Healthcare bank loan analysis

profilekim roy
file-421045681-421045681_Analysis_41723165435938132.docx

· Review four these four 4 presentations separately

· Respond from the perspective of being the loan officer. If you were an employee of the organization, what concerns would you have? Why?

· What questions do you have after viewing this presentation?

· Based on the rubric, what grade would you give this presentation coming from the standpoint of a loan officer? Why?

1. https://youtu.be/l1rufzawX6c

2. https://youtu.be/lYFS63Uso4E

3. https://youtu.be/aoDmNOW4MFA

4. https://youtu.be/E4HezAWUx-I

Presentation of Financial Statement Rubric

Presentation of Financial Statement Rubric – 100 Points

Criteria

Exceeds Expectations

Meets Expectations

Needs Improvement

Inadequate

Total Points

Reviews highlights of what the entity does and its related organizations. Reviews highlights of the balance sheet, statement of operations and statement of cash flows

Shows full command of material 25 points

Shows good command of material 22 points

Has some command of material 19 points

Does not demonstrate adequate command of material 17 points

25

Tells the story through the use of horizontal analysis, vertical analysis and ratios. Shows understanding of the notes to the financial statements by summarizing some key points or answering questions

Shows full command of material 30 points

Shows good command of material 26 points

Has some command of material 23 points

Does not demonstrate adequate command of material 20 points

30

Provides the point of view of the CFO to the Board, a loan officer and the point of view of the community or public

Shows full command of material 25 points

Shows good command of material 22 points

Has some command of material 19 points

Does not demonstrate adequate command of material 17 points

25

resentation preparedness and style—uses powerpoint, easily readable, speaks clearly, engages classmates.

Shows full command of material 20 points

Shows good command of material 17 points

Has some command of material 15 points

Does not demonstrate adequate command of material 13 points

20

Total Points

100