Finance for Non-Financial Managers

About the Program

Finance is about making investment and managerial decisions in the face of uncertainty, based on economic information gleaned from the balance sheet and income statements, macroeconomic announcements or other economics news.

Finance for Non-Financial Managers is divided into two, one-day sections: corporate finance and investments. Over these two days, this course will guide you through the financial decision making process from start to finish.

Learning Objectives

  • Reading and interpreting balance sheet and income statements
  • Synthesizing that information into financial models
  • Making decisions based on these models
  • Understanding the limits of financial modeling

Details

November 6 & 13, 2009

Please note that this course is held on non-consecutive days.

$1,450

Includes tuition, course materials, parking and most meals.

This course is approved for 8 hours of CPE credit

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Topics

  • Valuing a project from start to finish
  • Capital budgeting and project choice: which project to undertake
  • How to finance a project
  • Valuation in the presence of debt
  • Thinking and quantifying financial risk
  • What we can do to mitigate risk exposure
  • Optimal portfolio allocation: investing for retirement
  • Understanding financial statistics
  • Advanced topics

Course Faculty

Dr. Rossen Valkanov is an associate professor of finance at the Rady School. He received his Ph.D. in economics from Princeton University. In 1999, he became an assistant professor of finance at UCLA's Anderson School of Management where he remained until his appointment at UC San Diego. From 2001-2004 he served as an assistant professor of finance at the University of California, Berkeley's Haas School of Management, teaching courses for the master's program in financial engineering.

He is a member of many professional organizations including the American Finance Association, the American Economic Association, the Econometric Society and the Bachelier Society. Dr. Valkanov's main research interests are in the areas of financial econometrics, empirical asset pricing, portfolio choice and monetary economics.

David Ravetch has been a UCLA accounting faculty member for over twenty-five years. He has received numerous teaching awards as well as the California Society of Certified Public Accountants’ Faculty Merit Award.

When Mr. Ravetch first began teaching at UCLA, the school was not yet a major contender for accounting recruitment efforts.  Under his direction, UCLA developed course initiatives, expanded offerings and launched an accounting minor, which was the school’s first approved minor.  He was named as the director of the undergraduate accounting program by the Anderson School, where he served for seven years.  Today, UCLA graduates are heavily recruited by international accounting firms.

Hotel Accommodations

Opened in 2004, Estancia La Jolla Hotel & Spa is situated adjacent to UC San Diego and is within minutes of the village of La Jolla, beaches, shopping and San Diego’s world-class attractions.

This is an intermediate-level group-live course. Basic business experience is the only prerequisite.

The Rady School of Management Center for Executive Development at UC San Diego is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. Web site: www.nasbatools.com.

Presented by the Center for Executive Development and the Beyster Institute at the Rady School of Management.


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