MMS 185 – Managerial Finance
*Spring 2012*
TENTATIVE AGENDA
Instructor:
Visiting Associate Professor Sam Veraldi
2016 Campus Drive
919-668-2142
sam.veraldi@duke.edu
Office Hours:
Fridays @ 12:00 p.m. – 1:00 p.m.
(Scheduled Appointments Preferred)
Required Text:
Brooks, Financial Management: Core Concepts,
Pearson Prentice Hall
First Edition, Copyright 2010 (w/ My Finance Lab Access)
Recommended:
Wall Street Journal
Calculator:
Highly recommend purchasing a TI BAII Plus
Advanced Financial Calculator (costs around $30 to $35).
Course Objective
The objective of the course is to introduce students to the basic questions facing a
financial manager and the tools a financial manager uses to find answers to these
questions. The course will introduce the basic tools of financial and applications of
financial theory in use today. Students will be introduced to legal, ethical,
technological, and global issues facing a financial manager. The course is designed to
enhance a student’s approach to financial decision-making and emphasizes technical
analysis and quantitative approaches to decision making.
Grading
Students take two (2) examinations during the course. Each examination will be a series
of multiple choice questions, essay questions, and/or problems. The midterm exam will
be worth 100 points and the final exam will be worth 120 points for a total of 220 points.
Homework will be assigned via My Finance Lab. There will be fifteen (15) homework
assignments worth a maximum of 10 points each for a total of 150 points. There will be
eight (8) quizzes worth 10 points for a total of 80 points. Class points total 450.
A*
AB+
B
BC+
C
CD+
D
DF
Grading Scale
92% and above
90 – 91.99%
88 – 89.99%
82 -87.99%
80 – 81.99%
78 – 79.99%
72 – 77.99%
70 – 71.99%
68 – 69.99%
62 - 67.99%
60 – 61.99%
< 60%
98 or above is an A+
Academic
Dishonesty
For expectations of Student conduct see http://integrity.duke.edu/ugrad/index.html.
Class Attendance
I expect students to be on time and present for every class. Good study habits and
efficient management of time will translate into good work habits and responsible
employees and effective managers. If you cannot make an exam you need to notify
me prior to the exam. Please leave a message on my telephone answering service or
send me an e-mail message.
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Assignments & Exams
Date
Thursday, January 12, 2012
Tuesday, January 17, 2012
Thursday, January 19, 2012
Tuesday, January 24, 2012
Thursday, January 26, 2012
Tuesday, January 31, 2012
Thursday, February 02, 2012
Tuesday, February 07, 2012
Thursday, February 9, 2012
Tuesday, February 14, 2012
Thursday, February 16, 2012
Tuesday, February 21, 2012
Thursday, February 23, 2012
Tuesday, February 28, 2012
Thursday, March 01, 2012
Tuesday, March 06, 2012
Thursday, March 8, 2012
Tuesday, March 13, 2012
Thursday, March 15, 2012
Tuesday, March 20, 2012
Thursday, March 22, 2012
Tuesday, March 27, 2012
Thursday, March 29, 2012
Tuesday, April 03, 2012
Thursday, April 05, 2012
Tuesday, April 10, 2012
Thursday, April 12, 2012
Tuesday, April 17, 2012
Thursday, April 19, 2012
Tuesday, April 24, 2012
Saturday, May 05, 2012
Reading/Lecture
Introduction
Chapter 1 Financial
Management - My Finance Lab
Intro
Chapter 2 Financial Statements
Chapter 2
Chapter 14 Financial Ratios and
Performance/ Apple Conference
call
A&F vs Gap
Chapter 3 Time Value of Money
Part 1
Chapter 4 Time Value of Money
Part 2
Special Topic- TVM- Athlete
Contract
Chapter 5 Interest Rates
Chapter 6 Bonds and Bond
Valuation
Chapter 7 Stocks and Stock
Valuation
Review for Exam
Exam 1
Review Exam
Spring Break
Spring Break
Chapter 8 Risk and Return
Chapter 8 Risk and Return
Chapter 9 Capital Budgeting
Decision Models
Chapter 10 Cash Flow Estimation
Chapter 10 Cash Flow
Estimation- CFE WORKSHOP
Chapter 11 Cost of Capital
COC workshop
Chapter 12 Forecasting and
Short term Financial Planning
Forecasting Workshop
Chapter 13 Working Capital
Management
Chapter 15 Raising Capital
Valuation Workshop
Final Review
Final Exam
Homework/ Problems
Chapter 1: 2,4,6,8,&10
Chapter 2: 7,8,11,12 & 13 Listen to Apple's
earnings conference call
https://www.apple.com/investor/
Cash Flow Analysis
Chapter 14: 2,4, 5, 8, & 13
A&F and Gap Earnings Calls
Chapter 3: 5,15,17,22,&25
Chapter 4: 4,6,10,12 &26
Case Study from Book, other posted material
Chapter 5: 5,12,13,24, & 27
Chapter 6: 2,6,10,13, & 25
Chapter 7: 2,5,8,11, & 14
Chapters 1-7, 14
Please go to the investor websites for
Abercrombie and Fitch and The Gap
Math Review
Chapter 8: 5,8,14,15,16,23,25,& 26
Chapter 9: 2,9,11,15 & 24
Chapter 10: 2,4,5,8,& 13
Chapter 11: 4,6,9,13, & 18
Chapter 12: 4,6,8,9, & 11
Chapter 13: 3,4,9,13, & 15
Chapter 15: 2, 5, 7, 8, 9, 15
Material Posted - Guest Lecturer
Chapters 8-15 (excluding Chapter 14)
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PREREQUISITES - None
STUDENTS WITH DISABILITIES
Accommodations are collaborative efforts between students, faculty and the Student
Disability Access Office (SDAO). Students with accommodations approved through
SDAO are responsible for contacting the faculty member in charge of the course prior
to or during the first week of the term to discuss accommodations. Students who
believe they are eligible for accommodations but who have not yet obtained approval
through SDAO should contact SDAO immediately at (919) 668-1267 or
bianca.taylor@duke.edu.
ATHLETES
You are required to turn in your travel schedule as well as your game schedule.
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