Math for Business Operations

Applied Accounting with Excel

UNIT03 - Lesson 10

Presentations + Peer Review (Single‑Phase PBL)

40 minutes
Lesson Overview

Lesson Focus

Final presentations to mock investor panel with interactive workbook demonstrations

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: Setup
5 minutes

Teams stage laptops and materials; rubric review

Details:

  • Check that all Excel links and dashboards work
  • Review rubric weights: 50/20/15/10/5
  • Confirm presenter order (six groups)
Activity 2: Six Groups × ~5 min
30 minutes

4–5 minute pitch + brief Q&A per group

Details:

  • Live demo: linked three‑statement model + KPI dashboard
  • Story: decision, drivers, risks, and assumptions
  • Audience submits PeerCritiqueForm feedback by rubric category
Authentic Investor Presentation Assessment

Mirrors real investor due diligence

  • Technical Mastery: Formulas, links, and validations
  • Business Narrative: Clear, relevant insights
  • Professional Delivery: Audience‑appropriate visuals
  • Q&A: Confident, concise responses
Activity 3: Wrap
5 minutes

Panel feedback and student reflection

Details:

  • Panel highlights strengths and next steps
  • Students complete quick reflection and archive final files
Required Materials
  • Investor panel evaluation forms and criteria
  • Demo Day presentation setup materials
  • Exit reflection prompts and portfolio submission guidelines
  • Unit 4 preview materials and transition activities
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