- Watch the links below that chronicles healthcare systems in five countries.
- Choose and compare three (3) healthcare systems from the video.
- Create a maximum of ten (10) slides for a PowerPoint presentation that includes:
- Information on the country's policy
- Implementation in healthcare
- The effectiveness of the policy and finance/cost considerations.
- Effects on health services
- What educational and legal requirements are in place to become a nurse for the healthcare systems you chose to compare?
https://www.bing.com/videos/riverview/relatedvideo?q=pbs+frontline+sick+around+the+world&&mid=8D90E5D22DBEDFC497948D90E5D22DBEDFC49794&FORM=VAMGZC
https://www.pbs.org/video/frontline-sick-around-world-preview/
Now that you've devised a product, started designing its logo, and written instructions for its safe and efficient use, it's time to start thinking about how you'll solicit feedback about it from its users. To accomplish this goal, you'll write an end-user survey for this assignment.
Write a brief survey soliciting feedback from users that will gauge their satisfaction with your product.
Surveys should include between 3 and 7 questions, and each of these questions should be designed to generate meaningful feedback from users about the product's features, label, instructions, and / or use.
Each survey question should include two components: The question itself and your rationale for asking it. The rationale behind each question should come from the work you've done for this week's discussion. You may wish to refer to that work and even expand on some of it as you explain the questions you've included in the survey.
Submit your work as a single MS Word / PDF document.
Hello Classmates,
Gaddis (1998) identifies several key principles for effective survey design, particularly within digital and user-experience settings. The author first emphasizes that survey questions should be clear and simple to minimize respondent fatigue and enhance data accuracy. Poorly constructed or overly complex questions, according to Gaddis, may confuse participants and compromise the reliability of results. The article also highlights the importance of a logical, well-organized survey structure, including a clear introduction, grouped topics, and consistent formatting to facilitate a smooth respondent experience. Additionally, Gaddis advocates for pretesting surveys prior to distribution, observing that even minor revisions can substantially improve response quality and reduce errors.
Gaddis (1998) further emphasizes the strategic use of various question types, each fulfilling a specific function. Closed-ended questions, such as multiple-choice or yes/no formats, facilitate rapid responses and enable straightforward quantitative analysis. Likert-scale questions assess attitudes or levels of agreement numerically, making them particularly effective for gauging user satisfaction or perceptions. Open-ended questions, while more demanding to analyze, allow respondents to articulate their thoughts in their own words and yield deeper insights into user motivations and concerns. In line with current survey design practices, I expect to prioritize closed-ended and Likert-scale questions, as they are more user-friendly and generate cleaner data.
These principles directly inform my approach to Assignment 2. By incorporating Gaddis’s recommendations, I can ensure that each survey question aligns with the intended purpose and remains free of unnecessary complexity. Recognizing the advantages of different question types will enable me to select formats that best capture the required data, whether to identify measurable trends or to gather user feedback. Furthermore, prioritizing clarity, structure, and pretesting will help me design a survey that is accessible for participants and yields meaningful, high-quality responses to support my product’s development.
Resources:
Gaddis, S. E. (1998). How to design online surveys. Training & Development, 52(6), 67–71.
— Sanjae L.
Using the same Case Study Worksheet from week 4 (Case Study #1), perform the same analysis on a case involving some social media or online privacy situation. Keep in mind the topic must involve some moral or ethical conundrum.
Some examples would be using AI to generate posts or content and taking credit, any number of AI systems listening to you and using the information to generate search criteria, trolling, stalking, spreading misinformation, etc. One example would be the arrest of Douglass Mackey (aka Ricky Vaughn) for interfering in the 2016 election (look it up if you are interested). If you are uncertain what you have will work, ask the instructor. Just do not wait until Saturday or later to do so.
STEM270 Case Study Analysis Worksheet
Week 4 Assignment
Use the following format to write a paper to discuss your case study. Each section should be at least one fully developed paragraph.
Name:
Case Study Title: Include a full APA or MLA citation in your reference section with a URL link.
1. Briefly, what happened? Summarize the case.
2. Key Stakeholders and how they were impacted: Discuss at least 4 major stakeholders (not stockholders, though the stockholders may be stakeholders). For each stakeholder, briefly explain the relationship with the company, organization, or person – why are they stakeholders, and how were they impacted (positively or negatively)? You should use bullet points to summarize each stakeholder.
3. What was the final outcome? Include specific details such as prison, fines, termination, and for how many individuals. Make sure to cite your facts.
4. Describe why you feel someone’s actions were morally wrong. Using named moral theories, discuss why you believe these behaviors were morally right or wrong. Be sure to use keywords describing your moral base (consequentialist, care, duty, act utilitarian, prima facie duties, etc.) and why your compass would justify classifying the action as morally right or wrong. Be sure to document the resource(s) you use for the definition of the moral theory or theories.
5. Put yourself in a position of leadership: Describe what you would put in place that would have prevented this in the first place or kept it from happening again. Or, alternatively, what rules would you implement to justify the action? Discuss rules in the context of your leadership philosophy or ethical standard.
