18 Business, Management & Legal Enroll at uclaextension.edu or call (310) 825-9971

Reg# W9132B Through Dec 9: $425 / After: $465 Accounting and Downtown Los Angeles: 261 S. Figueroa St., Figueroa Courtyard, Suite 100W, Business, Taxation Classroom 107A Mon 6:30-9:30pm, Jan 9-Mar 26, 12 mtgs (no mtg 1/16 & 2/20; 2 mtgs to be arranged) Accounting Leon Garman, MS, recipient, UCLA Extension Distin- Management For more information call (310) 206-1304 or email guished Instructor Award, 2010 [email protected]. Reg# W9131B Through Dec 11: $425 / After: $465 Those students who plan to become accoun- UCLA: 2270 School of Public Affairs Bldg. & Legal tants in industry or who are preparing for the Wed 6:30-9:30pm, Jan 11-Mar 28, 12 mtgs CPA examination are advised to enroll in the Charles G. Yacoobian, BA, CPA, Partner, B2B CFO Accounting Certificate. Reg# W9127B 18 Accounting and Taxation Through Feb 3: $425 / After: $465 Those students who plan to use accounting UCLA: 2250 School of Public Affairs Bldg. 25 Business Economics, Math, and Statistics information to conduct their business affairs ✷✷Sat 8:30am-4:30pm, Mar 3-31, 5 mtgs 26 Business Ethics but who do not intend to become professional (Accelerated section: Read Chapters 14-16 before the first class. 27 accountants are advised to take X 429 Account- Business Sustainability ing for Non-Accounts and X 430 Finance for the Manuel Barrios, MBA, Associate President, Platt College 27 Communication Skills Non-Financial Manager. EEIntermediate Accounting 28 Entrepreneurship EEPrinciples of Accounting Theory and Practice 29 Finance and Investments X 1A Management 4 units c X 120A Management 4 units c X 1A is the first part in the two-course Principles of This is the first part in the 3-course Intermediate 32 Fundraising and Nonprofit Leadership Accounting sequence and provides an introduction to Accounting sequence and covers the interpretation, 34 Human Resources Management and accounting theory, principles, and practice. Instruction use, processing, and presentation of accounting infor- covers the uses, communication, and processing of mation and the preparation of principal accounting Organizational Development accounting information, as well as the recording, analyz- statements. Topics include an overview of the concep- 36 International Trade and Commerce ing, and summarizing procedures used in preparing tual framework of accounting, valuation, recording, and balance sheets and income statements. Additional topics presentation of the balance sheet, income statement, 38 Leadership and Management Programs include accounting for purchases and sales, receivables and statement of cash flows. Students are introduced 39 Legal Programs and payables, cash and inventories, plant and equip- to time value of money concepts, as well as, accounting ment, depreciation and natural resources, intangible for cash, receivables, and the first part of inventories 40 Marketing and Advertising assets, and payrolls. Sole proprietorships and partner- Prerequisite: X 1A and X 1B Principles of Accounting, 43 Personal Finance ships also are examined. Recommended course for or consent of instructor. Required course in the students planning to enroll in the Accounting, Finance, Accounting Certificate. & 44 Personal Financial Planning or Taxation Certificates. Required course in the Business Reg# W9136B Fundamentals and Business Administration Certificates. Through Dec 10: $425 / After: $465 46 Public Relations Text: Accounting Principles (10th ed.) by Weygandt, Downtown Los Angeles: 261 S. Figueroa St., 48 Real Estate Kieso, and Kimmel (John Wiley & Sons, Inc.). & Figueroa Courtyard, Suite 100W, 50 Restaurant Management Reg# W9129B Classroom 101A Through Dec 10: $425 / After: $465 Tue 6:30-9:30pm, Jan 10-Mar 27, 12 mtgs 50 Wine Education and Management UCLA: 2270 School of Public Affairs Bldg. (no mtg 3/20; 1 mtg to be arranged) Tue 6:30-9:30pm, Jan 10-Mar 27, 12 mtgs Mark E. Frohnauer, CPA, MBA, owner, Frohnauer Leon Garman, MS, recipient, UCLA Extension Distin- & Associates guished Instructor Award, 2010 Reg# W9134B Reg# W9130B Through Dec 11: $425 / After: $465 Through Dec 12: $425 / After: $465 UCLA: 1434A Physics & Astronomy Bldg. Downtown Los Angeles: 261 S. Figueroa St., Wed 6:30-9:30pm, Jan 11-Mar 28, 12 mtgs Figueroa Courtyard, Suite 100W, Anthony A. Hurwitz, CPA, MBA, Associate, PAR Com- Classroom 101B mercial Brokerage, Inc. Thu 6:30-9:30pm, Jan 12-Mar 29, 12 mtgs Paul V. Anderson, MBA, Associate Professor, Azusa EEIntermediate Accounting Pacific University Theory and Practice Reg# W9122B X 120B Management 4 units c Through Dec 21: $425 / After: $465 This is the second part in the 3-course Intermediate UCLA: 2250 School of Public Affairs Bldg. Accounting sequence and begins with the second part ✷✷Sat 8:30am-4:30pm, Jan 21-Feb 18, 5 mtgs of inventory accounting, and then covers accounting (Accelerated section: Read Chapters 1-3 for long-term assets and intangibles, current and long- before the first class. term liabilities, and stockholders’ equity. Prerequisite: Are You Completing Manuel Barrios, MBA, Associate President, Platt College X 120A Intermediate Accounting Theory and Practice or consent of instructor. Required course in the Your Certificate? EEPrinciples of Accounting Accounting Certificate. & X 1B Management 4 units c Reg# W9303B To take part in Extension’s 2012 X 1B is the second course in the 2-course Principles of Through Dec 9: $425 / After: $465 Accounting sequence and covers corporations, analysis UCLA: 2250 School of Public Affairs Bldg. Graduation Ceremony in June, and interpretation of financial statements, and statements Mon 6:30-9:30pm, Jan 9-Mar 26, 12 mtgs you must be officially enrolled of cash flows, as well as examines accounting for opera- (no mtg 1/16 & 2/20; 2 mtgs to be arranged) in your desired certificate by tions of departments and manufacturing. Additional Philippe Masbanji, BS, CPA topics include cost accounting systems and variable Reg# W9304B February 15, 2012 and have com- costing, budgeting as an aid to planning and control, Through Dec 11: $425 / After: $465 pleted your program between authorization and issuance of capital stock, reporting the Downtown Los Angeles: 261 S. Figueroa St., Fall 2011 and Summer 2012. results of operations, bonds payable, income taxes, and Figueroa Courtyard, Suite 100W, business decisions. Prerequisite: X 1A Principles of Classroom 107B If you meet the above criteria Accounting. Recommended course for students planning Wed 6:30-9:30pm, Jan 11-Mar 28, 12 mtgs to enroll in the Accounting, Finance, or Taxation Certifi- Kendall L. Simmonds, MBA call (310) 206-1654 or email cates. Required course in the Business Fundamentals [email protected] to and Business Administration Certificates. Text: Account- save your spot at the graduation. ing Principles (10th edition) by Weygandt, Kieso, and Kimmel (John Wiley & Sons, Inc.). & kkk Enroll at uclaextension.edu or call (310) 825-9971 Business, Management & Legal 19 Upcoming Free Events Knowledge. Connections. Join Us! Growth. Attend these important events to learn more about Business, Certificates ­Management, and Legal Programs courses and programs. Certificates are designed to provide Paralegal Training Program (PTP) Personal Financial Planning the tools and resources for compet- Information Session Information Session ing in the current and future busi- ness environment. Our programs Sat, Dec 3 & Mar 10, 10am-12pm, Thu, Mar 29, 6-7:30pm integrate a balance of theory and Downtown Los Angeles: Westwood: 202 Extension practice as needed for a particular Figueroa Courtyard Lindbrook­ Center discipline. Certificate­ programs Contact Anne-Marie Dieters to Contact Philip Williams vary in length but gen­ ­erally can be R.S.V.P. at (310) 825-0741 or at (310) 206-1689 or completed in 9 months to 9 years, [email protected]. [email protected]. depending on the student’s progress Page 39. Page 46. and the number of courses taken each quarter. Legal Secretary Training Program Students interested in enrolling in Sat, Dec 3, 1-3pm or learning more about a certificate Downtown Los Angeles: program may set up an appointment Figueroa Courtyard Business, Management, and Legal with a student advisor. Contact Anne-Marie Dieters to offers over 350 courses, confer- For admissions and application R.S.V.P. at (310) 825-0741 or ences, and seminars annually and is information for business and [email protected]. home to 17 professional certificates designed for business professionals management certificate programs Page 40. who want to make a powerful call (310) 206-1654 or visit com­mitment to enhancing their uclaextension.edu/bamcert. careers. Through our commitment to academic excellence, professionals Custom-Designed and can acquire the skills and knowl- On-Site Programs edge they need to face a world of Courses can be custom-designed competition and continual change. to meet an organization’s specific EEIntermediate Accounting Reg# W9307B training needs and delivered directly Theory and Practice Through Dec 10: $425 / After: $465 Courses on-site, here in Los Angeles or c UCLA: 2434 Physics & Astronomy Bldg. X 120C Management 4 units Our courses are designed to meet ­anywhere in the world. This is the third part in the 3-course Intermediate Tue 6:30-9:30pm, Jan 10-Mar 27, 12 mtgs Accounting sequence and covers complex accounting Sam E. Boutari, MSc, PhD, consultant the needs of business professionals For more information call issues such as accounting for investments, revenue at all levels, including those who (310) 206-4149. recognition, pension plans, leases, accounting for EEAdvanced Accounting want to update their skills, change income taxes, accounting changes, preparation of the Theory and Practice careers, or prepare for industry cer- X 124A Management 4 units c Internships statements of cash flows, and an overview of financial tifications and exams. Courses are statement analysis. Prerequisite: X 120B Intermediate This course examines intercompany transactions, par- Internships are available to students held predominantly on the UCLA Accounting Theory and Practice or consent of instructor. tially owned subsidiaries, and parent company vs. entity who are enrolled in and have com­ Required course in the Accounting Certificate. theory valuation of minority interest in subsidiaries. Topics campus as well as at our Lindbrook & pleted a minimum of 5 courses include business combinations; purchase vs. pooling of Center and 1010 Westwood­ sites, Reg# W9306B in select certificate programs. Through Dec 10: $425 / After: $465 interests; accounting for mergers, consolidations, and in downtown Los Angeles, and at acquisition of subsidiaries; cost vs. equity method of Downtown Los Angeles: 261 S. Figueroa St., locations throughout the Southland. For more information see page 27. Figueroa Courtyard, Suite 100W, accounting for operations of subsidiaries; preparation of Classroom 101B financial statements; and home office and branch office A growing list of courses also are Tue 6:30-9:30pm, Jan 10-Mar 27, 12 mtgs relationships. Prerequisite: X 120A, B, and C Intermediate offered online. Instructors (no mtg 3/20; 1 mtg to be arranged) Accounting Theory and Practice and XL 122 Manage- UCLA Extension instructors Kendall L. Simmonds, MBA ment Accounting, or consent of instructor. Required Many of our courses may be applied course in the Accounting Certificate. & for continuing education credit, are industry experts, leaders, Reg# W9305B and professionals from both corpo- Through Dec 12: $425 / After: $465 Reg# W9308B including relicensure credit for CPAs UCLA: 2250 School of Public Affairs Bldg. Through Dec 12: $425 / After: $465 (CPE) and attorneys (MCLE); recer- rate and educational communities Downtown Los Angeles: 261 S. Figueroa St., Thu 6:30-9:30pm, Jan 12-Mar 29, 12 mtgs tification credit for human resources who have extensive hands-on, Terrence A. Lucero, MS, Terrence A. Lucero, CPA, Figueroa Courtyard, Suite 100W, practical experience as well as A Professional Corporation Classroom 107B professionals; as well as continuing Thu 6:30-9:30pm, Jan 12-Mar 29, 12 mtgs education credit for insurance educational credentials. EEManagement Accounting Sam E. Boutari, MSc, PhD, consultant licensees, CFP® pro­fessionals, and If you are interested in becoming XL 122 Management 4 units c real estate professionals­ (OREA). an instructor call (310) 206-2920 This course covers the nature, objectives, and proce- for more information and an dures of cost accounting and control. Topics include job Conferences costing and process costing, joint product costing, application. standard costs, theories of cost allocation and absorp- Conferences currently are offered in tion, uses of cost accounting data for management the fields of real estate, finance, tax- decision making, accounting for manufacturing over- ation, and the restaurant industry, head, cost budgeting, cost reports, distribution costs, and feature lectures and panel dis- standard costs, differential cost analysis, profit-volume c UC credit; see page 149 relationships, and break-even analysis. Designed for cussions by industry leaders. These people who are preparing for careers in accounting or m Online course 1-day programs are scheduled those currently in production planning, materiel control, at major hotels and other off-site production control, program management, pricing, and/ e Not available passed/not passed or purchasing. Prerequisite: X 1B Principles of Account- locations throughout Los Angeles. ing or consent of instructor. Required course in the & Text required; see page 148 Accounting Certificate. & M Course held during daytime hours kkk 20 Business, Management & Legal Enroll at uclaextension.edu or call (310) 825-9971

EEAdvanced Accounting of the IA function. Prerequisite: X 120A, B, and C Theory and Practice Intermediate Accounting Theory and Practice, or X 124B Management 4 units c consent of instructor. Required course in the Accounting Certificate This course examines partnerships and joint ven- Accounting Certificate. & tures; installment and consignment sales; receiver- Reg# W9311B Recognized by employers throughout Los Angeles and beyond, UCLA ships, estates, and trusts; and governmental units. Through Dec 11: $425 / After: $465 Extension’s Accounting Certificate equips students with a thorough under- International operations, including accounting for UCLA: 2434 Physics & Astronomy Bldg. standing of accounting stan­dards and principles. The certificate is designed transactions with foreign companies, use of foreign Wed 6:30-9:30pm, Jan 11-Mar 28, 12 mtgs for students who are preparing to sit for the CPA Examination, as well as exchange contracts to hedge against foreign cur- Sam E. Boutari, MSc, PhD, consultant rency fluctuations, and translation of accounts of providing relevant course work for students considering the CMA, CIA, foreign subsidiaries and branches, also are covered. EEInternational Accounting and CFA certifications. Prerequisite: X 124A Advanced Accounting Theory X 423.4 Management 4 units and Practice or consent of instructor. Required Designed for students of accounting and international To meet the busy schedules of working professionals, students have the course in the Accounting Certificate. & business professionals who are working for public flexibility to complete their courses through traditional, classroom sessions­ Reg# W9309B accounting firms, corporations, and other enterprises held during the evening or through our online, instructor-led format. Through Dec 9: $425 / After: $465 engaged in international business, as well as govern- UCLA: 2434 Physics & Astronomy Bldg. mental institutions and international organizations, this Group A: Candidacy Fee Mon 6:30-9:30pm, Jan 9-Mar 26, 12 mtgs course covers a broad range of accounting challenges 9 Required Accountiing Courses (no mtg 1/16 & 2/20; 2 mtgs to be arranged) faced by multinational enterprises, including the transi- An application for candidacy and Sam E. Boutari, MSc, PhD, consultant tion from GAAP to IFRS. Instruction includes case All students must complete all 9 a nonrefundable fee of $150 must studies which illustrate the specific day-to-day account- accounting courses in Group A for be submitted by the completion EEFederal Income Taxation ing issues that are encountered in international busi- a total of 36 quarter units as well as of the second course to officially X 127 Management 4 units c ness operations. Prerequisite: X 1A and X 1B Principles of Accounting, or consent of instructor. Course materials the Business Ethics requirement. enroll in this program under its 39.5 hours of MCLE credit available. Accepted by the Certified Financial Planner Board of Standards, Inc. are available both in class and via internet. & X 120A Intermediate Accounting current curriculum. For an applica- for 30 hours of continuing education. Reg# W9317B Theory and Practice tion, visit uclaextension.edu/bamcert Prerequisite: X 1A and X 1B Principles of Accounting, Through Dec 9: $425 / After: $465 or call (310) 206-1654. or consent of instructor. Core course in the Taxation UCLA: 1264 School of Public Affairs Bldg. X 120B intermediate Accounting Certificate. Required course in the Accounting Certifi- Mon 6:30-9:30pm, Jan 9-Mar 26, 12 mtgs Theory and Practice More information cate. For more information see page 23. & (no mtg 1/16 & 2/20; 2 mtgs to be arranged) Reg# W8739B Dewey Norton, MA, CMA, MBA X 120C Intermediate Accounting Visit ucalextension.edu/accounting Through Dec 11: $475 / After: $519 Theory and Practice or call (310) 206‑1654. UCLA: 175 Dodd Hall EEInternship in Accounting Wed 6:30-9:30pm, Jan 11-Mar 28, 14 mtgs X 423.42 Management 5 units XL 122 Management Accounting CPA Designation (2 mtgs to be arranged) The internship provides practical experience in a variety Morton D. Rosenthal, JD, attorney of accounting job functions in either the private or X 124A Advanced Accounting The California State Board of Reg# W8755B public accounting sector or within a general business Theory and Practice Accountancy recognizes UCLA Through Dec 12: $475 / After: $519 environment, and is an opportunity to apply the material Extension’s Certificate in Account- Downtown Los Angeles: 261 S. Figueroa St., previously studied in your accounting courses. Students X 124B Advanced Accounting intern with sponsoring companies for a minimum of 75 ing as a program that satisfies­ the Figueroa Courtyard, Suite 100W, Theory and Practice Classroom 108 hours. Business-related elective in the Accounting educational requirements­ for becom- Certificate. International students must contact the X 127 Federal Income Taxation Thu 6:30-9:30pm, Jan 12-Mar 29, 14 mtgs ing a Certified Public Accountant. (2 mtgs to be arranged) International Student Office at (310) 825-9351 to confirm eligibility. Visitors not permitted. Restricted X 423 Auditing: Financial To sit for the CPA examination, can- Gregory Habib, CPA, MST, Revenue Agent, Internal Revenue Service course; web enrollments automatically generate a didates must have a baccalaureate “Permission to Enroll” request, after which our advisor X 423.2 Internal Auditing degree from an accredited college EEAuditing: Financial will contact you. Students enrolled in the Certificate in (Operational Management) or university and have completed Accounting qualify for a discounted fee. Mention this to X 423 Management 4 units the adviser when contacted. For more information see 36 quarter units of accounting 36.75 hours of MCLE credit available. Ethics Requirement page 27. courses and 36 quarter units of This course examines the auditing principles govern- X 423.422 Ethics in Accounting business-related courses. ing the responsibilities of certified public accountants Reg# W9312B in their examination of clients’ financial statements. Fee: $635 May be taken at any time during For more infor­ma­tion contact the Professional ethics, legal liability, internal control, Joseph E. Woods, MS the program. California Board of Accountancy evaluation, sampling techniques, and audit reports, as EE at (916) 263-3972 or 263-3974 or well as a study of the statements on auditing stan- Ethics in Accounting Group B: dards issued by the American Institute of CPAs, also X 423.422 Management 2 units dca.ca.gov/cba. Candidates outside are discussed. Instruction emphasizes verification of The business scandals of recent years have highlighted Business-Related Electives of California can check for specific the major items reported in clients’ statements, audit the importance of ethical behavior in the accounting An addi­tional 36 quarter units rules that apply to each state or programs, and case studies. Prerequisite: X 120A, B, profession. This 6-week course covers the elements of electives may be acquired jurisdiction at nasba.org or and C Intermediate Accounting Theory and Practice, necessary to make proper ethical decisions by first or consent of instructor. Required course in the defining what ethics are and then identifying the ques- through accredited business- beckerCPA.com/state. Accounting Certificate. & tions that need to be asked in everyday business related courses pre­viously­ taken Reg# W9310B practices. Key ethical standards specific to the account- and approved by the certificate Becker CPA Review Through Dec 12: $455 / After: $499 ing profession are explored, highlighting the unique role program advisor and/or those This comprehensive review pro- Downtown Los Angeles: 261 S. Figueroa St., of the accountant both as “trusted advisor” to his/her Figueroa Courtyard, Suite 100W, client and the (often conflicting) role of “reporter” of listed under Group B. Therefore, gram prepares students for all parts financial information to the marketplace and govern- the number of electives taken Classroom 108A of the CPA Examination. For more Wed 6:15pm-9:30pm, Jan 11-Mar 28 mental agencies. The course begins with a study of the from Group B ranges from 0-9 information, including a complete Douglas M. Hansen, MA, Owner, D.M. Hansen, CPA earliest models of business ethics through today’s courses, depend­ing upon a review course schedule and enrollment professional requirements of the AICPA Code of Profes- EE sional Conduct, the State Board of Accountancy, and of each student’s official university/ restrictions, see page 22. Internal Auditing other regulatory agencies. Instruction includes writing college transcript. (Operational and Management) For more information about assignments, classroom lecture, and presentations X 423.2 Management 4 units based on assigned readings. Students leave the course Visit uclaextension.edu/accounting the Becker CPA Review visit This is an advanced course designed for accounting, with a better overall understanding of the challenges of for a complete list of suggested BeckerCPA.com. auditing, and business students; CPA, CIA, and CMA ethical business practices. Required course in the Group B business-related electives. candidates; CPAs, CIAs, and CMAs; controllers and Accounting Certificate. Enrollment limited; enrollment internal auditors; financial and auditing managers; prior to the first class required. Attendance at first class corporate executives; and federal and state auditors is mandatory. Visitors not permitted. & and managers. Topics include Internal Auditing (IA) fundamentals; IA standards; internal controls; man- Reg# W9313B aging the IA department; IA working papers, proce- Through Dec 26: $335 / After: $369 dures, evidences, sampling, and flow-charting; 30 UCLA: 2434 Physics & Astronomy Bldg. major areas of operational auditing, such as produc- Thu 6:30-9:30pm, Jan 26-Mar 1, 6 mtgs tion, marketing, finances, EDP, purchasing, and per- Kip Dellinger, BBA, CPA sonnel; fraud detection, including a discussion of the latest developments in financial crimes; major areas of management auditing; IA reports; and evaluation Enroll at uclaextension.edu or call (310) 825-9971 Business, Management & Legal 21

EEAccounting for Non-Accountants X 429 Management 4 units Online Courses This course is designed for non-accounting managers and personnel in organizations of all sizes who must Becker CPA Review For technical requirements see page 4. work with and understand internal accounting and financial data—without overemphasizing the detailed Students who enroll in 1 review course EEPrinciples of Accounting m c mechanics and technical language of accounting. It also section are automatically enrolled in the X 1A Management 4 units Recommended course for students planning to enroll is appropriate for entrepreneurs and business owners other 3 subsequent review sections. who desire a greater understanding of what accounting in the Accounting, Finance, or Taxation Certificates. and financial information systems can and should be Students must complete all 4 parts of Required course in the Business Fundamentals and supplying them. Students gain the knowledge and skills the review within a 12-month period. Business Administration Certificates. Enrollment limited. necessary for interpreting reported accounting data and For more information see page 18. & evaluating its impact, including an overview of the Review Courses Reg# W8994B financial and managerial accounting process. Topics Scheduled for This Quarter Through Dec 11: $555 / After: $605 include fundamental accounting, accounting for sales, Jan 11-Mar 28 cost of sales and inventory, cash and internal control, Financial Accounting and Reporting Leon Garman, MS, recipient, UCLA Extension Distin- guished Instructor Award, 2010 depreciation method, financial statement analysis, and Auditing and Attestation cash flow. & Reg# W8995B Reg# W9315B Regulations Through Dec 11: $555 / After: $605 Through Dec 10: $425 / After: $465 Jan 11-Mar 28 This comprehensive review program Business Environment and Concepts UCLA: 1264 School of Public Affairs Bldg. prepares students for all parts of Jess Stern, CPA, LLC Tue 6:30-9:30pm, Jan 10-Mar 27, 12 mtgs the CPA Examination. Accounting Pages 22-23. Reg# W9013B J. Darrell Lindgren, BS, CPA (inactive) Through Dec 11: $555 / After: $605 concepts, theories, and procedures For more information call Jan 11-Feb 15 Seminars are intensely reviewed, and stu­dents (310) 825-4938. Accelerated section. are taught exam-taking techniques­ Paul J. Prinster, BA, MBA, DBA, CFO, AST, Inc. applicable for the CPA Exam. Introduction to QuickBooks EE m 828.44A Management 1.4 CEU Principles of Accounting X 1B Management 4 units c In this two-day course students become skilled at set- Prerequisite: X 1A Principles of Accounting or con- ting up and maintaining their financial record keeping sent of instructor. Recommended course for students using QuickBooks. Ideal for business owners, office planning to enroll in the Accounting, Finance, or managers and bookkeepers, participants learn “hands- Taxation Certificates. Required course in the Busi- on” how to expertly navigate through the program using Complete Your Accounting ness Fundamentals and Business Administration a combination of menu items, icons and keyboard Certificates. Enrollment limited. For more information shortcuts. Instruction begins with an in-depth look into see page 18. QuickBooks and how to set up your company files from Certificate Anywhere & scratch as well as how to create a good quality chart Reg# W9014B of accounts. A checklist for businesses converting from Westwood, Downtown, or Online Through Dec 11: $555 / After: $605 another system to QuickBooks also is covered. Partici- Jan 11-Mar 28 , MBA, CPA, CIA, CISA, CFE, CCSA pants have the opportunity to perform a number of No matter where you live or work, Extension has the locations to help you David B. Harmon day-to-day business transactions, including how to Reg# W9023B invoice a customer and apply customer payments complete your Accounting Certificate at your convenience! Through Jan 22: $555 / After: $605 (accounts receivable), how to track and pay your bills Our Downtown LA and Westwood locations are close to where you live Feb 22-Mar 28 (accounts payable), and how to set-up and reconcile Accelerated section. your bank accounts. Instruction provides an overview and work and are offered at a variety of times and days of the week. Also Paul J. Prinster, BA, MBA, DBA, CFO, AST, Inc. of the reports that are available, including how to create consider taking a course online. Fully instructor-led online courses let you a customized profit & loss statement and customized study at any time and from any place. You can even take a combination of EEIntermediate Accounting balance sheet, and how to interpret the data. Additional classroom and online courses! Theory and Practice m topics include inventory set-up, payroll set-up, and fixed X 120A Management 4 units c asset management. Class participation is highly encour- The Accounting Certificate is designed for students who are preparing for Prerequisite: X 1A and X 1B Principles of Accounting, aged. Enrollment limited to 25 students. Advance the CPA Exam, and for those considering CMA, CIA, or CFA certifications. or consent of instructor. Required course in the enrollment is highly recommended. Single admission at Accounting Certificate. Enrollment limited. For more the door, space permitting; payment by credit card only. Learn more at uclaextension.edu/accounting. information see page 18. & Reg# W9377B Reg# W9029B Through Jan 4: $245 / After: $269 Through Dec 11: $555 / After: $605 Westwood: 206 Extension Lindbrook Center Jan 11-Mar 21 ✷✷Sat 8:30am-4:30pm, Feb 4 & 11, 2 mtgs David Reinus, MBA, CPA, owner, David Reinus, CPA Crystalynn Shelton, BA, Business Advisor, Small Busi- Reg# W9030B ness Development Center, Santa Clarita, CA; Certified Through Dec 18: $555 / After: $605 QuickBooks Pro advisor Jan 18-Mar 28 Lee P. Krueger, MBA, Senior Finance Manager, Walt Financial Modeling and Applications: Disney World Co. Tips and Techniques Using Excel Certified Internal Auditor 831.81 Management 0.7 CEU EEIntermediate Accounting (Includes course materials.) (CIA) Review Program Theory and Practice m Enrollment limited. Advance enrollment is highly recom- X 120B Management 4 units c mended. Single admission at the door, space permit- Offered in collaberation with the Offered This Quarter Prerequisite: X 120A Intermediate Accounting Theory ting; payment by credit card only. For more information and Practice. Required course in the Accounting Cer- see page 31. Institute of Internal Auditiors (IIA), Part I: The Internal Audit Activity’s the CIA System™ Review Program tificate. Enrollment limited. For more information see Reg# W8891B Role in Governance, Risk, and Control page 18. & prepares students for the Certified Through Feb 10: $175 / After: $193 Reg# W9032B ® ® Part II: Conducting the Internal Westwood: 202 Extension Lindbrook Center Internal Auditor (CIA ) certifica- Through Dec 11: $555 / After: $605 ✷✷Sat 8:30am-4:30pm, Mar 10, 1 mtg tion examination. Audit Engagement Jan 11-Mar 21 Eric W. Augusta, MBA, Senior Financial Executive, Vice Alfred Greenfield, Jr., CPA President, Financial Planning and Analysis, E. W. With courses offered online this Part III: Business Analysis and Augusta & Associates Information Technology Reg# W9036B quarter, you have the opportunity Through Dec 18: $555 / After: $605 to complete your coursework on Part IV: Business Management Skills Jan 18-Mar 28 your own schedule, from anywhere. Ming-Chun Lu, MBT, CPA, Senior Accountant, Northrop The IIA CIA Learning System Page 23. Grumman materials (included in course fees) are augmented by the expertise of our experienced online instructors.

For more information or to enroll call (310) 825-4938. 22 Business, Management & Legal Enroll at uclaextension.edu or call (310) 825-9971

EEIntermediate Accounting EEInternal Auditing (Operational and EEFinancial Control of Operations m Theory and Practice m Management) m X 429.4 Management 4 units X 120C Management 4 units c Are You X 423.2 Management 4 units This course examines the techniques of interpreting and Prerequisite: X 120B Intermediate Accounting Theory Prerequisite: X 120A, B, and C Intermediate Accounting analyzing financial and accounting data for manage- and Practice or consent of instructor. Required course Completing Your Theory and Practice, or consent of instructor. Required ment control. Instruction covers such topics as financial in the Accounting Certificate. Enrollment limited. For course in the Accounting Certificate. Enrollment limited. information, cash flow statements, financial statement more information see page 19. & Certificate? For more information see page 20. & analysis, growth rate analysis, revenue recognition, Reg# W9052B Reg# W9102B earnings per share, fixed assets, inventory, financial instruments, and leases. Students develop an under- Through Dec 11: $555 / After: $605 To take part in Extension’s 2012 Through Dec 18: $555 / After: $605 Jan 11-Mar 21 Jan 18-Mar 28 standing of the financial and accounting information Deidra Renee Duncan, MBA, CPA Graduation Ceremony in June, Ahmed Abo-Hebeish, MBA, CPA, Consultant, Hebeish that is needed by management to assist in the control of operations. For technical requirements see page 4. Reg# W9089B you must be officially enrolled Management Services in your desired certif­icate by Prerequisite: X 120A, B, and C Intermediate Accounting Through Dec 18: $555 / After: $605 Theory and Practice and XL 122 Management Account- Jan 18-Mar 28 February 15, 2012 and have com- EEForensic Accounting m X 423.421 Management 4 units ing, or equivalent experience and consent of instructor. Richard E. Lillie, MAS, EdD, CPA, Assistant Professor pleted your program between Enrollment limited. of Accounting, Cal State San Bernardino This course is an introduction to the exciting field of & Fall 2011 and Summer 2012. forensic accounting and the role it plays in both pre- Reg# W9114B EEManagement Accounting m If you meet the above criteria venting fraud from occurring and discovering fraud after Through Dec 11: $555 / After: $605 c it has occurred. Students are introduced to many Jan 11-Mar 21 XL 122 Management 4 units call (310) 206-1654 or email Prerequisite: X 1B Principles of Accounting or consent opportunities in the field of accounting and fraud detec- Danny S. Litt, MBA, MS, consultant [email protected] tion in the private sector, public accounting, and govern- of instructor. Required course in the Accounting Certifi- m cate. Enrollment limited. For more information see to save your spot at graduation. ment. Topics include complex financial investigations, Introduction to QuickBooks page 19. & compliance and financial audits, money laundering, net 828.44A Management 1.8 CEU worth analysis, the psychology of white collar crime, Required text: QuickBooks Learning Guide 2010 by Reg# W9099B financial statement fraud, and more. Guest lecturers Craig, order at journeyed.com, part# 411036. For more Through Dec 11: $555 / After: $605 information see page 21. Jan 11-Mar 28 from diverse fields describe their careers in the field of & accounting/forensic accounting by presenting real- Chee-Sum Tan, MBA, Controller/Accounting Manager, Reg# W9639B Union Bank of California world cases and investigations. For technical require- Through Jan 22: $289 / After: $315 ments see page 4. Prerequisite: X 423 Auditing: Feb 22-Mar 28 Reg# W9098B Financial and X 423.2 Internal Auditing (Operational and EE m Crystalynn Shelton, BA, Business Advisor, Small Busi- Through Dec 11: $555 / After: $605 Auditing: Financial Management) or consent of instructor. Elective in the X 423 Management 4 units ness Development Center, Santa Clarita, CA; Certified Jan 11-Mar 28 Accounting Certificate. Enrollment limited. & QuickBooks Pro advisor Danny S. Litt, MBA, MS, consultant 36.75 hours of MCLE credit available. Prerequisite: X 120A, B, and C Intermediate Accounting Reg# W9105B Through Dec 11: $555 / After: $605 EEAdvanced Accounting Theory and Practice, or consent of instructor. Required Becker CPA Review m course in the Accounting Certificate. Enrollment limited. Jan 11-Mar 21 Theory and Practice Daniel Ryan, MSA, BSBA, District Director, U.S. c For more information see page 20. & For more information call (310) 825-4938. X 124A Management 4 units Department of Treasury, Alcohol and Tobacco Tax and Prerequisite: X 120A, B, and C Intermediate Accounting Reg# W9100B Trade Bureau Enrollment into the Becker CPA Review Theory and Practice and XL 122 Management Account- Through Dec 11: $555 / After: $605 Jan 11-Mar 28 through UCLA Extension is restricted to cer- ing, or consent of instructor. Required course in the EE m Kurt M. Hull, MBA, CPA, consultant Ethics in Accounting tificate students who currently are enrolled in Accounting Certificate. Enrollment limited. For more X 423.422 Management 2 units information see page 19. & Reg# W9101B the Certificate in Accounting and who have (Completion or near completion of Group A Accounting completed a minimum of 5 courses, or who Reg# W9094B Through Dec 11: $555 / After: $605 Core Courses is recommended.) Through Dec 11: $555 / After: $605 Jan 11-Mar 28 have completed the certificate program. Stu- Required course in the Accounting Certificate. Enroll- dents who do not qualify for enrollment Jan 11-Mar 28 Maria Hernandez-Alamin, BA, CPA, CIA ment limited. For more information see page 20. & Larry B. Wolod, CPA, JD, LLM through Extension should contact Becker at EE m Reg# W9107B (800) 868-3900 or beckerreview.com. Nonprofit Accounting Through Jan 1: $315 / After: $345 EEAdvanced Accounting X 423.18 Management 4 units Feb 1-Mar 7 34 hours of MCLE credit available. The $2,645 discounted fee for Accounting Theory and Practice m David Reinus, MBA, CPA, owner, David Reinus, CPA X 124B Management 4 units c Nonprofit organizations represent one of the fastest- Certificate students covers enrollment in all 4 growing sectors of our economy. This fact makes it parts of the Becker Review and course mate- Prerequisite: X 124A Advanced Accounting Theory and EE Integrating Sustainability into rials, which are shipped directly to students. Practice or consent of instructor. Required course in the increasingly important for auditors, managers, and m CPAs in public, private, and nonprofit firms to under- Financial Reporting Once enrolled in the first part, UCLA Extension Accounting Certificate. Enrollment limited. For more X 423.423 Management 4 units information see page 20. & stand how nonprofits measure financial performance students are then automatically enrolled, and how they differ from for-profit organizations. This Company financial statements are going green. Under- without an additional fee, in the 3 subsequent Reg# W9097B standing and reporting on the impact of sustainability course examines the core principles and practices of Saturday or weekday UCLA Extension parts, Through Dec 11: $555 / After: $605 activities in financial reports is becoming increasingly Jan 11-Mar 21 nonprofit accounting. It also summarizes the accounting depending on which “pattern” (Saturday or requirements and practices of specific types of non- necessary, both for ensuring compliance with financial Kurt M. Hull, MBA, CPA, consultant reporting standards and to provide stakeholders with weekday) they chose. Visit beckerreview.com profit organizations, including hospitals, colleges and for complete course schedules. Students universities, health and welfare organizations, and material information highlighting sustainability impacts, EEFederal Income Taxation m risks, and opportunities. This course is ideal for choosing to go outside of this pattern, or who c organizations—both nonprofit and for-profit—that wish to attend other Becker locations, will be X 127 Management 4 units receive government assistance in the form of contracts, accounting and financial professionals, investors, busi- charged an additional fee of $90. 39.5 hours of MCLE credit available. Accepted by the guaranties, grants, or assistance that may be subject ness owners, and executives who must evaluate sus- Certified Financial Planner Board of Standards, Inc. to federal audit requirements. Other topics include the tainability performance of a company, organization, or for 30 hours of continuing education. general characteristics and operational environment of other entity. Instruction encompasses key topics in Becker CPA Review Program: Prerequisite: X 1A and X 1B Principles of Accounting, nonprofit organizations; applying generally accepted global sustainability financial reporting, including green Regulations or consent of instructor. Core course in the Taxation standards and principles; and financial statements, accounting and sustainability economics, auditing and 828.4E Management 2.8 CEU Certificate. Required course in the Accounting Certifi- audit guides, and recent changes in nonprofit account- reporting, primary and secondary sustainability metrics This section combines federal income taxation, ethics, cate. Enrollment limited. For more information see ing and reporting rules. For technical requirements see and indexes, and Global Reporting Initiative (GRI) professional and legal responsibilities, and business law page 23. & page 4. Prerequisite: X 1A and X 1B Principles of modeling and monitoring procedures. Students leave topics. Enrollment in this section allows students to Reg# W8738B Accounting, or consent of instructor. Business-Related the classroom with a framework for reporting and enroll, without an additional fee, in the remaining three Through Dec 11: $555 / After: $605 Elective in the Core course in the Accounting Certificate. measuring sustainability activity that can be used to subsequent sections (828.4B Financial Accounting and Jan 11-Mar 28 Enrollment limited. & benchmark organizational performance and help build Reporting, 828.4C Auditing and Attestation, and 828.4D Dana N. Leland, PhD future initiatives. For technical requirements see Business Environment and Concepts) of the Becker CPA Reg# W9103B page 4. Elective course in Global Sustainability Review program. Enrollment limited; advance enroll- Reg# W8736B Through Dec 18: $555 / After: $605 Certificate.­ Enrollment limited. ment required. Visitors not permitted. Restricted course; Through Dec 11: $555 / After: $605 Jan 18-Mar 28 & call (310) 825-4938 for permission to enroll. Web Jan 11-Mar 28 Rebecca M. Evans, MSBE, BS Reg# W9109B Wendy Walston Achilles, PhD, CPA Through Dec 18: $555 / After: $605 enrollments automatically generate a “Permission to Jan 18-Mar 28 Enroll” request. Jess Stern, CPA, LLC kkk Enroll at uclaextension.edu or call (310) 825-9971 Business, Management & Legal 23

