Tag: Business & Finance

[Solved] Business Finance – Management Week 6 assignment

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Research Questions: – Using the research questions you drafted in Week 5 and revising them based on feedback from your faculty member and peers, share your revised research questions. Ensure the research questions use the exact keywords as the problem and purpose statements and words to indicate the…

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Research Questions:
– Using the research questions you drafted in Week 5 and revising them based on feedback from your faculty member and peers, share your revised research questions. Ensure the research questions use the exact keywords as the problem and purpose statements and words to indicate the chosen design.
– For Qualitative Research: Draft 2 research questions. For Quantitative Research: Draft at least 1 research question and add hypotheses where appropriate
– Ensure alignment between the questions and your research method.
– Provide a brief paragraph explaining how these questions align with your chosen methodology.
Research Design:
– Identify the specific research design (e.g., case study, correlational, experimental, etc.).
– Write 1 paragraph justifying why this design is appropriate for addressing your research questions.
– Use at least two scholarly sources to support your design selection.
Formatting:
– Add these sections to the [Research Outline Template](https://multimedia.phoenix.edu/cms/202550198).
– Include references in APA format at the end of your assignment.
##### Assignment Deliverable
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November 5, 2026
[Solved] Week 2 Discussion Response- Improving Business Performance

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– ## Week2DiscussionResponse-ImprovingBusinessPerformance.docx **## Week2DiscussionResponse-ImprovingBusinessPerformance.docx** **Improving Business Performance** **Week 2 Discussion** **Colleagues 1** Lyndsay Camaroto Hello, The organization I chose is the one I work at as well, Even though for me …

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– ## Week2DiscussionResponse-ImprovingBusinessPerformance.docx

**## Week2DiscussionResponse-ImprovingBusinessPerformance.docx**

**Improving Business Performance**

**Week 2 Discussion**

**Colleagues 1**

Lyndsay Camaroto

Hello,

The organization I chose is the one I work at as well, Even though for me I have had great experiences as an employee and have really grown in my career. From a Moral standpoint, there are instances where I think our facility and organization could do better in the respects to our staff and clients we serve. In regards to the staff, we have client support staff, which are positions that do not require a college degree. These positons are essential in the productivity in the organization and providing ongoing client care. With that note, they are also the least paid positions and the staff, most of whom are adults with families aren’t paid a livable wage in todays world. We are able to retain staff to a point as a lot of them are in recovery and want to “give back” in a sense with working with our high risk population. The barrier that is faced is that in PA, our minimum wage is still $7.25 and because we start rate at $12.50 the overall organization will not budge on raising the base pay to a more livable wage, regardless of how much we push at the facility level. This causes a lot of strain with engagement and hiring practices, as we are not marketable or competitive, we usually don’t attract good quality staff (we have a good handful). Its hard as a member of leadership, that has been a part of the battle to raise wages to a more liveable wage for these support staff departments, that they tend to have to work multiple jobs, can’t afford insurance, childcare, and basic necessities.

Werhane moral imagination can be applied to break through the tunnel vision of the situation to be able to assess and present plausible solutions that could be beneficial in the long run for not only the employees but also the organization, at the facility level. Werhane (2008) stated that one can be trapped in the organizational culture that prevent creative thinking and can essentially prevent vision and opportunity. In regards to the low base pay for support staff, we can utilize moral imagination to explore the long term benefits as well as the short term risks and potential financial loss, that would eventually even out. Werhane (2008) stated that moral imagination is the ability to discover and act upon possibilities outside the framed set of rules. Inititaing by forcing self relfection upon the organization and the upper management to occur. Framing the situation at hand in a manner that would allow them the opportunity to envision how one would live on the wages we are providing, bringing in factual information regarding housing and other living expenses, and discuss how they can be creative to live on that wage. We would then present the financial numbers on how if raised to a base standard that is considered “competitive” in the local area to not only, provide ease of financial stress and burden, but also elevate the potential of attracting better quality of staff. Providing opportunity for the members of management to further imagine what changes could occur with more prominent and motivated staff on site levels. How that can essentially boost a desire to work, and provide quality service, and aid in reducing negative feedback and experiences. We are an organization and business providing rehabilitation services hundreds of men and women at a time, they are the main stakeholder that we should be focusing on. We must be creative, as we can focus on all the program changes and enhancements as we want, but if the staff that are working directly with them 24 hours a day aren’t able to reduce their own stress outside of work, or have to work 100 or more hours a week in order to make a living, we would see improvement in moral overall. Then taking that bit of information to further expand the imagination and as well as data, increasing the base pay would provide benefits culturally, morally, and in a business perspective, they would see a balance begin to occur as they essentially would see a decrease in OT pay as there would be no need for staff to work over 100 hours as we would then be able to retain more staff and not need to fill deficits in staffing.

Werhane, P. H. (2008).
[Mental models, moral imagination and system thinking in the age of globalizationLinks to an external site.\
Links to an external site.](https://search.ebscohost.com/login.aspx?direct=true&db=bth&AN=28564403&site=ehost-live&scope=site&authtype=shib&custid=s6527200). Journal of Business Ethics, 78(3), 463–474.

**Colleagues 2**

India Holmes

**_Synthesis: Employing Moral Imagination at Bank of America to Drive Positive Social Change_**

**Organizational Overview and Ethical Concern**

Bank of America (BoA) stands as a global leader in the financial services sector, delivering a wide array of banking, investment, asset management, and risk management services to individual consumers, businesses, and institutions. Despite its commitment to corporate social responsibility, BoA has faced persistent ethical criticism—most notably, regarding its role in perpetuating financial inequity in underserved communities.

A pressing concern lies in the institution’s history of closing branches in low-income and minority neighborhoods while maintaining a robust presence in more affluent areas (Baradaran, 2015). These actions contribute to systemic financial exclusion, which exacerbates economic disparities and undermines community development. Addressing this issue requires a shift from traditional business thinking to a framework that prioritizes ethical reflection and innovative solutions—an opportunity well suited for moral imagination.

