Category: Finance

Part 1: Financial Acumen
Keeping abreast of the financial measures and metrics employed by a company allows employees to better understand its health and position at any given time. Using your university library (make sure to include a link), other libraries, and/or the Internet:
1. Review at least two (2) articles on financial acuity. Summarize the articles in 300 – 400 words. Use APA formatting throughout including in-text citations and references.
2. Discuss the benefits of establishing solid financial acumen in a company. Discuss your personal experiences in a situation where financial acumen was either not supported as an organizational hallmark or, conversely, was built into the company’s culture.
Part 2: Sarbanes-Oxley (SOX)
Write a 200-word commentary on Sarbanes Oxley and the importance this act has for American businesses today. Your commentary should include the following:
A. Rationale for SOX
B. Provisions of SOX
C. Enforcement of SOX
Instructions
1. Share your main discussion post so that I can post it.
Part 3
2. Read and respond to one (1) of my classmates’ posts. In your response to my classmate, consider comparing cash generation techniques at your company (the one you chose for the main discussion post) versus his or her company. Draw distinctions based on the industry and tell my classmate why those distinctions are necessary for the management of cash flow. Below are additional suggestions on how to respond to my classmate’s main discussion post:
· Ask a probing question, substantiated with additional background information, evidence, or research.
· Share an insight from having read your colleagues’ postings, synthesizing the information to provide new perspectives.
· Offer and support an alternative perspective using readings from the classroom or your research.
· Validate an idea with your own experience and additional research.
· Make a suggestion based on additional evidence drawn from readings or after synthesizing multiple postings.
· Expand on your colleagues’ postings by providing additional insights or contrasting perspectives based on readings and evidence.

1. Selected the company for your term project
2. Download the data for your project(financial statements from 2018 to 2023). Provide an excel sheet with the financial statements of the company
3. Provide the source information for your data and a link to the source of your information. Add any documents such annual reports, financial reports and any file where the information was retrieved from.
Help ALERT: Project Data Help
I have posted a link called “How to Download Company Financial Statements For Free!”
under the week-9-midterm break module. It will show you some simple places to find data, and how to get it freely into excel, how to perform some of the analysis we might be interested in doing. Find the same link below

Links to an external site.EditEdit.
Please follow the video. It has information on all companies that are publicly traded. On Tuesday, I will go over how to do the analysis in excel with the class.
Hello class,
I have posted a link called “How to Download Company Financial Statements For Free!”
under the week-9-midterm break module. It will show you some simple places to find data, and how to get it freely into excel, how to perform some of the analysis we might be interested in doing. Find the same link below

Assignment: Review Paper # 6
The Review Paper # 6 should cover any issue or topic from the
8th chapter (Capital Budget & Debt Administration – focusing on
state/local debt, big item budget funding & bond management) of your
required text book (Thomas Lynch, Jinping Sun & Robert
Smith “Public Budgeting in America,” 6th Ed (2017) Melvin & Leigh.
ISBN: 978-0-997-30844; or earlier/later edition). You have the
flexibility to choose any topic/topics from the suggested themes in the
chapter. Please make sure the title of your paper reads like a
statement. Your writing should involve critical analysis of the issue
you are dealing with. Also make sure you have an introduction,
discussion of the issue (which should take the substantial part of your
writings), and your own concluding remarks. This Review Paper (RP) needs
to be typed and should be (1800-2000 words) long with proper
citation (at least three outside sources). Please don’t (I repeat don’t)
down load stuff from somewhere or anywhere. It will be considered
plagiarism. Keep the Spirit.
SOME GUIDANCE ABOUT HOW TO WRITE A POLICY REVIEW PAPER
While one may have his/her own idea about how to
write a (1800-2000) long Review Paper (RP), I thought it might
be a good idea to provided some guidelines, as all eight Review Paper
will carry a big chunk of your grade.
To write a good RP, please follow the following thresholds
Title of your Review Paper should be like a statement – indicating the issues, ideas, and analysis covered inside your paper.
Read all the assigned materials including the two text books
Focus on the issues and concepts in the assigned materials
(It may be a good idea to take the lead from the contents of
the assigned materials in the text books to grasp the fundamental
understanding of the concepts and issues and from discussions in the
virtual class)
4. Try to conceptualize a few themes based on your reading.
5. Discuss these themes in your paper in a critical and meaningful manner.
6. Make sure the main body of your paper deals with the pros and cons of your chosen topic.
7. Write a conclusive comment of one paragraph to half page.
This conclusive statement should exhibit your own creativity and
analysis. Please keep in mind, this part is very important, because it
may make or break your grade.
8. Whenever necessary citation should be provided.
9. Under no circumstance, don’t write a Paper which is down
loaded stuff from somewhere else – without your own input. This will be
considered plagiarism.

