65 classes matched your search criteria.

Spring 2025  |  PA 5003 Section 001: Introduction to Financial Analysis and Management (65179)

Instructor(s)
Class Component:
Lecture
Credits:
1.5 Credits
Grading Basis:
A-F or Audit
Instructor Consent:
No Special Consent Required
Instruction Mode:
In Person
Enrollment Requirements:
PA: Pub Pol Major/Minor, Grad Major Dev Prac, Pub Aff, Lib Stud, NPM Cert
Times and Locations:
First Half of Term
 
01/21/2025 - 03/17/2025
Tue, Thu 09:45AM - 11:00AM
UMTC, West Bank
Enrollment Status:
Open (0 of 35 seats filled)
Also Offered:
Course Catalog Description:
Finance/accounting concepts/tools in public/nonprofit organizations. Fund accounting. Balance sheet/income statement analysis. Cash flow analysis. Public/nonprofit sector budgeting processes. Lectures, discussions. Cases. prereq: Public policy major/minor or major in development practice, public affairs or liberal studies or grad nonprofit mgmt cert or instr consent
Class Description:

The financial environments for public and nonprofit organizations are changing. Governments are pressured to "do more with less" and nonprofit organizations are expected to "do better at doing good." In order to meet these challenges, it is important that managers of public and nonprofit organizations possess the fundamentals of financial analysis and management.


This is an introductory course to financial analysis and management in the context of public and nonprofit organizations. The primary learning objective of this course is how to obtain accurate financial information to make sound management decisions through the analyses of financial documents such as budgets and financial statements. The processes of producing such documents will be introduced but are not the focus of this course. Conceptual frameworks and analytical techniques will be emphasized and applied to analyze real-world financial problems.


Learning Objectives:

By the end of the semester, students should be able:

  • To obtain basic knowledge and terminology of budgeting and financial management;

  • To summarize budgetary process, revenues, and expenditures of a public or nonprofit organization;

  • To apply basic tools of financial analysis, such as break-even analysis and marginal cost analysis, in making simple financial decisions;

  • To know how financial information is organized and reported in the accounting system;

  • To interpret data in financial statements and relate them with each other; and

  • To determine and calculate financial ratios to assess financial condition

Grading:
Each class there will be an assignment that you are to prepare and submiy via email (You may work with others in completing the assignments.). These will not be graded. You should actively participate in class discussions and class problem-solving. Class discussion, timely assignment completion, and on-line attendance count toward your participation grade. Participation represents 12 points of your grade.

There will be a first exam (30 points) and a second exam (30 points) for this course taken at the Humphrey School. The first exam will be an analysis of a real budget and real financial statements of nonprofit and public organizations, word questions, and financial problems. The second exam will be an analysis of real annual financial reports of nonprofit and public organizations, word questions, and financial problems. The second exam ONLY covers material from the second half of the course.

The final assignment is a group project in which you will review the financials of a real government or nonprofit organization and present your findings to the class in person. You will be assigned to groups in the second week of class. The group should submit a 5+ page paper of your findings at the last class. The group will also present a power point presentation (no more than 10 minutes) of the findings at the last class. The group should provide me a copy of the power points and any other information that would be helpful. This group paper (20 points) and presentation (8 points) are worth 28 points.

First Test 30 points Second Test 30 points Group Project 28 points Class Participation 12 points Total 100 points
Class Format:
This class is "flipped." Traditional lectures are videotaped and made available on Moodle. Also, students will be able to "attend" sessions in their own homes via a WebEx software system. Students will log into the WebEx system to participate in the problem-solving sessions. There are 8 class periods generally an hour and 45 minutes. Class time is used to review assignments, review additional videos and/or material, and take exams.
Textbooks:
https://bookstores.umn.edu/course-lookup/65179/1253
Instructor Supplied Information Last Updated:
21 February 2017

Spring 2025  |  PA 5003 Section 002: Introduction to Financial Analysis and Management (56926)

Instructor(s)
Class Component:
Lecture
Credits:
1.5 Credits
Grading Basis:
A-F or Audit
Instructor Consent:
No Special Consent Required
Instruction Mode:
In Person
Enrollment Requirements:
PA: Pub Pol Major/Minor, Grad Major Dev Prac, Pub Aff, Lib Stud, NPM Cert
Times and Locations:
Second Half of Term
 
03/18/2025 - 05/05/2025
Wed 05:30PM - 08:15PM
UMTC, West Bank
Enrollment Status:
Open (0 of 35 seats filled)
Also Offered:
Course Catalog Description:
Finance/accounting concepts/tools in public/nonprofit organizations. Fund accounting. Balance sheet/income statement analysis. Cash flow analysis. Public/nonprofit sector budgeting processes. Lectures, discussions. Cases. prereq: Public policy major/minor or major in development practice, public affairs or liberal studies or grad nonprofit mgmt cert or instr consent
Class Description:

The financial environments for public and nonprofit organizations are changing. Governments are pressured to "do more with less" and nonprofit organizations are expected to "do better at doing good." In order to meet these challenges, it is important that managers of public and nonprofit organizations possess the fundamentals of financial analysis and management.


This is an introductory course to financial analysis and management in the context of public and nonprofit organizations. The primary learning objective of this course is how to obtain accurate financial information to make sound management decisions through the analyses of financial documents such as budgets and financial statements. The processes of producing such documents will be introduced but are not the focus of this course. Conceptual frameworks and analytical techniques will be emphasized and applied to analyze real-world financial problems.


Learning Objectives:

By the end of the semester, students should be able:

  • To obtain basic knowledge and terminology of budgeting and financial management;

  • To summarize budgetary process, revenues, and expenditures of a public or nonprofit organization;

  • To apply basic tools of financial analysis, such as break-even analysis and marginal cost analysis, in making simple financial decisions;

  • To know how financial information is organized and reported in the accounting system;

  • To interpret data in financial statements and relate them with each other; and

  • To determine and calculate financial ratios to assess financial condition

Grading:
Each class there will be an assignment that you are to prepare and submiy via email (You may work with others in completing the assignments.). These will not be graded. You should actively participate in class discussions and class problem-solving. Class discussion, timely assignment completion, and on-line attendance count toward your participation grade. Participation represents 12 points of your grade.

There will be a first exam (30 points) and a second exam (30 points) for this course taken at the Humphrey School. The first exam will be an analysis of a real budget and real financial statements of nonprofit and public organizations, word questions, and financial problems. The second exam will be an analysis of real annual financial reports of nonprofit and public organizations, word questions, and financial problems. The second exam ONLY covers material from the second half of the course.

The final assignment is a group project in which you will review the financials of a real government or nonprofit organization and present your findings to the class in person. You will be assigned to groups in the second week of class. The group should submit a 5+ page paper of your findings at the last class. The group will also present a power point presentation (no more than 10 minutes) of the findings at the last class. The group should provide me a copy of the power points and any other information that would be helpful. This group paper (20 points) and presentation (8 points) are worth 28 points.

First Test 30 points Second Test 30 points Group Project 28 points Class Participation 12 points Total 100 points
Class Format:
This class is "flipped." Traditional lectures are videotaped and made available on Moodle. Also, students will be able to "attend" sessions in their own homes via a WebEx software system. Students will log into the WebEx system to participate in the problem-solving sessions. There are 8 class periods generally an hour and 45 minutes. Class time is used to review assignments, review additional videos and/or material, and take exams.
Textbooks:
https://bookstores.umn.edu/course-lookup/56926/1253
Instructor Supplied Information Last Updated:
21 February 2017

Fall 2024  |  PA 5003 Section 001: Introduction to Financial Analysis and Management (23033)

Instructor(s)
Class Component:
Lecture
Credits:
1.5 Credits
Grading Basis:
A-F or Audit
Instructor Consent:
No Special Consent Required
Instruction Mode:
In Person
Enrollment Requirements:
PA: Pub Pol Major/Minor, Grad Major Dev Prac, Pub Aff, Lib Stud, NPM Cert
Times and Locations:
First Half of Term
 
09/03/2024 - 10/21/2024
Thu 05:30PM - 08:15PM
UMTC, West Bank
Hubert H Humphrey Center 35
Enrollment Status:
Open (4 of 35 seats filled)
Also Offered:
Course Catalog Description:
Finance/accounting concepts/tools in public/nonprofit organizations. Fund accounting. Balance sheet/income statement analysis. Cash flow analysis. Public/nonprofit sector budgeting processes. Lectures, discussions. Cases. prereq: Public policy major/minor or major in development practice, public affairs or liberal studies or grad nonprofit mgmt cert or instr consent
Class Description:

The financial environments for public and nonprofit organizations are changing. Governments are pressured to "do more with less" and nonprofit organizations are expected to "do better at doing good." In order to meet these challenges, it is important that managers of public and nonprofit organizations possess the fundamentals of financial analysis and management.


This is an introductory course to financial analysis and management in the context of public and nonprofit organizations. The primary learning objective of this course is how to obtain accurate financial information to make sound management decisions through the analyses of financial documents such as budgets and financial statements. The processes of producing such documents will be introduced but are not the focus of this course. Conceptual frameworks and analytical techniques will be emphasized and applied to analyze real-world financial problems.


Learning Objectives:

By the end of the semester, students should be able:

  • To obtain basic knowledge and terminology of budgeting and financial management;

  • To summarize budgetary process, revenues, and expenditures of a public or nonprofit organization;

  • To apply basic tools of financial analysis, such as break-even analysis and marginal cost analysis, in making simple financial decisions;

  • To know how financial information is organized and reported in the accounting system;

  • To interpret data in financial statements and relate them with each other; and

  • To determine and calculate financial ratios to assess financial condition

Grading:
Each class there will be an assignment that you are to prepare and submiy via email (You may work with others in completing the assignments.). These will not be graded. You should actively participate in class discussions and class problem-solving. Class discussion, timely assignment completion, and on-line attendance count toward your participation grade. Participation represents 12 points of your grade.

There will be a first exam (30 points) and a second exam (30 points) for this course taken at the Humphrey School. The first exam will be an analysis of a real budget and real financial statements of nonprofit and public organizations, word questions, and financial problems. The second exam will be an analysis of real annual financial reports of nonprofit and public organizations, word questions, and financial problems. The second exam ONLY covers material from the second half of the course.

The final assignment is a group project in which you will review the financials of a real government or nonprofit organization and present your findings to the class in person. You will be assigned to groups in the second week of class. The group should submit a 5+ page paper of your findings at the last class. The group will also present a power point presentation (no more than 10 minutes) of the findings at the last class. The group should provide me a copy of the power points and any other information that would be helpful. This group paper (20 points) and presentation (8 points) are worth 28 points.

First Test 30 points Second Test 30 points Group Project 28 points Class Participation 12 points Total 100 points
Class Format:
This class is "flipped." Traditional lectures are videotaped and made available on Moodle. Also, students will be able to "attend" sessions in their own homes via a WebEx software system. Students will log into the WebEx system to participate in the problem-solving sessions. There are 8 class periods generally an hour and 45 minutes. Class time is used to review assignments, review additional videos and/or material, and take exams.
Textbooks:
https://bookstores.umn.edu/course-lookup/23033/1249
Instructor Supplied Information Last Updated:
21 February 2017

Spring 2024  |  PA 5003 Section 001: Introduction to Financial Analysis and Management (57216)

Instructor(s)
Class Component:
Lecture
Credits:
1.5 Credits
Grading Basis:
A-F or Audit
Instructor Consent:
No Special Consent Required
Instruction Mode:
In Person
Enrollment Requirements:
PA: Pub Pol Major/Minor, Grad Major Dev Prac, Pub Aff, Lib Stud, NPM Cert
Times and Locations:
Second Half of Term
 
03/12/2024 - 04/29/2024
Wed 05:30PM - 08:15PM
UMTC, West Bank
Hubert H Humphrey Center 184
Enrollment Status:
Open (13 of 35 seats filled)
Also Offered:
Course Catalog Description:
Finance/accounting concepts/tools in public/nonprofit organizations. Fund accounting. Balance sheet/income statement analysis. Cash flow analysis. Public/nonprofit sector budgeting processes. Lectures, discussions. Cases. prereq: Public policy major/minor or major in development practice, public affairs or liberal studies or grad nonprofit mgmt cert or instr consent
Class Notes:
Instructor is Jumana Schmuhl. http://classinfo.umn.edu/?schmu115+PA5003+Spring2024
Class Description:

The financial environments for public and nonprofit organizations are changing. Governments are pressured to "do more with less" and nonprofit organizations are expected to "do better at doing good." In order to meet these challenges, it is important that managers of public and nonprofit organizations possess the fundamentals of financial analysis and management.


This is an introductory course to financial analysis and management in the context of public and nonprofit organizations. The primary learning objective of this course is how to obtain accurate financial information to make sound management decisions through the analyses of financial documents such as budgets and financial statements. The processes of producing such documents will be introduced but are not the focus of this course. Conceptual frameworks and analytical techniques will be emphasized and applied to analyze real-world financial problems.


Learning Objectives:

By the end of the semester, students should be able:

  • To obtain basic knowledge and terminology of budgeting and financial management;

  • To summarize budgetary process, revenues, and expenditures of a public or nonprofit organization;

  • To apply basic tools of financial analysis, such as break-even analysis and marginal cost analysis, in making simple financial decisions;

  • To know how financial information is organized and reported in the accounting system;

  • To interpret data in financial statements and relate them with each other; and

  • To determine and calculate financial ratios to assess financial condition

Grading:
Each class there will be an assignment that you are to prepare and submiy via email (You may work with others in completing the assignments.). These will not be graded. You should actively participate in class discussions and class problem-solving. Class discussion, timely assignment completion, and on-line attendance count toward your participation grade. Participation represents 12 points of your grade.

There will be a first exam (30 points) and a second exam (30 points) for this course taken at the Humphrey School. The first exam will be an analysis of a real budget and real financial statements of nonprofit and public organizations, word questions, and financial problems. The second exam will be an analysis of real annual financial reports of nonprofit and public organizations, word questions, and financial problems. The second exam ONLY covers material from the second half of the course.

The final assignment is a group project in which you will review the financials of a real government or nonprofit organization and present your findings to the class in person. You will be assigned to groups in the second week of class. The group should submit a 5+ page paper of your findings at the last class. The group will also present a power point presentation (no more than 10 minutes) of the findings at the last class. The group should provide me a copy of the power points and any other information that would be helpful. This group paper (20 points) and presentation (8 points) are worth 28 points.

First Test 30 points Second Test 30 points Group Project 28 points Class Participation 12 points Total 100 points
Class Format:
This class is "flipped." Traditional lectures are videotaped and made available on Moodle. Also, students will be able to "attend" sessions in their own homes via a WebEx software system. Students will log into the WebEx system to participate in the problem-solving sessions. There are 8 class periods generally an hour and 45 minutes. Class time is used to review assignments, review additional videos and/or material, and take exams.
Textbooks:
https://bookstores.umn.edu/course-lookup/57216/1243
Instructor Supplied Information Last Updated:
21 February 2017

Fall 2023  |  PA 5003 Section 001: Introduction to Financial Analysis and Management (23292)

Instructor(s)
Class Component:
Lecture
Credits:
1.5 Credits
Grading Basis:
A-F or Audit
Instructor Consent:
No Special Consent Required
Instruction Mode:
In Person
Enrollment Requirements:
PA: Pub Pol Major/Minor, Grad Major Dev Prac, Pub Aff, Lib Stud, NPM Cert
Times and Locations:
First Half of Term
 
09/05/2023 - 10/23/2023
Tue, Thu 01:00PM - 02:15PM
UMTC, West Bank
Hubert H Humphrey Center 25
Enrollment Status:
Open (15 of 35 seats filled)
Also Offered:
Course Catalog Description:
Finance/accounting concepts/tools in public/nonprofit organizations. Fund accounting. Balance sheet/income statement analysis. Cash flow analysis. Public/nonprofit sector budgeting processes. Lectures, discussions. Cases. prereq: Public policy major/minor or major in development practice, public affairs or liberal studies or grad nonprofit mgmt cert or instr consent
Class Notes:
http://classinfo.umn.edu/?quisp004+PA5003+Fall2023
Class Description:

The financial environments for public and nonprofit organizations are changing. Governments are pressured to "do more with less" and nonprofit organizations are expected to "do better at doing good." In order to meet these challenges, it is important that managers of public and nonprofit organizations possess the fundamentals of financial analysis and management.


This is an introductory course to financial analysis and management in the context of public and nonprofit organizations. The primary learning objective of this course is how to obtain accurate financial information to make sound management decisions through the analyses of financial documents such as budgets and financial statements. The processes of producing such documents will be introduced but are not the focus of this course. Conceptual frameworks and analytical techniques will be emphasized and applied to analyze real-world financial problems.


Learning Objectives:

By the end of the semester, students should be able:

  • To obtain basic knowledge and terminology of budgeting and financial management;

  • To summarize budgetary process, revenues, and expenditures of a public or nonprofit organization;

  • To apply basic tools of financial analysis, such as break-even analysis and marginal cost analysis, in making simple financial decisions;

  • To know how financial information is organized and reported in the accounting system;

  • To interpret data in financial statements and relate them with each other; and

  • To determine and calculate financial ratios to assess financial condition

Grading:
Each class there will be an assignment that you are to prepare and submiy via email (You may work with others in completing the assignments.). These will not be graded. You should actively participate in class discussions and class problem-solving. Class discussion, timely assignment completion, and on-line attendance count toward your participation grade. Participation represents 12 points of your grade.

There will be a first exam (30 points) and a second exam (30 points) for this course taken at the Humphrey School. The first exam will be an analysis of a real budget and real financial statements of nonprofit and public organizations, word questions, and financial problems. The second exam will be an analysis of real annual financial reports of nonprofit and public organizations, word questions, and financial problems. The second exam ONLY covers material from the second half of the course.

The final assignment is a group project in which you will review the financials of a real government or nonprofit organization and present your findings to the class in person. You will be assigned to groups in the second week of class. The group should submit a 5+ page paper of your findings at the last class. The group will also present a power point presentation (no more than 10 minutes) of the findings at the last class. The group should provide me a copy of the power points and any other information that would be helpful. This group paper (20 points) and presentation (8 points) are worth 28 points.

First Test 30 points Second Test 30 points Group Project 28 points Class Participation 12 points Total 100 points
Class Format:
This class is "flipped." Traditional lectures are videotaped and made available on Moodle. Also, students will be able to "attend" sessions in their own homes via a WebEx software system. Students will log into the WebEx system to participate in the problem-solving sessions. There are 8 class periods generally an hour and 45 minutes. Class time is used to review assignments, review additional videos and/or material, and take exams.
Textbooks:
https://bookstores.umn.edu/course-lookup/23292/1239
Instructor Supplied Information Last Updated:
21 February 2017

Fall 2023  |  PA 5003 Section 002: Introduction to Financial Analysis and Management (23293)

Instructor(s)
Class Component:
Lecture
Credits:
1.5 Credits
Grading Basis:
A-F or Audit
Instructor Consent:
No Special Consent Required
Instruction Mode:
In Person
Enrollment Requirements:
PA: Pub Pol Major/Minor, Grad Major Dev Prac, Pub Aff, Lib Stud, NPM Cert
Times and Locations:
First Half of Term
 
09/05/2023 - 10/23/2023
Tue, Thu 04:00PM - 05:15PM
UMTC, West Bank
Blegen Hall 330
Enrollment Status:
Open (27 of 35 seats filled)
Also Offered:
Course Catalog Description:
Finance/accounting concepts/tools in public/nonprofit organizations. Fund accounting. Balance sheet/income statement analysis. Cash flow analysis. Public/nonprofit sector budgeting processes. Lectures, discussions. Cases. prereq: Public policy major/minor or major in development practice, public affairs or liberal studies or grad nonprofit mgmt cert or instr consent
Class Notes:
http://classinfo.umn.edu/?quisp004+PA5003+Fall2023
Class Description:

The financial environments for public and nonprofit organizations are changing. Governments are pressured to "do more with less" and nonprofit organizations are expected to "do better at doing good." In order to meet these challenges, it is important that managers of public and nonprofit organizations possess the fundamentals of financial analysis and management.


This is an introductory course to financial analysis and management in the context of public and nonprofit organizations. The primary learning objective of this course is how to obtain accurate financial information to make sound management decisions through the analyses of financial documents such as budgets and financial statements. The processes of producing such documents will be introduced but are not the focus of this course. Conceptual frameworks and analytical techniques will be emphasized and applied to analyze real-world financial problems.


Learning Objectives:

By the end of the semester, students should be able:

  • To obtain basic knowledge and terminology of budgeting and financial management;

  • To summarize budgetary process, revenues, and expenditures of a public or nonprofit organization;

  • To apply basic tools of financial analysis, such as break-even analysis and marginal cost analysis, in making simple financial decisions;

  • To know how financial information is organized and reported in the accounting system;

  • To interpret data in financial statements and relate them with each other; and

  • To determine and calculate financial ratios to assess financial condition

Grading:
Each class there will be an assignment that you are to prepare and submiy via email (You may work with others in completing the assignments.). These will not be graded. You should actively participate in class discussions and class problem-solving. Class discussion, timely assignment completion, and on-line attendance count toward your participation grade. Participation represents 12 points of your grade.

There will be a first exam (30 points) and a second exam (30 points) for this course taken at the Humphrey School. The first exam will be an analysis of a real budget and real financial statements of nonprofit and public organizations, word questions, and financial problems. The second exam will be an analysis of real annual financial reports of nonprofit and public organizations, word questions, and financial problems. The second exam ONLY covers material from the second half of the course.

The final assignment is a group project in which you will review the financials of a real government or nonprofit organization and present your findings to the class in person. You will be assigned to groups in the second week of class. The group should submit a 5+ page paper of your findings at the last class. The group will also present a power point presentation (no more than 10 minutes) of the findings at the last class. The group should provide me a copy of the power points and any other information that would be helpful. This group paper (20 points) and presentation (8 points) are worth 28 points.

First Test 30 points Second Test 30 points Group Project 28 points Class Participation 12 points Total 100 points
Class Format:
This class is "flipped." Traditional lectures are videotaped and made available on Moodle. Also, students will be able to "attend" sessions in their own homes via a WebEx software system. Students will log into the WebEx system to participate in the problem-solving sessions. There are 8 class periods generally an hour and 45 minutes. Class time is used to review assignments, review additional videos and/or material, and take exams.
Textbooks:
https://bookstores.umn.edu/course-lookup/23293/1239
Instructor Supplied Information Last Updated:
21 February 2017

Spring 2023  |  PA 5003 Section 002: Introduction to Financial Analysis and Management (57589)

Instructor(s)
Class Component:
Lecture
Credits:
1.5 Credits
Grading Basis:
A-F or Audit
Instructor Consent:
No Special Consent Required
Instruction Mode:
In Person
Enrollment Requirements:
PA: Pub Pol Major/Minor, Grad Major Dev Prac, Pub Aff, Lib Stud, NPM Cert
Times and Locations:
Second Half of Term
 
03/14/2023 - 05/01/2023
Mon, Wed 04:00PM - 05:15PM
UMTC, West Bank
Hubert H Humphrey Center 184
Enrollment Status:
Open (22 of 35 seats filled)
Also Offered:
Course Catalog Description:
Finance/accounting concepts/tools in public/nonprofit organizations. Fund accounting. Balance sheet/income statement analysis. Cash flow analysis. Public/nonprofit sector budgeting processes. Lectures, discussions. Cases. prereq: Public policy major/minor or major in development practice, public affairs or liberal studies or grad nonprofit mgmt cert or instr consent
Class Notes:
http://classinfo.umn.edu/?quisp004+PA5003+Spring2023
Class Description:

The financial environments for public and nonprofit organizations are changing. Governments are pressured to "do more with less" and nonprofit organizations are expected to "do better at doing good." In order to meet these challenges, it is important that managers of public and nonprofit organizations possess the fundamentals of financial analysis and management.


This is an introductory course to financial analysis and management in the context of public and nonprofit organizations. The primary learning objective of this course is how to obtain accurate financial information to make sound management decisions through the analyses of financial documents such as budgets and financial statements. The processes of producing such documents will be introduced but are not the focus of this course. Conceptual frameworks and analytical techniques will be emphasized and applied to analyze real-world financial problems.


Learning Objectives:

By the end of the semester, students should be able:

  • To obtain basic knowledge and terminology of budgeting and financial management;

  • To summarize budgetary process, revenues, and expenditures of a public or nonprofit organization;

  • To apply basic tools of financial analysis, such as break-even analysis and marginal cost analysis, in making simple financial decisions;

  • To know how financial information is organized and reported in the accounting system;

  • To interpret data in financial statements and relate them with each other; and

  • To determine and calculate financial ratios to assess financial condition

Grading:
Each class there will be an assignment that you are to prepare and submiy via email (You may work with others in completing the assignments.). These will not be graded. You should actively participate in class discussions and class problem-solving. Class discussion, timely assignment completion, and on-line attendance count toward your participation grade. Participation represents 12 points of your grade.

There will be a first exam (30 points) and a second exam (30 points) for this course taken at the Humphrey School. The first exam will be an analysis of a real budget and real financial statements of nonprofit and public organizations, word questions, and financial problems. The second exam will be an analysis of real annual financial reports of nonprofit and public organizations, word questions, and financial problems. The second exam ONLY covers material from the second half of the course.

The final assignment is a group project in which you will review the financials of a real government or nonprofit organization and present your findings to the class in person. You will be assigned to groups in the second week of class. The group should submit a 5+ page paper of your findings at the last class. The group will also present a power point presentation (no more than 10 minutes) of the findings at the last class. The group should provide me a copy of the power points and any other information that would be helpful. This group paper (20 points) and presentation (8 points) are worth 28 points.

First Test 30 points Second Test 30 points Group Project 28 points Class Participation 12 points Total 100 points
Class Format:
This class is "flipped." Traditional lectures are videotaped and made available on Moodle. Also, students will be able to "attend" sessions in their own homes via a WebEx software system. Students will log into the WebEx system to participate in the problem-solving sessions. There are 8 class periods generally an hour and 45 minutes. Class time is used to review assignments, review additional videos and/or material, and take exams.
Textbooks:
https://bookstores.umn.edu/course-lookup/57589/1233
Instructor Supplied Information Last Updated:
21 February 2017

Fall 2022  |  PA 5003 Section 001: Introduction to Financial Analysis and Management (23744)

Instructor(s)
Class Component:
Lecture
Credits:
1.5 Credits
Grading Basis:
A-F or Audit
Instructor Consent:
No Special Consent Required
Instruction Mode:
In Person
Enrollment Requirements:
PA: Pub Pol Major/Minor, Grad Major Dev Prac, Pub Aff, Lib Stud, NPM Cert
Times and Locations:
Second Half of Term
 
10/25/2022 - 12/14/2022
Mon 06:00PM - 08:45PM
UMTC, West Bank
Hubert H Humphrey Center 25
Enrollment Status:
Open (24 of 35 seats filled)
Also Offered:
Course Catalog Description:
Finance/accounting concepts/tools in public/nonprofit organizations. Fund accounting. Balance sheet/income statement analysis. Cash flow analysis. Public/nonprofit sector budgeting processes. Lectures, discussions. Cases. prereq: Public policy major/minor or major in development practice, public affairs or liberal studies or grad nonprofit mgmt cert or instr consent
Class Notes:
http://classinfo.umn.edu/?kiedr003+PA5003+Fall2022
Class Description:

The financial environments for public and nonprofit organizations are changing. Governments are pressured to "do more with less" and nonprofit organizations are expected to "do better at doing good." In order to meet these challenges, it is important that managers of public and nonprofit organizations possess the fundamentals of financial analysis and management.


This is an introductory course to financial analysis and management in the context of public and nonprofit organizations. The primary learning objective of this course is how to obtain accurate financial information to make sound management decisions through the analyses of financial documents such as budgets and financial statements. The processes of producing such documents will be introduced but are not the focus of this course. Conceptual frameworks and analytical techniques will be emphasized and applied to analyze real-world financial problems.


Who Should Take This Class?:
This course is required for MPP, MDP, and Nonprofit Certificate students. It is recommended for MPA students.
Learning Objectives:

By the end of the semester, students should be able:

  • To obtain basic knowledge and terminology of budgeting and financial management;

  • To summarize budgetary process, revenues, and expenditures of a public or nonprofit organization;

  • To apply basic tools of financial analysis, such as break-even analysis and marginal cost analysis, in making simple financial decisions;

  • To know how financial information is organized and reported in the accounting system;

  • To interpret data in financial statements and relate them with each other; and

  • To determine and calculate financial ratios to assess financial condition

Grading:
Each class there will be an assignment that you are to prepare and submit via Canvas (You may work with others in completing the assignments.). These will not be graded. You should actively participate in class discussions and class problem-solving. Class discussion, timely assignment completion, and attendance count toward your participation grade. Participation represents 12 points of your grade.

There will be a first exam (30 points) and a second exam (30 points) for this course taken at the Humphrey School. The first exam will be an analysis of a real budget and real financial statements of nonprofit and public organizations, word questions, and financial problems. The second exam will be an analysis of real annual financial reports of nonprofit and public organizations, word questions, and financial problems. The second exam ONLY covers material from the second half of the course.

The final assignment is a group project in which you will review the financials of a real government or nonprofit organization and present your findings to the class in person. You will be assigned to groups in the second week of class. The group should submit a 5+ page paper of its findings at the last class. The group will also present a power point presentation (no more than 10 minutes) of the findings at the last class. The group should provide a copy of the power points and any other information that would be helpful. This group paper (20 points) and presentation (8 points) are worth 28 points.

First Test 30 points Second Test 30 points Group Project 28 points Class Participation 12 points Total 100 points
Exam Format:
There will be a first exam (30 points) and a second exam (30 points) for this course. The first exam will be an analysis of a real budget and real financial statements of nonprofit and public organizations, word questions, and financial problems. The second exam will be an analysis of real annual financial reports of nonprofit and public organizations, word questions, and financial problems. The second exam ONLY covers material from the second half of the course.
Class Format:
This is a "flipped" course. Students will watch normal lectures on videos at home. There are 8 class periods. Class time is used to review material, review assignments, review additional videos emphasize key learnings, and take exams.
Workload:
6 Homework Assignment(s).
2 Exams I
1 Group Presentation. Students indicate that the workload is similar to other Humphrey courses. Generally, 3-5 hours per class is required.
Textbooks:
https://bookstores.umn.edu/course-lookup/23744/1229
Past Syllabi:
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Spring2020.docx (Spring 2020)
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Spring2019.docx (Spring 2019)
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Summer2018.docx (Summer 2018)
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Spring2018.docx (Spring 2018)
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Fall2017.docx (Fall 2017)
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Summer2017.docx (Summer 2017)
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Spring2017.docx (Spring 2017)
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Fall2015.pdf (Fall 2015)
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Summer2015.docx (Summer 2015)
Instructor Supplied Information Last Updated:
14 April 2022

Fall 2022  |  PA 5003 Section 002: Introduction to Financial Analysis and Management (23745)

Instructor(s)
Class Component:
Lecture
Credits:
1.5 Credits
Grading Basis:
A-F or Audit
Instructor Consent:
No Special Consent Required
Instruction Mode:
In Person
Enrollment Requirements:
PA: Pub Pol Major/Minor, Grad Major Dev Prac, Pub Aff, Lib Stud, NPM Cert
Times and Locations:
First Half of Term
 
09/06/2022 - 10/24/2022
Tue, Thu 04:00PM - 05:15PM
UMTC, West Bank
Hubert H Humphrey Center 60
Enrollment Status:
Open (30 of 35 seats filled)
Also Offered:
Course Catalog Description:
Finance/accounting concepts/tools in public/nonprofit organizations. Fund accounting. Balance sheet/income statement analysis. Cash flow analysis. Public/nonprofit sector budgeting processes. Lectures, discussions. Cases. prereq: Public policy major/minor or major in development practice, public affairs or liberal studies or grad nonprofit mgmt cert or instr consent
Class Notes:
http://classinfo.umn.edu/?quisp004+PA5003+Fall2022
Class Description:

The financial environments for public and nonprofit organizations are changing. Governments are pressured to "do more with less" and nonprofit organizations are expected to "do better at doing good." In order to meet these challenges, it is important that managers of public and nonprofit organizations possess the fundamentals of financial analysis and management.


