Maintaining financial statements

In previous units, we discussed the importance and purpose of maintaining financial statements. In this assignment, you will interpret those financial statements for a diverse group of stakeholders.

You are the Chief Financial Officer of People’s Community Clinic. You are responsible for delivering a financial overview presentation at the year-end meeting. Your audience will include employees and leadership team members of PCC, financial donors, and community members (who may be potential donors, if they are pleased with the information you present!)

People’s Community Clinic. (2015). People’s Community Clinic Annual Report (Links to an external site.). (Links to an external site.) [PDF]

People’s Community Clinic (n.d.). People’s Community Clinic (Links to an external site.)[Website]

  • Using the content of the attached annual report document, prepare a 10-minute Powerpoint or Prezi presentation.
    • Include a voice-over or written script (in the speaker’s notes section)
  • You may include visuals of the important sections of the financial statements, ensuring the content is easy to read for your audience.
  • Create graphs or charts to illustrate important data.
  • Your closing two slides should summarize the year-end status, and summarize assumptions for the year in-progress (i.e. do you expect to be profitable, experience loss, why or why not).
  • Your final slide should include any references, in APA format, used to complete your presentation.

Assignment 2

Being able to concisely summarize financial information is an important skill for a health care manager. For this assignment, you will reference the presentation you created in U6A1, and repackage it for an internal audience.

Continuing your role as CFO of People’s Community Clinic, create a 1-2-page memo for the managers of PCC.

  • Summarize the content of your presentation, focusing on key takeaways your managers need to know.
  • Graphs and charts aren’t required, but may be included if space allows (your memo should not exceed 2 pages).
  • On a separate page, include any references, in APA format, used to complete your presentation and memo.

Please review the rubric to ensure that your assignment meets criteria.