GB550: Financial Management

The purpose of the assignment research paper is to examine capital structure theory, issues, and debates,while showing how capital structure choices affect a firm’s return on investment (ROE) and its risk profile.


Your assignment is to select a publicly held company and to analyze its capital structure, applying the theories and principles found in CHAPTER 15 of the text.

The structure of your research paper should include:

  • ●  A preview of capital structure issues
  • ●  Business and financial risks related to capital structure
  • ●  Modigliani and Miller’s [MM] capital structure theory
  • ●  Criticisms of the MM model and assumptions
  • ●  Capital structure evidence and implications
  • ●  Estimating the firm’s optimal capital structure
    A firm’s optimal capital structure is that mix of debt and equity that maximizes the stock price. At anypoint in time, management has a specific target capital structure in mind, presumably the optimal one, though this target may change over time. For example, financial management may choose a 50% equity financing [stock] and 50% debt [bond] financing.
    Several factors influence a firms’ capital structure, including:
  • ●  Business risk
  • ●  Tax position
  • ●  The need for financial flexibility
  • ●  Managerial conservativeness
  • ●  Growth opportunities
    Business risk is the riskiness inherent in the firm’s operations if it uses no debt.
    This report is intended to be a capital structure analysis of your selected public company. Your paper is intended to be an executive summary of your analysis, and is limited to a maximum of 5–7 pages of text, excluding the title page, table of contents, graphs, charts, tables, etc.
    This summary report of your selected company’s capital structure should convey the quality, depth, andcompleteness of your capital structure analysis, without going into excessive detail.
    Please note that there is no assignment due for this project in Unit 1. The first deliverable for the Project is due at the end of Unit 3. Please view a timeline before starting the Final Project.
    APA Style Required
    The report should adhere to APA format. A minimum of four reference sources are required in addition to the text.


GB550: Financial Management

Looking Ahead

Directions for Submitting the Final Project in Unit 5 Assignment 1:

Compose your research paper in a MS Word document and save it as Username-GB550 Assignment 1- Unit#.doc (Example: TAllen- GB550 Assignment 1-Unit 5.doc). Submit your file by selecting the Unit 5: Assignment 1 Dropbox by the end of Unit 5.

Unit 3: Assignment 2: Final Research Paper Assignment

There are three parts that are due in this unit towards the final research paper that is due in UNIT 5:

Part I – The Abstract
Part II – Table of Contents
Part III – Preliminary reference list

Part I – The Abstract

Research papers, theses and dissertations include an abstract—a short, concise summary of your research. Your abstract should approximate 200 words.
The abstract should briefly:

  • ●  Establish the topic of the research.
  • ●  Articulate the research problem, question, and/or purpose/objective of the research.
  • ●  Indicate the methodology used.
  • ●  Present the expected findings.
  • ●  Present the anticipated conclusions
    The abstract should include, if possible, the keywords of your research. An abstract generally emphasizes the main findings and conclusions of the research study.
    Part II – Table of Contents
    Submit a brief one page table of contents, outlining the proposed structure, organization, and logic of your graduate research paper.
    Part III – Preliminary reference list
    Submit your preliminary reference list, detailing your anticipated reference sources. A minimum of four references are required, excluding the textbook. Sources should be from academic, scholarly, refereed journals. Use of Internet-retrieved and cited sources should be minimized. Wikipedia, dictionaries, encyclopedias or any open source websites are not permitted.
    Schedule of Deliverables
    Unit 1: Review Final Project in Looking Ahead and start working on Part I, Part II, and Part III (Nothing to submit)
    Unit 2: Continue working on Part I, Part II, and Part III due in Unit 3 (Nothing to submit)
    Unit 3: Complete and submit Assignment 2: Final Research paper— Part I, Part II, and Part III
    Unit 4: Work on the draft of your Unit 5 Assignment 1: Final Project (Nothing to submit)Unit 5: Complete and submit the Unit 5 Assignment 1: Final Project (see the rubric below)


Title page, introduction, subheadings, conclusion, and paper length.