Reg# W9244B Reg# W9238B Reg# W9233B Fee: $2,645 Fee: $2,645 Through Jan 1: $495 / After: $545 Taxation Downtown Los Angeles: 261 S. Figueroa St., UCLA: A25 Haines Hall Feb 1-15 For more information call (310) 825-4938 or email Figueroa Courtyard, Suite 100W, Mon 6-10pm, Feb 27-Mar 12 $195 course material costs refundable upon [email protected]. Classroom 105 Wed 6-10pm, Mar 7 & 14, 5 mtgs return Mon & Wed 6-10pm, Jan 9-Feb 6, 7 mtgs Gordon L. Klein, JD, Lecturer, UCLA Anderson School Rosalyn Wong, CPA, CIA, Internal Auditor, City of Los (no mtg 1/11 & 1/16) of Management Angeles Those students who plan to become tax pro- Jean Huang, MS Accounting, CPA fessionals in industry or tax preparers are Reg# W9246B advised to enroll in the Taxation Certificate. Reg# W9239B Fee: $2,645 CIA Exam Review Part III: Fee: $2,645 Downtown Los Angeles: 261 S. Figueroa St., Business Analysis and EE UCLA: A25 Haines Hall Figueroa Courtyard, Suite 100W, m Federal Income Taxation Information Technology X 127 Management 4 units c Wed 6-10pm, Jan 18-Feb 8 Classroom 105 828.501C Management 2.1 CEU 39.5 hours of MCLE credit available. Accepted by the Mon 6-10pm, Jan 30-Feb 13, 7 mtgs Mon & Wed 6-10pm, Feb 27-Mar 14, 5 mtgs (Includes IIA CIA Learning System course materials.) Certified Financial Planner Board of Standards, Inc. No refund after Jan 6. (no mtg 2/29) This online review covers business processes; finan- for 30 hours of continuing education. Gordon L. Klein, JD, Lecturer, UCLA Anderson School Merle Hopkins, PhD, Professor of Clinical Accounting, cial accounting and finance; managerial accounting; This course explores individual income taxation issues, of Management USC Leventhal School of Accounting regulatory, legal, and economic issues; and informa- including tax determination; personal and dependents Gonzalo Freixes, JD, Attorney-at-Law; Lecturer, UCLA tion technology. For technical requirements see exemptions; concepts and inclusions of gross income; Anderson School of Management CIA Review page 4. Enrollment limited; enrollment prior to the general deductions and losses; deduction of certain first class required. & business expenses and losses; depreciation, cost Becker CPA Review Program: For more information call (310) 825-4938 or email Reg# W9234B recovery amortization, and depletion; deduction of Financial Accounting and Reporting [email protected]. Through Jan 22: $695 / After: $765 employee expenses; itemized deductions and losses; 828.4B Management 7.2 CEU Feb 22-Mar 14 passive activity losses; property transaction gains and This section covers generally accepted accounting UCLA Extension, in partnership with The Insti- $195 course material costs refundable upon losses; nontaxable exchanges; and capital gains and principles for business enterprises and accounting and tute of Internal Auditors (IIA), offers the Inter- return losses. Prerequisite: X 1A and X 1B Principles of reporting for government entities and not-for-profit nal Auditors CIA Learning Systems(TM) Jim Tiao, BA, MBA, CIA, CISA Accounting, or consent of instructor. Core course in organizations. Enrollment in this section allows students Review Program to prepare students for the the Taxation Certificate. Required course in the to enroll, without an additional fee, in the remaining Certified Internal Auditor® (CIA®) certification CIA Exam Review Part IV: Accounting Certificate. & three subsequent sections (828.4C Auditing and Attes- examination. The IIA CIA Learning Systems Business Management Skills m Reg# W8739B tation, 828.4D Business Environment and Concepts, materials are delivered in a blended format 828.501D Management 0.7 CEU and 828.4E Regulations) of the Becker CPA Review Through Dec 11: $475 / After: $519 consisting of printed workbooks and web- (Includes IIA CIA Learning System course materials.) UCLA: 175 Dodd Hall program. Enrollment limited; advance enrollment based software. This intensive review pro- This online review covers strategic management, Wed 6:30-9:30pm, Jan 11-Mar 28, 14 mtgs required. Restricted course; call (310) 825-4938 for global business environments, organizational behavior, (2 mtgs to be arranged) permission to enroll. Web enrollments automatically gram is augmented by the expertise of our experienced instructors. The IIA CIA Learning management skills, and negotiating. For technical Morton D. Rosenthal, JD, attorney generate a “Permission to Enroll” request. requirements see page 4. Enrollment limited; advance System course materials, which consist of Reg# W8755B Reg# W9242B enrollment required. printed workbooks and online access, are & Through Dec 12: $475 / After: $519 Fee: $2,645 Reg# W9235B Downtown Los Angeles: 261 S. Figueroa St., UCLA: A25 Haines Hall included in the course fees. IIA members and Through Feb 21: $395 / After: $435 Figueroa Courtyard, Suite 100W, ✷✷Sat 8am-12pm, Jan 14 students in the Certificate in Accounting may Mar 21-28 Classroom 108 ✷✷Sat 8am-5pm, Jan 21-Feb 11, 5 mtgs enroll at reduced fees. This program is now $195 course material costs refundable upon Thu 6:30-9:30pm, Jan 12-Mar 29, 14 mtgs Gordon L. Klein, JD, Lecturer, UCLA Anderson School offered online. return (2 mtgs to be arranged) of Management Jim Tiao, BA, MBA, CIA, CISA Gregory Habib, CPA, MST, Revenue Agent, Internal David Ravetch, BA, MAT, Senior Lecturer, UCLA Students may enroll in individual parts or Revenue Service ­Anderson School of Management in one of the “Comprehensive” sections m (Parts I-III or Parts I-IV). CIA Exam Review: Parts I-III 828.501AC Management 4.9 CEU Becker CPA Review Program: EEFundamentals of Tax Preparation (Includes IIA CIA Learning System course materials.) X 427.08 Management 4 units Auditing and Attestation Online Courses Enrollment into this online series encompasses the first 39.5 hours of MCLE credit available. 828.4C Management 2 CEU three parts of the CIA Exam Review: The Internal Audit For new or inexperienced practitioners, this course cov- This section covers knowledge of auditing procedures, For technical requirements see page 4. Activity’s Role in Governance, Risk, and Control; Con- ers the basic elements of average individual and busi- generally accepted auditing standards and other stan- ducting the Internal Audit Engagement; and Business ness tax returns, as well as new laws, filing require- dards related to attest engagements, and the skills CIA Exam Review Part I: Analysis and Information Technology. Students may also ments, exemptions, gross income, adjustments, itemized needed to apply that knowledge. Enrollment in this section enroll in each section individually. For technical require- versus standard deductions, business/professional allows students to enroll, without an additional fee, in the The Internal Audit Activity’s Role in Governance, Risk, and Control m ments see page 4. Enrollment limited; enrollment prior income/loss, self-employment tax, investment credit and remaining three subsequent sections (828.4B Financial to the first class required. & recapture, audit processes, appeals, and miscellaneous Accounting and Reporting, 828.4D Business Environment 828.501A Management 1.4 CEU Reg# W9236B taxes. Instruction emphasizes hypothetical examples. and Concepts, and 828.4E Regulations) of the Becker (Includes IIA CIA Learning System course materials.) This online review covers compliance with the IIA’s Through Dec 11: $1,495 / After: $1,645 Text: Income Tax Fundamentals (2012) by Whittenburg CPA Review program. Enrollment limited; advance enroll- Jan 11-Mar 14 (West). Read Chapter 1 before first class. ment required. Restricted course; call (310) 825-4938 “Attribute Standards”; risk and control knowledge ele- & ments; establishing a risk-based plan to determine the $585 course material costs refundable upon Reg# W8769B for permission to enroll. Web enrollments automatically return. generate a “Permission to Enroll” request. priorities of the internal audit activity; plan engage- Through Dec 14: $425 / After: $465 ments; and the nature of internal audit work in risk Jim Tiao, BA, MBA, CIA, CISA Westwood: 201 Extension Lindbrook Center Reg# W9240B management, control, and governance. For technical Rosalyn Wong, CPA, CIA, Internal Auditor, City of ✷✷Sat 9am-4pm, Jan 14-Feb 18, 6 mtgs Fee: $2,645 requirements see page 4. Enrollment limited; enroll- Los Angeles Felicia Duque Black, BA, JD, attorney; Appeals Officer, UCLA: A25 Haines Hall ment prior to the first class required. & Internal Revenue Service ✷✷Sat 8am-12pm, Mar 3 CIA Exam Review: Parts I-IV m ✷✷Sat 8am-5pm, Mar 10 & 17, 3 mtgs Reg# W9232B Through Dec 11: $495 / After: $545 828.501AD Management 5.6 CEU Gordon L. Klein, JD, Lecturer, UCLA Anderson School (Includes IIA CIA Learning System course materials.) of Management Jan 11-25 $195 course material costs refundable upon Enrollment into this online series encompasses all four Merle Hopkins, PhD, Professor of Clinical Accounting, parts of the CIA Exam Review: The Internal Audit Activ- USC Leventhal School of Accounting return. Rosalyn Wong, CPA, CIA, Internal Auditor, City of Los ity’s Role in Governance, Risk, and Control; Conducting Angeles the Internal Audit Engagement; Business Analysis and Becker CPA Review Program: Information Technology; and Business Management Business Environment and Concepts Skills. Students also may enroll in each section individu- 828.4D Management 2 CEU CIA Exam Review Part II: Conducting m ally. For technical requirements see page 4. Enrollment This section covers knowledge of general business the Internal Audit Engagement limited; enrollment prior to the first class required. & 828.501B Management 1.4 CEU environment and business concepts, including business Reg# W9237B structures; economic concepts essential to obtaining an (Includes IIA CIA Learning System course materials.) This online review covers conduct engagements, con- Through Dec 11: $1,879 / After: $2,065 understanding of an entity’s operations, business and Jan 11-Mar 28 industry; information technology; and planning and duct-specific engagements; monitor engagement out- comes; fraud knowledge elements; engagement tools. $780 course material costs refundable upon measurement (cost accounting). Enrollment in this sec- return. tion allows students to enroll, without an additional fee, For technical requirements see page 4. Enrollment limited; enrollment prior to the first class required. & Jim Tiao, BA, MBA, CIA, CISA c UC credit; see page 149 in the remaining three subsequent sections (828.4B Rosalyn Wong, CPA, CIA, Internal Auditor, City of Los Financial Accounting and Reporting, 828.4C Auditing and kkk Angeles m Online course Attestation, and 828.4E Regulations) of the Becker CPA Review program. Enrollment limited; advance enrollment e Not available passed/not passed required. Restricted course; call (310) 825-4938 for permission to enroll. Web enrollments automatically & Text required; see page 148 generate a “Permission to Enroll” request. & Course held during daytime hours kkk M 24 Business, Management & Legal Enroll at uclaextension.edu or call (310) 825-9971

EETaxation of Property Transactions EEEstate Planning X 427.122 Management 4 units X 439.3 Management 4 units 34 hours of MCLE credit available. 34 hours of MCLE credit available, including 1 hour Taxation Certificate This course is designed for attorneys, taxation profes- of Legal Ethics and 0.5 hour of Elimination of Bias. sionals, and others actively working in the real estate 36 hours of California Department of Insurance This 9-course certificate is intended for those who wish to industry and who are interested in taxation issues continuing education credit available. become a qualified tax professional as well as for financial associated with real estate transactions. The course Required course in the Personal Financial Planning builds on the basic tax principles learned by students Certificate. Core course in the Taxation Certificate. For advisors who want to provide tax services. in X 127 Federal Income Taxation and extends those more information see page 45. & principles to their application in the sale or other trans- Reg# W9190B In addition to the 9 required courses, you also must complete fer of property. Students are provided with a detailed Through Dec 11: $425 / After: $465 the Business Ethics requirement. analysis of the federal income tax consequences result- UCLA: 167 Dodd Hall ing from sales, exchanges, and other dispositions of Wed 6:30-9:30pm, Jan 11-Mar 28, 12 mtgs X 427.904 Retirement Plans and property, including such topics as determining the Jonathan S. Forster, BA, JD, Partner, Weinstock, taxable event; ascertaining basis and amount realized; Other Employee Benefits Manion, Reisman, Shore & Neumann, A Law ascertaining gain or loss; limitations regarding the use Corporation X 427.96 Fundamentals of of losses, including the at-risk and passive activity loss provisions; the importance of the distinction between Tax Advocacy EEIncome Taxation in capital and ordinary loss treatment; and the applicability Personal Financial Planning X 430.33 Income Taxation in ­ of various non-recognition provisions, including like- X 430.33 Management 4 units kind exchanges and involuntary conversions. Personal Financial Planning & 34 hours of MCLE credit available. Reg# W8806B Prerequisite: X 430.31 Survey of Personal Financial X 439.3 Estate Planning Through Dec 11: $425 / After: $465 Planning, X 430.391 Financial Analysis in Personal UCLA: 5280 Boelter Hall Financial Planning, and X 427.08 Fundamentals of Tax X 439.31 Advanced Estate Planning Wed 6:30-9:30pm, Jan 11-Mar 28, 12 mtgs Preparation, or X 127 Federal Income Taxation, or con- David S. Krantz, BA, JD, Attorney, Ostrove, Krantz & sent of instructor. Required course in Personal Financial Ethics Requirement Associates, APC Planning Certificate. Core course in the Taxation Certifi- cate. For more information see page 44. & EE 891.02 Business Ethics Taxation of Reg# W9343B May be taken at any time during the Corporations and Shareholders Through Dec 12: $425 / After: $465 X 427.8 Management 4 units program; also offered online. UCLA: 167 Dodd Hall 34 hours of MCLE credit available. Thu 6:30-9:30pm, Jan 12-Mar 29, 12 mtgs This course examines classification of corporations and David R. Bergmann, BS, CFP®, EA, CLU, ChFC, Man- Select 9 courses from Candidacy Fee associations, organization of corporations, transfers of aging Principal, The David R. Bergmann Group the following: property to and from a corporation, small business An application for candidacy and stock, dividend distributions, earnings/profits, property X 127 Federal Income Taxation a nonrefundable fee of $150 must dividends, basic problems in redemption of stock, Seminars be submitted by the completion attribution rules, and partial and complete liquidations. X 427.12 Estate and Gift Taxation of the second course to officially Instruction also covers accumulated earnings, subchap- Tax Strategies for enroll in this program under its ter S, and transactions between corporations and Building and Maintaining Wealth X 427.121 International Taxation shareholders. Prerequisite: X 127 Federal Income Taxa- 833.64 Management 0.7 CEU current curriculum. For an applica- X 427.122 Taxation of Property tion, equivalent experience, or consent of instructor. (Includes course materials.) tion, visit uclaextension.edu/bamcert Core course in the Taxation Certificate. Required course This 1-day seminar is designed for individuals who are Transactions or call (310) 206-1654. in the Accounting Certificate. & interested in implementing proven tax strategies for X 427.123 Tax Reporting and Reg# W8756B reducing overall tax liabilities and increasing cash flow. More Information Through Dec 10: $425 / After: $465 Participants learn how to lower or defer federal and Governance for Nonprofit UCLA: 1270 School of Public Affairs Bldg. state income taxes, capital gains taxes, and estate Organizations Visit uclaextension.edu/taxation Tue 6:30-9:30pm, Jan 10-Mar 27, 12 mtgs taxes. The seminar includes a multi-line analysis of the or call (310) 206-1654. Nidal B. Ramadan, CPA, MBA, Internal Revenue Agent 1040 tax form in terms of both a tax strategy and X 427.13 Payroll Tax and Accounting financial-planning perspective. Current pension law also X 427.8 Taxation of Corporations EEPartnership Taxation is reviewed to determine the best options for managing retirement assets, including pensions, IRAs, and 401K and Shareholders X 427.9 Management 4 units 34 hours of MCLE credit available. plans, to ensure desired distribution benefits and a X 427.9 Partnership Taxation This course covers tax and legal aspects of forming, maximum transfer of wealth. Enrollment limited. operating, and dissolving partnerships. Topics include Advance enrollment highly recommended. Participants the definition and conduct of a partnership; property, may enroll at the door, space permitting; payment by services, basis, and holding periods; interest and lia- credit card only. bilities; operational and at-risk rules; allocation of Reg# W9269B distributive shares; transactions between partners; Through Jan 25: $95 / After: $105 disposition of interest and property; distributions Westwood: 214 Extension Lindbrook Center involving 751 assets; termination and 736 payments; ✷✷Sat 9am-4pm, Feb 25, 1 mtg death of partner; and setting up family and limited David R. Bergmann, BS, CFP®, EA, CLU, ChFC, Man- Daytime Accelerated Courses partnerships as an association for tax purposes. Pre- aging Principal, The David R. Bergmann Group requisite: X 127 Federal Income Taxation or equivalent Ideal for students who have limited Courses offered in this format: experience and consent of instructor. Required course Business Ethics in the Taxation Certificate. Business-Related Elective in 891.02 Management 0.6 CEU time and want to challenge them- Developing a Business Plan selves, the Department of Business, the Accounting Certificate. & (Includes course materials and lunch.) Page 29. Reg# W9583B All business and management certificate students must Management, and Legal Programs Through Dec 12: $425 / After: $465 successfully complete this seminar to receive their now offers courses in a daytime, Social Media Marketing UCLA: 5264 Boelter Hall certificate. Enrollment limited; no enrollment at the accelerated format. Thu 6:30-9:30pm, Jan 12-Mar 29, 12 mtgs door. Students must arrive no later than 9am. For more Page 41. Sanford I. Millar, JD, MBT, Attorney, Law Offices of information see page 26. Classes are held between 9am-5pm Marketing Principles and Practices Sanford I. Millar; Certified Specialist Taxation Law, State Reg# W9207B and will be completed in 6 weeks Bar of California Through Jan 18: $175 / After: $189 or less. These courses also can be Page 40. Westwood: 217 Extension Lindbrook Center taken individually. Management Theory, Policy, and ✷✷Sat 9am-4pm, Feb 18, 1 mtg Matthew Kohler, MBA, Owner/President, Baja Tan, LLC Process Page 38.

For more information visit uclaextension.edu/accelerated. Enroll at uclaextension.edu or call (310) 825-9971 Business, Management & Legal 25 Online Courses Business Economics, For technical requirements see page 4. Math, and Statistics Courses of Interest to EEFederal Income Taxation m For more information call (310) 206-1708 X 127 Management 4 units c email [email protected]. Pre‑MBA Students 39.5 hours of MCLE credit available. Accepted by the Certified Financial Planner Board of Standards, Inc. All X 1-199 and X 400-level 4-unit courses These courses provide an ideal foundation for anyone preparing for the for 30 hours of continuing education. can be applied toward the General Business GMAT or who needs general business courses to round out an applica- Prerequisite: X 1A and X 1B Principles of Accounting, Studies Certificate. or consent of instructor. Core course in the Taxation tion. In addition, they offer degree credit that is transferable to all UC Certificate. Required course in the Accounting Certifi- EEBusiness Economics campuses and many other universities. cate. Enrollment limited. For more information see X 100 Management 4 units c page 23. & This course examines the effort of the enterprise to Visit uclaextension.edu/pre-mba to learn more about these courses. Reg# W8736B secure profits and the nature of demand for its prod- Through Dec 11: $555 / After: $605 ucts. Topics include cost and production, allocation of Offered This Quarter Business Statistics (X 115) m Jan 11-Mar 28 resources through competition, forms of market com- ++Principles of Accounting (X 1A & X 1B) Page 26. Wendy Walston Achilles, PhD, CPA petition, relation of size to efficiency, markets for pro- Reg# W8738B ductive factors, incentives and growth, and capital Page 18. ++Basic Managerial Finance (X 130A) Through Dec 11: $555 / After: $605 budgeting. Various concepts of algebra and statistics Jan 11-Mar 28 may be used in the analysis of economic theory. ++Business Economics (X 100) Page 29. Dana N. Leland, PhD Business-related elective in the Accounting Certificate. This page. Management Theory, Policy, and Required course in the Business Administration and EEInternational Taxation m Business Fundamentals Certificates. & ++Mathematics for Management (X 110) Process (X 190) X 427.121 Management 4 units Reg# W8745B This page. Page 38. This course is for accounting, tax, and finance profes- Through Dec 10: $429 / After: $469 sionals; international business managers; and lawyers UCLA: 2238 School of Public Affairs Bldg. ++Business Law (X 108) who work with cross-border transactions involving the Tue 6:30-9:30pm, Jan 10-Mar 27, 12 mtgs Page 39. United States. Instruction explores the application of Nguyen T. Quan, PhD, Principal, Golden State Water U.S. tax law to U.S. individuals and entities conducting Company ++Marketing Principles and Practices transactions outside the U.S. as well as foreign individu- (X 160) als and entities conducting transactions in the U.S. EEMathematics for Management Topics include the distinction between U.S.- and for- X 110 Management 4 units c Page 40. eign-source income: taxation of U.S.-controlled foreign This course provides a fundamental background for ++ corporations, international tax treaties, taxation of administrators in the public and private economic sec- Advertising Principles and Practices cross-border acquisitions, the foreign tax credit, and tors, as well as a solid review of pre-MBA mathematics. (X 163) transfer pricing. Students leave the course with an Topics include linear and matrix algebra (with special Page 40. understanding on how U.S. tax law applies to interna- emphasis on demand/supply and cost/revenue analysis) tional transactions and how to identify the key interna- and differential calculus. Students are encouraged to tional tax issues that must be addressed. Students also bring in examples of mathematical applications based + learn the general concepts and policies that compose on their professional experiences. Business-related +Also offered online. the international elements of the U.S. tax code. For elective in the Accounting Certificate. Required course technical requirements see page 4. Prerequisite: X 127 in the Business Administration Certificate. & Federal Income Taxation, equivalent experience, or Reg# W8746B consent of instructor. Required course in the Taxation Through Dec 11: $455 / After: $499 Certificate. Enrollment limited. & UCLA: 2238 School of Public Affairs Bldg. Reg# W8939B Wed 6:30-9:45pm, Jan 11-Mar 28, 12 mtgs General Business Certificates Through Dec 11: $555 / After: $605 Bijan Raphael, MA, PhD Jan 11-Mar 21 Business Fundamentals Certificate Steve Rubens, JD, MBA EEBusiness Applications of Calculus X 410 Management 3 units This 9-course certificate is offered EETaxation of Corporations and This course examines the applications of differential to students who want a structured Shareholders m and integral calculus to the study of business and overview of management principles. X 427.8 Management 4 units economics. Topics helpful to students who need a pre- Drawing on financial, economic, 34 hours of MCLE credit available. MBA review of calculus principles and applications also and organizational disciplines, the Prerequisite: X 127 Federal Income Taxation, equivalent are covered. & pro­gram provides students with a experience, or consent of instructor. Required course in Reg# W8747B the Certificate in Taxation. Business-Related Elective in Through Dec 23: $385 / After: $419 strong introduction to the business the Certificate in Accounting Enrollment limited. For UCLA: 2238 School of Public Affairs Bldg. environment.­ more information see page 24. & Mon 6:30-9:30pm, Jan 23-Mar 26, 9 mtgs Reg# W9577B (no mtg 2/20) Business Administration Certificate Through Dec 18: $555 / After: $605 Bijan Raphael, MA, PhD This 17-course structured certificate Jan 18-Mar 28 Mark S. Hoose, Esq., Attorney at Law is designed for students planning to pursue careers in business as well as Business Ethics m experienced professionals seeking 891.02 Management 1.8 CEU skill enhancement. It provides a Enrollment limited to 25 students. Students in certain strong foundation in business prin- Business and Management Certificates are required to successfully complete this seminar to receive their ciples, including the tools of business certificate. For more information see page 26. General Business Studies Certificate analysis, business fundamentals,­ and Reg# W9261B This flexible 9-course certificate management theory. Through Dec 9: $175 / After: $189 is designed for those who want a For more information about these Jan 9-30 self-directed curriculum and the Chris N. Economo, MBA programs call (310) 206-1654 or opportunity to specialize in a field Reg# W9262B visit ­uclaextension.edu/bam. Through Feb 14: $175 / After: $189 of concentration. This certificate Mar 14-28 c UC credit; see page 149 is intended for individuals whose Chris N. Economo, MBA unique per­sonal interests or profes- m Online course sional goals may require them to e Not available passed/not passed design their own program from a wide variety of business courses. & Text required; see page 148 M Course held during daytime hours 26 Business, Management & Legal Enroll at uclaextension.edu or call (310) 825-9971 Online Courses Business Ethics For technical requirments see page 4. Short on Time? EEEthics in Accounting Select a Seminar or Short Course EEBusiness Economics m X 423.422 Management 2 units X 100 Management 4 units c Required course in the Accounting Certificate. Enroll- Business-related elective in the Accounting Certificate. ment limited; enrollment prior to the first class required. Introduction to QuickBooks Ethics for Human Resources Required course in the Business Administration and Attendance at first class is mandatory. Visitors not Page 21. Professionals Business Fundamentals Certificates. Enrollment limited. permitted. For more information see page 20. & Page 34. For more information see page 25. & Reg# W9313B Tax Strategies for Building and Reg# W8807B Through Dec 26: $335 / After: $369 Maintaining Wealth Project Management That Works Through Dec 11: $555 / After: $605 UCLA: 2434 Physics & Astronomy Bldg. Thu 6:30-9:30pm, Jan 26-Mar 1, 6 mtgs Page 24. Page 38. Jan 11-Mar 28 Britt Hastey, MS, MBA, Vice Chair, Business Adminis- Kip Dellinger, BBA, CPA Business Ethics Coaching and Mentoring Employees tration Department, Los Angeles City College Seminars This page. Page 38. EEMathematics for Management m c Alternative Energy in Global Business Moving from Debt to Wealth on X 110 Management 4 units Business-related elective in the Accounting Certificate. Business Ethics 891.02 Management 0.6 CEU Page 27. Any Income Required course in the Business Administration Certifi- (Includes course materials and lunch.) cate. Enrollment limited. For more information see Page 44. We face an increasing number of ethical issues in the Electric Vehicles and Infrastructure page 25. & Investing in Mutual Funds and ETFs business world and in our personal lives. The business Page 27. Reg# W8808B scandals of recent years have highlighted the impor- Page 44. Through Dec 11: $555 / After: $605 tance of ethical behavior in the business environment. Sustainable Social Media Jan 11-Mar 28 For CEOs and all business professionals, a solid ethical Page 27. Ethics in Personal Financial Planning Jesse Overall, IV, PhD, Member of the Technical Staff, foundation must be the basis from which one builds a Rigel^3 Group Page 46. business career. This seminar covers the elements Making Your Message Clear necessary to make ethical decisions by defining the key Recruiting and Coordinating EEBusiness Statistics m definitions, issues, and theories of business ethics. Page 27. c Celebrities/Talent for Special X 115 Management 4 units Through class discussions and case studies, students Public Speaking for the Private This course explores elements of probability, probability explore the theoretical foundations of business ethics Events, Spokespersons, and distributions, estimation and confidence intervals, Person and learn how to develop an ability to recognize and Product Promotions hypothesis testing, simple and multiple linear regression, address ethical questions. Practical applications of busi- index numbers, and time series analysis. Descriptive and Page 28. Page 47. ness ethics, including a review of ethical responsibilities inferential methods for analyzing and interpreting quan- and relationships between organizational departments, Managing Conflict and Disagreement The 1-Day Real Estate Boot Camp titative and qualitative data are applied to strategic and management, and the public, also are discussed. Stu- tactical business issues and decisions. Techniques for Page 28. dents leave the seminar with a better understanding of Page 50. using statistical software and the data analysis capabili- the challenges of ethical business practices. All business ties of Microsoft Excel are integrated throughout the Best Practices in Negotiation How to Invest Profitably in and management certificate students must successfully course. For technical requirements see page 4. Prereq- complete this seminar to receive their certificate. Enroll- Page 29. Real Estate Loans uisite: X 110 Mathematics for Management or consent ment limited; no enrollment at the door. Students must Page 50. of instructor. Business-related elective in the Accounting arrive no later than 9am. Financial Modeling and Applications: Certificate. Required course in the Business Administra- Tips and Techniques Using Excel Reg# W9207B Buying and Managing Apartment tion Certificate. Enrollment limited. & Through Jan 18: $175 / After: $189 Page 31. Buildings for Profit Reg# W8809B Westwood: 217 Extension Lindbrook Center Through Dec 11: $555 / After: $605 ✷✷Sat 9am-4pm, Feb 18, 1 mtg Introduction to the Stock Market Page 50. Jan 11-Mar 28 Matthew Kohler, MBA, Owner/President, Baja Tan, LLC , PhD, MBA, President, Psyckey Page 32. Starting Your Own Restaurant Teri A. Denson Enterprises Ethics in Personal Financial Planning Technical Stock Market and Page 50. 833.379 Management 0.7 CEU m Stock Analysis EEMath for Finance Accepted by the Certified Financial Planner Board of X 410.21 Management 4 units Standards, Inc. for 2 hours of continuing education. Page 32. This course provides an overview of key mathematical 6.75 hours of MCLE credit available. concepts used in corporate finance, economics, and (Includes course materials.) investments. Topics include simple and compound inter- Required course in the Personal Financial Planning est; time value of money; amortization; exponential Certificate. Enrollment limited to 35 students. Advance growth; combination and permutation analysis; probability; enrollment is highly recommended. Single admission at statistical measures of central tendency and dispersion; the door, space permitting; payment by credit card only. problem solving and mathematical reasoning; and addi- For more information see page 46. tional topics covering linear programming, statistics, graph Reg# W9355B Taking the GRE Make Your theory, and game theory. Students also are exposed to Through Feb 3: $139 / After: $150 Poisson Theory, Monte Carlo simulation, options pricing, Westwood: 209 Extension Lindbrook Center or GMAT Soon? Classroom and an overview of the mathematics behind hedging ✷✷Sat 9am-4pm, Mar 3, 1 mtg theories. Students leave the course able to understand David R. Bergmann, BS, CFP®, EA, CLU, ChFC, and apply basic concepts of probability, including condi- Managing Principal, The David R. Bergmann Group Prepare the Smart Way Come Alive tional probabilities, and their relationship to independence; with UCLA Extension understand statistical measures of central tendency and Test Prep Courses Our award-winning Instructor dispersion and their implications; and successfully engage Online Courses Development Program offers in systematic reasoning and mathematical problem solv- workshops on teaching and pre- ing. Students should have an understanding of intermedi- For technical requirements see page 4. Smart people are prepared. ate or advanced algebra. For technical requirements see sentation skills for new and Smarter people prepare page 4. Prerequisite: X 1A and X 1B Principles of Business Ethics m with UCLA Extension test returning UCLA Extension Accounting Enrollment limited. & 891.02 Management 1.8 CEU preparation courses. instructors. Reg# W8810B Enrollment limited to 25 students. Students in certain Through Dec 18: $555 / After: $605 Business and Management Certificates are required to Today, getting accepted into Offered This Quarter Jan 18-Mar 28 successfully complete this seminar to receive their a graduate program takes a Storytelling: A Tool for Learning m Nicholas H. Nucho, MBA, Senior Partner, DNM certificate. For more information see this page. Associates competitive edge. Get that Instructors Solutions Group m Reg# W9261B edge with one of our courses. Through Dec 9: $175 / After: $189 Planning the Total Course Jan 9-30 For information see page 79, Chris N. Economo, MBA Visit uclaextension.edu/idp, email call (310) 983-1181, or visit Reg# W9262B [email protected], or uclaextension.edu/testprep. Through Feb 14: $175 / After: $189 call (310) 825-4851 for details. Mar 14-28 Chris N. Economo, MBA Enroll at uclaextension.edu or call (310) 825-9971 Business, Management & Legal 27

