BUSINESS, MANAGEMENT & LEGAL PROGRAMS

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1 Enroll at uclaextension.edu or call (800) Business, Management & Legal Programs 19 BUSINESS, MANAGEMENT & LEGAL PROGRAMS 20 Accounting & Internal Audit 26 Business Economics, Math & Statistics 28 Business Ethics 28 Business Sustainability 29 Communication Skills 31 Credit Analysis & Management 32 Entrepreneurship 33 Small Business Management & Technology 34 Finance & Investments 38 Financial Literacy 38 Fundraising & Nonprofit Management 40 Emergency Management & Homeland Security 40 Human Resources Management & Organizational Development 44 International Trade & Commerce 46 Leadership & Management 47 Legal Programs 49 Marketing & Advertising 52 Personal Financial Planning 54 Public Relations 56 Real Estate 59 Restaurant Management 61 Wine Education & Management 61 Taxation Are You Completing Your Certificate? To take part in Extension s 2016 Graduation Ceremony in June, you must be officially enrolled in your desired certificate by February 13, 2016 and have completed your program between Fall 2015 and Summer If you meet the above criteria, log in to My Extension and click on Certificate Completion/ Graduation to declare your completion and save your spot for graduation. Knowledge. Connections. Growth. Business, Management, and Legal Programs offers more than 350 courses, conferences, and seminars annually and is home to more than 50 professional certificates designed for working professionals and recent college grads who are seeking professional development in the dynamic world of business. Through our commitment to academic excellence, professionals can acquire the skills and knowledge they need to face a world of competition and continual change. We offer onsite and online courses that are designed to meet the needs of today s adult learners and accommodate their busy lifestyles. 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 is also 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 pro fessionals, and real estate profes sionals (OREA). Conferences Conferences currently are offered in the fields of taxation and the restaurant industry, and feature lectures and panel discussions by industry leaders. These one-day events are scheduled at major hotels, on the UCLA Campus, and other off-site locations throughout Los Angeles. 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. Certi ficates vary in length but gen erally can be completed in nine months to five 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 may set up an appointment with a student advisor. For admissions and application information for business and management certificates, visit uclaextension.edu/bmlp. Custom-Designed and On-Site Programs Courses can be custom-designed to meet an organization s specific training needs and delivered directly on-site, here in Los Angeles, or anywhere in the world. For more information call (310) Internships Internships are available to students who are enrolled in and have completed a minimum of five courses in select certificates. For more information see page 29. 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 re interested in becoming an instructor, call (310) for more information and an application.

2 20 Business, Management & Legal Programs Enroll at uclaextension.edu or call (800) Join Us at Our Free Events Paralegal Training Program (PTP) Information Session Saturday, Dec 12, 10am-12pm Downtown Los Angeles: UCLA Extension DTLA Enroll by using Reg # CA For more information call (310) or [email protected] PFP Accelerated Online Information Session Wednesday, Jan 13 Enroll by using Reg# CA For more information call (310) or [email protected] CIA/Internal Audit Certificate Online Information Session Thursday, Dec 3 Enroll by using Reg# CA For more information call (310) or [email protected] 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 an intensive daytime, accelerated format. Classes are held between 9am 5pm and will be completed in six weeks or less. These courses can be taken individually or applied to a certificate program. Courses offered in this format: Management Theory, Policy, and Process Page 46. Course Icons Provide Information At-a-Glance Social Media Marketing Page 50. Marketing Principles and Practices Page 49. Integrated Marketing Communications Page 49. Global Business Skills: Planning and Negotiating Strategies Page 50. Brand Management Page 49. uclaextension.edu/generalbusiness m Online course & Textbook required M Meets during daytime hours e Credit course may not be taken passed/not passed Accounting & Internal Audit For more information call (310) or [email protected]. Students who plan to become accountants in public accounting or private industry and who are preparing for the CPA examination are advised to enroll in the Accounting Certificate. Students are advised to complete X 1A and X 1B Principles of Accounting (or equivalent courses) before enrolling in the certificate since these are prerequisites for many courses in the curriculum. Students who plan to pursue career opportunities in internal auditing and who are preparing for the CIA examination are advised to enroll in the Internal Audit Certificate. Students are advised to complete X 120A, X 120B and X 120C Intermediate Accounting (or equivalent courses) before enrolling in the certificate since these are prerequisites for many courses in the curriculum. EEPrinciples of Accounting X 1A Management 4 units c This course is the first in a 2-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 (12th ed.) by Weygandt, Kieso, and Kimmel (John Wiley & Sons, Inc.). Internet access required to retrieve course materials. & Reg# CA Through Dec 5: $559 / After: $615 UCLA: 2250 School of Public Affairs Bldg. Leon Garman, MS, recipient, UCLA Extension Distinguished Instructor Award, Reg# CA Through Dec 6: $559 / After: $615 Downtown Los Angeles: 107B UCLA Extension DTLA, 261 S. Figueroa St. Wed 6:30-9:30pm,, 12 mtgs Gregory K. Arnsdorf, BS, BA, CPA Reg# CA Through Dec 9: $559 / After: $615 Westwood: 215 Extension Lindbrook Center Sat 8:30am-4:30pm, Jan 9-Feb 6, 5 mtgs Accelerated section: Read chapters 1-3 before the first class. Mark E. Frohnauer, CPA, MBA, owner, Frohnauer & Associates. EEPrinciples of Accounting X 1B Management 4 units c The second in a two-course Principles of Accounting sequence, this course covers corporations, analysis and interpretation of financial statements, and statements of cash flows, as well as examining 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 (12th edition) by Weygandt, Kieso, and Kimmel (John Wiley & Sons, Inc.). & Reg# CA Through Dec 4: $559 / After: $615 Downtown Los Angeles: 101B UCLA Extension DTLA, 261 S. Figueroa St. Mon 6:30-9:30pm, Jan 4-Mar 21, 12 mtgs (no mtg 1/18 & 2/15; 2 mtgs to be arranged) Reg# CA Through Dec 6: $559 / After: $615 UCLA: 2319 School of Public Affairs Bldg. Wed 6:30-9:30pm,, 12 mtgs Philippe Masbanji, BS, CPA Reg# CA Through Jan 20: $559 / After: $615 Westwood: 215 Extension Lindbrook Center Sat 8:30am-4:30pm, Feb 20-Mar 19, 5 mtgs Accelerated Section: Read chapters before the first class. Mark E. Frohnauer, CPA, MBA, owner, Frohnauer & Associates. EEIntermediate Accounting Theory and Practice X 120A Management 4 units c This is the first part in the three-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. Internet access required to retrieve course materials. & Reg# CA Through Dec 5: $559 / After: $615 Downtown Los Angeles: 106 UCLA Extension DTLA, 261 S. Figueroa St. Kendall L. Simmonds, MBA Reg# CA Through Dec 7: $559 / After: $615 UCLA: 1434A Physics & Astronomy Bldg. Thu 6:30-9:30pm, Jan 7-Mar 24, 12 mtgs Anthony A. Hurwitz, CPA, MBA, Associate, PAR Commercial Brokerage, Inc. EEIntermediate Accounting Theory and Practice X 120B Management 4 units c This course is the second in a three-course Intermediate Accounting sequence and begins with the second part of inventory accounting, and then covers accounting for long-term assets and intangibles, current and long-term liabilities, and stockholders equity. Prerequisite: X 120A Intermediate Accounting Theory and Practice or consent of instructor. Required course in the Accounting Certificate. & Reg# CA Through Dec 6: $559 / After: $615 UCLA: 1323 School of Public Affairs Wed 6:30-9:30pm,, 12 mtgs Gary L. Krausz, MAcc, CPA, Accounting Manager, Gursey, Schneider & Co. LLP. Reg# CA Through Dec 7: $559 / After: $615 Downtown Los Angeles: 106 UCLA Extension DTLA, 261 S. Figueroa St. Thu 6:30-9:30pm, Jan 7-Mar 24, 12 mtgs Kendall L. Simmonds, MBA

3 Enroll at uclaextension.edu or call (800) Business, Management & Legal Programs 21 EEIntermediate 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# CA Through Dec 5: $559 / After: $615 Downtown Los Angeles: 107B UCLA Extension DTLA, 261 S. Figueroa St. Reg# CA Through Dec 7: $559 / After: $615 UCLA: 2434 Physics & Astronomy Bldg. Thu 6:30-9:30pm, Jan 7-Mar 24, 12 mtgs Terrence A. Lucero, MS, Terrence A. Lucero, CPA, A Professional Corporation. EEAdvanced Accounting Theory and Practice 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 X 422 Management Accounting, or consent of instructor. Required course in the Accounting Certificate. & Reg# CA Through Dec 7: $559 / After: $615 Downtown Los Angeles: 107 UCLA Extension DTLA, 261 S. Figueroa St. Thu 6:30-9:30pm, Jan 7-Mar 24, 12 mtgs Sam E. Boutari, MSc, PhD, Consultant, UCLA Extension Distinguished Instructor Award. EEAdvanced Accounting Theory and Practice 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, are also covered. Prerequisite: X 124A Advanced Accounting Theory and Practice or consent of instructor. Required course in the Accounting Certificate. & Reg# CA Through Dec 4: $559 / After: $615 UCLA: 2434 Physics & Astronomy Bldg. Mon 6:30-9:30pm, Jan 4-Mar 21, 12 mtgs (no mtg 1/18 & 2/15; 2 mtgs to be arranged) Sam E. Boutari, MSc, PhD, Consultant, UCLA Extension Distinguished Instructor Award. EEFederal Income Taxation X 127 Management 4 units c 39.5 hours of MCLE credit available. 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 61. & Reg# CA Through Dec 6: $635 / After: $695 UCLA: 175 Dodd Hall Wed 6:30-9:30pm,, 14 mtgs (2 mtgs to be arranged) Morton D. Rosenthal, JD, attorney. EEManagement Accounting X 422 Management 4 units Formerly numbered XL 122. 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 Required course in the Accounting Certificate. & Reg# CA Through Dec 5: $559 / After: $615 UCLA: 2434 Physics & Astronomy Bldg. Sam E. Boutari, MSc, PhD, Consultant, UCLA Extension Distinguished Instructor Award. EEFinancial Auditing X 423 Management 4 units 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, 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# CA Through Dec 5: $559 / After: $615 Downtown Los Angeles: 107 UCLA Extension DTLA, 261 S. Figueroa St. Reg# CA Through Dec 9: $559 / After: $615 Westwood: 131 Extension Gayley Center, Sat 8:30am-12:30pm, Jan 9-Mar 5, 9 mtgs EEInternal Auditing X Management 4 units This course introduces students to the internal audit profession and the internal audit process and is designed for accounting, auditing, and business students; CPAs, CIAs, and CMAs or candidates; controllers and internal auditors; financial and auditing managers; corporate executives; and federal and state auditors and managers. Topics include the definition of internal auditing, the IIA s International Professional Practices Framework (IPPF), risk, governance and control issues, and conducting internal audit engagements, including report writing and interviewing skills. Additional topics include Internal Auditing (IA) standards; internal controls; managing the IA department; IA working papers, procedures, evidences, sampling, and flowcharting; 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 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 and the Internal Audit Certificate. & Reg# CA Through Dec 6: $559 / After: $615 UCLA: 2434 Physics & Astronomy Bldg. Wed 6:30-9:30pm,, 12 mtgs Sam E. Boutari, MSc, PhD, Consultant, UCLA Extension Distinguished Instructor Award. Accounting Certificate Recognized by employers throughout Los Angeles and beyond, UCLA Extension s Accounting Certificate equips students with a thorough understanding of accounting stan dards and principles. The certificate is primarily designed for students who are preparing to sit for the CPA Examination, as well as providing relevant course work for students considering the CMA, CIA, and CFA certifications. To meet the busy schedules of working professionals, students have the flexibility to complete their courses through traditional classroom ses sions held during the evening or through our online, instructor-led format. Students are advised to complete X 1A and X 1B Principles of Accounting (or equivalent courses) prior to enrolling in the certificate. Group A: Nine Required Accounting Courses All students must complete all nine 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 X 422 Management Accounting X 124A Advanced Accounting Theory and Practice X 124B Advanced Accounting Theory and Practice X 127 Federal Income Taxation X 423 Financial Auditing X Internal Auditing Ethics Requirement X Ethics in Accounting May be taken at any time during the program. Group B: Business-Related Electives An addi tional 36 quarter units of electives may be acquired through accredited businessrelated courses pre vious ly 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, depend ing upon a review of each student s official university/college transcript. Visit uclaextension.edu/acctg for a complete list of suggested Group B business-related electives. (310) ucalextension.edu/accounting Candidacy Fee An application for candidacy and a nonrefundable fee of $175 must be submitted by the completion of the second course to officially enroll in this program under its current curriculum. uclaextension.edu/bamcert CPA Designation The California State Board of Accountancy recognizes UCLA Extension s Certificate in Accounting as a program that satisfies the educational require ments for becoming a Certified Public Accountant. To sit for the CPA examination, candidates 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 infor ma tion, including new CPA licensing requirements beginning in 2014, contact the California Board of Accountancy at (916) or or dca.ca.gov/cba. Candidates outside of California should check for specific rules that apply to each state or jurisdiction at nasba.org. 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 25. For more information about the Becker CPA Review visit BeckerCPA.com.

4 22 Business, Management & Legal Programs Enroll at uclaextension.edu or call (800) Saturday Accounting Courses in Westwood Beat the evening weekday traffic by attending one of our Saturday courses here in Westwood. Offered This Quarter X 1A Principles of Accounting (Accelerated course) Page 20. X 1B Principles of Accounting (Accelerated course) Page 20. EEInternship in Accounting X Management 4 units The internship provides practical experience in a variety of accounting job functions within public accounting, private industry, or the nonprofit environment, and is an opportunity to apply the material previously studied in your accounting courses. Students intern with sponsoring companies for a minimum of 120 hours and must secure their internship assignment before enrolling. Business-related elective in the Accounting Certificate. International students must contact the International Student Office at (310) to confirm eligibility. Restricted course; Web enrollments automatically generate a Permission to Enroll request, after which our advisor will contact you. Restricted to students enrolled in the Accounting Certificate or Internal Audit Certificate and who have completed a minimum of five courses in their program. Visitors not permitted. Reg# CA Fee: $615 Philippe Masbanji, BS, CPA EEEthics in Accounting X Management 4 units The business scandals of recent years have highlighted the importance of ethical behavior in the accounting profession. This 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. Prerequisite: X 1A and X 1B Principles of Accounting and X 127 Federal Income Taxation or consent of instructor. Required course in the Accounting Certificate. Enrollment limited to 30 students. & Reg# CA Through Dec 5: $559 / After: $615 UCLA: 1749 Physics & Astronomy Bldg. Steven L. Jager, BA, MS, Taxation, CPA, Principal, Steven L. Jager, CPA, An Accountancy Corporation. kkk X 423 Financial Auditing Page 21. uclaextension.edu/accounting Reg# CA Through Dec 6: $559 / After: $615 El Camino College: Location to be announced Wed 6:30-9:30pm,, 12 mtgs EEInformation Technology (IT) Auditing X Management 4 units This course provides an overview to Internal Audit s role in planning, organizing, operating, and monitoring Information Technology within the enterprise. Specific topics include acquiring and implementing technology, system acquisition controls, system development controls, IT service delivery, monitoring and evaluating IT effectiveness, risk management, information security, business continuity, and information assurance/data integrity. This course also examines various models and frameworks, such as COBIT and ITIL, which provide a unified approach to IT management, operation and evaluation. You learn approaches to evaluating and addressing technology risk throughout an enterprise from the perspective of internal and external auditing. Prerequisite: X 423 Auditing: Financial and X Internal Auditing or consent of instructor. Required course in the Internal Audit Certificate. Reg# CA Through Dec 7: $559 / After: $615 UCLA: 1337 School of Public Affairs Bldg. Thu 6:30-9:30pm, Jan 7-Mar 24, 12 mtgs Jerald M. Savin, BA, CPA, CEO, Cambridge Technology Consulting Group. Mark Ruppert, BS, Director, Internal Audit, Cedars- Sinai Medical Center. EEOrganizational Governance and Ethics X Management 4 units In today s global business environment, with volatile worldwide capital markets and eroded investor confidence in corporate accountability, the demand for effective corporate governance and ethical conduct in ensuring reliable financial information is higher than before. This course introduces students to aspects of good organizational governance principles and frameworks, key concepts of proper ethical behavior as well as the role internal auditors should undertake in supporting their organizations. The course is intended to develop an awareness and understanding of the main themes, perspectives, frameworks, concepts, and issues pertaining to corporate governance and business ethics from historical, global, institutional, commercial, best practices, and regulatory perspectives. Required course in the Internal Audit Certificate. & Reg# CA Through Dec 5: $559 / After: $615 UCLA: 2238 School of Public Affairs Bldg. EETaxation of Property Transactions X Management 4 units 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. Prerequisite: X 127 Federal Income Taxation, equivalent experience, or consent of instructor. & Reg# CA Through Dec 5: $559 / After: $615 UCLA: 1234 School of Public Affairs Bldg. David S. Krantz, JD, Attorney at Law. EEAccounting for Non-Accountants 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. Internet access required to retrieve course materials. & Reg# CA Through Dec 6: $559 / After: $615 UCLA: 1278 School of Public Affairs Bldg. Wed 6:30-9:30pm,, 12 mtgs Nidal B. Ramadan, CPA, MBA, Internal Revenue Agent. Seminars NEW SEMINAR Excel for Bookkeeping Management 1.4 CEU Includes course materials. This two-session seminar provides an overview of the design and use of Excel spreadsheets that can be tailored to keeping track of primary bookkeeping tasks. An overview of key functionalities are reviewed, including recording cash receipts and disbursements, monthly bank reconciliations, and creating templates for financial statements, i.e. balance sheet, profit and loss statement, and statement of cash flow. Building templates for accounts payable, receivable, investments, property, inventory, salaries are also reviewed. The course finishes with an overview of macros and formulas that can take your bookkeeping to the next level, as well as report building, Excel charts, and preparing documents for stakeholders and other reviewers. Prerequisite: Primary knowledge and experience using Excel. Enrollment limited. Advance enrollment is highly recommended. Single admission at the door, space permitting; payment by credit card only. Reg# CA Through Dec 30: $225 / After: $245 Westwood: 219 UCLA Extension Bldg. Sat 8:30am-4:30pm, Jan 30-Feb 6, 2 mtgs Excel Modeling Tips and Techniques for Improved Productivity: Intermediate Management 0.8 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 35. Reg# CA Through Jan 20: $159 / After: $175 Westwood: 216 Extension Lindbrook Center Sat 8:30am-4:30pm, Feb 20, 1 mtg Eric W. Augusta, MBA, Senior Financial Executive, Vice President, Financial Planning and Analysis, E. W. Augusta & Associates. Online Courses For technical requirements see page 4. EEPrinciples of Accounting m 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. Midterm and final exams are proctored online; additional requirements include microphone, headphones/ speakers, and webcam. For more information see page 20. & Reg# CA Jan 6-Feb 10 Accelerated Section: Read chapters 1-3 before the first class. Reg# CA David B. Harmon, MBA, CPA, CIA, CFE, CCSA Reg# CA EEPrinciples of Accounting m 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. Midterm and final exams are proctored online; additional requirements include microphone, headphones/speakers, and webcam. For more information see page 20. & Reg# CA Kurt M. Hull, MBA, CPA, consultant. Reg# CA Anne Rich, PhD, MBA, BB, CPA, CMA Reg# CA Through Jan 17: $625 / After: $685 Feb 17-Mar 23 Accelerated Section: Read chapters before the first class. Paul J. Prinster, BA, MBA, DBA, CFO, AST, Inc. EEIntermediate Accounting Theory and Practice m 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. Midterm and final exams are proctored online; additional requirements include microphone, headphones/speakers, and webcam. For more information see page 20. & Reg# CA David Reinus, MBA, CPA, owner, David Reinus, CPA. kkk

5 Enroll at uclaextension.edu or call (800) Business, Management & Legal Programs 23 Reg# CA Lee P. Krueger, MBA, Senior Finance Manager, Walt Disney World Co. Reg# CA Through Dec 13: $625 / After: $685 Kevin J. McFarlane, DBA, MBA, CFO, Academic Achievement Group LLC/Broomfield Education Group LLC. EEIntermediate 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. Mid-term and final exams are proctored online; additional requirements include microphone, headphones/speakers, and webcam. For more information see page 20. & Reg# CA Ming-Chun Lu, MBT, CPA, Senior Accountant, Northrop Grumman. Reg# CA Shad Luedke, CPA, CMA, Manager, Financial Reporting, Standard Insurance Company. Reg# CA Through Dec 13: $625 / After: $685 Jay E. Wright, MA, CPA, CFE, MS EEIntermediate 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. Midterm and final exams are proctored online; additional requirements include microphone, headphones/speakers, and webcam. For more information see page 21. & Reg# CA Deidra Renee Duncan, MBA, CPA Reg# CA Deidra Renee Duncan, MBA, CPA Reg# CA Through Dec 13: $625 / After: $685 Brenda Forde, MBA, CPA EEAdvanced Accounting Theory and Practice m X 124A Management 4 units c Prerequisite: X 120A, B, and C Intermediate Accounting Theory and Practice and X 422 Management Accounting, or consent of instructor. Required course in the Accounting Certificate. Enrollment limited. Midterm and final exams are proctored online; additional requirements include microphone, headphones/speakers, and webcam. For more information see page 21. & Reg# CA Larry B. Wolod, CPA, JD, LLM Reg# CA Kevin J. McFarlane, DBA, MBA, CFO, Academic Achievement Group LLC/Broomfield Education Group LLC. EEAdvanced Accounting Theory and Practice 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. Midterm and final exams are proctored online; additional requirements include microphone, headphones/speakers, and webcam. For more information see page 21. & Reg# CA Larry B. Wolod, CPA, JD, LLM Reg# CA Through Dec 13: $625 / After: $685 Wendy Walston Achilles, PhD, CPA EEAccounting Using QuickBooks m X Management 4 units This course provides instruction on the objectives covered for the QuickBooks Certified User exam, covering both introductory and advanced aspects for using the program. Ideal for business owners, office managers and bookkeepers, participants learn hands-on how to expertly navigate through QuickBooks using a combination of menu items, icons, and keyboard shortcuts. Participants have the opportunity to perform a number of day-to-day business transactions as well as view the reports that are available. This course also covers more advanced QuickBooks topics, including how to export existing items chart of accounts lists; how to use QuickBooks in multi-user mode; how to export reports to Excel; workflow of the purchasing cycle in QuickBooks; setting up payroll and how to run a payroll cycle. Basic knowledge of bookkeeping is recommended and experience using QuickBooks is also helpful. For technical requirements see page 4. & Reg# CA Through Dec 13: $615 / After: $685 Crystalynn Shelton, BA, CPA, President, Savvy Software; Certified QuickBooks Pro advisor. EEAccounting and Enterprise Business Systems m X Management 4 units This course covers the features and functions of Enterprise Business Software, often referred to as ERP Systems or Automated Accounting packages. The course covers the basic structure of these packages, order-to-cash process, procure-to-pay process, and financial management process. Instruction includes the following modules: general ledger, accounts payable, accounts receivable, payroll, order entry, inventory, purchasing and executive information. The course touches briefly on manufacturing issues. Other topics include different approaches to automating accounting, database design, operating procedures, and internal controls. Participants learn several tips on the selection and implementation of e-business software, including contract negotiations issues. For technical requirements see page 4. Prerequisite: X 1A and X 1B Principles of Accounting, or consent of instructor. Enrollment limited. & Reg# CA Vishal Munsif, PhD c UC credit m Online course e Not available passed/not passed & Text required M Course held during daytime hours Internal Audit Certificate The Internal Audit Certificate is designed to meet the market s demand for qualified internal auditors, and is ideal for internal audit managers and staff who want to expand their current career prospects, as well as for individuals who are considering a career transition into the field. The program s curriculum provides the educational coursework needed to prepare fully for the globally recognized Certified Internal Auditor (CIA ) certification as well as the CFE, CISA, CGAP, and CFSA credentials. You have the option to complete your courses through traditional classroom sessions held during the evenings or in instructor-led online courses. Students are advised to complete Intermediate Accounting X 120A, X 120B, and X 120C (or equivalent courses) prior to enrolling in the certificate. Required Core Courses: X Internal Auditing X 423 Financial Auditing X Organizational Governance and Ethics X Forensic Accounting X Information Technology (IT) Auditing X Internal Auditing Capstone Elective Courses: (Any 3 from the following) X 422 Management Accounting X 190 Management Theory, Policy, and Process X Financial Controls of Operations X 130A Basic Managerial Finance X Internship in Accounting AC CIA Exam Review (3 sections) (may count for up to 2 electives) (310) uclaextension.edu/accounting Candidacy Fee An application for candidacy and a nonrefundable fee of $175 must be submitted by the completion of the second course to officially enroll in this program under its current curriculum. CIA Certification The Certified Internal Auditor is the only globally accepted designation for internal auditors and is the standard by which internal auditing professionals demonstrate their knowledge and competence. For more information on earning the CIA certification, contact the Institute of Internal Auditors at (407) , or visit theiia.org. CIA Review Program Offered in collaboration with the Institute of Internal Auditors (IIA ), this review prepares students for the CIA exam and is taught by experienced instructors using The IIA CIA Learning System materials. Attend the FREE Online Information Session on Dec 3! Page 20.