Writing style:

Page numbers, paper well organized, grammatically sound, and citation and references in accordance to APA.


Paper content:

As part of your Final Paper, complete and submit all of the following parts by the end of this unit:

Part I: The Abstract
Part II: Table of Contents
Part III: Preliminary reference list


Provides a thorough discussion of the research topic especially as it relates to the course outcome “Evaluate the impact of financial management practices onorganizational decision-making.”

Analysis and Critical Thinking:
The discussion clearly demonstrates knowledge of finance theory.

Provides an executive summary of the analysis of the capital structure of the selected public company conveying the quality, depth, and completeness of your capital structure analysis, without going into excessive detail.

Writing style, APA format and citation style, and correct grammar and spelling in 5–7 pages (using four references) with additional title page, table of contents, graphs, charts, tables, etc.


Project Management

First, write a paragraph on what the integrative relationship is between scope, statement of work, work breakdown structure, and work package?

Second, choose one of the scenarios below and determine your project scope, top 3 risks, and a WBS shown in a hierarchical graphical format  in your planning efforts.

An initial response should be given by Thursday with responses/feedback to classmates by end of week on Sunday.

Scenario 1:

Company A has 500 employees and is about to celebrate its 10 year anniversary.  Though long in existence, the company is quite small and all its employees are located in the Seattle, WA area.  You have been assigned as the project manager to plan a corporate picnic.  The budget for the event cannot exceed $7000.  I am your sponsor.

Scenario 2:

Your family is about to plan a big vacation.  Mom can only take off for 8 business days. Dad says he wants to go to at least 2 locations of interest.  Assume I (as the Mom) have the decision making powers.

Scenario 3:

Your family is about to celebrate a holiday in the middle of January with a backyard barbeque and invite all family and friends. However, you only have a budget of $200.  Assume 1 (as the Mom) have the decision making powers.

Leadership And Organizational Behavior Week 6

Week 6 Assignment

Assignment Goal:  To examine the growth and structure decisions of a major international manufacturer.

Reflection Paper Description:

If one were to chart the growth spurts of Volkswagen over the past three decades, the chart would look like a roller coaster. Plans were for former BMW boss Bernd Pischetsrieder to fix ailing VW when he came aboard in 2002. However, the best laid plans often go astray. VW’s share price is down almost 50% and profits fell by 36%. What is wrong at VW? First, VW has always been able to charge more for its cars because of quality, innovation, styling, and an implied lifetime guarantee. In recent years, however, consumers have decided that the company is going to have to come up with more value for the dollar if loyalty is to be retained. Second, sales in China’s booming market (VW was one of the first car makers on the scene in this giant economy) have plummeted and GM has driven VW from its number one ranking. Third, cost-cutting moves have not worked. Fourth, VW uncharacteristically has labor pains. The CEO has had little luck in reversing these problems because his consensus management techniques are having little impact on VW’s change-resistant bureaucracy. Over half of the company’s 100 managers are not used to making their own decisions. This spells even more trouble for the company in the year ahead.

1. Using a search engine of your own choosing, investigate Volkswagen’s performance over the past two years. Write a brief summary of their fortunes and misfortunes.

2. Visit the Volkswagen website at From information supplied, characterize the company’s existing structure.
3. Based on what you have observed in Steps 1 and 2 above, suggest a new organizational structure for the company. Cite any assumptions that you made when you developed your structure.


