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 Term01/21/2025 - 03/17/2025Tue, Thu 09:45AM - 11:00AMUMTC, 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 Term03/18/2025 - 05/05/2025Wed 05:30PM - 08:15PMUMTC, 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 Term09/03/2024 - 10/21/2024Thu 05:30PM - 08:15PMUMTC, West BankHubert 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 Term03/12/2024 - 04/29/2024Wed 05:30PM - 08:15PMUMTC, West BankHubert 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 Term09/05/2023 - 10/23/2023Tue, Thu 01:00PM - 02:15PMUMTC, West BankHubert 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 Term09/05/2023 - 10/23/2023Tue, Thu 04:00PM - 05:15PMUMTC, West BankBlegen 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 Term03/14/2023 - 05/01/2023Mon, Wed 04:00PM - 05:15PMUMTC, West BankHubert 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 Term10/25/2022 - 12/14/2022Mon 06:00PM - 08:45PMUMTC, West BankHubert 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 Term09/06/2022 - 10/24/2022Tue, Thu 04:00PM - 05:15PMUMTC, West BankHubert 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 Term03/15/2022 - 05/02/2022Mon 06:00PM - 08:45PMUMTC, West BankHubert 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
First Test 30 points Second Test 30 points Group Project 28 points Class Participation 12 points Total 100 points
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. - 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 Term09/07/2021 - 10/25/2021Mon 06:00PM - 08:45PMUMTC, West BankHubert 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
First Test 30 points Second Test 30 points Group Project 28 points Class Participation 12 points Total 100 points
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. - 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 Term10/26/2021 - 12/15/2021Tue 06:00PM - 08:45PMUMTC, West BankHubert 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
First Test 30 points Second Test 30 points Group Project 28 points Class Participation 12 points Total 100 points
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. - 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 Session07/01/2021 - 07/29/2021Mon, Thu 06:00PM - 08:45PMUMTC, West BankCarlson 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
First Test 30 points Second Test 30 points Group Project 28 points Class Participation 12 points Total 100 points
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. - 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 Term03/09/2021 - 05/03/2021Mon 06:00PM - 08:45PMUMTC, West BankCarlson School of Management 1-14703/09/2021 - 05/03/2021Mon 06:00PM - 08:45PMUMTC, West BankUMN 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
First Test 30 points Second Test 30 points Group Project 28 points Class Participation 12 points Total 100 points
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. - 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 Term09/08/2020 - 10/26/2020Wed 06:00PM - 08:45PMOff CampusUMN 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 managementObtain basic knowledge, terminology, and skills in nonprofit/public budgeting, accounting, and financial statementsDevelop the capability to perform basic budget and financial analysis of nonprofit/public organizationsImprove 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 Term10/27/2020Tue 06:00PM - 08:45PMUMTC, West BankHanson Hall 1-10611/10/2020Tue 06:00PM - 08:45PMUMTC, West BankHanson Hall 1-10611/24/2020Tue 06:00PM - 08:45PMUMTC, West BankHanson Hall 1-10612/08/2020Tue 06:00PM - 08:45PMUMTC, West BankHanson Hall 1-10610/27/2020 - 12/16/2020UMTC, West BankUMN 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 managementObtain basic knowledge, terminology, and skills in nonprofit/public budgeting, accounting, and financial statementsDevelop the capability to perform basic budget and financial analysis of nonprofit/public organizationsImprove 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 Session07/13/2020Mon 06:00PM - 08:45PMOff CampusVirtual Rooms ONLINEONLY07/27/2020Mon 06:00PM - 08:45PMOff CampusVirtual 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
First Test 30 points Second Test 30 points Group Project 28 points Class Participation 12 points Total 100 points
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. - 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 Session07/02/2020 - 07/09/2020Mon, Thu 06:00PM - 08:45PMOff CampusVirtual Rooms ONLINEONLY07/16/2020 - 07/23/2020Mon, Thu 06:00PM - 08:45PMOff CampusVirtual 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
First Test 30 points Second Test 30 points Group Project 28 points Class Participation 12 points Total 100 points
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. - 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 Session07/02/2020 - 07/09/2020Mon, Thu 06:00PM - 08:45PMOff CampusVirtual Rooms ONLINEONLY07/16/2020 - 07/23/2020Mon, Thu 06:00PM - 08:45PMOff CampusVirtual 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
First Test 30 points Second Test 30 points Group Project 28 points Class Participation 12 points Total 100 points
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. - 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 Term03/17/2020 - 05/04/2020Mon 06:00PM - 08:45PMUMTC, West BankHubert 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
First Test 30 points Second Test 30 points Group Project 28 points Class Participation 12 points Total 100 points
