Business Management@Ucla

18

Business, Management & Legal

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

Business, ManageMent & LegaL
18 25 26 27 27 28 29 32 34 36 38 39 40 43 44 46 48 50 50 Accounting and Taxation Business Economics, Math, and Statistics Business Ethics Business Sustainability Communication Skills Entrepreneurship Finance and Investments Fundraising and Nonprofit Leadership Human Resources Management and Organizational Development International Trade and Commerce Leadership and Management Programs Legal Programs Marketing and Advertising Personal Finance Personal Financial Planning Public Relations Real Estate Restaurant Management Wine Education and Management

Accounting and Taxation
Accounting
For more information call (310) 206-1304 or email [email protected].

Those students who plan to become accountants in industry or who are preparing for the CPA examination are advised to enroll in the Accounting Certificate. Those students who plan to use accounting information to conduct their business affairs but who do not intend to become professional accountants are advised to take X 429 Accounting for Non-Accounts and X 430 Finance for the Non-Financial Manager.
EE Principles

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

Are You Completing Your Certificate?
To take part in Extension’s 2012 Graduation Ceremony in June, you must be officially enrolled in your desired certificate by February 15, 2012 and have completed your program between Fall 2011 and Summer 2012. If you meet the above criteria call (310) 206-1654 or email [email protected] to save your spot at the graduation.

X 1A Management 4 units c X 1A is the first part in the two-course Principles of Accounting sequence and provides an introduction to accounting theory, principles, and practice. Instruction covers the uses, communication, and processing of accounting information, as well as the recording, analyzing, and summarizing procedures used in preparing balance sheets and income statements. Additional topics include accounting for purchases and sales, receivables and payables, cash and inventories, plant and equipment, depreciation and natural resources, intangible assets, and payrolls. Sole proprietorships and partnerships also are examined. Recommended course for students planning to enroll in the Accounting, Finance, or Taxation Certificates. Required course in the Business Fundamentals and Business Administration Certificates. Text: Accounting Principles (10th ed.) by Weygandt, Kieso, and Kimmel (John Wiley & Sons, Inc.). & Reg# W9129B Through Dec 10: $425 / After: $465 UCLA: 2270 School of Public Affairs Bldg. Tue 6:30-9:30pm, Jan 10-Mar 27, 12 mtgs Leon Garman, MS, recipient, UCLA Extension Distinguished Instructor Award, 2010 Reg# W9130B Through Dec 12: $425 / After: $465 Downtown Los Angeles: 261 S. Figueroa St., Figueroa Courtyard, Suite 100W, Classroom 101B Thu 6:30-9:30pm, Jan 12-Mar 29, 12 mtgs Paul V. Anderson, MBA, Associate Professor, Azusa Pacific University Reg# W9122B Through Dec 21: $425 / After: $465 UCLA: 2250 School of Public Affairs Bldg. ✷✷ Sat 8:30am-4:30pm, Jan 21-Feb 18, 5 mtgs (Accelerated section: Read Chapters 1-3 before the first class. Manuel Barrios, MBA, Associate President, Platt College X 1B Management 4 units c X 1B is the second course in the 2-course Principles of Accounting sequence and covers corporations, analysis and interpretation of financial statements, and statements of cash flows, as well as examines accounting for operations of departments and manufacturing. Additional topics include cost accounting systems and variable costing, budgeting as an aid to planning and control, authorization and issuance of capital stock, reporting the results of operations, bonds payable, income taxes, and business decisions. Prerequisite: X 1A Principles of Accounting. Recommended course for students planning to enroll in the Accounting, Finance, or Taxation Certificates. Required course in the Business Fundamentals and Business Administration Certificates. Text: Accounting Principles (10th edition) by Weygandt, Kieso, and Kimmel (John Wiley & Sons, Inc.). & kkk

of Accounting

Accounting Theory and Practice

X 120A Management 4 units c This is the first part in the 3-course Intermediate Accounting sequence and covers the interpretation, use, processing, and presentation of accounting information and the preparation of principal accounting statements. Topics include an overview of the conceptual framework of accounting, valuation, recording, and presentation of the balance sheet, income statement, and statement of cash flows. Students are introduced to time value of money concepts, as well as, accounting for cash, receivables, and the first part of inventories Prerequisite: X 1A and X 1B Principles of Accounting, or consent of instructor. Required course in the Accounting Certificate. & Reg# W9136B Through Dec 10: $425 / After: $465 Downtown Los Angeles: 261 S. Figueroa St., Figueroa Courtyard, Suite 100W, Classroom 101A Tue 6:30-9:30pm, Jan 10-Mar 27, 12 mtgs (no mtg 3/20; 1 mtg to be arranged) Mark E. Frohnauer, CPA, MBA, owner, Frohnauer & Associates Reg# W9134B Through Dec 11: $425 / After: $465 UCLA: 1434A Physics & Astronomy Bldg. Wed 6:30-9:30pm, Jan 11-Mar 28, 12 mtgs Anthony A. Hurwitz, CPA, MBA, Associate, PAR Commercial Brokerage, Inc.
EE Intermediate

Accounting Theory and Practice

EE Principles

of Accounting

X 120B Management 4 units c This is the second part in the 3-course Intermediate Accounting sequence and begins with the second part of inventory accounting, and then covers accounting for long-term assets and intangibles, current and longterm liabilities, and stockholders’ equity. Prerequisite: X 120A Intermediate Accounting Theory and Practice or consent of instructor. Required course in the Accounting Certificate. & Reg# W9303B Through Dec 9: $425 / After: $465 UCLA: 2250 School of Public Affairs Bldg. Mon 6:30-9:30pm, Jan 9-Mar 26, 12 mtgs (no mtg 1/16 & 2/20; 2 mtgs to be arranged) Philippe Masbanji, BS, CPA Reg# W9304B Through Dec 11: $425 / After: $465 Downtown Los Angeles: 261 S. Figueroa St., Figueroa Courtyard, Suite 100W, Classroom 107B Wed 6:30-9:30pm, Jan 11-Mar 28, 12 mtgs Kendall L. Simmonds, MBA

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

Business, Management & Legal

19

Upcoming Free Events
Join Us!
Attend these important events to learn more about Business, Management, and Legal Programs courses and programs.
Paralegal training Program (PtP) information session Sat, Dec 3 & Mar 10, 10am-12pm, Downtown Los Angeles: Figueroa Courtyard Contact Anne-Marie Dieters to R.S.V.P. at (310) 825-0741 or [email protected]. Page 39. Legal secretary training Program Sat, Dec 3, 1-3pm Downtown Los Angeles: Figueroa Courtyard Contact Anne-Marie Dieters to R.S.V.P. at (310) 825-0741 or [email protected]. Page 40. Personal Financial Planning information session Thu, Mar 29, 6-7:30pm Westwood: 202 Extension Lindbrook Center Contact Philip Williams at (310) 206-1689 or [email protected]. Page 46.

Knowledge. Connections. Growth.
Certificates Certificates are designed to provide the tools and resources for competing in the current and future business environment. Our programs integrate a balance of theory and practice as needed for a particular discipline. Certificate programs vary in length but generally can be completed in 9 months to 9 years, depending on the student’s progress and the number of courses taken each quarter. Students interested in enrolling in or learning more about a certificate program may set up an appointment with a student advisor. For admissions and application information for business and management certificate programs call (310) 206-1654 or visit uclaextension.edu/bamcert. Custom-Designed and On-Site Programs Courses can be custom-designed to meet an organization’s specific training needs and delivered directly on-site, here in Los Angeles or anywhere in the world.
(310) 206-4149.

Business, Management, and Legal offers over 350 courses, conferences, and seminars annually and is home to 17 professional certificates designed for business professionals who want to make a powerful commitment to enhancing their careers. Through our commitment to academic excellence, professionals can acquire the skills and knowledge they need to face a world of competition and continual change.
Reg# W9307B Through Dec 10: $425 / After: $465 UCLA: 2434 Physics & Astronomy Bldg. Tue 6:30-9:30pm, Jan 10-Mar 27, 12 mtgs Sam E. Boutari, MSc, PhD, consultant
EE Advanced

EE Intermediate

Accounting Theory and Practice

X 120C Management 4 units c This is the third part in the 3-course Intermediate Accounting sequence and covers complex accounting issues such as accounting for investments, revenue recognition, pension plans, leases, accounting for income taxes, accounting changes, preparation of the statements of cash flows, and an overview of financial statement analysis. Prerequisite: X 120B Intermediate Accounting Theory and Practice or consent of instructor. Required course in the Accounting Certificate. & Reg# W9306B Through Dec 10: $425 / After: $465 Downtown Los Angeles: 261 S. Figueroa St., Figueroa Courtyard, Suite 100W, Classroom 101B Tue 6:30-9:30pm, Jan 10-Mar 27, 12 mtgs (no mtg 3/20; 1 mtg to be arranged) Kendall L. Simmonds, MBA Reg# W9305B Through Dec 12: $425 / After: $465 UCLA: 2250 School of Public Affairs Bldg. Thu 6:30-9:30pm, Jan 12-Mar 29, 12 mtgs Terrence A. Lucero, MS, Terrence A. Lucero, CPA, A Professional Corporation
EE Management

Accounting Theory and Practice

XL 122 Management 4 units c This course covers the nature, objectives, and procedures of cost accounting and control. Topics include job costing and process costing, joint product costing, standard costs, theories of cost allocation and absorption, uses of cost accounting data for management decision making, accounting for manufacturing overhead, cost budgeting, cost reports, distribution costs, standard costs, differential cost analysis, profit-volume relationships, and break-even analysis. Designed for people who are preparing for careers in accounting or those currently in production planning, materiel control, production control, program management, pricing, and/ or purchasing. Prerequisite: X 1B Principles of Accounting or consent of instructor. Required course in the Accounting Certificate. & kkk

Accounting

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

Courses Our courses are designed to meet the needs of business professionals at all levels, including those who want to update their skills, change careers, or prepare for industry certifications and exams. Courses are held predominantly on the UCLA campus as well as at our Lindbrook Center and 1010 Westwood sites, in downtown Los Angeles, and at locations throughout the Southland. A growing list of courses also are offered online. Many of our courses may be applied for continuing education credit, including relicensure credit for CPAs (CPE) and attorneys (MCLE); recertification credit for human resources professionals; as well as continuing education credit for insurance licensees, CFP® professionals, and real estate professionals (OREA). Conferences Conferences currently are offered in the fields of real estate, finance, taxation, and the restaurant industry, and feature lectures and panel discussions by industry leaders. These 1-day programs are scheduled at major hotels and other off-site locations throughout Los Angeles.

For more information call

Internships Internships are available to students who are enrolled in and have completed a minimum of 5 courses in select certificate programs. For more information see page 27. Instructors UCLA Extension instructors are industry experts, leaders, and professionals from both corporate and educational communities who have extensive hands-on, practical experience as well as educational credentials. If you are interested in becoming an instructor call (310) 206-2920 for more information and an application.

c UC credit; see page 149 m Online course

E
&

Not available passed/not passed Text required; see page 148

M Course held during daytime hours

20

Business, Management & Legal
EE Advanced

Enroll at uclaextension.edu or call (310) 825-9971 Accounting Theory and Practice
of the IA function. Prerequisite: X 120A, B, and C Intermediate Accounting Theory and Practice, or consent of instructor. Required course in the Accounting Certificate. & Reg# W9311B Through Dec 11: $425 / After: $465 UCLA: 2434 Physics & Astronomy Bldg. Wed 6:30-9:30pm, Jan 11-Mar 28, 12 mtgs Sam E. Boutari, MSc, PhD, consultant
EE International

Accounting Certificate
Recognized by employers throughout Los Angeles and beyond, UCLA Extension’s Accounting Certificate equips students with a thorough understanding of accounting standards and principles. The certificate is designed for students who are preparing to sit for the CPA Examination, as well as providing relevant course work for students considering the CMA, CIA, and CFA certifications. To meet the busy schedules of working professionals, students have the f lexibility to complete their courses through traditional, classroom sessions held during the evening or through our online, instructor-led format. Group A: 9 Required Accountiing Courses All students must complete all 9 accounting courses in Group A for a total of 36 quarter units as well as the Business Ethics requirement. X 120a intermediate accounting theory and Practice X 120B intermediate accounting theory and Practice X 120C intermediate accounting theory and Practice XL 122 Management accounting X 124a advanced accounting theory and Practice X 124B advanced accounting theory and Practice X 127 Federal income taxation X 423 auditing: Financial X 423.2 internal auditing (Operational Management) Candidacy Fee An application for candidacy and a nonrefundable fee of $150 must be submitted by the completion of the second course to officially enroll in this program under its current curriculum. For an application, visit uclaextension.edu/bamcert or call (310) 206-1654. More information Visit ucalextension.edu/accounting or call (310) 206-1654. CPA Designation The California State Board of Accountancy recognizes UCLA Extension’s Certificate in Accounting as a program that satisfies the educational requirements for becoming a Certified Public Accountant. T sit for the CPA examination, cano didates must have a baccalaureate degree from an accredited college or university and have completed 36 quarter units of accounting courses and 36 quarter units of business-related courses. For more information contact the California Board of Accountancy at (916) 263-3972 or 263-3974 or dca.ca.gov/cba. Candidates outside of California can check for specific rules that apply to each state or jurisdiction at nasba.org or beckerCPA.com/state. Becker CPA Review This comprehensive review program prepares students for all parts of the CPA Examination. For more information, including a complete course schedule and enrollment restrictions, see page 22. For more information about the Becker CPA Review visit BeckerCPA.com.

X 124B Management 4 units c This course examines partnerships and joint ventures; installment and consignment sales; receiverships, estates, and trusts; and governmental units. International operations, including accounting for transactions with foreign companies, use of foreign exchange contracts to hedge against foreign currency fluctuations, and translation of accounts of foreign subsidiaries and branches, also are covered. Prerequisite: X 124A Advanced Accounting Theory and Practice or consent of instructor. Required course in the Accounting Certificate. & Reg# W9309B Through Dec 9: $425 / After: $465 UCLA: 2434 Physics & Astronomy Bldg. Mon 6:30-9:30pm, Jan 9-Mar 26, 12 mtgs (no mtg 1/16 & 2/20; 2 mtgs to be arranged) Sam E. Boutari, MSc, PhD, consultant
EE Federal

X 127 Management 4 units c 39.5 hours of MCLE credit available. Accepted by the Certified Financial Planner Board of Standards, Inc. for 30 hours of continuing education. Prerequisite: X 1A and X 1B Principles of Accounting, or consent of instructor. Core course in the Taxation Certificate. Required course in the Accounting Certificate. For more information see page 23. & Reg# W8739B Through Dec 11: $475 / After: $519 UCLA: 175 Dodd Hall Wed 6:30-9:30pm, Jan 11-Mar 28, 14 mtgs (2 mtgs to be arranged) Morton D. Rosenthal, JD, attorney Reg# W8755B Through Dec 12: $475 / After: $519 Downtown Los Angeles: 261 S. Figueroa St., Figueroa Courtyard, Suite 100W, Classroom 108 Thu 6:30-9:30pm, Jan 12-Mar 29, 14 mtgs (2 mtgs to be arranged) Gregory Habib, CPA, MST, Revenue Agent, Internal Revenue Service X 423 Management 4 units 36.75 hours of MCLE credit available. This course examines the auditing principles governing the responsibilities of certified public accountants in their examination of clients’ financial statements. Professional ethics, legal liability, internal control, evaluation, sampling techniques, and audit reports, as well as a study of the statements on auditing standards issued by the American Institute of CPAs, also are discussed. Instruction emphasizes verification of the major items reported in clients’ statements, audit programs, and case studies. Prerequisite: X 120A, B, and C Intermediate Accounting Theory and Practice, or consent of instructor. Required course in the Accounting Certificate. & Reg# W9310B Through Dec 12: $455 / After: $499 Downtown Los Angeles: 261 S. Figueroa St., Figueroa Courtyard, Suite 100W, Classroom 108A Wed 6:15pm-9:30pm, Jan 11-Mar 28 Douglas M. Hansen, MA, Owner, D.M. Hansen, CPA

Income Taxation

X 423.4 Management 4 units Designed for students of accounting and international business professionals who are working for public accounting firms, corporations, and other enterprises engaged in international business, as well as governmental institutions and international organizations, this course covers a broad range of accounting challenges faced by multinational enterprises, including the transition from GAAP to IFRS. Instruction includes case studies which illustrate the specific day-to-day accounting issues that are encountered in international business operations. Prerequisite: X 1A and X 1B Principles of Accounting, or consent of instructor. Course materials are available both in class and via internet. & Reg# W9317B Through Dec 9: $425 / After: $465 UCLA: 1264 School of Public Affairs Bldg. Mon 6:30-9:30pm, Jan 9-Mar 26, 12 mtgs (no mtg 1/16 & 2/20; 2 mtgs to be arranged) Dewey Norton, MA, CMA, MBA X 423.42 Management 5 units The internship provides practical experience in a variety of accounting job functions in either the private or public accounting sector or within a general business environment, and is an opportunity to apply the material previously studied in your accounting courses. Students intern with sponsoring companies for a minimum of 75 hours. Business-related elective in the Accounting Certificate. International students must contact the International Student Office at (310) 825-9351 to confirm eligibility. Visitors not permitted. Restricted course; web enrollments automatically generate a “Permission to Enroll” request, after which our advisor will contact you. Students enrolled in the Certificate in Accounting qualify for a discounted fee. Mention this to the adviser when contacted. For more information see page 27. Reg# W9312B Fee: $635 Joseph E. Woods, MS X 423.422 Management 2 units The business scandals of recent years have highlighted the importance of ethical behavior in the accounting profession. This 6-week course covers the elements necessary to make proper ethical decisions by first defining what ethics are and then identifying the questions that need to be asked in everyday business practices. Key ethical standards specific to the accounting profession are explored, highlighting the unique role of the accountant both as “trusted advisor” to his/her client and the (often conflicting) role of “reporter” of financial information to the marketplace and governmental agencies. The course begins with a study of the earliest models of business ethics through today’s professional requirements of the AICPA Code of Professional Conduct, the State Board of Accountancy, and other regulatory agencies. Instruction includes writing assignments, classroom lecture, and presentations based on assigned readings. Students leave the course with a better overall understanding of the challenges of ethical business practices. Required course in the Accounting Certificate. Enrollment limited; enrollment prior to the first class required. Attendance at first class is mandatory. Visitors not permitted. & Reg# W9313B Through Dec 26: $335 / After: $369 UCLA: 2434 Physics & Astronomy Bldg. Thu 6:30-9:30pm, Jan 26-Mar 1, 6 mtgs Kip Dellinger, BBA, CPA

Accounting

EE Internship

in Accounting

EE Auditing:

Financial

Ethics Requirement
X 423.422 ethics in accounting May be taken at any time during the program. Group B: Business-Related Electives An additional 36 quarter units of electives may be acquired through accredited businessrelated courses previously taken and approved by the certificate program advisor and/or those listed under Group B. Therefore, the number of electives taken from Group B ranges from 0-9 courses, depending upon a review of each student’s official university/ college transcript. Visit uclaextension.edu/accounting for a complete list of suggested Group B business-related electives.

EE Ethics

in Accounting

EE Internal

Auditing (Operational and Management)

X 423.2 Management 4 units This is an advanced course designed for accounting, auditing, and business students; CPA, CIA, and CMA candidates; CPAs, CIAs, and CMAs; controllers and internal auditors; financial and auditing managers; corporate executives; and federal and state auditors and managers. Topics include Internal Auditing (IA) fundamentals; IA standards; internal controls; managing the IA department; IA working papers, procedures, evidences, sampling, and flow-charting; 30 major areas of operational auditing, such as production, marketing, finances, EDP, purchasing, and personnel; 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
EE Accounting

Business, Management & Legal

21

X 429 Management 4 units This course is designed for non-accounting managers and personnel in organizations of all sizes who must work with and understand internal accounting and financial data—without overemphasizing the detailed mechanics and technical language of accounting. It also is appropriate for entrepreneurs and business owners who desire a greater understanding of what accounting and financial information systems can and should be supplying them. Students gain the knowledge and skills necessary for interpreting reported accounting data and evaluating its impact, including an overview of the financial and managerial accounting process. Topics include fundamental accounting, accounting for sales, cost of sales and inventory, cash and internal control, depreciation method, financial statement analysis, and cash flow. & Reg# W9315B Through Dec 10: $425 / After: $465 UCLA: 1264 School of Public Affairs Bldg. Tue 6:30-9:30pm, Jan 10-Mar 27, 12 mtgs J. Darrell Lindgren, BS, CPA (inactive)

for Non-Accountants

Becker CPA Review
Students who enroll in 1 review course section are automatically enrolled in the other 3 subsequent review sections. Students must complete all 4 parts of the review within a 12-month period. Review Courses Scheduled for This Quarter Financial accounting and Reporting auditing and attestation This comprehensive review program prepares students for all parts of the CPA Examination. Accounting concepts, theories, and procedures are intensely reviewed, and students are taught exam-taking techniques applicable for the CPA Exam. Regulations Business environment and Concepts Pages 22-23. For more information call (310) 825-4938.

Online Courses
For technical requirements see page 4.
EE Principles

Seminars
828.44A Management 1.4 CEU In this two-day course students become skilled at setting up and maintaining their financial record keeping using QuickBooks. Ideal for business owners, office managers and bookkeepers, participants learn “handson” how to expertly navigate through the program using a combination of menu items, icons and keyboard shortcuts. Instruction begins with an in-depth look into QuickBooks and how to set up your company files from scratch as well as how to create a good quality chart of accounts. A checklist for businesses converting from another system to QuickBooks also is covered. Participants have the opportunity to perform a number of day-to-day business transactions, including how to invoice a customer and apply customer payments (accounts receivable), how to track and pay your bills (accounts payable), and how to set-up and reconcile your bank accounts. Instruction provides an overview of the reports that are available, including how to create a customized profit & loss statement and customized balance sheet, and how to interpret the data. Additional topics include inventory set-up, payroll set-up, and fixed asset management. Class participation is highly encouraged. Enrollment limited to 25 students. Advance enrollment is highly recommended. Single admission at the door, space permitting; payment by credit card only. Reg# W9377B Through Jan 4: $245 / After: $269 Westwood: 206 Extension Lindbrook Center ✷✷ Sat 8:30am-4:30pm, Feb 4 & 11, 2 mtgs Crystalynn Shelton, BA, Business Advisor, Small Business Development Center, Santa Clarita, CA; Certified QuickBooks Pro advisor

X 1A Management 4 units c Recommended course for students planning to enroll in the Accounting, Finance, or Taxation Certificates. Required course in the Business Fundamentals and Business Administration Certificates. Enrollment limited. For more information see page 18. & Reg# W8994B Through Dec 11: $555 / After: $605 Jan 11-Mar 28 Leon Garman, MS, recipient, UCLA Extension Distinguished Instructor Award, 2010 Reg# W8995B Through Dec 11: $555 / After: $605 Jan 11-Mar 28 Jess Stern, CPA, LLC Reg# W9013B Through Dec 11: $555 / After: $605 Jan 11-Feb 15 Accelerated section. Paul J. Prinster, BA, MBA, DBA, CFO, AST, Inc. X 1B Management 4 units c Prerequisite: X 1A Principles of Accounting or consent of instructor. Recommended course for students planning to enroll in the Accounting, Finance, or Taxation Certificates. Required course in the Business Fundamentals and Business Administration Certificates. Enrollment limited. For more information see page 18. & Reg# W9014B Through Dec 11: $555 / After: $605 Jan 11-Mar 28 David B. Harmon, MBA, CPA, CIA, CISA, CFE, CCSA Reg# W9023B Through Jan 22: $555 / After: $605 Feb 22-Mar 28 Accelerated section. Paul J. Prinster, BA, MBA, DBA, CFO, AST, Inc.

of Accounting m

Introduction to QuickBooks

EE Principles

of Accounting m

Complete Your Accounting Certificate Anywhere
Westwood, Downtown, or Online
No matter where you live or work, Extension has the locations to help you complete your Accounting Certificate at your convenience! Our Downtown LA and Westwood locations are close to where you live and work and are offered at a variety of times and days of the week. Also consider taking a course online. Fully instructor-led online courses let you study at any time and from any place. You can even take a combination of classroom and online courses! The Accounting Certificate is designed for students who are preparing for the CPA Exam, and for those considering CMA, CIA, or CFA certifications. Learn more at uclaextension.edu/accounting.

EE Intermediate

Financial Modeling and Applications: Tips and Techniques Using Excel

831.81 Management 0.7 CEU (Includes course materials.) Enrollment limited. Advance enrollment is highly recommended. Single admission at the door, space permitting; payment by credit card only. For more information see page 31. Reg# W8891B Through Feb 10: $175 / After: $193 Westwood: 202 Extension Lindbrook Center ✷✷ Sat 8:30am-4:30pm, Mar 10, 1 mtg Eric W. Augusta, MBA, Senior Financial Executive, Vice President, Financial Planning and Analysis, E. W. Augusta & Associates

Certified Internal Auditor (CIA) Review Program
Offered in collaberation with the Institute of Internal Auditiors (IIA), the CIA System™ Review Program prepares students for the Certified Internal Auditor® (CIA®) certification examination. With courses offered online this quarter, you have the opportunity to complete your coursework on your own schedule, from anywhere. The IIA CIA Learning System materials (included in course fees) are augmented by the expertise of our experienced online instructors. Offered This Quarter Part i: the internal audit activity’s Role in governance, Risk, and Control Part ii: Conducting the internal audit engagement Part iii: Business analysis and information technology Part iV: Business Management skills Page 23.

X 120A Management 4 units c Prerequisite: X 1A and X 1B Principles of Accounting, or consent of instructor. Required course in the Accounting Certificate. Enrollment limited. For more information see page 18. & Reg# W9029B Through Dec 11: $555 / After: $605 Jan 11-Mar 21 David Reinus, MBA, CPA, owner, David Reinus, CPA Reg# W9030B Through Dec 18: $555 / After: $605 Jan 18-Mar 28 Lee P. Krueger, MBA, Senior Finance Manager, Walt Disney World Co.
EE Intermediate

Accounting Theory and Practice m

Accounting Theory and Practice m

X 120B Management 4 units c Prerequisite: X 120A Intermediate Accounting Theory and Practice. Required course in the Accounting Certificate. Enrollment limited. For more information see page 18. & Reg# W9032B Through Dec 11: $555 / After: $605 Jan 11-Mar 21 Alfred Greenfield, Jr., CPA Reg# W9036B Through Dec 18: $555 / After: $605 Jan 18-Mar 28 Ming-Chun Lu, MBT, CPA, Senior Accountant, Northrop Grumman

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

22

Business, Management & Legal

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

EE Intermediate

Accounting Theory and Practice m

X 120C Management 4 units c Prerequisite: X 120B Intermediate Accounting Theory and Practice or consent of instructor. Required course in the Accounting Certificate. Enrollment limited. For more information see page 19. & Reg# W9052B Through Dec 11: $555 / After: $605 Jan 11-Mar 21 Deidra Renee Duncan, MBA, CPA Reg# W9089B Through Dec 18: $555 / After: $605 Jan 18-Mar 28 Richard E. Lillie, MAS, EdD, CPA, Assistant Professor of Accounting, Cal State San Bernardino
EE Management

Are You Completing Your Certificate?
To take part in Extension’s 2012 Graduation Ceremony in June, you must be officially enrolled in your desired certif icate by February 15, 2012 and have completed your program between Fall 2011 and Summer 2012. If you meet the above criteria call (310) 206-1654 or email [email protected] to save your spot at graduation.

EE Internal

X 423.2 Management 4 units Prerequisite: X 120A, B, and C Intermediate Accounting Theory and Practice, or consent of instructor. Required course in the Accounting Certificate. Enrollment limited. For more information see page 20. & Reg# W9102B Through Dec 18: $555 / After: $605 Jan 18-Mar 28 Ahmed Abo-Hebeish, MBA, CPA, Consultant, Hebeish Management Services
EE Forensic

Auditing (Operational and Management) m

EE Financial

XL 122 Management 4 units c Prerequisite: X 1B Principles of Accounting or consent of instructor. Required course in the Accounting Certificate. Enrollment limited. For more information see page 19. & Reg# W9099B Through Dec 11: $555 / After: $605 Jan 11-Mar 28 Chee-Sum Tan, MBA, Controller/Accounting Manager, Union Bank of California Reg# W9098B Through Dec 11: $555 / After: $605 Jan 11-Mar 28 Danny S. Litt, MBA, MS, consultant

Accounting m

EE Auditing:

EE Advanced

X 124A Management 4 units c Prerequisite: X 120A, B, and C Intermediate Accounting Theory and Practice and XL 122 Management Accounting, or consent of instructor. Required course in the Accounting Certificate. Enrollment limited. For more information see page 19. & Reg# W9094B Through Dec 11: $555 / After: $605 Jan 11-Mar 28 Larry B. Wolod, CPA, JD, LLM
EE Advanced

Accounting Theory and Practice m

X 423 Management 4 units 36.75 hours of MCLE credit available. Prerequisite: X 120A, B, and C Intermediate Accounting Theory and Practice, or consent of instructor. Required course in the Accounting Certificate. Enrollment limited. For more information see page 20. & Reg# W9100B Through Dec 11: $555 / After: $605 Jan 11-Mar 28 Kurt M. Hull, MBA, CPA, consultant Reg# W9101B Through Dec 11: $555 / After: $605 Jan 11-Mar 28 Maria Hernandez-Alamin, BA, CPA, CIA X 423.18 Management 4 units 34 hours of MCLE credit available. Nonprofit organizations represent one of the fastestgrowing sectors of our economy. This fact makes it increasingly important for auditors, managers, and CPAs in public, private, and nonprofit firms to understand how nonprofits measure financial performance and how they differ from for-profit organizations. This course examines the core principles and practices of nonprofit accounting. It also summarizes the accounting requirements and practices of specific types of nonprofit organizations, including hospitals, colleges and universities, health and welfare organizations, and organizations—both nonprofit and for-profit—that receive government assistance in the form of contracts, guaranties, grants, or assistance that may be subject to federal audit requirements. Other topics include the general characteristics and operational environment of nonprofit organizations; applying generally accepted standards and principles; and financial statements, audit guides, and recent changes in nonprofit accounting and reporting rules. For technical requirements see page 4. Prerequisite: X 1A and X 1B Principles of Accounting, or consent of instructor. Business-Related Elective in the Core course in the Accounting Certificate. Enrollment limited. & Reg# W9103B Through Dec 18: $555 / After: $605 Jan 18-Mar 28 Rebecca M. Evans, MSBE, BS

Financial m

X 423.421 Management 4 units This course is an introduction to the exciting field of forensic accounting and the role it plays in both preventing fraud from occurring and discovering fraud after it has occurred. Students are introduced to many opportunities in the field of accounting and fraud detection in the private sector, public accounting, and government. Topics include complex financial investigations, compliance and financial audits, money laundering, net worth analysis, the psychology of white collar crime, financial statement fraud, and more. Guest lecturers from diverse fields describe their careers in the field of accounting/forensic accounting by presenting realworld cases and investigations. For technical requirements see page 4. Prerequisite: X 423 Auditing: Financial and X 423.2 Internal Auditing (Operational and Management) or consent of instructor. Elective in the Accounting Certificate. Enrollment limited. & Reg# W9105B Through Dec 11: $555 / After: $605 Jan 11-Mar 21 Daniel Ryan, MSA, BSBA, District Director, U.S. Department of Treasury, Alcohol and Tobacco Tax and Trade Bureau X 423.422 Management 2 units (Completion or near completion of Group A Accounting Core Courses is recommended.) Required course in the Accounting Certificate. Enrollment limited. For more information see page 20. & Reg# W9107B Through Jan 1: $315 / After: $345 Feb 1-Mar 7 David Reinus, MBA, CPA, owner, David Reinus, CPA

Accounting m

X 429.4 Management 4 units This course examines the techniques of interpreting and analyzing financial and accounting data for management control. Instruction covers such topics as financial information, cash flow statements, financial statement analysis, growth rate analysis, revenue recognition, earnings per share, fixed assets, inventory, financial instruments, and leases. Students develop an understanding of the financial and accounting information that is needed by management to assist in the control of operations. For technical requirements see page 4. Prerequisite: X 120A, B, and C Intermediate Accounting Theory and Practice and XL 122 Management Accounting, or equivalent experience and consent of instructor. Enrollment limited. & Reg# W9114B Through Dec 11: $555 / After: $605 Jan 11-Mar 21 Danny S. Litt, MBA, MS, consultant

Control of Operations m

Introduction to QuickBooks m

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

Becker CPA Review
For more information call (310) 825-4938.