6 24 Business, Management & Legal Programs Enroll at uclaextension.edu or call (800) Prepare for Accounting Licensing Exams CMA Exam Review These review courses provide an overview to assist you in preparing for the CMA Exam. Instruction utilizes the IMA s CMA Learning System, which includes access to online practice tests. Page 26. CIA Exam Review Offered in partnership with the Institute of Internal Auditors (IIA ), the CIA Exam Review fully prepares students for the CIA certification examination. Page 26. Becker CPA Review Prepare for the CPA examination. Accounting concepts, theories, and procedures are intensely reviewed, and you learn exam-taking techniques applicable for the CPA Exam. Page 25. uclaextension.edu/accounting (310) Complete Your Accounting Courses Anywhere Westwood, Downtown, or Online No matter where you live or work, Extension has the locations to help you complete your accounting courses at your convenience! Our Downtown L.A. 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. Our 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! Accounting courses are designed for students who are preparing for the CPA Exam, and for those considering CMA, CIA, or CFA certifications. uclaextension.edu/accounting Now Online Accounting Using QuickBooks (Online) This course provides instruction on the objectives covered in the QuickBooks Certified User exam, covering both introductory and advanced aspects of using the program. Ideal for business owners, office managers, and bookkeepers, participants learn hands-on how to expertly navigate QuickBooks. They ll also have the opportunity to perform a number of day-to-day business transactions and view the reports that are available. Page 23. [email protected] (310) NEW COURSE Certified Bookkeeper Exam Review (Hybrid) Management 7.2 CEU Endorsed by the American Institute of Professional Bookkeepers (AIPB), this instructor-led course provides the knowledge and skills needed to become a Certified Bookkeeper. The 12-week course covers all four parts of the National Certified Bookkeeper Exam: Part 1 Adjustments and Error Correction; Part 2 Payroll and Depreciation; Part 3 Inventory Recommended; and Part 4 Internal Controls and Fraud Prevention. Instruction includes AIPB workbooks, in-class exercises and homework problems, and a quiz testbank for each section of each workbook. This course was created to prepare experienced bookkeepers for the certification exam, with students sitting for Exams Part 1 and Part 2 at any Prometric Test Center. Exams for Part 3 and Part 4 are conducted in-class. For technical requirements see page 4. Prerequisite: On-the-job bookkeeping experience or a solid academic background in double-entry bookkeeping. Testing fees are included in the course fee. Online sessions run from 6-8 pm on scheduled dates. Reg# CA Through Dec 6: $905 / After: $995 Online sessions: 6pm-8pm Classroom meetings: Westwood: 213 UCLA Extension Bldg. Sat 8:30am-3:30pm, Jan 9-Mar 26, 22 mtgs (no mtg 1/30 & 2/27) No refund after Jan 19. Crystalynn Shelton, BA, CPA, President, Savvy Software; Certified QuickBooks Pro advisor. EEFederal Income Taxation m X 127 Management 4 units c 39.5 hours of MCLE credit available. 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. Mid-term and final exams are proctored online; additional requirements include microphone, headphones/speakers, and webcam. For more information see page 61. & Reg# CA Dana N. Leland, PhD Reg# CA Wendy Walston Achilles, PhD, CPA EEPayroll Tax and Accounting m X Management 4 units This course provides a fundamental introduction to the complexities and responsibilities of payroll tax laws, forms, and accounting and is targeted to those who employ others, are responsible for complying with the various tax laws, or work in a payroll department. The course extends beyond learning the traditional payroll tax forms and is intended for employers and accountants who have multinational payroll responsibilities as well as for those who are preparing for the Certified Payroll Professional (CPP) Examination. After completion, students should have the skills to set up a rudimentary payroll tax system for a small office or business, as well as setting up and/or operating a payroll system within a larger corporation. The deposit requirements, penalties, and how these forms are to be used and filed are covered in addition to some exposure to tax treaties. Lectures include the use of workbook examples and the completion of tax forms required by the taxing authorities. & Reg# CA Through Dec 13: $625 / After: $685 Enrollment deadline: Jan 17 EEManagement Accounting m X 422 Management 4 units Formerly numbered XL 122. Prerequisite: X 1B Principles of Accounting Required course in the Accounting Certificate. Enrollment limited. For more information see page 21. Reg# CA Justin Goss, CPA, MSA Reg# CA Chee-Sum Tan, MBA, FCCA, CPA, CFA, ABV, Controller/ Accounting Manager, Union Bank of California. EEFinancial Auditing m X 423 Management 4 units 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 21. & Reg# CA Kurt M. Hull, MBA, CPA, consultant. Reg# CA Maria Hernandez-Alamin, BA, CPA, CIA Reg# CA Rosalyn Wong, CPA, CIA, Financial Manager, City of Los Angeles. EEInternal Auditing m X Management 4 units Prerequisite: X 120A, B, and C Intermediate Accounting Theory and Practice, or consent of instructor. Required course in the Accounting Certificate and the Internal Audit Certificate. Enrollment limited. For more information see page 21. & Reg# CA Jim Tiao, BA, MBA, CIA, CISA Reg# CA Through Dec 13: $625 / After: $685 Ahmed Abo-Hebeish, MBA, CPA, Consultant, Hebeish Management Services. EENonprofit Accounting m X Management 4 units 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 120A, B, and C Intermediate Accounting Theory and Practice, or consent of instructor. Business-related elective in the Core course in the Accounting Certificate. Enrollment limited. & Reg# CA Through Dec 13: $625 / After: $685 Rebecca M. Evans, MSBE, BS

7 Enroll at uclaextension.edu or call (800) Business, Management & Legal Programs 25 EEInternational Accounting m X Management 4 units This course is 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. Instruction covers a broad range of accounting challenges faced by multinational enterprises, including the transition from GAAP to IFRS, the ways different countries perceive and interpret certain accounting topics, and the rationale for how to deal with them. Case studies illustrate the specific day-to-day accounting issues that are encountered in international business operations. For technical requirements see page 4. Prerequisite: X 1A and X 1B Principles of Accounting, or consent of instructor. Business-related elective in the Accounting Certificate. Enrollment limited. & Reg# CA Lee P. Krueger, MBA, Senior Finance Manager, Walt Disney World Co. EEForensic Accounting m X 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 real-world cases and investigations. For technical requirements see page 4. Prerequisite: X 423 Auditing: Financial and X Internal Auditing or consent of instructor. Required course in the Internal Audit Certificate. Elective in the Accounting Certificate. Enrollment limited. & Reg# CA Through Dec 13: $625 / After: $685 Daniel Ryan, MSA, BSBA, District Director, U.S. Department of Treasury, Alcohol and Tobacco Tax and Trade Bureau. EEEthics in Accounting m X Management 4 units Prerequisite: X 1A and X 1B Principles of Accounting and X 127 Federal Income Taxation or consent of instructor. Required course in the Accounting Certificate. Enrollment limited. For more information see page 22. & Reg# CA David Reinus, MBA, CPA, owner, David Reinus, CPA. Reg# CA Deborah C. Watson, BA, CPA Reg# CA Through Dec 13: $625 / After: $685 Dale E. Wallis, MS EEIntegrating Sustainability into Financial Reporting m X 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 Sustainability Certificate. Enrollment limited. & Reg# CA Jess Stern, CPA, LLC Becker CPA Review For more information call (310) or [email protected]. Enrollment in the Becker CPA Review through UCLA Extension is restricted to certificate students who currently are enrolled in the Accounting Certificate and who have completed a minimum of five courses, or who have completed the certificate program. Students who do not qualify for enrollment through Extension should contact Becker at (800) or becker.com. The $2,793 discounted fee for Accounting Certificate students covers enrollment in all four parts of the Becker Review and also course materials, which are shipped directly to students. Once enrolled in the first part, Extension students are automatically enrolled, without an additional fee, in the three subsequent Saturday or weekday Extension parts, depending on which pattern (Saturday or weekday), and location (UCLA or Downtown Los Angeles), they choose. Visit becker.com for complete course schedules. Becker CPA Review Program: Financial Accounting and Reporting 828.4B Management 3.6 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) for permission to enroll. Web enrollments automatically generate a Permission to Enroll request. & Reg# CA Fee: $2,793 UCLA: A25 Haines Hall Sat 8am-5pm, Jan 9-Feb 6, 5 mtgs Enhance Your Career as a Certified Bookkeeper Certified Bookkeepers are to bookkeeping what CPAs are to accounting: the elite of the profession. Becoming a Certified Bookkeeper can increase your earning potential, enhance your professional status, and give you a decisive edge in any job market. Ideal for office managers and early-stage bookkeepers, our hands-on curriculum covers the primary aspects of bookkeeping, with an emphasis on preparing students for advancement through industry certifications and learning the latest technology and analytical tools. Offered This Quarter New Course Certified Bookkeeper Exam Review (Hybrid) Page 24. X Accounting Using QuickBooks m Page 23. X Payroll Tax and Accounting m Page 24. uclaextension.edu/bookkeeping 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) for permission to enroll. Web enrollments automatically generate a Permission to Enroll request. & Reg# CA Fee: $2,793 UCLA: A25 Haines Hall Sat 8am-5pm, Mar 5-19, 3 mtgs New Course Excel for Bookkeeping Page 22. Becker CPA Review Program: Business Environment and Concepts 828.4D Management 2 CEU This section covers knowledge of general business environment and business concepts, including business structures; economic concepts essential to obtaining an understanding of an entity s operations, business and industry; information technology; and planning and measurement (cost accounting). Enrollment in this 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) for permission to enroll. Web enrollments automatically generate a Permission to Enroll request. & Reg# CA Fee: $2,793 Downtown Los Angeles: 105 UCLA Extension DTLA, 261 S. Figueroa St. Mon & Wed 6-10pm, Feb 24-Mar 9, 5 mtgs Reg# CA Fee: $2,793 UCLA: A25 Haines Hall Mon & Wed 6-10pm, Feb 24-Mar 9, 5 mtgs c UC credit m Online course e Not available passed/not passed & Text required M Course held during daytime hours

8 26 Business, Management & Legal Programs Enroll at uclaextension.edu or call (800) Becker CPA Review Program: Regulations 828.4E Management 2.8 CEU This section combines federal income taxation, ethics, professional and legal responsibilities, and business law topics. Enrollment in this section allows students to enroll, without an additional fee, in the remaining three subsequent sections (828.4B Financial Accounting and Reporting, 828.4C Auditing and Attestation, and 828.4D Business Environment and Concepts) of the Becker CPA Review program. Enrollment limited; advance enrollment required. Visitors not permitted. Restricted course; call (310) for permission to enroll. Web enrollments automatically generate a Permission to Enroll request. & Reg# CA Fee: $2,793 UCLA: A25 Haines Hall Mon & Wed 6-10pm, Jan 6-Feb 1, 7 mtgs (no mtg 1/18) Reg# CA Fee: $2,793 Downtown Los Angeles: 105 UCLA Extension DTLA, 261 S. Figueroa St. Mon & Wed 6-10pm, Jan 6-Feb 1, 7 mtgs (no mtg 1/18) CIA Exam Review For more information call (310) or [email protected]. Offered entirely online, and in collaboration with the Institute of Internal Auditors (IIA), UCLA Extension s CIA Exam Review is designed to help fully prepare students for the Certified Internal Auditor (CIA) examination. The instructor-led review courses utilize the IIA CIA Learning System, a premier-quality exam preparation program developed by the IIA. It combines comprehensive reading materials, in both printed and e-reader formats, and interactive online tests and study tools that prepare internal auditors to pass the CIA exam. The CIA Learning System course materials are included the course fee. Online Courses For technical requirements see page 4. CIA Exam Review Part 1: Internal Auditing Basics m A Management 2 CEU This 5-week online review session covers the new CIA exam Part 1 topics including aspects of mandatory guidance from the IPPF; internal control and risk concepts; as well as tools and techniques for conducting internal audit engagements. This review course utilizes The Institute of Internal Auditors CIA Learning System program, designed to provide comprehensive and flexible training to CIA candidates worldwide. Enrollment limited. CIA Learning System course materials are included and will be shipped to the address provided. & Reg# CA Through Dec 11: $559 / After: $615 Jan 11-Feb 15 Lyndon S. Remias, CPA, CIA CIA Exam Review Part 2: Internal Audit Practice m B Management 2 CEU This 5-week online review session covers the new CIA exam Part 2 topics including managing the internal audit function via the strategic and operational role of internal audit and establishing a risk-based plan; the steps to manage individual engagements (planning, supervision, communicating results, and monitoring outcomes); as well as fraud risks and controls. This review course utilizes The Institute of Internal Auditors CIA Learning System program, designed to provide comprehensive and flexible training to CIA candidates worldwide. Enrollment limited. CIA Learning System course materials are included and will be shipped to the address provided. & Reg# CA Through Jan 29: $559 / After: $615 Feb 29-Apr 4 Lyndon S. Remias, CPA, CIA CMA Review For more information call (310) or [email protected]. UCLA Extension, in partnership with the IMA s Wiley CMA Learning System, offers an instructor-led exam review program. The centerpiece of our offering combines printed materials and online components with the instructor s expertise and the discipline of a live classroom setting. Candidates may sit for Parts I & II in any order and must complete the first exam within 12 months of entering the CMA program. Both exams must be completed within three years. Course discounts are available to UCLA Extension s Accounting or Finance Certificate students, IMA members, and employers who enroll three or more employees in the program. CMA Exam Review Part I: Financial Reporting, Planning, Performance, and Control Management 3.6 CEU This 12-week, instructor-led review course provides a comprehensive overview to assist in preparation for Part I of the Certified Management Accountant (CMA) Exam. Part I covers external financial reporting decisions; planning, budgeting, and forecasting; performance measurements; cost management; and internal controls. Instruction uses the IMA s Wiley CMA Learning System, which includes textbooks with sample practice tests that include retired CMA exam questions and answers. The CMA Exam Review Part I is NOT a prerequisite to the CMA Exam Review Part II. They may be taken concurrently. Course materials are not included and must be purchased separately. & Reg# CA Through Dec 28: $795 / After: $875 UCLA: 2232 School of Public Affairs Bldg. Thu 6:30-9:30pm, Jan 28-Apr 14, 12 mtgs Fred R. Kuhns, CMA, MBA, Principal, FRK Consulting. CMA Exam Review Part II: Financial Decision Making Management 3.6 CEU This 12-week, instructor-led review course provides a comprehensive overview to assist in preparation for Part II of the Certified Management Accountant (CMA) Exam. Part II covers financial decision making, financial statement analysis, corporate finance, decision analysis, risk management, investment decisions and professional ethics. Instruction uses the IMA s Wiley CMA Learning System, which includes textbooks with sample practice test questions and responses, participant guide, and access to online practice tests with retired CMA exam questions and answers. Course materials are not included and must be purchased separately. & Reg# CA Through Dec 25: $795 / After: $875 UCLA: 161 Dodd Hall Mon 6:30-9:30pm, Jan 25-Apr 11, 12 mtgs (no mtg 2/15; 1 mtg to be arranged) Chee-Sum Tan, MBA, FCCA, CPA, CFA, ABV, Controller/ Accounting Manager, Union Bank of California. Business Economics Math & Statistics For more information [email protected]. All X and X 400-level four-unit courses in this section can be applied toward the General Business Studies Certificate. Courses in this section are also recommended for pre- MBA students. EEBusiness Economics 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# CA Through Dec 5: $559 / After: $615 UCLA: 1222 School of Public Affairs Bldg. Nguyen T. Quan, PhD, Golden State Water Company. EEMathematics for Management 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. Internet access required to retrieve course materials. & Reg# CA Through Dec 4: $599 / After: $659 UCLA: 2270 School of Public Affairs Bldg. Mon 6-9:55pm, Jan 4-Mar 21, 10 mtgs (no mtg 1/18 & 2/15) Bijan Raphael, MA, PhD Reg# CA Through Dec 7: $599 / After: $659 El Camino College: Location to be announced Thu 6:30-9:45pm, Jan 7-Mar 24, 12 mtgs EEBusiness Statistics X 115 Management 4 units c This course explores the elements of probability, probability distributions, estimation and confidence intervals, tests of significance and hypotheses, linear regression and correlation, time-series analysis, and principles of index numbers. Applications to the analysis and decision-making aspects of daily business problems also are covered. Prerequisite: X 110 Mathematics for Management or consent of instructor. Internet access required to retrieve course materials. & Reg# CA Through Dec 5: $599 / After: $659 UCLA: 2270 School of Public Affairs Bldg. Tue 6:30-9:55pm, Jan 5-Mar 22, 11 mtgs (no mtg 3/15) Bijan Raphael, MA, PhD EEBusiness Applications of Calculus X 410 Management 4 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 pre-mba review of calculus principles and applications also are covered. Internet access required to retrieve course materials. & Reg# CA Through Dec 6: $559 / After: $615 UCLA: 2270 School of Public Affairs Bldg. Wed 6:30-9:30pm,, 12 mtgs Bijan Raphael, MA, PhD Online Courses For technical requirements see page 4. EEBusiness Economics m 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. Mid-term and final exams are proctored online; additional requirements include microphone, headphones/ speakers, and webcam. For more information see page 26. & Reg# CA Britt Hastey, MS, MBA, Vice Chair, Business Administration Department, Los Angeles City College. EEMathematics for Management m X 110 Management 4 units c Business-related elective in the Accounting Certificate. Required course in the Business Administration Certificate. Enrollment limited. Mid-term and final exams are proctored online; additional requirements include microphone, headphones/speakers, and webcam. For more information see page 26. & Reg# CA Jesse Overall IV, PhD, Member of the Technical Staff, Rigel^3 Group. EEMathematics for Management (Hybrid) X 110 Management 4 units c Business-related elective in the Accounting Certificate. Required course in the Business Administration Certificate. Enrollment limited. This course includes two required classroom meetings with the remainder of the course taught online. Mid-term and final exams are proctored online; additional requirements include microphone, headphones/speakers, and webcam. Visitors not permitted. Internet access required to retrieve course materials. For more information see page 26. & Reg# CA Downtown Los Angeles: 101A UCLA Extension DTLA, 261 S. Figueroa St. Sat 9am-12pm, Jan 23 Sat 9am-12pm, Feb 27, 14 mtgs Jesse Overall IV, PhD, Member of the Technical Staff, Rigel^3 Group. c UC credit m Online course e Not available passed/not passed & Text required M Course held during daytime hours

9 Enroll at uclaextension.edu or call (800) Business, Management & Legal Programs 27 General Business Certificates General Business Studies Certificate This flexible nine-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 per sonal interests or professional goals may require them to design their own program from a wide variety of business courses. Business Fundamentals Certificate This nine-course certificate is offered to students who want a structured overview of management principles. Drawing on financial, economic, and organizational disciplines, the pro gram provides students with a strong introduction to the business environment. This certificate is also ideal for pre-mba students who want a solid foundation in quantitative methods and general business theory. (310) uclaextension.edu/bmlp EEBusiness Statistics m X 115 Management 4 units c 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. Mid-term and final exams are proctored online; additional requirements include microphone, headphones/speakers, and webcam. For more information see page 26. & Reg# CA David S. Kung, PhD, Professor, University of La Verne EEBusiness Applications of Calculus m X 410 Management 4 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 pre- MBA review of calculus principles and applications are also covered. For technical requirements see page 4. Enrollment limited. & Reg# CA Jesse Overall IV, PhD, Member of the Technical Staff, Rigel^3 Group. 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 funda mentals, and management theory. EEMath for Finance m X 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. Enrollment limited. & Reg# CA Sharat Batra, MBA, Mechanical Engineer, Los Angeles Department of Water and Power. New Course Forecasting the World & Your Business A Course Designed and Taught by the UCLA Anderson Forecast Our business and investment expectations are what lead us to buy, sell, save, grow, and invest. No matter what your business, you want to make informed decisions. In this course, you ll learn powerful methods of analyzing marketplace data and national/ global trends that impact company revenues, expenses, growth strategies, and more. The course is taught by renowned instructor Dr. William Yu, PhD. Dr. Yu is a senior economist with the UCLA Anderson Forecast. Not only is he key for the National and California Forecasts, but he is the lead expert on China s economy. Forecasting Your Business Means Securing Your Future For more than 60 years, the UCLA Anderson Forecast has provided forecasts for the economies of California and the United States. The National Forecast has been recognized as one of the most accurate, and has a reputation for being unbiased, including early recognition of the impactful Great Recession of Are You Completing Your Certificate? To take part in Extension s 2016 Graduation Ceremony in June, you must be officially enrolled in your desired certificate by February 13, 2016 and have completed your program between Fall 2015 and Summer If you meet the above criteria, log in to My Extension and click on Certificate Completion/ Graduation to declare your completion and save your spot for graduation. This course is also an elective for the following certificates: Business Fundamentals General Business Studies International Trade & Commerce Page 57. For more information, contact Freda Bush at (310) [email protected]

10 28 Business, Management & Legal Programs Enroll at uclaextension.edu or call (800) Short on Time? Select a Seminar or Short Course Best Practices in Negotiation Page 33. Ethics for Human Resources Professionals Page 40. Business Ethics Page 28. Starting Your Own Restaurant Page 59. Wines of Bordeaux Page 61. Coaching and Mentoring Employees Page 47. Technical Management Certificates + + Contract Management + + Government Cost Estimating and Pricing + + Information Technology Management + + Project Management + + Supply Chain Management Page May be taken online. Two-Day Intensive Public Speaking Seminar Page 55. Making Your Message Clear Page 30. Wines of Piemonte Page 61. The Business of Wine Management Page 61. Managing Conflict and Disagreement Page 30. Practical Investing Page 37. Behavioral Finance Page 37. Alternative Investments Page 37. Introduction to Personal Money Management Page 38. Creating and Maintaining a Personal Budget Page 38. Excel for Bookkeeping Page 22. Taking the GMAT or GRE? 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 86, call (310) , or visit uclaextension.edu/testprep. Business Ethics EEEthics in Accounting X Management 4 units Prerequisite: X 1A and X 1B Principles of Accounting and X 127 Federal Income Taxation or consent of instructor. Required course in the Accounting Certificate. Enrollment limited to 30 students. For more information see page 22. & Reg# CA Through Dec 5: $559 / After: $615 UCLA: 1749 Physics & Astronomy Bldg. Steven L. Jager, BA, MS, Taxation, CPA, Principal, Steven L. Jager, CPA, An Accountancy Corporation. Reg# CA Through Dec 6: $559 / After: $615 El Camino College: Location to be announced Wed 6:30-9:30pm,, 12 mtgs EEOrganizational Governance and Ethics X Management 4 units In today s global business environment, with volatile worldwide capital markets and eroded investor confidence in corporate accountability, the demand for effective corporate governance and ethical conduct in ensuring reliable financial information is higher than before. This course introduces students to aspects of good organizational governance principles and frameworks, key concepts of proper ethical behavior as well as the role internal auditors should undertake in supporting their organizations. The course is intended to develop an awareness and understanding of the main themes, perspectives, frameworks, concepts, and issues pertaining to corporate governance and business ethics from historical, global, institutional, commercial, best practices, and regulatory perspectives. Required course in the Internal Audit Certificate. & Reg# CA Through Dec 5: $559 / After: $615 UCLA: 2238 School of Public Affairs Bldg. Seminars Business Ethics Management 0.6 CEU Includes course materials. 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 are also discussed. You 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 10am. Reg# CA Through Dec 23: $195 / After: $215 Westwood: 216 Extension Lindbrook Center Sat 10am-5pm, Jan 23, 1 mtg Matthew Kohler, MBA, Owner/President, Baja Tan, LLC. Reg# CA Through Feb 12: $195 / After: $215 UCLA: 2333 School of Public Affairs Bldg. Sat 10am-5pm, Mar 12, 1 mtg Online Courses For technical requirements see page 4. EEEthics in Accounting m X Management 4 units Prerequisite: X 1A and X 1B Principles of Accounting and X 127 Federal Income Taxation or consent of instructor. Required course in the Accounting Certificate. Enrollment limited. For more information see page 22. & Reg# CA Deborah C. Watson, BA, CPA Reg# CA David Reinus, MBA, CPA, owner, David Reinus, CPA. Reg# CA Through Dec 13: $625 / After: $685 Dale E. Wallis, MS Ethics in Personal Financial Planning m Management 1.8 CEU 16.5 hours of MCLE credit available. Required course in the Personal Financial Planning Certificate. Enrollment limited. For more information see page 54. Reg# CA Through Jan 17: $319 / After: $349 Feb 17-Mar 23 Business Ethics m Management 1.8 CEU Students in certain Business and Management Certificates are required to successfully complete this seminar to receive their certificate. Enrollment limited to 25 students. For more information see page 28. Reg# CA Through Dec 13: $195 / After: $215 Jan Chris N. Economo, MBA, CPA Business Sustainability For information on the Sustainability Certificate see page 127. You do not need to be enrolled in the Sustainability Certificate to take these courses. Online Courses For technical requirements see page 4. EEIntegrating Sustainability into Financial Reporting m X 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

11 Enroll at uclaextension.edu or call (800) Business, Management & Legal Programs 29 New Certificates Pre MBA Courses Our pre-mba courses provide a solid foundation in quantitative methods and general business theory that can help fulfill your MBA prerequisites or enhance your MBA application. They also provide an ideal foundation for students who are preparing for the GMAT. Visit uclaextension.edu/pre-mba to learn more about these courses. Business Communications Designed for working professionals wanting to improve their written, verbal, and digital-related communication skills. Strategic Branding and Public Relations This program provides individuals with an up-to-date knowledge base in social media and brand management, as well as helps individuals improve written, verbal, and digital communications skills. Professional Selling and Sales Management This certificate is designed for individuals responsible for selling products and services in the context of building their personal or organization s brands, value-propositions and long-term customer relationships. It is also for individuals not necessarily in sales positions, but who want to sell their ideas, recommendations, and plans to internal organization audiences, venture capitalists, and other important collaborative stakeholders. (310) Offered This Quarter + + Principles of Accounting (X 1A & X 1B) Page Business Economics (X 100) Page Mathematics for Management (X 110) Page Business Applications of Calculus (X 410) Page Business Statistics (X 115) Page Basic Managerial Finance (X 130A) Page 34. Management Theory, Policy, and Process (X 190) Page Marketing Principles and Practices (X 160) Page Advertising Principles and Practices (X 163) Page Federal Income Taxation (X 127) Page Also offered online. benchmark organizational performance and help build future initiatives. For technical requirements see page 4. Elective course in Sustainability Certificate. Enrollment limited. & Reg# CA Jess Stern, CPA, LLC Integrating a Green Business Strategy m X 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 Sustainability Certificate. Reg# CA Jan 11-Mar 13 Steve Rubens, JD, MBA Communication Skills For more information call (310) or [email protected]. The Dynamics of Interpersonal Communication X 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. 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. For technical requirements see page 4. Reg# CA Through Dec 5: $579 / After: $635 UCLA: 3126 Rolfe Hall Tue 7-10pm, Jan 5-Mar 15, 11 mtgs Joseph P. Reynolds, BA, MDiv/STM, Director, JPR Communication. Internships Broaden Your Skills with Real-World Experience Internships provide students with practical application of material studied in their declared programs. These internships are restricted to students enrolled in the corresponding certificate programs. Accounting Page 22. Finance Page 35. Personal Financial Planning Page 53. Taxation Page 62. To request an application for the above subject areas, contact Yvette de la Cruz at [email protected]. Emergency Management and Homeland Security To request an application for the above subject area, contact Greg Gonzalez at [email protected]. Human Resources Management Page 43. International Trade and Commerce Page 45. Marketing and Advertising Page 49. Public Relations Page 54. Real Estate Page 57. To request an application for the above subject areas, contact Eric Hubert at [email protected].

12 30 Business, Management & Legal Programs Enroll at uclaextension.edu or call (800) Business Communications Certificate A New Professional Program The Business Communications Certificate is designed for working professionals in any one of a number of fields who want to improve their written, verbal, and Internet/digital-related communication skills. This program also helps any individual who is seriously considering a career or career transition into customer relations, investor relations, marketing, management, public relations, or sales develop critical skills in crafting messages, recommendations, product/service attributes, and presentation construction and delivery. This program provides instruction, hands-on practice and exercises, course materials, instructor feedback, case examples, best practices, and proven techniques to significantly improve written business communications, oral presentations, best methods of communicating given each communication purpose, getting and keeping audience attention, effectively applying today s communications-related technologies, and appropriate approaches to each business form of communication. Key communication subjects included in this certificate are writing, interpersonal communication, and cross-cultural communication skills. Requirements Students must earn a C grade or better in each class to successfully complete the certificate program. Required Courses: X 109 Business Communications (4 units) X Organizational Communication (4 units) X Cross-Cultural Communication and Management in a Global Workforce (4 units) X The Dynamics of Interpersonal Communication (4 units) X Crisis Management and Communications (2 units) Defined Electives (8 units required): X Intensive Grammar and Punctuation Review (4 units) X 418I Business Writing (4 units) X New Business Development and Pitching the Perfect Presentation (4 units) X Best Practices in Social Media for the Communications Professional (2 units) X Digital Communications Strategies (4 units) X Corporate Communications (4 units) X Leadership Communication Strategies (4 units) X Public Speaking for Professionals (4 units) An Application for Candidacy must be submitted by the completion of the second course to be officially enrolled. EEOrganizational Communication m X Management 4 units Designed to give you the knowledge and skills necessary to lead and communicate in today s highly diverse workplace, this course provides the most current innovative approaches to communicating and motivating employees with culturally different expectations through improved interpersonal relationships, team productivity, and overall customer service. You also learn innovative practices specifically geared to today s highly diverse workplace to resolve conflict. Through stimulating, interactive online videos, demonstrations, discussion boards, articles, and selected readings, you maximize your leadership and communication skills and are ready to apply them immediately in the workplace and personal life. For technical requirements see page 4. & Reg# CA Steve L. Horowitz, PhD, Management Consultant, New Freedom Communications. General/Interpersonal/ Small Group Making Your Message Clear 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# CA Through Jan 27: $195 / After: $215 Westwood: 216 Extension Lindbrook Center Sat 9am-4pm, Feb 27, 1 mtg Pamela Kelly, MA, PK Communications Skills Training and Coaching. Working through the Fear of Public Speaking 825 Speech 2.7 CEU Professionals who must make presentations as part of their work often are unprepared to deal with the fear they experience in speaking before an audience. This course provides each participant with a solid foundation in public speaking that is specific to each individual s personality and style. Topics include methods for 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# CA Through Dec 7: $579 / After: $635 UCLA: 3126 Rolfe Hall Thu 7-10pm, Jan 7-Mar 10, 10 mtgs Pamela Kelly, MA, PK Communications Skills Training and Coaching. How to Talk to Anybody 830 Communication 1.5 CEU This 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# CA Through Dec 14: $335 / After: $365 Westwood: 215 Extension Lindbrook Center Thu 7-9:15pm, Jan 14-Feb 18, 6 mtgs Debra Magit, actor and performance coach. Managing Conflict and Disagreement 893 Management 0.6 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. Reg# CA Through Feb 11: $195 / After: $215 Westwood: 131 Extension Gayley Center, Fri 9am-4pm, Mar 11, 1 mtg Joseph P. Reynolds, BA, MDiv/STM, Director, JPR Communication. 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, messages, summaries, résumés, 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# CA Through Dec 7: $579 / After: $635 UCLA: 3135 Rolfe Hall Thu 6-9pm, Jan 7-Mar 17, 11 mtgs Julianne Fowler, MA, management consultant; author. (310) uclaextension.edu/businesscom

