The balance sheet, income statement, and cash flow statement from the latest fiscal quarter (from Mergent Market Atlas)
The Ratios Most Recent Fiscal Qtr worksheet in the Final Project Financial Formulas workbook (linked in the What to Submit section).

example, if the latest fiscal quarter available is the third quarter in 2023, you’ll compare those results to the same financial calculations from the third quarter in 2022.

Use the documents to calculate key financial ratios.
Then open the following documents:

The balance sheet, income statement, and cash flow statement from the same fiscal quarter one year ago
The Ratios Same Fiscal Qtr 1 Year Ago worksheet

Use the documents to calculate the same financial ratios. Finally, compare those ratios and analyze your results.
Specifically, you must address the following rubric criteria:

Financial Calculations. Calculate accurate financial formulas to assess the business’s current financial health. Specifically, calculate the following formulas using the Ratios Most Recent Fiscal Qtr and the Ratios Same Fiscal Qtr 1 Year Ago worksheets in the Final Project Financial Formulas workbook:

Working capital
Current ratio
Debt ratio
Earnings per share
Price and earnings ratio
Total asset turnover ratio
Financial leverage
Net profit margin
Return on assets
Return on equity

Fiscal Quarter Comparison. Summarize the differences between the following:

The results from your financial calculations of the most recent fiscal quarter
The results of the same financial calculations of the same fiscal quarter from one year ago

For example, if the most recent fiscal quarter available is the third quarter in 2023, you’ll compare those results to the same financial calculations from the third quarter in 2022.

Comparison Analysis. Explain what your calculations and comparison show about the business’s current financial health. Give examples to support your explanation for the following questions:

Do the results show the business is financially healthy or unhealthy? Which results indicate this?
What might be the causes of the business’s financial success or failure?
Is more information needed to determine the business’s financial health? If so, which pieces of information might still be needed?

Short-Term Financing. Explain how potential short-term financing sources could help the business raise funds needed to improve its financial health. Base your response on the business’s current financial information.

What to Submit
Your submission should be a 2- to 3-page Word document (not including title and resource pages) with 12-point Times New Roman font, double spacing, and one-inch margins. Include the Balance Sheet and Income Statement from Mergent Market Atlas with your submission. All sources should be cited using APA style. You must also use the Final Project Financial Formulas workbook and submit the following worksheets:

The Ratios Most Recent Fiscal Qtr worksheet from the Final Project Financial Formulas workbook
The Ratios Same Fiscal Qtr1 Year Ago worksheet from the Final Project Financial Formulas workbook

