Math for Business Operations

Applied Accounting with Excel

UNIT03 - Lesson 9

Mock Panel & Revisions: Expert Critique Session

45 minutes
Lesson Overview

Lesson Focus

Expert critique from local CPA on workbook and presentation with revision time

Key Unit Objectives

Enduring Understandings:

  • Financial statements tell the complete story of business performance and position
  • Integrated financial statements reveal connections between profit, balance sheet strength, and cash flow
  • Dynamic dashboards transform raw financial data into actionable business insights
  • Professional financial communication builds investor confidence and trust

Lesson Activities

Activity 1: Investor One-Pager Creation
15 minutes

Design professional one-page summary for investor presentation

Details:

  • Create compelling executive summary highlighting key financial performance
  • Include visual elements: key charts, KPI summary, growth projections
  • Write investor-focused narrative connecting financial data to business opportunity
  • Design professional layout appropriate for investor presentation materials
Activity 2: Expert CPA Review Session
20 minutes

Local CPA provides professional feedback on technical accuracy and presentation

Details:

  • Each team presents 3-minute overview of their integrated model to visiting CPA
  • CPA evaluates: technical accuracy, professional presentation, investor appeal
  • Focus feedback on: formula accuracy, statement integration, narrative clarity
  • CPA provides specific suggestions for improvement before final presentations
Real-World Expert Feedback

Professional perspective on technical accuracy and investor readiness

  • Technical Review: Are formulas accurate and professionally constructed?
  • Integration Check: Do statements properly connect and reconcile?
  • Presentation Quality: Is the work ready for investor presentation?
  • Narrative Clarity: Does the financial story make business sense?
Activity 3: Revision and Enhancement Time
10 minutes

Teams incorporate CPA feedback to refine models and presentations

Details:

  • Teams prioritize CPA feedback and implement highest-impact improvements
  • Focus on technical fixes first, then presentation enhancements
  • Refine investor one-pager based on professional feedback
  • Practice revised presentation pitch with timing and flow adjustments
Required Materials
  • Investor one-pager template and design guide
  • CPA feedback forms with evaluation criteria
  • Professional presentation standards checklist
  • Revision priority worksheet
Differentiation Strategies

For Struggling Students

  • • Formula Templates: Provide INDEX/MATCH syntax with specific cell references pre-filled
  • • Step-by-Step Guides: Visual walkthroughs for each statement construction process
  • • Simplified KPIs: Focus on 2-3 basic ratios rather than complex dashboard features
  • • Peer Support: Pair with students strong in Excel for collaborative construction

For Advanced Students

  • • Advanced Features: Implement dropdown menus, scenario analysis, and dynamic charting
  • • Industry Customization: Research industry-specific KPIs and benchmarking data
  • • Teaching Roles: Support struggling classmates with formula construction and troubleshooting
  • • Extension Projects: Create automated reporting features or basic VBA functionality

For English Language Learners

  • • Financial Vocabulary Support: Glossary with visual definitions of key accounting terms
  • • Template Scaffolding: Pre-structured templates with clear headings and organization
  • • Visual Learning Aids: Flowcharts showing statement relationships and data flow
  • • Collaborative Support: Mixed-language team structures for peer translation and explanation