Hi, I have this Excel quiz. The class is Financial Markets for the Modern Economy. I will attach the Excel spreadsheet. Please read it carefully and make sure to show all the work.

Part 1: Financial Acumen
Keeping abreast of the financial measures and metrics employed by a company allows employees to better understand its health and position at any given time. Using your university library (make sure to include a link), other libraries, and/or the Internet:
1. Review at least two (2) articles on financial acuity. Summarize the articles in 300 – 400 words. Use APA formatting throughout including in-text citations and references.
2. Discuss the benefits of establishing solid financial acumen in a company. Discuss your personal experiences in a situation where financial acumen was either not supported as an organizational hallmark or, conversely, was built into the company’s culture.
Part 2: Sarbanes-Oxley (SOX)
Write a 200-word commentary on Sarbanes Oxley and the importance this act has for American businesses today. Your commentary should include the following:
A. Rationale for SOX
B. Provisions of SOX
C. Enforcement of SOX
Instructions
1. Share your main discussion post so that I can post it.
Part 3
2. Read and respond to one (1) of my classmates’ posts. In your response to my classmate, consider comparing cash generation techniques at your company (the one you chose for the main discussion post) versus his or her company. Draw distinctions based on the industry and tell my classmate why those distinctions are necessary for the management of cash flow. Below are additional suggestions on how to respond to my classmate’s main discussion post:
· Ask a probing question, substantiated with additional background information, evidence, or research.
· Share an insight from having read your colleagues’ postings, synthesizing the information to provide new perspectives.
· Offer and support an alternative perspective using readings from the classroom or your research.
· Validate an idea with your own experience and additional research.
· Make a suggestion based on additional evidence drawn from readings or after synthesizing multiple postings.
· Expand on your colleagues’ postings by providing additional insights or contrasting perspectives based on readings and evidence.

1. Selected the company for your term project
2. Download the data for your project(financial statements from 2018 to 2023). Provide an excel sheet with the financial statements of the company
3. Provide the source information for your data and a link to the source of your information. Add any documents such annual reports, financial reports and any file where the information was retrieved from.
Help ALERT: Project Data Help
I have posted a link called “How to Download Company Financial Statements For Free!”
under the week-9-midterm break module. It will show you some simple places to find data, and how to get it freely into excel, how to perform some of the analysis we might be interested in doing. Find the same link below

Links to an external site.EditEdit.
Please follow the video. It has information on all companies that are publicly traded. On Tuesday, I will go over how to do the analysis in excel with the class.
Hello class,
I have posted a link called “How to Download Company Financial Statements For Free!”
under the week-9-midterm break module. It will show you some simple places to find data, and how to get it freely into excel, how to perform some of the analysis we might be interested in doing. Find the same link below

Assignment: Review Paper # 6
The Review Paper # 6 should cover any issue or topic from the
8th chapter (Capital Budget & Debt Administration – focusing on
state/local debt, big item budget funding & bond management) of your
required text book (Thomas Lynch, Jinping Sun & Robert
Smith “Public Budgeting in America,” 6th Ed (2017) Melvin & Leigh.
ISBN: 978-0-997-30844; or earlier/later edition). You have the
flexibility to choose any topic/topics from the suggested themes in the
chapter. Please make sure the title of your paper reads like a
statement. Your writing should involve critical analysis of the issue
you are dealing with. Also make sure you have an introduction,
discussion of the issue (which should take the substantial part of your
writings), and your own concluding remarks. This Review Paper (RP) needs
to be typed and should be (1800-2000 words) long with proper
citation (at least three outside sources). Please don’t (I repeat don’t)
down load stuff from somewhere or anywhere. It will be considered
plagiarism. Keep the Spirit.
SOME GUIDANCE ABOUT HOW TO WRITE A POLICY REVIEW PAPER
While one may have his/her own idea about how to
write a (1800-2000) long Review Paper (RP), I thought it might
be a good idea to provided some guidelines, as all eight Review Paper
will carry a big chunk of your grade.
To write a good RP, please follow the following thresholds
Title of your Review Paper should be like a statement – indicating the issues, ideas, and analysis covered inside your paper.
Read all the assigned materials including the two text books
Focus on the issues and concepts in the assigned materials
(It may be a good idea to take the lead from the contents of
the assigned materials in the text books to grasp the fundamental
understanding of the concepts and issues and from discussions in the
virtual class)
4. Try to conceptualize a few themes based on your reading.
5. Discuss these themes in your paper in a critical and meaningful manner.
6. Make sure the main body of your paper deals with the pros and cons of your chosen topic.
7. Write a conclusive comment of one paragraph to half page.
This conclusive statement should exhibit your own creativity and
analysis. Please keep in mind, this part is very important, because it
may make or break your grade.
8. Whenever necessary citation should be provided.
9. Under no circumstance, don’t write a Paper which is down
loaded stuff from somewhere else – without your own input. This will be
considered plagiarism.

