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FI 360 Financial Management
Lampton, Jolene A.


Mission Statement: Park University provides access to a quality higher education experience that prepares a diverse community of learners to think critically, communicate effectively, demonstrate a global perspective and engage in lifelong learning and service to others.

Vision Statement: Park University, a pioneering institution of higher learning since 1875, will provide leadership in quality, innovative education for a diversity of learners who will excel in their professional and personal service to the global community.

Course

FI 360 Financial Management

Semester

S1A 2013 BE

Faculty

Lampton, Jolene A.

Title

Assistant Professor of Management Accounting

Degrees/Certificates

Ph.D. in Higher Education
MBA and BSE
CPA - licensed in Texas and Missouri

Office Location

Austin campus

Office Hours

Monday/Wednesday 3 - 5 p.m.

Daytime Phone

512-385-7275 Ext. 5711 (Office)

Other Phone

512-338-8155 (Home)

E-Mail

jolene.lampton@park.edu

jlampton@att.net

Semester Dates

January 14, 2013 - March 10, 2013

Class Days

-M-W---

Class Time

8:00 - 10:40 PM

Prerequisites

AC201 and AC202

Credit Hours

3


Textbook:

Loose-Leaf Textbook
Foundations of Financial Management with Time Value of Money, 2011
Authors:  Block, Stanley, Geoffrey Hirt and Bartley Danielsen
Published by McGraw Hill-Irwin
 
ISBN #9780077477608

Textbooks can be purchased through the MBS bookstore

Textbooks can be purchased through the Parkville Bookstore

Additional Resources:
Wall Street Journal - obtain online through www.parkedu/library; go to Proquest

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, problems, and cases; do required readings and research.  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 current 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.

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 and online.

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
 
Total Points                                                                      1000 points
 
90% A; 80% B; 70% C; 60% D

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 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.

Late Submission of Course Materials:
Upon permission of instructor.

Classroom Rules of Conduct:
Professional demeanor 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
Basic 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 (Chapters 1-3)
Research Night
 
#6 Chapter 7 Financial Forecasting
Article
Terms
Problems 1, 4, 7, 13, 16, 22
 
#7 Chapter 5 Operating and Financial 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 (Chapters 4 - 6)
Research Night
 
#11 Current Asset Management
Article
Terms
Problems 1, 7, 8, Comprehensive Problem
 
#12 Chapter 9 The Time Value of Money
Article
Terms 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 Presentaions of Financial Analyzations of Corporations
 
#16 Final Exam
Article
 
Articles
 
Students should exhibit ereading of business and financila publications and journals.  www.park.edu/library is the source of many periodicals and business journals as is the internet.  The Wall Street Journal is a major daily newspaper that students should read on a regular basis during this class.  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.  Presentation is limited to 5 minutes.  10 articles @ 10 points = 100 points.
 
Financial Analysis of Corporation
 
Select a company to analyze financially.  This project will take planning in that an annual report for the most recent fiscal year must be obtained (this requires communication with the company's headquarters). 
 
The project should cover the following:
 
History of company
Lines of business
Financial analysis (minimum of 7 ratios with explanayion and documentary; (use Chapter 3 on Financial Analysis)
Relevant ratios from Financial Analysis, trends, and comments
Environmental scan for the future of the company
Articles published about the company
 
The project should be 10 - 12 pages, double speced with sufficient narrative to explain/support conclusions; cite in APA format.
 
Oral presentaion 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.
 
The Financil Analysis project counte 300 points and will culminate in a report due on the 15th class meeting.  Work on the project should commence early in the term with consultation as needed and obtained on the 3 Research Nifhrs designated in the term.  Students should exemplify resourcefulness, fiancial knowledge and acdcuracy, and innovatiiveness in the comprehensive financial analysis.  300 points in total.

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 students and faculty members are encouraged to take advantage of the University resources available for learning about academic honesty (www.park.edu/current or http://www.park.edu/faculty/).from Park University 2011-2012 Undergraduate Catalog Page 95-96

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. from Park University 2011-2012 Undergraduate Catalog Page 95

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 2011-2012 Undergraduate Catalog Page 98

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:11/23/2012 11:48:11 AM