Your satisfactory completion of this assignment is based on the following criteria:

1.  Accurate description and reference of all concepts and theories used in completing your paper.

2.  Practical examples of concepts that lead to continuing interest in the topic.

3.  Synthesis of concepts and theories from other course activities.

4.  Well-organized, clearly presented work (free from excessive spelling and grammatical errors).

5.  Properly cited sources using APA 6th edition.

MS6010 Course Project Guidelines


Your course project will consist of a 15–20-slide Microsoft PowerPoint presentation. These slides will help you present your investment idea to the President and CEO of the public company. As such, the slides must be well crafted to help convince the leader of the company of the need for the investment, the possible risks, and potential returns. Remember, the slides should outline the key points to be made and not overwhelm the viewer with too many details. You will provide the details in the speaker notes for each slide. The slide presentation must include:

  1. Cover page      listing the company, project, date, and presenter.
  2. Sufficient      background so that a potential investor understands the business.
  3. The      investment idea and summary justification.
  4. Enough      historic data from the worksheet you develop in Modules 3 and 4 to give an investor an understanding of      revenues, costs, expenses, cash flows, and potential returns in dollars      and using capital budgeting analysis concepts to demonstrate viability.
  5. The break-even      of the project.
  6. Your final      analysis summary that details why the company should invest the money in      this project.
  7. Speaker      notes in your Microsoft PowerPoint presentation to include background      information that you would communicate verbally in a presentation. This speaker      notes content should be the length necessary to explain the outline      presented in the slides. Each slide must have the requisite speaker notes      to explain the material/data presented in the slides as if you are making      a formal presentation and expect to verbalize those words.

This slide presentation is due before the end of class on Day 5 of Module 5 and is worth 25% of your course final grade or 250 points. Combined with the other submitted elements of the project, the total points allocated to this course project will be 500 points or 50% of your grade. The grading of this project will be extensive to match the percentage of course grade. Make sure you provide substantial work in the creating of this project.

Breakdown of Course Project Work



Major Task




Select public company and   begin planning project.



Seek approval of the   company, project investment idea, and justification by completing the Project   Approval Input in the link provided.




Begin working on the   Excel worksheet provided with the project to outline the revenues, costs,   expenses, and resulting cash flows.



Submit the final Excel   worksheet showing all data and calculations.



Submit Microsoft PowerPoint   presentation complete with speaker notes before the end of class Day 4.



Grading Criteria


Assignment Components


Max Points


By end of Module   2, complete the Project Approval Input and   answer the questions provided.

Selects US public company and provides name   and stock symbol. Explains interest in the company and in the investment   project.



Excel Worksheet Requirements:


Identify the various revenues, expenses,   costs, expenses, and cash flows. If a manufacturing company and investment   deals with projects, the analysis breaks down costs into fixed and variable,   direct and indirect.

All costs, revenues, expenses, and cash flows   required to implement the project are identified, listed, and summed   appropriately



Calculate the CVP or break-even point for the   project.

Calculations are complete and accurate.



Calculate NPV and IRR. Provides the numeric   viability of the project investment.

Calculations are complete and accurate.



Slide Presentation Requirements:


Includes a minimum of 15 slides

Each slide is formatted consistently with   proper spelling and grammar.



Cover page

Cover page listing the company, project, date,   and presenter



Company summary

Sufficient written background so that a   potential investor understands the business.



Data from Excel Worksheet

Enough historic data   from the graded worksheet to give an investor an understanding of revenues,   costs, expenses, cash flows, and potential returns in dollars and using   capital budgeting analysis concepts to demonstrate viability.



Analysis slides

Present the breakeven   and other types of analysis for the project.



Final recommendations

Provide your final   analysis summary that details why the company should invest the money in this   project.



Speaker notes on each slide

Speaker notes in your   PowerPoint presentation to include background information that you would   communicate verbally in a presentation. This background information should be   the length necessary to explain the outline presented in the slides. Each   slide must have the requisite speaker notes to explain the material/data   presented in the slides as if you are making a formal presentation and expect   to verbalize those words.





The company I chose was Lockheed Martin, I would like to have a festival in Pensacola Fl. For children showcasing the robotics the military uses to get the younger generation interested in this type of work and to support our military.

Below is one they are already having in DC, I want one in Pensacola Fl.


FREE EXPO: APRIL 7-8, 2018

Lockheed Martin is proud to be the founding and presenting host of the USA Science & Engineering Festival, the largest—and only—national STEM (science, technology, engineering, mathematics) event, created to inspire the next generation of scientists and engineers.

