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 29 Business Sustainability 29 Communication Skills 30 Credit Analysis & Management 31 Entrepreneurship 33 Small Business Management & Technology 34 Finance & Investments 38 Financial Literacy 39 Fundraising & Nonprofit Management 41 Emergency Management & Homeland Security 43 Enterprise Risk Management 43 Human Resources Management & Organizational Development 47 International Trade & Commerce 49 Leadership & Management 49 Legal Programs 51 Marketing & Advertising 54 Personal Financial Planning 57 Public Relations 60 Real Estate 62 Restaurant Management 62 Wine Education & Management 63 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 are 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 28. 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 (For the Fall and Winter Programs) Saturday, Aug 22, 10am-12pm UCLA Extension DTLA Enroll by using Reg# CA For more information, call (310) or Credit Analysis and Management Information Session Sat, Aug 22, 10am-12pm Westwood: Extension Gayley Center Enroll by using Reg# CA For more information call (310) or Emergency Management and Homeland Security Information Session Sat, Aug 29, 10am-12pm Westwood: Extension Gayley Center Enroll by using Reg# CA For more information call (310) or 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. uclaextension.edu/generalbusiness Preparing for an L.A.-Area Real Estate Career Sat, Sep 12, 10am-12:30pm Westwood: Extension Gayley Center Enroll by using Reg# CA For more information call (310) or [email protected]. Accounting and Finance Information Session Wed, Sep 16, 6:30-8:30pm Westwood: Extension Lindbrook Center Enroll by using Reg# CA For more information call (310) or [email protected]. Courses offered in this format: Leadership Communication Strategies Page 49. Creating a New Business Page 32. Global Marketing and Strategy Page 52. Brand Management Page 54. 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 two-course Principles of Accounting sequence and provides an introduction to accounting theory, principles, and practice. Instruction covers the uses, communication, and processing of accounting information, as well as the recording, analyzing, and summarizing of 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 Aug 21: $559 / After: $615 UCLA: 2250 School of Public Affairs Bldg. Mon 6:30-9:30pm, Sep 21-Dec 7, 12 mtgs Leon Garman, MS, recipient, UCLA Extension Distinguished Instructor Award, Reg# CA Through Aug 29: $559 / After: $ B UCLA Extension DTLA, 261 S. Figueroa St. Tue 6:30-9:30pm, Sep 29-Dec 8, 12 mtgs (1 mtg to be arranged) Leon Garman, MS, recipient, UCLA Extension Distinguished Instructor Award, Reg# CA Through Aug 26: $559 / After: $615 Westwood: 131 Extension Gayley Center, Sat 8:30am-4:30pm, Sep 26-Oct 24, 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 (11th edition) by Weygandt, Kieso, and Kimmel (John Wiley & Sons, Inc.). Internet access required to retrieve course materials. & Reg# CA Through Aug 29: $559 / After: $615 UCLA: 1246 School of Public Affairs Bldg. Tue 6:30-9:30pm, Sep 29-Dec 8, 12 mtgs (1 mtg to be arranged) Philippe Masbanji, BS, CPA Reg# CA Through Aug 30: $559 / After: $ B UCLA Extension DTLA, 261 S. Figueroa St. Wed 6:30-9:30pm, Sep 30-Dec 9, 12 mtgs (no mtg 11/11; 2 mtgs to be arranged) Paul V. Anderson, MBA, Associate Professor, Azusa Pacific University Reg# CA Through Oct 7: $559 / After: $615 Westwood: 131 Extension Gayley Center, Sat 8:30am-4:30pm, Nov 7-Dec 12, 5 mtgs (no mtg 11/28) 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. & Reg# CA Through Aug 29: $559 / After: $ B UCLA Extension DTLA, 261 S. Figueroa St. Tue 6:30-9:30pm, Sep 29-Dec 8, 12 mtgs (1 mtg to be arranged) Kendall L. Simmonds, MBA Reg# CA Through Aug 30: $559 / After: $615 UCLA: 1425 Physics & Astronomy Bldg. Wed 6:30-9:30pm, Sep 30-Dec 9, 12 mtgs (no mtg 11/11; 2 mtgs to be arranged) 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

3 Enroll at uclaextension.edu or call (800) Business, Management & Legal Programs 21 Practice or consent of instructor. Required course in the Accounting Certificate. & Reg# CA Through Aug 21: $559 / After: $615 UCLA: 2317 School of Public Affairs Bldg. Mon 6:30-9:30pm, Sep 21-Dec 7, 12 mtgs Gary L. Krausz, MAcc, CPA, Accounting Manager, Gursey, Schneider & Co. LLP. Reg# CA Through Aug 29: $559 / After: $ UCLA Extension DTLA, 261 S. Figueroa St. Tue 6:30-9:30pm, Sep 29-Dec 8, 12 mtgs (1 mtg to be arranged) Chee-Sum Tan, MBA, FCCA, CPA, CFA, ABV, Controller/ Accounting Manager, Union Bank of California. 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 Aug 24: $559 / After: $ B UCLA Extension DTLA, 261 S. Figueroa St. Thu 6:30-9:30pm, Sep 24-Dec 10, 12 mtgs (no mtg 11/26; 1 mtg to be arranged) Kendall L. Simmonds, MBA Reg# CA Through Aug 21: $559 / After: $615 UCLA: 1434A Physics & Astronomy Bldg. Mon 6:30-9:30pm, Sep 21-Dec 7, 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 Aug 30: $559 / After: $615 UCLA: 2434 Physics & Astronomy Bldg. Wed 6:30-9:30pm, Sep 30-Dec 9, 12 mtgs (no mtg 11/11; 2 mtgs to be arranged) 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 Aug 21: $559 / After: $615 UCLA: 2434 Physics & Astronomy Bldg. Mon 6:30-9:30pm, Sep 21-Dec 7, 12 mtgs 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. Internet access required to retrieve course materials. For more information see page 64. & Reg# CA Through Aug 21: $635 / After: $ B UCLA Extension DTLA, 261 S. Figueroa St. Mon 6:30-9:30pm, Sep 21-Dec 7, 14 mtgs (2 mtgs to be arranged) Nidal B. Ramadan, CPA, MBA, Internal Revenue Agent. Reg# CA Through Aug 30: $635 / After: $695 UCLA: 175 Dodd Hall Wed 6:30-9:30pm, Sep 30-Dec 16, 14 mtgs (no mtg 11/11; 3 mtgs to be arranged) Morton D. Rosenthal, JD, attorney. EEAccounting and Enterprise Business Systems X Management 4 units This course, which takes place in a computer lab, 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, and are provided hands-on computer experience with various high-end accounting packages. Prerequisite: X 1A and X 1B Principles of Accounting, or consent of instructor. Enrollment limited to 27 students. Internet access required to retrieve course materials. Reg# CA Through Aug 30: $615 / After: $675 Westwood: 219 UCLA Extension Bldg. Wed 6:30-9:30pm, Sep 30-Dec 9, 12 mtgs (no mtg 11/11; 2 mtgs to be arranged) Jerald M. Savin, BA, CPA, CEO, Cambridge Technology Consulting Group. 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 Aug 29: $559 / After: $615 UCLA: 2434 Physics & Astronomy Bldg. Tue 6:30-9:30pm, Sep 29-Dec 8, 12 mtgs (1 mtg to be arranged) 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 Auditing: Financial 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. Attend the Accounting & Finance FREE Information Session on Sep 16! Page 20.

