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FI 360 Financial Management
Lampton, Jolene A.


Mission Statement: The mission of Park University, an entrepreneurial institution of learning, is to provide access to academic excellence, which will prepare learners to think critically, communicate effectively and engage in lifelong learning while serving a global community.

Vision Statement: Park University will be a renowned international leader in providing innovative educational opportunities for learners within the global society.

Course

FI 360 Financial Management

Semester

S1A 2009 BE

Faculty

Lampton, Jolene A.

Title

Assistant Professor of Management and Accounting

Degrees/Certificates

Ph.D. in Higher Education
CPA, MBA (with specialization in finance)

Office Location

Austin Campus

Office Hours

Tuesday and Thursday 3 - 5 p.m. or upon request

Daytime Phone

512-385-7275 (office)

Other Phone

512-338-8155 (home)

E-Mail

Jolene.Lampton@park.edu

jlampton@att.net

Semester Dates

January 12 - March 8, 2009

Class Days

--T-R--

Class Time

5:10 - 7:50 PM

Prerequisites

AC201 and AC202

Credit Hours

3


Textbook:

Foundations of Financial Management by Stanley B. Block, Geoffrey A. Hirt, and Bartley R. Danielsen, 13th edition
Published by McGraw-Hill Irwin.

Textbooks can be purchased through the MBS bookstore

Additional Resources:
Wall Street Journal and other business publications

McAfee Memorial Library - Online information, links, electronic databases and the Online catalog. Contact the library for further assistance via email or at 800-270-4347.
Career Counseling - The Career Development Center (CDC) provides services for all stages of career development.  The mission of the CDC is to provide the career planning tools to ensure a lifetime of career success.
Park Helpdesk - If you have forgotten your OPEN ID or Password, or need assistance with your PirateMail account, please email helpdesk@park.edu or call 800-927-3024
Resources for Current Students - A great place to look for all kinds of information http://www.park.edu/Current/.


Course Description:
FI360 Financial Management: The role of financial management through the development of a framework appropriate for financial decision making. Emphasis on obtaining and effectively utilizing the funds necessary for the operation of an enterprise. Elements of financial planning, capital budgeting, and consideration of alternative sources of funds. Prerequisites: AC201 and AC202 3:0:3

Educational Philosophy:
Instructor will pour herself into teaching the course; but does expect students to do their part.  Students should read the chapters, do the exercises and cases, prepare for tests, and do required research and supplemental reading.  Together, instructor and students can make a positive environment and relationship for the study of Financial Management.   The course is designed to be  research-intensive with focus on the financial world.  Students will read extensively, write, solve problems, conduct research on a variety of topics, display resourcefulness and innovation as they explore and learn about finance.  Students are encouraged to contact the instructor whenever they need additional help to fulfill the course requirements.

Learning Outcomes:
  Core Learning Outcomes

  1. Describe the financial goals of the firm.
  2. Demonstrate an understanding of the principles that form the foundation of financial management.
  3. Evaluate financial statements including critical financial ratios.
  4. Calculate interest, rate, present value, and term of financial instruments.
  5. Determine values for stocks and bonds.
  6. Perform capital budgeting using more than one method.


Core Assessment:

The final exam for FI 360 will be the assessment tool used for this course. The exam will be comprehensive and the grade used to determine competency levels achieved by the students. The exam will be closed book and closed notes. The exam consists of multiple choice questions covering the chapter readings in the course and problems that examine the critical thinking, effective communication skills and technical skills of the student. Partial credit will be given for the problems.


Class Assessment:
Examinations, presentations, homework, articles, research, interaction and participation in class.

Grading:

10 Articles on financial topics     @10 points each = 100 points
5 Homework problems              @ 20 points each = 100 points
2 Tests                                      @100 points each = 200 points
Final Exam                                 @ 300 points       = 300 points
Financial Analysis of Company @ 300 points         = 300 points
 
Total Points                                                              1,000 points
 
A - 90%; B - 80%; C - 70%; D - 60%.

The course grade for students will be based on the overall average of homework and tests taken during the course in accordance with the weighting of the various requirements as stated in the syllabus.

All final exams in all School of Business and Management courses will be comprehensive and will be closed book and closed notes. They will constitute 30% of the total course grade and will not be a take-home exam. They will be completed during the test week in the period designated by the registrar or by the Proctor in the case online courses. If calculators are allowed, they will not be multifunctional electronic devices that include features such as: phones, cameras, instant messaging, pagers, and so forth. Electronic Computers will not be allowed on final exams unless an exception is made by the Dean of the School of Business and Management.

Late Submission of Course Materials:
Upon permission of instructor.

Classroom Rules of Conduct:

Professional behavior expected.