13 Enroll at uclaextension.edu or call (800) Business, Management & Legal Programs 31 Online Courses For technical requirements see page 4. Intensive Grammar and Punctuation Review m X 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# CA Through Dec 19: $615 / After: $675 Jan 19-Mar 15 Cassie Rockwell, MA, organizational management. 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# CA Through Dec 14: $615 / After: $675 Jan 14-Mar 10 Judy Shane, MA, communications consultant, Judy Shane Communications. Credit Analysis & Management Online Courses EECredit: Commercial, Personal, and Global m X Management 4 units Business viability, growth, investment, and personal consumption are all dependent on the availability of credit. Credit is a key determinant of terms of sale, marketing, accounts receivable and payable, working capital requirements, financing costs, and cash flows. This overview of credit tools and credit issues presents case studies, including a study of personal and commercial credit rating agencies, sources of credit data, and methods of analyzing data. Students review credit evaluations and decision making (similarities and differences of commercial, consumer, and trade); the credit review function (responsibilities, job descriptions, relationships with other departments); and ways to effectively strengthen credit policies and practices in an organization, including selling the credit function as a significant value-added generator. For technical requirements see page 4. Required course in the Credit Analysis and Management Certificate. & Reg# CA Through Dec 5: $635 / After: $695 Jan 5-Mar 15 Britt Hastey, MS, MBA, Vice Chair, Business Administration Department, Los Angeles City College. EEConducting a Credit Analysis I m X Management 4 units This course is designed to prepare you for your first day of work: where to start, what to look at, what to do, and what you need in a real-world work environment. Learn how to evaluate and explain how to repay an assetbased loan, revolving credit, a term loan. The initial focus is on the cash conversion cycle in the analysis of asset-based loans, trade finance, factoring, accounts receivable securitization, and captive finance companies. Learn how to evaluate and explain credit decisions based on the financial condition of the applicant and other factors equally important in determining creditworthiness. The student will also learn what nonfinancial considerations to evaluate and how to incorporate internal concerns and competing priorities into a final credit decision. For technical requirements see page 4. Required course in the Credit Analysis and Management Certificate. & Reg# CA Through Dec 6: $635 / After: $695 Robert Shultz, Co-Founding Partner, Quote to Cash Solutions (Q2C) LLC. EEConducting a Credit Analysis II m X Management 4 units Learn to look beyond financial statements to evaluate and explain the risk in a borrower s accounting statements, financial projections, and business practices. Analyze aggressive and/or deceptive accounting principles, such as purchase accounting, unfunded pension liabilities, securitized receivables, deferred taxes, and channel stuffing. Examine financial projections, including aggressive assumptions, break-even analysis, and debt service coverage. Explore industry risk, including aggressive and/or deceptive practices used by manufacturers, retailers, importers/exporters, real estate developers, utilities, transportation companies and wholesalers. Dissect the Business Plan: (1) review the components of a complete plan, (2) read, research, fact-check and evaluate the plan, and (3) communicate the SWOT of the business plan with appropriate conclusions. For technical requirements see page 4. Required course in the Credit Analysis and Management Certificate. Enrollment limited; advance enrollment required. & Reg# CA Through Dec 7: $635 / After: $695 Jan 7-Mar 17 Peter H. Lou, MBA, MA, CFA, Senior Manager, Wells Fargo Bank. Course Icons Provide Information At-a-Glance m Online course & Textbook required C UC credit; may be transferable to other colleges and universities M Meets during daytime hours e Credit course may not be taken passed/not passed Credit Analysis & Management Certificate Find a Career Path with Substantial Long-Term Prospects In a world where lending institutions worldwide tighten the reins on how and to whom they will lend money, credit quality often determines if a business can grow, a consumer is financially qualified to buy a home, or a nation is able to sell its debt. With our Credit Analysis and Management Certificate and courses, you ll be poised for a future at the forefront of this growing field. Learn how to evaluate and manage credit risk. Understand, write, and present credit reports. Discover how entities or individuals can improve their credit scores. Employ credit best practices from both the lender and borrower perspectives. And more. This comprehensive certificate also covers: Credit tools and credit issues Case studies of personal and commercial credit rating agencies Sources of credit data and methods of analyzing data How to conduct a credit analysis The cash conversion cycle Aggressive and/or deceptive accounting principles Financial projections Industry risk Managing a loan portfolio Credit management for medium-sized businesses Loan agreement negotiation Bankruptcy, workouts, and reorganization Discover your potential in this growing profession. Learn more about the certificate and benefits at uclaextension.edu/credit, or call (310) (310) uclaextension.edu/credit

14 32 Business, Management & Legal Programs Enroll at uclaextension.edu or call (800) Entrepreneurship For more information call (310) or Certificates: General Business Studies with Concentration in Entrepreneurship Business Administration with Concentration in Entrepreneurship For more information call (310) or visit uclaextension.edu/bamcert. EEEstablishing a Successful Business X Management 4 units Formerly course X 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 bestsellers such 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. Required course in the Small Business Management & Technology Certificate. Enrollment limited. Visitors not permitted. Internet access required to retrieve course materials. & Reg# CA Through Dec 7: $579 / After: $635 Westwood: 115 Extension Gayley Center, Thu 6:30-9:30pm, Jan 7-Mar 17, 11 mtgs C. Scott Hindell, Principal, Hindell Consulting. How to Be a Successful Consultant Management 1.8 CEU Designed to help people successfully transition into the consulting profession, this course helps individuals with less than three years of experience hone their skills to become successful consultants. The course focuses on the three skills that successful consultants need to master: marketing, consulting, and managing the administrative aspects of a professional service practice. Specific topics addressed include distinguishing among different types of consultants, their services, and their deliverables; understanding the business dimensions of a consulting practice, including pricing and billing; understanding marketing and selling, including social networking; understanding engagement letters; the steps in a typical consulting project; basic organization change management; basic project management; and the emotional and family dimensions of being a business owner. Visitors not permitted. Internet access required to retrieve course materials. Reg# CA Through Dec 23: $335 / After: $365 Westwood: 113 Extension Gayley Center, Sat 9am-12pm, Jan 23-Feb 27, 6 mtgs Enrollment deadline: Jan 29 Jerald M. Savin, BA, CPA, CEO, Cambridge Technology Consulting Group. EEEntrepreneurship and New Venture Formation X 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. Internet access required to retrieve course materials. & Reg# CA Through Dec 4: $579 / After: $635 UCLA: 2242 School of Public Affairs Bldg. Mon 6:30-9:30pm, Jan 4-Mar 21, 11 mtgs (no mtg 1/18 & 2/15; 1 mtg to be arranged) Enrollment deadline: Jan 25 Wilton Paul Risenhoover, MBA, Investment Committee, UCLA Venture Capital Fund. EEDeveloping a Business Plan X Management 4 units Formerly course X Learn all aspects of creating a solid first draft of your own business plan. This course begins with a comprehensive situation analysis of your (or your employer s) small business (or case study, if more applicable). You then learn the key components for creating an effective business plan: knowing your existing customers, targeting future customers, customer value formulation, income statement and balance sheet forecasting, revenue forecasting methodologies, competitor assessment and emerging company/product/service competitors, and understanding the pitfalls of small business development. In addition, you look at building and planning an efficient business infrastructure (systems, technology, third-party software); small business finance, cash flow, debt, and financing alternatives; transitioning from personal guarantees and credit lines to a self-financing business model; effectively planning, hiring, and training staff with high potential; the legal aspects of organizing and managing a small business; negotiating skills; and setting day-to-day priorities with the business plan in mind. With these skills, you can build a solid first draft of your business plan. Required course in the Small Business Management and Technology Certificate. Enrollment limited. Visitors not permitted. Internet access required to retrieve course materials. & Reg# CA Through Dec 6: $579 / After: $635 Westwood: 131 Extension Gayley Center, Wed 6:30-9:30pm,, 11 mtgs Frank R. Blair, MBA, Principal, Blair Consulting Group. EEFundamentals of Business Administration and Management X Management 4 units Formerly course X 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 real-world situations and problems. Actual examples from a variety of current sources, such as newspapers and magazines, are analyzed and discussed. Required course in the Small Business Management & Technology Certificate. Enrollment limited. Visitors not permitted. Internet access required to retrieve course materials. & kkk 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 with the following courses: Creating a New Business m Page 32. Fundamentals of Business Administration and Management Page 32. Developing a Business Plan Page 32. Establishing a Successful Business Page 32. Best Practices in Negotiation Page 33. Financial Tools for Business Growth m Page 33. Legal Compliance and Negotiating Skills Page 33. Reg# CA Through Dec 5: $579 / After: $635 UCLA: 5252 Boelter Hall Tue 6:30-9:30pm, Jan 5-Mar 15, 11 mtgs Mark A. Romejko, EdD,Business Manager, Jet Propulsion Laboratory (JPL) EELegal Compliance and Negotiating Skills X Management 4 units Required course in the Small Business Management and Technology Certificate. Visitors not permitted. Internet access required to retrieve course materials. For more information see page 33. & Reg# CA Through Dec 6: $579 / After: $635 UCLA: 150 Royce Hall Wed 6:30-9:30pm,, 11 mtgs R. Brian Compton, CPA, President and Co-Owner, Tax Resolution Services, Co. EEAccounting for Non-Accountants X 429 Management 4 units Internet access required to retrieve course materials. For more information see page 22. & Reg# CA Through Dec 6: $559 / After: $615 UCLA: 1278 School of Public Affairs Bldg. Wed 6:30-9:30pm,, 12 mtgs Nidal B. Ramadan, CPA, MBA, Internal Revenue Agent. Entrepreneurship and New Venture Formation Page 32. How to Be a Successful Consultant Page 32. Online Courses For technical requirements see page 4. EECreating a New Business m X Management 4 units Designed for individuals or partners who are starting or have started a new business, this course teaches the realities of starting and managing a new business, from idea to operation. Employing simulation techniques and a disciplined process for developing a business that includes planning, research, testing of viability, problem solving, decision making, and operation, students work individually and in teams, gaining an understanding and appreciation for cooperation, common goal setting, negotiating, and the execution required of any business organization. Topics include identifying and qualifying 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. & Reg# CA Enrollment deadline: Jan 15 C. Scott Hindell, Principal, Hindell Consulting. Frank R. Blair, MBA, Principal, Blair Consulting Group.

15 Enroll at uclaextension.edu or call (800) Business, Management & Legal Programs 33 EEDeveloping a Business Plan m X Management 4 units Formerly course X Required course in the Small Business Management and Technology Certificate. Enrollment limited. For more information see page 32. & Reg# CA Matthew Richter-Sand, MBA, CEO, Agile Startup. EEFinancial Tools for Business Growth m X Management 4 units This course combines three key topics for direct application to your small business: financial knowledge needed for the non-financial executive; accounting knowledge needed for the non-accounting executive; and financing alternatives available in today s financial marketplace for small business. The course includes such important subjects and applications as SBA (Small Business Administration) loans and guarantees; products tailored for exporters and importers; available management and technology tools; strengthening your business credit applications for lender review and evaluation; today s banking credit practices, tools, practices, and decision-making frameworks; how to effectively engage the lenders ; early preparation of your firm s financial statements to obtain business credit as a replacement for personal credit and guarantees at the earliest possible time, and understanding key financial ratios and their implications for your business. Other key concepts include casting your financing plan in a format preferred by lenders, including clear assumptions of borrowing terms and costs; matching cash flows, interest expenses, and principal repayments; understanding the financial markets, their drivers, and their trends; contingency planning and safety valves ; the trade credit products and their strengths and weaknesses, credit evaluation in the trade credit context; and tools, technology, and resources for financial planning. For technical requirements see page 4. Required course in the Small Business Management and Technology Certificate. Enrollment limited. & Reg# CA James Schaefer, MBA, CPA, Senior Accountant, Partner, Mark Schaefer Associates, LLP. EEFundamentals of Business Administration and Management m X Management 4 units Formerly course X Required course in the Small Business Management & Technology Certificate. Enrollment limited. For more information see page 32. & Reg# CA Maria Vitale, MA, Adjunct Faculty, Brandman University & Chaffey College c UC credit m Online course e Not available passed/not passed & Text required M Course held during daytime hours Small Business Management & Technology EELegal Compliance and Negotiating Skills X Management 4 units The first part of the course focuses on preferred legal structures for a small business as well as a survey of all available business structures; Key Federal, State (particularly California), and Local regulations; Liability protection provided by must have insurance policies; risk mitigation; basics of contract law. The second part of the course aims at increasing your negotiating skills with initial self-assessment, role playing, and case studies. Students role play on specific small business related cases with self and instructor critiques. Communication skill building, effective presenting and stakeholder messaging receive priority attention. Required course in the Small Business Management and Technology Certificate. Visitors not permitted. Internet access required to retrieve course materials. & Reg# CA Through Dec 6: $579 / After: $635 UCLA: 150 Royce Hall Wed 6:30-9:30pm,, 11 mtgs R. Brian Compton, CPA, President and Co-Owner, Tax Resolution Services, Co. Best Practices in Negotiation 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. Advance enrollment required; no enrollment at the door. Internet access required to retrieve course materials. & Reg# CA Through Jan 6: $335 / After: $365 Westwood: 621 UCLA Extension Bldg. Sat 9am-4pm, Feb 6 & 13, 2 mtgs Enrollment deadline: Feb 5 Gary S. Goodman, PhD, JD, MBA, President, Customersatisfaction.com and The Goodman Organization, Inc.; author, Six-Figure Consulting. EEEstablishing a Successful Business X Management 4 units Formerly course X Required course in the Small Business Management & Technology Certificate. Enrollment limited. Visitors not permitted. Internet access required to retrieve course materials. For more information see page 32. & Reg# CA Through Dec 7: $579 / After: $635 Westwood: 115 Extension Gayley Center, Thu 6:30-9:30pm, Jan 7-Mar 17, 11 mtgs C. Scott Hindell, Principal, Hindell Consulting. EEAccounting for Non-Accountants X 429 Management 4 units Internet access required to retrieve course materials. For more information see page 22. & Reg# CA Through Dec 6: $559 / After: $615 UCLA: 1278 School of Public Affairs Bldg. Wed 6:30-9:30pm,, 12 mtgs Nidal B. Ramadan, CPA, MBA, Internal Revenue Agent. Small Business Management & Technology Certificate Curriculum Focused on Increasing the Effectiveness of Small Business Owners and Managers The Small Business Management and Technology Certificate is designed to improve small business leadership, decision making, operations planning, marketing, regulatory compliance, risk management, financing, and long term profitability. The curriculum includes technology resources and examples to support the learning objectives of the certificate and courses. This new certificate will also be beneficial to anyone planning to start their own business by providing substantial know-how and best practices to increase success and reduce risks. Risks are both calculated and unplanned/ surprises, and risk reduction can be achieved by better calculating possible outcomes and attaining higher levels of education to reduce surprises. Learn at your convenience from industry experts. Our program can be completed entirely online to fit your busy schedule and our curriculum advisory board not only includes successful small business owners but the area director of the SBA, commercial credit lenders and leaders, and UCLA s Anderson School of Management. Courses may be taken individually and the entire program, if desired, may be completed in approximately 12 months depending on the specific student s experience and time availability. For more information uclaextension.edu/sbm (310) Required Courses X Developing a Business Plan X Financial Tools for Business Growth X Marketing and Sales Strategies for Entrepreneurial Business X Fundamentals of Business Administration and Management X Legal Compliance & Negotiating Skills X Establishing a Successful Business Pages

16 34 Business, Management & Legal Programs Enroll at uclaextension.edu or call (800) Finance Certificate The nine-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 in the field or transition into a financerelated position. Students may enroll in the certificate with or without a concentration, providing flexibility to tailor the program to match their individual goals and career aspirations. In addition to five foundation courses and four electives, students must also complete the Business Ethics seminar. Students are advised to complete X 1A and X 1B Principles of Accounting (or equivalent courses) prior to enrolling in the certificate. Core Courses: All required. X 130A Basic Managerial Finance X Fundamentals of Investing X Financial Statement Analysis X Money, Banking, and the Financial Markets X 130B Advanced Managerial Finance Ethics Requirement Business Ethics Elective Courses Total of 4 courses required. Students may choose from 1 of the following concentrations: Corporate Finance Credit Analysis & Management Investment Management and Analysis Real Estate Finance For a complete list of electives visit uclaextension.edu/fincert. (310) uclaextension.edu/fincert Candidacy Fee An application for candidacy and a nonrefundable fee of $175 must be submitted by the completion of the second course to officially enroll in this program. Internship in Finance The internship is available to certificate students who have completed a minimum of five courses in the Finance Certificate. The internship provides students an opportunity to gain practical experience with companies covering a variety of finance-related job functions. Industry Certification The Finance Certificate provides relevant course work for students considering a number of industry certifications, including the following: Chartered Financial Analyst (CFA) Certified Management Accountant (CMA ) Financial Planning & Analysis (FP&A) Online Courses For online course technical requirements see page 4. EECreating a New Business m X Management 4 units For more information see page 32. & Reg# CA Enrollment deadline: Jan 15 C. Scott Hindell, Principal, Hindell Consulting. Frank R. Blair, MBA, Principal, Blair Consulting Group. EEDeveloping a Business Plan m X Management 4 units Formerly course X Required course in the Small Business Management and Technology Certificate. Enrollment limited. For more information see page 33. & Reg# CA Matthew Richter-Sand, MBA, CEO, Agile Startup. EEFinancial Tools for Business Growth m X Management 4 units Required course in the Small Business Management and Technology Certificate. Enrollment limited. For more information see page 33. & Reg# CA James Schaefer, MBA, CPA, Senior Accountant, Partner, Mark Schaefer Associates, LLP. Finance & Investments Finance For more information call (310) or [email protected]. Those students planning to pursue a career as financial or investment professionals are advised to enroll in the Finance Certificate. Students are advised to complete X 1A and X 1B Principles of Accounting (or equivalent courses) before enrolling in the certificate since these are prerequisites for many courses in the curriculum. EEBasic Managerial Finance X 130A Management 4 units c This course offers an introduction to some of the more important topics in Managerial Finance, with an emphasis on the methods and sources of financing for corporations. Topics include corporate financial analysis, financial planning procedures, present value and security valuation, capital budgeting, capital structure and approaches to raising capital. The course also covers securities markets, factors and models explaining security returns, and the concept of market efficiency. Financial calculator is required. Prerequisite: X 1A and X 1B Principles of Accounting or equivalent or consent of instructor. Required course in the Finance Certificate, Business Fundamentals, and Business Administration Certificates. Elective in the Accounting Certificate. Internet access required to retrieve course materials. & Reg# CA Through Dec 5: $559 / After: $615 Westwood: 214 Extension Lindbrook Center Fred R. Kuhns, CMA, MBA, Principal, FRK Consulting. EEAdvanced Managerial Finance 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. Internet access required to retrieve course materials. & Reg# CA Through Dec 5: $559 / After: $615 UCLA: 2232 School of Public Affairs Bldg. David E. French, MBA, President, David French & Associates, LLC, A Business Strategy Consultancy. EEMergers and Acquisitions X Management 4 units This course is intended primarily for investors looking to acquire a small to mid-sized business, or corporate executives and professionals looking to expand their company s prospects via merger and acquisition (M&A). This course combines an analytical framework with real-world applications to introduce the key processes and the techniques involving business combinations. Key topics include current trends in M&A, accounting foundations, legal constraints, tax implications, business valuation techniques, and M&A risk management. Students learn how to prepare, evaluate and execute business mergers and acquisitions through lectures, discussion forums, cases studies, and assigned practice questions. Participants 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 combination. Prerequisite: X 130A Basic Managerial Finance or equivalent or the consent of the instructor. Elective course in the Finance Certificate. & Reg# CA Through Dec 6: $559 / After: $615 UCLA: 2232 School of Public Affairs Bldg. Wed 6:30-9:30pm,, 12 mtgs Alec Salemon, BS,Principal, BWS Capital Partners. EEMoney, Banking, and the Financial Markets X 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. A review and discussion of recent financial legislation also is included. Prerequisite: X 1A and X 1B Principles of Accounting. Required course in the Finance Certificate. Business-related. Enrollment limited; early enrollment advised. Internet access required to retrieve course materials. & Reg# CA Through Dec 4: $559 / After: $615 Westwood: 204AB Extension Lindbrook Center Mon 6:30-9:30pm, Jan 4-Mar 21, 12 mtgs (no mtg 1/18 & 2/15; 2 mtgs to be arranged) Mark E. Buchman, BS, President, PacRim Financial Consultants; recipient, UCLA Extension Distinguished Instructor Award, 2012.

17 Enroll at uclaextension.edu or call (800) Business, Management & Legal Programs 35 EEInternship in Finance X Management 4 units The internship provides practical experience in a variety of finance-related job functions within the private, public, or nonprofit sectors, and is an opportunity to apply the material previously studied in your finance courses. Students intern with sponsoring companies for a minimum of 120 hours and must secure their internship assignment before enrolling. Elective in the Finance Certificate. Enrollment limited. International students must contact the International Student Office at (310) to confirm eligibility. Restricted course; web enrollments automatically generate a Permission to Enroll request, after which our advisor will contact you. Restricted to students enrolled in the Finance Certificate who have completed a minimum of five courses in their program. Visitors not permitted. Reg# CA Fee: $615 Charles E. P. Wood, MBA, President, C. E. Peterson & Company. EEFinancial Statement Analysis X Management 4 units This course is intended for financial and credit analysts, CPA or CFA candidates, investors, business managers, or 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. Particular emphasis is placed on quality of earnings 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. Internet access required to retrieve course materials. & Reg# CA Through Dec 7: $559 / After: $615 UCLA: 2214 School of Public Affairs Bldg. Thu 6:30-9:30pm, Jan 7-Mar 24, 12 mtgs Chee-Sum Tan, MBA, FCCA, CPA, CFA, ABV, Controller/ Accounting Manager, Union Bank of California. EEFundamentals of Investing X Management 4 units Required course in the Finance Certificate. Internet access required to retrieve course materials. For more information see page 36. & Reg# CA Through Dec 4: $559 / After: $615 Westwood: 111 Extension Gayley Center, Mon 6:30-9:30pm, Jan 4-Mar 21, 12 mtgs (no mtg 1/18 & 2/15; 2 mtgs to be arranged) Joseph J. Klauzar, BA, MA, MBA, Portfolio Manager, Morgan Stanley. Reg# CA Through Dec 7: $559 / After: $615 Downtown Los Angeles: 107B UCLA Extension DTLA, 261 S. Figueroa St. Thu 6:30-9:30pm, Jan 7-Mar 24, 12 mtgs EEInternational Finance X 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 Introduction to International Business and X 130A Basics of Managerial Finance. Elective course in the Finance Certificate. & Reg# CA Through Dec 6: $559 / After: $615 UCLA: 2214 School of Public Affairs Bldg. Wed 6:30-9:30pm,, 12 mtgs David E. French, MBA, President, David French & Associates, LLC, A Business Strategy Consultancy. CMA Exam Review Part I: Financial Reporting, Planning, Performance, and Control Management 3.6 CEU This 12-week, instructor-led review course provides a comprehensive overview to assist in preparation for Part I of the Certified Management Accountant (CMA) Exam. Part I covers external financial reporting decisions; planning, budgeting, and forecasting; performance measurements; cost management; and internal controls. Instruction uses the IMA s Wiley CMA Learning System, which includes textbooks with sample practice tests that include retired CMA exam questions and answers. The CMA Exam Review Part I is NOT a prerequisite to the CMA Exam Review Part II. They may be taken concurrently. Course materials are not included and must be purchased separately. & Reg# CA Through Dec 28: $795 / After: $875 UCLA: 2232 School of Public Affairs Bldg. Thu 6:30-9:30pm, Jan 28-Apr 14, 12 mtgs Fred R. Kuhns, CMA, MBA, Principal, FRK Consulting. CMA Exam Review Part II: Financial Decision Making Management 3.6 CEU This 12-week, instructor-led review course provides a comprehensive overview to assist in preparation for Part II of the Certified Management Accountant (CMA) Exam. Part II covers financial decision making, financial statement analysis, corporate finance, decision analysis, risk management, investment decisions and professional ethics. Instruction uses the IMA s Wiley CMA Learning System, which includes textbooks with sample practice test questions and responses, participant guide, and access to online practice tests with retired CMA exam questions and answers. Course materials are not included and must be purchased separately. & Reg# CA Through Dec 25: $795 / After: $875 UCLA: 161 Dodd Hall Mon 6:30-9:30pm, Jan 25-Apr 11, 12 mtgs (no mtg 2/15; 1 mtg to be arranged) Chee-Sum Tan, MBA, FCCA, CPA, CFA, ABV, Controller/ Accounting Manager, Union Bank of California. Are You Completing Your Certificate? To take part in Extension s 2016 Graduation Ceremony in June, you must be officially enrolled in your desired certificate by February 13, 2016 and have completed your program between Fall 2015 and Summer If you meet the above criteria, log in to My Extension and click on Certificate Completion/ Graduation to declare your completion and save your spot for graduation. Seminars Excel Modeling Tips and Techniques for Improved Productivity: Intermediate Management 0.8 CEU Includes course materials. This one-day seminar is primarily intended for intermediate Excel users who want to learn tips and techniques that will help them take their Excel model-building skills to the next level. Topics include the QAT (Quick Access Toolbar), Camera, Subtotaling, Data Validation, keyboard shortcuts, key functions (e.g. VLOOKUP, SUBTOTAL, XIRR, etc.), creating mega formulas, conditional formatting, using Goal Seek, modeling best practices, protection techniques, forms controls, introduction to macros (recorder), and much more. Demo models are discussed and made available to attendees. The seminar is structured in a lecture format; computers are not provided (nor required). The instructor uses Windows/ Microsoft Office Excel for PC. Enrollment limited. Advance enrollment is highly recommended. Single admission at the door, space permitting; payment by credit card only. Reg# CA Through Jan 20: $159 / After: $175 Westwood: 216 Extension Lindbrook Center Sat 8:30am-4:30pm, Feb 20, 1 mtg Eric W. Augusta, MBA, Senior Financial Executive, Vice President, Financial Planning and Analysis, E. W. Augusta & Associates. Online Courses For technical requirements see page 4. EEBasic Managerial Finance m X 130A Management 4 units c Prerequisite: X 1A and X 1B Principles of Accounting or equivalent or consent of instructor. Required course in the Finance Certificate, Business Fundamentals, and Business Administration Certificates. Elective in the Accounting Certificate. Enrollment limited. Midterm and final exams are proctored online; additional requirements include microphone, headphones/speakers, and webcam. For more information see page 34. & Reg# CA Ralph Joe Zwetow, MBA, Principal, Credit Training Resources. EEFinance for the Non-Financial Manager m X Management 4 units As the language of business, finance must be understood to effectively manage all types of organizations. This course examines the objectives, tools of analysis, applications, and how organizational plans and activities are reflected in financial terms. Topics include financial planning, ratio analysis, cash flow and break-even analysis, cash management, performance budgets, capital budgeting, capital acquisition, securities markets, and capital structure. Upon completing this course, students should better understand how to record, analyze, and forecast organizational funds/ activities. For technical requirements see page 4. Enrollment limited. & Reg# CA Course Icons Provide Information At-a-Glance m Online course & Textbook required M Meets during daytime hours e Credit course may not be taken passed/not passed

