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Business, Management & Legal

Enroll at uclaextension.edu or call (310) 825-9971

Business, ManageMent & LegaL

18

Accounting and Taxation

25

Business Economics, Math, and Statistics

26

Business Ethics

27

Business Sustainability

27

Communication Skills

28

Entrepreneurship

29

Finance and Investments

32

Fundraising and Nonprofit Leadership

34

Human Resources Management and Organizational Development

36

International Trade and Commerce

38

Leadership and Management Programs

39

Legal Programs

40

Marketing and Advertising

43

Personal Finance

44

Personal Financial Planning

46

Public Relations

48

Real Estate

50

Restaurant Management

50

Wine Education and Management

Are You Completing Your Certificate?

To take part in Extension’s 2012

Graduation Ceremony in June,

you must be officially enrolled in your desired certificate by February 15, 2012 and have com- pleted your program between Fall 2011 and Summer 2012.

If you meet the above criteria call (310) 206-1654 or email bamcertificate@uclaextension.edu to save your spot at the graduation.

the above criteria call (310) 206-1654 or email bamcertificate@uclaextension.edu to save your spot at the graduation.

Accounting and Taxation

Accounting

For more information call (310) 206-1304 or email tcanton@uclaextension.edu.

Those students who plan to become accoun- tants in industry or who are preparing for the CPA examination are advised to enroll in the Accounting Certificate.

Those students who plan to use accounting information to conduct their business affairs but who do not intend to become professional accountants are advised to take X 429 Account- ing for Non-Accounts and X 430 Finance for the Non-Financial Manager.

EE Principles of Accounting

X

1A Management 4 units c

X

1A is the first part in the two-course Principles of

Accounting sequence and provides an introduction to accounting theory, principles, and practice. Instruction covers the uses, communication, and processing of accounting information, as well as the recording, analyz- ing, and summarizing procedures used in preparing balance sheets and income statements. Additional topics include accounting for purchases and sales, receivables and payables, cash and inventories, plant and equip- ment, depreciation and natural resources, intangible assets, and payrolls. Sole proprietorships and partner- ships also are examined. Recommended course for students planning to enroll in the Accounting, Finance, or Taxation Certificates. Required course in the Business Fundamentals and Business Administration Certificates. Text: Accounting Principles (10th ed.) by Weygandt, Kieso, and Kimmel (John Wiley & Sons, Inc.). &

Reg# W9129B Through Dec 10: $425 / After: $465 UCLA: 2270 School of Public Affairs Bldg. Tue 6:30-9:30pm, Jan 10-Mar 27, 12 mtgs Leon Garman, MS, recipient, UCLA Extension Distin- guished Instructor Award, 2010 Reg# W9130B Through Dec 12: $425 / After: $465 Downtown Los Angeles: 261 S. Figueroa St., Figueroa Courtyard, Suite 100W, Classroom 101B Thu 6:30-9:30pm, Jan 12-Mar 29, 12 mtgs Paul V. Anderson, MBA, Associate Professor, Azusa Pacific University Reg# W9122B Through Dec 21: $425 / After: $465 UCLA: 2250 School of Public Affairs Bldg.

✷

Sat 8:30am-4:30pm, Jan 21-Feb 18, 5 mtgs

(Accelerated section: Read Chapters 1-3 before the first class. Manuel Barrios, MBA, Associate President, Platt College

EE Principles of Accounting

X 1B

X 1B is the second course in the 2-course Principles of Accounting sequence and covers corporations, analysis

and interpretation of financial statements, and statements

of cash flows, as well as examines accounting for opera-

tions of departments and manufacturing. Additional topics include cost accounting systems and variable costing, budgeting as an aid to planning and control, authorization and issuance of capital stock, reporting the results of operations, bonds payable, income taxes, and business decisions. Prerequisite: X 1A Principles of Accounting. Recommended course for students planning to enroll in the Accounting, Finance, or Taxation Certifi- cates. Required course in the Business Fundamentals and Business Administration Certificates. Text: Account- ing Principles (10th edition) by Weygandt, Kieso, and Kimmel (John Wiley & Sons, Inc.). &

Management 4 units

c

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Reg# W9132B Through Dec 9: $425 / After: $465 Downtown Los Angeles: 261 S. Figueroa St., Figueroa Courtyard, Suite 100W, Classroom 107A Mon 6:30-9:30pm, Jan 9-Mar 26, 12 mtgs (no mtg 1/16 & 2/20; 2 mtgs to be arranged) Leon Garman, MS, recipient, UCLA Extension Distin- guished Instructor Award, 2010 Reg# W9131B Through Dec 11: $425 / After: $465 UCLA: 2270 School of Public Affairs Bldg. Wed 6:30-9:30pm, Jan 11-Mar 28, 12 mtgs Charles G. Yacoobian, BA, CPA, Partner, B2B CFO Reg# W9127B Through Feb 3: $425 / After: $465 UCLA: 2250 School of Public Affairs Bldg. ✷ ✷ Sat 8:30am-4:30pm, Mar 3-31, 5 mtgs (Accelerated section: Read Chapters 14-16 before the first class. Manuel Barrios, MBA, Associate President, Platt College

Manuel Barrios , MBA, Associate President, Platt College EE Intermediate Accounting Theory and Practice X 120A

EE Intermediate Accounting Theory and Practice

X 120A

This is the first part in the 3-course Intermediate Accounting sequence and covers the interpretation, use, processing, and presentation of accounting infor- mation and the preparation of principal accounting statements. Topics include an overview of the concep-

tual framework of accounting, valuation, recording, and presentation of the balance sheet, income statement, and statement of cash flows. Students are introduced

to time value of money concepts, as well as, accounting

for cash, receivables, and the first part of inventories Prerequisite: X 1A and X 1B Principles of Accounting, or consent of instructor. Required course in the Accounting Certificate. &

Reg# W9136B Through Dec 10: $425 / After: $465 Downtown Los Angeles: 261 S. Figueroa St., Figueroa Courtyard, Suite 100W, Classroom 101A Tue 6:30-9:30pm, Jan 10-Mar 27, 12 mtgs (no mtg 3/20; 1 mtg to be arranged)

Mark E. Frohnauer, CPA, MBA, owner, Frohnauer

& Associates

Reg# W9134B Through Dec 11: $425 / After: $465 UCLA: 1434A Physics & Astronomy Bldg. Wed 6:30-9:30pm, Jan 11-Mar 28, 12 mtgs Anthony A. Hurwitz, CPA, MBA, Associate, PAR Com- mercial Brokerage, Inc.

Management 4 units

c

EE Intermediate Accounting Theory and Practice

X 120B

This is the second part in the 3-course Intermediate Accounting sequence and begins with the second part

of inventory accounting, and then covers accounting for long-term assets and intangibles, current and long-

term liabilities, and stockholders’ equity. Prerequisite:

X 120A Intermediate Accounting Theory and Practice or consent of instructor. Required course in the Accounting Certificate. & Reg# W9303B Through Dec 9: $425 / After: $465 UCLA: 2250 School of Public Affairs Bldg. Mon 6:30-9:30pm, Jan 9-Mar 26, 12 mtgs (no mtg 1/16 & 2/20; 2 mtgs to be arranged) Philippe Masbanji, BS, CPA Reg# W9304B Through Dec 11: $425 / After: $465 Downtown Los Angeles: 261 S. Figueroa St., Figueroa Courtyard, Suite 100W, Classroom 107B Wed 6:30-9:30pm, Jan 11-Mar 28, 12 mtgs Kendall L. Simmonds, MBA

Management 4 units

c

Enroll at uclaextension.edu or call (310) 825-9971

Business, Management & Legal

19

Upcoming Free Events

Join Us!

Attend these important events to learn more about Business, Management, and Legal Programs courses and programs.

Paralegal training Program (PtP) information session

Sat, Dec 3 & Mar 10, 10am-12pm, Downtown Los Angeles:

Figueroa Courtyard

Contact Anne-Marie Dieters to R.S.V.P. at (310) 825-0741 or

paralegal@uclaextension.edu.

Page 39.

Legal secretary training Program

Sat, Dec 3, 1-3pm Downtown Los Angeles:

Figueroa Courtyard

Contact Anne-Marie Dieters to R.S.V.P. at (310) 825-0741 or

legal@uclaextension.edu.

Page 40.

Personal Financial Planning information session

Thu, Mar 29, 6-7:30pm Westwood: 202 Extension Lindbrook Center

Contact Philip Williams at (310) 206-1689 or

pwilliam@uclaextension.edu.

Page 46.

Lindbrook Center C o n t a c t Philip Williams a t (310) 206-1689 or

EE Intermediate Accounting Theory and Practice

X 120C

This is the third part in the 3-course Intermediate Accounting sequence and covers complex accounting issues such as accounting for investments, revenue recognition, pension plans, leases, accounting for income taxes, accounting changes, preparation of the statements of cash flows, and an overview of financial statement analysis. Prerequisite: X 120B Intermediate Accounting Theory and Practice or consent of instructor. Required course in the Accounting Certificate. &

Reg# W9306B Through Dec 10: $425 / After: $465 Downtown Los Angeles: 261 S. Figueroa St., Figueroa Courtyard, Suite 100W, Classroom 101B Tue 6:30-9:30pm, Jan 10-Mar 27, 12 mtgs (no mtg 3/20; 1 mtg to be arranged) Kendall L. Simmonds, MBA Reg# W9305B Through Dec 12: $425 / After: $465 UCLA: 2250 School of Public Affairs Bldg. Thu 6:30-9:30pm, Jan 12-Mar 29, 12 mtgs

Terrence A. Lucero, MS, Terrence A. Lucero, CPA,

A Professional Corporation

Management 4 units

c

EE Management Accounting

XL 122 Management 4 units c This course covers the nature, objectives, and proce- dures of cost accounting and control. Topics include job costing and process costing, joint product costing, standard costs, theories of cost allocation and absorp- tion, uses of cost accounting data for management decision making, accounting for manufacturing over- head, cost budgeting, cost reports, distribution costs, standard costs, differential cost analysis, profit-volume relationships, and break-even analysis. Designed for people who are preparing for careers in accounting or

those currently in production planning, materiel control, production control, program management, pricing, and/

or purchasing. Prerequisite: X 1B Principles of Account-

ing or consent of instructor. Required course in the Accounting Certificate. &

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Reg# W9307B Through Dec 10: $425 / After: $465 UCLA: 2434 Physics & Astronomy Bldg. Tue 6:30-9:30pm, Jan 10-Mar 27, 12 mtgs Sam E. Boutari, MSc, PhD, consultant

EE Advanced Accounting Theory and Practice

X 124A Management 4 units c This course examines intercompany transactions, par- tially owned subsidiaries, and parent company vs. entity theory valuation of minority interest in subsidiaries. Topics include business combinations; purchase vs. pooling of interests; accounting for mergers, consolidations, and acquisition of subsidiaries; cost vs. equity method of accounting for operations of subsidiaries; preparation of financial statements; and home office and branch office relationships. Prerequisite: X 120A, B, and C Intermediate Accounting Theory and Practice and XL 122 Manage- ment Accounting, or consent of instructor. Required course in the Accounting Certificate. & Reg# W9308B Through Dec 12: $425 / After: $465 Downtown Los Angeles: 261 S. Figueroa St., Figueroa Courtyard, Suite 100W, Classroom 107B Thu 6:30-9:30pm, Jan 12-Mar 29, 12 mtgs Sam E. Boutari, MSc, PhD, consultant

c

m

E

UC credit; see page 149

Online course

Not available passed/not passed

& Text required; see page 148

M Course held during daytime hours

Knowledge. Connections. Growth.

Knowledge. Connections. Growth. Business, Management, and Legal offers over 350 courses, confer- ences, and seminars

Business, Management, and Legal offers over 350 courses, confer-

ences, and seminars annually and is home to 17 professional certificates designed for business professionals who want to make a powerful commitment to enhancing their careers. Through our commitment

to academic excellence, professionals

can acquire the skills and knowl- edge they need to face a world of competition and continual change.

Courses Our courses are designed to meet

the needs of business professionals

at all levels, including those who

want to update their skills, change careers, or prepare for industry cer- tifications and exams. Courses are held predominantly on the UCLA campus as well as at our Lindbrook Center and 1010 Westwood sites,

in downtown Los Angeles, and at

locations throughout the Southland.

A growing list of courses also are

offered online.

Many of our courses may be applied for continuing education credit, including relicensure credit for CPAs (CPE) and attorneys (MCLE); recer- tification credit for human resources professionals; as well as continuing education credit for insurance licensees, CFP ® professionals, and real estate professionals (OREA).

Conferences Conferences currently are offered in

the fields of real estate, finance, tax- ation, and the restaurant industry, and feature lectures and panel dis- cussions by industry leaders. These 1-day programs are scheduled

at major hotels and other off-site

locations throughout Los Angeles.

Certificates Certificates are designed to provide the tools and resources for compet- ing in the current and future busi- ness environment. Our programs integrate a balance of theory and practice as needed for a particular discipline. Certificate programs vary in length but generally can be completed in 9 months to 9 years, depending on the student’s progress and the number of courses taken each quarter.

Students interested in enrolling in or learning more about a certificate program may set up an appointment with a student advisor.

For admissions and application information for business and management certificate programs

call (310) 206-1654 or visit

uclaextension.edu/bamcert.

Custom-Designed and On-Site Programs Courses can be custom-designed to meet an organization’s specific training needs and delivered directly on-site, here in Los Angeles or anywhere in the world.

For more information call

(310) 206-4149.

Internships Internships are available to students who are enrolled in and have com- pleted a minimum of 5 courses

in select certificate programs.

For more information see page 27.

Instructors UCLA Extension instructors are industry experts, leaders, and professionals from both corpo- rate and educational communities who have extensive hands-on, practical experience as well as educational credentials.

If you are interested in becoming an instructor call (310) 206-2920 for more information and an application.

20

Business, Management & Legal

Enroll at uclaextension.edu or call (310) 825-9971

Accounting Certificate

Recognized by employers throughout Los Angeles and beyond, UCLA Extension’s Accounting Certificate equips students with a thorough under- standing of accounting standards and principles. The certificate is designed for students who are preparing to sit for the CPA Examination, as well as providing relevant course work for students considering the CMA, CIA, and CFA certifications.

To meet the busy schedules of working professionals, students have the flexibility to complete their courses through traditional, classroom sessions held during the evening or through our online, instructor-led format.

Group A:

9 Required Accountiing Courses All students must complete all 9 accounting courses in Group A for a total of 36 quarter units as well as the Business Ethics requirement.

X 120a intermediate accounting theory and Practice

X 120B intermediate accounting theory and Practice

X 120C intermediate accounting theory and Practice

XL 122 Management accounting

X 124a advanced accounting theory and Practice

X 124B advanced accounting theory and Practice

X

127 Federal income taxation

X

423 auditing: Financial

X

423.2 internal auditing

(Operational Management)

Ethics Requirement

X 423.422 ethics in accounting

May be taken at any time during the program.

Group B:

Business-Related Electives An additional 36 quarter units of electives may be acquired through accredited business- related courses previously taken and approved by the certificate program advisor and/or those listed under Group B. Therefore, the number of electives taken from Group B ranges from 0-9 courses, depending upon a review of each student’s official university/ college transcript.