This free event features more than 1,000 STEM organizations presenting hands-on,
fun science activities for people of all ages.

Course Project—M3 Working Ahead

Last module, you received your instructor’s approval of your company and actual planned investment. In this module, you need to begin working on the Cost, Volume, Profit Analysis spreadsheet provided for the project to outline the revenues, costs, expenses, and resulting cash flows. If you selected a manufacturing company and the project deals with a product or change in project, you will need to consider direct and indirect costs. Detail out your costs and cash flows. Make sure these are reasonable for the project you have selected.

Before the end of Module 3, you should have all of your revenues, expenses, investments, profit, and resulting cash flows on an Excel worksheet complete with all calculations performed using Excel functions.

You will submit this spreadsheet for review by you instructor in Module 4. It will then be included as part of your final project in Module 5 and is worth 220 points, so be sure to get started on it now.

Course Project—M4 Working Ahead

Cost-Volume-Profit (CVP) Analysis

Review the Course Project Guidelines.

In the last module, you completed your estimate of cash flows for your project. In this module, you will calculate the break-even point for the project and the expected financial returns.

· Open the Cost-Volume-Profit spreadsheet that you have been working in and calculate the break-even point.of your proposed project. (Access the CVP template if you have not yet begun this work)

· The project must use a 6.5% cost of capital and a tax rate of 25%.

· Complete IRR (Internal Rate of Return) and NPV (Net Present Value) for the project.

· Make sure you show your Excel formulas or provide calculations so your instructor can review your work.

· You should have also considered key points of any intangible benefits or costs associated with the project and begun supplementing your pro forma statement with sufficient background information to enable a prospective investor to decide if your company is worth investing in.

Assignment 2: Course Project—Cost-Volume-Profit Analysis with Capital Budgeting

In this assignment, your goal is to use CVP analysis in a presentation of your project to enable a prospective investor to decide if your project is worth investing in. You will apply the concepts of CVP analysis learned in Modules 3 and 4 to the project you selected in Module 2.

Review the Course Project Guidelines.

Assignment Overview:

From the Microsoft Excel worksheet you developed in Modules 3 and 4, create a basic pro forma statement necessary to convince someone to provide the start-up funding of the project and then use this information, along with other outside research to create a Microsoft Power Point presentation. The slides of your presentation should be visually appealing—only containing the key points while the speaker notes associated with each slide should provide the essential details.

Assignment Tasks:

To create a pro forma statement:

1. Summarize the company and explain CVP and Capital budgeting. Use outside resources to best explain CVP and capital budgeting.

2. Identify and list the various costs—fixed and variable, direct and indirect—required to execute the project.

3. Calculate the break-even point for the project and the expected financial returns. (This is the work you have been doing in the CVP template). Make sure you show your Excel formulas or provide calculations so your instructor can review your work. Save your final calculations as MS6010_M5A2_CVP_Lastname_Firstinitial.xls. The completed template must accompany the slide presentation.

4. Include a brief discussion of key points of any intangible benefits or costs associated with the project.

5. Supplement your pro forma statement with sufficient background information to enable a prospective investor to decide if your company is worth investing in.

o The detail must have enough historic data to give an investor an understanding of trends.

o You should also have sufficient written background so that a potential investor understands the business. Use the speaker notes area of your presentation to add background information that you would communicate verbally in a presentation. This background information should be 1 to 2 pages in length.

Submission Details:

Support your predictions and suggestions with scholarly resources and empirical evidence. Use APA format to cite your sources. Use this APA Citation Helper as a convenient reference for properly citing resources.

Your submission should include the following.

· Your MS Excel worksheet named MS6010_M5A2_CVP_Lastname_Firstinitial, detailing all calculations.

· A minimum of 15 Microsoft PowerPoint slides (full copy of slides with notes) presentation.

· Include the required information concisely highlighting only the key points necessary for the purpose of this presentation, which is to convince a prospective investor to decide if your project is worth investing in.

· Your presentation should include sections addressing the topics listed and presented in bulleted format, avoiding long paragraphs of content.

