Finance Basics

Imagine you are an executive for BP, JP Morgan or, GoldMan Sacs, and you are preparing a presentation for the board of directors about the organization’s direction. 

Create a 10- to 15-slide Microsoft® PowerPoint® presentation, with speaker notes, in which you address the following:

  • Purpose statement – introduction
  • Analyze factors that influence each of the following: the company’s strategic planning, tactical planning, operational planning, and contingency planning.
  • Analyze the influence that legal issues, ethics, and corporate social responsibility have had on management planning at the organization. Provide at least one example for each.
  • Evaluate the planning function of management as it relates to the organization’s goals and strategies. Use steps in the planning process outlined in the text.
  • Conclusion and recommendation

Format your presentation consistent with PowerPoint guidelines provided in UOP Library Tutorial. References should follow APA guidelines. Presentations are not text based communication – but visual media communication. Keep slides simple – aim for concise summarized text and graphics.

Include substantive speaker notes to explain the key points in your presentation.


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