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JWI 531: Financial Management II
Assignment 1
© Strayer University. All Rights Reserved. This document contains Strayer University confidential and proprietary information and may not be copied,
further distributed, or otherwise disclosed, in whole or in part, without the expressed written permission of Strayer University. This document is
subject to change based on the needs of the class.
JWI 531 – Assignment 1 (1244) Page 1 of 3
Assignment 1: Enterprise Risk Management and Moat Strength
Due: Monday, 9:00 am (eastern), Week 4 (18% of final grade)
Congratulations! You have just gotten the opportunity of a lifetime to work as a senior financial advisor for
Warren Buffett. You will be responsible for conducting financial analyses on two companies Mr. Buffett is
reviewing NVIDIA (NASDAQ: NVDA) and Intel (NASDAQ: INTC) and providing recommendations for
action to the CFOs of those companies.
Instructions
In this assignment, you will evaluate several risk scenarios and make recommendations on how to position
the company for success by putting in place “reasonable” protections against downsides. To prepare for
the assignment: (1) download and review the latest annual reports for both companies from the Investor
Relations page of each company’s website; (2) read the Shareholder Letter and the Risks section
carefully; and (3) read the Morningstar Analyst Reports with particular emphasis on the Moat and Risk
sections.
A. Complete the Assignment 1 Worksheet to create risk profiles for both companies. The guidance
for this is found in Chapters 3 & 4 of The CFO Guidebook.
B. Summarize your Analysis and Recommendations by addressing the following questions:
i. Where is each company in its corporate lifecycle (startup, growth, maturity, or decline)?
Explain.
ii. Based on your review of the analysts’ reports and the 10-K reports, which company
appears to have more risk? Why?
iii. Which categories of risk pose the greatest threat to each organization? Why?
iv. Which company has the stronger economic moat? Explain.
v. For the company that has the weaker economic moat, what two risk factors should they
prioritize to improve their risk mitigation and strengthen their competitive advantage?
Make specific reference to the applicable risk management tools discussed in Chapter 4
of The CFO Guidebook.
JWI 531: Financial Management II
Assignment 1
© Strayer University. All Rights Reserved. This document contains Strayer University confidential and proprietary information and may not be copied,
further distributed, or otherwise disclosed, in whole or in part, without the expressed written permission of Strayer University. This document is
subject to change based on the needs of the class.
JWI 531 – Assignment 1 (1244) Page 2 of 3
Submission Requirements
A. Complete and submit the Assignment 1 Worksheet component of the Workbook, along with your
written work for Part B, through the assignment link in Canvas.
B. Format your written responses for Analysis and Recommendation as follows:
• Typed, double-spaced, professional font (size 10-12), including headings and subheadings (to
identify main topics and subtopics), with one-inch margins on all sides.
• References must be included and provide appropriate information that enables the reader to
locate the original source.
o Application and analysis of course materials and resources is expected.
o At least one additional source beyond the course materials must be cited to support
your analysis and recommendations.
• Include a cover page containing the title of the assignment, your name, the professor’s name,
the course title, and the date.
• The maximum length is 4 pages, excluding your cover page, completed worksheets, and
reference list.
JWI 531: Financial Management II
Assignment 1
© Strayer University. All Rights Reserved. This document contains Strayer University confidential and proprietary information and may not be copied,
further distributed, or otherwise disclosed, in whole or in part, without the expressed written permission of Strayer University. This document is
subject to change based on the needs of the class.
JWI 531 – Assignment 1 (1244) Page 3 of 3
RUBRIC
Weight: 18% of
Course Grade
Assignment 1:
Enterprise Risk Management and Moat Strength
CRITERIA Honors High Pass Pass Low Pass Unsatisfactory
1. Complete the
assignment
worksheet
Weight: 30%
Submitted
worksheet had
90% or higher
correct data sets.
Submitted
worksheet had
between 80%
and 89% correct
data sets.
Submitted
worksheet had
between 70%
and 79% correct
data sets.