References: At least one reference is required in APA/MLA format. In-text citations should be used to show where you used your research . Note that if your major requires a different style (Chicago, Turabian, etc.), use it. Just be consistent.
,
STEM270 Case Study Rubric Course: STEM270 D005 Fall 2025
Criteria Exemplary Accomplished Developing Beginning Did Not Attempt
Criterion Score
Case
Summar
y
/ 10
Stakeho
lders
/ 20
10 points
Case is sum-
marized
with specific
details and a
full citation
with article
title and
URL is
provided.
8.5 points
Case is summa-
rized with details;
article title and
URL provided.
7.5 points
Case is sum-
marized
with limited
information;
article title
and URL
provided.
6.5 points
Two re-
quirements
but not all 3
are pro-
vided: brief
summary, ti-
tle, URL.
0 points
Content is
incomplete
and major
most
topics/points
are missing.
20 points
More than 4
stakeholders
are identi-
fied and
their rela-
tionship
with the
company
listed and
fully
explained.
17 points
At least 4 major
stakeholders are
identified and
their relationship
with the company
summarized.
15 points
2-3 major
stakeholders
listed and
their rela-
tionship
with the
company
explained.
13 points
Less than 2
stakeholders
listed
and/or
stakeholder
relationship
to the com-
pany not
provided.
0 points
Stakeholders
are absent.
12/18/25, 11:30 AM Preview Rubric: STEM270 Case Study Rubric – STEM270 D005 Fall 2025 – APEI
https://myclassroom.apus.edu/d2l/lp/rubrics/preview.d2l?ou=900774&rubricId=12088&originTool=quicklinks 1/4
Criteria Exemplary Accomplished Developing Beginning Did Not Attempt
Criterion Score
Case
Final
Outcom
e
/ 20
Moral
Discussi
on
/ 20
20 points
Final out-
come is ex-
plained in
detail, in-
cluding de-
tails pro-
vided by re-
cent or sub-
sequent
articles.
17 points
Final outcome is
explained in
detail.
15 points
Final out-
come is
summarized
in less than
a paragraph.
13 points
Final out-
come is pro-
vided at a
high level
and without
supporting
details.
0 points
Final out-
come is not
provided.
20 points
A moral jus-
tification for
this case is
provided
that refer-
ences spe-
cific ethical
theories and
principles;
this justifi-
cation is
provided in
context of
student's
own moral
compass.
17 points
A moral justifica-
tion is provided
that mentions
ethical principles
and student's
moral compass.
15 points
A moral jus-
tification is
provided in
relation to
student's
moral
compass.
13 points
A moral jus-
tification is
provided
but inde-
pendent of a
moral com-
pass or ethi-
cal
principles.
0 points
Moral dis-
cussion is
not
provided.
12/18/25, 11:30 AM Preview Rubric: STEM270 Case Study Rubric – STEM270 D005 Fall 2025 – APEI
https://myclassroom.apus.edu/d2l/lp/rubrics/preview.d2l?ou=900774&rubricId=12088&originTool=quicklinks 2/4
Criteria Exemplary Accomplished Developing Beginning Did Not Attempt
Criterion Score
Leaders
hip
Solution
or
Justifica
tion
/ 2020 points
A leadership
position and
policy are
provided
that would
prevent
such a case
from occur-
ring or pre-
vent a re-
peat; OR an
alternative
approach in-
cluding the
same is pro-
vided that
justified this
scenario.
17 points
A leadership
philosophy/ethical
standard is pro-
vided that would
prevent a repeat
of this case; OR a
philosophy is pro-
vided that would
justify the same
events in the
future.
15 points
A policy is
provided
that would
prevent this
case from
repeating;
OR that jus-
tifies the ac-
tions of this
case.
13 points
A list of
rules is pro-
vided for fu-
ture com-
pany actions
focused on
this case.
0 points
Solution as
"leader" is
not
provided.
12/18/25, 11:30 AM Preview Rubric: STEM270 Case Study Rubric – STEM270 D005 Fall 2025 – APEI
https://myclassroom.apus.edu/d2l/lp/rubrics/preview.d2l?ou=900774&rubricId=12088&originTool=quicklinks 3/4
Total / 100
Overall Score
Criteria Exemplary Accomplished Developing Beginning Did Not Attempt
Criterion Score
Formatt
ing,
Gramm
ar,
Punctua
tion &
Spelling
/ 1010 points
Paper con-
tains no er-
rors in
grammar,
punctuation
or spelling.
Formatting
is consistent
and includes
references.
Language is
clear and
precise.
8.5 points
Paper contains
few grammatical,
and a few punctu-
ation and spelling
errors (1-2 unique
errors).
Formatting is con-
sistent and in-
cludes references.
7.5 points
Paper con-
tains few
grammati-
cal, and a
few punctu-
ation and
spelling er-
rors (2-3
unique er-
rors).
Formatting
is consistent
and includes
links to
source
material.
6.5 points
Paper con-
tains few
grammati-
cal, and a
few punctu-
ation and
spelling er-
rors (4-5
unique er-
rors).
Formatting
is inconsis-
tent but in-
cludes links
to sources.
