Balance Sheet

  • Submitted By: Michael Moore, University of Pennsylvania
  • Subject(s): Accounting, Management, Personal Finance
  • Grade Level(s): 9, 10, 11, 12
Overview:

This lesson focuses primarily on the balance sheet. Students will learn the definition of a balance sheet (and its component parts). Students will learn to read and decode an actual balance sheet from a 10-K filing. Finally, students will use balance sheets to reason about the well being of individual companies.

NBEA Standard(s):
  • Personal Finance, I. Personal Decision Making
  • Accounting, II. Financial Reports
  • Management, II. Management Theories
  • Accounting, III. Financial Analysis
  • Accounting, VI. Interpretation and Use of Data
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