18 36 Business, Management & Legal Programs Enroll at uclaextension.edu or call (800) Self-Study Online Programs & Courses In Finance & Investments Offered in collaboration with Global Windows Partners, these online 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 for more information. For frequently ask questions visit unex.gwpartners.com. Also consider the following two self-study sequential programs that can be completed within 1 2 years. Online Series in Investment Banking Learn more at uclaextension.edu/finance_osib. EEFundamentals of Corporate Budgeting m X Management 4 units 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 the Finance Certificate. Enrollment limited. & Reg# CA Through Dec 13: $625 / After: $685 Wayne A. Hollman, BA, MBA, PhD, financial advisor. EEBusiness Valuation m X 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 Online Series in Mergers & Acquisitions Learn more at uclaextension.edu/finance_osma. Windows PC and high-speed Internet connection are required to access the online self-study courses. (310) 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. For technical requirements see page 4. Elective course in the Finance Certificate. Enrollment limited. & Reg# CA Through Dec 13: $625 / After: $685 Peter H. Lou, MBA, MA, CFA, Senior Manager, Wells Fargo Bank. EEMoney, Banking, and the Financial Markets m X 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 the Finance Certificate. Enrollment limited. & Reg# CA Ashraf Z. Almurdaah, MA, Professor of Finance & Economics, Los Angeles City College. EEFinancial Statement Analysis m X Management 4 units Prerequisite: X 1A and X 1B Principles of Accounting, or consent of instructor. Required course in the Finance Certificate. Enrollment limited. For more information see page 35. & Reg# CA Ralph Joe Zwetow, MBA, Principal, Credit Training Resources. Reg# CA Neha Kumar, BA, MBA, consultant. EESecurity Analysis m X Management 4 units This updated, rigorous, and exciting course examines companies and industries using a fundamental and timeless classical approach first developed by Benjamin Graham in 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. For technical requirements see page 4. Prerequisite: X Introduction to Investments and X Financial Statements Analysis or consent of instructor. Elective course in Finance Certificate. Enrollment limited. & Reg# CA Through Dec 13: $625 / After: $685 Peter H. Lou, MBA, MA, CFA, Senior Manager, Wells Fargo Bank. EEMath for Finance m X Management 4 units Enrollment limited. For more information see page 27. & Reg# CA Sharat Batra, MBA, Mechanical Engineer, Los Angeles Department of Water and Power. Investments For more information call (310) or [email protected]. EEFundamentals of Investing X Management 4 units 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 market 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 the Finance Certificate. Internet access required to retrieve course materials. & Reg# CA Through Dec 4: $559 / After: $615 Westwood: 111 Extension Gayley Center, Mon 6:30-9:30pm, Jan 4-Mar 21, 12 mtgs (no mtg 1/18 & 2/15; 2 mtgs to be arranged) Joseph J. Klauzar, BA, MA, MBA, Portfolio Manager, Morgan Stanley. kkk Reg# CA Through Dec 7: $559 / After: $615 Downtown Los Angeles: 107B UCLA Extension DTLA, 261 S. Figueroa St. Thu 6:30-9:30pm, Jan 7-Mar 24, 12 mtgs EESecurity Analysis X Management 4 units This updated, rigorous, and exciting course examines companies and industries using a fundamental and timeless classical approach first developed by Benjamin Graham in 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 Fundamentals of Investing and X Financial Statement Analysis or consent of instructor. Elective course in Finance Certificate. Internet access required to retrieve course materials. & Reg# CA Through Dec 6: $559 / After: $615 UCLA: 2238 School of Public Affairs Bldg. Wed 6:30-9:30pm,, 12 mtgs Charles E. P. Wood, MBA, President, C. E. Peterson & Company. EEAlternative Investment Strategies X Management 4 units This course is designed for financial professionals and personal investors who recognize the importance of diversifying their investment portfolios and who have a desire to understand the risk and rewards of various trading styles in several asset classes. Instruction provides an overview of commodity futures and options, computer trading models, managed futures, commodity pools, diamonds, physical gold, and bitcoins. Topics include a history of futures and the exchanges; mathematical expectations behind many popular investing beliefs and conventional wisdoms ; behavioral and emotional aspects of investing; orders, including entry and exit strategies, risk management, and measurement; income tax considerations; asset allocation and correlation and non-correlation studies; and an overview of trading data providers and trading software. Guest lectures given by experienced traders and financial professionals expound upon the various subjects covered. Elective course in the Finance Certificate Internet access required to retrieve course materials. & Reg# CA Through Dec 5: $559 / After: $615 UCLA: 1256 School of Public Affairs Bldg. Raymond S. Goldsmith, BS, Senior Commodity Specialist, PFGBest.com. EEBehavioral Finance X 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 the Finance Certificate. & kkk

19 Enroll at uclaextension.edu or call (800) Business, Management & Legal Programs 37 Investor Series Designed for individual investors, the Investor Series surveys various facets of investment strategies for creating and maximizing long-term wealth and financial health. Offered conveniently on Saturdays, the series consists of three one-day seminars that cover a wide range of investment topics for better managing your portfolio. UCLA Extension Certificate Students are eligible for a $50 discount for each seminar! Early enrollment is highly recommended. Offered This Quarter Behavioral Finance Alternative Investments Practical Investing Page 37. [email protected] (310) uclaextension.edu/investorseries Complete Your Finance Courses Online Our instructor-led online courses give you the flexibility to study from anywhere, at any time. Take individual courses entirely online or enroll in the Finance Certificate and combine regular on-ground courses with those online. Offered Online This Quarter X 130A Basic Managerial Finance X Financial Statement Analysis X Fundamentals of Investing X Finance for Non-Financial Manager X Fundamentals of Corporate Budgeting X Business Valuation X Money, Banking and the Financial Markets For a complete list of courses visit uclaextension.edu/finance. Reg# CA Through Dec 7: $559 / After: $615 UCLA: 2238 School of Public Affairs Bldg. Thu 6:30-9:30pm, Jan 7-Mar 24, 12 mtgs EEAdvanced Security Analysis X Management 4 units This rigorous and exciting course builds upon the foundation laid in X Security Analysis using advanced techniques of analysis to seek profitable opportunities in securities. Students are introduced to several useful concepts that many hedge funds employ today. Instruction also includes an overview of the boom-to-bust cycle from a historical perspective and how it can affect investment strategy. Using case study analysis of companies, securities, and investment managers, participants gain further insight to portfolio management, risk control, and how to use those skills to increase performance of their portfolios. Prerequisite: X Security Analysis or two years of experience in investing in securities and the ability to use a financial calculator (HP 12C preferred). Elective course in Certificate in Finance. Reg# CA Through Dec 4: $559 / After: $615 UCLA: 167 Dodd Hall Mon 6:30-9:30pm, Jan 4-Mar 21, 12 mtgs (no mtg 1/18 & 2/15; 2 mtgs to be arranged) Steven L. Yamshon, PhD, LhD, MBA, Managing Director, Stevens First Principles Investment Advisors EEInternational Investing X Management 4 units More and more individuals are investing internationally to take advantage of its potential growth and to diversify their investment portfolio. This course provides you with a comprehensive overview of investment opportunities and strategies in international markets, including the developed world and expanding emerging markets. Learn how to navigate the obstacles that confront the international equity and bond markets and the special risks involved with international investing. Topics include examining how asset allocation strategies can help to control risk, international investment products, analyzing political and economic risks in countries and regions, performing research and identifying information sources, and balancing and controlling risks. With these and other tools, you learn to make informed investment decisions and analyze the global and regional economic trends that may affect investment outcomes. & kkk Reg# CA Through Dec 5: $559 / After: $615 UCLA: 1337 School of Public Affairs Bldg. EEInvestments in Personal Financial Planning X Management 4 units Prerequisite: X Survey of Personal Financial Planning and X Financial Analysis in Personal Financial Planning, or consent of instructor. Required course in the Personal Financial Planning Certificate. Internet access required to retrieve course materials. For more information see page 52. & Reg# CA Through Dec 6: $559 / After: $615 UCLA: 167 Dodd Hall Wed 6:30-9:30pm,, 12 mtgs Stephen T. Minihan, MBA, CFP, Westlake Financial Advisors LLC. Seminars Investor Series For more information call (310) or [email protected]. Designed for individual investors, the Investor Series surveys various facets of investment strategies for creating and maximizing longterm wealth and financial health. Offered conveniently on Saturdays, the series consists of three one-day seminars that cover a wide range of investment topics for better managing your portfolio. UCLA Extension certificate students and graduates are eligible to enroll at a special rate of $55 per seminar. Contact Sam Gomez at [email protected] for details. Behavioral Finance Management 0.6 CEU Includes course materials. This one-day seminar is based on the fundamental principle that the first step to successfully investing your money is to not lose it. Participants are introduced to the theory and practice of behavioral finance, including a history of financial bubbles, scams, and an overview of the heuristics ( rules of thumb ) and biases that drive human behavior. Takeaways include a general understanding of common investment mistakes, the role of randomness in finance, and practical applications of behavioral finance. Enrollment limited. Advance enrollment is highly recommended. Single admission at the door, space permitting; payment by credit card only. Internet access required to retrieve course materials. Reg# CA Through Jan 6: $95 / After: $105 Reg# CA (Special Rate for UCLA Extension Certificate Students) Fee: $55 Westwood: 216 Extension Lindbrook Center Sat 9am-3pm, Feb 6, 1 mtg Charles E. P. Wood, MBA, President, C. E. Peterson & Company. Alternative Investments Management 0.6 CEU Includes course materials. This one-day seminar is designed for individual investors wishing to explore alternative investment vehicles outside the standard equity or debt instruments with the goal of furthering overall portfolio diversification. Instruction provides a general summary and discussion of futures and options, commodities, convertible securities, unit investments trusts (UITs), real estate investment trusts (REITS), exchange traded funds (ETFs), and annuities. Learn how to analyze the correlation between alternative investments with traditional financial investments, such as stocks and bonds, and gain an overview of historical risk and return data as well as the relative costs and potential barriers for purchasing these assets. Enrollment limited. Advance enrollment highly recommended. Participants may enroll at the door, space permitting. Payment by credit card only. Internet access required to retrieve course materials. Reg# CA Through Jan 27: $95 / After: $105 Reg# CA (Special Rate for UCLA Extension Certificate Students) Fee: $55 Westwood: 204CD Extension Lindbrook Center Sat 9am-3pm, Feb 27, 1 mtg Practical Investing Management 0.6 CEU Includes course materials. Learn about your investments and how to construct a more effective portfolio in this one-day seminar. Participants are provided with an overview of key investment fundamentals and then learn how to apply these principles. Topics include risk/reward profiles, portfolio construction using multiple asset classes, tax strategies (mutual funds vs. ETFs, tax advantaged accounts), basic statistical measurements, and using macro-economic analysis for investment decision making. Socially responsible investing, ethics, and the role of the financial advisor also are covered. Students leave the class with a better understanding of how to apply practical investment concepts to achieve long-term financial goals. Enrollment limited. Early enrollment is highly recommended. Participants may enroll at the door, space permitting, with payment by credit card only. Internet access required to retrieve course materials. Reg# CA Through Feb 12: $95 / After: $105 Reg# CA (Special Rate for UCLA Extension Certificate Students) Fee: $55 Westwood: 111 Extension Gayley Center, Sat 9am-3pm, Mar 12, 1 mtg Online Courses For technical requirements see page 4. EEFundamentals of Investing m X Management 4 units Elective course in the Finance Certificate. Enrollment limited. For more information see page 36. & Reg# CA Through Dec 13: $625 / After: $685 Salman A. Sadiq, BA, MBA, JD, Attorney, Financial Industry Regulatory Authority. EESecurity Analysis m X Management 4 units Prerequisite: X Introduction to Investments and X Financial Statements Analysis or consent of instructor. Elective course in Finance Certificate. Enrollment limited. For more information see page 36. & Reg# CA Through Dec 13: $625 / After: $685 Peter H. Lou, MBA, MA, CFA, Senior Manager, Wells Fargo Bank.

20 38 Business, Management & Legal Programs Enroll at uclaextension.edu or call (800) Personal Finance Series Financial Empowerment in a Convenient Format Enhance your financial literacy by attending the Personal Finance Series. These three seminars outline strategies and techniques for successfully managing your finances to help you reach your long-term financial goals. UCLA Extension Certificate Students are eligible for a $50 discount for each seminar! Early enrollment is highly recommended. (310) uclaextension.edu/pfseries NOW ONLINE EEThe Science and Art of Investing m X Management 4 units The field of investing has evolved into a rigorous, evidence-based discipline of collecting and analyzing data by researchers and practitioners to uncover the sources of risk and return, which in turn inform how portfolios should be constructed. At the same time, the field of behavioral finance has evolved to demonstrate and explain why investors do not always make financial decisions that are rational. This course explores, on the one hand, the rational, analytical approach to investing, including the efficiency of markets, the factors of risk in markets and the leading models used in the design of portfolios. On the other hand, the course also explores in detail many of the most important behavioral biases that stand in the way of investors making smart decision with their money. Intended for individual investors and financial professionals, the course borrows from numerous real client cases and will address the ultimate question of designing portfolios. For technical requirements see page 4. Elective course in Finance Certificate. Enrollment limited. & Reg# CA Through Dec 13: $625 / After: $685 John Alexander, MBA, test preparation specialist NOW ONLINE EEManaging and Understanding Stock Option Strategies m X Management 4 units Whether your personal investment style is conservative or aggressive, long-term or short-term, this indepth 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. Prerequisite: A basic understanding of the stock market is recommended. Elective course in Finance Certificate. Enrollment limited. & kkk Offered This Quarter Introduction to Personal Money Management Creating and Maintaining a Personal Budget Practical Investing Page 38. Reg# CA Through Dec 13: $625 / After: $685 Financial Literacy For more information call (310) or [email protected]. The courses and seminars in this section are designed for individuals and families 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, risk management and insurance, and retirement planning. EEFundamentals of Personal Finance X Management 4 units This is the one course you wish you d taken back in high school! Intended for individuals of any age and financial background, this 12-week course provides the fundamentals and underlying principles of personal finance. Instruction includes a comprehensive review in the areas of cash management and consumer credit; housing and other consumer buying decisions; investment basics; insurance and legal protection; retirement planning; funding educational expenses; and estate planning. Participants leave the class with a thorough understanding of personal financial planning techniques and a step-by-step approach for putting these strategies into action. & Reg# CA Through Dec 5: $559 / After: $615 Reg# CA (Non-Credit) Through Dec 5: $469 / After: $515 UCLA: 2242 School of Public Affairs Bldg. Steven L. Gail, BA, Registered Option Principal, Amerivet Securities, Inc. Online Courses For technical requirements see page 4. NOW ONLINE Money Skills 101 m Management 1.2 CEU Creating wealth is a skill. This course shows you how to acquire and develop that skill. You learn how to create a personal financial plan, how to execute that plan, and avoid the common missteps that most people usually make. Topics include understanding and valuing the stock market, how and when to invest, what type of investments and accounts are best suited for you, and learning to differentiate what information is actually important from that which is simply noise. This is a practical course, at times unconventional, but fundamentally rooted in generating results. The skills taught are time-tested and proven. You discover what motivates you financially, and use this motivation to be more proactive in managing your personal finances and attaining your goals. For technical requirements see page 4. Reg# CA Through Jan 10: $229 / After: $249 Feb 10-Mar 2 Darrach McCarthy, Managing Partner at Victus Capital Wealth, LLC. Personal Finance Series For more information, call (310) or [email protected]. Enhance your financial literacy and effectively manage your finances by attending our Personal Finance Series. Offered conveniently on Saturday, the series consists of three one-day seminars that cover a wider range of topics for organizing your personal finances. UCLA Extension certificate students and graduates are eligible to enroll at a special rate of $55 per seminar. Contact Sam Gomez at sgomez@ uclaextension.edu for details. Introduction to Personal Money Management Management 0.6 CEU Includes course materials. Based on the teachings of the classic personal finance book The Wealthy Barber, this one-day seminar simplifies the complex puzzles of personal money management into easy-to-understand terms that can be immediately implemented. The seminar illustrates how you can take control of your financial future slowly, steadily, and with proven success. Topics include The 10% Solution ; wills, life insurance, and responsibility; planning for retirement; home ownership; savvy saving techniques; insights into investments and ideas how to save on income taxes. You leave with an understanding that money management is not only relatively simple, but can also be fun. Enrollment limited. This seminar is part of the Personal Finance Series. Advance enrollment is highly recommended. Single admission at the door, space permitting; payment by credit card only. Internet access required to retrieve course materials. Reg# CA Through Dec 30: $95 / After: $105 Reg# CA (Special Rate for UCLA Extension Certificate Students) Fee: $55 Westwood: 216 Extension Lindbrook Center Sat 9am-3pm, Jan 30, 1 mtg Salvatore John Iannotti, MBA, CCIM, Financial Planning Certificate, UCLA Extension; Vice President of Finance, Mona Marshall Enterprises Creating and Maintaining Your Personal Budget Management 0.6 CEU Includes course materials. Creating and maintaining a budget is vital for successfully managing your personal finances. Before you start, you must recognize where your money is coming from, how much is there, and where it is all going. In this 1-day seminar, participants learn key steps for putting together a budgeting plan, including gathering and recording sources of income, breaking expenses into 2 categories (fixed and variable), and methods for tracking the budget flow. Web-based resources and computer-based budgeting software also are covered. Leave the class with a clearer picture of your statement of personal cash flows and an action plan for creating a sustainable, long-term personal budget. This seminar is part of the Personal Finance Sequence. Early enrollment is highly recommended. Participants may enroll at the door, space permitting, with payment by credit card only. Internet access required to retrieve course materials. Reg# CA Through Jan 20: $95 / After: $105 Reg# CA (Special Rate for UCLA Extension Certificate Students) Fee: $55 Westwood: 201 Extension Lindbrook Center Sat 9am-3pm, Feb 20, 1 mtg Steven L. Gail, BA, Registered Option Principal, Amerivet Securities, Inc. Practical Investing Management 0.6 CEU Includes course materials. Learn about your investments and how to construct a more effective portfolio in this one-day seminar. Participants are provided with an overview of key investment fundamentals and then learn how to apply these principles. Topics include risk/reward profiles, portfolio construction using multiple asset classes, tax strategies (mutual funds vs. ETFs, tax advantaged accounts), basic statistical measurements, and using macro-economic analysis for investment decision making. Socially responsible investing, ethics, and the role of the financial advisor also are covered. Students leave the class with a better understanding of how to apply practical investment concepts to achieve long-term financial goals. Enrollment limited. Early enrollment is highly recommended. Participants may enroll at the door, space permitting, with payment by credit card only. Internet access required to retrieve course materials. Reg# CA Through Feb 12: $95 / After: $105 Reg# CA (Special Rate for UCLA Extension Certificate Students) Fee: $55 Westwood: 111 Extension Gayley Center, Sat 9am-3pm, Mar 12, 1 mtg Fundraising & Nonprofit Management For more information call (310) or [email protected]. For online technical requirements see page 4. Fundraising Principles of Fundraising m X Public Policy 4 units This survey course explores various fundraising strategies and practices as well as presents an overview of the integral role of fundraising in relation to the fiscal viability of nonprofit organizations and supporting the mission of nonprofit organizations. The course looks at fundraising from the perspective of individuals, corporations, and foundations. It explains basic grant writing processes and strategies for grant funding. The art of the ask is also addressed. For technical requirements see page 4. Required course toward Fundraising and Nonprofit Management Certificates and recommended to take as initial course. Enrollment limited to 25 students. Early enrollment advised. & kkk

21 Enroll at uclaextension.edu or call (800) Business, Management & Legal Programs 39 Reg# CA Through Dec 4: $625 / After: $688 Jan 4-Mar 13 Pamela Barden, DBA, CFRE, 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 earned a Doctorate of Business Administration in Her doctoral project was entitled, Nonprofit Organizations Awareness of and Preparation for Legislation, Regulation, and Increasing Scrutiny. Annual Giving 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, phon , 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. For technical requirements see page 4. Required course toward Fundraising Certificate. Enrollment limited to 25 students. Visitors not permitted. Internet access required to retrieve course materials. & Reg# CA Through Dec 6: $379 / After: $415 Westwood: 211 Extension Lindbrook Center Wed 7-10pm, Jan 6-Feb 10, 6 mtgs Janet Levine, MBA, Owner/Development Consultant, Janet Levine Consulting, where she specializes in resource development and capacity building for nonprofit and education organizations. Ms. Levine has over 25 years experience as a fundraising and university advancement executive, and has held positions at California State University, Dominguez Hills, Pasadena City College, American Film Institute, University of Oregon, and USC among others. Ms. Levine co-authored Get Ready, Get Set, Get Grants and Getting Grants Step by Step and has presented at Council for Advancement and Support of Education, Association of Fundraising Professionals, and other professional conferences. 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 Certificate. Internet access required to retrieve course materials. & Reg# CA Through Jan 18: $379 / After: $415 UCLA: 162 Royce Hall Thu 7-10pm, Feb 18-Mar 24, 6 mtgs Connie Maguire, CFRE, MA, Senior Vice President, Netzel Grigsby Associates. Previous: Associate General Director, Santa Monica YMCA. Executive Director, Palisades-Malibu YMCA. Amanda Rothstein, Individual Giving Associate, KCRW. Successful Grant Proposals m X 480 Communication 3 units Designed for beginners and those who want to hone their skills, this intensive workshop teaches 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 is also covered. Prerequisite: Principles of Fundraising, equivalent experience, or consent of the instructor. Required course toward Fundraising Certificates. Enrollment limited to 25 students. & Reg# CA Through Dec 13: $525 / After: $573 Jan 13-Mar 16 Cara Seitchek, development officer, grant proposal writer, and prospect researcher for more than 15 years experience with fundraising, specializing in foundation relations. Ms. Seitchek s background includes the fields of public broadcasting, the arts and humanities, sciences, health, policy, and international issues. Nonprofit Management Principles of Fundraising m X Public Policy 4 units Required course toward Fundraising and Nonprofit Management Certificates and recommended to take as initial course. Enrollment limited to 25 students. Early enrollment advised. For more information see page 38. & Reg# CA Through Dec 4: $625 / After: $688 Jan 4-Mar 13 Pamela Barden, for credits see page 38. Nonprofit Governance and Board Management m X Public Policy 4 units This course presents an overview of the role of advisory boards and nonprofit governance practices. It explores how best to identify board members and examines their roles on the board. The course also looks at the importance of board relations; board recruitment and management strategies are explored for all types of nonprofit organizations (international, national, state, local). Systems of governance and their importance to the longevity and viability of the nonprofit also are discussed. For technical requirements see page 4. Prerequisite: X 470 The Evolving Role of Nonprofits in Society: Activism, Advocacy, and Social Responsibility and X Principles of Fundraising or equivalent experience. Required course toward Nonprofit Management Certificate. Enrollment limited; early enrollment advised. & Reg# CA Through Dec 11: $625 / After: $688 Jan 11-Mar 21 Kim Williams, EdD, independent management consultant specializing in nonprofit board development, strategic planning, ethics and accountability, board succession, and executive transition; Faculty, Los Angeles Junior Chamber of Commerce Riordan Volunteer Leadership Development Program and Junior League of Los Angeles Board Fellows Program; Board of Directors, Rotary Club of Los Angeles. Organize Your Financial Life Enhance your financial literacy and learn how to better manage your day-to-day personal finances. Fundamentals of Personal Finance This is the one course you wish you d taken back in high school! Intended for individuals of any age, this 12-week course provides the underlying principles of personal finance, including planning techniques and a step-by-step approach for putting these techniques into action. Page 38. Money Skills 101 m A financial boot camp for everyone! This four-week course covers the key tenets of personal financial planning: investing, debt and cash management, education funding, insurance and retirement, and estate planning. Participants leave the course financially fitter, with a proactive approach to securing their financial future. Page 38. [email protected] (310) uclaextension.edu/financial-lit Nonprofit Management Turn your passion and commitment into a successful career in the nonprofit arena. The Nonprofit Management Certificate is a one-year intensive program designed for nonprofit professionals seeking higher levels of management responsibility by enhancing overall nonprofit performance and organization. This certificate ref lects a multidisciplinary approach from highly accomplished professionals in the nonprofit sector. Develop Your Professional Skills Network with experienced nonprofit leaders, educators, and peers Study nonprofit governance, capacity building, strategic planning, and program evaluation Flexible Courses Enroll in convenient online courses for professional development or to test drive the program before establishing your certificate candidacy. For more information about certificate eligibility, the application process and other details: uclaextension.edu/nonprofit [email protected] (310)

22 40 Business, Management & Legal Programs Enroll at uclaextension.edu or call (800) Fundraising Certificate Designed for Your Career Learn to specialize in fundraising to advance your career in the nonprofit sector. Are you interested in developing your skill set to: Become a professional fundraiser or development officer Learn about traditional fundraising campaigns such as annual giving, planned giving, and major gift Work with boards of directors and volunteers Our fundraising certificate leverages your interests and/or experience in the nonprofit arena by helping you build a specialized and strategic skill set necessary for a successful career in fundraising. Our courses offer comprehensive professional development directly from current techniques and skills in the exciting, challenging and rewarding fundraising and nonprofit sector. [email protected] (310) uclaextension.edu/fundraising Flexible Study Options Enroll in individual courses or for the complete Fundraising Certificate. Some of our courses are offered online. Internship Opportunity Get real-world experience with an internship. Only students enrolled in the certificate program who have taken a majority of required courses are eligible. Accounting Courses Of Interest to Fundraising and Nonprofit Professionals Nonprofit Accounting m Page 24. Organizational Governance and Ethics Page 28. Accounting for Non-Accountants Page 22. Fundamentals of Corporate Budgeting Page 36. Capacity Building for Nonprofit Leaders and Managers m X Public Policy 4 units This course explores principles and practices that strengthen the capacity of nonprofit leaders, managers, and board members to fulfill the organization s mission and advocate for the communities they serve. Students are introduced to tools and resources to assess and improve internal operations, measure program effectiveness, build board and executive leadership, and strengthen community outreach and impact. For technical requirements see page 4. Required course toward Nonprofit Management Certificate. Elective course toward Fundraising Certificate. Enrollment limited; early enrollment advised. & Reg# CA Through Dec 11: $625 / After: $688 Jan 11-Mar 21 Kim Williams, for credits see page 39. Emergency Management & Homeland Security For more information call (310) EETesting, Training, and Exercises for Business and Government Agencies X Management 4 units Every organization has unique vulnerabilities, assets, exposures, and employees. Learn the tools for applying risk or vulnerability assessment for any organization and incorporating these assessments into thriving emergency plans. Emergency plans must then undergo reality checks in the form of testing, training, and exercises. This course provides you with the sets of tools and cases that lead to knowledge in structuring assessments, testing/validating, training, and exercises applicable inside any specific organization. Required course in the Homeland Security and Emergency Management Certificate. Enrollment limited. Visitors not permitted. & Reg# CA Through Dec 5: $635 / After: $695 Westwood: 114B Extension Gayley Center, Matt Bogaard, CEO, Bogaard Group International, LLC EECapstone: Building the Preparedness Plan X Management 4 units In this capstone course, students build at least one module of a preparedness plan each week utilizing lessons learned in the previous five courses (subject to instructor approval of the organization, agency, or company). Those who are employed may wish to recommend their employer as the subject case. Students may also select a company or agency for which a substantial amount of public data is available, such as publicly traded corporations who file detailed annual reports. Prerequisite: Successful completion of the other five required courses in the Homeland Security and Emergency Management Program. Visitors not permitted. & Reg# CA Through Dec 7: $635 / After: $695 Westwood: 114B Extension Gayley Center, Thu 6:30-9:30pm, Jan 7-Mar 24, 12 mtgs Chris Silva, CPP, ILO, Coordinator, Behavioral Intervention Team Employee & Labor Relations, UCLA Campus Human Resources Online Courses For online technical requirements see page 4. EEEmergency Preparedness and Homeland Security: An Overview m X Management 4 units Gain an understanding of the key elements of emergency preparedness, including Department of Homeland Security issues and resources; elements of effectively managing any major crisis; and how to assist in the development of emergency preparedness strategy in a private company or a government agency. Learn about protection planning for an organization s employees, customers, and physical assets; insuring compliance with applicable federal, state, and local regulations; and how to look internally at processes and procedures in order to plan and build networks of external relationships, resources, assistance, and cooperation. The course includes student work with selected training sources and exercises that reinforce key learning objectives. For technical requirements see page 4. Required course in the Homeland Security and Emergency Management Certificate. & Reg# CA Through Dec 5: $635 / After: $695 Jan 5-Mar 15 Tim Sullivan, MS, Rear Admiral, USCG (ret). EEFundamentals of Emergency Preparedness m X Management 4 units This course moves into the real-world work environment, and builds your know-how in many specific job functions: understanding senior management s commitment to organizational preparedness for disasters, both inside the company and external to the company; interorganizational collaboration and trust in preparedness planning; preparing the inventories of employees, assets, suppliers, and customers; identification of all organization stakeholders; identification of key departments and employees who have critical roles in preparedness and a description of each role; basics of verbal and written plan communication and distribution; what should be considered in developing a preparedness plan; federal, state, and local compliance issues and regulations; and understanding your organization s community and external networks in the context of crisis planning, management, and recovery. For technical requirements see page 4. Prerequisite: X Emergency Preparedness and Homeland Security: An Overview (may be taken concurrently). In addition to standard technical requirements, students are required to have a computer with an internal/external microphone. Required course in the Homeland Security and Emergency Management Certificate. Reg# CA Through Dec 6: $635 / After: $695 Paul Myers, PhD, CEM, Associate Director, Emergency Preparedness, Save the Children, U.S. Programs. EETesting, Training, and Exercises for Business and Government Agencies m X Management 4 units Required course in the Homeland Security and Emergency Management Certificate. Enrollment limited. For more information see page 40. & Reg# CA Through Dec 7: $635 / After: $695 Jan 7-Mar 17 Enrollment deadline: Jan 11 Lauren Stienstra, MSc, CEM, Deputy Coordinator, Arlington County Office of Emergency Management, UCLA EH&S/Office of Emergency Management. Crisis Management and Communications: Safeguarding Image and Viability m X Management 2 units Organizations must deal rapidly, correctly, comprehensively, and objectively with a disaster or crisis. Yet, many organizations are so preoccupied with day-to-day operations that they fail to allocate the appropriate time and resources to crisis planning. Designed for corporate, healthcare, and nonprofit executives; crisis management professionals; advertising and public relations agency executives; and anyone charged with dealing with a crisis that threatens the image and viability of an organization, this overview provides you with the tools to identify potential vulnerabilities and to develop comprehensive protection, management, and communication plans. Examinations of actual crisis case studies demonstrate how to minimize risk; create a crisis plan; and manage, survive, and recover from a crisis. For technical requirements see page 4. Required course toward Strategic Branding and Public Relations Certificate. Elective credit toward Fundraising Certificate. Enrollment limited to 25 students. Reg# CA Through Dec 25: $359 / After: $395 Jan 25-Feb 29 Mariana Peralta Dannelley, JD, Consultant, NonprofitMD Prescriptions for the Business Side of Charity; Ms. Dannelley held executive director positions at Jefferson Woodlawn Lake Community Development Corporation, Boys Hope Girls Hope of San Antonio, and Hispanic Association of Colleges and Universities. She was the former director of human resources and organizational development and director of replication at AVANCE, Inc., where she managed the expansion of the nonprofit social service agency to new cities. Human Resources Management & 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) or visit uclaextension.edu/humanresources. Ethics for Human Resources Professionals 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