Visit uclaextension.edu/accounting for a complete list of suggested Group B business-related electives.

Candidacy Fee An application for candidacy and a nonrefundable fee of $150 must be submitted by the completion of the second course to officially enroll in this program under its

current curriculum. For an applica- tion, visit uclaextension.edu/bamcert

or call (310) 206-1654.

More information

Visit ucalextension.edu/accounting

or call (310) 206-1654.

CPA Designation

The California State Board of Accountancy recognizes UCLA

Extension’s Certificate in Account- ing as a program that satisfies the educational requirements for becom-

ing a Certified Public Accountant.

To sit for the CPA examination, can- didates must have a baccalaureate

degree from an accredited college or university and have completed 36 quarter units of accounting courses and 36 quarter units of

business-related courses.

For more information contact the California Board of Accountancy

at (916) 263-3972 or 263-3974 or

dca.ca.gov/cba. Candidates outside of California can check for specific rules that apply to each state or jurisdiction at nasba.org or beckerCPA.com/state.

Becker CPA Review This comprehensive review pro- gram prepares students for all parts of the CPA Examination. For more information, including a complete course schedule and enrollment restrictions, see page 22.

For more information about the Becker CPA Review visit BeckerCPA.com.

EE Advanced Accounting Theory and Practice

X 124B

This course examines partnerships and joint ven- tures; installment and consignment sales; receiver- ships, estates, and trusts; and governmental units. International operations, including accounting for transactions with foreign companies, use of foreign exchange contracts to hedge against foreign cur- rency fluctuations, and translation of accounts of foreign subsidiaries and branches, also are covered. Prerequisite: X 124A Advanced Accounting Theory and Practice or consent of instructor. Required course in the Accounting Certificate. &

Reg# W9309B Through Dec 9: $425 / After: $465 UCLA: 2434 Physics & Astronomy Bldg. Mon 6:30-9:30pm, Jan 9-Mar 26, 12 mtgs (no mtg 1/16 & 2/20; 2 mtgs to be arranged) Sam E. Boutari, MSc, PhD, consultant

Management 4 units

c

EE Federal Income Taxation

X 127

39.5 hours of MCLE credit available. Accepted by the Certified Financial Planner Board of Standards, Inc. for 30 hours of continuing education. Prerequisite: X 1A and X 1B Principles of Accounting, or consent of instructor. Core course in the Taxation Certificate. Required course in the Accounting Certifi- cate. For more information see page 23. &

Reg# W8739B Through Dec 11: $475 / After: $519 UCLA: 175 Dodd Hall Wed 6:30-9:30pm, Jan 11-Mar 28, 14 mtgs (2 mtgs to be arranged) Morton D. Rosenthal, JD, attorney Reg# W8755B Through Dec 12: $475 / After: $519 Downtown Los Angeles: 261 S. Figueroa St., Figueroa Courtyard, Suite 100W, Classroom 108 Thu 6:30-9:30pm, Jan 12-Mar 29, 14 mtgs (2 mtgs to be arranged) Gregory Habib, CPA, MST, Revenue Agent, Internal Revenue Service

Management 4 units

c

EE Auditing: Financial

X 423

36.75 hours of MCLE credit available. This course examines the auditing principles govern-

ing the responsibilities of certified public accountants

in their examination of clients’ financial statements.

Professional ethics, legal liability, internal control, evaluation, sampling techniques, and audit reports, as well as a study of the statements on auditing stan- dards issued by the American Institute of CPAs, also are discussed. Instruction emphasizes verification of the major items reported in clients’ statements, audit programs, and case studies. Prerequisite: X 120A, B, and C Intermediate Accounting Theory and Practice, or consent of instructor. Required course in the Accounting Certificate. &

Reg# W9310B Through Dec 12: $455 / After: $499 Downtown Los Angeles: 261 S. Figueroa St., Figueroa Courtyard, Suite 100W, Classroom 108A Wed 6:15pm-9:30pm, Jan 11-Mar 28 Douglas M. Hansen, MA, Owner, D.M. Hansen, CPA

Management 4 units

EE Internal Auditing (Operational and Management)

X 423.2

This is an advanced course designed for accounting, auditing, and business students; CPA, CIA, and CMA candidates; CPAs, CIAs, and CMAs; controllers and internal auditors; financial and auditing managers; corporate executives; and federal and state auditors and managers. Topics include Internal Auditing (IA) fundamentals; IA standards; internal controls; man- aging the IA department; IA working papers, proce- dures, evidences, sampling, and flow-charting; 30 major areas of operational auditing, such as produc- tion, marketing, finances, EDP, purchasing, and per- sonnel; fraud detection, including a discussion of the latest developments in financial crimes; major areas of management auditing; IA reports; and evaluation

Management 4 units

of the IA function. Prerequisite: X 120A, B, and C Intermediate Accounting Theory and Practice, or consent of instructor. Required course in the Accounting Certificate. & Reg# W9311B Through Dec 11: $425 / After: $465 UCLA: 2434 Physics & Astronomy Bldg. Wed 6:30-9:30pm, Jan 11-Mar 28, 12 mtgs Sam E. Boutari, MSc, PhD, consultant

EE International Accounting

X 423.4

Designed for students of accounting and international business professionals who are working for public accounting firms, corporations, and other enterprises engaged in international business, as well as govern- mental institutions and international organizations, this course covers a broad range of accounting challenges faced by multinational enterprises, including the transi- tion from GAAP to IFRS. Instruction includes case

studies which illustrate the specific day-to-day account- ing issues that are encountered in international busi- ness operations. Prerequisite: X 1A and X 1B Principles

of Accounting, or consent of instructor. Course materials

are available both in class and via internet. &

Reg# W9317B Through Dec 9: $425 / After: $465 UCLA: 1264 School of Public Affairs Bldg. Mon 6:30-9:30pm, Jan 9-Mar 26, 12 mtgs (no mtg 1/16 & 2/20; 2 mtgs to be arranged) Dewey Norton, MA, CMA, MBA

Management 4 units

EE Internship in Accounting

X 423.42

The internship provides practical experience in a variety of accounting job functions in either the private or public accounting sector or within a general business environment, and is an opportunity to apply the material previously studied in your accounting courses. Students intern with sponsoring companies for a minimum of 75 hours. Business-related elective in the Accounting Certificate. International students must contact the International Student Office at (310) 825-9351 to confirm eligibility. Visitors not permitted. Restricted course; web enrollments automatically generate a “Permission to Enroll” request, after which our advisor will contact you. Students enrolled in the Certificate in Accounting qualify for a discounted fee. Mention this to the adviser when contacted. For more information see page 27.

Reg# W9312B Fee: $635 Joseph E. Woods, MS

Management 5 units

EE Ethics in Accounting

X 423.422

The business scandals of recent years have highlighted the importance of ethical behavior in the accounting profession. This 6-week course covers the elements necessary to make proper ethical decisions by first defining what ethics are and then identifying the ques- tions that need to be asked in everyday business practices. Key ethical standards specific to the account-

ing profession are explored, highlighting the unique role

of the accountant both as “trusted advisor” to his/her

client and the (often conflicting) role of “reporter” of financial information to the marketplace and govern- mental agencies. The course begins with a study of the earliest models of business ethics through today’s professional requirements of the AICPA Code of Profes- sional Conduct, the State Board of Accountancy, and other regulatory agencies. Instruction includes writing assignments, classroom lecture, and presentations based on assigned readings. Students leave the course with a better overall understanding of the challenges of ethical business practices. Required course in the Accounting Certificate. Enrollment limited; enrollment prior to the first class required. Attendance at first class is mandatory. Visitors not permitted. &

Reg# W9313B Through Dec 26: $335 / After: $369 UCLA: 2434 Physics & Astronomy Bldg. Thu 6:30-9:30pm, Jan 26-Mar 1, 6 mtgs Kip Dellinger, BBA, CPA

Management 2 units

Enroll at uclaextension.edu or call (310) 825-9971

Business, Management & Legal

21

EE Accounting for Non-Accountants

X 429

This course is designed for non-accounting managers and personnel in organizations of all sizes who must work with and understand internal accounting and financial data—without overemphasizing the detailed

mechanics and technical language of accounting. It also

is appropriate for entrepreneurs and business owners

who desire a greater understanding of what accounting and financial information systems can and should be supplying them. Students gain the knowledge and skills necessary for interpreting reported accounting data and evaluating its impact, including an overview of the financial and managerial accounting process. Topics include fundamental accounting, accounting for sales, cost of sales and inventory, cash and internal control, depreciation method, financial statement analysis, and cash flow. &

Reg# W9315B Through Dec 10: $425 / After: $465 UCLA: 1264 School of Public Affairs Bldg. Tue 6:30-9:30pm, Jan 10-Mar 27, 12 mtgs J. Darrell Lindgren, BS, CPA (inactive)

Management 4 units

Seminars

Introduction to QuickBooks

828.44A Management 1.4 CEU

In this two-day course students become skilled at set-

ting up and maintaining their financial record keeping using QuickBooks. Ideal for business owners, office managers and bookkeepers, participants learn “hands- on” how to expertly navigate through the program using

a combination of menu items, icons and keyboard

shortcuts. Instruction begins with an in-depth look into QuickBooks and how to set up your company files from scratch as well as how to create a good quality chart

of accounts. A checklist for businesses converting from

another system to QuickBooks also is covered. Partici- pants have the opportunity to perform a number of day-to-day business transactions, including how to invoice a customer and apply customer payments

(accounts receivable), how to track and pay your bills (accounts payable), and how to set-up and reconcile your bank accounts. Instruction provides an overview

of the reports that are available, including how to create

a customized profit & loss statement and customized

balance sheet, and how to interpret the data. Additional topics include inventory set-up, payroll set-up, and fixed asset management. Class participation is highly encour- aged. Enrollment limited to 25 students. Advance enrollment is highly recommended. Single admission at the door, space permitting; payment by credit card only.

Reg# W9377B Through Jan 4: $245 / After: $269 Westwood: 206 Extension Lindbrook Center ✷✷ Sat 8:30am-4:30pm, Feb 4 & 11, 2 mtgs Crystalynn Shelton, BA, Business Advisor, Small Busi- ness Development Center, Santa Clarita, CA; Certified QuickBooks Pro advisor

Financial Modeling and Applications:

Tips and Techniques Using Excel

831.81 Management 0.7 CEU

(Includes course materials.) Enrollment limited. Advance enrollment is highly recom- mended. Single admission at the door, space permit- ting; payment by credit card only. For more information see page 31.

Reg# W8891B

card only. For more information see page 31. Reg# W8891B Through Feb 10: $175 / After:

Through Feb 10: $175 / After: $193 Westwood: 202 Extension Lindbrook Center

✷

Sat 8:30am-4:30pm, Mar 10, 1 mtg

Eric W. Augusta, MBA, Senior Financial Executive, Vice President, Financial Planning and Analysis, E. W. Augusta & Associates

Becker CPA Review

Becker CPA Review This comprehensive review program prepares students for all parts of the CPA Examination.

This comprehensive review program prepares students for all parts of the CPA Examination. Accounting concepts, theories, and procedures are intensely reviewed, and students are taught exam-taking techniques applicable for the CPA Exam.

Students who enroll in 1 review course section are automatically enrolled in the other 3 subsequent review sections. Students must complete all 4 parts of the review within a 12-month period.

Review Courses Scheduled for This Quarter Financial accounting and Reporting

auditing and attestation

Regulations

Business environment and Concepts

Pages 22-23.

For more information call

(310) 825-4938.

Complete Your Accounting Certificate Anywhere

Westwood, Downtown, or Online

No matter where you live or work, Extension has the locations to help you complete your Accounting Certificate at your convenience!

Our Downtown LA and Westwood locations are close to where you live and work and are offered at a variety of times and days of the week. Also consider taking a course online. Fully instructor-led online courses let you study at any time and from any place. You can even take a combination of classroom and online courses!

The Accounting Certificate is designed for students who are preparing for the CPA Exam, and for those considering CMA, CIA, or CFA certifications.

Learn more at uclaextension.edu/accounting.

Certified Internal Auditor (CIA) Review Program

Offered in collaberation with the Institute of Internal Auditiors (IIA), the CIA System™ Review Program prepares students for the Certified Internal Auditor ® (CIA ® ) certifica- tion examination.

With courses offered online this

quarter, you have the opportunity to complete your coursework on your own schedule, from anywhere. The IIA CIA Learning System materials (included in course fees) are augmented by the expertise of our experienced online instructors.

Offered This Quarter

Part i: the internal audit activity’s Role in governance, Risk, and Control

Part ii: Conducting the internal audit engagement

Part iii: Business analysis and information technology

Part iV: Business Management skills

Page 23.

For more information or to enroll call (310) 825-4938.

Online Courses

For technical requirements see page 4.

EE Principles of Accounting m

X 1A

Recommended course for students planning to enroll in the Accounting, Finance, or Taxation Certificates. Required course in the Business Fundamentals and Business Administration Certificates. Enrollment limited. For more information see page 18. &

Reg# W8994B Through Dec 11: $555 / After: $605 Jan 11-Mar 28 Leon Garman, MS, recipient, UCLA Extension Distin- guished Instructor Award, 2010 Reg# W8995B Through Dec 11: $555 / After: $605 Jan 11-Mar 28 Jess Stern, CPA, LLC Reg# W9013B Through Dec 11: $555 / After: $605 Jan 11-Feb 15 Accelerated section. Paul J. Prinster, BA, MBA, DBA, CFO, AST, Inc.

Management 4 units

c

EE Principles of Accounting m

X 1B

Prerequisite: X 1A Principles of Accounting or con- sent of instructor. Recommended course for students planning to enroll in the Accounting, Finance, or Taxation Certificates. Required course in the Busi- ness Fundamentals and Business Administration Certificates. Enrollment limited. For more information see page 18. &

Reg# W9014B Through Dec 11: $555 / After: $605 Jan 11-Mar 28 David B. Harmon, MBA, CPA, CIA, CISA, CFE, CCSA Reg# W9023B Through Jan 22: $555 / After: $605 Feb 22-Mar 28 Accelerated section. Paul J. Prinster, BA, MBA, DBA, CFO, AST, Inc.

Management 4 units

c

EE Intermediate Accounting Theory and Practice m

X 120A

Prerequisite: X 1A and X 1B Principles of Accounting, or consent of instructor. Required course in the Accounting Certificate. Enrollment limited. For more information see page 18. &

Reg# W9029B Through Dec 11: $555 / After: $605 Jan 11-Mar 21 David Reinus, MBA, CPA, owner, David Reinus, CPA Reg# W9030B Through Dec 18: $555 / After: $605 Jan 18-Mar 28 Lee P. Krueger, MBA, Senior Finance Manager, Walt Disney World Co.