**Applying Werhane’s Moral Imagination Framework**

Patricia Werhane’s concept of moral imagination offers a powerful lens for ethical decision-making in business. It involves the ability to transcend entrenched assumptions, envision alternative possibilities, and creatively reframe challenges to generate ethical and innovative solutions (Werhane, 1999). This framework encourages organizations to consider their broader societal responsibilities and explore new ways of operating that align business success with social good.

**In applying Werhane’s model, Bank of America can take the following actions:**

1. Reframe Existing Assumptions: Instead of perceiving the closure of branches in marginalized communities as merely a cost-saving measure, BoA could recognize these decisions as missed opportunities for long-term investment in community growth and customer loyalty.

2. Empathize and Innovate: Through moral imagination, BoA can place itself in the position of underserved populations, better understanding the structural barriers they face. This empathetic approach could inspire innovative solutions such as mobile banking services, digital access initiatives, or strategic partnerships with local organizations.

3. Create Inclusive Business Models: Moving beyond profit-centered models, BoA could implement hybrid strategies that merge financial performance with social impact. For instance, initiatives that combine financial literacy programs with affordable microloans could empower individuals and foster economic resilience, while also expanding BoA’s reach in underserved markets.

By adopting this morally imaginative approach, BoA would not only address the root causes of financial exclusion but also enhance its role as a catalyst for community empowerment and equitable development. Such efforts align with the broader view that corporations have a responsibility to create shared value for all stakeholders—not just shareholders (Freeman, Harrison, & Wicks, 2007).

Bank of America’s scale and influence position it uniquely to lead by example in integrating moral imagination into its corporate ethos. By rethinking how it serves marginalized communities and adopting ethically driven, innovative practices, BoA can contribute meaningfully to reducing financial inequality. Ultimately, this approach fosters sustainable success and affirms the institution’s commitment to advancing social justice through financial empowerment.

**References:**

Baradaran, M. (2015). How the Other Half Banks: Exclusion, Exploitation, and the Threat to Democracy. Harvard University Press.

Freeman, R. E., Harrison, J. S., & Wicks, A. C. (2007). Managing for Stakeholders: Survival, Reputation, and Success. Yale University Press.

Werhane, P. H. (1999). Moral Imagination and Management Decision-Making. Oxford University Press.

**## Week2DiscussionResponse-ImprovingBusinessPerformance.docx**

**Improving Business Performance**

**Week 2 Discussion**

**Colleagues 1**

Lyndsay Camaroto

Hello,

The organization I chose is the one I work at as well, Even though for me I have had great experiences as an employee and have really grown in my career. From a Moral standpoint, there are instances where I think our facility and organization could do better in the respects to our staff and clients we serve. In regards to the staff, we have client support staff, which are positions that do not require a college degree. These positons are essential in the productivity in the organization and providing ongoing client care. With that note, they are also the least paid positions and the staff, most of whom are adults with families aren’t paid a livable wage in todays world. We are able to retain staff to a point as a lot of them are in recovery and want to “give back” in a sense with working with our high risk population. The barrier that is faced is that in PA, our minimum wage is still $7.25 and because we start rate at $12.50 the overall organization will not budge on raising the base pay to a more livable wage, regardless of how much we push at the facility level. This causes a lot of strain with engagement and hiring practices, as we are not marketable or competitive, we usually don’t attract good quality staff (we have a good handful). Its hard as a member of leadership, that has been a part of the battle to raise wages to a more liveable wage for these support staff departments, that they tend to have to work multiple jobs, can’t afford insurance, childcare, and basic necessities.

Werhane moral imagination can be applied to break through the tunnel vision of the situation to be able to assess and present plausible solutions that could be beneficial in the long run for not only the employees but also the organization, at the facility level. Werhane (2008) stated that one can be trapped in the organizational culture that prevent creative thinking and can essentially prevent vision and opportunity. In regards to the low base pay for support staff, we can utilize moral imagination to explore the long term benefits as well as the short term risks and potential financial loss, that would eventually even out. Werhane (2008) stated that moral imagination is the ability to discover and act upon possibilities outside the framed set of rules. Inititaing by forcing self relfection upon the organization and the upper management to occur. Framing the situation at hand in a manner that would allow them the opportunity to envision how one would live on the wages we are providing, bringing in factual information regarding housing and other living expenses, and discuss how they can be creative to live on that wage. We would then present the financial numbers on how if raised to a base standard that is considered “competitive” in the local area to not only, provide ease of financial stress and burden, but also elevate the potential of attracting better quality of staff. Providing opportunity for the members of management to further imagine what changes could occur with more prominent and motivated staff on site levels. How that can essentially boost a desire to work, and provide quality service, and aid in reducing negative feedback and experiences. We are an organization and business providing rehabilitation services hundreds of men and women at a time, they are the main stakeholder that we should be focusing on. We must be creative, as we can focus on all the program changes and enhancements as we want, but if the staff that are working directly with them 24 hours a day aren’t able to reduce their own stress outside of work, or have to work 100 or more hours a week in order to make a living, we would see improvement in moral overall. Then taking that bit of information to further expand the imagination and as well as data, increasing the base pay would provide benefits culturally, morally, and in a business perspective, they would see a balance begin to occur as they essentially would see a decrease in OT pay as there would be no need for staff to work over 100 hours as we would then be able to retain more staff and not need to fill deficits in staffing.

Werhane, P. H. (2008).
[Mental models, moral imagination and system thinking in the age of globalizationLinks to an external site.\
Links to an external site.](https://search.ebscohost.com/login.aspx?direct=true&db=bth&AN=28564403&site=ehost-live&scope=site&authtype=shib&custid=s6527200). Journal of Business Ethics, 78(3), 463–474.