EEEthics in Accounting m Reg# W9182B X 423.422 Management 2 units Through Dec 21: $175 / After: $189 (Completion or near completion of Group A Account- Westwood: 202 Extension Lindbrook Center ing Core Courses is recommended.) ✷✷Sat 9am-12pm, Jan 21 & 28, 2 mtgs Internships Required course in the Accounting Certificate. Enroll- Beverly W. Macy, BA, CEO, Gravity Summit, Inc.; ment limited. For more information see page 20. & author of The Power of Real-Time Social Media Broaden Your Skills with Real-World Experience Reg# W9107B Marketing­ ; UCLA Extension Distinguished Instructor Through Jan 1: $315 / After: $345 Award, 2010 Internships provide students with practical application of material Feb 1-Mar 7 studied in their declared programs and are available in the following David Reinus, MBA, CPA, owner, David Reinus, CPA Online Courses areas. These internships are also available to students in other academic For technical requirements see page 4. programs who qualify. Visit uclaextension.edu/baminternships. Business Principles of Sustainability II: Certificate students are eligible for discounted course fee. Economic Dimension m Sustainability X 401 Management 4 units Accounting Human Resources Management Gain a broad exposure and intimate knowledge of the Page 20. Page 35. Alternative Energy in Global Business business aspects of sustainability through real-world 800 Management 0.6 CEU business case studies. Key elements of this course Finance International Trade and Commerce Discover renewable technologies and business oppor- include identifying practical tools, measuring perfor- tunities that are propelling alternative energy industry mance, and reviewing best practices. Upon completion, Page 30. Page 37. growth worldwide. Learn the intricacies of real-world you have an understanding of the challenging and often Personal Financial Planning Marketing and Advertising projects and the surrounding regulatory, financing, and competing interests between businesses, regulatory, government initiatives that enable project development. social, and technological efforts occurring globally. For Page 45. Page 41. Topics include ocean, hydroelectric, biomass and biofu- technical requirements see page 4. Prerequisite: X 400 els, geothermal, wind, and solar technologies, as well as Principles of Sustainability I: Environmental Dimension. To request an application Public Relations policies that support or hinder the growth of the industry. Core course in Global Sustainability Certificate. & for the above subject areas, Elective course in Global Sustainability Certificate. Page 46. Reg# W9248B contact Yvette de la Cruz at Advance enrollment required; no enrollment at the door. Through Dec 18: $579 / After: $635 [email protected]. Real Estate Reg# W9349B Jan 18-Mar 28 Page 49. Through Feb 24: $155 / After: $165 James Bassett, PhD, Senior Member, Environmental UCLA: 5272 Boelter Hall Affairs Committee, Santa Monica Chamber of Commerce To request an application for ✷✷Sat 9am-4pm, Mar 24, 1 mtg the above subject areas, contact Enrollment deadline: Mar 23 Sustainability Roadmap: Developing Adrian Tylim, MS, President, All Energy Matters, Inc. Your Business Action Plan m Eric Hubert at (310) 825-1238 X 402 Management 4 units or [email protected]. Electric Vehicles and Infrastructure Take a step-by-step approach to creating a sustain- 851 Management 0.6 CEU ability business plan. In this course, you gain a working This course examines the perspectives of consumers, knowledge of developing strategy, setting priorities, and manufacturers, utilities, and federal and state depart- establishing management systems for long-term sus- ments of transportation on electric vehicle adoption tainability. Practical methods are presented along with worldwide, and explores the range of electric vehicle explicit instructions for their implementation. Case choices with emphasis on the requirements, benefits, examples provide illustrations of successful sustain- and drawbacks of each, plus the role of hybrid technol- ablity plan development and application in a variety of EEGreen Marketing Strategies m ogy. Students learn about regulations currently in place industries. Elective course in Global Sustainability X 480.5 Management 4 units Communication Skills that govern electric vehicles and review upcoming leg- Certificate.­ For technical requirements see page 4. What’s red hot in marketing today? Being “green.” As For more information call (310) 825-4192 or islation that will shape tomorrow’s transportation tech- Enrollment limited. & business becomes more aware of the need to be email [email protected]. nologies and choices. A broad-ranging review is offered sustainable and green becomes vogue, marketers need Reg# W9298B of infrastructure requirements, including charging and to help companies with this effort. Today’s marketing Through Dec 19: $555 / After: $605 battery swapping stations, and analysis of opportunities professional needs to do more than sell products, they Jan 19-Mar 29 General/Interpersonal/ and requirements of a proposed green interstate system need to be part of the cultural shift and move toward James Bassett, PhD, Senior Member, Environmental that would allow new, innovative neighborhood electric more sustainable practice. But there are pitfalls. Learn Affairs Committee, Santa Monica Chamber of Commerce Small Group vehicles (NEVs), medium-speed electric vehicles how to avoid being labeled a “green washer.” Learn (MSEVs), and low speed electric vehicles (LSEVs) access New Course what it is to be green and how to integrate sustainable Making Your Message Clear to intercity and interstate routes. Elective course in strategies into marketing practice that will improve the 802.3 Management 0.6 CEU Global Sustainability Certificate. EECarbon Management for Business and bottom line. This course analyzes the current market Whether you are speaking to an audience of 1 or 100, Reg# W9266B Home: What Do You Do after You situation and its opportunities, providing practical solu- identifying your message and staying focused on it is Through Feb 10: $155 / After: $165 Change the Light Bulbs? m tions, case studies, and examples that demonstrate very important to clear and effective communication. In UCLA: 5272 Boelter Hall X 420 Management 4 units how innovation is the key to sustainability and to con- this one-day public speaking workshop, learn skills to ✷✷Sat 9am-12pm, Mar 10 & 17, 2 mtgs As the world moves towards a low-carbon economy, sumers’ hearts. For technical requirements see page avoid the pitfalls of self-conscious thinking, use defen- Enrollment deadline: Mar 9 reducing carbon emissions in the workplace is critical 4. Elective course in Global Sustainability Certificate. sive listening, and keep from veering-off course unnec- Michael Boehm, Partner, HB Sustain to driving cost savings, productivity, and efficiency Enrollment limited; early enrollment advised. & essarily, all in a safe environment. You learn techniques Dean Adams Curtis, MA gains. This course focuses on understanding carbon Reg# W9179B that can help you get to the point, organize your emissions in business operations and developing the Through Dec 19: $555 / After: $605 thoughts, and present your products and ideas in a way Sustainable Social Media skills to identify opportunities and create customized Jan 19-Mar 29 that persuades and connects you with your listener. All 860.398 Management 0.6 CEU carbon management action plans that increase your Alexandre P. Nascimento, MBA, PMP exercises are based on everyday conversational and Under pressure from consumers, shareholders, and business’s value. Elective course in Global Sustainability job-related topics. You leave this interactive workshop government bodies to develop green strategies, orga- Certificate. For technical requirements see page 4. Integrating a Green Business with a set of skills for speaking clearly and effectively, nizations are using consumer-driven social networking Enrollment limited. Strategy m on and off the job. and media to communicate these strategies. Although Reg# W9350B X 483.5 Management 4 units Reg# W9184B adding “green” claims and eco-labels to your marketing Through Dec 18: $555 / After: $605 Study key trends in the emerging field of sustainable Through Jan 25: $155 / After: $165 may enhance brand image, how can companies who Jan 18-Mar 28 business strategy. Environmental issues are playing a Westwood: 202 Extension Lindbrook Center are taking sincere environmental initiatives market Zeph Phillips, Executive General Manager, Carbon larger role in various areas of business strategy, including ✷✷Sat 9am-4pm, Feb 25, 1 mtg themselves credibly? Smart green brands are taking Management International, Inc operations, balance sheet management, legal compli- Pamela Kelly, MA, PK Communications Skills Training advantage of the new and dynamic consumer-driven ance, and marketing. Instruction discusses the relevance and Coaching social networking environment. Learn how to use social EEIntegrating Sustainability into of this developing area and reviews theories on the media tools to enhance your brand in an environment Financial Reporting m design and implementation of business strategies that that is ideal for emerging products, social causes, and X 423.423 Management 4 units incorporate the principles of sustainability. The format of lifestyle brands. This intensive two-day course uses Elective course in Global Sustainability Certificate. the course includes interactive discussions among par- case studies and examples to highlight how companies Enrollment limited. For more information see ticipants on reading material and case studies. Students and brands are taking advantage of these new tools page 22. & also complete a green business strategy project in their and help you get started. Prerequisite: Familiarity with Reg# W9109B field of interest. For technical requirements see page 4. social media tools and techniques. Elective course in Through Dec 18: $555 / After: $605 Elective course in Global Sustainability Certificate. Global Sustainability Certificate. Internet access Jan 18-Mar 28 Reg# W9180B required to retrieve course materials. Jess Stern, CPA, LLC Through Dec 17: $555 / After: $605 kkk Jan 17-Mar 27 Steve Rubens, JD, MBA 28 Business, Management & Legal Enroll at uclaextension.edu or call (310) 825-9971 Reg# W9194B Intensive Grammar and Through Feb 15: $315 / After: $345 Punctuation Review m Westwood: 211 UCLA Extension Bldg. X 401.6 English 4 units Starting or Growing ✷✷Thu & Fri 9am-4pm, Mar 15 & 16, 2 mtgs This tutorial is intended for anyone who writes, edits, Joseph P. Reynolds, BA, MDiv/STM, Director, JPR prepares final copy, or is interested in the structure Communication and use of the English language. The basic rules that Your Business apply to virtually every piece of writing are presented, The Dynamics of as well as the fine points that occur infrequently but Key Courses for Today’s World Interpersonal Communication cause trouble when they do. Topics include a thorough X 482.7 Communication 4 units review of the parts of speech, basic grammar con- Have you been thinking about starting a new business or expanding In today’s fast-paced, highly competitive business cepts, word usage, and spelling. Basic punctuation world, it is more important than ever to recognize and an existing one? Learn the key concepts to product ideation, business also is covered. For technical requirements see study the significant role communication plays in our page 4. Enrollment limited. & plan writing, strategy, and entrepreneurial marketing from the business lives. How well we communicate greatly Reg# W9172B following courses: determines how successful we will perform on the job Through Dec 31: $555 / After: $605 and our level of personal job satisfaction. This course Jan 31-Mar 27 Entrepreneurship and New Venture is designed for individuals at all levels in all types of Zal Phiroz, MBA, Manager, Procter & Gamble businesses who desire to polish and/or develop addi- Formation tional communication skills in formal and informal Business Writing m Page 29. settings. Through interactive discussions, activities, and X 418I English 4 units role playing, participants explore conflict resolution, This online course introduces basic writing strategies Developing a Business Plan giving/receiving criticism, defensive communication, for busy professionals who write critical reports, assertiveness, focused listening, nonverbal communica- Page 29. memos, and letters. Instruction develops skill in elimi- tion, self-esteem, team building and delegating work, nating writer’s block, getting to the point, and reducing Creating a Successful Business empowerment, small-group dynamics, management the need for rewrites. A variety of sample writings are and sales strategies, customer service, problem-solving used to illustrate effective strategies. Part of the course Page 29. and negotiation, intercultural communication, interview- is devoted to writing and editing student-generated ing, and power and authority. Developing a New Business papers (letters, memos, reports). The instructor encour- Reg# W8998B ages sharing relevant experience. For technical require- Page 29. Through Dec 10: $425 / After: $465 ments see page 4. Enrollment limited. & UCLA: 154 Dodd Hall New Business Development and Reg# W9176B Tue 7-10pm, Jan 10-Mar 20, 11 mtgs Through Dec 17: $555 / After: $605 Pitching the Perfect Presentation Joseph P. Reynolds, BA, MDiv/STM, Director, JPR Jan 17-Mar 13 Communication Page 42. Judy Shane, MA, communications consultant, Judy Shane Communications Starting Your Own Restaurant Writing Page 50. Business Communications X 109 Management 4 units c Entrepreneurship Communication, whatever method used, needs to For more information call (310) 825-2012 or inform. In the business environment writing clear, email [email protected]. concise, comprehensible copy is critical to success. In this course, learn techniques for clarifying purpose, Certificates: Working through the Fear Public Speaking for the Private understanding readers, and organizing ideas. Through General Business Studies with Concentration in-class writing exercises, you practice proven strate- in Entrepreneurship of Public Speaking Person gies for overcoming writer’s block and creating concise, 825 Speech 2.7 CEU 831.10 Management 0.6 CEU Business Administration with Concentration appropriate, and grammatically correct work. Practice in Entrepreneurship Professionals who must make presentations as part of This unique seminar, designed for professionals and exercises include editing and writing letters, memos, their work often are unprepared to deal with the fear others who must engage in public speaking by default, reports, email messages, summaries, resumes, and For more information call (310) 206-1654 or they experience in speaking before an audience. This redirects the art of public speaking from the podiums cover letters. Vocabulary development, using correct visit uclaextension.edu/bamcert. course provides each participant with a solid foundation of the world into offices and neighborhoods of daily life. grammar and punctuation, techniques for reducing in public speaking that is specific to each individual’s If you are too shy to initiate conversation or are para- writing time, and proofreading also are addressed. EE personality and style. Topics include methods for prepar- lyzed by fear when asked to speak, this course will help Enrollment limited to 25 students. Internet access Fundamentals of Business ing and delivering a presentation, connecting with an you break through the barriers. It is also for those who required to retrieve course materials. & Administration and Management audience, the dynamics of voice and pacing, and the use want to learn how to create powerful correspondence, X 410.53 Management 4 units Reg# W8993B of gestures and props. Individual presentations take be successful at networking, and improve overall A majority of businesses fail within the first 2 years, and Through Dec 12: $425 / After: $465 place in a supportive environment with acknowledgment, comfort in public speaking situations. Class participa- a significant percentage of the initial survivors don’t last UCLA: 3126 Rolfe Hall evaluation, and direction from the instructor. & tion is expected. Advance enrollment required; no much longer. There are many reasons for this, including Thu 6-9pm, Jan 12-Mar 29, 12 mtgs enrollment at the door. inexperienced management, lack of sufficient capital, Reg# W9001B Julianne Fowler, MA, management consultant; author Through Dec 11: $465 / After: $510 Reg# W9185B failure to do proper marketing, and a lack of financial UCLA: 3134 Rolfe Hall Through Feb 3: $155 / After: $165 competency. The bottom line is that most managers Wed 6:30-9:30pm, Jan 11-Mar 14, 10 mtgs Westwood: 202 Extension Lindbrook Center Online Courses don’t know how to properly systematize, structure, and Pamela Kelly, MA, PK Communications Skills Training ✷✷Sat 9am-4pm, Mar 3, 1 mtg manage their businesses. They don’t know because and Coaching DeBorah Pryor, BA, President, The Art of For technical requirements see page 4. they’re not aware of where or how to find this informa- Communication tion. This course is designed to teach students how to How to Talk to Anybody Technical Writing m structure properly, systematize, and manage a business 830 Communication 1.5 CEU Managing Conflict and Disagreement X 439.1A1 Management 4 units of any size or type, service or product, and in any This six-week course offers techniques for communi- 893 Management 1.2 CEU This tutorial is designed for beginning technical writers, industry. In addition to covering business concepts and cating effectively with confidence and ease in your Managing conflict is a critical part of every manager’s those interested in a technical writing career, and fundamentals, the course stresses application to real- social, family, and business relationships. Instruction and supervisor’s job. This highly interactive seminar technical specialists who write documents as part of world situations and problems. Actual examples from a focuses on sound interpersonal communication prin- provides you with practice in the basics of using key their job. Instruction covers the stages of document variety of current sources, such as newspapers and ciples that enable you to talk tactfully, intelligently, techniques to resolve conflict in today’s organizations. preparation from concept to print: audience analysis, magazines, are analyzed and discussed. Required spontaneously in a variety of situations and to a broad You assess your own conflict management styles and document planning, gathering information, formatting course in the Business Administration Certificate. range of people. Topics covered include, dealing with practice effective communication and listening tech- documents, drafting and revising, and managing the Enrollment limited. & social anxiety, being more dynamic in meetings, social niques, trust building, and constructive framing of issues review cycles. Students learn how to evaluate docu- Reg# W8805B groups and in daily interactions with others. This highly to assist in resolution. Conflict strategy choices include ments for usability and tailor a document’s style, format, Through Dec 9: $425 / After: $465 interactive course equips you to engage effectively and claiming maximum value for self or creating value for all and content to a technical and nontechnical audience. UCLA: 162 Royce Hall comfortably with almost anyone. parties. Negotiation techniques include identifying issues Students analyze documents, complete a series of Mon 6:30-9:30pm, Jan 9-Mar 26, 11 mtgs Reg# W9000B and interests, compromise, trading off interests, and writing assignments, and plan/draft one short technical (no mtg 1/16 & 2/20; 1 mtg to be arranged) Through Dec 17: $255 / After: $275 packaging proposals. You also explore the impact of document. For technical requirements see page 4. Enrollment deadline: Jan 30 Westwood: 214 Extension Lindbrook Center different values and expectations in producing conflict, Enrollment limited. & Ira S. Kalb, MBA, President, Kalb & Associates Tue 6:30-9pm, Jan 17-Feb 21, 6 mtgs including the common conflicts of independence vs. Reg# W9177B Debra Magit, actor and performance coach group cohesion and rules/structure vs. flexibility. The Through Dec 18: $555 / After: $605 instructor demonstrates tools and techniques and Jan 18-Mar 14 assists in group exercises and role playing. Judy Shane, MA, communications consultant, Judy kkk Shane Communications Enroll at uclaextension.edu or call (310) 825-9971 Business, Management & Legal 29

EEAccounting for Non-Accountants EECreating a Successful Business X 429 Management 4 units X 497.80 Management 4 units Finance and For more information see page 21. & The key to reducing the risks and increasing the Are You Reg# W9315B chances of success in business is to develop a busi- Investments Through Dec 10: $425 / After: $465 ness model that delivers unique value. To accomplish Completing Your UCLA: 1264 School of Public Affairs Bldg. this you must be able to objectively analyze the com- Tue 6:30-9:30pm, Jan 10-Mar 27, 12 mtgs petitive landscape, and innovate and articulate your Certificate? Finance J. Darrell Lindgren, BS, CPA (inactive) unique value so you can implement a strategy and anticipate the financial rewards. This course examines For more information call (310) 206-1689 or email To take part in Extension’s 2012 EERetail Development the essential elements of success. Designed for busi- [email protected]. X 432 Management 4 units ness owners, key executives, managers and those Graduation Ceremony in June, Designed for retailers and manufacturers, this course developing a business, the course teaches participants you must be officially enrolled Those students planning to pursue a career as examines current strategic retail processes and pro- how to define a business model and strategy that in your desired certif­icate by a financial professional are advised to enroll vides tools to create, maintain, and grow a winning equips their company to thrive, even in intensely com- in the Finance Certificate. petitive industries. Instruction explores methodologies, February 15, 2012 and have com- business strategy. Classes are broken into modules that pleted your program between focus on strategy assessment, developing required key tools, and techniques from business such bestsell- EEBasic Managerial Finance retail core competencies, concept development and ers as Blue Ocean Strategy and Good to Great. Partici- Fall 2011 and Summer 2012. X 130A Management 4 units c pants learn the importance of value and execution. positioning, business programming and design, and If you meet the above criteria 34 hours of MCLE credit available. retail implementation. Each section is taught by industry Topics include competitive analysis, creating and This course covers the methods and sources of financ- professionals and provides practical applications in defining a unique selling advantage, identifying the call (310) 206-1654 or email ing business firms—large and small, corporate and retail development processes. customer, and honing a strategy. Real-world situations [email protected] noncorporate. Topics include financial planning proce- are used for examples of application. Participants leave to save your spot at graduation. dures, common financial arrangements and practices, Reg# W9589B with the tools to develop a business model and strategy Through Dec 12: $425 / After: $465 and guidelines for formulating decisions on financial that creates value and allows them to work on their problems and establishing policy. The social, legal, and Downtown Los Angeles: 261 S. Figueroa St., business instead of for their business. Figueroa Courtyard, Suite 100W, & economic effects of various financial alternatives also Classroom 107A Reg# W8813B are examined. Prerequisite: X 1A and X 1B Principles Thu 6:30-9:30pm, Jan 12-Mar 22, 11 mtgs Through Dec 11: $425 / After: $465 of Accounting or consent of instructor. Required course Enrollment deadline: Jan 26 UCLA: 3178 Bunche Hall in the Finance, Business Fundamentals, and Business Donna Lombardo, National Sales Manager, Major Wed 6:30-9:30pm, Jan 11-Mar 21, 11 mtgs Administration Certificates. Business-related elective in Accounts, Connected Showroom Enrollment deadline: Jan 25 the Accounting Certificate. & C. Scott Hindell, Principal, Hindell Consulting Online Courses Reg# W9259B EE Through Dec 10: $425 / After: $465 Entrepreneurship and For technical requirements see page 4. New Venture Formation Seminars UCLA: 2242 School of Public Affairs Bldg. X 497.52 Management 4 units Tue 6:30-9:30pm, Jan 10-Mar 27, 12 mtgs EEFundamentals of Business Instructor to be announced 33 hours of MCLE credit available. Best Practices in Negotiation Administration and Management m This course surveys the factors essential for turning a 897.90 Management 1.2 CEU X 410.53 Management 4 units EE “great idea” into a successful business and explores Everyone negotiates, but some are better at this vital Advanced Managerial Finance various benefits/costs of sole proprietorships, partner- Elective course in the Business Fundamentals Certifi- X 130B Management 4 units c skill than others by virtue of training and experience. cate. Required course in the Business Administration ships, corporations, and franchises. Topics include Those who excel are more likely to set and reach ambi- This course presents theories and their applications market surveys, site analysis, permits and licenses, Certificate. Enrollment limited; early enrollment advised. to demonstrate the advanced implementation of tious goals, apply for and get better jobs, gain higher For more information see page 28. & patents and protection of ideas, risk management, legal compensation, earn larger raises, and receive more corporate finance. Students analyze stock and bond requirements and regulations, capital requirements and recognition, while benefiting their companies by inter- Reg# W8789B valuations, capital budgeting and working capital financing sources, determining the costs and prices of acting more effectively with customers, vendors, Through Dec 18: $555 / After: $605 management, leasing, option pricing, risk/return, cost goods and services, advertising and marketing, record management, and colleagues. Participants learn the Jan 18-Mar 28 of capital, financial forecasting, capital structures, keeping, and lines of credit and cash flow requirements. best techniques for striking better bargains, making James A. Tischler, MBA, CEO, SomeBeach SunWare, dividend policy, and investment banking. The implica- Participants’ ideas and business strategies are evalu- lasting agreements, and sustaining positive relation- LLC tions of market responses to major financial strate- ated in a supportive classroom environment. & gies also are examined. For technical requirements ships, as well as learning to recognize and counter the m Reg# W8811B tactics of their counterparts while pursuing their agen- EEDeveloping a New Business see page 4. Prerequisite: X 130A Basic Managerial Through Dec 12: $425 / After: $465 das and requirements more effectively and smoothly. X 497.59 Management 4 units Finance or consent of instructor. Elective course in UCLA: 190 Royce Hall Equally important, students learn to become more savvy Designed for individuals or partners who are starting or the Finance Certificate. & Thu 6:30-9:30pm, Jan 12-Mar 22, 11 mtgs consumers in critical negotiating scenarios, including have started a new business, students in this course Reg# W9260B Enrollment deadline: Jan 26 buying, selling, and financing cars and housing, as well learn the realities of starting and managing a new Through Dec 12: $425 / After: $465 Wilton Paul Risenhoover, MBA, CEO, RobotDough as other “big ticket” situations. & business, from idea to operation. The course employs UCLA: 2232 School of Public Affairs Bldg. simulation techniques and a disciplined process for Software Corp. Reg# W8814B Thu 6:30-9:30pm, Jan 12-Mar 29, 12 mtgs developing a business that includes planning, research, Through Jan 4: $285 / After: $309 Instructor to be announced testing of viability, problem solving, decision making, EEDeveloping a Business Plan Westwood: 209 Extension Lindbrook Center and operation. Working individually and in teams, stu- X 497.54 Management 4 units ✷✷Sat 9am-4pm, Feb 4 & 11, 2 mtgs dents gain an understanding and appreciation for (New Accelerated Daytime format.) Enrollment deadline: Feb 4 cooperation, common goal setting, negotiating, and the Those interested in a new or growing business must Gary S. Goodman, PhD, JD, MBA, President, Custom- execution required of any business organization. Par- possess a comprehensive business plan to evaluate the ersatisfaction.com and The Goodman Organization, Inc.; ticipants leave with a working template and guidelines viability of a venture and compete effectively in the author, Six-Figure Consulting marketplace in order to attract sources of financing. It for developing a new business. Topics include how to Technical also is a requirement for companies that want to be identify and qualify a market opportunity, organizing a Introduction to QuickBooks business model, guidelines for a business plan, legal considered for joint ventures with larger corporations 828.44A Management 1.4 CEU Management or those that are transitioning from entrepreneurial to aspects (including protecting the idea), selecting the Enrollment limited to 25 students. Advance enrollment best funding option, venture capital etiquette, and other professional management. This course focuses on all is highly recommended. Single admission at the door, facets of business plan development, including assess- useful tools and resources for creating and operating a Certificates space permitting; payment by credit card only. For more successful business. For technical requirements see ing the competitive environment, developing venture information see page 21. ++ concept and growth strategies, creating marketing page 4. & Government Contract Reg# W9377B approaches, building a cohesive management team, Reg# W8790B Management Through Jan 4: $245 / After: $269 launching operations, and developing financial projec- Through Dec 17: $555 / After: $605 Westwood: 206 Extension Lindbrook Center Jan 17-Mar 27 ++Government Cost Estimating tions. Students create a business plan that addresses ✷✷Sat 8:30am-4:30pm, Feb 4 & 11, 2 mtgs their individual organizational needs. Elective in the Enrollment deadline: Jan 21 and Pricing Crystalynn Shelton, BA, Business Advisor, Small Busi- Frank R. Blair, MBA, Principal, Blair Consulting Group Business Fundamentals Certificate. Required course in ness Development Center, Santa Clarita, CA; Certified Information Technology the Business Administration Certificate. & C. Scott Hindell, Principal, Hindell Consulting QuickBooks Pro advisor Management Reg# W8812B Introduction to QuickBooks m Through Dec 11: $855 / After: $935 ++Project Management Westwood: 415 1010 Westwood Center 828.44A Management 1.8 CEU ✷✷Mon & Wed 1-4pm, Jan 11-Feb 22, 11 mtgs Required text: QuickBooks Learning Guide 2010 by ++Supply Chain Management (no mtg 1/16 & 2/20) Craig, order at journeyed.com, part# 411036. For more Enrollment deadline: Jan 23 information see page 21. & Page 126. Frank R. Blair, MBA, Principal, Blair Consulting Group 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 ++May be taken online. QuickBooks Pro advisor 30 Business, Management & Legal Enroll at uclaextension.edu or call (310) 825-9971

EEBusiness Acquisitions: Reg# W9268B Finance and Strategy Fee: $635 X 430.131 Management 4 units Charles E. P. Wood, MBA, President, C. E. Peterson & Finance Certificate This course is for individual investors looking to acquire Company a small to mid-sized business, or corporate executives The 9-course Finance Certificate is designed to meet the market and professionals looking to expand their company’s EEBehavioral Finance demand for qualified financial professionals. The program is prospects via acquisitions. The course begins with the X 430.137 Management 4 units economics of investing in private equity, including This course is based on the fundamental principle that suited specifically for individuals who want to expand their cur- liquidity of ownership shares, personal wealth concen- the first step to successfully investing your money is rent career prospects or transition into a finance-related ­position, tration issues, passive versus active ownership, and not to lose it. Covering the theory and practice of expected returns. The acquisition process is covered behavioral finance, including a history of financial as well as for recent college graduates who need specific course extensively and includes sourcing acquisition leads and bubbles, scams, and a study of the heuristics (“rules of work for pre-MBA requirements. The certificate also ­provides opportunities; evaluating industry strengths, risks, and thumb”) and biases that drive human behavior, other regulations; and appraising a business in terms of topics in this course include prospect theory, common relevant course work for students considering CFA certification­ financial potential. Due diligence topics include review investment mistakes, the role of randomness in finance, and other industry licenses. of CPA financial statements, internal financial state- retirement planning, and practical applications of ments, tax returns; inventory count; and evaluating a behavioral finance. Also presented are basic principles Students may enroll in the certificate with or without a concen- seller’s motivation for selling and other useful due dili- of traditional portfolio theory, and behavioral finance tration, providing flexibility to tailor the program to match their gence tools. An overview of valuation models include research that suggests there are persistent market adjusting “advertised cash flow” to normalized cash traits that can generate excess returns. Elective course individual goals and career aspirations. In addition to 5 foundation flow; historical price multiples by industry, size, or rate in Finance Certificate. & courses and 4 electives, students must also complete­ the Business of growth; build versus buy analysis; and simple dis- Reg# W9297B counted cash flow models. Structuring topics include Through Dec 11: $425 / After: $465 Ethics seminar. term sheets, stock versus asset sale, forming an UCLA: 161 Dodd Hall acquisition LLC or corporation, structuring seller’s Wed 6:30-9:30pm, Jan 11-Mar 28, 12 mtgs consulting pay and earn-out, and creative offers and John Alexander, BA, MBA the final sale agreement. Financing options also are covered, including working with individual partners, EEAnalysis of Financial Statements banks, mezzanine lenders, venture capitalists, and X 432.3 Management 4 units private equity groups. Students leave the course with This course is intended for financial and credit analysts, an understanding of how to put together a deal, how to CPA or CFA candidates, investors, business managers, minimize overpaying, and how to increase their chances and individuals who are involved in equipment or real of success in a business acquisition. Elective course in estate financing or leasing, or trade credit analysis. The Finance Certificate. & course focuses on the mechanics of financial statement Reg# W9296B analysis including balance sheet and income statement Through Dec 11: $425 / After: $465 analysis, ratio analysis, cash flow analysis, common size UCLA: 1234 School of Public Affairs Bldg. analysis, and trend analysis. Students are expected to Wed 6:30-9:30pm, Jan 11-Mar 28, 12 mtgs analyze and evaluate free cash flow generation, profit- Alec Salemon, BS,Principal,BWS Capital Partners ability, operating efficiency, and the impact of leverage on business risk and return on equity. Prerequisite: X 1A EEFinancial Risk Management and X 1B Principles of Accounting, or consent of instruc- X 430.134 Management 4 units tor. Required course in the Finance Certificate. Business- The trio of crises—housing, credit and financial—have related Elective in the Accounting Certificate. & exposed weaknesses in financial firms’ so-called finan- Reg# W9282B cial risk-management practices. This course deals with Through Dec 9: $425 / After: $465 the ways in which risks are quantified and managed by UCLA: 1222 School of Public Affairs Bldg. Group A Core: Candidacy Fee financial institutions. Among the topics covered are Mon 6:30-9:30pm, Jan 9-Mar 26, 12 mtgs market risk, credit risk, operational risk, the regulation (no mtg 1/16 & 2/20; 2 mtgs to be arranged) 5 Required Courses An application for candidacy and a of banks, and the credit derivatives market. The course Derek D’Sa, MBA nonrefundable fee of $150 must be also focuses on the ways banks and other financial X 130A Basic Managerial Finance submitted by the completion of the institutions measure market risk and control credit and EEInternational Finance operational risk. Additional topics include the new Basel X 433.01 Introduction to Investments second course to officially enroll in X 460.923 Management 4 units II regulatory requirements for banks, the VaR Measure This course provides an introduction to the environment X 432.3 Analysis of this program. For an application, for measuring market risk, hedging techniques used by and tools of international financial management. Topics traders, mathematics of interest rates, economic capital, Financial Statements visit uclaextension.edu/bamcert or include foreign exchange exposure; the financial, tax, call (310) 206-1654. risk adjusted return on capital (RAROC), and a review of economic, political, and legal issues that an interna- X 430.135 Money and Banking the big losses that have occurred in the financial mar- tional financial manager confronts; and financial alter- kets and how they can be avoided. Students are pre- More Information natives and tradeoffs in developing and implementing X 430.134 Financial Risk sented with current up-to-date information related to financial strategies in the context of foreign environ- Management Visit uclaextension.edu/finance financial risk management with practical, real-world ment risks. Case studies examine the use of analytical or call (310) 206-1654. applications. Prerequisite: X 130A Basic Managerial methods for decision making. Prerequisite: X 460.902 Finance and X 433.01 Introduction to Investments. Introduction to International Business and X 130A Ethics Requirement Required course in Finance Certificate. & CFA Designation Basics of Managerial Finance. Elective course in 891.02 Business Ethics Reg# W9263B Finance Certificate. & The Chartered Financial Analyst Through Dec 10: $425 / After: $465 Reg# W9287B May be taken at any time during (CFA) designation is recognized UCLA: 178 Dodd Hall Through Dec 12: $425 / After: $465 the program worldwide, giving employers and Tue 6:30-9:30pm, Jan 10-Mar 27, 12 mtgs UCLA: 175 Dodd Hall Charles E. P. Wood, MBA, President, C. E. Peterson investors a globally relevant standard Thu 6:30-9:30pm, Jan 12-Mar 29, 12 mtgs Group B Electives & Company David E. French, MBA, President, David French & for measuring the competence and Associates, LLC, A Business Strategy Consultancy Total of 4 Courses Required integrity of investment profession- EEInternship in Finance Students may choose one of the als. UCLA Extension’s Certificate X 430.136 Management 5 units The internship provides practical experience in a variety following concentrations: in Finance provides relevant course- of finance-related job functions in either the private or work for those preparing for the Corporate Finance public sector or within a general business environment, Levels I, II, and III CFA exam­ and is an opportunity to apply the material previously Investment Management and inations. For more information studied in your finance courses. Students intern with Analysis about the CFA designation visit sponsoring companies for a minimum of 75 hours. Enrollment limited. International students must contact cfainstitute.org. Real Estate Finance the International Student Office at (310) 825-9351 to c UC credit; see page 149 confirm eligibility. Visitors not permitted. Restricted For Group B electives visit course; web enrollments automatically generate a m Online course uclaextension.edu/finance. “Permission to Enroll” request, after which our advisor will contact you. Students enrolled in the Finance e Not available passed/not passed Certificate qualify for a discounted fee. Mention this to Text required; see page 148 the adviser when contacted. For more information see & page 27. M Course held during daytime hours kkk Enroll at uclaextension.edu or call (310) 825-9971 Business, Management & Legal 31