Management 4 units

c

EE Intermediate Accounting Theory and Practice m

X 120B

Prerequisite: X 120A Intermediate Accounting Theory and Practice. Required course in the Accounting Cer- tificate. Enrollment limited. For more information see page 18. &

Reg# W9032B Through Dec 11: $555 / After: $605 Jan 11-Mar 21 Alfred Greenfield, Jr., CPA Reg# W9036B Through Dec 18: $555 / After: $605 Jan 18-Mar 28

Ming-Chun Lu, MBT, CPA, Senior Accountant, Northrop

Grumman

Management 4 units

c

22

Business, Management & Legal

Enroll at uclaextension.edu or call (310) 825-9971

EE Intermediate Accounting Theory and Practice m

X 120C

Prerequisite: X 120B Intermediate Accounting Theory and Practice or consent of instructor. Required course in the Accounting Certificate. Enrollment limited. For more information see page 19. &

Reg# W9052B Through Dec 11: $555 / After: $605 Jan 11-Mar 21 Deidra Renee Duncan, MBA, CPA Reg# W9089B Through Dec 18: $555 / After: $605 Jan 18-Mar 28

Richard E. Lillie, MAS, EdD, CPA, Assistant Professor

of Accounting, Cal State San Bernardino

Management 4 units

c

EE Management Accounting m

XL 122

Prerequisite: X 1B Principles of Accounting or consent

of instructor. Required course in the Accounting Certifi-

cate. Enrollment limited. For more information see page 19. &

Reg# W9099B Through Dec 11: $555 / After: $605 Jan 11-Mar 28 Chee-Sum Tan, MBA, Controller/Accounting Manager, Union Bank of California Reg# W9098B Through Dec 11: $555 / After: $605 Jan 11-Mar 28 Danny S. Litt, MBA, MS, consultant

Management 4 units

c

EE Advanced Accounting Theory and Practice m

X 124A

Prerequisite: X 120A, B, and C Intermediate Accounting Theory and Practice and XL 122 Management Account- ing, or consent of instructor. Required course in the Accounting Certificate. Enrollment limited. For more information see page 19. &

Reg# W9094B Through Dec 11: $555 / After: $605 Jan 11-Mar 28 Larry B. Wolod, CPA, JD, LLM

Management 4 units

c

EE Advanced Accounting Theory and Practice m

X 124B

Prerequisite: X 124A Advanced Accounting Theory and Practice or consent of instructor. Required course in the Accounting Certificate. Enrollment limited. For more information see page 20. &

Reg# W9097B Through Dec 11: $555 / After: $605 Jan 11-Mar 21 Kurt M. Hull, MBA, CPA, consultant

Management 4 units

c

EE Federal Income Taxation m

X 127

39.5 hours of MCLE credit available. Accepted by the Certified Financial Planner Board of Standards, Inc. for 30 hours of continuing education.

Prerequisite: X 1A and X 1B Principles of Accounting,

or consent of instructor. Core course in the Taxation

Certificate. Required course in the Accounting Certifi- cate. Enrollment limited. For more information see page 23. &

Reg# W8738B Through Dec 11: $555 / After: $605 Jan 11-Mar 28 Dana N. Leland, PhD Reg# W8736B Through Dec 11: $555 / After: $605 Jan 11-Mar 28 Wendy Walston Achilles, PhD, CPA

Management 4 units

c

Are You Completing Your Certificate?

To take part in Extension’s 2012

Graduation Ceremony in June,

you must be officially enrolled in your desired certificate by February 15, 2012 and have com- pleted your program between Fall 2011 and Summer 2012.

If you meet the above criteria

call (310) 206-1654 or email

bamcertificate@uclaextension.edu to save your spot at graduation.

EE Auditing: Financial m

X 423

36.75 hours of MCLE credit available. Prerequisite: X 120A, B, and C Intermediate Accounting Theory and Practice, or consent of instructor. Required

course in the Accounting Certificate. Enrollment limited.

For more information see page 20.

Reg# W9100B Through Dec 11: $555 / After: $605 Jan 11-Mar 28 Kurt M. Hull, MBA, CPA, consultant Reg# W9101B Through Dec 11: $555 / After: $605 Jan 11-Mar 28 Maria Hernandez-Alamin, BA, CPA, CIA

Management 4 units

&

EE Nonprofit Accounting m

X 423.18

34 hours of MCLE credit available. Nonprofit organizations represent one of the fastest- growing sectors of our economy. This fact makes it increasingly important for auditors, managers, and CPAs in public, private, and nonprofit firms to under- stand how nonprofits measure financial performance and how they differ from for-profit organizations. This course examines the core principles and practices of nonprofit accounting. It also summarizes the accounting requirements and practices of specific types of non-

profit organizations, including hospitals, colleges and universities, health and welfare organizations, and organizations—both nonprofit and for-profit—that receive government assistance in the form of contracts, guaranties, grants, or assistance that may be subject

to federal audit requirements. Other topics include the

general characteristics and operational environment of nonprofit organizations; applying generally accepted standards and principles; and financial statements, audit guides, and recent changes in nonprofit account- ing and reporting rules. For technical requirements see page 4. Prerequisite: X 1A and X 1B Principles of Accounting, or consent of instructor. Business-Related

Elective in the Core course in the Accounting Certificate.

Enrollment limited.

Reg# W9103B Through Dec 18: $555 / After: $605 Jan 18-Mar 28 Rebecca M. Evans, MSBE, BS

Management 4 units

&

EE Internal Auditing (Operational and Management) m

X 423.2

Prerequisite: X 120A, B, and C Intermediate Accounting Theory and Practice, or consent of instructor. Required

course in the Accounting Certificate. Enrollment limited.

For more information see page 20.

Reg# W9102B Through Dec 18: $555 / After: $605 Jan 18-Mar 28 Ahmed Abo-Hebeish, MBA, CPA, Consultant, Hebeish Management Services

Management 4 units

&

EE Forensic Accounting m

X 423.421

This course is an introduction to the exciting field of forensic accounting and the role it plays in both pre-

venting fraud from occurring and discovering fraud after

it has occurred. Students are introduced to many

opportunities in the field of accounting and fraud detec- tion in the private sector, public accounting, and govern- ment. Topics include complex financial investigations, compliance and financial audits, money laundering, net worth analysis, the psychology of white collar crime, financial statement fraud, and more. Guest lecturers from diverse fields describe their careers in the field of accounting/forensic accounting by presenting real- world cases and investigations. For technical require- ments see page 4. Prerequisite: X 423 Auditing:

Financial and X 423.2 Internal Auditing (Operational and Management) or consent of instructor. Elective in the Accounting Certificate. Enrollment limited. &

Reg# W9105B Through Dec 11: $555 / After: $605 Jan 11-Mar 21 Daniel Ryan, MSA, BSBA, District Director, U.S. Department of Treasury, Alcohol and Tobacco Tax and Trade Bureau

Management 4 units

EE Ethics in Accounting m

X 423.422

(Completion or near completion of Group A Accounting Core Courses is recommended.) Required course in the Accounting Certificate. Enroll- ment limited. For more information see page 20. &

Reg# W9107B Through Jan 1: $315 / After: $345 Feb 1-Mar 7 David Reinus, MBA, CPA, owner, David Reinus, CPA

Management 2 units

EE Integrating Sustainability into Financial Reporting m

X 423.423

Company financial statements are going green. Under- standing and reporting on the impact of sustainability activities in financial reports is becoming increasingly necessary, both for ensuring compliance with financial reporting standards and to provide stakeholders with material information highlighting sustainability impacts, risks, and opportunities. This course is ideal for accounting and financial professionals, investors, busi- ness owners, and executives who must evaluate sus- tainability performance of a company, organization, or other entity. Instruction encompasses key topics in

global sustainability financial reporting, including green accounting and sustainability economics, auditing and reporting, primary and secondary sustainability metrics and indexes, and Global Reporting Initiative (GRI) modeling and monitoring procedures. Students leave the classroom with a framework for reporting and measuring sustainability activity that can be used to benchmark organizational performance and help build future initiatives. For technical requirements see page 4. Elective course in Global Sustainability

Certificate. Enrollment limited.

Reg# W9109B Through Dec 18: $555 / After: $605 Jan 18-Mar 28 Jess Stern, CPA, LLC

Management 4 units

&

EE Financial Control of Operations m

X 429.4

This course examines the techniques of interpreting and analyzing financial and accounting data for manage-

ment control. Instruction covers such topics as financial information, cash flow statements, financial statement analysis, growth rate analysis, revenue recognition, earnings per share, fixed assets, inventory, financial instruments, and leases. Students develop an under- standing of the financial and accounting information that is needed by management to assist in the control

of operations. For technical requirements see page 4.

Prerequisite: X 120A, B, and C Intermediate Accounting Theory and Practice and XL 122 Management Account- ing, or equivalent experience and consent of instructor. Enrollment limited. &

Reg# W9114B Through Dec 11: $555 / After: $605 Jan 11-Mar 21 Danny S. Litt, MBA, MS, consultant

Management 4 units

Introduction to QuickBooks m

828.44A Management 1.8 CEU Required text: QuickBooks Learning Guide 2010 by Craig, order at journeyed.com, part# 411036. For more information see page 21. & Reg# W9639B Through Jan 22: $289 / After: $315 Feb 22-Mar 28 Crystalynn Shelton, BA, Business Advisor, Small Busi- ness Development Center, Santa Clarita, CA; Certified QuickBooks Pro advisor

Becker CPA Review

For more information call (310) 825-4938.

Enrollment into the Becker CPA Review through UCLA Extension is restricted to cer- tificate students who currently are enrolled in the Certificate in Accounting and who have completed a minimum of 5 courses, or who have completed the certificate program. Stu- dents who do not qualify for enrollment through Extension should contact Becker at (800) 868-3900 or beckerreview.com.

The $2,645 discounted fee for Accounting Certificate students covers enrollment in all 4 parts of the Becker Review and course mate- rials, which are shipped directly to students. Once enrolled in the first part, UCLA Extension students are then automatically enrolled, without an additional fee, in the 3 subsequent Saturday or weekday UCLA Extension parts, depending on which “pattern” (Saturday or weekday) they chose. Visit beckerreview.com for complete course schedules. Students choosing to go outside of this pattern, or who wish to attend other Becker locations, will be charged an additional fee of $90.

Becker CPA Review Program:

Regulations

828.4E Management 2.8 CEU This section combines federal income taxation, ethics, professional and legal responsibilities, and business law topics. Enrollment in this section allows students to enroll, without an additional fee, in the remaining three subsequent sections (828.4B Financial Accounting and Reporting, 828.4C Auditing and Attestation, and 828.4D Business Environment and Concepts) of the Becker CPA Review program. Enrollment limited; advance enroll- ment required. Visitors not permitted. Restricted course; call (310) 825-4938 for permission to enroll. Web enrollments automatically generate a “Permission to Enroll” request.

kkk

Enroll at uclaextension.edu or call (310) 825-9971

Business, Management & Legal

23

Reg# W9244B Fee: $2,645 Downtown Los Angeles: 261 S. Figueroa St., Figueroa Courtyard, Suite 100W, Classroom 105 Mon & Wed 6-10pm, Jan 9-Feb 6, 7 mtgs (no mtg 1/11 & 1/16) Jean Huang, MS Accounting, CPA Reg# W9239B Fee: $2,645 UCLA: A25 Haines Hall Wed 6-10pm, Jan 18-Feb 8 Mon 6-10pm, Jan 30-Feb 13, 7 mtgs No refund after Jan 6. Gordon L. Klein, JD, Lecturer, UCLA Anderson School of Management Gonzalo Freixes, JD, Attorney-at-Law; Lecturer, UCLA Anderson School of Management

Becker CPA Review Program:

Financial Accounting and Reporting

828.4B Management 7.2 CEU This section covers generally accepted accounting principles for business enterprises and accounting and reporting for government entities and not-for-profit organizations. Enrollment in this section allows students to enroll, without an additional fee, in the remaining three subsequent sections (828.4C Auditing and Attes- tation, 828.4D Business Environment and Concepts, and 828.4E Regulations) of the Becker CPA Review program. Enrollment limited; advance enrollment required. Restricted course; call (310) 825-4938 for permission to enroll. Web enrollments automatically generate a “Permission to Enroll” request. Reg# W9242B Fee: $2,645 UCLA: A25 Haines Hall

✷ ✷ Sat 8am-12pm, Jan 14 ✷ ✷ Sat 8am-5pm, Jan 21-Feb 11, 5 mtgs
✷ Sat 8am-12pm, Jan 14
✷ Sat 8am-5pm, Jan 21-Feb 11, 5 mtgs
Gordon L. Klein, JD, Lecturer, UCLA Anderson School
of Management
David Ravetch, BA, MAT, Senior Lecturer, UCLA
Anderson School of Management

Becker CPA Review Program:

Auditing and Attestation

828.4C Management 2 CEU This section covers knowledge of auditing procedures, generally accepted auditing standards and other stan- dards related to attest engagements, and the skills needed to apply that knowledge. Enrollment in this section allows students to enroll, without an additional fee, in the remaining three subsequent sections (828.4B Financial Accounting and Reporting, 828.4D Business Environment and Concepts, and 828.4E Regulations) of the Becker CPA Review program. Enrollment limited; advance enroll- ment required. Restricted course; call (310) 825-4938 for permission to enroll. Web enrollments automatically generate a “Permission to Enroll” request. Reg# W9240B Fee: $2,645 UCLA: A25 Haines Hall

✷ ✷ Sat 8am-12pm, Mar 3 ✷ ✷ Sat 8am-5pm, Mar 10 & 17, 3
✷ Sat 8am-12pm, Mar 3
✷ Sat 8am-5pm, Mar 10 & 17, 3 mtgs
Gordon L. Klein, JD, Lecturer, UCLA Anderson School
of Management
Merle Hopkins, PhD, Professor of Clinical Accounting,
USC Leventhal School of Accounting

Becker CPA Review Program:

Business Environment and Concepts

828.4D Management 2 CEU This section covers knowledge of general business environment and business concepts, including business structures; economic concepts essential to obtaining an understanding of an entity’s operations, business and industry; information technology; and planning and measurement (cost accounting). Enrollment in this sec- tion allows students to enroll, without an additional fee, in the remaining three subsequent sections (828.4B Financial Accounting and Reporting, 828.4C Auditing and Attestation, and 828.4E Regulations) of the Becker CPA Review program. Enrollment limited; advance enrollment required. Restricted course; call (310) 825-4938 for permission to enroll. Web enrollments automatically generate a “Permission to Enroll” request. & kkk

Reg# W9238B Fee: $2,645 UCLA: A25 Haines Hall Mon 6-10pm, Feb 27-Mar 12 Wed 6-10pm, Mar 7 & 14, 5 mtgs Gordon L. Klein, JD, Lecturer, UCLA Anderson School of Management Reg# W9246B Fee: $2,645 Downtown Los Angeles: 261 S. Figueroa St., Figueroa Courtyard, Suite 100W, Classroom 105 Mon & Wed 6-10pm, Feb 27-Mar 14, 5 mtgs (no mtg 2/29) Merle Hopkins, PhD, Professor of Clinical Accounting, USC Leventhal School of Accounting

CIA Review

For more information call (310) 825-4938 or email amarianno@uclaextension.edu.

UCLA Extension, in partnership with The Insti- tute of Internal Auditors (IIA), offers the Inter- nal Auditors CIA Learning Systems(TM) Review Program to prepare students for the Certified Internal Auditor ® (CIA ® ) certification examination. The IIA CIA Learning Systems materials are delivered in a blended format consisting of printed workbooks and web- based software. This intensive review pro- gram is augmented by the expertise of our experienced instructors. The IIA CIA Learning System course materials, which consist of printed workbooks and online access, are included in the course fees. IIA members and

students in the Certificate in Accounting may

enroll at reduced fees. This program is now offered online.

