Date

Topic

Reading

Assignment

Week 1:

2-Apr

Introduction

G&K: Chp. 1

4-Apr

Fin'l Stmts

and Initial Group Meeting

G&K: Chp. 3 Pg. 53 - 63

Stmts End Yr. 1 Qtr. 4 (Handouts Folder)

Week 2:

9-Apr

Fin'l Stmts and Institutions

G&K: Chp. 3 Pg. 53 - 63

Stmts End Yr. 1 Qtr. 4 (Handouts Folder)

SBG Manual Pgs. 1 – 15

11-Apr

Fundamental Analysis: Ratios

G&K: Chp. 3 Pg. 64-77

SBG Manual 16 – 29

Week 3:

16-Apr

Sources and Uses

(Historical)

Stmts End Yr. 1 Qtr. 4 (Handouts Folder)

SBG Manual Pgs. 30 – 40

18-Apr

Sources and Uses

(Historical cont’d &

  Planning)

Stmts End Yr. 2 Qtr. 1 (Handouts Folder)

SBG Manual 41 – 60

Assignment #1

Due

Week 4:

23-Apr

Sources and Uses

(Planning)

Stmts End Yr. 2 Qtr. 1 (Handouts Folder)

SBG Manual 61 - 84

Exam #1

25-Apr

Assets: Loans

G&K: Chp. 9 & 10

Decision #1 (Y2,Q2)

Week 5:

30-Apr

Assets: Loans

G&K: Chp. 9 & 10

Assignment #2

Due

2-May

Assets: Investments

G&K: Chp. 7; Int Rate Handout

Decision #2 (Y2,Q3)

Week 6:

7-May

Assets: Investments

G&K: Chp. 7

9-May

Fundamental Analysis:    Cost of Funds

G&K:Chp. 13

Cost of Funds Handout

Decision #3 (Y2,Q4)

Week 7:

14-May

Advanced Analysis: Interest/Maturity Gap and Sensitivity

G&K: Chp. 5 & 6

Decision #4 (Y3,Q1) Due

Assignment #3

Due

16-May

Advanced Analysis: Interest/Maturity Gap and Sensitivity

G&K: Chp. 5 & 6

Decision #5 (Y3,Q2) Due

Week 8:

21-May

Capital Adequacy

G&K: Chp. 12

Capital Adequacy Handout

Decision # 6 (Y3,Q3) Due

Assignment #4

Due

23-May

Regulatory

Environment

G&K: Chp. 2

Decision #7 (Y3,Q4) Due

Assignment #5

Due

Week 9:

28-May

Memorial Day (No Class)

30-May

Exam #2

Decision #8 (Y4,Q1) Due

Week 10:

4-June

Class Presentations and

Evaluations

6-June

Review and Class Presentations

MBA Reports Due

Final Dates and Times:                   NO FINAL EXAM

2PM Class: Mon., 11-June, Noon

4PM Class: Tues., 12-June, Noon

Final Reports due at final time on date shown for class at my office (418D Bex)