4 22 Business, Management & Legal Programs Enroll at uclaextension.edu or call (800) 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 Auditing: Financial X Ethics in Accounting X Forensic Accounting X Information Technology (IT) Auditing X Internal Auditing Capstone Elective Courses: (Any 4 from the following) X Governmental Auditing and Performance Measurement X Contemporary Governance Issues and Resources 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 CIA Exam Review (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 Accounting & Finance FREE Information Session on Sep 16! Page 20. EEAuditing: Financial 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 Aug 21: $599 / After: $659 El Camino College: Location to be announced Mon 6:30-9:45pm, Sep 21-Dec 7, 12 mtgs Reg# CA Through Aug 24: $599 / After: $659 UCLA: 2284 School of Public Affairs Bldg. Thu 6:30-9:45pm, Sep 24-Dec 10, 12 mtgs (no mtg 11/26; 1 mtg to be arranged) Ross K. Reghabi, PhD, MBA, JD, Attorney, Law Offices of Samuel, Shafie & Samuel. EENonprofit Accounting 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. Prerequisite: X 1A and X 1B Principles of Accounting or relevant experience in the nonprofit sector or consent of instructor. Businessrelated elective in the Accounting Certificate. & Reg# CA Through Aug 21: $559 / After: $ UCLA Extension DTLA, 261 S. Figueroa St. Mon 6:30-9:30pm, Sep 21-Dec 7, 12 mtgs Trevor Smith, BA, MBA, Vice President of Finance, Center for Autism and Related Disorders. 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 Aug 24: $559 / After: $ UCLA Extension DTLA, 261 S. Figueroa St. Thu 6:30-9:30pm, Sep 24-Dec 10, 12 mtgs (no mtg 11/26; 1 mtg to be arranged) Sam E. Boutari, MSc, PhD, Consultant, UCLA Extension Distinguished Instructor Award. EEInternational Accounting 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. Prerequisite: X 1A and X 1B Principles of Accounting, or consent of instructor. Business-related elective in the Accounting Certificate. & Reg# CA Through Aug 29: $559 / After: $615 UCLA: 1264 School of Public Affairs Bldg. Tue 6:30-9:30pm, Sep 29-Dec 8, 12 mtgs (1 mtg to be arranged) Dewey Norton, MA, CMA, MBA 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 EEForensic Accounting 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 realworld cases and investigations. Prerequisite: X 423 Auditing: Financial and X Internal Auditing or consent of instructor. Business-related elective in the Accounting Certificate. & Reg# CA Through Aug 30: $559 / After: $615 UCLA: 1337 School of Public Affairs Bldg. Wed 6:30-9:30pm, Sep 30-Dec 9, 12 mtgs (no mtg 11/11; 2 mtgs to be arranged) Daniel Ryan, MSA, BSBA, District Director, U.S. Dept. of Treasury, Alcohol and Tobacco Tax and Trade Bureau.

5 Enroll at uclaextension.edu or call (800) Business, Management & Legal Programs 23 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. 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 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. & Reg# CA Through Aug 30: $559 / After: $615 UCLA: A26 Humanities Bldg. Wed 6:30-9:30pm, Sep 30-Dec 9, 12 mtgs (no mtg 11/11; 2 mtgs to be arranged) Deborah C. Watson, BA, CPA Reg# CA Through Aug 29: $559 / After: $ B UCLA Extension DTLA, 261 S. Figueroa St. Tue 6:30-9:30pm, Sep 29-Dec 8, 12 mtgs (1 mtg to be arranged) Kip Dellinger, BBA, CPA NEW COURSE EEAccounting Using QuickBooks X Management 4 units This in-lab 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 Quick- Books 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. Reg# CA Through Aug 26: $615 / After: $675 Westwood: 215 UCLA Extension Bldg. Sat 8:30am-4:30pm, Sep 26-Oct 24, 5 mtgs Crystalynn Shelton, BA, CPA, President, Savvy Software; Certified QuickBooks Pro advisor. NEW COURSE EEInternal Auditing Capstone X Management 4 units This course provides the practical, real life aspects that can be applied to the core subject areas that students have been learning in their previous internal audit courses. The capstone course also acquaints students with important business communication elements that an internal auditor must be familiar with in the business environment, including both verbal and written communication skills. Incorporating case studies and projects, students conduct mock audits using a teamwork setting. Key learning objectives include: understanding the process of effective communication within the business environment, learning key elements for internal audit report writing and presentations, understanding the entire internal audit process, and how to conduct an internal audit with limited supervision. Prerequisite: Completion of all core courses in the Internal Audit Certificate. Prerequisite: Completion of all core courses in the Internal Audit Certificate. Reg# CA Through Aug 24: $559 / After: $615 UCLA: 1284 School of Public Affairs Bldg. Thu 6:30-9:30pm, Sep 24-Dec 10, 12 mtgs (no mtg 11/26; 1 mtg to be arranged) Seminars 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 36. Reg# CA Through Sep 17: $159 / After: $175 Westwood: 209 Extension Lindbrook Center Sat 8:30am-4:30pm, Oct 17, 1 mtg Eric W. Augusta, MBA, Senior Financial Executive, Vice President, Financial Planning and Analysis, E. W. Augusta & Associates. Excel Modeling Tips and Techniques for Improved Productivity: Advanced Management 0.8 CEU Includes course materials. Prerequisite: Excel Modeling Tips and Techniques for Improved Productivity: Intermediate. Enrollment limited. Advance enrollment is highly recommended. Single admission at the door, space permitting; payment by credit card only. For more information see page 36. Reg# CA Through Oct 7: $179 / After: $195 Westwood: B Westwood Center Sat 8:30am-4:30pm, Nov 7, 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 Vishal Munsif, PhD Reg# CA Sep 23-Oct 28 Accelerated section. Paul J. Prinster, BA, MBA, DBA, CFO, AST, Inc. Reg# CA Kurt M. Hull, MBA, CPA, consultant. 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. Mid-term and final exams are proctored online; additional requirements include microphone, headphones/speakers, and webcam. For more information see page 20. & Reg# CA David B. Harmon, MBA, CPA, CIA, CFE, CCSA Reg# CA Anne Rich, PhD, MBA, BB, CPA, CMA Reg# CA Through Oct 4: $625 / After: $685 Nov 4-Dec 9 Accelerated section. 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. Reg# CA Lee P. Krueger, MBA, Senior Finance Manager, Walt Disney World Co. Reg# CA Through Aug 30: $625 / After: $685 Sep 30-Dec 9 Kevin J. McFarlane, DBA, MBA, CFO, Academic Achievement Group LLC/Broomfield Education Group LLC.