EE Ethics

in Accounting m

X 124B Management 4 units c Prerequisite: X 124A Advanced Accounting Theory and Practice or consent of instructor. Required course in the Accounting Certificate. Enrollment limited. For more information see page 20. & Reg# W9097B Through Dec 11: $555 / After: $605 Jan 11-Mar 21 Kurt M. Hull, MBA, CPA, consultant
EE Federal

Accounting Theory and Practice m

EE Nonprofit

Accounting m

Enrollment into the Becker CPA Review through UCLA Extension is restricted to certificate students who currently are enrolled in the Certificate in Accounting and who have completed a minimum of 5 courses, or who have completed the certificate program. Students who do not qualify for enrollment through Extension should contact Becker at (800) 868-3900 or beckerreview.com. The $2,645 discounted fee for Accounting Certificate students covers enrollment in all 4 parts of the Becker Review and course materials, which are shipped directly to students. Once enrolled in the first part, UCLA Extension students are then automatically enrolled, without an additional fee, in the 3 subsequent Saturday or weekday UCLA Extension parts, depending on which “pattern” (Saturday or weekday) they chose. Visit beckerreview.com for complete course schedules. Students choosing to go outside of this pattern, or who wish to attend other Becker locations, will be charged an additional fee of $90.

EE Integrating

Sustainability into Financial Reporting m

X 127 Management 4 units c 39.5 hours of MCLE credit available. Accepted by the Certified Financial Planner Board of Standards, Inc. for 30 hours of continuing education. Prerequisite: X 1A and X 1B Principles of Accounting, or consent of instructor. Core course in the Taxation Certificate. Required course in the Accounting Certificate. Enrollment limited. For more information see page 23. & Reg# W8738B Through Dec 11: $555 / After: $605 Jan 11-Mar 28 Dana N. Leland, PhD Reg# W8736B Through Dec 11: $555 / After: $605 Jan 11-Mar 28 Wendy Walston Achilles, PhD, CPA

Income Taxation m

X 423.423 Management 4 units Company financial statements are going green. Understanding and reporting on the impact of sustainability activities in financial reports is becoming increasingly necessary, both for ensuring compliance with financial reporting standards and to provide stakeholders with material information highlighting sustainability impacts, risks, and opportunities. This course is ideal for accounting and financial professionals, investors, business owners, and executives who must evaluate sustainability performance of a company, organization, or other entity. Instruction encompasses key topics in global sustainability financial reporting, including green accounting and sustainability economics, auditing and reporting, primary and secondary sustainability metrics and indexes, and Global Reporting Initiative (GRI) modeling and monitoring procedures. Students leave the classroom with a framework for reporting and measuring sustainability activity that can be used to benchmark organizational performance and help build future initiatives. For technical requirements see page 4. Elective course in Global Sustainability Certificate. Enrollment limited. & Reg# W9109B Through Dec 18: $555 / After: $605 Jan 18-Mar 28 Jess Stern, CPA, LLC

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

Becker CPA Review Program: Regulations

Enroll at uclaextension.edu or call (310) 825-9971
Reg# W9244B Fee: $2,645 Downtown Los Angeles: 261 S. Figueroa St., Figueroa Courtyard, Suite 100W, Classroom 105 Mon & Wed 6-10pm, Jan 9-Feb 6, 7 mtgs (no mtg 1/11 & 1/16) Jean Huang, MS Accounting, CPA Reg# W9239B Fee: $2,645 UCLA: A25 Haines Hall Wed 6-10pm, Jan 18-Feb 8 Mon 6-10pm, Jan 30-Feb 13, 7 mtgs No refund after Jan 6. Gordon L. Klein, JD, Lecturer, UCLA Anderson School of Management Gonzalo Freixes, JD, Attorney-at-Law; Lecturer, UCLA Anderson School of Management Reg# W9238B Fee: $2,645 UCLA: A25 Haines Hall Mon 6-10pm, Feb 27-Mar 12 Wed 6-10pm, Mar 7 & 14, 5 mtgs Gordon L. Klein, JD, Lecturer, UCLA Anderson School of Management Reg# W9246B Fee: $2,645 Downtown Los Angeles: 261 S. Figueroa St., Figueroa Courtyard, Suite 100W, Classroom 105 Mon & Wed 6-10pm, Feb 27-Mar 14, 5 mtgs (no mtg 2/29) Merle Hopkins, PhD, Professor of Clinical Accounting, USC Leventhal School of Accounting Reg# W9233B Through Jan 1: $495 / After: $545 Feb 1-15 $195 course material costs refundable upon return Rosalyn Wong, CPA, CIA, Internal Auditor, City of Los Angeles

Business, Management & Legal

23

Taxation
For more information call (310) 825-4938 or email [email protected].

CIA Exam Review Part III: Business Analysis and Information Technology m

Those students who plan to become tax professionals in industry or tax preparers are advised to enroll in the Taxation Certificate.
EE Federal

CIA Review
For more information call (310) 825-4938 or email [email protected].

Becker CPA Review Program: Financial Accounting and Reporting

828.4B Management 7.2 CEU This section covers generally accepted accounting principles for business enterprises and accounting and reporting for government entities and not-for-profit organizations. Enrollment in this section allows students to enroll, without an additional fee, in the remaining three subsequent sections (828.4C Auditing and Attestation, 828.4D Business Environment and Concepts, and 828.4E Regulations) of the Becker CPA Review program. Enrollment limited; advance enrollment required. Restricted course; call (310) 825-4938 for permission to enroll. Web enrollments automatically generate a “Permission to Enroll” request. Reg# W9242B Fee: $2,645 UCLA: A25 Haines Hall ✷✷ Sat 8am-12pm, Jan 14 ✷✷ Sat 8am-5pm, Jan 21-Feb 11, 5 mtgs Gordon L. Klein, JD, Lecturer, UCLA Anderson School of Management David Ravetch, BA, MAT, Senior Lecturer, UCLA Anderson School of Management

UCLA Extension, in partnership with The Institute of Internal Auditors (IIA), offers the Internal Auditors CIA Learning Systems(TM) Review Program to prepare students for the Certified Internal Auditor® (CIA®) certification examination. The IIA CIA Learning Systems materials are delivered in a blended format consisting of printed workbooks and webbased software. This intensive review program is augmented by the expertise of our experienced instructors. The IIA CIA Learning System course materials, which consist of printed workbooks and online access, are included in the course fees. IIA members and students in the Certificate in Accounting may enroll at reduced fees. This program is now offered online. Students may enroll in individual parts or in one of the “Comprehensive” sections (Parts I-III or Parts I-IV).

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

CIA Exam Review Part IV: Business Management Skills m

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

CIA Exam Review: Parts I-III m

X 127 Management 4 units c 39.5 hours of MCLE credit available. Accepted by the Certified Financial Planner Board of Standards, Inc. for 30 hours of continuing education. This course explores individual income taxation issues, including tax determination; personal and dependents exemptions; concepts and inclusions of gross income; general deductions and losses; deduction of certain business expenses and losses; depreciation, cost recovery amortization, and depletion; deduction of employee expenses; itemized deductions and losses; passive activity losses; property transaction gains and losses; nontaxable exchanges; and capital gains and losses. Prerequisite: X 1A and X 1B Principles of Accounting, or consent of instructor. Core course in the Taxation Certificate. Required course in the Accounting Certificate. & Reg# W8739B Through Dec 11: $475 / After: $519 UCLA: 175 Dodd Hall Wed 6:30-9:30pm, Jan 11-Mar 28, 14 mtgs (2 mtgs to be arranged) Morton D. Rosenthal, JD, attorney Reg# W8755B Through Dec 12: $475 / After: $519 Downtown Los Angeles: 261 S. Figueroa St., Figueroa Courtyard, Suite 100W, Classroom 108 Thu 6:30-9:30pm, Jan 12-Mar 29, 14 mtgs (2 mtgs to be arranged) Gregory Habib, CPA, MST, Revenue Agent, Internal Revenue Service X 427.08 Management 4 units 39.5 hours of MCLE credit available. For new or inexperienced practitioners, this course covers the basic elements of average individual and business tax returns, as well as new laws, filing requirements, exemptions, gross income, adjustments, itemized versus standard deductions, business/professional income/loss, self-employment tax, investment credit and recapture, audit processes, appeals, and miscellaneous taxes. Instruction emphasizes hypothetical examples. Text: Income Tax Fundamentals (2012) by Whittenburg (West). Read Chapter 1 before first class. & Reg# W8769B Through Dec 14: $425 / After: $465 Westwood: 201 Extension Lindbrook Center ✷✷ Sat 9am-4pm, Jan 14-Feb 18, 6 mtgs Felicia Duque Black, BA, JD, attorney; Appeals Officer, Internal Revenue Service

Income Taxation

Becker CPA Review Program: Auditing and Attestation

828.4C Management 2 CEU This section covers knowledge of auditing procedures, generally accepted auditing standards and other standards related to attest engagements, and the skills needed to apply that knowledge. Enrollment in this section allows students to enroll, without an additional fee, in the remaining three subsequent sections (828.4B Financial Accounting and Reporting, 828.4D Business Environment and Concepts, and 828.4E Regulations) of the Becker CPA Review program. Enrollment limited; advance enrollment required. Restricted course; call (310) 825-4938 for permission to enroll. Web enrollments automatically generate a “Permission to Enroll” request. Reg# W9240B Fee: $2,645 UCLA: A25 Haines Hall ✷✷ Sat 8am-12pm, Mar 3 ✷✷ Sat 8am-5pm, Mar 10 & 17, 3 mtgs Gordon L. Klein, JD, Lecturer, UCLA Anderson School of Management Merle Hopkins, PhD, Professor of Clinical Accounting, USC Leventhal School of Accounting

Online Courses
For technical requirements see page 4.

CIA Exam Review Part I: The Internal Audit Activity’s Role in Governance, Risk, and Control m

Becker CPA Review Program: Business Environment and Concepts

828.501A Management 1.4 CEU (Includes IIA CIA Learning System course materials.) This online review covers compliance with the IIA’s “Attribute Standards”; risk and control knowledge elements; establishing a risk-based plan to determine the priorities of the internal audit activity; plan engagements; and the nature of internal audit work in risk management, control, and governance. For technical requirements see page 4. Enrollment limited; enrollment prior to the first class required. & Reg# W9232B Through Dec 11: $495 / After: $545 Jan 11-25 $195 course material costs refundable upon return. Rosalyn Wong, CPA, CIA, Internal Auditor, City of Los Angeles

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

EE Fundamentals

of Tax Preparation

CIA Exam Review: Parts I-IV m

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

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

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

828.501AD Management 5.6 CEU (Includes IIA CIA Learning System course materials.) Enrollment into this online series encompasses all four parts of the CIA Exam Review: The Internal Audit Activity’s Role in Governance, Risk, and Control; Conducting the Internal Audit Engagement; Business Analysis and Information Technology; and Business Management Skills. Students also may enroll in each section individually. For technical requirements see page 4. Enrollment limited; enrollment prior to the first class required. & Reg# W9237B Through Dec 11: $1,879 / After: $2,065 Jan 11-Mar 28 $780 course material costs refundable upon return. Jim Tiao, BA, MBA, CIA, CISA Rosalyn Wong, CPA, CIA, Internal Auditor, City of Los Angeles

c UC credit; see page 149 m Online course

E
&

Not available passed/not passed Text required; see page 148

M Course held during daytime hours

24

Business, Management & Legal
EE Taxation

Enroll at uclaextension.edu or call (310) 825-9971
X 427.122 Management 4 units 34 hours of MCLE credit available. This course is designed for attorneys, taxation professionals, and others actively working in the real estate industry and who are interested in taxation issues associated with real estate transactions. The course builds on the basic tax principles learned by students in X 127 Federal Income Taxation and extends those principles to their application in the sale or other transfer of property. Students are provided with a detailed analysis of the federal income tax consequences resulting from sales, exchanges, and other dispositions of property, including such topics as determining the taxable event; ascertaining basis and amount realized; ascertaining gain or loss; limitations regarding the use of losses, including the at-risk and passive activity loss provisions; the importance of the distinction between capital and ordinary loss treatment; and the applicability of various non-recognition provisions, including likekind exchanges and involuntary conversions. & Reg# W8806B Through Dec 11: $425 / After: $465 UCLA: 5280 Boelter Hall Wed 6:30-9:30pm, Jan 11-Mar 28, 12 mtgs David S. Krantz, BA, JD, Attorney, Ostrove, Krantz & Associates, APC

Taxation Certificate
This 9-course certificate is intended for those who wish to become a qualified tax professional as well as for financial advisors who want to provide tax services. In addition to the 9 required courses, you also must complete the Business Ethics requirement.
X 427.904 Retirement Plans and Other employee Benefits X 427.96 Fundamentals of tax advocacy X 430.33 income taxation in Personal Financial Planning X 439.3 estate Planning X 439.31 advanced estate Planning Ethics Requirement 891.02 Business ethics May be taken at any time during the program; also offered online. Select 9 courses from the following: X 127 Federal income taxation X 427.12 estate and gift taxation X 427.121 international taxation X 427.122 taxation of Property transactions X 427.123 tax Reporting and governance for nonprofit Organizations X 427.13 Payroll tax and accounting X 427.8 taxation of Corporations and shareholders X 427.9 Partnership taxation Candidacy Fee An application for candidacy and a nonrefundable fee of $150 must be submitted by the completion of the second course to officially enroll in this program under its current curriculum. For an application, visit uclaextension.edu/bamcert or call (310) 206-1654. More Information Visit uclaextension.edu/taxation or call (310) 206-1654.

of Property Transactions

EE Estate

X 439.3 Management 4 units 34 hours of MCLE credit available, including 1 hour of Legal Ethics and 0.5 hour of Elimination of Bias. 36 hours of California Department of Insurance continuing education credit available. Required course in the Personal Financial Planning Certificate. Core course in the Taxation Certificate. For more information see page 45. & Reg# W9190B Through Dec 11: $425 / After: $465 UCLA: 167 Dodd Hall Wed 6:30-9:30pm, Jan 11-Mar 28, 12 mtgs Jonathan S. Forster, BA, JD, Partner, Weinstock, Manion, Reisman, Shore & Neumann, A Law Corporation

Planning

EE Income

Taxation in Personal Financial Planning

EE Taxation

of Corporations and Shareholders

X 427.8 Management 4 units 34 hours of MCLE credit available. This course examines classification of corporations and associations, organization of corporations, transfers of property to and from a corporation, small business stock, dividend distributions, earnings/profits, property dividends, basic problems in redemption of stock, attribution rules, and partial and complete liquidations. Instruction also covers accumulated earnings, subchapter S, and transactions between corporations and shareholders. Prerequisite: X 127 Federal Income Taxation, equivalent experience, or consent of instructor. Core course in the Taxation Certificate. Required course in the Accounting Certificate. & Reg# W8756B Through Dec 10: $425 / After: $465 UCLA: 1270 School of Public Affairs Bldg. Tue 6:30-9:30pm, Jan 10-Mar 27, 12 mtgs Nidal B. Ramadan, CPA, MBA, Internal Revenue Agent
EE Partnership

X 430.33 Management 4 units 34 hours of MCLE credit available. Prerequisite: X 430.31 Survey of Personal Financial Planning, X 430.391 Financial Analysis in Personal Financial Planning, and X 427.08 Fundamentals of Tax Preparation, or X 127 Federal Income Taxation, or consent of instructor. Required course in Personal Financial Planning Certificate. Core course in the Taxation Certificate. For more information see page 44. & Reg# W9343B Through Dec 12: $425 / After: $465 UCLA: 167 Dodd Hall Thu 6:30-9:30pm, Jan 12-Mar 29, 12 mtgs David R. Bergmann, BS, CFP®, EA, CLU, ChFC, Managing Principal, The David R. Bergmann Group

Seminars
Tax Strategies for Building and Maintaining Wealth

Daytime Accelerated Courses
Ideal for students who have limited time and want to challenge themselves, the Department of Business, Management, and Legal Programs now offers courses in a daytime, accelerated format. Classes are held between 9am-5pm and will be completed in 6 weeks or less. These courses also can be taken individually. Courses offered in this format: Developing a Business Plan Page 29. social Media Marketing Page 41. Marketing Principles and Practices Page 40. Management theory, Policy, and Process Page 38.

X 427.9 Management 4 units 34 hours of MCLE credit available. This course covers tax and legal aspects of forming, operating, and dissolving partnerships. Topics include the definition and conduct of a partnership; property, services, basis, and holding periods; interest and liabilities; operational and at-risk rules; allocation of distributive shares; transactions between partners; disposition of interest and property; distributions involving 751 assets; termination and 736 payments; death of partner; and setting up family and limited partnerships as an association for tax purposes. Prerequisite: X 127 Federal Income Taxation or equivalent experience and consent of instructor. Required course in the Taxation Certificate. Business-Related Elective in the Accounting Certificate. & Reg# W9583B Through Dec 12: $425 / After: $465 UCLA: 5264 Boelter Hall Thu 6:30-9:30pm, Jan 12-Mar 29, 12 mtgs Sanford I. Millar, JD, MBT, Attorney, Law Offices of Sanford I. Millar; Certified Specialist Taxation Law, State Bar of California

Taxation

833.64 Management 0.7 CEU (Includes course materials.) This 1-day seminar is designed for individuals who are interested in implementing proven tax strategies for reducing overall tax liabilities and increasing cash flow. Participants learn how to lower or defer federal and state income taxes, capital gains taxes, and estate taxes. The seminar includes a multi-line analysis of the 1040 tax form in terms of both a tax strategy and financial-planning perspective. Current pension law also is reviewed to determine the best options for managing retirement assets, including pensions, IRAs, and 401K plans, to ensure desired distribution benefits and a maximum transfer of wealth. Enrollment limited. Advance enrollment highly recommended. Participants may enroll at the door, space permitting; payment by credit card only. Reg# W9269B Through Jan 25: $95 / After: $105 Westwood: 214 Extension Lindbrook Center ✷✷ Sat 9am-4pm, Feb 25, 1 mtg David R. Bergmann, BS, CFP®, EA, CLU, ChFC, Managing Principal, The David R. Bergmann Group

Business Ethics

891.02 Management 0.6 CEU (Includes course materials and lunch.) All business and management certificate students must successfully complete this seminar to receive their certificate. Enrollment limited; no enrollment at the door. Students must arrive no later than 9am. For more information see page 26. Reg# W9207B Through Jan 18: $175 / After: $189 Westwood: 217 Extension Lindbrook Center ✷✷ Sat 9am-4pm, Feb 18, 1 mtg Matthew Kohler, MBA, Owner/President, Baja Tan, LLC

For more information visit uclaextension.edu/accelerated.

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

Business, Management & Legal

25

Online Courses
For technical requirements see page 4.
EE Federal

X 127 Management 4 units c 39.5 hours of MCLE credit available. Accepted by the Certified Financial Planner Board of Standards, Inc. for 30 hours of continuing education. Prerequisite: X 1A and X 1B Principles of Accounting, or consent of instructor. Core course in the Taxation Certificate. Required course in the Accounting Certificate. Enrollment limited. For more information see page 23. & Reg# W8736B Through Dec 11: $555 / After: $605 Jan 11-Mar 28 Wendy Walston Achilles, PhD, CPA Reg# W8738B Through Dec 11: $555 / After: $605 Jan 11-Mar 28 Dana N. Leland, PhD X 427.121 Management 4 units This course is for accounting, tax, and finance professionals; international business managers; and lawyers who work with cross-border transactions involving the United States. Instruction explores the application of U.S. tax law to U.S. individuals and entities conducting transactions outside the U.S. as well as foreign individuals and entities conducting transactions in the U.S. Topics include the distinction between U.S.- and foreign-source income: taxation of U.S.-controlled foreign corporations, international tax treaties, taxation of cross-border acquisitions, the foreign tax credit, and transfer pricing. Students leave the course with an understanding on how U.S. tax law applies to international transactions and how to identify the key international tax issues that must be addressed. Students also learn the general concepts and policies that compose the international elements of the U.S. tax code. For technical requirements see page 4. Prerequisite: X 127 Federal Income Taxation, equivalent experience, or consent of instructor. Required course in the Taxation Certificate. Enrollment limited. & Reg# W8939B Through Dec 11: $555 / After: $605 Jan 11-Mar 21 Steve Rubens, JD, MBA

Income Taxation m

Business Economics, Math, and Statistics
For more information call (310) 206-1708 email [email protected].

Courses of Interest to Pre‑MBA Students
These courses provide an ideal foundation for anyone preparing for the GMAT or who needs general business courses to round out an application. In addition, they offer degree credit that is transferable to all UC campuses and many other universities. Visit uclaextension.edu/pre-mba to learn more about these courses.
Offered This Quarter + Principles of accounting (X 1a & X 1B) Page 18. + Business economics (X 100) This page. + Mathematics for Management (X 110) This page. Business statistics (X 115) m Page 26. + Basic Managerial Finance (X 130a) Page 29. Management theory, Policy, and Process (X 190) Page 38. + Business Law (X 108) Page 39. + Marketing Principles and Practices (X 160) Page 40. + advertising Principles and Practices (X 163) Page 40. + Also offered online.

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

EE International

Taxation m

X 100 Management 4 units c This course examines the effort of the enterprise to secure profits and the nature of demand for its products. Topics include cost and production, allocation of resources through competition, forms of market competition, relation of size to efficiency, markets for productive factors, incentives and growth, and capital budgeting. Various concepts of algebra and statistics may be used in the analysis of economic theory. Business-related elective in the Accounting Certificate. Required course in the Business Administration and Business Fundamentals Certificates. & Reg# W8745B Through Dec 10: $429 / After: $469 UCLA: 2238 School of Public Affairs Bldg. Tue 6:30-9:30pm, Jan 10-Mar 27, 12 mtgs Nguyen T. Quan, PhD, Principal, Golden State Water Company X 110 Management 4 units c This course provides a fundamental background for administrators in the public and private economic sectors, as well as a solid review of pre-MBA mathematics. Topics include linear and matrix algebra (with special emphasis on demand/supply and cost/revenue analysis) and differential calculus. Students are encouraged to bring in examples of mathematical applications based on their professional experiences. Business-related elective in the Accounting Certificate. Required course in the Business Administration Certificate. & Reg# W8746B Through Dec 11: $455 / After: $499 UCLA: 2238 School of Public Affairs Bldg. Wed 6:30-9:45pm, Jan 11-Mar 28, 12 mtgs Bijan Raphael, MA, PhD X 410 Management 3 units This course examines the applications of differential and integral calculus to the study of business and economics. Topics helpful to students who need a preMBA review of calculus principles and applications also are covered. & Reg# W8747B Through Dec 23: $385 / After: $419 UCLA: 2238 School of Public Affairs Bldg. Mon 6:30-9:30pm, Jan 23-Mar 26, 9 mtgs (no mtg 2/20) Bijan Raphael, MA, PhD

Economics

EE Mathematics

for Management

General Business Certificates
Business Fundamentals Certificate This 9-course certificate is offered to students who want a structured overview of management principles. Drawing on financial, economic, and organizational disciplines, the program provides students with a strong introduction to the business environment. Business administration Certificate This 17-course structured certificate is designed for students planning to pursue careers in business as well as experienced professionals seeking skill enhancement. It provides a strong foundation in business principles, including the tools of business analysis, business fundamentals, and management theory. For more information about these programs call (310) 206-1654 or visit uclaextension.edu/bam.

EE Business

Applications of Calculus

EE Taxation

X 427.8 Management 4 units 34 hours of MCLE credit available. Prerequisite: X 127 Federal Income Taxation, equivalent experience, or consent of instructor. Required course in the Certificate in Taxation. Business-Related Elective in the Certificate in Accounting Enrollment limited. For more information see page 24. & Reg# W9577B Through Dec 18: $555 / After: $605 Jan 18-Mar 28 Mark S. Hoose, Esq., Attorney at Law

of Corporations and Shareholders m

Business Ethics m

891.02 Management 1.8 CEU Enrollment limited to 25 students. Students in certain Business and Management Certificates are required to successfully complete this seminar to receive their certificate. For more information see page 26. Reg# W9261B Through Dec 9: $175 / After: $189 Jan 9-30 Chris N. Economo, MBA Reg# W9262B Through Feb 14: $175 / After: $189 Mar 14-28 Chris N. Economo, MBA

c UC credit; see page 149 m Online course

E
&

Not available passed/not passed Text required; see page 148

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

M Course held during daytime hours

26

Business, Management & Legal

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

Short on Time?
Select a Seminar or Short Course
introduction to QuickBooks Page 21. tax strategies for Building and Maintaining Wealth Page 24. Business ethics This page. alternative energy in global Business Page 27. electric Vehicles and infrastructure Page 27. sustainable social Media Page 27. Making Your Message Clear Page 27. Public speaking for the Private Person Page 28. Managing Conflict and Disagreement Page 28. Best Practices in negotiation Page 29. Financial Modeling and applications: tips and techniques using excel Page 31. introduction to the stock Market Page 32. technical stock Market and stock analysis Page 32. ethics for Human Resources Professionals Page 34. Project Management that Works Page 38. Coaching and Mentoring employees Page 38. Moving from Debt to Wealth on any income Page 44. investing in Mutual Funds and etFs Page 44. ethics in Personal Financial Planning Page 46. Recruiting and Coordinating Celebrities/talent for special events, spokespersons, and Product Promotions Page 47. the 1-Day Real estate Boot Camp Page 50. How to invest Profitably in Real estate Loans Page 50. Buying and Managing apartment Buildings for Profit Page 50. starting Your Own Restaurant Page 50.

Online Courses
For technical requirments see page 4.
EE Business

Business Ethics
EE Ethics

X 100 Management 4 units c Business-related elective in the Accounting Certificate. Required course in the Business Administration and Business Fundamentals Certificates. Enrollment limited. For more information see page 25. & Reg# W8807B Through Dec 11: $555 / After: $605 Jan 11-Mar 28 Britt Hastey, MS, MBA, Vice Chair, Business Administration Department, Los Angeles City College X 110 Management 4 units c Business-related elective in the Accounting Certificate. Required course in the Business Administration Certificate. Enrollment limited. For more information see page 25. & Reg# W8808B Through Dec 11: $555 / After: $605 Jan 11-Mar 28 Jesse Overall, IV, PhD, Member of the Technical Staff, Rigel^3 Group X 115 Management 4 units c This course explores elements of probability, probability distributions, estimation and confidence intervals, hypothesis testing, simple and multiple linear regression, index numbers, and time series analysis. Descriptive and inferential methods for analyzing and interpreting quantitative and qualitative data are applied to strategic and tactical business issues and decisions. Techniques for using statistical software and the data analysis capabilities of Microsoft Excel are integrated throughout the course. For technical requirements see page 4. Prerequisite: X 110 Mathematics for Management or consent of instructor. Business-related elective in the Accounting Certificate. Required course in the Business Administration Certificate. Enrollment limited. & Reg# W8809B Through Dec 11: $555 / After: $605 Jan 11-Mar 28 Teri A. Denson, PhD, MBA, President, Psyckey Enterprises X 410.21 Management 4 units This course provides an overview of key mathematical concepts used in corporate finance, economics, and investments. Topics include simple and compound interest; time value of money; amortization; exponential growth; combination and permutation analysis; probability; statistical measures of central tendency and dispersion; problem solving and mathematical reasoning; and additional topics covering linear programming, statistics, graph theory, and game theory. Students also are exposed to Poisson Theory, Monte Carlo simulation, options pricing, and an overview of the mathematics behind hedging theories. Students leave the course able to understand and apply basic concepts of probability, including conditional probabilities, and their relationship to independence; understand statistical measures of central tendency and dispersion and their implications; and successfully engage in systematic reasoning and mathematical problem solving. Students should have an understanding of intermediate or advanced algebra. For technical requirements see page 4. Prerequisite: X 1A and X 1B Principles of Accounting Enrollment limited. & Reg# W8810B Through Dec 18: $555 / After: $605 Jan 18-Mar 28 Nicholas H. Nucho, MBA, Senior Partner, DNM Associates

Economics m

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

in Accounting

EE Mathematics

for Management m

Seminars
Business Ethics
891.02 Management 0.6 CEU (Includes course materials and lunch.) We face an increasing number of ethical issues in the business world and in our personal lives. The business scandals of recent years have highlighted the importance of ethical behavior in the business environment. For CEOs and all business professionals, a solid ethical foundation must be the basis from which one builds a business career. This seminar covers the elements necessary to make ethical decisions by defining the key definitions, issues, and theories of business ethics. Through class discussions and case studies, students explore the theoretical foundations of business ethics and learn how to develop an ability to recognize and address ethical questions. Practical applications of business ethics, including a review of ethical responsibilities and relationships between organizational departments, management, and the public, also are discussed. Students leave the seminar with a better understanding of the challenges of ethical business practices. All business and management certificate students must successfully complete this seminar to receive their certificate. Enrollment limited; no enrollment at the door. Students must arrive no later than 9am. Reg# W9207B Through Jan 18: $175 / After: $189 Westwood: 217 Extension Lindbrook Center ✷✷ Sat 9am-4pm, Feb 18, 1 mtg Matthew Kohler, MBA, Owner/President, Baja Tan, LLC 833.379 Management 0.7 CEU Accepted by the Certified Financial Planner Board of Standards, Inc. for 2 hours of continuing education. 6.75 hours of MCLE credit available. (Includes course materials.) Required course in the Personal Financial Planning Certificate. Enrollment limited to 35 students. Advance enrollment is highly recommended. Single admission at the door, space permitting; payment by credit card only. For more information see page 46. Reg# W9355B Through Feb 3: $139 / After: $150 Westwood: 209 Extension Lindbrook Center ✷✷ Sat 9am-4pm, Mar 3, 1 mtg David R. Bergmann, BS, CFP®, EA, CLU, ChFC, Managing Principal, The David R. Bergmann Group

EE Business

Statistics m

Ethics in Personal Financial Planning

EE Math

for Finance m

Taking the GRE or GMAT Soon?
Prepare the Smart Way with UCLA Extension Test Prep Courses
Smart people are prepared. Smarter people prepare with UCLA Extension test preparation courses. Today, getting accepted into a graduate program takes a competitive edge. Get that edge with one of our courses. For information see page 79, call (310) 983-1181, or visit uclaextension.edu/testprep.

Make Your Classroom Come Alive
Our award-winning Instructor Development Program offers workshops on teaching and presentation skills for new and returning UCLA Extension instructors. Offered This Quarter storytelling: a tool for Learning m instructors solutions group m Planning the total Course Visit uclaextension.edu/idp, email [email protected], or call (310) 825-4851 for details.

Online Courses
For technical requirements see page 4.

Business Ethics m

891.02 Management 1.8 CEU Enrollment limited to 25 students. Students in certain Business and Management Certificates are required to successfully complete this seminar to receive their certificate. For more information see this page. Reg# W9261B Through Dec 9: $175 / After: $189 Jan 9-30 Chris N. Economo, MBA Reg# W9262B Through Feb 14: $175 / After: $189 Mar 14-28 Chris N. Economo, MBA

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

Business, Management & Legal

27

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

in Accounting m

Reg# W9182B Through Dec 21: $175 / After: $189 Westwood: 202 Extension Lindbrook Center ✷✷ Sat 9am-12pm, Jan 21 & 28, 2 mtgs Beverly W. Macy, BA, CEO, Gravity Summit, Inc.; author of The Power of Real-Time Social Media Marketing; UCLA Extension Distinguished Instructor Award, 2010

Internships
Broaden Your Skills with Real-World Experience
Internships provide students with practical application of material studied in their declared programs and are available in the following
areas. These internships are also available to students in other academic programs who qualify. Visit uclaextension.edu/baminternships. Certificate students are eligible for discounted course fee.
accounting Page 20. Finance Page 30. Personal Financial Planning Page 45. To request an application for the above subject areas, contact Yvette de la Cruz at [email protected]. Human Resources Management Page 35. international trade and Commerce Page 37. Marketing and advertising Page 41. Public Relations Page 46. Real estate Page 49. To request an application for the above subject areas, contact Eric Hubert at (310) 825-1238 or [email protected].

Online Courses
For technical requirements see page 4.

Business Sustainability
Alternative Energy in Global Business
800 Management 0.6 CEU Discover renewable technologies and business opportunities that are propelling alternative energy industry growth worldwide. Learn the intricacies of real-world projects and the surrounding regulatory, financing, and government initiatives that enable project development. Topics include ocean, hydroelectric, biomass and biofuels, geothermal, wind, and solar technologies, as well as policies that support or hinder the growth of the industry. Elective course in Global Sustainability Certificate. Advance enrollment required; no enrollment at the door. Reg# W9349B Through Feb 24: $155 / After: $165 UCLA: 5272 Boelter Hall ✷✷ Sat 9am-4pm, Mar 24, 1 mtg Enrollment deadline: Mar 23 Adrian Tylim, MS, President, All Energy Matters, Inc.

