POWERPOINT  

You are a management trainee hired to investigate a Forbes 500 company.  You will need to follow specific instructions to complete each section of the report and answer a series of questions in each section about your company.  You may not directly cut/past all information from a website.  If you quote material, then you must cite it properly or face consequences of plagiarism.  If you cut/paste information without proper quotation and citation, then you will be subject to failing the paper and at least deduction of points.  I would be careful which information you quote.

The project is worth 220 points.  A reference slide (1 or 2) at the end of the report should indicate where you sourced the information for the report using APA format for citations and references. 

This presentation must be professional and use correct grammar and spelling.

Technical Requirements

Missing the due date is not acceptable.

REPORT WEBSITES

Yahoo Finance – www.yahoo.com

Business & Company Resources – http://galenet.galegroup.com/servlet/BCRC?locID=morrisville&finalAuth=true

MSN Money – http://moneycentral.msn.com/home.asp

Securities and Exchange Commission – http://www.sec.gov/

Fortune 500 – http://money.cnn.com/magazines/fortune/

New York Stock Exchange – http://www.nyse.com/

Introduction Slide

COMPANY NAME

Your Name, Analyst

Spring 2022

Dr. Scalzo

BSAD 100-HF1

May 9, 2022

Company History

• The company history should be no more than 1-3 slides and should include company history, founder, founding city, the founding date of company, and current headquarters.  This section should include a history of the company from its founding through 2021 with important point.  

Current Events

• This section may include mergers and/or acquisitions, divestitures, reorganizations, downsizing/layoffs, opening of new plants, etc.  The event summary should include a description of the event and impact of the event on the company.  Each event should be single spaced with double spacing between each event and should have references associated with each section that was retrieved out of a book, magazine or website. 

This section should contain at least two (2) events that affected the company over the last 1-2 years or as many events that occurred in the last two years up to 5 events (bonus points after 2 events).  Each event should be a synopsis of the event and summarized in 1-3 sentences with one sentence describing the story and one sentence noting the impact on the company.

• SAMPLE CURRENT EVENT WRITEUP

(2/2/19) The company issued $150MM in 10-year debt securities at 6.25% under a $400MM shelf registration. This borrowing will repay commercial paper credit lines originally used for various acquisitions.

• Business Structure

Summarize the following information in no more than 2 slides: 

• 1.What type of ownership structure does your company have?  What are some advantages and disadvantages of this type of ownership?

2.Select the most recent merger from the 10K or news. What was the impact on the company? 

• 3.Where does your company rank based on profits and sales on the most recent Fortune 500 report?

Management

In this section, you should summarize the following information in no more than four to six (4-6) slides: 

1.What is the vision and mission statement of your company?

2.Summarize the background on the CEO, CFO and one other executive of the company in three separate bullet points.

3.What is the total compensation for each executive listed in #2 (i.e. salary, bonus, and stock options)?  Please provide a breakdown of the compensation by each component.

4.What benefits does your company offer to its employees?

5.List 5 jobs that are currently open at your company.

Operations

Summarize the following information in 1 or 2 slides: 

1.Is your company a service provider or manufacturer?

2.Where are some of the company locations (i.e. countries and states)?

3.What products or services does the company produce or sell?

4.What is the breakdown in dollars and percentage of sales for each product category?

Market / Industry

Summarize the following information in 1 or 2 slides: 

1.What are some of the brand names associated with the company?

2.Does this business sell mainly to other businesses or to individuals? Show your proof!

3.Where do 1-2 of the company’s products rank in their respective industries?

4.What is the Standard Industrial Classification (SIC) or North American Industry Classification number (NAICS) for your company? 

Financial Results

You should complete 1 slide for each table and observations trends or major changes in each table that includes the three most recent years.  When you are finished, you should have five slides with a few bullet points for the trends and major changes.   

NOTE: The analysis should include a discussion of the trends and changes in results shown in the table of the most recent three years as well as the largest contributor to current assets and current liability.

NOTE: The analysis should include a discussion of the trends and changes in results shown in the table of the three most recent years as well as the largest contributor to current assets and current liability.

NOTE: Describe trends in numbers and the largest contributor to total equity of the three most recent years.

NOTE: Describe trends in numbers and the largest contributor in each cash flow area of the most recent three years.