6 24 Business, Management & Legal Programs Enroll at uclaextension.edu or call (800) New Course Internal Auditing Capstone This course covers practical, real life aspects that can be applied to the core subject areas that students have been learning in their previous internal audit courses. The capstone course also acquaints students with important business communication elements that an internal auditor must be familiar with in a business environment. Incorporating case studies and projects, students conduct mock audits using a teamwork setting. Page 23. New Course Accounting Using QuickBooks This in-lab 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) [email protected] (310) 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 Ming-Chun Lu, MBT, CPA, Senior Accountant, Northrop Grumman. Reg# CA Through Aug 30: $625 / After: $685 Sep 30-Dec 9 Shad Luedke, CPA, CMA, Manager, Financial Reporting, Standard Insurance Company. 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. Mid-term and final exams are proctored online; additional requirements include microphone, headphones/ speakers, and webcam. For more information see page 21. & Reg# CA Brenda Forde, MBA, CPA Reg# CA Through Aug 30: $625 / After: $685 Sep 30-Dec 9 Deidra Renee Duncan, 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 Wendy Walston Achilles, PhD, CPA 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 Aug 30: $625 / After: $685 Sep 30-Dec 9 Kevin J. McFarlane, DBA, MBA, CFO, Academic Achievement Group LLC/Broomfield Education Group LLC. 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 64. & Reg# CA Dana N. Leland, PhD Reg# CA Wendy Walston Achilles, PhD, CPA 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. EEAuditing: Financial 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 22. & 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 22. & Reg# CA Ahmed Abo-Hebeish, MBA, CPA, Consultant, Hebeish Management Services. Reg# CA Through Aug 30: $625 / After: $685 Sep 30-Dec 9 Jim Tiao, BA, MBA, CIA, CISA 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 22. & Reg# CA Lee P. Krueger, MBA, Senior Finance Manager, Walt Disney World Co. 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 23. & Reg# CA David Reinus, MBA, CPA, owner, David Reinus, CPA. Reg# CA Dale E. Wallis, MS Reg# CA Through Aug 30: $625 / After: $685 Sep 30-Dec 9 Dale E. Wallis, MS c UC credit m Online course e Not available passed/not passed & Text required M Course held during daytime hours

7 Enroll at uclaextension.edu or call (800) Business, Management & Legal Programs 25 EEInformation Technology (IT) Auditing m 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 Aug 30: $625 / After: $685 Sep 30-Dec 9 Enrollment deadline: Oct 4 EEAccounting for Non-Accountants m 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/financial data without overemphasizing the detailed mechanics and technical language of accounting. It is also appropriate for entrepreneurs and business owners who desire a greater understanding of what accounting and financial information systems can and should be supplying to 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. For technical requirements see page 4. Enrollment limited. & Reg# CA Through Aug 30: $625 / After: $685 Sep 30-Dec 9 Rebecca M. Evans, MSBE, BS EEFinancial Control of Operations m X Management 4 units This course examines the techniques of interpreting and analyzing financial and accounting data for management control. Instruction covers topics such as financial information, cash flow statements, financial statement analysis, growth rate analysis, revenue recognition, earnings per share, fixed assets, inventory, financial instruments, and leases. Students develop an understanding of the financial and accounting information that is needed by management to assist in the control of operations. For technical requirements see page 4. Prerequisite: X 120A, B, and C Intermediate Accounting Theory and Practice and X 422 Management Accounting, or equivalent experience and consent of instructor. Enrollment limited. & Reg# CA Vishal Munsif, PhD 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 beckerreview.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 beckerreview. com for complete course schedules. Students choosing to go outside of this pattern, or who wish to attend other Becker locations, will be charged an additional fee of $195. 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. Visitors not permitted. Restricted course; call (310) for permission to enroll. Web enrollments automatically generate a Permission to Enroll request. & Reg# CA Fee: $2, UCLA Extension DTLA, 261 S. Figueroa St. Mon & Wed 6-10pm, Oct 7-Nov 4, 9 mtgs Reg# CA Fee: $2,793 UCLA: 167 Dodd Hall Mon & Wed 6-10pm, Oct 7-Nov 4, 9 mtgs Attend a Free Information Session! Accounting & Finance Programs Wed, Sep 16, 6:30-8:30pm Westwood: 204ABC Extension Lindbrook Center, Lindbrook Ave. Event starts promptly at 6:30pm. Join us at this free event to learn more about the multitude of career paths within the financial industry and how UCLA Extension s accounting and finance programs can assist you in reaching your professional goals. This event is geared for financial professionals currently in the field as well as for career changers. Hear from industry professionals, instructors, and staff regarding the following: Career Paths & Opportunities Accounting & Finance Certificates Roadmap to Industry Licensing (CPA, CIA, CMA, CFA) Also, enter a drawing to win course discounts. Enroll using Reg# CA. [email protected] (310) st Annual Tax Controversy Institute Tue, Oct 27, The Beverly Hills Hotel Join us for one of the preeminent conferences in the United States exclusively dedicated to tax controversy and tax litigation. Learn the latest trends on tax controversy issues. Network with leading tax professionals and IRS representatives. Includes continental breakfast, awards luncheon, and postconference reception. (310) uclaextension.edu/taxcon The Institute s continued success is structured around our mission to provide an open forum for distinguished presenters and panelists to discuss and debate sometimes sensitive tax practice issues with an engaged audience. Page 65.

8 26 Business, Management & Legal Programs Enroll at uclaextension.edu or call (800) Also of Interest Enhance Your Financial Literacy Want to learn how to effectively manage your own finances? Attend one of these courses: Fundamentals of Personal Finance Page 38. Personal Finance Series Page 39. (310) uclaextension.edu/financial-lit 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, UCLA Extension DTLA, 261 S. Figueroa St. Mon & Wed 6-10pm, Dec 2-16, 5 mtgs Reg# CA Fee: $2,793 UCLA: 167 Dodd Hall Mon & Wed 6-10pm, Dec 2-16, 5 mtgs 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 UCLA: 167 Dodd Hall Sat 8am-5pm, Dec 5 & 12 Sat 8am-12pm, Dec 19, 3 mtgs 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. Restricted course; call (310) for permission to enroll. Web enrollments automatically generate a Permission to Enroll request. & Reg# CA Fee: $2,793 UCLA: 167 Dodd Hall Sat 8am-5pm, Oct Sat 8am-12pm, Oct 31, 4 mtgs 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 3: Internal Audit Knowledge Elements m C Management 4 CEU This 10-week online review session covers the new CIA exam Part III topics, including governance and business ethics; risk management; organizational structure, including business processes and risks; communication; management and leadership principles; information technology and business continuity; financial management; and the global business environment. 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 in the course fee. & Reg# CA Through Sep 5: $745 / After: $815 Oct 5-Dec 14 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. Internet access required to retrieve course materials. & Reg# CA Through Aug 21: $795 / After: $875 UCLA: 2232 School of Public Affairs Bldg. Mon 6:30-9:30pm, Sep 21-Dec 7, 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. Internet access required to retrieve course materials. Reg# CA Through Aug 24: $795 / After: $875 UCLA: 146 Dodd Hall Thu 6:30-9:30pm, Sep 24-Dec 17, 12 mtgs Chee-Sum Tan, MBA, FCCA, CPA, CFA, ABV, Controller/ Accounting Manager, Union Bank of California. Business Economics Math & Statistics For more information call (310) or [email protected]. All X and X 400-level four-unit courses 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. Internet access required to retrieve course materials. & Reg# CA Through Aug 24: $559 / After: $615 UCLA: 2232 School of Public Affairs Bldg. Thu 6:30-9:45pm, Sep 24-Dec 10, 11 mtgs Britt Hastey, MS, MBA, Vice Chair, Business Administration Department, Los Angeles City College. Reg# CA Through Aug 30: $559 / After: $615 El Camino College: Location to be announced Wed 6:15-9:30pm, Sep 30-Dec 9, 10 mtgs (no mtg 11/11) Britt Hastey, MS, MBA, Vice Chair, Business Administration Department, Los Angeles City College. 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 Aug 30: $599 / After: $659 UCLA: 2250 School of Public Affairs Bldg. Wed 6:15-10:10pm, Sep 30-Dec 16, 11 mtgs (no mtg 11/11 & 11/25) Bijan Raphael, MA, PhD 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 Aug 24: $599 / After: $659 UCLA: 1222 School of Public Affairs Bldg. Thu 6:30-10:05pm, Sep 24-Dec 17, 12 mtgs (no mtg 11/12 & 11/26) Bijan Raphael, MA, PhD