Principles of Sustainability II: Economic Dimension m

X 401 Management 4 units Gain a broad exposure and intimate knowledge of the business aspects of sustainability through real-world business case studies. Key elements of this course include identifying practical tools, measuring performance, and reviewing best practices. Upon completion, you have an understanding of the challenging and often competing interests between businesses, regulatory, social, and technological efforts occurring globally. For technical requirements see page 4. Prerequisite: X 400 Principles of Sustainability I: Environmental Dimension. Core course in Global Sustainability Certificate. & Reg# W9248B Through Dec 18: $579 / After: $635 Jan 18-Mar 28 James Bassett, PhD, Senior Member, Environmental Affairs Committee, Santa Monica Chamber of Commerce

Sustainability Roadmap: Developing Your Business Action Plan m

Electric Vehicles and Infrastructure

851 Management 0.6 CEU This course examines the perspectives of consumers, manufacturers, utilities, and federal and state departments of transportation on electric vehicle adoption worldwide, and explores the range of electric vehicle choices with emphasis on the requirements, benefits, and drawbacks of each, plus the role of hybrid technology. Students learn about regulations currently in place that govern electric vehicles and review upcoming legislation that will shape tomorrow’s transportation technologies and choices. A broad-ranging review is offered of infrastructure requirements, including charging and battery swapping stations, and analysis of opportunities and requirements of a proposed green interstate system that would allow new, innovative neighborhood electric vehicles (NEVs), medium-speed electric vehicles (MSEVs), and low speed electric vehicles (LSEVs) access to intercity and interstate routes. Elective course in Global Sustainability Certificate. Reg# W9266B Through Feb 10: $155 / After: $165 UCLA: 5272 Boelter Hall ✷✷ Sat 9am-12pm, Mar 10 & 17, 2 mtgs Enrollment deadline: Mar 9 Michael Boehm, Partner, HB Sustain Dean Adams Curtis, MA

X 402 Management 4 units Take a step-by-step approach to creating a sustainability business plan. In this course, you gain a working knowledge of developing strategy, setting priorities, and establishing management systems for long-term sustainability. Practical methods are presented along with explicit instructions for their implementation. Case examples provide illustrations of successful sustainablity plan development and application in a variety of industries. Elective course in Global Sustainability Certificate. For technical requirements see page 4. Enrollment limited. & Reg# W9298B Through Dec 19: $555 / After: $605 Jan 19-Mar 29 James Bassett, PhD, Senior Member, Environmental Affairs Committee, Santa Monica Chamber of Commerce

EE Green

neW COuRse
EE Carbon

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

Sustainable Social Media

860.398 Management 0.6 CEU Under pressure from consumers, shareholders, and government bodies to develop green strategies, organizations are using consumer-driven social networking and media to communicate these strategies. Although adding “green” claims and eco-labels to your marketing may enhance brand image, how can companies who are taking sincere environmental initiatives market themselves credibly? Smart green brands are taking advantage of the new and dynamic consumer-driven social networking environment. Learn how to use social media tools to enhance your brand in an environment that is ideal for emerging products, social causes, and lifestyle brands. This intensive two-day course uses case studies and examples to highlight how companies and brands are taking advantage of these new tools and help you get started. Prerequisite: Familiarity with social media tools and techniques. Elective course in Global Sustainability Certificate. Internet access required to retrieve course materials. kkk

X 420 Management 4 units As the world moves towards a low-carbon economy, reducing carbon emissions in the workplace is critical to driving cost savings, productivity, and efficiency gains. This course focuses on understanding carbon emissions in business operations and developing the skills to identify opportunities and create customized carbon management action plans that increase your business’s value. Elective course in Global Sustainability Certificate. For technical requirements see page 4. Enrollment limited. Reg# W9350B Through Dec 18: $555 / After: $605 Jan 18-Mar 28 Zeph Phillips, Executive General Manager, Carbon Management International, Inc
EE Integrating

X 480.5 Management 4 units What’s red hot in marketing today? Being “green.” As business becomes more aware of the need to be sustainable and green becomes vogue, marketers need to help companies with this effort. Today’s marketing professional needs to do more than sell products, they need to be part of the cultural shift and move toward more sustainable practice. But there are pitfalls. Learn how to avoid being labeled a “green washer.” Learn what it is to be green and how to integrate sustainable strategies into marketing practice that will improve the bottom line. This course analyzes the current market situation and its opportunities, providing practical solutions, case studies, and examples that demonstrate how innovation is the key to sustainability and to consumers’ hearts. For technical requirements see page 4. Elective course in Global Sustainability Certificate. Enrollment limited; early enrollment advised. & Reg# W9179B Through Dec 19: $555 / After: $605 Jan 19-Mar 29 Alexandre P. Nascimento, MBA, PMP

Marketing Strategies m

Communication Skills
For more information call (310) 825-4192 or email [email protected].

General/Interpersonal/ Small Group
Making Your Message Clear
802.3 Management 0.6 CEU Whether you are speaking to an audience of 1 or 100, identifying your message and staying focused on it is very important to clear and effective communication. In this one-day public speaking workshop, learn skills to avoid the pitfalls of self-conscious thinking, use defensive listening, and keep from veering-off course unnecessarily, all in a safe environment. You learn techniques that can help you get to the point, organize your thoughts, and present your products and ideas in a way that persuades and connects you with your listener. All exercises are based on everyday conversational and job-related topics. You leave this interactive workshop with a set of skills for speaking clearly and effectively, on and off the job. Reg# W9184B Through Jan 25: $155 / After: $165 Westwood: 202 Extension Lindbrook Center ✷✷ Sat 9am-4pm, Feb 25, 1 mtg Pamela Kelly, MA, PK Communications Skills Training and Coaching

Integrating a Green Business Strategy m

Sustainability into Financial Reporting m

X 423.423 Management 4 units Elective course in Global Sustainability Certificate. Enrollment limited. For more information see page 22. & Reg# W9109B Through Dec 18: $555 / After: $605 Jan 18-Mar 28 Jess Stern, CPA, LLC

X 483.5 Management 4 units Study key trends in the emerging field of sustainable business strategy. Environmental issues are playing a larger role in various areas of business strategy, including operations, balance sheet management, legal compliance, and marketing. Instruction discusses the relevance of this developing area and reviews theories on the design and implementation of business strategies that incorporate the principles of sustainability. The format of the course includes interactive discussions among participants on reading material and case studies. Students also complete a green business strategy project in their field of interest. For technical requirements see page 4. Elective course in Global Sustainability Certificate. Reg# W9180B Through Dec 17: $555 / After: $605 Jan 17-Mar 27 Steve Rubens, JD, MBA

28

Business, Management & Legal

Enroll at uclaextension.edu or call (310) 825-9971
Reg# W9194B Through Feb 15: $315 / After: $345 Westwood: 211 UCLA Extension Bldg. ✷✷ Thu & Fri 9am-4pm, Mar 15 & 16, 2 mtgs Joseph P. Reynolds, BA, MDiv/STM, Director, JPR Communication

Starting or Growing Your Business
Key Courses for Today’s World
Have you been thinking about starting a new business or expanding an existing one? Learn the key concepts to product ideation, business plan writing, strategy, and entrepreneurial marketing from the following courses:
entrepreneurship and new Venture Formation Page 29. Developing a Business Plan Page 29. Creating a successful Business Page 29. Developing a new Business Page 29. new Business Development and Pitching the Perfect Presentation Page 42. starting Your Own Restaurant Page 50.

Intensive Grammar and Punctuation Review m

The Dynamics of Interpersonal Communication

X 482.7 Communication 4 units In today’s fast-paced, highly competitive business world, it is more important than ever to recognize and study the significant role communication plays in our business lives. How well we communicate greatly determines how successful we will perform on the job and our level of personal job satisfaction. This course is designed for individuals at all levels in all types of businesses who desire to polish and/or develop additional communication skills in formal and informal settings. Through interactive discussions, activities, and role playing, participants explore conflict resolution, giving/receiving criticism, defensive communication, assertiveness, focused listening, nonverbal communication, self-esteem, team building and delegating work, empowerment, small-group dynamics, management and sales strategies, customer service, problem-solving and negotiation, intercultural communication, interviewing, and power and authority. Reg# W8998B Through Dec 10: $425 / After: $465 UCLA: 154 Dodd Hall Tue 7-10pm, Jan 10-Mar 20, 11 mtgs Joseph P. Reynolds, BA, MDiv/STM, Director, JPR Communication

X 401.6 English 4 units This tutorial is intended for anyone who writes, edits, prepares final copy, or is interested in the structure and use of the English language. The basic rules that apply to virtually every piece of writing are presented, as well as the fine points that occur infrequently but cause trouble when they do. Topics include a thorough review of the parts of speech, basic grammar concepts, word usage, and spelling. Basic punctuation also is covered. For technical requirements see page 4. Enrollment limited. & Reg# W9172B Through Dec 31: $555 / After: $605 Jan 31-Mar 27 Zal Phiroz, MBA, Manager, Procter & Gamble

Business Writing m

X 418I English 4 units This online course introduces basic writing strategies for busy professionals who write critical reports, memos, and letters. Instruction develops skill in eliminating writer’s block, getting to the point, and reducing the need for rewrites. A variety of sample writings are used to illustrate effective strategies. Part of the course is devoted to writing and editing student-generated papers (letters, memos, reports). The instructor encourages sharing relevant experience. For technical requirements see page 4. Enrollment limited. & Reg# W9176B Through Dec 17: $555 / After: $605 Jan 17-Mar 13 Judy Shane, MA, communications consultant, Judy Shane Communications

Writing
Business Communications
X 109 Management 4 units c Communication, whatever method used, needs to inform. In the business environment writing clear, concise, comprehensible copy is critical to success. In this course, learn techniques for clarifying purpose, understanding readers, and organizing ideas. Through in-class writing exercises, you practice proven strategies for overcoming writer’s block and creating concise, appropriate, and grammatically correct work. Practice exercises include editing and writing letters, memos, reports, email messages, summaries, resumes, and cover letters. Vocabulary development, using correct grammar and punctuation, techniques for reducing writing time, and proofreading also are addressed. Enrollment limited to 25 students. Internet access required to retrieve course materials. & Reg# W8993B Through Dec 12: $425 / After: $465 UCLA: 3126 Rolfe Hall Thu 6-9pm, Jan 12-Mar 29, 12 mtgs Julianne Fowler, MA, management consultant; author

Entrepreneurship
For more information call (310) 825-2012 or email [email protected].

825 Speech 2.7 CEU Professionals who must make presentations as part of their work often are unprepared to deal with the fear they experience in speaking before an audience. This course provides each participant with a solid foundation in public speaking that is specific to each individual’s personality and style. Topics include methods for preparing and delivering a presentation, connecting with an audience, the dynamics of voice and pacing, and the use of gestures and props. Individual presentations take place in a supportive environment with acknowledgment, evaluation, and direction from the instructor. & Reg# W9001B Through Dec 11: $465 / After: $510 UCLA: 3134 Rolfe Hall Wed 6:30-9:30pm, Jan 11-Mar 14, 10 mtgs Pamela Kelly, MA, PK Communications Skills Training and Coaching

Working through the Fear of Public Speaking

Public Speaking for the Private Person

How to Talk to Anybody

831.10 Management 0.6 CEU This unique seminar, designed for professionals and others who must engage in public speaking by default, redirects the art of public speaking from the podiums of the world into offices and neighborhoods of daily life. If you are too shy to initiate conversation or are paralyzed by fear when asked to speak, this course will help you break through the barriers. It is also for those who want to learn how to create powerful correspondence, be successful at networking, and improve overall comfort in public speaking situations. Class participation is expected. Advance enrollment required; no enrollment at the door. Reg# W9185B Through Feb 3: $155 / After: $165 Westwood: 202 Extension Lindbrook Center ✷✷ Sat 9am-4pm, Mar 3, 1 mtg DeBorah Pryor, BA, President, The Art of Communication

Certificates: General Business Studies with Concentration in Entrepreneurship Business Administration with Concentration in Entrepreneurship For more information call (310) 206-1654 or visit uclaextension.edu/bamcert.
EE Fundamentals

of Business Administration and Management

Online Courses
For technical requirements see page 4.

830 Communication 1.5 CEU This six-week course offers techniques for communicating effectively with confidence and ease in your social, family, and business relationships. Instruction focuses on sound interpersonal communication principles that enable you to talk tactfully, intelligently, spontaneously in a variety of situations and to a broad range of people. Topics covered include, dealing with social anxiety, being more dynamic in meetings, social groups and in daily interactions with others. This highly interactive course equips you to engage effectively and comfortably with almost anyone. Reg# W9000B Through Dec 17: $255 / After: $275 Westwood: 214 Extension Lindbrook Center Tue 6:30-9pm, Jan 17-Feb 21, 6 mtgs Debra Magit, actor and performance coach

Managing Conflict and Disagreement

Technical Writing m

893 Management 1.2 CEU Managing conflict is a critical part of every manager’s and supervisor’s job. This highly interactive seminar provides you with practice in the basics of using key techniques to resolve conflict in today’s organizations. You assess your own conflict management styles and practice effective communication and listening techniques, trust building, and constructive framing of issues to assist in resolution. Conflict strategy choices include claiming maximum value for self or creating value for all parties. Negotiation techniques include identifying issues and interests, compromise, trading off interests, and packaging proposals. You also explore the impact of different values and expectations in producing conflict, including the common conflicts of independence vs. group cohesion and rules/structure vs. flexibility. The instructor demonstrates tools and techniques and assists in group exercises and role playing. kkk

X 439.1A1 Management 4 units This tutorial is designed for beginning technical writers, those interested in a technical writing career, and technical specialists who write documents as part of their job. Instruction covers the stages of document preparation from concept to print: audience analysis, document planning, gathering information, formatting documents, drafting and revising, and managing the review cycles. Students learn how to evaluate documents for usability and tailor a document’s style, format, and content to a technical and nontechnical audience. Students analyze documents, complete a series of writing assignments, and plan/draft one short technical document. For technical requirements see page 4. Enrollment limited. & Reg# W9177B Through Dec 18: $555 / After: $605 Jan 18-Mar 14 Judy Shane, MA, communications consultant, Judy Shane Communications

X 410.53 Management 4 units A majority of businesses fail within the first 2 years, and a significant percentage of the initial survivors don’t last much longer. There are many reasons for this, including inexperienced management, lack of sufficient capital, failure to do proper marketing, and a lack of financial competency. The bottom line is that most managers don’t know how to properly systematize, structure, and manage their businesses. They don’t know because they’re not aware of where or how to find this information. This course is designed to teach students how to structure properly, systematize, and manage a business of any size or type, service or product, and in any industry. In addition to covering business concepts and fundamentals, the course stresses application to realworld situations and problems. Actual examples from a variety of current sources, such as newspapers and magazines, are analyzed and discussed. Required course in the Business Administration Certificate. Enrollment limited. & Reg# W8805B Through Dec 9: $425 / After: $465 UCLA: 162 Royce Hall Mon 6:30-9:30pm, Jan 9-Mar 26, 11 mtgs (no mtg 1/16 & 2/20; 1 mtg to be arranged) Enrollment deadline: Jan 30 Ira S. Kalb, MBA, President, Kalb & Associates

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

Business, Management & Legal

29

X 429 Management 4 units For more information see page 21. & Reg# W9315B Through Dec 10: $425 / After: $465 UCLA: 1264 School of Public Affairs Bldg. Tue 6:30-9:30pm, Jan 10-Mar 27, 12 mtgs J. Darrell Lindgren, BS, CPA (inactive) X 432 Management 4 units Designed for retailers and manufacturers, this course examines current strategic retail processes and provides tools to create, maintain, and grow a winning business strategy. Classes are broken into modules that focus on strategy assessment, developing required retail core competencies, concept development and positioning, business programming and design, and retail implementation. Each section is taught by industry professionals and provides practical applications in retail development processes. Reg# W9589B Through Dec 12: $425 / After: $465 Downtown Los Angeles: 261 S. Figueroa St., Figueroa Courtyard, Suite 100W, Classroom 107A Thu 6:30-9:30pm, Jan 12-Mar 22, 11 mtgs Enrollment deadline: Jan 26 Donna Lombardo, National Sales Manager, Major Accounts, Connected Showroom

for Non-Accountants

EE Creating

EE Retail

Development

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

a Successful Business

Are You Completing Your Certificate?
To take part in Extension’s 2012 Graduation Ceremony in June, you must be officially enrolled in your desired certif icate by February 15, 2012 and have completed your program between Fall 2011 and Summer 2012. If you meet the above criteria call (310) 206-1654 or email [email protected] to save your spot at graduation.

Finance and Investments
Finance
For more information call (310) 206-1689 or email [email protected].

Those students planning to pursue a career as a financial professional are advised to enroll in the Finance Certificate.
EE Basic

Online Courses
For technical requirements see page 4.
EE Fundamentals

EE Entrepreneurship

and New Venture Formation

X 497.52 Management 4 units 33 hours of MCLE credit available. This course surveys the factors essential for turning a “great idea” into a successful business and explores various benefits/costs of sole proprietorships, partnerships, corporations, and franchises. Topics include market surveys, site analysis, permits and licenses, patents and protection of ideas, risk management, legal requirements and regulations, capital requirements and financing sources, determining the costs and prices of goods and services, advertising and marketing, record keeping, and lines of credit and cash flow requirements. Participants’ ideas and business strategies are evaluated in a supportive classroom environment. & Reg# W8811B Through Dec 12: $425 / After: $465 UCLA: 190 Royce Hall Thu 6:30-9:30pm, Jan 12-Mar 22, 11 mtgs Enrollment deadline: Jan 26 Wilton Paul Risenhoover, MBA, CEO, RobotDough Software Corp.
EE Developing

Seminars
Best Practices in Negotiation
897.90 Management 1.2 CEU Everyone negotiates, but some are better at this vital skill than others by virtue of training and experience. Those who excel are more likely to set and reach ambitious goals, apply for and get better jobs, gain higher compensation, earn larger raises, and receive more recognition, while benefiting their companies by interacting more effectively with customers, vendors, management, and colleagues. Participants learn the best techniques for striking better bargains, making lasting agreements, and sustaining positive relationships, as well as learning to recognize and counter the tactics of their counterparts while pursuing their agendas and requirements more effectively and smoothly. Equally important, students learn to become more savvy consumers in critical negotiating scenarios, including buying, selling, and financing cars and housing, as well as other “big ticket” situations. & Reg# W8814B Through Jan 4: $285 / After: $309 Westwood: 209 Extension Lindbrook Center ✷✷ Sat 9am-4pm, Feb 4 & 11, 2 mtgs Enrollment deadline: Feb 4 Gary S. Goodman, PhD, JD, MBA, President, Customersatisfaction.com and The Goodman Organization, Inc.; author, Six-Figure Consulting

of Business Administration and Management m

X 130A Management 4 units c 34 hours of MCLE credit available. This course covers the methods and sources of financing business firms—large and small, corporate and noncorporate. Topics include financial planning procedures, common financial arrangements and practices, and guidelines for formulating decisions on financial problems and establishing policy. The social, legal, and economic effects of various financial alternatives also are examined. Prerequisite: X 1A and X 1B Principles of Accounting or consent of instructor. Required course in the Finance, Business Fundamentals, and Business Administration Certificates. Business-related elective in the Accounting Certificate. & Reg# W9259B Through Dec 10: $425 / After: $465 UCLA: 2242 School of Public Affairs Bldg. Tue 6:30-9:30pm, Jan 10-Mar 27, 12 mtgs Instructor to be announced X 130B Management 4 units c This course presents theories and their applications to demonstrate the advanced implementation of corporate finance. Students analyze stock and bond valuations, capital budgeting and working capital management, leasing, option pricing, risk/return, cost of capital, financial forecasting, capital structures, dividend policy, and investment banking. The implications of market responses to major financial strategies also are examined. For technical requirements see page 4. Prerequisite: X 130A Basic Managerial Finance or consent of instructor. Elective course in the Finance Certificate. & Reg# W9260B Through Dec 12: $425 / After: $465 UCLA: 2232 School of Public Affairs Bldg. Thu 6:30-9:30pm, Jan 12-Mar 29, 12 mtgs Instructor to be announced

Managerial Finance

X 410.53 Management 4 units Elective course in the Business Fundamentals Certificate. Required course in the Business Administration Certificate. Enrollment limited; early enrollment advised. For more information see page 28. & Reg# W8789B Through Dec 18: $555 / After: $605 Jan 18-Mar 28 James A. Tischler, MBA, CEO, SomeBeach SunWare, LLC
EE Developing

EE Advanced

Managerial Finance

X 497.54 Management 4 units (New Accelerated Daytime format.) Those interested in a new or growing business must possess a comprehensive business plan to evaluate the viability of a venture and compete effectively in the marketplace in order to attract sources of financing. It also is a requirement for companies that want to be considered for joint ventures with larger corporations or those that are transitioning from entrepreneurial to professional management. This course focuses on all facets of business plan development, including assessing the competitive environment, developing venture concept and growth strategies, creating marketing approaches, building a cohesive management team, launching operations, and developing financial projections. Students create a business plan that addresses their individual organizational needs. Elective in the Business Fundamentals Certificate. Required course in the Business Administration Certificate. & Reg# W8812B Through Dec 11: $855 / After: $935 Westwood: 415 1010 Westwood Center ✷✷ Mon & Wed 1-4pm, Jan 11-Feb 22, 11 mtgs (no mtg 1/16 & 2/20) Enrollment deadline: Jan 23 Frank R. Blair, MBA, Principal, Blair Consulting Group

a Business Plan

Introduction to QuickBooks

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

X 497.59 Management 4 units Designed for individuals or partners who are starting or have started a new business, students in this course learn the realities of starting and managing a new business, from idea to operation. The course employs simulation techniques and a disciplined process for developing a business that includes planning, research, testing of viability, problem solving, decision making, and operation. Working individually and in teams, students gain an understanding and appreciation for cooperation, common goal setting, negotiating, and the execution required of any business organization. Participants leave with a working template and guidelines for developing a new business. Topics include how to identify and qualify a market opportunity, organizing a business model, guidelines for a business plan, legal aspects (including protecting the idea), selecting the best funding option, venture capital etiquette, and other useful tools and resources for creating and operating a successful business. For technical requirements see page 4. & Reg# W8790B Through Dec 17: $555 / After: $605 Jan 17-Mar 27 Enrollment deadline: Jan 21 Frank R. Blair, MBA, Principal, Blair Consulting Group C. Scott Hindell, Principal, Hindell Consulting

a New Business m

Technical Management Certificates
+ government Contract Management + government Cost estimating and Pricing information technology Management + Project Management + supply Chain Management Page 126.

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

Introduction to QuickBooks m

+ May be taken online.

30

Business, Management & Legal
EE Business

Enroll at uclaextension.edu or call (310) 825-9971 Acquisitions: Finance and Strategy
Reg# W9268B Fee: $635 Charles E. P. Wood, MBA, President, C. E. Peterson & Company
EE Behavioral

Finance Certificate
The 9-course Finance Certificate is designed to meet the market demand for qualified financial professionals. The program is suited specifically for individuals who want to expand their current career prospects or transition into a finance-related position, as well as for recent college graduates who need specific course work for pre-MBA requirements. The certificate also provides relevant course work for students considering CFA certification and other industry licenses. Students may enroll in the certificate with or without a concentration, providing f lexibility to tailor the program to match their individual goals and career aspirations. In addition to 5 foundation courses and 4 electives, students must also complete the Business Ethics seminar.

X 430.131 Management 4 units This course is for individual investors looking to acquire a small to mid-sized business, or corporate executives and professionals looking to expand their company’s prospects via acquisitions. The course begins with the economics of investing in private equity, including liquidity of ownership shares, personal wealth concentration issues, passive versus active ownership, and expected returns. The acquisition process is covered extensively and includes sourcing acquisition leads and opportunities; evaluating industry strengths, risks, and regulations; and appraising a business in terms of financial potential. Due diligence topics include review of CPA financial statements, internal financial statements, tax returns; inventory count; and evaluating a seller’s motivation for selling and other useful due diligence tools. An overview of valuation models include adjusting “advertised cash flow” to normalized cash flow; historical price multiples by industry, size, or rate of growth; build versus buy analysis; and simple discounted cash flow models. Structuring topics include term sheets, stock versus asset sale, forming an acquisition LLC or corporation, structuring seller’s consulting pay and earn-out, and creative offers and the final sale agreement. Financing options also are covered, including working with individual partners, banks, mezzanine lenders, venture capitalists, and private equity groups. Students leave the course with an understanding of how to put together a deal, how to minimize overpaying, and how to increase their chances of success in a business acquisition. Elective course in Finance Certificate. & Reg# W9296B Through Dec 11: $425 / After: $465 UCLA: 1234 School of Public Affairs Bldg. Wed 6:30-9:30pm, Jan 11-Mar 28, 12 mtgs Alec Salemon, BS,Principal,BWS Capital Partners
EE Financial

X 430.137 Management 4 units This course is based on the fundamental principle that the first step to successfully investing your money is not to lose it. Covering the theory and practice of behavioral finance, including a history of financial bubbles, scams, and a study of the heuristics (“rules of thumb”) and biases that drive human behavior, other topics in this course include prospect theory, common investment mistakes, the role of randomness in finance, retirement planning, and practical applications of behavioral finance. Also presented are basic principles of traditional portfolio theory, and behavioral finance research that suggests there are persistent market traits that can generate excess returns. Elective course in Finance Certificate. & Reg# W9297B Through Dec 11: $425 / After: $465 UCLA: 161 Dodd Hall Wed 6:30-9:30pm, Jan 11-Mar 28, 12 mtgs John Alexander, BA, MBA X 432.3 Management 4 units This course is intended for financial and credit analysts, CPA or CFA candidates, investors, business managers, and individuals who are involved in equipment or real estate financing or leasing, or trade credit analysis. The course focuses on the mechanics of financial statement analysis including balance sheet and income statement analysis, ratio analysis, cash flow analysis, common size analysis, and trend analysis. Students are expected to analyze and evaluate free cash flow generation, profitability, operating efficiency, and the impact of leverage on business risk and return on equity. Prerequisite: X 1A and X 1B Principles of Accounting, or consent of instructor. Required course in the Finance Certificate. Businessrelated Elective in the Accounting Certificate. & Reg# W9282B Through Dec 9: $425 / After: $465 UCLA: 1222 School of Public Affairs Bldg. Mon 6:30-9:30pm, Jan 9-Mar 26, 12 mtgs (no mtg 1/16 & 2/20; 2 mtgs to be arranged) Derek D’Sa, MBA X 460.923 Management 4 units This course provides an introduction to the environment and tools of international financial management. Topics include foreign exchange exposure; the financial, tax, economic, political, and legal issues that an international financial manager confronts; and financial alternatives and tradeoffs in developing and implementing financial strategies in the context of foreign environment risks. Case studies examine the use of analytical methods for decision making. Prerequisite: X 460.902 Introduction to International Business and X 130A Basics of Managerial Finance. Elective course in Finance Certificate. & Reg# W9287B Through Dec 12: $425 / After: $465 UCLA: 175 Dodd Hall Thu 6:30-9:30pm, Jan 12-Mar 29, 12 mtgs David E. French, MBA, President, David French & Associates, LLC, A Business Strategy Consultancy

Finance

EE Analysis

of Financial Statements

Group A Core: 5 Required Courses X 130a Basic Managerial Finance X 433.01 introduction to investments X 432.3 analysis of Financial statements X 430.135 Money and Banking X 430.134 Financial Risk Management Ethics Requirement 891.02 Business ethics May be taken at any time during the program Group B Electives Total of 4 Courses Required Students may choose one of the following concentrations: Corporate Finance Investment Management and Analysis Real Estate Finance For Group B electives visit uclaextension.edu/finance.

Candidacy Fee An application for candidacy and a nonrefundable fee of $150 must be submitted by the completion of the second course to officially enroll in this program. For an application, visit uclaextension.edu/bamcert or call (310) 206-1654. More Information Visit uclaextension.edu/finance or call (310) 206-1654. CFA Designation The Chartered Financial Analyst (CFA) designation is recognized worldwide, giving employers and investors a globally relevant standard for measuring the competence and integrity of investment professionals. UCLA Extension’s Certificate in Finance provides relevant coursework for those preparing for the Levels I, II, and III CFA examinations. For more information about the CFA designation visit cfainstitute.org.

X 430.134 Management 4 units The trio of crises—housing, credit and financial—have exposed weaknesses in financial firms’ so-called financial risk-management practices. This course deals with the ways in which risks are quantified and managed by financial institutions. Among the topics covered are market risk, credit risk, operational risk, the regulation of banks, and the credit derivatives market. The course also focuses on the ways banks and other financial institutions measure market risk and control credit and operational risk. Additional topics include the new Basel II regulatory requirements for banks, the VaR Measure for measuring market risk, hedging techniques used by traders, mathematics of interest rates, economic capital, risk adjusted return on capital (RAROC), and a review of the big losses that have occurred in the financial markets and how they can be avoided. Students are presented with current up-to-date information related to financial risk management with practical, real-world applications. Prerequisite: X 130A Basic Managerial Finance and X 433.01 Introduction to Investments. Required course in Finance Certificate. & Reg# W9263B Through Dec 10: $425 / After: $465 UCLA: 178 Dodd Hall Tue 6:30-9:30pm, Jan 10-Mar 27, 12 mtgs Charles E. P. Wood, MBA, President, C. E. Peterson & Company X 430.136 Management 5 units The internship provides practical experience in a variety of finance-related job functions in either the private or public sector or within a general business environment, and is an opportunity to apply the material previously studied in your finance courses. Students intern with sponsoring companies for a minimum of 75 hours. Enrollment limited. International students must contact the International Student Office at (310) 825-9351 to confirm eligibility. Visitors not permitted. Restricted course; web enrollments automatically generate a “Permission to Enroll” request, after which our advisor will contact you. Students enrolled in the Finance Certificate qualify for a discounted fee. Mention this to the adviser when contacted. For more information see page 27. kkk

Risk Management

EE International

Finance

EE Internship

in Finance

c UC credit; see page 149 m Online course

E
&

Not available passed/not passed Text required; see page 148

M Course held during daytime hours

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

Business, Management & Legal

31

Seminars
Financial Modeling and Applications: Tips and Techniques Using Excel

EE Business

831.81 Management 0.7 CEU (Includes course materials.) This 1-day seminar, structured in a classroom lecture format, features primary and intermediate coverage of Microsoft Excel for users wanting to increase productivity and learn valuable new financial modeling tips and techniques. The course is primarily designed to train finance and accounting professionals on the best features, commands, and functions of Excel with the primary objective of demonstrating faster, more efficient methods of accomplishing tasks. Participants are exposed to financial modeling techniques using realworld examples. Templates and examples used in the course also are distributed to participants. Topics include formatting, linkages, mega-formulas, input controls, error checking, basic macros, and much more. Enrollment limited. Advance enrollment is highly recommended. Single admission at the door, space permitting; payment by credit card only. Reg# W8891B Through Feb 10: $175 / After: $193 Westwood: 202 Extension Lindbrook Center ✷✷ Sat 8:30am-4:30pm, Mar 10, 1 mtg Eric W. Augusta, MBA, Senior Financial Executive, Vice President, Financial Planning and Analysis, E. W. Augusta & Associates

X 430.132 Management 4 units This course explores the basics of business valuation, including how businesses are valued, how to evaluate the credentials of self-styled valuation “experts,” and the quality of the reports they produce. Students learn the 3 methods of valuation, their strengths and weaknesses, and when to apply each. Topics include the different standards for business appraisers, the different types of discounts and premiums that can be applied to value a business, different standards of value and sources of law for business valuation, burden of proof in valuation controversies, penalties and sanctions for inadequate valuation reports, and the choice of entity and its effect on valuation. Additional topics include comparative financial statement analysis, economic and industry analysis, site visits and interviews, and questions to ask a business valuation expert. Participants also engage in interactive exercises to learn how to procure valuation reports for IRS or FTB audit purposes. Elective course in Finance Certificate. Enrollment limited. & Reg# W8899B Through Dec 11: $555 / After: $605 Jan 11-Mar 21 Stephen E. Rossi, BA, MBA, Managing Partner, Counterpoint Capital Partners X 430.135 Management 4 units This course explores how banks and other financial institutions operate in a globalized world. Instruction includes an overview of monetary policy and how the central bank regulates and supervises the banking system, as well as the tools it employs as it manages the cost and availability of money in the economy. With commercial banks and investment banks now virtually the same, the course also covers other important facets of banking: corporate finance, underwriting, lending, foreign exchange, asset management, trust services, credit cards, cash management, trading of bonds and foreign exchange, and various services and products. For technical requirements see page 4. Required course in Finance Certificate. Enrollment limited. & Reg# W8900B Through Dec 18: $555 / After: $605 Jan 18-Mar 28 Ashraf Z. Almurdaah, MA, Vice President, U.S. Bank

Valuation m

Self‑Study Online Programs and Courses
In Finance and Investments
Expand your finance and investments knowledge in an intuitive, easy-to-navigate format, where students may complete the curriculum at their own pace. Offered in collaboration with Global Windows Partners, these selfcontained modules are designed for business professionals, entrepreneurs, and others looking to refresh or acquire relevant skills and knowledge in corporate finance and equity analysis, as well as enhance their work or career objectives. Visit uclaextension.edu/finance_selfstudy to view a complete listing of the online self-study courses. For frequently ask questions about these self-study modules visit unex.gwpartners.com. Also consider the following 2 self-study sequential programs that can be completed within 1-2 years. Online Series in Investment Banking Learn more at uclaextension.edu/finance_osib. Online Series in Mergers & Acquisitions Learn more at uclaextension.edu/finance_osma.

EE Money

and Banking m

Introduction to QuickBooks

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

Windows PC and high-speed Internet connection are required to access the online self-study courses. For more information call (310) 825-4938.