**Colleagues 2**

India Holmes

**_Synthesis: Employing Moral Imagination at Bank of America to Drive Positive Social Change_**

**Organizational Overview and Ethical Concern**

Bank of America (BoA) stands as a global leader in the financial services sector, delivering a wide array of banking, investment, asset management, and risk management services to individual consumers, businesses, and institutions. Despite its commitment to corporate social responsibility, BoA has faced persistent ethical criticism—most notably, regarding its role in perpetuating financial inequity in underserved communities.

A pressing concern lies in the institution’s history of closing branches in low-income and minority neighborhoods while maintaining a robust presence in more affluent areas (Baradaran, 2015). These actions contribute to systemic financial exclusion, which exacerbates economic disparities and undermines community development. Addressing this issue requires a shift from traditional business thinking to a framework that prioritizes ethical reflection and innovative solutions—an opportunity well suited for moral imagination.

**Applying Werhane’s Moral Imagination Framework**

Patricia Werhane’s concept of moral imagination offers a powerful lens for ethical decision-making in business. It involves the ability to transcend entrenched assumptions, envision alternative possibilities, and creatively reframe challenges to generate ethical and innovative solutions (Werhane, 1999). This framework encourages organizations to consider their broader societal responsibilities and explore new ways of operating that align business success with social good.

**In applying Werhane’s model, Bank of America can take the following actions:**

1. Reframe Existing Assumptions: Instead of perceiving the closure of branches in marginalized communities as merely a cost-saving measure, BoA could recognize these decisions as missed opportunities for long-term investment in community growth and customer loyalty.

2. Empathize and Innovate: Through moral imagination, BoA can place itself in the position of underserved populations, better understanding the structural barriers they face. This empathetic approach could inspire innovative solutions such as mobile banking services, digital access initiatives, or strategic partnerships with local organizations.

3. Create Inclusive Business Models: Moving beyond profit-centered models, BoA could implement hybrid strategies that merge financial performance with social impact. For instance, initiatives that combine financial literacy programs with affordable microloans could empower individuals and foster economic resilience, while also expanding BoA’s reach in underserved markets.

By adopting this morally imaginative approach, BoA would not only address the root causes of financial exclusion but also enhance its role as a catalyst for community empowerment and equitable development. Such efforts align with the broader view that corporations have a responsibility to create shared value for all stakeholders—not just shareholders (Freeman, Harrison, & Wicks, 2007).

Bank of America’s scale and influence position it uniquely to lead by example in integrating moral imagination into its corporate ethos. By rethinking how it serves marginalized communities and adopting ethically driven, innovative practices, BoA can contribute meaningfully to reducing financial inequality. Ultimately, this approach fosters sustainable success and affirms the institution’s commitment to advancing social justice through financial empowerment.

**References:**

Baradaran, M. (2015). How the Other Half Banks: Exclusion, Exploitation, and the Threat to Democracy. Harvard University Press.

Freeman, R. E., Harrison, J. S., & Wicks, A. C. (2007). Managing for Stakeholders: Survival, Reputation, and Success. Yale University Press.

Werhane, P. H. (1999). Moral Imagination and Management Decision-Making. Oxford University Press.

November 5, 2026
[Solved] Business Finance – Management P Assignment 1

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Social Problem Article: Please choose to summarize a social problem article of your choice, one page, double-spaced, Times Roman, 12 font, and please add a reference page.

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Social Problem Article: Please choose to summarize a social problem article of your choice, one page, double-spaced, Times Roman, 12 font, and please add a reference page.

November 5, 2026
[Solved] Discussion

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**Be sure to read Article 3 “Lockheed/Lockheed-Martin Skunk Works” before tackling this week’s Learning Engagement.** – Describe the “Skunk Works” (what it is, what it does, etc.) – Is the "Skunk Works" organizational structure: – Organic; or – Mechanistic; or – Ambidextrous Justify your answer. – _…

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**Be sure to read Article 3 “Lockheed/Lockheed-Martin Skunk Works” before tackling this week’s Learning Engagement.**
– Describe the “Skunk Works” (what it is, what it does, etc.)
– Is the "Skunk Works" organizational structure:
– Organic; or
– Mechanistic; or
– Ambidextrous
Justify your answer.
– _**In your opinion,**_ what do you think made the “Skunk Works” such a versatile and successful organization? Feel free to expand your answer beyond the scope of Chapters 10 & 11, if you feel up to the challenge!
**Professor's Guidance For This Week's LE:**
When it comes to innovation, it has been argued that large companies inherently have an advantage over small companies for a number of reasons…or do they? Another argument thrown out there is that innovative companies may depend on an organizational structure that is mechanistic or organic…or, considered the best of both worlds (maybe), ambidextrous. What kinds of companies do you think would benefit from these organizational structures? And from there, what do you think of Lockheed/Lockheed-Martin’s “Skunk Works” ability to develop cutting edge technologies to build advanced aircraft for the US military? Is it strictly an organizational structure or was there more?
Your goal this week is to determine why the “Skunk Works” is successful in what it does in the context of “Organizing for Innovation.” Answer the three (3) questions above, _**in the order it is asked.**_ One (1) point will be deducted for LE posts that _**do not**_ conform to this instruction.
**Discussion**
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November 5, 2026
[Solved] Discussion

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Read the article about the downfall of Toshiba _(_ [_https://qz.com/968747/it-took-toshiba-70-years-to-reach-its-peak-and-just-a-decade-to-fall-into-an-abyss/_](https://qz.com/968747/it-took-toshiba-70-years-to-reach-its-peak-and-just-a-decade-to-fall-into-an-abyss/) _)._ Discuss the issues with the…