23 Enroll at uclaextension.edu or call (800) Business, Management & Legal Programs 41 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 impact 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 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. Internet access required to retrieve course materials. & Reg# CA Through Jan 19: $335 / After: $365 Westwood: 131 Extension Gayley Center, Fri 9am-4pm, Feb 19 & 26, 2 mtgs Enrollment deadline: Feb 18 Cindy Troianello, BA, CPA, Associate Vice President, Human Resources, LA County Museum of Art. Preparing for the Professional in Human Resources (PHR) and Senior Professional in Human Resources (SPHR) Examinations Management 3.3 CEU Fee does not cover PHR and SPHR exam registration costs. This course is designed to help students who plan to sit for the PHR (Professional in Human Resources) or SPHR (Senior Professional in Human Resources) examinations. The course uses the HRCP (Human Resource Certification Preparation) materials and test bank specifically geared toward the PHR and SPHR bodies of knowledge. The course is well-suited to the student who prefers a structured, directed classroom approach to studying for either examination. The course follows a study roadmap designed to gradually introduce new subject matter while reinforcing material learned earlier, which helps students retain concepts over time and maximize performance on test day. Motivational and test-taking strategies are covered throughout. Toward the end of the course, instructors work with students to design an individualized final review plan leading up to their test date. Enrollment limited; early enrollment advised. Note: The HR Certification Institute requires HR professionals sitting for the PHR or SPHR exams to have a combination of demonstrated work experience and education. Eligibility is determined by the HR Certification Institute. If you wish to take the PHR or SPHR exam, you must complete a separate application form online through the HR Certification Institute. Neither the HRCP (Human Resource Certification Preparation) materials nor this course is a substitute for the certification examination. Students are solely responsible for verifying their eligibility to sit for the exam directly with HRCI. For more information on eligibility, exam dates, or to apply to take the exam, visit hrci.org. Students are expected to purchase the Complete HRCP Program on their own at hrcp.com/products. After enrolling in this class, please contact Eddie Fisher at efisher@unex. ucla.edu to receive a discount code for purchasing the HRCP materials. Students are advised to order all materials as early as possible, so they re ready to begin reading and working with practice test questions on the first day of class. Internet access required to retrieve course materials. Reg# CA Through Dec 5: $579 / After: $635 Westwood: 111 Extension Gayley Center, Tue 6:30-9:30pm, Jan 5-Mar 15, 11 mtgs Richard K Propster, MPA, Principal, Segue Solutions Mery Propster, BS, Principal, Segue Solutions NEW COURSE EEForecasting the World and Your Business: A Course Designed and Taught by the Anderson Forecast X Management 4 units Internet access required to retrieve course materials. For more information see page 57. Reg# CA Through Dec 6: $775 / After: $850 UCLA: 154 Dodd Hall Wed 6:30-9:30pm,, 12 mtgs William Yu, PhD; Economist, UCLA Anderson Forecast; Visiting Assistant Professor of UCLA Anderson School of Management. Human Resources Management Certificate For more information about specific courses call (310) or [email protected]. EEElements 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. Internet access required to retrieve course materials. & Reg# CA Through Dec 5: $579 / After: $635 Downtown Los Angeles: 101B UCLA Extension DTLA, 261 S. Figueroa St. Tue 6:30-9:30pm, Jan 5-Mar 15, 11 mtgs Enrollment deadline: Jan 19 Michael R. Kilroy, MBA, SPHR, Senior Vice President, Business Partner Manager, City National Bank. EEFinancial Aspects of Human Resources Management X Management 4 units To be a successful business partner with management, the human resources professional needs to effectively understand and manage the financial aspects of his/ her HR department, as well as the impact of the employees on the organization s bottom line. Emphasis is placed on ways the HR practitioner can enhance a company s financial performance. Through lecture, exercises, discussion, homework and reading, this 11-meeting course provides HR practitioners with the tools and information to understand the cost of the HR functional area(s) for which s/he is responsible. As part of the class, typical company financial statements are examined, especially the Income Statement and the Balance Sheet as well as the basic accounting concepts that led to those statements. Other areas of study are HR metrics, budgeting, strategic planning, and the financial aspects of benefits and payroll. Attention is placed on business vocabulary as part of the communication process with management. 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. Internet access required to retrieve course materials. & Reg# CA Through Dec 4: $579 / After: $635 Westwood: 114B Extension Gayley Center, Mon 6:30-9:30pm, Jan 4-Mar 21, 11 mtgs (no mtg 1/18 & 2/15; 1 mtg to be arranged) Enrollment deadline: Jan 25 Cindy Troianello, BA, CPA, Associate Vice President, Human Resources, LA County Museum of Art. Emergency Management & Homeland Security (EMHS) Certificate New Name, Same Certificate! With billions of dollars being spent in research, security improvements, and contingency plans, the field of Emergency Management and Homeland Security (EMHS) continues to grow and evolve as an important field in the private and public sectors. Specialize in EMHS and broaden your employment prospects with this timely certificate. The Certificate Curriculum Required Courses X Emergency Preparedness and Homeland Security: An Overview X Fundamentals of Emergency Preparedness X Human, Legal-Compliance, and Ethical Issues of Emergency Preparedness X Crisis Management and Communications: Safeguarding Image and Viability X Testing Training and Exercises for Business and Government Agencies One of the following: X Building the Preparedness Plan or X Internship in Homeland Security and Emergency Management Get a head-start on a Master of Science in Emergency Services Administration! Take advantage of an agreement between UCLA Extension and California State University Long Beach to complete your MS in Emergency Services Administration. Complete the Emergency Management and Homeland Security Certificate or the Risk, Security, and Resiliency Management Certificate from UCLA Extension and then apply eight quarter units (two four-unit courses) or a maximum of six semester units toward CSULB s MS in Emergency Services Administration.* For complete details and program information, visit uclaextension.edu/homeland. uclaextension.edu/homeland (310) * Transfer to the CSULB master s degree is contingent upon the student already possessing a baccalaureate degree from an accredited college or university, with a minimum GPA of 2.5. CSULB will be the sole academic institution that determines eligibility for admission to the Master of Science in Emergency Service Administration and will be the institution that evaluates the official University of California Los Angeles Extension transcript submitted by applicants.

24 42 Business, Management & Legal Programs Enroll at uclaextension.edu or call (800) Human Resources Management Certificate A nine-course program to develop skills and pro vide immediate applications in the workplace, Extension s Human Resources Management Certificate 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 appli cation visit uclaextension.edu/humanresources. For cer tificate program requirements call (310) Group Discount A 10% 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) X 450 Elements of Human Resources Management X Financial Aspects of Human Resources Management X Talent Acquisition X Compensation Programs: Administration and Design X Benefits Programs: Administration and Design X Employee Relations and Legal Aspects of Human Resources Management X Human Resources Development Ethics for Human Resources Professionals Group B: Elective Courses (8 units required) (Courses are 4 units unless otherwise specified.) X Strategic Human Resources Management X International Human Resources Management X Human Capital Management X Advanced Human Resources Management X Crisis Management and Communications: Safeguarding Image and Viability (2 units) X Managing Change in Organizations (2 units) X Internship in Human Resources Management (4 units) X Organizational Communication X Cross-Cultural Communication and Management in a Global Workforce X Fundamentals of Business Administration and Management 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). For information about recertification, visit hrci.org. EETalent Acquisition X 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. Internet access required to retrieve course materials. & Reg# CA Through Dec 6: $579 / After: $635 UCLA: 148 Royce Hall Wed 6:30-9:30pm,, 11 mtgs Enrollment deadline: Jan 20 Sal Sangi, MA, HR Consultant. EECompensation Programs: Administration and Design X 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# CA Through Dec 7: $579 / After: $635 UCLA: 1284 School of Public Affairs Bldg. Thu 6:30-9:30pm, Jan 7-Mar 17, 11 mtgs Enrollment deadline: Jan 21 Yolanda Salvas, MBA, Human Resources Manager, Natren, Inc. EEBenefits Programs: Administration and Design X 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 are also 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# CA Through Dec 6: $579 / After: $635 UCLA: 1270 School of Public Affairs Bldg. Wed 6:30-9:30pm,, 11 mtgs Enrollment deadline: Jan 20 Karen Fritz, MS, SPHR, Vice President, Human Resources, United Way of Greater Los Angeles. EEEmployee Relations and Legal Aspects of Human Resources Management X 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. Internet access required to retrieve course materials. & Reg# CA Through Dec 6: $579 / After: $635 UCLA: 5436 Boelter Hall Wed 6:30-9:30pm,, 11 mtgs Enrollment deadline: Jan 20 Wayne Schulman, MA, JD, CBP, Senior Vice President, Human Resources and Corporate Counsel, Logix Federal Credit Union. EEHuman Resources Development X 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. Internet access required to retrieve course materials. & Reg# CA Through Dec 7: $579 / After: $635 UCLA: 148 Royce Hall Thu 6:30-9:30pm, Jan 7-Mar 17, 11 mtgs Enrollment deadline: Jan 21 Farnaz Tabaee, EdD, Founder/CEO, Improv4Leaders, Leadership Development and Organization Development Consulting. EEStrategic Human Resources Management X Management 4 units This survey course introduces you 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, strategic development and implementation; HRM-business alignment; organization design and change; motivation, goal-setting and performance; and leadership and management. Students conduct independent research and participate in case studies and various in-class exercises. Prerequisite: Minimum of 3 HR certificate courses or 2 years of college-level business management courses or business management experience. Internet access required to retrieve course materials. & Reg# CA Through Dec 4: $579 / After: $635 UCLA: 1337 School of Public Affairs Bldg. Mon 6:30-9:30pm, Jan 4-Mar 21, 11 mtgs (no mtg 1/18 & 2/15; 1 mtg to be arranged) Enrollment deadline: Jan 25 Sal Sangi, MA, HR Consultant.

25 Enroll at uclaextension.edu or call (800) Business, Management & Legal Programs 43 Courses of Interest to HR Professionals Supplement your Human Resources Certificate or brush up on important skills with these short courses. For HR Professionals Preparing for the Professional in Human Resources (PHR) & Senior Professional in Human Resources (SPHR) Examinations Making Your Message Clear Page 30. Coaching and Mentoring Employees Page 47. Managing Conflict and Disagreement Page 30. (310) EEInternship in Human Resources Management X Management 4 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, 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. Qualified students are placed in job settings for a minimum of 120 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) to confirm eligibility. Visitors not permitted. Restricted course; Web enrollments automatically generate a Permission to Enroll request, after which our advisor will contact you. Certificate students qualify for a discounted fee. Mention this to the adviser when contacted. Reg# CA Fee: $575 Denise L. Jackson, MA, Director of Employee Relations, Career Education Corp. Online Courses For technical requirements see page 4. Ethics for Human Resources Professionals m Management 1.8 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 and case studies create a basis for discussion. Participants develop a toolkit with practical information and techniques to use in their work places. For technical requirements see page 4. Enrollment limited. & Reg# CA Through Dec 27: $335 / After: $365 Jan 27-Mar 8 Jorja Jackson, JD, BA, Senior Corporate Counsel, Salesforce.com, Inc. EEElements of Human Resources Management m 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 the various 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. For technical requirements see page 4. Elective course in Business Fundamentals Certificate. Required course in Business Administration Certificate. Enrollment limited. & Reg# CA Jan 11-Mar 13 Rachel Choppin, MA, Principal, HR 4 You. Susmitha Valvekar, MA, MPhil, certified in Human Resource Administration. EEFinancial Aspects of Human Resources Management m X Management 4 units To be a successful business partner with management, the human resources professional needs to effectively understand and manage the financial aspects of his/her HR department as well as the impact of the employees on the organization s bottom line. Emphasis is placed on ways the HR practitioner can enhance a company s financial performance. Through lecture, exercises, discussion, homework and reading, this 11 meeting course provides HR practitioners with the tools and information to understand the cost of the HR functional area(s) for which s/he is responsible. As part of the class, typical company financial statements are examined, especially the Income Statement and the Balance Sheet as well as the basic accounting concepts that led to those statements. Other areas of study are HR metrics, budgeting, strategic planning, and the financial aspects of benefits and payroll. Attention is placed on business vocabulary as part of the communication process with management. Prerequisite: X 450 Elements of Human Resources Management or consent of instructor. While Prepare for your success the right way in a structured, directed classroom. This course is designed to help you pass the PHR or SPHR examinations. Using the HRCP materials, which are specifically geared toward the PHR and SPHR bodies of knowledge, you develop an understanding of all areas covered by the exams. (310) no formal experience in statistics is required, students must demonstrate basic high school-level math/ numerical skills; a knowledge of basic algebra is also recommended. Enrollment limited. & Reg# CA Through Dec 12: $615 / After: $675 Jan 12-Mar 14 Eboni L. Hill, MS, Online Faculty, Franklin University. EETalent Acquisition m X Management 4 units A high-quality workforce is essential to the success of businesses today. This course provides 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. For technical requirements see page 4. Prerequisite: X 450 Elements of Human Resources Management or consent of instructor. Enrollment limited. & Reg# CA Through Dec 12: $615 / After: $675 Jan 12-Mar 14 EECompensation Programs: Administration and Design m X Management 4 units In this introductory online course, students explore compensation as a key factor in achieving organizational goals. In addition to introducing 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 cashincentive 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. For technical requirements see page 4. Prerequisite: X 450 Elements of Human Resources Management or consent of instructor. & Reg# CA Through Dec 13: $615 / After: $675 Jan 13-Mar 15 Kathy Gilroy, MA, Human Resources Manager, Safety Insurance.

26 44 Business, Management & Legal Programs Enroll at uclaextension.edu or call (800) EEBenefits Programs: Administration and Design m X 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. For technical requirements see page 4. Prerequisite: X 450 Elements of Human Resources Management or consent of instructor. Enrollment limited. & Reg# CA Jan 11-Mar 13 Donald Baird Burnell, PhD, Principal, Human Capital Management Services, The Burnell Group, LLC. EEEmployee Relations and Legal Aspects of Human Resources Management m X 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 significant 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 the 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. For technical requirements see page 4. Prerequisite: X 450 Elements of Human Resources Management or consent of instructor. Enrollment limited. & Reg# CA Through Dec 14: $615 / After: $675 Jan 14-Mar 16 Thomas Cannava, MA, Deputy Director for Human Resources Administration, New York State, Office of Court Administration. EEHuman Capital Management m X 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 Talent Acquisition or consent of instructor. & kkk Reg# CA Through Dec 12: $615 / After: $675 Jan 12-Mar 14 Mark A. White, MBA, Director, Organizational Development, Kraft Foods North American Manufacturing. EEInternational Human Resources Management m X 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; employmentrelated 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# CA Through Dec 14: $615 / After: $675 Jan 14-Mar 16 Daniel A. Van Bogaert, JD, Executive Compensation and Benefits, ERISA Compliance Consulting. EEHuman Resources Development m X Management 4 units Prerequisite: X 450 Elements of Human Resources Management or consent of instructor. Enrollment limited. For more information see page 42. & Reg# CA Through Dec 13: $615 / After: $675 Jan 13-Mar 9 Rachel Choppin, MA, Principal, HR 4 You. Susmitha Valvekar, MA, MPhil, certified in Human Resource Administration. Other Courses of Interest to Human Resource Professionals EEFundamentals of Business Administration and Management X Management 4 units Formerly course X Required course in the Small Business Management & Technology Certificate. Enrollment limited. Visitors not permitted. Internet access required to retrieve course materials. For more information see page 30. & Reg# CA Through Dec 5: $579 / After: $635 UCLA: 5252 Boelter Hall Tue 6:30-9:30pm, Jan 5-Mar 15, 11 mtgs Mark A. Romejko, EdD,Business Manager, Jet Propulsion Laboratory(JPL) EEOrganizational Communication m X Management 4 units For more information see page 30. & Reg# CA Steve L. Horowitz, PhD, Management Consultant, New Freedom Communications. c UC credit m Online course e Not available passed/not passed & Text required M Course held during daytime hours International Trade & Commerce For more information about specific courses call (310) or [email protected]. Certificates: International Trade & Commerce General Business Studies with Concentration in International Trade & Commerce Business Administration with Concentration in International Trade & Commerce For more information call (310) or visit uclaextension.edu/bmlp. EEIntroduction to International Business X 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. Enrollment limited. & Reg# CA Through Dec 6: $579 / After: $635 Westwood: 131 Extension Gayley Center, Wed 6:30-9:30pm,, 11 mtgs Mark E. Buchman, BS, President, PacRim Financial Consultants; recipient, UCLA Extension Distinguished Instructor Award, Reg# CA Through Dec 7: $669 / After: $735 Westwood: 131 Extension Gayley Center, Tue & Thu 9am-12pm, Jan 7-Feb 11, 11 mtgs Maria Keller, MBA, Director/Consultant, Keller Group. EEImport Operations and Techniques X 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 Introduction to International Business and X Fundamentals of International Trade. & Reg# CA Through Dec 7: $579 / After: $635 UCLA: 150 Royce Hall Thu 6:30-9:30pm, Jan 7-Mar 17, 11 mtgs EELaw in International Business X 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 Introduction to International Business or consent of instructor. & kkk Reg# CA Through Dec 6: $579 / After: $635 UCLA: 164 Royce Hall Wed 6:30-9:30pm,, 11 mtgs EEDoing Business in China X Management 4 units This course provides entrepreneurs, business executives, and international trade and finance professionals with the background for doing business in China. Students learn the skills necessary for developing, evaluating, and implementing business strategies and relationships in China, including entry strategies, negotiation, valuation, and financing. The course provides an overview of China s economy, including the emergence of the private sector, the economic reform process, political and cultural features, the role of capital markets, trade and foreign direct investment, and the overall business and investment environment. Instruction incorporates case analysis and readings used to develop a framework for analyzing market entry strategies, implementing negotiations, assessing financial issues, and evaluating business opportunities. Enrollment limited. & Reg# CA Through Dec 4: $579 / After: $635 UCLA: 2232 School of Public Affairs Bldg. Mon 6:30-9:30pm, Jan 4-Mar 21, 11 mtgs (no mtg 1/18 & 2/15; 1 mtg to be arranged) Christopher Li, MBA, Co-Founder, Bluestone Partners China. NEW COURSE EEForecasting the World and Your Business: A Course Designed and Taught by the Anderson Forecast X Management 4 units Internet access required to retrieve course materials. For more information see page 57. Reg# CA Through Dec 6: $775 / After: $850 UCLA: 154 Dodd Hall Wed 6:30-9:30pm,, 12 mtgs William Yu, PhD; Economist, UCLA Anderson Forecast; Visiting Assistant Professor of UCLA Anderson School of Management. EEFundamentals of International Trade X Management 4 units 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, the 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. Enrollment limited. & Reg# CA Through Dec 5: $579 / After: $635 UCLA: 1434A Physics & Astronomy Bldg. Tue 6:30-9:30pm, Jan 5-Mar 15, 11 mtgs Sarita D. Jackson, PhD, President and CEO, Global Research Institute of International Trade.

27 Enroll at uclaextension.edu or call (800) Business, Management & Legal Programs 45 EEInternational Business Policies and Strategies X 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 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 Introduction to International Business, X International Business Management, and two other international business courses, or consent of instructor. Enrollment limited. & Reg# CA Through Dec 5: $579 / After: $635 UCLA: 164 Royce Hall Tue 6:30-9:30pm, Jan 5-Mar 15, 11 mtgs Christopher Li, MBA, Co-Founder, Bluestone Partners China. EEInternship in International Trade and Commerce X Management 4 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 120 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) 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) for more information. Restricted course; call (310) for permission to enroll. Web enrollments automatically generate a Permission to Enroll request. Reg# CA Fee: $575 Elizabeth M. Glynn, MIM, CGBP, Export Advisor/Global Trade Educator, Global Business Solutions. EEGlobal Business Skills: Planning and Negotiating Strategies X 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 in real world settings, and build confidence for conducting business overseas. Enrollment limited. & kkk Reg# CA Through Dec 4: $579 / After: $635 UCLA: 2238 School of Public Affairs Bldg. Mon 6:30-9:30pm, Jan 4-Mar 21, 11 mtgs (no mtg 1/18 & 2/15; 1 mtg to be arranged) Marlea Welton, MS, Adjunct Professor, Santa Monica College. Reg# CA Through Jan 18: $669 / After: $735 Westwood: Westwood Center Tue & Thu 9am-12pm, Feb 18-Mar 24, 11 mtgs Maria Keller, MBA, Director/Consultant, Keller Group. EEInternational Business Management X Management 4 units 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 Introduction to International Business or consent of instructor. Enrollment limited. & Reg# CA Through Dec 7: $579 / After: $635 Westwood: 216 Extension Lindbrook Center Thu 6:30-9:30pm, Jan 7-Mar 17, 11 mtgs David E. French, MBA, President, David French & Associates, LLC, A Business Strategy Consultancy. Online Courses For technical requirements see page 4. EEFundamentals of International Trade m X Management 4 units 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. For technical requirements see page 4. Enrollment limited. & Reg# CA Ashok B. Sadhwani, GDMM, CHB, CEO, Asmara USA Inc. International Trade & Commerce Certificate The nine-course International Trade & Commerce Certificate offers a broad and comprehensive curriculum. Students may complete the certif icate with or without a concentration. Many of the individual courses are also offered online. In addition, students must complete the seminar 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 Introduction to International Business X Fundamentals of International Trade X Global Business Skills: Planning and Negotiation Strategies X International Business Management X International Business Policies and Strategies Ethics Requirement Business Ethics May be taken at any time during the program; also offered online. Are You Completing Your Certificate? To take part in Extension s 2016 Graduation Ceremony in June, you must be officially enrolled in your desired certificate by February 13, 2016 and have completed your program between Fall 2015 and Summer If you meet the above criteria, log in to My Extension and click on Certificate Completion/ Graduation to declare your completion and save your spot for graduation. Group B: Elective Courses (4 required) Students choosing a concentration are required to complete four elective courses within one of the following concentrations: Global Business Management Import/Export Operations Financial Management (310) uclaextension.edu/internationaltrade Students enrolling in the certificate without a concentration may select four Group B elec tives, 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 $175 must be submitted by the completion of the second course to officially enroll. For an application visit uclaextension.edu/bamcert.

28 46 Business, Management & Legal Programs Enroll at uclaextension.edu or call (800) New Course Forecasting the World & Your Business A Course Designed and Taught by the UCLA Anderson Forecast Our business and investment expectations are what lead us to buy, sell, save, grow, and invest. No matter what your business, you want to make informed decisions. In this course, you ll learn powerful methods of analyzing marketplace data and national/ global trends that impact company revenues, expenses, growth strategies, and more. The course is taught by renowned instructor Dr. William Yu, PhD. Dr. Yu is a senior economist with the UCLA Anderson Forecast. Not only is he key for the National and California Forecasts, but he is the lead expert on China s economy. Forecasting Your Business Means Securing Your Future For more than 60 years, the UCLA Anderson Forecast has provided forecasts for the economies of California and the United States. The National Forecast has been recognized as one of the most accurate, and has a reputation for being unbiased, including early recognition of the impactful Great Recession of This course is also an elective for the following certificates: Business Fundamentals General Business Studies International Trade & Commerce Page 57. For more information, contact Freda Bush at (310) [email protected] Learn the Art & Business of Entertainment Each quarter, top Hollywood professionals teach courses in: Acting Cinematography Development Directing Producing Independent Producing The Business & Management of Entertainment The Music Business Courses start on page 96. Foreign Language Skills For Business Professionals Diversify your business communications skills for today s global economy. Courses include: + + Elementary Modern Chinese + + Elementary Spanish + + Elementary Arabic + + Elementary French Pages Also offered online. EEInternational Business Policies and Strategies m X 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 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 Introduction to International Business, X International Business Management, and two other international business courses, or consent of instructor. Enrollment limited. & Reg# CA Zeph Phillips, Chief Operations Officer, EuroPac Partners, Inc EEGlobal Supply Chain Management m X Management 4 units This course covers the international transportation of goods by cost-effective methods through analysis of the structure of ocean and air transport systems in global distribution and single-factor pricing of combination carrier shipments. Other topics include costing of transport services; freight rate negotiation; rate bureaus, carrier associations, and conferences; prudent use of independent liners; analysis of landed cost competition; foreign government regulations; U.S. maritime law, policy, and antitrust provisions; ramifications of the Code of Liner Conduct and related bilateral trade agreements; interrelationships of balance of payments and commodity movement; Export Trading Company Act of 1982; common vs. industrial carriers and trends in their use; and a comprehensive view of logistics in overseas marketing. For technical requirements see page 4. Prerequisite: X Introduction to International Business and X Fundamentals of International Trade. Enrollment limited. & Reg# CA Charles Jumper, MBA, Assistant Professor, Broward College EEDoing Business in the U.S. (Hybrid) X Management 4 units The United States is the largest consumer market in the world, yet it is significantly different and more challenging than any other marketplace, especially for those who are unfamiliar with American business practices. This course provides entrepreneurs, business managers, and international trade professionals with key business and cultural insights for effectively doing business within the mainstream U.S. market. Topics include an overview of the U.S. economy, regional and national demographics and cultural dynamics, business customs, framework of the U.S. legal system, marketing strategies, and negotiating tactics. Students leave the class with a better understanding of the complexities found in the U.S. marketplace and the key steps needed for building and implementing successful business strategies. For technical requirements see page 4. Internet access required to retrieve course materials. & Reg# CA Through Dec 5: $579 / After: $635 Classroom meetings: Westwood: 202 Extension Lindbrook Center Tue 6:30-9:30pm, Jan 5, 12, 19 & 26; Feb 2, 9, 16 & 23; Mar 1 Online sessions: Thu Jan 28; Feb 18 Matthew Richter-Sand, MBA, CEO, Agile Startup. EEIntroduction to International Business m X Management 4 units Elective course in Business Fundamentals Certificate. Required course in the Business Administration Certificate. Enrollment limited. For more information see page 44. & Reg# CA Maria Keller, MBA, Director/Consultant, Keller Group. EEGlobal Business Skills: Planning and Negotiating Strategies m X Management 4 units Enrollment limited. For more information see page 45. & Reg# CA Maurie Kelly, PhD, Research Faculty, Penn State EEInternational Accounting m X Management 4 units Prerequisite: X 1A and X 1B Principles of Accounting, or consent of instructor. Business-related elective in the Accounting Certificate. Enrollment limited. For more information see page 25. & Reg# CA Lee P. Krueger, MBA, Senior Finance Manager, Walt Disney World Co. Leadership & Management For more information call (310) or [email protected]. EEManagement Theory, Policy, and Process X 190 Management 4 units c 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 Certificate in Business Fundamentals. Enrollment limited. Internet access required to retrieve course materials. & Reg# CA Through Dec 27: $669 / After: $735 Westwood: 131 Extension Gayley Center, Mon & Wed 9am-12pm, Jan 27-Mar 7, 11 mtgs (no mtg 2/15) Steven L. Keleman, EdD, Performance Improvement, Keleman & Associates. Harriet L. Cohen, MEd, President, Training Solutions. EELeadership Communication Strategies X Management 4 units The overall objective of this course is to help you develop your leadership communication skills. We hope to prepare you as a professional, improving your ability to work with, manage, and lead others, and to succeed in a variety of communication encounters in business and elsewhere. Class lectures, experiential activities, video analyses, and student activities are supplemented by coaching by the professors. Using an ìexecutive coachingî model common in business today, your professors work with you throughout the class to meet the challenges of business presentations and interpersonal

