Index

Matthew W. Ragas (DePaul University, USA)
Ron Culp (DePaul University, USA)

Business Acumen for Strategic Communicators

ISBN: 978-1-83797-085-8, eISBN: 978-1-83797-082-7

Publication date: 10 September 2024

This content is currently only available as a PDF

Citation

Ragas, M.W. and Culp, R. (2024), "Index", Business Acumen for Strategic Communicators, Emerald Publishing Limited, Leeds, pp. 275-279. https://doi.org/10.1108/978-1-83797-082-720241028

Publisher

:

Emerald Publishing Limited

Copyright © 2024 Matthew W. Ragas and Ron Culp. Published under exclusive licence by Emerald Publishing Limited


INDEX

Absolute basis
, 108

Accountability
, 100

Accounting
, 106

Accounts payable
, 69

Accounts receivable
, 69

American Advertising Federation (AAF)
, 179

American Management Systems (AMS)
, 181

Annual filings
, 72

Annual letter
, 88–89, 94–95, 101

Annual message
, 94–95

Annual report
, 89, 93, 95, 99–101, 106–107

exercise
, 100–103

Asian American and Native American Pacific Islander-serving institutions (AANAPISIs)
, 47

Ask
, 78–79

Assets
, 66

Balance sheet
, 53–54, 65–67, 71–73, 113–114

exercise
, 66, 69, 72, 75

BBB Wise Giving Alliance
, 71

Bearish case
, 82, 116–117, 121–122

Big Board, The
, 77

Black, Indigenous, and people of color (BIPOC)
, 36

Black Lives Matter (BLM)
, 135

Board of directors
, 87, 93, 95, 154, 159, 165

Board of governors
, 93, 162

Board of regents
, 93

Board of trustees
, 93, 162

Board of visitors
, 93

Bondholders
, 113

Bonus
, 168

Book value (see Shareholders––equity)