This is an introductory course to financial analysis and management in the context of public and nonprofit organizations. The primary learning objective of this course is how to obtain accurate financial information to make sound management decisions through the analyses of financial documents such as budgets and financial statements. The processes of producing such documents will be introduced but are not the focus of this course. Conceptual frameworks and analytical techniques will be emphasized and applied to analyze real-world financial problems.


Learning Objectives:

By the end of the semester, students should be able:

  • To obtain basic knowledge and terminology of budgeting and financial management;

  • To summarize budgetary process, revenues, and expenditures of a public or nonprofit organization;

  • To apply basic tools of financial analysis, such as break-even analysis and marginal cost analysis, in making simple financial decisions;

  • To know how financial information is organized and reported in the accounting system;

  • To interpret data in financial statements and relate them with each other; and

  • To determine and calculate financial ratios to assess financial condition

Grading:
Each class there will be an assignment that you are to prepare and submiy via email (You may work with others in completing the assignments.). These will not be graded. You should actively participate in class discussions and class problem-solving. Class discussion, timely assignment completion, and on-line attendance count toward your participation grade. Participation represents 12 points of your grade.

There will be a first exam (30 points) and a second exam (30 points) for this course taken at the Humphrey School. The first exam will be an analysis of a real budget and real financial statements of nonprofit and public organizations, word questions, and financial problems. The second exam will be an analysis of real annual financial reports of nonprofit and public organizations, word questions, and financial problems. The second exam ONLY covers material from the second half of the course.

The final assignment is a group project in which you will review the financials of a real government or nonprofit organization and present your findings to the class in person. You will be assigned to groups in the second week of class. The group should submit a 5+ page paper of your findings at the last class. The group will also present a power point presentation (no more than 10 minutes) of the findings at the last class. The group should provide me a copy of the power points and any other information that would be helpful. This group paper (20 points) and presentation (8 points) are worth 28 points.

First Test 30 points Second Test 30 points Group Project 28 points Class Participation 12 points Total 100 points
Class Format:
This class is "flipped." Traditional lectures are videotaped and made available on Moodle. Also, students will be able to "attend" sessions in their own homes via a WebEx software system. Students will log into the WebEx system to participate in the problem-solving sessions. There are 8 class periods generally an hour and 45 minutes. Class time is used to review assignments, review additional videos and/or material, and take exams.
Textbooks:
https://bookstores.umn.edu/course-lookup/23745/1229
Instructor Supplied Information Last Updated:
21 February 2017

Spring 2022  |  PA 5003 Section 002: Introduction to Financial Analysis and Management (58961)

Instructor(s)
Class Component:
Lecture
Credits:
1.5 Credits
Grading Basis:
A-F or Audit
Instructor Consent:
No Special Consent Required
Instruction Mode:
In Person Term Based
Enrollment Requirements:
PA: Pub Pol Major/Minor, Grad Major Dev Prac, Pub Aff, Lib Stud, NPM Cert
Times and Locations:
Second Half of Term
 
03/15/2022 - 05/02/2022
Mon 06:00PM - 08:45PM
UMTC, West Bank
Hubert H Humphrey Center 184
Enrollment Status:
Open (17 of 35 seats filled)
Also Offered:
Course Catalog Description:
Finance/accounting concepts/tools in public/nonprofit organizations. Fund accounting. Balance sheet/income statement analysis. Cash flow analysis. Public/nonprofit sector budgeting processes. Lectures, discussions. Cases. prereq: Public policy major/minor or major in development practice, public affairs or liberal studies or grad nonprofit mgmt cert or instr consent
Class Notes:
http://classinfo.umn.edu/?kiedr003+PA5003+Spring2022
Class Description:

The financial environments for public and nonprofit organizations are changing. Governments are pressured to "do more with less" and nonprofit organizations are expected to "do better at doing good." In order to meet these challenges, it is important that managers of public and nonprofit organizations possess the fundamentals of financial analysis and management.


This is an introductory course to financial analysis and management in the context of public and nonprofit organizations. The primary learning objective of this course is how to obtain accurate financial information to make sound management decisions through the analyses of financial documents such as budgets and financial statements. The processes of producing such documents will be introduced but are not the focus of this course. Conceptual frameworks and analytical techniques will be emphasized and applied to analyze real-world financial problems.


Who Should Take This Class?:
This course is required for MPP, MDP, and Nonprofit Certificate students. It is recommended for MPA students.
Learning Objectives:

By the end of the semester, students should be able:

  • To obtain basic knowledge and terminology of budgeting and financial management;

  • To summarize budgetary process, revenues, and expenditures of a public or nonprofit organization;

  • To apply basic tools of financial analysis, such as break-even analysis and marginal cost analysis, in making simple financial decisions;

  • To know how financial information is organized and reported in the accounting system;

  • To interpret data in financial statements and relate them with each other; and

  • To determine and calculate financial ratios to assess financial condition

Grading:
Each class there will be an assignment that you are to prepare and submiy via email (You may work with others in completing the assignments.). These will not be graded. You should actively participate in class discussions and class problem-solving. Class discussion, timely assignment completion, and on-line attendance count toward your participation grade. Participation represents 12 points of your grade.

There will be a first exam (30 points) and a second exam (30 points) for this course taken at the Humphrey School. The first exam will be an analysis of a real budget and real financial statements of nonprofit and public organizations, word questions, and financial problems. The second exam will be an analysis of real annual financial reports of nonprofit and public organizations, word questions, and financial problems. The second exam ONLY covers material from the second half of the course.

The final assignment is a group project in which you will review the financials of a real government or nonprofit organization and present your findings to the class in person. You will be assigned to groups in the second week of class. The group should submit a 5+ page paper of your findings at the last class. The group will also present a power point presentation (no more than 10
minutes) of the findings at the last class. The group should provide me a copy of the power points and any other information that would be helpful. This group paper (20 points) and presentation (8 points) are worth 28 points.

First Test 30 points Second Test 30 points Group Project 28 points Class Participation 12 points Total 100 points
Exam Format:
There will be a first exam (30 points) and a second exam (30 points) for this course. The first exam will be an analysis of a real budget and real financial statements of nonprofit and public organizations, word questions, and financial problems. The second exam will be an analysis of real annual financial reports of nonprofit and public organizations, word questions, and financial problems. The second exam ONLY covers material from the second half of the course.
Class Format:
This is a "flipped" course. Students will watch normal lectures on videos at home. There are 8 class periods. Class time is used to review material, solve assignments, review additional videos and/or material, and take exams.
Workload:
6 Homework Assignment(s).
2 Exams In person.
1 Group Presentation in person. Students indicate that the workload is similar to other Humphrey courses. Generally, 3-5 hours per class is required.
Textbooks:
https://bookstores.umn.edu/course-lookup/58961/1223
Past Syllabi:
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Spring2020.docx (Spring 2020)
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Spring2019.docx (Spring 2019)
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Summer2018.docx (Summer 2018)
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Spring2018.docx (Spring 2018)
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Fall2017.docx (Fall 2017)
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Summer2017.docx (Summer 2017)
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Spring2017.docx (Spring 2017)
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Fall2015.pdf (Fall 2015)
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Summer2015.docx (Summer 2015)
Instructor Supplied Information Last Updated:
10 November 2021

Fall 2021  |  PA 5003 Section 001: Introduction to Financial Analysis and Management (25769)

Instructor(s)
Class Component:
Lecture
Credits:
1.5 Credits
Grading Basis:
A-F or Audit
Instructor Consent:
No Special Consent Required
Instruction Mode:
In Person Term Based
Enrollment Requirements:
PA: Pub Pol Major/Minor, Grad Major Dev Prac, Pub Aff, Lib Stud, NPM Cert
Times and Locations:
First Half of Term
 
09/07/2021 - 10/25/2021
Mon 06:00PM - 08:45PM
UMTC, West Bank
Hubert H Humphrey Center 25
Enrollment Status:
Closed (37 of 36 seats filled)
Also Offered:
Course Catalog Description:
Finance/accounting concepts/tools in public/nonprofit organizations. Fund accounting. Balance sheet/income statement analysis. Cash flow analysis. Public/nonprofit sector budgeting processes. Lectures, discussions. Cases. prereq: Public policy major/minor or major in development practice, public affairs or liberal studies or grad nonprofit mgmt cert or instr consent
Class Notes:
http://classinfo.umn.edu/?kiedr003+PA5003+Fall2021
Class Description:

The financial environments for public and nonprofit organizations are changing. Governments are pressured to "do more with less" and nonprofit organizations are expected to "do better at doing good." In order to meet these challenges, it is important that managers of public and nonprofit organizations possess the fundamentals of financial analysis and management.


This is an introductory course to financial analysis and management in the context of public and nonprofit organizations. The primary learning objective of this course is how to obtain accurate financial information to make sound management decisions through the analyses of financial documents such as budgets and financial statements. The processes of producing such documents will be introduced but are not the focus of this course. Conceptual frameworks and analytical techniques will be emphasized and applied to analyze real-world financial problems.


Who Should Take This Class?:
This course is required for MPP, MDP, and Nonprofit Certificate students. It is recommended for MPA students.
Learning Objectives:

By the end of the semester, students should be able:

  • To obtain basic knowledge and terminology of budgeting and financial management;

  • To summarize budgetary process, revenues, and expenditures of a public or nonprofit organization;

  • To apply basic tools of financial analysis, such as break-even analysis and marginal cost analysis, in making simple financial decisions;

  • To know how financial information is organized and reported in the accounting system;

  • To interpret data in financial statements and relate them with each other; and

  • To determine and calculate financial ratios to assess financial condition

Grading:
Each class there will be an assignment that you are to prepare and submiy via email (You may work with others in completing the assignments.). These will not be graded. You should actively participate in class discussions and class problem-solving. Class discussion, timely assignment completion, and on-line attendance count toward your participation grade. Participation represents 12 points of your grade.

There will be a first exam (30 points) and a second exam (30 points) for this course taken at the Humphrey School. The first exam will be an analysis of a real budget and real financial statements of nonprofit and public organizations, word questions, and financial problems. The second exam will be an analysis of real annual financial reports of nonprofit and public organizations, word questions, and financial problems. The second exam ONLY covers material from the second half of the course.

The final assignment is a group project in which you will review the financials of a real government or nonprofit organization and present your findings to the class in person. You will be assigned to groups in the second week of class. The group should submit a 5+ page paper of your findings at the last class. The group will also present a power point presentation (no more than 10
minutes) of the findings at the last class. The group should provide me a copy of the power points and any other information that would be helpful. This group paper (20 points) and presentation (8 points) are worth 28 points.

First Test 30 points Second Test 30 points Group Project 28 points Class Participation 12 points Total 100 points
Exam Format:
There will be a first exam (30 points) and a second exam (30 points) for this course. The first exam will be an analysis of a real budget and real financial statements of nonprofit and public organizations, word questions, and financial problems. The second exam will be an analysis of real annual financial reports of nonprofit and public organizations, word questions, and financial problems. The second exam ONLY covers material from the second half of the course.
Class Format:
This is a "flipped" course. Students will watch normal lectures on videos at home. There are 8 class periods. Class time is used to review material, solve assignments, review additional videos and/or material, and take exams. Students in the online format will link-up through WebEx for all classes except for the 4th and 8th classes in which exams and presentations must occur in person.
Workload:
6 Homework Assignment(s).
2 Exams In person.
1 Group Presentation in person. Students indicate that the workload is similar to other Humphrey courses. Generally, 3-5 hours per class is required.
Textbooks:
https://bookstores.umn.edu/course-lookup/25769/1219
Past Syllabi:
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Spring2020.docx (Spring 2020)
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Spring2019.docx (Spring 2019)
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Summer2018.docx (Summer 2018)
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Spring2018.docx (Spring 2018)
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Fall2017.docx (Fall 2017)
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Summer2017.docx (Summer 2017)
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Spring2017.docx (Spring 2017)
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Fall2015.pdf (Fall 2015)
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Summer2015.docx (Summer 2015)
Instructor Supplied Information Last Updated:
28 March 2018

Fall 2021  |  PA 5003 Section 002: Introduction to Financial Analysis and Management (25770)

Instructor(s)
Class Component:
Lecture
Credits:
1.5 Credits
Grading Basis:
A-F or Audit
Instructor Consent:
No Special Consent Required
Instruction Mode:
In Person Term Based
Enrollment Requirements:
PA: Pub Pol Major/Minor, Grad Major Dev Prac, Pub Aff, Lib Stud, NPM Cert
Times and Locations:
Second Half of Term
 
10/26/2021 - 12/15/2021
Tue 06:00PM - 08:45PM
UMTC, West Bank
Hubert H Humphrey Center 25
Enrollment Status:
Open (32 of 35 seats filled)
Also Offered:
Course Catalog Description:
Finance/accounting concepts/tools in public/nonprofit organizations. Fund accounting. Balance sheet/income statement analysis. Cash flow analysis. Public/nonprofit sector budgeting processes. Lectures, discussions. Cases. prereq: Public policy major/minor or major in development practice, public affairs or liberal studies or grad nonprofit mgmt cert or instr consent
Class Notes:
http://classinfo.umn.edu/?kiedr003+PA5003+Fall2021
Class Description:

The financial environments for public and nonprofit organizations are changing. Governments are pressured to "do more with less" and nonprofit organizations are expected to "do better at doing good." In order to meet these challenges, it is important that managers of public and nonprofit organizations possess the fundamentals of financial analysis and management.


This is an introductory course to financial analysis and management in the context of public and nonprofit organizations. The primary learning objective of this course is how to obtain accurate financial information to make sound management decisions through the analyses of financial documents such as budgets and financial statements. The processes of producing such documents will be introduced but are not the focus of this course. Conceptual frameworks and analytical techniques will be emphasized and applied to analyze real-world financial problems.


Who Should Take This Class?:
This course is required for MPP, MDP, and Nonprofit Certificate students. It is recommended for MPA students.
Learning Objectives:

By the end of the semester, students should be able:

  • To obtain basic knowledge and terminology of budgeting and financial management;

  • To summarize budgetary process, revenues, and expenditures of a public or nonprofit organization;

  • To apply basic tools of financial analysis, such as break-even analysis and marginal cost analysis, in making simple financial decisions;

  • To know how financial information is organized and reported in the accounting system;

  • To interpret data in financial statements and relate them with each other; and

  • To determine and calculate financial ratios to assess financial condition

Grading:
Each class there will be an assignment that you are to prepare and submiy via email (You may work with others in completing the assignments.). These will not be graded. You should actively participate in class discussions and class problem-solving. Class discussion, timely assignment completion, and on-line attendance count toward your participation grade. Participation represents 12 points of your grade.

There will be a first exam (30 points) and a second exam (30 points) for this course taken at the Humphrey School. The first exam will be an analysis of a real budget and real financial statements of nonprofit and public organizations, word questions, and financial problems. The second exam will be an analysis of real annual financial reports of nonprofit and public organizations, word questions, and financial problems. The second exam ONLY covers material from the second half of the course.

The final assignment is a group project in which you will review the financials of a real government or nonprofit organization and present your findings to the class in person. You will be assigned to groups in the second week of class. The group should submit a 5+ page paper of your findings at the last class. The group will also present a power point presentation (no more than 10
minutes) of the findings at the last class. The group should provide me a copy of the power points and any other information that would be helpful. This group paper (20 points) and presentation (8 points) are worth 28 points.

First Test 30 points Second Test 30 points Group Project 28 points Class Participation 12 points Total 100 points
Exam Format:
There will be a first exam (30 points) and a second exam (30 points) for this course. The first exam will be an analysis of a real budget and real financial statements of nonprofit and public organizations, word questions, and financial problems. The second exam will be an analysis of real annual financial reports of nonprofit and public organizations, word questions, and financial problems. The second exam ONLY covers material from the second half of the course.
Class Format:
This is a "flipped" course. Students will watch normal lectures on videos at home. There are 8 class periods. Class time is used to review material, solve assignments, review additional videos and/or material, and take exams. Students in the online format will link-up through WebEx for all classes except for the 4th and 8th classes in which exams and presentations must occur in person.
Workload:
6 Homework Assignment(s).
2 Exams In person.
1 Group Presentation in person. Students indicate that the workload is similar to other Humphrey courses. Generally, 3-5 hours per class is required.
Textbooks:
https://bookstores.umn.edu/course-lookup/25770/1219
Past Syllabi:
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Spring2020.docx (Spring 2020)
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Spring2019.docx (Spring 2019)
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Summer2018.docx (Summer 2018)
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Spring2018.docx (Spring 2018)
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Fall2017.docx (Fall 2017)
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Summer2017.docx (Summer 2017)
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Spring2017.docx (Spring 2017)
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Fall2015.pdf (Fall 2015)
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Summer2015.docx (Summer 2015)
Instructor Supplied Information Last Updated:
28 March 2018

Summer 2021  |  PA 5003 Section 001: Introduction to Financial Analysis and Management (83018)

Instructor(s)
Class Component:
Lecture
Credits:
1.5 Credits
Grading Basis:
Student Option
Instructor Consent:
No Special Consent Required
Instruction Mode:
In Person Term Based
Enrollment Requirements:
PA: Pub Pol Major/Minor, Grad Major Dev Prac, Pub Aff, Lib Stud, NPM Cert
Times and Locations:
Regular Academic Session
 
07/01/2021 - 07/29/2021
Mon, Thu 06:00PM - 08:45PM
UMTC, West Bank
Carlson School of Management 1-147
Enrollment Status:
Open (7 of 30 seats filled)
Also Offered:
Course Catalog Description:
Finance/accounting concepts/tools in public/nonprofit organizations. Fund accounting. Balance sheet/income statement analysis. Cash flow analysis. Public/nonprofit sector budgeting processes. Lectures, discussions. Cases. prereq: Public policy major/minor or major in development practice, public affairs or liberal studies or grad nonprofit mgmt cert or instr consent
Class Notes:
Class will be offered as an IN PERSON class only. http://classinfo.umn.edu/?kiedr003+PA5003+Summer2021.
Class Description:

The financial environments for public and nonprofit organizations are changing. Governments are pressured to "do more with less" and nonprofit organizations are expected to "do better at doing good." In order to meet these challenges, it is important that managers of public and nonprofit organizations possess the fundamentals of financial analysis and management.


This is an introductory course to financial analysis and management in the context of public and nonprofit organizations. The primary learning objective of this course is how to obtain accurate financial information to make sound management decisions through the analyses of financial documents such as budgets and financial statements. The processes of producing such documents will be introduced but are not the focus of this course. Conceptual frameworks and analytical techniques will be emphasized and applied to analyze real-world financial problems.


Who Should Take This Class?:
This course is required for MPP, MDP, and Nonprofit Certificate students. It is recommended for MPA students.
Learning Objectives:

By the end of the semester, students should be able:

  • To obtain basic knowledge and terminology of budgeting and financial management;

  • To summarize budgetary process, revenues, and expenditures of a public or nonprofit organization;

  • To apply basic tools of financial analysis, such as break-even analysis and marginal cost analysis, in making simple financial decisions;

  • To know how financial information is organized and reported in the accounting system;

  • To interpret data in financial statements and relate them with each other; and

  • To determine and calculate financial ratios to assess financial condition

Grading:
Each class there will be an assignment that you are to prepare and submiy via email (You may work with others in completing the assignments.). These will not be graded. You should actively participate in class discussions and class problem-solving. Class discussion, timely assignment completion, and on-line attendance count toward your participation grade. Participation represents 12 points of your grade.

There will be a first exam (30 points) and a second exam (30 points) for this course taken at the Humphrey School. The first exam will be an analysis of a real budget and real financial statements of nonprofit and public organizations, word questions, and financial problems. The second exam will be an analysis of real annual financial reports of nonprofit and public organizations, word questions, and financial problems. The second exam ONLY covers material from the second half of the course.

The final assignment is a group project in which you will review the financials of a real government or nonprofit organization and present your findings to the class in person. You will be assigned to groups in the second week of class. The group should submit a 5+ page paper of your findings at the last class. The group will also present a power point presentation (no more than 10
minutes) of the findings at the last class. The group should provide me a copy of the power points and any other information that would be helpful. This group paper (20 points) and presentation (8 points) are worth 28 points.

First Test 30 points Second Test 30 points Group Project 28 points Class Participation 12 points Total 100 points
Exam Format:
There will be a first exam (30 points) and a second exam (30 points) for this course. The first exam will be an analysis of a real budget and real financial statements of nonprofit and public organizations, word questions, and financial problems. The second exam will be an analysis of real annual financial reports of nonprofit and public organizations, word questions, and financial problems. The second exam ONLY covers material from the second half of the course.
Class Format:
This is a "flipped" course. Students will watch normal lectures on videos at home. There are 8 class periods. Class time is used to review material, solve assignments, review additional videos and/or material, and take exams. Students in the online format will link-up through WebEx for all classes except for the 4th and 8th classes in which exams and presentations must occur in person.
Workload:
6 Homework Assignment(s).
2 Exams In person.
1 Group Presentation in person. Students indicate that the workload is similar to other Humphrey courses. Generally, 3-5 hours per class is required.
Textbooks:
https://bookstores.umn.edu/course-lookup/83018/1215
Past Syllabi:
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Spring2020.docx (Spring 2020)
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Spring2019.docx (Spring 2019)
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Summer2018.docx (Summer 2018)
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Spring2018.docx (Spring 2018)
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Fall2017.docx (Fall 2017)
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Summer2017.docx (Summer 2017)
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Spring2017.docx (Spring 2017)
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Fall2015.pdf (Fall 2015)
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Summer2015.docx (Summer 2015)
Instructor Supplied Information Last Updated:
28 March 2018

Spring 2021  |  PA 5003 Section 002: Introduction to Financial Analysis and Management (54147)

Instructor(s)
Class Component:
Lecture
Credits:
1.5 Credits
Grading Basis:
A-F or Audit
Instructor Consent:
No Special Consent Required
Instruction Mode:
Partially Online
Class Attributes:
Online Course
Enrollment Requirements:
PA: Pub Pol Major/Minor, Grad Major Dev Prac, Pub Aff, Lib Stud, NPM Cert
Times and Locations:
Second Half of Term
 
03/09/2021 - 05/03/2021
Mon 06:00PM - 08:45PM
UMTC, West Bank
Carlson School of Management 1-147
 
03/09/2021 - 05/03/2021
Mon 06:00PM - 08:45PM
UMTC, West Bank
UMN ONLINE-HYB
Enrollment Status:
Open (14 of 30 seats filled)
Also Offered:
Course Catalog Description:
Finance/accounting concepts/tools in public/nonprofit organizations. Fund accounting. Balance sheet/income statement analysis. Cash flow analysis. Public/nonprofit sector budgeting processes. Lectures, discussions. Cases. prereq: Public policy major/minor or major in development practice, public affairs or liberal studies or grad nonprofit mgmt cert or instr consent
Class Notes:
Class will be offered as a BLENDED class. All sessions will be offered as HyFlex classes, and students will be able to attend either in person or remotely. http://classinfo.umn.edu/?kiedr003+PA5003+Spring2021
Class Description:

The financial environments for public and nonprofit organizations are changing. Governments are pressured to "do more with less" and nonprofit organizations are expected to "do better at doing good." In order to meet these challenges, it is important that managers of public and nonprofit organizations possess the fundamentals of financial analysis and management.


This is an introductory course to financial analysis and management in the context of public and nonprofit organizations. The primary learning objective of this course is how to obtain accurate financial information to make sound management decisions through the analyses of financial documents such as budgets and financial statements. The processes of producing such documents will be introduced but are not the focus of this course. Conceptual frameworks and analytical techniques will be emphasized and applied to analyze real-world financial problems.


Who Should Take This Class?:
This course is required for MPP, MDP, and Nonprofit Certificate students. It is recommended for MPA students.
Learning Objectives:

By the end of the semester, students should be able:

  • To obtain basic knowledge and terminology of budgeting and financial management;

  • To summarize budgetary process, revenues, and expenditures of a public or nonprofit organization;

  • To apply basic tools of financial analysis, such as break-even analysis and marginal cost analysis, in making simple financial decisions;

  • To know how financial information is organized and reported in the accounting system;

  • To interpret data in financial statements and relate them with each other; and

  • To determine and calculate financial ratios to assess financial condition

Grading:
Each class there will be an assignment that you are to prepare and submiy via email (You may work with others in completing the assignments.). These will not be graded. You should actively participate in class discussions and class problem-solving. Class discussion, timely assignment completion, and on-line attendance count toward your participation grade. Participation represents 12 points of your grade.

There will be a first exam (30 points) and a second exam (30 points) for this course taken at the Humphrey School. The first exam will be an analysis of a real budget and real financial statements of nonprofit and public organizations, word questions, and financial problems. The second exam will be an analysis of real annual financial reports of nonprofit and public organizations, word questions, and financial problems. The second exam ONLY covers material from the second half of the course.

The final assignment is a group project in which you will review the financials of a real government or nonprofit organization and present your findings to the class in person. You will be assigned to groups in the second week of class. The group should submit a 5+ page paper of your findings at the last class. The group will also present a power point presentation (no more than 10
minutes) of the findings at the last class. The group should provide me a copy of the power points and any other information that would be helpful. This group paper (20 points) and presentation (8 points) are worth 28 points.

First Test 30 points Second Test 30 points Group Project 28 points Class Participation 12 points Total 100 points
Exam Format:
There will be a first exam (30 points) and a second exam (30 points) for this course. The first exam will be an analysis of a real budget and real financial statements of nonprofit and public organizations, word questions, and financial problems. The second exam will be an analysis of real annual financial reports of nonprofit and public organizations, word questions, and financial problems. The second exam ONLY covers material from the second half of the course.
Class Format:
This is a "flipped" course. Students will watch normal lectures on videos at home. There are 8 class periods. Class time is used to review material, solve assignments, review additional videos and/or material, and take exams. Students in the online format will link-up through WebEx for all classes except for the 4th and 8th classes in which exams and presentations must occur in person.
Workload:
6 Homework Assignment(s).
2 Exams In person.
1 Group Presentation in person. Students indicate that the workload is similar to other Humphrey courses. Generally, 3-5 hours per class is required.
Textbooks:
https://bookstores.umn.edu/course-lookup/54147/1213
Past Syllabi:
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Spring2020.docx (Spring 2020)
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Spring2019.docx (Spring 2019)
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Summer2018.docx (Summer 2018)
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Spring2018.docx (Spring 2018)
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Fall2017.docx (Fall 2017)
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Summer2017.docx (Summer 2017)
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Spring2017.docx (Spring 2017)
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Fall2015.pdf (Fall 2015)
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Summer2015.docx (Summer 2015)
Instructor Supplied Information Last Updated:
28 March 2018

Fall 2020  |  PA 5003 Section 001: Introduction to Financial Analysis and Management (20639)

Instructor(s)
Class Component:
Lecture
Credits:
1.5 Credits
Grading Basis:
A-F or Audit
Instructor Consent:
No Special Consent Required
Instruction Mode:
Completely Online
Class Attributes:
Online Course
Enrollment Requirements:
PA: Pub Pol Major/Minor, Grad Major Dev Prac, Pub Aff, Lib Stud, NPM Cert
Times and Locations:
First Half of Term
 
09/08/2020 - 10/26/2020
Wed 06:00PM - 08:45PM
Off Campus
UMN REMOTE
Enrollment Status:
Open (27 of 35 seats filled)
Also Offered:
Course Catalog Description:
Finance/accounting concepts/tools in public/nonprofit organizations. Fund accounting. Balance sheet/income statement analysis. Cash flow analysis. Public/nonprofit sector budgeting processes. Lectures, discussions. Cases. prereq: Public policy major/minor or major in development practice, public affairs or liberal studies or grad nonprofit mgmt cert or instr consent
Class Notes:
PA 5003-1 will be offered REMOTELY. Class will meet synchronously-online during Fall 2020 (1st half), Wednesdays, 6:00 - 8:45 This class will also be offered in Spring 2021. http://classinfo.umn.edu/?zrzhao+PA5003+Fall2020
Class Description:
Understanding how public and nonprofit organizations manage financial resources is vitally important to understanding their health and where they place their priorities. Being able to budget will give you an advantage in securing resources. Being able to read a financial statement of a nonprofit will assist you in understanding the net worth of a nonprofit. Being able to analyze the financial statements of a government will suggest to you the economic vitality of the community. The financial environments for public and nonprofit organizations are changing. Governments are pressured to "do more with less" and nonprofit organizations are expected to "do better at doing good". In order to meet these challenges, it is important that managers and employees of public and nonprofit organizations possess the fundamentals of budgeting and financial analysis. This is an introductory course to budgeting and financial analysis in the context of public and nonprofit organizations. The primary learning objective of this course is how to obtain accurate financial information to make sound management decisions through the analyses of financial documents such as budgets and financial statements. The processes of producing such documents will be introduced but are not the focus of this course. Conceptual frameworks and analytical techniques will be emphasized and applied to analyze real-world financial problems.
Learning Objectives:
By the end of the course, students should be able:

Understand financial management as an integral part of nonprofit/public management

Obtain basic knowledge, terminology, and skills in nonprofit/public budgeting, accounting, and financial statements

Develop the capability to perform basic budget and financial analysis of nonprofit/public organizations

Improve communication and writing skills regarding financial matters
Grading:

Grading will be based on a mid-term exam (25%), a final exam (30%),three individual assignments (15%), a group project (20%), and on class participation (10%).

