Write a 1-2 page executive summary, along with an appendix of supporting information, in which you analyze an organization’s financial performance as well as their level of risk for lending and make and present a recommendation to help leadership make a loan decision.

Introduction

This portfolio work project will help you complete a thorough review of an organization’s financial performance as well as their level of risk for lending. Your recommendation will help leadership create a loan portfolio, and your executive summary will clearly and concisely communicate your review to others in the organization.

Scenario

You work for an organization that provides loans to businesses. You are working with a client who is requesting a loan that will require a review of financial and related performance documents. You have been asked to review the documents and summarize your findings in a loan recommendation for your management team.

You may apply this scenario to either Option 1 or Option 2, described in Requirements below.

Your Role

You are a loan manager for a lending organization, and your responsibilities include reviewing loan requests and providing recommendations in regard to whether the loan requests should be funded.

Requirements

Option 1:

Your client works for Ace Company. Assume Ace Company requested a $3 million 10-year loan to purchase production equipment and develop accompanying software. Use the Ace Company Data document for this option.

Option 2:

Use a firm or scenario of your choosing.

Before choosing a company, read the assessment thoroughly to ensure:

• The company fits the assessment requirements.
• You have access to the financial statements and related performance documents needed to assess risk and make a loan recommendation. You will need information for this year and last year.
• You can distribute the financial statements and related performance documents without disclosing confidential company information.

Loan Recommendation

To arrive at your recommendation, analyze the financial performance of the requesting company and present it to your organization’s upper-management team. The management team will take your recommendation into consideration as they finalize loan requests.

Analyze the company’s performance and performance trends. Include the following in your analysis:

1. Analyze the trend for accounts receivable collections.
   1. Identify the trend.
   2. Explain the relevance of the trend.
   3. Determine if the trend is improving or getting worse.
2. Compare the company’s average inventory turnover to the industry average inventory turnover rate. Note that the average industry turnover rate for Ace Company is 10 times per year.
   1. Consider whether the company’s average inventory turnover is higher or lower than the industry average.
   2. Explain whether a higher or lower average is better.
   3. Determine whether the trend is improving or getting worse.
3. Evaluate the company’s short-term and long-term credit worthiness based on financial performance and trend (comparing this year to last year). Include in your evaluation:
   1. Information about performance and trends.
   2. Information about other relevant financial information you consider important to the decision.
   3. Your recommendation regarding whether the bank should grant the loan based on the financial data.

Deliverable Format

The management team of your organization requests this information in the form of a 1–2 page executive summary along with a title page, references page, and appendix of supporting information. The executive summary must highlight the key findings from your review and will provide your recommendation and rationale. The appendix must include data used in your analysis for others to review. Assume that this document is the only communication in regard to your analysis and recommendation and that you will not be with the team to explain anything as it deliberates. In other words, the documentation you provide must be well organized and include information for the management team to clearly see your recommendation and rationale.

Related company report standards:

• The executive summary is a professional document and should therefore follow the corresponding MBA Academic and Professional Document Guidelines, including single-spaced paragraphs.
• In addition to the executive summary, include:
  • A title page.
  • A references page.
  • Appendix with supporting materials. If you are using a firm or scenario of your choosing, ensure faculty has sufficient information to understand how you reached your recommendation.
  • At least two APA-formatted references.

Evaluation

By successfully completing this assessment, you will demonstrate your proficiency in the following course competencies through corresponding scoring guide criteria:

• Competency 1: Explain how accounting concepts and practices impact financial reporting.
  • Analyze the trend for the company’s accounts receivable collections.
  • Compare the company’s average inventory turnover ratio to an industry average.
• Competency 2: Apply principles of accounting to assess financial performance.
  • Evaluate the company’s short-term and long-term credit worthiness.
• Competency 4: Communicate financial information with multiple stakeholders.
  • Communicate accounting information clearly.

hoose (1) one childhood experience from the list provided below. This list has been generated from the Australian Institute of health and Welfare (2020) Australia’s Children report.

• Asthma in children aged 5-14
• Type 1 diabetes in children aged 0-14
• Brain cancer in children up to 14 years
• Anxiety disorders in children aged 5-14
• Dental decay in children over 12
• Overweight/Obesity in children 5-14
• School aged child living with an intellectual disability
• Children experiencing homelessness
• Low birthweight babies
• Children who are exposed to or a victim of family violence

After researching the prevalence of your chosen childhood experience, develop a brief hypothetical case study (200 words or so) about a child and their family highlighting the health care setting in which you (the nurse) meet the family; the case study helps to guide your essay and provide context for your reader.