Students may enroll in individual parts or in one of the “Comprehensive” sections (Parts I-III or Parts I-IV).

Online Courses

For technical requirements see page 4.

CIA Exam Review Part I:

The Internal Audit Activity’s Role in Governance, Risk, and Control m

828.501A Management 1.4 CEU (Includes IIA CIA Learning System course materials.) This online review covers compliance with the IIA’s “Attribute Standards”; risk and control knowledge ele- ments; establishing a risk-based plan to determine the priorities of the internal audit activity; plan engage- ments; and the nature of internal audit work in risk management, control, and governance. For technical requirements see page 4. Enrollment limited; enroll-

ment prior to the first class required. &

Reg# W9232B Through Dec 11: $495 / After: $545 Jan 11-25 $195 course material costs refundable upon return. Rosalyn Wong, CPA, CIA, Internal Auditor, City of Los Angeles

CIA Exam Review Part II: Conducting the Internal Audit Engagement m

828.501B Management 1.4 CEU (Includes IIA CIA Learning System course materials.) This online review covers conduct engagements, con- duct-specific engagements; monitor engagement out- comes; fraud knowledge elements; engagement tools. For technical requirements see page 4. Enrollment limited; enrollment prior to the first class required. & kkk

Reg# W9233B Through Jan 1: $495 / After: $545 Feb 1-15 $195 course material costs refundable upon return Rosalyn Wong, CPA, CIA, Internal Auditor, City of Los Angeles

CIA Exam Review Part III:

Business Analysis and Information Technology m

828.501C Management 2.1 CEU (Includes IIA CIA Learning System course materials.) This online review covers business processes; finan- cial accounting and finance; managerial accounting; regulatory, legal, and economic issues; and informa- tion technology. For technical requirements see page 4. Enrollment limited; enrollment prior to the first class required. & Reg# W9234B Through Jan 22: $695 / After: $765 Feb 22-Mar 14 $195 course material costs refundable upon return Jim Tiao, BA, MBA, CIA, CISA

CIA Exam Review Part IV:

Business Management Skills m

828.501D Management 0.7 CEU (Includes IIA CIA Learning System course materials.) This online review covers strategic management, global business environments, organizational behavior, management skills, and negotiating. For technical requirements see page 4. Enrollment limited; advance enrollment required. & Reg# W9235B Through Feb 21: $395 / After: $435 Mar 21-28 $195 course material costs refundable upon return Jim Tiao, BA, MBA, CIA, CISA

CIA Exam Review: Parts I-III m

828.501AC Management 4.9 CEU (Includes IIA CIA Learning System course materials.) Enrollment into this online series encompasses the first three parts of the CIA Exam Review: The Internal Audit Activity’s Role in Governance, Risk, and Control; Con- ducting the Internal Audit Engagement; and Business Analysis and Information Technology. Students may also enroll in each section individually. For technical require- ments see page 4. Enrollment limited; enrollment prior to the first class required. & Reg# W9236B Through Dec 11: $1,495 / After: $1,645 Jan 11-Mar 14 $585 course material costs refundable upon return. Jim Tiao, BA, MBA, CIA, CISA Rosalyn Wong, CPA, CIA, Internal Auditor, City of Los Angeles

CIA Exam Review: Parts I-IV m

828.501AD

(Includes IIA CIA Learning System course materials.) Enrollment into this online series encompasses all four parts of the CIA Exam Review: The Internal Audit Activ- ity’s Role in Governance, Risk, and Control; Conducting the Internal Audit Engagement; Business Analysis and Information Technology; and Business Management Skills. Students also may enroll in each section individu- ally. For technical requirements see page 4. Enrollment limited; enrollment prior to the first class required. &

Reg# W9237B Through Dec 11: $1,879 / After: $2,065 Jan 11-Mar 28 $780 course material costs refundable upon return. Jim Tiao, BA, MBA, CIA, CISA Rosalyn Wong, CPA, CIA, Internal Auditor, City of Los Angeles

Management 5.6 CEU

Taxation

For more information call (310) 825-4938 or email amarianno@uclaextension.edu.

Those students who plan to become tax pro- fessionals in industry or tax preparers are advised to enroll in the Taxation Certificate.

EE Federal Income Taxation

X 127

39.5 hours of MCLE credit available. Accepted by the

Certified Financial Planner Board of Standards, Inc. for 30 hours of continuing education. This course explores individual income taxation issues, including tax determination; personal and dependents exemptions; concepts and inclusions of gross income; general deductions and losses; deduction of certain business expenses and losses; depreciation, cost recovery amortization, and depletion; deduction of employee expenses; itemized deductions and losses; passive activity losses; property transaction gains and losses; nontaxable exchanges; and capital gains and losses. Prerequisite: X 1A and X 1B Principles of Accounting, or consent of instructor. Core course in the Taxation Certificate. Required course in the Accounting Certificate. &

Reg# W8739B Through Dec 11: $475 / After: $519 UCLA: 175 Dodd Hall Wed 6:30-9:30pm, Jan 11-Mar 28, 14 mtgs (2 mtgs to be arranged) Morton D. Rosenthal, JD, attorney Reg# W8755B Through Dec 12: $475 / After: $519 Downtown Los Angeles: 261 S. Figueroa St., Figueroa Courtyard, Suite 100W, Classroom 108 Thu 6:30-9:30pm, Jan 12-Mar 29, 14 mtgs (2 mtgs to be arranged) Gregory Habib, CPA, MST, Revenue Agent, Internal Revenue Service

Management 4 units

c

EE Fundamentals of Tax Preparation

X 427.08

39.5 hours of MCLE credit available.

For new or inexperienced practitioners, this course cov- ers the basic elements of average individual and busi- ness tax returns, as well as new laws, filing require- ments, exemptions, gross income, adjustments, itemized versus standard deductions, business/professional income/loss, self-employment tax, investment credit and recapture, audit processes, appeals, and miscellaneous taxes. Instruction emphasizes hypothetical examples. Text: Income Tax Fundamentals (2012) by Whittenburg (West). Read Chapter 1 before first class. &

Reg# W8769B

Management 4 units

Through Dec 14: $425 / After: $465 Westwood: 201 Extension Lindbrook Center

✷

Sat 9am-4pm, Jan 14-Feb 18, 6 mtgs

Felicia Duque Black, BA, JD, attorney; Appeals Officer, Internal Revenue Service

c

m

E

UC credit; see page 149

Online course

Not available passed/not passed

& Text required; see page 148

M Course held during daytime hours

24

Business, Management & Legal

Enroll at uclaextension.edu or call (310) 825-9971

Taxation Certificate

This 9-course certificate is intended for those who wish to become a qualified tax professional as well as for financial advisors who want to provide tax services.

In addition to the 9 required courses, you also must complete the Business Ethics requirement.

you also must complete the Business Ethics requirement. Select 9 courses from the following: X 127

Select 9 courses from the following:

X

127 Federal income taxation

X

427.12 estate and gift taxation

X

427.121 international taxation

X

427.122 taxation of Property

transactions

X 427.123 tax Reporting and governance for nonprofit

Organizations

X 427.13 Payroll tax and accounting

X 427.8 taxation of Corporations and shareholders

X 427.9 Partnership taxation

X 427.904 Retirement Plans and Other employee Benefits

X 427.96 Fundamentals of tax advocacy

X 430.33 income taxation in

Personal Financial Planning

X

439.3 estate Planning

X

439.31 advanced estate Planning

Ethics Requirement

891.02 Business ethics

May be taken at any time during the program; also offered online.

Candidacy Fee An application for candidacy and

a nonrefundable fee of $150 must be submitted by the completion

of the second course to officially

enroll in this program under its current curriculum. For an applica-

tion, visit uclaextension.edu/bamcert

or call (310) 206-1654.

More Information

Visit uclaextension.edu/taxation

or call (310) 206-1654.

Daytime Accelerated Courses

Ideal for students who have limited time and want to challenge them- selves, the Department of Business, Management, and Legal Programs now offers courses in a daytime, accelerated format.

Classes are held between 9am-5pm and will be completed in 6 weeks or less. These courses also can be taken individually.

Courses offered in this format:

Developing a Business Plan

Page 29.

social Media Marketing

Page 41.

Marketing Principles and Practices

Page 40.

Management theory, Policy, and

Process

Page 38.

For more information visit uclaextension.edu/accelerated.

EE Taxation of Property Transactions

X 427.122

34 hours of MCLE credit available.

This course is designed for attorneys, taxation profes- sionals, and others actively working in the real estate industry and who are interested in taxation issues associated with real estate transactions. The course builds on the basic tax principles learned by students

in X 127 Federal Income Taxation and extends those

principles to their application in the sale or other trans- fer of property. Students are provided with a detailed analysis of the federal income tax consequences result- ing from sales, exchanges, and other dispositions of property, including such topics as determining the taxable event; ascertaining basis and amount realized; ascertaining gain or loss; limitations regarding the use

of losses, including the at-risk and passive activity loss

provisions; the importance of the distinction between capital and ordinary loss treatment; and the applicability of various non-recognition provisions, including like- kind exchanges and involuntary conversions. &

Reg# W8806B Through Dec 11: $425 / After: $465 UCLA: 5280 Boelter Hall Wed 6:30-9:30pm, Jan 11-Mar 28, 12 mtgs David S. Krantz, BA, JD, Attorney, Ostrove, Krantz & Associates, APC

Management 4 units

EE Taxation of Corporations and Shareholders

X 427.8

34 hours of MCLE credit available.

This course examines classification of corporations and associations, organization of corporations, transfers of property to and from a corporation, small business stock, dividend distributions, earnings/profits, property dividends, basic problems in redemption of stock, attribution rules, and partial and complete liquidations. Instruction also covers accumulated earnings, subchap- ter S, and transactions between corporations and shareholders. Prerequisite: X 127 Federal Income Taxa- tion, equivalent experience, or consent of instructor. Core course in the Taxation Certificate. Required course in the Accounting Certificate. &

Reg# W8756B Through Dec 10: $425 / After: $465 UCLA: 1270 School of Public Affairs Bldg. Tue 6:30-9:30pm, Jan 10-Mar 27, 12 mtgs Nidal B. Ramadan, CPA, MBA, Internal Revenue Agent

Management 4 units

EE Partnership Taxation

X 427.9

34 hours of MCLE credit available.

This course covers tax and legal aspects of forming, operating, and dissolving partnerships. Topics include the definition and conduct of a partnership; property, services, basis, and holding periods; interest and lia- bilities; operational and at-risk rules; allocation of distributive shares; transactions between partners; disposition of interest and property; distributions involving 751 assets; termination and 736 payments; death of partner; and setting up family and limited partnerships as an association for tax purposes. Pre- requisite: X 127 Federal Income Taxation or equivalent experience and consent of instructor. Required course in the Taxation Certificate. Business-Related Elective in the Accounting Certificate. & Reg# W9583B Through Dec 12: $425 / After: $465 UCLA: 5264 Boelter Hall Thu 6:30-9:30pm, Jan 12-Mar 29, 12 mtgs Sanford I. Millar, JD, MBT, Attorney, Law Offices of Sanford I. Millar; Certified Specialist Taxation Law, State Bar of California

Management 4 units

EE Estate Planning

X 439.3

34 hours of MCLE credit available, including 1 hour

of Legal Ethics and 0.5 hour of Elimination of Bias.

36 hours of California Department of Insurance

continuing education credit available. Required course in the Personal Financial Planning Certificate. Core course in the Taxation Certificate. For more information see page 45. &

Reg# W9190B Through Dec 11: $425 / After: $465 UCLA: 167 Dodd Hall Wed 6:30-9:30pm, Jan 11-Mar 28, 12 mtgs

Jonathan S. Forster, BA, JD, Partner, Weinstock, Manion, Reisman, Shore & Neumann, A Law

Corporation

Management 4 units

EE Income Taxation in Personal Financial Planning

X 430.33

34 hours of MCLE credit available.

Prerequisite: X 430.31 Survey of Personal Financial Planning, X 430.391 Financial Analysis in Personal Financial Planning, and X 427.08 Fundamentals of Tax Preparation, or X 127 Federal Income Taxation, or con- sent of instructor. Required course in Personal Financial Planning Certificate. Core course in the Taxation Certifi- cate. For more information see page 44. &

Reg# W9343B Through Dec 12: $425 / After: $465 UCLA: 167 Dodd Hall Thu 6:30-9:30pm, Jan 12-Mar 29, 12 mtgs David R. Bergmann, BS, CFP ® , EA, CLU, ChFC, Man- aging Principal, The David R. Bergmann Group

Management 4 units

Seminars

Tax Strategies for Building and Maintaining Wealth

833.64 Management 0.7 CEU

(Includes course materials.) This 1-day seminar is designed for individuals who are interested in implementing proven tax strategies for

reducing overall tax liabilities and increasing cash flow. Participants learn how to lower or defer federal and state income taxes, capital gains taxes, and estate taxes. The seminar includes a multi-line analysis of the 1040 tax form in terms of both a tax strategy and financial-planning perspective. Current pension law also

is reviewed to determine the best options for managing

retirement assets, including pensions, IRAs, and 401K plans, to ensure desired distribution benefits and a maximum transfer of wealth. Enrollment limited. Advance enrollment highly recommended. Participants may enroll at the door, space permitting; payment by credit card only.

Reg# W9269B Through Jan 25: $95 / After: $105 Westwood: 214 Extension Lindbrook Center ✷ ✷ Sat 9am-4pm, Feb 25, 1 mtg David R. Bergmann, BS, CFP ® , EA, CLU, ChFC, Man- aging Principal, The David R. Bergmann Group

Business Ethics

891.02 Management 0.6 CEU

(Includes course materials and lunch.) All business and management certificate students must successfully complete this seminar to receive their certificate. Enrollment limited; no enrollment at the door. Students must arrive no later than 9am. For more information see page 26.

Reg# W9207B Through Jan 18: $175 / After: $189 Westwood: 217 Extension Lindbrook Center ✷ ✷ Sat 9am-4pm, Feb 18, 1 mtg Matthew Kohler, MBA, Owner/President, Baja Tan, LLC

217 Extension Lindbrook Center ✷ ✷ Sat 9am-4pm, Feb 18, 1 mtg Matthew Kohler , MBA,
217 Extension Lindbrook Center ✷ ✷ Sat 9am-4pm, Feb 18, 1 mtg Matthew Kohler , MBA,

Enroll at uclaextension.edu or call (310) 825-9971

Business, Management & Legal

25

Online Courses

For technical requirements see page 4.