9 Enroll at uclaextension.edu or call (800) Business, Management & Legal Programs 27 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 87, call (310) , or visit uclaextension.edu/testprep. Short on Time? Select a Seminar or Short Course Communication Effectiveness: Tips for Active Listening and Straight Talking Page 29. Creating Quality Leadership Page 49. Dealing Tactfully with Difficult People Page 29. Delivering Effective Presentations Page 30. Best Practices in Negotiation Page 33. Ethics for Human Resources Professionals Page 43. Business Ethics Page 28. Leading and Motivating Employees Page 49. Creating High Performance Teams Page 49. Personal Branding Boot Camp Page 53. Crisis Management and Communications: Safeguarding Image and Viability Page 58. Securing Celebrities for PR and Marketing, Spokesperson and Events Page 59. PR and Branding in Practice: Putting It All Together Page 58. 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. Starting Your Own Restaurant Page 62. Wine Tasting Technique Page 63. Wines of Sangiovese: Tuscan Traditions Page 63. Investing in the 21st Century Page 37. Social Security Analysis Bootcamp Page 38. Financial Analysis Using the HP12 Calculator Page 56. Moving from Debt to Wealth on Any Income Page 39. Understanding and Managing Stock Option Strategies Page 37. Technical Stock Market and Stock Analysis Page 37. Investing in Mutual Funds and ETFs Page 39. Planning for Secure Retirement Page 38. Money Skills 101 Page 38. Wealth That Lasts Page 38. 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 Pre MBA Courses 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 m (X 410) Page 28. 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. 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 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.

10 28 Business, Management & Legal Programs Enroll at uclaextension.edu or call (800) 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 55. Taxation Page 64. To request an application for the above subject areas, contact Yvette de la Cruz at Emergency Management and Homeland Security Page 41. To request an application for the above subject area, contact Greg Gonzalez at EEMath for Finance 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. Prerequisite: Students should have an understanding of intermediate or advanced algebra. & Reg# CA Through Aug 24: $559 / After: $615 UCLA: 1278 School of Public Affairs Bldg. Thu 6:30-9:45pm, Sep 24-Dec 10, 12 mtgs (no mtg 11/26; 1 mtg to be arranged) Sharat Batra, MBA, Mechanical Engineer, Los Angeles Department of Water and Power. Human Resources Management Page 45. International Trade and Commerce Page 48. Marketing and Advertising Page 53. Public Relations Page 58. Real Estate Call (310) for more information. To request an application for the above subject areas, contact Eric Hubert at [email protected]. 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 Laurence F. O Connell, MBA, board member, Federated Conservationists of Westchester County; steering committee member, Environmental Consortium of Hudson Valley Colleges and Universities. 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. Technical Management Certificates + + Contract Management + + Government Cost Estimating and Pricing + + Information Technology Management + + Project Management + + Supply Chain Management Page May be taken online. 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 Mary Dereshiwsky, PhD, MS, Part-Time Associate Professor, Mathematics and Statistics, University of Maryland at University College. 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 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. For more information see page 23. & Reg# CA Through Aug 29: $559 / After: $ B UCLA Extension DTLA, 261 S. Figueroa St. Tue 6:30-9:30pm, Sep 29-Dec 8, 12 mtgs (1 mtg to be arranged) Kip Dellinger, BBA, CPA Reg# CA Through Aug 30: $559 / After: $615 UCLA: A26 Humanities Bldg. Wed 6:30-9:30pm, Sep 30-Dec 9, 12 mtgs (no mtg 11/11; 2 mtgs to be arranged) Deborah C. Watson, BA, CPA Seminars Ethics in Personal Financial Planning Management 0.7 CEU Includes course materials hours of MCLE credit available. Required course in the Personal Financial Planning Certificate. Enrollment limited to 40 students. Advance enrollment is highly recommended. Single admission at the door, space permitting; payment by credit card only. Internet access required to retrieve course materials. For more information see page 56. Reg# CA Through Nov 5: $155 / After: $165 Westwood: 119 Extension Gayley Center, Sat 9am-4pm, Dec 5, 1 mtg David R. Bergmann, BS, CFP, EA, CLU, ChFC, Managing Principal, The David R. Bergmann Group; UCLA Extension Distinguished Instructor Award 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 Sep 17: $195 / After: $215 Westwood: 216 Extension Lindbrook Center Sat 10am-5pm, Oct 17, 1 mtg Matthew Kohler, MBA, Owner/President, Baja Tan, LLC. Reg# CA Through Nov 5: $195 / After: $215 Westwood: 216 Extension Lindbrook Center Sat 10am-5pm, Dec 5, 1 mtg Matthew Kohler, MBA, Owner/President, Baja Tan, LLC. 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 23. & Reg# CA David Reinus, MBA, CPA, owner, David Reinus, CPA. Reg# CA Dale E. Wallis, MS Reg# CA Through Aug 30: $625 / After: $685 Sep 30-Dec 9 Dale E. Wallis, MS

