About this event
Financial Statement Analysis assigns a real public company each year. You study its annual report and financial statements, explain what changed and what it says about the company's financial health (using ratios and trends), and recommend strategic decisions. Team event (1 to 3 members). How it runs: there is no test. You present to judges: 3 minutes to set up, a 7-minute presentation, and 3 minutes of questions. Internet access is not provided. At the National Leadership Conference there is a preliminary round, and the top scorers from each section advance to a final round, where the final presentation score decides the winners.
FormatPresentation
Duration3 minutes setup, 7-minute presentation, 3 minutes Q&A
Solo or teamTeam event
CategoryAccounting & Finance
Your plan
How to study
Built from the official rating sheet and the event's own clock.
Read the guidelines and the sheet
Everything is scored on the rating sheet below. The official guidelines give the rules, the deadlines and what to submit.
Official guidelines (opens in a new tab)Outline it against the sheet
Give each part of your entry the room its points earn, starting from the biggest rows, so nothing on the sheet is left out.
See the sheetWrite it yourself
Your entry should be your own work. ChapterPrep's judge scores it and asks questions; it never writes it for you.
Rehearse the presentation
Type or say your presentation. The judge scores it on the official rating sheet and times you against the 7-minute limit.
Get judged on your presentationRehearse to the clock
You have 7 minutes, then 3 minutes of questions. Time every run, out loud, start to finish.
Judging
What judges score
- Describes each financial statement and its purpose10
- Performs financial analysis of each financial statement10
- Describes the financial condition of the company using insights from the analysis15
- Offers guidance for business decision making10
- Highlights key differences between this year's statements and prior periods15
- Analyzes what the changes reveal about the company's current financial health15
- Recommends two or three strategic business decisions backed by analysis15
- Substantiates and cites sources used while conducting research10
Presentation Delivery
- Statements are well organized and clearly stated10
- Displays confidence, poised body language, engaging eye contact and effective voice projection10
- Demonstrates the ability to effectively answer questions10
Presentation Protocols
- Adherence to Competitive Events Guidelines10
Total 140 points
Guidelines and resources
Bookmark to saveCurated by ChapterPrep. Free unless noted. External links open in a new tab.
Free guides for this kind of event
- Book · OpenStaxPrinciples of Accounting, Volume 1, Appendix A: Financial Statement Analysis (opens in a new tab)
- Book · OpenStaxPrinciples of Finance 2e, Sec. 6.1: Ratios: Condensing Information into Smaller Pieces (opens in a new tab)
- Book · OpenStaxPrinciples of Finance 2e, Sec. 5.7: Common-Size Statements (opens in a new tab)
- Book · OpenStaxIntroduction to Business 2e, Sec. 14.7: Analyzing Financial Statements (opens in a new tab)
- Article · U.S. Securities and Exchange CommissionSEC: Beginners' Guide to Financial Statements (opens in a new tab)