Course Title

Finance & Risk Management Co-Op

Collaboration Overview

CapSource Co-Ops pair talented students with top companies to perform short-term projects to help students gain experience and help companies gain fresh insights!
We are looking for a company in the Washington DC area to host a talented and experienced MBA student! The student will work individually on a 3-week project related to Financial Reporting & Risk Management. CapSource will help design the project so that it is beneficial for both the student and the host company!

Interested companies can express interest below!

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Engagement Format: Capstone

Small Team Consulting Project - Students work in consulting teams of 3-5 directly with faculty and client liaisons on developing real solutions to real-world challenges.

Timeline & Next Steps

  • December 30, 2019

    Collaboration request published. Companies may express interest in participating.

  • December 30, 2019

    School faculty will begin interviewing interested companies and discuss project ideas.

  • January 24, 2020

    Final date for companies to express interest in participating.

  • February 10, 2020

    Student and project champion finalize project charter, legal documents, and background materials.

  • February 24, 2020

    OFFICIAL PROJECT LAUNCH: We’ll find a time on this day to kickoff the project (hopefully in-person)

  • March 13, 2020

    OFFICIAL PROJECT END: We’ll find time on this day for the student to present their final deliverable (hopefully in-person)

Project Inspiration

Project templates by topic that might inspire you…

Account Management

Process Overview / Mapping
Software Suite Recommendations
Process Optimization

Corporate Social Responsibility

Strategy Development
Requirements Planning
Evaluation and Recommendations

Customer Service

New Business Opportunity Assessment
New Product/Service Development
Customer Discovery/Interviewing

Data Management

Data Scrubbing & Reorganization
Data Synthesis & Visualization
KPI Design Visualization

Growth Strategy

Business Opportunity Research
Prospecting New Relationships
Designing & Scaling Processes


Branding Strategy/Redesign
Social Media Optimization
User/Customer Acquisition Strategy Development & Testing

Mergers & Acquisitions

Prospecting Acquirer Targets
Establishing & Validating Valuations
Researching Potential Acquisitions


Process Design Review
Scalability Assessment
Inter-Departmental Efficiency Assessment

Org Culture, D&I

Diversity Assessments
Inclusion Protocols
Training & Development

PR & Communications

PR Strategy Consulting
Communications Planning
Messaging & Tone Advancement

Product Design & Development

User Testing/Interviewing
Requirements Planning
Product Development/Extension

Purchasing, Logistics, Supply Chain

Sourcing & Distribution Analysis
Inventory Management
Distribution Optimization

Quality Control

Process Mapping & Checking
Document Validity Verification
Data and Fact Checking

Reporting, Financial Planning & Analysis

Growth Analysis
Valuations Assessment
Financial Performance Analysis​

Research & Development

Competition Due Diligence
Industry Size Assessment
Partnership & Channel Mapping

Sales & Business Development

New Business Opportunity Assessment
Market Testing
Customer Discovery/Interviewing

Software Design & Development

MVP Design & User Testing
Systems Integration
Technology Roadmap Planning

Talent Management

Talent Competency Mapping
Training & Development Curriculum Design
Talent Satisfaction Assessments

Academic Mentors

There are currently no supervisors assigned.

Academic Program Details

CourseFinance & Risk Management Co-Op
Graduate / UndergraduateN/A
Students EnrolledN/A
Student Time Commitment1-3 Hours
Class Meeting Day & Time*N/A

*Note: Company, faculty, and students will finalize meeting and communication schedule after collaboration is finalized

Collaboration Requirements

Requested Industries
Accounting & Legal
Requested Company Size
  • Pre-Revenue Startup
Duration3 weeks (02/24/2020 - 03/13/2020)
Company Time Commitment2 Hours per week of mentoring, answering key questions, and providing access to helpful resources
Project Count1


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