11 Enroll at uclaextension.edu or call (800) Business, Management & Legal Programs 29 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 Sep 14: $195 / After: $215 Oct Chris N. Economo, MBA, CPA Reg# CA Through Oct 16: $195 / After: $215 Nov Jorja Jackson, JD, BA, Senior Corporate Counsel, Salesforce.com, Inc. 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. EEGlobal Business Practices in Sustainability X Management 4 units This course provides a broad overview of global business practices in sustainability, designed to help students develop a strong foundation in this complex subject. The primary focus is helping students understand the business rationale for sustainability. Using case studies, students examine why and how a business is addressing environmental and sustainability issues across sectors and industries. The various principles, models, methodologies, and indicators of sustainability are also covered to provide an understanding of how global business awareness and practices in the field have evolved since the concept first emerged in the 1980s. Instruction highlights responses, including public-private partnerships, environmental strategies, socially responsible supply chains, and identifying new markets. Elective course in Global Sustainability Certificate. Internet access required to retrieve course materials. & Reg# CA Through Aug 21: $579 / After: $635 UCLA: 3126 Rolfe Hall Mon 6:30-9:30pm, Sep 21-Nov 30, 11 mtgs Ken Eskenazi, CEO/Founder, Innovation to Industry. Online Courses For technical requirements see page 4. An Overview of Green Building and the Real Estate Market m X Management 4 units Elective course in Global Sustainability Certificate. Enrollment limited to 25 students. For more information see page 61. & Reg# CA Through Aug 24: $595 / After: $650 Sep 24-Dec 17 Tracy Green, Consultant specializing in distressed properties, loss mitigation, and sustainable development. c UC credit m Online course e Not available passed/not passed & Text required M Course held during daytime hours Communication Skills For more information call (310) or [email protected]. Communication Effectiveness: Tips for Active Listening and Straight Talking 803A Communication 0.6 CEU Do you feel stuck listening to people who talk endlessly without coming to the point? Do you tune-out or jump to conclusions about what someone is going to say? Do you find it difficult to carry on a conversation when the emotional level is high? Do you have trouble grasping the underlying message its feeling and content in a communication? Can t ask for what you want, or say what you don t want, without feeling guilty? If so, this course can make a difference in your communication. Instruction addresses the total communication process: the thoughts, feelings, and skills that are essential for active listening and straight talking. Students actively engage in a learning process that includes lecture, discussions, self-assessment, and roleplaying. Topics include understanding non-verbal communication in oneself and others, two essential verbal skills in listening (paraphrasing and question-asking), and what assertive communication means, and how to do it. Reg# CA Through Sep 2: $195 / After: $215 Westwood: Westwood Center Fri 9am-4pm, Oct 2, 1 mtg Felice Miller, PhD, clinical psychologist. Dealing Tactfully with Difficult People Management 0.6 CEU This practical skills-building seminar demonstrates how to deal constructively with people when their behavior is unpleasant and difficult. Participants learn specific strategies for dealing with such behaviors as verbal attacks and put-downs, complaining, thoughtlessness, manipulation, attention-seeking, excessive talking, withdrawal, rule-breaking, excuses, and feigned helplessness. Other key topics covered include building trust when none or little exists, recognizing and dealing with dysfunctional patterns of behavior, maintaining selfesteem when dealing with abusive people, and becoming aware of personal reactions to difficult people and situations. Advance enrollment required; no enrollment at the door. Reg# CA Through Aug 25: $195 / After: $215 Westwood: Westwood Center Fri 9am-4pm, Sep 25, 1 mtg Joseph P. Reynolds, BA, MDiv/STM, Director, JPR Communication. Foundation Skills of Business Writing X 418F Management 4 units This workshop focuses on clear writing techniques with an emphasis on business applications. Topics include strategies for getting started; effective sentence structure; paragraph organization; punctuation conventions; appropriate word choice; and the key elements of effective memo, letter, and report writing. Internet access required to retrieve course materials. & Reg# CA Through Aug 22: $579 / After: $635 Westwood: 201 Extension Lindbrook Center Tue 6:30-9:30pm, Sep 22-Dec 1, 11 mtgs Cassie Rockwell, MA, organizational management. 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 desire 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) (310) uclaextension.edu/businesscom 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.

12 30 Business, Management & Legal Programs Enroll at uclaextension.edu or call (800) New Certificates 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. (310) EEOrganizational Communication 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. Internet access required to retrieve course materials. & Reg# CA Through Aug 21: $579 / After: $635 UCLA: 150 Royce Hall Mon 6:30-9:30pm, Sep 21-Nov 30, 11 mtgs Thomas McCluskey, MS, President, 551 Productions. EECross-Cultural Communication and Management in a Global Workforce X Management 4 units This course is designed to provide students with the fundamental principles and practical skill sets to understand the diverse cultures that comprise the global workplace of the 21st century. Participants discover cultural proficiency, the cutting edge approach to successfully navigating the intense diversity challenges of today s interdependent global business community. This unique approach ensures effective communication by unraveling the complex cultural differences between individuals and the impact of cultural programming on different organizational cultures. Participants learn strategies for accommodating diversity both within their own organization, and between international organizations. Applies to General Business Studies Certificate. Enrollment limited. Internet access required to retrieve course materials. & Reg# CA Through Aug 29: $579 / After: $635 UCLA: 148 Royce Hall Tue 6:30-9:30pm, Sep 29-Dec 8, 11 mtgs Enrollment deadline: Oct 13 Marlea Welton, MS, Adjunct Professor, Santa Monica College. The Manager s Toolkit Delivering Effective Presentations Speech 0.6 CEU This hands-on workshop helps participants become comfortable, confident, and masterful presenters. The principles presented apply to business settings as well as to other activities in daily life. Course content is customized to focus on the interests and concerns of all attending. Participants practice exercises designed specifically for them; have the opportunity to make brief presentations; receive positive feedback and personal coaching from the instructor; learn to focus, prepare, organize, and deliver a presentation; identify the needs of the audience; deal with emotional and mental blocks to delivering presentations; and be more in tune with oneself, the audience, and the material. Instruction provides a creative, dynamic model of communication that allows them to confidently present to audiences of any size. You are recorded giving your presentation; be sure to bring an SD/SDHC or SDXC memory card to class. Advance enrollment required; no enrollment at the door. Reg# CA Through Oct 12: $335 / After: $365 Westwood: Westwood Center Thu & Fri 9am-4pm, Nov 12 & 13, 2 mtgs Julie C. Grass, BA, Partner, The Momentum Group. Roberta F. Lachman, BA, Professional Development Trainer/Coach. General/Interpersonal/ Small Group Speaking with Clarity: An Accent-Reduction Workshop X 411 Speech 4 units Clear English pronunciation is difficult even for some native speakers. A regional or foreign accent is often a handicap in business. Precise articulation is essential for increasing employee productivity, customer confidence, and effectiveness of presentations. This workshop helps individuals who speak with a non-native or regional American dialect develop the skills they need for pronouncing American English. Professionals who are proficient in English grammar and vocabulary but find that they are still misunderstood can learn to distinguish the sounds of English and train their speech muscles to produce those sounds. A cassette or digital recorder is strongly recommended for each session. Prerequisite: TOEFL score of 550 or equivalent evidence of fluency. Reg# CA Through Aug 21: $579 / After: $635 UCLA: 2319 School of Public Affairs Bldg. Mon 7-10pm, Sep 21-Dec 7, 12 mtgs Pamela Kelly, MA, PK Communications Skills Training and Coaching. Public Speaking for Professionals X Speech 3.3 units What you say is important, but how you say it often determines your effectiveness as a public speaker. This course helps participants to develop individual style, improve delivery, and respond to questions and interruptions. Instruction emphasizes preparation and use of speech aids, body language/movement, and visual appearance. Exercises help participants develop confidence and project personal style. & Reg# CA Through Sep 1: $579 / After: $635 UCLA: 2319 School of Public Affairs Bldg. Thu 7-10pm, Oct 1-Dec 10, 10 mtgs Pamela Kelly, MA, PK Communications Skills Training and Coaching. Communication Effectiveness: Tips for Active Listening and Straight Talking 803A Communication 0.6 CEU For more information see page 29. Reg# CA Through Sep 2: $195 / After: $215 Westwood: Westwood Center Fri 9am-4pm, Oct 2, 1 mtg Felice Miller, PhD, clinical psychologist. Writing Online Courses For technical requirements see page 4. Business Communications m 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, resumes, and cover letters. Vocabulary development, using correct grammar and punctuation, techniques for reducing writing time, and proofreading also are addressed. For technical requirements see page 4. Enrollment limited. Mid-term and final exams are proctored online; additional requirements include microphone, headphones/ speakers, and webcam. & Reg# CA Sep 28-Dec 7 Dec 13 Zal Phiroz, MBA, Manager, Procter & Gamble 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 is also covered. For technical requirements see page 4. Enrollment limited. & Reg# CA Sep 28-Nov 23 Judy Shane, MA, communications consultant, Judy Shane Communications. 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 experiences. For technical requirements see page 4. Enrollment limited. & Reg# CA Sep 28-Nov 23 Julianne Fowler, MA, management consultant; author. Credit Analysis & Management Online Courses Credit Analysis and Management Certificate Information Session: A Free Event UL Management Learn about the Credit Analysis and Management certificate and how to be at the forefront of this growing field through a free information session. Interact with expert instructors and staff to learn about new trends in the industry and future job growth. Admission is free, but advance registration is required. Participants must provide a valid address upon enrollment. Reg# CA Fee: $0 Westwood: 121 Extension Gayley Center, Sat 10am-12pm, Aug 22, 1 mtg 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