EE Analysis

Business Ethics

891.02 Management 0.6 CEU (Includes course materials and lunch.) All business and management certificate students must successfully complete this seminar to receive their certificate. Enrollment limited; no enrollment at the door. Students must arrive no later than 9am. For more information see page 26. Reg# W9207B Through Jan 18: $175 / After: $189 Westwood: 217 Extension Lindbrook Center ✷✷ Sat 9am-4pm, Feb 18, 1 mtg Matthew Kohler, MBA, Owner/President, Baja Tan, LLC

EE Fundamentals

Budgeting m

of Corporate

Online Courses
For technical requirements see page 4.
EE Basic

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

Managerial Finance m

X 430.15 Management 4 units 34 hours of MCLE credit available. Budgeting is a critical step in planning and controlling the day-to-day operations of any business. The budgeting process can also be a time-consuming, multi-layered, and complex process. To streamline this process and ensure more timely and accurate budgets, companies place great value on a formalized process that produces detailed, yet flexible budgets that are fully aligned with the strategic goals of the organization. This course introduces students to the fundamental elements of budgeting practiced by businesses for planning and control. Topics include overview of budgeting and the budget process; various budget types; preparing, monitoring and controlling budgets; cost/profit volume analysis; and capital budgeting vs.operational budgeting. Instruction also includes exercises in budgeting using real-world applications. For technical requirements see page 4. Elective course in Finance Certificate. Enrollment limited. & Reg# W8901B Through Dec 11: $555 / After: $605 Jan 11-Mar 21 Daniel S. Feiman, MBA, CMC, Managing Director, Build It Backwards

X 432.3 Management 4 units Prerequisite: X 1A and X 1B Principles of Accounting, or consent of instructor. Required course in Finance Certificate. Enrollment limited. For more information see page 30. & Reg# W8902B Through Dec 11: $555 / After: $605 Jan 11-Mar 21 Ralph J. Zwetow, MBA, Principal, Credit Training Resources X 410.21 Management 4 units Prerequisite: X 1A and X 1B Principles of Accounting Enrollment limited. For more information see page 26. & Reg# W8810B Through Dec 18: $555 / After: $605 Jan 18-Mar 28 Nicholas H. Nucho, MBA, Senior Partner, DNM Associates

of Financial Statements m

Investments
For more information call (310) 206-1689 or email [email protected].

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

EE Math

for Finance m

Business Ethics m

891.02 Management 1.8 CEU Enrollment limited to 25 students. Students in certain Business and Management Certificates are required to successfully complete this seminar to receive their certificate. For more information see page 26. Reg# W9261B Through Dec 9: $175 / After: $189 Jan 9-30 Chris N. Economo, MBA Reg# W9262B Through Feb 14: $175 / After: $189 Mar 14-28 Chris N. Economo, MBA

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

to Investments

32

Business, Management & Legal Analysis Technical Stock Market and Stock Analysis

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

EE Security

X 433.02 Management 4 units 34 hours of MCLE credit available. This updated, rigorous, and exciting course examines companies and industries using a fundamental and timeless classical approach first developed by Benjamin Graham in 1934. Instruction focuses on the examination of equities and bonds by taking an in-depth look at the financial statements concentrated on the income statement, balance sheet, cash flow statement, and financial notes. The tools and techniques used are as relevant today as they were when Graham first developed the basis for value investing. Through case study analysis of actual companies, students learn the tenets of value investing, ratio analysis, and industry analysis. This course draws on subsequent editions of Graham’s classic, Security Analysis, considered by many professional investors to be the best book ever written on fundamental analysis. Prerequisite: X 433.01 Introduction to Investments and X 432.3 Analysis of Financial Statements or consent of instructor. Elective course in Finance Certificate. & Reg# W9181B Through Dec 12: $425 / After: $465 UCLA: 2238 School of Public Affairs Bldg. Thu 6:30-9:30pm, Jan 12-Mar 29, 12 mtgs Steven L. Yamshon, PhD, LhD, MBA, Managing Director, Stevens First Principles Investment Advisors

EE Investments

X 430.32 Management 4 units 34 hours of MCLE credit available. Prerequisite: X 430.31 Survey of Personal Financial Planning and X 430.391 Financial Analysis in Personal Financial Planning, or consent of instructor. Required course in Personal Financial Planning Certificate. Internet access required to retrieve course materials. For more information see page 44. & Reg# W9187B Through Dec 10: $425 / After: $465 UCLA: 167 Dodd Hall Tue 6:30-9:30pm, Jan 10-Mar 27, 12 mtgs Stephen T. Minihan, MBA, CFP®, Westlake Financial Advisors

in Personal Financial Planning

833.625 Management 0.7 CEU (Includes course materials) This one-day seminar explores the basics of stock market charting techniques, called technical analysis, including how charts are constructed and the different styles of charts. The seminar reviews the differences between monthly, weekly, daily, and intra-day charts, as well as how to compare volume of trading to price. Students are introduced to the most common technical indicators and oscillators, and explore the long-, intermediate-, and short-term trends of stock market analysis. Topics include the basics of “support and resistance” levels, “momentum buying,” “selling pressures,” “relative strength,” Fibonacci levels, and “regression channels” utilized in pinpointing stock entry and exit points. Also covered are risk/reward ratios, when to place a trade, where to enter dynamic stop-loss orders, and how to access realistic price target entry and exit points. Students leave the class knowing what information to look for and where to get the information needed to successfully trade common stocks. Enrollment limited. Advance enrollment recommended. Single admission at the door, space permitting. Payment by check or credit card only. Reg# W9193B Through Jan 4: $145 / After: $159 Westwood: 214 Extension Lindbrook Center ✷✷ Sat 9am-4pm, Feb 4, 1 mtg Andrew Lais, BS, Investment Principal, Associated Securities Corp.

Fundraising and Nonprofit Leadership
For more information call (310) 825-7093 or email [email protected].

The Art of Fundraising

Online Courses
For technical requirements see page 4.
EE Introduction

Seminars
833.80 Management 1.4 CEU Learn about the equities markets and the approaches that successful investors use to pick stocks. Topics include goal-setting and successful strategies; protecting profits and limiting losses; understanding investment risk and market psychology; techniques for selecting stocks in both up and down markets; stock classifications—growth, income, cyclical, interest-sensitive, and defensive; approaches to the study of the markets—understanding market cycles; diversification through mutual funds; potential impact of current monetary and fiscal policy on portfolios; tracking/ measuring stock performance; and how to read and comprehend financial tables and sources of information. Early enrollment is highly recommended. Participants may enroll at the door, space permitting, with payment by credit card only. Reg# W9167B Through Jan 18: $195 / After: $215 Westwood: 209 Extension Lindbrook Center ✷✷ Sat 9am-4pm, Feb 18 & 25, 2 mtgs Steven L. Gail, BA, Registered Option Principal, Amerivet Securities, Inc.

Introduction to the Stock Market

X 433.01 Management 4 units 34 hours of MCLE credit available. Accepted by the Certified Financial Planner Board of Standards, Inc. for 30 hours of continuing education. Elective course in Finance Certificate. Enrollment limited. For more information see page 31. & Reg# W8904B Through Dec 11: $555 / After: $605 Jan 11-Mar 21 Peter H. Lou, MBA, MA, CFA, Senior Manager, Wells Fargo Bank

to Investments m

X 455 Communication 3 units For new and future fundraising professionals, this detailed overview emphasizes key fundraising principles, values, and ethics; strategies for planning and organizing annual and capital campaigns; case development; setting goals; developing leadership and donor constituencies; solicitation of boards, major gifts, and grants; and the role of philanthropy in American society. Also of value to individuals placed in leadership volunteer roles and those considering starting a 501 (c)(3) organization. Required course toward Fundraising Certificates and Nonprofit Public Relations Concentration. Recommended to take as initial course in program. Enrollment limited to 35 students. & Reg# W9140B Through Dec 25: $395 / After: $435 UCLA: 152 Royce Hall Wed 7-10pm, Jan 25-Mar 21, 9 mtgs Pamela Barden, MBA, who currently works with several local and national nonprofits, providing fundraising strategy; direct mail; and direct response copywriting, grant writing, and creative direction. Prior to launching her consulting business, Ms. Barden worked both for an agency that specialized in nonprofit clients, and, for 30 years, in the not-for-profit community leading development programs for mid-sized nonprofits. She regularly publishes in nonprofit and fundraising publications, is a Certified Fundraising Executive, and is enrolled in a D.B.A. program.

Reg# W9147B Through Dec 26: $195 / After: $209 UCLA: 1329 School of Public Affairs Bldg. Thu 7-10pm, Jan 26; Feb 2 & 9, 3 mtgs No refund after Jan 25. J. P. O’Connor, O’Connor Management Consulting and Training; Faculty, American Society of Association Executives and U.S. Chamber of Commerce Institute; former executive director, USC Alumni Association; recipient of UCLA Extension’s Distinguished Instructor Award, 2009

Strategic Planning for Nonprofit Organizations

Annual Giving

X 486.04 Communication 1 unit This in-depth look at the essential elements of strategic planning assists development and public relations professionals in their understanding of the process and identifies ways in which they can become active partners in the development of strategic plans. The course examines the development of a strategic plan using local nonprofit organizations as working models. The emphasis is on practical application: students practice creative brainstorming; managing conflicting priorities; and developing consensus and commitment in regard to organizational mission, values, vision, and goals. Topics include analysis of strengths, weaknesses, opportunities, and threats, and the involvement of all stakeholders in the planning process. The functions of fundraising and public relations are integrated within the broader context of managing nonprofit organizations. Required course toward Institutional Development and Nonprofit Public Relations Concentrations. & Reg# W9148B Through Feb 8: $195 / After: $209 UCLA: 1337 School of Public Affairs Bldg. Thu 7-10pm, Mar 8, 15 & 22, 3 mtgs Jeff Goodman, President, Sterling Strategies, Inc.; former chairman of the board and chair of the strategic planning committee, Goodwill Industries of Southern California

EE Managing

Moving from Debt to Wealth on Any Income

833.61 Management 0.7 CEU (Includes course materials) Enrollment limited. Advance enrollment highly recommended. Participants may enroll at the door, space permitting; payment by credit card only. For more information see page 44. Reg# W9247B Through Dec 21: $95 / After: $105 Westwood: 209 Extension Lindbrook Center ✷✷ Sat 9am-4pm, Jan 21, 1 mtg Rennie Gabriel, BA, CLU, CFP®, President, The Financial Coach, Inc.

X 433.033 Management 4 units Whether your personal investment style is conservative or aggressive, long-term or short-term, this in-depth course educates individuals on the utilization of options and demonstrates how options can add value to your current investment strategies. Intended for investors who want to utilize options as part of their overall investment mix, or for those who already employ options and want to expand their usage, this course explores the basics of options and some of the common misconceptions regarding them. Participants learn about the unique attributes of options and why investors have to think differently when investing in these instruments, whether as a stand-alone investment or in conjunction with existing stock positions. The course includes stock and index option strategies, as well as an understanding of the nomenclature of the terms used in option trading. Additional topics include the use of spreads, straddles, combinations, butterflies, condors, and other intermediate forms of option strategies. For technical requirements see page 4. Elective course in Finance Certificate. Enrollment limited. A basic understanding of the stock market is recommended. & Reg# W8906B Through Dec 18: $555 / After: $605 Jan 18-Mar 28 Steven L. Gail, BA, Registered Option Principal, Amerivet Securities, Inc.

and Understanding Stock Option Strategies m

X 437 Communication 2 units This course provides an overview of the annual fund which makes up the core support of many nonprofits. Instruction examines several approaches to raising unrestricted and restricted annual gift support, including face-to-face solicitations, direct mail, telemarketing, phone-mail, and gift clubs. Topics include case development, board solicitation, volunteer enlistment and training, IRS regulations, annual fund reporting, techniques for upgrading donors, and the relationship between annual giving and other types of contributed support. Required course toward Fundraising Certificates. Reg# W9149B Through Dec 23: $295 / After: $325 UCLA: 160 Royce Hall Mon 7-10pm, Jan 23-Mar 5, 6 mtgs (no mtg 2/20) Robert Warnock, Jr., Senior Vice President, YMCA of Greater Whittier; former senior vice president, Netzel Associates, Inc.

Successful Grant Proposals

Introduction to Nonprofit Organizations

X 486.01 Communication 1 unit Nonprofit organizations are a crucial component of the social fabric of American society. This introductory course covers the fundamental differences between nonprofit and for-profit organizations, as well as the ways they are becoming increasingly alike. It examines the creation of mission statements and strategies for implementing your mission, including questions of organizational structure, fiscal management, legal obligations, budgeting, evaluation procedures, and fundraising. The course also stresses the importance of making and maintaining relationships with all stakeholders, especially your board and other volunteers, along with their roles in sustaining the organization. Guest speakers from various agencies and organizations are featured. Required course toward Institutional Development Concentration. Recommended to take as initial course in program along with X 455 The Art of Fundraising. kkk

X 480 Communication 3 units Designed for beginners and those who want to hone their skills, this intensive workshop teaches you how to write proposals for special projects and general support. Instruction covers how to successfully package a winning proposal from start to finish, including defining program objectives, selecting approaches and a plan, and preparing a program evaluation and proposal budget. The course introduces you to widely used resources available on the Internet and at local libraries, and you gain practical tips for researching and identifying appropriate funders. Researching and establishing relationships with government foundations and corporations and learning how to read foundation tax returns also is covered. Prerequisite: X 455 The Art of Fundraising, equivalent experience, or consent of the instructor. Required course toward Fundraising Certificates. Enrollment limited to 25 students. & Reg# W9430B Through Dec 24: $395 / After: $435 Downtown Los Angeles: 261 S. Figueroa St., Figueroa Courtyard, Suite 100W, Classroom 104 Tue 7-10pm, Jan 24-Mar 20, 9 mtgs John A. Sonego, MA, Assistant Dean, Development and Alumni Affairs, UCLA School of Public Health; management consultant; Principal, The Sonego Group. Former positions held by Mr. Sonego include director of programs and communications at the Gay and Lesbian Alliance Against Defamation; senior vice president, Rogers and Associates in Los Angeles; and director of marketing and public relations, Detroit Historical Society and Museums. kkk

c UC credit; see page 149 m Online course

E
&

Not available passed/not passed Text required; see page 148

M Course held during daytime hours

Enroll at uclaextension.edu or call (310) 825-9971
Reg# W9142B Through Dec 25: $395 / After: $435 Westwood: 216 Extension Lindbrook Center Wed 7-10pm, Jan 25-Mar 21, 9 mtgs M. Gwin Wheatley, MA, Principal/Consultant, Liaison Consulting who has 24 years’ experience in nonprofit fundraising and development for arts and social justicebased programs, including strategic planning, grants management, event planning, and major donor development. Ms. Wheatley’s clients have included nonprofit organizations, public agencies, political campaigns, and foundations with budgets ranging from under $250,000 to several million dollars.

Business, Management & Legal

33

Fundraising and Nonprofit Programs
Designed for Your Career
Are you interested in growing as a: • Professional grant writer? • Prospect researcher? • Development officer? • Head of your own 501(c)(3)? Our fundraising and nonprofit courses offer the comprehensive professional development you need for success in these challenging times.
Study Options Enroll in individual courses or one of our Fundraising Certificates. You may complete the certificate with or without a concentration. Some courses are also offered online. Learn from the Best Our distinguished instructors and guest speakers teach modern skills and techniques drawn from today’s exciting, challenging, and rewarding fundraising and nonprofit sector. Internships Get real-world experience with an internship. Opportunities are available for eligible certificate students who have completed a minimum of 5 courses. For guidelines on how to qualify and enroll, call (310) 825-7093. Contact Us Today for More Information Visit uclaextension.edu/fundraising Email [email protected] Call (310) 825-7093

Successful Grant Proposals m

X 480 Communication 3 units Designed for beginners and those who want to hone their skills, this intensive workshop teaches participants how to write proposals for special projects and general support. Instruction covers how to successfully package a winning proposal from start to finish, including defining program objectives, selecting approaches and a plan, and how to prepare a program evaluation and proposal budget. Students are introduced to widely used resources available on the Internet and at local libraries, and gain practical tips for researching and identifying appropriate funders, researching and establishing 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. Enrollment limited to 20 students. & Reg# W9144B Through Dec 24: $529 / After: $580 Jan 24-Mar 20 No refund after Feb 7. Cara Seitchek, development researcher, grant writer, and consultant for such organizations as National Public Radio, Goethe Institute, ARKA Ballet, and Hebrew Home; former director of annual giving, National Museum of Natural History; former development coordinator, University Research Corporation

neW COuRse

The Business of Nonprofit Organizations

Capital Campaigns

X 492 Communication 2 units As nonprofit organizations seek to construct new facilities or expand/revitalize existing facilities and equipment, it is often necessary to undertake a capital campaign to provide essential funding. Increasingly, endowment funds are being incorporated into capital campaign goals. This course identifies key issues which must be addressed prior to launching a successful capital development program and focuses on organizing, planning, and implementing a campaign. Topics include setting goals, the use of feasibility studies to assess institutional readiness, writing a case for support, developing fundraising leadership, board development, major gifts identification/cultivation and solicitation, 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 mechanisms, and donor recognitions. Required course toward Fundraising Certificates and recommended to take as one of the last courses in the program. Reg# W9150B Through Dec 19: $295 / After: $325 UCLA: 162 Dodd Hall Thu 7-10pm, Jan 19-Feb 23, 6 mtgs Mona Hobson, MBA, CFRE, Director of Development, Homeboy Industries, Inc. whose former positions included executive vice president, Development Management Associates, and president, Association of Fundraising Professionals, Greater Los Angeles Chapter. Ms Hobson was the 2001 recipient of Professional Fundraiser of the Year Award.

X 470.5 Communication 3 units At a time when nonprofit organizations are reporting record declines in funding, legal issues, staffing, financial management, marketing and communications, board relations, technology, planning, and project management are even more crucial to success. This course overviews the administrative aspects of operating a nonprofit organization—a challenge not unlike running a successful business. Examine lessons and case studies from both the business world and the nonprofit sector to better understand how organizations and their leaders can be efficient, resourceful, and innovative in daily operations and long-term strategy, while staying true to a core mission. Elective credit toward Fundraising Certificates. Enrollment limited. Reg# W9694B Through Dec 18: $395 / After: $435 UCLA: 162 Dodd Hall Wed 7-10pm, Jan 18-Mar 14, 9 mtgs Angele Price, Vice President of Development, Arthritis Foundation (Pacific Region). Over her career, Ms. Price has also served as the executive director of the March of Dimes Greater Los Angeles Area, a fundraising consultant, and a development director at AIDS Project Los Angeles.

Catch Them Before They’re Gone
Limited-Time Fundraising Certificate Courses
Some required courses come around just once each year. This winter, enroll in our limited offering courses before they’re gone. Capital Campaigns Learn to raise funds for big ticket items such as new buildings and renovated facilities. Use feasibility studies to ID major gifts and ideal solicitation mixes to reach your fundraising goals. This page. strategic Planning for nonprofit Organizations An intensive at nonprofit strategy and management. Manage priorities to implement the overall vision of your organization. Page 32. annual giving Explore one of the most important fundraising efforts for nonprofit organizations. Set goals and build relationships to raise core funds. Page 32.

Of Interest to Fundraising Professionals
nonprofit accounting m Page 22. accounting for non-accountants Page 21. tax strategies for Building and Maintaining Wealth Page 24. estate Planning Page 45.

New This Quarter

The Business of Nonprofit Organizations
Advance your career in nonprofit leadership and stay true to your core mission as you examine the administrative aspects of operating a nonprofit organization. Learn how organizations and their leaders can be efficient, resourceful and innovative in daily operations and long-term strategy. Case studies from both for-profit and nonprofit organizations are examined. This page.

34

Business, Management & Legal Fundraising Internship

Enroll at uclaextension.edu or call (310) 825-9971
X 417.5 Communication 3 units Internships are an important first step in résumé building, developing a professional network, and getting one’s foot in the door. The Fundraising Internship option offers certificate students in advanced standing an opportunity to acquire real-world experience, providing a crucial link between the classroom and the field. Interns work a minimum of 50 hours during one quarter and earn 3 units of elective credit toward the Fundraising Certificate Program. An Internship Coordinator (a UCLA Extension journalism instructor) monitors the internship throughout to ensure a substantive learning experience. Students must earn a passing grade of “C” or better in order to receive credit. Most internships are unpaid; however, some offer a modest stipend and/or flexible working hours. For more information and an application, email [email protected] or call (310) 825-7093. Prerequisite: Open to students who have established candidacy in a Fundraising Certificate and have completed the prerequisite courses with a letter grade of “B” or better. X 486.01 Introduction to Nonprofit Organizations, X 455 The Art of Fundraising, X 413.1 Working with Boards and Volunteers, and X 435 Special Events Planning. Non-Certificate students may submit an application for internship credit along with a resume and 2 letters of professional reference. Elective credit toward Fundraising Certificates. Certificate students eligible for $165 discount upon enrollment. Visitors not permitted. Restricted course; call (310) 825-7093 for permission to enroll. Web enrollments automatically generate a “Permission to Enroll” request. Reg# W8595B Through Dec 9: $605 / After: $660 Larry Baum, Emeritus Director/Internal Consultant, Cedars-Sinai Medical Center; Advisor to the Health Professions Education Foundation; Member of the Board, Psychological Trauma Center; Member of the Board, The Merchant of Tennis/Monty Hall/Cedars-Sinai Medical Center Diabetes Tennis Tournament and case studies create a basis for discussion. Participants develop a toolkit with practical information and techniques to use in their work places. Advance enrollment required; no enrollment at the door. & Reg# W8834B Through Feb 2: $285 / After: $309 Westwood: 416 1010 Westwood Center ✷✷ Fri 9am-4pm, Mar 2 & 9, 2 mtgs Enrollment deadline: Mar 2 Tim Farrell, JD, BA, SPHR, Vice President, Human Resources Division, City National Bank
EE Elements

Human Resources Management Certificate
A 9-course program to develop skills and provide immediate applications in the workplace, Extension’s Certificate in Human Resources Management features current and comprehensive grounding for today’s HR professional. Taught by instructors who are leading practitioners in the field, course work emphasizes the business comprehension and skills needed for today’s evolving HR industry. Courses are offered at UCLA and online. To enroll in the certificate, an application must be processed by the completion of the second course. To obtain an application visit uclaextension.edu/humanresources. For certificate program requirements call (310) 825-1238. Group Discount A 10-percent group discount is available to companies that enroll three or more employees in the same course. Group A: Core Courses (7 required plus Ethics requirement) elements of Human Resources Management Financial aspects of Human Resources Management talent acquisition Compensation Programs: administration and Design Benefits Programs: administration and Design employee Relations and Legal aspects of Human Resources Management Human Resources Development ethics for Human Resources Professionals Group B: Elective Courses (8 units required) strategic Human Resources Management international Human Resources Management Human Capital Management advanced Human Resources Management Recruiting for a green Workplace Recertification Credit for Human Resources Professionals These courses have been approved for recertification credit hours toward PHR®, SPHR®, and GPHR®TM recertification through the Human Resource Certification Institute (HRCI). (HRCI is an affiliate of the Society for Human Resource Management.) For information about recertification visit hrci.org.

of Human Resources Management

X 450 Management 4 units 33 hours of MCLE credit available. This course provides an overview of, and introduction to, the basic human resources management (HRM) functions: employment, employee relations, training and development, compensation, benefits, and human resources information systems (HRIS). Topics include aspects of designing and structuring an HRM/ personnel department, the history and future of HRM, the changing nature of work, the relationships of HRM functions, the current legal environment in which HRM operates, sources for obtaining answers to most operational HRM problems, and an exploration of HRM as a career. Elective course in the Business Fundamentals Certificate. & Reg# W8825B Through Dec 9: $425 / After: $465 Downtown Los Angeles: 261 S. Figueroa St., Figueroa Courtyard, Suite 100W, Classroom 107B Mon 6:30-9:30pm, Jan 9-Mar 26, 11 mtgs (no mtg 1/16 & 2/20; 1 mtg to be arranged) Enrollment deadline: Jan 30 Tim Farrell, JD, BA, SPHR, Vice President, Human Resources Division, City National Bank
EE Financial

Aspects of Human Resources Management

Human Resources Management and Organizational Development
Certificates: Human Resources Management General Business Studies with Concentration in Human Resources Management Business Administration with Concentration in Human Resources Management For information call (310) 206-1654 or visit uclaextension.edu/humanresources.

Courses of Interest to HR Professionals
Supplement your Certificate in Human Resources or brush up on important skills with some of these short courses.
Best Practices in negotiation Page 29. Recruiting and Coordinating Celebrities/talent for special events, spokespersons, and Product Promotions Page 47. Coaching and Mentoring employees Page 38. Cross-Cultural Communication and Management in a global Workforce Page 38. the Dynamics of interpersonal Communication Page 28. How to talk to anybody Page 28. Project Management that Works Page 38.

Human Resources Management Certificate
For more information about specific courses call (310) 825-2012 or email [email protected].

Ethics for Human Resources Professionals

X 450.03 Management 4 units To be a successful business partner with senior management, the human resources professional needs to effectively manage the financial impact of their HR department or section on the company’s bottom line. Through presentation, discussion, and exercises, this course provides the HR practitioner with the hands-on tools and information needed to measure the cost of the HR functional area(s) for which they are responsible. In addition, some typical company financial statements are discussed, including the income statement, balance sheet, and the statement of cash flows, with suggestions on ways that the HR practitioner can enhance a company’s financial performance. Prerequisite: X 450 Elements of Human Resources Management or consent of instructor. While no formal experience in statistics is required, students will need to demonstrate basic high school level math/numerical skills; a knowledge of basic algebra is also recommended. & Reg# W8826B Through Dec 11: $425 / After: $465 Downtown Los Angeles: 261 S. Figueroa St., Figueroa Courtyard, Suite 100W, Classroom 107A Wed 6:30-9:30pm, Jan 11-Mar 21, 11 mtgs Enrollment deadline: Jan 25 Cindy Troianello, BA, CPA, nationally recognized HR professional
EE Talent

859.50 Management 1.2 CEU Today’s HR professionals function as a key source of ethical awareness for managers and employees in the companies they serve. This course heightens awareness of when integrity and an understanding of ethical issues are required, not only when advising others, but also when addressing the issues they themselves face. Instruction enables participants to recognize the parts of their job in which ethical issues are most likely to be experienced; employ practical techniques to develop solutions, evaluate their impacts, and decide on a course of action; understand the impacts of cultural and organizational pressures to conform; identify when to escalate issues and to whom; know the early warning signals of conflict between personal and work values; and assess how to maintain personal integrity. Business experience

X 450.2 Management 4 units A high-quality workforce is essential to the success of businesses today. This course covers the strategies, concepts, and practices essential to the effective selection of personnel to accomplish a business objective, with an emphasis on recruiting, promoting, and retraining employees. The course also covers budget development, job descriptions, interviewing techniques, assessment, testing, background investigations, legal requirements, reporting of results to management, employee orientation, outplacement, and ethnic diversity issues. Prerequisite: X 450 Elements of Human Resources Management or consent of instructor. & kkk

Acquisition

Enroll at uclaextension.edu or call (310) 825-9971
Reg# W8827B Through Dec 10: $425 / After: $465 UCLA: 150 Royce Hall Tue 6:30-9:30pm, Jan 10-Mar 20, 11 mtgs Enrollment deadline: Jan 24 Sal Sangi, MA, HR Consultant
EE Compensation EE Employee

Business, Management & Legal
EE Human

35

Relations and Legal Aspects of Human Resources Management

Programs: Administration and Design

X 450.31 Management 4 units In this introductory course, students explore compensation as a key factor in achieving organizational goals. In addition to current concepts, approaches, techniques, and terms, instruction examines the forces that shape the development of compensation strategies, plans, and policies. Topics include salary administration, incentive plans, and stock-based programs; the factors of motivation, performance evaluation, labor market dynamics, and budgeting that underlie the development of compensation programs; key steps involved in developing salary administration and cash-incentive programs; major laws and regulations that apply to compensation; and the way compensation programs are designed for specific job families, units/functions, and levels of organization. The compensation plan design is presented in a business context that includes issues and situations faced by practitioners in the field. The course also provides approaches for communicating programs and monitoring their effectiveness. Prerequisite: X 450 Elements of Human Resources Management or consent of instructor. Students need to demonstrate basic high school level math/numerical skills. & Reg# W8828B Through Dec 11: $425 / After: $465 UCLA: 2317 School of Public Affairs Bldg. Wed 6:30-9:30pm, Jan 11-Mar 21, 11 mtgs Enrollment deadline: Jan 25 Yvette Borcia, BA, Partner, Stern & Associates, Organizational and Compensation Consultants; author, Stern’s SourceFinder and All About Pay
EE Benefits

X 450.34 Management 4 units 33 hours of MCLE credit available. Designed for the human resources management (HRM) generalist practitioner or anyone who is preparing for a career as a specialist in labor/employee relations, this course provides a survey of laws and regulations that affect the practice of HRM in the U.S. and California. Topics include an overview of employment; wage and hour; benefits; EEO and AA; and labor/employee relations and safety laws, rules, and regulations. All phases of managing HRM responsibility are covered—from recruitment through termination. Instruction balances the rights and responsibilities of employees and management to provide a productive, harmonious, and efficient work environment while meeting business objectives. Prerequisite: X 450 Elements of Human Resources Management or consent of instructor. & Reg# W8830B Through Dec 12: $425 / After: $465 UCLA: 2214 School of Public Affairs Bldg. Thu 6:30-9:30pm, Jan 12-Mar 22, 11 mtgs Enrollment deadline: Jan 26 Wayne Schulman, MA, JD, CBP, Senior Vice President, Human Resources and Corporate Counsel, Lockheed Federal Credit Union
EE Strategic

X 482.201 Management 4 units This course examines the primary role of human resources development (HRD) in the organization to help people and organizations effectively manage change. This highly interactive course focuses on strategies for assessing, designing, and implementing training and organizational development efforts that positively impact the performance of the individual and the work group. The course also provides an overview of change interventions, including training and staff development; succession planning and performance management; factors that influence HRD; the consulting role and skills of the HRD professional, including facilitation and group dynamics; and the trends in HRD, such as human performance technology and the work out process model. Prerequisite: X 450 Elements of Human Resources Management or consent of instructor. & Reg# W8832B Through Dec 9: $425 / After: $465 UCLA: 154 Royce Hall Mon 6:30-9:30pm, Jan 9-Mar 26, 11 mtgs (no mtg 1/16 & 2/20; 1 mtg to be arranged) Enrollment deadline: Jan 30 Gerald J. Alcantar, JD, Vice President, Diversity Development, Fox Entertainment Group

Resources Development

EE Elements

of Human Resources Management m

X 450 Management 4 units 33 hours of MCLE credit available. Elective course in the Certificate in Business Fundamentals. Required course in the Certificate in Business Administration. For more information see page 34. & Reg# W8815B Through Dec 17: $555 / After: $605 Jan 17-Mar 13 Kathy Gilroy, MA, Human Resources Manager, Safety Insurance
EE Financial

Aspects of Human Resources Management m

EE Advanced

Human Resources Management

Human Resources Management

Programs: Administration and Design

X 450.32 Management 4 units Employee benefits are expensive and important to any organization, accounting for nearly 40% of total employee compensation. This comprehensive course provides essential information for evaluating and designing programs to meet corporate objectives. Technical jargon is demystified, and the interesting human side of employee benefits is examined. Instruction covers the most competitive benefits offered by employers and related administrative strategies, tools, and techniques; how to control cost and still attract and retain employees; basic methods of underwriting and financing group insurance plans, e.g., health care; an overview of popular 401(k) plans, similar retirement/ saving plans, and regulatory compliance issues; COBRA and Protected Leave Administration; and practical application of managing an employee benefit program with a section 125 environment. Valuable benefit plan designs also are presented in relevant business situations, including group discussion of actual case examples. Prerequisite: X 450 Elements of Human Resources Management or consent of instructor. & Reg# W8829B Through Dec 12: $425 / After: $465 Downtown Los Angeles: 261 S. Figueroa St., Figueroa Courtyard, Suite 100W, Classroom 105 Thu 6:30-9:30pm, Jan 12-Mar 22, 11 mtgs Enrollment deadline: Jan 26 Michael R. Kilroy, MBA, SPHR, Senior Vice President, Business Partner Manager, City National Bank

X 450.35 Management 4 units This survey course introduces students to HRM in a business and organizational context, covering a broad array of skills and knowledge needed to effectively partner with senior management. Topics include: macroeconomic forces; strategy development and implementation; HRM-business alignment; organization design and change; motivation, goal-setting and performance; and leadership and management. Students will conduct independent research and participate in a strategy-planning exercise. Readings are provided electronically on Blackboard. For technical requirements see page 4. Prerequisite: Minimum of 3 HR certificate courses or 2 years of college-level business management courses or business management experience or consent of instructor. & Reg# W8831B Through Dec 11: $425 / After: $465 UCLA: 5419 Boelter Hall Wed 6:30-9:30pm, Jan 11-Mar 21, 11 mtgs Enrollment deadline: Jan 25 David R. Fox, MBA, Managing Partner, The Lordon Fox Group
EE Internship

in Human Resources Management

c UC credit; see page 149 m Online course

E
&

Not available passed/not passed Text required; see page 148

M Course held during daytime hours

X 450.50 Management 5 units This elective course provides practical experience in Human Resource Management, with companies or institutions within either the private or public sectors. The learning outcomes will include an understanding of the history and future of HRM, the changing nature of work, the relationships of HRM functions, current legal environment in which HRM operates, sources for obtaining answers to most operational HRM problems, and an exploration of HRM as a career. Qualified students are placed in job settings for a minimum of 75 hours. Companies offering internships do so with no obligation to provide compensation to interns. The internship is a practical application of material studied previously in various classes in the Human Resource Management certificates. Prerequisite: International Students: Before enrolling international students must complete nine months of full time study in F-1 status. International students must contact the International Student Office at (310) 825-9351 to confirm eligibility. Visitors not permitted. Restricted course; web enrollments automatically generate a “Permission to Enroll” request, after which our advisor will contact you. Students enrolled in the Certificate in Accounting qualify for a discounted fee. Mention this to the adviser when contacted. Reg# W8802B Fee: $635 Denise L. Jackson, MA, Director of Human Resources, California School of Culinary Arts

X 482.203 Management 4 units This advanced course is designed for HR professionals who wish to make an effective contribution at a strategic level in today’s rapidly changing organizations, internally or as external consultants. Students will integrate the knowledge gained through previous coursework and experience and build on that conceptual foundation through lecture, class discussions, presentations, real-life case studies, and practical application. Emerging issues in human resource management will be discussed. Covered topics include: transforming HR from the outside in, HR professionals as strategic partners, the six domains of HR competencies, advanced communication and negotiation tactics for effective dialogue with senior management, designing strategies to re-engage employees and heighten productivity, understanding and addressing the increasing multi-generational issues, and implementing a retention strategy that addresses the needs of all generations. Advanced HR management skills such as consultation skills, coaching, change management, and facilitation skills will be explored and practiced. Students will learn how to safeguard their organization’s bottom-line by acquiring the high level skills needed to excel as an HR leader. Prerequisite: X 450 Elements of Human Resources Management or consent of instructor. Completion of all required core classes or minimum of 2 years of work experience. & Reg# W8833B Through Dec 10: $425 / After: $465 UCLA: 5436 Boelter Hall Tue 6:30-9:30pm, Jan 10-Mar 20, 11 mtgs Enrollment deadline: Jan 24 Farnaz Tabaee, MA, President, Clarity 4 Results

X 450.03 Management 4 units Prerequisite: X 450 Elements of Human Resources Management or consent of instructor. While no formal experience in statistics is required, students must demonstrate basic high school-level math/numerical skills; a knowledge of basic algebra also is recommended. For more information see page 34. & Reg# W8816B Through Dec 23: $555 / After: $605 Jan 23-Mar 19 Bob Barrett, EdD, Professor, American Public University System (American Public University and American Military University)
EE Talent

X 450.2 Management 4 units Prerequisite: X 450 Elements of Human Resources Management or consent of instructor. For more information see page 34. & Reg# W8817B Through Dec 18: $555 / After: $605 Jan 18-Mar 14 Herb Hoviss, MA, management consultant

Acquisition m

EE Compensation

Programs: Administration and Design m

X 450.31 Management 4 units Prerequisite: X 450 Elements of Human Resources Management or consent of instructor. For more information see this page. & Reg# W8818B Through Dec 23: $555 / After: $605 Jan 23-Mar 19 Joan Naudts, MEd, CCP
EE Benefits

Programs: Administration and Design m

Online Courses
For technical requirements see page 4.

