finance presentation EXCEL WORD included.

· The list can be posted to Blackboard where all team members will have access – this lets team members know what they are responsible for doing by

when and helps me determine individual contribution should it become an issue

· The list should be reviewed and updated at each meeting

· The agenda templates in Word and the website listed above provide possible formats

Expectations (Requirements)

· Presentation Content

· Key Recommendations

· Briefly discuss top level DuPont Analysis

 This includes ROE and the areas of the firm that impact it

· NPM – operating efficiency

· TAT – asset management

· EM – financial leverage/capital structure

 Where is Johnson and Johnson strong or weak relative to the benchmark companies

 Remember that our goal is to make recommendations in the three major areas of the firm to improve ROE

· You do NOT have to make recommendations in an area if they are already strong in that area

· If you feel they are strong in all areas – then choose the weakest to focus on

 ROE itself (or profitability) is not an area of strength or weakness in this analysis – focus on the three areas of the firm that impact ROE

· Drill down

 Within each area, what are the more specific things that are strengths and weaknesses, e.g. under asset management you might discuss ways to improve the firm’s cash cycle if it tends to be high relative to competitors

 Your focus should be more on the weaknesses – you only have 10-­‐12 minutes and the bulk of your time should be spent on what needs to be improved and how you propose to do that

 Provide specific recommendations – reduce the level of inventory is not specific, what steps can the firm take to reduce the level of inventory

· Be sure to look at the MD&A, especially in the most recent 10-­‐k so that you can see what the firm is already planning – you will need to look at the actual filings, not the interactive area

· You should be looking at these documents for all of the companies – you are trying to determine what the competitors are doing well that Johnson and Johnson may be able to emulate or what the companies are doing poorly that Johnson and Johnson wants to avoid

· Also look at news stories and recent filings other than the 10-­‐k that discuss things that Johnson and Johnson may be doing already

· You do not want to recommend to the controller and other members of the board that they implement something that the company is already doing

· Presentation Time & Slide Tips

· All members of the team must present and should be about evenly distributed either by time or content – you need to practice so that transitions between team members are smooth and everyone knows what they are supposed to say

· Don’t stand there and read the slides or your notes – you need to present with confidence

· Everyone should wear professional attire – you are presenting to the C-­‐Suite of a large corporation, dress appropriately

· Don’t overload slides with information

· If you present tables – highlight the section you are talking about

· DON’T present every ratio from the spreadsheet on one table – choose the ones that are most important to present and then divide into multiple slides in a way that fits the organization of your presentation

· Graphs/Figures may be more informative than tables in many situations

· Be sure to properly label all tables and graphs/figures based on APA guidelines

· Pictures/graphics may help you get your point across

· Provide citations where needed – including for any pictures/graphics that you use from the Internet

· Your team has between 10 and 12 minutes – you should be within that range, I will stop you at 12 minutes

· Team Evaluation

· Each team member should complete the team evaluation form posted on Blackboard

· Failure to complete this form will remove the possibility of bonus points related to teamwork

Assessment

· Presentations will be evaluated by me and possibly guest evaluators -­‐ I will evaluate individual and group presentations – see the rubrics provided at the end of this assignment

· Presentations may be video taped if it can be arranged

Course Learning Objectives:

This assignment helps support the course learning objectives related to completing a Du Pont Analysis (1) and communication (8).

Grading Rubric – Individual

Grading Rubric -­‐ Group