Bottom-line
, 116

Bullish case
, 82, 116, 121–122

Business acumen
, 3–4, 27–28, 177, 179

continuing and professional education
, 23–24

findings
, 13–20

limitations and future research
, 24–25

literature review
, 4–10

method
, 10–13

organizing and advancing body of knowledge
, 21–22

presumed benefits
, 20

professional, organizational, and societal benefits
, 9–10

in public relations context
, 7–9

public relations education and curriculum
, 22–23

and public relations leadership
, 5–7

ways to build
, 181–186

Business executives
, 78

Business literacy
, 5, 22–23, 28

and DEI
, 33–34, 47–48

expert panel
, 35–36

in importance to profession
, 29–30

leadership training and development
, 48–49

limitations and future research
, 49–50

literature review
, 29–34

method
, 34–37

procedure
, 36–37

results
, 37–45

teaching business literacy to future leaders
, 45–47

training and development
, 30–31, 33

Business management skills
, 4

Business savvy communicators
, 18

Business strategy advisor
, 109

Business/economics competence
, 5

Businesswire
, 114

C-suite
, 88, 120–121, 127, 152–154, 159, 162, 166, 180

Calendar year
, 105

Capital markets
, 77–78

Capitalism
, 127

Carbon emissions
, 102

Career stages
, 179–180

Cash and cash equivalents
, 67

Cash flow statement
, 53–54, 65–66

Cause IQ
, 60, 72, 160

Central register
, 99–100

Chair of the board
, 162

Charitable organizations
, 93, 98–100

Charities
, 93

Charity Navigator
, 60, 71–72, 160

CharityWatch
, 71

Chief communications officer (CCO)
, 3, 28, 153–154, 162, 168

Chief corporate affairs officer (CCAO)
, 153–154, 168

Chief diversity officer (CDO)
, 136

Chief executive officer (CEO)
, 55, 67, 87, 93, 113, 119, 152–153, 162, 168

exercise
, 88–91

letter
, 87–89, 95, 101, 107

Chief financial officer (CFO)
, 55, 67, 119, 153, 162, 170

Chief marketing officers (CMOs)
, 39, 153–154, 162, 168

Civil Rights Act of 1964
, 143

Climate change
, 102

Commission on Public Relations Education (CPRE)
, 5, 29

Communication
, 27–28

knowledge management
, 30

practitioners
, 3

professionals
, 3–4, 27, 78, 94

team
, 103

Corporate communication
, 106

leaders
, 28

teams
, 54, 66, 87–88, 120, 128

Corporate finance
, 79

Corporate giving
, 128

Corporate governance
, 152–153, 159, 166–167

Corporate social advocacy (CSA)
, 132

Corporate social responsibility (CSR)
, 100, 127, 129, 136–137, 144

reporting
, 127–128

Corporate transparency
, 100

Corporate website
, 152

Corporations
, 93

COVID-19 pandemic
, 135

Current assets
, 67

Current liabilities
, 67–68

Customer success stories
, 102–103

Definitive proxy statement
, 166

Deliberate practice
, 175

Delphi consensus
, 35

Delphi method
, 34–35

Delphi panel technique
, 4, 10

expert panel
, 11–12

procedure
, 12–13

DiversifiedSearch
, 178–179

Diversity, equity, and inclusion (DEI)
, 33–34, 44, 47–48, 100, 102, 128, 135, 137, 143–145

Diversity and inclusion (D&I)
, 135

Dow 30
, 66, 88, 106

Earnings
, 113, 124

Earnings call
, 115, 120–121

Earnings guidance
, 115, 121

Earnings per share (EPS)
, 56–57, 80

Earnings release
, 55, 67, 78, 113–115, 121

Earnings reports
, 65–66, 77–78

Earnings transcript
, 120

EEO-1 Component 1 report
, 143, 145

EEO-1 report
, 136–137, 148

Electronic Data Gathering, Analysis, and Retrieval (EDGAR)
, 39, 53, 65, 99, 105, 166

Employee resource groups (ERGs)
, 44

Employee volunteering
, 127–128

Enterprise value
, 79

Environmental, social, and governance (ESG)
, 44–45, 100, 127, 136–137, 144, 177

metrics
, 127–128

ratings
, 129

reporting standards
, 129

Equal Employment Opportunity Commission (EEOC)
, 136, 143

Ethical orientation
, 30

Ethics policies
, 154

EURONEXT (Europe)
, 77

European Union (EU)
, 99–100

Exchange traded fund (ETF)
, 184–185

Exec comp (see Executive compensation)

Executive communication
, 87–88, 94

Executive compensation
, 154–155, 170

Executive director
, 93

Executive director letter
, 93–94

exercise
, 94–98

Executive officers
, 168

Expense categories
, 62

Expert panel
, 11–12, 35–36

Expertise in social media
, 5

External assurance
, 131

FactSet CallStreet
, 120

Federal agency
, 143

Federal contractor designation
, 145

52-week range
, 79

Finance
, 106

Financial performance-related metrics
, 90, 101–102

Financial statements
, 53, 65, 78, 99, 108–109, 113–114

Financial valuation essentials
, 77–78

exercise
, 78–81

Fiscal year
, 105

5-point Likert-like scale
, 37

Form 10-K
, 106–107

report
, 99, 101

Form 990
, 60–61, 71, 73, 93–94, 99–100, 160–161

Form DEF 14A
, 165–166

Form10-Q
, 105, 107

Forward-looking statements
, 116, 122

Frontline employee
, 138

Fund balances
, 74–75

GlobeNewswire
, 114

Governance
, 154, 159

Guidance
, 115

GuideStar
, 71

Hispanic-serving institutions (HSIs)
, 47

Historically Black colleges and universities (HBCUs)
, 47

HongKongStock Exchange
, 77

Human capital
, 102

Human resources (HR)
, 145

Identity
, 138–139

Images
, 87–88

Impact
, 128, 136

Impact reports
, 100

Income statement
, 53–55, 59–60, 65–66, 78, 113–114

exercise
, 54, 57, 60, 63

Independent directors
, 162, 167

Infographics
, 87–88

Institute for Public Relations (IPR)
, 35–36, 179

Institutional investors
, 106, 127, 143–144

Internal Revenue Service (IRS)
, 59, 71, 93–94, 99–100, 160

International Association of Business Communicators (IABC)
, 179

Intersectionality
, 138–139

Investment analysts
, 78

Investment professionals
, 78

Investment research firms
, 105

Investor relations (IR) (see also Public relations (PR))
, 54, 66, 88, 106, 113, 120