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Read the article about the downfall of Toshiba _(_ [_https://qz.com/968747/it-took-toshiba-70-years-to-reach-its-peak-and-just-a-decade-to-fall-into-an-abyss/_](https://qz.com/968747/it-took-toshiba-70-years-to-reach-its-peak-and-just-a-decade-to-fall-into-an-abyss/) _)._
Discuss the issues with the management of innovation that led to the company's downfall.
What could they have done differently?
## **PROFESSOR'S GUIDANCE FOR THIS WEEK'S LE:**
As the article describes, in the 1980s and the 1990s, Japanese technological expertise dominated the market. Toshiba (and a number of other Japanese companies) was one of the major Japanese electronics conglomerates that defined technological excellence for decades. Sadly, Toshiba finds itself in serious trouble as to be split into three entities ( [https://www.japantimes.co.jp/news/2021/11/12/business/corporate-business/toshiba-three-way-split/](https://www.japantimes.co.jp/news/2021/11/12/business/corporate-business/toshiba-three-way-split/)).
The focus of your LE is to discuss, in quite simple terms, how Toshiba got into the current difficulty they are in (its corporate culture, decision making process, investment strategy, etc.). Ignoring the element of luck, what could they have done better or is what happened inevitable?
**Discussion**
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November 5, 2026
[Solved] Forcasting

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– ## Assignment3_Template.doc – ## Assignment3instructions.pdf – COMPLETED_Assignment2WorkbookTemplateExcel2.xlsx **## Assignment3_Template.doc** [removed] **## Assignment3instructions.pdf** JWI 531: Financial Management II Assignment 3 © Strayer University. All Rights Reserved. This document c…

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JWI 531: Financial Management II
Assignment 3

© Strayer University. All Rights Reserved. This document contains Strayer University confidential and proprietary information and may not be copied,
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JWI 531 – Assignment 3 (1244) Page 1 of 3

Assignment 3: Forecasting
Due: Monday, 9:00 am (eastern), Week 10 (18% of final grade)

In the first two assignments, you looked at: (1) how NVIDIA (NASDAQ: NVDA) and Intel (NASDAQ:
INTC) are positioned to take advantage of opportunities and manage risks and (2) how well each is
currently managing their performance. As part of this analysis, you identified potential areas for improvement
and considered whether a merger or acquisition could strengthen their financial performance.

Based on your insights and recommendations, Buffett is now asking for an assessment of what the future
holds for these businesses. In order to deliver this, you must be able to accurately forecast cash flows (the
money that comes in and the money that goes out). Like any predictions about the future, these forecasts
require the collection and analysis of reliable data, including leading indicators in the broader economy as
well as the market forces that impact competitive dynamics. This analysis will enable you to make smarter
decisions about how to plan for the future in order to maximize returns, minimize risks, and beat the
competition.

Instructions
For this assignment, you will continue to use the published data from the most recent annual reports you
have been studying, as well as analyst reports and other resources available on the Internet.

A. Complete the Assignment 3 Worksheet to assemble and assess your forecasts of working capital.
The guidance for this is found in Chapter 7 of The CFO Guidebook.

B. Summarize your Analysis and Recommendations by addressing the following questions:

i. Which metrics/trends are most critical for forecasting future performance and for budgeting?

To answer this, you must include an analysis of both past trend performance AND the
applicability and reliability of key forecast indicators. In your response, consider:

a. Which company has the stronger income statement? Explain.
b. Which company has the stronger cash flows? Explain.
c. Which company has the stronger operating performance? Explain.

ii. Why are the metrics/trends in the data sets above so critical? How reliable are they as

predictors of future performance?

iii. Based on the data you have analyzed, which metrics would you focus on to improve the
performance of the weaker company against the stronger one? Why?

a. How would you do this? What specific financial tools would you apply? Why?
b. What would “realistic” improvement look like?
c. How would you measure success?

JWI 531: Financial Management II
Assignment 3

© Strayer University. All Rights Reserved. This document contains Strayer University confidential and proprietary information and may not be copied,
further distributed, or otherwise disclosed, in whole or in part, without the expressed written permission of Strayer University. This document is subject to
change based on the needs of the class.

JWI 531 – Assignment 3 (1244) Page 2 of 3

iv. If you were given the opportunity to join either of these two companies as the new CFO, which
one would you pick, and why? In considering your answer to this question, the majority of your
compensation plan will be tied to the improvements you can help to drive. Therefore, you should
not base your decision on which company is currently performing better but on which
company's performance – and valuation – has the greatest potential for growth.

Submission Requirements

A. Complete and submit the Assignment 3 Worksheet component of the Workbook, along with your
written work for Part B, through the assignment link in Canvas.

B. Format your written responses for Analysis and Recommendation as follows:

• Typed, double-spaced, professional font (size 10-12), including headings and subheadings (to
identify main topics and subtopics), with one-inch margins on all sides.

• References must be included and provide appropriate information that enables the reader to
locate the original source.

o Application and analysis of course materials and resources is expected.
o At least one additional source beyond the course materials must be cited to support

your analysis and recommendations.
• Include a cover page containing the title of the assignment, your name, the professor’s name,

the course title, and the date.
• The maximum length is 4 pages, excluding your cover page, completed worksheets, and

reference list.

JWI 531: Financial Management II
Assignment 3

© Strayer University. All Rights Reserved. This document contains Strayer University confidential and proprietary information and may not be copied,
further distributed, or otherwise disclosed, in whole or in part, without the expressed written permission of Strayer University. This document is subject to
change based on the needs of the class.

JWI 531 – Assignment 3 (1244) Page 3 of 3

RUBRIC

Weight: 18% of
Course Grade

Assignment 3:
Forecasting

CRITERIA Honors High Pass Pass Low Pass Unsatisfactory
1. Complete the

assignment
worksheet

Weight: 30%

Submitted
worksheet had
90% or higher
correct data sets.

