*********************************************** ONLY DO PART 3*********************************************

All the info in part 2 is just to help you. THIS IS A POWER POINT NOT A PAPER

Part 2

The CFO has given you a workbook (see table below) showing the estimated expenses for the upcoming fiscal year. At the meeting, the stakeholder’s must vote for approval of the budget that takes effect on in the upcoming year. Unfortunately, the workbook is incomplete, so you are asked to make the necessary updates.

Q1 Q2 Q3 Q4 Technology $ 4,872,340.00 $ 4,359,850.00 $ 3,994,500.00 $ 6,500,400.00 Communications $ 1,287,000.00 $ 2,324,000.00 $ 1,875,000.00 $ 2,050,300.00 Travel $ 985,000.00 $ 1,020,000.00 $ 750,000.00 $ 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”. 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.

3. Name the worksheet – Previous Year Expenses and place it before the new expense worksheet.

4. PEI expects to spend over $113 Million in the upcoming fiscal year. The company 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.

5. Name the sheet – New Projected Profits.
6. Create a separate pie chart for each quarter of the Expense Budget Worksheet showing the percentage of expenditures for each category.

7. Place it on a separate sheet and name it – Pie Charts.

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.

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. Name the sheet – Latin America Expansion.

11. Create a documentation sheet (title page) for the workbook and place it in front of all other work sheets. Title it appropriately.

12. On the top of the Documentation sheet give your name and the date.

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.

14. Also on the documentation sheet, explain the contents and purpose of the workbook.

15. Name the workbook – PEI Upcoming Annual Budget

**************************************** PART 3 IS WHAT YOU WILL BE DOING*******************************************************

Part 3

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 Power Point presentation of at least 9 slides with an appropriate background.

2. The opening slide should have the PEI logo (You created for the newsletter), title of the event, the CFO’s name, and the date of the presentation.

3. The presentation should include charts and tables as well as bullet points explaining the profits from last year and expectations for new fiscal year.

4. Number the slides.

5. Use appropriate artwork as an emphasis.

6. Name the file – CFO Presentation.