Investors
, 113, 119

Japan Stock Exchange (Japan)
, 77

Key organizational accomplishments and/or milestones
, 95–96

Knowledge, skills, and abilities (KSAs)
, 5–6

Ladder up
, 117, 123

Leadership training and development
, 48–49

Legal
, 106

Legal proceedings
, 108

Lesbian, gay, bisexual, transgender, queer plus (LGBTQ+)
, 169–170

Letter to shareholders
, 87, 89, 107

Liabilities
, 66–68

Lifelong learning and mindset of champions
, 186–187

Liquidity position of company
, 68

London Stock Exchange (UK)
, 77

Management Discussion & Analysis (MD&A)
, 108

Management proposals
, 168–169

Mandatory disclosures of financial statements
, 72

Market cap (see Market capitalization)

Market capitalization
, 79–80

Marketable securities
, 67

Master’s in Business Administration (MBA)
, 42, 179–180

Material information
, 151

Merger or acquisition announcement
, 120

Message from leadership
, 94

Mid-career professionals and rising leaders
, 180

Money managers
, 78

National Association of Securities Dealers Automated Quotations (NASDAQ)
, 77, 88, 169–170

NASDAQ 100
, 66, 106

National Investor Relations Institute (NIRI)
, 183

National Stock Exchange (India)
, 77

National Student Advertising Competition (NSAC)
, 179

Net cash
, 68

Net income
, 56

net income/profits
, 101–102

Net profit margin
, 56

Net worth
, 66–67, 73

New graduates and young professionals
, 179–180

New York Stock Exchange (NYSE)
, 77, 169–170

News media
, 143–144

Noncurrent assets
, 67

Noncurrent liabilities
, 67–68

Nonprofit organization (NPO)
, 59–61, 73, 93, 99–100, 159

Nonprofits
, 93

Nonwhite executives
, 146

Operating expenses
, 55–56

Operating income
, 56

Operating profit margin
, 56

Oracle of Delphi
, 10, 34–35

Organization’s leadership
, 96

Organizational benefits
, 19

Organizational governance
, 152–153, 159, 161, 166–167

Organizational leadership
, 152

Organizational performance metrics
, 96

Page
, 35–36

Page Center for Integrity in Public Communications
, 35–36

Pay equity
, 139

Pay-versus-performance
, 170

Peer group
, 78

Philanthropy
, 127–128

Plank Center for Leadership in Public Relations
, 30, 35–36

Planning expertise
, 5

PR Newswire
, 114

President
, 93

Price-to-earnings ratio (P/E ratio)
, 80

Price/earnings-to-growth ratio (PEG ratio)
, 81

Private companies
, 99–101, 151–152, 155

Private sector
, 143

Pro Publica
, 60, 72, 160

Problem solving ability
, 5

Professional benefits
, 19

Profit and loss statement (P&L statement)
, 22, 54–55, 61–63

Proxy
, 165–166

Proxy card
, 165–166

Proxy season
, 165

Proxy statement
, 152–153, 165–167, 169

PRSA Foundation
, 35–36

Public companies
, 78–79, 119–120, 151, 165–166

filings
, 53, 65

Public pension funds
, 143–144

Public relations (PR)
, 3–4, 27

education and curriculum
, 22–23

educators
, 28

leadership
, 5–7

Public Relations Student Society of America (PRSSA)
, 179

Purposeful practice (see Deliberate practice)