EE Federal Income Taxation m

X 127

39.5 hours of MCLE credit available. Accepted by the Certified Financial Planner Board of Standards, Inc. for 30 hours of continuing education. Prerequisite: X 1A and X 1B Principles of Accounting, or consent of instructor. Core course in the Taxation Certificate. Required course in the Accounting Certifi- cate. Enrollment limited. For more information see page 23. &

Reg# W8736B Through Dec 11: $555 / After: $605 Jan 11-Mar 28 Wendy Walston Achilles, PhD, CPA Reg# W8738B Through Dec 11: $555 / After: $605 Jan 11-Mar 28 Dana N. Leland, PhD

Management 4 units

c

EE International Taxation m

X 427.121

This course is for accounting, tax, and finance profes- sionals; international business managers; and lawyers who work with cross-border transactions involving the United States. Instruction explores the application of U.S. tax law to U.S. individuals and entities conducting transactions outside the U.S. as well as foreign individu- als and entities conducting transactions in the U.S. Topics include the distinction between U.S.- and for- eign-source income: taxation of U.S.-controlled foreign corporations, international tax treaties, taxation of cross-border acquisitions, the foreign tax credit, and transfer pricing. Students leave the course with an understanding on how U.S. tax law applies to interna- tional transactions and how to identify the key interna- tional tax issues that must be addressed. Students also learn the general concepts and policies that compose the international elements of the U.S. tax code. For technical requirements see page 4. Prerequisite: X 127 Federal Income Taxation, equivalent experience, or consent of instructor. Required course in the Taxation Certificate. Enrollment limited. &

Reg# W8939B Through Dec 11: $555 / After: $605 Jan 11-Mar 21 Steve Rubens, JD, MBA

Management 4 units

EE Taxation of Corporations and Shareholders m

X 427.8

34 hours of MCLE credit available. Prerequisite: X 127 Federal Income Taxation, equivalent experience, or consent of instructor. Required course in the Certificate in Taxation. Business-Related Elective in the Certificate in Accounting Enrollment limited. For more information see page 24. &

Reg# W9577B Through Dec 18: $555 / After: $605 Jan 18-Mar 28 Mark S. Hoose, Esq., Attorney at Law

Management 4 units

Business Ethics m

891.02 Management 1.8 CEU

Enrollment limited to 25 students. Students in certain Business and Management Certificates are required to successfully complete this seminar to receive their certificate. For more information see page 26.

Reg# W9261B Through Dec 9: $175 / After: $189 Jan 9-30 Chris N. Economo, MBA Reg# W9262B Through Feb 14: $175 / After: $189 Mar 14-28 Chris N. Economo, MBA

Business Economics, Math, and Statistics

For more information call (310) 206-1708 email mcardoza@uclaextension.edu.

All X 1-199 and X 400-level 4-unit courses can be applied toward the General Business Studies Certificate.

EE Business Economics

X 100

This course examines the effort of the enterprise to secure profits and the nature of demand for its prod- ucts. Topics include cost and production, allocation of resources through competition, forms of market com- petition, relation of size to efficiency, markets for pro- ductive factors, incentives and growth, and capital budgeting. Various concepts of algebra and statistics may be used in the analysis of economic theory. Business-related elective in the Accounting Certificate. Required course in the Business Administration and Business Fundamentals Certificates. &

Reg# W8745B Through Dec 10: $429 / After: $469 UCLA: 2238 School of Public Affairs Bldg. Tue 6:30-9:30pm, Jan 10-Mar 27, 12 mtgs

Nguyen T. Quan, PhD, Principal, Golden State Water

Company

Management 4 units

c

EE Mathematics for Management

X 110

This course provides a fundamental background for administrators in the public and private economic sec- tors, as well as a solid review of pre-MBA mathematics. Topics include linear and matrix algebra (with special emphasis on demand/supply and cost/revenue analysis) and differential calculus. Students are encouraged to bring in examples of mathematical applications based on their professional experiences. Business-related elective in the Accounting Certificate. Required course in the Business Administration Certificate. &

Reg# W8746B Through Dec 11: $455 / After: $499 UCLA: 2238 School of Public Affairs Bldg. Wed 6:30-9:45pm, Jan 11-Mar 28, 12 mtgs Bijan Raphael, MA, PhD

Management 4 units

c

EE Business Applications of Calculus

X 410

This course examines the applications of differential and integral calculus to the study of business and economics. Topics helpful to students who need a pre- MBA review of calculus principles and applications also are covered. &

Reg# W8747B Through Dec 23: $385 / After: $419 UCLA: 2238 School of Public Affairs Bldg. Mon 6:30-9:30pm, Jan 23-Mar 26, 9 mtgs (no mtg 2/20) Bijan Raphael, MA, PhD

Management 3 units

c

m

E

UC credit; see page 149

Online course

Not available passed/not passed

& Text required; see page 148

M Course held during daytime hours

Courses of Interest to Pre‑MBA Students

These courses provide an ideal foundation for anyone preparing for the GMAT or who needs general business courses to round out an applica- tion. In addition, they offer degree credit that is transferable to all UC campuses and many other universities.

Visit uclaextension.edu/pre-mba to learn more about these courses.

Offered This Quarter + Principles of accounting (X 1a & X 1B)

Page 18.

+ Business economics (X 100)

This page.

+ Mathematics for Management (X 110)

This page.

This page. + Mathematics for Management (X 110) This page. Business statistics (X 115) m Page

Business statistics (X 115) m

Page 26.

+ Basic Managerial Finance (X 130a)

Page 29.

Management theory, Policy, and Process (X 190)

Page 38.

+ Business Law (X 108)

Page 39.

+ Marketing Principles and Practices

(X 160)

Page 40.

+ advertising Principles and Practices

(X 163)

Page 40.

+ Also offered online.

General Business Certificates

General Business Certificates general Business studies Certificate This flexible 9-course certificate is designed for

general Business studies Certificate

This flexible 9-course certificate is designed for those who want a self-directed curriculum and the opportunity to specialize in a field of concentration. This certificate is intended for individuals whose unique personal interests or profes- sional goals may require them to design their own program from a wide variety of business courses.

Business Fundamentals Certificate

This 9-course certificate is offered to students who want a structured overview of management principles. Drawing on financial, economic, and organizational disciplines, the program provides students with a strong introduction to the business environment.

Business administration Certificate

This 17-course structured certificate is designed for students planning to pursue careers in business as well as experienced professionals seeking skill enhancement. It provides a strong foundation in business prin- ciples, including the tools of business analysis, business fundamentals, and management theory.

For more information about these programs call (310) 206-1654 or visit uclaextension.edu/bam.

26

Business, Management & Legal

Enroll at uclaextension.edu or call (310) 825-9971

Short on Time?

Select a Seminar or Short Course

introduction to QuickBooks

ethics for Human Resources Professionals

Page 21.

tax strategies for Building and Maintaining Wealth

Page 34.

Project Management that Works

Page 24.

Page 38.

Business ethics

Coaching and Mentoring employees

This page.

Page 38.

alternative energy in global Business

Moving from Debt to Wealth on any income

Page 27.

electric Vehicles and infrastructure

Page 44.

Page 27.

investing in Mutual Funds and etFs

sustainable social Media

Page 44.

Page 27.

ethics in Personal Financial Planning

Making Your Message Clear

Page 46.

Page 27.

Recruiting and Coordinating Celebrities/talent for special events, spokespersons, and Product Promotions

Public speaking for the Private Person

Page 28.

Page 47.

Managing Conflict and Disagreement

the 1-Day Real estate Boot Camp

Page 28.

Page 50.

Best Practices in negotiation

How to invest Profitably in Real estate Loans

Page 29.

Financial Modeling and applications:

Page 50.

tips and techniques using excel

Buying and Managing apartment Buildings for Profit

Page 31.

introduction to the stock Market

Page 50.

Page 32.

starting Your Own Restaurant

technical stock Market and stock analysis

Page 50.

Page 32.

Taking the GRE or GMAT Soon?

Prepare the Smart Way with UCLA Extension Test Prep Courses

Smart people are prepared. Smarter people prepare with UCLA Extension test preparation courses.

Today, getting accepted into a graduate program takes a competitive edge. Get that edge with one of our courses.

For information see page 79,

call (310) 983-1181, or visit

uclaextension.edu/testprep.

Make Your Classroom Come Alive

Our award-winning Instructor Development Program offers workshops on teaching and pre- sentation skills for new and returning UCLA Extension instructors.

Offered This Quarter storytelling: a tool for Learning m

instructors solutions group m

Planning the total Course

Visit uclaextension.edu/idp, email instrdev@uclaextension.edu, or call (310) 825-4851 for details.

Online Courses

For technical requirments see page 4.

EE Business Economics m

X 100

Business-related elective in the Accounting Certificate. Required course in the Business Administration and Business Fundamentals Certificates. Enrollment limited. For more information see page 25. &

Reg# W8807B Through Dec 11: $555 / After: $605 Jan 11-Mar 28 Britt Hastey, MS, MBA, Vice Chair, Business Adminis- tration Department, Los Angeles City College

Management 4 units

c

EE Mathematics for Management m

X 110

Business-related elective in the Accounting Certificate. Required course in the Business Administration Certifi- cate. Enrollment limited. For more information see page 25. &

Reg# W8808B Through Dec 11: $555 / After: $605 Jan 11-Mar 28 Jesse Overall, IV, PhD, Member of the Technical Staff, Rigel^3 Group

Management 4 units

c

EE Business Statistics m

X 115

This course explores elements of probability, probability distributions, estimation and confidence intervals,

hypothesis testing, simple and multiple linear regression, index numbers, and time series analysis. Descriptive and inferential methods for analyzing and interpreting quan- titative and qualitative data are applied to strategic and tactical business issues and decisions. Techniques for using statistical software and the data analysis capabili- ties of Microsoft Excel are integrated throughout the course. For technical requirements see page 4. Prereq- uisite: X 110 Mathematics for Management or consent

of instructor. Business-related elective in the Accounting

Certificate. Required course in the Business Administra- tion Certificate. Enrollment limited. &

Reg# W8809B Through Dec 11: $555 / After: $605 Jan 11-Mar 28

Teri A. Denson, PhD, MBA, President, Psyckey

Enterprises

Management 4 units

c

EE Math for Finance m

X 410.21

This course provides an overview of key mathematical concepts used in corporate finance, economics, and investments. Topics include simple and compound inter- est; time value of money; amortization; exponential growth; combination and permutation analysis; probability; statistical measures of central tendency and dispersion; problem solving and mathematical reasoning; and addi- tional topics covering linear programming, statistics, graph theory, and game theory. Students also are exposed to Poisson Theory, Monte Carlo simulation, options pricing, and an overview of the mathematics behind hedging theories. Students leave the course able to understand and apply basic concepts of probability, including condi-

tional probabilities, and their relationship to independence; understand statistical measures of central tendency and dispersion and their implications; and successfully engage

in systematic reasoning and mathematical problem solv-

ing. Students should have an understanding of intermedi- ate or advanced algebra. For technical requirements see page 4. Prerequisite: X 1A and X 1B Principles of Accounting Enrollment limited. &

Reg# W8810B Through Dec 18: $555 / After: $605 Jan 18-Mar 28

Nicholas H. Nucho, MBA, Senior Partner, DNM

Associates

Management 4 units

Business Ethics

EE Ethics in Accounting

X 423.422 Management 2 units Required course in the Accounting Certificate. Enroll- ment limited; enrollment prior to the first class required. Attendance at first class is mandatory. Visitors not permitted. For more information see page 20. & Reg# W9313B Through Dec 26: $335 / After: $369 UCLA: 2434 Physics & Astronomy Bldg. Thu 6:30-9:30pm, Jan 26-Mar 1, 6 mtgs Kip Dellinger, BBA, CPA

Seminars

Business Ethics

891.02 Management 0.6 CEU

(Includes course materials and lunch.) We face an increasing number of ethical issues in the business world and in our personal lives. The business scandals of recent years have highlighted the impor- tance of ethical behavior in the business environment. For CEOs and all business professionals, a solid ethical foundation must be the basis from which one builds a business career. This seminar covers the elements necessary to make ethical decisions by defining the key definitions, issues, and theories of business ethics. Through class discussions and case studies, students explore the theoretical foundations of business ethics and learn how to develop an ability to recognize and address ethical questions. Practical applications of busi- ness ethics, including a review of ethical responsibilities and relationships between organizational departments, management, and the public, also are discussed. Stu- dents leave the seminar with a better understanding of the challenges of ethical business practices. All business and management certificate students must successfully complete this seminar to receive their certificate. Enroll- ment limited; no enrollment at the door. Students must arrive no later than 9am.

Reg# W9207B

Through Jan 18: $175 / After: $189 Westwood: 217 Extension Lindbrook Center

✷

Sat 9am-4pm, Feb 18, 1 mtg

Matthew Kohler, MBA, Owner/President, Baja Tan, LLC

Ethics in Personal Financial Planning

833.379 Management 0.7 CEU

Accepted by the Certified Financial Planner Board of Standards, Inc. for 2 hours of continuing education. 6.75 hours of MCLE credit available. (Includes course materials.) Required course in the Personal Financial Planning Certificate. Enrollment limited to 35 students. Advance enrollment is highly recommended. Single admission at the door, space permitting; payment by credit card only. For more information see page 46.

Reg# W9355B

Through Feb 3: $139 / After: $150 Westwood: 209 Extension Lindbrook Center

✷

Sat 9am-4pm, Mar 3, 1 mtg

David R. Bergmann, BS, CFP ® , EA, CLU, ChFC, Managing Principal, The David R. Bergmann Group

Online Courses

For technical requirements see page 4.

Business Ethics m

891.02 Management 1.8 CEU

Enrollment limited to 25 students. Students in certain Business and Management Certificates are required to successfully complete this seminar to receive their certificate. For more information see this page.

Reg# W9261B Through Dec 9: $175 / After: $189 Jan 9-30 Chris N. Economo, MBA Reg# W9262B Through Feb 14: $175 / After: $189 Mar 14-28 Chris N. Economo, MBA

Enroll at uclaextension.edu or call (310) 825-9971

Business, Management & Legal

27

EE Ethics in Accounting m

X 423.422 Management 2 units (Completion or near completion of Group A Account- ing Core Courses is recommended.) Required course in the Accounting Certificate. Enroll- ment limited. For more information see page 20. & Reg# W9107B Through Jan 1: $315 / After: $345 Feb 1-Mar 7 David Reinus, MBA, CPA, owner, David Reinus, CPA

Business

Sustainability

Alternative Energy in Global Business

800 Management 0.6 CEU

Discover renewable technologies and business oppor- tunities that are propelling alternative energy industry growth worldwide. Learn the intricacies of real-world projects and the surrounding regulatory, financing, and government initiatives that enable project development. Topics include ocean, hydroelectric, biomass and biofu- els, geothermal, wind, and solar technologies, as well as policies that support or hinder the growth of the industry. Elective course in Global Sustainability Certificate. Advance enrollment required; no enrollment at the door.

Reg# W9349B

Through Feb 24: $155 / After: $165 UCLA: 5272 Boelter Hall

✷

Sat 9am-4pm, Mar 24, 1 mtg

Enrollment deadline: Mar 23 Adrian Tylim, MS, President, All Energy Matters, Inc.

Electric Vehicles and Infrastructure

851 Management 0.6 CEU

This course examines the perspectives of consumers, manufacturers, utilities, and federal and state depart- ments of transportation on electric vehicle adoption worldwide, and explores the range of electric vehicle choices with emphasis on the requirements, benefits, and drawbacks of each, plus the role of hybrid technol- ogy. Students learn about regulations currently in place that govern electric vehicles and review upcoming leg- islation that will shape tomorrow’s transportation tech- nologies and choices. A broad-ranging review is offered of infrastructure requirements, including charging and battery swapping stations, and analysis of opportunities and requirements of a proposed green interstate system that would allow new, innovative neighborhood electric vehicles (NEVs), medium-speed electric vehicles (MSEVs), and low speed electric vehicles (LSEVs) access to intercity and interstate routes. Elective course in Global Sustainability Certificate.

