Phase 5 > > > > Course FINC615 – Applied Managerial Finance Phase 5

Phase 5 > > > > Course FINC615 – Applied Managerial Finance Phase 5

Phase 5 - Task 1

Task Type:

Discussion Board

Deliverable Length:

At least 400 words


Primary Discussion Response is due by Wednesday

Primary Task Response: Within the Discussion Board area, write 400–600 words that respond to the following questions with your thoughts, ideas, and comments. This will be the foundation for future discussions by your classmates. Be substantive and clear, and use examples to reinforce your ideas.

Over the weekend, you get a call from your brother. He is currently working for a large restaurant chain in their management training program.

“Hi, Lee,” you say. “How’s everything in the sandwich business?”

“Good,” he says. “Great, really. I’m calling because I need your financial brain.”

“Sure. What do you need?”

“Well, now that you have completed these financial projects, we are looking to expanding into other industries and companies. How can you apply financial analysis techniques to other corporate or business situations? What opportunities do you see?

“Okay. Sure. Let me think about this first, and I’ll call you back after this next week is over. I’m working on some time-sensitive things at Apix, and I want to be able to shift my focus.”

“That’s perfect,” he says. “I'll clear my calendar for next weekend so we can get together—whatever is best for you.”

“Okay! See you soon.”


Phase 5 - Task 2

Task Type:

Individual Project

Deliverable Length:

6–12 slides with 150–200 words in notes section


Respond to the following scenario with your thoughts, ideas, and comments. Be substantive and clear, and use research to reinforce your ideas.

Given that its food packaging customers have been inquiring about its ability to supply complementary products, Apix is considering coffee packaging as an additional diversification to its product line. You are able to catch James in Luke’s office, and you stop in to ask for their reaction to the query.

“Hi,” you say. “I’ve got a quick question for you both. May I interrupt for just a minute?”

“Sure,” says Luke. “What’s up?”

“Now that you have had the opportunity to analyze the financial statements, complete financial analysis, address the following:

    Do you believe that there was sufficient financial information to make a solid decision on what to do?
    Was there further financial information that you required that was not provided to you?
    What financial figure do you believe was the determinant to your decision and why?
    How would you be able to apply this particular financial information to other situations?
    Discuss risk methodologies that were used in evaluating capital budgeting.
    What is the biggest risk for the company, and what can be done to minimize the risk? 

James laughs and says, “We anticipated this question!” Luke and I were just putting our information into a PowerPoint presentation for you. You should have it by the time you get back to your office.”

“Thanks so much!” you say. “I knew I could count on you.”