2024 – Report SEC 10 K Instructions Overview As an analyst for a large U S multinational corporation you are assigned to

  

Report SEC 10-K

Instructions

Overview

As an analyst for a large U.S. multinational corporation, you are assigned to examine a possible acquisition candidate, completing an initial search and review.  Your supervisor is a member of the Controller’s team.  The Controller reports directly to the Chief Financial Officer (CFO). Your work may be presented to a variety of audiences, so professionalism is essential in all deliverables you create. As you are reviewing historical financial statements you cannot conclude if this company is a good investment.

1. Select      a publically traded company from the Fortune 500 list.
2. The      company must have Accounts Receivable and Inventory. You must select a      retail or manufacturing company.
3. You      must research and secure the SEC 10-K Annual Report for the most recent      year by visiting and searching the SEC EDGAR      system. An alternative path to accessing and downloading the most      current 10-K is through the company’s Investor Relations webpage.
4. Save      the 10-K document to your computer for access. Please do not print this      file as the report is usually 100 pages or more.
5. Use      the selected company in the discussion postings throughout the semester.      The discussion questions are designed to help you build content for your      report and presentation.

Report Requirements

Report Content 

1. Post      the name of your desired company in the Week 1 SEC 10-K Project discussion      for your instructor’s approval. Your post must answer all parts of the      discussion.
2. Each      student must select a different company, so read the company names      selected by classmates. The company must be a publically traded      company from the Fortune 500 list.
3. Your      report should comment on the financial statements for your company as they      relate to the information presented through Week 5 material for this      class, including the notes to the financial statements.
4. Do not      consider the material from Weeks 7 and 8 in your report.
5. The      report must be submitted after Week 5 material on      Cost-Volume-Profit Analysis.

Report Layout

1. Write      a minimum of a 3-page ( a full-page typically has at least 500 words)      report, single-spaced, one-inch margins, 12-point font, with a double      space between paragraphs. This page requirement includes data      visualization (charts and graphs) that you create.
2. Page      count does not include a title page, tables and exhibits, and reference      list.
3. Include      a title page (include your name on the title page). The report must      include headings such as Accounts Receivable and Inventory (topics from      the textbook); other examples would be Income Statement, Balance Sheet,      Statement of Cash Flows, and the Statement of Shareholders’ Equity.
4. Include      a brief introduction of your company as well as a conclusion/summary at      the end. The majority of your report should include accounting topics in      weeks one through five.
5. You      must include the Income Statement, Balance Sheet, Statement of Cash Flows,      and the Statement of Shareholders’ Equity in your report. You can copy      directly from the SEC 10-K Report. The statements are not included in the      page count.
6. APA      style is required for citations and a reference list. The report must      include the reference list.

Resources

1. Visit      the Accounting Toolbox in the Course Content > Course Resources of the      ACCT 221 LEO classroom. The Accounting Toolbox is a constant resource      in our UMGC undergraduate accounting courses.
2. Links      and explanations to assist you with this report may appear in this      resource.
3. Additional      guidance will be provided by your professor. 

Academic Integrity

1. You      must comply with the UMGC Policy for Academic Integrity.
2. Write      your report, in your own words, using accounting words from our textbook      and explaining how these relate to the financial statements of your      company.
3. The      discussion postings throughout the semester should assist you in      completing this report. However, do not copy and paste your discussion      responses in your report.

PowerPoint Presentation

1. You      must prepare a PowerPoint draft and post it to Peer-Review of SEC      10-K Project discussion.
2. Once      you have received feedback on your PowerPoint draft, make appropriate      revisions, and submit the final version in the SEC 10-K PowerPoint      Presentation assignment folder.  

Instructions

Submit only your SEC 10-K Power Point Presentation in this assignment folder.

Overview

1. You      are also required to prepare a brief PowerPoint file of no more than 10      slides (do not exceed) for the SEC-10K Report.
2. Make      sure you include a reference list in APA format.

PowerPoint Requirements

1. Post      your PowerPoint file in the Week 6 discussion area to Peer Review of SEC      10K Project: Post Your Draft (REQUIRED posting) .
2. You      are required to post comments on the work of at least one other student      who does not yet have comments so everyone has at least one set of      comments.
3. Do not      wait until the last day to post your PowerPoint file so everyone has a      chance to review the files!
4. After      you read the comments you may wish to make changes to your PowerPoint      file. 
5. Submit      the revised file in the SEC-10K PowerPoint Presentation assignment      folder by the end of Week 7.