10K report done with a powerpoint presentation - For Technical accounting writers only

1. Your final report is due for the peer review by other students on Monday 2/19/18 of Week Seven. Post your initial draft of the SEC 10-K Project Final Report in the SEC 10-K Discussion Section of Week Seven for other students to review. This is NOT Optional – it is a requirement which is part of your participation grade.

2. Your final report is due as an assignment for grading on Monday 2/26/18 of Week Eight.

3. Although you aren’t required to register or use Turnitin, the Turnitin score for verbatim and paraphrasing cannot exceed 30 percent. Points will be deducted for anything beyond 30 percent. Remember – USE YOUR OWN WORDS .

The following information should be included in your final SEC 10K Project report:

· The first page (cover page) includes the name of your company, class name, your name and the professor’s name.

· The final report shall consist of three major sections, (1) the introduction section, (2) the body of the report and (3) the final conclusion section of the report. These three main sections must be numbered with an underlined section title (i.e., 1. Introduction) and centered.

· The introduction paragraph describes which Fortune 500 company you selected. This section should also include a brief summary of what will be discussed in the body of your report.

· The introduction paragraph should also include a basic summarized description of your company's business along with some or all of their product lines and activities, segments or divisions. This introduction section should be no more than two pages.

· The body of the report should discuss the “relevant” information that supports your conclusion in the final “conclusion” section of your final report. This relevant information needs to be from your weekly discussion posts and includes both financial and nonfinancial data. Your comments should be earmarked towards the financial position, results of operation and potential investment for financial institutions, and current and future shareholders. What advice would you give to these two important investors?

· The four required financial statements: Income Statement, Balance Sheet, Statement of Stockholders' Equity and Statement of Cash Flows must be submitted as a separate file.

· The final section of the final report is the conclusion (summary) section. The conclusion section should provide your conclusion as to the overall operation of the company in the past and also your projection of the company’s future. This section is where you go beyond the number crunching of the weekly financial statement ratios and analyze the results of the ratios and express a conclusion as to what they mean in form of potential problem areas, areas that could be improved and strengths of company. For example, liquidity, results of operations, cash flow and market share. You conclusion should concentrate on using accounting terms and concepts that you learned in our Intermediate Accounting class.

· The length of the final report is to be based on the required information listed in this document. Prior final reports have ranged from 7 to 17 pages.

· You need to submit your company’s financial statements as a separate document and attached these statements in your assignment folder for the final report. Do not submit the financial statements in Turnitin.

· It is recommended that you use tables/spreadsheets for your schedules, trend analysis schedule and financial statement ratios.

· The font to use is “Times New Roman.” The size of the font is to be set at 12. The size of 12 pertains to all wording including paragraphs and any headings. The final report is to be single spaced and double spaced between paragraphs. Use 1 inch margins on the left, right, top and bottom of each page. The spacing of the lines must be set at zero and single spaced which is located under the Paragraph tab in MS Word as shown below.

· There shouldn’t be any spelling or grammar errors.

· Citations (references) listed at the end of the report used proper APA guidelines.

· The last page of the final report list your citations (references). The list must include your 10-K reports, and Fortune 500 Listing. There must be at least two more reference listed in addition to these two references. Do not include any information after the references.

· The report cannot simply be copied and pasted from the SEC 10-K report.

· The final report is to include the following trend analysis for a 3-year period:

The following required trend analysis for a 3-year period: 1) sales (revenue), 2) gross profit, 3) net income, 4) accounts receivable and 5)inventory, showing the balances each year, the amount of the increases or decreases and the percent of the increases or decreases. Also, note that this will also require you to schedule the amounts for the three years. NOTE: You cannot use the financial statements for your three year schedule of balances. You must complete your own schedule. For example, if you choose to use a table or excel spreadsheet; the following is an example for sales:

· Provide the gross profit (margin) as a percent of revenues (sales) for a three year period. You do not need to show the changes.

· Provide the inventory turnover in times and number of days to sell for a two year period . You need to use the average inventory for this turnover, not the ending inventory.

For example 2015, if you are completing the inventory turnover for 2015 the formula is: Cost of Goods Sold/(Beginning inventory + Ending inventory)/2. The cost goods sold would come from the 10-K 2015 income statement. The beginning inventory would come from the 10-K 2014 balance sheet. The ending inventory would come from the 10-K 2015 balance sheet.

For example 2014, this inventory turnover will require you to use both the current 2015 and 2014 10-K reports, in other words, you will need to go to the previous 2014 10-K report for the beginning inventory. Using the same formula as that for 2015, the cost of goods sold would come from the 2014 income statement. The beginning inventory would come from the 10-K 2013 balance sheet. The ending inventory would come from the 10-K 2014 balance sheet.