13 Enroll at uclaextension.edu or call (800) Business, Management & Legal Programs 31 requirements see page 4. Required course in the Credit Analysis and Management Certificate. & Reg# CA Through Aug 21: $635 / After: $695 Sep 21-Nov 30 Joe El Rady, MBA, The Wharton School; CEO, El Rady Group, a merchant bank and capital advisory firm; formerly with Houlihan Lokey. 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 Aug 22: $635 / After: $695 Sep 22-Dec 1 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 Aug 23: $635 / After: $695 Enrollment deadline: Sep 27 Peter H. Lou, MBA, MA, CFA, Senior Manager, Wells Fargo Bank. EEWriting and Presenting a Credit Analysis m X Management 4 units Improve your basic business writing skills and focus those skills, as you learn to write a concise and directed credit analysis, beginning with a general template then moving to a format that follows best practices. Topics include the five Ps of credit analysis: People, Purpose, Payment, Protection, Perspective; and writing the credit analysis/structuring summary, including understanding your audience, essential communications, effective visuals, and report presentation. You are exposed to real clients and data designed to challenge your writing skills. The course provides supporting documentation and information in the context of writing skills and the learning environment is enhanced by extensive use of exercises and critiques of credit analysis writing samples. At the conclusion of the seminar, you should be able to write a concise and coherent credit analysis and effectively present findings to a credit manager or credit committee. For technical requirements see page 4. Required course in the Credit Analysis and Management Certificate. Enrollment limited. & Reg# CA Through Aug 24: $635 / After: $695 Sep 24-Dec 10 Enrollment deadline: Sep 28 Deborah Meng, MBA, CRCM, CAMS, large banking organizations, Federal Reserve Bank of San Francisco. EEManaging a Loan Portfolio m X Management 4 units Learn to underwrite and manage a portfolio of commercial mortgages and syndicated, middle-market, asset-based, and trade finance loans. Explore loan origination, including the loan proposal, credit analysis, and agreement. Discuss the control of risk in a portfolio, including credit policy, risk rating, reserves, loan review, internal audit, and workout. Examine compliance with regulatory standards governing safety and soundness (Basel II/III and FDICA), community reinvestment (CRA), and money laundering (Patriot Act). Materials to be distributed in class include credit analysis formats, loan agreement forms, and bank examination manuals. For technical requirements see page 4. Required course in the Credit Analysis and Management Certificate. & Reg# CA Through Aug 21: $635 / After: $695 Sep 21-Nov 30 Enrollment deadline: Sep 25 Cindy Chase, CPA, Independent Credit Consultant. Entrepreneurship For more information call (310) or [email protected]. Certificates: General Business Studies with Concentration in Entrepreneurship Business Administration with Concentration in Entrepreneurship For more information call (310) or visit uclaextension.edu/bamcert. Starting and Growing Your Business Management 2.7 CEU This course is designed for entrepreneurs and small business owners and managers who are interested in learning key concepts on how to begin or grow a business. The course presents an overview of the risks and rewards of owning a business and examines the realities and responsibilities of being in business for yourself. Students learn how to identify and qualify a market opportunity and the steps involved for moving a business from idea to actual operation. Topics include the process for writing and activating a business plan, the development of marketing and sales strategies, financial projections, and operational parameters. Legal aspects (including protecting the idea), selecting the best funding option, and tax implications for the business owner are also covered. Internet access required to retrieve course materials. & Reg# CA Through Aug 21: $455 / After: $495 UCLA: 154 Royce Hall Mon 6:30-9:30pm, Sep 21-Nov 16, 9 mtgs Wilton Paul Risenhoover, MBA, Investment Committee, UCLA Venture Capital Fund. c UC credit m Online course e Not available passed/not passed & Text required M Course held during daytime hours 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) Starting or Growing Your Business Key Courses for Today s World Have you been thinking about starting a new business or expanding an existing one? Learn the key concepts to product ideation, business plan writing, strategy, and entrepreneurial marketing from the following courses: Creating a New Business Page 32. Fundamentals of Business Administration and Management m Page 32. Developing a Business Plan Page 32. Establishing a Successful Business m Page 32. Best Practices in Negotiation Page 33. Financial Tools for Business Growth Page 32. Marketing and Sales Strategies for Entrepreneurial Business Page 33. EECreating a New Business 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. Internet access required to retrieve course materials. & Reg# CA Through Aug 24: $579 / After: $635 UCLA: 167 Dodd Hall Thu 6:30-9:30pm, Sep 24-Dec 10, 11 mtgs Enrollment deadline: Oct 8 Daniel Ball, MBA,Senior Product Marketing Manager, Zynx Health Reg# CA Through Oct 3: $669 / After: $735 Westwood: 131 Extension Gayley Center, Tue & Thu 9am-12pm, Nov 3-Dec 10, 11 mtgs Frank R. Blair, MBA, Principal, Blair Consulting Group. C. Scott Hindell, Principal, Hindell Consulting. Legal Compliance and Negotiating Skills Page 34. Starting and Growing Your Business Page 31. 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 Aug 29: $579 / After: $635 UCLA: 154 Dodd Hall Tue 6:30-9:30pm, Sep 29-Dec 8, 11 mtgs Harry V. Redinger, MBA, President, Strategic Path Group Inc. EEMarketing and Sales Strategies for Entrepreneurial Business X Management 4 units Formerly course X This course provides practical ideas and applications of marketing, advertising, and sales promotion techniques for managers, owners, and marketing personnel of small-to-medium-size businesses. Topics include marketing, planning, and budgeting; company positioning; networking; personal selling; improving the company image; public relations and product/service publicity; designing and creating advertising and brochures; selecting, organizing, and motivating sales representatives and dealer/distribution organizations; marketing on the Internet; market research; and selecting and using the right advertising medium trade shows, direct mail, yellow pages and local print ads, telemarketing, sales promotion, etc. 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 Aug 29: $579 / After: $635 UCLA: 150 Royce Hall Tue 6:30-9:30pm, Sep 29-Dec 8, 11 mtgs Maria Guevara, Owner, MJ Tax Agency & MG Business Solutions 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. & Reg# CA Through Aug 21: $579 / After: $ B UCLA Extension DTLA, 261 S. Figueroa St. Mon 6:30-9:30pm, Sep 21-Nov 30, 11 mtgs Brandon Shamim, MS, President/Co-Founder, Beacon Management Group. Online Courses For technical requirements see page 4. EEEstablishing a Successful Business m 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. & Reg# CA (11 online sessions, from Mon, Sep 28 through Sun, Dec 13.) C. Scott Hindell, Principal, Hindell Consulting. 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 (11 online sessions, from Mon, Sep 28 through Sun, Dec 13.) Matthew Richter-Sand, MBA, CEO, Agile Startup. 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 (11 online sessions, from Mon, Sep 28 through Sun, Dec 13.) James A. Tischler, MBA, CEO, SomeBeach SunWare, LLC 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. Visitors not permitted. & Reg# CA (11 online sessions, from Mon, Sep 28 through Sun, Dec 13.) James Schaefer, MBA, CPA, Senior Accountant, Partner, Mark Schaefer Associates, LLP.