0 points
Paper con-
tains numer-
ous gram-
matical,
punctuation,
and spelling
errors (more
than 5
unique er-
rors). Paper
lacks many
elements of
formatting
such as con-
sistent style
or links to
source
material.
Exemplary 90 points minimum
Accomplished 80 points minimum
Developing 70 points minimum
Beginning 60 points minimum
Did Not
Attempt 0 points minimum
12/18/25, 11:30 AM Preview Rubric: STEM270 Case Study Rubric – STEM270 D005 Fall 2025 – APEI
https://myclassroom.apus.edu/d2l/lp/rubrics/preview.d2l?ou=900774&rubricId=12088&originTool=quicklinks 4/4
Short-Term Financial Needs and Working Capital
Understanding how much money is needed to sustain daily operations involves forecasting month-to-month cash inflows and outflows. Financial managers who can more accurately project the monthly gap between cash inflows and outflows will be in the best position to determine their financial needs and ensure that the lights remain on. In this Discussion, you will analyze an organization’s short-term financial needs and then propose recommendations for how the organization might best improve its cash position to meet those needs.
To prepare for this Discussion:
- Consider an example of an organization with which you are familiar and about which you have insight regarding its short-term financial needs. (Note: It could be one where you have worked or about which you have sufficient information to bring one or more examples into this Discussion, including the organization you selected for the Weeks 5 and 6 Discussion).
- Reminder: Be sure to be aware of any personal biases you may have about the organization you may discuss this week. Also, be sure to support your assertions using an evidence-based approach.
Post a synthesis of how an organization should approach its short-term financial needs, to include the following:
- Describe at least two examples of short-term financial needs that the organization either has or might have. Be sure to include specific details to support your descriptions.
- Analyze whether the organization should have low, moderate, or high amounts of working capital. Include a rationale for your assertion.
- Propose how the organization could improve its cash position to address its short-term financial needs.
Week 8 Learning Resources
Managerial Finance
Basic Working Capital Concepts
Using these resources, you will examine the concept of working capital management. When organizations evaluate their current assets and liabilities, it can be beneficial for them to apply a working capital management strategy to utilize those aspects in the best way possible. Another goal of incorporating this strategy is being able to operate more efficiently. The main ratios in focus are the working capital ratio, the collection ratio, and the inventory ratio.
· Brigham E. F., & Houston, J. F. (2022). Working capital management. In Fundamentals of financial management (16th ed., pp. 558–590). Cengage Learning.
· Bartram, P. (2013, July-August). 8 ways to … improve working capitalLinks to an external site. . Financial Management , 42.
· Moy, R. (2014, January 15). Short-term financing Links to an external site. [Video]. YouTube. https://www.youtube.com/watch?v=SkU6L-pdPIg
The Cash Conversion Cycle
The cash conversion cycle (CCC) is a measure that managers take into account to determine how long it would take to acquire cash from their investments and sales. The CCC may also be called the net operating cycle or just the cash cycle. Through these resources, you will explore the calculations and formulas involved in the cash conversion cycle.
· AccountingTools. (2021, April 17). Inventory conversion period definition Links to an external site. . http://www.accountingtools.com/questions-and-answers/what-is-the-inventory-conversion-period.html
· AccountingTools. (2021, April 11). Collection period definition Links to an external site. . https://www.accountingtools.com/articles/collection-period
· AccountingTools. (2021, April 10). Accounts payable days formula Links to an external site. . https://www.accountingtools.com/articles/days-payable-outstanding
· Good Calculators. (2021). Cash conversion cycle calculator Links to an external site. . https://goodcalculators.com/cash-conversion-cycle-calculator/
· The Motley Fool. (2016, November 15). Foolish fundamentals: Cash conversion cycle—retail Links to an external site. . http://www.fool.com/investing/value/2006/09/12/foolish-fundamentals-cash-conversion-cycle–retail.aspx
Projected Growth Requirements
Through these resources, you will explore the topic of forecasting. As part of the quarterly and annual reports provided to shareholders, companies need to develop projections for their revenue and growth. These estimated earnings are not only useful to shareholders and stock analysts, but they can also be a helpful tool for managers to use when making decisions within the organization.
· Brigham E. F., & Houston, J. F. (2022). Financial planning and forecasting. In Fundamentals of financial management (16th ed., pp. 598–616). Cengage Learning.
· Cundiff, K. (2019, March 25). Additional funds needed (AFN) Links to an external site. [Video]. YouTube. https://www.youtube.com/watch?v=kwM1Y2uHgeI
Cross Rates Between Currencies
When operating in a multinational organization, managers may need to determine the cross rate between currencies of different countries and regions. This rate represents a comparison of two currencies while using a third currency (often a major currency) as the main reference point for comparison. Using these resources, you will explore cross rates between countries.
· Brigham E. F., & Houston, J. F. (2022). Multinational financial management. In Fundamentals of financial management (16th ed., pp. 625–656). Cengage Learning.
· Javidan, M., Teagarden, M., & Bowen, D. (2010, April 1). Managing yourself: Making it overseas . Harvard Business Review, 88 (4), 109–113.
