Your Assignment
You have been assigned to be the event planner for the annual stockholder’s meeting for the fictional
company called Ramos Enterprises, Inc. (REI). (You may substitute your last name in lieu of mine in the
name) REI is a multi-million dollar company based in the United States with a multinational presence
throughout Europe.
Your assignment as the planner is to produce the newsletter announcing the annual meeting to the
shareholders, formatting the company’s yearly budget to be presented at the meeting, and developing
the presentation of the budget for the annual shareholders' meeting. The event will be held in San
Antonio, Texas the first week of December of the current year at the J.W. Marriott San Antonio Hill
Country.
Part 1 100 points Create a newsletter (minimum of four pages) using MS Word announcing the annual
shareholders meeting of Peak Enterprises, Inc. (you may use templates) You may substitute your last
name in the company name.
1. Each page should be in two columns formatted using 11 pt. Verdana Pro font, 1- 1/2 spacing. 5 points
2. Begin with an introductory paragraph that spans the entire width of the first page thanking the reader
for being a shareholder and inviting them to the meeting. 20 points
3. Design and apply a company logo, using WordArt or something similar, to the newsletter with this
year’s title “Expansion Through Innovation” and give it a theme for the meeting which you will develop.
20 points
4. In the body of the newsletter, give a brief agenda announcing the keynote speaker (invite whomever
you like) and the other presenters with the topics of their speeches. 15 points
5. Include evening activities in and around San Antonio as well as the daytime activities planned for
children and spouses. (i.e. tours, dinners, etc.). To show your Internet search skills, use actual locations
in and around San Antonio. 10 points
6. List the name and address of the host hotel with rates. Include a picture. 10 points
7. List hotels that may have available rooms other than the host hotel and list other points of interest in
the area. 5 points
8. Don’t forget the airport and travel information. 5 points
9. Don’t forget to have them RSVP to an address or email address. 5 points
10.Name the file – PEI Event Newsletter and upload it to the correct Assignment area. 5 points
Part 2 100 points At the meeting, the stakeholders must vote for approval of the budget that takes
effect in the upcoming year. The CFO has given you a workbook (see table below) showing the
estimated expenses for the upcoming fiscal year. Unfortunately, the workbook is incomplete, so you are
asked to make the necessary updates.
Technology Q1 $ 4,872,340.00, Q2 $ 4,359,850.00, Q3 $ 3,994,500.00, Q4 $ 6,500,400.00
Communication Q1 $ 1,287,000.00, Q2 $ 2,324,000.00, Q3 $ 1,875,000.00, Q4 $ 2,050,300.00
Travel Q1$ 985,000.00, Q2 $ 1,020,000.00, Q3 $ 750,000.00, Q4 $ 875,000.00
The CFO has given you the figures above and the following directions:
1. The figures shown are the projected expenses for the new fiscal year. Copy them to a workbook and
title the tab “Expense Budget Worksheet”. 5 points
2. On a new worksheet using absolute references from the expense budget worksheet, indicate the
expense budget of the previous fiscal year, which was 4.5% less than the figures shown. 10 points
3. Name the worksheet – Previous Year Expenses and place it before the new expense worksheet. 5
points
4. PEI has made a profit of 20% for each of the last five years but next year they project a 25% profit. On
another worksheet, show the projected 25% profit in each category by quarter using absolute cell
references from the Expense Budget Worksheet. 10 points
5. Name the sheet – New Projected Profits. 5 points
6. Create a separate pie chart for each quarter of the Expense Budget Worksheet showing the
percentage of expenditures for each category. 10 points
7. Place it on a separate sheet and name it - Pie Charts. 5 points
8. PEI is also thinking of expansion into the Latin American market. This move would mean an increase in
expenditures of 15% in each category beginning in Quarter 3 of the Expense Budget Worksheet. On a
separate worksheet, use a formula to show the increased expenses this expansion would add to the new
budget. 10 points
9. In another table located below the expenses in the Latin America project use cell references in a
formula to indicate the overall projected profits for the expansion if it took place. 10 points
10.Name the sheet – Latin America Expansion. 5 points
11.Create a documentation sheet (title page) for the workbook and place it in front of all other
worksheets. Title it appropriately. 5 points
12.On the top of the Documentation Sheet give your name and the date. 5 points
13.On the documentation sheet, list the other worksheets in the workbook and create hyperlinks to the
corresponding worksheet with a brief explanation of each. 5 points
14.Also on the documentation sheet, explain the contents and purpose of the workbook. 5points
15.Name the workbook – PEI Upcoming Annual Budget and upload it to the correct Assignment area. 5
points
Part 3 100 points
The CFO will be giving the presentation introducing the new budget and the Latin America expansion.
While she speaks, the stockholders will refer to the handouts of her presentation. Therefore, the
presentation should be in logical sequence flowing from the previous year to the new year. It should
indicate profits from last year and projected profits as well as the cost of expansion.
1. Create a PowerPoint presentation of at least 9 slides with an appropriate background.55 points
2. The opening slide should have your company logo you created for the newsletter, the title of the
event, the CFO’s name, and the date of the presentation. 10 points
3. The presentation should include charts and tables as well as bullet points explaining the profits from
last year and expectations for the new fiscal year. Hint – copy them from the excel workbook 10 points
4. Number the slides. 10 points
5. Use appropriate artwork as an emphasis. 10 points
6. Name the file - CFO Presentation and upload it to the appropriate Assignment
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