B2295G+Assignment+Schedule+FW23

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School

Western University *

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2295G

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Business

Date

Feb 20, 2024

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Uploaded by Gpaxy

Page 1 of 6 2 nd TERM ASSIGNMENT SCHEDULE 2024 Instructor: Julie Gosse (SH 2315L, 519-661-3253) jgosse@ivey.ca Coordinator: Clarissa Reynolds (SH 2313K, 519-661-3853) creynolds@ivey.ca 3:30pm - 5:00pm, Mondays & Wednesdays – Somerville House room 3315 TEXT – Business Basics for the Sciences, BUS 2295F/G, 2023 & 2024 Available to purchase through Ivey Publishing: https://www.iveypublishing.ca/s/ivey-coursepack/a1R5c00000FvYDkEAN The work listed for each class is to be completed by the student before attending the class. The completed work will be discussed during class. Complete all work and attend every class to ensure adequate preparation for exams and reports. Check OWL daily for new course content and updates. FINANCIAL & ACCOUNTING MANAGEMENT MONDAY, JANUARY 8 PAGES TOPIC: Introduction to Business 2295 and Financial Statements READINGS: An Introductory Note on the Case Method 5+ EXERCISE: In-Class - Preparing a Statement of Earnings and Balance Sheet WEDNESDAY, JANUARY 10 PAGES TOPIC: READINGS: The Statement of Earnings and Balance Sheet Introductory Note on Financial Statements – use for reference 11+ ASSIGNMENTS: Buckeye Department Store Ltd. 42 Annie’s Retail Florist 45 MONDAY, JANUARY 15 PAGES TOPIC: The Statement of Earnings and Balance Sheet 11+ READINGS: Introductory Note on Financial Statements – use for reference ASSIGNMENTS: Sangster Retail Sales, Inc. Johnson Hardware Store Ltd. 42 45 WEDNESDAY, JANUARY 17 PAGES TOPIC: The Statement of Retained Earnings 11+ READINGS: Introductory Note on Financial Statements – use for reference ASSIGNMENTS: Mason’s Incorporated & Lisa's Waterbed Emporium Inc. TAKEHOME QUIZ ASSIGNED TODAY ON OWL – DUE BY NEXT CLASS 47 & 107 BUSINESS 2295G

Page 2 of 6 MONDAY, JANUARY 22 TAKEHOME QUIZ DUE BY CLASS TIME TODAY PREPARING FINANCIAL STATEMENTS: IN-CLASS DISCUSSION MONDAY, JANUARY 29 PAGES TOPIC: Financial Ratio Analysis READINGS: Introductory Note on Financial Management – use as reference 52+ ASSIGNMENT: Baxter Distribution Co. Ltd. Complete the ratio worksheet and interpret your findings, add insight (you do not need to prepare a statement of cash flows) 103 – 105 WEDNESDAY, JANUARY 31 PAGES TOPIC: Interpreting the Statement of Cash Flows and Financial Ratios READINGS: Introductory Note on Financial Management – use as reference 55+ CASE: Gardiner Wholesalers (A) 112 ASSIGNMENT: Analyze the Cash Flow Statement and financial ratios for ELEGANCE JEWELLERS - NOT S.D. Taylor. (ratios posted on OWL). As Kathy, what would you do? Why? Fully support your responses with insight. MONDAY, FEBRUARY 5 IN-CLASS TEST STATEMENT OF CASH FLOW & RATIO ANALYSIS/INTERPRETATION 3:30PM – 5:00PM Rooms TBA WEDNESDAY, FEBRUARY 7 PAGES TOPIC: Projected Financial Statements CASE: Gardiner Wholesalers (B) 122 READINGS: Introductory Note on Financial Management – use as reference 52+ ASSIGNMENT: 1. Prepare a set of projected financial statements for Elegance Jewelers 2. What are the financial needs of the company? (What does your plug suggest?) 3. As Kathy Wilson, what recommendations would you make to the credit and sales managers regarding Elegance’s credit policy? Why? Fully support your responses with case evidence and insight. WEDNESDAY, JANUARY 24 PAGES TOPIC: The Statement of Cash Flows READINGS: Introductory Note on Financial Management – use as reference 52+ CASE: The 10 Beach Hut 109 ASSIGNMENT: Prepare a cash flow statement. Assess how the company is using their money to run the business from operating activities, financing activities, and investing activities.

Page 3 of 6 MONDAY, FEBRUARY 12 PAGES TOPIC: Sensitivity, Seasonality and Risk Assessment READINGS: Introductory Note on Financial Management – reference 55+ CASE: Maple Leaf Hardware 124 ASSIGNMENT: 1. Analyze the financial ratios. What is happening? Why is it happening? As Forman, how do you feel about what you’re seeing? 2. Prepare a set of projected statements for the next two years by using the information in the case and your own assumptions. Use the working capital loan as your plug to balance. What conclusions can you draw? WEDNESDAY, FEBRUARY 14 PAGES TOPIC: Sensitivity, Seasonality and Risk Assessment READINGS: Introductory Note on Financial Management – reference 52+ CASE: Maple Leaf Hardware - Continued 124 ASSIGNMENT: 3. Considering inventory, AR & AP, which account is most sensitive to an increase or decrease in days? Why? How will a change in this account impact working capital needs? Hint: What will be the impact on the plug if Days Inventory increases/decreases 15 or 20 days? Discuss. 4. Discuss any seasonal effects on the company’s financing requirements. 5. Given the information that Stuart Foreman has before him, how much money does Maple Leaf Hardware need? Discuss. 6. Evaluate the company’s: Capacity to Repay, Character, and Conditions. 7. As Stewart Forman, will you grant the loan? Provide support for your decision using the results of your analysis. READING WEEK – NO CLASS (February 19 to 21) MONDAY, FEBRUARY 26 PAGES NOTE: Your instructor will conduct the class under the assumption that you have set aside four hours to prepare this case as a practice exam. Use the study guide to assist you to ensure your familiarity with it. Come with questions concerning the course material and the exam. TOPIC: Completing Comprehensive Financial Analysis READINGS: Introductory Note on Financial Management – use as reference +52 CASE: More Vino Ltd. – Expansion Proposal 131 ASSIGNMENT: 1. As Arthur Greenway, assess More Vino’s past financial performance utilizing the company’s financial ratios. 2. Prepare projected Statements of Earnings, Statements of Retained Earnings, and Balance Sheets. 3. Be prepared to discuss your analysis and your assumptions with the rest of the class