Submitted
worksheet had
between 60%
and 69% correct
data sets.
Did not submit
worksheet or
had fewer than
60% correct
data sets
entered.
2. Present
synopsis of
data
Weight: 30%
Data synopsis
was excellent;
accurately
highlighted key
data presented
in both annual
reports and
third-party
sources.
Synopsis was
very good;
focused on the
most critical
elements with
only minor
elements
unclear/missing.
Synopsis was
good; provided
general
snapshot of key
data, but did not
focus on the
most critical
elements.
Synopsis was
overly simplistic;
restated the
data, but did not
provide a
coherent
overview.
Synopsis was
missing,
incomplete,
inaccurate, or
did not align
with data.
3. Present and
defend sound
recommend-
ed finance
strategies
Weight: 30%
Presented and
defended
excellent
finance
strategies;
exemplary
connection to
core finance
principles and to
real-world
circumstances.
Excellent
consideration of
viable options
with very clear
rationale for why
options were not
chosen.
Presented and
defended very
good finance
strategies; solid
connection to
core finance
principles and to
real-world
circumstances.
Very good
consideration of
viable options
with good
rationale for why
options were not
chosen.
Recommended
strategies were
good, but lacked
clarity on how
they could be
implemented to
drive outcomes.
Addressed other
options, but was
unclear why
these were not
chosen.
Recommended
strategies were
basic or were
not supported
by data and
analysis or tied
to desired
outcomes. Made
minimal
reference to
options, and did
not explain why
these were not
recommended.
Recommended
strategies were
missing,
superficial,
and/or were not
supported by
data and
analysis. No
options were
presented.
4. Include
appropriate
citations and
use
professional
writing
standards
Weight: 10%
Citations and
references to
both course
materials and
additional
sources were
properly
documented;
free from
grammatical and
formatting
errors; adhered
to maximum
length.
Citations and
references to
both course
materials and
additional
sources were
properly
documented;
contained
minor
grammatical
and formatting
errors.
Citations and
references to
both course
materials and
additional
sources were
properly
documented;
contained some
grammatical and
formatting
errors.
Included some
citations and
references to
course
materials, but
failed to cite for
several key
references;
contained
distracting
grammatical or
formatting
errors.
No citations
provided and/or
references to
course materials
were missing or
did not support
key content in
submission;
numerous
writing mistakes.
**AssignmentWorkbookTemplateExcel.xlsx**
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**AssignmentWorkbookTemplateExcel.xlsx**
This file is too large to display. [View in new window](https://www.sweetstudy.com/files/assignmentworkbooktemplateexcel-xlsx)
**## Assignment1_Template.doc**
[removed]
**## Assignment1.pdf**
JWI 531: Financial Management II
Assignment 1
© Strayer University. All Rights Reserved. This document contains Strayer University confidential and proprietary information and may not be copied,
further distributed, or otherwise disclosed, in whole or in part, without the expressed written permission of Strayer University. This document is
subject to change based on the needs of the class.
JWI 531 – Assignment 1 (1244) Page 1 of 3
Assignment 1: Enterprise Risk Management and Moat Strength
Due: Monday, 9:00 am (eastern), Week 4 (18% of final grade)
Congratulations! You have just gotten the opportunity of a lifetime to work as a senior financial advisor for
Warren Buffett. You will be responsible for conducting financial analyses on two companies Mr. Buffett is
reviewing NVIDIA (NASDAQ: NVDA) and Intel (NASDAQ: INTC) and providing recommendations for
action to the CFOs of those companies.
Instructions
In this assignment, you will evaluate several risk scenarios and make recommendations on how to position
the company for success by putting in place “reasonable” protections against downsides. To prepare for
the assignment: (1) download and review the latest annual reports for both companies from the Investor
Relations page of each company’s website; (2) read the Shareholder Letter and the Risks section
carefully; and (3) read the Morningstar Analyst Reports with particular emphasis on the Moat and Risk
sections.