EEBusiness Valuation m Seminars X 430.132 Management 4 units This course explores the basics of business valuation, Financial Modeling and Applications: including how businesses are valued, how to evaluate Self-Study Online Tips and Techniques Using Excel the credentials of self-styled valuation “experts,” and 831.81 Management 0.7 CEU the quality of the reports they produce. Students learn (Includes course materials.) the 3 methods of valuation, their strengths and weak- Programs and Courses This 1-day seminar, structured in a classroom lecture nesses, and when to apply each. Topics include the format, features primary and intermediate coverage of different standards for business appraisers, the differ- In Finance and Investments Microsoft Excel for users wanting to increase productiv- ent types of discounts and premiums that can be ity and learn valuable new financial modeling tips and applied to value a business, different standards of value Expand your finance and investments knowledge in an intuitive, techniques. The course is primarily designed to train and sources of law for business valuation, burden of finance and accounting professionals on the best fea- proof in valuation controversies, penalties and sanctions easy‑to-navigate format, where students may complete the curriculum tures, commands, and functions of Excel with the pri- for inadequate valuation reports, and the choice of at their own pace. mary objective of demonstrating faster, more efficient entity and its effect on valuation. Additional topics methods of accomplishing tasks. Participants are include comparative financial statement analysis, eco- Offered in collaboration with Global Windows Partners, these self- exposed to financial modeling techniques using real- nomic and industry analysis, site visits and interviews, contained modules are designed for business professionals, entrepreneurs, world examples. Templates and examples used in the and questions to ask a business valuation expert. course also are distributed to participants. Topics Participants also engage in interactive exercises to learn and others looking to refresh or acquire relevant skills and knowledge in include formatting, linkages, mega-formulas, input how to procure valuation reports for IRS or FTB audit corporate finance and equity analysis, as well as enhance their work or controls, error checking, basic macros, and much more. purposes. Elective course in Finance Certificate. career objectives. Enrollment limited. Advance enrollment is highly recom- ­Enrollment limited. & mended. Single admission at the door, space permit- Reg# W8899B Visit uclaextension.edu/finance_selfstudy to view a complete listing of ting; payment by credit card only. Through Dec 11: $555 / After: $605 the online self-study courses. For frequently ask questions about these Reg# W8891B Jan 11-Mar 21 Through Feb 10: $175 / After: $193 Stephen E. Rossi, BA, MBA, Managing Partner, Coun- self‑study modules visit unex.gwpartners.com. Westwood: 202 Extension Lindbrook Center terpoint Capital Partners ✷✷Sat 8:30am-4:30pm, Mar 10, 1 mtg Also consider the following 2 self-study sequential programs that can Eric W. Augusta, MBA, Senior Financial Executive, Vice EEMoney and Banking m be completed within 1-2 years. President, Financial Planning and Analysis, E. W. X 430.135 Management 4 units Augusta & Associates This course explores how banks and other financial Online Series in Online Series in institutions operate in a globalized world. Instruction Investment Banking Mergers & Acquisitions Introduction to QuickBooks includes an overview of monetary policy and how the 828.44A Management 1.4 CEU central bank regulates and supervises the banking Learn more at Learn more at Enrollment limited to 25 students. Advance enrollment system, as well as the tools it employs as it manages uclaextension.edu/finance_osib. uclaextension.edu/finance_osma. is highly recommended. Single admission at the door, the cost and availability of money in the economy. With space permitting; payment by credit card only. For more commercial banks and investment banks now virtually information see page 21. the same, the course also covers other important facets Reg# W9377B of banking: corporate finance, underwriting, lending, Windows PC and high-speed Internet connection are required to access the Through Jan 4: $245 / After: $269 foreign exchange, asset management, trust services, online self-study courses. Westwood: 206 Extension Lindbrook Center credit cards, cash management, trading of bonds and ✷✷Sat 8:30am-4:30pm, Feb 4 & 11, 2 mtgs foreign exchange, and various services and products. For more information call (310) 825-4938. Crystalynn Shelton, BA, Business Advisor, Small Busi- For technical requirements see page 4. Required course ness Development Center, Santa Clarita, CA; Certified in Finance Certificate. Enrollment limited. & QuickBooks Pro advisor Reg# W8900B EEAnalysis of Financial Statements m Through Dec 18: $555 / After: $605 Investments Business Ethics X 432.3 Management 4 units Jan 18-Mar 28 Prerequisite: X 1A and X 1B Principles of Accounting, For more information call (310) 206-1689 or 891.02 Management 0.6 CEU Ashraf Z. Almurdaah, MA, Vice President, U.S. Bank email [email protected]. (Includes course materials and lunch.) or consent of instructor. Required course in Finance All business and management certificate students must Certificate. Enrollment limited. For more information see EEFundamentals of Corporate page 30. Those students planning to pursue a career as successfully complete this seminar to receive their m & Budgeting Reg# W8902B an investment professional are advised to certificate. Enrollment limited; no enrollment at the X 430.15 Management 4 units door. Students must arrive no later than 9am. For more Through Dec 11: $555 / After: $605 enroll in the Finance Certificate. 34 hours of MCLE credit available. Jan 11-Mar 21 information see page 26. Budgeting is a critical step in planning and controlling Ralph J. Zwetow, MBA, Principal, Credit Training EEIntroduction to Investments Reg# W9207B the day-to-day operations of any business. The budget- Resources X 433.01 Management 4 units Through Jan 18: $175 / After: $189 ing process can also be a time-consuming, multi-lay- 34 hours of MCLE credit available. Accepted by the Westwood: 217 Extension Lindbrook Center ered, and complex process. To streamline this process Certified Financial Planner Board of Standards, Inc. ✷✷ EEMath for Finance m Sat 9am-4pm, Feb 18, 1 mtg and ensure more timely and accurate budgets, compa- for 30 hours of continuing education. Matthew Kohler, MBA, Owner/President, Baja Tan, LLC nies place great value on a formalized process that X 410.21 Management 4 units Prerequisite: X 1A and X 1B Principles of Accounting This course offers an introduction to investments produces detailed, yet flexible budgets that are fully including investment analysis, portfolio management, aligned with the strategic goals of the organization. This Enrollment limited. For more information see Online Courses page 26. & and capital markets. Designed to provide the basic course introduces students to the fundamental ele- concepts and principles of investing, the course exam- Reg# W8810B ments of budgeting practiced by businesses for plan- ines investment policies, types of securities, factors that For technical requirements see page 4. Through Dec 18: $555 / After: $605 ning and control. Topics include overview of budgeting influence price changes, timing purchases/sales, pre- Jan 18-Mar 28 and the budget process; various budget types; prepar- paring investment programs to meet objectives, invest- EEBasic Managerial Finance m ing, monitoring and controlling budgets; cost/profit Nicholas H. Nucho, MBA, Senior Partner, DNM c ment risk and return, and portfolio balancing. Instruction X 130A Management 4 units volume analysis; and capital budgeting vs.operational Associates 34 hours of MCLE credit available. also includes an overview of the securities markets and budgeting. Instruction also includes exercises in bud- its behavior, including sources of information about the Prerequisite: X 1A and X 1B Principles of Accounting or geting using real-world applications. For technical Business Ethics m consent of instructor. Required course in the Finance, various instruments traded, procedure of trades, and requirements see page 4. Elective course in Finance 891.02 Management 1.8 CEU the relevant mechanics and techniques of the market. Business Fundamentals, and Business Administration Certificate. Enrollment limited. & Enrollment limited to 25 students. Students in certain Certificates. Business-related elective in the Accounting Required course in Finance Certificate. & Reg# W8901B Business and Management Certificates are required to Certificate Enrollment limited. For more information see Reg# W9175B Through Dec 11: $555 / After: $605 successfully complete this seminar to receive their page 29. & certificate. For more information see page 26. Through Dec 11: $425 / After: $465 Jan 11-Mar 21 UCLA: 1222 School of Public Affairs Bldg. Reg# W8897B Daniel S. Feiman, MBA, CMC, Managing Director, Build Reg# W9261B Through Dec 11: $555 / After: $605 Wed 6:30-9:30pm, Jan 11-Mar 28, 12 mtgs It Backwards Through Dec 9: $175 / After: $189 Instructor to be announced Jan 11-Mar 28 Jan 9-30 Ralph J. Zwetow, MBA, Principal, Credit Training Chris N. Economo, MBA Resources Reg# W9262B Through Feb 14: $175 / After: $189 Mar 14-28 Chris N. Economo, MBA 32 Business, Management & Legal Enroll at uclaextension.edu or call (310) 825-9971

EESecurity Analysis Technical Stock Market and Reg# W9147B X 433.02 Management 4 units Stock Analysis Through Dec 26: $195 / After: $209 34 hours of MCLE credit available. 833.625 Management 0.7 CEU Fundraising and UCLA: 1329 School of Public Affairs Bldg. This updated, rigorous, and exciting course examines (Includes course materials) Nonprofit Leadership Thu 7-10pm, Jan 26; Feb 2 & 9, 3 mtgs companies and industries using a fundamental and time- This one-day seminar explores the basics of stock No refund after Jan 25. less classical approach first developed by Benjamin Gra- market charting techniques, called technical analysis, For more information call (310) 825‑7093 or email J. P. O’Connor, O’Connor Management Consulting and ham in 1934. Instruction focuses on the examination of including how charts are constructed and the different [email protected]. Training; Faculty, American Society of Association equities and bonds by taking an in-depth look at the styles of charts. The seminar reviews the differences Executives and U.S. Chamber of Commerce Institute; financial statements concentrated on the income state- between monthly, weekly, daily, and intra-day charts, as The Art of Fundraising former executive director, USC Alumni Association; ment, balance sheet, cash flow statement, and financial well as how to compare volume of trading to price. X 455 Communication 3 units recipient of UCLA Extension’s Distinguished Instructor notes. The tools and techniques used are as relevant today Students are introduced to the most common technical For new and future fundraising professionals, this Award, 2009 as they were when Graham first developed the basis for indicators and oscillators, and explore the long-, inter- detailed overview emphasizes key fundraising principles, value investing. Through case study analysis of actual mediate-, and short-term trends of stock market analy- values, and ethics; strategies for planning and organiz- Strategic Planning for companies, students learn the tenets of value investing, sis. Topics include the basics of “support and resis- ing annual and capital campaigns; case development; Nonprofit Organizations ratio analysis, and industry analysis. This course draws on tance” levels, “momentum buying,” “selling pressures,” setting goals; developing leadership and donor constitu- X 486.04 Communication 1 unit subsequent editions of Graham’s classic, Security Analysis, “relative strength,” Fibonacci levels, and “regression encies; solicitation of boards, major gifts, and grants; This in-depth look at the essential elements of strategic considered by many professional investors to be the best channels” utilized in pinpointing stock entry and exit and the role of philanthropy in American society. Also of planning assists development and public relations book ever written on fundamental analysis. Prerequisite: points. Also covered are risk/reward ratios, when to value to individuals placed in leadership volunteer roles professionals in their understanding of the process and X 433.01 Introduction to Investments and X 432.3 Analysis place a trade, where to enter dynamic stop-loss orders, and those considering starting a 501 (c)(3) organization. identifies ways in which they can become active part- of Financial Statements or consent of instructor. Elective and how to access realistic price target entry and exit Required course toward Fundraising ­Certificates and ners in the development of strategic plans. The course course in Finance Certificate. & points. Students leave the class knowing what informa- Nonprofit Public Relations Concentration. Recommended examines the development of a strategic plan using Reg# W9181B tion to look for and where to get the information needed to take as initial course in program. Enrollment limited local nonprofit organizations as working models. The Through Dec 12: $425 / After: $465 to successfully trade common stocks. Enrollment lim- to 35 students. & emphasis is on practical application: students practice UCLA: 2238 School of Public Affairs Bldg. ited. Advance enrollment recommended. Single admis- Reg# W9140B creative brainstorming; managing conflicting priorities; Thu 6:30-9:30pm, Jan 12-Mar 29, 12 mtgs sion at the door, space permitting. Payment by check Through Dec 25: $395 / After: $435 and developing consensus and commitment in regard Steven L. Yamshon, PhD, LhD, MBA, Managing Direc- or credit card only. UCLA: 152 Royce Hall to organizational mission, values, vision, and goals. tor, Stevens First Principles Investment Advisors Reg# W9193B Wed 7-10pm, Jan 25-Mar 21, 9 mtgs Topics include analysis of strengths, weaknesses, Through Jan 4: $145 / After: $159 Pamela Barden, MBA, who currently works with sev- opportunities, and threats, and the involvement of all EEInvestments in Westwood: 214 Extension Lindbrook Center eral local and national nonprofits, providing fundraising stakeholders in the planning process. The functions of Personal Financial Planning ✷✷Sat 9am-4pm, Feb 4, 1 mtg strategy; direct mail; and direct response copywriting, fundraising and public relations are integrated within X 430.32 Management 4 units Andrew Lais, BS, Investment Principal, Associated grant writing, and creative direction. Prior to launching the broader context of managing nonprofit organiza- 34 hours of MCLE credit available. Securities Corp. her consulting business, Ms. Barden worked both for tions. Required course toward Institutional Development Prerequisite: X 430.31 Survey of Personal Financial an agency that specialized in nonprofit clients, and, for and Nonprofit Public Relations Concentrations. & Planning and X 430.391 Financial Analysis in Personal 30 years, in the not-for-profit community leading Reg# W9148B Financial Planning, or consent of instructor. Required Online Courses development programs for mid-sized nonprofits. She Through Feb 8: $195 / After: $209 course in Personal Financial Planning Certificate. regularly publishes in nonprofit and fundraising publica- UCLA: 1337 School of Public Affairs Bldg. Internet access required to retrieve course materials. For technical requirements see page 4. tions, is a Certified Fundraising Executive, and is Thu 7-10pm, Mar 8, 15 & 22, 3 mtgs For more information see page 44. & enrolled in a D.B.A. program. Jeff Goodman, President, Sterling Strategies, Inc.; former EEIntroduction to Investments m Reg# W9187B chairman of the board and chair of the strategic planning X 433.01 Management 4 units Through Dec 10: $425 / After: $465 Annual Giving committee, Goodwill Industries of Southern California 34 hours of MCLE credit available. Accepted by the UCLA: 167 Dodd Hall X 437 Communication 2 units Certified Financial Planner Board of Standards, Inc. Tue 6:30-9:30pm, Jan 10-Mar 27, 12 mtgs This course provides an overview of the annual fund Successful Grant Proposals for 30 hours of continuing education. Stephen T. Minihan, MBA, CFP®, Westlake Financial which makes up the core support of many nonprofits. X 480 Communication 3 units Elective course in Finance Certificate. Enrollment lim- Advisors Instruction examines several approaches to raising Designed for beginners and those who want to hone ited. For more information see page 31. & unrestricted and restricted annual gift support, including their skills, this intensive workshop teaches you how to Reg# W8904B face-to-face solicitations, direct mail, telemarketing, write proposals for special projects and general support. Seminars Through Dec 11: $555 / After: $605 phone-mail, and gift clubs. Topics include case develop- Instruction covers how to successfully package a win- Jan 11-Mar 21 ment, board solicitation, volunteer enlistment and train- ning proposal from start to finish, including defining Introduction to the Stock Market Peter H. Lou, MBA, MA, CFA, Senior Manager, Wells ing, IRS regulations, annual fund reporting, techniques program objectives, selecting approaches and a plan, 833.80 Management 1.4 CEU Fargo Bank for upgrading donors, and the relationship between and preparing a program evaluation and proposal Learn about the equities markets and the approaches annual giving and other types of contributed support. budget. The course introduces you to widely used that successful investors use to pick stocks. Topics EEManaging and Understanding Stock Required course toward Fundraising Certificates. resources available on the Internet and at local libraries, include goal-setting and successful strategies; protect- Option Strategies m Reg# W9149B and you gain practical tips for researching and identify- ing profits and limiting losses; understanding invest- X 433.033 Management 4 units Through Dec 23: $295 / After: $325 ing appropriate funders. Researching and establishing ment risk and market psychology; techniques for Whether your personal investment style is conservative UCLA: 160 Royce Hall relationships with government foundations and corpora- selecting stocks in both up and down markets; stock or aggressive, long-term or short-term, this in-depth Mon 7-10pm, Jan 23-Mar 5, 6 mtgs tions and learning how to read foundation tax returns classifications—growth, income, cyclical, interest-sen- course educates individuals on the utilization of options (no mtg 2/20) also is covered. Prerequisite: X 455 The Art of Fundrais- sitive, and defensive; approaches to the study of the and demonstrates how options can add value to your Robert Warnock, Jr., Senior Vice President, YMCA of ing, equivalent experience, or consent of the instructor. markets—understanding market cycles; diversification current investment strategies. Intended for investors who Greater Whittier; former senior vice president, Netzel Required course toward Fundraising Certificates. through mutual funds; potential impact of current want to utilize options as part of their overall investment Associates, Inc. Enrollment limited to 25 students. & monetary and fiscal policy on portfolios; tracking/ mix, or for those who already employ options and want Reg# W9430B measuring stock performance; and how to read and to expand their usage, this course explores the basics Introduction to Nonprofit Through Dec 24: $395 / After: $435 comprehend financial tables and sources of informa- of options and some of the common misconceptions Organizations Downtown Los Angeles: 261 S. Figueroa St., tion. Early enrollment is highly recommended. Partici- regarding them. Participants learn about the unique X 486.01 Communication 1 unit Figueroa Courtyard, Suite 100W, pants may enroll at the door, space permitting, with attributes of options and why investors have to think Nonprofit organizations are a crucial component of the Classroom 104 payment by credit card only. differently when investing in these instruments, whether social fabric of American society. This introductory Tue 7-10pm, Jan 24-Mar 20, 9 mtgs Reg# W9167B as a stand-alone investment or in conjunction with course covers the fundamental differences between John A. Sonego, MA, Assistant Dean, Development Through Jan 18: $195 / After: $215 existing stock positions. The course includes stock and nonprofit and for-profit organizations, as well as the and Alumni Affairs, UCLA School of Public Health; Westwood: 209 Extension Lindbrook Center index option strategies, as well as an understanding of ways they are becoming increasingly alike. It examines management consultant; Principal, The Sonego Group. ✷✷Sat 9am-4pm, Feb 18 & 25, 2 mtgs the nomenclature of the terms used in option trading. the creation of mission statements and strategies for Former positions held by Mr. Sonego include director of Steven L. Gail, BA, Registered Option Principal, Additional topics include the use of spreads, straddles, implementing your mission, including questions of programs and communications at the Gay and Lesbian Amerivet Securities, Inc. combinations, butterflies, condors, and other intermedi- organizational structure, fiscal management, legal obli- Alliance Against Defamation; senior vice president, ate forms of option strategies. For technical require- gations, budgeting, evaluation procedures, and fundrais- Rogers and Associates in Los Angeles; and director of Moving from Debt to Wealth ments see page 4. Elective course in Finance Certificate. ing. The course also stresses the importance of making marketing and public relations, Detroit Historical Society on Any Income Enrollment limited. A basic understanding of the stock and maintaining relationships with all stakeholders, and Museums. market is recommended. 833.61 Management 0.7 CEU & especially your board and other volunteers, along with kkk (Includes course materials) Reg# W8906B their roles in sustaining the organization. Guest speakers Enrollment limited. Advance enrollment highly recom- Through Dec 18: $555 / After: $605 from various agencies and organizations are featured. mended. Participants may enroll at the door, space Jan 18-Mar 28 Required course toward Institutional Development permitting; payment by credit card only. For more Steven L. Gail, BA, Registered Option Principal, Concentration. Recommended to take as initial course c UC credit; see page 149 information see page 44. Amerivet Securities, Inc. in program along with X 455 The Art of Fundraising. m Online course Reg# W9247B kkk Through Dec 21: $95 / After: $105 Not available passed/not passed Westwood: 209 Extension Lindbrook Center e ✷✷Sat 9am-4pm, Jan 21, 1 mtg & Text required; see page 148 Rennie Gabriel, BA, CLU, CFP®, President, The Finan- cial Coach, Inc. M Course held during daytime hours Enroll at uclaextension.edu or call (310) 825-9971 Business, Management & Legal 33

Reg# W9142B Through Dec 25: $395 / After: $435 Westwood: 216 Extension Lindbrook Center Wed 7-10pm, Jan 25-Mar 21, 9 mtgs Fundraising and Nonprofit Programs M. Gwin Wheatley, MA, Principal/Consultant, Liaison Consulting who has 24 years’ experience in nonprofit Designed for Your Career fundraising and development for arts and social justice- based programs, including strategic planning, grants Are you interested in growing as a: Study Options Internships management, event planning, and major donor develop- ment. Ms. Wheatley’s clients have included nonprofit • Professional grant writer? Enroll in individual courses or one Get real-world experience organizations, public agencies, political campaigns, and • Prospect researcher? of our Fundraising Certificates. Yo u with an internship. Opportunities foundations with budgets ranging from under $250,000 may complete the certificate with or are available for eligible certificate to several million dollars. • Devel­opment officer? without a concentration. Some students who have completed a min- • Head of your own 501(c)(3)? Successful Grant Proposals m courses are also offered online. imum of 5 courses. For guidelines X 480 Communication 3 units Our fundraising and nonprofit on how to qualify and enroll, call Designed for beginners and those who want to hone Learn from the Best (310) 825‑7093. their skills, this intensive workshop teaches participants courses offer the comprehensive how to write proposals for special projects and general professional development you Our distinguished instructors and support. Instruction covers how to successfully package guest speakers teach modern skills Contact Us Today for need for success in these More Information a winning proposal from start to finish, including defin- challenging times. and techniques drawn from today’s ing program objectives, selecting approaches and a exciting, challenging, and rewarding Visit uclaextension.edu/fundraising plan, and how to prepare a program evaluation and proposal budget. Students are introduced to widely fundraising and nonprofit sector. Email [email protected] used resources available on the Internet and at local Call (310) 825‑7093 libraries, and gain practical tips for researching and identifying appropriate funders, researching and estab- lishing relationships with government foundations and corporations, and learn how to read foundation tax returns. For technical requirements see page 4. Required course toward Fundraising Certificates. Enroll- New Course ment limited to 20 students. & The Business of Nonprofit Reg# W9144B Organizations Through Dec 24: $529 / After: $580 X 470.5 Communication 3 units Catch Them Before Jan 24-Mar 20 At a time when nonprofit organizations are reporting No refund after Feb 7. record declines in funding, legal issues, staffing, finan- Cara Seitchek, development researcher, grant writer, cial management, marketing and communications, They’re Gone and consultant for such organizations as National Public board relations, technology, planning, and project Radio, Goethe Institute, ARKA Ballet, and Hebrew Home; management are even more crucial to success. This Limited-Time Fundraising Certificate Courses former director of annual giving, National Museum course overviews the administrative aspects of operat- of Natural History; former development coordinator, ing a nonprofit organization—a challenge not unlike Some required courses come Strategic Planning for University Research Corporation running a successful business. Examine lessons and around just once each year. This Nonprofit Organizations case studies from both the business world and the winter, enroll in our limited offer- Capital Campaigns nonprofit sector to better understand how organizations An intensive at nonprofit strategy X 492 Communication 2 units and their leaders can be efficient, resourceful, and ing courses before they’re gone. and management. Manage priorities As nonprofit organizations seek to construct new facili- innovative in daily operations and long-term strategy, Capital Campaigns to implement the overall vision of ties or expand/revitalize existing facilities and equip- while staying true to a core mission. Elective credit your organization. ment, it is often necessary to undertake a capital toward Fundraising Certificates. Enrollment limited. Learn to raise funds for big ticket campaign to provide essential funding. Increasingly, Reg# W9694B items such as new buildings and Page 32. endowment funds are being incorporated into capital Through Dec 18: $395 / After: $435 renovated facilities. Use feasibility campaign goals. This course identifies key issues which Annual Giving UCLA: 162 Dodd Hall studies to ID major gifts and ideal must be addressed prior to launching a successful Wed 7-10pm, Jan 18-Mar 14, 9 mtgs Explore one of the most important solicitation mixes to reach your capital development program and focuses on organiz- Angele Price, Vice President of Development, Arthritis fundraising efforts for nonprofit ing, planning, and implementing a campaign. Topics Foundation (Pacific Region). Over her career, Ms. Price fundraising goals. include setting goals, the use of feasibility studies to organizations. Set goals and build has also served as the executive director of the March This page. assess institutional readiness, writing a case for sup- of Dimes Greater Los Angeles Area, a fundraising relationships to raise core funds. port, developing fundraising leadership, board develop- consultant, and a development director at AIDS Project Page 32. ment, major gifts identification/cultivation and solicita- Los Angeles. tion, sources and numbers of gifts required to achieve the goal, options on how to incorporate endowment gifts in the solicitation mix, gift-acceptance policies, proven principles of capital campaigns, reporting New This Quarter mechanisms, and donor recognitions. Required course Of Interest to toward Fundraising Certificates and recommended to take as one of the last courses in the program. Fundraising Reg# W9150B The Business of Through Dec 19: $295 / After: $325 Professionals UCLA: 162 Dodd Hall Thu 7-10pm, Jan 19-Feb 23, 6 mtgs Nonprofit Accounting m Nonprofit Organizations Mona Hobson, MBA, CFRE, Director of Development, Homeboy Industries, Inc. whose former positions Page 22. Advance your career in nonprofit included executive vice president, Development Man- leadership and stay true to your agement Associates, and president, Association of Accounting for Non-Accountants core mission as you examine the Fundraising Professionals, Greater Los Angeles Chapter. Page 21. administrative aspects of operating Ms Hobson was the 2001 recipient of Professional Fundraiser of the Year Award. Tax Strategies for Building and a nonprofit organization. Maintaining Wealth Learn how organizations and their Page 24. leaders can be efficient, resourceful and innovative in daily operations Estate Planning and long-term strategy. Case studies Page 45. from both for-profit and nonprofit organizations are examined. This page. 34 Business, Management & Legal Enroll at uclaextension.edu or call (310) 825-9971 Fundraising Internship and case studies create a basis for discussion. Partici- X 417.5 Communication 3 units pants develop a toolkit with practical information and Internships are an important first step in résumé build- techniques to use in their work places. Advance enroll- Human Resources ing, developing a professional network, and getting ment required; no enrollment at the door. & one’s foot in the door. The Fundraising Internship option Reg# W8834B offers certificate students in advanced standing an Through Feb 2: $285 / After: $309 Management Certificate opportunity to acquire real-world experience, providing Westwood: 416 1010 Westwood Center a crucial link between the classroom and the field. ✷✷Fri 9am-4pm, Mar 2 & 9, 2 mtgs A 9-course program to develop skills Benefits Programs: ­ Interns work a minimum of 50 hours during one quarter Enrollment deadline: Mar 2 and provide­ immediate applications Administration and Design and earn 3 units of elective credit toward the Fundrais- Tim Farrell, JD, BA, SPHR, Vice President, Human ing Certificate Program. An Internship Coordinator (a in the workplace, Extension’s Employee Relations and Legal Resources Division, City National Bank Certificate in Human Resources UCLA Extension journalism instructor) monitors the Aspects of Human Resources internship throughout to ensure a substantive learning EEElements of Management features­ current and Management experience. Students must earn a passing grade of “C” Human Resources Management comprehensive grounding for today’s or better in order to receive credit. Most internships are Human Resources Development X 450 Management 4 units HR professional. unpaid; however, some offer a modest stipend and/or 33 hours of MCLE credit available. Ethics for Human Resources flexible working hours. For more information and an This course provides an overview of, and introduction Taught by instructors who are Professionals application, email [email protected] or to, the basic human resources management (HRM) leading practitioners in the field, call (310) 825‑7093. Prerequisite: Open to students functions: employment, employee relations, training course work emphasizes the busi- who have established candidacy in a Fundraising Cer- and development, compensation, benefits, and Group B: Elective Courses tificate and have completed the prerequisite courses ness comprehension and skills human resources information systems (HRIS). Topics (8 units required) with a letter grade of “B” or better. X 486.01 Introduc- include aspects of designing and structuring an HRM/ needed for today’s evolving HR Strategic Human Resources tion to Nonprofit Organizations, X 455 The Art of Fun- personnel department, the history and future of HRM, industry. Courses are offered at draising, X 413.1 Working with Boards and Volunteers, Management the changing nature of work, the relationships of HRM UCLA and online. and X 435 Special Events Planning. Non-Certificate functions, the current legal environment in which International Human Resources students may submit an application for internship credit HRM operates, sources for obtaining answers to most To enroll in the certificate, an appli- Management along with a resume and 2 letters of professional refer- operational HRM problems, and an exploration of cation must be processed by the ence. Elective credit toward Fundraising Certificates. HRM as a career. Elective course in the Business Human Capital Management Certificate students eligible for $165 discount upon Fundamentals Certificate. & completion of the second course. enrollment. Visitors not permitted. Restricted course; Reg# W8825B To obtain an appli­cation visit Advanced Human Resources call (310) 825‑7093 for permission to enroll. Web Through Dec 9: $425 / After: $465 uclaextension.edu/humanresources. Management enrollments automatically generate a “Permission to Downtown Los Angeles: 261 S. Figueroa St., Enroll” request. For cer­tificate program require­ Recruiting for a Green Workplace Figueroa Courtyard, Suite 100W, ments call (310) 825-1238. Reg# W8595B Classroom 107B Through Dec 9: $605 / After: $660 Mon 6:30-9:30pm, Jan 9-Mar 26, 11 mtgs Recertification Credit Larry Baum, Emeritus Director/Internal Consultant, Group Discount for Human Resources (no mtg 1/16 & 2/20; 1 mtg to be arranged) Cedars-Sinai Medical Center; Advisor to the Health Enrollment deadline: Jan 30 A 10-percent group discount is Professionals Professions Education Foundation; Member of the Tim Farrell, JD, BA, SPHR, Vice President, Human available to companies that enroll Board, Psychological Trauma Center; Member of the Resources Division, City National Bank These courses have Board, The Merchant of Tennis/Monty Hall/Cedars-Sinai three or more employees in the been approved for Medical Center Diabetes Tennis Tournament EEFinancial Aspects of same course. recertification credit ® Human Resources Management hours toward PHR , X 450.03 Management 4 units Group A: Core Courses SPHR®, and GPHR®TM recertifica- To be a successful business partner with senior man- (7 required plus Ethics tion through the Human Resource Human Resources agement, the human resources professional needs to requirement) Certification Institute (HRCI). effectively manage the financial impact of their HR Management and department or section on the company’s bottom line. Elements of Human Resources (HRCI is an affiliate of the Society Through presentation, discussion, and exercises, this Management for Human Resource Management.) Organizational course provides the HR practitioner with the hands-on Financial Aspects of Human tools and information needed to measure the cost of For information about recertification Development the HR functional area(s) for which they are responsible. Resources Management visit hrci.org. In addition, some typical company financial statements Talent Acquisition Certificates: are discussed, including the income statement, balance Human Resources Management sheet, and the statement of cash flows, with sugges- Compensation Programs: General Business Studies with Concentration tions on ways that the HR practitioner can enhance a ­Administration and Design in Human Resources Management company’s financial performance. Prerequisite: X 450 Business Administration with Concentration Elements of Human Resources Management or consent in Human Resources Management of instructor. While no formal experience in statistics is required, students will need to demonstrate basic high For information call (310) 206-1654 or visit school level math/numerical skills; a knowledge of basic uclaextension.edu/humanresources. algebra is also recommended. & Reg# W8826B Courses of Interest to Through Dec 11: $425 / After: $465 Human Resources Downtown Los Angeles: 261 S. Figueroa St., Management Certificate Figueroa Courtyard, Suite 100W, HR Professionals Classroom 107A For more information about specific courses call Wed 6:30-9:30pm, Jan 11-Mar 21, 11 mtgs Supplement your Certificate in Human Resources or brush up on (310) 825-2012 or email [email protected]. Enrollment deadline: Jan 25 important skills with some of these short courses. Cindy Troianello, BA, CPA, nationally recognized HR Ethics for Human Resources professional Best Practices in Negotiation Cross-Cultural Communication and Professionals EE Management in a Global Workforce 859.50 Management 1.2 CEU Talent Acquisition Page 29. Today’s HR professionals function as a key source of X 450.2 Management 4 units Page 38. ethical awareness for managers and employees in the A high-quality workforce is essential to the success of Recruiting and Coordinating companies they serve. This course heightens awareness businesses today. This course covers the strategies, Celebrities/Talent for The Dynamics of of when integrity and an understanding of ethical issues concepts, and practices essential to the effective selec- Special Events, Spokespersons, Interpersonal Communication are required, not only when advising others, but also tion of personnel to accomplish a business objective, with and Product Promotions when addressing the issues they themselves face. an emphasis on recruiting, promoting, and retraining Page 28. Instruction enables participants to recognize the parts of employees. The course also covers budget development, Page 47. How to Talk to Anybody their job in which ethical issues are most likely to be job descriptions, interviewing techniques, assessment, experienced; employ practical techniques to develop testing, background investigations, legal requirements, Coaching and Mentoring Employees Page 28. solutions, evaluate their impacts, and decide on a course reporting of results to management, employee orienta- Page 38. of action; understand the impacts of cultural and orga- tion, outplacement, and ethnic diversity issues. Prereq- Project Management That Works nizational pressures to conform; identify when to escalate uisite: X 450 Elements of Human Resources Manage- Page 38. issues and to whom; know the early warning signals of ment or consent of instructor. & conflict between personal and work values; and assess kkk how to maintain personal integrity. Business experience Enroll at uclaextension.edu or call (310) 825-9971 Business, Management & Legal 35