Reg# W9266B Through Feb 10: $155 / After: $165 UCLA: 5272 Boelter Hall

Sat 9am-12pm, Mar 10 & 17, 2 mtgs Enrollment deadline: Mar 9 Sat 9am-12pm, Mar 10 & 17, 2 mtgs Enrollment deadline: Mar 9

Michael Boehm, Partner, HB Sustain Dean Adams Curtis, MA

Sustainable Social Media

860.398 Management 0.6 CEU

Under pressure from consumers, shareholders, and government bodies to develop green strategies, orga- nizations are using consumer-driven social networking and media to communicate these strategies. Although adding “green” claims and eco-labels to your marketing may enhance brand image, how can companies who are taking sincere environmental initiatives market themselves credibly? Smart green brands are taking advantage of the new and dynamic consumer-driven social networking environment. Learn how to use social media tools to enhance your brand in an environment that is ideal for emerging products, social causes, and lifestyle brands. This intensive two-day course uses case studies and examples to highlight how companies and brands are taking advantage of these new tools and help you get started. Prerequisite: Familiarity with social media tools and techniques. Elective course in Global Sustainability Certificate. Internet access required to retrieve course materials.

kkk

Reg# W9182B

Through Dec 21: $175 / After: $189 Westwood: 202 Extension Lindbrook Center

✷

Sat 9am-12pm, Jan 21 & 28, 2 mtgs

Beverly W. Macy, BA, CEO, Gravity Summit, Inc.; author of The Power of Real-Time Social Media Marketing; UCLA Extension Distinguished Instructor Award, 2010

Online Courses

For technical requirements see page 4.

Principles of Sustainability II:

Economic Dimension m

X 401

Gain a broad exposure and intimate knowledge of the business aspects of sustainability through real-world business case studies. Key elements of this course include identifying practical tools, measuring perfor- mance, and reviewing best practices. Upon completion, you have an understanding of the challenging and often competing interests between businesses, regulatory, social, and technological efforts occurring globally. For technical requirements see page 4. Prerequisite: X 400 Principles of Sustainability I: Environmental Dimension. Core course in Global Sustainability Certificate. &

Reg# W9248B Through Dec 18: $579 / After: $635 Jan 18-Mar 28 James Bassett, PhD, Senior Member, Environmental Affairs Committee, Santa Monica Chamber of Commerce

Sustainability Roadmap: Developing Your Business Action Plan m

Management 4 units

X 402

Take a step-by-step approach to creating a sustain- ability business plan. In this course, you gain a working knowledge of developing strategy, setting priorities, and establishing management systems for long-term sus- tainability. Practical methods are presented along with explicit instructions for their implementation. Case examples provide illustrations of successful sustain- ablity plan development and application in a variety of industries. Elective course in Global Sustainability Certificate. For technical requirements see page 4. Enrollment limited. &

Reg# W9298B Through Dec 19: $555 / After: $605 Jan 19-Mar 29 James Bassett, PhD, Senior Member, Environmental Affairs Committee, Santa Monica Chamber of Commerce

Management 4 units

neW COuRse

EE Carbon Management for Business and Home: What Do You Do after You Change the Light Bulbs? m

X 420

As the world moves towards a low-carbon economy, reducing carbon emissions in the workplace is critical to driving cost savings, productivity, and efficiency gains. This course focuses on understanding carbon emissions in business operations and developing the skills to identify opportunities and create customized carbon management action plans that increase your business’s value. Elective course in Global Sustainability Certificate. For technical requirements see page 4. Enrollment limited.

Reg# W9350B Through Dec 18: $555 / After: $605 Jan 18-Mar 28 Zeph Phillips, Executive General Manager, Carbon Management International, Inc

Management 4 units

EE Integrating Sustainability into Financial Reporting m

X 423.423

Elective course in Global Sustainability Certificate. Enrollment limited. For more information see

page 22.

Reg# W9109B Through Dec 18: $555 / After: $605 Jan 18-Mar 28 Jess Stern, CPA, LLC

Management 4 units

&

Internships

Broaden Your Skills with Real-World Experience

Internships provide students with practical application of material studied in their declared programs and are available in the following

areas. These internships are also available to students in other academic programs who qualify. Visit uclaextension.edu/baminternships.

Certificate students are eligible for discounted course fee.

accounting

Page 20.

Finance

Page 30.

Personal Financial Planning

Page 45.

To request an application for the above subject areas,

contact Yvette de la Cruz at

ydelacru@uclaextension.edu.

Human Resources Management

Page 35.

international trade and Commerce

Page 37.

Marketing and advertising

Page 41.

Public Relations

Page 46.

Real estate

Page 49.

To request an application for the above subject areas, contact

Eric Hubert at (310) 825-1238

or ehubert@uclaextension.edu.

EE Green Marketing Strategies m

X 480.5

What’s red hot in marketing today? Being “green.” As business becomes more aware of the need to be sustainable and green becomes vogue, marketers need to help companies with this effort. Today’s marketing professional needs to do more than sell products, they need to be part of the cultural shift and move toward more sustainable practice. But there are pitfalls. Learn how to avoid being labeled a “green washer.” Learn what it is to be green and how to integrate sustainable strategies into marketing practice that will improve the bottom line. This course analyzes the current market situation and its opportunities, providing practical solu- tions, case studies, and examples that demonstrate how innovation is the key to sustainability and to con- sumers’ hearts. For technical requirements see page 4. Elective course in Global Sustainability Certificate. Enrollment limited; early enrollment advised. &

Reg# W9179B Through Dec 19: $555 / After: $605 Jan 19-Mar 29 Alexandre P. Nascimento, MBA, PMP

Integrating a Green Business Strategy m

X 483.5

Study key trends in the emerging field of sustainable business strategy. Environmental issues are playing a larger role in various areas of business strategy, including operations, balance sheet management, legal compli- ance, and marketing. Instruction discusses the relevance of this developing area and reviews theories on the design and implementation of business strategies that incorporate the principles of sustainability. The format of the course includes interactive discussions among par- ticipants on reading material and case studies. Students also complete a green business strategy project in their field of interest. For technical requirements see page 4. Elective course in Global Sustainability Certificate.

Reg# W9180B Through Dec 17: $555 / After: $605 Jan 17-Mar 27 Steve Rubens, JD, MBA

Management 4 units

Management 4 units

Communication Skills

For more information call (310) 825-4192 or email zwalton@uclaextension.edu.

General/Interpersonal/ Small Group

Making Your Message Clear

802.3 Management 0.6 CEU

Whether you are speaking to an audience of 1 or 100, identifying your message and staying focused on it is very important to clear and effective communication. In this one-day public speaking workshop, learn skills to avoid the pitfalls of self-conscious thinking, use defen- sive listening, and keep from veering-off course unnec- essarily, all in a safe environment. You learn techniques that can help you get to the point, organize your thoughts, and present your products and ideas in a way that persuades and connects you with your listener. All exercises are based on everyday conversational and job-related topics. You leave this interactive workshop with a set of skills for speaking clearly and effectively, on and off the job.

Reg# W9184B Through Jan 25: $155 / After: $165 Westwood: 202 Extension Lindbrook Center

✷

Sat 9am-4pm, Feb 25, 1 mtg

Pamela Kelly, MA, PK Communications Skills Training and Coaching

28

Business, Management & Legal

Enroll at uclaextension.edu or call (310) 825-9971

Starting or Growing Your Business

Key Courses for Today’s World

Have you been thinking about starting a new business or expanding an existing one? Learn the key concepts to product ideation, business plan writing, strategy, and entrepreneurial marketing from the following courses:

entrepreneurship and new Venture Formation

Page 29.

Developing a Business Plan

Page 29.

Creating a successful Business

Page 29.

Developing a new Business

Page 29.

new Business Development and Pitching the Perfect Presentation

Page 42.

starting Your Own Restaurant

Page 50.

Page 29. new Business Development and Pitching the Perfect Presentation Page 42. starting Your Own Restaurant

Working through the Fear of Public Speaking

825 Speech 2.7 CEU

Professionals who must make presentations as part of their work often are unprepared to deal with the fear they experience in speaking before an audience. This course provides each participant with a solid foundation in public speaking that is specific to each individual’s personality and style. Topics include methods for prepar- ing and delivering a presentation, connecting with an audience, the dynamics of voice and pacing, and the use of gestures and props. Individual presentations take place in a supportive environment with acknowledgment, evaluation, and direction from the instructor. &

Reg# W9001B Through Dec 11: $465 / After: $510 UCLA: 3134 Rolfe Hall Wed 6:30-9:30pm, Jan 11-Mar 14, 10 mtgs Pamela Kelly, MA, PK Communications Skills Training and Coaching

How to Talk to Anybody

830 Communication 1.5 CEU

This six-week course offers techniques for communi- cating effectively with confidence and ease in your social, family, and business relationships. Instruction focuses on sound interpersonal communication prin- ciples that enable you to talk tactfully, intelligently, spontaneously in a variety of situations and to a broad range of people. Topics covered include, dealing with social anxiety, being more dynamic in meetings, social groups and in daily interactions with others. This highly interactive course equips you to engage effectively and comfortably with almost anyone.

Reg# W9000B Through Dec 17: $255 / After: $275 Westwood: 214 Extension Lindbrook Center Tue 6:30-9pm, Jan 17-Feb 21, 6 mtgs Debra Magit, actor and performance coach

Public Speaking for the Private Person

831.10 Management 0.6 CEU

This unique seminar, designed for professionals and others who must engage in public speaking by default, redirects the art of public speaking from the podiums of the world into offices and neighborhoods of daily life. If you are too shy to initiate conversation or are para- lyzed by fear when asked to speak, this course will help you break through the barriers. It is also for those who want to learn how to create powerful correspondence, be successful at networking, and improve overall comfort in public speaking situations. Class participa- tion is expected. Advance enrollment required; no enrollment at the door.

Reg# W9185B Through Feb 3: $155 / After: $165 Westwood: 202 Extension Lindbrook Center

✷

Sat 9am-4pm, Mar 3, 1 mtg

DeBorah Pryor, BA, President, The Art of Communication

Managing Conflict and Disagreement

893 Management 1.2 CEU

Managing conflict is a critical part of every manager’s and supervisor’s job. This highly interactive seminar provides you with practice in the basics of using key techniques to resolve conflict in today’s organizations. You assess your own conflict management styles and practice effective communication and listening tech- niques, trust building, and constructive framing of issues to assist in resolution. Conflict strategy choices include claiming maximum value for self or creating value for all parties. Negotiation techniques include identifying issues and interests, compromise, trading off interests, and packaging proposals. You also explore the impact of different values and expectations in producing conflict, including the common conflicts of independence vs. group cohesion and rules/structure vs. flexibility. The instructor demonstrates tools and techniques and assists in group exercises and role playing.

kkk

Reg# W9194B

Through Feb 15: $315 / After: $345 Westwood: 211 UCLA Extension Bldg.

✷

Thu & Fri 9am-4pm, Mar 15 & 16, 2 mtgs

Joseph P. Reynolds, BA, MDiv/STM, Director, JPR

Communication

The Dynamics of Interpersonal Communication

X 482.7

In today’s fast-paced, highly competitive business world, it is more important than ever to recognize and study the significant role communication plays in our business lives. How well we communicate greatly determines how successful we will perform on the job

and our level of personal job satisfaction. This course

is designed for individuals at all levels in all types of

businesses who desire to polish and/or develop addi- tional communication skills in formal and informal settings. Through interactive discussions, activities, and role playing, participants explore conflict resolution, giving/receiving criticism, defensive communication, assertiveness, focused listening, nonverbal communica- tion, self-esteem, team building and delegating work, empowerment, small-group dynamics, management and sales strategies, customer service, problem-solving and negotiation, intercultural communication, interview- ing, and power and authority.

Reg# W8998B Through Dec 10: $425 / After: $465 UCLA: 154 Dodd Hall Tue 7-10pm, Jan 10-Mar 20, 11 mtgs

Joseph P. Reynolds, BA, MDiv/STM, Director, JPR

Communication

Communication 4 units

Writing

Business Communications

X 109

Communication, whatever method used, needs to inform. In the business environment writing clear, concise, comprehensible copy is critical to success. In this course, learn techniques for clarifying purpose, understanding readers, and organizing ideas. Through in-class writing exercises, you practice proven strate-

gies for overcoming writer’s block and creating concise, appropriate, and grammatically correct work. Practice exercises include editing and writing letters, memos, reports, email messages, summaries, resumes, and cover letters. Vocabulary development, using correct grammar and punctuation, techniques for reducing writing time, and proofreading also are addressed. Enrollment limited to 25 students. Internet access

required to retrieve course materials.

Reg# W8993B Through Dec 12: $425 / After: $465 UCLA: 3126 Rolfe Hall Thu 6-9pm, Jan 12-Mar 29, 12 mtgs Julianne Fowler, MA, management consultant; author

Management 4 units

c

&

Online Courses

For technical requirements see page 4.

Technical Writing m

X 439.1A1

This tutorial is designed for beginning technical writers, those interested in a technical writing career, and technical specialists who write documents as part of their job. Instruction covers the stages of document preparation from concept to print: audience analysis, document planning, gathering information, formatting documents, drafting and revising, and managing the review cycles. Students learn how to evaluate docu- ments for usability and tailor a document’s style, format, and content to a technical and nontechnical audience. Students analyze documents, complete a series of writing assignments, and plan/draft one short technical document. For technical requirements see page 4. Enrollment limited. &

Reg# W9177B Through Dec 18: $555 / After: $605 Jan 18-Mar 14 Judy Shane, MA, communications consultant, Judy Shane Communications

Management 4 units

Intensive Grammar and Punctuation Review m

X 401.6

This tutorial is intended for anyone who writes, edits, prepares final copy, or is interested in the structure and use of the English language. The basic rules that apply to virtually every piece of writing are presented, as well as the fine points that occur infrequently but cause trouble when they do. Topics include a thorough review of the parts of speech, basic grammar con- cepts, word usage, and spelling. Basic punctuation also is covered. For technical requirements see page 4. Enrollment limited. &

Reg# W9172B Through Dec 31: $555 / After: $605 Jan 31-Mar 27 Zal Phiroz, MBA, Manager, Procter & Gamble

Business Writing m

X 418I

This online course introduces basic writing strategies for busy professionals who write critical reports, memos, and letters. Instruction develops skill in elimi- nating writer’s block, getting to the point, and reducing the need for rewrites. A variety of sample writings are used to illustrate effective strategies. Part of the course is devoted to writing and editing student-generated papers (letters, memos, reports). The instructor encour- ages sharing relevant experience. For technical require- ments see page 4. Enrollment limited. &

Reg# W9176B Through Dec 17: $555 / After: $605 Jan 17-Mar 13 Judy Shane, MA, communications consultant, Judy Shane Communications

English 4 units

English 4 units

Entrepreneurship

For more information call (310) 825-2012 or email efisher@uclaextension.edu.

Certificates:

General Business Studies with Concentration in Entrepreneurship Business Administration with Concentration in Entrepreneurship

For more information call (310) 206-1654 or visit uclaextension.edu/bamcert.