A. Complete the Assignment 1 Worksheet to create risk profiles for both companies. The guidance
for this is found in Chapters 3 & 4 of The CFO Guidebook.
B. Summarize your Analysis and Recommendations by addressing the following questions:
i. Where is each company in its corporate lifecycle (startup, growth, maturity, or decline)?
Explain.
ii. Based on your review of the analysts’ reports and the 10-K reports, which company
appears to have more risk? Why?
iii. Which categories of risk pose the greatest threat to each organization? Why?
iv. Which company has the stronger economic moat? Explain.
v. For the company that has the weaker economic moat, what two risk factors should they
prioritize to improve their risk mitigation and strengthen their competitive advantage?
Make specific reference to the applicable risk management tools discussed in Chapter 4
of The CFO Guidebook.
JWI 531: Financial Management II
Assignment 1
© Strayer University. All Rights Reserved. This document contains Strayer University confidential and proprietary information and may not be copied,
further distributed, or otherwise disclosed, in whole or in part, without the expressed written permission of Strayer University. This document is
subject to change based on the needs of the class.
JWI 531 – Assignment 1 (1244) Page 2 of 3
Submission Requirements
A. Complete and submit the Assignment 1 Worksheet component of the Workbook, along with your
written work for Part B, through the assignment link in Canvas.
B. Format your written responses for Analysis and Recommendation as follows:
• Typed, double-spaced, professional font (size 10-12), including headings and subheadings (to
identify main topics and subtopics), with one-inch margins on all sides.
• References must be included and provide appropriate information that enables the reader to
locate the original source.
o Application and analysis of course materials and resources is expected.
o At least one additional source beyond the course materials must be cited to support
your analysis and recommendations.
• Include a cover page containing the title of the assignment, your name, the professor’s name,
the course title, and the date.
• The maximum length is 4 pages, excluding your cover page, completed worksheets, and
reference list.
JWI 531: Financial Management II
Assignment 1
© Strayer University. All Rights Reserved. This document contains Strayer University confidential and proprietary information and may not be copied,
further distributed, or otherwise disclosed, in whole or in part, without the expressed written permission of Strayer University. This document is
subject to change based on the needs of the class.
JWI 531 – Assignment 1 (1244) Page 3 of 3
RUBRIC
Weight: 18% of
Course Grade
Assignment 1:
Enterprise Risk Management and Moat Strength
CRITERIA Honors High Pass Pass Low Pass Unsatisfactory
1. Complete the
assignment
worksheet
Weight: 30%
Submitted
worksheet had
90% or higher
correct data sets.
Submitted
worksheet had
between 80%
and 89% correct
data sets.
Submitted
worksheet had
between 70%
and 79% correct
data sets.
Submitted
worksheet had
between 60%
and 69% correct
data sets.
Did not submit
worksheet or
had fewer than
60% correct
data sets
entered.
2. Present
synopsis of
data
Weight: 30%
Data synopsis
was excellent;
accurately
highlighted key
data presented
in both annual
reports and
third-party
sources.
Synopsis was
very good;
focused on the
most critical
elements with
only minor
elements
unclear/missing.
Synopsis was
good; provided
general
snapshot of key
data, but did not
focus on the
most critical
elements.
Synopsis was
overly simplistic;
restated the
data, but did not
provide a
coherent
overview.
Synopsis was
missing,
incomplete,
inaccurate, or
did not align
with data.
3. Present and
defend sound
recommend-
ed finance
strategies
Weight: 30%
Presented and
defended
excellent
finance
strategies;
exemplary
connection to
core finance
principles and to
real-world
circumstances.
Excellent
consideration of
viable options
with very clear
rationale for why
options were not
chosen.
Presented and
defended very
good finance
strategies; solid
connection to
core finance
principles and to
real-world
circumstances.
Very good
consideration of
viable options
with good
rationale for why
options were not
chosen.
