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Shareholders Meeting Instructions PowerPoint PPT Presentation


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Shareholders Meeting Instructions. General Information. Purpose Present what strategies were used during simulation Last year financial results what you learned from the simulation Location Room 009 (video labs) Will be by lab section 2 teams per session. Presentation Overview.

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Shareholders Meeting Instructions

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Shareholders meeting instructions l.jpg

Shareholders Meeting Instructions


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General Information

  • Purpose

    • Present what strategies were used during simulation

    • Last year financial results

    • what you learned from the simulation

  • Location

    • Room 009 (video labs)

    • Will be by lab section

    • 2 teams per session


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Presentation Overview

  • 15-20 Minute time frame

  • The year reported on is the round 8 year

  • Two parts

    • The shareholder report part

    • The ‘what I learned’ part

  • Must turn in a complete written annual report and a copy of the slides.

  • You may give handouts to the ‘shareholders’ (other class members) if you desire, but not required


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Presentation Requirements

  • Introduction of Management Team

  • Outline of presentation

  • Company Overview

  • Strategies

    • Mission statement and Corporate Strategy

    • Business

    • Functional

  • Financial Highlights (explain what they tell us)

    • Profitability Ratios

    • Liquidity Ratios

    • Equity Ratios

    • Must use industry stats along with company stats

    • Must present performance measures; may add other positive financials as desired

  • Conclusion/Wrap Up of pertinent information

  • Plans for the Future

  • Lessons Learned


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Report Requirements

  • Overall Length - 10-15 pages

  • Content should mirror presentation

    • Cover Page

    • Table of Contents

    • Letter to the Shareholders - 1 page

    • Company Profile

    • Strategy (Mission, Corporate, Business, Functional)

    • Financial Highlights (Profitability Ratios, Liquidity Ratios, Equity Ratios; include industry stats as in presentation)

    • Plans for the Future

    • Lessons Learned


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Report Requirements (cont)

  • Format-Business style writing

    • Times New Roman font, 12 pt., 1 inch margins

    • Single-space paragraphs

    • Double-space between paragraphs and after headers

    • Section headers in bold; sub-headers italicized

    • All type should be left justified; no indentation on paragraphs

    • Printed report should be bound

  • Watch paragraph lengths, grammar, spelling

  • Consistent formatting throughout

  • Use charts, graphs, images and bullets; be creative but professional; graphs should not be to big


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Resources for Help

  • Dr. Adams website has

    • Shareholder’s Meeting Instructions

    • Grading Criteria

    • Grading Sheet

  • My webspace (www.auburn.edu/~cbf0002)

    • These slides

    • Copy of UPS shareholder report and 10K

  • In my office

    • Office hours

    • Samples of quality reports

    • We will view examples of presentations


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Misc. Notes

  • Formal business attire (shirt and tie for guys, business attire for ladies)

  • Work out the rotation of presenters in advance. Go to room 009 and see the layout so you know where to stand.


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Due Dates

  • 4/10/08 Presentations by

    • Erie

    • Ferris

  • 4/17/08 Presentations by

    • Chester

    • Digby

    • ALL WRITTEN REPORTS DUE THIS DAY IN LAB!

  • 4/24/08 Presentations by

    • Andrews

    • Baldwin


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