SO YOU THINK YOU ARE GOING TO
THIS GUIDE WILL SHOW YOU HOW TO SURVIVE
THROUGH YOUR FINAL PROJECT.
DAY 1 OF CLASS
• Make friends with your assigned group. Not only make friends, get to know them
• Exchange numbers, emails, Skype Ids, Gmail accounts- any and all forms of
communication, write them down. You will only survive if you make strong
connections with your team members.
• The number one goal is to collectively think as a group for Financial Accounting 2.
Without full participation of team work, you will sink and not finish your final
• Finally, pick your team lead.
ROLE OF TEAM LEAD
• Hey Team Lead, you got a lot on your plate. You are the project manager and
cheerleader in one.
• Collect all the contact information and place it on a shared Google Doc so all your
team members can access the contact information.
• Be ready to be the guiding force for the team in the next few weeks. Five
Saturdays go really really fast, so start planning your final project Day 1.
• You must be organized and be ready to help with any and all aspects of the
• Once you commit, you are the helm to make sure the final project is completed.
• Will give you some tips and tricks in staying organized in a few slides.
FINAL PROJECT TEAM
Here are the questions you need to ask yourselves after you get the prompt from
1. What am I interested in learning about from the final project?
2. What am I good at in regards to the prompt?
3. What expertise can I bring to the table?
4. How much time do I have to allocate to each section of the prompt?
5. What can I bring back to the team?
6. Am I a team player?
7. Do I work well with a partner?
SOME HINTS WITH WORKING WITH TEAM
• Buddy up on sections for the final project
• Have a go to class mate for any and all questions
• Be transparent and speak up if you don’t know something- the only way you learn
is by asking a question, someone else is probably thinking the same thing
• Don’t be intimidated by accounting professionals in class- they are your greatest
asset. They will learn from you as well.
FINALLY-WRITE OUT ROLES OF TEAM MEMBERS
• After you ask the questions, Team Lead write out roles for all the Team Members
• Team Members- stick to your roles and own them
• When the craziness of life ensues, being a beacon of information and point
person for questions becomes critical.
Team Member 1 Helps with public speaking
Team Member 2 Good at presentations
Team Member 3 Helps with accounting skills
Team Member 4 Understand how to read
Team Member 5 Helps with forecasting
NOW THAT ORGANIZATION OF THE TEAM IS
DONE, ONTO SOME TIPS AND TOOLS FOR
MAKE A CALENDAR
• Make a calendar for your project with due dates and meeting dates. Highly
suggest a Google Calendar that everyone shares. Place every and all meetings
onto one calendar so team members can see where everyone is with meetings at
• Basecamp is a FREE project management program. You can sign up here:
• Basecamp will allow you to keep track of the parts of your project. You can parse
the project out and add notes/slides/pics/information to the project.
• Word to the wise-pick one username and password and all of you sign in using it.
• Lastly, you can keep track of your project and final presentation using Dropbox.
• Sign in here:
• If you use Dropbox, again try to have one login and password to keep everything
FAWOOOEE PROJECT MANAGEMENT DONE,
ONTO KEEPING IN CONTACT WITH EACHOTHER!
THE HARDEST PART OF THE CLASS IS GETTING
EVERYONE TO MEET UP AND STICK TO A
GOOD THING IS-YOU LITERALLY CAN MEET
ANYWHERE, ANYTIME OVER THE TELEPHONE
FREE CONFERENCE LINE
• One idea is to set up a bridge call so team members can call in later at night while
they are on the train. You don’t necessarily have to be in front of a computer at all
times to be able to add to the project.
• Good old Skype. Will literally be your best friend online meetings. You can pay up
to have screen sharing. Skype will be a great way to host discussion for the team
project. Share your handles- you will need them.
• You will have to share your screen and help each other out with homework and
the final project. You can share your screen using this free site called join.me.
HIGHLY SUGGEST! Will make your life much easier.
• Google Hangouts are another easy way to project manage and meet group
members. I think you share your screen in Google Hangouts. Free, easy and
everyone has a Gmail account.
NOW YOU ARE CONNECTED, ONTO
• The SEC will have the 10Ks and all the financial statements you will need.
Because you are handling just one public company, sec.gov is a good starting
NEW YORK BUSINESS PUBLIC LIBRARY
• The New York Public Library shall and and will be your best friend. In the next few
slides I will describe the databases that you can use. Note to everyone, one time
pulling information from the library will be enough to cover the entire project if you
research correctly. Pick the best researcher for the team and send him/her. Also
bring a USB stick so you can download articles.
• Here is a link for some interesting research guides that the NYPL offers.
• The library has the Bloomberg terminal open for research and stock
understanding in the basement. Highly suggest to check out for real time
D&B MILLION DOLLAR DIRECTORY
• Newly expanded directory provides information on 14 million companies in the
U.S. Search by company on first screen or use Advanced Search to select criteria
to build a list of companies by location, industry, SIC or NAIC codes, size, sales.
• You can access this database within the walls of the library.
STANDARD & POOR’S NET ADVANTAGE
• Includes Standard & Poor’s Bond Guide, Corporation Records, Dividend Record,
Earnings Guide , Industry Surveys, Mutual Fund Reports, The Outlook, Standard &
Poor’s Register, Stock Guide and Standard & Poor’s Stock Reports.
• Super helpful and you can download the PDF onto a USB drive
• Provides company and industry information on 43,000 private and public
companies and 600 industries.
• You cannot download at the library- ONLY Print and view are enabled.
NOW THAT YOU LEARNED ABOUT
RESEARCHING……YOU GOT ONE MORE THING
“ You have brains in your head. You have
feet in your shoes. You can steer
yourself in any direction you choose.
You’re on your own. And you know what
you know. And YOU are the one who’ll
decide where to go…”
~Dr. Seuss, Oh the Places You’ll Go