29 Enroll at uclaextension.edu or call (800) Business, Management & Legal Programs 47 Legal Secretary Training Program (Online) Designed for Working Professionals Like You Develop the knowledge and skills to enjoy a rewarding career as a legal secretary. In just 12 weeks you ll learn the legal principles necessary to understand the litigation process and become familiar with practice areas like personal injury, real estate, bankruptcy, and family law. Page 49. (310) uclaextension.edu/lstp Courses of Interest for Legal Professionals + + Estate Planning Page Taxation of Corporations and Shareholders Page Partnership Taxation Page 62. Federal Tax Practice and Procedures m Page 62. ediscovery Page Also offered online Litigation and Trial Presentation Techniques Page 48. communication. Elective course in the Business Fundamentals Certificate. Enrollment limited. Internet access required to retrieve course materials. & Reg# CA Through Dec 6: $579 / After: $635 UCLA: 3126 Rolfe Hall Wed 6:30-9:45pm, Jan 6-Mar 2, 9 mtgs Steven L. Werber, Principal, Brand Building Experts; Associate, the McCann Group; Lecturer, UCLA Anderson School of Management. The Manager s Toolkit For more information call (310) or [email protected]. Coaching and Mentoring Employees 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# CA Through Jan 5: $195 / After: $215 Westwood: 131 Extension Gayley Center, Fri 9am-4pm, Feb 5, 1 mtg Enrollment deadline: Feb 4 Managing Conflict and Disagreement 893 Management 0.6 CEU For more information see page 00. Reg# CA Through Feb 11: $195 / After: $215 Westwood: 131 Extension Gayley Center, Fri 9am-4pm, Mar 11, 1 mtg Joseph P. Reynolds, BA, MDiv/STM, Director, JPR Communication. Online Course For technical requirements see page 4. EEManagement Theory, Policy, and Process m X 190 Management 4 units c 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. For technical requirements see page 4. Elective course in the Certificate in Business Fundamentals. & Reg# CA Reynaud E. Moore, MBA,CEO, President, Reynaud E. Moore & Associates, Inc. EELeadership Communication Strategies m X Management 4 units Elective course in the Business Fundamentals Certificate. For more information see page 46. & Reg# CA Also of Interest For more information on the Health Care Management and Leadership Certificate see page 106 or call (310) Principles of Health Organization Management and Leadership X 443 Health Policy and Management 4 units Rapid organizational changes, increased regulatory and environmental pressures, monitoring of the quality and safety of patient care, and technology are changing how and where health care is delivered and presenting major challenges to those who lead health care organizations. This course introduces the fundamentals of health care management, leadership, and organization, including the role of the leader; importance of leadership; structure and function of health care organizations; human resources issues; and managerial and leadership skills, such as communication, problem solving, decision making, team building, and power and influence. Finally, because the leader is critical to the organization s success, participants learn how to define and measure organizational performance. Students are expected to demonstrate effective group management and analyze typical health care management scenarios. 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. & Reg# CA Through Dec 6: $945 / After: $1,038 UCLA: CHS Wed 6:30-9:30pm,, 12 mtgs Sal J. Esparza, DHA, RN, FACHE, health care executive with over 25 years experience serving as a senior management team member for major health care institutions throughout California; Assistant Professor of Health Administration, CSU Northridge; Fellow of the American College of Healthcare Executives Legal Programs For more information about legal courses call (310) Paralegal Training Program: Information Session 713 Law A free event. Learn about opportunities in the paralegal field at our free information session. Explore the benefits of UCLA Extension s Paralegal Training Program, including financial aid and lifetime career services, and hear from a program graduate, instructor, and a member of the Los Angeles Paralegal Association. Reg# CA Fee: $0 Downtown Los Angeles: 108 UCLA Extension DTLA, 261 S. Figueroa St. Sat 10am-12pm, Dec 12, 1 mtg Business Law: Fundamentals X 420 Law 4 units This course explores the legal environment in which businesses operate and the critical 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 different forms of business entities. Business owners, managers, accountants, paralegals, and all those seeking to enrich their general understanding of the legal system should benefit from this course. Business Law: Fundementals also prepares students for the legal section of the CPA Exam. & Reg# CA Through Dec 6: $659 / After: $725 Westwood: 216 Extension Lindbrook Center Wed 6:30-10pm,, 12 mtgs L. Richard Walton, JD, LLM, Walton & Walton, LLP Online Courses For technical requirements see page 4. Economic Development and Nation Building in Native America m X American Indian Studies 4 units Economic development is a critical challenge across Native America. On many reservations, employment opportunities are scarce, reliance on public assistance is high, and the local economy is weak. Yet on other reservations, tribes have established thriving Indianowned ventures and built economies that generate employment and income even beyond the borders of their reservations. While some of the variation in economic performance can be explained by underlying levels of natural resources, human capital, and other internal factors, research has shown that tribes with strong and capable institutions of self-government, a long-term vision for their economies, and a purposeful regard for matching business initiatives to their tribal culture enjoy significantly improved chances of economic success. This course examines several realworld case studies of economic development strategies and projects from across Indian country and evaluates the factors that contribute to their success and failure. Instruction advocates a nation-building approach to economic development a view which acknowledges that developing a vibrant economy is as much a political, cultural, and social challenge as it is an economic one. Given the heterogeneity of Native cultures and the circumstances in which they are located, no one solution will work in all settings. Instead, this course seeks to equip current and future leaders with the skills to think analytically about economic development strategies in their respective cultural contexts. For technical requirements see page 6. Enrollment limited. & Reg# CA Fee: $665 Joe L Graham, PhD, Founder & Principal, San Mateo Consulting

30 48 Business, Management & Legal Programs Enroll at uclaextension.edu or call (800) Paralegal Training Program Downtown Los Angeles & Westwood ABA-approved since 1975 Offered in cooperation with the UCLA School of Law 5- and 11-month program options Day and evening classes Two locations: Westwood or Downtown L.A. Taught by judges, attorneys, paralegals, and other legal professionals Financial aid available Lifetime career services Offered This Quarter 5-Month Morning Program Mon-Fri, 9am-12:30pm Start Date: Jan 22, 2016 Westwood: UCLA Extension Building, Room G33E Application Deadline: Jan 5, 2016 Page Month Evening Program Tue & Thu, 6:30-10pm Start Date: Jan 21, 2016 Downtown Los Angeles: UCLA Extension DTLA Application Deadline: Jan 5, 2016 Page 49. New Legal Technology Certificate The increasingly competitive job market demands knowledge and competency in different technologies used in today s legal profession. Stay current, provide value to your employer, and increase your promotional opportunities get the training in key aspects of this rapidly evolving area of law through the new Legal Technology Certificate. Consisting of five online courses, the certificate prepares students to: understand and implement ediscovery software and computer programs used by legal employers; litigation support software, case management software; database design; and electronic filing use graphics and visual presentation methods in the courtroom develop effective legal project management skills and form best practices in records management recognize the legal and practical issues surrounding the use of technology in business, such as Internet law, e-commerce, and other issues of cyber law. Offered This Quarter ediscovery Litigation and Trial Presentation Techniques Page 48. (310) uclaextension.edu/legaltech Plus... Jump Start Your Paralegal Career at Our Free Information Session Sat, 10am-12pm, Dec 12 Downtown Los Angeles: Room 108 UCLA Extension DTLA (formerly Figueroa Courtyard) Enroll by using Reg# CA Join us at our free information session! 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 Los Angeles Paralegal Association, a graduate of our paralegal program and a paralegal program instructor Sign up for our upcoming program For more information call (310) , or [email protected]. EEeDiscovery m X 412 Law 5 units This course will provide a thorough examination of the process of electronic discovery, beginning from the duty to preserve electronically stored information, to the collection, search, review and production of ESI in litigation. While the course will have an emphasis on federal litigation, it will cover both procedural and practical aspects of ediscovery in the context of current rules and case law. Students will gain an understanding of ediscovery principles and apply sample technologies used in various aspects of the ediscovery process. For technical requirements see page 4. Enrollment limited. & Reg# CA Through Dec 13: $755 / After: $825 Jan 13-Mar 30 Tamara Loveland, BS, paralegal. NEW COURSE EELitigation and Trial Presentations Technology m X 413 Law 3 units The goal of this course is to provide students with an overview of various litigation and trial presentation technologies used in today s courtroom. Students learn how to use the tools and best practices of trial presentation, and will review various examples of how these tools are used in the real world. For technical requirements see page 4. & Reg# CA Through Dec 13: $659 / After: $725 Business Law: Fundamentals m X 420 Law 4 units This course explores the legal environment in which businesses operate and the critical 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 different forms of business entities. Business owners, managers, accountants, paralegals, and all those seeking to enrich their general understanding of the legal system should benefit from this course. Business Law: Fundementals also prepares students for the legal section of the CPA Exam. Enrollment limited. & Reg# CA Through Dec 6: $659 / After: $725 Sanjesh Sharma, JD, Loyola Law School; BS, UCSD. Violence Against Native Women m X Law 4.5 units This course is designed as an introduction to the study of violence against Native (indigenous) women in the United States and the associated legal issues. Students develop an understanding of the various laws (tribal, federal, and state) related to domestic violence, sexual assault, and stalking. Instruction includes an overview of the history of violence in Native communities; identifies legal issues unique to Native women; and provides a focused review of dynamics, contributing factors, and types of interventions. Students are encouraged to develop their own analysis of the pertinent legal issues. For technical requirements see page 4. Enrollment limited. & Reg# CA Fee: $665 Jan 13-Mar 16 Sara M. Campbell, freelance researcher. Introduction to Cherokee Society and Government m X Law 4 units This course explores the fundamental aspects of Cherokee geographic, social, and cultural experience, and examines their unique basic values and worldview. As an introduction to Cherokee history, identity, community development, and tribal government, it acquaints students with the most exciting contemporary Cherokee scholars and respected traditionalists, as well as

31 Enroll at uclaextension.edu or call (800) Business, Management & Legal Programs 49 non-cherokee scholars who write about the Cherokees. Topics covered include consideration of present-day Cherokee existence as more than a heritage, and an examination of the ways in which citizenship in a tribal government and participation in a tribal society are currently realized by citizens residing within the Cherokee Nation boundaries and those beyond that jurisdiction. For technical requirements see page 4. & Reg# CA Through Dec 13: $605 / After: $665 Julia Coates, PhD, Tribal Councilor, Cherokee Nation Legal Secretary Training Program m 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 more than a decade preparing students with practical and substantive legal knowledge to work in this fast-paced 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 combination of practical exercises, written assignments, case studies, and a final exam. For technical requirements see page 4. Enrollment limited; early enrollment advised. For more information visit uclaextension.edu/lstp or call (310) & Reg# CA Through Dec 6: $735 / After: $805 Deborah A. Deutsch, paralegal. Paralegal Training For more information paralegal@uclaextension. edu, visit uclaextension.edu/paralegal, or call (310) EEParalegal Training Program X 406 Law 36 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 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. For more information regarding how to apply, [email protected], call (310) , or visit uclaextension.edu/paralegal. Visitors not permitted. Course materials are available both in class and via Internet. & Reg# CA Fee: $7,495 Downtown Los Angeles: 102 UCLA Extension DTLA, 261 S. Figueroa St. Tue & Thu 6:30-10pm, Jan 21-Nov 15, 86 mtgs Aymara Zielina, JD kkk Reg# CA Fee: $7,495 Westwood: G33E UCLA Extension Bldg. Mon, Tue, Wed, Thu & Fri 9am-12:30pm, Jan 22-Jun 6, 86 mtgs Aymara Zielina, JD Marketing & Advertising For more information call (310) or [email protected]. 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) or visit uclaextension.edu/bmlp. EEMarketing Principles and Practices 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 Business Fundamentals and Business Administration Certificates. & Reg# CA Through Dec 5: $579 / After: $635 UCLA: 1260 Franz Hall Tue 6:30-9:30pm, Jan 5-Mar 15, 11 mtgs Thomas R. Lewis, MBA, marketing consultant. Reg# CA Through Dec 12: $669 / After: $735 Westwood: 131 Extension Gayley Center, Tue & Thu 1-4pm, Jan 12-Feb 16, 11 mtgs Mark H. Stern, BS, President, Oasis Marketing. EEEthics in Marketing and Advertising 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. Enrollment limited to 30 students. & Reg# CA Through Jan 18: $359 / After: $395 UCLA: 2100A Broad Art Center Thu 7-10pm, Jan-7-Feb 11, 6 mtgs Steven Brand, MBA, Marketing Manager, Centinela Hospital Medical Center Reg# CA Through Jan 18: $359 / After: $395 UCLA: 3129 Rolfe Hall Thu 7-10pm, Feb 18-Mar 24, 6 mtgs George David Drucker, Senior Counsel, Crenshaw Communications EEStrategic Marketing X Management 4 units This capstone course allows students to put into practice key skills they ve learned, including the ability to see beyond traditional marketing principles, understand how trends develop and how to design effective, longrange marketing strategies that meet the demands of today s dynamic consumer environment. Students explore marketing trends, marketing management decision making, consumer attitudes, niche marketing, advertising strategies, distribution channels, and the use and misuse of various marketing media. Prerequisite: X 160 Marketing Principles and Practices and X 466 Consumer Market Research or Professionals with a minimum of 2 years experience may enroll. Internet access required to retrieve course materials. & Reg# CA Through Dec 5: $579 / After: $635 UCLA: 167 Dodd Hall Tue 6:30-9:30pm, Jan 5-Mar 15, 11 mtgs Jennifer Hannon, MBA, Principal, Projects 4 Progress. EEBrand Management X 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. & Reg# CA Through Dec 5: $579 / After: $635 Westwood: 121C Extension Gayley Center, Tue 7-10pm, Jan 5-Mar 15, 11 mtgs Marc D. Villarreal, BA, Executive VP, Branding, Integrity Media. Reg# CA Through Dec 6: $669 / After: $735 Westwood: 131 Extension Gayley Center, Mon & Wed 1-4pm, Jan 6-Feb 17, 11 mtgs (no mtg 1/18 & 2/15) Beverly W. Macy, BA, CEO, Gravity Summit, Inc.; author of The Power of Real-Time Social Media Marketing; UCLA Extension Distinguished Instructor Award, Reg# CA Through Dec 13: $579 / After: $635 UCLA: 170 Dodd Hall Wed 7-10pm,, 11 mtgs Alexandre P. Nascimento, MBA, PMP EEIntegrated Marketing Communications X 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. & Reg# CA Through Dec 6: $579 / After: $635 UCLA: 190 Royce Hall Wed 7-10pm,, 11 mtgs Kimberly Small, Consultant, Kudeta Marketing Reg# CA Through Jan 18: $669 / After: $735 Westwood: Westwood Center Tue & Thu 12-3pm, Feb 18-Mar 24, 11 mtgs Marc D. Villarreal, BA, Executive VP, Branding, Integrity Media. EEWriting for Marketing and Advertising 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# CA Through Dec 7: $359 / After: $395 UCLA: 190 Royce Hall Thu 7-10pm, Feb 18-Mar 24, 6 mtgs Arnold S. Zelonka, BA, President/Creative Director, Impresario Advertising. EEConsumer Market Research 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. & Reg# CA Through Dec 4: $579 / After: $635 UCLA: 5264 Boelter Hall Mon 6:30-9:30pm, Jan 4-Mar 21, 11 mtgs (no mtg 1/18 & 2/15; 1 mtg to be arranged) Keith A. Gosselin, MBA, President, KKG Marketing Consultants. EEInternship in Marketing and Advertising X Management 4 units The internship provides practical experience in a variety of advertising and marketing job functions with companies or institutions in either the private or public sectors. Students intern with marketing or advertising companies within the Los Angeles area for a minimum of 120 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) 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 all firms offering internships. Visitors not permitted. Certificate students are eligible for a discounted course fee. Please contact the student advisor at (310) for more information. Restricted course; call (310) for permission to enroll. Web enrollments automatically generate a Permission to Enroll request. Reg# CA Fee: $575 Earl I. Wilson, MBA, President, Wilson & Associates.

32 50 Business, Management & Legal Programs Enroll at uclaextension.edu or call (800) Marketing Certificate This 36-unit program is designed to give students the skills needed for success in the dynamic and competitive field of marketing. It s 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 Brand Management X 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) X Strategic Marketing Group B: Electives (12 Units Required) (Courses are 4 units unless otherwise specified.) X 163 Advertising Principles and Practices X Professional Selling: A Practical Approach X New Media Marketing X A Social Media Marketing X Extreme Marketing X Global Marketing and Strategy X Advertising in the Digital Age X Customer Relationship Management X 462A Advanced Writing for Marketing X Digital Marketing Mastery X New Business Development & Pitching the Perfect Presentation X Media Planning and Analysis X Media Sales in a Cross Platform World X Internship in Marketing and Advertising (4 units) X Digital Analytics X Green Marketing Strategies X Marketing with Google AdWords X Developing an Advertising Campaign X Crisis Management and Communications (2 units) X Marketing and Sales Strategies for Entrepreneurial Business X Fundamentals of Public Relations X Predictive Analytics for Marketing An Application for Candidacy must be submitted by the completion of the second course to be officially enrolled. [email protected] (310) uclaextension.edu/marketing NEW COURSE EEForecasting the World and Your Business: A Course Designed and Taught by the Anderson Forecast X Management 4 units Internet access required to retrieve course materials. For more information see page 57. Reg# CA Through Dec 6: $775 / After: $850 UCLA: 154 Dodd Hall Wed 6:30-9:30pm,, 12 mtgs William Yu, PhD; Economist, UCLA Anderson Forecast; Visiting Assistant Professor of UCLA Anderson School of Management. EEPrinciples of Professional Selling X 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. Internet access required to retrieve course materials. & Reg# CA Through Dec 7: $579 / After: $635 UCLA: 3134 Rolfe Hall Thu 7-10pm, Jan 7-Mar 17, 11 mtgs Maria Guevara, Owner, MJ Tax Agency & MG Business Solutions EENew Media Marketing X 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. Enrollment limited; early enrollment advised. Internet access required to retrieve course materials. & Reg# CA Through Dec 6: $579 / After: $635 UCLA: 3134 Rolfe Hall Wed 6:30-9:30pm,, 11 mtgs Bilal Kaiser, Social Media & PR, L Oreal/Baxter of California Social Media Marketing X A Management 4 units Accelerated Daytime format. Social networking sites 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 businesses, 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. For technical requirements see page 4. & Reg# CA Through Dec 6: $669 / After: $735 Westwood: 119A Extension Gayley Center, Wed 9am-12pm,, 11 mtgs No refund after Jan 8. Ginger Zumaeta, MBA, Co-Founder Partner, Beehive Group. EEGlobal Marketing and Strategy X 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; covering the factors that govern the decision to enter export marketing; and analyzing 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 gain a comprehensive understanding of global competitive marketing core concepts and how global competitive marketing strategies can affect a company s future performance. & Reg# CA Through Dec 6: $579 / After: $635 UCLA: 5264 Boelter Hall Wed 7-10pm,, 11 mtgs New Business Development and Pitching the Perfect Presentation X 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# CA Through Dec 7: $579 / After: $635 UCLA: 178 Dodd Hall Thu 7-10pm, Jan 7-Mar 17, 11 mtgs Nance A. Rosen, MBA, author of Speak Up! & Succeed. Customer Relationship Management X Management 4 units 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. Students 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. Internet access required to retrieve course materials. & Reg# CA Through Dec 5: $579 / After: $635 UCLA: 162 Dodd Hall Tue 7-10pm, Jan 5-Mar 15, 11 mtgs Nance A. Rosen, MBA, author of Speak Up! & Succeed.

33 Enroll at uclaextension.edu or call (800) Business, Management & Legal Programs 51 EEAdvertising Principles and Practices 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# CA Through Dec 5: $579 / After: $635 UCLA: 5436 Boelter Hall Tue 6:30-9:30pm, Jan 5-Mar 15, 11 mtgs No refund after Jan 15. Jeff S. Klocke, BA, marketing consultant. EEWriting for Marketing and Advertising 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# CA Through Dec 7: $359 / After: $395 Westwood: 202 Extension Lindbrook Center Thu 7-10pm, Jan 7-Feb 11, 6 mtgs Kevin Mardesich, who began his career running the story department at Oscar-winner Oliver Stone s development company, Ixtlan. Mr. Mardesich also helped execute corporate communications for Fox s sports/ entertainment cable channels. He currently runs Kevin- Mardesich.com, a communications practice specializing in written communications for film, television, and industry leaders. EEDeveloping an Advertising Campaign X 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. Internet access required to retrieve course materials. & Reg# CA Through Dec 5: $579 / After: $635 Westwood: 121A Extension Gayley Center, Tue 7-10pm, Jan 5-Mar 15, 11 mtgs Arnold S. Zelonka, BA, President/Creative Director, Impresario Advertising. Online Courses For technical requirements see page 4. EEMarketing Principles and Practices m X 160 Management 4 units c Required course in the Business Fundamentals and Business Administration Certificates. Enrollment limited to 25 students. Mid-term and final exams are proctored online; additional requirements include microphone, headphones/speakers, and webcam. For more information see page 49. & Reg# CA Barbara A. Barney-McNamara, MBA, Consultant/ Owner, Marketing Avenue. EEEthics in Marketing and Advertising m X 460 Management 2 units Enrollment limited. For more information see page 49. & Reg# CA Through Dec 14: $359 / After: $395 Jan 14-Feb 18 Elizabeth Spies, PhD, Digital Communications, Raytheon. EEStrategic Marketing m X Management 4 units Prerequisite: X 160 Marketing Principles and Practices and X 466 Consumer Market Research or Professionals with a minimum of 2 years experience may enroll. Enrollment limited. For more information see page 49. & Reg# CA Robert J. Mancuso, MBA, VP, Dir Client Svcs - Bsns Dvlpt, Marketing + Partners. EEWriting for Marketing and Advertising m X 461A Management 2 units Enrollment limited. For more information see page 49. & Reg# CA Through Dec 21: $359 / After: $395 Jan 21-Feb 25 Alexandre P. Nascimento, MBA, PMP EEConsumer Market Research m X 466 Management 4 units Enrollment limited. For more information see page 49. & Reg# CA David R. Morse, President/CEO, New American Dimensions, LLC. EEAdvertising Principles and Practices m X 163 Management 4 units c Enrollment limited. Mid-term and final exams are proctored online; additional requirements include microphone, headphones/speakers, and webcam. For more information see page 51. & Reg# CA Tonja Moss, MBA, Product Manager, Wells Fargo, N.A. EENew Media Marketing m X Management 4 units For more information see page 50. & Reg# CA Matthew Gilbert, MBA, Managing Director/Owner, Generative Learning Group. Social Media Marketing m X A Management 4 units Enrollment limited to 20 students. For more information see page 50. & Reg# CA EEBrand Management m X Management 4 units For more information see page 49. & Reg# CA Through Dec 13: $615 / After: $675 Robert J. Liljenwall, MBA, President, The Liljenwall Group; recipient, UCLA Extension Distinguished Instructor Award, EEIntegrated Marketing Communications m X Management 4 units Enrollment limited. For more information see page 49. & Reg# CA Through Dec 14: $615 / After: $675 Steven Van Hook, PhD, Founder, World Wide Media Relations. EEWriting for Marketing and Advertising m X 461A Management 2 units Enrollment limited. For more information see page 49. & Reg# CA Through Dec 21: $359 / After: $395 Jan 21-Feb 25 Bianca Maria Philippi, EdM, President, Creative Insights. NOW ONLINE EEDigital Marketing Mastery m X Management 4 units The course is intended for executives and professionals that want to go beyond the basics to learn how to apply social media to get concrete business results. The course puts students on the leadership path with strategies, tactical plans that lead to bottom-line success. This highly experiential program delivers the latest best practices to drive more revenue and save costs by incorporating social media into traditional business practices. With this curriculum, attendees learn practical steps, techniques and best practices geared towards integrating social media and digital programs within their businesses with higher monetizations of their investment. For technical requirements see page 4. & Reg# CA Natalie Petouhoff, PhD, social media ROI specialist Marketing with Google AdWords m X 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 clickthru 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. For technical requirements see page 4. Required course in Marketing Certificate with Concentration in Social Media and Web Analytics. Reg# CA Ash Pahwa, PhD, CEO, AssaySoft, Inc. Are You Completing Your Certificate? To take part in Extension s 2016 Graduation Ceremony in June, you must be officially enrolled in your desired certif icate by February 13, 2016 and have completed your program between Fall 2015 and Summer If you meet the above criteria, log in to My Extension and click on Certificate Completion/ Graduation to declare your completion and save your spot for graduation. NOW ONLINE Digital Analytics m X Management 4 units Digital analytics is a set of business and technical activities that create and collect Big Data and process it for analysis, recommendations, optimizations, and predictions. This course defines the term Digital Analytics and focus on its importance in marketing. It provides technical information to understand and implement digital analytics in an organizational context; examines digital analytics strategies, including segmentation, context, conversion attribution, defines KPIs and key metrics used in digital analytics, explores various tools and software use to track analytics, such as Google Analytics, discusses website optimization, and covers webmaster data integration with analytics. For technical requirements see page 4. Enrollment limited to 25 students. & Reg# CA Ash Pahwa, PhD, CEO, AssaySoft, Inc. Also of Interest For more information on the Certificate in Health Care Management and Leadership see page 99 or call (310) Global Sport Management m X Management 4 units In the last 10 years, many companies struggled to retain their financial footing; in general, this is not the case in the sport management sector. Players signed record-setting contracts, valuations of teams reached record highs and sporting goods and apparel companies thrived. Is this success merely a coincidence? Most likely, not. Sport is universal: people love attending sporting matches, supporting their local teams and participating in sport themselves. As the popularity of sport continues to grow, sport teams, organizations and suppliers are constantly seeking opportunities for expansion. As this is the case, there are more employment opportunities in the sport sector than ever before and it is essential to have a general understanding of the industry, key business theories and current opportunities so that qualified candidates can join this exclusive industry. For technical requirements see page 4. Reg# CA

34 52 Business, Management & Legal Programs Enroll at uclaextension.edu or call (800) Personal Financial Planning Certificate Advance your career in financial planning and get the educational training you need by enrolling in our CFP Board-registered certificate. This nationally recognized program is ideal for anyone considering a career transition into the financial planning field or for current financial professionals who wish to advance their careers. The eight-course certificate curriculum provides you with a thorough understanding of the financial planning process, and helps prepare you for the CFP Certification Examination. You complete your coursework through traditional live evening classes or instructor-led online courses. The required curriculum can be completed within two years. Introductory Courses X Survey of Personal Financial Planning X Financial Analysis in Personal Financial Planning Core Courses X Insurance in Personal Financial Planning X Investments in Personal Financial Planning X Retirement Plans and Other Employee Benefits X Income Taxation in Personal Financial Planning X Estate Planning Capstone Course X Personal Financial Planning Capstone Required Ethics Seminar Ethics in Personal Financial Planning CFP Certification For information on earning CFP certification, contact the Certified Financial Planner Board of Standards, Inc. at (800) or visit cfp.net. Internship The Personal Financial Planning Internship provides you an opportunity to gain practical experience with leading firms and companies and is available to certificate students who have completed a minimum of 5 courses in the program. Articulation Agreement California Lutheran University UCLA Extension has established an articulation agreement with California Lutheran University s California Institute of Finance where they will accept up to 15 units (five courses) from this certificate program as credit toward their Master of Business Administration in Financial Planning. (310) uclaextension.edu/pfp 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 require ment, such as this CFP Board-Registered Program, have met its ethics, experience, and examination requirements. TM Personal Financial Planning For more information call (310) or [email protected]. The courses in this section are part of UCLA Extension s traditional evening and online Personal Financial Planning Certificate. This eight-course certificate is intended for financial planning professionals who want to expand their current careers or for individuals who are planning to pursue a career transition into this field. The courses also provide approved curriculum for students who 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) EESurvey of Personal Financial Planning X Management 4 units 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 the Personal Financial Planning Certificate. May be taken prior to or concurrently with X Financial Analysis in Personal Financial Planning. Both of these courses must be taken before all other courses in the Personal Financial Planning Certificate. Internet access required to retrieve course materials. & Reg# CA Through Dec 5: $559 / After: $615 UCLA: 154 Dodd Hall Todd S. Davidson, JD, Certificate in Personal Financial Planning, UCLA Extension; Owner, Davidson Financial Planning; UCLA Extension Distinguished Instructor Award, Kim Bright, BS, Bright Financial Planning EEFinancial Analysis in Personal Financial Planning X Management 4 units 34 hours of MCLE credit available, including three hours of Legal Ethics. Six 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 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 the Personal Financial Planning Certificate. Internet access required to retrieve course materials. & Reg# CA Through Dec 7: $559 / After: $615 UCLA: 162 Dodd Hall Thu 6:30-9:30pm, Jan 7-Mar 24, 12 mtgs Stephen T. Minihan, MBA, CFP, Westlake Financial Advisors LLC. EEInvestments in Personal Financial Planning X Management 4 units 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 Survey of Personal Financial Planning and X Financial Analysis in Personal Financial Planning, or consent of instructor. Required course in the Personal Financial Planning Certificate. Internet access required to retrieve course materials. & Reg# CA Through Dec 6: $559 / After: $615 UCLA: 167 Dodd Hall Wed 6:30-9:30pm,, 12 mtgs Stephen T. Minihan, MBA, CFP, Westlake Financial Advisors LLC. EEIncome Taxation in Personal Financial Planning X Management 4 units This course examines the issues and determination of tax liability for numerous events and activities as they relate to the financial plan. Students are given the necessary information and tools of income taxation 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 Survey of Personal Financial Planning and X Financial Analysis in Personal Financial Planning. An introductory federal income taxation course also is recommended or consent of instructor. Required course in the Personal Financial Planning Certificate. Core course in the Taxation Certificate. Internet access required to retrieve course materials. & Reg# CA Through Dec 4: $559 / After: $615 UCLA: 170 Dodd Hall Mon 6:30-9:30pm, Jan 4-Mar 21, 12 mtgs (no mtg 1/18 & 2/15; 2 mtgs to be arranged) David R. Bergmann, BS, CFP, EA, CLU, ChFC, Managing Principal, The David R. Bergmann Group; UCLA Extension Distinguished Instructor Award EEEstate Planning X Management 4 units 34 hours of MCLE credit available, including one hour of Legal Ethics and one-half 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 are also covered. Required course in the

