Western Carolina University
Program Assessment Plan
BSBA—Finance, Banking
College of Business
Assessment Plan for 2006-7
Primary Contact Name/Info:
Roger Lirely, Department Head
215A Forsyth
227-3491
lirely@wcu.edu
Department Mission Statement:
The goal of the faculty in banking is to prepare students for careers in retail bank management. Through teaching, our
primary responsibility, we strive to create a learning environment of excellence with a personal touch. We encourage the
development of critical thinking and decision-making abilities and provide our students with the skills associated with a
professional career in banking. We maintain a qualified and motivated faculty by engaging primarily in applied and
instructional development research and through service to our campus, professional, and regional constituencies.
.
Statement on Alignment of Program Mission w/ University and College Mission
Consistent with the university and college missions, the banking mission emphasizes quality teaching, and the
dissemination of applied and pedagogical research. Through service and teaching, embers of the faculty are encouraged
to develop relationships with regional employers and businesses. Students have an opportunity to meet and work with
these regional constituents and graduate with the requisite skills to pursue bank management careers in western North
Carolina.
Mission
Goals
Our graduates will
be:
The goal of the faculty
in banking is to prepare
students for careers in
retail bank
management.
Through teaching, our
primary responsibility,
we strive to create a
learning environment of
excellence with a
personal touch. We
encourage the
development of critical
thinking and decisionmaking abilities and
provide our students
with the skills
associated with a
professional career in
banking.
We maintain a
qualified and motivated
faculty by engaging
primarily in applied and
instructional
development research
and through service to
our campus,
professional, and
regional constituencies.
1.0 Cognizant of the
financial, managerial,
economic, legal and
ethical considerations
expected of entrylevel bank managers
2.0 Effective
communicators.
Western Carolina University
Program Assessment Plan
BSBA—Finance, Banking
College of Business
Assessment Plan for 2006-7
Objectives
Outcome
Our graduates will be able to:
Delivery
Location
Assessment Assessment
Location
Methodology
1.1 Demonstrate an ability to
interpret financial statements and
analyze the information therein.
ACCT 275,
FIN 301, 335,
BSBA
Foundation of
Knowledge
FIN 440
ETS major field
test
1.2 Demonstrate an ability to
identify issues related to long-term
financial planning, working capital
management, capital budgeting,
and time value of money
problems.
1.3 Demonstrate an
understanding of the federal
banking system, interest rates and
financial institutions.
1.4 Demonstrate an
understanding of retail bank
operations, management concepts
and issues
FIN 305, 450
FIN 440
ETS major field
test
FIN 335
FIN 440
ETS major field
test
FIN 440
FIN 440
1.5 Demonstrate an appreciation
for the importance of ethical
behavior in the financial planning
profession.
FIN 440,
LAW 230
FIN 440
2.1 Exhibit effective written
communication skills.
ENG 101
102, CIS 304
CIS 304
2.2 Exhibit effective oral
communication skills
Liberal
studies, CIS
304
CIS 304
Primary trait
analysis
embedded in case
studies or other
class assignments
Primary trait
analysis
embedded in case
studies or other
class assignments
Primary trait
analysis
embedded in
class assignments
Primary trait
analysis
embedded in
class assignments
Mission
Goals
Our graduates will
be:
3.0 Aware of the
cultural competencies
expected of retail
banking professionals
in business
environments
Western Carolina University
Program Assessment Plan
BSBA—Finance, Banking
College of Business
Assessment Plan for 2006-7
Objectives
Outcome
Our graduates will be able to:
Delivery
Location
4.1 Show that they have been
successfully involved in
professional banking engagement
activities through the required
internship, student organization
activities or other approved
professional involvements.
FIN 483
(required
internship),
concurrent
employment,
student
organizations,
New York
trip, case
competition,
service
learning
Assessment Assessment
Location
Methodology
Exit interview
Survey