Charlotte Evening MBA Class: Pre-Work Assignments & Textbooks 

Orientation Pre-Work Case Study

In order to prepare you for MBA-level case study analysis, there will be a ‘mock’ case discussion during Orientation. This case can be accessed here (must be logged into wfu account to access).

Expectations: Be ready to discuss this case in-depth by thoroughly reading the case, taking notes, and conducting relevant quantitative analysis (i.e., read the appendix); most importantly, have a firm opinion. As in real life, a decision-maker will not have complete information and must make assumptions. You will not be graded on this assignment and nothing will be submitted, but you will be expected to participate (there will be “cold calls”).

Pre-Work Assignments

The Wake Forest University Charlotte Evening MBA faculty may require preparatory coursework to be completed prior to the first day of class. If so, you will either receive an email from Matt Ganderson or Jenna Martin, or receive that information at Orientation.

Leadership & Character Assessment (required)

The Leadership & Character Assessment is designed to enhyance your self-awareness by providing the opportunity to reflect on various leadership beahviors and character strengths. The feedback report you will be provided will contain information on how you assess yourself on leader skills and strengths, and also provides normative averages to compare with others. You will receive an email about 3 weeks prior to orientation with more information and instructions to proceed. For questions, contact Jenna Martin at

Quantitative Methods (highly recommended)

“Quantitative Business Methods is a challenging course. To get a jump start on your preparation, I strongly encourage all students, especially those with weak math backgrounds, to complete the HBS Quantitative Methods Online Course. The HBS course is a fun, self-paced way to learn the fundamental skills you’ll need to be successful in quant. Depending on your background, plan to spend 20 to 50 hours to complete the course. Putting the time in before class starts will pay huge dividends in time (and frustration) later on.” Derrick Boone, Quantitative Methods Professor

The Quantitative Methods course is an online, self-paced course that serves as an introduction to using statistical methods to solve business problems. The course teaches statistics from the management perspective and places special emphasis on developing the skills and instincts needed to make good decisions and become a more effective manager. The course includes pre- and post-assessments. Estimated time to completion is 20 to 50 hours, depending on the student’s experience with the material. The cost is $75, which gives you access to the website for 1 year so you can review as needed. Please contact Jillian Stubbs for questions at

Click here to create a user name and password to get started.

Financial Accounting (highly recommended)

The Financial Accounting course is an online, self-paced course that will provide an overview of the business transactions and reports used in financial accounting. Estimated time of completion is 20 hours. The cost is only $45, which gives you access to the website for 1 year so you can review as needed. Please contact Jillian Stubbs for questions at

Click here to create a user name and password to get started.

Management Communications Online Course (recommended, as needed)

The Management Communications Online Course provides students with the skills and guided practice necessary to master fundamental concepts in business communication. The course is organized into three core topics of planning, writing, and presenting. A special emphasis is placed on influencing action in the workplace by leading more effectively through well-organized and successfully-executed business communication strategies. Seat time is between 18-22 hours. The cost is $55, which gives you access to the website for 1 year to use as needed. Please contact Jillian Stubbs for questions at

Click here for more information and to create an account and register.

LASSI (Learning and Study Strategies Inventory) Assessment (highly recommended)

The Wake Forest University Charlotte Saturday MBA Administration has recently implemented The LASSI (Learning and Study Strategies Inventory) assessment as a way to better assist students in the MBA program.

We strongly recommend that you take this assessment because it gives both you and administration an idea of where you may need assistance during your two years in the program. This is an assessment designed to help you become more aware of areas you could grow in academically, which will help ease the transition of entering your MBA experience.

When you are ready to take this assessment, or if you would like more information, please contact Jenna Martin at

To access the WFU Academic and Study Skills google site, please click here.

New Student Agreements & Tasks – COMING SOON

Excel Tutorial

Excel will be used extensively in Quantitative Business Methods and other courses. Please review the following learning collection, Excel for Students on LinkedIn Learning.  This learning collection was developed specifically for the Wake Forest MBA programs. Students can log into LinkedIn Learning using their WFU credentials to gain access to this learning collection and TONs of other free training.


All textbooks are required and included with your tuition. Books for your first two courses will be provided at Orientation.

Academic Calendar

The most current academic calendar is available online on the Academic Services page. Your class-by-class schedule for the fall semester will be shared in early August.


Jenna Martin, Program Coordinator, Student & Career Services, (980) 224-9280 or

Matt Ganderson, Sr. Associate Director, Charlotte Integrative Student Services, (704) 365-0278 or