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Page 4 of 6 WEDNESDAY, FEBRUARY 28 PAGES TOPIC: Completing Comprehensive Financial Analysis CASE: More Vino Ltd. – Expansion Proposal, continued 131 READINGS: Introductory Note on Financial Management – use as reference ASSIGNMENT: 1. What effect does your sensitivity analysis have on your plug figure? 2. Perform a risk assessment and discuss. 3. As Greenway, what are your options? 4. As Greenway, how will you respond to this request for funds? Based on your qualitative and quantitative analysis, provide detailed rationale for your decision. SELF-STUDY: Brewing Change at Sidetrack : A Wortley Cafe 141 As Chelsea Biggs, account manager at the Goliath National Bank of Canada, carry out an appropriate analysis regarding the application for loans and make whatever recommendations you deem advisable. FINANCIAL MANAGEMENT EXAM Saturday, March 2, 2024, 1:00PM – 5:00PM, rooms TBA MARKETING MANAGMENT MONDAY, MARCH 4 PAGES THE MARKETING REPORT WILL BE DISTRIBUTED ON OWL. OWL SUBMISSION DUE MONDAY APRIL 8 TH by 11:59PM ET. Absolutely no extensions TOPIC: Introduction to Marketing READINGS: Marketing Management – use as reference 160+ WEDNESDAY, MARCH 6 PAGES TOPIC: Marketing Quantitative Analysis READINGS: Marketing Management – use as reference 160+ ASSIGNMENT: Complete exercises in “ Marketing Short Problems ” (OWL posting).

Page 5 of 6 MONDAY, MARCH 11 PAGES TOPIC: Sales and Distribution Methods READINGS: Marketing Management – use as reference 160+ CASE: Omega Paw Ltd. 188 ASSIGNMENT: See additional questions on OWL 1. What is Ebert’s marketing challenge? 2. Perform an internal and external size-up of the case. What insights can you draw? 3. What target market should Ebert select? Why? WEDNESDAY, MARCH 13 PAGES TOPIC: Sales and Distribution Methods READINGS: Marketing Management – use as reference 160+ CASE: Omega Paw Ltd., continued 188 ASSIGNMENT: See additional questions on OWL 1. Analyze each of the four distribution alternatives both qualitatively and quantitatively. 2. As Ebert, which distribution alternative would you choose? Why? Be prepared to support your recommendations in class. MONDAY, MARCH 18 TOPIC: Marketing Report Preparation Guidelines ASSIGNMENT: You must have read the marketing report case by this point and prepared an outline for your analysis and recommendations based on the study guide. Come prepared with report preparation questions. WEDNESDAY, MARCH 20 PAGES TOPIC: Breakeven Analysis READINGS: Marketing Management – use as reference 160+ CASE: Catfish Creek Canoe Company 196 ASSIGNMENT: 1. Define the marketing challenge that Davidson is facing. What factors must be considered in developing a pricing strategy? 2. What selling price does Davidson need to charge to break even? How does the selling price change when a profit target is included in this calculation? 3. What selling price should Davidson charge for his canoes? MONDAY, MARCH 25 PAGES TOPIC: Comprehensive Marketing Analysis READINGS: Marketing Management – use as reference 160+ CASE: Royal Ontario Museum 213 ASSIGNMENT: 1. What is Carrie Martin’s marketing challenge? 2. Prepare an internal and external analysis on the ROM. How does this affect Martin’s decisions? What implications can you draw from this?

Page 6 of 6 WEDNESDAY, MARCH 27 PAGES TOPIC: Comprehensive Marketing Strategy READINGS: Marketing Management – use as reference 160+ CASE: Royal Ontario Museum, continued 213 MONDAY, APRIL 1 PAGES TOPICS: Comprehensive Marketing Analysis READINGS: Marketing Management – use as reference 160+ CASE: Mackenzie & Marr Guitars 200 ASSIGNMENT: 1. What are the major marketing challenges facing John Marr? 2. Assess M&M’s internal and external operating environment. Implications? 3. Select and rationalize a target market for M&M. 4. Develop a comprehensive marketing plan around your chosen target market. Use the appropriate financial tools to prove the feasibility of your recommendations. Please come with any final questions you have about the report. WEDNESDAY, APRIL 3 TOPICS: Comprehensive Marketing Analysis READINGS: Marketing Management – use as reference 160+ CASE: Mackenzie & Marr Guitars, continued 200 ASSIGNMENT: 1. Please come with any final questions you have about the report. MONDAY, APRIL 8 TOPIC: Open Class MARKETING MANAGEMENT REPORT DUE: via OWL upload, Monday April 8, 2024, by 11:59PM ET Absolutely no extensions HAVE A SAFE AND ENJOYABLE SUMMER BREAK!

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