Reg# W8827B EEEmployee Relations and Legal EEHuman Resources Development EEElements of Human Resources Through Dec 10: $425 / After: $465 Aspects of Human Resources X 482.201 Management 4 units Management m UCLA: 150 Royce Hall Management This course examines the primary role of human X 450 Management 4 units Tue 6:30-9:30pm, Jan 10-Mar 20, 11 mtgs X 450.34 Management 4 units resources development (HRD) in the organization to help 33 hours of MCLE credit available. Enrollment deadline: Jan 24 33 hours of MCLE credit available. people and organizations effectively manage change. Elective course in the Certificate in Business Sal Sangi, MA, HR Consultant Designed for the human resources management (HRM) This highly interactive course focuses on strategies for ­Fundamentals. Required course in the Certificate in generalist practitioner or anyone who is preparing for a assessing, designing, and implementing training and Business Administration. For more information see EECompensation Programs: career as a specialist in labor/employee relations, this organizational development efforts that positively impact page 34. & Administration and Design course provides a survey of laws and regulations that the performance of the individual and the work group. Reg# W8815B X 450.31 Management 4 units affect the practice of HRM in the U.S. and California. The course also provides an overview of change inter- Through Dec 17: $555 / After: $605 In this introductory course, students explore compensa- Topics include an overview of employment; wage and ventions, including training and staff development; Jan 17-Mar 13 tion as a key factor in achieving organizational goals. In hour; benefits; EEO and AA; and labor/employee relations succession planning and performance management; Kathy Gilroy, MA, Human Resources Manager, Safety addition to current concepts, approaches, techniques, and safety laws, rules, and regulations. All phases of factors that influence HRD; the consulting role and skills Insurance and terms, instruction examines the forces that shape managing HRM responsibility are covered—from recruit- of the HRD professional, including facilitation and group the development of compensation strategies, plans, and ment through termination. Instruction balances the rights dynamics; and the trends in HRD, such as human per- EEFinancial Aspects of Human policies. Topics include salary administration, incentive and responsibilities of employees and management to formance technology and the work out process model. m plans, and stock-based programs; the factors of moti- Prerequisite: X 450 Elements of Human Resources Resources Management provide a productive, harmonious, and efficient work X 450.03 Management 4 units vation, performance evaluation, labor market dynamics, Management or consent of instructor. environment while meeting business objectives. Prereq- & Prerequisite: X 450 Elements of Human Resources and budgeting that underlie the development of com- uisite: X 450 Elements of Human Resources Manage- Reg# W8832B Management or consent of instructor. While no formal pensation programs; key steps involved in developing ment or consent of instructor. & Through Dec 9: $425 / After: $465 experience in statistics is required, students must salary administration and cash-incentive programs; Reg# W8830B UCLA: 154 Royce Hall demonstrate basic high school-level math/numerical major laws and regulations that apply to compensation; Through Dec 12: $425 / After: $465 Mon 6:30-9:30pm, Jan 9-Mar 26, 11 mtgs skills; a knowledge of basic algebra also is recom- and the way compensation programs are designed for UCLA: 2214 School of Public Affairs Bldg. (no mtg 1/16 & 2/20; 1 mtg to be arranged) mended. For more information see page 34. & specific job families, units/functions, and levels of Thu 6:30-9:30pm, Jan 12-Mar 22, 11 mtgs Enrollment deadline: Jan 30 organization. The compensation plan design is pre- Gerald J. Alcantar, JD, Vice President, Diversity Devel- Reg# W8816B Enrollment deadline: Jan 26 Through Dec 23: $555 / After: $605 sented in a business context that includes issues and Wayne Schulman, MA, JD, CBP, Senior Vice President, opment, Fox Entertainment Group situations faced by practitioners in the field. The course Jan 23-Mar 19 Human Resources and Corporate Counsel, Lockheed Bob Barrett, EdD, Professor, American Public University also provides approaches for communicating programs Federal Credit Union EEAdvanced Human Resources and monitoring their effectiveness. Prerequisite: X 450 System (American Public University and American Mili- Management tary University) Elements of Human Resources Management or consent EEStrategic Human Resources X 482.203 Management 4 units of instructor. Students need to demonstrate basic high This advanced course is designed for HR professionals school level math/numerical skills. & Management EETalent Acquisition m X 450.35 Management 4 units who wish to make an effective contribution at a strate- X 450.2 Management 4 units Reg# W8828B This survey course introduces students to HRM in a gic level in today’s rapidly changing organizations, Through Dec 11: $425 / After: $465 Prerequisite: X 450 Elements of Human Resources business and organizational context, covering a broad internally or as external consultants. Students will Management or consent of instructor. For more infor- UCLA: 2317 School of Public Affairs Bldg. integrate the knowledge gained through previous array of skills and knowledge needed to effectively mation see page 34. & Wed 6:30-9:30pm, Jan 11-Mar 21, 11 mtgs partner with senior management. Topics include: mac- coursework and experience and build on that concep- Reg# W8817B Enrollment deadline: Jan 25 roeconomic forces; strategy development and imple- tual foundation through lecture, class discussions, Yvette Borcia, BA, Partner, Stern & Associates, Orga- presentations, real-life case studies, and practical Through Dec 18: $555 / After: $605 mentation; HRM-business alignment; organization Jan 18-Mar 14 nizational and Compensation Consultants; author, design and change; motivation, goal-setting and per- application. Emerging issues in human resource man- Herb Hoviss, MA, management consultant Stern’s SourceFinder and All About Pay formance; and leadership and management. Students agement will be discussed. Covered topics include: will conduct independent research and participate in a transforming HR from the outside in, HR professionals EEBenefits Programs: as strategic partners, the six domains of HR competen- EECompensation Programs: strategy-planning exercise. Readings are provided m Administration and Design electronically on Blackboard. For technical requirements cies, advanced communication and negotiation tactics Administration and Design X 450.32 Management 4 units see page 4. Prerequisite: Minimum of 3 HR certificate for effective dialogue with senior management, design- X 450.31 Management 4 units Employee benefits are expensive and important to any courses or 2 years of college-level business manage- ing strategies to re-engage employees and heighten Prerequisite: X 450 Elements of Human Resources organization, accounting for nearly 40% of total ment courses or business management experience or productivity, understanding and addressing the increas- Management or consent of instructor. For more infor- employee compensation. This comprehensive course consent of instructor. & ing multi-generational issues, and implementing a mation see this page. & retention strategy that addresses the needs of all provides essential information for evaluating and Reg# W8831B Reg# W8818B generations. Advanced HR management skills such as designing programs to meet corporate objectives. Through Dec 11: $425 / After: $465 Through Dec 23: $555 / After: $605 Technical jargon is demystified, and the interesting UCLA: 5419 Boelter Hall consultation skills, coaching, change management, and Jan 23-Mar 19 human side of employee benefits is examined. Instruc- Wed 6:30-9:30pm, Jan 11-Mar 21, 11 mtgs facilitation skills will be explored and practiced. Stu- Joan Naudts, MEd, CCP tion covers the most competitive benefits offered by Enrollment deadline: Jan 25 dents will learn how to safeguard their organization’s bottom-line by acquiring the high level skills needed to employers and related administrative strategies, tools, David R. Fox, MBA, Managing Partner, The Lordon Fox EEBenefits Programs: and techniques; how to control cost and still attract and Group excel as an HR leader. Prerequisite: X 450 Elements of Administration and Design m retain employees; basic methods of underwriting and Human Resources Management or consent of instruc- X 450.32 Management 4 units tor. Completion of all required core classes or minimum financing group insurance plans, e.g., health care; an EE Prerequisite: X 450 Elements of Human Resources Internship in Human Resources of 2 years of work experience. overview of popular 401(k) plans, similar retirement/ Management & Management or consent of instructor. For more infor- saving plans, and regulatory compliance issues; COBRA Reg# W8833B mation see this page. & and Protected Leave Administration; and practical X 450.50 Management 5 units Through Dec 10: $425 / After: $465 Reg# W8819B application of managing an employee benefit program This elective course provides practical experience in UCLA: 5436 Boelter Hall Through Dec 18: $555 / After: $605 with a section 125 environment. Valuable benefit plan Human Resource Management, with companies or Tue 6:30-9:30pm, Jan 10-Mar 20, 11 mtgs Jan 18-Mar 14 designs also are presented in relevant business situa- institutions within either the private or public sectors. Enrollment deadline: Jan 24 Thomas Cannava, MA, Deputy Director for Human tions, including group discussion of actual case exam- The learning outcomes will include an understanding of Farnaz Tabaee, MA, President, Clarity 4 Results Resources Administration, New York State, Office of ples. Prerequisite: X 450 Elements of Human Resources the history and future of HRM, the changing nature of Court Administration Management or consent of instructor. & work, the relationships of HRM functions, current legal environment in which HRM operates, sources for obtain- Online Courses Reg# W8829B ing answers to most operational HRM problems, and an EEEmployee Relations and Legal Through Dec 12: $425 / After: $465 exploration of HRM as a career. Qualified students are For technical requirements see page 4. Aspects of Human Resources Downtown Los Angeles: 261 S. Figueroa St., placed in job settings for a minimum of 75 hours. Management m Figueroa Courtyard, Suite 100W, Companies offering internships do so with no obligation Classroom 105 Ethics for Human Resources X 450.34 Management 4 units to provide compensation to interns. The internship is a m 33 hours of MCLE credit available. Thu 6:30-9:30pm, Jan 12-Mar 22, 11 mtgs practical application of material studied previously in Professionals 859.50 Management 1.8 CEU Prerequisite: X 450 Elements of Human Resources Enrollment deadline: Jan 26 various classes in the Human Resource Management Michael R. Kilroy, MBA, SPHR, Senior Vice President, For more information see page 34. & Management or consent of instructor. For more infor- certificates. Prerequisite: International Students: Before mation see this page. & Business Partner Manager, City National Bank enrolling international students must complete nine Reg# W8824B Reg# W8820B months of full time study in F-1 status. International Through Jan 1: $285 / After: $309 Feb 1-Mar 7 Through Dec 17: $555 / After: $605 students must contact the International Student Office Jan 17-Mar 13 at (310) 825-9351 to confirm eligibility. Visitors not Rachel Choppin, MA, Principal, HR 4 You Robert F. Archibold, MPA, Director of Employee Rela- permitted. Restricted course; web enrollments automati- tions, Centura Health, Inc. cally generate a “Permission to Enroll” request, after UC credit; see page 149 c which our advisor will contact you. Students enrolled in Online course the Certificate in Accounting qualify for a discounted fee. m Mention this to the adviser when contacted. e Not available passed/not passed Reg# W8802B Fee: $635 & Text required; see page 148 Denise L. Jackson, MA, Director of Human Resources, California School of Culinary Arts M Course held during daytime hours 36 Business, Management & Legal Enroll at uclaextension.edu or call (310) 825-9971

Are You International Trade International Trade and and Commerce Completing Your For more information about specific courses call Certificate? Commerce Certificate (310) 206-5075 or email [email protected]. The 9-course International Trade and Commerce Certificate Certificates: To take part in Extension’s 2012 offers a broad and comprehensive curriculum. International Trade and Commerce Graduation Ceremony in June, General Business Studies with Concentration you must be officially enrolled Students may complete the certif­ Group B: Electives Courses in International Trade and Commerce in your desired certif­icate by (4 required) Business Administration with Concentration icate program with or without a in International Trade and Commerce February 15, 2012 and have com- concentration. Many of the individ- pleted your program between Students choosing a concentration ual courses also are offered online. are required to complete four For more information call (310) 206-1654 or Fall 2011 and Summer 2012. visit uclaextension.edu/bamcert. In addition, students must com- elective courses within one of If you meet the above criteria plete the seminar 891.02 Business the following concentrations: EE call (310) 206-1654 or email Introduction to Ethics at any time during the pro- • Global Business Management International Business [email protected] gram. Internship opportunities also X 460.902 Management 4 units to save your spot at graduation. are available to certificate students • Import/Export Operations This course provides students with a basic under- standing of the broad field of international business, who have completed a minimum • Financial Management presenting views from both the home and host of five courses. Students enrolling in the certificate country perspectives. The wide range of international business topics covered includes foreign direct Group A: Core Courses without a concentration may select investment, import/export, foreign exchange, global (5 required) four Group B elec­tives, including sourcing, marketing, and international economic elective courses offered outside concepts. This course provides a solid foundation for X 460.902 Introduction to EEHuman Capital Management m of the concentrations. For a the subsequent courses in the certificate program in X 450.36 Management 4 units International Business International Trade and Commerce. Students in other complete list of electives visit programs also find the course very useful in achiev- The effective management of human capital, one of the X 460.903 Fundamentals of uclaextension.edu/internationaltrade. organization’s key investments, is critical to an organi- ing a fundamental understanding of international International Trade business operations. zation’s success. Clear accountability for human capital An application for candidacy and & Reg# W9171B management, strong “systems” to support its develop- X 460.961 Global Business Skills: nonrefundable fee of $150 must be ment and growth, and a HR structure that is aligned to Through Dec 11: $425 / After: $465 deliver results, differentiates world-class HR functions Planning and Negotiation Strategies submitted by the completion of the UCLA: 5264 Boelter Hall second course to officially enroll. Wed 6:30-9:30pm, Jan 11-Mar 21, 11 mtgs from simply standard performance. This course focuses X 460.99 International Business on connecting business strategy with human capital Enrollment deadline: Jan 25 strategy, and the resulting impact this combination has Management For an application visit Mark E. Buchman, BS, President, PacRim Financial on the human resource department. Topics include HR uclaextension.edu/bamcert. Consultants to business alignment, employment branding, managing Capstone Course the performance and growth of human capital, effective For more information, including EEFundamentals of International Trade change management, the evolved role of the HR func- X 460.95 International Business a detailed program brochure, X 460.903 Management 4 units tion, and professional and successfully marketing ideas Policies and Strategies call (310) 825-1238 or visit 34 hours of MCLE credit available. to management. Through lecture, case studies, discus- uclaextension.edu/internationaltrade. This course covers the necessary procedures to start sion, and guided experiences, participants examine Prerequisite: Satisfactory completion up an international trading business, by providing a what these issues mean to the HR organization and of six courses in the program. detailed introduction to the practices, procedures, and their personal careers. Students gain concrete tools and services used in the U.S. to export and import merchan- action plans for elevating the HR function within an Ethics Requirement dise. Topics include organizations affecting international organization. For technical requirements see page 4. trade: sources of information for trading, monitoring, Prerequisite: X 450 Elements of Human Resources 891.02 Business Ethics and evaluating commercial conditions in other coun- tries; market research and planning: identifying poten- Management and X 450.2 Talent Acquisition or consent May be taken at any time during the of instructor. & tial suppliers, pricing merchandise, and resources to Reg# W8821B program; also offered online. find buyers; sales channels: direct, agents, distributors, Through Dec 17: $555 / After: $605 and representatives; merchandise regulations: control Jan 17-Mar 13 of exports and imports, international classification Lynda S. Wilson, PhD, SPHR, Director, Humanities & system, responsibilities of U.S. Customs, rules and Sciences, UCLA Extension related dues; financing: sources of funds for exports EEHuman Resources Development m Reg# W8841B and imports, methods of payment, open account, direct, EEInternational Human X 482.201 Management 4 units Through Dec 9: $255 / After: $275 offsets, counter trade, barter, foreign currency Resources Management m Prerequisite: X 450 Elements of Human Resources UCLA: 148 Royce Hall exchanges, and contracts; and freighting: modes of Mon 6:30-9:30pm, Jan 9-Feb 27, 6 mtgs transport, packaging, containerization, protection, and X 450.65 Management 4 units Management or consent of instructor. For more infor- mation see page 35. & (no mtg 1/16 & 2/20) identification of merchandise and insurance. & This course introduces the human resources practitioner Enrollment deadline: Jan 20 and international line manager to the legal, practical, and Reg# W8823B Reg# W9265B Through Dec 19: $555 / After: $605 Linda Marcot, MA, Principal, LMC Human Capital Through Dec 10: $425 / After: $465 successful human resources strategies used by interna- Consulting; former principal, Mercer tional companies in today’s global economy. Topics Jan 19-Mar 15 UCLA: 1434A Physics & Astronomy Bldg. include employment and staffing; compensation; bene- Leslie H. Richelieu, MS, PHR, Director of Human Tue 6:30-9:30pm, Jan 10-Mar 20, 11 mtgs Resources, Wesco Companies, Inc. EEFundamentals of Business Enrollment deadline: Jan 10 fits; labor laws; employment-related taxation; leadership, m management, and supervisory practices among interna- Administration and Management Elizabeth M. Glynn, MIM, CGBP, Export Advisor/Global X 410.53 Management 4 units Trade Educator, Global Business Solutions tional corporations; immigration; permanent resident and Other Courses of Interest to temporary work visa status; and expatriate and repatria- Elective course in the Business Fundamentals Certifi- tion policies and practices. For technical requirements Human Resource Professionals cate. Required course in the Business Administration EEGlobal Business Skills: see page 4. Elective course in Professional Designation Certificate. Enrollment limited; early enrollment advised. Planning and Negotiating Strategies in and Commerce. Enrollment limited. & Successful Management of Human For more information see page 28. & X 460.961 Management 4 units Reg# W8822B Capital in Mergers and Acquisitions Reg# W8789B Conducting business across cultures is crucial for suc- Through Dec 19: $555 / After: $605 835.155 Management 1.2 CEU Through Dec 18: $555 / After: $605 ceeding in today’s highly competitive marketplace. This Jan 19-Mar 15 When mergers and integrations fail, ineffective human Jan 18-Mar 28 highly interactive, simulation-based course provides Daniel A. Van Bogaert, JD, Executive Compensation capital management often is the leading cause. This James A. Tischler, MBA, CEO, SomeBeach SunWare, executives with the knowledge and skills to plan, work, and Benefits, ERISA Compliance Consulting course helps human resources professionals and busi- LLC and negotiate in the global marketplace. Topics include ness managers understand the role human capital plays cultural differences as they affect international busi- in due diligence and the smooth transition of the orga- ness, understanding hospitality and protocol, establish- nization. The impact of change management and build- ing trust and credibility, characteristics of a cross-cul- ing the business case for investment also are addressed tural negotiator, concepts of win-win and win-lose, through lectures, case studies, and guest speakers. tactics and power strategies, and communication and persuasion strategies. Simulations enable participants kkk to practice negotiating concepts, develop business skills Enroll at uclaextension.edu or call (310) 825-9971 Business, Management & Legal 37 in “real world” settings, and build confidence for con- New Course ducting business overseas. & EEAdvanced Business Market Analysis Reg# W9170B X 470 Management 4 units Through Dec 9: $425 / After: $465 Advanced Business Get the advanced decision-making tools needed to UCLA: 5264 Boelter Hall review current market conditions in order to identify Mon 6:30-9:30pm, Jan 9-Mar 26, 11 mtgs managerial, financial, marketing, and other business (no mtg 1/16 & 2/20; 1 mtg to be arranged) Market Analysis opportunities—and risks—to help you make solid busi- Enrollment deadline: Jan 30 ness decisions. Students are challenged to take all the Maria Keller, MBA, Director/Consultant, Keller Group Learn to make solid, high-level business decisions based upon all avail- information presented in this course and apply it to able market information. real-world conditions. NASBITE CGBP Exam Prep Review Reg# W9264B 777 Management Simulating a real business world Join instructor David E. French, Through Dec 11: $425 / After: $465 The NASBITE Certified Global Business Professional environment, this course gives you MBA, President, David French & Westwood: 209 Extension Lindbrook Center designation (CGBP) is a nationally-recognized profes- the advanced decision-making tools Associates, LLC, A Business Strat- Wed 6:30-9:30pm, Jan 11-Mar 21, 11 mtgs sional credential that demonstrates an individual’s Enrollment deadline: Jan 11 competency in international business. Join us for this you need to review current market egy Consultancy, and strengthen David E. French, MBA, President, David French & new, comprehensive course specifically designed to conditions and to identify manage- your skills—and career! Associates, LLC, A Business Strategy Consultancy help you prepare for the CGBP exam while providing rial, financial, marketing, and other practical, real-world information on all aspects of This page. business opportunities. EEInternational Accounting international business. Following the conclusion of the X 423.4 Management 4 units course, individuals have the opportunity to take the Prerequisite: X 1A and X 1B Principles of Accounting, CGBP exam in Los Angeles. Enrollment limited. or consent of instructor. Course materials are available Reg# W9267B both in class and via internet. For more information see Through Dec 12: $255 / After: $275 page 20. & Westwood: 211 Extension Lindbrook Center Reg# W9317B Thu 6:30-9:30pm, Jan 12-Feb 16, 6 mtgs Through Dec 9: $425 / After: $465 No refund after Jan 11. UCLA: 1264 School of Public Affairs Bldg. Maurice Kogon, PhD Mon 6:30-9:30pm, Jan 9-Mar 26, 12 mtgs Bronwen Madden, EMIB (no mtg 1/16 & 2/20; 2 mtgs to be arranged) Dewey Norton, MA, CMA, MBA EEImport Operations and Techniques X 460.913 Management 4 units EEInternational Finance 33 hours of MCLE credit available. X 460.923 Management 4 units This course is intended for individuals involved in import Prerequisite: X 460.902 Introduction to International operations, including classifiers, import team members, Business and X 130A Basics of Managerial Finance. supervisors, and managers; those working in custom- Elective course in Finance Certificate. For more infor- house brokerage and freight forwarding; as well as mation see page 30. & owners of trading companies. Topics include entry of merchandise; warehousing; foreign trade zones; the Reg# W9287B liquidation and protest process; appraisement and the Through Dec 12: $425 / After: $465 customs concept of value; informed compliance; cus- UCLA: 175 Dodd Hall toms account management strategies; intellectual Thu 6:30-9:30pm, Jan 12-Mar 29, 12 mtgs property rights, fines, penalties, and forfeitures; draw- case analyses. Other readings, video presentations, and Reg# W9169B David E. French, MBA, President, David French & back; NAFTA; recordkeeping; and corporate compliance current international business developments provide Through Dec 10: $425 / After: $465 Associates, LLC, A Business Strategy Consultancy program management. Prerequisite: X 460.902 you with real-life examples related to policy and strat- Westwood: 209 Extension Lindbrook Center ­Introduction to International Business and X 460.903 egy decisions on international product and market Tue 6:30-9:30pm, Jan 10-Mar 20, 11 mtgs Seminars Fundamentals of International Trade. & development, acquisitions, joint venturing and partner- David E. French, MBA, President, David French & Reg# W9213B ing, and competitive initiatives. Additional topics include Associates, LLC, A Business Strategy Consultancy Alternative Energy in Global Business Through Dec 10: $425 / After: $465 outsourcing, business unit portfolio optimization, global 800 Management 0.6 CEU UCLA: 5264 Boelter Hall marketing, R&D decentralization, industrial relations, EEInternship in International Trade Elective course in Global Sustainability Certificate. Tue 6:30-9:30pm, Jan 10-Mar 20, 11 mtgs and the implementation of strategies that focus on and Commerce Advance enrollment required; no enrollment at the door. Enrollment deadline: Jan 24 operations planning, information systems design, con- X 460.951 Management 5 units For more information see page 27. Michael A. Baker, JD, attorney-at-law trol, and conflict resolution. Prerequisite: X 460.902 The internship provides practical experience in a variety Introduction to International Business, X 460.99 Inter- Reg# W9349B of international trade and commerce job functions Through Feb 24: $155 / After: $165 EELaw in International Business national Business Management, and two other interna- including, but not limited to, marketing, finance, busi- tional business courses, or consent of instructor. UCLA: 5272 Boelter Hall X 460.94 Management 4 units ness strategy and management, import and export ✷✷ Enrollment limited. & Sat 9am-4pm, Mar 24, 1 mtg 33 hours of MCLE credit available, including 6 hours operations, and law. Students intern with international Enrollment deadline: Mar 23 of Legal Ethics, 1 hour of Detection/Prevention of Reg# W9168B trade and commerce companies within the Los Angeles Adrian Tylim, MS, President, All Energy Matters, Inc. Substance Abuse, and 3 hours of Elimination of Bias. Through Dec 12: $455 / After: $495 area for a minimum of 75 hours. Companies offering This course introduces international business law Westwood: 209 Extension Lindbrook Center internships do so with no obligation to provide compen- Thu 6:30-9:30pm, Jan 12-Mar 22, 11 mtgs sation to interns. Prerequisite: International Students: Business Ethics through an examination of “real world” case studies and 891.02 Management 0.6 CEU Lawrence S. Schmid, MBA, President, Strategic Direc- Before enrolling, international students must complete contemporary legal problems through a nontechnical (Includes course materials and lunch.) tions International nine months of full time study in F-1 status and contact approach to the law. Topics include legal rules, con- All business and management certificate students must the International Student Office at (310) 825-9351 to tracts, international arbitration, and the impact of successfully complete this seminar to receive their EE confirm eligibility. UCLA Extension does not provide nationalism and cultural attitudes on law and interna- International Business Management certificate. Enrollment limited; no enrollment at the placement or guarantee internship availability. Prior to tional affairs; regulation of international trade; protec- X 460.99 Management 4 units door. Students must arrive no later than 9am. For more enrollment, students are provided a list of firms offering tion of intellectual property, trademarks, and patents; 33 hours of MCLE credit available. information see page 26. and the legal ramifications of regional and economically This course emphasizes the managerial process in the internship opportunities and should contact the com- integrated trade organizations, including the World international environment and provides an operational panies directly to arrange an interview. Enrollment is Reg# W9207B Trade Organization and other multinational trade bodies. assessment of the fundamental issues involved in the limited to the number of available internships. UCLA Through Jan 18: $175 / After: $189 Prerequisite: X 460.902 Introduction to International management of international and multinational corpora- Extension’s Department of Business and Management Westwood: 217 Extension Lindbrook Center ✷✷ Business or consent of instructor. & tions. Instruction focuses on analyzing case studies must approve of all firms offering internships. Visitors Sat 9am-4pm, Feb 18, 1 mtg Matthew Kohler, MBA, Owner/President, Baja Tan, LLC Reg# W9215B related to upper and middle management issues, not permitted. Certificate students are eligible for a Through Dec 12: $425 / After: $465 although the lessons apply to all levels and functions of discounted course fee. Please contact the student UCLA: 5273 Boelter Hall international operations. Topics include matching for- advisor at (310) 825-1238 for more information. Thu 6:30-9:30pm, Jan 12-Mar 22, 11 mtgs eign investment strategies with local conditions, man- Restricted course; call (310) 825-1238 for permission Enrollment deadline: Jan 26 aging export/import operations, trade and direct invest- to enroll. Web enrollments automatically generate a Michael A. Baker, JD, attorney-at-law ment, local sourcing versus importing components, “Permission to Enroll” request. licensing and international joint venturing, designing Reg# W8804B c UC credit; see page 149 EEInternational Business organizational structures that match changing interna- Fee: $635 tional conditions, managing a global structure, manag- Elizabeth M. Glynn, MIM, CGBP, Export Advisor/Global Policies and Strategies m Online course X 460.95 Management 4 units ing political risks, acquisitions, and integrating new Trade Educator, Global Business Solutions businesses and dealing with international ethical This course provides a systematic approach for deter- e Not available passed/not passed mining, implementing, and evaluating the strategies and considerations.­ Prerequisite: X 460.902 Introduction to International Business or consent of instructor. policies that govern a firm’s international business & Text required; see page 148 activities. You are exposed to a range of strategic ­Enrollment limited. & management techniques that are used in a series of kkk M Course held during daytime hours 38 Business, Management & Legal Enroll at uclaextension.edu or call (310) 825-9971

Online Courses Announcing a New Certificate For technical requirements see page 4. Health Care

EEFundamentals of Management International Trade m Charter School Policy, X 460.903 Management 4 units and Leadership 34 hours of MCLE credit available. Finance, and Administration Enrollment limited. For more information see Certificate page 36. & Offered by the Education Department, this new 36-unit certificate Offered in partnership with Reg# W9220B teaches essential skill sets in charter school leadership and support. Through Dec 18: $555 / After: $605 the UCLA School of Public Jan 18-Mar 28 Health, UCLA Extension’s Ashok B. Sadhwani, GDMM, CHB, CEO, Asmara Courses include: USA Inc. ­Certificate in Health Care Management and Leadership Financial and Administrative Operations for Charter Schools EEGlobal Business Skills: Planning and prepares managers and health Charter School Finance Negotiating Strategies m care professionals to function X 460.961 Management 4 units effectively in this rapidly Fundraising 101 for Charter Schools Enrollment limited. For more information see changing field. page 36. & Financial Decision Making for Charter Schools Reg# W9218B For more information about the Human Resources and Office Operations for Charter Schools Through Dec 18: $555 / After: $605 certificate and this quarter’s Jan 18-Mar 28 courses see page 114. Maria Keller, MBA, Director/Consultant, Keller Group For complete information on this quarter’s courses see page 67. EEInternational Business Management m X 460.99 Management 4 units Reg# W8784B features student participation in a real-life project 33 hours of MCLE credit available. Leadership and Through Dec 11: $425 / After: $465 management situation. Wear comfortable shoes and be Prerequisite: X 460.902 Introduction to International UCLA: 1270 School of Public Affairs Bldg. prepared to have fun! Note: This course does not Business or consent of instructor. Enrollment limited. Management Wed 6:30-9:30pm, Jan 11-Mar 21, 11 mtgs address software solutions or focus on technical For more information see page 37. & Enrollment deadline: Jan 25 aspects of project management. & Reg# W9587B Programs Steve L. Horowitz, PhD, Management Consultant, New Reg# W8788B Through Dec 18: $555 / After: $605 For more information call (310) 825-2012 or Freedom Communications Through Jan 23: $285 / After: $309 Jan 18-Mar 28 email [email protected]. Westwood: 211 UCLA Extension Bldg. Siham Lahlou Bankacem, MBA, PhD EELeadership Communication Strategies ✷✷Thu & Fri 9am-4pm, Feb 23 & 24, 2 mtgs EEManagement Theory, X 490.996 Management 4 units Enrollment deadline: Feb 23 Business Ethics m Policy, and Process This course is designed to improve interpersonal behav- Julie C. Grass, BA, Partner, The Momentum Group 891.02 Management 1.8 CEU X 190 Management 4 units c iors and communication skills for those in leadership Roberta F. Lachman, BA, Professional Development Enrollment limited to 25 students. Students in certain (New Accelerated Daytime format.) roles with the goal of improving relationships, productivity, Trainer/Coach Business and Management Certificates are required to This course presents the theory and application of and the quality of work. Topics include a review of basic successfully complete this seminar to receive their managerial functions; the processes of planning, orga- communication skills: listening, self-disclosure, and Coaching and Mentoring Employees certificate. For more information see page 26. nizing, leading, and controlling in a wide variety of methods of expression; more advanced skills: nonverbal 859.8 Management 0.6 CEU Reg# W9261B organizational settings; and how the management of communication, influencing behaviors, addressing hidden Managers and supervisors play a key role in coaching all Through Dec 9: $175 / After: $189 people and resources can accomplish organizational agendas, and male/female communication in the work- types of employees in all kinds of situations, but few have Jan 9-30 goals. Systems theory, contingency approaches, and place; conflict management skills; assertiveness; and had formal training in the process or understand the Chris N. Economo, MBA socio-technical systems are used to explain managerial responding to criticism. Experiential exercises, role- benefits. Coaching (and mentoring) suggests a support- playing, and small-group activities provide opportunities Reg# W9262B problem solving and decision making in organizational ive/collaborative approach rather than a directing or contexts and a global environment. Other topics include to practice different behaviors and integrate these skills controlling approach. For many employees, this may be Through Feb 14: $175 / After: $189 into personal strategies. Elective course in the Business Mar 14-28 motivation and participation leadership and communi- the most effective way to boost performance, harness Fundamentals Certificate. Chris N. Economo, MBA cation, management information systems, human & competitive energy, or defuse problems. This seminar resources management, management of technology, Reg# W8785B introduces the basic elements of coaching and mentor- EEInternational Taxation m managerial ethics, and other contemporary manage- Through Dec 12: $425 / After: $465 ing, discusses the appropriateness and benefits of each X 427.121 Management 4 units ment issues. Elective course in the Business Funda- UCLA: 2278 School of Public Affairs Bldg. approach, and provides specific application techniques Prerequisite: X 127 Federal Income Taxation, equivalent mentals Certificate. Enrollment limited. & Thu 6:30-9:30pm, Jan 12-Mar 22, 11 mtgs for a variety of personality types and work circumstances. experience, or consent of instructor. Required course in Reg# W8782B Enrollment deadline: Jan 26 Enrollment limited; no enrollment at the door. & the Taxation Certificate. Enrollment limited. For more Through Jan 22: $855 / After: $935 Steve L. Horowitz, PhD, Management Consultant, New Reg# W8786B Freedom Communications information see page 25. & Westwood: 416 1010 Westwood Center Through Feb 9: $155 / After: $165 ✷✷ Westwood: 320 1010 Westwood Center Reg# W8939B Mon & Wed 9am-12pm, Feb 22-Mar 28, ✷✷Fri 9am-4pm, Mar 9, 1 mtg Through Dec 11: $555 / After: $605 11 mtgs Jan 11-Mar 21 Enrollment deadline: Feb 29 The Manager’s Toolkit Enrollment deadline: Mar 9 Steve Rubens, JD, MBA Steve L. Keleman, EdD, Performance Improvement, For more information call (310) 825-2012 or Beth C. Gulas, MEd, President, WorkForce Manage- Keleman & Associates email [email protected]. ment, Inc.; organizational development consultant and Harriet L. Cohen, MEd, President, Training Solutions author of Working in the Dark: Keeping Your Job While Also of Interest Dealing with Depression EE Project Management That Works Cross-Cultural Communication and 859.3 Management 1.2 CEU EE International Human Management in a Global Workforce Making certain that projects achieve their objectives, Resources Management m X 490.8 Management 4 units meet deadlines, and come in within budget can be a X 450.65 Management 4 units This course is designed to provide students with the daunting but rewarding challenge. This seminar pro- Elective course in Professional Designation in and Com- fundamental principles and practical skill sets to under- vides the tools, concepts, and ways of thinking that merce. Enrollment limited. For more information see stand the diverse cultures that comprise the global enhance the likelihood of successful completion of page 36. & workplace of the 21st century. Participants will discover projects. Highly interactive, this course is specifically Reg# W8822B ‘cultural proficiency’-the cutting edge approach to suc- designed for those who are new to the world of project Through Dec 19: $555 / After: $605 cessfully navigating the intense diversity challenges of management and want an overview of key concepts Jan 19-Mar 15 today’s interdependent global business community. This that are applicable to a variety of situations. Through Daniel A. Van Bogaert, JD, Executive Compensation unique approach ensures effective communication by practical real-life examples, instruction covers the and Benefits, ERISA Compliance Consulting unraveling the complex cultural differences between stages of project management, elements most critical c UC credit; see page 149 individuals and the impact of cultural programming on to success, common problems and how to avoid them, different organizational cultures. Participants learn attributes of a good project manager, identifying and m Online course strategies for accommodating the diversity both within understanding project stakeholders, navigating politics, Not available passed/not passed their own and between international organizations. selecting your team and dealing with team dynamics, e Applies to General Business Studies Certificate. and leading and managing those who don’t report to Text required; see page 148 ­Enrollment limited. & you. Complementing lectures, class discussions, exer- & kkk cises, and small-group work, day-two of the course M Course held during daytime hours Enroll at uclaextension.edu or call (310) 825-9971 Business, Management & Legal 39