Important Documents for The Week
· Document: Module 3 Assignment Part 1 Template (Excel spreadsheet) Download Module 3 Assignment Part 1 Template (Excel spreadsheet)
· Document: Module 3 Assignment Part 2 Template (Word document
,
Week 5 Learning Resources
Managerial Finance
Financial Statements and Reports
Although some publicly traded companies provide access to their annual reports on their websites, all public companies must file their audited financial reports with the Securities and Exchange Commission (SEC). This is done so through a 10K report, which is the legal and official report from which the company’s financial data is to be obtained. Using these resources, you will examine the role of financial statements for publicly traded corporations, as well as how to examine a 10K report.
· Brigham E. F., & Houston, J. F. (2022). Financial statements, cash flow, and taxes. In Fundamentals of financial management (16th ed., pp. 64–106). Cengage Learning.
· Securities and Exchange Commission. (2011, September). Investor bulletin: How to read a 10-K Download Investor bulletin: How to read a 10-K . https://www.sec.gov/files/reada10k.pdf
Measures That Illustrate Financial Health
When trying to determine a company’s financial standing, a common practice is to explore its industry and compare its financial performance to the industry averages. There are many aspects that can be used as a comparison, which can be useful for stakeholders to understand. By having a better understanding of a company’s financial health, managers become better decision makers and help drive their organization toward success. Through these resources, you will examine how financial statements can reveal the state of an organization’s financial health.
· Brigham E. F., & Houston, J. F. (2022). Analysis of financial statements. In Fundamentals of financial management (16th ed., pp. 108–128). Cengage Learning.
· 365 Careers. (2020, July 17). Dupont analysis explained Links to an external site. [Video]. YouTube. https://www.youtube.com/watch?v=hHuItcTJJcs
· IBISWorld. (2016, November 6). Financial ratios – IBISWorld industry product Links to an external site. [Video]. YouTube. https://www.youtube.com/watch?v=6-JlnqWlyoU
· FinanceWalk [Avadhut Nigudkar]. (2014, January 24). Ratio analysis, financial ratio analysis in Excel Links to an external site. [Video]. YouTube. https://www.youtube.com/watch?v=WH1afIA6sEk
· Learn to Invest. (2018, November 23). ROE DuPont analysis: How to use the DuPont equation to analyze a stock: DuPont decomposition Links to an external site. [Video]. YouTube. https://www.youtube.com/watch?v=qRBHfpyTDU8
Important Documents for The Week
· Document: Module 2 Assignment Part 1 Template (Excel spreadsheet) Download Module 2 Assignment Part 1 Template (Excel spreadsheet)
· Document: Module 2 Assignment Part 2 Template (Word document)
,
1
Week 6 Discussion – Managerial Finance
Lakenya Campbell
Walden University
Dr. Ed
MBAX 6070
December 31st, 2025
Qualitative Assessment of Financial Performance
When assessing the privately owned distribution company of technology mentioned earlier, the qualitative aspect regarding the customer base concentration, which is one of the primary questions raised by Brigham and Houston (2022), is of the utmost importance. Although the company has upheld a high working capital discipline, a big part of its revenues was subject to a few large retail contracts. According to Brigham and Houston (2022), when a company has a large customer base, its financial health will be directly associated with the stability of the customer base. In the case of this distributor, loss of a single big contract would not just stop revenue but could also leave the firm with stocked inventory that was specifically brought in to meet the unique demands of the client. The above qualitative risk points out that despite the high profitability on paper, the absence of customer diversification in the company leads to the creation of a very delicate ecosystem where an external shock to the business of a client becomes an internal crisis of the distributor.
Impact on Financial Ratios
Liquidity and activity ratios are directly affected by this customer concentration. In particular, Days Sales Outstanding (DSO) and Cash Conversion Cycle (Kiymaz et al., 2024) are extremely sensitive to the payment patterns of this small number of large clients. In case of a cash flow crunch and delay on the part of a dominant customer, the distributor's DSO would skyrocket and strangle the cash buffer. In addition, the current ratio may be misleadingly good because of the high accounts receivable, but the nature of the assets would be affected if the main debtor becomes insolvent. Since the ratio analysis is most effective when it leads to performance insights, Biedron (2021) states that the qualitative risk of customer reliance here cautions managers that a high current ratio does not imply that there is liquidity in the real sense, as long as the receivables are not diversified. As a result, the mismatch of maturity mentioned above due to short-term debt to be used to expand the warehouse is even more risky, as the cash flow on which the underwriting bases its operations relies on a small, unstable group of customers.
References
Biedron, R. (2021, July 13). Ratio analysis of financial statements: Analyse to drive better performance. Planergy. https://planergy.com/blog/ratio-analysis-of-financial-statements/
Brigham, E. F., & Houston, J. F. (2022). Analysis of financial statements. In Fundamentals of financial management (16th ed., pp. 128–150). Cengage Learning.
