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Introduction to Finance: Key Concepts and Responsibilities for Financial Managers

This document explores the fundamental concepts of finance, emphasizing the crucial role of financial managers and their responsibilities. It discusses the distinction between accounting and finance, the tasks involved in financial management, the ethical considerations in business, and how to secure funding for new enterprises. It also covers benchmarks for maximizing profits, minimizing expenses, and stakeholder ethics. Additionally, the document outlines a practical research assignment using financial data from Yahoo Finance, directing students to analyze company performance and industry leadership.

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Introduction to Finance: Key Concepts and Responsibilities for Financial Managers

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Presentation Transcript

  1. Chapter One Class notes Intro to Finance

  2. What is Finance? What are the tasks of the financial manager?

  3. From Harvard Business.org video • http://www.youtube.com/watch?feature=player_detailpage&v=aJsmJsd6GIw • What is the difference between Accounting and finance? • What is meant by “keeping score”? • Universal score points. What is meant by this? • What is meant by transparent?

  4.  Global Business • What has this shift done to you and your business? • Who is the “ordinary business person”?

  5.  Forms of Business • http://www.youtube.com/watch?feature=player_detailpage&v=pPVkG9krOMI • Where do people go to get money for a new business?

  6. Forms of Business • What characteristics are the primary drivers of choice of the type of business organization?

  7. Goals • What is a benchmark? • How would you describe the following: • Maximize profit • Minimize expenses • Maximize market share • Maximize shareholder wealth

  8.  Ethics • What is ethics? • Warren Buffet once said (paraphrased) that in deciding on acting ask yourself: If this was in the newspaper tomorrow (and your mother was reading the article); How would you feel?

  9. Ethics • Who are the stakeholders of a business? • Are competitors stakeholders?

  10. Agency • What is it? • Why does it exist? Does it exist? • What does it do? • How can we try to stop it? • What is a hostile takeover?

  11. Matter of Fact—Forbes.com CEO Performance vs. Pay

  12.  The Business man!!! • http://www.youtube.com/watch?feature=player_detailpage&v=8SHt44I9S6k

  13. Take out the offline assignment document (or open it)

  14. BUA321 Ch01 Research 45 points • Go to http://finance.yahoo.com • Step 1 • Pick a company to explore. • Enter the company name next to the ticker symbol

  15. Input the company’s name?___________ Ticker symbol? ____________ • Go to summary What is the most recent dividend? _______

  16. Go to profile 1) CEO? _______________ Age? ______ 2) How many employees? ____________ 3) What industry and sector is the company in? Industry ________________ Sector _________________

  17.  Click on the Sector • Components of the sector (list the 4 largest components of the sector sorted by market cap) • 1) • 2) • 3) • 4)

  18. Go back to profile page; click on industry • Click on Industry Leaders and laggards • In the table below list the names of the top 3 leaders and the bottom 3 laggards for the industry for each variable below include the number listed for that company • a) price performance intraday • b) free cash flow growth • c) market capitalization • d) PE ratio

  19.  Enter company namesand the value in the blocks.  • Leaders • Laggards

  20.  Analysis • What companies seem to show up frequently? From observation who is the best and the worst? • Where is your company?

  21.  What is a stock Index? •  What is the company’s index membership?

  22.  Copy and paste the financial statements into this document. • Highlight the statement, right click to copy. • Paste special into the word document.

  23. Pearson • Chapter 01 Quiz (42pts) • Chapter 01 Online HW (14pts) Offline • Chapter 01 Web (50pts)

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