EE Fundamentals of Business Administration and Management

X 410.53

A majority of businesses fail within the first 2 years, and

a significant percentage of the initial survivors don’t last much longer. There are many reasons for this, including inexperienced management, lack of sufficient capital, failure to do proper marketing, and a lack of financial competency. The bottom line is that most managers don’t know how to properly systematize, structure, and manage their businesses. They don’t know because they’re not aware of where or how to find this informa- tion. This course is designed to teach students how to structure properly, systematize, and manage a business of any size or type, service or product, and in any industry. In addition to covering business concepts and fundamentals, the course stresses application to real- world situations and problems. Actual examples from a variety of current sources, such as newspapers and magazines, are analyzed and discussed. Required course in the Business Administration Certificate. Enrollment limited. &

Reg# W8805B Through Dec 9: $425 / After: $465 UCLA: 162 Royce Hall Mon 6:30-9:30pm, Jan 9-Mar 26, 11 mtgs (no mtg 1/16 & 2/20; 1 mtg to be arranged) Enrollment deadline: Jan 30 Ira S. Kalb, MBA, President, Kalb & Associates

Management 4 units

Enroll at uclaextension.edu or call (310) 825-9971

Business, Management & Legal

29

EE Accounting for Non-Accountants

X 429

For more information see page 21.

Reg# W9315B Through Dec 10: $425 / After: $465 UCLA: 1264 School of Public Affairs Bldg. Tue 6:30-9:30pm, Jan 10-Mar 27, 12 mtgs J. Darrell Lindgren, BS, CPA (inactive)

Management 4 units

&

EE Retail Development

X 432

Designed for retailers and manufacturers, this course examines current strategic retail processes and pro- vides tools to create, maintain, and grow a winning business strategy. Classes are broken into modules that focus on strategy assessment, developing required retail core competencies, concept development and positioning, business programming and design, and retail implementation. Each section is taught by industry professionals and provides practical applications in retail development processes.

Reg# W9589B Through Dec 12: $425 / After: $465 Downtown Los Angeles: 261 S. Figueroa St., Figueroa Courtyard, Suite 100W, Classroom 107A Thu 6:30-9:30pm, Jan 12-Mar 22, 11 mtgs Enrollment deadline: Jan 26 Donna Lombardo, National Sales Manager, Major Accounts, Connected Showroom

Management 4 units

EE Entrepreneurship and New Venture Formation

X 497.52

33 hours of MCLE credit available. This course surveys the factors essential for turning a “great idea” into a successful business and explores various benefits/costs of sole proprietorships, partner- ships, corporations, and franchises. Topics include market surveys, site analysis, permits and licenses, patents and protection of ideas, risk management, legal requirements and regulations, capital requirements and financing sources, determining the costs and prices of goods and services, advertising and marketing, record keeping, and lines of credit and cash flow requirements. Participants’ ideas and business strategies are evalu- ated in a supportive classroom environment. &

Reg# W8811B Through Dec 12: $425 / After: $465 UCLA: 190 Royce Hall Thu 6:30-9:30pm, Jan 12-Mar 22, 11 mtgs Enrollment deadline: Jan 26 Wilton Paul Risenhoover, MBA, CEO, RobotDough Software Corp.

Management 4 units

EE Developing a Business Plan

X 497.54

(New Accelerated Daytime format.) Those interested in a new or growing business must possess a comprehensive business plan to evaluate the viability of a venture and compete effectively in the marketplace in order to attract sources of financing. It also is a requirement for companies that want to be considered for joint ventures with larger corporations or those that are transitioning from entrepreneurial to professional management. This course focuses on all facets of business plan development, including assess- ing the competitive environment, developing venture concept and growth strategies, creating marketing approaches, building a cohesive management team, launching operations, and developing financial projec- tions. Students create a business plan that addresses their individual organizational needs. Elective in the Business Fundamentals Certificate. Required course in the Business Administration Certificate. &

Reg# W8812B

Management 4 units

Through Dec 11: $855 / After: $935 Westwood: 415 1010 Westwood Center

✷

Mon & Wed 1-4pm, Jan 11-Feb 22, 11 mtgs

(no mtg 1/16 & 2/20) Enrollment deadline: Jan 23 Frank R. Blair, MBA, Principal, Blair Consulting Group

EE Creating a Successful Business

X 497.80 Management 4 units The key to reducing the risks and increasing the chances of success in business is to develop a busi- ness model that delivers unique value. To accomplish this you must be able to objectively analyze the com- petitive landscape, and innovate and articulate your unique value so you can implement a strategy and anticipate the financial rewards. This course examines the essential elements of success. Designed for busi- ness owners, key executives, managers and those developing a business, the course teaches participants how to define a business model and strategy that equips their company to thrive, even in intensely com- petitive industries. Instruction explores methodologies, key tools, and techniques from business such bestsell- ers as Blue Ocean Strategy and Good to Great. Partici- pants learn the importance of value and execution. Topics include competitive analysis, creating and defining a unique selling advantage, identifying the customer, and honing a strategy. Real-world situations are used for examples of application. Participants leave with the tools to develop a business model and strategy that creates value and allows them to work on their business instead of for their business. & Reg# W8813B Through Dec 11: $425 / After: $465 UCLA: 3178 Bunche Hall Wed 6:30-9:30pm, Jan 11-Mar 21, 11 mtgs Enrollment deadline: Jan 25 C. Scott Hindell, Principal, Hindell Consulting

Seminars

Best Practices in Negotiation

897.90 Management 1.2 CEU

Everyone negotiates, but some are better at this vital skill than others by virtue of training and experience. Those who excel are more likely to set and reach ambi- tious goals, apply for and get better jobs, gain higher compensation, earn larger raises, and receive more recognition, while benefiting their companies by inter- acting more effectively with customers, vendors, management, and colleagues. Participants learn the best techniques for striking better bargains, making lasting agreements, and sustaining positive relation- ships, as well as learning to recognize and counter the tactics of their counterparts while pursuing their agen- das and requirements more effectively and smoothly. Equally important, students learn to become more savvy consumers in critical negotiating scenarios, including buying, selling, and financing cars and housing, as well as other “big ticket” situations. &

Reg# W8814B

Through Jan 4: $285 / After: $309 Westwood: 209 Extension Lindbrook Center

✷

Sat 9am-4pm, Feb 4 & 11, 2 mtgs

Enrollment deadline: Feb 4 Gary S. Goodman, PhD, JD, MBA, President, Custom- ersatisfaction.com and The Goodman Organization, Inc.; author, Six-Figure Consulting

Introduction to QuickBooks

828.44A Management 1.4 CEU Enrollment limited to 25 students. Advance enrollment is highly recommended. Single admission at the door, space permitting; payment by credit card only. For more information see page 21. Reg# W9377B Through Jan 4: $245 / After: $269 Westwood: 206 Extension Lindbrook Center

✷

Sat 8:30am-4:30pm, Feb 4 & 11, 2 mtgs

Crystalynn Shelton, BA, Business Advisor, Small Busi- ness Development Center, Santa Clarita, CA; Certified QuickBooks Pro advisor

Are You Completing Your Certificate?

To take part in Extension’s 2012

Graduation Ceremony in June,

you must be officially enrolled in your desired certificate by February 15, 2012 and have com- pleted your program between Fall 2011 and Summer 2012.

If you meet the above criteria

call (310) 206-1654 or email

bamcertificate@uclaextension.edu to save your spot at graduation.

Online Courses

For technical requirements see page 4.

EE Fundamentals of Business Administration and Management m

X 410.53

Elective course in the Business Fundamentals Certifi- cate. Required course in the Business Administration Certificate. Enrollment limited; early enrollment advised. For more information see page 28. &

Reg# W8789B Through Dec 18: $555 / After: $605 Jan 18-Mar 28

James A. Tischler, MBA, CEO, SomeBeach SunWare,

LLC

Management 4 units

EE Developing a New Business m

X 497.59

Designed for individuals or partners who are starting or have started a new business, students in this course learn the realities of starting and managing a new business, from idea to operation. The course employs simulation techniques and a disciplined process for developing a business that includes planning, research, testing of viability, problem solving, decision making,

and operation. Working individually and in teams, stu- dents gain an understanding and appreciation for cooperation, common goal setting, negotiating, and the execution required of any business organization. Par- ticipants leave with a working template and guidelines for developing a new business. Topics include how to identify and qualify a market opportunity, organizing a business model, guidelines for a business plan, legal aspects (including protecting the idea), selecting the best funding option, venture capital etiquette, and other useful tools and resources for creating and operating a successful business. For technical requirements see page 4. &

Reg# W8790B Through Dec 17: $555 / After: $605 Jan 17-Mar 27 Enrollment deadline: Jan 21 Frank R. Blair, MBA, Principal, Blair Consulting Group C. Scott Hindell, Principal, Hindell Consulting

Introduction to QuickBooks m

828.44A Management 1.8 CEU Required text: QuickBooks Learning Guide 2010 by Craig, order at journeyed.com, part# 411036. For more information see page 21. & Reg# W9639B Through Jan 22: $289 / After: $315 Feb 22-Mar 28 Crystalynn Shelton, BA, Business Advisor, Small Busi- ness Development Center, Santa Clarita, CA; Certified QuickBooks Pro advisor

Management 4 units

Finance and Investments

Finance

For more information call (310) 206-1689 or email pwilliams@uclaextension.edu.

Those students planning to pursue a career as

a financial professional are advised to enroll

in the Finance Certificate.

EE Basic Managerial Finance

X 130A

34 hours of MCLE credit available. This course covers the methods and sources of financ- ing business firms—large and small, corporate and noncorporate. Topics include financial planning proce- dures, common financial arrangements and practices, and guidelines for formulating decisions on financial

problems and establishing policy. The social, legal, and economic effects of various financial alternatives also are examined. Prerequisite: X 1A and X 1B Principles

of Accounting or consent of instructor. Required course

in the Finance, Business Fundamentals, and Business Administration Certificates. Business-related elective in the Accounting Certificate. &

Reg# W9259B Through Dec 10: $425 / After: $465 UCLA: 2242 School of Public Affairs Bldg. Tue 6:30-9:30pm, Jan 10-Mar 27, 12 mtgs Instructor to be announced

Management 4 units

c

EE Advanced Managerial Finance

X 130B

This course presents theories and their applications to demonstrate the advanced implementation of corporate finance. Students analyze stock and bond valuations, capital budgeting and working capital management, leasing, option pricing, risk/return, cost of capital, financial forecasting, capital structures, dividend policy, and investment banking. The implica- tions of market responses to major financial strate- gies also are examined. For technical requirements see page 4. Prerequisite: X 130A Basic Managerial Finance or consent of instructor. Elective course in the Finance Certificate. &

Reg# W9260B Through Dec 12: $425 / After: $465 UCLA: 2232 School of Public Affairs Bldg. Thu 6:30-9:30pm, Jan 12-Mar 29, 12 mtgs Instructor to be announced

Management 4 units

c

Technical

Management

Certificates

+ government Contract

Management

+ government Cost estimating and Pricing

information technology Management

+ Project Management

+ supply Chain Management

Page 126.

+ May be taken online.

30

Business, Management & Legal

Enroll at uclaextension.edu or call (310) 825-9971

Finance Certificate

The 9-course Finance Certificate is designed to meet the market demand for qualified financial professionals. The program is suited specifically for individuals who want to expand their cur- rent career prospects or transition into a finance-related position, as well as for recent college graduates who need specific course work for pre-MBA requirements. The certificate also provides relevant course work for students considering CFA certification and other industry licenses.

Students may enroll in the certificate with or without a concen- tration, providing flexibility to tailor the program to match their individual goals and career aspirations. In addition to 5 foundation courses and 4 electives, students must also complete the Business Ethics seminar.

students must also complete the Business Ethics seminar. Group A Core: 5 Required Courses X 130a

Group A Core:

5 Required Courses

X

130a Basic Managerial Finance

X

433.01 introduction to investments

X

432.3 analysis of

Financial statements

X

430.135 Money and Banking

X

430.134 Financial Risk

Management

Ethics Requirement

891.02 Business ethics

May be taken at any time during the program

Group B Electives Total of 4 Courses Required Students may choose one of the following concentrations:

Corporate Finance

Investment Management and Analysis

Real Estate Finance For Group B electives visit uclaextension.edu/finance.

Candidacy Fee An application for candidacy and a nonrefundable fee of $150 must be submitted by the completion of the

second course to officially enroll in

this program. For an application, visit uclaextension.edu/bamcert or

call (310) 206-1654.

More Information

Visit uclaextension.edu/finance

or call (310) 206-1654.

CFA Designation The Chartered Financial Analyst (CFA) designation is recognized worldwide, giving employers and investors a globally relevant standard for measuring the competence and integrity of investment profession- als. UCLA Extension’s Certificate in Finance provides relevant course- work for those preparing for the Levels I, II, and III CFA exam- inations. For more information about the CFA designation visit cfainstitute.org.

EE Business Acquisitions:

Finance and Strategy

X 430.131

This course is for individual investors looking to acquire

a small to mid-sized business, or corporate executives

and professionals looking to expand their company’s prospects via acquisitions. The course begins with the economics of investing in private equity, including liquidity of ownership shares, personal wealth concen- tration issues, passive versus active ownership, and expected returns. The acquisition process is covered extensively and includes sourcing acquisition leads and opportunities; evaluating industry strengths, risks, and regulations; and appraising a business in terms of financial potential. Due diligence topics include review of CPA financial statements, internal financial state- ments, tax returns; inventory count; and evaluating a seller’s motivation for selling and other useful due dili- gence tools. An overview of valuation models include adjusting “advertised cash flow” to normalized cash

flow; historical price multiples by industry, size, or rate of growth; build versus buy analysis; and simple dis- counted cash flow models. Structuring topics include term sheets, stock versus asset sale, forming an acquisition LLC or corporation, structuring seller’s consulting pay and earn-out, and creative offers and the final sale agreement. Financing options also are covered, including working with individual partners, banks, mezzanine lenders, venture capitalists, and private equity groups. Students leave the course with an understanding of how to put together a deal, how to minimize overpaying, and how to increase their chances

of success in a business acquisition. Elective course in

Finance Certificate. & Reg# W9296B Through Dec 11: $425 / After: $465 UCLA: 1234 School of Public Affairs Bldg. Wed 6:30-9:30pm, Jan 11-Mar 28, 12 mtgs Alec Salemon, BS,Principal,BWS Capital Partners

Management 4 units

EE Financial Risk Management

X 430.134

The trio of crises—housing, credit and financial—have exposed weaknesses in financial firms’ so-called finan- cial risk-management practices. This course deals with the ways in which risks are quantified and managed by financial institutions. Among the topics covered are

market risk, credit risk, operational risk, the regulation

of banks, and the credit derivatives market. The course

also focuses on the ways banks and other financial institutions measure market risk and control credit and

operational risk. Additional topics include the new Basel

II regulatory requirements for banks, the VaR Measure

for measuring market risk, hedging techniques used by traders, mathematics of interest rates, economic capital, risk adjusted return on capital (RAROC), and a review of the big losses that have occurred in the financial mar- kets and how they can be avoided. Students are pre- sented with current up-to-date information related to financial risk management with practical, real-world applications. Prerequisite: X 130A Basic Managerial Finance and X 433.01 Introduction to Investments. Required course in Finance Certificate. &

Reg# W9263B Through Dec 10: $425 / After: $465 UCLA: 178 Dodd Hall Tue 6:30-9:30pm, Jan 10-Mar 27, 12 mtgs

Charles E. P. Wood, MBA, President, C. E. Peterson

& Company

Management 4 units

EE Internship in Finance

X 430.136

The internship provides practical experience in a variety

of finance-related job functions in either the private or

public sector or within a general business environment, and is an opportunity to apply the material previously studied in your finance courses. Students intern with sponsoring companies for a minimum of 75 hours. Enrollment limited. International students must contact the International Student Office at (310) 825-9351 to confirm eligibility. Visitors not permitted. Restricted course; web enrollments automatically generate a “Permission to Enroll” request, after which our advisor will contact you. Students enrolled in the Finance Certificate qualify for a discounted fee. Mention this to the adviser when contacted. For more information see page 27.