X 450.32 Management 4 units Prerequisite: X 450 Elements of Human Resources Management or consent of instructor. For more information see this page. & Reg# W8819B Through Dec 18: $555 / After: $605 Jan 18-Mar 14 Thomas Cannava, MA, Deputy Director for Human Resources Administration, New York State, Office of Court Administration
EE Employee

Ethics for Human Resources Professionals m

Relations and Legal Aspects of Human Resources Management m

859.50 Management 1.8 CEU For more information see page 34. & Reg# W8824B Through Jan 1: $285 / After: $309 Feb 1-Mar 7 Rachel Choppin, MA, Principal, HR 4 You

X 450.34 Management 4 units 33 hours of MCLE credit available. Prerequisite: X 450 Elements of Human Resources Management or consent of instructor. For more information see this page. & Reg# W8820B Through Dec 17: $555 / After: $605 Jan 17-Mar 13 Robert F. Archibold, MPA, Director of Employee Relations, Centura Health, Inc.

36

Business, Management & Legal

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

Are You Completing Your Certificate?
To take part in Extension’s 2012 Graduation Ceremony in June, you must be officially enrolled in your desired certif icate by February 15, 2012 and have completed your program between Fall 2011 and Summer 2012. If you meet the above criteria call (310) 206-1654 or email [email protected] to save your spot at graduation.

International Trade and Commerce Certificate
The 9-course International Trade and Commerce Certificate offers a broad and comprehensive curriculum.
Students may complete the certificate program with or without a concentration. Many of the individual courses also are offered online. In addition, students must complete the seminar 891.02 Business Ethics at any time during the program. Internship opportunities also are available to certificate students who have completed a minimum of five courses. Group A: Core Courses (5 required) X 460.902 introduction to international Business X 460.903 Fundamentals of international trade X 460.961 global Business skills: Planning and negotiation strategies X 460.99 international Business Management Capstone Course X 460.95 international Business Policies and strategies Prerequisite: Satisfactory completion of six courses in the program. Ethics Requirement 891.02 Business ethics May be taken at any time during the program; also offered online. Group B: Electives Courses (4 required) Students choosing a concentration are required to complete four elective courses within one of the following concentrations:
• • •

International Trade and Commerce
For more information about specific courses call (310) 206-5075 or email [email protected].

Certificates: International Trade and Commerce General Business Studies with Concentration in International Trade and Commerce Business Administration with Concentration in International Trade and Commerce For more information call (310) 206-1654 or visit uclaextension.edu/bamcert.
EE Introduction

Global Business Management Import/Export Operations Financial Management
Students enrolling in the certificate without a concentration may select four Group B electives, including elective courses offered outside of the concentrations. For a complete list of electives visit uclaextension.edu/internationaltrade. An application for candidacy and nonrefundable fee of $150 must be submitted by the completion of the second course to officially enroll. For an application visit uclaextension.edu/bamcert. For more information, including a detailed program brochure, call (310) 825-1238 or visit uclaextension.edu/internationaltrade.

to International Business

EE Human

X 450.36 Management 4 units The effective management of human capital, one of the organization’s key investments, is critical to an organization’s success. Clear accountability for human capital management, strong “systems” to support its development and growth, and a HR structure that is aligned to deliver results, differentiates world-class HR functions from simply standard performance. This course focuses on connecting business strategy with human capital strategy, and the resulting impact this combination has on the human resource department. Topics include HR to business alignment, employment branding, managing the performance and growth of human capital, effective change management, the evolved role of the HR function, and professional and successfully marketing ideas to management. Through lecture, case studies, discussion, and guided experiences, participants examine what these issues mean to the HR organization and their personal careers. Students gain concrete tools and action plans for elevating the HR function within an organization. For technical requirements see page 4. Prerequisite: X 450 Elements of Human Resources Management and X 450.2 Talent Acquisition or consent of instructor. & Reg# W8821B Through Dec 17: $555 / After: $605 Jan 17-Mar 13 Lynda S. Wilson, PhD, SPHR, Director, Humanities & Sciences, UCLA Extension

Capital Management m

X 460.902 Management 4 units This course provides students with a basic understanding of the broad field of international business, presenting views from both the home and host country perspectives. The wide range of international business topics covered includes foreign direct investment, import/export, foreign exchange, global sourcing, marketing, and international economic concepts. This course provides a solid foundation for the subsequent courses in the certificate program in International Trade and Commerce. Students in other programs also find the course very useful in achieving a fundamental understanding of international business operations. & Reg# W9171B Through Dec 11: $425 / After: $465 UCLA: 5264 Boelter Hall Wed 6:30-9:30pm, Jan 11-Mar 21, 11 mtgs Enrollment deadline: Jan 25 Mark E. Buchman, BS, President, PacRim Financial Consultants
EE Fundamentals

EE Human

EE International

Human Resources Management m

X 450.65 Management 4 units This course introduces the human resources practitioner and international line manager to the legal, practical, and successful human resources strategies used by international companies in today’s global economy. Topics include employment and staffing; compensation; benefits; labor laws; employment-related taxation; leadership, management, and supervisory practices among international corporations; immigration; permanent resident and temporary work visa status; and expatriate and repatriation policies and practices. For technical requirements see page 4. Elective course in Professional Designation in and Commerce. Enrollment limited. & Reg# W8822B Through Dec 19: $555 / After: $605 Jan 19-Mar 15 Daniel A. Van Bogaert, JD, Executive Compensation and Benefits, ERISA Compliance Consulting

X 482.201 Management 4 units Prerequisite: X 450 Elements of Human Resources Management or consent of instructor. For more information see page 35. & Reg# W8823B Through Dec 19: $555 / After: $605 Jan 19-Mar 15 Leslie H. Richelieu, MS, PHR, Director of Human Resources, Wesco Companies, Inc.

Resources Development m

Reg# W8841B Through Dec 9: $255 / After: $275 UCLA: 148 Royce Hall Mon 6:30-9:30pm, Jan 9-Feb 27, 6 mtgs (no mtg 1/16 & 2/20) Enrollment deadline: Jan 20 Linda Marcot, MA, Principal, LMC Human Capital Consulting; former principal, Mercer
EE Fundamentals

of Business Administration and Management m

Other Courses of Interest to Human Resource Professionals
Successful Management of Human Capital in Mergers and Acquisitions

835.155 Management 1.2 CEU When mergers and integrations fail, ineffective human capital management often is the leading cause. This course helps human resources professionals and business managers understand the role human capital plays in due diligence and the smooth transition of the organization. The impact of change management and building the business case for investment also are addressed through lectures, case studies, and guest speakers. kkk

X 410.53 Management 4 units Elective course in the Business Fundamentals Certificate. Required course in the Business Administration Certificate. Enrollment limited; early enrollment advised. For more information see page 28. & Reg# W8789B Through Dec 18: $555 / After: $605 Jan 18-Mar 28 James A. Tischler, MBA, CEO, SomeBeach SunWare, LLC

X 460.903 Management 4 units 34 hours of MCLE credit available. This course covers the necessary procedures to start up an international trading business, by providing a detailed introduction to the practices, procedures, and services used in the U.S. to export and import merchandise. Topics include organizations affecting international trade: sources of information for trading, monitoring, and evaluating commercial conditions in other countries; market research and planning: identifying potential suppliers, pricing merchandise, and resources to find buyers; sales channels: direct, agents, distributors, and representatives; merchandise regulations: control of exports and imports, international classification system, responsibilities of U.S. Customs, rules and related dues; financing: sources of funds for exports and imports, methods of payment, open account, direct, offsets, counter trade, barter, foreign currency exchanges, and contracts; and freighting: modes of transport, packaging, containerization, protection, and identification of merchandise and insurance. & Reg# W9265B Through Dec 10: $425 / After: $465 UCLA: 1434A Physics & Astronomy Bldg. Tue 6:30-9:30pm, Jan 10-Mar 20, 11 mtgs Enrollment deadline: Jan 10 Elizabeth M. Glynn, MIM, CGBP, Export Advisor/Global Trade Educator, Global Business Solutions

of International Trade

EE Global

Business Skills: Planning and Negotiating Strategies

X 460.961 Management 4 units Conducting business across cultures is crucial for succeeding in today’s highly competitive marketplace. This highly interactive, simulation-based course provides executives with the knowledge and skills to plan, work, and negotiate in the global marketplace. Topics include cultural differences as they affect international business, understanding hospitality and protocol, establishing trust and credibility, characteristics of a cross-cultural negotiator, concepts of win-win and win-lose, tactics and power strategies, and communication and persuasion strategies. Simulations enable participants to practice negotiating concepts, develop business skills

Enroll at uclaextension.edu or call (310) 825-9971
in “real world” settings, and build confidence for conducting business overseas. & Reg# W9170B Through Dec 9: $425 / After: $465 UCLA: 5264 Boelter Hall Mon 6:30-9:30pm, Jan 9-Mar 26, 11 mtgs (no mtg 1/16 & 2/20; 1 mtg to be arranged) Enrollment deadline: Jan 30 Maria Keller, MBA, Director/Consultant, Keller Group

Business, Management & Legal
neW COuRse
EE Advanced

37

Advanced Business Market Analysis
Learn to make solid, high-level business decisions based upon all available market information.
Simulating a real business world environment, this course gives you the advanced decision-making tools you need to review current market conditions and to identify managerial, financial, marketing, and other business opportunities. Join instructor David E. French, MBA, President, David French & Associates, LLC, A Business Strategy Consultancy, and strengthen your skills—and career! This page.

NASBITE CGBP Exam Prep Review

777 Management The NASBITE Certified Global Business Professional designation (CGBP) is a nationally-recognized professional credential that demonstrates an individual’s competency in international business. Join us for this new, comprehensive course specifically designed to help you prepare for the CGBP exam while providing practical, real-world information on all aspects of international business. Following the conclusion of the course, individuals have the opportunity to take the CGBP exam in Los Angeles. Enrollment limited. Reg# W9267B Through Dec 12: $255 / After: $275 Westwood: 211 Extension Lindbrook Center Thu 6:30-9:30pm, Jan 12-Feb 16, 6 mtgs No refund after Jan 11. Maurice Kogon, PhD Bronwen Madden, EMIB
EE Import

X 470 Management 4 units Get the advanced decision-making tools needed to review current market conditions in order to identify managerial, financial, marketing, and other business opportunities—and risks—to help you make solid business decisions. Students are challenged to take all the information presented in this course and apply it to real-world conditions. Reg# W9264B Through Dec 11: $425 / After: $465 Westwood: 209 Extension Lindbrook Center Wed 6:30-9:30pm, Jan 11-Mar 21, 11 mtgs Enrollment deadline: Jan 11 David E. French, MBA, President, David French & Associates, LLC, A Business Strategy Consultancy X 423.4 Management 4 units Prerequisite: X 1A and X 1B Principles of Accounting, or consent of instructor. Course materials are available both in class and via internet. For more information see page 20. & Reg# W9317B Through Dec 9: $425 / After: $465 UCLA: 1264 School of Public Affairs Bldg. Mon 6:30-9:30pm, Jan 9-Mar 26, 12 mtgs (no mtg 1/16 & 2/20; 2 mtgs to be arranged) Dewey Norton, MA, CMA, MBA X 460.923 Management 4 units Prerequisite: X 460.902 Introduction to International Business and X 130A Basics of Managerial Finance. Elective course in Finance Certificate. For more information see page 30. & Reg# W9287B Through Dec 12: $425 / After: $465 UCLA: 175 Dodd Hall Thu 6:30-9:30pm, Jan 12-Mar 29, 12 mtgs David E. French, MBA, President, David French & Associates, LLC, A Business Strategy Consultancy

Business Market Analysis

EE International

Accounting

X 460.913 Management 4 units 33 hours of MCLE credit available. This course is intended for individuals involved in import operations, including classifiers, import team members, supervisors, and managers; those working in customhouse brokerage and freight forwarding; as well as owners of trading companies. Topics include entry of merchandise; warehousing; foreign trade zones; the liquidation and protest process; appraisement and the customs concept of value; informed compliance; customs account management strategies; intellectual property rights, fines, penalties, and forfeitures; drawback; NAFTA; recordkeeping; and corporate compliance program management. Prerequisite: X 460.902 Introduction to International Business and X 460.903 Fundamentals of International Trade. & Reg# W9213B Through Dec 10: $425 / After: $465 UCLA: 5264 Boelter Hall Tue 6:30-9:30pm, Jan 10-Mar 20, 11 mtgs Enrollment deadline: Jan 24 Michael A. Baker, JD, attorney-at-law X 460.94 Management 4 units 33 hours of MCLE credit available, including 6 hours of Legal Ethics, 1 hour of Detection/Prevention of Substance Abuse, and 3 hours of Elimination of Bias. This course introduces international business law through an examination of “real world” case studies and contemporary legal problems through a nontechnical approach to the law. Topics include legal rules, contracts, international arbitration, and the impact of nationalism and cultural attitudes on law and international affairs; regulation of international trade; protection of intellectual property, trademarks, and patents; and the legal ramifications of regional and economically integrated trade organizations, including the World Trade Organization and other multinational trade bodies. Prerequisite: X 460.902 Introduction to International Business or consent of instructor. & Reg# W9215B Through Dec 12: $425 / After: $465 UCLA: 5273 Boelter Hall Thu 6:30-9:30pm, Jan 12-Mar 22, 11 mtgs Enrollment deadline: Jan 26 Michael A. Baker, JD, attorney-at-law

Operations and Techniques

EE International

Finance

EE Law

in International Business

case analyses. Other readings, video presentations, and current international business developments provide you with real-life examples related to policy and strategy decisions on international product and market development, acquisitions, joint venturing and partnering, and competitive initiatives. Additional topics include outsourcing, business unit portfolio optimization, global marketing, R&D decentralization, industrial relations, and the implementation of strategies that focus on operations planning, information systems design, control, and conflict resolution. Prerequisite: X 460.902 Introduction to International Business, X 460.99 International Business Management, and two other international business courses, or consent of instructor. Enrollment limited. & Reg# W9168B Through Dec 12: $455 / After: $495 Westwood: 209 Extension Lindbrook Center Thu 6:30-9:30pm, Jan 12-Mar 22, 11 mtgs Lawrence S. Schmid, MBA, President, Strategic Directions International
EE International

Reg# W9169B Through Dec 10: $425 / After: $465 Westwood: 209 Extension Lindbrook Center Tue 6:30-9:30pm, Jan 10-Mar 20, 11 mtgs David E. French, MBA, President, David French & Associates, LLC, A Business Strategy Consultancy
EE Internship

Seminars
Alternative Energy in Global Business
800 Management 0.6 CEU Elective course in Global Sustainability Certificate. Advance enrollment required; no enrollment at the door. For more information see page 27. Reg# W9349B Through Feb 24: $155 / After: $165 UCLA: 5272 Boelter Hall ✷✷ Sat 9am-4pm, Mar 24, 1 mtg Enrollment deadline: Mar 23 Adrian Tylim, MS, President, All Energy Matters, Inc.

in International Trade and Commerce

EE International

Business Policies and Strategies

X 460.95 Management 4 units This course provides a systematic approach for determining, implementing, and evaluating the strategies and policies that govern a firm’s international business activities. You are exposed to a range of strategic management techniques that are used in a series of

X 460.99 Management 4 units 33 hours of MCLE credit available. This course emphasizes the managerial process in the international environment and provides an operational assessment of the fundamental issues involved in the management of international and multinational corporations. Instruction focuses on analyzing case studies related to upper and middle management issues, although the lessons apply to all levels and functions of international operations. Topics include matching foreign investment strategies with local conditions, managing export/import operations, trade and direct investment, local sourcing versus importing components, licensing and international joint venturing, designing organizational structures that match changing international conditions, managing a global structure, managing political risks, acquisitions, and integrating new businesses and dealing with international ethical considerations. Prerequisite: X 460.902 Introduction to International Business or consent of instructor. Enrollment limited. & kkk

Business Management

X 460.951 Management 5 units The internship provides practical experience in a variety of international trade and commerce job functions including, but not limited to, marketing, finance, business strategy and management, import and export operations, and law. Students intern with international trade and commerce companies within the Los Angeles area for a minimum of 75 hours. Companies offering internships do so with no obligation to provide compensation to interns. Prerequisite: International Students: Before enrolling, international students must complete nine months of full time study in F-1 status and contact the International Student Office at (310) 825-9351 to confirm eligibility. UCLA Extension does not provide placement or guarantee internship availability. Prior to enrollment, students are provided a list of firms offering internship opportunities and should contact the companies directly to arrange an interview. Enrollment is limited to the number of available internships. UCLA Extension’s Department of Business and Management must approve of all firms offering internships. Visitors not permitted. Certificate students are eligible for a discounted course fee. Please contact the student advisor at (310) 825-1238 for more information. Restricted course; call (310) 825-1238 for permission to enroll. Web enrollments automatically generate a “Permission to Enroll” request. Reg# W8804B Fee: $635 Elizabeth M. Glynn, MIM, CGBP, Export Advisor/Global Trade Educator, Global Business Solutions

Business Ethics

891.02 Management 0.6 CEU (Includes course materials and lunch.) All business and management certificate students must successfully complete this seminar to receive their certificate. Enrollment limited; no enrollment at the door. Students must arrive no later than 9am. For more information see page 26. Reg# W9207B Through Jan 18: $175 / After: $189 Westwood: 217 Extension Lindbrook Center ✷✷ Sat 9am-4pm, Feb 18, 1 mtg Matthew Kohler, MBA, Owner/President, Baja Tan, LLC

c UC credit; see page 149 m Online course

E
&

Not available passed/not passed Text required; see page 148

M Course held during daytime hours

38

Business, Management & Legal

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

Online Courses
For technical requirements see page 4.
EE Fundamentals

of International Trade m

X 460.903 Management 4 units 34 hours of MCLE credit available. Enrollment limited. For more information see page 36. & Reg# W9220B Through Dec 18: $555 / After: $605 Jan 18-Mar 28 Ashok B. Sadhwani, GDMM, CHB, CEO, Asmara USA Inc.
EE Global

Health Care Management and Leadership Certificate
Offered in partnership with the UCLA School of Public Health, UCLA Extension’s Certificate in Health Care Management and Leadership prepares managers and health care professionals to function effectively in this rapidly changing field. For more information about the certificate and this quarter’s courses see page 114.

Announcing a New Certificate

Charter School Policy, Finance, and Administration
Offered by the Education Department, this new 36-unit certificate teaches essential skill sets in charter school leadership and support.
Courses include: Financial and administrative Operations for Charter schools Charter school Finance Fundraising 101 for Charter schools Financial Decision Making for Charter schools Human Resources and Office Operations for Charter schools For complete information on this quarter’s courses see page 67.
Reg# W8784B Through Dec 11: $425 / After: $465 UCLA: 1270 School of Public Affairs Bldg. Wed 6:30-9:30pm, Jan 11-Mar 21, 11 mtgs Enrollment deadline: Jan 25 Steve L. Horowitz, PhD, Management Consultant, New Freedom Communications
EE Leadership

Business Skills: Planning and Negotiating Strategies m

X 460.961 Management 4 units Enrollment limited. For more information see page 36. & Reg# W9218B Through Dec 18: $555 / After: $605 Jan 18-Mar 28 Maria Keller, MBA, Director/Consultant, Keller Group
EE International

Management m

Business

X 460.99 Management 4 units 33 hours of MCLE credit available. Prerequisite: X 460.902 Introduction to International Business or consent of instructor. Enrollment limited. For more information see page 37. & Reg# W9587B Through Dec 18: $555 / After: $605 Jan 18-Mar 28 Siham Lahlou Bankacem, MBA, PhD

Leadership and Management Programs
For more information call (310) 825-2012 or email [email protected].
EE Management

Business Ethics m

891.02 Management 1.8 CEU Enrollment limited to 25 students. Students in certain Business and Management Certificates are required to successfully complete this seminar to receive their certificate. For more information see page 26. Reg# W9261B Through Dec 9: $175 / After: $189 Jan 9-30 Chris N. Economo, MBA Reg# W9262B Through Feb 14: $175 / After: $189 Mar 14-28 Chris N. Economo, MBA
EE International

Theory, Policy, and Process

X 427.121 Management 4 units Prerequisite: X 127 Federal Income Taxation, equivalent experience, or consent of instructor. Required course in the Taxation Certificate. Enrollment limited. For more information see page 25. & Reg# W8939B Through Dec 11: $555 / After: $605 Jan 11-Mar 21 Steve Rubens, JD, MBA

Taxation m

Also of Interest
EE International

X 190 Management 4 units c (New Accelerated Daytime format.) This course presents the theory and application of managerial functions; the processes of planning, organizing, leading, and controlling in a wide variety of organizational settings; and how the management of people and resources can accomplish organizational goals. Systems theory, contingency approaches, and socio-technical systems are used to explain managerial problem solving and decision making in organizational contexts and a global environment. Other topics include motivation and participation leadership and communication, management information systems, human resources management, management of technology, managerial ethics, and other contemporary management issues. Elective course in the Business Fundamentals Certificate. Enrollment limited. & Reg# W8782B Through Jan 22: $855 / After: $935 Westwood: 416 1010 Westwood Center ✷✷ Mon & Wed 9am-12pm, Feb 22-Mar 28, 11 mtgs Enrollment deadline: Feb 29 Steve L. Keleman, EdD, Performance Improvement, Keleman & Associates Harriet L. Cohen, MEd, President, Training Solutions
EE Cross-Cultural

X 490.996 Management 4 units This course is designed to improve interpersonal behaviors and communication skills for those in leadership roles with the goal of improving relationships, productivity, and the quality of work. Topics include a review of basic communication skills: listening, self-disclosure, and methods of expression; more advanced skills: nonverbal communication, influencing behaviors, addressing hidden agendas, and male/female communication in the workplace; conflict management skills; assertiveness; and responding to criticism. Experiential exercises, roleplaying, and small-group activities provide opportunities to practice different behaviors and integrate these skills into personal strategies. Elective course in the Business Fundamentals Certificate. & Reg# W8785B Through Dec 12: $425 / After: $465 UCLA: 2278 School of Public Affairs Bldg. Thu 6:30-9:30pm, Jan 12-Mar 22, 11 mtgs Enrollment deadline: Jan 26 Steve L. Horowitz, PhD, Management Consultant, New Freedom Communications

Communication Strategies

features student participation in a real-life project management situation. Wear comfortable shoes and be prepared to have fun! Note: This course does not address software solutions or focus on technical aspects of project management. & Reg# W8788B Through Jan 23: $285 / After: $309 Westwood: 211 UCLA Extension Bldg. ✷✷ Thu & Fri 9am-4pm, Feb 23 & 24, 2 mtgs Enrollment deadline: Feb 23 Julie C. Grass, BA, Partner, The Momentum Group Roberta F. Lachman, BA, Professional Development Trainer/Coach

Coaching and Mentoring Employees

The Manager’s Toolkit
For more information call (310) 825-2012 or email [email protected].

Human Resources Management m

Communication and Management in a Global Workforce

Project Management That Works

859.8 Management 0.6 CEU Managers and supervisors play a key role in coaching all types of employees in all kinds of situations, but few have had formal training in the process or understand the benefits. Coaching (and mentoring) suggests a supportive/collaborative approach rather than a directing or controlling approach. For many employees, this may be the most effective way to boost performance, harness competitive energy, or defuse problems. This seminar introduces the basic elements of coaching and mentoring, discusses the appropriateness and benefits of each approach, and provides specific application techniques for a variety of personality types and work circumstances. Enrollment limited; no enrollment at the door. & Reg# W8786B Through Feb 9: $155 / After: $165 Westwood: 320 1010 Westwood Center ✷✷ Fri 9am-4pm, Mar 9, 1 mtg Enrollment deadline: Mar 9 Beth C. Gulas, MEd, President, WorkForce Management, Inc.; organizational development consultant and author of Working in the Dark: Keeping Your Job While Dealing with Depression

X 450.65 Management 4 units Elective course in Professional Designation in and Commerce. Enrollment limited. For more information see page 36. & Reg# W8822B Through Dec 19: $555 / After: $605 Jan 19-Mar 15 Daniel A. Van Bogaert, JD, Executive Compensation and Benefits, ERISA Compliance Consulting

X 490.8 Management 4 units This course is designed to provide students with the fundamental principles and practical skill sets to understand the diverse cultures that comprise the global workplace of the 21st century. Participants will discover ‘cultural proficiency’-the cutting edge approach to successfully navigating the intense diversity challenges of today’s interdependent global business community. This unique approach ensures effective communication by unraveling the complex cultural differences between individuals and the impact of cultural programming on different organizational cultures. Participants learn strategies for accommodating the diversity both within their own and between international organizations. Applies to General Business Studies Certificate. Enrollment limited. & kkk

859.3 Management 1.2 CEU Making certain that projects achieve their objectives, meet deadlines, and come in within budget can be a daunting but rewarding challenge. This seminar provides the tools, concepts, and ways of thinking that enhance the likelihood of successful completion of projects. Highly interactive, this course is specifically designed for those who are new to the world of project management and want an overview of key concepts that are applicable to a variety of situations. Through practical real-life examples, instruction covers the stages of project management, elements most critical to success, common problems and how to avoid them, attributes of a good project manager, identifying and understanding project stakeholders, navigating politics, selecting your team and dealing with team dynamics, and leading and managing those who don’t report to you. Complementing lectures, class discussions, exercises, and small-group work, day-two of the course

c UC credit; see page 149 m Online course

E
&

Not available passed/not passed Text required; see page 148

M Course held during daytime hours

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

Business, Management & Legal

39

Also of Interest
For more information on the Health Care Management and Leadership Certificate see page 114 or call (310) 825-7093.

Online Courses
For technical requirements see page 4.

Paralegal Training Program
Downtown Los Angeles & Westwood
• ABA-Approved • Offered

Legal Secretary Training Program m

Fundamentals of Health Law and Compliance

X 442 Public Health 4 units 34 hours of MCLE credit available. Prerequisite: Enrollment in Healh Care Management and Leadership Certificate. Required course in Health Care Management and Leadership Certificate. Enrollment limited; enrollment prior to the first class required. For more information see page 114. & Reg# W8638B Through Dec 10: $879 / After: $965 UCLA: 16-059, Dean’s Conference Room, School of Public Health Tue 6:30-9:30pm, Jan 10-Mar 27, 12 mtgs John R. Hellow, for credits see page 114.

Principles of Health Organization Management and Leadership

X 443 Public Health 4 units Prerequisite: X 440 Introduction to the U.S. Health Care System or consent of instructor. Required course in Health Care Management and Leadership Certificate. This course is open to all students who meet the prerequisites; certificate candidacy is not required. Internet access required to retrieve course materials. For more information see page 114. & Reg# W8639B Through Dec 11: $879 / After: $965 UCLA: 16-059, Dean’s Conference Room, School of Public Health Wed 6:30-9:30pm, Jan 11-Mar 28, 12 mtgs Sal J. Esparza, for credits see page 114.

808.62 Law 4.4 CEU Behind every good attorney is a great legal secretary. Professionalism, competence, efficiency: these are the qualities law firms seek in a legal secretary. In today’s business world, the legal secretary who has the legal, technical, and people skills to work effectively with lawyers, judges, staff, industry experts, clients, and the general public is in high demand. That’s why the UCLA Extension Legal Secretary Training Program (LSTP) has spent over a decade preparing students with practical and substantive legal knowledge to work in this fastpaced and challenging career. Our program can benefit not only those seeking to become legal secretaries, but anyone interested in learning about the law office structure, the litigation process, and general legal principles. With specialized and focused instruction, our program can prepare you to become a vital part of a legal team, broaden your opportunities for job advancement, and enhance your goal of professional and personal growth. Our course consists of a practical exercises, written assignments, exams, and a computerized word processing skills exam. For technical requirements see page 4. Enrollment limited; early enrollment advised. Required text available at Lu Valle Commons bookstore: California Legal Secretary (2nd ed., vol. 18) by Marlene Hazlewood (James Publishing). For more information visit uclaextension.edu/lstp or call (310) 825-0741. & Reg# W8404B Through Dec 11: $845 / After: $925 Jan 11-Mar 28 Deborah A. Deutsch, paralegal

Since 1975 in Cooperation with the UCLA School of Law • 5- and 12-Month Program Options • Day and Evening Classes • Choose Your Location: Westwood Village or Downtown’s Figueroa Courtyard • Taught by Judges, Attorneys, Paralegals, and other Working Professionals • Financial Aid Available • Lifetime Career Services and Assistance Offered This Quarter 5-Month Daytime Program Mon-Fri, 9am-12:30pm Jan 30-Jun 7 Westwood: G-33 E UCLA Extension Bldg. Application Deadline: Jan 9 12-Month evening Program Tue & Thu, 6:30-10pm Feb 7, 2012-Jan 8, 2013 Downtown Los Angeles: Room 102 Figueroa Courtyard Application Deadline: Jan 13 Paralegals may not provide legal services directly to the public, except as permitted by law. Page 40.

Essential Legal Research Tools and Methods m

Legal Programs
For more information about legal courses call (310) 825-0741.

Business Law

X 108 Management 4 units c This course explores the legal environment in which businesses operate and studies the interaction between business and the legal system. Students examine various areas of the law which are integral to the operation of business enterprises today. Topics include contracts, torts, agency, Uniform Commercial Code, bankruptcy, and the legal principles applicable to the different forms of business entities. Business owners, managers, accountants, paralegals, and all those seeking to gain or broaden their general understanding of the legal system should benefit from this course. Business Law also prepares students for the legal section of the CPA Exam. Required course in the Accounting, Business Fundamentals, and Business Administration Certificates. & Reg# W9361B Through Dec 12: $495 / After: $545 UCLA: 170 Dodd Hall Thu 6:30-10pm, Jan 12-Mar 29, 12 mtgs No refund after Jan 19. Stephanie O’Neal, JD, Attorney, Law Offices of Sharon Oxboroujl

X 408 Law 3.3 units 33 hours of MCLE credit available. This course is intended to develop fundamental legal research skills that are helpful to anyone working either in the legal profession or in business. Students receive hands-on training in most methods of legal research available to the public, and apply these research techniques to sample problems. The course covers major areas of legal research, including, but not limited to, cases, statutes, legislation, regulation, and other governmental rule-making guidance and background. Research as a process that can be used to ensure a competent search for information has been completed also is covered.For technical requirements see page 4. Enrollment limited; early enrollment advised. & Reg# W9420B Through Dec 10: $555 / After: $605 Jan 10-Mar 27 No refund after Jan 11. Viviana L. Heger, Of counsel, Tropio & Morlan

Plus...

