Calumet College of St. Joseph

SYLLABUS FOR FINANCIAL MANAGEMENT

 

Term:  Fall, 2002-2003 (011) (Sept. 4 – Dec. 15)                                                     

Course Number: BUS 440a

Instructor: Mr. George Grzesiowski

Office:  516

Office Phone: 219-473-4283

E-mail:  ggrzesiowski@ccsj.edu

Home Phone: 219-362-1696

Home E-mail:  grzz@csinet.net

 

Office Hours:    

Monday

10:30AM – 1:30PM

  3:30PM -  7:00PM

Tuesday

10:30AM – 11:00AM

  3:30PM -    4:30PM

Wednesday

By appointment

Thursday

10:30AM – 1:30PM

  3:00PM -  5:00PM

Friday

10:30AM – 11:00AM

 

 

Course Time: Mondays & Thursdays 1:50PM – 3:20PM

 

Course Description: The content of this course covers actual analysis of financial problems involved in the formation management of organizations, especially businesses.  The course includes study of the financial aspects of promotion, securing of capital, effective utilization of funds, capitalization, dividend policies, financial analysis, current financing, bankruptcy and related issues.

 

Prerequisites:  BUS 220, either BUS 300 or ACC 210-211, and either MTH 160 or MTH 103-104.

 

Learning Outcomes/ Competencies:

Students in this course will:

1.       Understand the nature of the finance function and the role of the financial manager in the attainment of the goal of maximization of shareholder wealth.

2.       Understand the relationships of the internal and external financial environment in regard to the risk/return impact of the decision making process.

3.       Use the tools of financial ratio analysis to determine the financial strength and weaknesses of a business.

4.       Understand the principles and theories of working capital management.

5.       Apply capital budgeting techniques used in the control and development of the capital budget.

6.       Apply NPV, IRR, PI, and payback methods to capital budgeting decision situations.

7.       Solve problems involving the time value of money as it relates to the present value of a cash payment and the future value of existing funds.

8.       Understand the elements of long and short term financing and the process of evaluating the elements of the cost of capital.

9.       Demonstrate proficiency in financial management by applying techniques to case studies.

 

 

Textbooks:          Foundations of Financial Management, Block & Hirt, 10th ed. Irwin, McGraw Hill, 2002.

                        Pocket Calculator.

 

Assessment:                                     

Exams (3 tests)                                                 60% of grade

Class participation/attendance                            10% of grade

Homework                                                        20% of grade

Cases                                                               10% of grade

                                                                                    100%

 

Grading Scale:

 

A: 92-100                A-: 90-91               B+:  88-89     B: 82-87         B-:  80-81    C+: 78-79

C: 72-77                 C-: 70-71              D+:  68-69     D: 62-67         D-:  60-61    F:  59 & below

 

 

Open Door Policy

Since your learning is my primary concern, it is imperative that anything preventing you from learning be discussed.  Please feel free to make an appointment with me or call me so that I can help you keep on track.

 

Class Policy for Assignments:

Students are expected to have their homework completed on the day it is due.  Due dates will be announced in class.  I will check your work and then review the solutions in class. Late homework will be assessed a 50% late penalty.

 

Class Policy on Attendance:

Attendance in classes is an important priority.  Attendance will affect your participation grade.  If you are not here, you are not participating.

 

Student Responsibilities:

Students are expected to have read the chapter prior to the lecture.

 

It is expected that all students will be present on test days.  One test retake may be taken during the semester (excluding the final).  Missing a test will result in an F with an automatic retake option.

 

Ask questions!

 

Classroom behavior – The student is expected to treat the instructor and his/her fellow students with respect and courtesy at all times.  This means giving your full attention – no private conversations, no catching up on homework assignments, no naps.

 

Class Policy on Electronic Devices: (Optional)(Cell phones, Beeper, Pagers…etc.)

Turn on soft ring or message only.