Q&A portion of earnings call
, 122

Quarterly conference call
, 119

Quarterly earnings release
, 115, 121

Quarterly earnings report
, 99, 105–106

Quarterly financial statements
, 53–54, 65–66

Registered public accounting firm
, 108–109

Relationship building
, 30

Relative basis
, 108

Reports
, 136

Representation
, 138

Research ability
, 5

Revenue
, 62

less expenses
, 62

revenue/sales
, 101–102

Risk factors
, 107–108

Russell 1000
, 128

S&P 500 index
, 66, 80–81, 88, 106, 128

Science Based Targets (SBTi)
, 129–130

Securities and Exchange Commission (SEC)
, 160

Seeking Alpha
, 120

Self-dynamics
, 30

Senior corporate communications leaders
, 8–9, 31

Senior leaders
, 180

Shanghai Stock Exchange (China)
, 77

Shareholders
, 113, 165–166

equity
, 66, 68–69

letter
, 88

Shares outstanding
, 79–80

Shenzhen Stock Exchange (China)
, 77

Social impact
, 128, 136, 144

Social justice
, 135

Social responsibility
, 128

Socially responsible investing (SRI)
, 143–144

Societal benefits
, 19–20

Stakeholders
, 113, 127–128, 151–152, 159

capitalism
, 127, 144

groups
, 143–144

Stock chart
, 82

Stock exchanges
, 77, 105

Stock indices
, 108

Stock price
, 79, 108

Stock ticker symbol
, 82

Strategic communication students
, 179

Strategic communicator
, 90, 97, 122–123

Strategic decision-making
, 6–7, 30, 177

Strategic management function
, 3–4, 27

Supply chain
, 138

Sustainability
, 102, 128, 136

Sustainable “bottom-line” profits for shareholders
, 127

Sustainable Development Goals (SDGs)
, 128–129

Tax-exempt status
, 71–72, 160

Team collaboration
, 30

10-K annual report
, 106

10-K filing
, 106

10-K wrap
, 106–107

10,000 Hour Rule, The
, 175

Term debt
, 68

Thomson StreetEvents
, 120

Top-line
, 61–62, 115–116

Total assets
, 73–74

Total liabilities
, 67–68, 74

Total net assets
, 74–75

Transparency
, 99–100

Treasury
, 106

“Triple bottom-line” approach
, 127

United Nations (UN)
, 128–129

US nonprofit and charitable organizations
, 93–94

US public companies
, 53, 65–66, 71, 99, 105, 113

US Securities and Exchange Commission (SEC)
, 39, 53, 59–60, 65, 71–72, 99, 105, 151, 165

Valuation
, 78–79

Videos
, 87–88

Whistleblower policy
, 161

White executives
, 146

Woke capitalism
, 128, 132, 144

Writing skills
, 5

Year-over-year (YoY)
, 108

Prelims
Part I Introduction
1 Defining “Business Acumen”: A Delphi Study of Corporate Communication Leaders
2 Developing Business Literacy in the Classroom and the Workplace: A Delphi Study of Corporate Communication Leaders
Part II Financial Statements and Valuation Essentials
3 Income Statement: Public Companies
4 Income Statement: Nonprofit Organizations
5 Balance Sheet: Public Companies
6 Balance Sheet: Nonprofit Organizations
7 Financial Valuation Essentials: Public Companies
Part III The CEO Letter and the Annual Report
8 CEO Letter: Public and Private Companies
9 Executive Director Letter: Nonprofit Organizations
10 Annual Report: Private Companies
11 Annual Report and 10-K Filing: Public Companies
Part IV Quarterly Earnings Reports
12 Quarterly Earnings Release: Public Companies
13 Quarterly Earnings Call: Public Companies
Part V ESG, DEI, and EEO-1 Reports
14 ESG Report: Public and Private Companies
15 DEI Report: Public and Private Companies
16 EEO-1 Report: Public and Private Companies
Part VI Corporate and Organizational Governance Information
17 The C-Suite and the Board Governance Information: Private Companies
18 The C-Suite and the Board Governance Information: Nonprofit Organizations
19 Annual Proxy Statement (DEF 14A Filing): Public Companies
Part VII Leveling Up: Professional Development
20 Business Acumen and Professional Development
Afterword: Business Acumen for Strategic Communicators Pat Ford
Glossary
Appendices
Answer Key to Exercises
References
Index