[Topic] [DATE] [Presenter]

The Big Picture Where does it fit into the world of finance? Who uses it? Why? Any similar/complementary pieces?

What we will cover List out the things you’re going over Assets For example, if you’re discussing the balance sheet, do the following: Assets Current Assets (Cash, A/R, Inventories, Prepaid expenses) Long-term Assets (PP&E, Less Accumulated Depreciation, Goodwill) Liabilities Current Liabilities (A/P, Accrued compensation, Deferred Revenue, Notes Payable) Long-term Liabilities (Deferred Income Tax Liabilities, Long-term Debt) Shareholders’ Equity Common Stock, Additional Paid-in Capital Retained Earnings

Item 1 Describe, show an equation if relevant Give an example if relevant

Item 2 Describe, show an equation if relevant Give an example if relevant

Item 3 Describe, show an equation if relevant Give an example if relevant

Item 4 Describe, show an equation if relevant Give an example if relevant

Item 5 Describe, show an equation if relevant Give an example if relevant

Item 6 Describe, show an equation if relevant Give an example if relevant

Item 7 Describe, show an equation if relevant Give an example if relevant

Item 8 Describe, show an equation if relevant Give an example if relevant

Item 9 Describe, show an equation if relevant Give an example if relevant

Item 10 Describe, show an equation if relevant Give an example if relevant

Summary Summarize what you’ve covered (just list the things out, as done in slide 3)

What else? List out what else you could have covered but wasn’t relevant/important enough to be included (ex. preferred stock) Also, review what comes next in terms of SIC concepts (see slide 2).