Understanding Corporate Annual Reports or Professional Development Series Book 2 the WorkPlace

Understanding Corporate Annual Reports

Author: William R Pasewark

In this project the student obtains and analyzes an annual report from a publicly traded corporation. Activities include: identifying corporate operations, gaining familiarity with the financial data presentation, recognizing trends, calculating ratios, and performing industry and primary competitor comparisons. This project takes approximately 8 to 20 hours to complete (average 10 hours).

Table of Contents:

The Purpose of this Project
Getting Started
Instructions
Getting Acquainted with the Annual Report
General Information
Internet Information
The Primary Financial Statements
Income Statement 6
Balance Sheet 10
Cash Flow Statement 12
Statement of Changes in Stockholders' Equity 14
Notes and Supporting Schedules to the Financial Statements 16
Report of the Independent Accountants 30
Ratio Analysis 32
Analysis of Profitability 32
Analysis of Liquidity 37
Analysis of Solvency 39
Industry or Competitor Comparisons 41
Making Decisions Based on the Annual Report 44
Appendix A – Obtaining Annual Financial Data 47
Appendix B – Obtaining Data for Industry Comparisons 48
Appendix C – Financial Analysis Using Excel 49

Interesting book: Securities Valuation or Audit Committee Handbook

Professional Development Series Book 2 the Workplace: Interpersonal Strengths and Leadership

Author: Joseph Pac

Developed by Dr. Joe Pace and incorporating the same material he has used to guide thousands of students and to train hundreds of instructors across North America, The Professional Development Series is designed to teach the personal skills that lead to college, job, and career success.

The result? Confident, motivated students who have the goals and skills to succeed in your program and in their chosen careers.

Professional success in the 21st century demands that people work together to achieve their goals. Book Two: Interpersonal Strengths and Leadership, explores and develops the skills that make a person a good teammate and a good leader. This book helps students develop a standard of excellence and pride in work and addresses ethics, trust, respect, strategic thinking, and modeling leadership techniques.

Each of the four books of the Series can stand-alone or be purchased in a discounted package with the other texts.