1. Annual Report Preparation Workshop
General Support Session
Gina Pol, Instructional Support Specialist

2. Workshop Agenda Welcome and Introduction What is an annual report?
Components of the Annual Report
Examples will be provided for
each component
Mini Writing Exercises
Group Discussions and Share Outs
Advertising Campaign Articles

3. What is an Annual Report?
An annual report is a company's yearly report to shareholders, documenting its activities and finances in the previous financial year.
Real world enterprise annual report vs. virtual enterprise annual report.

4. Components of the Annual Report
Introductory Components
Letter to Stockholders
Key Stockholders, Board of Directors, and Management
About the Company
Revenue and Profitability Highlights
Financial Statements and Footnotes
Management Discussion and Analysis
Presentation and Appearance

5. Introductory Components
Cover Page Table of Contents
Will provide examples from different firms that fulfilled the criteria.
Cover Page that has the necessary information, great pixels, and pertains to the business.
Table of Contents that has the sections and the appropriate pages. Well aligned, does not have multiple pages on one line, first page of the report starts after the letter to stockholders.

6. Letter to Stockholders
A shareholder letter is a letter written by a firm’s top executive(s) to its shareholders to provide a broad overview of the firm’s operations throughout the year. The letter should be 1 page and should include:
Company Overview
Brief Summary of Financial Results
Objectives and Achievements
Impact and Value
Future Plans
This is the change, provide examples for each.

7. Key Stockholders, Board of Directors, and Management
NYC VE Holding Company, 100%
Board Members:
NYC VE Holding Company Agent 1 NYC VE Holding Company Agent 2
NYC VE Holding Company Agent 3
NYC VE Holding Company Agent 4
Management Team:
Almanzar, Aileen,
Louis, Pascale,
Visser, Sonja,

8. Diagram of Authority VEI Central Authority VEI Bank VEI Tax
NYC VE Holding Company
VEI Realty
Gotham Enterprises
VEI Utilities
Gotham Financial Services
Wholesale Marketplace
VE Firm
VE Firm
VE Firm
VE Firm
VE Firm
VE Firm

9. About the Company Company History Corporate Mission Product or Service
Corporate Culture

10. Revenue and Profitability Highlights
Statistics and Data: Details of sales activities
Graphs: Visual depiction of selected highlights

11. Financial Statements and Footnotes
Income Statement
Balance Sheet
Cash Budget
Footnotes
Financial Write-up
Financial Ratios

12. Management Discussion and Analysis
Company Goals
Marketing Plan
Memorable Moments and Highlights of the Year
Risk Assessment
Strategic Direction

13. Presentation and Appearance
Spelling and Grammar
Organization
Additional Relevant Information
Maximum of 20 pages
Submit as PDF