Financial Management
Business Studies Department Mission Statement
Aligning with the Lakewood University mission, our innovative business programs will prepare learners to work as valuable managers and leaders in their respective workplaces, facilitating change for the benefit of the organization, its stakeholders, and society.
FMGT300 — Financial Management, 3.0 hours
This course will help students learn the efficient and effective management of money (funds) in a manner to accomplish the objectives of the organization. It is the specialized function directly associated with the top management.
Program Objectives
- Define and discuss fiduciary duty.
- Compare various financial reports that are meaningful to a company.
- Explain the responsibilities of a board and its relationship with the CEO.
- Identify major project categories and explain why they are used
- Explore the considerations a company uses when deciding to distribute dividend and shareholders.
- Discuss the reasons a company would or would not want to go public.
- Explain the accounting ramifications behind supply chain activities.
- Discuss the various motivations for companies to merge.
Professor
Lisette M. Negron currently resides in Arlington, VA. She joined the military when she was 18, served 4 years active duty and 11 years, and counting as a reservist. Over the course of her career, she has served as a Human Resources professional. She has been responsible for the overall training and development of hundreds of civilian employees and soldiers, managers, and supervisors. These developmental trainings consist of day-to-day operations, programs processes, HR systems trainings, and successful completion of HR management certifications. HR departments oversee various aspects of employment, such as compliance with labor laws and employment standards, administration of employee benefits, and some aspects of recruitment. As a reservist, she is the Health Sciences HR Officer for a Medical Ground Ambulance company, where she manages all areas of operations, staffing, logistics, training, and work-life balance.
Ms. Negron completed her Doctorate degree in Business Administration with a concentration in HR Management and holds a graduate certificate in Health Care Administration.
She looks forward to being a part of this journey as your instructor.
Online Support (IT) and Moodle Navigation
All members of the Lakewood University community who use the University’s computing, information or communication resources must act responsibly. Support is accessible by calling 1-800-517-0857 option 2 or by emailing info@lakewood.edu
Books and Resources
Brigham F. Eugene. Intermediate Financial Management. 13th ed. Cengage, 2019
Evaluation Method
Graded work will receive a numeric score reflecting the quality of performance.
Course Requirement Summary
- Assignments - Total of 60 Points
- Weekly discussion forums-Total of 80 Points
- Final Exam - 50 Points
Grading Scale
Graded work will receive a numeric score reflecting the quality of performance as given above in evaluation methods. The maximum number of points a student may earn is 190. To determine the final grade, the student's earned points are divided by 190.
Your overall course grade will be determined according to the following scale:
A = (90% -100%)
B = (80% - 89%)
C = (70% - 79%)
F < (Below 70%)
Assignment and Discussion Forum Post Rubrics
Writing Assignment Grading Rubric
|
Points |
Excellent |
Good |
Poor |
Very Poor |
No Response |
|
Original Posting ____/10 |
Writing assignment was well thought out, coherent, and thoughtfully organized with all parts of the questions addressed along with appropriate grammar and spelling |
Writing was clear and relatively well organized and responded to many/most of the key points with a few mistakes in regard to grammar and spelling |
Writing was somewhat confusing and not well organized and had little or no focus on the subject matter with significant grammar and spelling errors |
Writing is confusing and hard to follow with no organization while missing the point of the assignment entirely |
No Assignment |
|
Total Points ____/10 |
Additional Comments: |
Discussion Question Grading Rubric
|
Points |
Excellent Pass |
Good Pass |
Poor Fail |
No Response Fail |
|
Original Posting PASS/FAIL |
Original post reflected good focus to the discussion with well thought out ideas and appropriate grammar and spelling |
Original post responded to the topic in a general fashion but failed to organize them well and had a few mistakes in regard to grammar and spelling |
Responded with little or no focus to the discussion and contained short, irrelevant and/or confusing commentary with significant grammar and spelling errors |
No posting |
|
Reply to fellow student PASS/FAIL |
Response to fellow student reflected good focus to the post with well thought out ideas and appropriate grammar and spelling |
Response to fellow student in a general fashion but failed to organize them well and had a few mistakes in regard to grammar and spelling |
Little or no focus to the post and contained short, irrelevant and/or confusing commentary with significant grammar and spelling errors |
No posting |
|
Total Points PASS/FAIL |
Additional Comments: |
Academic Integrity/ Plagiarism
Cheating (dishonestly taking the knowledge of another person whether on a test or an assignment and presenting it as your work) and plagiarism (to take and pass off as one's own the ideas or writing of another) are a serious issue. While it is legitimate to talk to others about your assignments and incorporate suggestions, do not let others "write" your assignments in the name of peer review or "borrow" sections or whole assignments written by others. We do get ideas from life experiences and what we read but be careful that you interpret these ideas and make them your own.