Submitted
worksheet had
between 80%
and 89% correct
data sets.

Submitted
worksheet had
between 70%
and 79% correct
data sets.

Submitted
worksheet had
between 60%
and 69% correct
data sets.

Did not submit
worksheet or
had fewer
than 60%
correct data
sets
entered.

2. Present
synopsis of
data

Weight: 30%

Data synopsis
was excellent;
accurately
highlighted key
data presented
in both annual
reports and
third-party
sources.

Synopsis was
very good;
focused on the
most critical
elements with
only minor
elements
unclear/missing.

Synopsis was
good; provided
general
snapshot of key
data, but did not
focus on the
most critical
elements.

Synopsis was
overly simplistic;
restated the
data, but did not
provide a
coherent
overview.

Synopsis
was missing,
incomplete,
inaccurate, or
did not align
with data.

3. Present and
defend sound
recommended
finance
strategies

Weight: 30%

Presented and
defended
excellent
finance
strategies;
exemplary
connection to
core finance
principles and
to real-world
circumstances.
Excellent
consideration of
viable options
with very clear
rationale for
why options
were not
chosen.

Presented and
defended very
good finance
strategies; solid
connection to
core finance
principles and
to real-world
circumstances.
Very good
consideration
of viable
options with
good rationale
for why options
were not
chosen.

Recommended
strategies were
good, but lacked
clarity on how
they could be
implemented to
drive outcomes.
Addressed other
options, but was
unclear why
these were not
chosen.

Recommended
strategies were
basic or were
not supported
by data and
analysis or tied
to desired
outcomes.
Made minimal
reference to
options, but did
not explain why
these were not
recommended.

Recommended
strategies were
missing,
superficial,
and/or were
not supported
by data and
analysis. No
options were
presented.

4. Include
appropriate
citations and
use
professional
writing
standards

Weight: 10%

Citations and
references to
both course
materials and
additional
sources were
properly
documented;
free from
grammatical and
formatting
errors; adhered
to maximum
length.

Citations and
references to
both course
materials and
additional
sources were
properly
documented;
contained
minor
grammatical
and formatting
errors.

Citations and
references to
both course
materials and
additional
sources were
properly
documented;
contained some
grammatical and
formatting errors.

Included some
citations and
references to
course
materials, but
failed to cite for
several key
references;
contained
distracting
grammatical or
formatting
errors.

No citations
provided and/or
references to
course
materials were
missing or did
not support key
content in
submission;
numerous
writing
mistakes.

**COMPLETED_Assignment2WorkbookTemplateExcel2.xlsx**

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**COMPLETED_Assignment2WorkbookTemplateExcel2.xlsx**

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**## Assignment3_Template.doc**

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**## Assignment3instructions.pdf**

JWI 531: Financial Management II
Assignment 3

© Strayer University. All Rights Reserved. This document contains Strayer University confidential and proprietary information and may not be copied,
further distributed, or otherwise disclosed, in whole or in part, without the expressed written permission of Strayer University. This document is subject to
change based on the needs of the class.

JWI 531 – Assignment 3 (1244) Page 1 of 3

Assignment 3: Forecasting
Due: Monday, 9:00 am (eastern), Week 10 (18% of final grade)

In the first two assignments, you looked at: (1) how NVIDIA (NASDAQ: NVDA) and Intel (NASDAQ:
INTC) are positioned to take advantage of opportunities and manage risks and (2) how well each is
currently managing their performance. As part of this analysis, you identified potential areas for improvement
and considered whether a merger or acquisition could strengthen their financial performance.

Based on your insights and recommendations, Buffett is now asking for an assessment of what the future
holds for these businesses. In order to deliver this, you must be able to accurately forecast cash flows (the
money that comes in and the money that goes out). Like any predictions about the future, these forecasts
require the collection and analysis of reliable data, including leading indicators in the broader economy as
well as the market forces that impact competitive dynamics. This analysis will enable you to make smarter
decisions about how to plan for the future in order to maximize returns, minimize risks, and beat the
competition.

Instructions
For this assignment, you will continue to use the published data from the most recent annual reports you
have been studying, as well as analyst reports and other resources available on the Internet.

A. Complete the Assignment 3 Worksheet to assemble and assess your forecasts of working capital.
The guidance for this is found in Chapter 7 of The CFO Guidebook.

B. Summarize your Analysis and Recommendations by addressing the following questions:

i. Which metrics/trends are most critical for forecasting future performance and for budgeting?

To answer this, you must include an analysis of both past trend performance AND the
applicability and reliability of key forecast indicators. In your response, consider:

a. Which company has the stronger income statement? Explain.
b. Which company has the stronger cash flows? Explain.
c. Which company has the stronger operating performance? Explain.

ii. Why are the metrics/trends in the data sets above so critical? How reliable are they as

predictors of future performance?

iii. Based on the data you have analyzed, which metrics would you focus on to improve the
performance of the weaker company against the stronger one? Why?

a. How would you do this? What specific financial tools would you apply? Why?
b. What would “realistic” improvement look like?
c. How would you measure success?

JWI 531: Financial Management II
Assignment 3

© Strayer University. All Rights Reserved. This document contains Strayer University confidential and proprietary information and may not be copied,
further distributed, or otherwise disclosed, in whole or in part, without the expressed written permission of Strayer University. This document is subject to
change based on the needs of the class.

JWI 531 – Assignment 3 (1244) Page 2 of 3

iv. If you were given the opportunity to join either of these two companies as the new CFO, which
one would you pick, and why? In considering your answer to this question, the majority of your
compensation plan will be tied to the improvements you can help to drive. Therefore, you should
not base your decision on which company is currently performing better but on which
company's performance – and valuation – has the greatest potential for growth.

Submission Requirements

A. Complete and submit the Assignment 3 Worksheet component of the Workbook, along with your
written work for Part B, through the assignment link in Canvas.

