Shareholders Meeting Instructions

General Information Purpose –Present what strategies were used during simulation –Share financial results –what you learned from the simulation Location –Will be by lab section –2 teams per session

Presentation Overview minute time frame Report should be as of round 8 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 Introduction Outline of presentation Company Overview Strategies –Mission Statement and Corporate Strategy –Business –Functional

Presentation Requirements Financial Highlights (explain what they tell us) –Profitability Ratios –Liquidity Ratios –Equity Ratios –Use your company stats, industry stats –Must present at least 3 performance measures; may add other positive financials as desired Conclusion/Wrap Up of pertinent information Plans for the Future Lessons Learned

Presentation Evaluation Introduction Main points –Clearly stated –Supported by evidence/reasoning –Logically organized Visual aid usage Conclusion Vocal skills Dress

Helpful Resources Company websites –Example shareholder reports and 10Ks Blackboard –Shareholder’s Meeting Instructions –Grading Criteria –Grading Sheet –These slides In my and GTAs offices –Office hours –Sample reports

Misc. Notes Formal business attire (shirt and tie for guys, business attire for ladies) Plan your transitions. Work out the rotation of presenters in advance. Other helpful public speaking tips

Due Dates 11/2 Presentations: –Erie –Ferris 11/9 Presentations: –Chester –Digby 11/16 Presentations: –Andrews –Baldwin