Jump Start Your Paralegal Career at Our Free Information Sessions
2 Choices Sat, 10am-12pm, Dec 3, or Mar 10 Downtown Los Angeles: Figueroa Courtyard
Join us at either free career-building event and: Learn about opportunities in the paralegal field 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
• •

Business Law m

X 108 Management 4 units c Required course in the Accounting, Business Fundamentals, and Business Administration Certificates. Enrollment limited; early enrollment advised. For more information see this page. & Reg# W9362B Through Dec 11: $555 / After: $605 Jan 11-Mar 28 No refund after Jan 10. John Michael Strickland, JD, Yale Law School; BA in Psychology and Political Science, Rice University

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 Enhance Your Career Online

Business Courses for Legal Professionals
+ Business Law Page 39. + taxation of Corporations and shareholders Page 24. taxation of Property transactions Page 24. Partnership taxation Page 24. international taxation m Page 25. estate Planning Page 45. For more information call (310) 206-1708. + Also offered online.

Legal Secretary Training Program
Built for Working Professionals Like You
Jan 11-Mar 28
Get the focused instruction, information, and technical skills you need to become a legal secretary. Plus, enjoy the convenience of courses from your home or office. Get your questions answered. For more information on becoming a legal secretary, visit uclaextension.edu/legal or call (310) 825-0741.

Free Information Session
Sat 1-3pm Dec 3, Downtown LA: Figueroa Courtyard

Paralegal Training
For more information email [email protected], visit uclaextension.edu/paralegal, or call (310) 825-0741.
EE Paralegal

X 406 Law 32.4 units An ABA-approved paralegal program offered in cooperation with the UCLA School of Law. UCLA Extension’s Paralegal Training Program (PTP) is approved by the American Bar Association and seeks to prepare students to function as ethical, effective, and efficient professional paralegals in law firms, businesses, government, and nonprofit organizations; to perform a wide variety of legal work under the supervision of attorneys; and to adapt easily to the changing role of the paralegal as well as the changing needs of the legal community. The PTP provides training in substantive and procedural law, legal analysis, professional responsibility, legal forms, legal technology, and practical skills needed to work in the public or private sector as a competent and professional paralegal. This program fulfills educational requirements to practice as a paralegal in California. Instructors for the program are approved by the UCLA School of Law, and include practicing judges, attorneys, paralegals, and other legal professionals. Assistance in career counseling and job search opportunities are available to current students and program graduates. Paralegals may not provide legal services directly to the public, except as permitted by law. Lifetime placement assistance is available. Including candidacy, total tuition is $6,500. For more information regarding how to apply, email [email protected], call (310) 825-0741, or visit uclaextension.edu/paralegal. Visitors not permitted. Course materials are available both in class and via Internet. Restricted course; call (310) 267-5256 for permission to enroll. Web enrollments automatically generate a “Permission to Enroll” request. Internet access required to retrieve course materials. & Reg# W5344B Fee: $6,250 Westwood: G33E UCLA Extension Bldg. ✷✷ Mon, Tue, Wed, Thu & Fri 9am-12pm, Jan 30-Jun 7, 91 mtgs (no mtg 2/20, 3/30 & 5/28) Donald M. Scotten, JD Marc Blau, JD, Assistant Regional Director, US Securities and Exchange Commission Scott Jason Leipzig, JD, Partner, Allen Matkins Haydee Capdet, BA kkk

Training Program

Reg# W5345B Fee: $6,250 Downtown Los Angeles: 261 S. Figueroa St., Figueroa Courtyard, Suite 100W, Classroom 102 Tue & Thu 6:30-9:30pm, Feb 7-Dec 18, 91 mtgs Donald M. Scotten, JD

Marketing and Advertising
For more information about specific courses call (310) 825-4192 or email [email protected].

EE Advertising

Also of Interest
For more information on the Health Care Management and Leadership Certificate see page 114 or call (310) 825-7093.

Fundamentals of Health Law and Compliance

X 442 Public Health 4 units 34 hours of MCLE credit available. Our nation’s health care providers and delivery systems function under complex state and federal laws. Because health care delivery is dynamic rather static, the laws governing those activities are ever-changing. This course presents the fundamental legal structure that affects the provision of health care in the U.S. Topics include an overview of the history and development of our present health care industry, current reform initiatives, lawmaking and judicial processes, health care fraud and abuse, regulatory compliance, contract and tort law issues, medical staff licensure and credentialing, Medicare and Medicaid program requirements, Emergency Medical Treatment and Active Labor Act, consent and advance directives, Health Insurance Portability and Accountability Act (HIPAA), self-referral laws, and health care organizations as business entities. Prerequisite: Enrollment in Healh Care Management and Leadership Certificate. Required course in Health Care Management and Leadership Certificate. Enrollment limited; enrollment prior to the first class required. & Reg# W8638B Through Dec 10: $879 / After: $965 UCLA: 16-059, Dean’s Conference Room, School of Public Health Tue 6:30-9:30pm, Jan 10-Mar 27, 12 mtgs John R. Hellow, JD, MHA, Partner, Hooper, Lundy, and Bookman, Inc.

Certificates: Marketing General Business Studies with Concentration in Marketing Business Administration with Concentration in Marketing General Business Studies with Concentration in Advertising Business Administration with Concentration in Advertising For more information call (310) 206-1654 or visit uclaextension.edu/bamcert.
EE Marketing

X 163 Management 4 units c This course takes a look at media advertising elements, including digital, mobile, and social networks while reinforcing the importance of traditional components—television, magazine, online, and outdoor advertising—with everyday applications. Discussion on advertising initiatives features current campaigns, agency relationship, and media organizations. Target audience development, product positioning, creative messaging, media strategies, and campaign execution also are explored. Elective course in the Certificate in Business Fundamentals. Internet access required to retrieve course materials. & Reg# W9335B Through Dec 10: $455 / After: $495 UCLA: 1222 School of Public Affairs Bldg. Tue 6:30-9:30pm, Jan 10-Mar 20, 11 mtgs Cameron L. Andrews, MA, Principal Owner, Pier Communications X 460 Management 2 units This course introduces the student to the role of ethics in marketing in the U.S. and global economy. Students examine concepts, behaviors, practices, and challenges relevant to the process of planning and implementing the marketing practice and creating value via ethical processes, systems, and strategies. Topics include ethical promotion and pricing strategies, marketing research, and marketing implementation. Internet access required to retrieve course materials. & Reg# W9197B Through Jan 21: $285 / After: $309 UCLA: A44 Haines Hall Tue 6:30-9:30pm, Feb 21-Mar 27, 6 mtgs Mark H. Stern, BS, President, Oasis Marketing X 460.16 Management 4 units This course emphasizes role-playing, sales presentation scripting techniques, public speaking, and professionalism in sales, as well as developing a polished sales approach for wholesale, specialty, and service selling. Topics include controlling the selling process from start to finish; locating, identifying, and qualifying prospects; obtaining appointments and selling by phone; demonstrating products and services; handling objections and closing the sale; selling after the close; using telemarketing, marketing specialists, and networking to find prospects; the ethics of sales; and the legal pitfalls of selling. & Reg# W9201B Through Dec 12: $455 / After: $495 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

Principles and Practices

EE Ethics

in Marketing and Advertising

X 160 Management 4 units c This course surveys marketing methods, practices, and institutions from the perspectives of manufacturers, distributors, and consumers. Students examine marketing concepts, functions, operations, and organizations of retail and wholesale enterprises; distribution channels; market research; advertising; marketing costs; pricing; cooperative marketing; marketing legislation and regulations; and trends. Required course in the Certificate in Business Fundamentals. Required course in the Certificate in Business Administration. & Reg# W9195B Through Dec 11: $455 / After: $495 UCLA: 5200 Math Sciences Wed 6:30-9:30pm, Jan 11-Mar 21, 11 mtgs Thomas R. Lewis, MBA, marketing consultant Reg# W9196B Through Dec 12: $855 / After: $935 Westwood: 415 1010 Westwood Center ✷✷ Tue & Thu 1-4pm, Jan 12-Feb 21, 11 mtgs (no mtg 2/9) (accelerated daytime format) Mark H. Stern, BS, President, Oasis Marketing

Principles and Practices

EE Principles

of Professional Selling

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

Business, Management & Legal

41

X 460.35 Management 4 units In this capstone course, students apply skills learned in a project-based curriculum. Working in a team structure that simulates a real-life marketing department or consultancy, participants apply marketing and advertising principles, conduct market research, and address issues of brand identity and target marketing to develop and create a strategic marketing solution to a specific and current challenge. Guidance and advisement are provided by the instructor and industry experts who form part of a review team. At the conclusion of the course, proposals are presented in class and submitted to sales and marketing professionals who assess, critique, and provide feedback. Prerequisite: X 160 Marketing Principles and Practices and X 466 Consumer Market Research or Professionals with a minimum of two years experience may enroll. Internet access required to retrieve course materials. & Reg# W9198B Through Dec 10: $455 / After: $495 UCLA: 1209B Bunche Hall Tue 7-10pm, Jan 10-Mar 20, 11 mtgs Gregory J. Pollack, MBA, Owner/President, PBM Marketing Solutions X 460.394 Management 4 units This fast-paced course discusses how digital media technology has changed marketing, and gives detailed strategies on how to embrace such evolving platforms as Facebook, YouTube, Twitter, mobile apps, websites, search engines, newsletters, and many more. You learn how to integrate these tools and tactics into goal-oriented campaigns that enhance brands, create a buzz, and motivate desired behaviors. You do not need any prior knowledge of these media, and no programming skills are needed, but Internet access outside of the classroom is required. Internet access required to retrieve course materials. & Reg# W9292B Through Dec 11: $455 / After: $495 UCLA: 6229 Math Sciences Wed 7-10pm, Jan 11-Mar 21, 11 mtgs Karl Kasca, AB, Principal and Founder, Kasca & Associates

Marketing

The Power of Brand: Brand Management

EE New

Media Marketing

X 460.41 Management 4 units Explore, learn, and understand the complexities in the development, sustainability, and leverage of a brand. In this comprehensive course, participants learn how brand identity must be nurtured and managed to positively affect a company’s performance and future, as well as understand the power and importance of a brand from its creation through execution. This course presents students with an overview of brand development; brand research; and brand management structures for sales, marketing, advertising, and promotional purposes. In addition, students explore how companies develop financial wealth by extending existing brands and controlling and/or influencing brand pricing and distribution. Additional topics include an overview of brand history, understanding the differences between brand equity and brand identity, and consideration of how brands are won and lost. Students are exposed to marketing executives who have had direct experiences with major consumer and commercial brands. Internet access required to retrieve course materials. & Reg# W9280B Through Dec 10: $455 / After: $495 UCLA: 220 Haines Hall Tue 6:30-9:30pm, Jan 10-Mar 20, 11 mtgs Beverly W. Macy, BA, CEO, Gravity Summit, Inc.; author of The Power of Real-Time Social Media Marketing; UCLA Extension Distinguished Instructor Award, 2010
EE Global

Marketing Certificate

This 36-unit program is designed to prepare students with the skills needed for success in the dynamic and competitive field of marketing. It is intended for individuals seeking a marketing career as well as business professionals who want to update their skills and keep abreast of emerging trends. Required courses build strong foundational skills in core subject areas and develop analytical, critical, and creative thinking. Elective courses guide students into functional areas of marketing, allowing them to develop skills necessary to take on the many challenges present in this constantly evolving field.
Group A: Core Courses (24 Units Required) (Courses are 4 units unless otherwise specified.) X 160 Marketing Principles and Practices X 460.41 the Power of Brand: Brand Management X 460.52 integrated Marketing Communications X 466 Consumer Market Research X 460 ethics in Marketing and advertising (2 units) X 461a Writing for Marketing and advertising (2 units) Capstone Course X 460.35 strategic Marketing Prerequisite: Satisfactory completion of the above courses and at least one elective or two years of professional experience. Group B: Electives (12 Units Required) X 163 advertising Principles and Practices X 460.16 Professional selling: a Practical approach X 460.3 Consumer Behavior X 460.394 new Media Marketing X 460.398a social Media Marketing X 460.43 extreme Marketing X 460.483 global Marketing and strategy X 463.01 advertising in the Digital age X 460.86 Customer Relationship Management X 460.494 new Business Development & Pitching the Perfect Presentation X 463.4 Media Planning and analysis X 463.13 Media sales in a Cross-Platform World X 460.484 internship in Marketing and advertising X 470.10 Web analytics X 480.5 green Marketing strategies X 490.8 Cross-Cultural Communication and Management in a global Workforce X471.10 Marketing with google adWords An Application for Candidacy must be submitted by the completion of the second course to be officially enrolled.

Social Media Marketing

X 460.398A Management 4 units (Accelerated Daytime format.) Over 100 million videos are downloaded from YouTube daily. Technorati tracks over 50 million blogs. Social networking sites, such as MySpace and Facebook, contain millions of user profiles. This course looks at the new channels of marketing, advertising, and communication that make up social media and the Web, exploring how these tools fit into a company’s traditional integrated marketing strategy. Using case studies and real-world examples from large corporations and small business, students explore current examples and future opportunities of how marketing professionals embrace online social networks, user-generated content and content sharing, blogs, and Twitter, to create brand awareness and buzz. Learn practical tips and techniques as well as see the bigger picture to help successfully leverage social media marketing for your own environment and purpose. Internet access required to retrieve course materials. & Reg# W9202B Through Jan 21: $855 / After: $935 Westwood: 307 1010 Westwood Center ✷✷ Tue & Thu 9am-12pm, Feb 21-Mar 29, 12 mtgs Frederick Nager, MBA, Founder, Atomic Tango LLC

X 460.483 Management 4 units This course lays the foundation to gaining competitive advantage in the global marketplace by providing a hands-on understanding of the competitive implications affecting global marketing strategies, as well as covers the factors that govern the decision to enter export marketing and analyzes planning, organizing, and managing an international business marketing strategy. Topics include foreign market surveys; the role of competitive intelligence; understanding trade barriers, pricing, distribution channels, and cultural differences that affect marketing strategies; and how to create a competitive marketing strategy. Students will gain a comprehensive understanding of global competitive marketing core concepts and how global competitive marketing strategies can affect a company’s future performance. Internet access required to retrieve course materials. & Reg# W9203B Through Dec 10: $455 / After: $495 UCLA: 154 Royce Hall Tue 7-10pm, Jan 10-Mar 20, 11 mtgs Alexandre P. Nascimento, MBA, PMP

Marketing and Strategy

EE Internship

in Marketing and Advertising

c UC credit; see page 149 m Online course

E
&

Not available passed/not passed Text required; see page 148

M Course held during daytime hours

X 460.484 Management 5 units The internship provides practical experience in a variety of advertising and marketing job functions with companies or institutions within either the private or public sectors. Students intern with marketing or advertising companies within the Los Angeles area for a minimum of 75 hours. Prerequisite: International Students: Before enrolling, international students must complete nine months of full-time study in F-1 status and contact the International Student Office at (310) 825-9351 to confirm eligibility. UCLA Extension does not provide placement or guarantee internship availability. Prior to enrollment, students are provided a list of firms offering internship opportunities and should contact the companies directly to arrange an interview. Enrollment is limited to the number of available internships. UCLA Extension’s Department of Business and Management must approve of all firms offering internships. Visitors not permitted. Certificate students are eligible for a discounted course fee. Please contact the student advisor at (310) 825-1238 for more information. Restricted course; call (310) 825-1238 for permission to enroll. Web enrollments automatically generate a “Permission to Enroll” request. Reg# W8803B Fee: $635 Earl I. Wilson, MBA, President, Wilson & Associates

For detailed course information visit uclaextension.edu/marketing. For certificate information or counseling call (310) 825-1238 or email [email protected].

42

Business, Management & Legal

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

Announcing...

Social Media and Web Analytics
A New Concentration in the Marketing Certificate
Show your savvy and get involved with these growing areas of Marketing: Social Media and Web Analytics. UCLA Extension proudly offers this new concentration which allows specialization in what is rapidly developing to be a cornerstone of a Marketing professional portfolio.
Required Courses To earn your certificate with this concentration, you must complete the core requirements of the Marketing Certificate (see the ad on page 41 for details on required courses), as well as earn 12 units from the following courses: X 460.394 new Media Marketing (4 units) X 460.398a social Media Marketing (4 units) X 463.01 advertising in the Digital age (4 units) X 470.10 Web analytics (4 units) X 481.23a social Media for Designers (4 units) X 481.99aF user experience Design (4 units) X 405.23 Digital entertainment Media (4 units) X 425 Best Practices in social Media for the Communications Professional (2 units) X 478.5 Crisis Management and Communications: safeguarding image and Viability (2 units) X471.10 Marketing with google adWords (4 units)

Are You Completing Your Certificate?
To take part in Extension’s 2012 Graduation Ceremony in June, you must be officially enrolled in your desired certif icate by February 15, 2012 and have completed your program between Fall 2011 and Summer 2012. If you meet the above criteria call (310) 206-1654 or email [email protected] to save your spot at graduation.

Win a Free Marketing Class!
“Like Us” on Facebook for a chance to win a free enrollment. Plus, stay connected with us for updates and join our community online. Just search for us on Facebook under “ucla extension marketing” or visit uclaextension.edu/ fbmarketing.

EE Writing

Learn more about the Marketing Certificate and this new concentration by visiting uclaextension.edu/marketing.

X 460.494 Management 4 units Vital to the success of any marketing initiative or business venture is the ability to develop appropriate content and present it. The course teaches you how to develop the perfect business pitch for selling products and services to prospects or pitching a new venture to potential investors. Instruction covers the latest techniques for making powerful “elevator pitches,” formal presentations, and cold-calls. Preparing the right materials and visuals for business development also is addressed. Internet access required to retrieve course materials. & Reg# W9204B Through Dec 12: $455 / After: $495 UCLA: 1234 School of Public Affairs Bldg. Thu 7-10pm, Jan 12-Mar 22, 11 mtgs Nance A. Rosen, MBA, author of Speak Up! & Succeed
EE Integrated

New Business Development and Pitching the Perfect Presentation

Customer Relationship Management

Marketing Communications

X 460.52 Management 4 units This course focuses on the latest marketing communication practice, known as integrated marketing communications (IMC), featuring an overview of the major media, including broadcast, print, outdoor, point of purchase, direct mail, Internet, telemarketing, public relations, and promotion. The emphasis is on how to analyze the marketplace and create an IMC program that orchestrates as many brand “touchpoints” as possible to ensure that consistent messages are being sent and that stakeholders are being heard, resulting in a stronger brand and increased sales. Internet access required to retrieve course materials. & Reg# W9199B Through Dec 12: $455 / After: $495 UCLA: 1209B Bunche Hall Thu 7-10pm, Jan 12-Mar 22, 11 mtgs Joseph Hartnett, BA, Hartnett & Associates

X 460.86 Management 4 units In the global marketplace, where the overriding emphasis is on cost, the value of the customer can transcend the great race to the bottom line and allow businesses to thrive while others are victimized by rapidly changing buying behavior fueled by an explosion of technology. This course provides students with a working knowledge of the principles and best practices for managing customer relationships that result in unsolicited testimonials and relationship annuities. Students learn how to quantify customer orientation and how to develop relationship-driven customer management systems based on the judicious use of resources born from a decisive strategic plan. Topics include customer profiling, market segmentation, customer service, retention, relational databases, and CRM software. Student are encouraged to participate in discussions on current and generally unpredictable trends, return on investment from sales and marketing expenditures, and how popular myths propel the uninitiated to obscurity and extinction. The course is intended for students and business professionals who have taken one or more courses in personal selling, marketing, market research, product development, the physiology of why people buy, and advertising. Coursework lends insight into the key CRM concepts needed to make informed and effective business decisions, make more sales, and increase profits with ease. & Reg# W9205B Through Dec 9: $455 / After: $495 UCLA: 164 Royce Hall Mon 7-10pm, Jan 9-Mar 26, 11 mtgs (no mtg 1/16 & 2/20; 1 mtg to be arranged) Peter Kraus, President/Owner, Interwoven Business Consulting, specializing in sales, marketing, and start-ups

X 461A Management 2 units Writing for marketing and advertising is all about crafting a message. This course aims to build the essential skills to write clear, concise, and compelling messages for all media. Over 6 weeks, you study and practice writing proposals, direct mail pieces, brochure copy, sales letters, business plans, and create materials for digital delivery via the web. Highly interactive and participatory, the course features weekly assignments that stretch your creativity and provide practice in headline writing, as well as refine presentation skills in marketing communication. You present your work to the class and instructor, and receive constructive critiques. Using this enjoyable, pragmatic approach, the course goal is to write all formats of documents typical in the marketing communications industry from marketing plans to advertising copy. Internet access required to retrieve course materials. & Reg# W9285B Through Dec 10: $285 / After: $309 UCLA: 118 Haines Hall Tue 7-10pm, Jan 10-Feb 14, 6 mtgs Frederick Nager, MBA, Founder, Atomic Tango LLC

for Marketing and Advertising

Reg# W9341B Through Dec 9: $455 / After: $495 Westwood: 204 ABC Extension Lindbrook Center Mon 7-10pm, Jan 9-Mar 26 Westwood: 202 Extension Lindbrook Center Tue 7-10pm, Jan 17, 11 mtgs (no mtg 1/16 & 2/20) Tracey D. McCormack, BS, CEO, McCormack Media Services; Vice President/Ad Sales, SiTV James M. Baral, BA, Vice President/Network Sales Manager, Western Region, Univision
EE Developing

EE Media

Sales in a “Cross-Platform World”

X 463.13 Management 4 units Learn to think “Cross Platform.” Today’s ideas transcend media platforms and marketers focus on the concept and the consumer experience. Learn how to be a consultative seller, what’s important to marketers and agencies, and how to successfully connect the dots for your media company to make the deal. This course resets the sales process to identify an advertiser’s goals and objectives and provide media and communications solutions. Being a media seller in the new cross-platform world requires an evolved orientation to selling. You must create value vs. selling a commodity, become your clients personal brand manager, and advocate in the process while representing your company. Topics include redefining the approach to media sales; an overview of television, online, and mobile ad sales, including all aspects of the sales process; establishing your base of product knowledge; researching what’s important to your clients; and building the presentation through to the dealmaking stage. You craft, research, prep, and deliver mock sales/marketing presentations and navigate a real-world experience in developing a true cross-platform campaign. Ideas and concept selling doesn’t have barriers—nothing is traditional media or new media, just best practices, all with the goal of doing good work. Finally, you delve into basic understanding of media metrics, examine ratings information and support research, then apply this information to the sales process. Internet access required to retrieve course materials. & kkk

X 463.6 Management 4 units An in-depth study of the creation of advertising campaigns—from the objectives set by marketing to the solutions needed to obtain those objectives. Instruction covers defining and identifying the basic criteria needed to plan and implement an advertising campaign, as well as the role creative communications plays in motivating the target audience. Other topics include marketing, the marketing plan, and the advertising plan; advertising as communication; marketing, advertising, and the consumer; developing an integrated advertising plan; determining advertising objectives; developing and executing a creative strategy; and evaluating the advertising campaign. Students plan strategies and tactics using demographics and psychographic information. & Reg# W9337B Through Dec 12: $455 / After: $495 UCLA: A25 Haines Hall Thu 7-10pm, Jan 12-Mar 22, 11 mtgs Arnold S. Zelonka, BA, President/Creative Director, Impresario Advertising X 466 Management 4 units Providing a comprehensive and practical approach to conducting relevant, useful marketing and advertising research, this course examines consumer behavior and how it can influence marketing and advertising decision-making as well as methodologies in order to gather primary and secondary research data, analyze and interpret that data, and make recommendations based on research activities. Instruction also explores the use of surveys and focus groups—on and offline— as well as conventional research methods. Students build valuable skills and techniques needed to tabulate, analyze, and present market research data, the foundation of a well conceived marketing strategy. Internet access required to retrieve course materials. & Reg# W9200B Through Dec 11: $455 / After: $495 UCLA: 5272 Boelter Hall Wed 7-10pm, Jan 11-Mar 21, 11 mtgs Terri L. Horton, MBA, President, TLT Consulting, LLC

an Advertising Campaign

EE Consumer

Market Research

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

Business, Management & Legal

43

Online Courses
For technical requirements see page 4.
EE Marketing

neW COuRse

Marketing with Google AdWords m

Principles and Practices m

X 160 Management 4 units c Required course in the Certificate in Business Fundamentals. Required course in the Certificate in Business Administration. For more information see page 40. & Reg# W9241B Through Dec 18: $555 / After: $605 Jan 18-Mar 28 Barbara A. Barney-McNamara, MBA, Consultant/ Owner, Marketing Avenue
EE Advertising

Principles and Practices m

X 163 Management 4 units c Elective course in the Certificate in Business Fundamentals. Enrollment limited. For more information see page 40. & Reg# W9327B Through Dec 19: $555 / After: $605 Jan 19-Mar 29 David G. Mahal, AEMBA, President, DGM Associates
EE New

X 471.10 Management 4 units This course focuses on how to create and manage a Google AdWords account and the ad creation and optimization process for maximum traffic generation. AdWords campaign management issues are explained, including strategies for selecting optimal keywords critical to the success of AdWords ads. Other topics include bidding strategies for keywords, quality score and click-thru rate (CTR) metrics, computing return on investments (ROI) as it pertains to AdWords advertising, analytics service in conjunction with AdWords, and Google Analytics and Google Website Optimizer for maximizing ad effectiveness. Required course in Marketing Certificate with Concentration in Social Media and Web Analytics. Reg# W9326B Through Dec 18: $555 / After: $605 Jan 18-Mar 28 Ash Pahwa, PhD, CEO, AssaySoft, Inc.
EE Green

Personal Finance Sequence
Financial Empowerment in a Convenient Format
Enhance your financial literacy by attending the Personal Finance Sequence. These 3 seminars outline strategies and techniques for successfully managing your finances to help you reach your long-term financial goals.
The 1-day seminars can be taken individually or you can enroll in all 3 and receive a $50 rebate after completing all 3 seminars. Early enrollment is highly recommended. For more information call (310) 825-4938 or visit uclaextension.edu/pf-sequence. Offered This Quarter Moving from Debt to Wealth on any income tax strategies for Building and Maintaining Wealth Mutual Funds investing: Making the Right Choices Page 44.

X 460.394 Management 4 units For more information see page 41. & Reg# W9418B Through Dec 17: $555 / After: $605 Jan 17-Mar 27 Matthew Gilbert, MBA, Managing Director/Owner, Generative Learning Group

Media Marketing m

X 480.5 Management 4 units Elective course in Global Sustainability Certificate. Enrollment limited; early enrollment advised. For more information see page 27. & Reg# W9179B Through Dec 19: $555 / After: $605 Jan 19-Mar 29 Alexandre P. Nascimento, MBA, PMP

Marketing Strategies m

Personal Finance
For more information call (310) 825-4938 or email [email protected].

Fundamentals of Personal Finance
Here’s the course you wish you had taken back in college! Relevant for anyone at any age and any financial background, this course provides the information and underlying principles to understand your finances. Learn the essentials of cash and credit management, investment basics, asset protection, planning for retirement, and more. By the time you leave the class, you’ll have a step-by-step plan to enhance your financial future.

EE The

Power of Brand: Brand Management m

X 460.41 Management 4 units For more information see page 41. & Reg# W9243B Through Dec 19: $555 / After: $605 Jan 19-Mar 29 Robert J. Liljenwall, MBA, President, The Liljenwall Group; recipient, UCLA Extension Distinguished Instructor Award, 2007
EE Integrated

The courses and seminars in this section are designed for individuals who are seeking a better understanding of their own personal finances. Instruction covers a variety of topics, including investments, money management and budgeting, educational funding, asset protection and insurance, and retirement planning.
EE Fundamentals

Marketing Communications m

X 460.52 Management 4 units Enrollment limited. For more information see page 42. & Reg# W9295B Through Dec 17: $555 / After: $605 Jan 17-Mar 27 Enrollment deadline: Jan 21 Steven Van Hook, PhD, Founder, World Wide Media Relations

Media Planning and Analysis m

X 463.4OL Management 4 units This course examines the function and objective of the media, as well as the stucture and operation of agency media departments. Topics include fundamentals of media research, evaluation and function of major media forms, media programs in relationship to consumer product usage patterns, costs and weight evaluations, and writing a media plan. For technical requirements see page 4. Enrollment limited. Reg# W9323B Through Dec 17: $555 / After: $605 Jan 17-Mar 27 Keith A. Gosselin, MBA, President, KKG Marketing Consultants
EE Consumer

X 430.61 Management 4 units This is the one course that everyone wishes they had taken back in college. Intended for individuals of any age and financial background, this course provides the fundamentals and underlying principles of personal finance. Instruction provides a comprehensive review in the areas of cash management and consumer credit; investment basics including stocks, bonds, and mutual funds; housing and other consumer decisions; insurance; legal protection; retirement planning; funding educational expenses; and estate planning. Students learn the essentials of financial planning so that they can make informed decisions regarding their personal finances and long-term financial security. Participants leave the class with a thorough understanding of planning techniques and a step-by-step approach for putting these techniques into action. & Reg# W9379B Through Dec 10: $425 / After: $465 UCLA: 2278 School of Public Affairs Bldg. Tue 6:30-9:30pm, Jan 10-Mar 27, 12 mtgs Steven L. Gail, BA, Registered Option Principal, Amerivet Securities, Inc.

of Personal Finance

This page. For more information call (310) 825-4938.

Wealth That Lasts

X 466 Management 4 units Enrollment limited. For more information see page 42. & Reg# W9245B Through Dec 17: $555 / After: $605 Jan 17-Mar 27 Bianca Maria Philippi, EdM, President, Creative Insights

Market Research m

833.641 Management 1.8 CEU Managing personal wealth is a business that should be guided by solid plans based on your goals, assets and lifestyle needs. Yet many individuals and families treat their investments in a non-businesslike manner. This course is designed exclusively for affluent individuals and families who want to learn how to better manage their wealth in a proactive, comprehensive, and objective manner. In an easily communicated way, the course teaches you, the individual investor, how to apply a process-driven approach to wealth management by focusing first on your personal goals and objectives. Instructors work with you to ultimately develop a

customized plan that is designed to preserve and grow your wealth, help you gain confidence to manage your financial team, and provide the tools you need to manage your wealth like a business. Enrollment limited. Advance enrollment highly recommended. Participants may enroll at the door, space permitting. Reg# W8966B (Singles) Fee: $1,095 Reg# W8968B (Couples) Fee: $1,095 Westwood: 204 ABC Extension Lindbrook Center Wed 6-8:30pm, Feb 8-Mar 7, 5 mtgs Robert J. Bancroft, BS, CIMA, AAMS, CIMC Jason K. Bleimeyer, BS, CIMA, CIMC Reg# W8967B (Singles) Fee: $1,095 Reg# W8969B (Couples) Fee: $1,095 Scottsdale AZ: The Westin Kierland Resort & Spa, 6902 E. Greenway Parkway Wed 6-8:30pm, Feb 8-Mar 7, 5 mtgs Robert J. Bancroft, BS, CIMA, AAMS, CIMC Jason K. Bleimeyer, BS, CIMA, CIMC

Private Wealth Management

833.648 Management 1.4 CEU Maintaining and growing wealth are difficult and require different skills than those needed to create wealth. In this program, wealth owners, their families, and their family executives learn to manage their wealth more effectively and build more productive relationships with advisors. Designed for those with significant financial investments, this forum takes an integrated and strategic approach to wealth management, weaving together issues of family, investment, and tax and estate planning. Reg# W9778B Through Jan 23: $269 / After: $295 Beverly Hills: Beverly Wilshire Hotel, 9500 Wilshire Blvd. ✷✷ Thu & Fri 9am-5:30pm, Feb 23 & 24, 2 mtgs Walter J. Clarke, Managing Partner, Oxford Investment Partners

44

Business, Management & Legal
Reg# W9247B Through Dec 21: $95 / After: $105 Westwood: 209 Extension Lindbrook Center ✷✷ Sat 9am-4pm, Jan 21, 1 mtg Rennie Gabriel, BA, CLU, CFP®, President, The Financial Coach, Inc.

