Shareholders
Meeting
Instructions
General Information
• Purpose
– Present what strategies were used during
simulation
– Share financial results
– what you learned from the simulation
• Location
– Depends on Videotaping status
– Will be by lab section
– 2 teams per session
Presentation Overview
• 15-20 minute time frame
• Report should be as of round 8 (2018)
• Two parts
– Shareholder reporting
– Lessons learned
• Must turn in a printed copy of the slides
(notes – 3 frames per sheet)
• You may give handouts to the
‘shareholders’ (not required)
Presentation Requirements
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Introduction of group members
Outline of presentation
Company Overview
Strategies
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Mission Statement and Corporate Strategy
Business
Functional
Competitive Environment Analysis
Presentation Requirements
• Financial Highlights (explain what they tell us,
categories suggested but not required)
– Profitability Ratios
– Liquidity Ratios
– Equity Ratios
– Use your company stats versus industry stats
– Must present your performance measures; may
add other positive financials as desired
• Lessons Learned
• Plans for the Future
• Conclusion/Wrap Up of pertinent
information
Presentation Evaluation
• Introduction
• Main points
– Clearly stated
– Supported by evidence/reasoning
– Logically organized
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Visual aid usage
Conclusion
Vocal skills
Dress
Report Overview
• Overall Length – 20 pages minimum
• Format - Business style writing
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Times New Roman font, 12 pt., 1 inch margins
Double-spaced paragraphs
No indentation on paragraphs
Double-space between paragraphs and after headers
Section headers in bold; sub-headers italicized
All type should be left justified
• Consistent formatting throughout
• Printed report should be spiral-bound
• Require a second copy (stapled only)
Report Requirements
• Content should mirror presentation
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Cover Page
Table of Contents
Letter to the Shareholders - 1 page
Company Profile
Strategy (Mission, Corporate, Business, Functional,
Competitive Environment)
Financial Highlights (Profitability Ratios, Liquidity
Ratios, Equity Ratios; include industry stats as in
presentation)
Lessons Learned
Plans for the Future
Conclusions
• Use charts, graphs, images and bullets
– Creative, but professional
– Not too large
Helpful Resources
• Company websites
– Example shareholder reports and 10Ks
• Dr. Adams
– Shareholder’s Annual Report Instructions
– Class discussion and examples
– Grading Sheet
• Blackboard
– These slides
– Other Blackboard documents in class folders
• GTA in Lab
– Office hours
– Sample reports
Misc. Notes
• Formal business attire (shirt and tie
for guys, business attire for ladies)
• Plan your transitions. Work out and
practice the rotation of presenters in
advance.
• Other helpful public speaking tips
Due Dates
• 4/13/11 Presentations:
– Erie
– Ferris
• 4/20/11 Presentations:
– Chester
– Digby
– ALL WRITTEN REPORTS DUE THIS
DAY IN LAB!
• 4/27/11 Presentations:
– Andrews
– Baldwin