 

 

 

 

 

Center for Academic Excellence:

Tutoring assistance is free to all students of Calumet College of St. Joseph. Call the Center for Academic Excellence (CAE), to make an appointment at 473-4287. The Center has experienced and well-trained tutors in most subject areas to help students who are struggling in a course or who are doing well and would like to do better. Regular weekly tutoring sessions are likely to improve your grade.

 

Statement of Plagiarism:

If an instructor or other Calumet College of St. Joseph personnel find that a student has plagiarized or been involved in another form of academic dishonesty, the instructor or other personnel may elect to bring the matter up for judicial review. The maximum penalty for any form of academic dishonesty is dismissal from the College. The procedures for judicial review are listed under the section of CCSJ handbook that addresses student grievances. (Academic Planner 2001/2002 p.27)

 

Citation Guidelines:

Calumet College of St. Joseph adheres to citation guidelines as prescribed by the particular discipline (i.e., MLA, APA, and Chicago Manual of Style or Turabian.).  All of these guidelines are available in the Calumet College of St. Joseph library or bookstore.  These texts outline how to cite references from a variety of sources, including electronic media.

 

Withdrawal from Classes Policy:

After the last day for class changes has passed (see College calendar), students may withdraw from a course in which they are registered with permission from the faculty member conducting the course. A written request detailing the reason(s) for the withdrawal must be filed with the Registrar. Written request for withdrawal must be received by the Registrar by the last day of classes prior to the final examination dates specified in the catalogue. Written requests may be mailed to the Registrar or faxed to the College fax number 219-473-4259. Students are to make note of the refund schedule when withdrawing from courses. The request is forwarded to the faculty member, who makes the final determination to accept or deny the request. If the request is honored, the student will receive notification of official withdrawal; if denied, the notification will indicate why the withdrawal is disallowed. Note: Degree Completion Division (DCD) students should consult the DCD Student Handbook for information on DCD withdrawals.

 

An official withdrawal is recorded as a "W" grade on the student's transcript. Dropping a course without written permission automatically incurs an "F" grade for the course (see Refund Schedule).

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Course Outline:

 

Week     Class Dates:                                                                       Topics/Assignments:

1          M-9/2                                                               Labor Day – No Class

R-9/5                                                                Introduction, Chapter 1

 

2          M-9/9                                                               Chapter 2 Accounting Review

R-9/12                                                              Chapter 2

 

3          M-9/16                                                             Chapter 3 Financial Analysis

R-9/19                                                              Chapter 3

 

4          M-9/23                                                             Chapter 4  Financial Forecasting            

R-9/26                                                              Chapter 4, Review

 

5          M-10/7                                                             Exam 1 Chapters 1-4

R-10/10                                                            Chapter 5 Operating Leverage

 

6          M-10/14                                                            Chapter 5,  Case 1

            R-10/17                                                            Chapter 6 Working Capital

 

7          M-10/21                                                            Chapter 7 Current Asset management   

            R-10/24                                                            Chapter 7         

 

8          M-10/28                                                            Chapter 8 Short Term Financing

R-10/31                                                            Chapter 8, review

 

9          M-11/4                                                             Exam 2, Chapters 5-8

R-11/7                                                              Chapter 9 Time value of money 

 

10         M-11/11                                                            Chapter 9

R-11/14                                                            Chapter 10 Valuation and Returns

 

11         M-11/18                                                            Chapter 11 Cost of Capital

R-11/21                                                            Chapter 11, Case 2

 

12         M-11/25                                                            Chapter 12 Capital Budgeting

R-11/28                                                            NO CLASS Thanksgiving

 

13         M-11/26                                                            Chapter 12, Case 3

R-11/29                                                            Chapter 13 Risk

 

                                                                                   

14         M-12/2                                                             Chapter 14 Capital Markets

R-12/5                                                              Chapter 15 Investment Banking

 

15         R-12/12                                                            Final Exam Chapters 9-15