Also of Interest Online Courses For more information on the Health Care For technical requirements see page 4. Management and Leadership Certificate see Paralegal Training Program page 114 or call (310) 825-7093. Legal Secretary Training Program m Downtown Los Angeles & Westwood 808.62 Law 4.4 CEU Fundamentals of Behind every good attorney is a great legal secretary. • Health Law and Compliance Professionalism, competence, efficiency: these are the ABA-Approved Since 1975 X 442 Public Health 4 units qualities law firms seek in a legal secretary. In today’s • Offered in Cooperation with the 34 hours of MCLE credit available. business world, the legal secretary who has the legal, UCLA School of Law Prerequisite: Enrollment in Healh Care Management technical, and people skills to work effectively with • 5- and 12-Month Program Options and Leadership Certificate. Required course in Health lawyers, judges, staff, industry experts, clients, and the • Day and Evening Classes Care Management and Leadership Certificate. Enroll- general public is in high demand. That’s why the UCLA ment limited; enrollment prior to the first class required. Extension Legal Secretary Training Program (LSTP) has • Choose Your Location: For more information see page 114. & spent over a decade preparing students with practical Westwood Village or Reg# W8638B and substantive legal knowledge to work in this fast- Downtown’s Figueroa Courtyard Through Dec 10: $879 / After: $965 paced and challenging career. Our program can benefit • Taught by Judges, Attorneys, UCLA: 16-059, Dean’s Conference Room, not only those seeking to become legal secretaries, but School of Public Health anyone interested in learning about the law office Paralegals, and other Working Tue 6:30-9:30pm, Jan 10-Mar 27, 12 mtgs structure, the litigation process, and general legal Professionals John R. Hellow, for credits see page 114. principles. With specialized and focused instruction, our • Financial Aid Available program can prepare you to become a vital part of a • Lifetime Career Services and Principles of Health Organization legal team, broaden your opportunities for job advance- Assistance Management and Leadership ment, and enhance your goal of professional and X 443 Public Health 4 units ­personal growth. Our course consists of a practical Prerequisite: X 440 Introduction to the U.S. Health Care exercises, written assignments, exams, and a comput- Offered This Quarter System or consent of instructor. Required course in erized word processing skills exam. For technical 5-Month Daytime Program Health Care Management and Leadership Certificate. requirements see page 4. Enrollment limited; early This course is open to all students who meet the pre- enrollment advised. Required text available at Lu Valle Mon-Fri, 9am-12:30pm requisites; certificate candidacy is not required. Internet Commons bookstore: California Legal Secretary (2nd Jan 30-Jun 7 ed., vol. 18) by Marlene Hazlewood (James Publishing). access required to retrieve course materials. For more Westwood: G-33 E UCLA information see page 114. & For more information visit uclaextension.edu/lstp or call Extension Bldg. Reg# W8639B (310) 825-0741. & Through Dec 11: $879 / After: $965 Reg# W8404B Application Deadline: Jan 9 UCLA: 16-059, Dean’s Conference Room, Through Dec 11: $845 / After: $925 12-Month Evening Program School of Public Health Jan 11-Mar 28 Wed 6:30-9:30pm, Jan 11-Mar 28, 12 mtgs Deborah A. Deutsch, paralegal Tue & Thu, 6:30-10pm Sal J. Esparza, for credits see page 114. Feb 7, 2012-Jan 8, 2013 Essential Legal Research Tools and Downtown Los Angeles: Methods m X 408 Law 3.3 units Room 102 Figueroa Courtyard Legal Programs 33 hours of MCLE credit available. Application Deadline: Jan 13 This course is intended to develop fundamental legal For more information about legal courses call research skills that are helpful to anyone working either Paralegals may not provide legal (310) 825-0741. in the legal profession or in business. Students receive services directly to the public, except hands-on training in most methods of legal research as permitted by law. Business Law available to the public, and apply these research tech- X 108 Management 4 units c niques to sample problems. The course covers major Page 40. This course explores the legal environment in which areas of legal research, including, but not limited to, businesses operate and studies the interaction between cases, statutes, legislation, regulation, and other gov- business and the legal system. Students examine various ernmental rule-making guidance and background. areas of the law which are integral to the operation of Research as a process that can be used to ensure a business enterprises today. Topics include contracts, competent search for information has been completed torts, agency, Uniform Commercial Code, bankruptcy, and also is covered.For technical requirements see page 4. Plus... the legal principles applicable to the different forms of Enrollment limited; early enrollment advised. & business entities. Business owners, managers, accoun- Reg# W9420B Jump Start Your Paralegal Career tants, paralegals, and all those seeking to gain or Through Dec 10: $555 / After: $605 broaden their general understanding of the legal system Jan 10-Mar 27 at Our Free Information Sessions should benefit from this course. Business Law also No refund after Jan 11. prepares students for the legal section of the CPA Exam. Viviana L. Heger, Of counsel, Tropio & Morlan Required course in the Accounting, Business Fundamen- 2 Choices tals, and Business Administration Certificates. & Business Law m Sat, 10am-12pm, Dec 3, or Mar 10 Reg# W9361B X 108 Management 4 units c Through Dec 12: $495 / After: $545 Required course in the Accounting, Business Funda- Downtown Los Angeles: UCLA: 170 Dodd Hall mentals, and Business Administration Certificates. Thu 6:30-10pm, Jan 12-Mar 29, 12 mtgs Enrollment limited; early enrollment advised. For more Figueroa Courtyard No refund after Jan 19. information see this page. & Stephanie O’Neal, JD, Attorney, Law Offices of Sharon Reg# W9362B Oxboroujl Through Dec 11: $555 / After: $605 Join us at either free career-building event and: Jan 11-Mar 28 No refund after Jan 10. • Learn about opportunities in the paralegal field John Michael Strickland, JD, Yale Law School; BA in • Psychology and Political Science, Rice University Explore the benefits of UCLA Extension’s Paralegal Training Program • Get information on financial aid and lifetime career services • Hear from a member of the L.A. Paralegal Association and a graduate of our paralegal program • Sign up for our upcoming program

For more information, including admissions requirements and application procedure, visit uclaextension.edu/paralegal or call (310) 825-0741. 40 Business, Management & Legal Enroll at uclaextension.edu or call (310) 825-9971 Business Courses for Enhance Your Career Online Legal Professionals Legal Secretary Training ++Business Law Program Page 39. Built for Working Professionals Like You ++Taxation of Corporations and Shareholders Jan 11-Mar 28 Page 24. Get the focused instruction, information, and technical skills you need Taxation of Property Transactions to become a legal secretary. Plus, enjoy the convenience of courses from Page 24. your home or office. Partnership Taxation Estate Planning Get your questions answered. For more information on becoming a Page 24. Page 45. legal secretary, visit uclaextension.edu/legal or call (310) 825-0741. m International Taxation For more information call Page 25. (310) 206-1708. Free Information Session

++Also offered online. Sat 1-3pm Dec 3, Downtown LA: Figueroa Courtyard

Paralegal Training Reg# W5345B EEAdvertising Principles and Practices Fee: $6,250 Marketing and X 163 Management 4 units c For more information email [email protected], visit Downtown Los Angeles: 261 S. Figueroa St., This course takes a look at media advertising elements, uclaextension.edu/paralegal, or call (310) 825-0741. Figueroa Courtyard, Suite 100W, Advertising including digital, mobile, and social networks while rein- Classroom 102 For more information about specific courses call forcing the importance of traditional components—televi- EEParalegal Training Program Tue & Thu 6:30-9:30pm, Feb 7-Dec 18, (310) 825-4192 or email [email protected]. sion, magazine, online, and outdoor advertising—with X 406 Law 32.4 units 91 mtgs everyday applications. Discussion on advertising initiatives An ABA-approved paralegal program offered in coop- Donald M. Scotten, JD Certificates: features current campaigns, agency relationship, and eration with the UCLA School of Law. Marketing media organizations. Target audience development, UCLA Extension’s Paralegal Training Program (PTP) is Also of Interest General Business Studies with Concentration product positioning, creative messaging, media strategies, approved by the American Bar Association and seeks in Marketing and campaign execution also are explored. Elective course to prepare students to function as ethical, effective, For more information on the Health Care Business Administration with Concentration in the Certificate in Business Fundamentals. Internet and efficient professional paralegals in law firms, access required to retrieve course materials. Management and Leadership Certificate see in Marketing & businesses, government, and nonprofit organizations; page 114 or call (310) 825-7093. General Business Studies with Concentration Reg# W9335B to perform a wide variety of legal work under the Through Dec 10: $455 / After: $495 supervision of attorneys; and to adapt easily to the in Advertising Fundamentals of Business Administration with Concentration UCLA: 1222 School of Public Affairs Bldg. changing role of the paralegal as well as the changing Tue 6:30-9:30pm, Jan 10-Mar 20, 11 mtgs Health Law and Compliance in Advertising needs of the legal community. The PTP provides train- X 442 Public Health 4 units Cameron L. Andrews, MA, Principal Owner, Pier ing in substantive and procedural law, legal analysis, 34 hours of MCLE credit available. Communications For more information call (310) 206-1654 or professional responsibility, legal forms, legal technol- Our nation’s health care providers and delivery systems visit uclaextension.edu/bamcert. ogy, and practical skills needed to work in the public function under complex state and federal laws. Because EEEthics in Marketing and Advertising or private sector as a competent and professional health care delivery is dynamic rather static, the laws X 460 Management 2 units EE paralegal. This program fulfills educational require- governing those activities are ever-changing. This course Marketing Principles and Practices c This course introduces the student to the role of ethics ments to practice as a paralegal in California. Instruc- presents the fundamental legal structure that affects the X 160 Management 4 units in marketing in the U.S. and global economy. Students tors for the program are approved by the UCLA School provision of health care in the U.S. Topics include an This course surveys marketing methods, practices, and examine concepts, behaviors, practices, and challenges of Law, and include practicing judges, attorneys, overview of the history and development of our present institutions from the perspectives of manufacturers, relevant to the process of planning and implementing paralegals, and other legal professionals. Assistance health care industry, current reform initiatives, law- distributors, and consumers. Students examine market- the marketing practice and creating value via ethical in career counseling and job search opportunities are making and judicial processes, health care fraud and ing concepts, functions, operations, and organizations processes, systems, and strategies. Topics include available to current students and program graduates. abuse, regulatory compliance, contract and tort law of retail and wholesale enterprises; distribution chan- ethical promotion and pricing strategies, marketing Paralegals may not provide legal services directly to issues, medical staff licensure and credentialing, Medi- nels; market research; advertising; marketing costs; research, and marketing implementation. Internet the public, except as permitted by law. Lifetime place- care and Medicaid program requirements, Emergency pricing; cooperative marketing; marketing legislation access required to retrieve course materials. & ment assistance is available. Including candidacy, total and regulations; and trends. Required course in the Medical Treatment and Active Labor Act, consent and Reg# W9197B tuition is $6,500. For more information regarding how advance directives, Health Insurance Portability and Certificate in Business Fundamentals. Required course to apply, email [email protected], call (310) in the Certificate in Business Administration. & Through Jan 21: $285 / After: $309 Accountability Act (HIPAA), self-referral laws, and health UCLA: A44 Haines Hall 825-0741, or visit uclaextension.edu/paralegal. care organizations as business entities. Prerequisite: Reg# W9195B ­Visitors not permitted. Course materials are available Tue 6:30-9:30pm, Feb 21-Mar 27, 6 mtgs Enrollment in Healh Care Management and Leadership Through Dec 11: $455 / After: $495 Mark H. Stern, BS, President, Oasis Marketing both in class and via Internet. Restricted course; Certificate. Required course in Health Care Management UCLA: 5200 Math Sciences call (310) 267-5256 for permission to enroll. Web and Leadership Certificate. Enrollment limited; enroll- Wed 6:30-9:30pm, Jan 11-Mar 21, 11 mtgs EEPrinciples of Professional Selling enrollments automatically generate a “Permission to ment prior to the first class required. & Thomas R. Lewis, MBA, marketing consultant Enroll” request. Internet access required to retrieve X 460.16 Management 4 units Reg# W9196B course materials. & Reg# W8638B This course emphasizes role-playing, sales presentation Through Dec 10: $879 / After: $965 Through Dec 12: $855 / After: $935 scripting techniques, public speaking, and professionalism Reg# W5344B UCLA: 16-059, Dean’s Conference Room, Westwood: 415 1010 Westwood Center in sales, as well as developing a polished sales approach Fee: $6,250 School of Public Health ✷✷Tue & Thu 1-4pm, Jan 12-Feb 21, 11 mtgs for wholesale, specialty, and service selling. Topics include Westwood: G33E UCLA Extension Bldg. Tue 6:30-9:30pm, Jan 10-Mar 27, 12 mtgs (no mtg 2/9) controlling the selling process from start to finish; locating, ✷✷Mon, Tue, Wed, Thu & Fri 9am-12pm, Jan John R. Hellow, JD, MHA, Partner, Hooper, Lundy, and (accelerated daytime format) identifying, and qualifying prospects; obtaining appoint- 30-Jun 7, 91 mtgs Bookman, Inc. Mark H. Stern, BS, President, Oasis Marketing ments and selling by phone; demonstrating products and (no mtg 2/20, 3/30 & 5/28) services; handling objections and closing the sale; selling Donald M. Scotten, JD after the close; using telemarketing, marketing specialists, Marc Blau, JD, Assistant Regional Director, US Securi- and networking to find prospects; the ethics of sales; and ties and Exchange Commission the legal pitfalls of selling. Scott Jason Leipzig, JD, Partner, Allen Matkins & Haydee Capdet, BA Reg# W9201B Through Dec 12: $455 / After: $495 kkk UCLA: A44 Haines Hall Thu 6:30-9:30pm, Jan 12-Mar 22, 11 mtgs Mark H. Stern, BS, President, Oasis Marketing David A. Novak, BS, President/Owner, Tradewind Marketing Enroll at uclaextension.edu or call (310) 825-9971 Business, Management & Legal 41

EEStrategic Marketing The Power of Brand: X 460.35 Management 4 units Brand Management In this capstone course, students apply skills learned in X 460.41 Management 4 units a project-based curriculum. Working in a team structure Explore, learn, and understand the complexities in the Marketing Certificate that simulates a real-life marketing department or development, sustainability, and leverage of a brand. In consultancy, participants apply marketing and advertis- this comprehensive course, participants learn how ing principles, conduct market research, and address brand identity must be nurtured and managed to posi- issues of brand identity and target marketing to develop tively affect a company’s performance and future, as and create a strategic marketing solution to a specific well as understand the power and importance of a and current challenge. Guidance and advisement are brand from its creation through execution. This course provided by the instructor and industry experts who presents students with an overview of brand develop- form part of a review team. At the conclusion of the ment; brand research; and brand management struc- course, proposals are presented in class and submitted tures for sales, marketing, advertising, and promotional to sales and marketing professionals who assess, cri- purposes. In addition, students explore how companies tique, and provide feedback. Prerequisite: X 160 Mar- develop financial wealth by extending existing brands keting Principles and Practices and X 466 Consumer and controlling and/or influencing brand pricing and Market Research or Professionals with a minimum of distribution. Additional topics include an overview of two years experience may enroll. Internet access brand history, understanding the differences between required to retrieve course materials. & brand equity and brand identity, and consideration of Reg# W9198B how brands are won and lost. Students are exposed to Through Dec 10: $455 / After: $495 marketing executives who have had direct experiences UCLA: 1209B Bunche Hall with major consumer and commercial brands. Internet Tue 7-10pm, Jan 10-Mar 20, 11 mtgs access required to retrieve course materials. & This 36-unit program is designed to prepare students with the Gregory J. Pollack, MBA, Owner/President, PBM Reg# W9280B Marketing Solutions Through Dec 10: $455 / After: $495 skills needed for success in the dynamic and competitive field UCLA: 220 Haines Hall of marketing. It is intended for individuals seeking a marketing EENew Media Marketing Tue 6:30-9:30pm, Jan 10-Mar 20, 11 mtgs career as well as business professionals who want to update their X 460.394 Management 4 units Beverly W. Macy, BA, CEO, Gravity Summit, Inc.; This fast-paced course discusses how digital media author of The Power of Real-Time Social Media Market- skills and keep abreast of emerging trends. technology has changed marketing, and gives detailed ing; UCLA Extension Distinguished Instructor Award, strategies on how to embrace such evolving platforms 2010 Required courses build strong foundational skills in core subject as Facebook, YouTube, Twitter, mobile apps, websites, areas and develop analytical, critical, and creative thinking. search engines, newsletters, and many more. You learn EEGlobal Marketing and Strategy how to integrate these tools and tactics into goal-ori- X 460.483 Management 4 units Elective courses guide students into functional areas of marketing, ented campaigns that enhance brands, create a buzz, This course lays the foundation to gaining competitive allowing them to develop skills necessary to take on the many and motivate desired behaviors. You do not need any advantage in the global marketplace by providing a prior knowledge of these media, and no programming hands-on understanding of the competitive implications challenges present in this constantly evolving field. skills are needed, but Internet access outside of the affecting global marketing strategies, as well as covers classroom is required. Internet access required to the factors that govern the decision to enter export Group A: Core Courses X 460.3 Consumer Behavior retrieve course materials. & marketing and analyzes planning, organizing, and (24 Units Required) X 460.394 New Media Marketing Reg# W9292B managing an international business marketing strategy. (Courses are 4 units unless otherwise Through Dec 11: $455 / After: $495 Topics include foreign market surveys; the role of X 460.398A Social Media Marketing UCLA: 6229 Math Sciences competitive intelligence; understanding trade barriers, specified.) Wed 7-10pm, Jan 11-Mar 21, 11 mtgs pricing, distribution channels, and cultural differences X 160 Marketing Principles and X 460.43 Extreme Marketing Karl Kasca, AB, Principal and Founder, Kasca & that affect marketing strategies; and how to create a Associates competitive marketing strategy. Students will gain a Practices X 460.483 Global Marketing comprehensive understanding of global competitive X 460.41 The Power of Brand: and Strategy marketing core concepts and how global competitive Social Media Marketing Brand Management X 460.398A Management 4 units marketing strategies can affect a company’s future X 463.01 Advertising in the Digital Age performance. Internet access required to retrieve (Accelerated Daytime format.) X 460.52 Integrated Marketing X 460.86 Customer Relationship course materials. & Over 100 million videos are downloaded from YouTube Communications daily. Technorati tracks over 50 million blogs. Social Reg# W9203B Management networking sites, such as MySpace and Facebook, Through Dec 10: $455 / After: $495 X 466 Consumer Market Research X 460.494 New Business contain millions of user profiles. This course looks at UCLA: 154 Royce Hall the new channels of marketing, advertising, and com- Tue 7-10pm, Jan 10-Mar 20, 11 mtgs X 460 Ethics in Marketing and Development & Pitching the munication that make up social media and the Web, Alexandre P. Nascimento, MBA, PMP Advertising (2 units) Perfect Presentation exploring how these tools fit into a company’s traditional X 463.4 Media Planning and Analysis integrated marketing strategy. Using case studies and EEInternship in Marketing and X 461A Writing for Marketing and real-world examples from large corporations and small Advertising Advertising (2 units) X 463.13 Media Sales in a business, students explore current examples and future X 460.484 Management 5 units opportunities of how marketing professionals embrace Cross‑Platform World The internship provides practical experience in a variety Capstone Course online social networks, user-generated content and of advertising and marketing job functions with compa- X 460.484 Internship in content sharing, blogs, and Twitter, to create brand nies or institutions within either the private or public X 460.35 Strategic Marketing Marketing and Advertising awareness and buzz. Learn practical tips and tech- sectors. Students intern with marketing or advertising niques as well as see the bigger picture to help suc- companies within the Los Angeles area for a minimum Prerequisite: Satisfactory comple- X 470.10 Web Analytics cessfully leverage social media marketing for your own of 75 hours. Prerequisite: International Students: Before tion of the above courses and at environment and purpose. Internet access required to enrolling, international students must complete nine least one elective or two years of X 480.5 Green Marketing Strategies retrieve course materials. & months of full-time study in F-1 status and contact the professional experience. Reg# W9202B International Student Office at (310) 825-9351 to X 490.8 Cross-Cultural Through Jan 21: $855 / After: $935 confirm eligibility. UCLA Extension does not provide Communication and Management Westwood: 307 1010 Westwood Center placement or guarantee internship availability. Prior to Group B: Electives in a Global Workforce ✷✷Tue & Thu 9am-12pm, Feb 21-Mar 29, enrollment, students are provided a list of firms offering (12 Units Required) 12 mtgs internship opportunities and should contact the com- X471.10 Marketing with Frederick Nager, MBA, Founder, Atomic Tango LLC panies directly to arrange an interview. Enrollment is X 163 Advertising Principles and Google AdWords limited to the number of available internships. UCLA Practices Extension’s Department of Business and Management An Application for Candidacy must approve of all firms offering internships. Visitors X 460.16 Professional Selling: must be submitted by the comple- not permitted. Certificate students are eligible for a A Practical Approach tion of the second course to be discounted course fee. Please contact the student c UC credit; see page 149 advisor at (310) 825-1238 for more information. officially enrolled. Restricted course; call (310) 825-1238 for permission m Online course to enroll. Web enrollments automatically generate a “Permission to Enroll” request. For detailed course information visit uclaextension.edu/marketing. e Not available passed/not passed Reg# W8803B For certificate information or counseling call (310) 825-1238 or & Text required; see page 148 Fee: $635 email [email protected]. Earl I. Wilson, MBA, President, Wilson & Associates M Course held during daytime hours 42 Business, Management & Legal Enroll at uclaextension.edu or call (310) 825-9971

Announcing... Are You Win a Free Social Media and Completing Your Marketing Class! Certificate? “Like Us” on Facebook for a chance to win a free enroll- Web Analytics To take part in Extension’s 2012 ment. Plus, stay connected with A New Concentration in the Marketing Certificate Graduation Ceremony in June, us for updates and join our you must be officially enrolled community online. Show your savvy and get involved with these growing areas of Marketing: in your desired certif­icate by February 15, 2012 and have com- Just search for us on Facebook Social Media and Web Analytics. UCLA Extension proudly offers this under “ucla extension marketing” new concentration which allows specialization in what is rapidly devel- pleted your program between Fall 2011 and Summer 2012. or visit uclaextension.edu/ oping to be a cornerstone of a Marketing professional portfolio. fbmarketing. If you meet the above criteria Required Courses X 481.23A Social Media for Designers call (310) 206-1654 or email To earn your certificate with this (4 units) [email protected] concentration, you must complete X 481.99AF User Experience Design to save your spot at graduation. the core requirements of the Mar- (4 units) keting Certificate (see the ad on page 41 for details on required X 405.23 Digital Entertainment Media courses), as well as earn 12 units (4 units) from the following courses: X 425 Best Practices in Social Media X 460.394 New Media Marketing for the Communications Professional (2 units) EEWriting for Marketing and Advertising Reg# W9341B (4 units) X 461A Management 2 units Through Dec 9: $455 / After: $495 Westwood: 204 ABC Extension Lindbrook X 460.398A Social Media Marketing X 478.5 Crisis Management and Writing for marketing and advertising is all about craft- Communications: Safeguarding Image ing a message. This course aims to build the essential Center (4 units) skills to write clear, concise, and compelling messages Mon 7-10pm, Jan 9-Mar 26 and Viability (2 units) Westwood: 202 Extension Lindbrook Center X 463.01 Advertising in the Digital for all media. Over 6 weeks, you study and practice X471.10 Marketing with Google writing proposals, direct mail pieces, brochure copy, Tue 7-10pm, Jan 17, 11 mtgs Age (4 units) sales letters, business plans, and create materials for (no mtg 1/16 & 2/20) AdWords (4 units) Tracey D. McCormack, BS, CEO, McCormack Media X 470.10 Web Analytics (4 units) digital delivery via the web. Highly interactive and par- ticipatory, the course features weekly assignments that Services; Vice President/Ad Sales, SiTV stretch your creativity and provide practice in headline James M. Baral, BA, Vice President/Network Sales Learn more about the Marketing Certificate and this new concentration by writing, as well as refine presentation skills in marketing Manager, Western Region, Univision visiting uclaextension.edu/marketing. communication. You present your work to the class and instructor, and receive constructive critiques. Using this EEDeveloping an Advertising Campaign enjoyable, pragmatic approach, the course goal is to X 463.6 Management 4 units New Business Development and Customer Relationship Management write all formats of documents typical in the marketing An in-depth study of the creation of advertising cam- Pitching the Perfect Presentation X 460.86 Management 4 units communications industry from marketing plans to paigns—from the objectives set by marketing to the X 460.494 Management 4 units In the global marketplace, where the overriding empha- advertising copy. Internet access required to retrieve solutions needed to obtain those objectives. Instruction Vital to the success of any marketing initiative or busi- sis is on cost, the value of the customer can transcend course materials. & covers defining and identifying the basic criteria needed ness venture is the ability to develop appropriate content the great race to the bottom line and allow businesses Reg# W9285B to plan and implement an advertising campaign, as well and present it. The course teaches you how to develop to thrive while others are victimized by rapidly changing Through Dec 10: $285 / After: $309 as the role creative communications plays in motivating the perfect business pitch for selling products and ser- buying behavior fueled by an explosion of technology. UCLA: 118 Haines Hall the target audience. Other topics include marketing, the vices to prospects or pitching a new venture to potential This course provides students with a working knowl- Tue 7-10pm, Jan 10-Feb 14, 6 mtgs marketing plan, and the advertising plan; advertising as investors. Instruction covers the latest techniques for edge of the principles and best practices for managing Frederick Nager, MBA, Founder, Atomic Tango LLC communication; marketing, advertising, and the con- making powerful “elevator pitches,” formal presentations, customer relationships that result in unsolicited testi- sumer; developing an integrated advertising plan; deter- and cold-calls. Preparing the right materials and visuals monials and relationship annuities. Students learn how EEMedia Sales in a mining advertising objectives; developing and executing for business development also is addressed. Internet to quantify customer orientation and how to develop a creative strategy; and evaluating the advertising “Cross-Platform World” ­campaign. Students plan strategies and tactics using access required to retrieve course materials. & relationship-driven customer management systems X 463.13 Management 4 units demographics and psychographic information. Reg# W9204B based on the judicious use of resources born from a Learn to think “Cross Platform.” Today’s ideas tran- & Through Dec 12: $455 / After: $495 decisive strategic plan. Topics include customer profil- scend media platforms and marketers focus on the Reg# W9337B UCLA: 1234 School of Public Affairs Bldg. ing, market segmentation, customer service, retention, concept and the consumer experience. Learn how to Through Dec 12: $455 / After: $495 Thu 7-10pm, Jan 12-Mar 22, 11 mtgs relational databases, and CRM software. Student are be a consultative seller, what’s important to marketers UCLA: A25 Haines Hall Nance A. Rosen, MBA, author of Speak Up! encouraged to participate in discussions on current and and agencies, and how to successfully connect the dots Thu 7-10pm, Jan 12-Mar 22, 11 mtgs & Succeed generally unpredictable trends, return on investment for your media company to make the deal. This course Arnold S. Zelonka, BA, President/Creative Director, from sales and marketing expenditures, and how popu- resets the sales process to identify an advertiser’s goals Impresario Advertising EEIntegrated Marketing lar myths propel the uninitiated to obscurity and extinc- and objectives and provide media and communications tion. The course is intended for students and business solutions. Being a media seller in the new cross-plat- EEConsumer Market Research Communications professionals who have taken one or more courses in X 460.52 Management 4 units form world requires an evolved orientation to selling. X 466 Management 4 units personal selling, marketing, market research, product You must create value vs. selling a commodity, become Providing a comprehensive and practical approach to This course focuses on the latest marketing communi- development, the physiology of why people buy, and cation practice, known as integrated marketing com- your clients personal brand manager, and advocate in conducting relevant, useful marketing and advertising advertising. Coursework lends insight into the key CRM the process while representing your company. Topics research, this course examines consumer behavior and munications (IMC), featuring an overview of the major concepts needed to make informed and effective busi- media, including broadcast, print, outdoor, point of include redefining the approach to media sales; an how it can influence marketing and advertising deci- ness decisions, make more sales, and increase profits overview of television, online, and mobile ad sales, sion-making as well as methodologies in order to purchase, direct mail, Internet, telemarketing, public with ease. relations, and promotion. The emphasis is on how to & including all aspects of the sales process; establishing gather primary and secondary research data, analyze analyze the marketplace and create an IMC program Reg# W9205B your base of product knowledge; researching what’s and interpret that data, and make recommendations that orchestrates as many brand “touchpoints” as pos- Through Dec 9: $455 / After: $495 important to your clients; and building the presentation based on research activities. Instruction also explores sible to ensure that consistent messages are being sent UCLA: 164 Royce Hall through to the dealmaking stage. You craft, research, the use of surveys and focus groups—on and offline— and that stakeholders are being heard, resulting in a Mon 7-10pm, Jan 9-Mar 26, 11 mtgs prep, and deliver mock sales/marketing presentations as well as conventional research methods. Students stronger brand and increased sales. Internet access (no mtg 1/16 & 2/20; 1 mtg to be arranged) and navigate a real-world experience in developing a build valuable skills and techniques needed to tabulate, required to retrieve course materials. & Peter Kraus, President/Owner, Interwoven Busi­ true cross-platform campaign. Ideas and concept sell- analyze, and present market research data, the founda- ness Consulting, specializing in sales, marketing, tion of a well conceived marketing strategy. Internet Reg# W9199B ing doesn’t have barriers—nothing is traditional media and start-ups access required to retrieve course materials. Through Dec 12: $455 / After: $495 or new media, just best practices, all with the goal of & UCLA: 1209B Bunche Hall doing good work. Finally, you delve into basic under- Reg# W9200B Thu 7-10pm, Jan 12-Mar 22, 11 mtgs standing of media metrics, examine ratings information Through Dec 11: $455 / After: $495 Joseph Hartnett, BA, Hartnett & Associates and support research, then apply this information to the UCLA: 5272 Boelter Hall sales process. Internet access required to retrieve Wed 7-10pm, Jan 11-Mar 21, 11 mtgs course materials. & Terri L. Horton, MBA, President, TLT Consulting, LLC kkk Enroll at uclaextension.edu or call (310) 825-9971 Business, Management & Legal 43