Exam Format:
Class Format:
Lectures, group discussions, in-class exercises, and student presentations
Workload:
Required Textbook: Financial Management in the Public Sector: Tools, Applications, and Cases (3rd E)Author: Xiaohu Wang; Publisher: ISBN-13:978-0765636898
(Look to syllabus for specific assignments or more information on work load.)
Textbooks:
https://bookstores.umn.edu/course-lookup/20639/1209
Past Syllabi:
http://classinfo.umn.edu/syllabi/zrzhao_PA5003_Spring2017.doc (Spring 2017)
http://classinfo.umn.edu/syllabi/zrzhao_PA5003_Spring2016.doc (Spring 2016)
http://classinfo.umn.edu/syllabi/zrzhao_PA5003_Fall2015.pdf (Fall 2015)
Instructor Supplied Information Last Updated:
21 February 2017

Fall 2020  |  PA 5003 Section 002: Introduction to Financial Analysis and Management (20640)

Instructor(s)
Class Component:
Lecture
Credits:
1.5 Credits
Grading Basis:
A-F or Audit
Instructor Consent:
No Special Consent Required
Instruction Mode:
Partially Online
Enrollment Requirements:
PA: Pub Pol Major/Minor, Grad Major Dev Prac, Pub Aff, Lib Stud, NPM Cert
Times and Locations:
Second Half of Term
 
10/27/2020
Tue 06:00PM - 08:45PM
UMTC, West Bank
Hanson Hall 1-106
 
11/10/2020
Tue 06:00PM - 08:45PM
UMTC, West Bank
Hanson Hall 1-106
 
11/24/2020
Tue 06:00PM - 08:45PM
UMTC, West Bank
Hanson Hall 1-106
 
12/08/2020
Tue 06:00PM - 08:45PM
UMTC, West Bank
Hanson Hall 1-106
 
10/27/2020 - 12/16/2020
UMTC, West Bank
UMN ONLINE-HYB
Enrollment Status:
Open (11 of 34 seats filled)
Also Offered:
Course Catalog Description:
Finance/accounting concepts/tools in public/nonprofit organizations. Fund accounting. Balance sheet/income statement analysis. Cash flow analysis. Public/nonprofit sector budgeting processes. Lectures, discussions. Cases. prereq: Public policy major/minor or major in development practice, public affairs or liberal studies or grad nonprofit mgmt cert or instr consent
Class Notes:
Class meets in person on Oct 27, Nov 10, and Nov 24. Lectures will be held synchronously online on the other weeks and after Thanksgiving break. PA 5003 will also be offered in Spring 2021. http://classinfo.umn.edu/?zrzhao+PA5003+Fall2020
Class Description:
Understanding how public and nonprofit organizations manage financial resources is vitally important to understanding their health and where they place their priorities. Being able to budget will give you an advantage in securing resources. Being able to read a financial statement of a nonprofit will assist you in understanding the net worth of a nonprofit. Being able to analyze the financial statements of a government will suggest to you the economic vitality of the community. The financial environments for public and nonprofit organizations are changing. Governments are pressured to "do more with less" and nonprofit organizations are expected to "do better at doing good". In order to meet these challenges, it is important that managers and employees of public and nonprofit organizations possess the fundamentals of budgeting and financial analysis. This is an introductory course to budgeting and financial analysis in the context of public and nonprofit organizations. The primary learning objective of this course is how to obtain accurate financial information to make sound management decisions through the analyses of financial documents such as budgets and financial statements. The processes of producing such documents will be introduced but are not the focus of this course. Conceptual frameworks and analytical techniques will be emphasized and applied to analyze real-world financial problems.
Learning Objectives:
By the end of the course, students should be able:

Understand financial management as an integral part of nonprofit/public management

Obtain basic knowledge, terminology, and skills in nonprofit/public budgeting, accounting, and financial statements

Develop the capability to perform basic budget and financial analysis of nonprofit/public organizations

Improve communication and writing skills regarding financial matters
Grading:

Grading will be based on a mid-term exam (25%), a final exam (30%),three individual assignments (15%), a group project (20%), and on class participation (10%).

Exam Format:
Class Format:
Lectures, group discussions, in-class exercises, and student presentations
Workload:
Required Textbook: Financial Management in the Public Sector: Tools, Applications, and Cases (3rd E)Author: Xiaohu Wang; Publisher: ISBN-13:978-0765636898
(Look to syllabus for specific assignments or more information on work load.)
Textbooks:
https://bookstores.umn.edu/course-lookup/20640/1209
Past Syllabi:
http://classinfo.umn.edu/syllabi/zrzhao_PA5003_Spring2017.doc (Spring 2017)
http://classinfo.umn.edu/syllabi/zrzhao_PA5003_Spring2016.doc (Spring 2016)
http://classinfo.umn.edu/syllabi/zrzhao_PA5003_Fall2015.pdf (Fall 2015)
Instructor Supplied Information Last Updated:
21 February 2017

Summer 2020  |  PA 5003 Section 001: Introduction to Financial Analysis and Management (87573)

Instructor(s)
Class Component:
Lecture
Instructor Consent:
No Special Consent Required
Instruction Mode:
Completely Online
Class Attributes:
Online Course
Times and Locations:
Regular Academic Session
 
07/13/2020
Mon 06:00PM - 08:45PM
Off Campus
Virtual Rooms ONLINEONLY
 
07/27/2020
Mon 06:00PM - 08:45PM
Off Campus
Virtual Rooms ONLINEONLY
Enrollment Status:
Open (26 of 30 seats filled)
Also Offered:
Course Catalog Description:
Finance/accounting concepts/tools in public/nonprofit organizations. Fund accounting. Balance sheet/income statement analysis. Cash flow analysis. Public/nonprofit sector budgeting processes. Lectures, discussions. Cases. prereq: Public policy major/minor or major in development practice, public affairs or liberal studies or grad nonprofit mgmt cert or instr consent
Class Notes:
http://classinfo.umn.edu/?kiedr003+PA5003+Summer2020.
Class Description:

The financial environments for public and nonprofit organizations are changing. Governments are pressured to "do more with less" and nonprofit organizations are expected to "do better at doing good." In order to meet these challenges, it is important that managers of public and nonprofit organizations possess the fundamentals of financial analysis and management.


This is an introductory course to financial analysis and management in the context of public and nonprofit organizations. The primary learning objective of this course is how to obtain accurate financial information to make sound management decisions through the analyses of financial documents such as budgets and financial statements. The processes of producing such documents will be introduced but are not the focus of this course. Conceptual frameworks and analytical techniques will be emphasized and applied to analyze real-world financial problems.


Who Should Take This Class?:
This course is required for MPP, MDP, and Nonprofit Certificate students. It is recommended for MPA students.
Learning Objectives:

By the end of the semester, students should be able:

  • To obtain basic knowledge and terminology of budgeting and financial management;

  • To summarize budgetary process, revenues, and expenditures of a public or nonprofit organization;

  • To apply basic tools of financial analysis, such as break-even analysis and marginal cost analysis, in making simple financial decisions;

  • To know how financial information is organized and reported in the accounting system;

  • To interpret data in financial statements and relate them with each other; and

  • To determine and calculate financial ratios to assess financial condition

Grading:
Each class there will be an assignment that you are to prepare and submiy via email (You may work with others in completing the assignments.). These will not be graded. You should actively participate in class discussions and class problem-solving. Class discussion, timely assignment completion, and on-line attendance count toward your participation grade. Participation represents 12 points of your grade.

There will be a first exam (30 points) and a second exam (30 points) for this course taken at the Humphrey School. The first exam will be an analysis of a real budget and real financial statements of nonprofit and public organizations, word questions, and financial problems. The second exam will be an analysis of real annual financial reports of nonprofit and public organizations, word questions, and financial problems. The second exam ONLY covers material from the second half of the course.

The final assignment is a group project in which you will review the financials of a real government or nonprofit organization and present your findings to the class in person. You will be assigned to groups in the second week of class. The group should submit a 5+ page paper of your findings at the last class. The group will also present a power point presentation (no more than 10
minutes) of the findings at the last class. The group should provide me a copy of the power points and any other information that would be helpful. This group paper (20 points) and presentation (8 points) are worth 28 points.

First Test 30 points Second Test 30 points Group Project 28 points Class Participation 12 points Total 100 points
Exam Format:
There will be a first exam (30 points) and a second exam (30 points) for this course. The first exam will be an analysis of a real budget and real financial statements of nonprofit and public organizations, word questions, and financial problems. The second exam will be an analysis of real annual financial reports of nonprofit and public organizations, word questions, and financial problems. The second exam ONLY covers material from the second half of the course.
Class Format:
This is a "flipped" course. Students will watch normal lectures on videos at home. There are 8 class periods. Class time is used to review material, solve assignments, review additional videos and/or material, and take exams. Students in the online format will link-up through WebEx for all classes except for the 4th and 8th classes in which exams and presentations must occur in person.
Workload:
6 Homework Assignment(s).
2 Exams In person.
1 Group Presentation in person. Students indicate that the workload is similar to other Humphrey courses. Generally, 3-5 hours per class is required.
Textbooks:
https://bookstores.umn.edu/course-lookup/87573/1205
Past Syllabi:
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Spring2020.docx (Spring 2020)
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Spring2019.docx (Spring 2019)
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Summer2018.docx (Summer 2018)
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Spring2018.docx (Spring 2018)
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Fall2017.docx (Fall 2017)
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Summer2017.docx (Summer 2017)
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Spring2017.docx (Spring 2017)
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Fall2015.pdf (Fall 2015)
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Summer2015.docx (Summer 2015)
Instructor Supplied Information Last Updated:
28 March 2018

Summer 2020  |  PA 5003 Section 002: Introduction to Financial Analysis and Management (84293)

Instructor(s)
Class Component:
Discussion
Class Attributes:
Online Course
Times and Locations:
Regular Academic Session
 
07/02/2020 - 07/09/2020
Mon, Thu 06:00PM - 08:45PM
Off Campus
Virtual Rooms ONLINEONLY
 
07/16/2020 - 07/23/2020
Mon, Thu 06:00PM - 08:45PM
Off Campus
Virtual Rooms ONLINEONLY
Auto Enrolls With:
Section 001
Enrollment Status:
Open (14 of 15 seats filled)
Course Catalog Description:
Finance/accounting concepts/tools in public/nonprofit organizations. Fund accounting. Balance sheet/income statement analysis. Cash flow analysis. Public/nonprofit sector budgeting processes. Lectures, discussions. Cases. prereq: Public policy major/minor or major in development practice, public affairs or liberal studies or grad nonprofit mgmt cert or instr consent
Class Notes:
Meets 7/2 - 7/27/20 (Mon/Thu, 6:00-8:45). All students attend 7/13 and 7/27/20 in-person sessions (sec 1). Students will attend other sessions online synchronously (sec 2) OR in person (sec 3). Register for sec 2 or 3. You will be automatically enrolled into sec 1. http://classinfo.umn.edu/?kiedr003+PA5003+Summer2020
Class Description:

The financial environments for public and nonprofit organizations are changing. Governments are pressured to "do more with less" and nonprofit organizations are expected to "do better at doing good." In order to meet these challenges, it is important that managers of public and nonprofit organizations possess the fundamentals of financial analysis and management.


This is an introductory course to financial analysis and management in the context of public and nonprofit organizations. The primary learning objective of this course is how to obtain accurate financial information to make sound management decisions through the analyses of financial documents such as budgets and financial statements. The processes of producing such documents will be introduced but are not the focus of this course. Conceptual frameworks and analytical techniques will be emphasized and applied to analyze real-world financial problems.


Who Should Take This Class?:
This course is required for MPP, MDP, and Nonprofit Certificate students. It is recommended for MPA students.
Learning Objectives:

By the end of the semester, students should be able:

  • To obtain basic knowledge and terminology of budgeting and financial management;

  • To summarize budgetary process, revenues, and expenditures of a public or nonprofit organization;

  • To apply basic tools of financial analysis, such as break-even analysis and marginal cost analysis, in making simple financial decisions;

  • To know how financial information is organized and reported in the accounting system;

  • To interpret data in financial statements and relate them with each other; and

  • To determine and calculate financial ratios to assess financial condition

Grading:
Each class there will be an assignment that you are to prepare and submiy via email (You may work with others in completing the assignments.). These will not be graded. You should actively participate in class discussions and class problem-solving. Class discussion, timely assignment completion, and on-line attendance count toward your participation grade. Participation represents 12 points of your grade.

There will be a first exam (30 points) and a second exam (30 points) for this course taken at the Humphrey School. The first exam will be an analysis of a real budget and real financial statements of nonprofit and public organizations, word questions, and financial problems. The second exam will be an analysis of real annual financial reports of nonprofit and public organizations, word questions, and financial problems. The second exam ONLY covers material from the second half of the course.

The final assignment is a group project in which you will review the financials of a real government or nonprofit organization and present your findings to the class in person. You will be assigned to groups in the second week of class. The group should submit a 5+ page paper of your findings at the last class. The group will also present a power point presentation (no more than 10
minutes) of the findings at the last class. The group should provide me a copy of the power points and any other information that would be helpful. This group paper (20 points) and presentation (8 points) are worth 28 points.

First Test 30 points Second Test 30 points Group Project 28 points Class Participation 12 points Total 100 points
Exam Format:
There will be a first exam (30 points) and a second exam (30 points) for this course. The first exam will be an analysis of a real budget and real financial statements of nonprofit and public organizations, word questions, and financial problems. The second exam will be an analysis of real annual financial reports of nonprofit and public organizations, word questions, and financial problems. The second exam ONLY covers material from the second half of the course.
Class Format:
This is a "flipped" course. Students will watch normal lectures on videos at home. There are 8 class periods. Class time is used to review material, solve assignments, review additional videos and/or material, and take exams. Students in the online format will link-up through WebEx for all classes except for the 4th and 8th classes in which exams and presentations must occur in person.
Workload:
6 Homework Assignment(s).
2 Exams In person.
1 Group Presentation in person. Students indicate that the workload is similar to other Humphrey courses. Generally, 3-5 hours per class is required.
Textbooks:
https://bookstores.umn.edu/course-lookup/84293/1205
Past Syllabi:
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Spring2020.docx (Spring 2020)
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Spring2019.docx (Spring 2019)
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Summer2018.docx (Summer 2018)
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Spring2018.docx (Spring 2018)
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Fall2017.docx (Fall 2017)
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Summer2017.docx (Summer 2017)
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Spring2017.docx (Spring 2017)
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Fall2015.pdf (Fall 2015)
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Summer2015.docx (Summer 2015)
Instructor Supplied Information Last Updated:
28 March 2018

Summer 2020  |  PA 5003 Section 003: Introduction to Financial Analysis and Management (84294)

Instructor(s)
Class Component:
Discussion
Class Attributes:
Online Course
Times and Locations:
Regular Academic Session
 
07/02/2020 - 07/09/2020
Mon, Thu 06:00PM - 08:45PM
Off Campus
Virtual Rooms ONLINEONLY
 
07/16/2020 - 07/23/2020
Mon, Thu 06:00PM - 08:45PM
Off Campus
Virtual Rooms ONLINEONLY
Auto Enrolls With:
Section 001
Enrollment Status:
Open (12 of 15 seats filled)
Course Catalog Description:
Finance/accounting concepts/tools in public/nonprofit organizations. Fund accounting. Balance sheet/income statement analysis. Cash flow analysis. Public/nonprofit sector budgeting processes. Lectures, discussions. Cases. prereq: Public policy major/minor or major in development practice, public affairs or liberal studies or grad nonprofit mgmt cert or instr consent
Class Notes:
Meets 7/2 - 7/27/20 (Mon/Thu, 6:00-8:45). All students attend 7/13 and 7/27/20 in-person sessions (sec 1). Students will attend other sessions online synchronously (sec 2) OR in person (sec 3). Register for sec 2 or 3. You will be automatically enrolled into sec 1. http://classinfo.umn.edu/?kiedr003+PA5003+Summer2020
Class Description:

The financial environments for public and nonprofit organizations are changing. Governments are pressured to "do more with less" and nonprofit organizations are expected to "do better at doing good." In order to meet these challenges, it is important that managers of public and nonprofit organizations possess the fundamentals of financial analysis and management.


This is an introductory course to financial analysis and management in the context of public and nonprofit organizations. The primary learning objective of this course is how to obtain accurate financial information to make sound management decisions through the analyses of financial documents such as budgets and financial statements. The processes of producing such documents will be introduced but are not the focus of this course. Conceptual frameworks and analytical techniques will be emphasized and applied to analyze real-world financial problems.


Who Should Take This Class?:
This course is required for MPP, MDP, and Nonprofit Certificate students. It is recommended for MPA students.
Learning Objectives:

By the end of the semester, students should be able:

  • To obtain basic knowledge and terminology of budgeting and financial management;

  • To summarize budgetary process, revenues, and expenditures of a public or nonprofit organization;

  • To apply basic tools of financial analysis, such as break-even analysis and marginal cost analysis, in making simple financial decisions;

  • To know how financial information is organized and reported in the accounting system;

  • To interpret data in financial statements and relate them with each other; and

  • To determine and calculate financial ratios to assess financial condition

Grading:
Each class there will be an assignment that you are to prepare and submiy via email (You may work with others in completing the assignments.). These will not be graded. You should actively participate in class discussions and class problem-solving. Class discussion, timely assignment completion, and on-line attendance count toward your participation grade. Participation represents 12 points of your grade.

There will be a first exam (30 points) and a second exam (30 points) for this course taken at the Humphrey School. The first exam will be an analysis of a real budget and real financial statements of nonprofit and public organizations, word questions, and financial problems. The second exam will be an analysis of real annual financial reports of nonprofit and public organizations, word questions, and financial problems. The second exam ONLY covers material from the second half of the course.

The final assignment is a group project in which you will review the financials of a real government or nonprofit organization and present your findings to the class in person. You will be assigned to groups in the second week of class. The group should submit a 5+ page paper of your findings at the last class. The group will also present a power point presentation (no more than 10
minutes) of the findings at the last class. The group should provide me a copy of the power points and any other information that would be helpful. This group paper (20 points) and presentation (8 points) are worth 28 points.

First Test 30 points Second Test 30 points Group Project 28 points Class Participation 12 points Total 100 points
Exam Format:
There will be a first exam (30 points) and a second exam (30 points) for this course. The first exam will be an analysis of a real budget and real financial statements of nonprofit and public organizations, word questions, and financial problems. The second exam will be an analysis of real annual financial reports of nonprofit and public organizations, word questions, and financial problems. The second exam ONLY covers material from the second half of the course.
Class Format:
This is a "flipped" course. Students will watch normal lectures on videos at home. There are 8 class periods. Class time is used to review material, solve assignments, review additional videos and/or material, and take exams. Students in the online format will link-up through WebEx for all classes except for the 4th and 8th classes in which exams and presentations must occur in person.
Workload:
6 Homework Assignment(s).
2 Exams In person.
1 Group Presentation in person. Students indicate that the workload is similar to other Humphrey courses. Generally, 3-5 hours per class is required.
Textbooks:
https://bookstores.umn.edu/course-lookup/84294/1205
Past Syllabi:
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Spring2020.docx (Spring 2020)
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Spring2019.docx (Spring 2019)
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Summer2018.docx (Summer 2018)
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Spring2018.docx (Spring 2018)
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Fall2017.docx (Fall 2017)
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Summer2017.docx (Summer 2017)
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Spring2017.docx (Spring 2017)
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Fall2015.pdf (Fall 2015)
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Summer2015.docx (Summer 2015)
Instructor Supplied Information Last Updated:
28 March 2018

Spring 2020  |  PA 5003 Section 002: Introduction to Financial Analysis and Management (57570)

Instructor(s)
Class Component:
Lecture
Credits:
1.5 Credits
Grading Basis:
Student Option
Instructor Consent:
No Special Consent Required
Instruction Mode:
In Person Term Based
Times and Locations:
Second Half of Term
 
03/17/2020 - 05/04/2020
Mon 06:00PM - 08:45PM
UMTC, West Bank
Hubert H Humphrey Center 60
Enrollment Status:
Open (30 of 35 seats filled)
Also Offered:
Course Catalog Description:
Finance/accounting concepts/tools in public/nonprofit organizations. Fund accounting. Balance sheet/income statement analysis. Cash flow analysis. Public/nonprofit sector budgeting processes. Lectures, discussions. Cases. prereq: Public policy major/minor or major in development practice, public affairs or liberal studies or grad nonprofit mgmt cert or instr consent
Class Notes:
http://classinfo.umn.edu/?kiedr003+PA5003+Spring2020
Class Description:

The financial environments for public and nonprofit organizations are changing. Governments are pressured to "do more with less" and nonprofit organizations are expected to "do better at doing good." In order to meet these challenges, it is important that managers of public and nonprofit organizations possess the fundamentals of financial analysis and management.


This is an introductory course to financial analysis and management in the context of public and nonprofit organizations. The primary learning objective of this course is how to obtain accurate financial information to make sound management decisions through the analyses of financial documents such as budgets and financial statements. The processes of producing such documents will be introduced but are not the focus of this course. Conceptual frameworks and analytical techniques will be emphasized and applied to analyze real-world financial problems.


Who Should Take This Class?:
This course is required for MPP, MDP, and Nonprofit Certificate students. It is recommended for MPA students.
Learning Objectives:

By the end of the semester, students should be able:

  • To obtain basic knowledge and terminology of budgeting and financial management;

  • To summarize budgetary process, revenues, and expenditures of a public or nonprofit organization;

  • To apply basic tools of financial analysis, such as break-even analysis and marginal cost analysis, in making simple financial decisions;

  • To know how financial information is organized and reported in the accounting system;

  • To interpret data in financial statements and relate them with each other; and

  • To determine and calculate financial ratios to assess financial condition

Grading:
Each class there will be an assignment that you are to prepare and submiy via email (You may work with others in completing the assignments.). These will not be graded. You should actively participate in class discussions and class problem-solving. Class discussion, timely assignment completion, and on-line attendance count toward your participation grade. Participation represents 12 points of your grade.

There will be a first exam (30 points) and a second exam (30 points) for this course taken at the Humphrey School. The first exam will be an analysis of a real budget and real financial statements of nonprofit and public organizations, word questions, and financial problems. The second exam will be an analysis of real annual financial reports of nonprofit and public organizations, word questions, and financial problems. The second exam ONLY covers material from the second half of the course.

The final assignment is a group project in which you will review the financials of a real government or nonprofit organization and present your findings to the class in person. You will be assigned to groups in the second week of class. The group should submit a 5+ page paper of your findings at the last class. The group will also present a power point presentation (no more than 10
minutes) of the findings at the last class. The group should provide me a copy of the power points and any other information that would be helpful. This group paper (20 points) and presentation (8 points) are worth 28 points.

First Test 30 points Second Test 30 points Group Project 28 points Class Participation 12 points Total 100 points
Exam Format:
There will be a first exam (30 points) and a second exam (30 points) for this course. The first exam will be an analysis of a real budget and real financial statements of nonprofit and public organizations, word questions, and financial problems. The second exam will be an analysis of real annual financial reports of nonprofit and public organizations, word questions, and financial problems. The second exam ONLY covers material from the second half of the course.
Class Format:
This is a "flipped" course. Students will watch normal lectures on videos at home. There are 8 class periods. Class time is used to review material, solve assignments, review additional videos and/or material, and take exams. Students in the online format will link-up through WebEx for all classes except for the 4th and 8th classes in which exams and presentations must occur in person.
Workload:
6 Homework Assignment(s).
2 Exams In person.
1 Group Presentation in person. Students indicate that the workload is similar to other Humphrey courses. Generally, 3-5 hours per class is required.
Textbooks:
https://bookstores.umn.edu/course-lookup/57570/1203
Syllabus:
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Spring2020.docx
Past Syllabi:
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Spring2019.docx (Spring 2019)
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Summer2018.docx (Summer 2018)
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Spring2018.docx (Spring 2018)
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Fall2017.docx (Fall 2017)
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Summer2017.docx (Summer 2017)
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Spring2017.docx (Spring 2017)
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Fall2015.pdf (Fall 2015)
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Summer2015.docx (Summer 2015)
Instructor Supplied Information Last Updated:
28 March 2018

Fall 2019  |  PA 5003 Section 001: Introduction to Financial Analysis and Management (23898)

Instructor(s)
Class Component:
Lecture
Credits:
1.5 Credits
Grading Basis:
A-F or Audit
Instructor Consent:
No Special Consent Required
Instruction Mode:
In Person Term Based
Times and Locations:
First Half of Term
 
09/03/2019 - 10/21/2019
Wed 06:00PM - 08:45PM
UMTC, West Bank
Hubert H Humphrey Center 25
Enrollment Status:
Open (25 of 35 seats filled)
Also Offered:
Course Catalog Description:
Finance/accounting concepts/tools in public/nonprofit organizations. Fund accounting. Balance sheet/income statement analysis. Cash flow analysis. Public/nonprofit sector budgeting processes. Lectures, discussions. Cases. prereq: Public policy major/minor or major in development practice, public affairs or liberal studies or grad nonprofit mgmt cert or instr consent
Class Notes:
This class will also be offered in Spring 2020. http://classinfo.umn.edu/?zrzhao+PA5003+Fall2019
Class Description:
Understanding how public and nonprofit organizations manage financial resources is vitally important to understanding their health and where they place their priorities. Being able to budget will give you an advantage in securing resources. Being able to read a financial statement of a nonprofit will assist you in understanding the net worth of a nonprofit. Being able to analyze the financial statements of a government will suggest to you the economic vitality of the community. The financial environments for public and nonprofit organizations are changing. Governments are pressured to "do more with less" and nonprofit organizations are expected to "do better at doing good". In order to meet these challenges, it is important that managers and employees of public and nonprofit organizations possess the fundamentals of budgeting and financial analysis. This is an introductory course to budgeting and financial analysis in the context of public and nonprofit organizations. The primary learning objective of this course is how to obtain accurate financial information to make sound management decisions through the analyses of financial documents such as budgets and financial statements. The processes of producing such documents will be introduced but are not the focus of this course. Conceptual frameworks and analytical techniques will be emphasized and applied to analyze real-world financial problems.
Learning Objectives:
By the end of the course, students should be able:

Understand financial management as an integral part of nonprofit/public management

Obtain basic knowledge, terminology, and skills in nonprofit/public budgeting, accounting, and financial statements

Develop the capability to perform basic budget and financial analysis of nonprofit/public organizations

Improve communication and writing skills regarding financial matters
Grading:

Grading will be based on a mid-term exam (25%), a final exam (30%),three individual assignments (15%), a group project (20%), and on class participation (10%).

Exam Format:
Class Format:
Lectures, group discussions, in-class exercises, and student presentations
Workload:
Required Textbook: Financial Management in the Public Sector: Tools, Applications, and Cases (3rd E)Author: Xiaohu Wang; Publisher: ISBN-13:978-0765636898
(Look to syllabus for specific assignments or more information on work load.)
Textbooks:
https://bookstores.umn.edu/course-lookup/23898/1199
Past Syllabi:
http://classinfo.umn.edu/syllabi/zrzhao_PA5003_Spring2017.doc (Spring 2017)
http://classinfo.umn.edu/syllabi/zrzhao_PA5003_Spring2016.doc (Spring 2016)
http://classinfo.umn.edu/syllabi/zrzhao_PA5003_Fall2015.pdf (Fall 2015)
Instructor Supplied Information Last Updated:
21 February 2017

Fall 2019  |  PA 5003 Section 002: Introduction to Financial Analysis and Management (23899)

Instructor(s)
Class Component:
Lecture
Credits:
1.5 Credits
Grading Basis:
A-F or Audit
Instructor Consent:
No Special Consent Required
Instruction Mode:
In Person Term Based
Times and Locations:
Second Half of Term
 
10/22/2019 - 12/11/2019
Tue 06:00PM - 08:45PM
UMTC, West Bank
Blegen Hall 425
Enrollment Status:
Open (35 of 37 seats filled)
Also Offered:
Course Catalog Description:
Finance/accounting concepts/tools in public/nonprofit organizations. Fund accounting. Balance sheet/income statement analysis. Cash flow analysis. Public/nonprofit sector budgeting processes. Lectures, discussions. Cases. prereq: Public policy major/minor or major in development practice, public affairs or liberal studies or grad nonprofit mgmt cert or instr consent
Class Notes:
PA 5003 will also be offered in Spring 2020. http://classinfo.umn.edu/?zrzhao+PA5003+Fall2019
Class Description:
Understanding how public and nonprofit organizations manage financial resources is vitally important to understanding their health and where they place their priorities. Being able to budget will give you an advantage in securing resources. Being able to read a financial statement of a nonprofit will assist you in understanding the net worth of a nonprofit. Being able to analyze the financial statements of a government will suggest to you the economic vitality of the community. The financial environments for public and nonprofit organizations are changing. Governments are pressured to "do more with less" and nonprofit organizations are expected to "do better at doing good". In order to meet these challenges, it is important that managers and employees of public and nonprofit organizations possess the fundamentals of budgeting and financial analysis. This is an introductory course to budgeting and financial analysis in the context of public and nonprofit organizations. The primary learning objective of this course is how to obtain accurate financial information to make sound management decisions through the analyses of financial documents such as budgets and financial statements. The processes of producing such documents will be introduced but are not the focus of this course. Conceptual frameworks and analytical techniques will be emphasized and applied to analyze real-world financial problems.
Learning Objectives:
By the end of the course, students should be able:

Understand financial management as an integral part of nonprofit/public management

Obtain basic knowledge, terminology, and skills in nonprofit/public budgeting, accounting, and financial statements

Develop the capability to perform basic budget and financial analysis of nonprofit/public organizations

Improve communication and writing skills regarding financial matters
Grading:

Grading will be based on a mid-term exam (25%), a final exam (30%),three individual assignments (15%), a group project (20%), and on class participation (10%).

Exam Format:
Class Format:
Lectures, group discussions, in-class exercises, and student presentations
Workload:
Required Textbook: Financial Management in the Public Sector: Tools, Applications, and Cases (3rd E)Author: Xiaohu Wang; Publisher: ISBN-13:978-0765636898
(Look to syllabus for specific assignments or more information on work load.)
Textbooks:
https://bookstores.umn.edu/course-lookup/23899/1199
Past Syllabi:
http://classinfo.umn.edu/syllabi/zrzhao_PA5003_Spring2017.doc (Spring 2017)
http://classinfo.umn.edu/syllabi/zrzhao_PA5003_Spring2016.doc (Spring 2016)
http://classinfo.umn.edu/syllabi/zrzhao_PA5003_Fall2015.pdf (Fall 2015)
Instructor Supplied Information Last Updated:
21 February 2017

Summer 2019  |  PA 5003 Section 001: Introduction to Financial Analysis and Management (84279)

Instructor(s)
Class Component:
Lecture
Instructor Consent:
No Special Consent Required
Instruction Mode:
In Person Term Based
Times and Locations:
Regular Academic Session
 
07/15/2019
Mon 06:00PM - 08:45PM
UMTC, West Bank
Hubert H Humphrey Center 20
 
07/29/2019
Mon 06:00PM - 08:45PM
UMTC, West Bank
Hubert H Humphrey Center 20
Enrollment Status:
Open (21 of 30 seats filled)
Also Offered:
Course Catalog Description:
Finance/accounting concepts/tools in public/nonprofit organizations. Fund accounting. Balance sheet/income statement analysis. Cash flow analysis. Public/nonprofit sector budgeting processes. Lectures, discussions. Cases. prereq: Public policy major/minor or major in development practice, public affairs or liberal studies or grad nonprofit mgmt cert or instr consent
Class Notes:
Meets 7/1 - 7/29/19 (Mon/Thu, 6:00-8:45). All students attend 7/15 and 7/29/19 in-person sessions (sec 1). Students will attend other sessions online synchronously (sec 2) OR in person (sec 3). Register for sec 2 or 3. You will be automatically enrolled into sec 1. http://classinfo.umn.edu/?kiedr003+PA5003+Summer2019
Class Description:

The financial environments for public and nonprofit organizations are changing. Governments are pressured to "do more with less" and nonprofit organizations are expected to "do better at doing good." In order to meet these challenges, it is important that managers of public and nonprofit organizations possess the fundamentals of financial analysis and management.