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. - 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 Term09/03/2019 - 10/21/2019Wed 06:00PM - 08:45PMUMTC, West BankHubert 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 managementObtain basic knowledge, terminology, and skills in nonprofit/public budgeting, accounting, and financial statementsDevelop the capability to perform basic budget and financial analysis of nonprofit/public organizationsImprove 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 Term10/22/2019 - 12/11/2019Tue 06:00PM - 08:45PMUMTC, West BankBlegen 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 managementObtain basic knowledge, terminology, and skills in nonprofit/public budgeting, accounting, and financial statementsDevelop the capability to perform basic budget and financial analysis of nonprofit/public organizationsImprove 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 Session07/15/2019Mon 06:00PM - 08:45PMUMTC, West BankHubert H Humphrey Center 2007/29/2019Mon 06:00PM - 08:45PMUMTC, West BankHubert 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
First Test 30 points Second Test 30 points Group Project 28 points Class Participation 12 points Total 100 points
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. - 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 Session07/01/2019 - 07/11/2019Mon, Thu 06:00PM - 08:45PMOff CampusVirtual Rooms ONLINEONLY07/18/2019 - 07/25/2019Mon, Thu 06:00PM - 08:45PMOff CampusVirtual 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
First Test 30 points Second Test 30 points Group Project 28 points Class Participation 12 points Total 100 points
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. - 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 Session07/01/2019 - 07/11/2019Mon, Thu 06:00PM - 08:45PMUMTC, West BankHubert H Humphrey Center 2007/18/2019 - 07/25/2019Mon, Thu 06:00PM - 08:45PMUMTC, West BankHubert 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
First Test 30 points Second Test 30 points Group Project 28 points Class Participation 12 points Total 100 points
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. - 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 Term03/28/2019 - 05/06/2019Thu 05:30PM - 08:45PMUMTC, West BankHubert 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
First Test 30 points Second Test 30 points Group Project 28 points Class Participation 12 points Total 100 points
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. - 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 Term09/04/2018 - 10/22/2018Wed 06:00PM - 08:45PMUMTC, West BankBlegen 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 managementObtain basic knowledge, terminology, and skills in nonprofit/public budgeting, accounting, and financial statementsDevelop the capability to perform basic budget and financial analysis of nonprofit/public organizationsImprove 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 Term10/23/2018 - 12/12/2018Tue 06:00PM - 08:45PMUMTC, West BankBlegen 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 managementObtain basic knowledge, terminology, and skills in nonprofit/public budgeting, accounting, and financial statementsDevelop the capability to perform basic budget and financial analysis of nonprofit/public organizationsImprove 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 Session07/16/2018Mon 06:00PM - 08:45PMUMTC, West BankCarlson School of Management 2-22407/30/2018Mon 06:00PM - 08:45PMUMTC, West BankCarlson 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
First Test 30 points Second Test 30 points Group Project 28 points Class Participation 12 points Total 100 points
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. - 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 Session07/05/2018 - 07/12/2018Mon, Thu 06:00PM - 08:45PMOff CampusVirtual Rooms ONLINEONLY07/19/2018 - 07/26/2018Mon, Thu 06:00PM - 08:45PMOff CampusVirtual 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
First Test 30 points Second Test 30 points Group Project 28 points Class Participation 12 points Total 100 points
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. - 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 Session07/05/2018 - 07/12/2018Mon, Thu 06:00PM - 08:45PMUMTC, West BankCarlson School of Management 2-22407/19/2018 - 07/26/2018Mon, Thu 06:00PM - 08:45PMUMTC, West BankCarlson 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
First Test 30 points Second Test 30 points Group Project 28 points Class Participation 12 points Total 100 points
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. - 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 Term03/19/2018 - 05/04/2018Thu 06:00PM - 08:45PMUMTC, West BankCarlson 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
First Test 30 points Second Test 30 points Group Project 28 points Class Participation 12 points Total 100 points
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. - 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 Term09/05/2017 - 10/23/2017Mon, Wed 02:30PM - 03:45PMUMTC, West BankHubert H Humphrey Center 1510/20/2017Fri 02:30PM - 05:30PMUMTC, West BankHubert 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
First Test 30 points Second Test 30 points Group Project 28 points Class Participation 12 points Total 100 points
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. - 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 Term10/24/2017 - 12/13/2017Mon 06:00PM - 08:45PMUMTC, West BankHubert 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
First Test 30 points Second Test 30 points Group Project 28 points Class Participation 12 points Total 100 points
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. - 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 Session07/17/2017Mon 06:00PM - 08:45PMUMTC, West BankCarlson School of Management 1-14207/31/2017Mon 06:00PM - 08:45PMUMTC, West BankCarlson 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
First Test 30 points Second Test 30 points Group Project 28 points Class Participation 12 points Total 100 points
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. - 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 Session07/06/2017 - 07/13/2017Mon, Thu 06:00PM - 08:45PMOff CampusVirtual Rooms ONLINEONLY07/20/2017 - 07/27/2017Mon, Thu 06:00PM - 08:45PMOff CampusVirtual 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
First Test 30 points Second Test 30 points Group Project 28 points Class Participation 12 points Total 100 points