Kiymaz, H., Haque, S., & Choudhury, A. A. (2024). Working capital management and firm performance: A comparative analysis of developed and emerging economies. Borsa Istanbul Review, 24(3), 634-642. https://doi.org/10.1016/j.bir.2024.03.004
Now that you've devised a product, started designing its logo, and written instructions for its safe and efficient use, it's time to start thinking about how you'll solicit feedback about it from its users. To accomplish this goal, you'll write an end-user survey for this assignment.
Write a brief survey soliciting feedback from users that will gauge their satisfaction with your product.
Surveys should include between 3 and 7 questions, and each of these questions should be designed to generate meaningful feedback from users about the product's features, label, instructions, and / or use.
Each survey question should include two components: The question itself and your rationale for asking it. The rationale behind each question should come from the work you've done for this week's discussion. You may wish to refer to that work and even expand on some of it as you explain the questions you've included in the survey.
Submit your work as a single MS Word / PDF document.
Hello Classmates,
Gaddis (1998) identifies several key principles for effective survey design, particularly within digital and user-experience settings. The author first emphasizes that survey questions should be clear and simple to minimize respondent fatigue and enhance data accuracy. Poorly constructed or overly complex questions, according to Gaddis, may confuse participants and compromise the reliability of results. The article also highlights the importance of a logical, well-organized survey structure, including a clear introduction, grouped topics, and consistent formatting to facilitate a smooth respondent experience. Additionally, Gaddis advocates for pretesting surveys prior to distribution, observing that even minor revisions can substantially improve response quality and reduce errors.
Gaddis (1998) further emphasizes the strategic use of various question types, each fulfilling a specific function. Closed-ended questions, such as multiple-choice or yes/no formats, facilitate rapid responses and enable straightforward quantitative analysis. Likert-scale questions assess attitudes or levels of agreement numerically, making them particularly effective for gauging user satisfaction or perceptions. Open-ended questions, while more demanding to analyze, allow respondents to articulate their thoughts in their own words and yield deeper insights into user motivations and concerns. In line with current survey design practices, I expect to prioritize closed-ended and Likert-scale questions, as they are more user-friendly and generate cleaner data.
These principles directly inform my approach to Assignment 2. By incorporating Gaddis’s recommendations, I can ensure that each survey question aligns with the intended purpose and remains free of unnecessary complexity. Recognizing the advantages of different question types will enable me to select formats that best capture the required data, whether to identify measurable trends or to gather user feedback. Furthermore, prioritizing clarity, structure, and pretesting will help me design a survey that is accessible for participants and yields meaningful, high-quality responses to support my product’s development.
Resources:
Gaddis, S. E. (1998). How to design online surveys. Training & Development, 52(6), 67–71.
— Sanjae L.
Using the same Case Study Worksheet from week 4 (Case Study #1), perform the same analysis on a case involving some social media or online privacy situation. Keep in mind the topic must involve some moral or ethical conundrum.
Some examples would be using AI to generate posts or content and taking credit, any number of AI systems listening to you and using the information to generate search criteria, trolling, stalking, spreading misinformation, etc. One example would be the arrest of Douglass Mackey (aka Ricky Vaughn) for interfering in the 2016 election (look it up if you are interested). If you are uncertain what you have will work, ask the instructor. Just do not wait until Saturday or later to do so.
STEM270 Case Study Analysis Worksheet
Week 4 Assignment
Use the following format to write a paper to discuss your case study. Each section should be at least one fully developed paragraph.
Name:
Case Study Title: Include a full APA or MLA citation in your reference section with a URL link.
1. Briefly, what happened? Summarize the case.
2. Key Stakeholders and how they were impacted: Discuss at least 4 major stakeholders (not stockholders, though the stockholders may be stakeholders). For each stakeholder, briefly explain the relationship with the company, organization, or person – why are they stakeholders, and how were they impacted (positively or negatively)? You should use bullet points to summarize each stakeholder.
3. What was the final outcome? Include specific details such as prison, fines, termination, and for how many individuals. Make sure to cite your facts.
4. Describe why you feel someone’s actions were morally wrong. Using named moral theories, discuss why you believe these behaviors were morally right or wrong. Be sure to use keywords describing your moral base (consequentialist, care, duty, act utilitarian, prima facie duties, etc.) and why your compass would justify classifying the action as morally right or wrong. Be sure to document the resource(s) you use for the definition of the moral theory or theories.
5. Put yourself in a position of leadership: Describe what you would put in place that would have prevented this in the first place or kept it from happening again. Or, alternatively, what rules would you implement to justify the action? Discuss rules in the context of your leadership philosophy or ethical standard.
References: At least one reference is required in APA/MLA format. In-text citations should be used to show where you used your research . Note that if your major requires a different style (Chicago, Turabian, etc.), use it. Just be consistent.
,
STEM270 Case Study Rubric Course: STEM270 D005 Fall 2025
Criteria Exemplary Accomplished Developing Beginning Did Not Attempt
Criterion Score
Case
Summar
y
/ 10
Stakeho
lders
/ 20
10 points
Case is sum-
marized
with specific
details and a
full citation
with article
title and
URL is
provided.
8.5 points
Case is summa-
rized with details;
article title and
URL provided.