This is an introductory course to financial analysis and management in the context of public and nonprofit organizations. The primary learning objective of this course is how to obtain accurate financial information to make sound management decisions through the analyses of financial documents such as budgets and financial statements. The processes of producing such documents will be introduced but are not the focus of this course. Conceptual frameworks and analytical techniques will be emphasized and applied to analyze real-world financial problems.


Who Should Take This Class?:
This course is required for MPP, MDP, and Nonprofit Certificate students. It is recommended for MPA students.
Learning Objectives:

By the end of the semester, students should be able:

  • To obtain basic knowledge and terminology of budgeting and financial management;

  • To summarize budgetary process, revenues, and expenditures of a public or nonprofit organization;

  • To apply basic tools of financial analysis, such as break-even analysis and marginal cost analysis, in making simple financial decisions;

  • To know how financial information is organized and reported in the accounting system;

  • To interpret data in financial statements and relate them with each other; and

  • To determine and calculate financial ratios to assess financial condition

Grading:
Each class there will be an assignment that you are to prepare and submiy via email (You may work with others in completing the assignments.). These will not be graded. You should actively participate in class discussions and class problem-solving. Class discussion, timely assignment completion, and on-line attendance count toward your participation grade. Participation represents 12 points of your grade.

There will be a first exam (30 points) and a second exam (30 points) for this course taken at the Humphrey School. The first exam will be an analysis of a real budget and real financial statements of nonprofit and public organizations, word questions, and financial problems. The second exam will be an analysis of real annual financial reports of nonprofit and public organizations, word questions, and financial problems. The second exam ONLY covers material from the second half of the course.

The final assignment is a group project in which you will review the financials of a real government or nonprofit organization and present your findings to the class in person. You will be assigned to groups in the second week of class. The group should submit a 5+ page paper of your findings at the last class. The group will also present a power point presentation (no more than 10
minutes) of the findings at the last class. The group should provide me a copy of the power points and any other information that would be helpful. This group paper (20 points) and presentation (8 points) are worth 28 points.

First Test 30 points Second Test 30 points Group Project 28 points Class Participation 12 points Total 100 points
Exam Format:
There will be a first exam (30 points) and a second exam (30 points) for this course. The first exam will be an analysis of a real budget and real financial statements of nonprofit and public organizations, word questions, and financial problems. The second exam will be an analysis of real annual financial reports of nonprofit and public organizations, word questions, and financial problems. The second exam ONLY covers material from the second half of the course.
Class Format:
This is a "flipped" course. Students will watch normal lectures on videos at home. There are 8 class periods. Class time is used to review material, solve assignments, review additional videos and/or material, and take exams. Students in the online format will link-up through WebEx for all classes except for the 4th and 8th classes in which exams and presentations must occur in person.
Workload:
6 Homework Assignment(s).
2 Exams In person.
1 Group Presentation in person. Students indicate that the workload is similar to other Humphrey courses. Generally, 3-5 hours per class is required.
Textbooks:
https://bookstores.umn.edu/course-lookup/84279/1195
Past Syllabi:
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Spring2020.docx (Spring 2020)
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Spring2019.docx (Spring 2019)
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Summer2018.docx (Summer 2018)
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Spring2018.docx (Spring 2018)
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Fall2017.docx (Fall 2017)
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Summer2017.docx (Summer 2017)
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Spring2017.docx (Spring 2017)
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Fall2015.pdf (Fall 2015)
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Summer2015.docx (Summer 2015)
Instructor Supplied Information Last Updated:
28 March 2018

Summer 2019  |  PA 5003 Section 002: Introduction to Financial Analysis and Management (84287)

Instructor(s)
Class Component:
Discussion
Class Attributes:
Online Course
Times and Locations:
Regular Academic Session
 
07/01/2019 - 07/11/2019
Mon, Thu 06:00PM - 08:45PM
Off Campus
Virtual Rooms ONLINEONLY
 
07/18/2019 - 07/25/2019
Mon, Thu 06:00PM - 08:45PM
Off Campus
Virtual Rooms ONLINEONLY
Auto Enrolls With:
Section 001
Enrollment Status:
Open (15 of 18 seats filled)
Course Catalog Description:
Finance/accounting concepts/tools in public/nonprofit organizations. Fund accounting. Balance sheet/income statement analysis. Cash flow analysis. Public/nonprofit sector budgeting processes. Lectures, discussions. Cases. prereq: Public policy major/minor or major in development practice, public affairs or liberal studies or grad nonprofit mgmt cert or instr consent
Class Notes:
Meets 7/1 - 7/29/19 (Mon/Thu, 6:00-8:45). All students attend 7/15 and 7/29/19 in-person sessions (sec 1). Students will attend other sessions online synchronously (sec 2) OR in person (sec 3). Register for sec 2 or 3. You will be automatically enrolled into sec 1. http://classinfo.umn.edu/?kiedr003+PA5003+Summer2019
Class Description:

The financial environments for public and nonprofit organizations are changing. Governments are pressured to "do more with less" and nonprofit organizations are expected to "do better at doing good." In order to meet these challenges, it is important that managers of public and nonprofit organizations possess the fundamentals of financial analysis and management.


This is an introductory course to financial analysis and management in the context of public and nonprofit organizations. The primary learning objective of this course is how to obtain accurate financial information to make sound management decisions through the analyses of financial documents such as budgets and financial statements. The processes of producing such documents will be introduced but are not the focus of this course. Conceptual frameworks and analytical techniques will be emphasized and applied to analyze real-world financial problems.


Who Should Take This Class?:
This course is required for MPP, MDP, and Nonprofit Certificate students. It is recommended for MPA students.
Learning Objectives:

By the end of the semester, students should be able:

  • To obtain basic knowledge and terminology of budgeting and financial management;

  • To summarize budgetary process, revenues, and expenditures of a public or nonprofit organization;

  • To apply basic tools of financial analysis, such as break-even analysis and marginal cost analysis, in making simple financial decisions;

  • To know how financial information is organized and reported in the accounting system;

  • To interpret data in financial statements and relate them with each other; and

  • To determine and calculate financial ratios to assess financial condition

Grading:
Each class there will be an assignment that you are to prepare and submiy via email (You may work with others in completing the assignments.). These will not be graded. You should actively participate in class discussions and class problem-solving. Class discussion, timely assignment completion, and on-line attendance count toward your participation grade. Participation represents 12 points of your grade.

There will be a first exam (30 points) and a second exam (30 points) for this course taken at the Humphrey School. The first exam will be an analysis of a real budget and real financial statements of nonprofit and public organizations, word questions, and financial problems. The second exam will be an analysis of real annual financial reports of nonprofit and public organizations, word questions, and financial problems. The second exam ONLY covers material from the second half of the course.

The final assignment is a group project in which you will review the financials of a real government or nonprofit organization and present your findings to the class in person. You will be assigned to groups in the second week of class. The group should submit a 5+ page paper of your findings at the last class. The group will also present a power point presentation (no more than 10
minutes) of the findings at the last class. The group should provide me a copy of the power points and any other information that would be helpful. This group paper (20 points) and presentation (8 points) are worth 28 points.

First Test 30 points Second Test 30 points Group Project 28 points Class Participation 12 points Total 100 points
Exam Format:
There will be a first exam (30 points) and a second exam (30 points) for this course. The first exam will be an analysis of a real budget and real financial statements of nonprofit and public organizations, word questions, and financial problems. The second exam will be an analysis of real annual financial reports of nonprofit and public organizations, word questions, and financial problems. The second exam ONLY covers material from the second half of the course.
Class Format:
This is a "flipped" course. Students will watch normal lectures on videos at home. There are 8 class periods. Class time is used to review material, solve assignments, review additional videos and/or material, and take exams. Students in the online format will link-up through WebEx for all classes except for the 4th and 8th classes in which exams and presentations must occur in person.
Workload:
6 Homework Assignment(s).
2 Exams In person.
1 Group Presentation in person. Students indicate that the workload is similar to other Humphrey courses. Generally, 3-5 hours per class is required.
Textbooks:
https://bookstores.umn.edu/course-lookup/84287/1195
Past Syllabi:
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Spring2020.docx (Spring 2020)
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Spring2019.docx (Spring 2019)
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Summer2018.docx (Summer 2018)
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Spring2018.docx (Spring 2018)
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Fall2017.docx (Fall 2017)
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Summer2017.docx (Summer 2017)
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Spring2017.docx (Spring 2017)
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Fall2015.pdf (Fall 2015)
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Summer2015.docx (Summer 2015)
Instructor Supplied Information Last Updated:
28 March 2018

Summer 2019  |  PA 5003 Section 003: Introduction to Financial Analysis and Management (84288)

Instructor(s)
Class Component:
Discussion
Times and Locations:
Regular Academic Session
 
07/01/2019 - 07/11/2019
Mon, Thu 06:00PM - 08:45PM
UMTC, West Bank
Hubert H Humphrey Center 20
 
07/18/2019 - 07/25/2019
Mon, Thu 06:00PM - 08:45PM
UMTC, West Bank
Hubert H Humphrey Center 20
Auto Enrolls With:
Section 001
Enrollment Status:
Open (6 of 12 seats filled)
Course Catalog Description:
Finance/accounting concepts/tools in public/nonprofit organizations. Fund accounting. Balance sheet/income statement analysis. Cash flow analysis. Public/nonprofit sector budgeting processes. Lectures, discussions. Cases. prereq: Public policy major/minor or major in development practice, public affairs or liberal studies or grad nonprofit mgmt cert or instr consent
Class Notes:
Meets 7/1 - 7/29/19 (Mon/Thu, 6:00-8:45). All students attend 7/15 and 7/29/19 in-person sessions (sec 1). Students will attend other sessions online synchronously (sec 2) OR in person (sec 3). Register for sec 2 or 3. You will be automatically enrolled into sec 1. http://classinfo.umn.edu/?kiedr003+PA5003+Summer2019
Class Description:

The financial environments for public and nonprofit organizations are changing. Governments are pressured to "do more with less" and nonprofit organizations are expected to "do better at doing good." In order to meet these challenges, it is important that managers of public and nonprofit organizations possess the fundamentals of financial analysis and management.


This is an introductory course to financial analysis and management in the context of public and nonprofit organizations. The primary learning objective of this course is how to obtain accurate financial information to make sound management decisions through the analyses of financial documents such as budgets and financial statements. The processes of producing such documents will be introduced but are not the focus of this course. Conceptual frameworks and analytical techniques will be emphasized and applied to analyze real-world financial problems.


Who Should Take This Class?:
This course is required for MPP, MDP, and Nonprofit Certificate students. It is recommended for MPA students.
Learning Objectives:

By the end of the semester, students should be able:

  • To obtain basic knowledge and terminology of budgeting and financial management;

  • To summarize budgetary process, revenues, and expenditures of a public or nonprofit organization;

  • To apply basic tools of financial analysis, such as break-even analysis and marginal cost analysis, in making simple financial decisions;

  • To know how financial information is organized and reported in the accounting system;

  • To interpret data in financial statements and relate them with each other; and

  • To determine and calculate financial ratios to assess financial condition

Grading:
Each class there will be an assignment that you are to prepare and submiy via email (You may work with others in completing the assignments.). These will not be graded. You should actively participate in class discussions and class problem-solving. Class discussion, timely assignment completion, and on-line attendance count toward your participation grade. Participation represents 12 points of your grade.

There will be a first exam (30 points) and a second exam (30 points) for this course taken at the Humphrey School. The first exam will be an analysis of a real budget and real financial statements of nonprofit and public organizations, word questions, and financial problems. The second exam will be an analysis of real annual financial reports of nonprofit and public organizations, word questions, and financial problems. The second exam ONLY covers material from the second half of the course.

The final assignment is a group project in which you will review the financials of a real government or nonprofit organization and present your findings to the class in person. You will be assigned to groups in the second week of class. The group should submit a 5+ page paper of your findings at the last class. The group will also present a power point presentation (no more than 10
minutes) of the findings at the last class. The group should provide me a copy of the power points and any other information that would be helpful. This group paper (20 points) and presentation (8 points) are worth 28 points.

First Test 30 points Second Test 30 points Group Project 28 points Class Participation 12 points Total 100 points
Exam Format:
There will be a first exam (30 points) and a second exam (30 points) for this course. The first exam will be an analysis of a real budget and real financial statements of nonprofit and public organizations, word questions, and financial problems. The second exam will be an analysis of real annual financial reports of nonprofit and public organizations, word questions, and financial problems. The second exam ONLY covers material from the second half of the course.
Class Format:
This is a "flipped" course. Students will watch normal lectures on videos at home. There are 8 class periods. Class time is used to review material, solve assignments, review additional videos and/or material, and take exams. Students in the online format will link-up through WebEx for all classes except for the 4th and 8th classes in which exams and presentations must occur in person.
Workload:
6 Homework Assignment(s).
2 Exams In person.
1 Group Presentation in person. Students indicate that the workload is similar to other Humphrey courses. Generally, 3-5 hours per class is required.
Textbooks:
https://bookstores.umn.edu/course-lookup/84288/1195
Past Syllabi:
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Spring2020.docx (Spring 2020)
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Spring2019.docx (Spring 2019)
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Summer2018.docx (Summer 2018)
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Spring2018.docx (Spring 2018)
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Fall2017.docx (Fall 2017)
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Summer2017.docx (Summer 2017)
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Spring2017.docx (Spring 2017)
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Fall2015.pdf (Fall 2015)
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Summer2015.docx (Summer 2015)
Instructor Supplied Information Last Updated:
28 March 2018

Spring 2019  |  PA 5003 Section 002: Introduction to Financial Analysis and Management (58237)

Instructor(s)
Class Component:
Lecture
Credits:
1.5 Credits
Grading Basis:
A-F or Audit
Instructor Consent:
No Special Consent Required
Instruction Mode:
In Person Term Based
Times and Locations:
Second Half of Term
 
03/28/2019 - 05/06/2019
Thu 05:30PM - 08:45PM
UMTC, West Bank
Hubert H Humphrey Center 184
Enrollment Status:
Open (24 of 30 seats filled)
Also Offered:
Course Catalog Description:
Finance/accounting concepts/tools in public/nonprofit organizations. Fund accounting. Balance sheet/income statement analysis. Cash flow analysis. Public/nonprofit sector budgeting processes. Lectures, discussions. Cases. prereq: Public policy major/minor or major in development practice, public affairs or liberal studies or grad nonprofit mgmt cert or instr consent
Class Notes:
http://classinfo.umn.edu/?kiedr003+PA5003+Spring2019
Class Description:

The financial environments for public and nonprofit organizations are changing. Governments are pressured to "do more with less" and nonprofit organizations are expected to "do better at doing good." In order to meet these challenges, it is important that managers of public and nonprofit organizations possess the fundamentals of financial analysis and management.


This is an introductory course to financial analysis and management in the context of public and nonprofit organizations. The primary learning objective of this course is how to obtain accurate financial information to make sound management decisions through the analyses of financial documents such as budgets and financial statements. The processes of producing such documents will be introduced but are not the focus of this course. Conceptual frameworks and analytical techniques will be emphasized and applied to analyze real-world financial problems.


Who Should Take This Class?:
This course is required for MPP, MDP, and Nonprofit Certificate students. It is recommended for MPA students.
Learning Objectives:

By the end of the semester, students should be able:

  • To obtain basic knowledge and terminology of budgeting and financial management;

  • To summarize budgetary process, revenues, and expenditures of a public or nonprofit organization;

  • To apply basic tools of financial analysis, such as break-even analysis and marginal cost analysis, in making simple financial decisions;

  • To know how financial information is organized and reported in the accounting system;

  • To interpret data in financial statements and relate them with each other; and

  • To determine and calculate financial ratios to assess financial condition

Grading:
Each class there will be an assignment that you are to prepare and submiy via email (You may work with others in completing the assignments.). These will not be graded. You should actively participate in class discussions and class problem-solving. Class discussion, timely assignment completion, and on-line attendance count toward your participation grade. Participation represents 12 points of your grade.

There will be a first exam (30 points) and a second exam (30 points) for this course taken at the Humphrey School. The first exam will be an analysis of a real budget and real financial statements of nonprofit and public organizations, word questions, and financial problems. The second exam will be an analysis of real annual financial reports of nonprofit and public organizations, word questions, and financial problems. The second exam ONLY covers material from the second half of the course.

The final assignment is a group project in which you will review the financials of a real government or nonprofit organization and present your findings to the class in person. You will be assigned to groups in the second week of class. The group should submit a 5+ page paper of your findings at the last class. The group will also present a power point presentation (no more than 10
minutes) of the findings at the last class. The group should provide me a copy of the power points and any other information that would be helpful. This group paper (20 points) and presentation (8 points) are worth 28 points.

First Test 30 points Second Test 30 points Group Project 28 points Class Participation 12 points Total 100 points
Exam Format:
There will be a first exam (30 points) and a second exam (30 points) for this course. The first exam will be an analysis of a real budget and real financial statements of nonprofit and public organizations, word questions, and financial problems. The second exam will be an analysis of real annual financial reports of nonprofit and public organizations, word questions, and financial problems. The second exam ONLY covers material from the second half of the course.
Class Format:
This is a "flipped" course. Students will watch normal lectures on videos at home. There are 8 class periods. Class time is used to review material, solve assignments, review additional videos and/or material, and take exams. Students in the online format will link-up through WebEx for all classes except for the 4th and 8th classes in which exams and presentations must occur in person.
Workload:
6 Homework Assignment(s).
2 Exams In person.
1 Group Presentation in person. Students indicate that the workload is similar to other Humphrey courses. Generally, 3-5 hours per class is required.
Textbooks:
https://bookstores.umn.edu/course-lookup/58237/1193
Syllabus:
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Spring2019.docx
Past Syllabi:
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Spring2020.docx (Spring 2020)
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Summer2018.docx (Summer 2018)
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Spring2018.docx (Spring 2018)
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Fall2017.docx (Fall 2017)
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Summer2017.docx (Summer 2017)
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Spring2017.docx (Spring 2017)
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Fall2015.pdf (Fall 2015)
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Summer2015.docx (Summer 2015)
Instructor Supplied Information Last Updated:
28 March 2018

Fall 2018  |  PA 5003 Section 001: Introduction to Financial Analysis and Management (24275)

Instructor(s)
Class Component:
Lecture
Credits:
1.5 Credits
Grading Basis:
A-F or Audit
Instructor Consent:
No Special Consent Required
Instruction Mode:
In Person Term Based
Times and Locations:
First Half of Term
 
09/04/2018 - 10/22/2018
Wed 06:00PM - 08:45PM
UMTC, West Bank
Blegen Hall 415
Enrollment Status:
Open (33 of 35 seats filled)
Also Offered:
Course Catalog Description:
Finance/accounting concepts/tools in public/nonprofit organizations. Fund accounting. Balance sheet/income statement analysis. Cash flow analysis. Public/nonprofit sector budgeting processes. Lectures, discussions. Cases. prereq: Public policy major/minor or major in development practice, public affairs or liberal studies or grad nonprofit mgmt cert or instr consent
Class Notes:
This class will also be offered in Spring 2019. http://classinfo.umn.edu/?zrzhao+PA5003+Fall2018
Class Description:
Understanding how public and nonprofit organizations manage financial resources is vitally important to understanding their health and where they place their priorities. Being able to budget will give you an advantage in securing resources. Being able to read a financial statement of a nonprofit will assist you in understanding the net worth of a nonprofit. Being able to analyze the financial statements of a government will suggest to you the economic vitality of the community. The financial environments for public and nonprofit organizations are changing. Governments are pressured to "do more with less" and nonprofit organizations are expected to "do better at doing good". In order to meet these challenges, it is important that managers and employees of public and nonprofit organizations possess the fundamentals of budgeting and financial analysis. This is an introductory course to budgeting and financial analysis in the context of public and nonprofit organizations. The primary learning objective of this course is how to obtain accurate financial information to make sound management decisions through the analyses of financial documents such as budgets and financial statements. The processes of producing such documents will be introduced but are not the focus of this course. Conceptual frameworks and analytical techniques will be emphasized and applied to analyze real-world financial problems.
Learning Objectives:
By the end of the course, students should be able:

Understand financial management as an integral part of nonprofit/public management

Obtain basic knowledge, terminology, and skills in nonprofit/public budgeting, accounting, and financial statements

Develop the capability to perform basic budget and financial analysis of nonprofit/public organizations

Improve communication and writing skills regarding financial matters
Grading:

Grading will be based on a mid-term exam (25%), a final exam (30%),three individual assignments (15%), a group project (20%), and on class participation (10%).

Exam Format:
Class Format:
Lectures, group discussions, in-class exercises, and student presentations
Workload:
Required Textbook: Financial Management in the Public Sector: Tools, Applications, and Cases (3rd E)Author: Xiaohu Wang; Publisher: ISBN-13:978-0765636898
(Look to syllabus for specific assignments or more information on work load.)
Textbooks:
https://bookstores.umn.edu/course-lookup/24275/1189
Past Syllabi:
http://classinfo.umn.edu/syllabi/zrzhao_PA5003_Spring2017.doc (Spring 2017)
http://classinfo.umn.edu/syllabi/zrzhao_PA5003_Spring2016.doc (Spring 2016)
http://classinfo.umn.edu/syllabi/zrzhao_PA5003_Fall2015.pdf (Fall 2015)
Instructor Supplied Information Last Updated:
21 February 2017

Fall 2018  |  PA 5003 Section 002: Introduction to Financial Analysis and Management (24276)

Instructor(s)
Class Component:
Lecture
Credits:
1.5 Credits
Grading Basis:
A-F or Audit
Instructor Consent:
No Special Consent Required
Instruction Mode:
In Person Term Based
Times and Locations:
Second Half of Term
 
10/23/2018 - 12/12/2018
Tue 06:00PM - 08:45PM
UMTC, West Bank
Blegen Hall 415
Enrollment Status:
Open (30 of 35 seats filled)
Also Offered:
Course Catalog Description:
Finance/accounting concepts/tools in public/nonprofit organizations. Fund accounting. Balance sheet/income statement analysis. Cash flow analysis. Public/nonprofit sector budgeting processes. Lectures, discussions. Cases. prereq: Public policy major/minor or major in development practice, public affairs or liberal studies or grad nonprofit mgmt cert or instr consent
Class Notes:
PA 5003 will also be offered in Spring 2019. http://classinfo.umn.edu/?zrzhao+PA5003+Fall2018
Class Description:
Understanding how public and nonprofit organizations manage financial resources is vitally important to understanding their health and where they place their priorities. Being able to budget will give you an advantage in securing resources. Being able to read a financial statement of a nonprofit will assist you in understanding the net worth of a nonprofit. Being able to analyze the financial statements of a government will suggest to you the economic vitality of the community. The financial environments for public and nonprofit organizations are changing. Governments are pressured to "do more with less" and nonprofit organizations are expected to "do better at doing good". In order to meet these challenges, it is important that managers and employees of public and nonprofit organizations possess the fundamentals of budgeting and financial analysis. This is an introductory course to budgeting and financial analysis in the context of public and nonprofit organizations. The primary learning objective of this course is how to obtain accurate financial information to make sound management decisions through the analyses of financial documents such as budgets and financial statements. The processes of producing such documents will be introduced but are not the focus of this course. Conceptual frameworks and analytical techniques will be emphasized and applied to analyze real-world financial problems.
Learning Objectives:
By the end of the course, students should be able:

Understand financial management as an integral part of nonprofit/public management

Obtain basic knowledge, terminology, and skills in nonprofit/public budgeting, accounting, and financial statements

Develop the capability to perform basic budget and financial analysis of nonprofit/public organizations

Improve communication and writing skills regarding financial matters
Grading:

Grading will be based on a mid-term exam (25%), a final exam (30%),three individual assignments (15%), a group project (20%), and on class participation (10%).

Exam Format:
Class Format:
Lectures, group discussions, in-class exercises, and student presentations
Workload:
Required Textbook: Financial Management in the Public Sector: Tools, Applications, and Cases (3rd E)Author: Xiaohu Wang; Publisher: ISBN-13:978-0765636898
(Look to syllabus for specific assignments or more information on work load.)
Textbooks:
https://bookstores.umn.edu/course-lookup/24276/1189
Past Syllabi:
http://classinfo.umn.edu/syllabi/zrzhao_PA5003_Spring2017.doc (Spring 2017)
http://classinfo.umn.edu/syllabi/zrzhao_PA5003_Spring2016.doc (Spring 2016)
http://classinfo.umn.edu/syllabi/zrzhao_PA5003_Fall2015.pdf (Fall 2015)
Instructor Supplied Information Last Updated:
21 February 2017

Summer 2018  |  PA 5003 Section 001: Introduction to Financial Analysis and Management (84900)

Instructor(s)
Class Component:
Lecture
Instructor Consent:
No Special Consent Required
Instruction Mode:
In Person Term Based
Times and Locations:
Regular Academic Session
 
07/16/2018
Mon 06:00PM - 08:45PM
UMTC, West Bank
Carlson School of Management 2-224
 
07/30/2018
Mon 06:00PM - 08:45PM
UMTC, West Bank
Carlson School of Management 2-224
Enrollment Status:
Open (8 of 30 seats filled)
Also Offered:
Course Catalog Description:
Finance/accounting concepts/tools in public/nonprofit organizations. Fund accounting. Balance sheet/income statement analysis. Cash flow analysis. Public/nonprofit sector budgeting processes. Lectures, discussions. Cases. prereq: Public policy major/minor or major in development practice, public affairs or liberal studies or grad nonprofit mgmt cert or instr consent
Class Notes:
Meets 7/5 - 7/30/18 (Mon/Thu, 6:00-8:45). All students attend 7/16 and 7/30/18 in-person sessions (sec 1). Students will attend other sessions online synchronously (sec 2) OR in person (sec 3). Register for sec 2 or 3. You will be automatically enrolled into sec 1. http://classinfo.umn.edu/?kiedr003+PA5003+Summer2018
Class Description:

The financial environments for public and nonprofit organizations are changing. Governments are pressured to "do more with less" and nonprofit organizations are expected to "do better at doing good." In order to meet these challenges, it is important that managers of public and nonprofit organizations possess the fundamentals of financial analysis and management.


This is an introductory course to financial analysis and management in the context of public and nonprofit organizations. The primary learning objective of this course is how to obtain accurate financial information to make sound management decisions through the analyses of financial documents such as budgets and financial statements. The processes of producing such documents will be introduced but are not the focus of this course. Conceptual frameworks and analytical techniques will be emphasized and applied to analyze real-world financial problems.


Who Should Take This Class?:
This course is required for MPP, MDP, and Nonprofit Certificate students. It is recommended for MPA students.
Learning Objectives:

By the end of the semester, students should be able:

  • To obtain basic knowledge and terminology of budgeting and financial management;

  • To summarize budgetary process, revenues, and expenditures of a public or nonprofit organization;

  • To apply basic tools of financial analysis, such as break-even analysis and marginal cost analysis, in making simple financial decisions;

  • To know how financial information is organized and reported in the accounting system;

  • To interpret data in financial statements and relate them with each other; and

  • To determine and calculate financial ratios to assess financial condition

Grading:
Each class there will be an assignment that you are to prepare and submiy via email (You may work with others in completing the assignments.). These will not be graded. You should actively participate in class discussions and class problem-solving. Class discussion, timely assignment completion, and on-line attendance count toward your participation grade. Participation represents 12 points of your grade.

There will be a first exam (30 points) and a second exam (30 points) for this course taken at the Humphrey School. The first exam will be an analysis of a real budget and real financial statements of nonprofit and public organizations, word questions, and financial problems. The second exam will be an analysis of real annual financial reports of nonprofit and public organizations, word questions, and financial problems. The second exam ONLY covers material from the second half of the course.

The final assignment is a group project in which you will review the financials of a real government or nonprofit organization and present your findings to the class in person. You will be assigned to groups in the second week of class. The group should submit a 5+ page paper of your findings at the last class. The group will also present a power point presentation (no more than 10
minutes) of the findings at the last class. The group should provide me a copy of the power points and any other information that would be helpful. This group paper (20 points) and presentation (8 points) are worth 28 points.

First Test 30 points Second Test 30 points Group Project 28 points Class Participation 12 points Total 100 points
Exam Format:
There will be a first exam (30 points) and a second exam (30 points) for this course. The first exam will be an analysis of a real budget and real financial statements of nonprofit and public organizations, word questions, and financial problems. The second exam will be an analysis of real annual financial reports of nonprofit and public organizations, word questions, and financial problems. The second exam ONLY covers material from the second half of the course.
Class Format:
This is a "flipped" course. Students will watch normal lectures on videos at home. There are 8 class periods. Class time is used to review material, solve assignments, review additional videos and/or material, and take exams. Students in the online format will link-up through WebEx for all classes except for the 4th and 8th classes in which exams and presentations must occur in person.
Workload:
6 Homework Assignment(s).
2 Exams In person.
1 Group Presentation in person. Students indicate that the workload is similar to other Humphrey courses. Generally, 3-5 hours per class is required.
Textbooks:
https://bookstores.umn.edu/course-lookup/84900/1185
Syllabus:
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Summer2018.docx
Past Syllabi:
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Spring2020.docx (Spring 2020)
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Spring2019.docx (Spring 2019)
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Spring2018.docx (Spring 2018)
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Fall2017.docx (Fall 2017)
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Summer2017.docx (Summer 2017)
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Spring2017.docx (Spring 2017)
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Fall2015.pdf (Fall 2015)
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Summer2015.docx (Summer 2015)
Instructor Supplied Information Last Updated:
28 March 2018

Summer 2018  |  PA 5003 Section 002: Introduction to Financial Analysis and Management (84909)

Instructor(s)
Class Component:
Discussion
Class Attributes:
Online Course
Times and Locations:
Regular Academic Session
 
07/05/2018 - 07/12/2018
Mon, Thu 06:00PM - 08:45PM
Off Campus
Virtual Rooms ONLINEONLY
 
07/19/2018 - 07/26/2018
Mon, Thu 06:00PM - 08:45PM
Off Campus
Virtual Rooms ONLINEONLY
Auto Enrolls With:
Section 001
Enrollment Status:
Open (4 of 10 seats filled)
Course Catalog Description:
Finance/accounting concepts/tools in public/nonprofit organizations. Fund accounting. Balance sheet/income statement analysis. Cash flow analysis. Public/nonprofit sector budgeting processes. Lectures, discussions. Cases. prereq: Public policy major/minor or major in development practice, public affairs or liberal studies or grad nonprofit mgmt cert or instr consent
Class Notes:
Meets 7/5 - 7/30/18 (Mon/Thu, 6:00-8:45). All students attend 7/16 and 7/30/18 in-person sessions (sec 1). Students will attend other sessions online synchronously (sec 2) OR in person (sec 3). Register for sec 2 or 3. You will be automatically enrolled into sec 1. http://classinfo.umn.edu/?kiedr003+PA5003+Summer2018
Class Description:

The financial environments for public and nonprofit organizations are changing. Governments are pressured to "do more with less" and nonprofit organizations are expected to "do better at doing good." In order to meet these challenges, it is important that managers of public and nonprofit organizations possess the fundamentals of financial analysis and management.