Recommended
strategies were
good, but lacked
clarity on how
they could be
implemented to
drive outcomes.
Addressed other
options, but was
unclear why
these were not
chosen.
Recommended
strategies were
basic or were
not supported
by data and
analysis or tied
to desired
outcomes. Made
minimal
reference to
options, and did
not explain why
these were not
recommended.
Recommended
strategies were
missing,
superficial,
and/or were not
supported by
data and
analysis. No
options were
presented.
4. Include
appropriate
citations and
use
professional
writing
standards
Weight: 10%
Citations and
references to
both course
materials and
additional
sources were
properly
documented;
free from
grammatical and
formatting
errors; adhered
to maximum
length.
Citations and
references to
both course
materials and
additional
sources were
properly
documented;
contained
minor
grammatical
and formatting
errors.
Citations and
references to
both course
materials and
additional
sources were
properly
documented;
contained some
grammatical and
formatting
errors.
Included some
citations and
references to
course
materials, but
failed to cite for
several key
references;
contained
distracting
grammatical or
formatting
errors.
No citations
provided and/or
references to
course materials
were missing or
did not support
key content in
submission;
numerous
writing mistakes.
**AssignmentWorkbookTemplateExcel.xlsx**
This file is too large to display. [View in new window](https://www.sweetstudy.com/files/assignmentworkbooktemplateexcel-xlsx)
**## Assignment1_Template.doc**
[removed]
**## Assignment1.pdf**
JWI 531: Financial Management II
Assignment 1
© Strayer University. All Rights Reserved. This document contains Strayer University confidential and proprietary information and may not be copied,
further distributed, or otherwise disclosed, in whole or in part, without the expressed written permission of Strayer University. This document is
subject to change based on the needs of the class.
JWI 531 – Assignment 1 (1244) Page 1 of 3
Assignment 1: Enterprise Risk Management and Moat Strength
Due: Monday, 9:00 am (eastern), Week 4 (18% of final grade)
Congratulations! You have just gotten the opportunity of a lifetime to work as a senior financial advisor for
Warren Buffett. You will be responsible for conducting financial analyses on two companies Mr. Buffett is
reviewing NVIDIA (NASDAQ: NVDA) and Intel (NASDAQ: INTC) and providing recommendations for
action to the CFOs of those companies.
Instructions
In this assignment, you will evaluate several risk scenarios and make recommendations on how to position
the company for success by putting in place “reasonable” protections against downsides. To prepare for
the assignment: (1) download and review the latest annual reports for both companies from the Investor
Relations page of each company’s website; (2) read the Shareholder Letter and the Risks section
carefully; and (3) read the Morningstar Analyst Reports with particular emphasis on the Moat and Risk
sections.
A. Complete the Assignment 1 Worksheet to create risk profiles for both companies. The guidance
for this is found in Chapters 3 & 4 of The CFO Guidebook.
B. Summarize your Analysis and Recommendations by addressing the following questions:
i. Where is each company in its corporate lifecycle (startup, growth, maturity, or decline)?
Explain.
ii. Based on your review of the analysts’ reports and the 10-K reports, which company
appears to have more risk? Why?
iii. Which categories of risk pose the greatest threat to each organization? Why?
iv. Which company has the stronger economic moat? Explain.
v. For the company that has the weaker economic moat, what two risk factors should they
prioritize to improve their risk mitigation and strengthen their competitive advantage?
Make specific reference to the applicable risk management tools discussed in Chapter 4
of The CFO Guidebook.
JWI 531: Financial Management II
Assignment 1
© Strayer University. All Rights Reserved. This document contains Strayer University confidential and proprietary information and may not be copied,
further distributed, or otherwise disclosed, in whole or in part, without the expressed written permission of Strayer University. This document is
subject to change based on the needs of the class.
JWI 531 – Assignment 1 (1244) Page 2 of 3
Submission Requirements
A. Complete and submit the Assignment 1 Worksheet component of the Workbook, along with your
written work for Part B, through the assignment link in Canvas.