Supporting Materials
The following resources can help you complete this milestone:
Video: Mergent Market Atlas: Public Company Financials (4:46)
Watch this video from the Shapiro Library to learn more about how to access and use Mergent Market Atlas. This video shows information on the As Reported Currency page within the Company Financials tab. For the purposes of this course, however, the best way to see financial data is to click Standardized beneath the Company Financials tab. This will allow you to access the Standardized Annual Balance Sheet.
Shapiro Library FAQ: How do I cite a company profile from Mergent Market Atlas in APA Style?
Use this resource to help answer any questions you have about citing from Mergent Market Atlas.
Final Project Milestone Two Rubric
CriteriaExceeds ExpectationsMeets ExpectationsPartially Meets ExpectationsDoes Not Meet ExpectationsValueFinancial CalculationsN/ACalculates accurate financial formulas to assess the business’s current financial health (100%)Shows progress toward meeting expectations, but with errors or omissions; areas for improvement may include calculating more accurate financial formulas to assess the business’s current financial health (85%)Does not attempt criterion (0%)21Fiscal Quarter ComparisonExceeds expectations in an exceptionally clear, insightful, sophisticated, or creative manner (100%)Summarizes the differences between the results from the financial calculations of the most recent fiscal quarter and the results of the same financial calculations of the same fiscal quarter from one year ago (85%)Shows progress toward meeting expectations, but with errors or omissions; areas for improvement may include summarizing in more detail the differences between the results from the financial calculations of the most recent fiscal quarter and the results of the same financial calculations of the same fiscal quarter from one year ago (55%)Does not attempt criterion (0%)21Comparison AnalysisExceeds expectations in an exceptionally clear, insightful, sophisticated, or creative manner (100%)Explains what the calculations and the comparison show about the business’s current financial health, giving examples to support the explanation (85%)Shows progress toward meeting expectations, but with errors or omissions; areas for improvement may include explaining in more detail what the calculations and the comparison show about the business’s current financial health or giving examples to support the explanation (55%)Does not attempt criterion (0%)22Short-Term FinancingExceeds expectations in an exceptionally clear, insightful, sophisticated, or creative manner (100%)Explains how potential short-term financing sources could help the business raise funds needed to improve its financial health, based on the business’s current financial information (85%)Shows progress toward meeting expectations, but with errors or omissions; areas for improvement may include explaining in more detail how potential short-term financing sources could help the business raise funds needed to improve its financial health, based on the business’s current financial information (55%)Does not attempt criterion (0%)21Clear CommunicationExceeds expectations with an intentional use of language that promotes a thorough understanding (100%)Consistently and effectively communicates in an organized way to a specific audience (85%)Shows progress toward meeting expectations, but communication is inconsistent or ineffective in a way that negatively impacts understanding (55%)Shows no evidence of consistent, effective, or organized communication (0%)10Citations and AttributionsUses citations for ideas requiring attribution, with few or no minor errors (100%)Uses citations for ideas requiring attribution, with consistent minor errors (85%)Uses citations for ideas requiring attribution, with major errors (55%)Does not use citations for ideas requiring attribution (0%)5Total:100%

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Financial Statements: Explain the various financial statements needed to calculate a business’s working capital. Also explain how to use each financial statement for the calculation. Give examples to support your claims.
Working Capital’s Role: Discuss how businesses that manage their working capital well stay healthy.
Working Capital Interpretation: Use the correct formula to calculate working capital. Then discuss the business’s financial liquidity position at this time.

For example, does the business have enough working capital ready to address bills to suppliers? Will there be potential cash inflow at the end of the year?

Working Capital Management Trend: Discuss the business’s trend in how they manage their working capital.

Remember that financial statements reflect a specific period of time and the value of the business’s working capital during that period. Use Mergent Online to find financial statements for earlier periods. This will give you a better sense of the business’s trend.

What to Submit
Your submission should be a 2- to 3-page Microsoft Word document with 12-point Times New Roman font, double spacing, and one-inch margins. All sources should be cited using APA style.
Module Five Activity Rubric
CriteriaMeets Expectations (100%)Partially Meets Expectations (70%)Does Not Meet Expectations (0%)ValueFinancial StatementsExplains the various financial statements needed to calculate a business’s working capital and how each statement is used and gives examples to support claimsShows progress toward meeting expectations, but with errors or omissions; areas for improvement may include explaining in more detail the various financial statements needed to calculate a business’s working capital and how each statement is used or giving more examples to support claimsDoes not attempt criterion15Working Capital’s RoleDiscusses how businesses that manage their working capital well stay healthyShows progress toward meeting expectations, but with errors or omissions; areas for improvement may include discussing in more detail how businesses that manage their working capital well stay healthyDoes not attempt criterion20Working Capital InterpretationUses the correct formula to calculate working capital and discusses the business’s current financial liquidity positionShows progress toward meeting expectations, but with errors or omissions; areas for improvement may include using the correct formula to calculate working capital or discussing in more detail the business’s current financial liquidity positionDoes not attempt criterion20Working Capital Management TrendDiscusses the business’s trend in how they manage their working capitalShows progress toward meeting expectations, but with errors or omissions; areas for improvement may include discussing in more detail the business’s trend in how they manage their working capitalDoes not attempt criterion25Clear CommunicationConsistently and effectively communicates in an organized way to a specific audienceShows progress toward meeting expectations, but communication is inconsistent or ineffective in a way that negatively impacts understandingShows no evidence of consistent, effective, or organized communication20Total:100%

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Epsilon Airlines services predominately the eastern and southeastern United States. A vast majority of Epsilon’s customers make reservations through Epsilon’s website, but a small percentage of customers make reservations via phone. Epsilon employs call-center personnel to handle these reservations along with any problems with the website reservation system and for the rebooking of flights for customers if their plans change or their travel is disrupted. Staffing the call center appropriately is a challenge for Epsilon’s management team. Having too many employees on hand is a waste of money, but having too few results in very poor customer service and the potential loss of customers.

