CaseKey teaching notesCase Topic: Staffing Characters: Barbara, the controller of Atex, Inc., a small manufacturing company Sam, the controller of Smith, Inc., a small manufacturing company Barbara is a controller of Atex, Inc., a small regional manufacturing company. During her four years of employment at Atex, she has worked her way up through the…
CaseKey teaching notesCase Topic: Institutions and Markets (Loan Covenants) Characters: Sara, A branch manager at a large commercial bank As a young branch manager at a relatively small retail office within a large bank holding company, Sara has been challenged by her superiors to increase loan and deposit volume within her local banking market.…
CaseKey teaching notesCase Topic: Internal Control (Segregation of Duties) Characters: John, Manager of Theatre Franchise; William, Assistant Manager of Theatre Diana, Staff Accountant of Franchise Jodi, Ticket seller and cashier Bob, Doorman Diana is a college graduate with accounting as her major and is planning to take the CPA exam. She recently accepted the…
CaseKey teaching notesCase Topic: Violations of Internal Control Characters: William Dalton, President of Dalton Enterprises, Inc.; Chauncy Dalton, VP of Finance and future President; Tim Johnson, In-charge CPA George Smerlas, Controller Tim Johnson, CPA, is the senior in-charge on an audit of a medium sized ($20M in assets) client, Dalton Enterprises, Inc. This client…
CaseKey teaching notesCase Topic: Violations of Internal Control Characters: Chris, New Distribution Supervisor at a large candy manufacturer Bob, Inventory Control Manager, Chris’ s immediate boss Chris has been recently hired as the Distribution Supervisor for an international candy company. The plant is in a rural area and is about to begin a major…
CaseKey teaching notesCase Topic: Obligations to Shareholders (investment banking) Characters: Henrietta Bluefish, investment banker at Tremper and Co. Henrietta Bluefish has been an investment banker with Tremper and Co. for four years. Since Henrietta had an undergraduate degree in biomechanical engineering and an M.B.A, degree, she was the ideal candidate to assist medal supplies…
CaseKey teaching notesCase Topic: Leadership (Communication, Power, Motivation) Characters: Bob, Managing Partner Jerry, Partner; Leandra, Stacy’s Supervisor Stacy, Junior Accountant The Psychologist Stacy is a recently hired employee of a growing local CPA firm. The partners of this firm have high expectations for Stacy, mainly because he scored near the top of his graduating…