B. Format your written responses for Analysis and Recommendation as follows:
• Typed, double-spaced, professional font (size 10-12), including headings and subheadings (to
identify main topics and subtopics), with one-inch margins on all sides.
• References must be included and provide appropriate information that enables the reader to
locate the original source.
o Application and analysis of course materials and resources is expected.
o At least one additional source beyond the course materials must be cited to support
your analysis and recommendations.
• Include a cover page containing the title of the assignment, your name, the professor’s name,
the course title, and the date.
• The maximum length is 4 pages, excluding your cover page, completed worksheets, and
reference list.
JWI 531: Financial Management II
Assignment 1
© Strayer University. All Rights Reserved. This document contains Strayer University confidential and proprietary information and may not be copied,
further distributed, or otherwise disclosed, in whole or in part, without the expressed written permission of Strayer University. This document is
subject to change based on the needs of the class.
JWI 531 – Assignment 1 (1244) Page 3 of 3
RUBRIC
Weight: 18% of
Course Grade
Assignment 1:
Enterprise Risk Management and Moat Strength
CRITERIA Honors High Pass Pass Low Pass Unsatisfactory
1. Complete the
assignment
worksheet
Weight: 30%
Submitted
worksheet had
90% or higher
correct data sets.
Submitted
worksheet had
between 80%
and 89% correct
data sets.
Submitted
worksheet had
between 70%
and 79% correct
data sets.
Submitted
worksheet had
between 60%
and 69% correct
data sets.
Did not submit
worksheet or
had fewer than
60% correct
data sets
entered.
2. Present
synopsis of
data
Weight: 30%
Data synopsis
was excellent;
accurately
highlighted key
data presented
in both annual
reports and
third-party
sources.
Synopsis was
very good;
focused on the
most critical
elements with
only minor
elements
unclear/missing.
Synopsis was
good; provided
general
snapshot of key
data, but did not
focus on the
most critical
elements.
Synopsis was
overly simplistic;
restated the
data, but did not
provide a
coherent
overview.
Synopsis was
missing,
incomplete,
inaccurate, or
did not align
with data.
3. Present and
defend sound
recommend-
ed finance
strategies
Weight: 30%
Presented and
defended
excellent
finance
strategies;
exemplary
connection to
core finance
principles and to
real-world
circumstances.
Excellent
consideration of
viable options
with very clear
rationale for why
options were not
chosen.
Presented and
defended very
good finance
strategies; solid
connection to
core finance
principles and to
real-world
circumstances.
Very good
consideration of
viable options
with good
rationale for why
options were not
chosen.
Recommended
strategies were
good, but lacked
clarity on how
they could be
implemented to
drive outcomes.
Addressed other
options, but was
unclear why
these were not
chosen.
Recommended
strategies were
basic or were
not supported
by data and
analysis or tied
to desired
outcomes. Made
minimal
reference to
options, and did
not explain why
these were not
recommended.
Recommended
strategies were
missing,
superficial,
and/or were not
supported by
data and
analysis. No
options were
presented.
4. Include
appropriate
citations and
use
professional
writing
standards
Weight: 10%
Citations and
references to
both course
materials and
additional
sources were
properly
documented;
free from
grammatical and
formatting
errors; adhered
to maximum
length.
Citations and
references to
both course
materials and
additional
sources were
properly
documented;
contained
minor
grammatical
and formatting
errors.
Citations and
references to
both course
materials and
additional
sources were
properly
documented;
contained some
grammatical and
formatting
errors.
Included some
citations and
references to
course
materials, but
failed to cite for
several key
references;
contained
distracting
grammatical or
formatting
errors.
No citations
provided and/or
references to
course materials
were missing or
did not support
key content in
submission;
numerous
writing mistakes.
**AssignmentWorkbookTemplateExcel.xlsx**
This file is too large to display. [View in new window](https://www.sweetstudy.com/files/assignmentworkbooktemplateexcel-xlsx)