· Support your predictions and suggestions with scholarly resources and empirical evidence.

· Use APA format to cite your sources.

· Speaker notes totaling 2–3 pages providing the background summary and details for each slide.

Strategic Plan Part I: Proposal Of A New Division

Purpose of Assignment

Students will have the opportunity to research a company and industry to conceptualize forming a new division of an existing company based on a new product or service. The assigned text and Strategic Planning Outline serve as a guide to complete sections of the capstone project each week. This will allow the student to lay the basic foundation for an effective strategic plan. A final plan will be presented in Week 5.

Assignment Steps

Resources: Strategic Planning Outline and Week 2 textbook readings

Use the Strategic Planning Outline as a guide to complete sections of your capstone project each week. A final strategic plan is due in Week 5. Cite your resources.

Develop a minimum 1,400-word proposal in which you explain the importance of innovation in your selected division’s vision, mission, and values, and determine your business model for this new division.

Include the following:

  • Propose a new product or service for the new company division. The division should be customer-focused with an innovative mission statement. Ensure you are differentiating your product or service.
  • Describe how the division addresses customer needs and achieves competitive advantage.
  • Create a vision and a business model for this new division that clearly demonstrates your decision on what you want your business to become in the future.
  • Explain how the vision, mission, and value of the new division align with the company’s mission and vision.
  • Summarize how the vision, mission, and values guide the division’s strategic direction.
  • Define your guiding principles and values for your division in the context of culture, social responsibility, and ethics.

Cite a minimum of two peer-reviewed references.

Format your paper consistent with APA guidelines.

GENB, Assignment 3

Suggested Length: 750 to 1000 words

Ethical Theories to Apply: Golden Rule and Virtue Ethics

1. Task

You work in the Ethics Department for ABC Company (ABC). Your department is dedicated to advising its employees about their ethical obligations in the corporate setting. You are an internal consultant who provides advice and most importantly, recommendations for action to employees of the firm. All communications you receive in this capacity are confidential.

Luke, an employee of ABC, comes to you with the following scenario and asks for your advice. He wants to fully consider the situation. Your task is to advise and recommend a course of action based on the specified ethical lenses and facts as given. Below are the facts that Luke provides to you.


Luke has been asked to work on a project that involves developing land recently purchased by ABC to build an adult entertainment retail store. According to the plan, the land is located on the corner of the neighborhood where Owen, Luke’s brother, lives.

Luke knows that as soon as the plans for the store are made public, property values for the surrounding neighborhood will decrease significantly. ABC plans to publicly announce the project one month from today.

Luke is concerned about his obligations of confidentiality to his company. However, Luke is also very close to Owen, who recently told Luke that he received an offer to sell his house at an “okay” price given the current real estate market. Owen is considering selling but hasn’t made any final decision yet. He wonders if he might get a better offer a few years from now when the real estate market improves.

What is the ethical issue, why is this an issue, and what should Luke do about it?


For assignment 3, prepare a memo, setting out your analysis and recommendations, that considers ONLY the following two theories: Golden Rule and Virtue Ethics.

Assessment Survey

Walt Disney Company needs you to develop an employee assessment survey that consists of 10 questions and will be administered through email to all employees. She hands you the following requirements that must be addressed within the survey:

  • Integrating a Likert scale
  • Identifying technical competencies on ERP systems
  • Examining skill depth within financial services
  • Reviewing overall knowledge of HR legal compliance
  • Understanding depth of product knowledge
  • Comprehending engineering technical abilities
  • Gathering information on general shipping knowledge
  • Identifying interest in future leaders

Your job is to submit your boss the questionnaire that contains 10 specific questions that integrate the requirements above along with any other necessary pieces of information you believe would add value to understanding the employees’ feelings about their operational knowledge and capabilities.

Additionally, you need to submit a one-page summary that includes an introduction showcasing an understanding of internal assessments. Within the body of the paper, provide comparative research to other possible external surveys. Lastly, within the conclusion, discuss why your survey will add operational value to the organization.