Oregon State University

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Madeleine Brady Romero
BA 215, section 001

Office:  Bexell Hall 311     

Summer 2007

Office Hours: MTuWTh 11:20-12:30pm

CRN: 400091

Classroom: Owen 106

E-mail: Madeleine.Romero@bus.oregonstate.edu

Website: www.bus.oregonstate.edu/services/  

click on Course Materials;BA215;Romero

Course Credits: 4

Lecture:  MTuWTh 8:00-11:20

       6/25 – 7/12

 

COURSE DESCRIPTION

This course is designed exclusively for non-business students and business minors, integrating financial accounting and financial management from managers’, lenders’, and investors’ perspectives.  Student will gain knowledge of income statements, balance sheets, cash flow statements, and forecasting/budgeting financial statements, with emphasis on analysis and managerial application to real-world companies.  Investment management topics include: time value of money valuation techniques, the functions of capital markets and securities, investment selection and evaluation, and other personal finance applications. 

 

PREREQUISITES

(1)       No prior coursework required.

(2)       Open to students with Sophomore, Junior, or Senior standing.

(3)       Non-business students only.

 

MEASURABLE LEARNING OUTCOMES

·         Comprehend cash flow versus accrual accounting concepts.

·         Analyze basic business transactions and determine effect on accounts & financial statements.

·         Develop and interpret income statement, balance sheet, and cash flow statements for planning, performance, evaluation, and control.

·         Evaluate the financial positions of organizations through the calculation, application, and interpretation of basic financial ratios, utilizing time-series and cross-sectional analyses.

·         Construct and manage personal financial statements and budgets.

·         Formulate Excel computer spreadsheets to analyze corporate and personal financial statements.

·         Identify the nature of fixed versus variable costs in budgeting.

·         Calculate and apply time value of money problems to corporate and personal finance, utilizing a financial calculator.

·         Comprehend capital market transactions and sources of short-term and long-term financing.

·         Synthesize the interrelationships between personal and corporate financial management, especially as it applies to investments.

·         Apply accounting and financial management theories and methods to manage personal investments.

More specific daily learning objectives are itemized in the attached course schedule.

 

MANDATORY LEARNING MATERIALS

1)  Finance for Non-Financial Managers,  by Gene Siciliano   

2) Romero Lecture Notes & Cases (handed out in class) 

    Problem Sets, Solutions, other Course Material  (available on my website) 

3) Investment Reading Material (downloaded from internet)

4) Financial Calculator- TI BA2+ recommended; HP12C,HP10B acceptable -Tutorials are available at: http://wps.aw.com/aw_gitman_pmfbrief_3/0,7003,526589-,00.html

5) Excel Tutorials (Optional): Valley Library reserve or 

 

 

GRADING  PROCEDURE 

 

  MIDTERMS (2)                                                                        30% each

  HOMEWORK/CLASS PARTICIPATION                                  5%

  COMPREHENSIVE FINAL                                                      35%

 

1. You are guaranteed at least the following grade if your weighted average course score falls within the following percentiles: 

A   93-100

B+   87-90

C+   77-80

D+    67-70

A-   90-93

B    83-87

C    73-77

D     60-67

 

B-   80-83

C-   70-73

F     below 60

Additionally, a curve may be applied to these scores. Class participation is encouraged, and may be used in the final grade evaluation if the student is border-line between two grades.  It is necessary to pass the final exam to pass the course.

 

2. NO MAKE‑UP EXAMS WILL BE GIVEN.  NO EXCUSES ACCEPTED.  The course outline lists TENTATIVE dates for the exams.  You are responsible to take the exam whenever it is given, even if the tentative date changes.   You must take the exam with the class section in which you are enrolled.

 

3. Homework assignments are detailed in the attached Course Outline, and consist of Problem Sets and Cases which are on Romero’s website.  It is fully expected that the student will do all the homework to be prepared for class discussion, understand the material, and perform well on the exams. Problem sets & homework cases will be stapled, handed in and graded on a completion basis; specific instructions will be announced in class.  Homework is due at the beginning of class period.  NO LATE HOMEWORK!  NO EXCEPTIONS!

 

Homework assignments can be done in groups, but each student must hand in a complete, separate, individual assignment for credit. (A photocopy of another group members’ work is not acceptable.) Only printed hard-copies of homework (not electronic e-mailed versions) will be accepted.  Show all your work.

 

 

 

COURSE POLICIES

1. Dates and terms for class withdrawal are as outlined in the current OSU Course Schedule.

 

2. OSU student ID must be displayed during all exams.  Personal digital assistants, calculators with text  storage, or mini-computers are NOT allowed for exams.  Only approved financial calculators allowed.

 

3. During class lectures, please TURN OFF ALL CELL PHONES AND PAGERS.  

 

4. Failing to demonstrate honesty and integrity will result in a grade of ZERO for that exam. 

See Statement of Expectations for Student Conduct at http://oregonstate.edu/admin/stucon/achon.htm

 

5. Students with Disabilities: “Accommodations are collaborative efforts between students, faculty and Services for Students with Disabilities (SSD).  Students with accommodations approved through SSD are responsible for contacting the instructor prior to or during the first week of the term to discuss accommodations.   Students who believe they are eligible for accommodations but who have not yet obtained approval through SSD should contact SSC immediately at 737-4098.”

 

6. Students are held responsible for all announcements made in class.