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

833.813 Management 1 CEU (Includes course materials.) This course is ideal for those who are recently retired and those concerned financially about whether or not they will be able to retire some day. Unlike other retirement planning courses that focus solely on the accumulation of assets, this course also covers the transition from accumulation to the distribution phase and identifies critical financial strategies so you don’t outlive your money. Key planning areas covered include identifying the most common mistakes that retirees make and how to avoid them, determining the income you will need in retirement and where it will come from, a review of withdrawal rate strategies based on recent academic studies, and creating a lifelong income so you won’t outlive your money. Participants leave the class with a clearer understanding of how to analyze their options and successfully manage their own transition from accumulation to distribution. This course also includes many examples of real life retirement and investment situations. Enrollment limited. Advance enrollment highly recommended. Participants may enroll at the door, space permitting; payment by credit card only. Reg# W8971B Through Jan 28: $305 / After: $335 Westwood: 214 Extension Lindbrook Center Tue 6:30-9:30pm, Feb 28-Mar 20, 4 mtgs Paul F. Heising, MBA, CFP®

Your Transition to Retirement: Creating a Lifelong Income

Personal Financial Planning
For more information call (310) 206-1689 or email [email protected].

Reg# W9186B Through Dec 12: $425 / After: $465 UCLA: 146 Dodd Hall Thu 6:30-9:30pm, Jan 12-Mar 29, 12 mtgs Stephen T. Minihan, MBA, CFP®, Westlake Financial Advisors
EE Investments

Tax Strategies for Building and Maintaining Wealth

833.817 Management 2.6 CEU Why do women need to be smart with money? Money is the vehicle to financial empowerment and a key element for living life to its fullest. This course illustrates how to take control of your financial future—slowly, steadily, and with proven success. Learn how to set and achieve their financial goals; how to live past retirement age within their income; and how to leverage money, investments, and other resources for both themselves and their family. Additional topics include being prepared for emergency spending, alternative methods for selfemployed individuals to protect investments and wealth, planning for a legacy for your family, learning about your relationship with money, and debt and credit management. You leave the class empowered to embrace the investment world during these changing times. Reg# W8770B Through Jan 25: $385 / After: $419 UCLA: 1425 Physics & Astronomy Bldg. ✷✷ Sat 9am-3pm, Feb 25-Mar 31, 6 mtgs Kenia Davalos, MPA, BA, County Commissioner, Small Business, Harvard Business School Graduate Corporate Governance

Empowering Women Who Want Financial Health and Wealth

833.64 Management 0.7 CEU (Includes course materials.) This 1-day seminar is designed for individuals who are interested in implementing proven tax strategies for reducing overall tax liabilities and increasing cash flow. Participants learn how to lower or defer federal and state income taxes, capital gains taxes, and estate taxes. The seminar includes a multi-line analysis of the 1040 tax form in terms of both a tax strategy and financial-planning perspective. Current pension law also is reviewed to determine the best options for managing retirement assets, including pensions, IRAs, and 401K plans, to ensure desired distribution benefits and a maximum transfer of wealth. Enrollment limited. Advance enrollment highly recommended. Participants may enroll at the door, space permitting; payment by credit card only. Reg# W9269B Through Jan 25: $95 / After: $105 Westwood: 214 Extension Lindbrook Center ✷✷ Sat 9am-4pm, Feb 25, 1 mtg David R. Bergmann, BS, CFP®, EA, CLU, ChFC, Managing Principal, The David R. Bergmann Group

The courses in this section are part of UCLA Extension’s evening/online Personal Financial Planning Certificate and are intended for current financial planning professionals who want to expand their careers or students who are planning to pursue a career change in this profession. The courses also provide approved course work for students who also are planning to sit for the CFP® Certification Examination. JOSEPH G. DEVANNEY SCHOLARSHIP Students who are pursuing the Personal Financial Planning Certificate may be eligible for the Joseph G. Devanney Scholarship. For more information call (310) 825-7728.
EE Survey

neW seMinaR

Investing in Mutual Funds and ETFs

Seminars
Moving from Debt to Wealth on Any Income

833.613 Management 0.7 CEU (Includes course materials.) Today, investors can choose from thousands of mutual funds and exchange traded funds (ETFs) when trying to put together the optimum investment portfolio for meeting long-term financial objectives. To navigate this maze of options, investors need a solid understanding of the risks and rewards offered by these popular investment vehicles. This 1-day seminar begins with a review of basic investment principles, including an overview of the equity and bond markets, alternative asset classes, and a history of the mutual funds and ETF industries. Participants are introduced to various investment styles and strategies (index vs. actively managed funds; financial risk-balancing techniques; and the selection process using fund prospectuses, annual reports, and online resources). Students leave with a better understanding on how to construct a diversified mutual fund and ETF portfolio. Enrollment limited. Advance enrollment highly recommended. Participants may enroll at the door, space permitting; payment by credit card only. Reg# W9578B Through Feb 17: $95 / After: $105 Westwood: 214 Extension Lindbrook Center ✷✷ Sat 9am-3pm, Mar 17, 1 mtg Instructor to be announced

X 430.31 Management 4 units 34 hours of MCLE credit available. 15 hours of California Department of Insurance Continuing Education credit available. This course introduces students to the profession of personal financial planning, emphasizing the identification and quantification of financial objectives and the interrelated facets of a wide range of technical personal financial planning material. The course is intended for individuals who wish to become practitioners in financial planning, those considering a career transition, and for professionals currently in the financial services industry seeking to advance their careers—bankers, insurance and security brokers, investment and financial advisors, real estate professionals, CPAs, trust officers, and attorneys. Topics include qualitative and quantitative methods used in the financial planning decision-making process. Principles of income taxation, investment analysis and procedure, insurance, employment benefit plans, estate planning, cash-flow management, ethics, strategies, and processes of professional practice are covered. Required course in Personal Financial Planning Certificate. May be taken prior to or concurrently with X 430.391 Financial Analysis in Personal Financial Planning. Both of these courses must be taken before all other courses in the Certificate in Personal Financial Planning. & Reg# W9155B Through Dec 10: $425 / After: $465 UCLA: 170 Dodd Hall Tue 6:30-9:30pm, Jan 10-Mar 27, 12 mtgs Todd S. Davidson, JD, Certificate in Personal Financial Planning, UCLA Extension; Owner, Davidson Financial Planning

of Personal Financial Planning

X 430.32 Management 4 units 34 hours of MCLE credit available. An examination of the role of various investment vehicles in meeting financial goals, securities markets and sources of information about the various instruments traded, and the procedure of trades. This course introduces various market theories, including modern portfolio theory and the extension to this theory by Markowitz and Sharpe. Other topics include the analysis of business cycles; market analysis; analysis of individual companies; the market in debt instruments; and alternative instruments, including options, warrants, convertibles, commodity futures, mutual funds, and tangibles. Prerequisite: X 430.31 Survey of Personal Financial Planning and X 430.391 Financial Analysis in Personal Financial Planning, or consent of instructor. Required course in Personal Financial Planning Certificate. Internet access required to retrieve course materials. & Reg# W9187B Through Dec 10: $425 / After: $465 UCLA: 167 Dodd Hall Tue 6:30-9:30pm, Jan 10-Mar 27, 12 mtgs Stephen T. Minihan, MBA, CFP®, Westlake Financial Advisors
EE Income

in Personal Financial Planning

Taxation in Personal Financial Planning

EE Financial

833.61 Management 0.7 CEU (Includes course materials) If it seems like all the money you earn comes in one hand and just goes out the other, you’re not alone. Over 90% of our population has not been taught the basics of handling money effectively and only an estimated 10-20% of American workers and business owners will retire feeling financially secure. In this seminar, participants learn a revolutionary system to move from debt to financial independence, a system which is consistently practiced by the wealthiest people in the country. Topics include how to set and achieve your financial goals, living within your income, getting out of credit card debt, saving 10-20% of your gross income each month, handling emergency spending without a financial disaster, and learning how to spend money. Students leave the seminar with practical techniques and strategies that can be implemented immediately. Enrollment limited. Advance enrollment highly recommended. Participants may enroll at the door, space permitting; payment by credit card only. kkk

Online Courses
For technical requirements see page 4.
EE Fundamentals

Analysis in Personal Financial Planning

Finance m

of Personal

X 430.61 Management 4 units Enrollment limited. For more information see page 43. & Reg# W8741B Through Dec 18: $555 / After: $605 Jan 18-Mar 28 Britt Hastey, MS, MBA, Vice Chair, Business Administration Department, Los Angeles City College

X 430.391 Management 4 units 34 hours of MCLE credit available, including 3 hours of Legal Ethics. 6 hours of California Department of Insurance continuing education credit available. This course covers the basic analytic tools and mathematical techniques used in personal financial planning and introduces the economic concepts underlying the profession. Topics include percentage calculations, family cash flows, basic corporate financial statements, interest and compound growth, understanding the financial section of the newspaper, bond yield calculations, internal rate of return, net present value, basic statistics, and equity analysis. Economic concepts covered include national income accounting, the Federal Reserve System, economic indicators, recession, depression, inflation, deflation, supply and demand, and the money supply. HP 12C calculator required. May be taken concurrently with X 430.31 Survey of Personal Financial Planning. Both of these courses must be taken before all other courses in the Certificate in Personal Financial Planning. Required course in Personal Financial Planning Certificate. Internet access required to retrieve course materials. & kkk

X 430.33 Management 4 units 34 hours of MCLE credit available. This course examines the issues and determination of tax liability for numerous events and activities as they relate to the financial plan. Students are provided with the information and tools of income taxation necessary for making financial planning decisions within the context of either personal or client financial goals and objectives. Topics include tax issues and concepts in relation to insurance, investments, benefit planning, intrafamily transactions, and business operations. Students are taught and asked to demonstrate an understanding of the following planning techniques: excluding income, deferring income, shifting income, and managing or timing income. Prerequisite: X 430.31 Survey of Personal Financial Planning, X 430.391 Financial Analysis in Personal Financial Planning, and X 427.08 Fundamentals of Tax Preparation, or X 127 Federal Income Taxation, or consent of instructor. Required course in Personal Financial Planning Certificate. Core course in the Taxation Certificate. & Reg# W9343B Through Dec 12: $425 / After: $465 UCLA: 167 Dodd Hall Thu 6:30-9:30pm, Jan 12-Mar 29, 12 mtgs David R. Bergmann, BS, CFP®, EA, CLU, ChFC, Managing Principal, The David R. Bergmann Group
EE Personal

Financial Planning Practicum

X 430.38 Management 4 units 34 hours of MCLE credit available. Students enrolled in this course are eligible to apply for the Joseph G. Devanney Scholarship which is awarded each academic quarter to offset course fees for X 430.38 Personal Financial Planning Practicum (classroom or online). The scholarship will underwrite the full cost of the course. For information call (310) 825-7728. The capstone course in the Certificate in Personal Financial Planning, this practicum examines the business and professional practicalities of establishing and running/working in a financial counseling practice, including ethics, marketing, fee setting, and staff development. Students review/apply practical techniques in working with clients and engage in the entire process of preparing and presenting a financial plan in an environment of non-liability. A grade of B or better is required to pass this course and obtain the certificate. Prerequisite: Completion of the other seven required courses in the Personal Financial Planning

Enroll at uclaextension.edu or call (310) 825-9971
Certificate. Required course in Personal Financial Planning Certificate. Enrollment limited. & Reg# W9191B Through Dec 10: $525 / After: $575 UCLA: 162 Dodd Hall Tue 6:30-9:30pm, Jan 10-Mar 27, 12 mtgs Patricia D. Hausknost, MBA, CFP®, Senior Vice President, City National Bank Michael Hausknost, BS, CFP, Senior Vice President, City National Bank
EE Internship

Business, Management & Legal

45

have completed UCLA Extension’s Certificate in Personal Financial Planning may enroll at reduced fees; for more information call (310) 206-1689.

in Personal Financial Planning

X 430.383 Management 5 units The internship provides practical experience in a variety of financial planning job functions for companies offering these services, and is an opportunity to apply the material previously studied in your personal financial planning courses. Students intern with sponsoring companies for a minimum of 75 hours. International students must contact the International Student Office at (310) 825-9351 to confirm eligibility. Visitors not permitted. Restricted course; web enrollments automatically generate a “Permission to Enroll” request, after which our advisor will contact you. Students enrolled in the Personal Financial Planning Certificate qualify for a discounted fee. Mention this to the adviser when contacted. For more information see page 26. Reg# W9345B Fee: $635 David R. Bergmann, BS, CFP®, EA, CLU, ChFC, Managing Principal, The David R. Bergmann Group
EE Estate

X 439.3 Management 4 units 34 hours of MCLE credit available, including 1 hour of Legal Ethics and 0.5 hour of Elimination of Bias. 36 hours of California Department of Insurance continuing education credit available. This course is designed to aid accountants, trust officers, attorneys, life insurance underwriters, and financial planners in solving estate planning problems. Topics include tax objectives, wills and living trusts, the unlimited marital deduction, saving the “second tax,” holding title to property, lifetime gifts and trusts, life insurance and annuities, employee benefit plans, business interests, and post-death problems. Recent tax law changes also are covered. Required course in the Personal Financial Planning Certificate. Core course in the Taxation Certificate. & Reg# W9190B Through Dec 11: $425 / After: $465 UCLA: 167 Dodd Hall Wed 6:30-9:30pm, Jan 11-Mar 28, 12 mtgs Jonathan S. Forster, BA, JD, Partner, Weinstock, Manion, Reisman, Shore & Neumann, A Law Corporation

Planning

833.378AB Management 3.1 CEU (Students who have completed UCLA Extension’s Certificate in Personal Financial Planning may enroll at the reduced fee of $395 through Aug 24 and $445 after; for more information call (310) 206-1689.) This 4-day in-depth review primer is designed to provide an “extra step” for students who are preparing for the CFP® Certification Examination. The course is specifically ideal for students who have completed their educational requirement through a CFP Board-registered program over an extended time period, as well as for financial professionals who are planning to sit for the exam on a challenge basis. The curriculum includes: 1) strategies for approaching case studies and accompanying questions, covering a total of 4 comprehensive cases, 2) advanced calculator usage and problems including three-step process for education and retirement planning, loan amortization, investment formula calculations, and 3) test-taking techniques and methodology. In addition, students solve financial problems both independently and in a group study environment to help increase their critical thinking and sharpen their test taking skills. This course is recommended to be taken in conjunction with the 6-day Review Course for the CFP® Certification Examination course (also offered this quarter), as a supplement to further assist students during their review study time. It is highly recommended that students prepurchase their review course study materials prior to attendance by calling (310) 206-1689. & Reg# W8269B Through Dec 21: $495 / After: $545 Westwood: 211 UCLA Extension Bldg. ✷✷ Sat & Sun 8am-6pm, Jan 21-29, 4 mtgs Linda L. Hewitt, BS, CFP®, CRPC, Co-Founder, Financial Planning Educational Solutions Nancy J. Le Claire, BA, CPA, CFP®, Co-Founder, Financial Planning Educational Solutions

Review Primer for the CFP Certification Examination

Personal Financial Planning Certificates

Advance your career and get the educational training you need by enrolling in one of our three CFP® Board-registered certificates. Each certificate provides you with a thorough understanding of financial planning standards and practice, and fully prepares you for the CFP Certification Examination. With both classroom-based instruction and web-delivered online courses, you can choose the format and program length that fits your needs and schedule. Evening/Online Program This nationally recognized certificate follows a traditional format and is designed for students who desire the f lexibility of learning in a classroom setting held during the evening or instructor-led online classes. The program is ideal for those transitioning into the financial planning field as well as for current financial professionals looking to advance their careers. The required curriculum can be completed within 2 years. You can begin this program in any quarter. Accelerated Program This intensive certificate is designed for professionals with a 4-year college degree and a minimum of 3 years of relevant work experience in the financial services industry. The curriculum is comprised of individual core courses meeting once per month and the 6-day Review Course. Students complete the required curriculum in approximately 9 months. The next accelerated program begins soon. Visit uclaextension.edu/pfp_accelerated for program dates.

Web-Delivered Program Offered in conjunction with Dalton Education. Courses are delivered in a live, instructor-led, online format and is designed for students with a 4-year degree and a minimum of 3 years of relevant work experience. Students attend “virtual classrooms” via the Internet to interact with instructors and fellow students using a headset and voice over IP technology. Students complete the curriculum in 9 months. The next web-delivered program begins on February 7. More Information Visit uclaextension.edu/pfp_programs or call (310) 206-1654.
CFP® Certification

EE Fundamentals

X 427.08 Management 4 units 39.5 hours of MCLE credit available. Text: Income Tax Fundamentals (2012) by Whittenburg (West). Read Chapter 1 before first class. For more information see page 23. & Reg# W8769B Through Dec 14: $425 / After: $465 Westwood: 201 Extension Lindbrook Center ✷✷ Sat 9am-4pm, Jan 14-Feb 18, 6 mtgs Felicia Duque Black, BA, JD, attorney; Appeals Officer, Internal Revenue Service

of Tax Preparation

CFP Review
UCLA Extension’s CFP Review courses are designed to fully prepare students who are planning to sit for the CFP Certification Examination. The 6-day review course and 4-day primer are intended for students who have successfully completed a CFP® Board-Registered educational program, as well as individuals who plan to sit for the exam based on a challenge basis. Students also are highly encouraged to purchase, at an additional cost, the review course study materials and read them prior to the live review classes in order to fully prepare for the exam. Students who

833.374 Management 5.1 CEU (Students who have completed UCLA Extension’s Certificate in Personal Financial Planning may enroll at the reduced fee of $1,000; for more information call (310) 206-1689.) This 6-day review course is intended for those who have successfully completed a CFP® Board-Registered educational program and are planning to sit for the CFP Certification Examination. The review course also is intended for CPAs and those who plan to sit for the exam based on a challenge basis. The sessions provide an extensive review of the 89 Topics which are the basis for the CFP Certification Examination. The classroom environment helps build self-confidence and increase knowledge while providing immediate feedback from the instructors and other participants so you can perform your best on the exam. Exercises review several case studies and employ the necessary techniques to approach the various types of exam questions. Enrollment limited; early enrollment advised. Students are highly encouraged to purchase at an additional cost the review course study materials and read them prior to the live review. For more information call (310) 206-1689. Visitors not permitted. Reg# W8270B Fee: $1,150 Westwood: 320 1010 Westwood Center ✷✷ Thu, Fri & Sat 8am-6pm, Feb 9-25, 6 mtgs (no mtg 2/16, 2/17 & 2/18) Nancy J. Le Claire, BA, CPA, CFP®, Co-Founder, Financial Planning Educational Solutions Linda L. Hewitt, BS, CFP®, CRPC, Co-Founder, Financial Planning Educational Solutions

Review Course for the CFP Certification Examination

For information on earning CFP® certification, contact the Certified Financial Planner Board of Standards, Inc. at (800) 487-1497 or visit cfp.net.

information session
Learn more about our Financial Planning Programs and CFP® Certification process. Thu, Mar 29 6-7:30 pm Westwood: 202 Extension Lindbrook Center To reserve a space for this event call (310) 206-1689 or email [email protected].

Certified Financial Planner Board of Standards, Inc. owns the marks CFP®, Certified finanCial Planner®, and CFP (with flame logo)®, which it awards to individuals who successfully complete initial and ongoing certification requirements. UCLA Extension does not certify individuals to use the CFP®, Certified finanCial Planner®, and CFP (with flame logo)® certification marks. CFP certification is granted only by Certified Financial Planner Board of Standards to those persons who, in addition to completing an educational requirement, such as this CFP Board-Registered Program, have met its ethics, experience, and examination requirements.

46

Business, Management & Legal

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

Attend a Free Information Session!

Personal Financial Planning
Thu, Mar 29, 6-7:30pm
Westwood: 202 Extension Lindbrook Center Event starts promptly at 6pm. Learn how UCLA Extension’s Certificate in Personal Financial Planning programs can provide you with the skills needed to help set you apart as a qualified financial planner and prepare you for the CFP® Certification Examination. The structured program includes presentations from leading professionals regarding the financial planning industry and the CFP® certification process. Hear from staff and instructors regarding our three nationally recognized programs: • Evening/Online program • Accelerated program • Web-delivered program • CFP® Review Also, enter a drawing to win course discounts.
(310) 206-1689.

CFP® Review Courses
Our CFP® Review courses are designed to fully prepare you for the CFP® Certification examination. These live-review courses present proven test-taking strategies for successfully approaching the various types of exam questions. CFP® Review Course A 6-day review of the exam topics; includes exercises covering several case studies. CFP® Review Primer A 4-day, highly interactive course recommended to be taken along with the 6-day review.

Instructors:

Linda L. Hewitt, BS, CFP®, CRPC, and Nancy J. Le Claire,

BA, CPA, CFP®, Co-Founders, Financial Planning Educational Solutions

Students who have completed UCLA Extension’s Certificate in Personal Financial Planning may enroll at a reduced fee. Page 45.
(310) 206-1689 or visit

For more information call

uclaextension.edu/pfp_cfpreview.

For more information call

Seminars
Ethics in Personal Financial Planning
833.379 Management 0.7 CEU Accepted by the Certified Financial Planner Board of Standards, Inc. for 2 hours of continuing education. 6.75 hours of MCLE credit available. (Includes course materials.) This one-day workshop explores elements of ethical decision making and conduct by examining the key definitions, issues, and theories of business ethics as they pertain to personal financial planners and those that render personal financial and/or tax advice. Key ethical standards specific to the financial planning profession, including those who offer tax advice, are explored, highlighting the unique role of the financial planner as a “trusted advisor” to his/her client. The seminar reviews the Code of Ethics requirements adopted by Certified Financial Planner Board of Standards Inc. (CFP Board) that are applied to CFP Board designees actively involved in the practice of personal financial planning. Compliance with the Code of Ethics also is reviewed. In addition, instruction includes a review of IRS Circular 230 covering financial planning engagements and the possible impact of Circular 230 on rendering such advice. This course is intended to satisfy both the CFP Board and IRS Enrolled Agent ethics requirements. Required course in the Personal Financial Planning Certificate. Enrollment limited to 35 students. Advance enrollment is highly recommended. Single admission at the door, space permitting; payment by credit card only. Reg# W9355B Through Feb 3: $139 / After: $150 Westwood: 209 Extension Lindbrook Center ✷✷ Sat 9am-4pm, Mar 3, 1 mtg David R. Bergmann, BS, CFP®, EA, CLU, ChFC, Managing Principal, The David R. Bergmann Group

Online Courses
For technical requirements see page 4.
EE Survey

of Personal Financial Planning m

X 430.31 Management 4 units 34 hours of MCLE credit available; 15 hours of California Department of Insurance Continuing Education credit available. Required course in Certificate in Personal Financial Planning. Enrollment limited. May be taken prior to or concurrently with X 430.391 Financial Analysis in Personal Financial Planning. This course and X 430.391 Financial Analysis in Personal Financial Planning must be taken before all other courses in the Professional Designation in Personal Financial Planning. For more information see page 44. & Reg# W8892B Through Dec 11: $555 / After: $605 Jan 11-Mar 21 Robert L. Watson, MBA, Financial Advisor, ING Financial Partners
EE Financial

from all of the above. Recent legislation is examined. For technical requirements see page 4. Prerequisite: X 430.31 Survey of Personal Financial Planning, X 430.391 Financial Analysis in Personal Financial Planning, or consent of instructor. Required course in the Certificate in Taxation. Required course in Certificate in Personal Financial Planning. Enrollment limited. & Reg# W8895B Through Dec 18: $555 / After: $605 Jan 18-Mar 28 Kwang Woo (Ken) Park, CFP®, PhD, Assistant Professor, Minnesota State University
EE Insurance

Public Relations
For more information about a specific course call (310) 206-1555 or email [email protected].

Courses are endorsed by the Greater Los Angeles Chapter of the Public Relations Society of America.

Entertainment Public Relations

in Personal Financial Planning m

X 430.391 Management 4 units 34 hours of MCLE credit available, including 3 hours of Legal Ethics; 6 hours of California Department of Insurance Continuing Education credit available. Required course in Certificate in Personal Financial Planning. Enrollment limited. For more information see page 44. & Reg# W8893B Through Dec 11: $555 / After: $605 Jan 11-Mar 21 Daniel F. Casey, MBA, Certificate in Personal Financial Planning, UCLA Extension, CFP®, Financial West Group
EE Retirement

Analysis in Personal Financial Planning m

X 430.35 Management 4 units 34 hours of MCLE credit available. 36 hours of California Department of Insurance Continuing Education credit available. This course analyzes fundamental insurance principles and approaches to insurance needs. Instruction covers life, health, property, casualty, and liability insurance, as well as the role insurance plays in financial and estate planning. Participants learn to integrate personal and capital insurance needs into a comprehensive financial plan. For technical requirements see page 4. Prerequisite: X 430.31 Survey of Personal Financial Planning, X 430.391 Financial Analysis in Personal Financial Planning, or consent of instructor. Required course in Certificate in Personal Financial Planning. Enrollment limited. & Reg# W8894B Through Dec 18: $555 / After: $605 Jan 18-Mar 28 Instructor to be announced
EE Personal

Financial Planning Practicum m

X 414.5 Communication 2 units This one-of-a-kind course offers you access to leading experts in the entertainment public relations industry who share their perspectives on strategic planning for all forms of entertainment, the future of Hollywood, and the larger entertainment industry as well as successful career management in this competitive field. The instructors and guest speakers present “insider” information on publicity campaigns for film and television; actors, directors, writers, producers and other individuals; studios, companies and special events. Related assignments are designed to enrich your understanding of creative, effective, and strategic planning for the overall entertainment industry and to develop a vision for your professional future. Required course toward Public Relations with Concentration in Entertainment Publicity Certificate. Reg# W8775B Through Dec 31: $385 / After: $419 UCLA: 5273 Boelter Hall Tue 7-10pm, Jan 31-Mar 6, 6 mtgs Enrollment deadline: Feb 7 Henri Bollinger, Founder, Henri Bollinger Associates; President/Founding Member, Entertainment Publicists Professional Society; former president, The Publicists Guild of America Julian Myers, President, Julian Myers Public Relations
EE Public

neW seMinaR

Investing in Mutual Funds and ETFs

833.613 Management 0.7 CEU (Includes course materials.) Enrollment limited. Advance enrollment highly recommended. Participants may enroll at the door, space permitting; payment by credit card only. For more information see page 44. Reg# W9578B Through Feb 17: $95 / After: $105 Westwood: 214 Extension Lindbrook Center ✷✷ Sat 9am-3pm, Mar 17, 1 mtg Instructor to be announced

X 427.904 Management 4 units 34 hours of MCLE credit available, including 1 hour of Legal Ethics. An online survey of the various plans available to provide retirement and other investment-oriented employment benefits to employees, significant planning opportunities for tax deferral and capital accumulation, and the advantages and disadvantages of various alternatives. Topics include stock options, non-qualified deferred compensation plans, Section 125 cafeteria plans, and other nonpension-related benefits. Instruction emphasizes qualified corporate retirement plans, including pension and profit-sharing plans; non-corporate retirement programs, such as Keogh plans, IRAs, and; fiduciary responsibility requirements in connection with retirement plans; and taxation and timing of benefits

Plans and Other Employee Benefits m

X 430.38 Management 4 units 34 hours of MCLE credit available. Prerequisite: Completion of seven Group A required courses in the Certificate in Personal Financial Planning, plus one course from Group B. Required course in Certificate in Personal Financial Planning. Enrollment limited. For more information see page 44. & Reg# W8896B Through Dec 11: $555 / After: $605 Jan 11-Mar 21 Daniel F. Casey, MBA, Certificate in Personal Financial Planning, UCLA Extension, CFP®, Financial West Group

X 417 Communication 5 units Internships are an important first step in résumé building, developing a professional network, and getting one’s foot in the door. The Public Relations Internship option offers certificate students in advanced standing an opportunity to acquire real-world experience, providing a crucial link between the classroom and the field. Interns work a minimum of 75 hours during one quarter and earn 5 units of elective credit toward the Public Relations Certificate Program. An Internship Coordinator (a UCLA Extension journalism instructor) monitors the internship throughout to ensure a substantive learning experience. Students must earn a passing grade of “C” or better in order to receive credit. Most internships are unpaid; however, some offer a modest stipend and/or flexible working hours. For more information and an application, email [email protected] or call

Relations Internship

Enroll at uclaextension.edu or call (310) 825-9971
(310) 825-1238. Prerequisite: Open only to students who have established candidacy in a Public Relations Certificate and have completed the prerequisite courses with a letter grade of “B” or better. X 451 Fundamentals of Public Relations, X 432 Fundamentals of Reporting and Writing I, X 439 Writing for Public Relations, X 478.5 Crisis Management and Communications: Safeguarding Image and Viability. Elective credit toward Public Relations Certificate. Visitors not permitted. Restricted course; call (310) 825-1238 for permission to enroll. Web enrollments automatically generate a “Permission to Enroll” request. Reg# W8777B Fee: $635 Erik Deutsch, Principal, Excel PR Group; strategic communications specialist with 15 years’ experience in public relations, marketing, and editorial services; managing editor, SoCalBio Synergies; former staff and consultant for Manning Selvage & Lee, Porter Novelli, and Edelman Worldwide; former writer and editor, Phillips Business Communication X 432 Journalism 3 units Both experienced journalists and novices gain skills in this course that focuses on the foundation of writing a good publishable news story, feature, or profile. Exercises center on clear, and tight writing; interviewing techniques; diverse leads; ethical issues; and other critical skills for careers or freelancers in public relations or broadcast, print, and online journalism. Students dissect stories in all different formats and learn how to find solid sources, get compelling quotes, and structure complex stories. Prerequisite: Proficiency in college-level writing. Required course toward Journalism and Public Relations Certificates and recommended to take as one of the initial courses. Enrollment limited to 30 students. Internet access required to retrieve course materials. & Reg# W9224B Through Dec 24: $429 / After: $469 UCLA: 162 Royce Hall Tue 7-10pm, Jan 24-Mar 20, 9 mtgs Richard Denham Hendrickson, PhD in Communication Studies, Bowling Green State University and promotional activities than most other public relations, fundraising, and marketing strategies. Contacting and working with celebrities, however, can require critical research and specialized rules of protocol, not to mention the myriad details that can make or break your event or project. This course covers selecting the right celebrity for your audience and budget, how to find and research celebrity contact information, understanding the best approach and the right “door to enter” with your request, what motivates a celebrity to say “Yes,” how much will the celebrity and his/her expenses cost, and the details you need to consider after a celebrity says “Yes.” Special guest speakers include a panel of celebrities. Elective credit toward Fundraising and Public Relations Certificates. Enrollment limited; no enrollment at the door. Reg# W8799B Through Feb 3: $175 / After: $189 UCLA: 5272 Boelter Hall ✷✷ Sat 9am-4:30pm, Mar 3, 1 mtg Enrollment deadline: Mar 2 Rita Tateel, immediate past president, Public Relations Society of America, Los Angeles Chapter; Founder/ President, The Celebrity Source, Inc.; advisor to Association of Celebrity Personal Assistants

Business, Management & Legal

47

Public Relations Certificate
The Public Relations Certificate program affords unparalleled prospects to help launch or advance your PR career.
This comprehensive program, recognized for its long-standing reputation for developing outstanding PR professionals in Los Angeles, is designed for aspiring and mid-career public relations practitioners. This 26-unit program lays the groundwork necessary to embark on your career in the exciting field of Public Relations, as well as enhancing skills with targeted training. Foundation courses focus on developing essential PR skills, such as writing, executing successful publicity campaigns, and developing relationships. Other courses build on this and help you advance your skills in crisis management, social media, strategic planning, and cause-related marketing.

Ethics Requirement
891.02 Business ethics May be taken at any time during the program; also offered online

Electives (6 Units Required)
Public Relations internship X 425 Best Practices in social Media for the Communications Professional X 407 tV Publicity for the entertainment industry X 409 Public Relations for nonprofit Organizations X 414.5 entertainment Public Relations X 403 Film Publicity for the entertainment industry X 468 Recruiting and Coordinating Celebrities/talent for special events, spokespersons, and Product Promotions X 419 Digital newsletters X 453 Communications for Your Career X 441 strategic Writing: an advanced PR Workshop X 420 Powerful Public speaking tools for Public Relations Professionals X 430 starting and Building a successful Public Relations Practice X 482.1 Preparing for a Career in PR
(310) 825-1238.

Reporting and Writing I

Online Courses
For technical requirements see page 4.

Mastering Online Communication: Perfecting Your Digital Marketing Mix m

Writing for Public Relations

X 439 Communication 3 units It is difficult, if not impossible, to succeed in PR without a solid proficiency in writing effective, persuasive, and informative documents. This course covers a variety of PR writing styles and forms that include news releases, pitch letters, biographies, speeches, power memos and crisis communications statements. Instruction focuses on writing in AP style, and different writing strategies and approaches to message formulation and delivery. Prerequisite: X 432 Reporting and Writing I and X 451 Fundamentals of Public Relations, or equivalent experience and consent of the instructor. Required course toward the Public Relations Certificates. Elective credit toward Fundraising Certificate. Enrollment limited; early enrollment advised. & Reg# W8794B Through Dec 26: $395 / After: $435 UCLA: 148 Royce Hall Thu 7-10pm, Jan 26-Mar 22, 9 mtgs Joann Killeen, APR, Fellow, PRSA; President, Killeen Furtney Group; former vice president, marketing communications, Infinite Pictures, Inc., as well as many other senior positions in corporate, agency, and public sector public relations; past national chair/CEO, Public Relations Society of America

X 419 Communication 3 units In today’s digital world, you must take your message online to reach your audience. With the abundance of information online, successful groups need to be sure that their digital communication stands out in the crowd. Regardless of the size of tax status of your organization, you must find an effective way to tell your story online and make sure it is heard. This course demystifies the fear evoking world of digital communications. Specifically, students learn how to create effective e-newsletters, maximize a website, write and send e-blasts that get opened, blogging basics and ways to incorporate social media into the conversation. For technical requirements see page 4. Elective credit toward Public Relations and Fundraising Certificates. Enrollment limited. & Reg# W8778B Through Jan 6: $529 / After: $579 Feb 6-Apr 2 Angela Fentiman, BA, Director of External Affairs, Valley Industry & Commerce Association (VICA).