35 Enroll at uclaextension.edu or call (800) Business, Management & Legal Programs 53 Personal Financial Planning Certificate. Core course in the Taxation Certificate. & Reg# CA Through Dec 5: $559 / After: $615 Westwood: 114A Extension Gayley Center, Jonathan S. Forster, BA, JD, Partner, Weinstock Manion, a Law Corporation. EEInternship in Personal Financial Planning X Management 4 units The internship provides practical experience in a variety of financial planning job functions within the financial advisory and wealth management sectors, 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 120 hours and must secure their internship assignment before enrolling. This internship is eligible for three months of credit toward CFP Board s work experience requirement. Restricted course; Web enrollments automatically generate a Permission to Enroll request, after which our advisor will contact you. Restricted to students enrolled in the Personal Financial Planning Certificate who have completed a minimum of five courses in their program. Visitors not permitted. Reg# CA Fee: $615 Off-Campus: Location to be announced Wed 6:30-9:30pm,, 12 mtgs David R. Bergmann, BS, CFP, EA, CLU, ChFC, Managing Principal, The David R. Bergmann Group; UCLA Extension Distinguished Instructor Award 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 six-day Review Course and online 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 review classes in order to fully prepare for the exam. Students who have completed UCLA Extension s Certificate in Personal Financial Planning may enroll at reduced fees; for more information call (310) Review Primer for the CFP Certification (Hybrid) AB 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 Dec 23 and $445 after; for more information call (310) This in-depth review primer, provided in a hybrid format, 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 Boardregistered 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 four 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 six-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. Enrollment limited; early enrollment advised. It is highly recommended that students pre-purchase their review course study materials prior to attendance by calling (310) Internet access required to retrieve course materials. Visitors not permitted. & Reg# CA Through Dec 23: $495 / After: $545 Westwood: G33W UCLA Extension Bldg. Sat & Sun 8am-6pm, Jan 23 & 24 Online sessions: Wed, Fri, Sat & Sun Jan 27, 30 & 31; Feb 3 & 5 (Online sessions are synchronous, held from 3-6pm.) Nancy J. Le Claire, BA, CPA, CFP, Co-Founder, Financial Planning Educational Solutions. Review Course for the CFP Certification Examination 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) 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 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) Visitors not permitted. & Reg# CA Fee: $1,150 Westwood: G33W UCLA Extension Bldg. Fri, Sat & Sun 8am-6pm, Feb 19-28, 6 mtgs Nancy J. Le Claire, BA, CPA, CFP, Co-Founder, Financial Planning Educational Solutions. Online Courses For technical requirements see page 4. EESurvey of Personal Financial Planning m X Management 4 units 34 hours of MCLE credit available; 15 hours of California Department of Insurance Continuing Education credit available. Required Course in the Personal Financial Planning Certificate. Enrollment limited. May be taken prior to or concurrently with X Financial Analysis in Personal Financial Planning. This course and X 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 52. & Reg# CA Robert L. Watson, MBA, Financial Advisor, ING Financial Partners. c UC credit m Online course e Not available passed/not passed & Text required M Course held during daytime hours Personal Financial Planning Certificate Accelerated Online Program This six-course certificate fully meets the educational requirements for the CFP Certification Examination and is designed for financial professionals who have a minimum of three years relevant work experience within the financial services industry or three years experience as a CPA, attorney, CLU, CFA, ChFC, or EA. Instructor-Led Online Format The instructor-led online courses blend live, Web-based sessions with online discussion boards, assignments, and testing. Each course is scheduled over a four-week period and include two mandatory three-hour live sessions each week. Students are provided a two-week window between courses to pre-study materials for the next course. Students complete the entire curriculum within nine months. Program Schedule The next accelerated online program begins February 16. Students completing this program cycle will be ready to sit for the November 2016 CFP Exam. Free Information Session Webinar Wed, Jan 13, 10-11am Join us for this online event to learn more about the Accelerated Online Certificate and the CFP certification process. Participants must register using the Reg# CA and provide a valid address. (310) uclaextension.edu/pfp_accelerated CFP Exam Review Courses Our CFP Exam Review courses are designed to fully prepare you for the CFP Certification examination. These live-review courses present proven test-taking strategies, including case studies, for successfully approaching the various types of exam questions. CFP Exam Review Primer (Hybrid) A highly interactive course recommended to be taken along with the six-day review. CFP Exam Review A six-day review of the exam topics; includes exercises covering several case studies. (310) uclaextension.edu/pfp_cfpreview 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 Personal Financial Planning Certificate may enroll at a reduced fee. Page 53.

36 54 Business, Management & Legal Programs Enroll at uclaextension.edu or call (800) EEFinancial Analysis in Personal Financial Planning m X Management 4 units 34 hours of MCLE credit available, including three hours of Legal Ethics; six hours of California Department of Insurance Continuing Education credit available. Required course in the Personal Financial Planning Certificate. Enrollment limited. For more information see page 52. & Reg# CA Daniel F. Casey, MBA, Certificate in Personal Financial Planning, UCLA Extension, CFP, Westlake Financial Advisors LLC. EERetirement Plans and Other Employee Benefits m X 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 from all of the above. Recent legislation is examined. For technical requirements see page 4. Prerequisite: X Survey of Personal Financial Planning, X Financial Analysis in Personal Financial Planning, or consent of instructor. Required course in the Taxation Certificate. Required course in the Personal Financial Planning Certificate. Enrollment limited. & Reg# CA Through Dec 13: $625 / After: $685 EEInsurance in Personal Financial Planning m X Management 4 units 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 Survey of Personal Financial Planning, X Financial Analysis in Personal Financial Planning, or consent of instructor. Required course in the Personal Financial Planning Certificate. & Reg# CA Through Dec 13: $625 / After: $685 Nancy L. McCready, BA, MBA, CFP, CRPC, Financial Advisor, Ameriprise Financial. EEPersonal Financial Planning Capstone m X Management 4 units 42 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 Personal Financial Planning Capstone (classroom or online). The scholarship will underwrite the full cost of the course. For more information call (310) Course requirements include each student to produce an online video presentation of a financial plan using digital media. This capstone course bridges academic coursework with actual practice management, introducing students to the skills and tools needed for developing a comprehensive financial plan for a client. The first part of the course provides a review of the financial planning CFP Board topics, including ethics and principles of communication and counseling. Classes also review/apply the process and techniques for preparing and presenting a financial plan in an environment of nonliability. This course fully meets the financial plan development course requirement to CFP Board s education standards, effective January 1, A grade of B or better is required to pass this course and obtain the certificate.this course may also be taken by individuals who plan to sit for the CFP Examination on a challenge status (e.g., CPA, JD, CFA, ChFC, CLU). For technical requirements see page 4. Prerequisite: Completion of the other 7 required courses in the Personal Financial Planning Certificate. Required course in the Personal Financial Planning Certificate. Enrollment limited. & Reg# CA Daniel F. Casey, MBA, Certificate in Personal Financial Planning, UCLA Extension, CFP, Westlake Financial Advisors LLC. EEEstate Planning m X Management 4 units 34 hours of MCLE credit available, including one hour of Legal Ethics and one half-hour of Elimination of Bias. 36 hours of California Department of Insurance continuing education credit available. Required course in the Certificate in Personal Financial Planning. Core course in the Certificate in Taxation. Enrollment limited. For more information see page 52. & Reg# CA Walter C. Whitaker, JD, MBA, LA Elder Law. Ethics in Personal Financial Planning m Management 1.8 CEU 16.5 hours of MCLE credit available. This course 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. 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. Instruction includes a review of IRS Circular 230 covering financial planning engagements and the possible impact of Circular 230 on rendering such advice. For technical requirements see page 4. Required course in the Personal Financial Planning Certificate. Enrollment limited. Reg# CA Through Jan 17: $319 / After: $349 Feb 17-Mar 23 David R. Bergmann, BS, CFP, EA, CLU, ChFC, Managing Principal, The David R. Bergmann Group; UCLA Extension Distinguished Instructor Award Public Relations For more information about a specific course call (310) or [email protected]. Courses are endorsed by the Greater Los Angeles Chapter of the Public Relations Society of America. Writing for Public Relations X Management 4 units This course provides a detailed survey of professional public relations writing in its many forms. It is structured to illustrate both the style and content of corporate, agency, non-profit and special client writing tasks in today s highly competitive public relations market. This class is directed to those already possessing wellhoned writing skills. Students will create their own examples of news releases, pitch letters, biographies, media advisories, feature writing, speeches, crisis communications, and other typical public relations writing as part of a strategic public relations campaign kit. Prerequisite: X432 Reporting and Writing I and X Fundamentals of Public Relations, or equivalent experience and consent of the instructor. Required course toward the Strategic Branding and Public Relations Certificate. Elective credit toward Fundraising Certificate. Enrollment limited to 20 students. Internet access required to retrieve course materials. & Reg# CA Through Dec 7: $579 / After: $635 UCLA: 160 Royce Hall Thu 7-10pm, Jan 7-Mar 24, 11 mtgs (no mtg 3/17) Joann Killeen, APR, Fellow, PRSA; President, Killeen Furtney Group; past national chair/ceo, Public Relations Society of America. Strategic Public Relations Management X Management 4 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 Fundamentals of Public Relations, X Writing for Public Relations, or equivalent experience and consent of instructor. Required course toward Strategic Branding and Public Relations Certificate and recommended to take near completion of certificate. Enrollment limited to 20; advance enrollment required. Internet access required to retrieve course materials. & Reg# CA Through Dec 13: $579 / After: $635 Westwood: 121B Extension Gayley Center, Wed 6:30-9:30pm,, 11 mtgs Kevin Mardesich, who began his career running the story department at Oscar-winner Oliver Stone s development company, Ixtlan. Mr. Mardesich also helped execute corporate communications for Fox s sports/ entertainment cable channels. He currently runs Kevin- Mardesich.com, a communications practice specializing in written communications for film, television, and industry leaders. Film Publicity for the Entertainment Industry X Management 2 units With a focus on emerging publicity techniques, this course presents a strategic and vivid overview of the main components of film publicity. Publicity campaign strategies involved in achieving maximum exposure via broadcast, print, and digital outlets to establish consumer interest are highlighted. Topics include pre-production positioning; production/unit publicity; long-lead and fastbreaking outlets; use of such tools as photography, film clips, electronic and print press kits, mailers, and promo items; press junkets; scheduling screenings; review strategies; special events and premieres; and international publicity. You obtain practical application by designing your own publicity campaign plan for an actual film in current release. Required course toward Strategic Branding and Public Relations Certificate, Concentration in Entertainment Publicity. Reg# CA Through Dec 12: $359 / After: $395 Westwood: 210 Extension Lindbrook Center Tue 6:30-9:30pm, Jan 12-Feb 16, 6 mtgs Enrollment deadline: Jan 11 Tim Menke, Senior Publicist, 20th Century Fox International, former senior publicist, Paramount Pictures (Domestic). Mr. Menke has launched over 200 publicity campaigns from Avatar to Zoolander, including one of the highest grossing films of all time, the academy award winning Titanic. Corporate Communications X Management 4 units This course provides communications professionals with an understanding of the intersections of the many corporate communications functions, and best-practice approaches to their strategic integration. This course studies the forms and practices of corporate communications and their efforts to lead, motivate, persuade, and inform various stakeholders, including consumers, investors, employees, and the media. This course will also examine how successful communicators leverage the skills of influence, persuasion, and organizational awareness to establish themselves as true business partners, and maximize their contributions to and impact on the business. & Reg# CA Through Dec 12: $579 / After: $635 Westwood: 121E Extension Gayley Center, Tue 6:30-9:30pm, Jan 12-Mar 22, 11 mtgs Enrollment deadline: Jan 26 Robert Villanueva, MBA; Senior Manager EEInternship in Public Relations X Management 4 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 120 hours during 1 quarter and earn 4 units of elective credit toward the Public Relations Certificate. A UCLA Extension instructor acts as an internship coordinator to monitor the internship throughout to ensure a substantive learning experience. You 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. 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 Fundamentals of Public Relations, X 432 Fundamentals of Reporting and Writing I, X Writing for Public Relations, X Crisis Management and Communications: Safeguarding Image and Viability. Elective credit toward Strategic Branding and Public Relations Certificate. Visitors not permitted. Restricted course; call (310) for permission to enroll. Web enrollments automatically generate a Permission to Enroll request. Reg# CA Fee: $575 Erik Deutsch, Principal, ExcelPR Group, who is an awardwinning media strategist and content producer with more than 15 years of experience representing clients in health care, technology, entertainment, and the public sector.

37 Enroll at uclaextension.edu or call (800) Business, Management & Legal Programs 55 Seminars NEW SEMINAR Two-Day Intensive Public Speaking Seminar Management 1.2 CEU This two-day course is designed to give participants the tools they need to create and deliver effective impromptu and prepared speeches, a critical success element in professional and personal success. The first day focuses on details of how to create and deliver an effective speech, exploring the speaker s relationship with an audience, speech structure and writing, and key elements of delivery which give speakers a professional look and feel. We will also cover ways to evaluate a speech and coach a speaker. Bonus material include how to powerfully participate in panel discussions. Key points are summarized in course handouts. The second day is dedicated to participants delivering speeches. Reg# CA Through Jan 6: $389 / After: $425 Westwood: G33W UCLA Extension Bldg. Sat 10am-5pm, Feb 6 & 13, 2 mtgs Enrollment deadline: Feb 4 Lance Webster, President, LW Communications, a company that specializes in media training for executives and celebrities, personal life coaching, and speech communication training. Mr. Webster is a senior executive with District 52 of Toastmasters International. Formerly, he was the executive director of TPEC & ECO, director of West Coast PR at PBS, and vice president of ECO Expo. Online Courses For technical requirements see page 4. Fundamentals of Public Relations m X Management 4 units This course is intended to provide an introduction to the basic history, theories, principles and methods of public relations practice. The emphasis in this class is on problem solving and the tools and techniques of the trade as applied to real-life situations. The scope of the course is intended to present the social, behavioral, psychological, ethical, economical, and political foundations of public relations, and the theories of public relations as a communications discipline. This course will also examine the nature of various public relations audiences and the different channels used to reach them. The course will offer insight and perspective in determining whether the public relations profession is the career path for you. Written reports, oral presentations, in class projects and quizzes are an integral part of the curriculum. For technical requirements see page 4. Required course toward Strategic Branding and Public Relations Certificate and recommended to take as the initial course along with X 432 Reporting and Writing I. Enrollment limited to 25 students. Reg# CA Jan 11-Mar 21 Robert Z. Chew, President, BoldPoint Now, and PFI Communications, Los Angeles; former executive vice president/board member, Burson-Marsteller and Grey Advertising s GCI Group (public relations division). c UC credit m Online course e Not available passed/not passed & Text required M Course held during daytime hours NOW ONLINE Working with the Media m X Management 4 units This course explores the various media outlets print, broadcast, and digital for those working in a broad range of public relations fields, and discusses the tricks of the trade on how to work with these outlets effectively. Case histories will be used to discuss the various media outlets and to illustrate creative and timely planting and servicing of stories. State-of-the-art media coverage techniques are discussed and participants have a chance to practice proven verbal pitch techniques. For technical requirements see page 4. Prerequisite: X Fundamentals of Public Relations or X Writing for Public Relations, or equivalent experience and consent of instructor. Required course toward Certificates in Public Relations. Elective course toward Certificate in Fundraising. Reg# CA Steven Van Hook, PhD, Founder, World Wide Media Relations. Crisis Management and Communications: Safeguarding Image and Viability m X Management 2 units Organizations must deal rapidly, correctly, comprehensively, and objectively with a disaster or crisis. Yet, many organizations are so preoccupied with day-to-day operations that they fail to allocate the appropriate time and resources to crisis planning. Designed for corporate, healthcare, and nonprofit executives; crisis management professionals; advertising and public relations agency executives; and anyone charged with dealing with a crisis that threatens the image and viability of an organization, this overview provides you with the tools to identify potential vulnerabilities and to develop comprehensive protection, management, and communication plans. Examinations of actual crisis case studies demonstrate how to minimize risk; create a crisis plan; and manage, survive, and recover from a crisis. For technical requirements see page 4. Required course toward Strategic Branding and Public Relations Certificate. Elective credit toward Fundraising Certificate. Enrollment limited to 25 students. Reg# CA Through Dec 25: $359 / After: $395 Jan 25-Mar 6 Mariana Peralta Dannelley, JD, Consultant, NonprofitMD Prescriptions for the Business Side of Charity; Ms. Dannelley held executive director positions at Jefferson Woodlawn Lake Community Development Corporation, Boys Hope Girls Hope of San Antonio, and Hispanic Association of Colleges and Universities. She was the former director of human resources and organizational development and director of replication at AVANCE, Inc., where she managed the expansion of the nonprofit social service agency to new cities. PR and Branding in Practice: Putting It All Together m X Management 2 units For Public Relations Certificate students in advanced standing and current professionals, this course teaches the techniques for developing solutions to public relations problems by focusing on the analysis of actual case histories as well as the development of campaigns for hypothetical clients. As a capstone to knowledge already gained about different facets of public relations, this course puts it together to illuminate effective public relations practice whether agency, corporate, or nonprofit. Prerequisite: X 451 Public Relations, X 432 Fundamentals of Reporting and Writing I, X 439 Writing for Public Relations, and either X 464 Public Relations Management or X 438 Working with the Media; or equivalent knowledge and consent of instructor. Required course toward Certificates in Public Relations and recommended to be taken at the end of the sequence. & Reg# CA Through Dec 25: $359 / After: $395 Jan 25-Mar 6 Chantal Allan, MA, University of Southern California; Owner, President, Allan Communications. New and Improved The Strategic Branding & Public Relations Certificate The Strategic Branding and Public Relations certificate is designed for individuals responsible for marketing, advertising, corporate relations, community relations, media relations, customer service referrals/ complaints/issues, and business owners desiring increased knowledge in managing their company s persona. Sales personnel, organizational planners, and consultants who wish to add expertise in crafting press releases, executive management presentations, and responses to regulators will also benefit from this certificate program. This 32-unit program provides individuals with an up-to-date knowledge base in social media and brand management, as well as helps individuals improve written, verbal, and digital communication skills. Group A: 7 Required Courses (24 units) X Fundamentals of Public Relations (4 units) X Writing for Public Relations (4 units) X Working with the Media (4 units) X Strategic Public Relations Management (4 units) X Crisis Management and Communications (2 units) X PR and Branding in Practice: Putting it All Together (2 units) X Brand Management (4 units) Ethics Requirement Business Ethics Must be taken at any time during the program; also offered online (310) uclaextension.edu/publicrelations Group B: 8 Units Required from this Group X Best Practices in Social Media for the Communications Professional (2 units) X Strategic Writing: An Advanced PR Workshop (2 units) X Working with Celebrity Talent (1 unit) X Film Publicity for the Entertainment Industry (2 units) X Television Publicity for the Entertainment Industry (2 units) X Digital Communications Strategies (4 units) X Corporate Communications (4 units) X Public Relations Internship (4 units) X Entertainment Public Relations (2 units) X 461A Writing for Marketing and Advertising (2 units) X A Social Media Marketing (4 units) X New Business Development and Pitching the Perfect Presentation (4 units) X Integrated Marketing Communications (4 units) An Application for Candidacy must be submitted by the completion of the second course to officially enroll. For an application visit uclaextension.edu/bamcert.

38 56 Business, Management & Legal Programs Enroll at uclaextension.edu or call (800) Real Estate Certificate Pursue a Real Estate Certificate and arm yourself with the information and skills you need to succeed in today s uncertain markets. You may also complete the program with a Concentration in Investments. Introductory Course X Real Estate Principles Group A: 5 Required Courses X Real Estate Practice X Real Estate Finance X Real Estate Appraisal X Real Estate and Land Economics X Legal Aspects of Real Estate Ethics Requirement Business Ethics May be taken at any time during the program; also offered online. Group B: 4 Required Courses Concentration in Investments X Property Management X Real Estate Investment Properties X Shopping Center Development, Leasing, and Management X Fundamentals of Commercial Real Estate X Advanced Legal Aspects of Real Estate X Real Estate Market Analysis X Real Estate Development X Commercial Real Estate Leasing: Principles and Practices (310) uclaextension.edu/realestate X Commercial Real Estate Leasing: Contracts and Administration X Real Estate Development, Construction, and Management of Residential and Retail Projects X Real Estate Investment Analysis X Internship in Real Estate No Concentration Students selecting this option may fulfill their four courses from the following as well as from those listed under the Concentration in Investments. X Analysis of Financial Statements X Advanced Real Estate Finance X Securitization of Mortgages X Mortgage Loan Brokering and Lending X 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 an appli cation visit uclaextension.edu/bamcert. Digital Communications Strategies m X Management 4 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 or 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 Strategic Branding and Public Relations and Fundraising Certificates. Reg# CA Through Dec 4: $615 / After: $675 Jan 4-Mar 20 Angela Fentiman, MBA, Media and Employee Communications Manager, Southern California Gas Company. Global Sport Management m X Management 4 units In the last 10 years, many companies struggled to retain their financial footing; in general, this is not the case in the sport management sector. Players signed record-setting contracts, valuations of teams reached record highs and sporting goods and apparel companies thrived. Is this success merely a coincidence? Most likely, not. Sport is universal: people love attending sporting matches, supporting their local teams and participating in sport themselves. As the popularity of sport continues to grow, sport teams, organizations and suppliers are constantly seeking opportunities for expansion. As this is the case, there are more employment opportunities in the sport sector than ever before and it is essential to have a general understanding of the industry, key business theories and current opportunities so that qualified candidates can join this exclusive industry. For technical requirements see page 4. Reg# CA Course Icons Provide Information At-a-Glance m Online course & Textbook required C UC credit; may be transferable to other colleges and universities M Meets during daytime hours e Credit course may not be taken passed/not passed Real Estate For more information about a specific course call (310) or [email protected]. 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) or visit uclaextension.edu/bmlp. GARY BERTISCH SCHOLARSHIP Students who are pursuing the Real Estate Certificate may be eligible for the Gary Bertisch Scholarship. For more information see page 162. Educational Requirements for the Real Estate Salesperson; and Broker Licenses: UCLA Extension does not administer either of the State of California exams. UCLA Extension offers courses that satisfy all the education requirements for qualifying to take the Real Estate Salesperson and/or Broker License Exams. For complete information, including licensing requirements, please contact The Bureau of Real Estate (BRE) at Salesperson License Course Requirements: In addition to the general requirements found on the BRE website, successful completion of three college-level courses is required to qualify for a real estate salesperson examination: Real Estate Principles, and Real Estate Practice, and One course from the following list: Real Estate Appraisal Property Management Real Estate Finance Real Estate Economics Legal Aspects of Real Estate General Accounting Business Law Mortgage Loan Brokering and Lending Currently, UCLA Extension does not offer these courses: Real Estate Office Administration Escrows Computer Applications in Real Estate Common Interest Developments Upon completion of courses taken at UCLA Extension, Licensee must request and furnish an official transcript as evidence of successful completion of all courses to the BRE. Broker License Course Requirements: For a list of UCLA Extension courses that correspond to the required courses found on the BRE website, visit uclaextension.edu/ BrokerLicense EEReal Estate Principles X 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. & kkk

39 Enroll at uclaextension.edu or call (800) Business, Management & Legal Programs 57 Reg# CA Through Dec 4: $635 / After: $695 UCLA: 2214 School of Public Affairs Bldg. Mon 6-10pm, Jan 4-Mar 21, 12 mtgs (no mtg 1/18 & 2/15; 2 mtgs to be arranged) Robert Keller, MArch, MSRED, Broker, Warner Center Realty EEReal Estate Practice (Hybrid) X Management 5 units 45 hours of MCLE credit available, including three 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. This course covers agency law as it governs the agency relationships, which governs real estate practice. 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 are also covered. Prerequisite: X Real Estate Principles or consent of instructor. Applies toward the mandatory educational requirements for obtaining the California State Real Estate Salesperson or Broker License. Internet access required to retrieve course materials. & Reg# CA Through Dec 9: $635 / After: $695 UCLA: 2238 School of Public Affairs Bldg. Sat 6-10pm, Jan 9 & 23; Feb 6 & 20; Mar 5, 19 & 26 Online sessions: Sat Jan 16 & 30; Feb 13 & 27; Mar 12 Enrollment deadline: Jan 21 Sabrina Roque, J.D. Western State College of Law; B.A. UCLA EEReal Estate and Land Economics X Management 4 units This course covers the economic foundations of real estate value. Topics include location theory and the economics of spatial patterns forces that shape cities and influence the real estate industry and land uses. Theories of growth and decay of local areas, cities, and regions; real estate cycles and business fluctuations; identification of specific urban land use; and land values also are covered. Prerequisite: X 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# CA Through Dec 7: $595 / After: $650 Westwood: 209 Extension Lindbrook Center Thu 6-9:15pm, Jan 7-Mar 24, 12 mtgs Enrollment deadline: Jan 21 Marvin N. Nadler, BBA, President, Financial Advisors Realty Company; California State Certified General Real Estate Appraiser. EEInternship in Real Estate X Management 4 units The internship provides practical experience in a variety of real estate job functions and projects including, but 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) Visitors not permitted. Certificate students are eligible for a discounted course fee. Please contact the student advisor at (310) for more information. Restricted course; call (310) for permission to enroll. Web enrollments automatically generate a Permission to Enroll request. Reg# CA Fee: $695 Todd D. Weaver, CCIM, CPM, President, Synergy Commercial Real Estate, Inc. EEAdvanced Legal Aspects of Real Estate X Management 4 units This course provides an advanced and practical analysis of the legal and economic issues involved in leasing, buying, selling, exchanging and syndicating commercial real estate. Topics include: gross and net leases; single and multi-tenant forms; common area operating expenses and negotiation thereof; and audit rights; tenant improvement allowances; construction of premises; commencement of term, modification of term and premises (options to extend, expand, contract, or terminate); right of first refusal, right of first offer, option to purchase; rent (base rent and increase mechanisms, CPI, fair-market adjustment, baseball arbitration); percentage rent; use (co-tenancy, exclusive use, radius restrictions, continuous operation); assignment and subletting (recapture, profit sharing and fair market adjustment); selection of the proper buyer s entity; seller s due diligence of buyer and preventative strategies; title reports and land surveys; standard and extended coverage title insurance policies; title insurance policy endorsements; buyer s due diligence and contingencies; hazardous materials liability; seller s disclosures, representations and warranties; structuring seller and third-party financing; obtaining new financing; assuming existing financing; legal and practical remedies of the parties (liquidated damages, specific performance); 1031 tax-deferred exchanges; real estate brokers duties, rights and responsibilities. Prerequisite: X Legal Aspects of Real Estate or consent of instructor. & Reg# CA Through Dec 30: $595 / After: $650 Westwood: 121B Extension Gayley Center, Sat 9am-1pm, Jan 30-Mar 26, 9 mtgs Enrollment deadline: Feb 12 Bryan Mashian, Esq., JD, Owner, The Law Offices of Bryan Mashian. EECommercial Real Estate Acquisitions and Dispositions: Principles and Practices X Management 4 units This course analyzes the market and financial issues in commercial real estate acquisitions and dispositions. Students learn ethics and the acquisitions and dispositions processes through multiple perspectives, from obtaining the listing and marketing the property to qualifying an offer and closing the deal. Students also learn the proper use of sophisticated commercial real estate terminology, practical application of state of the art financial analysis tools, and abstract the most popular listing and purchase contract forms used by professionals. This course is designed for the residential agent who wants to crossover to commercial, as well as for the seasoned commercial broker, investor, owner and user who need to sharpen their skills. Other professionals who can benefit from this course include attorneys, accountants, bankers, asset managers, property managers, and developers. Internet access required to retrieve course materials. & Reg# CA Through Dec 5: $595 / After: $650 UCLA: 154 Royce Hall Enrollment deadline: Jan 19 Todd D. Weaver, CCIM, CPM, President, Synergy Commercial Real Estate, Inc. Prepare for the Real Estate Salesperson License To qualify for the Real Estate Salesperson License, you must pass a written examination and meet certain requirements of the Bureau of Real Estate (BRE), including successful completion of three college-level courses. For all other requirements and more information about the real estate salesperson license, visit the Bureau of Real Estate at bre.ca.gov. UCLA Extension offers courses that are equivalent to those required for the exam. All courses are not offered every quarter. Real Estate Principles Page 56. Real Estate Practice Page 57. Plus one course from the following: Business Law: Fundamentals Page 47. Real Estate Finance m Page 59. [email protected] (310) NEW COURSE EEForecasting the World and Your Business: A Course Designed and Taught by the Anderson Forecast X Management 4 units This course provides the practical knowledge of the underlying trends and cycles of global economies, U.S. businesses, global and U.S. industries and their outlooks. It introduces to you useful and powerful methods and tools of analyzing marketplace data that impacts company revenues, expenses, growth strategies and competitive positions. Topics include regional and international economies, stock markets, interest rates, housing markets, employment/unemployment, and additional macro-economic trends/considerations. Participants leave the course with an understanding of the state and prospects of the economy, key business sectors and, importantly, the best practice skillsets of the Anderson Forecast to analyze your own company s data as well as new investments risks. Internet access required to retrieve course materials. Reg# CA Through Dec 6: $775 / After: $850 UCLA: 154 Dodd Hall Wed 6:30-9:30pm,, 12 mtgs William Yu, PhD; Economist, UCLA Anderson Forecast; Visiting Assistant Professor of UCLA Anderson School of Management. NEW COURSE EECommercial Real Estate Accounting X Management 4 units This course covers fundamentals of commercail real estate accounting for property managers and non-accountants. Topics include forms of real estate organizations; basics of real estate accounting; accounting for operating revenues and expenses including property taxes; operating expenses reconciliations and recoveries; lease incentives and tenant improvements; budgeting; variance analysis; and working with auditors. This course also covers introductions to Property Management Software. kkk Real Estate Appraisal (Hybrid) Page 59. Legal Aspects of Real Estate m Page 59. Property Management m Page 59. Using ARGUS and Spreadsheet Programs for Commercial Real Estate Analysis Page 58. Reg# CA Through Dec 7: $595 / After: $650 UCLA: 164 Royce Hall Thu 6:30-9:30pm, Jan 7-Mar 24, 12 mtgs Philippe Masbanji, BS, CPA EEReal Estate Investment Analysis X Management 4 units 37 hours of MCLE credit available. A must for anyone dealing with the investment aspects of real estate. 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 vs. positive leverage; depreciation methods and recapture; simplification of actuarial tables and mathematical formulas; 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 17BII, HP 10BII, or HP 19BII calculator is highly recommended. Prerequisite: X Real Estate Principles or previous experience and consent of instructor. Elective course in Certificate in Finance. & Reg# CA Through Dec 7: $595 / After: $650 UCLA: A25 Haines Hall Thu 6:30-9:45pm, Jan 7-Mar 24, 12 mtgs Todd D. Weaver, CCIM, CPM, President, Synergy Commercial Real Estate, Inc.