Online Courses New Course Marketing with Google AdWords m For technical requirements see page 4. X 471.10 Management 4 units This course focuses on how to create and manage a Personal Finance Sequence EEMarketing Principles and Google AdWords account and the ad creation and Financial Empowerment in a Convenient Format Practices m optimization process for maximum traffic generation. c AdWords campaign management issues are explained, X 160 Management 4 units including strategies for selecting optimal keywords Required course in the Certificate in Business Enhance your financial literacy by attending the Personal Finance critical to the success of AdWords ads. Other topics Sequence. These 3 seminars outline strategies and techniques for suc- ­Fundamentals. Required course in the Certificate in include bidding strategies for keywords, quality score Business Administration. For more information see and click-thru rate (CTR) metrics, computing return on cessfully managing your finances to help you reach your long-term page 40. & investments (ROI) as it pertains to AdWords advertising, financial goals. Reg# W9241B analytics service in conjunction with AdWords, and Through Dec 18: $555 / After: $605 Google Analytics and Google Website Optimizer for The 1-day seminars can be taken Offered This Quarter Jan 18-Mar 28 maximizing ad effectiveness. Required course in Mar- individually or you can enroll in Barbara A. Barney-McNamara, MBA, Consultant/ keting Certificate with Concentration in Social Media Moving from Debt to Wealth on Any Owner, Marketing Avenue and Web Analytics. all 3 and receive a $50 rebate after Income Reg# W9326B completing all 3 seminars. EEAdvertising Principles and Tax Strategies for Building and Through Dec 18: $555 / After: $605 Early enrollment is highly Practices m Jan 18-Mar 28 Maintaining Wealth X 163 Management 4 units c Ash Pahwa, PhD, CEO, AssaySoft, Inc. recommended. Elective course in the Certificate in Business Fundamen- Mutual Funds Investing: Making the For more information call tals. Enrollment limited. For more information see EEGreen Marketing Strategies m Right Choices page 40. & X 480.5 Management 4 units (310) 825-4938 or visit Reg# W9327B Elective course in Global Sustainability Certificate. uclaextension.edu/pf-sequence. Page 44. Through Dec 19: $555 / After: $605 Enrollment limited; early enrollment advised. For more Jan 19-Mar 29 information see page 27. & David G. Mahal, AEMBA, President, DGM Associates Reg# W9179B Through Dec 19: $555 / After: $605 EENew Media Marketing m Jan 19-Mar 29 X 460.394 Management 4 units Alexandre P. Nascimento, MBA, PMP For more information see page 41. & Reg# W9418B Fundamentals of Through Dec 17: $555 / After: $605 Jan 17-Mar 27 Personal Finance Matthew Gilbert, MBA, Managing Director/Owner, Personal Finance Generative Learning Group For more information call (310) 825-4938 or email [email protected]. Here’s the course you wish you had EEThe Power of Brand: taken back in college! Brand Management m The courses and seminars in this section are X 460.41 Management 4 units designed for individuals who are seeking a Relevant for anyone at any age For more information see page 41. & better understanding of their own personal and any financial background, this Reg# W9243B finances. Instruction covers a variety of course provides the information Through Dec 19: $555 / After: $605 ­topics, including investments, money ­management and budgeting, educational and underlying principles to under- Jan 19-Mar 29 stand your finances. Robert J. Liljenwall, MBA, President, The Liljenwall funding, asset protection and insurance, and Group; recipient, UCLA Extension Distinguished Instruc- retirement planning. Learn the essentials of cash and tor Award, 2007 EEFundamentals of Personal Finance credit management, investment EEIntegrated Marketing X 430.61 Management 4 units basics, asset protection, planning Communications m This is the one course that everyone wishes they had for retirement, and more. By the X 460.52 Management 4 units taken back in college. Intended for individuals of any time you leave the class, you’ll have Enrollment limited. For more information see age and financial background, this course provides the a step-by-step plan to enhance your This page. page 42. & fundamentals and underlying principles of personal finance. Instruction provides a comprehensive review in financial future. For more information call Reg# W9295B the areas of cash management and consumer credit; (310) 825-4938. Through Dec 17: $555 / After: $605 investment basics including stocks, bonds, and mutual Jan 17-Mar 27 funds; housing and other consumer decisions; insur- Enrollment deadline: Jan 21 ance; legal protection; retirement planning; funding Steven Van Hook, PhD, Founder, World Wide Media educational expenses; and estate planning. Students customized plan that is designed to preserve and grow Private Wealth Management Relations learn the essentials of financial planning so that they your wealth, help you gain confidence to manage your 833.648 Management 1.4 CEU financial team, and provide the tools you need to man- Maintaining and growing wealth are difficult and require m can make informed decisions regarding their personal Media Planning and Analysis finances and long-term financial security. Participants age your wealth like a business. Enrollment limited. different skills than those needed to create wealth. In X 463.4OL Management 4 units leave the class with a thorough understanding of plan- Advance enrollment highly recommended. Participants this program, wealth owners, their families, and their This course examines the function and objective of the ning techniques and a step-by-step approach for put- may enroll at the door, space permitting. family executives learn to manage their wealth more media, as well as the stucture and operation of agency ting these techniques into action. & Reg# W8966B (Singles) effectively and build more productive relationships with media departments. Topics include fundamentals of advisors. Designed for those with significant financial Reg# W9379B Fee: $1,095 media research, evaluation and function of major media investments, this forum takes an integrated and stra- Through Dec 10: $425 / After: $465 Reg# W8968B (Couples) forms, media programs in relationship to consumer tegic approach to wealth management, weaving UCLA: 2278 School of Public Affairs Bldg. Fee: $1,095 product usage patterns, costs and weight evaluations, together issues of family, investment, and tax and Tue 6:30-9:30pm, Jan 10-Mar 27, 12 mtgs Westwood: 204 ABC Extension Lindbrook and writing a media plan. For technical requirements Center estate planning. see page 4. Enrollment limited. Steven L. Gail, BA, Registered Option Principal, Amerivet Securities, Inc. Wed 6-8:30pm, Feb 8-Mar 7, 5 mtgs Reg# W9778B Reg# W9323B Robert J. Bancroft, BS, CIMA, AAMS, CIMC Through Jan 23: $269 / After: $295 Through Dec 17: $555 / After: $605 Jason K. Bleimeyer, BS, CIMA, CIMC Beverly Hills: Beverly Wilshire Hotel, 9500 Jan 17-Mar 27 Wealth That Lasts 833.641 Management 1.8 CEU Reg# W8967B (Singles) Wilshire Blvd. Keith A. Gosselin, MBA, President, KKG Marketing Managing personal wealth is a business that should be Fee: $1,095 ✷✷Thu & Fri 9am-5:30pm, Feb 23 & 24, 2 mtgs Consultants guided by solid plans based on your goals, assets and Reg# W8969B (Couples) Walter J. Clarke, Managing Partner, Oxford Investment lifestyle needs. Yet many individuals and families treat Fee: $1,095 Partners EE m Consumer Market Research their investments in a non-businesslike manner. This Scottsdale AZ: The Westin Kierland Resort X 466 Management 4 units course is designed exclusively for affluent individuals & Spa, 6902 E. Greenway Parkway Enrollment limited. For more information see and families who want to learn how to better manage Wed 6-8:30pm, Feb 8-Mar 7, 5 mtgs page 42. & their wealth in a proactive, comprehensive, and objec- Robert J. Bancroft, BS, CIMA, AAMS, CIMC Reg# W9245B tive manner. In an easily communicated way, the course Jason K. Bleimeyer, BS, CIMA, CIMC Through Dec 17: $555 / After: $605 teaches you, the individual investor, how to apply a Jan 17-Mar 27 process-driven approach to wealth management by Bianca Maria Philippi, EdM, President, Creative Insights focusing first on your personal goals and objectives. Instructors work with you to ultimately develop a 44 Business, Management & Legal Enroll at uclaextension.edu or call (310) 825-9971 Your Transition to Retirement: Reg# W9247B Reg# W9186B Creating a Lifelong Income Through Dec 21: $95 / After: $105 Through Dec 12: $425 / After: $465 833.813 Management 1 CEU Westwood: 209 Extension Lindbrook Center Personal Financial UCLA: 146 Dodd Hall (Includes course materials.) ✷✷Sat 9am-4pm, Jan 21, 1 mtg Thu 6:30-9:30pm, Jan 12-Mar 29, 12 mtgs ® Planning ® This course is ideal for those who are recently retired Rennie Gabriel, BA, CLU, CFP , President, The Finan- Stephen T. Minihan, MBA, CFP , Westlake Financial and those concerned financially about whether or not cial Coach, Inc. For more information call (310) 206-1689 or email Advisors they will be able to retire some day. Unlike other retire- [email protected]. ment planning courses that focus solely on the accu- Tax Strategies for EEInvestments in mulation of assets, this course also covers the transition Building and Maintaining Wealth The courses in this section are part of UCLA Personal Financial Planning from accumulation to the distribution phase and identi- 833.64 Management 0.7 CEU Extension’s evening/online Personal Financial X 430.32 Management 4 units fies critical financial strategies so you don’t outlive your (Includes course materials.) Planning Certificate and are intended for cur- 34 hours of MCLE credit available. money. Key planning areas covered include identifying This 1-day seminar is designed for individuals who are rent financial planning professionals who want An examination of the role of various investment the most common mistakes that retirees make and how interested in implementing proven tax strategies for to expand their careers or students who are vehicles in meeting financial goals, securities markets to avoid them, determining the income you will need in reducing overall tax liabilities and increasing cash flow. planning to pursue a career change in this and sources of information about the various instru- retirement and where it will come from, a review of Participants learn how to lower or defer federal and profession. The courses also provide approved ments traded, and the procedure of trades. This course withdrawal rate strategies based on recent academic state income taxes, capital gains taxes, and estate course work for students who also are planning introduces various market theories, including modern studies, and creating a lifelong income so you won’t taxes. The seminar includes a multi-line analysis of the to sit for the CFP® Certification Examination. portfolio theory and the extension to this theory by outlive your money. Participants leave the class with a 1040 tax form in terms of both a tax strategy and Markowitz and Sharpe. Other topics include the analy- clearer understanding of how to analyze their options financial-planning perspective. Current pension law also JOSEPH G. DEVANNEY SCHOLARSHIP sis of business cycles; market analysis; analysis of and successfully manage their own transition from is reviewed to determine the best options for managing Students who are pursuing the Personal Financial individual companies; the market in debt instruments; retirement assets, including pensions, IRAs, and 401K and alternative instruments, including options, war- accumulation to distribution. This course also includes Planning Certificate may be eligible for the Joseph many examples of real life retirement and investment plans, to ensure desired distribution benefits and a rants, convertibles, commodity futures, mutual funds, G. Devanney Scholarship. For more information call situations. Enrollment limited. Advance enrollment maximum transfer of wealth. Enrollment limited. and tangibles. Prerequisite: X 430.31 Survey of Per- highly recommended. Participants may enroll at the Advance enrollment highly recommended. Participants (310) 825-7728. sonal Financial Planning and X 430.391 Financial door, space permitting; payment by credit card only. may enroll at the door, space permitting; payment by Analysis in Personal Financial Planning, or consent of EESurvey of Personal Financial Planning Reg# W8971B credit card only. instructor. Required course in Personal Financial Plan- X 430.31 Management 4 units Through Jan 28: $305 / After: $335 Reg# W9269B ning Certificate. Internet access required to retrieve 34 hours of MCLE credit available. 15 hours of Westwood: 214 Extension Lindbrook Center Through Jan 25: $95 / After: $105 course materials. & California Department of Insurance Continuing Tue 6:30-9:30pm, Feb 28-Mar 20, 4 mtgs Westwood: 214 Extension Lindbrook Center Reg# W9187B Education credit available. Paul F. Heising, MBA, CFP® ✷✷Sat 9am-4pm, Feb 25, 1 mtg Through Dec 10: $425 / After: $465 This course introduces students to the profession of David R. Bergmann, BS, CFP®, EA, CLU, ChFC, Man- UCLA: 167 Dodd Hall personal financial planning, emphasizing the identifica- aging Principal, The David R. Bergmann Group Tue 6:30-9:30pm, Jan 10-Mar 27, 12 mtgs Empowering Women Who Want tion and quantification of financial objectives and the Stephen T. Minihan, MBA, CFP®, Westlake Financial Financial Health and Wealth interrelated facets of a wide range of technical personal New Seminar Advisors 833.817 Management 2.6 CEU financial planning material. The course is intended for Why do women need to be smart with money? Money Investing in Mutual Funds and ETFs individuals who wish to become practitioners in finan- EE is the vehicle to financial empowerment and a key ele- 833.613 Management 0.7 CEU cial planning, those considering a career transition, and Income Taxation in ment for living life to its fullest. This course illustrates (Includes course materials.) for professionals currently in the financial services Personal Financial Planning how to take control of your financial future—slowly, Today, investors can choose from thousands of mutual industry seeking to advance their careers—bankers, X 430.33 Management 4 units steadily, and with proven success. Learn how to set and funds and exchange traded funds (ETFs) when trying to insurance and security brokers, investment and finan- 34 hours of MCLE credit available. achieve their financial goals; how to live past retirement put together the optimum investment portfolio for meet- cial advisors, real estate professionals, CPAs, trust This course examines the issues and determination of age within their income; and how to leverage money, ing long-term financial objectives. To navigate this maze officers, and attorneys. Topics include qualitative and tax liability for numerous events and activities as they investments, and other resources for both themselves of options, investors need a solid understanding of the quantitative methods used in the financial planning relate to the financial plan. Students are provided with and their family. Additional topics include being prepared risks and rewards offered by these popular investment decision-making process. Principles of income taxation, the information and tools of income taxation necessary for emergency spending, alternative methods for self- vehicles. This 1-day seminar begins with a review of investment analysis and procedure, insurance, employ- for making financial planning decisions within the employed individuals to protect investments and wealth, basic investment principles, including an overview of ment benefit plans, estate planning, cash-flow manage- context of either personal or client financial goals and planning for a legacy for your family, learning about your the equity and bond markets, alternative asset classes, ment, ethics, strategies, and processes of professional objectives. Topics include tax issues and concepts in relationship with money, and debt and credit manage- and a history of the mutual funds and ETF industries. practice are covered. Required course in Personal relation to insurance, investments, benefit planning, ment. You leave the class empowered to embrace the Participants are introduced to various investment styles Financial Planning Certificate. May be taken prior to or intrafamily transactions, and business operations. investment world during these changing times. and strategies (index vs. actively managed funds; concurrently with X 430.391 Financial Analysis in Students are taught and asked to demonstrate an Reg# W8770B financial risk-balancing techniques; and the selection Personal Financial Planning. Both of these courses must understanding of the following planning techniques: Through Jan 25: $385 / After: $419 process using fund prospectuses, annual reports, and be taken before all other courses in the Certificate in excluding income, deferring income, shifting income, UCLA: 1425 Physics & Astronomy Bldg. online resources). Students leave with a better under- Personal Financial Planning. & and managing or timing income. Prerequisite: X 430.31 Survey of Personal Financial Planning, X 430.391 ✷✷Sat 9am-3pm, Feb 25-Mar 31, 6 mtgs standing on how to construct a diversified mutual fund Reg# W9155B Financial Analysis in Personal Financial Planning, and Kenia Davalos, MPA, BA, County Commissioner, Small and ETF portfolio. Enrollment limited. Advance enroll- Through Dec 10: $425 / After: $465 X 427.08 Fundamentals of Tax Preparation, or X 127 Business, Harvard Business School Graduate Corporate ment highly recommended. Participants may enroll at UCLA: 170 Dodd Hall Federal Income Taxation, or consent of instructor. Governance the door, space permitting; payment by credit card only. Tue 6:30-9:30pm, Jan 10-Mar 27, 12 mtgs Required course in Personal Financial Planning Certifi- Reg# W9578B Todd S. Davidson, JD, Certificate in Personal Financial cate. Core course in the Taxation Certificate. & Seminars Through Feb 17: $95 / After: $105 Planning, UCLA Extension; Owner, Davidson Financial Westwood: 214 Extension Lindbrook Center Planning Reg# W9343B ✷✷Sat 9am-3pm, Mar 17, 1 mtg Through Dec 12: $425 / After: $465 Moving from Debt to Wealth Instructor to be announced EEFinancial Analysis in UCLA: 167 Dodd Hall on Any Income Thu 6:30-9:30pm, Jan 12-Mar 29, 12 mtgs 833.61 Management 0.7 CEU Personal Financial Planning David R. Bergmann, BS, CFP®, EA, CLU, ChFC, Man- X 430.391 Management 4 units (Includes course materials) Online Courses aging Principal, The David R. Bergmann Group If it seems like all the money you earn comes in one 34 hours of MCLE credit available, including 3 hours of Legal Ethics. 6 hours of California Department of hand and just goes out the other, you’re not alone. Over For technical requirements see page 4. EEPersonal Financial Planning 90% of our population has not been taught the basics Insurance continuing education credit available. This course covers the basic analytic tools and math- Practicum of handling money effectively and only an estimated EEFundamentals of Personal X 430.38 Management 4 units 10-20% of American workers and business owners will m ematical techniques used in personal financial planning Finance and introduces the economic concepts underlying the 34 hours of MCLE credit available. Students enrolled retire feeling financially secure. In this seminar, partici- X 430.61 Management 4 units profession. Topics include percentage calculations, in this course are eligible to apply for the Joseph G. pants learn a revolutionary system to move from debt Enrollment limited. For more information see family cash flows, basic corporate financial statements, Devanney Scholarship which is awarded each academic to financial independence, a system which is consis- page 43. & quarter to offset course fees for X 430.38 Personal tently practiced by the wealthiest people in the country. interest and compound growth, understanding the Reg# W8741B financial section of the newspaper, bond yield calcula- Financial Planning Practicum (classroom or online). Topics include how to set and achieve your financial Through Dec 18: $555 / After: $605 The scholarship will underwrite the full cost of the goals, living within your income, getting out of credit tions, internal rate of return, net present value, basic Jan 18-Mar 28 statistics, and equity analysis. Economic concepts course. For information call (310) 825-7728. card debt, saving 10-20% of your gross income each Britt Hastey, MS, MBA, Vice Chair, Business Adminis- The capstone course in the Certificate in Personal month, handling emergency spending without a finan- covered include national income accounting, the Fed- tration Department, Los Angeles City College eral Reserve System, economic indicators, recession, Financial Planning, this practicum examines the busi- cial disaster, and learning how to spend money. Stu- ness and professional practicalities of establishing and dents leave the seminar with practical techniques and depression, inflation, deflation, supply and demand, and the money supply. HP 12C calculator required. May be running/working in a financial counseling practice, strategies that can be implemented immediately. including ethics, marketing, fee setting, and staff Enrollment limited. Advance enrollment highly recom- taken concurrently with X 430.31 Survey of Personal Financial Planning. Both of these courses must be taken development. Students review/apply practical tech- mended. Participants may enroll at the door, space niques in working with clients and engage in the entire permitting; payment by credit card only. before all other courses in the Certificate in Personal Financial Planning. Required course in Personal Finan- process of preparing and presenting a financial plan in kkk cial Planning Certificate. Internet access required to an environment of non-liability. A grade of B or better retrieve course materials. & is required to pass this course and obtain the certifi- cate. Prerequisite: Completion of the other seven kkk required courses in the Personal Financial Planning Enroll at uclaextension.edu or call (310) 825-9971 Business, Management & Legal 45

Certificate. Required course in Personal Financial Plan- have completed UCLA Extension’s Certificate ning Certificate. Enrollment limited. & in Personal Financial Planning may enroll Reg# W9191B at reduced fees; for more information call Through Dec 10: $525 / After: $575 (310) 206-1689. Personal Financial Planning UCLA: 162 Dodd Hall Tue 6:30-9:30pm, Jan 10-Mar 27, 12 mtgs Review Primer for the CFP Patricia D. Hausknost, MBA, CFP®, Senior Vice Presi- Certification Examination Certificates dent, City National Bank 833.378AB Management 3.1 CEU Michael Hausknost, BS, CFP, Senior Vice President, (Students who have completed UCLA Extension’s City National Bank Certificate in Personal Financial Planning may enroll at the reduced fee of $395 through Aug 24 and $445 EEInternship in after; for more information call (310) 206-1689.) Personal Financial Planning This 4-day in-depth review primer is designed to provide X 430.383 Management 5 units an “extra step” for students who are preparing for the The internship provides practical experience in a variety CFP® Certification Examination. The course is specifically of financial planning job functions for companies offer- ideal for students who have completed their educational ing these services, and is an opportunity to apply the requirement through a CFP Board-registered program material previously studied in your personal financial over an extended time period, as well as for financial planning courses. Students intern with sponsoring professionals who are planning to sit for the exam on a companies for a minimum of 75 hours. International challenge basis. The curriculum includes: 1) strategies students must contact the International Student Office for approaching case studies and accompanying ques- at (310) 825-9351 to confirm eligibility. Visitors not tions, covering a total of 4 comprehensive cases, permitted. Restricted course; web enrollments auto- 2) advanced calculator usage and problems including matically generate a “Permission to Enroll” request, three-step process for education and retirement plan- after which our advisor will contact you. Students ning, loan amortization, investment formula calculations, Advance your career and get the Web-Delivered Program enrolled in the Personal Financial Planning Certificate and 3) test-taking techniques and methodology. In addi- qualify for a discounted fee. Mention this to the adviser tion, students solve financial problems both indepen- educational training you need by Offered in conjunction with Dalton when contacted. For more information see page 26. dently and in a group study environment to help increase enrolling in one of our three CFP® Education. Reg# W9345B their critical thinking and sharpen their test taking skills. Board-registered certificates. Fee: $635 This course is recommended to be taken in conjunction Courses are delivered in a live, ® David R. Bergmann, BS, CFP®, EA, CLU, ChFC, Man- with the 6-day Review Course for the CFP Certification Each certificate provides you with a instructor-led, online format and aging Principal, The David R. Bergmann Group Examination course (also offered this quarter), as a thorough understanding of financial is designed for students with a supplement to further assist students during their review planning standards and practice, 4-year degree and a minimum of EEEstate Planning study time. It is highly recommended that students pre- purchase their review course study materials prior to and fully prepares you for the CFP 3 years of relevant work experience. X 439.3 Management 4 units Certification Examination. With 34 hours of MCLE credit available, including 1 hour attendance by calling (310) 206-1689. & Students attend “virtual classrooms” of Legal Ethics and 0.5 hour of Elimination of Bias. Reg# W8269B both classroom-based instruction via the Internet to interact with 36 hours of California Department of Insurance Through Dec 21: $495 / After: $545 and web-delivered online courses, instructors and fellow students continuing education credit available. Westwood: 211 UCLA Extension Bldg. you can choose the format and using a headset and voice over IP This course is designed to aid accountants, trust offi- ✷✷Sat & Sun 8am-6pm, Jan 21-29, 4 mtgs program length that fits your cers, attorneys, life insurance underwriters, and finan- Linda L. Hewitt, BS, CFP®, CRPC, Co-Founder, Finan- technology. Students complete the cial planners in solving estate planning problems. Topics cial Planning Educational Solutions needs and schedule. curriculum in 9 months. include tax objectives, wills and living trusts, the Nancy J. Le Claire, BA, CPA, CFP®, Co-Founder, unlimited marital deduction, saving the “second tax,” Financial Planning Educational Solutions Evening/Online Program The next web-delivered program begins on February 7. holding title to property, lifetime gifts and trusts, life This nationally recognized certifi- insurance and annuities, employee benefit plans, busi- Review Course for the CFP ness interests, and post-death problems. Recent tax Certification Examination cate follows a traditional format More Information law changes also are covered. Required course in the 833.374 Management 5.1 CEU and is designed for students who Personal Financial Planning Certificate. Core course in (Students who have completed UCLA Extension’s desire the flexibility of learning in Visit uclaextension.edu/pfp_programs the Taxation Certificate. & Certificate in Personal Financial Planning may enroll a classroom setting held during the or call (310) 206-1654. at the reduced fee of $1,000; for more information Reg# W9190B evening or instructor-led online CFP® Certification Through Dec 11: $425 / After: $465 call (310) 206-1689.) UCLA: 167 Dodd Hall This 6-day review course is intended for those who classes. The program is ideal for For information on earning ® Wed 6:30-9:30pm, Jan 11-Mar 28, 12 mtgs have successfully completed a CFP Board-Registered those transitioning into the finan- CFP® certification, contact educational program and are planning to sit for the CFP Jonathan S. Forster, BA, JD, Partner, Weinstock, Man- cial planning field as well as for the Certified Financial Planner ion, Reisman, Shore & Neumann, A Law Corporation Certification Examination. The review course also is current financial professionals intended for CPAs and those who plan to sit for the Board of Standards, Inc. at looking to advance their careers. EEFundamentals of Tax Preparation exam based on a challenge basis. The sessions provide (800) 487-1497 or visit cfp.net. X 427.08 Management 4 units an extensive review of the 89 Topics which are the The required curriculum can be 39.5 hours of MCLE credit available. basis for the CFP Certification Examination. The class- completed within 2 years. Information Session Text: Income Tax Fundamentals (2012) by Whittenburg room environment helps build self-confidence and (West). Read Chapter 1 before first class. For more increase knowledge while providing immediate feed- You can begin this program in Learn more about our Financial information see page 23. & back from the instructors and other participants so you any quarter. Planning Programs and CFP® can perform your best on the exam. Exercises review Reg# W8769B several case studies and employ the necessary tech- Certification process. Through Dec 14: $425 / After: $465 Accelerated Program niques to approach the various types of exam ques- Westwood: 201 Extension Lindbrook Center Thu, Mar 29 tions. Enrollment limited; early enrollment advised. This intensive certificate is ✷✷Sat 9am-4pm, Jan 14-Feb 18, 6 mtgs Students are highly encouraged to purchase at an 6-7:30 pm Felicia Duque Black, BA, JD, attorney; Appeals Officer, designed for professionals with a additional cost the review course study materials and Westwood: 202 Extension Internal Revenue Service 4-year college degree and a mini- read them prior to the live review. For more information Lindbrook­ Center call (310) 206-1689. Visitors not permitted. mum of 3 years of relevant work experience in the financial services Reg# W8270B To reserve a space for this event CFP Review industry. The curriculum is com- Fee: $1,150 call (310) 206-1689 or email UCLA Extension’s CFP Review courses are Westwood: 320 1010 Westwood Center prised of individual core courses ✷✷Thu, Fri & Sat 8am-6pm, Feb 9-25, 6 mtgs [email protected]. designed to fully prepare students who are meeting once per month and the (no mtg 2/16, 2/17 & 2/18) planning to sit for the CFP Certification Exam- 6-day Review Course. Students Nancy J. Le Claire, BA, CPA, CFP®, Co-Founder, ination. The 6-day review course and 4-day complete the required curriculum Financial Planning Educational Solutions Certified Financial Planner Board of Standards, Inc. owns primer are intended for students who have ® Linda L. Hewitt, BS, CFP , CRPC, Co-Founder, Finan- in approximately 9 months. the marks CFP®, Certified Financial Planner®, and CFP (with ® successfully completed a CFP Board-Regis- cial Planning Educational Solutions flame logo)®, which it awards to individuals who successfully tered educational program, as well as indi- The next accelerated complete initial and ongoing certification requirements. viduals who plan to sit for the exam based on program begins soon. Visit UCLA Extension does not certify individuals to use the CFP®, a challenge basis. Students also are highly Certified Financial Planner®, and CFP (with flame logo)® certi- uclaextension.edu/pfp_accelerated fication marks. CFP certification is granted only by Certified encouraged to purchase, at an additional cost, for program dates. Financial Planner Board of Standards to those persons who, the review course study materials and read in addition to completing an educational requirement,­ such as this CFP Board-Registered Program, have met its ethics, them prior to the live review classes in order experience, and examination requirements. to fully prepare for the exam. Students who 46 Business, Management & Legal Enroll at uclaextension.edu or call (310) 825-9971 Attend a Free Information Session! CFP® Review Courses Our CFP® Review courses are Instructors: Personal Financial Planning designed to fully prepare you for Linda L. Hewitt, BS, CFP®, the CFP® Certification examina- CRPC, and Nancy J. Le Claire, Thu, Mar 29, 6-7:30pm tion. These live-review courses BA, CPA, CFP®, Co-Founders, Westwood: 202 Extension planning industry and the CFP® present proven test-taking strategies Financial Planning­ Educational Lindbrook­ Center certification process. for successfully approaching the Solutions Event starts promptly at 6pm. various types of exam questions. Hear from staff and instructors Students who have completed UCLA Learn how UCLA Extension’s regarding our three nationally CFP® Review Course Extension’s Certificate in Personal Certificate in Personal Financial recognized programs: Financial Planning may enroll at a A 6-day review of the exam topics; Planning programs can provide you reduced fee. • Evening/Online program includes exercises covering several with the skills needed to help set • Accelerated program case studies. Page 45. you apart as a qualified financial • Web-delivered program For more information call planner and prepare you for the • CFP® Review CFP® Review Primer CFP® Certification Examination. (310) 206-1689 or visit Also, enter a drawing to win course A 4-day, highly interactive course uclaextension.edu/pfp_cfpreview. The structured program includes discounts. recommended to be taken along presentations from leading profes- with the 6-day review. sionals regarding the financial For more information call (310) 206-1689.

Seminars Online Courses from all of the above. Recent legislation is examined. For technical requirements see page 4. Prerequisite: Public Relations Ethics in Personal Financial Planning For technical requirements see page 4. X 430.31 Survey of Personal Financial Planning, For more information about a specific course call 833.379 Management 0.7 CEU X 430.391 Financial Analysis in Personal Financial Plan- (310) 206-1555 or email [email protected]. Accepted by the Certified Financial Planner Board of EESurvey of ning, or consent of instructor. Required course in the Standards, Inc. for 2 hours of continuing education. m Certificate in Taxation. Required course in Certificate in Courses are endorsed by the Greater Los Personal Financial Planning Personal Financial Planning. Enrollment limited. 6.75 hours of MCLE credit available. X 430.31 Management 4 units & Angeles Chapter of the Public Relations (Includes course materials.) 34 hours of MCLE credit available; 15 hours of Reg# W8895B Society of America. This one-day workshop explores elements of ethical ­California Department of Insurance Continuing Through Dec 18: $555 / After: $605 decision making and conduct by examining the key Education credit available. Jan 18-Mar 28 ® Entertainment Public Relations definitions, issues, and theories of business ethics as Required course in Certificate in Personal Financial Kwang Woo (Ken) Park, CFP , PhD, Assistant Profes- X 414.5 Communication 2 units they pertain to personal financial planners and those Planning. Enrollment limited. May be taken prior to or sor, Minnesota State University This one-of-a-kind course offers you access to leading that render personal financial and/or tax advice. Key concurrently with X 430.391 Financial Analysis in experts in the entertainment public relations industry ethical standards specific to the financial planning Personal Financial Planning. This course and X 430.391 EEInsurance in who share their perspectives on strategic planning for profession, including those who offer tax advice, are Financial Analysis in Personal Financial Planning must Personal Financial Planning m all forms of entertainment, the future of Hollywood, and explored, highlighting the unique role of the financial be taken before all other courses in the Professional X 430.35 Management 4 units the larger entertainment industry as well as successful planner as a “trusted advisor” to his/her client. The Designation in Personal Financial Planning. For more 34 hours of MCLE credit available. 36 hours of career management in this competitive field. The seminar reviews the Code of Ethics requirements information see page 44. & ­California Department of Insurance Continuing instructors and guest speakers present “insider” infor- adopted by Certified Financial Planner Board of Stan- Reg# W8892B ­Education credit available. mation on publicity campaigns for film and television; dards Inc. (CFP Board) that are applied to CFP Board Through Dec 11: $555 / After: $605 This course analyzes fundamental insurance principles actors, directors, writers, producers and other individu- designees actively involved in the practice of personal Jan 11-Mar 21 and approaches to insurance needs. Instruction covers als; studios, companies and special events. Related financial planning. Compliance with the Code of Ethics Robert L. Watson, MBA, Financial Advisor, ING Finan- life, health, property, casualty, and liability insurance, assignments are designed to enrich your understanding also is reviewed. In addition, instruction includes a cial Partners as well as the role insurance plays in financial and of creative, effective, and strategic planning for the review of IRS Circular 230 covering financial planning estate planning. Participants learn to integrate personal overall entertainment industry and to develop a vision engagements and the possible impact of Circular 230 EEFinancial Analysis in and capital insurance needs into a comprehensive for your professional future. Required course toward on rendering such advice. This course is intended to m financial plan. For technical requirements see page 4. Public Relations with Concentration in Entertainment satisfy both the CFP Board and IRS Enrolled Agent Personal Financial Planning Prerequisite: X 430.31 Survey of Personal Financial X 430.391 Management 4 units Publicity Certificate. ethics requirements. Required course in the Personal Planning, X 430.391 Financial Analysis in Personal 34 hours of MCLE credit available, including 3 hours Reg# W8775B Financial Planning Certificate. Enrollment limited to 35 Financial Planning, or consent of instructor. Required Through Dec 31: $385 / After: $419 students. Advance enrollment is highly recommended. of Legal Ethics; 6 hours of California Department of course in Certificate in Personal Financial Planning. UCLA: 5273 Boelter Hall Single admission at the door, space permitting; payment­ Insurance Continuing Education credit available. Enrollment limited. & Tue 7-10pm, Jan 31-Mar 6, 6 mtgs by credit card only. Required course in Certificate in Personal Financial Planning. Enrollment limited. For more information see Reg# W8894B Enrollment deadline: Feb 7 Reg# W9355B page 44. & Through Dec 18: $555 / After: $605 Henri Bollinger, Founder, Henri Bollinger Associates; Through Feb 3: $139 / After: $150 Jan 18-Mar 28 Reg# W8893B President/Founding Member, Entertainment Publicists Westwood: 209 Extension Lindbrook Center Instructor to be announced Professional Society; former president, The Publicists ✷✷Sat 9am-4pm, Mar 3, 1 mtg Through Dec 11: $555 / After: $605 Jan 11-Mar 21 Guild of America David R. Bergmann, BS, CFP®, EA, CLU, ChFC, Man- EE , MBA, Certificate in Personal Financial Personal Financial Planning Julian Myers, President, Julian Myers Public aging Principal, The David R. Bergmann Group Daniel F. Casey m Planning, UCLA Extension, CFP®, Financial West Group Practicum Relations X 430.38 Management 4 units New Seminar EERetirement Plans and 34 hours of MCLE credit available. EEPublic Relations Internship Investing in Mutual Funds and ETFs m Prerequisite: Completion of seven Group A required X 417 Communication 5 units 833.613 Management 0.7 CEU Other Employee Benefits courses in the Certificate in Personal Financial Planning, X 427.904 Management 4 units Internships are an important first step in résumé build- (Includes course materials.) plus one course from Group B. Required course in 34 hours of MCLE credit available, including 1 hour of ing, developing a professional network, and getting Enrollment limited. Advance enrollment highly recom- Certificate in Personal Financial Planning. Enrollment Legal Ethics. one’s foot in the door. The Public Relations Internship mended. Participants may enroll at the door, space limited. For more information see page 44. An online survey of the various plans available to provide & option offers certificate students in advanced standing permitting; payment by credit card only. For more retirement and other investment-oriented employment Reg# W8896B an opportunity to acquire real-world experience, provid- information see page 44. benefits to employees, significant planning opportunities Through Dec 11: $555 / After: $605 ing a crucial link between the classroom and the field. Reg# W9578B for tax deferral and capital accumulation, and the Jan 11-Mar 21 Interns work a minimum of 75 hours during one quarter Through Feb 17: $95 / After: $105 advantages and disadvantages of various alternatives. Daniel F. Casey, MBA, Certificate in Personal Financial and earn 5 units of elective credit toward the Public ® Westwood: 214 Extension Lindbrook Center Topics include stock options, non-qualified deferred Planning, UCLA Extension, CFP , Financial West Group Relations Certificate Program. An Internship Coordinator ✷✷Sat 9am-3pm, Mar 17, 1 mtg compensation plans, Section 125 cafeteria plans, and (a UCLA Extension journalism instructor) monitors the Instructor to be announced other nonpension-related benefits. Instruction empha- internship throughout to ensure a substantive learning sizes qualified corporate retirement plans, including experience. Students must earn a passing grade of “C” pension and profit-sharing plans; non-corporate retire- or better in order to receive credit. Most internships are ment programs, such as Keogh plans, IRAs, and; unpaid; however, some offer a modest stipend and/or ­fiduciary responsibility requirements in connection with flexible working hours. For more information and an retirement plans; and taxation and timing of benefits application, email [email protected] or call Enroll at uclaextension.edu or call (310) 825-9971 Business, Management & Legal 47