Management 5 units

kkk

Reg# W9268B

Fee: $635

Charles E. P. Wood, MBA, President, C. E. Peterson &

Company

EE Behavioral Finance

X 430.137

This course is based on the fundamental principle that the first step to successfully investing your money is not to lose it. Covering the theory and practice of behavioral finance, including a history of financial bubbles, scams, and a study of the heuristics (“rules of thumb”) and biases that drive human behavior, other topics in this course include prospect theory, common investment mistakes, the role of randomness in finance, retirement planning, and practical applications of behavioral finance. Also presented are basic principles of traditional portfolio theory, and behavioral finance research that suggests there are persistent market traits that can generate excess returns. Elective course in Finance Certificate. &

Reg# W9297B Through Dec 11: $425 / After: $465 UCLA: 161 Dodd Hall Wed 6:30-9:30pm, Jan 11-Mar 28, 12 mtgs John Alexander, BA, MBA

Management 4 units

EE Analysis of Financial Statements

X 432.3

This course is intended for financial and credit analysts, CPA or CFA candidates, investors, business managers, and individuals who are involved in equipment or real estate financing or leasing, or trade credit analysis. The course focuses on the mechanics of financial statement analysis including balance sheet and income statement analysis, ratio analysis, cash flow analysis, common size analysis, and trend analysis. Students are expected to analyze and evaluate free cash flow generation, profit- ability, operating efficiency, and the impact of leverage on business risk and return on equity. Prerequisite: X 1A and X 1B Principles of Accounting, or consent of instruc- tor. Required course in the Finance Certificate. Business- related Elective in the Accounting Certificate. &

Reg# W9282B Through Dec 9: $425 / After: $465 UCLA: 1222 School of Public Affairs Bldg. Mon 6:30-9:30pm, Jan 9-Mar 26, 12 mtgs (no mtg 1/16 & 2/20; 2 mtgs to be arranged) Derek D’Sa, MBA

Management 4 units

EE International Finance

X 460.923

This course provides an introduction to the environment and tools of international financial management. Topics include foreign exchange exposure; the financial, tax, economic, political, and legal issues that an interna- tional financial manager confronts; and financial alter- natives and tradeoffs in developing and implementing financial strategies in the context of foreign environ- ment risks. Case studies examine the use of analytical methods for decision making. Prerequisite: X 460.902 Introduction to International Business and X 130A Basics of Managerial Finance. Elective course in Finance Certificate. &

Reg# W9287B Through Dec 12: $425 / After: $465 UCLA: 175 Dodd Hall Thu 6:30-9:30pm, Jan 12-Mar 29, 12 mtgs David E. French, MBA, President, David French & Associates, LLC, A Business Strategy Consultancy

Management 4 units

c

m

E

UC credit; see page 149

Online course

Not available passed/not passed

& Text required; see page 148

M Course held during daytime hours

Enroll at uclaextension.edu or call (310) 825-9971

Business, Management & Legal

31

Seminars

Financial Modeling and Applications:

Tips and Techniques Using Excel

831.81 Management 0.7 CEU

(Includes course materials.) This 1-day seminar, structured in a classroom lecture format, features primary and intermediate coverage of Microsoft Excel for users wanting to increase productiv- ity and learn valuable new financial modeling tips and techniques. The course is primarily designed to train finance and accounting professionals on the best fea- tures, commands, and functions of Excel with the pri- mary objective of demonstrating faster, more efficient methods of accomplishing tasks. Participants are exposed to financial modeling techniques using real- world examples. Templates and examples used in the course also are distributed to participants. Topics include formatting, linkages, mega-formulas, input controls, error checking, basic macros, and much more. Enrollment limited. Advance enrollment is highly recom- mended. Single admission at the door, space permit- ting; payment by credit card only.

Reg# W8891B Through Feb 10: $175 / After: $193 Westwood: 202 Extension Lindbrook Center ✷ ✷ Sat 8:30am-4:30pm, Mar 10, 1 mtg Eric W. Augusta, MBA, Senior Financial Executive, Vice President, Financial Planning and Analysis, E. W. Augusta & Associates

Introduction to QuickBooks

828.44A Management 1.4 CEU Enrollment limited to 25 students. Advance enrollment is highly recommended. Single admission at the door, space permitting; payment by credit card only. For more information see page 21. Reg# W9377B Through Jan 4: $245 / After: $269 Westwood: 206 Extension Lindbrook Center ✷ ✷ Sat 8:30am-4:30pm, Feb 4 & 11, 2 mtgs Crystalynn Shelton, BA, Business Advisor, Small Busi- ness Development Center, Santa Clarita, CA; Certified QuickBooks Pro advisor

Business Ethics

891.02 Management 0.6 CEU

(Includes course materials and lunch.) All business and management certificate students must successfully complete this seminar to receive their certificate. Enrollment limited; no enrollment at the door. Students must arrive no later than 9am. For more information see page 26.

Reg# W9207B Through Jan 18: $175 / After: $189 Westwood: 217 Extension Lindbrook Center ✷ ✷ Sat 9am-4pm, Feb 18, 1 mtg Matthew Kohler, MBA, Owner/President, Baja Tan, LLC

1 mtg Matthew Kohler , MBA, Owner/President, Baja Tan, LLC Online Courses For technical requirements see
1 mtg Matthew Kohler , MBA, Owner/President, Baja Tan, LLC Online Courses For technical requirements see
1 mtg Matthew Kohler , MBA, Owner/President, Baja Tan, LLC Online Courses For technical requirements see

Online Courses

For technical requirements see page 4.

EE Basic Managerial Finance m

X 130A Management 4 units c 34 hours of MCLE credit available. Prerequisite: X 1A and X 1B Principles of Accounting or consent of instructor. Required course in the Finance, Business Fundamentals, and Business Administration Certificates. Business-related elective in the Accounting Certificate Enrollment limited. For more information see page 29. & Reg# W8897B Through Dec 11: $555 / After: $605 Jan 11-Mar 28 Ralph J. Zwetow, MBA, Principal, Credit Training Resources

EE Business Valuation m

X 430.132

This course explores the basics of business valuation, including how businesses are valued, how to evaluate the credentials of self-styled valuation “experts,” and the quality of the reports they produce. Students learn the 3 methods of valuation, their strengths and weak- nesses, and when to apply each. Topics include the different standards for business appraisers, the differ- ent types of discounts and premiums that can be applied to value a business, different standards of value and sources of law for business valuation, burden of proof in valuation controversies, penalties and sanctions for inadequate valuation reports, and the choice of entity and its effect on valuation. Additional topics include comparative financial statement analysis, eco- nomic and industry analysis, site visits and interviews, and questions to ask a business valuation expert. Participants also engage in interactive exercises to learn how to procure valuation reports for IRS or FTB audit purposes. Elective course in Finance Certificate. Enrollment limited. &

Reg# W8899B Through Dec 11: $555 / After: $605 Jan 11-Mar 21 Stephen E. Rossi, BA, MBA, Managing Partner, Coun- terpoint Capital Partners

Management 4 units

EE Money and Banking m

X 430.135

This course explores how banks and other financial institutions operate in a globalized world. Instruction includes an overview of monetary policy and how the central bank regulates and supervises the banking system, as well as the tools it employs as it manages the cost and availability of money in the economy. With commercial banks and investment banks now virtually the same, the course also covers other important facets of banking: corporate finance, underwriting, lending, foreign exchange, asset management, trust services, credit cards, cash management, trading of bonds and foreign exchange, and various services and products. For technical requirements see page 4. Required course in Finance Certificate. Enrollment limited. &

Reg# W8900B Through Dec 18: $555 / After: $605 Jan 18-Mar 28 Ashraf Z. Almurdaah, MA, Vice President, U.S. Bank

Management 4 units

EE Fundamentals of Corporate Budgeting m

X 430.15

34 hours of MCLE credit available. Budgeting is a critical step in planning and controlling the day-to-day operations of any business. The budget- ing process can also be a time-consuming, multi-lay- ered, and complex process. To streamline this process and ensure more timely and accurate budgets, compa- nies place great value on a formalized process that produces detailed, yet flexible budgets that are fully aligned with the strategic goals of the organization. This course introduces students to the fundamental ele- ments of budgeting practiced by businesses for plan- ning and control. Topics include overview of budgeting and the budget process; various budget types; prepar- ing, monitoring and controlling budgets; cost/profit volume analysis; and capital budgeting vs.operational budgeting. Instruction also includes exercises in bud- geting using real-world applications. For technical requirements see page 4. Elective course in Finance Certificate. Enrollment limited. &

Reg# W8901B Through Dec 11: $555 / After: $605 Jan 11-Mar 21

Daniel S. Feiman, MBA, CMC, Managing Director, Build

It Backwards

Management 4 units

Self‑Study Online Programs and Courses

In Finance and Investments

Expand your finance and investments knowledge in an intuitive, easy-to-navigate format, where students may complete the curriculum at their own pace.

Offered in collaboration with Global Windows Partners, these self- contained modules are designed for business professionals, entrepreneurs, and others looking to refresh or acquire relevant skills and knowledge in corporate finance and equity analysis, as well as enhance their work or career objectives.

Visit uclaextension.edu/finance_selfstudy to view a complete listing of the online self-study courses. For frequently ask questions about these self-study modules visit unex.gwpartners.com.

Also consider the following 2 self-study sequential programs that can be completed within 1-2 years.

Online Series in Investment Banking

Learn more at uclaextension.edu/finance_osib.

Online Series in Mergers & Acquisitions

Learn more at uclaextension.edu/finance_osma.

Windows PC and high-speed Internet connection are required to access the online self-study courses.

For more information call (310) 825-4938.

EE Analysis of Financial Statements m

X 432.3

Prerequisite: X 1A and X 1B Principles of Accounting, or consent of instructor. Required course in Finance Certificate. Enrollment limited. For more information see page 30. &

Reg# W8902B Through Dec 11: $555 / After: $605 Jan 11-Mar 21

Ralph J. Zwetow, MBA, Principal, Credit Training

Resources

Management 4 units

EE Math for Finance m

X 410.21

Prerequisite: X 1A and X 1B Principles of Accounting Enrollment limited. For more information see

page 26.

Reg# W8810B Through Dec 18: $555 / After: $605 Jan 18-Mar 28

Nicholas H. Nucho, MBA, Senior Partner, DNM

Associates

Management 4 units

&

Business Ethics m

891.02 Management 1.8 CEU

Enrollment limited to 25 students. Students in certain Business and Management Certificates are required to successfully complete this seminar to receive their certificate. For more information see page 26.

Reg# W9261B Through Dec 9: $175 / After: $189 Jan 9-30 Chris N. Economo, MBA Reg# W9262B Through Feb 14: $175 / After: $189 Mar 14-28 Chris N. Economo, MBA

Investments

For more information call (310) 206-1689 or email pwilliams@uclaextension.edu.

Those students planning to pursue a career as an investment professional are advised to enroll in the Finance Certificate.

EE Introduction to Investments

X 433.01 Management 4 units 34 hours of MCLE credit available. Accepted by the Certified Financial Planner Board of Standards, Inc. for 30 hours of continuing education. This course offers an introduction to investments including investment analysis, portfolio management, and capital markets. Designed to provide the basic concepts and principles of investing, the course exam- ines investment policies, types of securities, factors that influence price changes, timing purchases/sales, pre- paring investment programs to meet objectives, invest- ment risk and return, and portfolio balancing. Instruction also includes an overview of the securities markets and its behavior, including sources of information about the various instruments traded, procedure of trades, and the relevant mechanics and techniques of the market. Required course in Finance Certificate. & Reg# W9175B Through Dec 11: $425 / After: $465 UCLA: 1222 School of Public Affairs Bldg. Wed 6:30-9:30pm, Jan 11-Mar 28, 12 mtgs Instructor to be announced

32

Business, Management & Legal

Enroll at uclaextension.edu or call (310) 825-9971

EE Security Analysis

X 433.02

34 hours of MCLE credit available.

Management 4 units

Technical Stock Market and Stock Analysis

833.625 Management 0.7 CEU

This updated, rigorous, and exciting course examines companies and industries using a fundamental and time- less classical approach first developed by Benjamin Gra- ham in 1934. Instruction focuses on the examination of equities and bonds by taking an in-depth look at the financial statements concentrated on the income state- ment, balance sheet, cash flow statement, and financial notes. The tools and techniques used are as relevant today

ratio analysis, and industry analysis. This course draws on

(Includes course materials) This one-day seminar explores the basics of stock market charting techniques, called technical analysis, including how charts are constructed and the different styles of charts. The seminar reviews the differences between monthly, weekly, daily, and intra-day charts, as well as how to compare volume of trading to price. Students are introduced to the most common technical

as they were when Graham first developed the basis for value investing. Through case study analysis of actual companies, students learn the tenets of value investing,

subsequent editions of Graham’s classic, Security Analysis, considered by many professional investors to be the best book ever written on fundamental analysis. Prerequisite:

indicators and oscillators, and explore the long-, inter- mediate-, and short-term trends of stock market analy- sis. Topics include the basics of “support and resis- tance” levels, “momentum buying,” “selling pressures,” “relative strength,” Fibonacci levels, and “regression channels” utilized in pinpointing stock entry and exit points. Also covered are risk/reward ratios, when to

to

successfully trade common stocks. Enrollment lim-

X

433.01 Introduction to Investments and X 432.3 Analysis

place a trade, where to enter dynamic stop-loss orders,

of

Financial Statements or consent of instructor. Elective

and how to access realistic price target entry and exit

course in Finance Certificate. & Reg# W9181B Through Dec 12: $425 / After: $465

points. Students leave the class knowing what informa- tion to look for and where to get the information needed

UCLA: 2238 School of Public Affairs Bldg. Thu 6:30-9:30pm, Jan 12-Mar 29, 12 mtgs Steven L. Yamshon, PhD, LhD, MBA, Managing Direc-

ited. Advance enrollment recommended. Single admis- sion at the door, space permitting. Payment by check or credit card only.

tor, Stevens First Principles Investment Advisors

Reg# W9193B

EE Investments in Personal Financial Planning

X 430.32

34 hours of MCLE credit available.

Prerequisite: X 430.31 Survey of Personal Financial Planning and X 430.391 Financial Analysis in Personal Financial Planning, or consent of instructor. Required course in Personal Financial Planning Certificate. Internet access required to retrieve course materials. For more information see page 44. &

Reg# W9187B Through Dec 10: $425 / After: $465 UCLA: 167 Dodd Hall Tue 6:30-9:30pm, Jan 10-Mar 27, 12 mtgs

Stephen T. Minihan, MBA, CFP ® , Westlake Financial

Advisors

Management 4 units