Healthcare bank loan analysis
· 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
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Presentation of Financial Statement Rubric – 100 Points |
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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 |