B. Format your written responses for Analysis and Recommendation as follows:

• Typed, double-spaced, professional font (size 10-12), including headings and subheadings (to
identify main topics and subtopics), with one-inch margins on all sides.

• References must be included and provide appropriate information that enables the reader to
locate the original source.

o Application and analysis of course materials and resources is expected.
o At least one additional source beyond the course materials must be cited to support

your analysis and recommendations.
• Include a cover page containing the title of the assignment, your name, the professor’s name,

the course title, and the date.
• The maximum length is 4 pages, excluding your cover page, completed worksheets, and

reference list.

JWI 531: Financial Management II
Assignment 3

© Strayer University. All Rights Reserved. This document contains Strayer University confidential and proprietary information and may not be copied,
further distributed, or otherwise disclosed, in whole or in part, without the expressed written permission of Strayer University. This document is subject to
change based on the needs of the class.

JWI 531 – Assignment 3 (1244) Page 3 of 3

RUBRIC

Weight: 18% of
Course Grade

Assignment 3:
Forecasting

CRITERIA Honors High Pass Pass Low Pass Unsatisfactory
1. Complete the

assignment
worksheet

Weight: 30%

Submitted
worksheet had
90% or higher
correct data sets.

Submitted
worksheet had
between 80%
and 89% correct
data sets.

Submitted
worksheet had
between 70%
and 79% correct
data sets.

Submitted
worksheet had
between 60%
and 69% correct
data sets.

Did not submit
worksheet or
had fewer
than 60%
correct data
sets
entered.

2. Present
synopsis of
data

Weight: 30%

Data synopsis
was excellent;
accurately
highlighted key
data presented
in both annual
reports and
third-party
sources.

Synopsis was
very good;
focused on the
most critical
elements with
only minor
elements
unclear/missing.

Synopsis was
good; provided
general
snapshot of key
data, but did not
focus on the
most critical
elements.

Synopsis was
overly simplistic;
restated the
data, but did not
provide a
coherent
overview.

Synopsis
was missing,
incomplete,
inaccurate, or
did not align
with data.

3. Present and
defend sound
recommended
finance
strategies

Weight: 30%

Presented and
defended
excellent
finance
strategies;
exemplary
connection to
core finance
principles and
to real-world
circumstances.
Excellent
consideration of
viable options
with very clear
rationale for
why options
were not
chosen.

Presented and
defended very
good finance
strategies; solid
connection to
core finance
principles and
to real-world
circumstances.
Very good
consideration
of viable
options with
good rationale
for why options
were not
chosen.

Recommended
strategies were
good, but lacked
clarity on how
they could be
implemented to
drive outcomes.
Addressed other
options, but was
unclear why
these were not
chosen.

Recommended
strategies were
basic or were
not supported
by data and
analysis or tied
to desired
outcomes.
Made minimal
reference to
options, but did
not explain why
these were not
recommended.

Recommended
strategies were
missing,
superficial,
and/or were
not supported
by data and
analysis. No
options were
presented.

4. Include
appropriate
citations and
use
professional
writing
standards

Weight: 10%

Citations and
references to
both course
materials and
additional
sources were
properly
documented;
free from
grammatical and
formatting
errors; adhered
to maximum
length.

Citations and
references to
both course
materials and
additional
sources were
properly
documented;
contained
minor
grammatical
and formatting
errors.

Citations and
references to
both course
materials and
additional
sources were
properly
documented;
contained some
grammatical and
formatting errors.

Included some
citations and
references to
course
materials, but
failed to cite for
several key
references;
contained
distracting
grammatical or
formatting
errors.

No citations
provided and/or
references to
course
materials were
missing or did
not support key
content in
submission;
numerous
writing
mistakes.

**COMPLETED_Assignment2WorkbookTemplateExcel2.xlsx**

This file is too large to display. [View in new window](https://www.sweetstudy.com/files/completed-assignment2workbooktemplateexcel2-xlsx)

**## Assignment3_Template.doc**

[removed]

**## Assignment3instructions.pdf**

JWI 531: Financial Management II
Assignment 3

© Strayer University. All Rights Reserved. This document contains Strayer University confidential and proprietary information and may not be copied,
further distributed, or otherwise disclosed, in whole or in part, without the expressed written permission of Strayer University. This document is subject to
change based on the needs of the class.

JWI 531 – Assignment 3 (1244) Page 1 of 3

Assignment 3: Forecasting
Due: Monday, 9:00 am (eastern), Week 10 (18% of final grade)

In the first two assignments, you looked at: (1) how NVIDIA (NASDAQ: NVDA) and Intel (NASDAQ:
INTC) are positioned to take advantage of opportunities and manage risks and (2) how well each is
currently managing their performance. As part of this analysis, you identified potential areas for improvement
and considered whether a merger or acquisition could strengthen their financial performance.

Based on your insights and recommendations, Buffett is now asking for an assessment of what the future
holds for these businesses. In order to deliver this, you must be able to accurately forecast cash flows (the
money that comes in and the money that goes out). Like any predictions about the future, these forecasts
require the collection and analysis of reliable data, including leading indicators in the broader economy as
well as the market forces that impact competitive dynamics. This analysis will enable you to make smarter
decisions about how to plan for the future in order to maximize returns, minimize risks, and beat the
competition.

Instructions
For this assignment, you will continue to use the published data from the most recent annual reports you
have been studying, as well as analyst reports and other resources available on the Internet.

A. Complete the Assignment 3 Worksheet to assemble and assess your forecasts of working capital.
The guidance for this is found in Chapter 7 of The CFO Guidebook.

B. Summarize your Analysis and Recommendations by addressing the following questions:

i. Which metrics/trends are most critical for forecasting future performance and for budgeting?

