FINANCIAL MANAGEMENT

Course Description:

FI 300A introduces the principles of financial management of a business unit, the firm as

well as departments and divisions of a firm. The course deals with financial analysis and

management. This course deals with basics. Terminology will be stressed.

Prerequisites:

Accounting 201 and Math 240 – Accounting for Managers; Data Analysis for Managers

are required. You will also need to be proficient with the use of a financial calculator,

either a HP-12c or a HP-10BII. Use of HP financial calculator(s) will be covered in the

course however attendance at GGU’s review session is encouraged including if possible,

the time value of money review. A financial calculator is required for the course.

Required Text:

Brigham & Ehrhardt, “Financial Management: Theory and Practice”, 12th ed. Thomson

Recommended:

Brigham & Ehrhardt, “Study Guide, Financial Management: Theory and Practice, 12th ed.

Additional Readings:

Timely readings in “The Economist”, “CFO”, “WSJ” and “Harvard Business Review”

will be assigned. You should be familiar with each of these publications.

Course Objectives:

Upon completion of the course you should be familiar with basic finance terminology,

able to identify and summarize the essential theories and concepts of modern business

finance and able to apply these theories and concepts to real world business situations.

At the risk of redundancy, terminology and its important will be stressed.

Page 2 – FI 300 A, Fall – – – Ageno School of Business, GGU Sarsfield

Grading:

F actors : Attendance, Participation 20%

Attendance is important. If you are not able to attend a particular class it is

imperative that you advise me in advance. FI 300A is offered in San Jose

and also San Francisco thus attendance alternatives are available.

Quiz / Chapter Questions 20%

Terminology Test 20%

Mini Case Presentation 20%

Term Project – Firm Analysis 20%

Be advised, assigned readings must be completed prior to each class.

Please consult the current Golden Gate University Bulletin for policies regarding

incompletes and withdrawals. Please also be guided by the University’s policies on

academic integrity.

Class Schedule:

Week 1

Introduction (San Francisco – Wednesday, September 3rd 6:50 PM)

(San Jose – Saturday, September 6th 9:00 AM)

Reading: Chapter 1, Brigham & Ehrhardt “Finance Management” (Text)

Week 2

Time Value of Money . . . . Read Chapter 2 – Text

Week 3

Financial Statements . . . . Read Chapter 3 – Text

Week 4

Analysis of Financial Statements. Read Chapter 4 – Text

Week 5

Quiz – Chapters 1 – 4; Bond Valuation. .Chapter 5 – Text

Week 6

Risk, Return, CAPM . . . . Read Chapter 6 and 7 –

Text

Week 7

Stock Valuation . . . . Read Chapter 8 – Text

Week 8

Quiz – Chapters 5 – 8; Cost of Capital. . Chapter 10 – Text

Page 3

FI 300 A, Fall – – – Ageno School of Business, GGU Sarsfield

Week 9

Cost of Capital – continued.

Week 10

Basics of Capital Budgeting . . . . Read Chapter 11 – Text

Week 12

Cash Flow Estimation, Risk Analysis . . . Chapter 12 – Text

Week 13

Quiz – Chapters 10 – 12; Capital Structure. Chap 16 – Text

Week 14

Working Capital Management . . . Read Chapter 22 – Text

Week 15 / 16

Project Presentation – Study of Public Firm

Note: There will be a “take home”, open book terminology test that will be

due Class 15.

Instructor:

WILLIAM C. SARSFIELD

BANKING AND FINANCIAL CONSULTING, LITIGATION ANALYSIS AND

CONSULTING, ADJUNCT ASSOCIATE PROFESSOR, SCHOOL OF

BUSINESS, GOLDEN GATE UNIVERSITY, SAN FRANCISCO

EMPLOYMENT / BANKING AND FINANCIAL CONSULTING

Financial Consultant San Francisco, California 1980 to Present

Chairman Sequoia Bancorp/Sequoia National Bank

San Francisco, California, 1984 to 1992

President/CEO Commercial Bank of San Francisco

and Chairman San Francisco, California, 1973 to 1980

Vice President Security Pacific National Bank

and Manager San Francisco Main Office

San Francisco, California, 1971 to 1973

Vice President Security Pacific National Bank

San Francisco, California, 1968 to 1971

National Bank Office of the Comptroller of the Currency

Examiner San Francisco, California, 1963 to 1968

Branch Manager First National Bank of Anchorage

Anchorage, Alaska, 1961 to 1963

Assistant Examiner Office of the Comptroller of the Currency

San Francisco, California, 1959 to 1961

Bank Clerk/ Bank of California, NA 1958

Teller San Francisco, California and to

First National Bank of Oregon 1959

Portland, Oregon

Commissioned United States Army

Officer Fort Sam Houston, Texas, 1957 to 1958

LITIGATION ANALYSIS AND CONSULTING

Consultant/ San Francisco, California, 1982 to Present

Analyst Analysis and consulting – banking, lending,

financial services, and insurance

litigation, including preparation and

analysis of damage models. Offered expert

testimony in state and federal actions in

California, Oregon, Washington,

Colorado, Idaho, Arizona, New Mexico,

Maine, New Hampshire, Texas,

Alabama, Florida, Hawaii, Missouri, Kansas,

Michigan, Massachusetts, Hawaii, Maryland,

and District of Columbia

ACADEMIC EXPERIENCE

Adjunct Associate Golden Gate University

Professor School of Business

San Francisco, 1984 to Present

Instructor Credit Suisse IFSP

Foothill College

Los Altos Hills, 1999 to 2002

ADDITIONAL EXPERIENCE

Director, Sequoia Bancorp/Sequoia National Bank 1984 to 2000

Director, Energeo, Inc., San Francisco 1993 to 1996

Director, Thomas Research Corporation, Hayward 1988 to 1990

Director, Commercial Bank of San Francisco, San Francisco 1973 to 1985

Director, Greater Bay Area Local Development Corp., SF 1979 to 1982

Investment Adviser, Amistead Venture Capital, New York 1980 to 1981

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