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BA 441/541 - Financial Institutions
Winter 2006
[Schedule] [Powerpoints] [Handouts] [Review Materials]
College of Business Prof.
Jon Moulton
Office:
418D Bexell Phone:
737-2636
Office Hours- Mon 1-2, Tues 11-12, W 1-2, or by appt. 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
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 = 15% (10% 541), 2nd & 3rd =
20%, (15% 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.