15 Enroll at uclaextension.edu or call (800) Business, Management & Legal Programs 33 EELegal Compliance and Negotiating Skills m X Management 4 units Required course in the Small Business Management and Technology Certificate. For more information see page 34. & Reg# CA (11 online sessions, from Mon, Sep 28 through Sun, Dec 13.) R. Brian Compton, CPA, President and Co-Owner, Tax Resolution Services, Co. EEAccounting for Non-Accountants m X 429 Management 4 units Enrollment limited. For more information see page 25. & Reg# CA Through Aug 30: $625 / After: $685 Sep 30-Dec 9 Rebecca M. Evans, MSBE, BS Small Business Management & Technology EECreating a New Business 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. Internet access required to retrieve course materials. & Reg# CA Through Oct 3: $669 / After: $735 Westwood: 131 Extension Gayley Center, Tue & Thu 9am-12pm, Nov 3-Dec 10, 11 mtgs Frank R. Blair, MBA, Principal, Blair Consulting Group. C. Scott Hindell, Principal, Hindell Consulting. 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. & Reg# CA Through Sep 17: $335 / After: $365 Westwood: 113 Extension Gayley Center, Sat 9am-4pm, Oct 17 & 24, 2 mtgs Gary S. Goodman, PhD, JD, MBA, President, Customersatisfaction.com and The Goodman Organization, Inc.; author, Six-Figure Consulting. EECreating a New Business 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. Internet access required to retrieve course materials. & Reg# CA Through Aug 24: $579 / After: $635 UCLA: 1222 School of Public Affairs Bldg. Thu 6:30-9:30pm, Sep 24-Dec 10, 11 mtgs Enrollment deadline: Oct 8 Daniel Ball, MBA,Senior Product Marketing Manager, Zynx Health EEMarketing and Sales Strategies for Entrepreneurial Business X Management 4 units Formerly course X This course provides practical ideas and applications of marketing, advertising, and sales promotion techniques for managers, owners, and marketing personnel of small-to-medium-size businesses. Topics include marketing, planning, and budgeting; company positioning; networking; personal selling; improving the company image; public relations and product/ service publicity; designing and creating advertising and brochures; selecting, organizing, and motivating sales representatives and dealer/distribution organizations; marketing on the Internet; market research; and selecting and using the right advertising medium trade shows, direct mail, yellow pages and local print ads, telemarketing, sales promotion, etc. 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 Aug 29: $579 / After: $635 UCLA: 150 Royce Hall Tue 6:30-9:30pm, Sep 29-Dec 8, 11 mtgs Maria Guevara, Owner, MJ Tax Agency & MG Business Solutions Online Courses For online course technical requirements see page 4. EEEstablishing a Successful Business 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 (11 online sessions, from Mon, Sep 28 through Sun, Dec 13.) C. Scott Hindell, Principal, Hindell Consulting. c UC credit m Online course e Not available passed/not passed & Text required M Course held during daytime hours 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 32 & 34.

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. 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) Attend the Accounting & Finance FREE Information Session on Sep 16! Page 20. (310) uclaextension.edu/fincert EEDeveloping a Business Plan m 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. & Reg# CA (11 online sessions, from Mon, Sep 28 through Sun, Dec 13.) Matthew Richter-Sand, MBA, CEO, Agile Startup. EEAccounting for Non-Accountants m X 429 Management 4 units Enrollment limited. For more information see page 25. & Reg# CA Through Aug 30: $625 / After: $685 Sep 30-Dec 9 Rebecca M. Evans, MSBE, BS EELegal Compliance and Negotiating Skills m 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. For technical requirements see page 4. Required course in the Small Business Management and Technology Certificate. & Reg# CA (11 online sessions, from Mon, Sep 28 through Sun, Dec 13.) R. Brian Compton, CPA, President and Co-Owner, Tax Resolution Services, Co. EEFinancial Tools for Business Growth m X Management 4 units Required course in the Small Business Management and Technology Certificate. Enrollment limited. Visitors not permitted. For more information see page 32. & Reg# CA (11 online sessions, from Mon, Sep 28 through Sun, Dec 13.) 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 a financial or investment professional 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. & Reg# CA Through Aug 29: $559 / After: $615 UCLA: 2238 School of Public Affairs Bldg. Tue 6:30-9:30pm, Sep 29-Dec 8, 12 mtgs (1 mtg to be arranged) Reg# CA Through Aug 21: $559 / After: $ UCLA Extension DTLA, 261 S. Figueroa St. Mon 6:30-9:30pm, Sep 21-Dec 7, 12 mtgs Joseph J. Klauzar, BA, MA, MBA, Portfolio Manager, Morgan Stanley. 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. Required course in the Finance Certificate. & Reg# CA Through Aug 29: $559 / After: $615 UCLA: 1337 School of Public Affairs Bldg. Tue 6:30-9:30pm, Sep 29-Dec 8, 12 mtgs (1 mtg to be arranged) David E. French, MBA, President, David French & Associates, LLC, A Business Strategy Consultancy. EEBusiness Valuation 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 three 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