7.5 points
Case is sum-
marized
with limited
information;
article title
and URL
provided.
6.5 points
Two re-
quirements
but not all 3
are pro-
vided: brief
summary, ti-
tle, URL.
0 points
Content is
incomplete
and major
most
topics/points
are missing.
20 points
More than 4
stakeholders
are identi-
fied and
their rela-
tionship
with the
company
listed and
fully
explained.
17 points
At least 4 major
stakeholders are
identified and
their relationship
with the company
summarized.
15 points
2-3 major
stakeholders
listed and
their rela-
tionship
with the
company
explained.
13 points
Less than 2
stakeholders
listed
and/or
stakeholder
relationship
to the com-
pany not
provided.
0 points
Stakeholders
are absent.
12/18/25, 11:30 AM Preview Rubric: STEM270 Case Study Rubric – STEM270 D005 Fall 2025 – APEI
https://myclassroom.apus.edu/d2l/lp/rubrics/preview.d2l?ou=900774&rubricId=12088&originTool=quicklinks 1/4
Criteria Exemplary Accomplished Developing Beginning Did Not Attempt
Criterion Score
Case
Final
Outcom
e
/ 20
Moral
Discussi
on
/ 20
20 points
Final out-
come is ex-
plained in
detail, in-
cluding de-
tails pro-
vided by re-
cent or sub-
sequent
articles.
17 points
Final outcome is
explained in
detail.
15 points
Final out-
come is
summarized
in less than
a paragraph.
13 points
Final out-
come is pro-
vided at a
high level
and without
supporting
details.
0 points
Final out-
come is not
provided.
20 points
A moral jus-
tification for
this case is
provided
that refer-
ences spe-
cific ethical
theories and
principles;
this justifi-
cation is
provided in
context of
student's
own moral
compass.
17 points
A moral justifica-
tion is provided
that mentions
ethical principles
and student's
moral compass.
15 points
A moral jus-
tification is
provided in
relation to
student's
moral
compass.
13 points
A moral jus-
tification is
provided
but inde-
pendent of a
moral com-
pass or ethi-
cal
principles.
0 points
Moral dis-
cussion is
not
provided.
12/18/25, 11:30 AM Preview Rubric: STEM270 Case Study Rubric – STEM270 D005 Fall 2025 – APEI
https://myclassroom.apus.edu/d2l/lp/rubrics/preview.d2l?ou=900774&rubricId=12088&originTool=quicklinks 2/4
Criteria Exemplary Accomplished Developing Beginning Did Not Attempt
Criterion Score
Leaders
hip
Solution
or
Justifica
tion
/ 2020 points
A leadership
position and
policy are
provided
that would
prevent
such a case
from occur-
ring or pre-
vent a re-
peat; OR an
alternative
approach in-
cluding the
same is pro-
vided that
justified this
scenario.
17 points
A leadership
philosophy/ethical
standard is pro-
vided that would
prevent a repeat
of this case; OR a
philosophy is pro-
vided that would
justify the same
events in the
future.
15 points
A policy is
provided
that would
prevent this
case from
repeating;
OR that jus-
tifies the ac-
tions of this
case.
13 points
A list of
rules is pro-
vided for fu-
ture com-
pany actions
focused on
this case.
0 points
Solution as
"leader" is
not
provided.
12/18/25, 11:30 AM Preview Rubric: STEM270 Case Study Rubric – STEM270 D005 Fall 2025 – APEI
https://myclassroom.apus.edu/d2l/lp/rubrics/preview.d2l?ou=900774&rubricId=12088&originTool=quicklinks 3/4
Total / 100
Overall Score
Criteria Exemplary Accomplished Developing Beginning Did Not Attempt
Criterion Score
Formatt
ing,
Gramm
ar,
Punctua
tion &
Spelling
/ 1010 points
Paper con-
tains no er-
rors in
grammar,
punctuation
or spelling.
Formatting
is consistent
and includes
references.
Language is
clear and
precise.
8.5 points
Paper contains
few grammatical,
and a few punctu-
ation and spelling
errors (1-2 unique
errors).
Formatting is con-
sistent and in-
cludes references.
7.5 points
Paper con-
tains few
grammati-
cal, and a
few punctu-
ation and
spelling er-
rors (2-3
unique er-
rors).
Formatting
is consistent
and includes
links to
source
material.
6.5 points
Paper con-
tains few
grammati-
cal, and a
few punctu-
ation and
spelling er-
rors (4-5
unique er-
rors).
Formatting
is inconsis-
tent but in-
cludes links
to sources.
0 points
Paper con-
tains numer-
ous gram-
matical,
punctuation,
and spelling
errors (more
than 5
unique er-
rors). Paper
lacks many
elements of
formatting
such as con-
sistent style
or links to
source
material.