Course Topic/Dates/Assignments:

#1 Chapter 1 The Goals and Functions of Financial Management
       Article
       Terms
      Web Exercise
      
#2 Chapter 2 Review of Accounting
     Article
     Terms
     Problems 1, 2, 8, 15, 20, 27
    
#3 Research Night
 
#4 Chapter 3 Financial Analysis
     Article    
     Terms
     Problems 1, 2, 20, 25
    
#5 Test I (Chapter 1 - 3)
     Research Night
 
#6 Chapter 4 Financial Forecasting
       Article
       Terms
      Problems 1, 4, 7, 13, 16, 22
    
#7 Chapter 5 Operating and Fiancial Leverage
     Article
     Terms
     Problems 1, 3, 10, 24
 
#8 Research Night
 
#9 Chapter 6 Working Capital and the Financing Decision
     Article
     Terms
     Problems 2, 11
     Web Exercise
 
#10 Test II Chaptrers 4 - 6
       Research Night
 
#11 Chapter 7 Current Asset Management
      Article
      Terms
      Problems 1, 7, 8, Comprehensive Problem
 
#12 Chapter 9 The Time Value of Money
      Article
      Problems 1, 4, 8, 10, 15, 23
 
#13  Research Night
 
#14 Chapter 12 The Capital Budgeting Decision
      Article
      Terms
      Problems 1, 2, 13, 29
 
#15 Presentations of Financial Analyzations of Corporations
 
#16 Final Exam
 
 
ARTICLES
 
Students should exhibit reading of business and financial publications and journals.  The Resource Room is a great source for many publications.  The Wall Street Journal is  available each day.  Also available are publications such as Business Week, Forbes, Harvard Business Review, Fortune, etc.  Students should read an article of their choice for each day and be prepared to discuss the article with a 5-minute talk about topics presented in the article.  This will be an expectation for 10 evenings and will be evaluated on the preparedness you exhibit, your knowledge of business and finance, and your interactivity in the class.  Pesentation is limited to 5 minutes.  10 Articles @10 points each = 100 points.
 
 FINANCIAL ANALYSIS OF CORPORATION
 
Select a company to analyze financially.  This project will take planning in that an annual report for the recent fiscal year must be obtained (this requires communication with the company's headquarters). 
 
The project should cover the following:
 
History of company
Line of busines
Fianncial Analysis (minimum of 7 ratios with explanation and dcommentary); use Chapter 3 Financial Analysis section of text.  Select relevant ratios.
Result of financial activity and trends
Environmental scan for the future
Articles published about the company
 
The project should be 10 - 12 pages, double spaced with sufficient narrative to explain/suport conclusions and a cite page in APA format.
 
Oral presentation of report.
Prepare audio visuals for class presentation.  Presentation will be as if student is presenting to the board of directors or a group of investors.  Time:  10 minutes.
 
This Financial Analysis project counts 300 points and will culminate in a report due the 15th class meeting. Work on thei project should commence early in the rem with consultation as needed obtained on the 3 Research Nights of the term.  Students should exemplify resourcefulness, financial knowledge and accuracy, and innovative in this comprehensive financial analysis.  300 total points.
 

Academic Honesty:
Academic integrity is the foundation of the academic community. Because each student has the primary responsibility for being academically honest, students are advised to read and understand all sections of this policy relating to standards of conduct and academic life.   Park University 2008-2009 Undergraduate Catalog Page 87

Plagiarism:
Plagiarism involves the use of quotations without quotation marks, the use of quotations without indication of the source, the use of another's idea without acknowledging the source, the submission of a paper, laboratory report, project, or class assignment (any portion of such) prepared by another person, or incorrect paraphrasing. Park University 2008-2009 Undergraduate Catalog Page 87

Attendance Policy:
Instructors are required to maintain attendance records and to report absences via the online attendance reporting system.

  1. The instructor may excuse absences for valid reasons, but missed work must be made up within the semester/term of enrollment.
  2. Work missed through unexcused absences must also be made up within the semester/term of enrollment, but unexcused absences may carry further penalties.
  3. In the event of two consecutive weeks of unexcused absences in a semester/term of enrollment, the student will be administratively withdrawn, resulting in a grade of "F".
  4. A "Contract for Incomplete" will not be issued to a student who has unexcused or excessive absences recorded for a course.
  5. Students receiving Military Tuition Assistance or Veterans Administration educational benefits must not exceed three unexcused absences in the semester/term of enrollment. Excessive absences will be reported to the appropriate agency and may result in a monetary penalty to the student.
  6. Report of a "F" grade (attendance or academic) resulting from excessive absence for those students who are receiving financial assistance from agencies not mentioned in item 5 above will be reported to the appropriate agency.

Park University 2008-2009 Undergraduate Catalog Page 89-90

Disability Guidelines:
Park University is committed to meeting the needs of all students that meet the criteria for special assistance. These guidelines are designed to supply directions to students concerning the information necessary to accomplish this goal. It is Park University's policy to comply fully with federal and state law, including Section 504 of the Rehabilitation Act of 1973 and the Americans with Disabilities Act of 1990, regarding students with disabilities. In the case of any inconsistency between these guidelines and federal and/or state law, the provisions of the law will apply. Additional information concerning Park University's policies and procedures related to disability can be found on the Park University web page: http://www.park.edu/disability .

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Last Updated:11/14/2008 12:59:38 PM