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BA 441/541 - Financial Institutions
Spring 2007

[Schedule] [Powerpoints] [Handouts] [Review Materials]

 

 

College of Business                                                                                  Prof. Jon Moulton

Oregon State University                                                                           Spring 2007

Office: 418D Bexell                                                                                    Phone: 737-2636

Office Hours- 1-2PM M,W 11-Noon Tu                                Email: moultonj@bus.orst.edu

 

Course Description: This course will provide the student with an understanding of the operation

of a commercial bank and other institutions providing financial services. Focus will be primarily on

the management of institutions that take deposits and make loans and investments. Analysis of loans

and investments will be contrasted with operating and pricing policies through the active use of

simulation. Additional time will be spent discussing the legal, ethical, technological and global

developments in the broader financial services industry.

 

Learning Outcomes:

1)         Exhibit understanding of the similarities and differences between financial institutions

in the marketplace, and the general attributes of their financial structure.

2)         Utilizing actual management decision-making, manage a computer-simulated multi-billion

dollar financial institution to demonstrate knowledge of key financial issues, such as spread,

balanced funding and market-based competition.

3)         Accurately identify and describe key regulators and regulations in the financial institutions

environment, and effectively draw parallels between differing institutions’ interaction with these

regulators.

4)         Demonstrate awareness of key current issues in the financial institutions environment that will

drive future change in the industry.

Required Text:        1)         Commercial Banking: The Management of Risk 3rd Edition; Gup & Kolari; Wiley

2)                 Stanford Bank Game: Organization, Operations and Strategy Documentation; OSU Installation

3)                 Overheads on COB Class Materials website

 

Grading: The student will be graded on the basis of group assignments, individual exams, group simulation results,

and a group presentation/report.  Grades will be calculated in the following manner:

 

                                                            441     541

            Assignments                          15%    15%

            Exams                                    55%    40%   (1st = 20% (15% 541), 2nd = 35%, (25% 541))

            Presentation/Results            15%    15%

            Report                                    15%    15%

            Graduate Paper                                15%

 

Assignments will be related to progress through the reading material and simulation. There will be 5 assignments and 3 exams. Assignments will be graded on a 10-point scale. Results (10%) will be based on a combination of a strategy statement made early in the quarter (and revisable) and the results your group produces across the simulation time period, along with an individual assessment of each group member’s participation. Team presentations (5%) will be made concerning simulated bank operations during the last day of class. At the start of the first presentation straws will be drawn for order of presentation. The exams will cover material sequentially reviewed to that point in the course. Review materials will be made available periodically. All exams will be standardized to the above percentage by taking the raw score, dividing by available points and multiplying by the exam percentage.  Late or makeup work will only be accepted if arrangements with the instructor have been made PRIOR to the due date/time. Otherwise, late or makeup work will be assigned a score of zero without further adjustment.

 

You are able to use a single 8x11 sheet for any quiz.

 

Note: BA541 credit comes from separate paper discussed individually with professor.

 

ACADEMIC DISHONESTY: Please review Academic Regulations number 15 in your schedule of classes. You will be held to this standard.