In this discussion, we connect the key statements summarizing a firm’s overall financial health, assets and liabilities, activities, earnings, and disposition or use of earnings. This discussion is designed to help you better understand the financial reports required of all large firms that sell ownership shares to the public on a major exchange, such as the New York Stock Exchange.

Case

Earlier this month, you received unexpected news. A college roommate passed away without heirs, leaving you a considerable sum of money. You decide to invest the funds in a Small to Mid-cap firm listed on the New York Stock Exchange(https://www.nyse.com/listings_directory/stock) which means that the firm must give required financial reports and meet minimum financial and non-financial standards). Before you take this step, you would like to convince your significant other that this is a wise investment. You decide to present your Proposal to your “Financial Management” classroom peers before risking its review by your partner.

(Note: You will continue to evaluate the financial performance of this company in Milestone Assignment 1 in the next module).

Case Questions

Initial Post

You will need to select a Small to Mid-cap firm listed on the New York Stock (https://www.nyse.com/listings_directory/stock) and acquaint your peers with your chosen firm. Focusing on the big picture, review the firm’s financial information found in its most recent Quarterly Report (10-Q) published electronically on the firm’s website or the Securities and Exchange Commission’s (SEC) EDGAR Database (https://www.sec.gov/edgar/searchedgar/companysearch) For most companies, this information can be accessed by browsing the “investor relations section,” where you will be able to find the financial statements, including in this case the 10-Q (and the 10-K for more details). Use the firm’s Balance Sheet, Income Statement, and Statement of Cash Flows to help peers understand this firm’s line of business and general financial health to address the following questions:

Section 1

• What is the business model of this organization (some companies might not provide this information in the 10-Q, in which case you can refer to the 10-K under the heading “Business”)?
• Identify one risk factor from the risk factor statement (look under the table of contents for Risk Factor Statements).

Section 2

Using information on the Balance Sheet,

• What is the proportion of debt compared to equity financing?
• What is the most significant asset item on the balance sheet (the largest monetary amount)?

Section 3

Using information on the Income Statement,

• What is the largest expense item?
• What is the profit margin of the company (Net profit divided by Sales)?

Section 4

Using the cash flow statement, examine the three main sections—cash flows from operations, investing, and financing.

• Identify the main source of cash inflow and cash outflow for this company.

Section 5

Comment on any one aspect of the company you have learned about based on the financial information gathered in sections 2-4.

Refer to Information Technology and Organizational Learning (Langer, 2018) Chapter 2 for Q1.

Q1. Please note some key foundational factors that non-executives need to know and understand regarding technology.  Also, note how non-IT departments interact with IT and how the change in the market will change how business is performed. Your response should be 250-300 words.

Refer to Information Systems for Business and Beyond Questions (Bourgeois, 2014) Chapter 2 for Exercise 2.

Exercise 2. Review the timeline of computers at the Old Computers website. Pick one computer from the listing and write a summary. Include the specifications for CPU, memory, and screen size. Now find the specifications of a computer being offered for sale today and compare. Did Moore’s Law hold true? Your response should be 150-200 words.

Please follow APA 7 guidelines for References.

Assignment Content

1. STOP: (1) Have you watched the HW video on APA 7 Basics and Cover Page? (2) IF you were absent, have you watched the class recording? Do not continue to the assignment until these things are complete. 

   ASSIGNMENT
   Step 1, Brainstorm: Think about your field of study as a master’s student. Use one of the two methods taught in class and find two news articles that report on relevant problems related to the industry associated with your master’s degree program (think about scandals within the last 5 years). Come up with two examples using the format below in a simple Word document, using APA 7 Basics and an APA 7 cover page learned through the HW video (see p. 20 in Foundations for a sample cover page)

   Step 2, Create your Word Document and Answer Questions (it should look similar to p. 5 in Foundations):

   FOR EXAMPLE: If my major is public health or even education, I would come up with something like Issue/Problem 1 below (MPH students, you cannot use this as your own). We have started one together in class, so you must complete what you started in class and find a second research problem proposal:

   Issue/Problem 1: Depression and anxiety among young adults 
   1) People Involved: College students, parents
   2) Link to Article: https://www.mayoclinichealthsystem.org/hometown-health/speaking-of-health/college-students-and-depression
   3) My Research Question: What have researchers learned about the impact of COVID 19 on depression and anxiety among young adult students?

   I would then fill out my second Problem proposal below: 

   Issue/Problem 2:
   1) People Involved: 
   2) Link to Article: 
   3) My Research Question: What have researchers learned about

   Grading:
   Cover/Title Page = 40 pts
   Issue/Problem 1 = 30 pts
   Issue/Problem 2 = 30 pts

• Identify and describe basic themes common to both disciplines.
• Analyze the theoretical underpinnings of each approach by: 
  • Describing the theory behind each approach.
  • Comparing and contrasting the theories with one another.
  • Considering the relationship to basic behavior analytic concepts.
• Locate four recent evidence-based studies in the literature that share common themes, two demonstrating OBM approaches and two demonstrating I/O psychology approaches. 
  • Consider the research questions, design, methods, and results of the studies, and analyze how they are consistent with the approach taken.
  • Assess if the approach taken by each study was the best approach. Explain your response.
• State if I/O psychology and OBM are best seen as distinct fields or if one is more clearly a subset of the other, based on your analysis. Synthesize your analysis to justify your conclusions.

• Carr, J. E., Wilder, D. A., Majdalany, L., Mathisen, D., & Strain, L. A. (2013). An assessment-based solution to a human-service employee performance problem: An initial evaluation of the performance diagnostic checklist – Human services. Behavior Analysis in Practice, 6(1), 16–32. 
  • This article provides an example of the use of PDC, a commonly used assessment questionnaire in OBM.
• Johnson, D. A., Casella, S. E., McGee, H. M., & Lee, S. C. (2014). The use and validation of preintervention diagnostic tools in organizational behavior management. Journal of Organizational Behavior Management, 34(2), 104–121. 
  • This article provides the reader with an overview of assessment tool usage in OBM.
• Wilder, D. A., Lipchultz, J. L., King. A., Driscoll, S., & Sigurdsson, S. (2018). An analysis of the commonality and type of preintevention assessment procedures in the Journal of Organizational Behavior Management (2000–2015). Journal of Organizational Behavior Management, 38(1), 5–17. 
  • This article provides information on the frequency of use of assessment procedures.
• Waldvogel, J. M., & Dixon, M. R. (2008). Exploring the utility of preference assessments in organizational behavior management. Journal of Organizational Behavior Management, 28(1), 76–87. 
  • This article provides a discussion on how preference assessments are implemented in OBM. 

Resources and citations are formatted according to current APA style and formatting guidelines.

 At least six scholarly resources, four of which should be peer-reviewed journal articles. One reference may be a scholarly text.

 6–8 typed, double-spaced pages, in addition to a title page and a references page. Times New Roman, 12 point.

Family Pedigree Project

Through the use of their understanding of Mendelian traits, students will complete at least a 3-generation pedigree for one of the provided traits (e.g., widow’s peak, connected or disconnect earlobes).

Be sure to label the pedigree correctly (generation, male/female, etc.) according to the practice done previously.

 List of common Mendelian traits:

• Blood type
• Tongue Roller
• Widow’s Peak
• Straight or Hitchiker’s Thumb
• Connected/Disconnected Earlobes