Reference no: EM132411692 , Length: word count:1000
ACCTG 390W - Reporting for Accountants Assignment - San Diego State University, USA
Company is called Callaway golf.
This assignment has multiple parts and multiple deliverables.
1. Individual Corporate Strategy Report
2. Individual Excel-based Financial Information report
3. Team Company Report
4. Team Company Presentation
Part 1 - Individual Company Report (3 to 5 pages)
1. a. Identify overall corporate objectives of your company and strategies implemented to achieve those objectives.
b. Identify the significant risks that potentially could impede your company from achieving each objective. This includes risks inherent in the industry, the company and even accounting policy choices.
2. Select one (you can always select more if you think necessary) of the significant accounting policies and explain why this policy is important to your company.
Provide a detailed explanation of the technical guidance with respect to this policy. How does your company's choice with respect to this accounting policy compare with that of your company's competitors? Are there other alternatives or choices that might be selected for these types of transactions? Do these accounting policies seem aggressive or conservative? To respond to this question, you are almost certainly going to have to review the accounting guidance on the type of transactions you selected - don't be shy - use the Accounting Standards Codification to gather the current guidance on your policy.
Part 2 - Individual Excel-based report
In addition to the written report, you will also need to prepare an excel-based report that presents the information in the table below. This information can be found in a number of places, including through the Love Library Mergent Online portal.
You should download the necessary information into a "base" excel spreadsheet. You must then build the table and charts using links to the underlying data (no "typing" amounts into the final tables). In addition, you should format your tables to maximize a professional presentation when printed.
The format should be clean and neat, similar to if you were presenting the information to a group of potential investors, your boss, or a client.
Prepare the following excel charts and tables:
1. Page 1 -
a. A five year line chart with the following lines:
i. Your company's stock price, and
ii. The mean stock price of your company's five closest competitors.
b. Bottom of Page - a table showing for your company and each of the five nearest competitors:
i. Total Current Market Capitalization
ii. And for the most recent year:
1. Total Revenues
2. Operating Income
3. Net Income
2. Page 2 -
a. Top half of page - data table showing the growth rates in percentages for your company over the most recent one, three and five year periods of time:
i. Revenue %
ii. Operating income %
iii. Earnings per share %
iv. Dividends %
v. Book Value/Share %
vi. Stock Total Return %
b. Bottom half of page - Profitability analysis table showing your company current and most recent five year average and the most recent year end for the five nearest competitors:
i. Return on equity %
ii. Return on assets %
iii. Revenue/Employee $
iv. Fixed asset turns
v. Inventory turns
Part 3 - Team Report
The team report should include the best of each individual report, the excel-based report, plus the following information:
1. As part of "entity level" controls, companies generally strive for effective executive leadership and strong corporate governance on the Board of Directors and its committees.
a. Describe the structure and titles of the executive leadership team and the composition of the Board of Directors (include briefly their background and the committees on which they serve within the Board of Directors).
2. Find the investor relations website and listen to at least the most recent analysts' call on earnings. Consider the information available in Bloomberg as well. Include a description of the issues the analysts discuss with the company leadership and have provided in any analysts' reports. Provide your own interpretation.
3. Perform a review of the documents the company has filed with the SEC over the last 3 years.
a. Prepare a table that list each type of document filed with the SEC and a brief description.
b. Examine SEC filings to determine if any SEC comment letters or responses have been filed. Analyze the SEC comment letters and responses to identify areas of concern that the SEC has and whether those items have been adequately addressed by your company.
4. Provide a conclusion that includes a buy/hold/sell recommendation for your company's stock - provide a summary analysis that supports your recommendation.
Part 4 - Team Presentation
Your group is required to prepare a PowerPoint presentation taking no more than 20 minutes to highlight each of the areas covered in your report (choosing the most interesting or significant to highlight). You will be graded using the presentation rubric used for assessing your individual presentations. Each team member must participate and speak for roughly one-third of the time. Of course, if you are in a two-person group, each member should speak one-half of the time.
Note - Need 1000 words and only need part 1 and 2 of the instructions.
Attachment:- Reporting for Accountants Assignment File.rar