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. - 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 Session07/06/2017 - 07/13/2017Mon, Thu 06:00PM - 08:45PMUMTC, West BankCarlson School of Management 1-14207/20/2017 - 07/27/2017Mon, Thu 06:00PM - 08:45PMUMTC, West BankCarlson 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
First Test 30 points Second Test 30 points Group Project 28 points Class Participation 12 points Total 100 points
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. - 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 Term01/17/2017 - 03/06/2017Tue 06:00PM - 08:45PMUMTC, West BankHubert 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 managementObtain basic knowledge, terminology, and skills in nonprofit/public budgeting, accounting, and financial statementsDevelop the capability to perform basic budget and financial analysis of nonprofit/public organizationsImprove 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 Term04/08/2017Sat 12:00PM - 03:00PMUMTC, West BankHubert H Humphrey Center 2504/29/2017Sat 12:00PM - 03:00PMUMTC, West BankHubert 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
First Test 30 points Second Test 30 points Group Project 28 points Class Participation 12 points Total 100 points
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. - 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 Term03/20/2017 - 04/24/2017Mon 06:00PM - 08:45PMUMTC, West BankVirtual 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
First Test 30 points Second Test 30 points Group Project 28 points Class Participation 12 points Total 100 points
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. - 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 Term03/20/2017 - 04/24/2017Mon 06:00PM - 08:45PMUMTC, West BankHubert 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
First Test 30 points Second Test 30 points Group Project 28 points Class Participation 12 points Total 100 points
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. - 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 Term09/06/2016 - 10/24/2016Tue 06:00PM - 08:45PMUMTC, West BankCarlson 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 Term10/25/2016 - 12/14/2016Wed 06:00PM - 08:45PMUMTC, West BankHubert 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 Session07/18/2016Mon 06:00PM - 08:45PMUMTC, West BankHubert H Humphrey Center 3508/01/2016Mon 06:00PM - 08:45PMUMTC, West BankHubert 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
First Test 30 points Second Test 30 points Group Project 28 points Class Participation 12 points Total 100 points
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. - 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 Session07/07/2016 - 07/14/2016Mon, Thu 06:00PM - 08:45PMUMTC, West BankVirtual Rooms ONLINEONLY07/21/2016 - 07/28/2016Mon, Thu 06:00PM - 08:45PMUMTC, West BankVirtual 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
First Test 30 points Second Test 30 points Group Project 28 points Class Participation 12 points Total 100 points
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. - 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 Session07/07/2016 - 07/14/2016Mon, Thu 06:00PM - 08:45PMUMTC, West BankHubert H Humphrey Center 3507/21/2016 - 07/28/2016Mon, Thu 06:00PM - 08:45PMUMTC, West BankHubert 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
First Test 30 points Second Test 30 points Group Project 28 points Class Participation 12 points Total 100 points
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. - 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 Term01/19/2016 - 03/07/2016Tue 06:00PM - 08:45PMUMTC, West BankHubert 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 Term03/21/2016 - 05/06/2016Thu 06:00PM - 08:45PMUMTC, West BankCarlson 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 Term09/08/2015 - 10/26/2015Tue 06:00PM - 08:45PMUMTC, West BankCarlson 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 Term10/27/2015 - 12/16/2015Wed 06:00PM - 08:45PMUMTC, West BankCarlson 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 Session08/17/2015 - 08/27/2015Mon, Tue, Wed, Thu 03:00PM - 05:30PMUMTC, West BankBlegen Hall 41509/01/2015Tue 03:00PM - 05:00PMUMTC, West BankBlegen 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 Session07/06/2015 - 07/30/2015Mon, Thu 06:00PM - 08:45PMUMTC, West BankHubert 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 Term01/20/2015 - 03/09/2015Tue 06:00PM - 08:45PMUMTC, West BankBlegen 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 Term03/23/2015 - 05/08/2015Thu 06:00PM - 08:45PMUMTC, West BankHubert 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 Term09/02/2014 - 10/20/2014Tue 06:00PM - 08:45PMUMTC, West BankBlegen 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 Term10/21/2014 - 12/10/2014Wed 06:00PM - 08:45PMUMTC, West BankBlegen 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 Session08/11/2014 - 08/21/2014Mon, Tue, Wed, Thu 03:00PM - 05:45PMUMTC, West BankHubert 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 Session06/16/2014 - 08/08/2014Wed 06:00PM - 08:45PMUMTC, West BankBlegen 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 Term03/24/2014 - 05/09/2014Thu 06:00PM - 08:45PMUMTC, West BankCarlson 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 Term09/03/2013 - 10/21/2013Tue 06:00PM - 08:45PMUMTC, West BankCarlson 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 Term10/22/2013 - 12/11/2013Wed 06:00PM - 08:45PMUMTC, West BankCarlson 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 Session08/12/2013 - 08/22/2013Mon, Tue, Wed, Thu 03:00PM - 05:45PMUMTC, West BankHubert 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 Session06/17/2013 - 08/09/2013Wed 06:00PM - 08:45PMUMTC, West BankHubert 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 Term01/22/2013 - 03/11/2013Tue 06:00PM - 08:45PMUMTC, West BankHubert 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 Term03/25/2013 - 05/10/2013Thu 06:00PM - 08:45PMUMTC, West BankCarlson 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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