Exemplary 90 points minimum
Accomplished 80 points minimum
Developing 70 points minimum
Beginning 60 points minimum
Did Not
Attempt 0 points minimum
12/18/25, 11:30 AM Preview Rubric: STEM270 Case Study Rubric – STEM270 D005 Fall 2025 – APEI
https://myclassroom.apus.edu/d2l/lp/rubrics/preview.d2l?ou=900774&rubricId=12088&originTool=quicklinks 4/4
Short-Term Financial Needs and Working Capital
Understanding how much money is needed to sustain daily operations involves forecasting month-to-month cash inflows and outflows. Financial managers who can more accurately project the monthly gap between cash inflows and outflows will be in the best position to determine their financial needs and ensure that the lights remain on. In this Discussion, you will analyze an organization’s short-term financial needs and then propose recommendations for how the organization might best improve its cash position to meet those needs.
To prepare for this Discussion:
- Consider an example of an organization with which you are familiar and about which you have insight regarding its short-term financial needs. (Note: It could be one where you have worked or about which you have sufficient information to bring one or more examples into this Discussion, including the organization you selected for the Weeks 5 and 6 Discussion).
- Reminder: Be sure to be aware of any personal biases you may have about the organization you may discuss this week. Also, be sure to support your assertions using an evidence-based approach.
Post a synthesis of how an organization should approach its short-term financial needs, to include the following:
- Describe at least two examples of short-term financial needs that the organization either has or might have. Be sure to include specific details to support your descriptions.
- Analyze whether the organization should have low, moderate, or high amounts of working capital. Include a rationale for your assertion.
- Propose how the organization could improve its cash position to address its short-term financial needs.
Week 8 Learning Resources
Managerial Finance
Basic Working Capital Concepts
Using these resources, you will examine the concept of working capital management. When organizations evaluate their current assets and liabilities, it can be beneficial for them to apply a working capital management strategy to utilize those aspects in the best way possible. Another goal of incorporating this strategy is being able to operate more efficiently. The main ratios in focus are the working capital ratio, the collection ratio, and the inventory ratio.
· Brigham E. F., & Houston, J. F. (2022). Working capital management. In Fundamentals of financial management (16th ed., pp. 558–590). Cengage Learning.
· Bartram, P. (2013, July-August). 8 ways to … improve working capitalLinks to an external site. . Financial Management , 42.
· Moy, R. (2014, January 15). Short-term financing Links to an external site. [Video]. YouTube. https://www.youtube.com/watch?v=SkU6L-pdPIg
The Cash Conversion Cycle
The cash conversion cycle (CCC) is a measure that managers take into account to determine how long it would take to acquire cash from their investments and sales. The CCC may also be called the net operating cycle or just the cash cycle. Through these resources, you will explore the calculations and formulas involved in the cash conversion cycle.
· AccountingTools. (2021, April 17). Inventory conversion period definition Links to an external site. . http://www.accountingtools.com/questions-and-answers/what-is-the-inventory-conversion-period.html
· AccountingTools. (2021, April 11). Collection period definition Links to an external site. . https://www.accountingtools.com/articles/collection-period
· AccountingTools. (2021, April 10). Accounts payable days formula Links to an external site. . https://www.accountingtools.com/articles/days-payable-outstanding
· Good Calculators. (2021). Cash conversion cycle calculator Links to an external site. . https://goodcalculators.com/cash-conversion-cycle-calculator/
· The Motley Fool. (2016, November 15). Foolish fundamentals: Cash conversion cycle—retail Links to an external site. . http://www.fool.com/investing/value/2006/09/12/foolish-fundamentals-cash-conversion-cycle–retail.aspx
Projected Growth Requirements
Through these resources, you will explore the topic of forecasting. As part of the quarterly and annual reports provided to shareholders, companies need to develop projections for their revenue and growth. These estimated earnings are not only useful to shareholders and stock analysts, but they can also be a helpful tool for managers to use when making decisions within the organization.
· Brigham E. F., & Houston, J. F. (2022). Financial planning and forecasting. In Fundamentals of financial management (16th ed., pp. 598–616). Cengage Learning.
· Cundiff, K. (2019, March 25). Additional funds needed (AFN) Links to an external site. [Video]. YouTube. https://www.youtube.com/watch?v=kwM1Y2uHgeI
Cross Rates Between Currencies
When operating in a multinational organization, managers may need to determine the cross rate between currencies of different countries and regions. This rate represents a comparison of two currencies while using a third currency (often a major currency) as the main reference point for comparison. Using these resources, you will explore cross rates between countries.
· Brigham E. F., & Houston, J. F. (2022). Multinational financial management. In Fundamentals of financial management (16th ed., pp. 625–656). Cengage Learning.
· Javidan, M., Teagarden, M., & Bowen, D. (2010, April 1). Managing yourself: Making it overseas . Harvard Business Review, 88 (4), 109–113.
Important Documents for The Week
· Document: Module 3 Assignment Part 1 Template (Excel spreadsheet) Download Module 3 Assignment Part 1 Template (Excel spreadsheet)
· Document: Module 3 Assignment Part 2 Template (Word document
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Week 5 Learning Resources
Managerial Finance
Financial Statements and Reports
Although some publicly traded companies provide access to their annual reports on their websites, all public companies must file their audited financial reports with the Securities and Exchange Commission (SEC). This is done so through a 10K report, which is the legal and official report from which the company’s financial data is to be obtained. Using these resources, you will examine the role of financial statements for publicly traded corporations, as well as how to examine a 10K report.