Required (20 Units Required)
X 451 Fundamentals of Public Relations X 432 Reporting and Writing i X478.5 Crisis Management and Communications: safeguarding image and Viability X 439 Writing for Public Relations X 438 Working with the Media X 464 Public Relations Management XX469 PR in Practice: Putting it all together

For more information call

Fundamentals of Public Relations m

Seminars
Recruiting and Coordinating Celebrities/Talent for Special Events, Spokespersons, and Product Promotions

X 451 Communication 3 units This introduction to the public relations profession focuses on real-life examples that demonstrate the basic theories, principles, and methods of public relations practice. Topics include research, planning, and evaluation, as well as communication tools and techniques, emphasizing problem solving and exposure to various aspects of public relations through guest speakers. For technical requirements see page 4. Required course toward Public Relations Certificate and recommended to take as the initial course along with X 432 Reporting and Writing I. Enrollment limited. & Reg# W8776B Through Dec 25: $529 / After: $579 Jan 25-Mar 21 Robert Z. Chew, President, PFI Strategic Communications, Los Angeles; former executive vice president/ board member, Burson-Marsteller and Grey Advertising’s GCI Group (public relations division). Mr. Chew has worked for many of the world’s largest brand names.

Public Relations Management m

X 468 Communication 1 unit A central feature of most special events and public relations campaigns is the “talent”—the celebrity, speaker, or other individual or group whose participation 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

X 464 Communication 3 units The course, designed for those with either present or future aspirations to higher-level public relations positions, looks at the execution of key managerial PR functions in corporations, agencies, and nonprofit organizations. Instruction examines such responsibilities as staffing, budgeting, and problem-solving techniques as well as designing PR campaigns and communication strategies. Additional topics to be discussed include the ethical and legal concerns of a PR executive and the advisory role he/she plays. Prerequisite: X 451 Fundamentals of Public Relations, X 439 Writing for Public Relations, or equivalent experience and consent of instructor. Required course toward Certificates in Public Relations and recommended to take near end of certificate program. Enrollment limited to 25 students. & Reg# W8801B Through Dec 24: $529 / After: $579 Jan 24-Mar 20 Lili Ungar, Owner, Lili Ungar Public Relations. Ms. Ungar’s former positions include vice president, PMK Public Relations and Baker/Winokur/Ryder Public Relations; director, W. C. Publicity, United Artists; and project coordinator, Columbia Pictures.

Are You Completing Your Certificate?
To take part in Extension’s 2012 Graduation Ceremony in June, you must be officially enrolled in your desired certif icate by February 15, 2012 and have completed your program between Fall 2011 and Summer 2012. If you meet the above criteria call (310) 206-1654 or email [email protected] to save your spot at graduation.

48

Business, Management & Legal

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

Real Estate
For more information about a specific course call (310) 206-1555 or email [email protected].

Real Estate Certificate
Begin or advance your career by pursuing a Real Estate Certificate. Arm yourself with the information and skills you need to succeed in today’s uncertain markets. Students may complete the program without a concentration or with a Concentration in Investments.
Required Prerequisite X 475.1 Real estate Principles Group A: 5 Required Courses X 475.2 Real estate Practice X 475.4 Real estate Finance X 475.5 Real estate appraisal X 476.15 Real estate and Land economics X 476.7 Legal aspects of Real estate Ethics Requirement 891.02 Business ethics May be taken at any time during the program; also offered online. Group B: 4 Required Courses X 477.12 Real estate Development, Construction, and Management of Residential and Retail Properties X 477.13 Commercial Real estate Leasing and sales X 477.9 Real estate investment analysis

Distressed Real Estate: Foreclosures, REOs, Modifications, and Short Sales

Certificates: Real Estate with Concentrations General Business Studies with Concentration in Real Estate Business Administration with Concentration in Real Estate For more information call (310) 206-1654 or visit uclaextension.edu/bamcert. GARY BERTISCH SCHOLARSHIP Students who are pursuing the Real Estate Certificate may be eligible for the Gary Bertisch Scholarship. For more information see page 150. Educational Requirements for the Real Estate Salesperson License: To obtain a real estate salesperson license, you must first qualify for and pass a written examination. The California Department of Real Estate (DRE) general requirements are that you must be 18 years of age or older, have proof of legal presence in the United States (non-California residents should consult the DRE website), and be honest and truthful. In addition to these general requirements, the DRE requires successful completion of three college-level courses to qualify for the real estate salesperson exam as follows: Real Estate Principles and Real Estate Practice Plus one of the following: Real Estate Appraisal Property Management Real Estate Finance Real Estate Economics Legal Aspects of Real Estate Real Estate Office Administration General Accounting Business Law Escrows Mortgage Loan Brokering and Lending Computer Applications in Real Estate Common Interest Developments Licensee must furnish an official transcript as evidence of successful completion of all courses. ADDITIONAL REQUIREMENTS FOR SALESPERSON ISSUED CONDITIONAL LICENSES: Visit www.dre.ca.gov for real estate licensing requirements. EDUCATIONAL REQUIREMENTS FOR THE REAL ESTATE BROKER LICENSE: UCLA Extension offers courses that satisfy all the educational requirements for qualifying to take the Real Estate Broker License Exam. For complete information and/or a list of UCLA Extension courses that correspond to the requirements call (310) 206-1555 or visit uclaextension.edu/realestate.

890.02 Management 1.7 CEU For more information see page 49. Reg# W8759B Through Jan 13: $335 / After: $365 UCLA: 150 Royce Hall Mon 6:30-9:30pm, Feb 13-Mar 26, 6 mtgs Enrollment deadline: Feb 21 Todd Weaver, President, Synergy Commercial Real Estate, Inc.
EE Real

No Concentration
Students selecting this option may fulfill their 4 courses from the following as well as from those listed under the Concentration in Investments. X 432.3 analysis of Financial statements X 476.01 advanced Real estate Finance X 476.83 securitization of Mortgages X 476.87 Mortgage Loan Brokering and Lending X 477.95 using aRgus and spreadsheet Programs for Commercial Real estate analysis An Application for Candidacy must be submitted by the completion of the second course to be officially enrolled. For more information call (310) 825-1238. For an application visit uclaextension.edu/bamcert.

X 475.1 Management 5 units A practical study of the basic principles, economic aspects, and laws of real estate, including the information needed to obtain a real estate license and/or for better management of personal investments. Topics include legal descriptions and estates; encumbrances, liens, and homesteads; agencies; contracts; mathematics; financing and lenders; appraisal; escrow; title insurance; leases, landlords, and tenants; urban economics and planning; taxation; and careers in real estate. Applies toward the mandatory educational requirements for obtaining the California State Real Estate Salesperson or Broker License. & Reg# W8751B Through Dec 9: $515 / After: $565 UCLA: 167 Dodd Hall Mon 6-10pm, Jan 9-Mar 26, 12 mtgs (no mtg 1/16 & 2/20; 2 mtgs to be arranged) Enrollment deadline: Jan 30 Robert Keller, MArch, MSRED, Broker, Warner Center Realty X 475.5 Management 5 units This course surveys the principles and tools of appraising various types of real estate, as well as provides an analysis of value, price, property, and legal rights. Topics include principles of valuation; the real estate market; the relationship between real estate values and economic, social, and government trends; economics of urbanization, including location, value, and use potential; neighborhood analysis; site utilization and property value; estimating site value; the relationship of construction and architecture to cost standards; depreciation; and approaches to cost, market data, and income valuation. Students must complete a demonstration appraisal report. Prerequisite: X 475.1 Real Estate Principles or consent of instructor. Applies toward the mandatory educational requirements for obtaining the California State Real Estate Broker License. & Reg# W8750B Through Dec 10: $515 / After: $565 Downtown Los Angeles: 261 S. Figueroa St., Figueroa Courtyard, Suite 100W, Classroom 106 Tue 6-10pm, Jan 10-Mar 27, 12 mtgs Enrollment deadline: Jan 24 David W. Johnson, MAI, Managing Partner, Johnson, O’Neil & Associates; California State-Certified General Real Estate Appraiser

Estate Principles

EE Real

Estate Appraisal

Concentration in Investments
X 476.2 Property Management X 476.3 Real estate investment Properties X 476.32 shopping Center Development, Leasing, and Management X 476.321 Fundamentals of Commercial Real estate X 476.71 advanced Legal aspects of Real estate X 476.8 Real estate Market analysis X 477.10 Real estate Development

Buying and Managing Apartment Buildings for Profit
Sat, Mar 10
With the array of stocks, bonds, and real estate available to you, just where do you invest? Are you considering buying an apartment building? Do you already own one or more buildings and struggle to get and keep tenants? This course shows you how to buy, own, and operate apartment buildings as a profitable and headachefree business. Learn how to select a building to purchase and analyze the financials, what support staff to hire, how to select tenants, what forms to use, what things you can do yourself vs. when to hire a professional, changing locks in 15 minutes, when to increase or decrease rents, choosing to allow or deny pets, and much more.
Rennie Gabriel, BA, CLU, CFP ,

EE Real

Using Financial Calculators for Real Estate Applications

876.33 Management 2.4 CEU For more information see page 49. & Reg# W8752B Through Jan 9: $355 / After: $389 Westwood: 215 Extension Lindbrook Center Thu 6:30-9:30pm, Feb 9-Mar 29, 8 mtgs Enrollment deadline: Feb 16 Robert Keller, MArch, MSRED, Broker, Warner Center Realty

Instructor:

President, The Financial Coach, Inc. Page 50. For more information call (310) 206-1555.

X 476.15 Management 4 units This course covers the economic foundations of real estate value as well as location theory and the economics of spatial patterns—the forces that shape cities and influence the real estate industry and land uses—and theories of growth and decay of local areas, cities, and regions. Other topics include real estate cycles and business fluctuations and identification of specific urban land use and land values. Prerequisite: X 475.1 Real Estate Principles, previous experience, or consent of instructor. Applies toward the mandatory educational requirements for obtaining the California State Real Estate Broker License. Visitors not permitted. & Reg# W8757B Through Dec 12: $455 / After: $499 Westwood: 213 Extension Lindbrook Center Thu 6-9:15pm, Jan 12-Mar 29, 12 mtgs Enrollment deadline: Jan 26 Marvin N. Nadler, BBA, President, Financial Advisors Realty Company; California State Certified General Real Estate Appraiser

Estate and Land Economics

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

Business, Management & Legal

49

X 476.35 Management 5 units The internship provides practical experience in a variety of real estate job functions and projects including, but are not limited to, real estate finance, real estate appraisal, real estate market analysis, mortgage securitization process, real estate investment analysis, and property management. Prerequisite: Students must be enrolled in and have completed a minimum of five courses in one of the following Business and Management Certificate Programs: Certificate in Real Estate, Certificate in General Business Studies with Concentration Real Estate, Certificate in Business Administration with Concentration in Real Estate. UCLA Extension does not provide placement or guarantee internship availability. Prior to enrollment, students are provided a list of firms offering internship opportunities and should contact the companies directly to arrange an interview. Enrollment is limited to the number of available internships. UCLA Extension’s Department of Business, Management, and Legal Programs must approve of all firms offering internships. To request an application call (310) 825-1238. Visitors not permitted. Certificate students are eligible for a discounted course fee. Please contact the student advisor at (310) 825-1238 for more information. Restricted course; call (310) 825-1238 for permission to enroll. Web enrollments automatically generate a “Permission to Enroll” request. Reg# W8766B Fee: $635 Todd D. Weaver, CCIM, CPM, President, Synergy Commercial Real Estate, Inc.

in Real Estate

Reg# W8761B Through Dec 9: $455 / After: $499 UCLA: 170 Dodd Hall Mon 6:30-9:45pm, Jan 9-Mar 26, 12 mtgs (no mtg 1/16 & 2/20; 2 mtgs to be arranged) Enrollment deadline: Jan 30 Mark S. Ruff, Real Estate Broker, Keller Williams
EE Using

Using Financial Calculators for Real Estate Applications
Harness the full power of your financial tools in this practical course. Designed specifically for brokers, salespersons, investors, and others, instruction focuses on today’s most popular financial calculators: the HP 12C, HP 17B2, and HP 19B2.
Topics include using compound interest and annuity tables to compute mortgage amortization, income streams, sinking funds, rates of return and yields on investments, discounted mortgages, leasehold interest, discounted cash f low technique, internal rate of return, and the business management rate of return.
Robert Keller, Broker/Owner,

ARGUS and Spreadsheet Programs for Commercial Real Estate Analysis

EE Mortgage

Loan Brokering and Lending

X 476.87 Management 4 units 36.75 hours of MCLE credit available, including 3 hours of Legal Ethics. This course is designed for students who are either considering a career in single-family mortgage loan brokerage or have already entered the field and wish to enhance their knowledge and professionalism. Topics include types of loans, lending sources, marketing, financial mathematics and the HP 12C, completion of the loan application, loan packaging and underwriting, the loan closing statement, and income property financing and brokerage. Instruction emphasizes legal and compliance issues, including licensing requirements, regulatory agencies, brokers’ fiduciary responsibilities, fair lending laws, and disclosure requirements under RESPA, ECOA, and the Fair Credit Reporting Act. Prerequisite: X 475.1 Real Estate Principles. X 475.4 Real Estate Finance highly suggested. & Reg# W8740B Through Dec 10: $455 / After: $499 UCLA: 148 Royce Hall Tue 6:30-9:45pm, Jan 10-Mar 27, 12 mtgs Enrollment deadline: Jan 24 Houry Aposhian, BA, President/CEO, Pacific Horizon Bancorp
EE Real

X 477.95 Management 4 units This course examines how to analyze real estaterelated projects such as multifamily, office buildings, retail, hotel/motel, and unimproved land development using specific software programs for project analysis such as ARGUS and such spreadsheet programs as Lotus or Excel. Students gain hands-on computer lab training in utilizing these programs. This course is beneficial for appraisers; real estate analysts; property analysts for real estate developers; real estate investment companies; property managers and asset managers; insurance companies; mortgage bankers; institutional lenders; and employees of Federal, State, and Municipal planning departments. Students obtain a working knowledge of how to gather and input data, and generate meaningful reports for sellers, buyers, developers, and planners. Through the analysis of case studies provided by the instructor, participants analyze both the purchase and sale of the property and leasing activities from the perspective of the owner/lessor and the tenant/lessee. Each student is required to complete a project involving a specific case study on a property he or she has selected. Prerequisite: X 477.9 Real Estate Investment Analysis, X 476.3 Real Estate Investment Properties, X 476.1 Income Property Appraisal, and X 476.01 Advanced Real Estate Finance, or consent of instructor. Elective course in Finance Certificate. Enrollment limited to 25 students. & Reg# W8744B Through Dec 12: $425 / After: $465 Westwood: 208 Extension Lindbrook Center Thu 6:30-9:30pm, Jan 12-Mar 29, 12 mtgs Karen G. Davidson, CRE, MAI, President/Owner, Davidson & Associates
EE Advanced

Instructor:

Warner Center Realty Page 48.

Distressed Real Estate
Foreclosures, REOs, Modifications, and Short Sales
Whether you are an owner of distressed properties, an investor, or a real estate professional looking to help your clients, this course gives you the information you need when dealing with distressed properties or seeking investment goals within this market.
Top industry professionals discuss residential and commercial distressed real estate from the beginning problems through foreclosure to bank-owned real estate (REO). Guest speakers, articles, and case studies cover a variety of workout solutions. Each session focuses on a different aspect of the distressed real estate market: finance, bankruptcy, government regulation, sales and disposition, tax implications, and appraisal/valuation.
Todd Weaver, President, Synergy

Legal Aspects of Real Estate

X 477.9 Management 4 units 37 hours of MCLE credit available. Accepted by the Certified Financial Planner Board of Standards, Inc. for 30 hours of continuing education. This course examines residential, multiresidential, commercial, industrial, and special-purpose real estate investments, as well as reviews application of investment ratios to expense factors, mortgage loan constants, and equity yields before and after income and capital gains taxes. Other topics include capitalization; negative versus positive leverage; depreciation methods and recapture; simplification of actuarial tables and mathematical formulae; internal rates of return; net present value; related yield measurement techniques; senior, junior, and inclusive trust deeds; fee, leasehold, and subordination alternatives and combinations; explanation and calculation of financial provisions of commercial leases; and prevailing rental rates and operating expenses. Familiarity with HP 12C, HP 17B2, or HP 19B2 calculator is highly recommended. Prerequisite: X 475.1 Real Estate Principles or previous experience and consent of instructor. Elective course in Finance Certificate. & kkk

Estate Investment Analysis

X 476.71 Management 4 units 34 hours of MCLE credit available. This survey of legal topics at an advanced level builds upon the fundamentals and theories examined in X 476.7 Legal Aspects of Real Estate. Topics include purchase and sale agreements, exchanges, options, ground leases, sale leasebacks, syndications, and the California Limited Partnership Act. Attention also is given to current issues regarding brokers’ responsibilities and liabilities. Prerequisite: X 476.7 Legal Aspects of Real Estate or consent of instructor. Reg# W8765B Through Dec 11: $425 / After: $465 UCLA: 5273 Boelter Hall Wed 6:30-9:30pm, Jan 11-Mar 28, 12 mtgs Enrollment deadline: Jan 25 Todd D. Weaver, CCIM, CPM, President, Synergy Commercial Real Estate, Inc.
EE Taxation

Instructor:

Commercial Real Estate, Inc. Page 48.

For more information call (310) 206-1555.

How to Invest Profitably in Real Estate Loans
Sat, Jan 28
Today’s real estate market provides many opportunities for investors. But more than ever, you must have a complete understanding of today’s market and recognize risk as well as opportunity. Learn how to invest in real estate loans that provide current cash f low with attractive downside protection, and examine both single family residential and commercial real estate trust deed investments. You also compare and contrast the economics and risk of buying property vs. investing in loans. Using case studies and real-life examples, this course updates you on current market conditions and typical returns on trust deeds.

X 427.122 Management 4 units 34 hours of MCLE credit available. For more information see page 24. & Reg# W8806B Through Dec 11: $425 / After: $465 UCLA: 5280 Boelter Hall Wed 6:30-9:30pm, Jan 11-Mar 28, 12 mtgs David S. Krantz, BA, JD, Attorney, Ostrove, Krantz & Associates, APC

of Property Transactions

Instructor: Jan B. Brzeski,

Principal/Owner, Standard Capital, LLC Page 50.

50

Business, Management & Legal

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

Seminars
The 1-Day Real Estate Boot Camp
890.06 Management 0.7 CEU This class is a 1-day, 8-hour version of X 477.9 Real Estate Investment Analysis. Learn the tools you need to start investing in real estate with confidence. This seminar covers the basic terms of the business as well as how to use Microsoft Excel to do financial models and analyze potential investment opportunities. By course’s end you should have the knowledge you need to start building a passive income stream you can use to pay for your kid’s college tuition and your retirement. Topics include the property ladder, basic terms, investment analysis, “how do I know if this is the right deal,” and 1031 Exchanges and Tax Implications. Optional text: There’s No Free Lunch in Real Estate by Jon Swire. For more information call (310) 206-1555. & Reg# W8762B Through Feb 3: $155 / After: $165 Westwood: 214 Extension Lindbrook Center ✷✷ Sat 8:30am-5pm, Mar 3, 1 mtg Enrollment deadline: Mar 2 Jonathan S. Swire, MBA, Real Estate Advisor/Author/ Speaker, Keller Williams Commercial

Online Courses
For technical requirements see page 4.
EE Real

X 475.1 Management 5 units Enrollment limited. For more information see page 48. & Reg# W8754B Through Dec 12: $555 / After: $605 Jan 12-Mar 29 Tom Morehouse, CRB, e-PRO, MBA Broker/Co-Owner Prudential California Realty X 475.2 Management 5 units 45 hours of MCLE credit available, including 3 hours of Legal Ethics. This course covers the elements of day-to-day real estate sales and brokerage practices, emphasizing the selling process and the handling of a real estate transaction from listing to closing escrow. Topics include securing and qualifying listings and prospects, advertising, financing, closing the sale, and expediting the escrow. Owning and operating a real estate business, managing salespeople and office personnel, budgeting, and developing and maintaining effective community relations also are covered. For technical requirements see page 4. Prerequisite: X 475.1 Real Estate Principles or consent of instructor. Applies toward the mandatory educational requirements for obtaining the California State Real Estate Broker License. Enrollment limited. & Reg# W8758B Through Dec 10: $555 / After: $605 Jan 10-Mar 27 Larry E. Nease, MBA, MSBA, President, Terra Conejo Properties, Inc. X 475.4 Management 5 units 45 hours MCLE credit available. This course surveys the concepts, methods, and techniques of financing real estate transactions. Instruction covers sources, characteristics, and parameters of mortgage capital; fixed- and variable-rate mortgages; government-assisted financing, including VA, FHA, and first-time buyer programs; documentation; amortization, loan constants, present value, compound interest, APR, and debt coverage ratios; loan underwriting, including credit analysis and qualifying; loan processing, closing, and servicing; foreclosures; and construction, permanent, gap, wraparound, and leasehold financing. Case studies for financing proposals for single-family, multifamily, and commercial/industrial transactions are featured. For technical requirements see page 4. Prerequisite: X 475.1 Real Estate Principles or consent of instructor. Applies toward the mandatory educational requirements for obtaining the California State Real Estate Broker License. Enrollment limited. & Reg# W8763B Through Dec 10: $555 / After: $605 Jan 10-Mar 27 Brien C. Walton, JD, LLM, Senior Vice President, Executive Coaching Systems, Inc.

Estate Principles m

Reg# W8753B Through Dec 11: $555 / After: $605 Jan 11-Mar 28 Jeanne Lunsford-Solis, JD, MBA, General Counsel, J. Solis and Associates
EE Legal

Wine Education and Management
For more information call (310) 206-5075 or email [email protected].

EE Real

Estate Practice m

How to Invest Profitably in Real Estate Loans

X 476.7 Management 4 units 37 hours of MCLE credit available. This course provides an overview of California real property and its influence on various aspects of the real estate industry. Instruction examines the legal issues surrounding real estate ownership and transfer, rights and duties of ownership, conveyance of problems, mortgages and deeds of trust, government control and powers, escrow and title insurance, zoning, landlord and tenant problems, real estate brokerage and agency relationships, and agency ethics. For technical requirements see page 4. Prerequisite: X 475.1 Real Estate Principles or consent of instructor. Applies toward the mandatory educational requirements for obtaining the California State Real Estate Broker License. Enrollment limited. & Reg# W8764B Through Dec 9: $555 / After: $605 Jan 9-Apr 9 Edward J. Wankovsky, JD, Broker/Manager/Co-Owner, Prudential California Realty

Aspects of Real Estate m

Wine Education and Management Certificate For more information about certificates call (310) 206-1654 or 206-1578 or visit uclaextension.edu/bamcert.
Refund Policy for Wine Education and Management Courses: Refund requests must be made no later than five business days before the first class. No refund is granted after a course begins. A $30 charge is withheld from all approved refunds. A full refund is given if the course is canceled, discontinued, or rescheduled, but not in the case of instructor substitution.

The Business of Wine Management

890.05 Management 0.4 CEU Recommended reading: The Common Sense Guide to Real Estate Investing by Jan B. Brzeski For more information call (310) 206-1555. For more information see page 49. & Reg# W8742B Through Dec 28: $155 / After: $165 Westwood: 214 Extension Lindbrook Center ✷✷ Sat 10am-3pm, Jan 28, 1 mtg Enrollment deadline: Jan 27 Jan B. Brzeski, MA, Principal/Owner, Standard Capital, LLC

Restaurant Management
For more information call (310) 206-5075 or email [email protected].

Starting Your Own Restaurant

EE Real

Estate Finance m

Buying and Managing Apartment Buildings for Profit

890.07 Management 0.5 CEU For more information see page 48. Reg# W8749B Through Feb 10: $155 / After: $165 Westwood: 214 Extension Lindbrook Center ✷✷ Sat 9am-3pm, Mar 10, 1 mtg Enrollment deadline: Mar 9 Rennie Gabriel, BA, CLU, CFP®, President, The Financial Coach, Inc.

819 Management 1.2 CEU Learn what it takes to start a successful restaurant in this two-day seminar. A restaurant expert shares his knowledge of startup, including creating a concept, site location and building requirements, dining room and kitchen design, menu planning, financing, budget analysis, sales and marketing, management systems, advertising, and public relations. Enrollment limited. Reg# W9258B Through Jan 11: $285 / After: $309 UCLA: 1270 School of Public Affairs Bldg. ✷✷ Sat 9am-4pm, Feb 11 & 18, 2 mtgs Janet Lowder, President, Restaurant Management Services

X 407A Viticulture & Enology 1.4 units This course covers the business aspects of wine. Topics include production: the business of growing grapes, making wine, and getting the product to market; importing and distributing: getting the wine into the country and/or distributing it to retailers and restaurants; retailing: getting wine to end users while observing the complicated legal issues surrounding the three-tiered alcohol distribution system in the United States; and the restaurant: dealing with purveyors, inventory, price controls, storage, constructing a wine list, creating a by-the-glass program, serving techniques, glassware, and basic service through full service. Enrollment limited. Students must be 21 years old. See special refund policy at the beginning of this section. Students are not allowed to bring food to class. Reg# W9256B Through Dec 12: $325 / After: $355 Westwood: G33W UCLA Extension Bldg. Thu 6:30-9:30pm, Jan 12-Feb 2, 4 mtgs Patrick J. Comiskey, Editor/Tasting Coordinator, Wine & Spirits Magazine

The Wines of Bordeaux

Business Ethics

The Restaurant Industry: Survey of Operations and Management

891.02 Management 0.6 CEU (Includes course materials and lunch.) All business and management certificate students must successfully complete this seminar to receive their certificate. Enrollment limited; no enrollment at the door. Students must arrive no later than 9am. For more information see page 26. Reg# W9207B Through Jan 18: $175 / After: $189 Westwood: 217 Extension Lindbrook Center ✷✷ Sat 9am-4pm, Feb 18, 1 mtg Matthew Kohler, MBA, Owner/President, Baja Tan, LLC

EE Real

X 476.8 Management 4 units This course explores the sources of data used in economic studies and provides an in-depth analysis of trends, market activity, sales, lending, leasing, and how research studies are conducted. Other topics include land-use studies and city planning, traffic studies, population behavior and mobility, and consumer spending and trade area. Students learn through case studies, demonstrations, and class participation in the analysis of shopping center development, tract development (sales, projections, and surveys), service station location, 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

Estate Market Analysis m

X 495.01 Management 4 units This course examines the process of establishing and operating a restaurant from development of concept to devising an executive summary business plan. Topics discussed include restaurant characteristics; location; design; marketing; financing; leasing; menu development; bar and beverage; food purchasing; facilities planning; choosing equipment; cost control procedures; staff selection and utilization; management techniques; customer relations; food sanitation; and legal, tax, and insurance issues. Students participate in a field trip to a selected restaurant to experience the front and back of the house operations. The course includes panel discussions with leading restaurant industry experts. Enrollment limited. & Reg# W9257B Through Dec 11: $425 / After: $465 UCLA: 1256 School of Public Affairs Bldg. Wed 7-10pm, Jan 11-Mar 28, 12 mtgs Janet Lowder, President, Restaurant Management Services

X 444 Viticulture & Enology 1.4 units This intermediate course takes a detailed look at wines from the Bordeaux region of France. Topics include terroir, appellations, grape varieties, viticultural techniques, winemaking methods, historical significance, the merchant system, futures, and wine classification systems. Prerequisite: X 485 An Introduction to Wine; X 481 Vintage II is highly recommended. Elective course in Wine Education and Management Program. Enrollment limited. Internet access required to retrieve course materials. Students may not bring food to class. Reg# W9255B Through Dec 18: $395 / After: $435 Westwood: G33W UCLA Extension Bldg. Wed 6:30-9:30pm, Jan 18-Feb 15, 5 mtgs Shelby Ledgerwood, Owner, Savant Wines

Enroll at uclaextension.edu or call (310) 825-9971
X 481 Viticulture & Enology 4 units This course builds on the basics learned in Vintage I and goes on the road—visiting the classic winemaking areas of the world. It begins with the countries of France, Italy, and Spain, and covers each of their major winemaking areas. These areas are examined in detail for their contribution in the production of quality wines for world consumption. Prerequisite: X 480 Vintage I. Enrollment limited. Restricted to persons 21 years of age or older. See special refund policy at the beginning of this section. Visitors not permitted. Reg# W9222B Through Dec 10: $755 / After: $825 Westwood: G33W UCLA Extension Bldg. Tue 6:30-9:30pm, Jan 10-Mar 20, 11 mtgs Giammario Villa, Certified Sommelier

Business, Management & Legal

51

Vintage II

New This Quarter

Wine Education and Management Certificate
The Wine Education and Management Certificate (formerly Vintage) is intended for those who are serious about wine education. The certificate provides you with a comprehensive understanding of where, why, and how wine is made and appreciated all over the world.
Due to wine tastings, students must be 21 years of age or older for all of the courses except The Business of Wine Management. Program Prerequisite: X 485 an introduction to Wine 5 Required Courses X 480 Vintage i X 481 Vintage ii X 482 Vintage iii X 407a the Business of Wine Management X 444 the Wines of Bordeaux Ethics Requirement 891.02 Business ethics Learn more at uclaextension.edu/hospitality or call (310) 206-5075.

Are You Completing Your Certificate?
To take part in Extension’s 2012 Graduation Ceremony in June, you must be officially enrolled in your desired certif icate by February 15, 2012 and have completed your program between Fall 2011 and Summer 2012. If you meet the above criteria call (310) 206-1654 or email [email protected] to save your spot at graduation.

An Introduction to Wine

X 485 Viticulture & Enology 2 units This course presents introductory to intermediate wine information, including the intricacies of tasting wine, wine service, restaurant issues, wine and food pairing, terroir, grape growing, and winemaking. Noble grape varieties from the major winemaking countries are discussed. Wine regions of the world are examined. A major portion of class time is devoted to tasting and analyzing wine. Required course for the Wine Education and Management Certificate. Must be taken for a letter grade and earn a grade of C or better if planning to continue with the Certificate. Enrollment limited; enrollment prior to the first class required. Restricted to persons 21 years of age or older. See special refund policy at the beginning of this section. Students are not allowed to bring food to class. Visitors not permitted. Internet access required to retrieve course materials. & Reg# W9221B Through Jan 22: $455 / After: $495 Westwood: G33W UCLA Extension Bldg. Wed 6:30-9:30pm, Feb 22-Mar 28, 6 mtgs Shelby Ledgerwood, Owner, Savant Wines

Make Your Classroom Come Alive
Our award-winning Instructor Development Program offers workshops on teaching and presentation skills for new and returning UCLA Extension instructors. Offered This Quarter storytelling: a tool for Learning m instructors solutions group m Planning the total Course Visit uclaextension.edu/idp, email [email protected], or call (310) 825-4851 for details.

Online Courses
For online technical requirements see page 4.

An Introduction to Wine m

X 485 Viticulture & Enology 2 units Enrollment limited; enrollment prior to the first class required. Restricted to persons 21 years of age or older. See special refund policy at the beginning of this section. Required course for Wine Education and Management Certificate. Must be taken for a letter grade and earn a grade of C or better if planning to continue with the Certificate. Wine tastings for the course are conducted by utilizing prerecorded videos with wines that are readily available for purchase across the country. There are 10 wines used throughout the course, at a cost of approximately $130. Students purchase the specially selected wines in advance and then follow along with the instructor’s videos. Structured wine tastings help students apply the course information and make sense of the ‘taste of wine.’ More information available in the course syllabus. For more information see this page. & Reg# W9275B Through Dec 11: $409 / After: $450 Jan 11-Feb 15 Shelby Ledgerwood, Owner, Savant Wines

UCLA Extension Restaurant Industry Conference
Legends & Lessons
Tue, Apr 17, 7:30am-7pm, Hyatt Regency Century Plaza Los Angeles
Tap into the successful experiences and insights of owners, executives, and other key restaurant industry leaders who discuss the challenges and trends facing today’s companies of all sizes—and find out what opportunities exist for you. Keynote Speaker:
Danny Meyer, CEO, Union Square Hospitality Group

Conference Chair:

Anna M. Graves, Esq.;

Course Icons Provide Information At‑a‑Glance
m Online course. & Textbook required; see
bookstore information on page 144. able to other colleges and universities.

Partner, Corporate & Securities Practice/ Co-Leader, Restaurant, Food, & Beverage Industry Group, Pillsbury Winthrop Shaw Pittman LLP

C UC credit; may be transfer-

Visit uclaextension.edu/restaurant or call (310) 206-1555.

M Meets during daytime hours.
E
Credit course may not be taken passed/not passed.