Paper , Order, or Assignment Requirements

Scenario

You are a first year staff person working with a multidiscipline team to report on a potential company your firm is considering to invest in. The president of your company will review your team’s written report. As the financial accounting expert on the team, your part of the project is to research, analyze, and report on components related to financial statements, footnotes, and background information. You must report on your analysis in a way that your non-accounting team members and your firm’s president will understand.

The team is considering this to be a professional paper and has stated that bullet points, graphs and tables are not to be utilized.  In addition, the president of your company is looking for the insight and expertise of his team and does not “want to pay for you to cut and paste other people’s work.”  You are to keep direct citations to a minimum.  Your report must include a conclusion that determines whether or not your firm’s investment in this company’s stock is a good move for your firm.

Your Task

You will be assigned a specific company to research and a footnote topic from that company’s financial statements.

1. Research
2. SEC filings related to your assigned company and earnings call and

   Identify information that might indicate potential risks or success.

3. FASB ASC Codification and

   Apply information to a company footnote.

4. Company’s most recent 10K, proxy statement, subsequent 10-Qs and 8-Ks for the last 6 months, and news articles and

   Explain key business events that relate to the filings.

5. Complete the company information table.
6.  Write a 3 to 5-page narrative on your findings. See the Step-by-Step Guidelines (page 4).

   (The cover page, company information table, reference page, and appendix are not included in the 3 to 5-page narrative length. Narratives greater or less than the 3 to 5 page limit will receive a deduction of 10 points per page.)