· Brigham E. F., & Houston, J. F. (2022). Financial statements, cash flow, and taxes. In Fundamentals of financial management (16th ed., pp. 64–106). Cengage Learning.
· Securities and Exchange Commission. (2011, September). Investor bulletin: How to read a 10-K Download Investor bulletin: How to read a 10-K . https://www.sec.gov/files/reada10k.pdf
Measures That Illustrate Financial Health
When trying to determine a company’s financial standing, a common practice is to explore its industry and compare its financial performance to the industry averages. There are many aspects that can be used as a comparison, which can be useful for stakeholders to understand. By having a better understanding of a company’s financial health, managers become better decision makers and help drive their organization toward success. Through these resources, you will examine how financial statements can reveal the state of an organization’s financial health.
· Brigham E. F., & Houston, J. F. (2022). Analysis of financial statements. In Fundamentals of financial management (16th ed., pp. 108–128). Cengage Learning.
· 365 Careers. (2020, July 17). Dupont analysis explained Links to an external site. [Video]. YouTube. https://www.youtube.com/watch?v=hHuItcTJJcs
· IBISWorld. (2016, November 6). Financial ratios – IBISWorld industry product Links to an external site. [Video]. YouTube. https://www.youtube.com/watch?v=6-JlnqWlyoU
· FinanceWalk [Avadhut Nigudkar]. (2014, January 24). Ratio analysis, financial ratio analysis in Excel Links to an external site. [Video]. YouTube. https://www.youtube.com/watch?v=WH1afIA6sEk
· Learn to Invest. (2018, November 23). ROE DuPont analysis: How to use the DuPont equation to analyze a stock: DuPont decomposition Links to an external site. [Video]. YouTube. https://www.youtube.com/watch?v=qRBHfpyTDU8
Important Documents for The Week
· Document: Module 2 Assignment Part 1 Template (Excel spreadsheet) Download Module 2 Assignment Part 1 Template (Excel spreadsheet)
· Document: Module 2 Assignment Part 2 Template (Word document)
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1
Week 6 Discussion – Managerial Finance
Lakenya Campbell
Walden University
Dr. Ed
MBAX 6070
December 31st, 2025
Qualitative Assessment of Financial Performance
When assessing the privately owned distribution company of technology mentioned earlier, the qualitative aspect regarding the customer base concentration, which is one of the primary questions raised by Brigham and Houston (2022), is of the utmost importance. Although the company has upheld a high working capital discipline, a big part of its revenues was subject to a few large retail contracts. According to Brigham and Houston (2022), when a company has a large customer base, its financial health will be directly associated with the stability of the customer base. In the case of this distributor, loss of a single big contract would not just stop revenue but could also leave the firm with stocked inventory that was specifically brought in to meet the unique demands of the client. The above qualitative risk points out that despite the high profitability on paper, the absence of customer diversification in the company leads to the creation of a very delicate ecosystem where an external shock to the business of a client becomes an internal crisis of the distributor.
Impact on Financial Ratios
Liquidity and activity ratios are directly affected by this customer concentration. In particular, Days Sales Outstanding (DSO) and Cash Conversion Cycle (Kiymaz et al., 2024) are extremely sensitive to the payment patterns of this small number of large clients. In case of a cash flow crunch and delay on the part of a dominant customer, the distributor's DSO would skyrocket and strangle the cash buffer. In addition, the current ratio may be misleadingly good because of the high accounts receivable, but the nature of the assets would be affected if the main debtor becomes insolvent. Since the ratio analysis is most effective when it leads to performance insights, Biedron (2021) states that the qualitative risk of customer reliance here cautions managers that a high current ratio does not imply that there is liquidity in the real sense, as long as the receivables are not diversified. As a result, the mismatch of maturity mentioned above due to short-term debt to be used to expand the warehouse is even more risky, as the cash flow on which the underwriting bases its operations relies on a small, unstable group of customers.
References
Biedron, R. (2021, July 13). Ratio analysis of financial statements: Analyse to drive better performance. Planergy. https://planergy.com/blog/ratio-analysis-of-financial-statements/
Brigham, E. F., & Houston, J. F. (2022). Analysis of financial statements. In Fundamentals of financial management (16th ed., pp. 128–150). Cengage Learning.
Kiymaz, H., Haque, S., & Choudhury, A. A. (2024). Working capital management and firm performance: A comparative analysis of developed and emerging economies. Borsa Istanbul Review, 24(3), 634-642. https://doi.org/10.1016/j.bir.2024.03.004
Evidence-Based Practice Discussion
What are the three components of evidence-based practice (EBP)? Why is each component important from a health promotion standpoint? Do you feel any components should be weighted more heavily than others? Why or why not?
Have you ever witnessed a time when EBP was not used and should have been? What could have been done differently?
Requirements:
1 200 minimum word initial post due by Friday (11:59pm AZ time)
1 100 minimum word response post to a peer due by Sunday (11:59pm AZ time)
2 scholarly (peer-reviewed) references (1 for initial post, 1 for response post)