Epsilon analysts have estimated the minimum number of call-center employees needed by day of week for the upcoming vacation season (June, July, and the first two weeks of August). These estimates are given in the following table.

Day Minimum Number of Employees Needed

Monday 85

Tuesday 60

Wednesday 55

Thursday 75

Friday 105

Saturday 85

Sunday 55

The call-center employees work five consecutive days and then have two consecutive days off. An employee may start work any day of the week. Each call-center employee receives the same salary. Assume that the schedule cycles and ignore start-up and stopping of the schedule. Develop a model that will minimize the total number of call-center employees needed to meet the minimum requirements. (Let = the number of call-center employees who start work on day i where etc).

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Review Chapters 1 through 6 of Inflation: What It Is, Why It’s Bad, and How to Fix It.

Steve Forbes is an expert on the global economy, monetary policy, and politics. For this assignment, you will have the opportunity to analyze his book and apply the information to real-world implications. To deepen your knowledge of the current economic situation in the U.S., you may review the documentary Age of Easy MoneyLinks to an external site. (1:16:22 to 1:28:39).
Through a written analysis, you will explore inflation. Review the book and answer the following questions for each chapter. Be sure to analyze and write in your own words. Do not overly rely on quotes to support your points.
Chapter 1: What Is Inflation?

Analyze the fundamental characteristics and causes of inflation.
Write a three to five sentence paragraph summary of the chapter.

Chapter 2: Not-So-Great Moments in Inflation History

Analyze how historical instances of inflation have impacted economies and societies.
Write a three to five sentence paragraph summary of the chapter.

Chapter 3: Why Inflation Is Bad

Evaluate the impact of inflation on business operations and family finances.
Write a three to five sentence paragraph summary of the chapter.

Chapter 4: How to End the Malaise

Identify the most effective strategies and policies that you think are best to combat and eliminate inflation.
Write a three to five sentence paragraph summary of the chapter.

Chapter 5: What About Your Money?

Describe how individuals can protect their assets and financial well-being in the face of inflationary pressures.
Write a three to five sentence paragraph summary of the chapter.

Chapter 6: The Way Forward

List your key takeaways from this chapter and explain why those are most important to you.
Summarize, in a paragraph, how the information in the chapter leads to a greater understanding of inflation.

The Inflation: What It Is, Why It’s Bad, and How to Fix It Book Analysis paper

must be five to six double-spaced pages in length (not including title and references pages and formatted according to APA StyleLinks to an external site. as outlined in the Writing Center’s APA Formatting for Microsoft WordLinks to an external site. resource.
must use APA Level Headings, which can be found on our APA Style ElementsLinks to an external site. page.
must include a separate title page with the following in title case:

title of paper in bold font

Space should appear between the title and the rest of the information on the title page.

student’s name
name of institution (The University of Arizona Global Campus)
course name and number
instructor’s name
due date

must utilize academic voice. Review the Academic VoiceLinks to an external site. resource for additional guidance.
must include an introduction and conclusion paragraph.

Your introduction paragraph needs to end with a clear thesis statement that indicates the purpose of your paper.
For assistance on writing Introductions & ConclusionsLinks to an external site. and Writing a Thesis StatementLinks to an external site., refer to the Writing Center resources.

may use at least one to two scholarly and credible sources in addition to the course text.

The Scholarly, Peer-Reviewed, and Other Credible SourcesLinks to an external site. table offers additional guidance on appropriate source types. If you have questions about whether a specific source is appropriate for this assignment, please contact your instructor. Your instructor has the final say about the appropriateness of a specific source.