To explore the impact of your chosen childhood experience on the child and their family in the case study you have developed, read widely and address the following prompts informed by contemporary and relevant developmental, nursing and family care theory:

1. Outline the prevalence in Australia of the childhood experience chosen and highlight the short term, medium term and potential long term health outcomes/impact on the child 
2. Discuss the impact (protective or otherwise) of family, culture and environment on the identified health outcomes for children identified from prompt 1
3. Explore the impact of the chosen childhood experience on the learning and development of the child in the case study, in light of their age/stage of development 
4. When you (the nurse) meet the family (as outlined in your case study) how might you engage therapeutically with the child and family? Outline age/development appropriate communication strategies that you could adopt to support child/family flourishing 
5. Based on the chosen childhood experience selected and the case study specifics, provide two priority nursing actions/interventions with rationales, that would advocate for positive child/family health outcomes 

This essay will be developed with an introduction, body and conclusion, with correct grammar and spelling and acknowledging sources using APA 7th Edition referencing style. Word count of 2000 words +/-10% will be maintained; inclusive of intext references, excluding reference list.

Rubric

Assessment 3: Case study and literature reviewAssessment 3: Case study and literature reviewCriteriaRatingsPtsThis criterion is linked to a learning outcome1.Case study developed is clear, informative and feasible5 PtsExceeds expectationsVery well considered case study. The child/family circumstances are realistic and comprehensively presented in light of the chosen childhood experience; the context of the family and nurse interaction is clearly defined.4 PtsMeets ExpectationsWell considered case study. The child/family circumstances are realistic and thoroughly presented in light of the chosen childhood experience; the context of the family and nurse interaction is clearly defined.3 PtsMeets ExpectationsGood case study. The child/family circumstances are realistic and clearly presented in light of the chosen childhood experience; the context of the family and nurse interaction lacks some clarity.2.5 PtsSatisfactorySatisfactory case study. The child/family circumstances are realistic and presented in light of the chosen childhood experience; the context of the family and nurse interaction lacks some detail or depth.0 PtsUnsatisfactoryUnsatisfactory case study. The child/family circumstances are not clearly presented in light of the chosen childhood experience; the context of the family and nurse interaction lacks clarity/detail making it difficult for the reader to conceptualise the situation.5 pts
This criterion is linked to a learning outcome2.Outline the prevalence in Australia of the childhood experience chosen and highlight the short term, medium term and potential long term health outcomes/impact on the child10 PtsExceeds expectationsExemplary achievement against this criterion, demonstrating accuracy and comprehensive consideration of health outcomes/impact on the child related to the chosen childhood experience.8 PtsMeets ExpectationsHigh achievement against this criterion, demonstrating accuracy and thorough consideration of health outcomes/impact on the child related to the chosen childhood experience.7 PtsMeets ExpectationsGood achievement against this criterion, demonstrating accuracy and fair consideration of health outcomes/impact on the child related to the chosen childhood experience; may lack depth detail in some aspects.5 PtsSatisfactorySatisfactory achievement against this criterion, demonstrating accuracy, health outcomes/impact on the child related to the chosen childhood experience may be limited; further depth in response/consideration would have increased marks.0 PtsUnsatisfactoryUnsatisfactory achievement against this criterion, demonstrating inaccuracy and inadequacy regarding prevalence data and/or health outcomes/impact on the child related to the chosen childhood experience; further depth in response/consideration would have increased marks.10 pts
This criterion is linked to a learning outcome3.Discuss the impact (protective or otherwise) of family, culture and environment on the identified health outcomes for children identified from criteria 210 PtsExceeds expectationsExemplary achievement against this criterion, demonstrating sophisticated insight into the impact of family, culture, and environment on the health outcomes for the case study child identified in criteria 2.8 PtsMeets ExpectationsHigh achievement against this criterion, demonstrating well considered insight into the impact of family, culture, and environment on the health outcomes for the case study child identified in criteria 2.7 PtsMeets ExpectationsGood achievement against this criterion, demonstrating some insight into the impact of family, culture, and environment on the health outcomes for the case study child identified in criteria 2.5 PtsSatisfactorySatisfactory achievement against this criterion, demonstrating sufficient understanding of the impact of family, culture, and environment on the health outcomes for the case study child identified in criteria 2; lacking in detail or depth to achieve a higher mark.0 PtsNo MarksUnsatisfactory achievement against this criterion, demonstrating a lack of understanding of the impact of family, culture, and environment on the health outcomes for the case study child; discussion may be general rather than specific to the situation presented in the case study.10 pts
This criterion is linked to a learning outcome4. Explore the impact of the chosen childhood experience on the learning and development of the child in the case study, in light of their age/stage of development10 PtsExceeds expectationsExemplary achievement against this criterion, demonstrating sophisticated examination of the possible impact of the chosen childhood experience on the learning and development of the child in the case study.8 PtsMeets ExpectationsHigh achievement against this criterion, demonstrating a thorough examination of the possible impact of the chosen childhood experience on the learning and development of the child in the case study.7 PtsMeets ExpectationsGood achievement against this criterion, demonstrating well considered possible impact of the chosen childhood experience on the learning and development of the child in the case study.5 PtsSatisfactorySatisfactory achievement against this criterion, demonstrating a sufficient understanding of the possible impact of the chosen childhood experience on the learning and development of the child in the case study; lacking in detail or depth to achieve a higher mark.0 PtsUnsatisfactoryUnsatisfactory achievement against this criterion, demonstrating a lack of understanding of the chosen childhood experience on the learning and development of the child in the case study; lacking in detail or depth to achieve a higher mark; discussion may be general rather than specific to the situation presented in the case study.10 pts
