The purpose of this assignment is to increase understanding of balance sheets. You will need to communicate the annual finances for your hospital to the board of directors

The purpose of this assignment is to increase understanding of balance sheets. You will need to communicate the annual finances for your hospital to the board of directors.

In this assignment, use the Consolidated Balance Sheets located in the Appendix following Chapter 11 in the textbook to create a 12- to 15-slide PowerPoint Presentation. Include the following:

• Assets
• Liabilities
• Stockholders’ Equity
• Revenue
• Expenses
• Cash Flow

Include 1–2 minimum peer-reviewed resources.

Additionally, include a title side, reference slide, comprehensive speaker’s notes, and graphics that are relevant to the content, visually appealing, and placed appropriately.

Refer to the resource, “Creating Effective PowerPoint Presentations,” located in the Student Success Center, for additional guidance on completing this assignment in the appropriate style.

While APA style is not required for the body of this assignment, solid academic writing is expected, and documentation of sources should be presented using APA formatting guidelines, which can be found in the APA Style Guide, located in the Student Success Center.

This assignment uses a rubric. Please review the rubric prior to beginning the assignment to become familiar with the expectations for successful completion.

You are not required to submit this assignment to LopesWrite.

Step-by-Step Guide On Approaching this Assignment

1. Understand the Purpose and Audience

• Purpose:
  Demonstrate your understanding of hospital balance sheets and financial performance by explaining annual finances clearly and accurately.

• Audience:
  The Board of Directors — assume they are knowledgeable but want concise, strategic, and decision-focused financial insights.

• Tone:
  Professional, executive-level, and explanatory (avoid overly technical accounting jargon without explanation).

---

2. Review the Required Data Source

• Carefully review the Consolidated Balance Sheets in the Appendix following Chapter 11 of your textbook.

• Identify:

  • Total assets, liabilities, and equity

  • Key trends (increases/decreases)

  • Financial strengths or risks

• You are explaining the numbers, not recalculating them.

---

3. Plan Your Slide Structure (12–15 Slides)

Below is a recommended slide breakdown that fits the assignment requirements:

Slide 1: Title Slide

• Presentation title (e.g., Annual Financial Overview: Consolidated Balance Sheet Analysis)

• Hospital name

• Course name

• Your name

• Date

---

Slide 2: Presentation Overview / Objectives

• Purpose of the presentation

• What financial components will be reviewed

• Why this information matters to the board

---

Slide 3: Overview of Hospital Financial Position

• Brief explanation of what a balance sheet shows

• Importance of financial health in hospital operations

• Link finances to quality of care and sustainability

---

4. Explain Each Required Financial Component

Each section below should have at least one slide, possibly two if data is detailed.

---

Slides 4–5: Assets

Include:

• Definition of assets

• Examples: cash, accounts receivable, equipment, property

• Distinction between current and non-current assets

• Interpretation of asset strength or growth

Speaker notes should:

• Explain why assets matter to hospital liquidity and operations

• Highlight any notable changes or trends

---

Slides 6–7: Liabilities

Include:

• Definition of liabilities

• Examples: accounts payable, long-term debt

• Short-term vs long-term liabilities

• Implications for financial risk

Speaker notes should:

• Explain the hospital’s obligations

• Discuss whether liabilities are manageable

---

Slide 8: Stockholders’ Equity

Include:

• Definition of equity

• Retained earnings and contributed capital

• Relationship between assets and liabilities

Speaker notes should:

• Explain equity as financial stability and ownership value

• Connect equity trends to long-term sustainability

---

Slide 9: Revenue

Include:

• Primary revenue sources (patient services, insurance reimbursements)

• Revenue growth or decline

• Impact of payer mix

Speaker notes should:

• Explain how revenue supports operations

• Identify financial opportunities or concerns

---

Slide 10: Expenses

Include:

• Major expense categories (staffing, supplies, operations)

• Fixed vs variable costs

• Expense control importance

Speaker notes should:

• Explain cost drivers

• Link expenses to service delivery and efficiency

---

Slide 11: Cash Flow

Include:

• Definition of cash flow

• Operating, investing, and financing cash flows

• Importance of liquidity

Speaker notes should:

• Emphasize cash flow as day-to-day operational lifeline

• Explain risks of poor cash flow management

---

5. Add Interpretation for the Board

Slide 12: Financial Summary and Key Insights

Include:

• Overall financial health assessment

• Strengths (e.g., strong liquidity, controlled debt)

• Weaknesses or risks

Speaker notes should:

• Translate numbers into strategic meaning

• Focus on what the board should care about

---

Slide 13: Strategic Implications

Include:

• How finances impact patient care

• Staffing, expansion, or technology decisions

• Risk management considerations

---

6. Academic and Visual Requirements

Slide 14: References

• Include 1–2 peer-reviewed sources

• Use APA formatting

• May include:

  • Healthcare finance journals

  • Scholarly articles on hospital financial management

  • Textbook reference

---

7. Speaker Notes Expectations

• Speaker notes should be detailed and comprehensive

• Expand on bullet points (do not repeat slide text)

• Written in full sentences

• Demonstrate understanding of healthcare finance concepts

---

8. Graphics and Visual Design

• Use:

  • Charts (bar, pie, or line graphs)

  • Icons for assets, liabilities, cash flow

• Follow principles from “Creating Effective PowerPoint Presentations”:

  • Minimal text per slide

  • Consistent fonts and colors

  • Clear headings

• Avoid clutter

---

9. Writing and APA Guidelines

• APA is not required in slide body text

• APA is required for references

• Maintain:

  • Clear grammar

  • Professional academic tone

  • Logical flow

---

10. Final Checklist Before Submission

12–15 slides
All required financial categories included
Speaker notes on every content slide
Relevant visuals used
1–2 peer-reviewed references
Reference slide in APA format
Board-level clarity and professionalism

Need Help With This Assignment?

If you’re struggling with interpreting balance sheets, organizing your PowerPoint, or writing clear speaker notes, academic support is available. Getting expert guidance can help you meet the rubric requirements, strengthen your understanding of healthcare finance, and submit a confident, well-structured presentation on time.