Hi, I have this Excel quiz. The class is Financial Markets for the Modern Economy. I will attach the Excel spreadsheet. Please read it carefully and make sure to show all the work.

Hi, I need help with just 10 financial management questions. some have multiple parts and I cant figure out. thank you.

Click the case link to download it, and I have attached the 2 files.
Instructions: After reading the case which is called OptiGuard’s and checking the exhibit and file #1 will be attached bellow and file #2 will be attached bellow, write a paper that responds to the key question:
*Would you say the term sheet for the Series A round generally favors the entrepreneur (Mannix) or the VC investor (WVP)? Be sure to cite specific terms and features of the contract to support your opinion. *
Additional Guidance: Consider the following questions as part of your analysis and discussion:
What contract terms are important and whether they are favorable to the entrepreneur or to the investor as written in OptiGuard’s Term Sheet?
How attractive is the company to prospective investors?
Before the Series A round, what is OptiGuard’s post-money value? After the Series A round, what is the pre-and post-money value if the offer is accepted as proposed?
What are the implications for WVP if another investor offers to provide OptiGuard an additional $7.8 million in equity after the Series A round at a price of $8.00 a share? At $3.00 a share?
What are the implications to WVP if it has a participating versus conventional liquidation preference and OptiGuard is sold for $15 million in three years?
If you were Mannix, would you accept WVP’s offer as proposed, or attempt to negotiate certain terms of the offer? If you choose to negotiate, what adjustments would you seek to make?
Be sure to follow these guidelines:
Assume your audience is knowledgeable about the finance concepts we’ve covered in class and is familiar with the case facts. You don’t need to explain what Series A is or debt and equity theories. Jump right into the analysis. Also, there’s no need to replicate case exhibits (you may reference them directly).
Go deep. When formulating a response, ask why. Then ask why again and justify your explanation by citing case facts and material. Back up your explanations with evidence. Integrate numbers into your arguments.
**Use no more than two significant digits **for all numbers in the text and exhibits (12%, 3.5%, or 0.46%, not .12480294). Less is more. Displaying too many digits makes numbers hard to read and actually obscures its value and intuition.
All exhibits you create yourself must be included in the write-up and be properly formatted. You must also include a link to all your exhibits so that your calculations can be seen and assessed. Place this link at the very beginning and be sure to grant your professor and peer tutor viewing privileges. Follow these guidelines (e.g. avoid including numbers in a calculation cell but instead, reference inputs/assumptions cells that do contain numbers; use black text for calculations and blue text for inputs).
Use Grammarly** to check your spelling and grammar**. Poor writing conveys carelessness and unprofessionalism. Review these reminders.
Write your report yourself and then you may utilize AI to enhance the readability of your report. Use the AI responsibly.
Annotated LO Appendix that includes the following:Tag 3 LO’s. (#termSheet, #securities, and a course LO of your choice). Write a focused description of how the LO is applied. It will be graded based on your analysis of the questions above.
Remember, tagging a vague usage of an LO will result in a 1-3. To get a 4, you need to have detailed explanations. Be selective and deep. In upper-level classes we want you to focus on the LOs because they are the core components of the class. Building your paper around the LOs is a much better approach than writing a paper and then shoving in LO footnotes/appendix. You may tag LOs with a footnote to make it is clear to you and the Professor where you are trying to highlight certain concepts. Everything you need to make your case that this is a good use of the LO should be in the main text.
Add a word count at the end of the assignment (exclude exhibits, footnotes, appendixes, and the bibliography).
Length:
1000-1250 (3-5 pages double spaced)
Learning Outcomes Added for Appendix
LO6_securities: Evaluate the different securities issued by early-stage companies in raising capital.
LO8_termsheet: Explain the importance of the term sheet and how it is negotiated.
For the third one choose either
#LO1_dynamics: Analyze the dynamics of innovation and entrepreneurial culture from the perspective of entrepreneurs and investors.
OR
#LO5_retention: Investigate the means by which founders and key employees are retained by startups