This criterion is linked to a learning outcome5. When you (the nurse) meet the family (as outlined in your case study) how might you engage therapeutically with the child and family? Outline age/development appropriate communication strategies that you could adopt to support child/family flourishing10 PtsExceeds expectationsExemplary achievement against this criterion, outlining therapeutic engagement strategies that are cognizant of the family/child situation as outlined in the case study. Strategies presented are supportive of child/family flourishing.8 PtsMeets ExpectationsHigh achievement against this criterion, outlining therapeutic engagement strategies that are cognizant of the family/child situation as outlined in the case study. Strategies presented are supportive of child/family flourishing.7 PtsMeets ExpectationsGood achievement against this criterion, outlining therapeutic engagement strategies that are cognizant of the family/child situation as outlined in the case study. Strategies presented are supportive of child/family flourishing.5 PtsSatisfactorySatisfactory achievement against this criterion, outlining some therapeutic engagement strategies that are cognizant of the family/child situation as outlined in the case study; lacking in detail or depth to achieve a higher mark. Strategies presented are supportive of child/family flourishing; but may be somewhat generic.0 PtsUnsatisfactoryUnsatisfactory achievement against this criteria, therapeutic engagement strategies may be absent or inconsistent with/inappropriate for the family/child situation as outlined in the case study; discussion may be general rather than specific to the situation presented in the case study.10 pts
This criterion is linked to a learning outcome6. Based on the chosen childhood experience selected and the case study specifics, provide two (2) priority nursing actions/interventions (separate to the therapeutic engagement strategies) with rationales, that would advocate for positive child/family health outcomes5 PtsExceeds expectationsExemplary achievement against this criterion. Two (2) priority nursing actions/interventions are clearly articulated and thoroughly justified. The actions suggested are positive in intent and are specific to the needs of the child/family in the case.4 PtsMeets ExpectationsHigh achievement against this criterion. Two (2) priority nursing actions/interventions with rationales are clearly articulated. The actions suggested are positive in intent and are specific to the needs of child/family in the case.3.5 PtsMeets ExpectationsGood achievement against this criterion. Two (2) priority nursing actions/interventions with rationales suggested. The actions suggested are positive in intent and are relevant to the needs of the child/family but may not address the most pressing priorities as objectively presented in the case.2.5 PtsSatisfactorySatisfactory achievement against this criterion. Two (2) priority nursing actions/interventions with rationales suggested. The actions suggested are positive in intent and are relevant to the needs of the child/family but are more generic rather than specific to the situation.0 PtsUnsatisfactoryUnsatisfactory achievement against this criterion. Nursing actions are absent or demonstrate a lack of understanding regarding prioritization of care needs in relation to the presented case; discussion may be general rather than specific to the situation presented in the case study.5 pts
This criterion is linked to a learning outcome7. Use of evidence. Criteria 2-6 above are informed by at least 12 sources of high quality contemporary, relevant and credible developmental, nursing and family care theory and literature that is integrated into discussion to support key points5 PtsExceeds expectationsExemplary achievement against this criterion, a very well informed paper utilizing high quality evidence4 PtsMeets ExpectationsHigh achievement against this criterion, a very well informed paper3 PtsMeets ExpectationsGood achievement against this criterion; a well informed paper that would benefit from further reading an research in some areas or some different choices of evidence2.5 PtsSatisfactorySatisfactory achievement against this criterion; a paper that is accurate in its content but lacks depth in some areas or relies on evidence that is variable in quality. Further reading and research would have improved achievement against this criterion0 PtsUnsatisfactoryThis paper does not draw on sufficient reliable, contemporary of relevant theory or literature to present an informed position. Further reading, research and effort to integrate evidence into discussion would have improved achievement against this criterion5 pts
This criterion is linked to a learning outcome8.Scholarly approach; written expression, development of essay and acknowledgement of sources, adherence to word count 2000words +/- 10% (inclusive of intext citations, excludes reference list). Submission is formatted using Times New Roman, 12 font and double spaced with 2.54cm ‘normal’ margins.5 PtsExceeds expectationsExcellent essay structure that is logical, clear, and sophisticated in its development. Professional terminology is used throughout. No errors with grammar, syntax, punctuation, and spelling. APA 7th referencing style is used, no referring errors in text or reference list. Adheres to the Word limit +/- 10% and submission formatting.4 PtsMeets ExpectationsVery good essay structure. Occasional errors with grammar, syntax, punctuation, and spelling. Minor editing and revision required. APA 7th referencing style is used, minor errors in intext citations and/or reference list. Adheres to the Word limit +/- 10% and submission formatting.3 PtsMeets ExpectationsGood essay structure. Some errors with grammar, syntax, punctuation, and spelling, limited editing and revision required. APA 7th referencing style is used, some errors in intext citations and/or reference list. Adheres to the Word limit +/- 10%, and submission formatting is mostly correct.2.5 PtsSatisfactoryAdequate essay structure. Consistent errors with grammar, syntax, punctuation, and spelling which detract from the clarity of the work, however key points are still adequately communicated to the reader. Significant editing and revision required to improve the academic quality of the work. APA 7th referencing style is used inconsistently, with errors. Adheres to the Word limit +/- 10% and submission formatting is mostly correct.0 PtsUnsatisfactoryPoor essay structure, errors in grammar, syntax, punctuation, and spelling detract significantly from the clarity of the writing so that ideas and understanding of concepts cannot be communicated clearly to the reader. Thorough editing and revision is required to achieve satisfactorily in this criteria. Incorrect application of APA 7th edition referencing style resulting in inadequate acknowledgement of sources and risk of breaching academic integrity/plagiarism. Word count not adhered to, formatting of work impedes clarity of message and document presentation.5 pts
Total points: 60

