Instructions

SEC 10-K Project WALMART – WMT

TWO PART PROJECT DESCRIPTION

Part 1: Written Report: SEC 10-K Analysis

Using the Internet, access the SEC 10-K annual report for a publicly-traded company of your choice.

You must select a company that is publicly traded andhas inventory and accounts receivable. Most students find the SEC 10-Kannual report at their company’s web site in sections such as About Usand/or Investor Relations. Look for SEC and Annual Filings (you willoften find drop-down menus to click). You must research and secure theSEC 10-K Annual Report for the most recent year. Save the file to yourcomputer for access. Do not print as the report is usually 100 pages ormore. Post the name of your company, the SEC 10-K web link, and how youfound the SEC 10-K in the SEC 10-K discussion for approval by yourprofessor.

Review the company’s MD&A as well as financial statements and theaccompanying footnotes. Use this information to prepare your “analytic”results. The SEC 10-K report and the materials from our class are theonly resources you should use. Avoid a copy and paste approach exceptfor the presentation of financial statements.

The content of your paper should focus on accounting issues andinclude words used in our accounting class, including financialaccounting as well as managerial accounting. Include details youlearned this semester.

Use terms from our class along with the research and financialanalysis completed for your SEC 10-K company. The use of headings willlabel the sections in your paper. You should present inventory turnover,days sales in inventory, days sales in accounts receivable, and otherfinancial ratio analysis from our course, both for the current year andas they relate to changes in accounts from one year to the next. Yourgoal is to explain the financial statements and the information of theSEC 10-K with the knowledge you learn from our class. While notexplaining every item in the SEC 10-K, your paper should tell a storyand illustrate your mastery of accounting terms and concepts. No more than one page should be devoted to your company’s history and non-financial information.

Part 2: PowerPoint Presentation

A PowerPoint presentation (no more than 10 slides) will also need tobe prepared to summarize and cover the highlights of your paper. Pleasepost the presentation in the designated SEC 10-K discussion near theend of the semester to share with other students. Read your classmate’spresentation and provide comments to at least one other posting.

After the discussion week, you should review your PowerPointpresentation and submit the final version in the assignment folder. Thisis the PowerPoint file to be graded. The PowerPoint Presentationdiscussion is part of participation and designed to assist you increating your final project. However, if you fail to participate inthat discussion it may affect the ‘grade’ for your PowerPointPresentation. Don’t miss the easy points!

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Instructions:

Your paper should consist, at a minimum, of the following:

• 3 – 4 pages single spaced, double space between paragraphs. Pagecount does not include title page, tables and exhibits, table ofcontents, and works cited list
• title page
• bibliography or works cited (business classes use APA format)
• in-text citations (business classes use APA format)
• tables, and appendixes if you wish to copy and paste financialstatements or materials you did not write (these will not be part of the‘page count’)
• Your paper should use one-inch margins on the left, right, top, and bottom of each page, and font set at 12 points.
• Write your paper, in your own words, using accounting words from ourtextbook and explaining how these relate to the financial statements ofyour company