I am aware that many types of assignments are available on the internet and will check these sources when there is legitimate suspicion.
Penalty is a zero on the assignment. In cases where there is a major or continuous breach of trust, further discipline, such as an "F" in the course, may be necessary.
The major consequence of any form of cheating is damage to your character and the result of trust and respect.
Disability Accommodations
Students who have a disability and wish to request an academic accommodation should contact Jim Gepperth, the Disabilities Services Coordinator and Academic Dean. The student can request an accommodation at any time although it is encouraged to do so early in the enrollment process. The student should complete an accommodation request form which begins a conversation between the school and the student regarding the nature of their disability and an accommodation that would help the student succeed in their program. The school may request documentation regarding the disability to address the accommodation request effectively. The school will communicate to the student the type of accommodation arranged. This process typically follows a team approach, bringing together persons from the academic department (including the instructor) and personnel from other departments as necessary. Additional information on disability accommodations may be found in the Lakewood University Catalog.
Disability Services Email: disabilityservices@lakewood.edu
Supplemental Texts
You can use the following resources to assist you with proper source citation.
American Psychological Association Style Guide- https://www.mylakewoodu.com/pluginfile.php/118179/mod_resource/content/1/APA%20Style%20Guide%207th%20edition.pdf
The Purdue OWL website is also a helpful resource for students. Here is a link to the OWL website: https://owl.purdue.edu/owl/research_and_citation/apa_style/apa_formatting_and_style_guide/general_format.html
Library
Mary O'Dell is the Librarian on staff at Lakewood University
She is available by appointment. You can make an appointment with her by emailing her at modell@lakewood.edu or call at 1-800-517-0857 X 730
You may also schedule a meeting at this link: https://my.setmore.com/calendar#monthly/r3a761583354923270/01032020
She can assist you with navigating LIRN, research, citations etc.
Support
Each student at Lakewood University is assigned a Success Coach. Your Success Coach exists to assist you with academic and supportive services as you navigate your program. They will reach out to you, often, to check-in. Please use the resources they offer.
Student Services is available to assist with technical questions regarding Lakewood University and all services available to you.
1-800-517-0857 option 2
info@lakewood.edu
studentservices@lakewood.edu
Career Services
Students are offered Career Services at any point as they journey their academics at Lakewood University.
1-800-517-0857 option 2
careerservices@lakewood.edu
Objectives
- Define and discuss fiduciary duty.
- Compare various financial reports that are meaningful to a company.
- Explain the responsibilities of a board and its relationship with the CEO.
- Identify major project categories and explain why they are used
- Explore the considerations a company uses when deciding to distribute dividend and shareholders.
- Discuss the reasons a company would or would not want to go public.
- Explain the accounting ramifications behind supply chain activities.
- Discuss the various motivations for companies to merge.
Lessons
- Overview of Financial Management and the Financial Environment
- Risk and Return: Part I
- Risk and Return: Part II
- Bond Valuation
Study Course Syllabus
Read Chapters 1, 2, 3, and 4
Participate in the Discussion Forum
Lesson Evaluation
- Financial Options
- Accounting for Financial Management
- Analysis of Financial Statements
- Basic Stock Valuation
Read Chapters 5, 6, 7, and 8
Participate in the Discussion Forum
Lesson Evaluation
- Corporate Valuation and Financial Planning
- Corporate Governance
- Determining the Cost of Capital
- Capital Budgeting: Decision Criteria
Read Chapters 9, 10, 11 and 12
Participate in the Discussion Forum
Complete Assignment 1
Lesson Evaluation
- Capital Budgeting: Estimating Cash Flows and Analyzing Risk
- Real Options
- Distributions to Shareholders: Dividends and Repurchases
- Capital Structure Decisions
Read Chapters 13, 14, 15, and 16
Participate in the Discussion Forum
Complete Assignment 2
Lesson Evaluation
- Dynamic Capital Structures and Corporate Valuation
- Initial Public Offerings, Investment Banking, and Financial Restructuring
- Lease Financing
- Hybrid Financing: Preferred Stock, Warrants, and Convertibles
Read Chapters 17, 18, 19 and 20
Participate in the Discussion Forum
Lesson Evaluation
- Supply Chains and Working Capital Management
- Providing and Obtaining Credit
- Other Topics in Working Capital Management
- Enterprise Risk Management
Read Chapters 21,22,23 and 24
Participate in the Discussion Forum
Lesson Evaluation
- Bankruptcy, Reorganization, and Liquidation
- Mergers and Corporate Control
- Multinational Financial Management
Read Chapters 25, 26, and 27
Participate in the Discussion Forum
Complete Assignment 3
Lesson Evaluation
Complete the Final Exam
Request the Next Course
Lesson Evaluation
THANKS FOR A GREAT CLASS