for this assingment you will use the Team New York Yankees 

Sponsors are critical to the success of most sports events, as they  are one of the major means of generating revenue, both monetary and  through “in kind” donations. Obtaining sponsors is a critical facet of  sports marketing, and the ability to effectively pitch your team,  organization, or event to potential sponsors will help to ensure your  success in the sports business industry.

For this assignment,  select a team of your choice and create a sponsorship sales deck that  you can use to pitch your team to potential sponsors. The presentation  should be completed as a PowerPoint presentation of 7-8 slides so that  it can be easily shared with potential sponsors. The presentation should  conform to the slide outline definitions provided below. Be sure to  include your relevant talking points in the speaker notes section of  each slide.

Slide 1: Introduction: Team name, logo, venue, and related graphics.

Slide 2: Team Overview:  Provide specific team information, including number of events per year,  average attendance, approximate annual tickets sales, and fan  demographics.

Slide 3: Differentiation Factor:  Explain what makes your team a unique sponsorship opportunity for the  potential sponsor, and how this partnership will allow the potential  sponsor to engage with fans and the local community. Include information  about how this sponsorship can connect the company to potential  customers within the team’s target audience.

Slides 4 and 5: Sponsorship Opportunities:  Describe the benefits that the team can provide to the sponsor in  addition to what you are seeking from the sponsor as part of the  partnership. Include one or two slides related to the following, as  applicable: on-site sales opportunities; product exclusivity; sponsor  benefits, including television, radio, and newspaper exposure, website  visits, complimentary tickets, hospitality, and access to special  events; marketing opportunities both on and off site; cosponsor  promotional activities; consumer and trade promotions; list of other  sponsors; and sponsorship term (annual, 2-year, 3-year, etc.).

Slide 6: Branding Specifics:  Relay details about how the sponsor will be recognized through  promotional materials, as well as at the venue during events, and how  these will align with the overall brand and message of the sponsor.

Slide 7: Fees and Payment Terms:  Lay out for your sponsor the anticipated costs during the sponsorship  term, including a sponsorship fee, value in kind, promotional fees,  signage, printing costs, creative/production costs, equipment,  merchandising, etc.

