Financial Policy/Sr. Seminar
Spring 2010
Description
A capstone course for seniors majoring in finance. Involves
quantitative and qualitative analysis of financial policies from an
internal managerial policy-making perspective and integrates all areas
of business. Coursework may be based on independent readings and
empirical research.
College
Business
Division
Business
Subject
Area
FIN-Finance
Course
Number
Credit
Hours
FIN 4443
3
Meeting
Information
Start Date End Date Days
Time
Room
Jan 07, 2010 Apr 21, 2010 MW 05:00 pm - 06:15 pm LH 2201
Apr 22, 2010 Apr 22, 2010 R
05:00 pm - 06:15 pm LH 2201
Apr 26, 2010 Apr 26, 2010 M 04:30 pm - 07:15 pm LH 2201
Prerequisit
es
FIN 3414 with a minimum grade of C and FIN 3244 with a minimum
grade of C and FIN 3504 with a minimum grade of C
Distance Learning/Off Campus Course Information
Is this a DL
Course?
No, it is an on-campus course.
Instructor Information
Instructor
E-Mail
Address
Henry S. Weeks
sweeks@fgcu.edu
Phone
Number
239-590-7373
Office
Location
Lutgert Hall 3365
Office
Hours
Teaching
Philosophy
Monday & Wednesday 3:30-5:00 or by appointment
This class will utilize the case method. You will work in groups
preparing and presenting cases throughout the semester. Each group
will submit a written analysis of each case. On the days that cases are
to be presented in class, each group will be prepared to present the case
to the class. This means that each group will perform the analysis for
each case, prepare a presentation, and come to class prepared to
present. Note: THIS INCLUDES BEING DRESSED IN A MANNER
APPROPRIATE FOR DELIVERING A PROFESSIONAL
PRESENTATION. All groups will be expected to participate in the
discussion of each case. We will alternate between presenting cases
and critiquing the presentations. Each group will prepare a written
critique of the presentations. One group will be selected to present their
critique of the previous meeting's presentation. Participation and
presentation grades will be assigned for the critique sessions in a
manner similar to the regular case presentations. Each group will
submit their case analysis or critique at the end of each class. No work
will be accepted late.
Free ridership is always a potential problem with group work. You will
provide an evaluation of your team members and they will evaluate
you. Do not put your team in a the position where they must give you a
negative evaluation. Pull your weight!
Additional
Instructor
Informatio
n
Cell phones are not permitted in this class. If you bring one to class,
TURN IT OFF. If your cell phone rings during class, you will receive a
class participation grade of zero for the day.
Course Materials
Required
Course
Materials
Case Studies in Finance: Managing for Corporate Value Creation by
Robert F. Bruner, Kenneth M. Eades, & Michael J. Schill
Financial Management by Brigham and Daves (9th or 10th edition)
Course Policies, Learning Objectives, and Agenda
Grading,
Attendance,
and Other
Policies
Case & Critique Presentations 30%
Written Case Analysis & Critiques 40%
Peer Evaluation 15%
Class Participation 15%
Note: Failure to attend class will result in a zero class participation
grade for that day
No assignments will be accepted after the due date.
Each student must complete an evaluation of their team members.
These evaluations will include a summary effort score and a written
narrative detailing the contribution of the individual to the group.
Date
Agenda
1/11
Ethics in Finance
1/13
Case: Warren E. Buffett: To Think
Like an Investor
1/18
MLK Day - NO Class
1/20
Critique
1/25
Case: Bill Miller and Value Trust:
Market Efficiency
1/27
Critique
2/1
Case: Ben & Jerry’s Homemade
Note: The last day to apply for
graduation is 2/3!
2/3
Critique
2/8
Case: Krispy Kreme Doughnuts, Inc.
2/10
Critique
2/15
Case: Horniman Horticulture
2/17
Critique
2/22
Case: Nike, In.: Cost of Capital
2/24
Critique
3/1
SPRING BREAK
3/3
SPRING BREAK
3/8
Case: Target Corporation
3/10
Critique
3/15
Case: Gainesboro Machine Tools
3/17
Critique
NOTE: Friday 3/19 is the last day to
withdraw without academic penalty
3/22
Case: California Pizza Kitchen
3/24
Critique
3/29
Case: Carrefour S.A.
3/31
Critique
4/5
Case: Primus Automation Division
4/7
Critique
4/12
Case: Hershey Foods Corp
4/14
Critique
4/19
Case: The Timken Company
4/21
Critique
4/22
Final Exam/Case discussion
4/26
Final Exam 4:30-7:15 in LH 2201
Additional
Information
University Statements:
Academic Dishonesty/Cheating Policy:
"All students are expected to demonstrate honesty in their academic pursuits. The
university policies regarding issues of honesty can be found under the "Student
Code of Conduct" on page 11, and under "Policies and Procedures" on pages 18 24. of the Student Guidebook . All students are expected to study this document
which outlines their responsibilities and consequences for violations of the policy. "
Disability Accommodations Services:
Florida Gulf Coast University, in accordance with the Americans with Disabilities
Act and the university’s guiding principles, will provide classroom and academic
accommodations to students with documented disabilities. If you need to request
an accommodation in this class due to a disability, or you suspect that your
academic performance is affected by a disability, please see me or contact the
Office of Adaptive Services. The Office of Adaptive Services is located in Howard
Hall 137. The phone number is 590-7956 or TTY 590-7930
Student Observance of Religious Holidays
All students at Florida Gulf Coast University have a right to expect that the University will reasonably accommodate their religious observances, practices, and beliefs. Students, upon prior notification to their instructors, shall be excused from class or other scheduled academic activity to observe a religious holy day of their faith. Students shall be permitted a reasonable amount of time to make up the material or activities covered in their absence. Students shall not be penalized due to absence from class or other scheduled academic activity because of religious observances. Where practicable, major examinations, major assignments, and University ceremonies will not be scheduled on a major religious holy day. A student who is to be excused from class for a religious observance is not required to provide a second party certification of the reason for the absence.