1. [Topic]
[DATE]
[Presenter]

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

3. 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

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

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

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

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

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

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

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

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

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

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

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

15. 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).