated questions.
Designated questions are worth 25 points. Questions will earn either “25”, “21”, “18”, or “1”. Grade is a function of:
25 points All questions answered, no errors, thorough analysis, professional document
21 points All questions answered, minor errors, thorough analysis, professional document
18 points All questions answered limited errors, limited analysis, and minimum document errors.
1 point Incomplete document, major errors, poorly prepared document
Written solution requires Parts 1, 2 and 3 be typed and should not exceed two pages (single spaced). Narrative answers to designated questions (part 4) are to be typed. When answering questions, type and number questions in bold font and answers in regular font (use single space for both). Case should include a title page with your names, the course and course number and case title. The title page should also include a statement indicating the case was completed without assistance. (All team members should sign this statement). When preparing the document use only one font style, apply consistent margins and comply with formatting requirements. A professional document is expected. Discussion and presentation should include use of PowerPoint software and Excel if necessary.
One class session prior to the scheduled presentation date, submit a professionally labeled folder including, (1) title page, (2) one hard copy of the paper, (3) a hard copy of the PowerPoint presentation (outline format), (4) a hard copy of the Excel spreadsheets and (5) an electronic filecontaining all of the above. Most cases have charts and statements which require the use of Excel. All will be returned after grading.
A thorough analysis will…
1) Provide a complete and in-depth answer to question or questions.
2) Answer all parts of a multi-part question.
3) Include necessary charts, graphs, and tables to aid analysis and support answer or answers.
A professional document will…
1) Be submitted in proper format. (Cover sheet and clear plastic folder)
2) Be prepared as if it was for a board of directors meeting. (Key points are easy to find and understand).
3) Use a comma to separate 000’s when reporting numbers. (1,000, not 1000)
4) Use two decimals when calculating ratios or preparing common size statements. (Current ratio equals 2.64x not 3x or net profit margin equals 6.87%, not 7%).
5) Present data over multiple time periods, or compared to industry information. (Numbers must be presented in context).
6) Remove cell lines from all statements.
7) Use the dollar sign when reporting dollars; it is not necessary to use cents.
8) Appropriately label all information (don’t make the reader guess). Avoid over labeling…label columns when possible, not individual cells.
9) Align decimals when preparing financial statements. (Right-justify columns of numbers)
10) Organize spreadsheets to get a complete statement on one page when printed (shrink to fit, but don’t over-shrink). The smallest size is about 70%. Remember it needs to be readable. If you cannot fit the statements on one page…redesign it!
11) Be consistent in use of font. (Same for paper as tables, schedules and appendices).
12) Be organized to allow easy reading. Use text effects (Boldface, italics, color, etc.) to highlight significant numbers and create distinctions between different types of information, but don’t overuse!
13) Be consistent in when reporting multi-period data. (Avoid presenting some reports in forward 2012, 2013, 2014 and some in reverse chronological order 2014, 2013, 2012).
14) Have a left margin of at least one inch. (Since the document will be in a clear plastic folder).
15) Use portrait page layout. (Whenever possible).
16) Use tables and include them in the main portion of the paper when discussing/analyzing numbers.
17) Be proofed for spelling and grammar errors.
18) Be edited to ensure consistency of information. (If the current ratio is reported as 2.64x on one page it should also be 2.64x on another page).
19) Be edited to ensure the balance sheet balances.
20) Use underlines on statements. (Underlines are appropriate when numbers are totaled or netted).
21) Use double underline only for net income on the income statement and total assets and total liabilities and equity on the balance sheet.
22) When comparing actual vs. pro forma statements place both statements on the same page.
23) Use white space to help the class organize and understand the information.
An effective oral presentation will….
1) Indicate an understanding of the numbers and their origin. (Don’t act as if you are seeing the numbers for the first time).
2) Recognize the space limitation of PowerPoint. It is difficult to get a complete income statement of balance sheet on one PowerPoint slide without summarization, but no do not summarize key information.
3) Involve the class. Solicit feedback aggressively.
4) Indicate an understanding of the key case issues.
5) Not involve reading the presentation. (See #1 and #4)
Presentation Case Evaluation
Content Points Possible Points Earned
Identify main issues (case specific problem). Why is (are) this (these) issue(s) important to the operation of a business? Explain.
4
Review key information provided in the case. 2
Summarize key concepts illustrated by the case. 4
Answered designated questions. 25
Content Total 35
Presentation
Completeness and/or correctness in addressing topic/solving issue or problem – to include appropriate documentation/referencing, relevancy, currency, etc. 5
Organization, i.e., logical order of presentation. 4
Poise, confidence, and professionalism in presenting – to include interest and enthusiasm. 3
Quality of visual aids, handouts, PowerPoint, etc. 4
Ability to hold interest and involve audience – to include appropriate techniques for responding to questions. 4
Presentation Total 20
Assignment Total 55
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Case Assignments
Spring 2015 Cases (5 teams) Presenters Source
Case 1: Signal Cable Company – Cash Flow Analysis Instructor Text
St. Louis Chemical: Performance Evaluation All Moodle
St. Louis Chemical: (the Start Up): Financial Forecasting All Moodle
Classic Case: Cost of Capital _Silicon Valley Medical Technologies All Moodle
Southern Cola: Capital Budgeting All Moodle
Missouri Solvents: Managing Cash Instructor Moodle
Stonebridge Country Club: Cash Budget All Moodle