This is an introductory course to financial analysis and management in the context of public and nonprofit organizations. The primary learning objective of this course is how to obtain accurate financial information to make sound management decisions through the analyses of financial documents such as budgets and financial statements. The processes of producing such documents will be introduced but are not the focus of this course. Conceptual frameworks and analytical techniques will be emphasized and applied to analyze real-world financial problems.


Who Should Take This Class?:
This course is required for MPP, MDP, and Nonprofit Certificate students. It is recommended for MPA students.
Learning Objectives:

By the end of the semester, students should be able:

  • To obtain basic knowledge and terminology of budgeting and financial management;

  • To summarize budgetary process, revenues, and expenditures of a public or nonprofit organization;

  • To apply basic tools of financial analysis, such as break-even analysis and marginal cost analysis, in making simple financial decisions;

  • To know how financial information is organized and reported in the accounting system;

  • To interpret data in financial statements and relate them with each other; and

  • To determine and calculate financial ratios to assess financial condition

Grading:
Each class there will be an assignment that you are to prepare and submiy via email (You may work with others in completing the assignments.). These will not be graded. You should actively participate in class discussions and class problem-solving. Class discussion, timely assignment completion, and on-line attendance count toward your participation grade. Participation represents 12 points of your grade.

There will be a first exam (30 points) and a second exam (30 points) for this course taken at the Humphrey School. The first exam will be an analysis of a real budget and real financial statements of nonprofit and public organizations, word questions, and financial problems. The second exam will be an analysis of real annual financial reports of nonprofit and public organizations, word questions, and financial problems. The second exam ONLY covers material from the second half of the course.

The final assignment is a group project in which you will review the financials of a real government or nonprofit organization and present your findings to the class in person. You will be assigned to groups in the second week of class. The group should submit a 5+ page paper of your findings at the last class. The group will also present a power point presentation (no more than 10
minutes) of the findings at the last class. The group should provide me a copy of the power points and any other information that would be helpful. This group paper (20 points) and presentation (8 points) are worth 28 points.

First Test 30 points Second Test 30 points Group Project 28 points Class Participation 12 points Total 100 points
Exam Format:
There will be a first exam (30 points) and a second exam (30 points) for this course. The first exam will be an analysis of a real budget and real financial statements of nonprofit and public organizations, word questions, and financial problems. The second exam will be an analysis of real annual financial reports of nonprofit and public organizations, word questions, and financial problems. The second exam ONLY covers material from the second half of the course.
Class Format:
This is a "flipped" course. Students will watch normal lectures on videos at home. There are 8 class periods. Class time is used to review material, solve assignments, review additional videos and/or material, and take exams. Students in the online format will link-up through WebEx for all classes except for the 4th and 8th classes in which exams and presentations must occur in person.
Workload:
6 Homework Assignment(s).
2 Exams In person.
1 Group Presentation in person. Students indicate that the workload is similar to other Humphrey courses. Generally, 3-5 hours per class is required.
Textbooks:
https://bookstores.umn.edu/course-lookup/84909/1185
Syllabus:
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Summer2018.docx
Past Syllabi:
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Spring2020.docx (Spring 2020)
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Spring2019.docx (Spring 2019)
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Spring2018.docx (Spring 2018)
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Fall2017.docx (Fall 2017)
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Summer2017.docx (Summer 2017)
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Spring2017.docx (Spring 2017)
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Fall2015.pdf (Fall 2015)
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Summer2015.docx (Summer 2015)
Instructor Supplied Information Last Updated:
28 March 2018

Summer 2018  |  PA 5003 Section 003: Introduction to Financial Analysis and Management (84910)

Instructor(s)
Class Component:
Discussion
Times and Locations:
Regular Academic Session
 
07/05/2018 - 07/12/2018
Mon, Thu 06:00PM - 08:45PM
UMTC, West Bank
Carlson School of Management 2-224
 
07/19/2018 - 07/26/2018
Mon, Thu 06:00PM - 08:45PM
UMTC, West Bank
Carlson School of Management 2-224
Auto Enrolls With:
Section 001
Enrollment Status:
Open (4 of 20 seats filled)
Course Catalog Description:
Finance/accounting concepts/tools in public/nonprofit organizations. Fund accounting. Balance sheet/income statement analysis. Cash flow analysis. Public/nonprofit sector budgeting processes. Lectures, discussions. Cases. prereq: Public policy major/minor or major in development practice, public affairs or liberal studies or grad nonprofit mgmt cert or instr consent
Class Notes:
Meets 7/5 - 7/30/18 (Mon/Thu, 6:00-8:45). All students attend 7/16 and 7/30/18 in-person sessions (sec 1). Students will attend other sessions online synchronously (sec 2) OR in person (sec 3). Register for sec 2 or 3. You will be automatically enrolled into sec 1. http://classinfo.umn.edu/?kiedr003+PA5003+Summer2018
Class Description:

The financial environments for public and nonprofit organizations are changing. Governments are pressured to "do more with less" and nonprofit organizations are expected to "do better at doing good." In order to meet these challenges, it is important that managers of public and nonprofit organizations possess the fundamentals of financial analysis and management.


This is an introductory course to financial analysis and management in the context of public and nonprofit organizations. The primary learning objective of this course is how to obtain accurate financial information to make sound management decisions through the analyses of financial documents such as budgets and financial statements. The processes of producing such documents will be introduced but are not the focus of this course. Conceptual frameworks and analytical techniques will be emphasized and applied to analyze real-world financial problems.


Who Should Take This Class?:
This course is required for MPP, MDP, and Nonprofit Certificate students. It is recommended for MPA students.
Learning Objectives:

By the end of the semester, students should be able:

  • To obtain basic knowledge and terminology of budgeting and financial management;

  • To summarize budgetary process, revenues, and expenditures of a public or nonprofit organization;

  • To apply basic tools of financial analysis, such as break-even analysis and marginal cost analysis, in making simple financial decisions;

  • To know how financial information is organized and reported in the accounting system;

  • To interpret data in financial statements and relate them with each other; and

  • To determine and calculate financial ratios to assess financial condition

Grading:
Each class there will be an assignment that you are to prepare and submiy via email (You may work with others in completing the assignments.). These will not be graded. You should actively participate in class discussions and class problem-solving. Class discussion, timely assignment completion, and on-line attendance count toward your participation grade. Participation represents 12 points of your grade.

There will be a first exam (30 points) and a second exam (30 points) for this course taken at the Humphrey School. The first exam will be an analysis of a real budget and real financial statements of nonprofit and public organizations, word questions, and financial problems. The second exam will be an analysis of real annual financial reports of nonprofit and public organizations, word questions, and financial problems. The second exam ONLY covers material from the second half of the course.

The final assignment is a group project in which you will review the financials of a real government or nonprofit organization and present your findings to the class in person. You will be assigned to groups in the second week of class. The group should submit a 5+ page paper of your findings at the last class. The group will also present a power point presentation (no more than 10
minutes) of the findings at the last class. The group should provide me a copy of the power points and any other information that would be helpful. This group paper (20 points) and presentation (8 points) are worth 28 points.

First Test 30 points Second Test 30 points Group Project 28 points Class Participation 12 points Total 100 points
Exam Format:
There will be a first exam (30 points) and a second exam (30 points) for this course. The first exam will be an analysis of a real budget and real financial statements of nonprofit and public organizations, word questions, and financial problems. The second exam will be an analysis of real annual financial reports of nonprofit and public organizations, word questions, and financial problems. The second exam ONLY covers material from the second half of the course.
Class Format:
This is a "flipped" course. Students will watch normal lectures on videos at home. There are 8 class periods. Class time is used to review material, solve assignments, review additional videos and/or material, and take exams. Students in the online format will link-up through WebEx for all classes except for the 4th and 8th classes in which exams and presentations must occur in person.
Workload:
6 Homework Assignment(s).
2 Exams In person.
1 Group Presentation in person. Students indicate that the workload is similar to other Humphrey courses. Generally, 3-5 hours per class is required.
Textbooks:
https://bookstores.umn.edu/course-lookup/84910/1185
Syllabus:
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Summer2018.docx
Past Syllabi:
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Spring2020.docx (Spring 2020)
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Spring2019.docx (Spring 2019)
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Spring2018.docx (Spring 2018)
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Fall2017.docx (Fall 2017)
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Summer2017.docx (Summer 2017)
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Spring2017.docx (Spring 2017)
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Fall2015.pdf (Fall 2015)
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Summer2015.docx (Summer 2015)
Instructor Supplied Information Last Updated:
28 March 2018

Spring 2018  |  PA 5003 Section 002: Introduction to Financial Analysis and Management (54909)

Instructor(s)
Class Component:
Lecture
Credits:
1.5 Credits
Grading Basis:
A-F or Audit
Instructor Consent:
No Special Consent Required
Instruction Mode:
In Person Term Based
Times and Locations:
Second Half of Term
 
03/19/2018 - 05/04/2018
Thu 06:00PM - 08:45PM
UMTC, West Bank
Carlson School of Management 2-219
Enrollment Status:
Open (28 of 30 seats filled)
Also Offered:
Course Catalog Description:
Finance/accounting concepts/tools in public/nonprofit organizations. Fund accounting. Balance sheet/income statement analysis. Cash flow analysis. Public/nonprofit sector budgeting processes. Lectures, discussions. Cases. prereq: Public policy major/minor or major in development practice, public affairs or liberal studies or grad nonprofit mgmt cert or instr consent
Class Notes:
Class will be 'flipped.' Students will view lectures outside of class and use class time for other activities. http://classinfo.umn.edu/?kiedr003+PA5003+Spring2018
Class Description:

The financial environments for public and nonprofit organizations are changing. Governments are pressured to "do more with less" and nonprofit organizations are expected to "do better at doing good." In order to meet these challenges, it is important that managers of public and nonprofit organizations possess the fundamentals of financial analysis and management.


This is an introductory course to financial analysis and management in the context of public and nonprofit organizations. The primary learning objective of this course is how to obtain accurate financial information to make sound management decisions through the analyses of financial documents such as budgets and financial statements. The processes of producing such documents will be introduced but are not the focus of this course. Conceptual frameworks and analytical techniques will be emphasized and applied to analyze real-world financial problems.


Who Should Take This Class?:
This course is required for MPP, MDP, and Nonprofit Certificate students. It is recommended for MPA students.
Learning Objectives:

By the end of the semester, students should be able:

  • To obtain basic knowledge and terminology of budgeting and financial management;

  • To summarize budgetary process, revenues, and expenditures of a public or nonprofit organization;

  • To apply basic tools of financial analysis, such as break-even analysis and marginal cost analysis, in making simple financial decisions;

  • To know how financial information is organized and reported in the accounting system;

  • To interpret data in financial statements and relate them with each other; and

  • To determine and calculate financial ratios to assess financial condition

Grading:
Each class there will be an assignment that you are to prepare and submiy via email (You may work with others in completing the assignments.). These will not be graded. You should actively participate in class discussions and class problem-solving. Class discussion, timely assignment completion, and on-line attendance count toward your participation grade. Participation represents 12 points of your grade.

There will be a first exam (30 points) and a second exam (30 points) for this course taken at the Humphrey School. The first exam will be an analysis of a real budget and real financial statements of nonprofit and public organizations, word questions, and financial problems. The second exam will be an analysis of real annual financial reports of nonprofit and public organizations, word questions, and financial problems. The second exam ONLY covers material from the second half of the course.

The final assignment is a group project in which you will review the financials of a real government or nonprofit organization and present your findings to the class in person. You will be assigned to groups in the second week of class. The group should submit a 5+ page paper of your findings at the last class. The group will also present a power point presentation (no more than 10
minutes) of the findings at the last class. The group should provide me a copy of the power points and any other information that would be helpful. This group paper (20 points) and presentation (8 points) are worth 28 points.

First Test 30 points Second Test 30 points Group Project 28 points Class Participation 12 points Total 100 points
Exam Format:
There will be a first exam (30 points) and a second exam (30 points) for this course. The first exam will be an analysis of a real budget and real financial statements of nonprofit and public organizations, word questions, and financial problems. The second exam will be an analysis of real annual financial reports of nonprofit and public organizations, word questions, and financial problems. The second exam ONLY covers material from the second half of the course.
Class Format:
This is a "flipped" course. Students will watch normal lectures on videos at home. There are 8 class periods. Class time is used to review material, solve assignments, review additional videos and/or material, and take exams.
Workload:
6 Homework Assignment(s).
2 Exams In person.
1 Group Presentation in person. Students indicate that the workload is similar to other Humphrey courses. Generally, 3-5 hours per class is required.
Textbooks:
https://bookstores.umn.edu/course-lookup/54909/1183
Syllabus:
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Spring2018.docx
Past Syllabi:
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Spring2020.docx (Spring 2020)
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Spring2019.docx (Spring 2019)
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Summer2018.docx (Summer 2018)
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Fall2017.docx (Fall 2017)
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Summer2017.docx (Summer 2017)
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Spring2017.docx (Spring 2017)
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Fall2015.pdf (Fall 2015)
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Summer2015.docx (Summer 2015)
Instructor Supplied Information Last Updated:
8 November 2017

Fall 2017  |  PA 5003 Section 001: Introduction to Financial Analysis and Management (21201)

Instructor(s)
Class Component:
Lecture
Credits:
1.5 Credits
Grading Basis:
A-F or Audit
Instructor Consent:
No Special Consent Required
Instruction Mode:
In Person Term Based
Times and Locations:
First Half of Term
 
09/05/2017 - 10/23/2017
Mon, Wed 02:30PM - 03:45PM
UMTC, West Bank
Hubert H Humphrey Center 15
 
10/20/2017
Fri 02:30PM - 05:30PM
UMTC, West Bank
Hubert H Humphrey Center 15
Also Offered:
Course Catalog Description:
Finance/accounting concepts/tools in public/nonprofit organizations. Fund accounting. Balance sheet/income statement analysis. Cash flow analysis. Public/nonprofit sector budgeting processes. Lectures, discussions. Cases. prereq: Public policy major/minor or major in development practice, public affairs or liberal studies or grad nonprofit mgmt cert or instr consent
Class Notes:
Please contact the instructor to discuss possible options if you have a conflict with the 10/20/17 class session. PA 5003 will also be offered in Spring 2018. http://classinfo.umn.edu/?kiedr003+PA5003+Fall2017
Class Description:

The financial environments for public and nonprofit organizations are changing. Governments are pressured to "do more with less" and nonprofit organizations are expected to "do better at doing good." In order to meet these challenges, it is important that managers of public and nonprofit organizations possess the fundamentals of financial analysis and management.


This is an introductory course to financial analysis and management in the context of public and nonprofit organizations. The primary learning objective of this course is how to obtain accurate financial information to make sound management decisions through the analyses of financial documents such as budgets and financial statements. The processes of producing such documents will be introduced but are not the focus of this course. Conceptual frameworks and analytical techniques will be emphasized and applied to analyze real-world financial problems.


By the end of the semester, students should be able:

  • To obtain basic knowledge and terminology of budgeting and financial management;

  • To summarize budgetary process, revenues, and expenditures of a public or nonprofit organization;

  • To apply basic tools of financial analysis, such as break-even analysis and marginal cost analysis, in making simple financial decisions;

  • To know how financial information is organized and reported in the accounting system;

  • To interpret data in financial statements and relate them with each other; and

  • To determine and calculate financial ratios to assess financial condition

Who Should Take This Class?:
This course is required for MPP, MDP, and Nonprofit Certificate students. It is recommended for MPA students.
Learning Objectives:

By the end of the semester, students should be able:

  • To obtain basic knowledge and terminology of budgeting and financial management;

  • To summarize budgetary process, revenues, and expenditures of a public or nonprofit organization;

  • To apply basic tools of financial analysis, such as break-even analysis and marginal cost analysis, in making simple financial decisions;

  • To know how financial information is organized and reported in the accounting system;

  • To interpret data in financial statements and relate them with each other; and

  • To determine and calculate financial ratios to assess financial condition

Grading:
Each class there will be an assignment that you are to prepare and submiy via email (You may work with others in completing the assignments.). These will not be graded. You should actively participate in class discussions and class problem-solving. Class discussion, timely assignment completion, and on-line attendance count toward your participation grade. Participation represents 12 points of your grade.

There will be a first exam (30 points) and a second exam (30 points) for this course taken at the Humphrey School. The first exam will be an analysis of a real budget and real financial statements of nonprofit and public organizations, word questions, and financial problems. The second exam will be an analysis of real annual financial reports of nonprofit and public organizations, word questions, and financial problems. The second exam ONLY covers material from the second half of the course.

The final assignment is a group project in which you will review the financials of a real government or nonprofit organization and present your findings to the class in person. You will be assigned to groups in the second week of class. The group should submit a 5+ page paper of your findings at the last class. The group will also present a power point presentation (no more than 10
minutes) of the findings at the last class. The group should provide me a copy of the power points and any other information that would be helpful. This group paper (20 points) and presentation (8 points) are worth 28 points.

First Test 30 points Second Test 30 points Group Project 28 points Class Participation 12 points Total 100 points
Exam Format:
There will be a first exam (30 points) and a second exam (30 points) for this course. The first exam will be an analysis of a real budget and real financial statements of nonprofit and public organizations, word questions, and financial problems. The second exam will be an analysis of real annual financial reports of nonprofit and public organizations, word questions, and financial problems. The second exam ONLY covers material from the second half of the course.
Class Format:
There are 8 class periods. Class time is used to review material, complete assignments, review additional videos and/or material, and take exams.
Workload:
6 Homework Assignment(s).
2 Exams In person.
1 Group Presentation in person. Students indicate that the workload is similar to other Humphrey courses. Generally, 3-5 hours per class is required.
Textbooks:
https://bookstores.umn.edu/course-lookup/21201/1179
Syllabus:
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Fall2017.docx
Past Syllabi:
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Spring2020.docx (Spring 2020)
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Spring2019.docx (Spring 2019)
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Summer2018.docx (Summer 2018)
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Spring2018.docx (Spring 2018)
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Summer2017.docx (Summer 2017)
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Spring2017.docx (Spring 2017)
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Fall2015.pdf (Fall 2015)
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Summer2015.docx (Summer 2015)
Instructor Supplied Information Last Updated:
20 July 2017

Fall 2017  |  PA 5003 Section 002: Introduction to Financial Analysis and Management (21200)

Instructor(s)
Class Component:
Lecture
Credits:
1.5 Credits
Grading Basis:
A-F or Audit
Instructor Consent:
No Special Consent Required
Instruction Mode:
In Person Term Based
Times and Locations:
Second Half of Term
 
10/24/2017 - 12/13/2017
Mon 06:00PM - 08:45PM
UMTC, West Bank
Hubert H Humphrey Center 25
Also Offered:
Course Catalog Description:
Finance/accounting concepts/tools in public/nonprofit organizations. Fund accounting. Balance sheet/income statement analysis. Cash flow analysis. Public/nonprofit sector budgeting processes. Lectures, discussions. Cases. prereq: Public policy major/minor or major in development practice, public affairs or liberal studies or grad nonprofit mgmt cert or instr consent
Class Notes:
This class will also be offered in Spring 2018. http://classinfo.umn.edu/?kiedr003+PA5003+Fall2017
Class Description:

The financial environments for public and nonprofit organizations are changing. Governments are pressured to "do more with less" and nonprofit organizations are expected to "do better at doing good." In order to meet these challenges, it is important that managers of public and nonprofit organizations possess the fundamentals of financial analysis and management.


This is an introductory course to financial analysis and management in the context of public and nonprofit organizations. The primary learning objective of this course is how to obtain accurate financial information to make sound management decisions through the analyses of financial documents such as budgets and financial statements. The processes of producing such documents will be introduced but are not the focus of this course. Conceptual frameworks and analytical techniques will be emphasized and applied to analyze real-world financial problems.


By the end of the semester, students should be able:

  • To obtain basic knowledge and terminology of budgeting and financial management;

  • To summarize budgetary process, revenues, and expenditures of a public or nonprofit organization;

  • To apply basic tools of financial analysis, such as break-even analysis and marginal cost analysis, in making simple financial decisions;

  • To know how financial information is organized and reported in the accounting system;

  • To interpret data in financial statements and relate them with each other; and

  • To determine and calculate financial ratios to assess financial condition

Who Should Take This Class?:
This course is required for MPP, MDP, and Nonprofit Certificate students. It is recommended for MPA students.
Learning Objectives:

By the end of the semester, students should be able:

  • To obtain basic knowledge and terminology of budgeting and financial management;

  • To summarize budgetary process, revenues, and expenditures of a public or nonprofit organization;

  • To apply basic tools of financial analysis, such as break-even analysis and marginal cost analysis, in making simple financial decisions;

  • To know how financial information is organized and reported in the accounting system;

  • To interpret data in financial statements and relate them with each other; and

  • To determine and calculate financial ratios to assess financial condition

Grading:
Each class there will be an assignment that you are to prepare and submiy via email (You may work with others in completing the assignments.). These will not be graded. You should actively participate in class discussions and class problem-solving. Class discussion, timely assignment completion, and on-line attendance count toward your participation grade. Participation represents 12 points of your grade.

There will be a first exam (30 points) and a second exam (30 points) for this course taken at the Humphrey School. The first exam will be an analysis of a real budget and real financial statements of nonprofit and public organizations, word questions, and financial problems. The second exam will be an analysis of real annual financial reports of nonprofit and public organizations, word questions, and financial problems. The second exam ONLY covers material from the second half of the course.

The final assignment is a group project in which you will review the financials of a real government or nonprofit organization and present your findings to the class in person. You will be assigned to groups in the second week of class. The group should submit a 5+ page paper of your findings at the last class. The group will also present a power point presentation (no more than 10
minutes) of the findings at the last class. The group should provide me a copy of the power points and any other information that would be helpful. This group paper (20 points) and presentation (8 points) are worth 28 points.

First Test 30 points Second Test 30 points Group Project 28 points Class Participation 12 points Total 100 points
Exam Format:
There will be a first exam (30 points) and a second exam (30 points) for this course. The first exam will be an analysis of a real budget and real financial statements of nonprofit and public organizations, word questions, and financial problems. The second exam will be an analysis of real annual financial reports of nonprofit and public organizations, word questions, and financial problems. The second exam ONLY covers material from the second half of the course.
Class Format:
There are 8 class periods. Class time is used to review material, complete assignments, review additional videos and/or material, and take exams.
Workload:
6 Homework Assignment(s).
2 Exams In person.
1 Group Presentation in person. Students indicate that the workload is similar to other Humphrey courses. Generally, 3-5 hours per class is required.
Textbooks:
https://bookstores.umn.edu/course-lookup/21200/1179
Syllabus:
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Fall2017.docx
Past Syllabi:
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Spring2020.docx (Spring 2020)
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Spring2019.docx (Spring 2019)
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Summer2018.docx (Summer 2018)
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Spring2018.docx (Spring 2018)
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Summer2017.docx (Summer 2017)
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Spring2017.docx (Spring 2017)
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Fall2015.pdf (Fall 2015)
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Summer2015.docx (Summer 2015)
Instructor Supplied Information Last Updated:
20 July 2017

Summer 2017  |  PA 5003 Section 001: Introduction to Financial Analysis and Management (84766)

Instructor(s)
Class Component:
Lecture
Instructor Consent:
No Special Consent Required
Instruction Mode:
In Person Term Based
Times and Locations:
Regular Academic Session
 
07/17/2017
Mon 06:00PM - 08:45PM
UMTC, West Bank
Carlson School of Management 1-142
 
07/31/2017
Mon 06:00PM - 08:45PM
UMTC, West Bank
Carlson School of Management 1-142
Also Offered:
Course Catalog Description:
Finance/accounting concepts/tools in public/nonprofit organizations. Fund accounting. Balance sheet/income statement analysis. Cash flow analysis. Public/nonprofit sector budgeting processes. Lectures, discussions. Cases. prereq: Public policy major/minor or major in development practice, public affairs or liberal studies or grad nonprofit mgmt cert or instr consent
Class Notes:
Meets 7/6 - 7/31/17 (Mon/Thu, 6:00-8:45). All students attend 7/17 and 7/31/17 in-person sessions (sec 1). Students will attend other sessions online synchronously (sec 2) OR in person (sec 3). Register for sec 2 or 3. You will be automatically enrolled into sec 1. http://classinfo.umn.edu/?kiedr003+PA5003+Summer2017
Class Description:

The financial environments for public and nonprofit organizations are changing. Governments are pressured to "do more with less" and nonprofit organizations are expected to "do better at doing good." In order to meet these challenges, it is important that managers of public and nonprofit organizations possess the fundamentals of financial analysis and management.


This is an introductory course to financial analysis and management in the context of public and nonprofit organizations. The primary learning objective of this course is how to obtain accurate financial information to make sound management decisions through the analyses of financial documents such as budgets and financial statements. The processes of producing such documents will be introduced but are not the focus of this course. Conceptual frameworks and analytical techniques will be emphasized and applied to analyze real-world financial problems.


By the end of the semester, students should be able:

  • To obtain basic knowledge and terminology of budgeting and financial management;

  • To summarize budgetary process, revenues, and expenditures of a public or nonprofit organization;

  • To apply basic tools of financial analysis, such as break-even analysis and marginal cost analysis, in making simple financial decisions;

  • To know how financial information is organized and reported in the accounting system;

  • To interpret data in financial statements and relate them with each other; and

  • To determine and calculate financial ratios to assess financial condition

Learning Objectives:

By the end of the semester, students should be able:

  • To obtain basic knowledge and terminology of budgeting and financial management;

  • To summarize budgetary process, revenues, and expenditures of a public or nonprofit organization;

  • To apply basic tools of financial analysis, such as break-even analysis and marginal cost analysis, in making simple financial decisions;

  • To know how financial information is organized and reported in the accounting system;

  • To interpret data in financial statements and relate them with each other; and

  • To determine and calculate financial ratios to assess financial condition

Grading:
Each class there will be an assignment that you are to prepare and submiy via email (You may work with others in completing the assignments.). These will not be graded. You should actively participate in class discussions and class problem-solving. Class discussion, timely assignment completion, and on-line attendance count toward your participation grade. Participation represents 12 points of your grade.

There will be a first exam (30 points) and a second exam (30 points) for this course taken at the Humphrey School. The first exam will be an analysis of a real budget and real financial statements of nonprofit and public organizations, word questions, and financial problems. The second exam will be an analysis of real annual financial reports of nonprofit and public organizations, word questions, and financial problems. The second exam ONLY covers material from the second half of the course.

The final assignment is a group project in which you will review the financials of a real government or nonprofit organization and present your findings to the class in person. You will be assigned to groups in the second week of class. The group should submit a 5+ page paper of your findings at the last class. The group will also present a power point presentation (no more than 10
minutes) of the findings at the last class. The group should provide me a copy of the power points and any other information that would be helpful. This group paper (20 points) and presentation (8 points) are worth 28 points.

First Test 30 points Second Test 30 points Group Project 28 points Class Participation 12 points Total 100 points
Exam Format:
There will be a first exam (30 points) and a second exam (30 points) for this course. The first exam will be an analysis of a real budget and real financial statements of nonprofit and public organizations, word questions, and financial problems. The second exam will be an analysis of real annual financial reports of nonprofit and public organizations, word questions, and financial problems. The second exam ONLY covers material from the second half of the course.
Class Format:
This class is "flipped." Traditional lectures are videotaped and made available on Moodle. Also, students will be able to "attend" sessions in their own homes via a WebEx software system. Students will log into the WebEx system to participate in the problem-solving sessions. There are 8 class periods generally an hour and 45 minutes. Class time is used to review assignments, review additional videos and/or material, and take exams.
Workload:
6 Homework Assignment(s) turned in via email and reviewed "at home".
2 Exams In person.
1 Group Presentation in person.
1 Presentation Students indicate that the workload is similar to other Humphrey courses. Generally, 3-5 hours per class is required.
Textbooks:
https://bookstores.umn.edu/course-lookup/84766/1175
Syllabus:
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Summer2017.docx
Past Syllabi:
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Spring2020.docx (Spring 2020)
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Spring2019.docx (Spring 2019)
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Summer2018.docx (Summer 2018)
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Spring2018.docx (Spring 2018)
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Fall2017.docx (Fall 2017)
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Spring2017.docx (Spring 2017)
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Fall2015.pdf (Fall 2015)
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Summer2015.docx (Summer 2015)
Instructor Supplied Information Last Updated:
21 February 2017

Summer 2017  |  PA 5003 Section 002: Introduction to Financial Analysis and Management (84782)

Instructor(s)
Class Component:
Discussion
Class Attributes:
Online Course
Times and Locations:
Regular Academic Session
 
07/06/2017 - 07/13/2017
Mon, Thu 06:00PM - 08:45PM
Off Campus
Virtual Rooms ONLINEONLY
 
07/20/2017 - 07/27/2017
Mon, Thu 06:00PM - 08:45PM
Off Campus
Virtual Rooms ONLINEONLY
Auto Enrolls With:
Section 001
Course Catalog Description:
Finance/accounting concepts/tools in public/nonprofit organizations. Fund accounting. Balance sheet/income statement analysis. Cash flow analysis. Public/nonprofit sector budgeting processes. Lectures, discussions. Cases. prereq: Public policy major/minor or major in development practice, public affairs or liberal studies or grad nonprofit mgmt cert or instr consent
Class Notes:
Meets 7/6 - 7/31/17 (Mon/Thu, 6:00-8:45). All students attend 7/17 and 7/31/17 in-person sessions (sec 1). Students will attend other sessions online synchronously (sec 2) OR in person (sec 3). Register for sec 2 or 3. You will be automatically enrolled into sec 1. http://classinfo.umn.edu/?kiedr003+PA5003+Summer2016
Class Description:

The financial environments for public and nonprofit organizations are changing. Governments are pressured to "do more with less" and nonprofit organizations are expected to "do better at doing good." In order to meet these challenges, it is important that managers of public and nonprofit organizations possess the fundamentals of financial analysis and management.


This is an introductory course to financial analysis and management in the context of public and nonprofit organizations. The primary learning objective of this course is how to obtain accurate financial information to make sound management decisions through the analyses of financial documents such as budgets and financial statements. The processes of producing such documents will be introduced but are not the focus of this course. Conceptual frameworks and analytical techniques will be emphasized and applied to analyze real-world financial problems.