(310) 825-1238. Prerequisite: Open only to students and promotional activities than most other public rela- who have established candidacy in a Public Relations tions, fundraising, and marketing strategies. Contacting Certificate and have completed the prerequisite courses and working with celebrities, however, can require criti- with a letter grade of “B” or better. X 451 Fundamentals cal research and specialized rules of protocol, not to Public Relations Certificate of Public Relations, X 432 Fundamentals of Reporting mention the myriad details that can make or break your and Writing I, X 439 Writing for Public Relations, event or project. This course covers selecting the right The Public Relations Certificate program affords unparalleled X 478.5 Crisis Management and Communications: celebrity for your audience and budget, how to find and Safeguarding Image and Viability. Elective credit toward research celebrity contact information, understanding prospects to help launch or advance your PR career. Public Relations Certificate. Visitors not permitted. the best approach and the right “door to enter” with Restricted course; call (310) 825-1238 for permission your request, what motivates a celebrity to say “Yes,” This comprehensive program, rec- Ethics Requirement ognized for its long-standing repu- to enroll. Web enrollments automatically generate a how much will the celebrity and his/her expenses cost, 891.02 Business Ethics “Permission to Enroll” request. and the details you need to consider after a celebrity tation for developing outstanding Reg# W8777B says “Yes.” Special guest speakers include a panel of PR professionals in Los Angeles, is May be taken at any time during the celebrities. Elective credit toward Fundraising and Fee: $635 designed for aspiring and mid-career program; also offered online Erik Deutsch, Principal, Excel PR Group; strategic Public Relations Certificates. Enrollment limited; no enrollment at the door. public relations practitioners. This communications specialist with 15 years’ experience in Electives (6 Units Required) public relations, marketing, and editorial services; Reg# W8799B 26-unit program lays the ground- managing editor, SoCalBio Synergies; former staff and Through Feb 3: $175 / After: $189 work necessary to embark on your Public Relations Internship consultant for Manning Selvage & Lee, Porter Novelli, UCLA: 5272 Boelter Hall career in the exciting field of Public ✷✷ X 425 Best Practices in Social Media and Edelman Worldwide; former writer and editor, Sat 9am-4:30pm, Mar 3, 1 mtg Relations, as well as enhancing skills ­Phillips Business Communication Enrollment deadline: Mar 2 for the Communications Professional Rita Tateel, immediate past president, Public Relations with targeted training. X 407 TV Publicity for the Reporting and Writing I Society of America, Los Angeles Chapter; Founder/ Foundation courses focus on devel- X 432 Journalism 3 units President, The Celebrity Source, Inc.; advisor to Entertainment Industry Both experienced journalists and novices gain skills in Association of Celebrity Personal Assistants oping essential PR skills, such as this course that focuses on the foundation of writing a writing, executing successful pub- X 409 Public Relations for good publishable news story, feature, or profile. Exer- Online Courses licity campaigns, and developing Nonprofit Organizations cises center on clear, and tight writing; interviewing relationships. Other courses build X 414.5 Entertainment Public Relations techniques; diverse leads; ethical issues; and other on this and help you advance your critical skills for careers or freelancers in public rela- For technical requirements see page 4. tions or broadcast, print, and online journalism. Stu- skills in crisis management, social X 403 Film Publicity for the dents dissect stories in all different formats and learn Mastering Online Communication: media, strategic planning, and Entertainment Industry how to find solid sources, get compelling quotes, and Perfecting Your Digital Marketing cause-related marketing. structure complex stories. Prerequisite: Proficiency in Mix m X 468 Recruiting and Coordinating Celebrities/Talent for Special college-level writing. Required course toward Journal- X 419 Communication 3 units Required (20 Units Required) ism and Public Relations Certificates and recommended In today’s digital world, you must take your message Events, Spokespersons, and to take as one of the initial courses. Enrollment limited online to reach your audience. With the abundance of X 451 Fundamentals of Public Relations Product Promotions to 30 students. Internet access required to retrieve information online, successful groups need to be sure course materials. & that their digital communication stands out in the X 432 Reporting and Writing I X 419 Digital Newsletters Reg# W9224B crowd. Regardless of the size of tax status of your Through Dec 24: $429 / After: $469 organization, you must find an effective way to tell your X478.5 Crisis Management and X 453 Communications for Your Career story online and make sure it is heard. This course Communications: Safeguarding UCLA: 162 Royce Hall X 441 Strategic Writing: Tue 7-10pm, Jan 24-Mar 20, 9 mtgs demystifies the fear evoking world of digital communi- Image and Viability Richard Denham Hendrickson, PhD in Communica- cations. Specifically, students learn how to create An Advanced PR Workshop tion Studies, Bowling Green State University effective e-newsletters, maximize a website, write and X 439 Writing for Public Relations send e-blasts that get opened, blogging basics and X 420 Powerful Public Speaking Tools X 438 Working with the Media Writing for Public Relations ways to incorporate social media into the conversation. for Public Relations Professionals X 439 Communication 3 units For technical requirements see page 4. Elective credit toward Public Relations and Fundraising Certificates. X 464 Public Relations Management X 430 Starting and Building a It is difficult, if not impossible, to succeed in PR without Successful Public Relations Practice a solid proficiency in writing effective, persuasive, and Enrollment limited. & XX469 PR in Practice: informative documents. This course covers a variety of Reg# W8778B Putting It All Together X 482.1 Preparing for a Career in PR PR writing styles and forms that include news releases, Through Jan 6: $529 / After: $579 pitch letters, biographies, speeches, power memos and Feb 6-Apr 2 For more information call crisis communications statements. Instruction focuses Angela Fentiman, BA, Director of External Affairs, (310) 825-1238. on writing in AP style, and different writing strategies Valley Industry & Commerce Association (VICA). and approaches to message formulation and delivery. Prerequisite: X 432 Reporting and Writing I and X 451 Fundamentals of Public Relations m Fundamentals of Public Relations, or equivalent experi- X 451 Communication 3 units ence and consent of the instructor. Required course This introduction to the public relations profession toward the Public Relations Certificates. Elective credit focuses on real-life examples that demonstrate the basic m toward Fundraising Certificate. Enrollment limited; early theories, principles, and methods of public relations Public Relations Management X 464 Communication 3 units enrollment advised. practice. Topics include research, planning, and evalua- & The course, designed for those with either present or tion, as well as communication tools and techniques, Are You Reg# W8794B future aspirations to higher-level public relations posi- emphasizing problem solving and exposure to various Through Dec 26: $395 / After: $435 tions, looks at the execution of key managerial PR func- aspects of public relations through guest speakers. For UCLA: 148 Royce Hall tions in corporations, agencies, and nonprofit organiza- Completing Your technical requirements see page 4. Required course Thu 7-10pm, Jan 26-Mar 22, 9 mtgs tions. Instruction examines such responsibilities as toward Public Relations Certificate and recommended Joann Killeen, APR, Fellow, PRSA; President, Killeen staffing, budgeting, and problem-solving techniques as Certificate? to take as the initial course along with X 432 Reporting Furtney Group; former vice president, marketing com- well as designing PR campaigns and communication and Writing I. Enrollment limited. munications, Infinite Pictures, Inc., as well as many & strategies. Additional topics to be discussed include the To take part in Extension’s 2012 other senior positions in corporate, agency, and public Reg# W8776B ethical and legal concerns of a PR executive and the Graduation Ceremony in June, sector public relations; past national chair/CEO, Public Through Dec 25: $529 / After: $579 advisory role he/she plays. Prerequisite: X 451 Funda- you must be officially enrolled Relations Society of America Jan 25-Mar 21 mentals of Public Relations, X 439 Writing for Public in your desired certif­icate by Robert Z. Chew, President, PFI Strategic Communica- Relations, or equivalent experience and consent of tions, Los Angeles; former executive vice president/ February 15, 2012 and have com- Seminars instructor. Required course toward Certificates in Public board member, Burson-Marsteller and Grey Advertis- Relations and recommended to take near end of certifi- pleted your program between ing’s GCI Group (public relations division). Mr. Chew has cate program. Enrollment limited to 25 students. & Fall 2011 and Summer 2012. Recruiting and Coordinating worked for many of the world’s largest brand names. Celebrities/Talent for Special Events, Reg# W8801B Through Dec 24: $529 / After: $579 If you meet the above criteria Spokespersons, and Product Jan 24-Mar 20 call (310) 206-1654 or email Promotions Lili Ungar, Owner, Lili Ungar Public Relations. Ms. [email protected] X 468 Communication 1 unit Ungar’s former positions include vice president, PMK to save your spot at graduation. A central feature of most special events and public Public Relations and Baker/Winokur/Ryder Public Rela- relations campaigns is the “talent”—the celebrity, tions; director, W. C. Publicity, United Artists; and project speaker, or other individual or group whose participation coordinator, Columbia Pictures. helps to make the event or project special. In today’s media-conscious world, celebrities in particular bring visibility and attract more attention for special events 48 Business, Management & Legal Enroll at uclaextension.edu or call (310) 825-9971 Distressed Real Estate: Foreclosures, REOs, Modifications, and Short Sales Real Estate 890.02 Management 1.7 CEU For more information about a specific course call Real Estate Certificate For more information see page 49. (310) 206-1555 or email [email protected]. Reg# W8759B Begin or advance your career by pursuing a Real Estate Through Jan 13: $335 / After: $365 Certificates: Certificate. Arm yourself with the information and skills you UCLA: 150 Royce Hall Real Estate with Concentrations Mon 6:30-9:30pm, Feb 13-Mar 26, 6 mtgs General Business Studies with Concentration need to succeed in today’s uncertain markets. Students may Enrollment deadline: Feb 21 in Real Estate complete the program without a concentration or with a Todd Weaver, President, Synergy Commercial Real Business Administration with Concentration Concentration in Investments. Estate, Inc. in Real Estate EE Required Prerequisite X 477.12 Real Estate Development, Real Estate Principles For more information call (310) 206-1654 or X 475.1 Management 5 units Construction, and Management of visit uclaextension.edu/bamcert. X 475.1 Real Estate Principles A practical study of the basic principles, economic Residential and Retail Properties aspects, and laws of real estate, including the informa- tion needed to obtain a real estate license and/or for GARY BERTISCH SCHOLARSHIP Group A: 5 Required Courses X 477.13 Commercial Real Estate Students who are pursuing the Real Estate Certificate better management of personal investments. Topics may be eligible for the Gary Bertisch Scholarship. For X 475.2 Real Estate Practice Leasing and Sales include legal descriptions and estates; encumbrances, more information see page 150. liens, and homesteads; agencies; contracts; mathemat- X 475.4 Real Estate Finance X 477.9 Real Estate Investment ics; financing and lenders; appraisal; escrow; title Analysis insurance; leases, landlords, and tenants; urban eco- Educational Requirements for the Real Estate X 475.5 Real Estate Appraisal Salesperson License: nomics and planning; taxation; and careers in real estate. Applies toward the mandatory educational X 476.15 Real Estate and No Concentration To obtain a real estate salesperson license, you requirements for obtaining the California State Real Land Economics Students selecting this option Estate Salesperson or Broker License. & must first qualify for and pass a written examina- may fulfill their 4 courses from tion. The California Department of Real Estate (DRE) X 476.7 Legal Aspects of Real Estate Reg# W8751B general requirements are that you must be 18 the following as well as from those Through Dec 9: $515 / After: $565 years of age or older, have proof of legal presence listed under the Concentration UCLA: 167 Dodd Hall Ethics Requirement Mon 6-10pm, Jan 9-Mar 26, 12 mtgs in the United States (non-California residents should in Investments. (no mtg 1/16 & 2/20; 2 mtgs to be arranged) consult the DRE website), and be honest and truth- 891.02 Business Ethics X 432.3 Analysis of Enrollment deadline: Jan 30 ful. In addition to these general requirements, the Robert Keller, MArch, MSRED, Broker, Warner Center DRE requires successful completion of three col- May be taken at any time during the Financial Statements program; also offered online. Realty lege-level courses to qualify for the real estate X 476.01 Advanced salesperson exam as follows: Real Estate Finance EEReal Estate Appraisal Real Estate Principles and Group B: 4 Required Courses X 475.5 Management 5 units Real Estate Practice Concentration in Investments X 476.83 Securitization of Mortgages This course surveys the principles and tools of apprais- ing various types of real estate, as well as provides an Plus one of the following: X 476.2 Property Management X 476.87 Mortgage Loan Brokering analysis of value, price, property, and legal rights. Topics Real Estate Appraisal and Lending include principles of valuation; the real estate market; X 476.3 Real Estate Investment the relationship between real estate values and eco- Property Management X 477.95 Using ARGUS and Real Estate Finance Properties nomic, social, and government trends; economics of urbanization, including location, value, and use poten- Real Estate Economics Spreadsheet Programs for X 476.32 Shopping Center Commercial Real Estate Analysis tial; neighborhood analysis; site utilization and property Legal Aspects of Real Estate Development, Leasing, value; estimating site value; the relationship of con- Real Estate Office Administration An Application for Candidacy struction and architecture to cost standards; deprecia- General Accounting and Management must be submitted by the comple- tion; and approaches to cost, market data, and income Business Law valuation. Students must complete a demonstration X 476.321 Fundamentals of tion of the second course to be Escrows Commercial Real Estate appraisal report. Prerequisite: X 475.1 Real Estate Mortgage Loan Brokering and Lending officially enrolled. Principles or consent of instructor. Applies toward the Computer Applications in Real Estate X 476.71 Advanced Legal Aspects For more information call mandatory educational requirements for obtaining the Common Interest Developments California State Real Estate Broker License. & of Real Estate (310) 825-1238. Reg# W8750B Licensee must furnish an official transcript as evi- X 476.8 Real Estate Market Analysis For an appli­cation visit Through Dec 10: $515 / After: $565 dence of successful completion of all courses. uclaextension.edu/bamcert. Downtown Los Angeles: 261 S. Figueroa St., X 477.10 Real Estate Development Figueroa Courtyard, Suite 100W, ADDITIONAL REQUIREMENTS FOR SALESPERSON Classroom 106 ISSUED CONDITIONAL LICENSES: Tue 6-10pm, Jan 10-Mar 27, 12 mtgs Visit www.dre.ca.gov for real estate licensing Enrollment deadline: Jan 24 requirements. David W. Johnson, MAI, Managing Partner, Johnson, O’Neil & Associates; California State-Certified General EDUCATIONAL REQUIREMENTS FOR THE REAL Buying and Managing Real Estate Appraiser ESTATE BROKER LICENSE: UCLA Extension offers courses that satisfy all the EEReal Estate and Land Economics educational requirements for qualifying to take the Apartment Buildings for Profit X 476.15 Management 4 units Real Estate Broker License Exam. For complete This course covers the economic foundations of real information and/or a list of UCLA Extension courses Sat, Mar 10 estate value as well as location theory and the econom- that correspond to the requirements call (310) ics of spatial patterns—the forces that shape cities and 206‑1555 or visit uclaextension.edu/realestate. With the array of stocks, bonds, and real estate available to you, just where influence the real estate industry and land uses—and do you invest? Are you considering buying an apartment building? Do you theories of growth and decay of local areas, cities, and already own one or more buildings and struggle to get and keep tenants? regions. Other topics include real estate cycles and Using Financial Calculators for business fluctuations and identification of specific urban Real Estate Applications land use and land values. Prerequisite: X 475.1 Real 876.33 Management 2.4 CEU This course shows you how to buy, 15 minutes, when to increase or Estate Principles, previous experience, or consent of For more information see page 49. & own, and operate apartment build- decrease rents, choosing to allow instructor. Applies toward the mandatory educational Reg# W8752B ings as a profitable and headache- or deny pets, and much more. requirements for obtaining the California State Real Through Jan 9: $355 / After: $389 free business. Learn how to select Estate Broker License. Visitors not permitted. & Westwood: 215 Extension Lindbrook Center Instructor: a building to purchase and analyze Reg# W8757B Thu 6:30-9:30pm, Feb 9-Mar 29, 8 mtgs Rennie Gabriel, BA, CLU, CFP , the financials, what support staff Through Dec 12: $455 / After: $499 Enrollment deadline: Feb 16 President, The Financial Coach, Inc. Westwood: 213 Extension Lindbrook Center Robert Keller, MArch, MSRED, Broker, Warner Center to hire, how to select tenants, what Thu 6-9:15pm, Jan 12-Mar 29, 12 mtgs Realty forms to use, what things you can Page 50. Enrollment deadline: Jan 26 Marvin N. Nadler, BBA, President, Financial Advisors do yourself vs. when to hire a For more information call ­professional, changing locks in Realty Company; California State Certified General Real (310) 206-1555. Estate Appraiser Enroll at uclaextension.edu or call (310) 825-9971 Business, Management & Legal 49

EEInternship in Real Estate Reg# W8761B X 476.35 Management 5 units Through Dec 9: $455 / After: $499 The internship provides practical experience in a variety UCLA: 170 Dodd Hall of real estate job functions and projects including, but Mon 6:30-9:45pm, Jan 9-Mar 26, 12 mtgs Using Financial Calculators are not limited to, real estate finance, real estate (no mtg 1/16 & 2/20; 2 mtgs to be arranged) appraisal, real estate market analysis, mortgage secu- Enrollment deadline: Jan 30 ritization process, real estate investment analysis, and Mark S. Ruff, Real Estate Broker, Keller Williams for Real Estate Applications property management. Prerequisite: Students must be enrolled in and have completed a minimum of five EEUsing ARGUS and Spreadsheet Harness the full power of your financial tools in this practical course. courses in one of the following Business and Manage- Programs for Commercial Designed specifically for brokers, salespersons, investors, and others, ment Certificate Programs: Certificate in Real Estate, Real Estate Analysis instruction focuses on today’s most popular financial calculators: Certificate in General Business Studies with Concentra- X 477.95 Management 4 units tion Real Estate, Certificate in Business Administration This course examines how to analyze real estate- the HP 12C, HP 17B2, and HP 19B2. with Concentration in Real Estate. UCLA Extension does related projects such as multifamily, office buildings, not provide placement or guarantee internship avail- retail, hotel/motel, and unimproved land development Topics include using compound Instructor: ability. Prior to enrollment, students are provided a list using specific software programs for project analysis interest and annuity tables to Robert Keller, Broker/Owner, of firms offering internship opportunities and should such as ARGUS and such spreadsheet programs as compute mortgage amortization, Warner Center Realty contact the companies directly to arrange an interview. Lotus or Excel. Students gain hands-on computer lab income streams, sinking funds, Enrollment is limited to the number of available intern- training in utilizing these programs. This course is Page 48. ships. UCLA Extension’s Department of Business, beneficial for appraisers; real estate analysts; property rates of return and yields on invest- Management, and Legal Programs must approve of all analysts for real estate developers; real estate invest- ments, discounted mortgages, lease- firms offering internships. To request an application call ment companies; property managers and asset manag- hold interest, discounted cash flow (310) 825-1238. Visitors not permitted. Certificate ers; insurance companies; mortgage bankers; institu- technique, internal rate of return, students are eligible for a discounted course fee. Please tional lenders; and employees of Federal, State, and contact the student advisor at (310) 825-1238 for more Municipal planning departments. Students obtain a and the business management rate information. Restricted course; call (310) 825-1238 for working knowledge of how to gather and input data, of return. permission to enroll. Web enrollments automatically and generate meaningful reports for sellers, buyers, generate a “Permission to Enroll” request. developers, and planners. Through the analysis of case Reg# W8766B studies provided by the instructor, participants analyze Fee: $635 both the purchase and sale of the property and leasing Todd D. Weaver, CCIM, CPM, President, Synergy activities from the perspective of the owner/lessor and ­Commercial Real Estate, Inc. the tenant/lessee. Each student is required to complete a project involving a specific case study on a property EEMortgage Loan he or she has selected. Prerequisite: X 477.9 Real Distressed Real Estate Brokering and Lending Estate Investment Analysis, X 476.3 Real Estate Invest- X 476.87 Management 4 units ment Properties, X 476.1 Income Property Appraisal, Foreclosures, REOs, Modifications, and Short Sales 36.75 hours of MCLE credit available, including and X 476.01 Advanced Real Estate Finance, or con- 3 hours of Legal Ethics. sent of instructor. Elective course in Finance Certificate. Whether you are an owner of distressed properties, an investor, or a This course is designed for students who are either Enrollment limited to 25 students. & real estate professional looking to help your clients, this course gives considering a career in single-family mortgage loan Reg# W8744B brokerage or have already entered the field and wish Through Dec 12: $425 / After: $465 you the information you need when dealing with distressed properties to enhance their knowledge and professionalism. Topics Westwood: 208 Extension Lindbrook Center or seeking investment goals within this market. include types of loans, lending sources, marketing, Thu 6:30-9:30pm, Jan 12-Mar 29, 12 mtgs financial mathematics and the HP 12C, completion of Karen G. Davidson, CRE, MAI, President/Owner, Top industry professionals discuss real estate market: finance, bank- the loan application, loan packaging and underwriting, Davidson & Associates residential and commercial dis- ruptcy, government regulation, sales the loan closing statement, and income property financ- tressed real estate from the begin- and disposition, tax implications, ing and brokerage. Instruction emphasizes legal and EEAdvanced Legal Aspects of compliance issues, including licensing requirements, Real Estate ning problems through foreclosure and appraisal/valuation. regulatory agencies, brokers’ fiduciary responsibilities, to bank-owned real estate (REO). X 476.71 Management 4 units Instructor: fair lending laws, and disclosure requirements under 34 hours of MCLE credit available. Guest speakers, articles, and case Todd Weaver, President, Synergy RESPA, ECOA, and the Fair Credit Reporting Act. Pre- This survey of legal topics at an advanced level builds studies cover a variety of workout requisite: X 475.1 Real Estate Principles. X 475.4 Real Commercial Real Estate, Inc. upon the fundamentals and theories examined in solutions. Each session focuses on Estate Finance highly suggested. & X 476.7 Legal Aspects of Real Estate. Topics include Page 48. Reg# W8740B purchase and sale agreements, exchanges, options, a different aspect of the distressed Through Dec 10: $455 / After: $499 ground leases, sale leasebacks, syndications, and the UCLA: 148 Royce Hall California Limited Partnership Act. Attention also is Tue 6:30-9:45pm, Jan 10-Mar 27, 12 mtgs given to current issues regarding brokers’ responsibili- For more information call (310) 206-1555. Enrollment deadline: Jan 24 ties and liabilities. Prerequisite: X 476.7 Legal Aspects Houry Aposhian, BA, President/CEO, Pacific Horizon of Real Estate or consent of instructor. Bancorp Reg# W8765B Through Dec 11: $425 / After: $465 EEReal Estate Investment Analysis UCLA: 5273 Boelter Hall X 477.9 Management 4 units Wed 6:30-9:30pm, Jan 11-Mar 28, 12 mtgs How to Invest Profitably in 37 hours of MCLE credit available. Accepted by the Enrollment deadline: Jan 25 Certified Financial Planner Board of Standards, Inc. Todd D. Weaver, CCIM, CPM, President, Synergy for 30 hours of continuing education. ­Commercial Real Estate, Inc. Real Estate Loans This course examines residential, multiresidential, com- mercial, industrial, and special-purpose real estate EETaxation of Property Transactions Sat, Jan 28 investments, as well as reviews application of invest- X 427.122 Management 4 units ment ratios to expense factors, mortgage loan con- 34 hours of MCLE credit available. Today’s real estate market provides You also compare and contrast stants, and equity yields before and after income and For more information see page 24. & capital gains taxes. Other topics include capitalization; many opportunities for investors. the economics and risk of buying Reg# W8806B But more than ever, you must have property vs. investing in loans. negative versus positive leverage; depreciation methods Through Dec 11: $425 / After: $465 and recapture; simplification of actuarial tables and a complete understanding of today’s UCLA: 5280 Boelter Hall Using case studies and real-life mathematical formulae; internal rates of return; net market and recognize risk as well Wed 6:30-9:30pm, Jan 11-Mar 28, 12 mtgs examples, this course updates you present value; related yield measurement techniques; David S. Krantz, BA, JD, Attorney, Ostrove, Krantz & as opportunity. senior, junior, and inclusive trust deeds; fee, leasehold, Associates, APC on current market conditions and and subordination alternatives and combinations; Learn how to invest in real estate typical returns on trust deeds. explanation and calculation of financial provisions of loans that provide current cash commercial leases; and prevailing rental rates and Instructor: Jan B. Brzeski, flow with attractive downside pro- operating expenses. Familiarity with HP 12C, HP 17B2, Principal/Owner, Standard Capital, tection, and examine both single or HP 19B2 calculator is highly recommended. Prereq- LLC uisite: X 475.1 Real Estate Principles or previous family residential and commercial experience and consent of instructor. Elective course in real estate trust deed investments. Page 50. Finance Certificate. & kkk 50 Business, Management & Legal Enroll at uclaextension.edu or call (310) 825-9971

Reg# W8753B Seminars Online Courses Through Dec 11: $555 / After: $605 Jan 11-Mar 28 Wine Education and The 1-Day Real Estate Boot Camp For technical requirements see page 4. Jeanne Lunsford-Solis, JD, MBA, General Counsel, 890.06 Management 0.7 CEU J. Solis and Associates Management This class is a 1-day, 8-hour version of X 477.9 Real EEReal Estate Principles m For more information call (310) 206-5075 or email Estate Investment Analysis. X 475.1 Management 5 units EELegal Aspects of Real Estate m [email protected]. Learn the tools you need to start investing in real estate Enrollment limited. For more information see X 476.7 Management 4 units with confidence. This seminar covers the basic terms page 48. & 37 hours of MCLE credit available. Wine Education and Management Certificate of the business as well as how to use Microsoft Excel Reg# W8754B This course provides an overview of California real to do financial models and analyze potential investment Through Dec 12: $555 / After: $605 property and its influence on various aspects of the For more information about certificates opportunities. By course’s end you should have the Jan 12-Mar 29 real estate industry. Instruction examines the legal call (310) 206-1654 or 206-1578 or visit knowledge you need to start building a passive income Tom Morehouse, CRB, e-PRO, MBA Broker/Co-Owner issues surrounding real estate ownership and transfer, uclaextension.edu/bamcert. stream you can use to pay for your kid’s college tuition Prudential California Realty rights and duties of ownership, conveyance of prob- and your retirement. Topics include the property ladder, lems, mortgages and deeds of trust, government Refund Policy for Wine Education and Management basic terms, investment analysis, “how do I know if EEReal Estate Practice m control and powers, escrow and title insurance, zoning, Courses: Refund requests must be made no later than this is the right deal,” and 1031 Exchanges and Tax X 475.2 Management 5 units landlord and tenant problems, real estate brokerage five business days before the first class. No refund is Implications. Optional text: There’s No Free Lunch in 45 hours of MCLE credit available, including 3 hours and agency relationships, and agency ethics. For granted after a course begins. A $30 charge is withheld Real Estate by Jon Swire. For more information call of Legal Ethics. technical requirements see page 4. Prerequisite: from all approved refunds. A full refund is given if the (310) 206-1555. & This course covers the elements of day-to-day real X 475.1 Real Estate Principles or consent of instructor. course is canceled, discontinued, or rescheduled, but Reg# W8762B estate sales and brokerage practices, emphasizing the Applies toward the mandatory educational require- not in the case of instructor substitution. Through Feb 3: $155 / After: $165 selling process and the handling of a real estate transac- ments for obtaining the California State Real Estate Westwood: 214 Extension Lindbrook Center tion from listing to closing escrow. Topics include secur- Broker License. Enrollment limited. & The Business of Wine Management X 407A Viticulture & Enology 1.4 units ✷✷Sat 8:30am-5pm, Mar 3, 1 mtg ing and qualifying listings and prospects, advertising, Reg# W8764B This course covers the business aspects of wine. Topics Enrollment deadline: Mar 2 financing, closing the sale, and expediting the escrow. Through Dec 9: $555 / After: $605 Jonathan S. Swire, MBA, Real Estate Advisor/Author/ Owning and operating a real estate business, managing Jan 9-Apr 9 include production: the business of growing grapes, Speaker, Keller Williams Commercial salespeople and office personnel, budgeting, and devel- Edward J. Wankovsky, JD, Broker/Manager/Co-Owner, making wine, and getting the product to market; oping and maintaining effective community relations also Prudential California Realty importing and distributing: getting the wine into the How to Invest Profitably in are covered. For technical requirements see page 4. country and/or distributing it to retailers and restau- Real Estate Loans Prerequisite: X 475.1 Real Estate Principles or consent rants; retailing: getting wine to end users while observ- 890.05 Management 0.4 CEU of instructor. Applies toward the mandatory educational ing the complicated legal issues surrounding the Recommended reading: The Common Sense Guide to requirements for obtaining the California State Real three-tiered alcohol distribution system in the United Real Estate Investing by Jan B. Brzeski For more infor- Estate Broker License. Enrollment limited. & Restaurant States; and the restaurant: dealing with purveyors, inventory, price controls, storage, constructing a wine mation call (310) 206-1555. For more information see Reg# W8758B Management list, creating a by-the-glass program, serving tech- page 49. & Through Dec 10: $555 / After: $605 niques, glassware, and basic service through full ser- Jan 10-Mar 27 For more information call (310) 206-5075 or email Reg# W8742B vice. Enrollment limited. Students must be 21 years old. Larry E. Nease, MBA, MSBA, President, Terra Conejo [email protected]. Through Dec 28: $155 / After: $165 See special refund policy at the beginning of this sec- Properties, Inc. Westwood: 214 Extension Lindbrook Center tion. Students are not allowed to bring food to class. ✷✷Sat 10am-3pm, Jan 28, 1 mtg Starting Your Own Restaurant Enrollment deadline: Jan 27 EEReal Estate Finance m 819 Management 1.2 CEU Reg# W9256B Jan B. Brzeski, MA, Principal/Owner, Standard Capital, X 475.4 Management 5 units Learn what it takes to start a successful restaurant in Through Dec 12: $325 / After: $355 LLC 45 hours MCLE credit available. this two-day seminar. A restaurant expert shares his Westwood: G33W UCLA Extension Bldg. This course surveys the concepts, methods, and tech- knowledge of startup, including creating a concept, site Thu 6:30-9:30pm, Jan 12-Feb 2, 4 mtgs Buying and Managing Apartment niques of financing real estate transactions. Instruction location and building requirements, dining room and Patrick J. Comiskey, Editor/Tasting Coordinator, Wine Buildings for Profit covers sources, characteristics, and parameters of kitchen design, menu planning, financing, budget & Spirits Magazine analysis, sales and marketing, management systems, 890.07 Management 0.5 CEU mortgage capital; fixed- and variable-rate mortgages; advertising, and public relations. Enrollment limited. For more information see page 48. government-assisted financing, including VA, FHA, and The Wines of Bordeaux Reg# W9258B X 444 Viticulture & Enology 1.4 units Reg# W8749B first-time buyer programs; documentation; amortization, Through Jan 11: $285 / After: $309 This intermediate course takes a detailed look at wines Through Feb 10: $155 / After: $165 loan constants, present value, compound interest, APR, UCLA: 1270 School of Public Affairs Bldg. from the Bordeaux region of France. Topics include Westwood: 214 Extension Lindbrook Center and debt coverage ratios; loan underwriting, including ✷✷Sat 9am-4pm, Feb 11 & 18, 2 mtgs terroir, appellations, grape varieties, viticultural tech- ✷✷Sat 9am-3pm, Mar 10, 1 mtg credit analysis and qualifying; loan processing, closing, and servicing; foreclosures; and construction, perma- Janet Lowder, President, Restaurant Management niques, winemaking methods, historical significance, Enrollment deadline: Mar 9 the merchant system, futures, and wine classification ® nent, gap, wraparound, and leasehold financing. Case Services Rennie Gabriel, BA, CLU, CFP , President, The Finan- systems. Prerequisite: X 485 An Introduction to Wine; cial Coach, Inc. studies for financing proposals for single-family, multi- family, and commercial/industrial transactions are The Restaurant Industry: Survey of X 481 Vintage II is highly recommended. Elective course featured. For technical requirements see page 4. Pre- Operations and Management in Wine Education and Management Program. Enroll- Business Ethics requisite: X 475.1 Real Estate Principles or consent of ment limited. Internet access required to retrieve course 891.02 Management 0.6 CEU X 495.01 Management 4 units instructor. Applies toward the mandatory educational materials. Students may not bring food to class. (Includes course materials and lunch.) This course examines the process of establishing and requirements for obtaining the California State Real Reg# W9255B All business and management certificate students must operating a restaurant from development of concept to Estate Broker License. Enrollment limited. & devising an executive summary business plan. Topics Through Dec 18: $395 / After: $435 successfully complete this seminar to receive their Westwood: G33W UCLA Extension Bldg. certificate. Enrollment limited; no enrollment at the Reg# W8763B discussed include restaurant characteristics; location; Through Dec 10: $555 / After: $605 design; marketing; financing; leasing; menu develop- Wed 6:30-9:30pm, Jan 18-Feb 15, 5 mtgs door. Students must arrive no later than 9am. For more Shelby Ledgerwood, Owner, Savant Wines information see page 26. Jan 10-Mar 27 ment; bar and beverage; food purchasing; facilities Brien C. Walton, JD, LLM, Senior Vice President, planning; choosing equipment; cost control procedures; Reg# W9207B Executive Coaching Systems, Inc. staff selection and utilization; management techniques; Through Jan 18: $175 / After: $189 customer relations; food sanitation; and legal, tax, and Westwood: 217 Extension Lindbrook Center m insurance issues. Students participate in a field trip to ✷✷ EEReal Estate Market Analysis Sat 9am-4pm, Feb 18, 1 mtg a selected restaurant to experience the front and back Matthew Kohler, MBA, Owner/President, Baja Tan, LLC X 476.8 Management 4 units This course explores the sources of data used in eco- of the house operations. The course includes panel nomic studies and provides an in-depth analysis of discussions with leading restaurant industry experts. trends, market activity, sales, lending, leasing, and how Enrollment limited. & research studies are conducted. Other topics include Reg# W9257B land-use studies and city planning, traffic studies, Through Dec 11: $425 / After: $465 population behavior and mobility, and consumer spend- UCLA: 1256 School of Public Affairs Bldg. ing and trade area. Students learn through case studies, Wed 7-10pm, Jan 11-Mar 28, 12 mtgs demonstrations, and class participation in the analysis Janet Lowder, President, Restaurant Management of shopping center development, tract development Services (sales, projections, and surveys), service station loca- tion, population projections, employment trends, urban renewal projects, and community reuse studies. For technical requirements see page 4. Prerequisite: X 475.1 Real Estate Principles or consent of instructor. Enrollment limited. & kkk Enroll at uclaextension.edu or call (310) 825-9971 Business, Management & Legal 51 Vintage II X 481 Viticulture & Enology 4 units New This Quarter This course builds on the basics learned in Vintage I Are You and goes on the road—visiting the classic winemaking areas of the world. It begins with the countries of Completing Your France, Italy, and Spain, and covers each of their major Wine Education and winemaking areas. These areas are examined in detail for their contribution in the production of quality wines Certificate? for world consumption. Prerequisite: X 480 Vintage I. Management Certificate Enrollment limited. Restricted to persons 21 years of To take part in Extension’s 2012 age or older. See special refund policy at the beginning The Wine Education and Management Certificate (formerly Vintage) is Graduation Ceremony in June, of this section. Visitors not permitted. intended for those who are serious about wine education. The certificate you must be officially enrolled Reg# W9222B provides you with a comprehensive understanding of where, why, and in your desired certif­icate by Through Dec 10: $755 / After: $825 February 15, 2012 and have com- Westwood: G33W UCLA Extension Bldg. how wine is made and appreciated all over the world. Tue 6:30-9:30pm, Jan 10-Mar 20, 11 mtgs pleted your program between Giammario Villa, Certified Sommelier Due to wine tastings, students must be 21 years of age or older for all of the Fall 2011 and Summer 2012. courses except The Business of Wine Management. An Introduction to Wine If you meet the above criteria X 485 Viticulture & Enology 2 units Program Prerequisite: call (310) 206-1654 or email [email protected] This course presents introductory to intermediate wine X 485 An Introduction to Wine information, including the intricacies of tasting wine, to save your spot at graduation. wine service, restaurant issues, wine and food pairing, terroir, grape growing, and winemaking. Noble grape 5 Required Courses varieties from the major winemaking countries are X 480 Vintage I discussed. Wine regions of the world are examined. A major portion of class time is devoted to tasting and X 481 Vintage II analyzing wine. Required course for the Wine Educa- tion and Management Certificate. Must be taken for X 482 Vintage III a letter grade and earn a grade of C or better if plan- X 407A The Business of Wine ning to continue with the Certificate. Enrollment lim- Management ited; enrollment prior to the first class required. Restricted to persons 21 years of age or older. See X 444 The Wines of Bordeaux Make Your special refund policy at the beginning of this section. Students are not allowed to bring food to class. Visi- Ethics Requirement Classroom tors not permitted. Internet access required to retrieve course materials. & 891.02 Business Ethics Come Alive Reg# W9221B Learn more at Through Jan 22: $455 / After: $495 uclaextension.edu/hospitality Our award-winning Instructor Westwood: G33W UCLA Extension Bldg. Development Program offers Wed 6:30-9:30pm, Feb 22-Mar 28, 6 mtgs or call (310) 206-5075. Shelby Ledgerwood, Owner, Savant Wines workshops on teaching and pre- sentation skills for new and Online Courses returning UCLA Extension instructors. For online technical requirements see page 4. Offered This Quarter An Introduction to Wine m UCLA Extension Restaurant Storytelling: A Tool for Learning m X 485 Viticulture & Enology 2 units Instructors Solutions Group m Enrollment limited; enrollment prior to the first class required. Restricted to persons 21 years of age or older. Industry Conference Planning the Total Course See special refund policy at the beginning of this sec- tion. Required course for Wine Education and Manage- Legends & Lessons Visit uclaextension.edu/idp, email ment Certificate. Must be taken for a letter grade and [email protected], or earn a grade of C or better if planning to continue with Tue, Apr 17, 7:30am-7pm, call (310) 825-4851 for details. the Certificate. Wine tastings for the course are con- ducted by utilizing prerecorded videos with wines that Hyatt Regency Century Plaza Los Angeles are readily available for purchase across the country. There are 10 wines used throughout the course, at a Tap into the successful experiences and insights of owners, executives, cost of approximately $130. Students purchase the and other key restaurant industry leaders who discuss the challenges specially selected wines in advance and then follow along with the instructor’s videos. Structured wine tast- and trends facing today’s companies of all sizes—and find out what Course Icons ings help students apply the course information and opportunities exist for you. make sense of the ‘taste of wine.’ More information Provide available in the course syllabus. For more information Keynote Speaker: see this page. & Danny Meyer, CEO, Union Square Hospitality Group Information Reg# W9275B Through Dec 11: $409 / After: $450 Conference Chair: At-a-Glance Jan 11-Feb 15 Anna M. Graves, Esq.; Shelby Ledgerwood, Owner, Savant Wines Partner, Corporate & m Securities Practice/ Online course. Co-Leader, Restaurant, & Textbook required; see Food, & Beverage ­bookstore information on Industry Group, page 144. Pillsbury Winthrop C Shaw Pittman LLP UC credit; may be transfer- able to other colleges and universities. M Meets during daytime hours. Visit uclaextension.edu/restaurant or call e Credit course may not be (310) 206‑1555. taken passed/not passed.