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Include at least four elements that illustrate the information you are sharing (examples: graphs, photos, charts, maps, business logos, etc.)
Include yourself dressed professionally (in the way you would imagine the person presenting in OPTION A, B, or C would dress) in the video at least once. Just tell me where to put the picture so I can add it myself

o
o Include an updated bibliography in APA style in a separate document.

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· Team Members: List all team members and their roles in the project. Clearly define who is responsible for each component of the charter.

· Date: May 28, 2025

· Problem Statement:

· Provide a clear and concise description of the quality issue being addressed.

· Explain the impact of the problem on patients, staff, and the organization.

· Include any initial data or evidence highlighting the issue.

Between 1/1/2024-12/31/2024, Bison Hospital has experienced a high rate of hospital readmission among patients age 65 and older with chronic condition of congestive heart failure. Data indicates that readmission rates are approximately 29%, which exceeds the national average of 25%. These preventable hospitalizations not only impact patient health outcomes but significantly increase the cost of care. Efforts are needed to identify the root causes and implement solutions to reduce avoidable admissions.

· Project Scope and Objectives:

· Define the boundaries of the project, specifying what is included and excluded.

· Develop SMART objectives (Specific, Measurable, Achievable, Relevant, Time-bound) for the project.

· Stakeholder Analysis:

· Identify individuals or groups affected by the project and their roles.

· Explain how stakeholders will be involved and kept informed during the project.

Note with two responses latter

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Business Problem Identification: Select a specific problem within a business domain (e.g., customer retention, inventory optimization, market segmentation, or workforce productivity). Define the scope of the problem and its business impact in quantitative terms (e.g., cost, revenue, customer satisfaction).
Data Exploration: Use an open data source or collect secondary data relevant to your chosen problem. Ensure the dataset includes enough complexity (e.g., multiple variables, time series, or categorical and numerical data) to allow for meaningful analysis.
Analytical Techniques: Apply foundational analytics techniques to analyze the dataset. This may include descriptive analytics (summarizing trends and patterns), diagnostic analytics (identifying causes of issues), and exploratory data visualization.
Insights and Recommendations: Develop actionable insights based on your findings. Propose realistic solutions or strategies to address the problem, supported by your analysis.
Business Impact: Estimate the potential business impact of implementing your recommendations. Include a cost-benefit analysis, if possible.
Communication: Create compelling visualizations and deliverables to communicate your findings effectively to a non-technical audience.

Deliverables:

Report: Submit a comprehensive report (3,000–4,000 words) including the problem statement, data source description, methods used, findings, recommendations, and potential business impact.
Dashboard or Visualization: Build an interactive dashboard or series of visualizations summarizing key findings and supporting data-driven decision-making.
Presentation: Prepare a 10-minute presentation aimed at stakeholders (e.g., executives, managers) to pitch your business case and highlight the value of your recommendations.

Constraints:

AI tools may assist with technical tasks such as cleaning data or generating visualizations, but the interpretation, business framing, and recommendation development must reflect your own critical thinking.

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Diagnose the reasons for resistance to change.
Interpret the potential causes of resistance in the organization. Identify and describe three potential causes of resistance to your change plan. Identify and describe three potential sources of resistance to your change plan.
Create a plan for minimizing possible resistance to your change management plan.
Elaborate on the relationship between resistance to change and communication.
Evaluate three communication strategies.
Recommend one communication strategy that would apply to your organization. Diagnose why this communication strategy is best for your organization.
Create a solid communication plan for your change initiative.
Use at least four quality academic resources in this assignment.

Note: Wikipedia and other similar Websites do not qualify as academic resources.

Video Instructions

Create your video addressing the instructions above.

The video should not be more than five minutes in length.
Include a compelling introduction designed to keep your audience engaged.
Demonstrate a clear message (either to persuade or to inform).
Include a one-page summary of your presentation.

Record your video using Media Gallery in Canvas.

Follow the instructions for How to Record a Video or Audio Using Media Gallery in Canvas (PDF).Download How to Record a Video or Audio Using Media Gallery in Canvas (PDF).
On page 3 you will find instructions for how to copy the URL of your video for pasting into the one-page summary of your presentation.

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