By the end of the semester, students should be able:

  • To obtain basic knowledge and terminology of budgeting and financial management;

  • To summarize budgetary process, revenues, and expenditures of a public or nonprofit organization;

  • To apply basic tools of financial analysis, such as break-even analysis and marginal cost analysis, in making simple financial decisions;

  • To know how financial information is organized and reported in the accounting system;

  • To interpret data in financial statements and relate them with each other; and

  • To determine and calculate financial ratios to assess financial condition

Learning Objectives:

By the end of the semester, students should be able:

  • To obtain basic knowledge and terminology of budgeting and financial management;

  • To summarize budgetary process, revenues, and expenditures of a public or nonprofit organization;

  • To apply basic tools of financial analysis, such as break-even analysis and marginal cost analysis, in making simple financial decisions;

  • To know how financial information is organized and reported in the accounting system;

  • To interpret data in financial statements and relate them with each other; and

  • To determine and calculate financial ratios to assess financial condition

Grading:
Each class there will be an assignment that you are to prepare and submiy via email (You may work with others in completing the assignments.). These will not be graded. You should actively participate in class discussions and class problem-solving. Class discussion, timely assignment completion, and on-line attendance count toward your participation grade. Participation represents 12 points of your grade.

There will be a first exam (30 points) and a second exam (30 points) for this course taken at the Humphrey School. The first exam will be an analysis of a real budget and real financial statements of nonprofit and public organizations, word questions, and financial problems. The second exam will be an analysis of real annual financial reports of nonprofit and public organizations, word questions, and financial problems. The second exam ONLY covers material from the second half of the course.

The final assignment is a group project in which you will review the financials of a real government or nonprofit organization and present your findings to the class in person. You will be assigned to groups in the second week of class. The group should submit a 5+ page paper of your findings at the last class. The group will also present a power point presentation (no more than 10
minutes) of the findings at the last class. The group should provide me a copy of the power points and any other information that would be helpful. This group paper (20 points) and presentation (8 points) are worth 28 points.

First Test 30 points Second Test 30 points Group Project 28 points Class Participation 12 points Total 100 points
Exam Format:
There will be a first exam (30 points) and a second exam (30 points) for this course. The first exam will be an analysis of a real budget and real financial statements of nonprofit and public organizations, word questions, and financial problems. The second exam will be an analysis of real annual financial reports of nonprofit and public organizations, word questions, and financial problems. The second exam ONLY covers material from the second half of the course.
Class Format:
This class is "flipped." Traditional lectures are videotaped and made available on Moodle. Also, students will be able to "attend" sessions in their own homes via a WebEx software system. Students will log into the WebEx system to participate in the problem-solving sessions. There are 8 class periods generally an hour and 45 minutes. Class time is used to review assignments, review additional videos and/or material, and take exams.
Workload:
6 Homework Assignment(s) turned in via email and reviewed "at home".
2 Exams In person.
1 Group Presentation in person.
1 Presentation Students indicate that the workload is similar to other Humphrey courses. Generally, 3-5 hours per class is required.
Textbooks:
https://bookstores.umn.edu/course-lookup/84782/1175
Syllabus:
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Summer2017.docx
Past Syllabi:
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Spring2020.docx (Spring 2020)
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Spring2019.docx (Spring 2019)
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Summer2018.docx (Summer 2018)
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Spring2018.docx (Spring 2018)
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Fall2017.docx (Fall 2017)
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Spring2017.docx (Spring 2017)
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Fall2015.pdf (Fall 2015)
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Summer2015.docx (Summer 2015)
Instructor Supplied Information Last Updated:
21 February 2017

Summer 2017  |  PA 5003 Section 003: Introduction to Financial Analysis and Management (84783)

Instructor(s)
Class Component:
Discussion
Times and Locations:
Regular Academic Session
 
07/06/2017 - 07/13/2017
Mon, Thu 06:00PM - 08:45PM
UMTC, West Bank
Carlson School of Management 1-142
 
07/20/2017 - 07/27/2017
Mon, Thu 06:00PM - 08:45PM
UMTC, West Bank
Carlson School of Management 1-142
Auto Enrolls With:
Section 001
Course Catalog Description:
Finance/accounting concepts/tools in public/nonprofit organizations. Fund accounting. Balance sheet/income statement analysis. Cash flow analysis. Public/nonprofit sector budgeting processes. Lectures, discussions. Cases. prereq: Public policy major/minor or major in development practice, public affairs or liberal studies or grad nonprofit mgmt cert or instr consent
Class Notes:
Meets 7/6 - 7/31/17 (Mon/Thu, 6:00-8:45). All students attend 7/17 and 7/31/17 in-person sessions (sec 1). Students will attend other sessions online synchronously (sec 2) OR in person (sec 3). Register for sec 2 or 3. You will be automatically enrolled into sec 1. http://classinfo.umn.edu/?kiedr003+PA5003+Summer2016
Class Description:

The financial environments for public and nonprofit organizations are changing. Governments are pressured to "do more with less" and nonprofit organizations are expected to "do better at doing good." In order to meet these challenges, it is important that managers of public and nonprofit organizations possess the fundamentals of financial analysis and management.


This is an introductory course to financial analysis and management in the context of public and nonprofit organizations. The primary learning objective of this course is how to obtain accurate financial information to make sound management decisions through the analyses of financial documents such as budgets and financial statements. The processes of producing such documents will be introduced but are not the focus of this course. Conceptual frameworks and analytical techniques will be emphasized and applied to analyze real-world financial problems.


By the end of the semester, students should be able:

  • To obtain basic knowledge and terminology of budgeting and financial management;

  • To summarize budgetary process, revenues, and expenditures of a public or nonprofit organization;

  • To apply basic tools of financial analysis, such as break-even analysis and marginal cost analysis, in making simple financial decisions;

  • To know how financial information is organized and reported in the accounting system;

  • To interpret data in financial statements and relate them with each other; and

  • To determine and calculate financial ratios to assess financial condition

Learning Objectives:

By the end of the semester, students should be able:

  • To obtain basic knowledge and terminology of budgeting and financial management;

  • To summarize budgetary process, revenues, and expenditures of a public or nonprofit organization;

  • To apply basic tools of financial analysis, such as break-even analysis and marginal cost analysis, in making simple financial decisions;

  • To know how financial information is organized and reported in the accounting system;

  • To interpret data in financial statements and relate them with each other; and

  • To determine and calculate financial ratios to assess financial condition

Grading:
Each class there will be an assignment that you are to prepare and submiy via email (You may work with others in completing the assignments.). These will not be graded. You should actively participate in class discussions and class problem-solving. Class discussion, timely assignment completion, and on-line attendance count toward your participation grade. Participation represents 12 points of your grade.

There will be a first exam (30 points) and a second exam (30 points) for this course taken at the Humphrey School. The first exam will be an analysis of a real budget and real financial statements of nonprofit and public organizations, word questions, and financial problems. The second exam will be an analysis of real annual financial reports of nonprofit and public organizations, word questions, and financial problems. The second exam ONLY covers material from the second half of the course.

The final assignment is a group project in which you will review the financials of a real government or nonprofit organization and present your findings to the class in person. You will be assigned to groups in the second week of class. The group should submit a 5+ page paper of your findings at the last class. The group will also present a power point presentation (no more than 10
minutes) of the findings at the last class. The group should provide me a copy of the power points and any other information that would be helpful. This group paper (20 points) and presentation (8 points) are worth 28 points.

First Test 30 points Second Test 30 points Group Project 28 points Class Participation 12 points Total 100 points
Exam Format:
There will be a first exam (30 points) and a second exam (30 points) for this course. The first exam will be an analysis of a real budget and real financial statements of nonprofit and public organizations, word questions, and financial problems. The second exam will be an analysis of real annual financial reports of nonprofit and public organizations, word questions, and financial problems. The second exam ONLY covers material from the second half of the course.
Class Format:
This class is "flipped." Traditional lectures are videotaped and made available on Moodle. Also, students will be able to "attend" sessions in their own homes via a WebEx software system. Students will log into the WebEx system to participate in the problem-solving sessions. There are 8 class periods generally an hour and 45 minutes. Class time is used to review assignments, review additional videos and/or material, and take exams.
Workload:
6 Homework Assignment(s) turned in via email and reviewed "at home".
2 Exams In person.
1 Group Presentation in person.
1 Presentation Students indicate that the workload is similar to other Humphrey courses. Generally, 3-5 hours per class is required.
Textbooks:
https://bookstores.umn.edu/course-lookup/84783/1175
Syllabus:
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Summer2017.docx
Past Syllabi:
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Spring2020.docx (Spring 2020)
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Spring2019.docx (Spring 2019)
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Summer2018.docx (Summer 2018)
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Spring2018.docx (Spring 2018)
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Fall2017.docx (Fall 2017)
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Spring2017.docx (Spring 2017)
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Fall2015.pdf (Fall 2015)
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Summer2015.docx (Summer 2015)
Instructor Supplied Information Last Updated:
21 February 2017

Spring 2017  |  PA 5003 Section 001: Introduction to Financial Analysis and Management (55409)

Instructor(s)
Class Component:
Lecture
Credits:
1.5 Credits
Grading Basis:
A-F or Audit
Instructor Consent:
No Special Consent Required
Instruction Mode:
In Person Term Based
Times and Locations:
First Half of Term
 
01/17/2017 - 03/06/2017
Tue 06:00PM - 08:45PM
UMTC, West Bank
Hubert H Humphrey Center 30
Also Offered:
Course Catalog Description:
Finance/accounting concepts/tools in public/nonprofit organizations. Fund accounting. Balance sheet/income statement analysis. Cash flow analysis. Public/nonprofit sector budgeting processes. Lectures, discussions. Cases. prereq: Public policy major/minor or major in development practice, public affairs or liberal studies or grad nonprofit mgmt cert or instr consent
Class Description:
Understanding how public and nonprofit organizations manage financial resources is vitally important to understanding their health and where they place their priorities. Being able to budget will give you an advantage in securing resources. Being able to read a financial statement of a nonprofit will assist you in understanding the net worth of a nonprofit. Being able to analyze the financial statements of a government will suggest to you the economic vitality of the community. The financial environments for public and nonprofit organizations are changing. Governments are pressured to "do more with less" and nonprofit organizations are expected to "do better at doing good". In order to meet these challenges, it is important that managers and employees of public and nonprofit organizations possess the fundamentals of budgeting and financial analysis. This is an introductory course to budgeting and financial analysis in the context of public and nonprofit organizations. The primary learning objective of this course is how to obtain accurate financial information to make sound management decisions through the analyses of financial documents such as budgets and financial statements. The processes of producing such documents will be introduced but are not the focus of this course. Conceptual frameworks and analytical techniques will be emphasized and applied to analyze real-world financial problems.
Learning Objectives:
By the end of the course, students should be able:

Understand financial management as an integral part of nonprofit/public management

Obtain basic knowledge, terminology, and skills in nonprofit/public budgeting, accounting, and financial statements

Develop the capability to perform basic budget and financial analysis of nonprofit/public organizations

Improve communication and writing skills regarding financial matters
Grading:

Grading will be based on a mid-term exam (25%), a final exam (30%),three individual assignments (15%), a group project (20%), and on class participation (10%).

Exam Format:
Class Format:
Lectures, group discussions, in-class exercises, and student presentations
Workload:
Required Textbook: Financial Management in the Public Sector: Tools, Applications, and Cases (3rd E)Author: Xiaohu Wang; Publisher: ISBN-13:978-0765636898
(Look to syllabus for specific assignments or more information on work load.)
Textbooks:
https://bookstores.umn.edu/course-lookup/55409/1173
Syllabus:
http://classinfo.umn.edu/syllabi/zrzhao_PA5003_Spring2017.doc
Past Syllabi:
http://classinfo.umn.edu/syllabi/zrzhao_PA5003_Spring2016.doc (Spring 2016)
http://classinfo.umn.edu/syllabi/zrzhao_PA5003_Fall2015.pdf (Fall 2015)
Instructor Supplied Information Last Updated:
21 February 2017

Spring 2017  |  PA 5003 Section 002: Introduction to Financial Analysis and Management (66947)

Instructor(s)
Class Component:
Lecture
Instructor Consent:
No Special Consent Required
Instruction Mode:
In Person Term Based
Times and Locations:
Second Half of Term
 
04/08/2017
Sat 12:00PM - 03:00PM
UMTC, West Bank
Hubert H Humphrey Center 25
 
04/29/2017
Sat 12:00PM - 03:00PM
UMTC, West Bank
Hubert H Humphrey Center 25
Also Offered:
Course Catalog Description:
Finance/accounting concepts/tools in public/nonprofit organizations. Fund accounting. Balance sheet/income statement analysis. Cash flow analysis. Public/nonprofit sector budgeting processes. Lectures, discussions. Cases. prereq: Public policy major/minor or major in development practice, public affairs or liberal studies or grad nonprofit mgmt cert or instr consent
Class Notes:
http://classinfo.umn.edu/?kiedr003+PA5003+Spring2017
Class Description:

The financial environments for public and nonprofit organizations are changing. Governments are pressured to "do more with less" and nonprofit organizations are expected to "do better at doing good." In order to meet these challenges, it is important that managers of public and nonprofit organizations possess the fundamentals of financial analysis and management.


This is an introductory course to financial analysis and management in the context of public and nonprofit organizations. The primary learning objective of this course is how to obtain accurate financial information to make sound management decisions through the analyses of financial documents such as budgets and financial statements. The processes of producing such documents will be introduced but are not the focus of this course. Conceptual frameworks and analytical techniques will be emphasized and applied to analyze real-world financial problems.


By the end of the semester, students should be able:

  • To obtain basic knowledge and terminology of budgeting and financial management;

  • To summarize budgetary process, revenues, and expenditures of a public or nonprofit organization;

  • To apply basic tools of financial analysis, such as break-even analysis and marginal cost analysis, in making simple financial decisions;

  • To know how financial information is organized and reported in the accounting system;

  • To interpret data in financial statements and relate them with each other; and

  • To determine and calculate financial ratios to assess financial condition

Learning Objectives:

By the end of the semester, students should be able:

  • To obtain basic knowledge and terminology of budgeting and financial management;

  • To summarize budgetary process, revenues, and expenditures of a public or nonprofit organization;

  • To apply basic tools of financial analysis, such as break-even analysis and marginal cost analysis, in making simple financial decisions;

  • To know how financial information is organized and reported in the accounting system;

  • To interpret data in financial statements and relate them with each other; and

  • To determine and calculate financial ratios to assess financial condition

Grading:
Each class there will be an assignment that you are to prepare and submiy via email (You may work with others in completing the assignments.). These will not be graded. You should actively participate in class discussions and class problem-solving. Class discussion, timely assignment completion, and on-line attendance count toward your participation grade. Participation represents 12 points of your grade.

There will be a first exam (30 points) and a second exam (30 points) for this course taken at the Humphrey School. The first exam will be an analysis of a real budget and real financial statements of nonprofit and public organizations, word questions, and financial problems. The second exam will be an analysis of real annual financial reports of nonprofit and public organizations, word questions, and financial problems. The second exam ONLY covers material from the second half of the course.

The final assignment is a group project in which you will review the financials of a real government or nonprofit organization and present your findings to the class in person. You will be assigned to groups in the second week of class. The group should submit a 5+ page paper of your findings at the last class. The group will also present a power point presentation (no more than 10
minutes) of the findings at the last class. The group should provide me a copy of the power points and any other information that would be helpful. This group paper (20 points) and presentation (8 points) are worth 28 points.

First Test 30 points Second Test 30 points Group Project 28 points Class Participation 12 points Total 100 points
Exam Format:
There will be a first exam (30 points) and a second exam (30 points) for this course. The first exam will be an analysis of a real budget and real financial statements of nonprofit and public organizations, word questions, and financial problems. The second exam will be an analysis of real annual financial reports of nonprofit and public organizations, word questions, and financial problems. The second exam ONLY covers material from the second half of the course.
Class Format:
This class is "flipped." Traditional lectures are videotaped and made available on Moodle. Also, students will be able to "attend" sessions in their own homes via a WebEx software system. Students will log into the WebEx system to participate in the problem-solving sessions. There are 8 class periods generally an hour and 45 minutes. Class time is used to review assignments, review additional videos and/or material, and take exams.
Workload:
6 Homework Assignment(s) turned in via email and reviewed "at home".
2 Exams In person.
1 Group Presentation in person.
1 Presentation Students indicate that the workload is similar to other Humphrey courses. Generally, 3-5 hours per class is required.
Textbooks:
https://bookstores.umn.edu/course-lookup/66947/1173
Syllabus:
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Spring2017.docx
Past Syllabi:
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Spring2020.docx (Spring 2020)
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Spring2019.docx (Spring 2019)
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Summer2018.docx (Summer 2018)
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Spring2018.docx (Spring 2018)
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Fall2017.docx (Fall 2017)
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Summer2017.docx (Summer 2017)
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Fall2015.pdf (Fall 2015)
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Summer2015.docx (Summer 2015)
Instructor Supplied Information Last Updated:
21 February 2017

Spring 2017  |  PA 5003 Section 003: Introduction to Financial Analysis and Management (67792)

Instructor(s)
Class Component:
Discussion
Times and Locations:
Second Half of Term
 
03/20/2017 - 04/24/2017
Mon 06:00PM - 08:45PM
UMTC, West Bank
Virtual Rooms ONLINEONLY
Auto Enrolls With:
Section 002
Course Catalog Description:
Finance/accounting concepts/tools in public/nonprofit organizations. Fund accounting. Balance sheet/income statement analysis. Cash flow analysis. Public/nonprofit sector budgeting processes. Lectures, discussions. Cases. prereq: Public policy major/minor or major in development practice, public affairs or liberal studies or grad nonprofit mgmt cert or instr consent
Class Description:

The financial environments for public and nonprofit organizations are changing. Governments are pressured to "do more with less" and nonprofit organizations are expected to "do better at doing good." In order to meet these challenges, it is important that managers of public and nonprofit organizations possess the fundamentals of financial analysis and management.


This is an introductory course to financial analysis and management in the context of public and nonprofit organizations. The primary learning objective of this course is how to obtain accurate financial information to make sound management decisions through the analyses of financial documents such as budgets and financial statements. The processes of producing such documents will be introduced but are not the focus of this course. Conceptual frameworks and analytical techniques will be emphasized and applied to analyze real-world financial problems.


By the end of the semester, students should be able:

  • To obtain basic knowledge and terminology of budgeting and financial management;

  • To summarize budgetary process, revenues, and expenditures of a public or nonprofit organization;

  • To apply basic tools of financial analysis, such as break-even analysis and marginal cost analysis, in making simple financial decisions;

  • To know how financial information is organized and reported in the accounting system;

  • To interpret data in financial statements and relate them with each other; and

  • To determine and calculate financial ratios to assess financial condition

Learning Objectives:

By the end of the semester, students should be able:

  • To obtain basic knowledge and terminology of budgeting and financial management;

  • To summarize budgetary process, revenues, and expenditures of a public or nonprofit organization;

  • To apply basic tools of financial analysis, such as break-even analysis and marginal cost analysis, in making simple financial decisions;

  • To know how financial information is organized and reported in the accounting system;

  • To interpret data in financial statements and relate them with each other; and

  • To determine and calculate financial ratios to assess financial condition

Grading:
Each class there will be an assignment that you are to prepare and submiy via email (You may work with others in completing the assignments.). These will not be graded. You should actively participate in class discussions and class problem-solving. Class discussion, timely assignment completion, and on-line attendance count toward your participation grade. Participation represents 12 points of your grade.

There will be a first exam (30 points) and a second exam (30 points) for this course taken at the Humphrey School. The first exam will be an analysis of a real budget and real financial statements of nonprofit and public organizations, word questions, and financial problems. The second exam will be an analysis of real annual financial reports of nonprofit and public organizations, word questions, and financial problems. The second exam ONLY covers material from the second half of the course.

The final assignment is a group project in which you will review the financials of a real government or nonprofit organization and present your findings to the class in person. You will be assigned to groups in the second week of class. The group should submit a 5+ page paper of your findings at the last class. The group will also present a power point presentation (no more than 10
minutes) of the findings at the last class. The group should provide me a copy of the power points and any other information that would be helpful. This group paper (20 points) and presentation (8 points) are worth 28 points.

First Test 30 points Second Test 30 points Group Project 28 points Class Participation 12 points Total 100 points
Exam Format:
There will be a first exam (30 points) and a second exam (30 points) for this course. The first exam will be an analysis of a real budget and real financial statements of nonprofit and public organizations, word questions, and financial problems. The second exam will be an analysis of real annual financial reports of nonprofit and public organizations, word questions, and financial problems. The second exam ONLY covers material from the second half of the course.
Class Format:
This class is "flipped." Traditional lectures are videotaped and made available on Moodle. Also, students will be able to "attend" sessions in their own homes via a WebEx software system. Students will log into the WebEx system to participate in the problem-solving sessions. There are 8 class periods generally an hour and 45 minutes. Class time is used to review assignments, review additional videos and/or material, and take exams.
Workload:
6 Homework Assignment(s) turned in via email and reviewed "at home".
2 Exams In person.
1 Group Presentation in person.
1 Presentation Students indicate that the workload is similar to other Humphrey courses. Generally, 3-5 hours per class is required.
Textbooks:
https://bookstores.umn.edu/course-lookup/67792/1173
Syllabus:
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Spring2017.docx
Past Syllabi:
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Spring2020.docx (Spring 2020)
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Spring2019.docx (Spring 2019)
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Summer2018.docx (Summer 2018)
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Spring2018.docx (Spring 2018)
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Fall2017.docx (Fall 2017)
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Summer2017.docx (Summer 2017)
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Fall2015.pdf (Fall 2015)
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Summer2015.docx (Summer 2015)
Instructor Supplied Information Last Updated:
21 February 2017

Spring 2017  |  PA 5003 Section 004: Introduction to Financial Analysis and Management (67791)

Instructor(s)
Class Component:
Discussion
Times and Locations:
Second Half of Term
 
03/20/2017 - 04/24/2017
Mon 06:00PM - 08:45PM
UMTC, West Bank
Hubert H Humphrey Center 184
Auto Enrolls With:
Section 002
Course Catalog Description:
Finance/accounting concepts/tools in public/nonprofit organizations. Fund accounting. Balance sheet/income statement analysis. Cash flow analysis. Public/nonprofit sector budgeting processes. Lectures, discussions. Cases. prereq: Public policy major/minor or major in development practice, public affairs or liberal studies or grad nonprofit mgmt cert or instr consent
Class Description:

The financial environments for public and nonprofit organizations are changing. Governments are pressured to "do more with less" and nonprofit organizations are expected to "do better at doing good." In order to meet these challenges, it is important that managers of public and nonprofit organizations possess the fundamentals of financial analysis and management.


This is an introductory course to financial analysis and management in the context of public and nonprofit organizations. The primary learning objective of this course is how to obtain accurate financial information to make sound management decisions through the analyses of financial documents such as budgets and financial statements. The processes of producing such documents will be introduced but are not the focus of this course. Conceptual frameworks and analytical techniques will be emphasized and applied to analyze real-world financial problems.


By the end of the semester, students should be able:

  • To obtain basic knowledge and terminology of budgeting and financial management;

  • To summarize budgetary process, revenues, and expenditures of a public or nonprofit organization;

  • To apply basic tools of financial analysis, such as break-even analysis and marginal cost analysis, in making simple financial decisions;

  • To know how financial information is organized and reported in the accounting system;

  • To interpret data in financial statements and relate them with each other; and

  • To determine and calculate financial ratios to assess financial condition

Learning Objectives:

By the end of the semester, students should be able:

  • To obtain basic knowledge and terminology of budgeting and financial management;

  • To summarize budgetary process, revenues, and expenditures of a public or nonprofit organization;

  • To apply basic tools of financial analysis, such as break-even analysis and marginal cost analysis, in making simple financial decisions;

  • To know how financial information is organized and reported in the accounting system;

  • To interpret data in financial statements and relate them with each other; and

  • To determine and calculate financial ratios to assess financial condition

Grading:
Each class there will be an assignment that you are to prepare and submiy via email (You may work with others in completing the assignments.). These will not be graded. You should actively participate in class discussions and class problem-solving. Class discussion, timely assignment completion, and on-line attendance count toward your participation grade. Participation represents 12 points of your grade.

There will be a first exam (30 points) and a second exam (30 points) for this course taken at the Humphrey School. The first exam will be an analysis of a real budget and real financial statements of nonprofit and public organizations, word questions, and financial problems. The second exam will be an analysis of real annual financial reports of nonprofit and public organizations, word questions, and financial problems. The second exam ONLY covers material from the second half of the course.

The final assignment is a group project in which you will review the financials of a real government or nonprofit organization and present your findings to the class in person. You will be assigned to groups in the second week of class. The group should submit a 5+ page paper of your findings at the last class. The group will also present a power point presentation (no more than 10
minutes) of the findings at the last class. The group should provide me a copy of the power points and any other information that would be helpful. This group paper (20 points) and presentation (8 points) are worth 28 points.

First Test 30 points Second Test 30 points Group Project 28 points Class Participation 12 points Total 100 points
Exam Format:
There will be a first exam (30 points) and a second exam (30 points) for this course. The first exam will be an analysis of a real budget and real financial statements of nonprofit and public organizations, word questions, and financial problems. The second exam will be an analysis of real annual financial reports of nonprofit and public organizations, word questions, and financial problems. The second exam ONLY covers material from the second half of the course.
Class Format:
This class is "flipped." Traditional lectures are videotaped and made available on Moodle. Also, students will be able to "attend" sessions in their own homes via a WebEx software system. Students will log into the WebEx system to participate in the problem-solving sessions. There are 8 class periods generally an hour and 45 minutes. Class time is used to review assignments, review additional videos and/or material, and take exams.
Workload:
6 Homework Assignment(s) turned in via email and reviewed "at home".
2 Exams In person.
1 Group Presentation in person.
1 Presentation Students indicate that the workload is similar to other Humphrey courses. Generally, 3-5 hours per class is required.
Textbooks:
https://bookstores.umn.edu/course-lookup/67791/1173
Syllabus:
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Spring2017.docx
Past Syllabi:
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Spring2020.docx (Spring 2020)
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Spring2019.docx (Spring 2019)
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Summer2018.docx (Summer 2018)
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Spring2018.docx (Spring 2018)
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Fall2017.docx (Fall 2017)
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Summer2017.docx (Summer 2017)
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Fall2015.pdf (Fall 2015)
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Summer2015.docx (Summer 2015)
Instructor Supplied Information Last Updated:
21 February 2017

Fall 2016  |  PA 5003 Section 001: Introduction to Financial Analysis and Management (21367)

Instructor(s)
Class Component:
Lecture
Credits:
1.5 Credits
Grading Basis:
A-F or Audit
Instructor Consent:
No Special Consent Required
Instruction Mode:
In Person Term Based
Times and Locations:
First Half of Term
 
09/06/2016 - 10/24/2016
Tue 06:00PM - 08:45PM
UMTC, West Bank
Carlson School of Management 2-233
Also Offered:
Course Catalog Description:
Finance/accounting concepts/tools in public/nonprofit organizations. Fund accounting. Balance sheet/income statement analysis. Cash flow analysis. Public/nonprofit sector budgeting processes. Lectures, discussions. Cases. prereq: Public policy major/minor or major in development practice, public affairs or liberal studies or grad nonprofit mgmt cert or instr consent
Class Notes:
PA 5003 will also be offered in Spring 2017. http://classinfo.umn.edu/?zrzhao+PA5003+Fall2016
Class Description:
Understanding how public and nonprofit organizations manage financial resources is vitally important to understanding their health and where they place their priorities. Being able to budget will give you an advantage in securing resources. Being able to read a financial statement of a nonprofit will assist you in understanding the net worth of a nonprofit. Being able to analyze the financial statements of a government will suggest to you the economic vitality of the community. The financial environments for public and nonprofit organizations are changing. Governments are pressured to "do more with less" and nonprofit organizations are expected to "do better at doing good". In order to meet these challenges, it is important that managers and employees of public and nonprofit organizations possess the fundamentals of budgeting and financial analysis. This is an introductory course to budgeting and financial analysis in the context of public and nonprofit organizations. The primary learning objective of this course is how to obtain accurate financial information to make sound management decisions through the analyses of financial documents such as budgets and financial statements. The processes of producing such documents will be introduced but are not the focus of this course. Conceptual frameworks and analytical techniques will be emphasized and applied to analyze real-world financial problems.
Grading:

Grading will be based on a mid-term exam (25%), a final exam (30%),three individual assignments (15%), a group project (20%), and class participation (10%).

Exam Format:
Definitions, short questions, problem solving.
Class Format:
Lectures, group discussions, in-class exercises, and student presentations.
Workload:
Required Textbook: Financial Management in the Public Sector: Tools, Applications, and Cases (3rd E)Author: Xiaohu Wang; Publisher: ISBN-13:978-0765636898
(Look to syllabus for specific assignments or more information on work load.)
Textbooks:
https://bookstores.umn.edu/course-lookup/21367/1169
Past Syllabi:
http://classinfo.umn.edu/syllabi/zrzhao_PA5003_Spring2017.doc (Spring 2017)
http://classinfo.umn.edu/syllabi/zrzhao_PA5003_Spring2016.doc (Spring 2016)
http://classinfo.umn.edu/syllabi/zrzhao_PA5003_Fall2015.pdf (Fall 2015)
Instructor Supplied Information Last Updated:
28 March 2016

Fall 2016  |  PA 5003 Section 002: Introduction to Financial Analysis and Management (21366)

Instructor(s)
Class Component:
Lecture
Credits:
1.5 Credits
Grading Basis:
A-F or Audit
Instructor Consent:
No Special Consent Required
Instruction Mode:
In Person Term Based
Times and Locations:
Second Half of Term
 
10/25/2016 - 12/14/2016
Wed 06:00PM - 08:45PM
UMTC, West Bank
Hubert H Humphrey Center 15
Also Offered:
Course Catalog Description:
Finance/accounting concepts/tools in public/nonprofit organizations. Fund accounting. Balance sheet/income statement analysis. Cash flow analysis. Public/nonprofit sector budgeting processes. Lectures, discussions. Cases. prereq: Public policy major/minor or major in development practice, public affairs or liberal studies or grad nonprofit mgmt cert or instr consent
Class Notes:
This class will also be offered in Spring 2017. http://classinfo.umn.edu/?zrzhao+PA5003+Fall2016
Class Description:
Understanding how public and nonprofit organizations manage financial resources is vitally important to understanding their health and where they place their priorities. Being able to budget will give you an advantage in securing resources. Being able to read a financial statement of a nonprofit will assist you in understanding the net worth of a nonprofit. Being able to analyze the financial statements of a government will suggest to you the economic vitality of the community. The financial environments for public and nonprofit organizations are changing. Governments are pressured to "do more with less" and nonprofit organizations are expected to "do better at doing good". In order to meet these challenges, it is important that managers and employees of public and nonprofit organizations possess the fundamentals of budgeting and financial analysis. This is an introductory course to budgeting and financial analysis in the context of public and nonprofit organizations. The primary learning objective of this course is how to obtain accurate financial information to make sound management decisions through the analyses of financial documents such as budgets and financial statements. The processes of producing such documents will be introduced but are not the focus of this course. Conceptual frameworks and analytical techniques will be emphasized and applied to analyze real-world financial problems.
Grading:

Grading will be based on a mid-term exam (25%), a final exam (30%),three individual assignments (15%), a group project (20%), and class participation (10%).