Slide 8: Call to Action:  Tell the potential sponsor how to become involved with your team and  offer the potential sponsor a specific arrangement for collaborating  with your team. Provide contact information for the team marketing  professional.

Question for CLA 2 Paper:

1. Provide general discussion on predetermined variable overhead criterion and its possible dependence on the activity for which it is used. Provide a variable costing income statement in which variable overhead is divided among different activities, and that each activity has its own predetermined variable overhead criterion. Explain your example in detail and provide in-text citations.
2. The following is a partially completed lower section of a departmental expense allocation for Cozy Bookstore. It reports the total amounts of direct and indirect expenses allocated to its five departments. Allocate the expenses of the two service departments (advertising and purchasing) to the three operating departments and provide the complete income statement.

Advertising and purchasing department expenses are allocated to operating departments on the basis of dollar sales and purchase orders, respectively. Information about the allocation bases for the three operating departments follows.

1. Phoenix Company’s 2019 master budget included the following fixed budget report. It is based on an expected production and sales volume of 15,000 units.

1. Classify all items listed in the fixed budget as variable or fixed. Also determine their amounts per unit or their amounts for the year, as appropriate.
2. Identify the unit variable costs in the format of variable costing, according to your findings in part a
3. Organize a template for variable costing income statements in which the sales volume is a variable. Test your template for 15,000 units sales volume to see if you get the same income as stated above
4. Find the breakeven point and provide the income statement at break even 
5. Provide income statement at sales volume 12,000, 14,000, 16,000, and 18,000 

Please explain your work in detail and provide in-text citations. Include the initial situation and the initial assumptions in your answers. At least 6 references are required among which one should be the textbook as source of the data. 

*Please refer to the Grading Criteria for Comprehensive Learning Assessments (CLAs) in the University Policies for specific guidelines and expectations.

Question for CLA 2 PPT:

 In addition to your CLA2 report, please prepare a professional PowerPoint presentation summarizing your findings for CLA2. The presentation will consist of your major findings, analysis, and recommendations in a concise presentation of 15 slides (minimum). You should use content from your CLA2 report as material for your PowerPoint presentation. In addition, you should include learning outcomes from all your major assignments. This would include PA1, CLA1, PA2, and of course, CLA2 (unless otherwise specified by your Professor). An agenda, executive summary, and references slides should also be included. 

Requirement for CLA 2 Paper:

1. At least 6 pages of the written part. (Excluding the calculations and hypothetical examples)

2. Paper needs to be formatted in APA 7th edition

3. Include the initial situation and the initial assumptions in your answers

4. At least 6 references are required among which one should be the textbook as source of data. (Recommend to find the articles from proquest.)

5. Needs to do the calculations on excel first, and then copy the data to the word as the part of paper.

6. Need to include introduction and conclusion.

7. Please find the guide of first question for CLA 2 paper in the attached.

8. Please find the class PPTs and Textbook in the attachment.

Requirement for PPT:

1. Create 15 slides PPT based on the material you write on the CLA2 paper. 

2. Please add the scripts of the presentation in the speaker note section of PPT.

3.Time Length: 8 minuets

4. Need to include in-text citations and reference page.

5. Include calculations and tables with the explanation.

6. Do not put too much words on the slides. The slides should looks simple and clear with main points. (Please write the script of the presentation on the speaker’s note section)

 

Assignment 3: Creating Training Tools
Due Week 9 and worth 200 points

Imagine your manager has requested that everyone in the company take the StrengthsFinder test. Now, your manager has asked you to put together a training tool on how to best coach and develop employees in the decision-making process who have varied strengths.

Write a three to five (3-5) page document for your manager in which you:

1. Describe a decision-making process for employees with two different strengths. Determine how the process might be approached differently for each employee to produce the best results. Use scenarios to convey your idea.
2. Explain how a manager could develop employees with different strengths. Use scenarios to convey your idea.
3. Format your assignment according to the following formatting requirements:
   1. Typed, double spaced, using Times New Roman font (size 12), with one-inch margins on all sides.
   2. Include a cover page containing the title of the assignment, the student’s name, the professor’s name, the course title, and the date. The cover page is not included in the required page length.

The specific course learning outcomes associated with this assignment are:

• Explain the decision-making process management uses to develop viable courses of action to a variety of management situations.
• Explain the multiple aspects of the managerial planning process and the application of various business- and corporate-level strategies.
• Use technology and information resources to research issues in management concepts.
• Write clearly and concisely about management concepts using proper writing mechanics.