40 58 Business, Management & Legal Programs Enroll at uclaextension.edu or call (800) New Course Commercial Real Estate Accounting Jan 7-Mar 24 This course covers fundamentals of commercial real estate accounting for property managers and non-accountants. Topics include forms of real estate organizations; basics of real estate accounting; accounting for operating revenues and expenses including property taxes; operating expenses reconciliations and recoveries; lease incentives and tenant improvements; budgeting; variance analysis; and working with auditors. This course also covers introductions to property management software. Instructor: Philippe Masbanji, BS, CPA Page 57. Are You Completing Your Certificate? To take part in Extension s 2016 Graduation Ceremony in June, you must be officially enrolled in your desired certificate by February 13, 2016 and have completed your program between Fall 2015 and Summer If you meet the above criteria, log in to My Extension and click on Certificate Completion/ Graduation to declare your completion and save your spot for graduation. New Course Real Estate Risk Management Jan 23-Mar 19 This course provides real life insight into managing risk for real estate practitioners. We will examine risk from several perspectives the commercial property owner, commercial tenant, and residential manager. We ll look at employer liability and physical property risks. Case studies, site visits, and guest speakers will be invited to explore topics in depth. Instructor: Nancy San Pedro, CPM, MBA; Director, Commercial Properties for Southern California, Shapell Properties, Inc. Page 58. EEUsing ARGUS and Spreadsheet Programs for Commercial Real Estate Analysis X Management 4 units This course examines how to analyze real estate investment property using the Valuation DCF (Argus DCF 16) module of AE 10 and Excel software. The course also prepares participants for the Valuation DCF certification examination. Property types covered include office, retail, industrial, multi-family, mixed-use and hotel/motel. Using ARGUS for development and partnerships is also covered. Students gain hands-on computer lab training in utilizing these programs through the analysis of case studies provided by the instructor. Students obtain a working knowledge of how to gather and input data, analyze income and expenses, understand tenant reimbursements, and generate meaningful reports for investors, developers, lenders and planners. Participants will learn to analyze sale/purchase decisions and leasing activities from the perspective of the owner/lessor and the tenant/lessee. 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; leasing professionals; and employees of Federal, State, and Municipal agencies and planning departments. Prerequisite: Students enrolling in this class must have a Basic Working Knowledge of Leasing Concepts and Income/Expenses for Real Estate Elective course in Finance Certificate. Enrollment limited to 30 students. Internet access required to retrieve course materials. & Reg# CA Through Dec 5: $595 / After: $650 Westwood: 206 Extension Lindbrook Center Karen G. Davidson, CRE, MAI, President/Owner, Davidson & Associates Reg# CA Through Dec 6: $595 / After: $650 Westwood: 206 Extension Lindbrook Center Wed 6:30-9:30pm,, 12 mtgs Steven R. Norris, MAI, CRE; Principal/Owner, Norris Realty Advisors; BA, Economics, UCLA. NEW COURSE EEReal Estate Risk Management X Management 4 units This course provides real life perspective on managing risk for real estate practitioners. We examine risk from several perspectives the commercial property owner, commercial tenant, residential managers, employer liability, and physical property risks. Case studies, site visits, and invited guest speakers allow us to explore topics in depth. Internet access required to retrieve course materials. Reg# CA Through Dec 23: $595 / After: $650 Westwood: 115 Extension Gayley Center, Sat 9am-1pm, Jan 23-Mar 19, 9 mtgs Enrollment deadline: Feb 6 Nancy San Pedro, CPM, MBA; Director, Commercial Properties for Southern California, Shapell Properties, Inc. Seminars Understanding and Negotiating Real Estate Leases Management 1.1 CEU From the perspectives of both the lessor and the lessee, this course provides a practical analysis of the legal and economic issues involved in leasing retail, office, and industrial properties. Designed for those who have general familiarity with real estate leases. Instruction includes discussions, simulated negotiations, and an in-depth analysis of provisions found in commonly used forms including the American Industrial Real Estate Association lease forms. Topics include gross and net leases single- and multi-tenant forms; tenant improvement allowances; premises construction; options; rent provisions; use exclusive use clauses, radius restrictions, continuous operation; assignment and subletting; and default. Property managers, real estate brokers and property owners should find this course beneficial. kkk Reg# CA Through Dec 13: $229 / After: $250 Westwood: 119 Extension Gayley Center, Wed 6:30-9:30pm, Jan 13-Feb 3, 4 mtgs Nadav Ravid, Esq., JD, Partner, Ravid Law Group Buying and Managing Apartment Buildings for Profit Management 0.5 CEU With the array of stocks, bonds, and real estate available 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 headache-free business. Learn how to select a building to purchase and analyze the financials; what support staff to hire; how to select tenants and what forms to use; low cost items to make your property appealing; what things you can do yourself versus 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. Advance enrollment required; no enrollment at the door. Reg# CA Through Feb 5: $185 / After: $200 Westwood: 216 Extension Lindbrook Center Sat 9am-3pm, Mar 5, 1 mtg Enrollment deadline: Mar 4 Rennie Gabriel, BA, CLU, CFP, President, The Financial Coach, Inc. One-Day Real Estate Boot Camp Management 0.7 CEU This class is a one-day, 7-hour version of X Real Estate Investment Analysis. For more info call (310) This seminar covers everything you need to know to start investing in Real Estate. You learn the basic terms of the business as well as how to use Microsoft Excel to do financial models and analyze potential investment opportunities. 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. 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. Fee includes workbook and text There s No Free Lunch in Real Estate by Jon Swire. Reg# CA Through Jan 27: $254 / After: $275 Westwood: 204AB Extension Lindbrook Center Sat 8:30am-5pm, Feb 27, 1 mtg Enrollment deadline: Feb 26 Jonathan S. Swire, MBA, Real Estate Advisor/Author/ Speaker, Keller Williams Commercial Business Ethics Management 0.6 CEU Includes course materials. 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 10am. For more information see page 28. Reg# CA Through Dec 23: $195 / After: $215 Westwood: 216 Extension Lindbrook Center Sat 10am-5pm, Jan 23, 1 mtg Matthew Kohler, MBA, Owner/President, Baja Tan, LLC Reg# CA Through Feb 12: $195 / After: $215 UCLA: 2333 School of Public Affairs Bldg. Sat 10am-5pm, Mar 12, 1 mtg

41 Enroll at uclaextension.edu or call (800) Business, Management & Legal Programs 59 Online Courses For technical requirements see page 4. EEReal Estate Principles m X Management 5 units Enrollment limited. For more information see page 56. & Reg# CA Through Dec 4: $635 / After: $695 Jan 4-Mar 21 Bonnie H. Burke, BA, Broker/Owner, Heritage Realty EEReal Estate Practice m X Management 5 units 45 hours of MCLE credit available, including 3 hours of Legal Ethics. Prerequisite: X Real Estate Principles or consent of instructor. Applies toward the mandatory educational requirements for obtaining the California State Real Estate Broker License. Enrollment limited. For more information see page 57. & Reg# CA Through Dec 4: $635 / After: $695 Jan 4-Mar 21 Tom Morehouse, CRB, e-pro, MBA Broker/Co-Owner, Berkshire Hathaway HomeServices California Properties. EEReal Estate Finance m X 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 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# CA Through Dec 4: $635 / After: $695 Jan 4-Mar 21 Gjenaii Z. Enciso Givhan, MBA, Real Estate/Mortgage Broker/Professor, Keller Williams Realty. EEReal Estate Appraisal (Hybrid) X 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. For technical requirements see page 4. Prerequisite: X Real Estate Principles or consent of instructor. Applies toward the mandatory educational requirements for obtaining the California State Real Estate Broker License. Enrollment limited. Visitors not permitted. Internet access required to retrieve course materials. & kkk Reg# CA Through Dec 6: $635 / After: $695 Westwood: 114A Extension Gayley Center, Wed 6-10pm, Jan 6 & 20; Feb 3 & 24; Mar 16 & 23 Online sessions: Wed Jan 13 & 27; Feb 10 & 17; Mar 2 & 9 No refund after Jan 20. Robert S. Abelson, PhD, real estate consultant, AQB-Certified USPAP Instructor, California Certified General Appraiser. EEProperty Management m X Management 4 units This course provides an overview of property management fundamentals for the real estate professional, individual owner, or real estate student. Property types covered include office, retail, industrial, condominium, and apartment buildings. Responsibilities of the property manager/owner will be studied including: tenant relations; landlord/tenant law; leasing/renting; human resources; office administration; insurance; financial statements/budgets; building maintenance; vendor services; and property management as a career. Instruction includes weekly open discussions on current industry events and issues. Enrollment limited to 30 students. & Reg# CA Through Dec 4: $595 / After: $650 Jan 4-Mar 21 Tom Morehouse, CRB, e-pro, MBA Broker/Co-Owner, Berkshire Hathaway HomeServices California Properties. EELegal Aspects of Real Estate m X 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 issues, 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 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# CA Through Dec 4: $595 / After: $650 Jan 4-Mar 21 Edward J. Wankovsky, Edward J. Wankovsky, JD, Broker/Manager/Co-Owner, Berkshire Hathaway Home- Services California Properties. EEReal Estate Market Analysis m X 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 Real Estate Principles or consent of instructor. Enrollment limited. & Reg# CA Through Dec 4: $595 / After: $650 Jan 4-Mar 21 Tracy Green, Consultant specializing in distressed properties, loss mitigation, and sustainable development. 20th Anniversary! 20th Annual Restaurant Industry Conference April 26 Learn the latest trends in the business from industry leaders and decision makers. Our 20th Anniversary will include our annual innovation award presentation. This year s recipient is the President of the University of California, Janet Napolitano. Janet Napolitano was named the 20th president of the University of California in She leads a university system with 10 campuses, five medical centers, three affiliated national laboratories, and a statewide agriculture and natural resources program. Soon after, Ms. Napolitano launched The University of California Global Food Initiative which addresses one of the critical issues of our time: how to sustainably and nutritiously feed a world population (310) uclaextension.edu/restaurant EEReal Estate Development m X Management 4 units Designed to provide you with a comprehensive understanding of the multidisciplinary field of real estate development, this course begins with an introduction to the roles and responsibilities of the real estate developer, then explores various issues specific to the development process. Topics include market and site analysis; community planning; entitlements; social, political, and environmental implications; architecture and design; budgeting and financial analysis; construction; sales and marketing; and property and asset management. Various product types are studied, including residential, retail, office, hospitality, industrial, and mixed-use. Coursework includes case studies. For technical requirements see page 4. Prerequisite: X Real Estate Principles or previous experience and consent of instructor. Enrollment limited. & Reg# CA Through Dec 4: $595 / After: $650 Jan 4-Mar 21 Brien C. Walton, JD, LLM, Senior Vice President, Executive Coaching Systems, Inc. EEReal Estate Investment Analysis m X 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. Prerequisite: X Real Estate Principles or previous experience and consent of instructor. Enrollment limited. For more information see page 57. & Reg# CA Through Dec 4: $595 / After: $650 Jan 4-Mar 21 Peter Dorsa, MBA, Broker, Orange Coast Investments. expected to reach eight billion by The initiative aligns the university s research, outreach, and operations in a sustained effort to develop, demonstrate and export solutions throughout California, the United States, and the world for food security, health, and sustainability. Mark your calendar and plan to join leaders from national and regional restaurant organizations, marketing and social media pro - fessionals, and food product and service providers, who share their best practices and emerging food-industry trends. Restaurant Management For more information call (310) or [email protected]. Starting Your Own Restaurant 819 Management 1.2 CEU Learn what it takes to start a successful restaurant in this two-day seminar. A restaurant expert shares their 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# CA Through Feb 5: $335 / After: $365 Westwood: G33W UCLA Extension Bldg. Sat 9am-4pm, Mar 5 & 12, 2 mtgs Janet Lowder, President, Restaurant Management Services. c UC credit m Online course e Not available passed/not passed & Text required M Course held during daytime hours

42 60 Business, Management & Legal Programs Enroll at uclaextension.edu or call (800) The Art of Pairing Wine With Food This course goes beyond classic pairings, and examines ingredients that help connect wine and food through their interaction in texture, flavor, intensity, and taste. Topics include the function of base ingredients and bridge ingredients in food, along with the flavors and aromas of wine. Instruction provides an interactive discussion and hands-on experience that reveals the full spectrum of wine and food through pairing. Whether preparing a meal at home or ordering in a restaurant, participants leave with an enhanced knowledge of pairing that can create harmony and synergy between wine and food, providing a sublime connection of the mind, the mouth, and the memories. The course fee includes wine and food at each class meeting. (310) Wine Education & 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 courses except The Business of Wine Management. (310) uclaextension.edu/hospitality Instructor: Giammario Villa, Certified Sommelier Page 52. 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 Business Ethics Classes Begin All the Time Late-Fall Courses Enroll Now! At Extension, you can find courses starting every month. Here are just a few scheduled to fit into your busy schedule. Global Marketing & Strategy Nov 3 Dec 10 Creating a New Business Nov 3 Dec 10 Ethics in Marketing and Advertising Nov 4 Dec 9 Wines of Sangiovese: Tuscan Traditions Nov 5 Dec 3 Creating Quality Leadership Nov 6 Crisis Management and Communications: Safeguarding Image & Viability Nov 7 Nov 21 Starting Your Own Restaurant Nov 7 14 Visit uclaextension.edu for a complete schedule. Sharpen Your Restaurant Business Skills From learning what it takes to start a successful restaurant, to turning an idea for a new food or beverage into a marketable product, we have the right course for you. Starting Your Own Restaurant Page 59. The Restaurant Industry: Survey of Operations and Management Page 61. (310) Course Icons Provide Information At-a-Glance Wine Tasting Technique Nov 9 Nov 30 Delivering Effective Presentations Nov Business Ethics m Nov Business Ethics Dec 5 Also of Interest Wine Education and Management Program Page th Annual Restaurant Industry Conference Page 59. m Online course & Textbook required M Meets during daytime hours e Credit course may not be taken passed/not passed

43 Enroll at uclaextension.edu or call (800) Business, Management & Legal Programs 61 The Restaurant Industry: Survey of Operations and Management X 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# CA Through Dec 6: $579 / After: $635 UCLA: 3116 Rolfe Hall Wed 7-10pm,, 12 mtgs Janet Lowder, President, Restaurant Management Services. Wine Education & Management For more information call (310) or [email protected]. Wine Education & Management Certificate For more information about certificates call (310) or or visit uclaextension.edu/bmlp. Refund Policy for Wine Education and Management Courses: Refund requests made less than four business days prior to first class will have an additional nonrefundable amount withheld. See individual course description for nonrefundable amount. A full refund is given if the course is canceled, discontinued, or rescheduled, but not in the case of instructor substitution. The Art of Pairing Wine with Food 865 Viticulture & Enology 1.7 CEU This course goes beyond classic pairings, and examines ingredients that help connect wine and food through their interaction in texture, flavor, intensity, and taste. Topics include the function of base ingredients and bridge ingredients in food, along with the flavors and aromas of wine. Instruction provides an interactive discussion and hands-on experience that reveals the full spectrum of wine and food through pairing. Whether preparing a meal at home or ordering in a restaurant, participants leave with an enhanced knowledge of pairing that can create harmony and synergy between wine and food, providing a sublime connection of the mind, the mouth, and the memories. The course fee includes wine and food at each class meeting. Enrollment limited and restricted to persons 21 years of age or older. See special refund and enrollment policies at the beginning of this section. Students are not allowed to bring food to class. Course materials are available both in class and via Internet. Visitors not permitted. Reg# CA Through Jan 16: $545 / After: $595 Westwood: G33W UCLA Extension Bldg. Tue 6:30-9:30pm, Feb 16-Mar 22, 6 mtgs Giammario Villa, Certified Sommelier. Wines of Piemonte 888 Viticulture & Enology 1.2 CEU This is an in-depth course on the Italian enological jewel of Piemonte, one of the most important and famous wine regions in the world. This intermediate course explores the highly complex universe shaped by the Nebbiolo grape s stubborn personality; a long-aging, wine-making tradition and history; a marvelous and unique terroir; a clash of local techniques; and the famous region s esoteric wine districts. This course also take a detailed look at the most relevant native grape varietals, such as Barbera, Dolcetto, Pelaverga, Arneis, Cortese, and Erbaluce, as well as covers the history, the regulations, the terms, the terroirs, the villages, and the geological factors behind Piemonte. 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. Reg# CA Through Jan 29: $395 / After: $435 Westwood: G33W UCLA Extension Bldg. Mon 6:30-9:30pm, Feb 29-Mar 21, 4 mtgs Giammario Villa, Certified Sommelier. 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. & Reg# CA Through Dec 4: $525 / After: $575 Westwood: G33W UCLA Extension Bldg. Mon 6:30-9:30pm, Jan 4-Feb 22, 6 mtgs (no mtg 1/18 & 2/15) Paul Sherman, Advanced Sommelier, International Court of Master Sommeliers. The Business of Wine Management 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 and/or on enrollment receipt. Students are not allowed to bring food to class. Reg# CA Through Feb 3: $335 / After: $365 Westwood: G33W UCLA Extension Bldg. Thu 6:30-9:30pm, Mar 3-24, 4 mtgs Patrick J. Comiskey, Editor/Tasting Coordinator, Wine & Spirits Magazine The Wines of Bordeaux 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 Certificate. Enrollment limited. 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. Internet access required to retrieve course materials. Reg# CA Through Dec 21: $395 / After: $435 Westwood: G33W UCLA Extension Bldg. Thu 6:30-9:30pm, Jan 21-Feb 18 Are You Completing Your Certificate? To take part in Extension s 2016 Graduation Ceremony in June, you must be officially enrolled in your desired certificate by February 13, 2016 and have completed your program between Fall 2015 and Summer If you meet the above criteria, log in to My Extension and click on Certificate Completion/ Graduation to declare your completion and save your spot for graduation. Vintage II 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 and/or on enrollment receipt. Visitors not permitted. Reg# CA Through Dec 6: $755 / After: $825 Westwood: G33W UCLA Extension Bldg. Wed 6:30-9:30pm,, 11 mtgs Paul Sherman, Advanced Sommelier, International Court of Master Sommeliers. Taxation For more information call (310) or [email protected]. Students who plan to become tax professionals in industry, or professional tax preparers, are advised to enroll in the Taxation Certificate. Students are advised to complete X 1A and X 1B Principles of Accounting (or equivalent courses) before enrolling in the certificate, since these are prerequisites for many courses in the curriculum. EEFederal Income Taxation X 127 Management 4 units c 39.5 hours of MCLE credit available. 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# CA Through Dec 6: $635 / After: $695 UCLA: 175 Dodd Hall Wed 6:30-9:30pm,, 14 mtgs (2 mtgs to be arranged) Morton D. Rosenthal, JD, attorney. EETaxation of Property Transactions X Management 4 units 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. Prerequisite: X 127 Federal Income Taxation, equivalent experience, or consent of instructor. & Reg# CA Through Dec 5: $559 / After: $615 UCLA: 1234 School of Public Affairs Bldg. David S. Krantz, JD, Attorney at Law. EETaxation of Corporations and Shareholders X Management 4 units 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# CA Through Dec 7: $559 / After: $615 UCLA: 2284 School of Public Affairs Bldg. Thu 6:30-9:30pm, Jan 7-Mar 24, 12 mtgs Nidal B. Ramadan, CPA, MBA, Internal Revenue Agent.

44 62 Business, Management & Legal Programs Enroll at uclaextension.edu or call (800) Taxation Certificate This nine-course certificate is intended for those tax professionals who want to expand their careers, career changers, and financial advisors who want to provide tax services. Also relevant for those preparing for the EA exam. In addition, you must also complete the Business Ethics requirement. Students are advised to complete X 1A and X 1B Principles of Accounting (or equivalent courses) prior to enrolling in the certificate. Recommended Core Courses (4 courses) X 127 Federal Income Taxation X Taxation of Corporations and Shareholders X Partnership Taxation X Federal Tax Practice and Procedures Ethics Requirement (1 course) X Ethics in Accounting (310) uclaextension.edu/taxation EEInternship in Taxation X Management 4 units The internship provides practical experience in a variety of taxation job functions within the accounting or tax services sectors, private industry, or nonprofits, and is an opportunity to apply the material previously studied in your taxation courses. Students intern with sponsoring companies for a minimum of 120 hours and must secure their internship assignment before enrolling. The internship is restricted to UCLA Extension students who are enrolled in the Taxation Certficate and who have completed a minimum of five courses in their program. Elective in the Taxation Certificate. International students must contact the International Student Office at (310) to confirm eligibility. Restricted course; Web enrollments automatically generate a Permission to Enroll request, after which our advisor will contact you to review enrollment process. Restricted to students enrolled in the Taxation Certificate who have completed a minimum of five courses in their program. Visitors not permitted. Reg# CA Fee: $615 Philippe Masbanji, BS, CPA Elective Courses (Select 4 courses) X Estate and Gift Taxation X International Taxation X Taxation of Property Transactions X Taxation of Nonprofit Organizations: Reporting and Governance X Payroll Tax and Accounting X Retirement Plans and Other Employee Benefits X Fundamentals of Tax Advocacy X Income Taxation in Personal Financial Planning X Estate Planning X Advanced Estate Planning X Internship in Taxation Candidacy Fee An application for candidacy and a nonrefundable fee of $175 must be submitted by the completion of the second course to officially enroll in this program under its current curriculum. EEIncome Taxation in Personal Financial Planning X Management 4 units Prerequisite: X Survey of Personal Financial Planning and X Financial Analysis in Personal Financial Planning. An introductory federal income taxation course also is recommended or consent of instructor. Required course in the Personal Financial Planning Certificate. Core course in the Taxation Certificate. Internet access required to retrieve course materials. For more information see page 52. & Reg# CA Through Dec 4: $559 / After: $615 UCLA: 170 Dodd Hall Mon 6:30-9:30pm, Jan 4-Mar 21, 12 mtgs (no mtg 1/18 & 2/15; 2 mtgs to be arranged) David R. Bergmann, BS, CFP, EA, CLU, ChFC, Managing Principal, The David R. Bergmann Group; UCLA Extension Distinguished Instructor Award EEEstate Planning X Management 4 units 34 hours of MCLE credit available, including one hour of Legal Ethics and one-half 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 52. & Reg# CA Through Dec 5: $559 / After: $615 Westwood: 114A Extension Gayley Center, Jonathan S. Forster, BA, JD, Partner, Weinstock Manion, a Law Corporation. Online Courses For technical requirements see page 4. EEFederal Income Taxation m X 127 Management 4 units c 39.5 hours of MCLE credit available. 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. Midterm and final exams are proctored online; additional requirements include microphone, headphones/speakers, and webcam. For more information see page 61. & Reg# CA Wendy Walston Achilles, PhD, CPA Reg# CA Dana N. Leland, PhD EEFederal Tax Practice and Procedures m X Management 4 units This course provides practical knowledge of the day-today practices and procedures of the Internal Revenue Service from rulings, collections, and criminal enforcement with specific references to statutes and regulations. Students are introduced to the civil component of a tax practice with an emphasis on changes mandated by the IRS Restructuring and Reform Act of The course enables taxpayers and practitioners to deal effectively with the IRS in representing themselves or a client and ensure that Service personnel do not overstep the bounds of their authority or fail to act in accordance with Service procedures in dealing with taxpayers. Topics include administrative structure of the IRS; ethical duties of taxpayers and practitioners; preparer penalties and the statute of limitations; IRS authority to obtain records from taxpayers, tax clients, and third parties; consequences of noncompliance; IRS procedures in determining, reviewing, litigating, and collecting tax deficiencies; and the roles of the Examination Division, Appeals Division, Collection Division, and Criminal Enforcement Division. Enrollment limited. & Reg# CA Through Dec 13: $625 / After: $685 Steve Rubens, JD, MBA EETaxation of Corporations and Shareholders m X Management 4 units Prerequisite: X 127 Federal Income Taxation, equivalent experience, or consent of instructor. Required course in the Taxation Certificate Business-Related Elective in the Accounting Certificate Enrollment limited. For more information see page 61. & Reg# CA Mark S. Hoose, Esq., Attorney at Law. EEInternational Taxation m X 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# CA Through Dec 13: $625 / After: $685 Steve Rubens, JD, MBA EEPartnership Taxation m X Management 4 units 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. For technical requirements see page 4. Prerequisite: X 127 Federal Income Taxation or equivalent experience and consent of instructor. Core course in the Taxation Certificate. Enrollment limited. & Reg# CA EEEstate Planning m X Management 4 units 34 hours of MCLE credit available, including one hour of Legal Ethics and one half-hour of Elimination of Bias. 36 hours of California Department of Insurance continuing education credit available. Required course in the Certificate in Personal Financial Planning. Core course in the Certificate in Taxation. Enrollment limited. For more information see page 52. & Reg# CA Walter C. Whitaker, JD, MBA, LA Elder Law.