To answer this, you must include an analysis of both past trend performance AND the
applicability and reliability of key forecast indicators. In your response, consider:

a. Which company has the stronger income statement? Explain.
b. Which company has the stronger cash flows? Explain.
c. Which company has the stronger operating performance? Explain.

ii. Why are the metrics/trends in the data sets above so critical? How reliable are they as

predictors of future performance?

iii. Based on the data you have analyzed, which metrics would you focus on to improve the
performance of the weaker company against the stronger one? Why?

a. How would you do this? What specific financial tools would you apply? Why?
b. What would “realistic” improvement look like?
c. How would you measure success?

JWI 531: Financial Management II
Assignment 3

© Strayer University. All Rights Reserved. This document contains Strayer University confidential and proprietary information and may not be copied,
further distributed, or otherwise disclosed, in whole or in part, without the expressed written permission of Strayer University. This document is subject to
change based on the needs of the class.

JWI 531 – Assignment 3 (1244) Page 2 of 3

iv. If you were given the opportunity to join either of these two companies as the new CFO, which
one would you pick, and why? In considering your answer to this question, the majority of your
compensation plan will be tied to the improvements you can help to drive. Therefore, you should
not base your decision on which company is currently performing better but on which
company's performance – and valuation – has the greatest potential for growth.

Submission Requirements

A. Complete and submit the Assignment 3 Worksheet component of the Workbook, along with your
written work for Part B, through the assignment link in Canvas.

B. Format your written responses for Analysis and Recommendation as follows:

• Typed, double-spaced, professional font (size 10-12), including headings and subheadings (to
identify main topics and subtopics), with one-inch margins on all sides.

• References must be included and provide appropriate information that enables the reader to
locate the original source.

o Application and analysis of course materials and resources is expected.
o At least one additional source beyond the course materials must be cited to support

your analysis and recommendations.
• Include a cover page containing the title of the assignment, your name, the professor’s name,

the course title, and the date.
• The maximum length is 4 pages, excluding your cover page, completed worksheets, and

reference list.

JWI 531: Financial Management II
Assignment 3

© Strayer University. All Rights Reserved. This document contains Strayer University confidential and proprietary information and may not be copied,
further distributed, or otherwise disclosed, in whole or in part, without the expressed written permission of Strayer University. This document is subject to
change based on the needs of the class.

JWI 531 – Assignment 3 (1244) Page 3 of 3

RUBRIC

Weight: 18% of
Course Grade

Assignment 3:
Forecasting

CRITERIA Honors High Pass Pass Low Pass Unsatisfactory
1. Complete the

assignment
worksheet

Weight: 30%

Submitted
worksheet had
90% or higher
correct data sets.

Submitted
worksheet had
between 80%
and 89% correct
data sets.

Submitted
worksheet had
between 70%
and 79% correct
data sets.

Submitted
worksheet had
between 60%
and 69% correct
data sets.

Did not submit
worksheet or
had fewer
than 60%
correct data
sets
entered.

2. Present
synopsis of
data

Weight: 30%

Data synopsis
was excellent;
accurately
highlighted key
data presented
in both annual
reports and
third-party
sources.

Synopsis was
very good;
focused on the
most critical
elements with
only minor
elements
unclear/missing.

Synopsis was
good; provided
general
snapshot of key
data, but did not
focus on the
most critical
elements.

Synopsis was
overly simplistic;
restated the
data, but did not
provide a
coherent
overview.

Synopsis
was missing,
incomplete,
inaccurate, or
did not align
with data.

3. Present and
defend sound
recommended
finance
strategies

Weight: 30%

Presented and
defended
excellent
finance
strategies;
exemplary
connection to
core finance
principles and
to real-world
circumstances.
Excellent
consideration of
viable options
with very clear
rationale for
why options
were not
chosen.

Presented and
defended very
good finance
strategies; solid
connection to
core finance
principles and
to real-world
circumstances.
Very good
consideration
of viable
options with
good rationale
for why options
were not
chosen.

Recommended
strategies were
good, but lacked
clarity on how
they could be
implemented to
drive outcomes.
Addressed other
options, but was
unclear why
these were not
chosen.

Recommended
strategies were
basic or were
not supported
by data and
analysis or tied
to desired
outcomes.
Made minimal
reference to
options, but did
not explain why
these were not
recommended.

Recommended
strategies were
missing,
superficial,
and/or were
not supported
by data and
analysis. No
options were
presented.

4. Include
appropriate
citations and
use
professional
writing
standards

Weight: 10%

Citations and
references to
both course
materials and
additional
sources were
properly
documented;
free from
grammatical and
formatting
errors; adhered
to maximum
length.

Citations and
references to
both course
materials and
additional
sources were
properly
documented;
contained
minor
grammatical
and formatting
errors.

Citations and
references to
both course
materials and
additional
sources were
properly
documented;
contained some
grammatical and
formatting errors.

Included some
citations and
references to
course
materials, but
failed to cite for
several key
references;
contained
distracting
grammatical or
formatting
errors.

No citations
provided and/or
references to
course
materials were
missing or did
not support key
content in
submission;
numerous
writing
mistakes.

**COMPLETED_Assignment2WorkbookTemplateExcel2.xlsx**

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– 1
– 2
– 3

November 5, 2026
[Solved] Module 2 Discussion Board

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November 5, 2026
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**For this assignment, following APA style, perform a** **comprehensively critical analysis. No Specific questions are given.** **Please read the “Shouldice Hospital Limited (B) Case Study. Review the case in its entirety.** **1.Identify and extract pertinent and critical elements from the review 1-…

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Assignment Prompt & Instructions

**For this assignment, following APA style, perform a** **comprehensively critical analysis. No Specific questions are given.**
**Please read the “Shouldice Hospital Limited (B) Case Study. Review the case in its entirety.**
**1.Identify and extract pertinent and critical elements from the review 1-2 pages**
**2. Conduct a scholar research for supporting information; (10 references are required, which means a minimum of 10 in-text citations). 1-2 pages**
**3. Write a critical analysis following APA guidelines (minimum of intro/background; identifying relevant data and comparison approach and conclusions with citations and references). 1-2 pages**
**4. A summary/conclusion is required. 1-2 pages**
**5. References page 1-2 pages**
**APA requires a title page with individual team member names is required. I suggest a team leader for each team and leader should edit and make sure all parts connect. (second person is fine – "we" but not first – I").**
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November 5, 2026
[Solved] Discussion #2.