Exam Format:
Definitions, short questions, problem solving.
Class Format:
Lectures, group discussions, in-class exercises, and student presentations.
Workload:
Required Textbook: Financial Management in the Public Sector: Tools, Applications, and Cases (3rd E)Author: Xiaohu Wang; Publisher: ISBN-13:978-0765636898
(Look to syllabus for specific assignments or more information on work load.)
Textbooks:
https://bookstores.umn.edu/course-lookup/21366/1169
Past Syllabi:
http://classinfo.umn.edu/syllabi/zrzhao_PA5003_Spring2017.doc (Spring 2017)
http://classinfo.umn.edu/syllabi/zrzhao_PA5003_Spring2016.doc (Spring 2016)
http://classinfo.umn.edu/syllabi/zrzhao_PA5003_Fall2015.pdf (Fall 2015)
Instructor Supplied Information Last Updated:
28 March 2016

Summer 2016  |  PA 5003 Section 001: Introduction to Financial Analysis and Management (84457)

Instructor(s)
Class Component:
Lecture
Instructor Consent:
No Special Consent Required
Instruction Mode:
In Person Term Based
Times and Locations:
Regular Academic Session
 
07/18/2016
Mon 06:00PM - 08:45PM
UMTC, West Bank
Hubert H Humphrey Center 35
 
08/01/2016
Mon 06:00PM - 08:45PM
UMTC, West Bank
Hubert H Humphrey Center 35
Also Offered:
Course Catalog Description:
Finance/accounting concepts/tools in public/nonprofit organizations. Fund accounting. Balance sheet/income statement analysis. Cash flow analysis. Public/nonprofit sector budgeting processes. Lectures, discussions. Cases. prereq: Public policy major/minor or major in development practice, public affairs or liberal studies or grad nonprofit mgmt cert or instr consent
Class Notes:
Meets 7/7 - 8/1/16 (Mon/Thu, 6:00-8:45). All students attend 7/18 and 8/1/16 in-person sessions (sec 1). Students will attend other sessions online synchronously (sec 2) OR in person (sec 3). Register for sec 2 or 3. You will be automatically enrolled into sec 1. http://classinfo.umn.edu/?kiedr003+PA5003+Summer2016
Class Description:

The financial environments for public and nonprofit organizations are changing. Governments are pressured to "do more with less" and nonprofit organizations are expected to "do better at doing good." In order to meet these challenges, it is important that managers of public and nonprofit organizations possess the fundamentals of financial analysis and management.


This is an introductory course to financial analysis and management in the context of public and nonprofit organizations. The primary learning objective of this course is how to obtain accurate financial information to make sound management decisions through the analyses of financial documents such as budgets and financial statements. The processes of producing such documents will be introduced but are not the focus of this course. Conceptual frameworks and analytical techniques will be emphasized and applied to analyze real-world financial problems.


By the end of the semester, students should be able:

  • To obtain basic knowledge and terminology of budgeting and financial management;

  • To summarize budgetary process, revenues, and expenditures of a public or nonprofit organization;

  • To apply basic tools of financial analysis, such as break-even analysis and marginal cost analysis, in making simple financial decisions;

  • To know how financial information is organized and reported in the accounting system;

  • To interpret data in financial statements and relate them with each other; and

  • To determine and calculate financial ratios to assess financial condition

Grading:
Each class there will be an assignment that you are to prepare and submiy via email (You may work with others in completing the assignments.). These will not be graded. You should actively participate in class discussions and class problem-solving. Class discussion, timely assignment completion, and on-line attendance count toward your participation grade. Participation represents 12 points of your grade.

There will be a first exam (30 points) and a second exam (30 points) for this course taken at the Humphrey School. The first exam will be an analysis of a real budget and real financial statements of nonprofit and public organizations, word questions, and financial problems. The second exam will be an analysis of real annual financial reports of nonprofit and public organizations, word questions, and financial problems. The second exam ONLY covers material from the second half of the course.

The final assignment is a group project in which you will review the financials of a real government or nonprofit organization and present your findings to the class in person. You will be assigned to groups in the second week of class. The group should submit a 5+ page paper of your findings at the last class. The group will also present a power point presentation (no more than 10
minutes) of the findings at the last class. The group should provide me a copy of the power points and any other information that would be helpful. This group paper (20 points) and presentation (8 points) are worth 28 points.

First Test 30 points Second Test 30 points Group Project 28 points Class Participation 12 points Total 100 points
Exam Format:
There will be a first exam (30 points) and a second exam (30 points) for this course. The first exam will be an analysis of a real budget and real financial statements of nonprofit and public organizations, word questions, and financial problems. The second exam will be an analysis of real annual financial reports of nonprofit and public organizations, word questions, and financial problems. The second exam ONLY covers material from the second half of the course.
Class Format:
This class is "flipped." Traditional lectures are videotaped and made available on Moodle. Also, students will be able to "attend" sessions in their own homes via a WebEx software system. Students will log into the WebEx system to participate in the problem-solving sessions. There are 8
class periods generally an hour and 45 minutes. Class time is used to review assignments, review additional videos and/or material, and take exams.
Workload:
6 Homework Assignment(s) turned in via email and reviewed "at home".
2 Exams In person.
1 Group Presentation in person.
1 Presentation Students indicate that the workload is similar to other Humphrey courses. Generally, 3-5 hours per class is required.
Textbooks:
https://bookstores.umn.edu/course-lookup/84457/1165
Past Syllabi:
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Spring2020.docx (Spring 2020)
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Spring2019.docx (Spring 2019)
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Summer2018.docx (Summer 2018)
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Spring2018.docx (Spring 2018)
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Fall2017.docx (Fall 2017)
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Summer2017.docx (Summer 2017)
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Spring2017.docx (Spring 2017)
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Fall2015.pdf (Fall 2015)
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Summer2015.docx (Summer 2015)
Instructor Supplied Information Last Updated:
28 March 2016

Summer 2016  |  PA 5003 Section 002: Introduction to Financial Analysis and Management (88437)

Instructor(s)
Class Component:
Discussion
Class Attributes:
Online Course
Times and Locations:
Regular Academic Session
 
07/07/2016 - 07/14/2016
Mon, Thu 06:00PM - 08:45PM
UMTC, West Bank
Virtual Rooms ONLINEONLY
 
07/21/2016 - 07/28/2016
Mon, Thu 06:00PM - 08:45PM
UMTC, West Bank
Virtual Rooms ONLINEONLY
Auto Enrolls With:
Section 001
Course Catalog Description:
Finance/accounting concepts/tools in public/nonprofit organizations. Fund accounting. Balance sheet/income statement analysis. Cash flow analysis. Public/nonprofit sector budgeting processes. Lectures, discussions. Cases. prereq: Public policy major/minor or major in development practice, public affairs or liberal studies or grad nonprofit mgmt cert or instr consent
Class Notes:
Meets 7/7 - 8/1/16 (Mon/Thu, 6:00-8:45). All students attend 7/18 and 8/1/16 in-person sessions (sec 1). Students will attend other sessions online synchronously (sec 2) OR in person (sec 3). Register for sec 2 or 3. You will be automatically enrolled into sec 1. http://classinfo.umn.edu/?kiedr003+PA5003+Summer2016
Class Description:

The financial environments for public and nonprofit organizations are changing. Governments are pressured to "do more with less" and nonprofit organizations are expected to "do better at doing good." In order to meet these challenges, it is important that managers of public and nonprofit organizations possess the fundamentals of financial analysis and management.


This is an introductory course to financial analysis and management in the context of public and nonprofit organizations. The primary learning objective of this course is how to obtain accurate financial information to make sound management decisions through the analyses of financial documents such as budgets and financial statements. The processes of producing such documents will be introduced but are not the focus of this course. Conceptual frameworks and analytical techniques will be emphasized and applied to analyze real-world financial problems.


By the end of the semester, students should be able:

  • To obtain basic knowledge and terminology of budgeting and financial management;

  • To summarize budgetary process, revenues, and expenditures of a public or nonprofit organization;

  • To apply basic tools of financial analysis, such as break-even analysis and marginal cost analysis, in making simple financial decisions;

  • To know how financial information is organized and reported in the accounting system;

  • To interpret data in financial statements and relate them with each other; and

  • To determine and calculate financial ratios to assess financial condition

Grading:
Each class there will be an assignment that you are to prepare and submiy via email (You may work with others in completing the assignments.). These will not be graded. You should actively participate in class discussions and class problem-solving. Class discussion, timely assignment completion, and on-line attendance count toward your participation grade. Participation represents 12 points of your grade.

There will be a first exam (30 points) and a second exam (30 points) for this course taken at the Humphrey School. The first exam will be an analysis of a real budget and real financial statements of nonprofit and public organizations, word questions, and financial problems. The second exam will be an analysis of real annual financial reports of nonprofit and public organizations, word questions, and financial problems. The second exam ONLY covers material from the second half of the course.

The final assignment is a group project in which you will review the financials of a real government or nonprofit organization and present your findings to the class in person. You will be assigned to groups in the second week of class. The group should submit a 5+ page paper of your findings at the last class. The group will also present a power point presentation (no more than 10
minutes) of the findings at the last class. The group should provide me a copy of the power points and any other information that would be helpful. This group paper (20 points) and presentation (8 points) are worth 28 points.

First Test 30 points Second Test 30 points Group Project 28 points Class Participation 12 points Total 100 points
Exam Format:
There will be a first exam (30 points) and a second exam (30 points) for this course. The first exam will be an analysis of a real budget and real financial statements of nonprofit and public organizations, word questions, and financial problems. The second exam will be an analysis of real annual financial reports of nonprofit and public organizations, word questions, and financial problems. The second exam ONLY covers material from the second half of the course.
Class Format:
This class is "flipped." Traditional lectures are videotaped and made available on Moodle. Also, students will be able to "attend" sessions in their own homes via a WebEx software system. Students will log into the WebEx system to participate in the problem-solving sessions. There are 8
class periods generally an hour and 45 minutes. Class time is used to review assignments, review additional videos and/or material, and take exams.
Workload:
6 Homework Assignment(s) turned in via email and reviewed "at home".
2 Exams In person.
1 Group Presentation in person.
1 Presentation Students indicate that the workload is similar to other Humphrey courses. Generally, 3-5 hours per class is required.
Textbooks:
https://bookstores.umn.edu/course-lookup/88437/1165
Past Syllabi:
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Spring2020.docx (Spring 2020)
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Spring2019.docx (Spring 2019)
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Summer2018.docx (Summer 2018)
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Spring2018.docx (Spring 2018)
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Fall2017.docx (Fall 2017)
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Summer2017.docx (Summer 2017)
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Spring2017.docx (Spring 2017)
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Fall2015.pdf (Fall 2015)
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Summer2015.docx (Summer 2015)
Instructor Supplied Information Last Updated:
28 March 2016

Summer 2016  |  PA 5003 Section 003: Introduction to Financial Analysis and Management (88438)

Instructor(s)
Class Component:
Discussion
Times and Locations:
Regular Academic Session
 
07/07/2016 - 07/14/2016
Mon, Thu 06:00PM - 08:45PM
UMTC, West Bank
Hubert H Humphrey Center 35
 
07/21/2016 - 07/28/2016
Mon, Thu 06:00PM - 08:45PM
UMTC, West Bank
Hubert H Humphrey Center 35
Auto Enrolls With:
Section 001
Course Catalog Description:
Finance/accounting concepts/tools in public/nonprofit organizations. Fund accounting. Balance sheet/income statement analysis. Cash flow analysis. Public/nonprofit sector budgeting processes. Lectures, discussions. Cases. prereq: Public policy major/minor or major in development practice, public affairs or liberal studies or grad nonprofit mgmt cert or instr consent
Class Notes:
Meets 7/7 - 8/1/16 (Mon/Thu, 6:00-8:45). All students attend 7/18 and 8/1/16 in-person sessions (sec 1). Students will attend other sessions online synchronously (sec 2) OR in person (sec 3). Register for sec 2 or 3. You will be automatically enrolled into sec 1. http://classinfo.umn.edu/?kiedr003+PA5003+Summer2016
Class Description:

The financial environments for public and nonprofit organizations are changing. Governments are pressured to "do more with less" and nonprofit organizations are expected to "do better at doing good." In order to meet these challenges, it is important that managers of public and nonprofit organizations possess the fundamentals of financial analysis and management.


This is an introductory course to financial analysis and management in the context of public and nonprofit organizations. The primary learning objective of this course is how to obtain accurate financial information to make sound management decisions through the analyses of financial documents such as budgets and financial statements. The processes of producing such documents will be introduced but are not the focus of this course. Conceptual frameworks and analytical techniques will be emphasized and applied to analyze real-world financial problems.


By the end of the semester, students should be able:

  • To obtain basic knowledge and terminology of budgeting and financial management;

  • To summarize budgetary process, revenues, and expenditures of a public or nonprofit organization;

  • To apply basic tools of financial analysis, such as break-even analysis and marginal cost analysis, in making simple financial decisions;

  • To know how financial information is organized and reported in the accounting system;

  • To interpret data in financial statements and relate them with each other; and

  • To determine and calculate financial ratios to assess financial condition

Grading:
Each class there will be an assignment that you are to prepare and submiy via email (You may work with others in completing the assignments.). These will not be graded. You should actively participate in class discussions and class problem-solving. Class discussion, timely assignment completion, and on-line attendance count toward your participation grade. Participation represents 12 points of your grade.

There will be a first exam (30 points) and a second exam (30 points) for this course taken at the Humphrey School. The first exam will be an analysis of a real budget and real financial statements of nonprofit and public organizations, word questions, and financial problems. The second exam will be an analysis of real annual financial reports of nonprofit and public organizations, word questions, and financial problems. The second exam ONLY covers material from the second half of the course.

The final assignment is a group project in which you will review the financials of a real government or nonprofit organization and present your findings to the class in person. You will be assigned to groups in the second week of class. The group should submit a 5+ page paper of your findings at the last class. The group will also present a power point presentation (no more than 10
minutes) of the findings at the last class. The group should provide me a copy of the power points and any other information that would be helpful. This group paper (20 points) and presentation (8 points) are worth 28 points.

First Test 30 points Second Test 30 points Group Project 28 points Class Participation 12 points Total 100 points
Exam Format:
There will be a first exam (30 points) and a second exam (30 points) for this course. The first exam will be an analysis of a real budget and real financial statements of nonprofit and public organizations, word questions, and financial problems. The second exam will be an analysis of real annual financial reports of nonprofit and public organizations, word questions, and financial problems. The second exam ONLY covers material from the second half of the course.
Class Format:
This class is "flipped." Traditional lectures are videotaped and made available on Moodle. Also, students will be able to "attend" sessions in their own homes via a WebEx software system. Students will log into the WebEx system to participate in the problem-solving sessions. There are 8
class periods generally an hour and 45 minutes. Class time is used to review assignments, review additional videos and/or material, and take exams.
Workload:
6 Homework Assignment(s) turned in via email and reviewed "at home".
2 Exams In person.
1 Group Presentation in person.
1 Presentation Students indicate that the workload is similar to other Humphrey courses. Generally, 3-5 hours per class is required.
Textbooks:
https://bookstores.umn.edu/course-lookup/88438/1165
Past Syllabi:
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Spring2020.docx (Spring 2020)
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Spring2019.docx (Spring 2019)
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Summer2018.docx (Summer 2018)
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Spring2018.docx (Spring 2018)
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Fall2017.docx (Fall 2017)
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Summer2017.docx (Summer 2017)
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Spring2017.docx (Spring 2017)
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Fall2015.pdf (Fall 2015)
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Summer2015.docx (Summer 2015)
Instructor Supplied Information Last Updated:
28 March 2016

Spring 2016  |  PA 5003 Section 001: Introduction to Financial Analysis and Management (60237)

Instructor(s)
Class Component:
Lecture
Credits:
1.5 Credits
Grading Basis:
A-F or Audit
Instructor Consent:
No Special Consent Required
Instruction Mode:
In Person Term Based
Times and Locations:
First Half of Term
 
01/19/2016 - 03/07/2016
Tue 06:00PM - 08:45PM
UMTC, West Bank
Hubert H Humphrey Center 30
Also Offered:
Course Catalog Description:
Finance/accounting concepts/tools in public/nonprofit organizations. Fund accounting. Balance sheet/income statement analysis. Cash flow analysis. Public/nonprofit sector budgeting processes. Lectures, discussions. Cases. prereq: Public policy major/minor or major in development practice, public affairs or liberal studies or grad nonprofit mgmt cert or instr consent
Class Notes:
http://classinfo.umn.edu/?zrzhao+PA5003+Spring2016
Class Description:
Understanding how public and nonprofit organizations manage financial resources is vitally important to understanding their health and where they place their priorities. Being able to budget will give you an advantage in securing resources. Being able to read a financial statement of a nonprofit will assist you in understanding the net worth of a nonprofit. Being able to analyze the financial statements of a government will suggest to you the economic vitality of the community. The financial environments for public and nonprofit organizations are changing. Governments are pressured to "do more with less" and nonprofit organizations are expected to "do better at doing good". In order to meet these challenges, it is important that managers and employees of public and nonprofit organizations possess the fundamentals of budgeting and financial analysis. This is an introductory course to budgeting and financial analysis in the context of public and nonprofit organizations. The primary learning objective of this course is how to obtain accurate financial information to make sound management decisions through the analyses of financial documents such as budgets and financial statements. The processes of producing such documents will be introduced but are not the focus of this course. Conceptual frameworks and analytical techniques will be emphasized and applied to analyze real-world financial problems.
Grading:

Grading will be based on a mid-term exam (25%), a final exam (30%),three individual assignments (15%), a group project (20%), and class participation (10%).

Exam Format:
Definitions, short questions, problem solving.
Class Format:
Lectures, group discussions, in-class exercises, and student presentations.
Workload:
Required Textbook: Financial Management in the Public Sector: Tools, Applications, and Cases (3rd E)Author: Xiaohu Wang; Publisher: ISBN-13:978-0765636898
(Look to syllabus for specific assignments or more information on work load.)
Textbooks:
https://bookstores.umn.edu/course-lookup/60237/1163
Syllabus:
http://classinfo.umn.edu/syllabi/zrzhao_PA5003_Spring2016.doc
Past Syllabi:
http://classinfo.umn.edu/syllabi/zrzhao_PA5003_Spring2017.doc (Spring 2017)
http://classinfo.umn.edu/syllabi/zrzhao_PA5003_Fall2015.pdf (Fall 2015)
Instructor Supplied Information Last Updated:
22 November 2015

Spring 2016  |  PA 5003 Section 002: Introduction to Financial Analysis and Management (54056)

Instructor(s)
Class Component:
Lecture
Credits:
1.5 Credits
Grading Basis:
A-F or Audit
Instructor Consent:
No Special Consent Required
Instruction Mode:
In Person Term Based
Times and Locations:
Second Half of Term
 
03/21/2016 - 05/06/2016
Thu 06:00PM - 08:45PM
UMTC, West Bank
Carlson School of Management 2-228
Also Offered:
Course Catalog Description:
Finance/accounting concepts/tools in public/nonprofit organizations. Fund accounting. Balance sheet/income statement analysis. Cash flow analysis. Public/nonprofit sector budgeting processes. Lectures, discussions. Cases. prereq: Public policy major/minor or major in development practice, public affairs or liberal studies or grad nonprofit mgmt cert or instr consent
Class Notes:
http://classinfo.umn.edu/?zrzhao+PA5003+Spring2016
Class Description:
Understanding how public and nonprofit organizations manage financial resources is vitally important to understanding their health and where they place their priorities. Being able to budget will give you an advantage in securing resources. Being able to read a financial statement of a nonprofit will assist you in understanding the net worth of a nonprofit. Being able to analyze the financial statements of a government will suggest to you the economic vitality of the community. The financial environments for public and nonprofit organizations are changing. Governments are pressured to "do more with less" and nonprofit organizations are expected to "do better at doing good". In order to meet these challenges, it is important that managers and employees of public and nonprofit organizations possess the fundamentals of budgeting and financial analysis. This is an introductory course to budgeting and financial analysis in the context of public and nonprofit organizations. The primary learning objective of this course is how to obtain accurate financial information to make sound management decisions through the analyses of financial documents such as budgets and financial statements. The processes of producing such documents will be introduced but are not the focus of this course. Conceptual frameworks and analytical techniques will be emphasized and applied to analyze real-world financial problems.
Grading:

Grading will be based on a mid-term exam (25%), a final exam (30%),three individual assignments (15%), a group project (20%), and class participation (10%).

Exam Format:
Definitions, short questions, problem solving.
Class Format:
Lectures, group discussions, in-class exercises, and student presentations.
Workload:
Required Textbook: Financial Management in the Public Sector: Tools, Applications, and Cases (3rd E)Author: Xiaohu Wang; Publisher: ISBN-13:978-0765636898
(Look to syllabus for specific assignments or more information on work load.)
Textbooks:
https://bookstores.umn.edu/course-lookup/54056/1163
Syllabus:
http://classinfo.umn.edu/syllabi/zrzhao_PA5003_Spring2016.doc
Past Syllabi:
http://classinfo.umn.edu/syllabi/zrzhao_PA5003_Spring2017.doc (Spring 2017)
http://classinfo.umn.edu/syllabi/zrzhao_PA5003_Fall2015.pdf (Fall 2015)
Instructor Supplied Information Last Updated:
22 November 2015

Fall 2015  |  PA 5003 Section 001: Introduction to Financial Analysis and Management (13154)

Instructor(s)
Class Component:
Lecture
Credits:
1.5 Credits
Grading Basis:
A-F or Audit
Instructor Consent:
No Special Consent Required
Instruction Mode:
In Person Term Based
Times and Locations:
First Half of Term
 
09/08/2015 - 10/26/2015
Tue 06:00PM - 08:45PM
UMTC, West Bank
Carlson School of Management 1-135
Also Offered:
Course Catalog Description:
Finance/accounting concepts/tools in public/nonprofit organizations. Fund accounting. Balance sheet/income statement analysis. Cash flow analysis. Public/nonprofit sector budgeting processes. Lectures, discussions. Cases. prereq: Public policy major/minor or major in development practice, public affairs or liberal studies or grad nonprofit mgmt cert or instr consent
Class Notes:
PA 5003 will also be offered in Spring 2016. http://classinfo.umn.edu/?zrzhao+PA5003+Fall2015
Class Description:
Basic finance/accounting concepts/tools used in public/nonprofit organizations. Fund accounting, balance sheet and income statement analysis, cash flow analysis, and public/nonprofit sector budgeting processes. Lectures, discussions. Cases/examples from nonprofit and public sector organizations
Grading:

Grading will be based on a mid-term exam (25%), a final exam (30%),three individual assignments (15%), a group project (20%), and class participation (10%).

Class Format:
Meets every Tuesday 6:00 pm - 8:45 PM (09/08/2015-10/26/2015) at Carlson School of Mgmt 1-135,Twin Cities campus, West Bank
Workload:
Required Textbook: Financial Management in the Public Sector: Tools, Applications, and Cases (3rd E)Author: Xiaohu Wang; Publisher: ISBN-13:978-0765636898
(Look to syllabus for specific assignments or more information on work load.)
Textbooks:
https://bookstores.umn.edu/course-lookup/13154/1159
Syllabus:
http://classinfo.umn.edu/syllabi/zrzhao_PA5003_Fall2015.pdf
Past Syllabi:
http://classinfo.umn.edu/syllabi/zrzhao_PA5003_Spring2017.doc (Spring 2017)
http://classinfo.umn.edu/syllabi/zrzhao_PA5003_Spring2016.doc (Spring 2016)
Instructor Supplied Information Last Updated:
17 November 2015

Fall 2015  |  PA 5003 Section 002: Introduction to Financial Analysis and Management (13153)

Instructor(s)
Class Component:
Lecture
Credits:
1.5 Credits
Grading Basis:
A-F or Audit
Instructor Consent:
No Special Consent Required
Instruction Mode:
In Person Term Based
Times and Locations:
Second Half of Term
 
10/27/2015 - 12/16/2015
Wed 06:00PM - 08:45PM
UMTC, West Bank
Carlson School of Management L-126
Also Offered:
Course Catalog Description:
Finance/accounting concepts/tools in public/nonprofit organizations. Fund accounting. Balance sheet/income statement analysis. Cash flow analysis. Public/nonprofit sector budgeting processes. Lectures, discussions. Cases. prereq: Public policy major/minor or major in development practice, public affairs or liberal studies or grad nonprofit mgmt cert or instr consent
Class Notes:
This class will also be offered in Spring 2016. http://classinfo.umn.edu/?zrzhao+PA5003+Fall2015
Class Description:
Basic finance/accounting concepts/tools used in public/nonprofit organizations. Fund accounting, balance sheet and income statement analysis, cash flow analysis, and public/nonprofit sector budgeting processes. Lectures, discussions. Cases/examples from nonprofit and public sector organizations
Grading:

Grading will be based on a mid-term exam (25%), a final exam (30%),three individual assignments (15%), a group project (20%), and class participation (10%).

Class Format:
Meets every Tuesday 6:00 pm - 8:45 PM (09/08/2015-10/26/2015) at Carlson School of Mgmt 1-135,Twin Cities campus, West Bank
Workload:
Required Textbook: Financial Management in the Public Sector: Tools, Applications, and Cases (3rd E)Author: Xiaohu Wang; Publisher: ISBN-13:978-0765636898
(Look to syllabus for specific assignments or more information on work load.)
Textbooks:
https://bookstores.umn.edu/course-lookup/13153/1159
Syllabus:
http://classinfo.umn.edu/syllabi/zrzhao_PA5003_Fall2015.pdf
Past Syllabi:
http://classinfo.umn.edu/syllabi/zrzhao_PA5003_Spring2017.doc (Spring 2017)
http://classinfo.umn.edu/syllabi/zrzhao_PA5003_Spring2016.doc (Spring 2016)
Instructor Supplied Information Last Updated:
17 November 2015

Fall 2015  |  PA 5003 Section 003: Introduction to Financial Analysis and Management (20065)

Instructor(s)
Class Component:
Lecture
Credits:
1.5 Credits
Grading Basis:
A-F or Audit
Instructor Consent:
No Special Consent Required
Instruction Mode:
In Person Term Based
Times and Locations:
Extended Regular Session
 
08/17/2015 - 08/27/2015
Mon, Tue, Wed, Thu 03:00PM - 05:30PM
UMTC, West Bank
Blegen Hall 415
 
09/01/2015
Tue 03:00PM - 05:00PM
UMTC, West Bank
Blegen Hall 415
Also Offered:
Course Catalog Description:
Finance/accounting concepts/tools in public/nonprofit organizations. Fund accounting. Balance sheet/income statement analysis. Cash flow analysis. Public/nonprofit sector budgeting processes. Lectures, discussions. Cases. prereq: Public policy major/minor or major in development practice, public affairs or liberal studies or grad nonprofit mgmt cert or instr consent
Class Notes:
Meets in August 2015. PA 5003 also offered in Spring 2016. http://classinfo.umn.edu/?kiedr003+PA5003+Fall2015
Class Description:

The financial environments for public and nonprofit organizations are changing. Governments are pressured to "do more with less" and nonprofit organizations are expected to "do better at doing good." In order to meet these challenges, it is important that managers of public and nonprofit organizations possess the fundamentals of financial analysis and management.


This is an introductory course to financial analysis and management in the context of public and nonprofit organizations. The primary learning objective of this course is how to obtain accurate financial information to make sound management decisions through the analyses of financial documents such as budgets and financial statements. The processes of producing such documents will be introduced but are not the focus of this course. Conceptual frameworks and analytical techniques will be emphasized and applied to analyze real-world financial problems.


By the end of the semester, students should be able:

  • To obtain basic knowledge and terminology of budgeting and financial management;

  • To summarize budgetary process, revenues, and expenditures of a public or nonprofit organization;

  • To apply basic tools of financial analysis, such as break-even analysis and marginal cost analysis, in making simple financial decisions;

  • To know how financial information is organized and reported in the accounting system;

  • To interpret data in financial statements and relate them with each other; and

  • To determine and calculate financial ratios to assess financial condition

Grading:
Each class there will be an assignment that you are to prepare in writing (You may work with others in completing the assignments.). These will not be graded, but will be collected at the end of class. You should actively participate in class discussions and class problem-solving. Class discussion, timely assignment completion, and attendance count toward your participation grade. Participation represents 12 points of your grade.

There will be a first exam (30 points) and a second exam (30 points) for this course. The first exam will be an analysis of a real budget and real financial statements of nonprofit and public organizations, word questions, and financial problems. The second exam will be an analysis of real annual financial reports of nonprofit and public organizations, word questions, and financial problems. The second exam ONLY covers material from the second half of the course.

The final assignment is a group project in which you will review the financials of a real government or nonprofit organization and present your findings to the class. You will be assigned to groups in the second week of class. The group should submit a 5+ page paper of your findings at the last class. The group will also present a power point presentation (no more than 10 minutes) of the findings at the last class. The group should provide me a copy of the power points and any other information that would be helpful. This group paper (20 points) and presentation (8 points) are worth 28 points.

First Test 30 points Second Test 30 points Group Project 28 points Class Participation 12 points Total 100 points
Exam Format:
There will be a first exam (30 points) and a second exam (30 points) for this course. The first exam will be an analysis of a real budget and real financial statements of nonprofit and public organizations, word questions, and financial problems. The second exam will be an analysis of real annual financial reports of nonprofit and public organizations, word questions, and financial problems. The second exam ONLY covers material from the second half of the course.
Class Format:
This class is "flipped." Traditional lectures are videotaped and made available on Moodle. There are 8 class periods generally an hour and 45 minutes. Class time is used to review assignments, review additional videos and/or material, and take exams.
Workload:
6 Homework Assignment(s)
2 Exams
1 Presentation Students indicate that the workload is similar to other Humphrey courses. Generally, 3-5 hours per class is required.
Textbooks:
https://bookstores.umn.edu/course-lookup/20065/1159
Syllabus:
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Fall2015.pdf
Past Syllabi:
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Spring2020.docx (Spring 2020)
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Spring2019.docx (Spring 2019)
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Summer2018.docx (Summer 2018)
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Spring2018.docx (Spring 2018)
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Fall2017.docx (Fall 2017)
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Summer2017.docx (Summer 2017)
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Spring2017.docx (Spring 2017)
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Summer2015.docx (Summer 2015)
Instructor Supplied Information Last Updated:
6 May 2015

Summer 2015  |  PA 5003 Section 001: Introduction to Financial Analysis and Management (83992)

Instructor(s)
Class Component:
Lecture
Credits:
1.5 Credits
Grading Basis:
A-F or Audit
Instructor Consent:
No Special Consent Required
Instruction Mode:
In Person Term Based
Times and Locations:
Regular Academic Session
 
07/06/2015 - 07/30/2015
Mon, Thu 06:00PM - 08:45PM
UMTC, West Bank
Hubert H Humphrey Center 184
Also Offered:
Course Catalog Description:
Finance/accounting concepts/tools in public/nonprofit organizations. Fund accounting. Balance sheet/income statement analysis. Cash flow analysis. Public/nonprofit sector budgeting processes. Lectures, discussions. Cases. prereq: Public policy major/minor or major in development practice, public affairs or liberal studies or grad nonprofit mgmt cert or instr consent
Class Notes:
http://classinfo.umn.edu/?kiedr003+PA5003+Summer2015
Class Description:

The financial environments for public and nonprofit organizations are changing. Governments are pressured to "do more with less" and nonprofit organizations are expected to "do better at doing good." In order to meet these challenges, it is important that managers of public and nonprofit organizations possess the fundamentals of financial analysis and management.


This is an introductory course to financial analysis and management in the context of public and nonprofit organizations. The primary learning objective of this course is how to obtain accurate financial information to make sound management decisions through the analyses of financial documents such as budgets and financial statements. The processes of producing such documents will be introduced but are not the focus of this course. Conceptual frameworks and analytical techniques will be emphasized and applied to analyze real-world financial problems.


By the end of the semester, students should be able:

  • To obtain basic knowledge and terminology of budgeting and financial management;

  • To summarize budgetary process, revenues, and expenditures of a public or nonprofit organization;

  • To apply basic tools of financial analysis, such as break-even analysis and marginal cost analysis, in making simple financial decisions;

  • To know how financial information is organized and reported in the accounting system;

  • To interpret data in financial statements and relate them with each other; and

  • To determine and calculate financial ratios to assess financial condition

Grading:
Each class there will be an assignment that you are to prepare in writing (You may work with others in completing the assignments.). These will not be graded, but will be collected at the end of class. You should actively participate in class discussions and class problem-solving. Class discussion, timely assignment completion, and attendance count toward your participation grade. Participation represents 12 points of your grade.

There will be a first exam (30 points) and a second exam (30 points) for this course. The first exam will be an analysis of a real budget and real financial statements of nonprofit and public organizations, word questions, and financial problems. The second exam will be an analysis of real annual financial reports of nonprofit and public organizations, word questions, and financial problems. The second exam ONLY covers material from the second half of the course.

The final assignment is a group project in which you will review the financials of a real government or nonprofit organization and present your findings to the class. You will be assigned to groups in the second week of class. The group should submit a 5+ page paper of your findings at the last class. The group will also present a power point presentation (no more than 10 minutes) of the findings at the last class. The group should provide me a copy of the power points and any other information that would be helpful. This group paper (20 points) and presentation (8 points) are worth 28 points.

First Test 30 points Second Test 30 points Group Project 28 points Class Participation 12 points Total 100 points
Exam Format:
There will be a first exam (30 points) and a second exam (30 points) for this course. The first exam will be an analysis of a real budget and real financial statements of nonprofit and public organizations, word questions, and financial problems. The second exam will be an analysis of real annual financial reports of nonprofit and public organizations, word questions, and financial problems. The second exam ONLY covers material from the second half of the course.
Class Format:
This class is "flipped." Traditional lectures are videotaped and made available on Moodle. There are 8 class periods generally an hour and 45 minutes. Class time is used to review assignments, review additional videos and/or material, and take exams.
Workload:
6 Homework Assignment(s)
2 Exams
1 Presentation Students indicate that the workload is similar to other Humphrey courses. Generally, 3-5 hours per class is required.
Textbooks:
https://bookstores.umn.edu/course-lookup/83992/1155
Syllabus:
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Summer2015.docx
Past Syllabi:
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Spring2020.docx (Spring 2020)
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Spring2019.docx (Spring 2019)
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Summer2018.docx (Summer 2018)
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Spring2018.docx (Spring 2018)
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Fall2017.docx (Fall 2017)
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Summer2017.docx (Summer 2017)
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Spring2017.docx (Spring 2017)
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Fall2015.pdf (Fall 2015)
Instructor Supplied Information Last Updated:
6 May 2015

Spring 2015  |  PA 5003 Section 001: Introduction to Financial Analysis and Management (68018)

Instructor(s)
Class Component:
Lecture
Credits:
1.5 Credits
Grading Basis:
A-F or Audit
Instructor Consent:
No Special Consent Required
Instruction Mode:
In Person Term Based
Class Attributes:
Delivery Medium
Times and Locations:
First Half of Term
 
01/20/2015 - 03/09/2015
Tue 06:00PM - 08:45PM
UMTC, West Bank
Blegen Hall 335
Also Offered:
Course Catalog Description:
Finance/accounting concepts/tools in public/nonprofit organizations. Fund accounting. Balance sheet/income statement analysis. Cash flow analysis. Public/nonprofit sector budgeting processes. Lectures, discussions. Cases. prereq: Public policy major/minor or major in development practice, public affairs or liberal studies or grad nonprofit mgmt cert or instr consent
Class Description:
Basic finance/accounting concepts/tools used in public/nonprofit organizations. Fund accounting, balance sheet and income statement analysis, cash flow analysis, and public/nonprofit sector budgeting processes. Lectures, discussions. Cases/examples from nonprofit and public sector organizations
Textbooks:
https://bookstores.umn.edu/course-lookup/68018/1153
Past Syllabi:
http://classinfo.umn.edu/syllabi/zrzhao_PA5003_Spring2017.doc (Spring 2017)
http://classinfo.umn.edu/syllabi/zrzhao_PA5003_Spring2016.doc (Spring 2016)
http://classinfo.umn.edu/syllabi/zrzhao_PA5003_Fall2015.pdf (Fall 2015)
Instructor Supplied Information Last Updated:
22 April 2013

Spring 2015  |  PA 5003 Section 002: Introduction to Financial Analysis and Management (54596)

Instructor(s)
Class Component:
Lecture
Credits:
1.5 Credits
Grading Basis:
A-F or Audit
Instructor Consent:
No Special Consent Required
Instruction Mode:
In Person Term Based
Class Attributes:
Delivery Medium
Times and Locations:
Second Half of Term
 
03/23/2015 - 05/08/2015
Thu 06:00PM - 08:45PM
UMTC, West Bank
Hubert H Humphrey Center 184
Also Offered:
Course Catalog Description:
Finance/accounting concepts/tools in public/nonprofit organizations. Fund accounting. Balance sheet/income statement analysis. Cash flow analysis. Public/nonprofit sector budgeting processes. Lectures, discussions. Cases. prereq: Public policy major/minor or major in development practice, public affairs or liberal studies or grad nonprofit mgmt cert or instr consent
Class Description:
Basic finance/accounting concepts/tools used in public/nonprofit organizations. Fund accounting, balance sheet and income statement analysis, cash flow analysis, and public/nonprofit sector budgeting processes. Lectures, discussions. Cases/examples from nonprofit and public sector organizations
Textbooks:
https://bookstores.umn.edu/course-lookup/54596/1153
Past Syllabi:
http://classinfo.umn.edu/syllabi/zrzhao_PA5003_Spring2017.doc (Spring 2017)
http://classinfo.umn.edu/syllabi/zrzhao_PA5003_Spring2016.doc (Spring 2016)
http://classinfo.umn.edu/syllabi/zrzhao_PA5003_Fall2015.pdf (Fall 2015)
Instructor Supplied Information Last Updated:
22 April 2013

Fall 2014  |  PA 5003 Section 001: Introduction to Financial Analysis and Management (13336)

Instructor(s)
Class Component:
Lecture
Credits:
1.5 Credits
Grading Basis:
A-F or Audit
Instructor Consent:
No Special Consent Required
Instruction Mode:
In Person Term Based
Class Attributes:
Delivery Medium
Times and Locations:
First Half of Term
 
09/02/2014 - 10/20/2014
Tue 06:00PM - 08:45PM
UMTC, West Bank
Blegen Hall 415
Also Offered:
Course Catalog Description:
Finance/accounting concepts/tools in public/nonprofit organizations. Fund accounting. Balance sheet/income statement analysis. Cash flow analysis. Public/nonprofit sector budgeting processes. Lectures, discussions. Cases.
Class Notes:
PA 5003 will also be offered in Spring 2015.
Class Description:
The financial environments for public and nonprofit organizations are changing. Governments are pressured to "do more with less" and nonprofit organizations are expected to "do better at doing good". In order to meet these challenges, it is important that managers of public and nonprofit organizations possess the fundamentals of financial analysis and management. This is an introductory course to financial analysis and management in the context of public and nonprofit organizations. The primary learning objective of this course is how to obtain accurate financial information to make sound management decisions through the analyses of financial documents such as budgets and financial statements. The processes of producing such documents will be introduced by are not the focus of this course. Conceptual frameworks and analytical techniques will be emphasized and applied to analyze real-world financial problems. By the end of the semester, students should be able: - To obtain basic knowledge and terminology of budgeting and financial management; - To summarize budgetary process, revenues, and expenditures of a public organization; - To apply basic tools of financial analysis, such as breakeven analysis and TVM, in making simple financial decisions; - To know how financial information is organized and reported in the accounting system; - To interpret data in financial statements and relate them with each other; and - To determine and calculate financial ratios to assess financial condition
Grading:
40% Final Exam
15% Special Projects
30% Written Homework
15% Class Participation
Class Format:
20% Lecture
40% Film/Video
20% Discussion
10% Small Group Activities
10% Student Presentations
Workload:
2 Exam(s)
1 Presentation(s)
6 Homework Assignment(s)
Textbooks:
https://bookstores.umn.edu/course-lookup/13336/1149
Past Syllabi:
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Spring2020.docx (Spring 2020)
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Spring2019.docx (Spring 2019)
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Summer2018.docx (Summer 2018)
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Spring2018.docx (Spring 2018)
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Fall2017.docx (Fall 2017)
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Summer2017.docx (Summer 2017)
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Spring2017.docx (Spring 2017)
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Fall2015.pdf (Fall 2015)
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Summer2015.docx (Summer 2015)
Instructor Supplied Information Last Updated:
9 April 2014

Fall 2014  |  PA 5003 Section 002: Introduction to Financial Analysis and Management (13335)

Instructor(s)
Class Component:
Lecture
Credits:
1.5 Credits
Grading Basis:
A-F or Audit
Instructor Consent:
No Special Consent Required
Instruction Mode:
In Person Term Based
Class Attributes:
Delivery Medium
Times and Locations:
Second Half of Term
 
10/21/2014 - 12/10/2014
Wed 06:00PM - 08:45PM
UMTC, West Bank
Blegen Hall 425
Also Offered:
Course Catalog Description:
Finance/accounting concepts/tools in public/nonprofit organizations. Fund accounting. Balance sheet/income statement analysis. Cash flow analysis. Public/nonprofit sector budgeting processes. Lectures, discussions. Cases.
Class Notes:
This class will also be offered in Spring 2015.
Class Description:
The financial environments for public and nonprofit organizations are changing. Governments are pressured to "do more with less" and nonprofit organizations are expected to "do better at doing good". In order to meet these challenges, it is important that managers of public and nonprofit organizations possess the fundamentals of financial analysis and management. This is an introductory course to financial analysis and management in the context of public and nonprofit organizations. The primary learning objective of this course is how to obtain accurate financial information to make sound management decisions through the analyses of financial documents such as budgets and financial statements. The processes of producing such documents will be introduced by are not the focus of this course. Conceptual frameworks and analytical techniques will be emphasized and applied to analyze real-world financial problems. By the end of the semester, students should be able: - To obtain basic knowledge and terminology of budgeting and financial management; - To summarize budgetary process, revenues, and expenditures of a public organization; - To apply basic tools of financial analysis, such as breakeven analysis and TVM, in making simple financial decisions; - To know how financial information is organized and reported in the accounting system; - To interpret data in financial statements and relate them with each other; and - To determine and calculate financial ratios to assess financial condition
Grading:
40% Final Exam
15% Special Projects
30% Written Homework
15% Class Participation
Class Format:
20% Lecture
40% Film/Video
20% Discussion
10% Small Group Activities
10% Student Presentations
Workload:
2 Exam(s)
1 Presentation(s)
6 Homework Assignment(s)
Textbooks:
https://bookstores.umn.edu/course-lookup/13335/1149
Past Syllabi:
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Spring2020.docx (Spring 2020)
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Spring2019.docx (Spring 2019)
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Summer2018.docx (Summer 2018)
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Spring2018.docx (Spring 2018)
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Fall2017.docx (Fall 2017)
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Summer2017.docx (Summer 2017)
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Spring2017.docx (Spring 2017)
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Fall2015.pdf (Fall 2015)
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Summer2015.docx (Summer 2015)
Instructor Supplied Information Last Updated:
9 April 2014

Fall 2014  |  PA 5003 Section 003: Introduction to Financial Analysis and Management (21143)

Instructor(s)
Class Component:
Lecture
Credits:
1.5 Credits
Grading Basis:
A-F or Audit
Instructor Consent:
No Special Consent Required
Instruction Mode:
In Person Term Based
Class Attributes:
Delivery Medium
Times and Locations:
Extended Regular Session
 
08/11/2014 - 08/21/2014
Mon, Tue, Wed, Thu 03:00PM - 05:45PM
UMTC, West Bank
Hubert H Humphrey Center 25
Also Offered:
Course Catalog Description:
Finance/accounting concepts/tools in public/nonprofit organizations. Fund accounting. Balance sheet/income statement analysis. Cash flow analysis. Public/nonprofit sector budgeting processes. Lectures, discussions. Cases.
Class Notes:
This sections meets in August 2014. PA 5003 is also offered in Spring 2015. If class is closed, please add yourself to the waiting list, register for one of the open sections, or wait until Spring 2015 to register.
Class Description:
The financial environments for public and nonprofit organizations are changing. Governments are pressured to "do more with less" and nonprofit organizations are expected to "do better at doing good". In order to meet these challenges, it is important that managers of public and nonprofit organizations possess the fundamentals of financial analysis and management. This is an introductory course to financial analysis and management in the context of public and nonprofit organizations. The primary learning objective of this course is how to obtain accurate financial information to make sound management decisions through the analyses of financial documents such as budgets and financial statements. The processes of producing such documents will be introduced by are not the focus of this course. Conceptual frameworks and analytical techniques will be emphasized and applied to analyze real-world financial problems. By the end of the semester, students should be able: - To obtain basic knowledge and terminology of budgeting and financial management; - To summarize budgetary process, revenues, and expenditures of a public organization; - To apply basic tools of financial analysis, such as breakeven analysis and TVM, in making simple financial decisions; - To know how financial information is organized and reported in the accounting system; - To interpret data in financial statements and relate them with each other; and - To determine and calculate financial ratios to assess financial condition
Grading:
40% Final Exam
15% Special Projects
30% Written Homework
15% Class Participation
Class Format:
20% Lecture
40% Film/Video
20% Discussion
10% Small Group Activities
10% Student Presentations
Workload:
2 Exam(s)
1 Presentation(s)
6 Homework Assignment(s)
Textbooks:
https://bookstores.umn.edu/course-lookup/21143/1149
Past Syllabi:
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Spring2020.docx (Spring 2020)
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Spring2019.docx (Spring 2019)
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Summer2018.docx (Summer 2018)
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Spring2018.docx (Spring 2018)
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Fall2017.docx (Fall 2017)
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Summer2017.docx (Summer 2017)
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Spring2017.docx (Spring 2017)
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Fall2015.pdf (Fall 2015)
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Summer2015.docx (Summer 2015)
Instructor Supplied Information Last Updated:
9 April 2014

Summer 2014  |  PA 5003 Section 001: Introduction to Financial Analysis and Management (85530)

Instructor(s)
Class Component:
Lecture
Credits:
1.5 Credits
Grading Basis:
A-F or Audit
Instructor Consent:
No Special Consent Required
Instruction Mode:
In Person Term Based
Class Attributes:
Delivery Medium
Times and Locations:
Regular Academic Session
 
06/16/2014 - 08/08/2014
Wed 06:00PM - 08:45PM
UMTC, West Bank
Blegen Hall 330
Also Offered:
Course Catalog Description:
Finance/accounting concepts/tools in public/nonprofit organizations. Fund accounting. Balance sheet/income statement analysis. Cash flow analysis. Public/nonprofit sector budgeting processes. Lectures, discussions. Cases.
Class Description:
The financial environments for public and nonprofit organizations are changing. Governments are pressured to "do more with less" and nonprofit organizations are expected to "do better at doing good". In order to meet these challenges, it is important that managers of public and nonprofit organizations possess the fundamentals of financial analysis and management. This is an introductory course to financial analysis and management in the context of public and nonprofit organizations. The primary learning objective of this course is how to obtain accurate financial information to make sound management decisions through the analyses of financial documents such as budgets and financial statements. The processes of producing such documents will be introduced by are not the focus of this course. Conceptual frameworks and analytical techniques will be emphasized and applied to analyze real-world financial problems. By the end of the semester, students should be able: - To obtain basic knowledge and terminology of budgeting and financial management; - To summarize budgetary process, revenues, and expenditures of a public organization; - To apply basic tools of financial analysis, such as breakeven analysis and TVM, in making simple financial decisions; - To know how financial information is organized and reported in the accounting system; - To interpret data in financial statements and relate them with each other; and - To determine and calculate financial ratios to assess financial condition
Grading:
40% Final Exam
15% Special Projects
30% Written Homework
15% Class Participation
Class Format:
20% Lecture
40% Film/Video
20% Discussion
10% Small Group Activities
10% Student Presentations
Workload:
2 Exam(s)
1 Presentation(s)
6 Homework Assignment(s)
Textbooks:
https://bookstores.umn.edu/course-lookup/85530/1145
Past Syllabi:
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Spring2020.docx (Spring 2020)
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Spring2019.docx (Spring 2019)
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Summer2018.docx (Summer 2018)
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Spring2018.docx (Spring 2018)
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Fall2017.docx (Fall 2017)
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Summer2017.docx (Summer 2017)
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Spring2017.docx (Spring 2017)
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Fall2015.pdf (Fall 2015)
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Summer2015.docx (Summer 2015)
Instructor Supplied Information Last Updated:
9 April 2014

Spring 2014  |  PA 5003 Section 001: Introduction to Financial Analysis and Management (59685)

Instructor(s)
Class Component:
Lecture
Credits:
1.5 Credits
Grading Basis:
A-F or Audit
Instructor Consent:
No Special Consent Required
Instruction Mode:
In Person Term Based
Class Attributes:
Delivery Medium
Times and Locations:
Second Half of Term
 
03/24/2014 - 05/09/2014
Thu 06:00PM - 08:45PM
UMTC, West Bank
Carlson School of Management 1-135
Also Offered:
Course Catalog Description:
Finance/accounting concepts/tools in public/nonprofit organizations. Fund accounting. Balance sheet and income statement analysis. Cash flow analysis. Public/nonprofit sector budgeting processes. Lectures, discussions. Cases.
Class Description:
This is an introductory course to budgeting and financial analysis in the context of public and nonprofit organizations. The primary learning objective of this course is how to obtain accurate financial information to make sound management decisions through the analysis of financial documents such as budgets and financial statements. The processes of producing such documents will be introduced but are not the focus of this course. Conceptual frameworks and analytical techniques will be emphasized and applied to analyze real-world financial problems. Lectures, discussions, and cases/examples from nonprofit and public sector organizations will be utilized.
Grading:
30% Midterm Exam
30% Final Exam
25% Reports/Papers
15% Class Participation
Class Format:
50% Lecture
20% Discussion
10% Small Group Activities
10% Student Presentations
10% Demonstration
Workload:
50 Pages Reading Per Week
2 Exam(s)
1 Presentation(s)
6 Homework Assignment(s)
Textbooks:
https://bookstores.umn.edu/course-lookup/59685/1143
Past Syllabi:
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Spring2020.docx (Spring 2020)
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Spring2019.docx (Spring 2019)
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Summer2018.docx (Summer 2018)
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Spring2018.docx (Spring 2018)
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Fall2017.docx (Fall 2017)
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Summer2017.docx (Summer 2017)
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Spring2017.docx (Spring 2017)
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Fall2015.pdf (Fall 2015)
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Summer2015.docx (Summer 2015)
Instructor Supplied Information Last Updated:
21 January 2014

Fall 2013  |  PA 5003 Section 001: Introduction to Financial Analysis and Management (19083)

Instructor(s)
Class Component:
Lecture
Credits:
1.5 Credits
Grading Basis:
A-F or Audit
Instructor Consent:
No Special Consent Required
Instruction Mode:
In Person Term Based
Class Attributes:
Delivery Medium
Times and Locations:
First Half of Term
 
09/03/2013 - 10/21/2013
Tue 06:00PM - 08:45PM
UMTC, West Bank
Carlson School of Management L-126
Also Offered:
Course Catalog Description:
Finance/accounting concepts/tools in public/nonprofit organizations. Fund accounting. Balance sheet and income statement analysis. Cash flow analysis. Public/nonprofit sector budgeting processes. Lectures, discussions. Cases.
Class Notes:
PA 5003 will also be offered in Spring 2014.
Class Description:
Basic finance/accounting concepts/tools used in public/nonprofit organizations. Fund accounting, balance sheet and income statement analysis, cash flow analysis, and public/nonprofit sector budgeting processes. Lectures, discussions. Cases/examples from nonprofit and public sector organizations
Textbooks:
https://bookstores.umn.edu/course-lookup/19083/1139
Past Syllabi:
http://classinfo.umn.edu/syllabi/zrzhao_PA5003_Spring2017.doc (Spring 2017)
http://classinfo.umn.edu/syllabi/zrzhao_PA5003_Spring2016.doc (Spring 2016)
http://classinfo.umn.edu/syllabi/zrzhao_PA5003_Fall2015.pdf (Fall 2015)
Instructor Supplied Information Last Updated:
22 April 2013

Fall 2013  |  PA 5003 Section 002: Introduction to Financial Analysis and Management (19082)

Instructor(s)
Class Component:
Lecture
Credits:
1.5 Credits
Grading Basis:
A-F or Audit
Instructor Consent:
No Special Consent Required
Instruction Mode:
In Person Term Based
Class Attributes:
Delivery Medium
Times and Locations:
Second Half of Term
 
10/22/2013 - 12/11/2013
Wed 06:00PM - 08:45PM
UMTC, West Bank
Carlson School of Management L-118
Also Offered:
Course Catalog Description:
Finance/accounting concepts/tools in public/nonprofit organizations. Fund accounting. Balance sheet and income statement analysis. Cash flow analysis. Public/nonprofit sector budgeting processes. Lectures, discussions. Cases.
Class Notes:
This class will also be offered in Spring 2014.
Class Description:
Basic finance/accounting concepts/tools used in public/nonprofit organizations. Fund accounting, balance sheet and income statement analysis, cash flow analysis, and public/nonprofit sector budgeting processes. Lectures, discussions. Cases/examples from nonprofit and public sector organizations
Textbooks:
https://bookstores.umn.edu/course-lookup/19082/1139
Past Syllabi:
http://classinfo.umn.edu/syllabi/zrzhao_PA5003_Spring2017.doc (Spring 2017)
http://classinfo.umn.edu/syllabi/zrzhao_PA5003_Spring2016.doc (Spring 2016)
http://classinfo.umn.edu/syllabi/zrzhao_PA5003_Fall2015.pdf (Fall 2015)
Instructor Supplied Information Last Updated:
22 April 2013

Fall 2013  |  PA 5003 Section 003: Introduction to Financial Analysis and Management (27441)

Instructor(s)
Class Component:
Lecture
Credits:
1.5 Credits
Grading Basis:
A-F or Audit
Instructor Consent:
No Special Consent Required
Instruction Mode:
In Person Term Based
Class Attributes:
Delivery Medium
Times and Locations:
Extended Regular Session
 
08/12/2013 - 08/22/2013
Mon, Tue, Wed, Thu 03:00PM - 05:45PM
UMTC, West Bank
Hubert H Humphrey Center 25
Also Offered:
Course Catalog Description:
Finance/accounting concepts/tools in public/nonprofit organizations. Fund accounting. Balance sheet and income statement analysis. Cash flow analysis. Public/nonprofit sector budgeting processes. Lectures, discussions. Cases.
Class Notes:
This sections meets in August 2013. PA 5003 is also offered in Spring 2014. If class is closed, please add yourself to the waiting list, register for one of the open sections, or wait until Spring 2014 to register.
Class Description:
This is an introductory course to budgeting and financial analysis in the context of public and nonprofit organizations. The primary learning objective of this course is how to obtain accurate financial information to make sound management decisions through the analysis of financial documents such as budgets and financial statements. The processes of producing such documents will be introduced but are not the focus of this course. Conceptual frameworks and analytical techniques will be emphasized and applied to analyze real-world financial problems. Lectures, discussions, and cases/examples from nonprofit and public sector organizations will be utilized.
Grading:
30% Midterm Exam
30% Final Exam
25% Reports/Papers
15% Class Participation
Class Format:
50% Lecture
20% Discussion
10% Small Group Activities
10% Student Presentations
10% Demonstration
Workload:
50 Pages Reading Per Week
2 Exam(s)
1 Presentation(s)
6 Homework Assignment(s)
Textbooks:
https://bookstores.umn.edu/course-lookup/27441/1139
Past Syllabi:
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Spring2020.docx (Spring 2020)
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Spring2019.docx (Spring 2019)
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Summer2018.docx (Summer 2018)
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Spring2018.docx (Spring 2018)
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Fall2017.docx (Fall 2017)
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Summer2017.docx (Summer 2017)
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Spring2017.docx (Spring 2017)
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Fall2015.pdf (Fall 2015)
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Summer2015.docx (Summer 2015)
Instructor Supplied Information Last Updated:
12 December 2013

Summer 2013  |  PA 5003 Section 001: Introduction to Financial Analysis and Management (86085)

Instructor(s)
Class Component:
Lecture
Credits:
1.5 Credits
Grading Basis:
A-F or Audit
Instructor Consent:
No Special Consent Required
Instruction Mode:
In Person Term Based
Class Attributes:
Delivery Medium
Times and Locations:
Regular Academic Session
 
06/17/2013 - 08/09/2013
Wed 06:00PM - 08:45PM
UMTC, West Bank
Hubert H Humphrey Center 60
Also Offered:
Course Catalog Description:
Finance/accounting concepts/tools in public/nonprofit organizations. Fund accounting. Balance sheet and income statement analysis. Cash flow analysis. Public/nonprofit sector budgeting processes. Lectures, discussions. Cases.
Class Description:
The financial environments for public and nonprofit organizations are changing. Governments are pressured to "do more with less" and nonprofit organizations are expected to "do better at doing good". In order to meet these challenges, it is important that managers of public and nonprofit organizations possess the fundamentals of financial analysis and management. This is an introductory course to financial analysis and management in the context of public and nonprofit organizations. The primary learning objective of this course is how to obtain accurate financial information to make sound management decisions through the analyses of financial documents such as budgets and financial statements. The processes of producing such documents will be introduced by are not the focus of this course. Conceptual frameworks and analytical techniques will be emphasized and applied to analyze real-world financial problems. By the end of the semester, students should be able: - To obtain basic knowledge and terminology of budgeting and financial management; - To summarize budgetary process, revenues, and expenditures of a public organization; - To apply basic tools of financial analysis, such as breakeven analysis and TVM, in making simple financial decisions; - To know how financial information is organized and reported in the accounting system; - To interpret data in financial statements and relate them with each other; and - To determine and calculate financial ratios to assess financial condition
Grading:
40% Final Exam
15% Special Projects
30% Written Homework
15% Class Participation
Class Format:
50% Lecture
30% Discussion
10% Small Group Activities
10% Student Presentations
Workload:
1 Exam(s)
4 Problem Set(s)
Textbooks:
https://bookstores.umn.edu/course-lookup/86085/1135
Past Syllabi:
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Spring2020.docx (Spring 2020)
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Spring2019.docx (Spring 2019)
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Summer2018.docx (Summer 2018)
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Spring2018.docx (Spring 2018)
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Fall2017.docx (Fall 2017)
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Summer2017.docx (Summer 2017)
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Spring2017.docx (Spring 2017)
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Fall2015.pdf (Fall 2015)
http://classinfo.umn.edu/syllabi/kiedr003_PA5003_Summer2015.docx (Summer 2015)
Instructor Supplied Information Last Updated:
7 March 2013

Spring 2013  |  PA 5003 Section 001: Introduction to Financial Analysis and Management (55069)

Instructor(s)
Class Component:
Lecture
Credits:
1.5 Credits
Grading Basis:
A-F or Audit
Instructor Consent:
No Special Consent Required
Instruction Mode:
In Person Term Based
Class Attributes:
Delivery Medium
Times and Locations:
First Half of Term
 
01/22/2013 - 03/11/2013
Tue 06:00PM - 08:45PM
UMTC, West Bank
Hubert H Humphrey Center 25
Also Offered:
Course Catalog Description:
Finance/accounting concepts/tools in public/nonprofit organizations. Fund accounting. Balance sheet and income statement analysis. Cash flow analysis. Public/nonprofit sector budgeting processes. Lectures, discussions. Cases.
Class Description:
Basic finance/accounting concepts/tools used in public/nonprofit organizations. Fund accounting, balance sheet and income statement analysis, cash flow analysis, and public/nonprofit sector budgeting processes. Lectures, discussions. Cases/examples from nonprofit and public sector organizations
Textbooks:
https://bookstores.umn.edu/course-lookup/55069/1133
Past Syllabi:
http://classinfo.umn.edu/syllabi/zrzhao_PA5003_Spring2017.doc (Spring 2017)
http://classinfo.umn.edu/syllabi/zrzhao_PA5003_Spring2016.doc (Spring 2016)
http://classinfo.umn.edu/syllabi/zrzhao_PA5003_Fall2015.pdf (Fall 2015)
Instructor Supplied Information Last Updated:
22 April 2013

Spring 2013  |  PA 5003 Section 002: Introduction to Financial Analysis and Management (68482)

Instructor(s)
Class Component:
Lecture
Credits:
1.5 Credits
Grading Basis:
A-F or Audit
Instructor Consent:
No Special Consent Required
Instruction Mode:
In Person Term Based
Class Attributes:
Delivery Medium
Times and Locations:
Second Half of Term
 
03/25/2013 - 05/10/2013
Thu 06:00PM - 08:45PM
UMTC, West Bank
Carlson School of Management 1-127
Also Offered:
Course Catalog Description:
Finance/accounting concepts/tools in public/nonprofit organizations. Fund accounting. Balance sheet and income statement analysis. Cash flow analysis. Public/nonprofit sector budgeting processes. Lectures, discussions. Cases.
Class Description:
Basic finance/accounting concepts/tools used in public/nonprofit organizations. Fund accounting, balance sheet and income statement analysis, cash flow analysis, and public/nonprofit sector budgeting processes. Lectures, discussions. Cases/examples from nonprofit and public sector organizations
Textbooks:
https://bookstores.umn.edu/course-lookup/68482/1133
Past Syllabi:
http://classinfo.umn.edu/syllabi/zrzhao_PA5003_Spring2017.doc (Spring 2017)
http://classinfo.umn.edu/syllabi/zrzhao_PA5003_Spring2016.doc (Spring 2016)
http://classinfo.umn.edu/syllabi/zrzhao_PA5003_Fall2015.pdf (Fall 2015)
Instructor Supplied Information Last Updated:
22 April 2013

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