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### Discussion #2 THIS IS A GROUP RD! You do not have to answer to your peers. ### **Please search for a company of your (team) choice and for this this week’s Research Discussion #2.** You have to search very insightful information of the company chosen by you and, please read the article/materia…

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### Discussion #2
THIS IS A GROUP RD!
You do not have to answer to your peers.
### **Please search for a company of your (team) choice and for this this week’s Research Discussion #2.**
You have to search very insightful information of the company chosen by you and, please read the article/material carefully and analyze it critically using other scholarly/academic resources to support your analysis.
Please upload a Short PowerPoint Video presentation of your Group Research Discussion (Group) along with the actually written group Research Discussion. You can use Zoom, Jing, Youtube, etc to record your PPT presentation. Please upload it as a folder with written Group RD and the presentation link.
## Topic: **X (name of the company you research)** Company’s gaining and Sustaining Competitive Advantage.
After reading this material you found please discuss the following in great detail and in line with the expectation of DBA Learning Engagement.
– Which PESTEL factors are the most salient for the paper you have read?
– Do you see a future for small businesses in lieu of what you have read?
– Why or why not?
– Looking at Porter’s five forces of competition given the COVID-19 crisis for the small businesses, how would you assess the survivability of your company?
– Draw a strategic conclusion for the small businesses given what you have read. What are your conclusions?
NOTE: Post your 1000-1500 word group post, your PowerPoint presentation by Wednesday 11:55 pm in
**Discussion #2.**
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– ### [Discussion #2.](https://www.sweetstudy.com/questions/discussion-2-20920223)
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November 5, 2026
[Solved] BUS 7130 – Seminar in Advanced Strategic Management Research Discussion #1

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## BUS 7130 – Seminar in Advanced Strategic Management ### Research Discussion #1 ### TOPIC: Tesla's Automated Driving Strategy Please read the report called: WHY TRADITIONAL OEMS SHOULD THOROUGHLY ANALYSE TESLA’S AD STRATEGY? Included in this week's material. You will see a clear statement that st…

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Assignment Prompt & Instructions

## BUS 7130 – Seminar in Advanced Strategic Management
### Research Discussion #1
### TOPIC: Tesla's Automated Driving Strategy
Please read the report called: WHY TRADITIONAL OEMS SHOULD THOROUGHLY ANALYSE TESLA’S AD STRATEGY? Included in this week's material. You will see a clear statement that states: _"According to CEO of Tesla, Elon Musk’s second "Master Plan", a high-level plan depicting the Company’s main strategic goals, the next big innovation that Tesla will drive to market is automated driving (AD). Standing in stark contrast to many other OEMs who currently scale back their AD ambitions due to the high associated investments, Elon Musk continues to aggressively push the issue. One strong indication being that Musk recently made AD one of Tesla’s top-priorities, overlooking it personally."_
_Do some additional research into this particular aspect and share with us your take on Tesla's AD strategy!_
**PROFESSOR'S GUIDANCE FOR THIS WEEK'S RD:**
_Make sure you stay focused on the topic because Tesla has many different and sometimes totally independent strategies. Understanding the AD strategy first and looking at what such a strategy could mean for Tesla's future is paramount._
**Be sure to proofread carefully (Use Grammarly – the premium version! Make sure your writing score is more than 90) and cite your sources (APA 7.0 ed).**
NOTE:
1. Post your 500-700 word answers by Wednesday 11:55 pm to earn a maximum of 14 points.
2. Offer at least two 300-400 word comments (replies) to posts from your peers’ discussions by Sunday 11:55 pm to earn a maximum of 8 points each (total 16 points)
3. The total grade on each week's LE is 30 points.
### TOPIC: Tesla's Automated Driving Strategy
Please read the report called: WHY TRADITIONAL OEMS SHOULD THOROUGHLY ANALYSE TESLA’S AD STRATEGY? Included in this week's material. You will see a clear statement that states: _"According to CEO of Tesla, Elon Musk’s second "Master Plan", a high-level plan depicting the Company’s main strategic goals, the next big innovation that Tesla will drive to market is automated driving (AD). Standing in stark contrast to many other OEMs who currently scale back their AD ambitions due to the high associated investments, Elon Musk continues to aggressively push the issue. One strong indication being that Musk recently made AD one of Tesla’s top-priorities, overlooking it personally."_
_Do some additional research into this particular aspect and share with us your take on Tesla's AD strategy!_
**PROFESSOR'S GUIDANCE FOR THIS WEEK'S RD:**
_Make sure you stay focused on the topic because Tesla has many different and sometimes totally independent strategies. Understanding the AD strategy first and looking at what such a strategy could mean for Tesla's future is paramount._
**Be sure to proofread carefully (Use Grammarly – the premium version! Make sure your writing score is more than 90) and cite your sources (APA 7.0 ed).**
NOTE:
1. Post your 500-700 word answers by Wednesday 11:55 pm to earn a maximum of 14 points.
2. Offer at least two 300-400 word comments (replies) to posts from your peers’ discussions by Sunday 11:55 pm to earn a maximum of 8 points each (total 16 points)
3. The total grade on each week's LE is 30 points.
**BUS 7130 – Seminar in Advanced Strategic Management Research Discussion #1**
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AutomatedDrivingADstrategy.edited.docx
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