17 Enroll at uclaextension.edu or call (800) Business, Management & Legal Programs 35 inadequate valuation reports, and the choice of entity and its effect on valuation. Additional topics include comparative financial statement analysis, economic and industry analysis, site visits and interviews, and questions to ask a business valuation expert. Participants also engage in interactive exercises to learn how to procure valuation reports for IRS or FTB audit purposes. Elective course in the Finance Certificate. & Reg# CA Through Aug 24: $559 / After: $615 UCLA: 2214 School of Public Affairs Bldg. Thu 6:30-9:30pm, Sep 24-Dec 10, 12 mtgs (no mtg 11/26; 1 mtg to be arranged) 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 Elective in the Accounting Certificate. Enrollment limited; early enrollment advised. Internet access required to retrieve course materials. & Reg# CA Through Aug 30: $559 / After: $615 UCLA: 2242 School of Public Affairs Bldg. Wed 6:30-9:30pm, Sep 30-Dec 9, 12 mtgs (no mtg 11/11; 2 mtgs to be arranged) Mark E. Buchman, BS, President, PacRim Financial Consultants; recipient, UCLA Extension Distinguished Instructor Award, 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. EEFundamentals of Corporate Budgeting 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 time-consuming, multi-layered, and complex. 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. Elective course in Finance Certificate. & Reg# CA Through Aug 21: $559 / After: $615 UCLA: 2333 School of Public Affairs Bldg. Mon 6:30-9:30pm, Sep 21-Dec 7, 12 mtgs 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 Aug 30: $559 / After: $ A UCLA Extension DTLA, 261 S. Figueroa St. Wed 6:30-9:30pm, Sep 30-Dec 16, 12 mtgs (no mtg 11/11; 1 mtg to be arranged) Charles E. P. Wood, MBA, President, C. E. Peterson & Company. EEGlobal Currency Management X Management 4 units Currency devaluations are a major cause of global economic chaos, thereby forcing multinational companies, as well as importers and exporters, to make long-term decisions that are undermined by daily trading occurrences. Currency traders, including hedgers, arbitrageurs and even speculators now are challenged by 24-hour global currency trading with markets made for almost any currency. This course is designed to help students, managers and aspiring traders meet the challenges of managing currency operations, capitalizing on opportunities, and reducing the risks of foreign exchange swings. Instruction identifies major areas of currency risks, strategies, and organizational structure requirements. Participants are provided a framework for analyzing the causes of expected exchange rate movements and how to deal with them. Students also review foreign currency events, both past and current, focusing on the implications of these events on future capital flows and growth. Elective course in Certificate in Finance. & Reg# CA Through Aug 24: $559 / After: $615 UCLA: 2238 School of Public Affairs Bldg. Thu 6:30-9:45pm, Sep 24-Dec 10, 11 mtgs Michael A. Baker, JD, attorney-at-law. 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. Internet access required to retrieve course materials. & Reg# CA Through Aug 21: $795 / After: $875 UCLA: 2232 School of Public Affairs Bldg. Mon 6:30-9:30pm, Sep 21-Dec 7, 12 mtgs Fred R. Kuhns, CMA, MBA, Principal, FRK Consulting. Complete Your Finance Courses Online Our instructor-led online courses allow 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 Fundamentals of Investing X Financial Statement Analysis X Mergers & Acquisitions X Behavioral Finance X Alternative Investment Strategies X International Finance For a complete list of courses visit uclaextension.edu/finance. Also of Interest Enhance Your Financial Literacy Want to learn how to effectively manage your own finances? Attend one of these courses: Fundamentals of Personal Finance Personal Finance Series Money Skills 101 Pages 38 & 39. [email protected] (310) uclaextension.edu/financial-lit 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. 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. 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)

18 36 Business, Management & Legal Programs Enroll at uclaextension.edu or call (800) Self-Study Online Courses In Finance & Investments Offered in collaboration with Global Window Partners (GWP), these selfstudy, self-paced online courses are adapted from the teachings of prominent faculty from UCLA s Anderson Graduate School of Management. Self-Study Courses Students may enroll in the online self-study courses anytime during the academic quarter. To view course listings visit uclaextension.edu/finance-selfstudy. A high-speed Internet connection is required. [email protected] (310) 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. Internet access required to retrieve course materials. Reg# CA Through Aug 24: $795 / After: $875 UCLA: 146 Dodd Hall Thu 6:30-9:30pm, Sep 24-Dec 17, 12 mtgs Chee-Sum Tan, MBA, FCCA, CPA, CFA, ABV, Controller/ Accounting Manager, Union Bank of California. FP&A Exam Review Management 3.6 CEU This 12-session, instructor-led review course provides a comprehensive overview to assist in preparation for Parts I & II of the Corporate Financial Planning and Analysis (FP&A) Exam. Part I covers financial acumen content encompassing the following two domains: gathering and interpreting information, and communicating/coordinating work with other professionals. Part II covers financial analysis content encompassing the following three domains: analyzing information, building financial projections, and using technology/software. Instruction uses the Association for Financial Professionals (AFP) FP&A Learning System, which includes reading materials available in e-book and printed format and online software with practice exams, glossary, and other reinforcement tools. Course materials are included. Advance enrollment is highly recommended. Internet access required to retrieve course materials. & Reg# CA Through Aug 21: $1,405 / After: $1,545 UCLA: 1270 School of Public Affairs Bldg. Mon 6:30-9:30pm, Sep 21-Dec 7, 12 mtgs Philippe Masbanji, BS, CPA Sequential Programs Also consider these self-study sequential programs that can be completed within 1-2 years: Online Series in Investment Banking uclaextension.edu/finance_osib Online Series in Mergers and Acquisitions uclaextension.edu/finance_osma EEMath for Finance X Management 4 units Prerequisite: Students should have an understanding of intermediate or advanced algebra. For more information see page 28. & Reg# CA Through Aug 24: $559 / After: $615 UCLA: 1278 School of Public Affairs Bldg. Thu 6:30-9:45pm, Sep 24-Dec 10, 12 mtgs (no mtg 11/26; 1 mtg to be arranged) Sharat Batra, MBA, Mechanical Engineer, Los Angeles Department of Water and Power. EEFundamentals of Investing X Management 4 units Required course in the Finance Certificate. For more information see page 36. & Reg# CA Through Aug 21: $559 / After: $615 UCLA: 1337 School of Public Affairs Bldg. Mon 6:30-9:30pm, Sep 21-Dec 7, 12 mtgs Milind Pasari, CFA, CPA, CFP EEReal Estate Finance X Management 5 units 45 hours of MCLE credit available. Prerequisite: X Real Estate Principles or consent of instructor. Elective course in Certificate in Finance. Applies toward the mandatory educational requirements for obtaining the California State Real Estate Broker License. For more information see page 60. & Reg# CA Through Aug 24: $635 / After: $695 UCLA: 164 Royce Hall Thu 6-10pm, Sep 24-Dec 17, 12 mtgs Joseph M. Cobert, JD, attorney, Joseph Cobert, A Professional Corporation 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 Sep 17: $159 / After: $175 Westwood: 209 Extension Lindbrook Center Sat 8:30am-4:30pm, Oct 17, 1 mtg Eric W. Augusta, MBA, Senior Financial Executive, Vice President, Financial Planning and Analysis, E. W. Augusta & Associates. Excel Modeling Tips and Techniques for Improved Productivity: Advanced Management 0.8 CEU Includes course materials. This one-day seminar is primarily intended for solid intermediate to slightly advanced Excel users who want to learn tips and techniques that will help them take their model-building skills to the next level. Topics include the OFFSET function, three-dimensional consolidations, INDIRECT, SUMPRODUCT, VLOOKUP using INDEX and MATCH, advanced filtering, data tables, pivot tables, named ranges/name Manager, introduction to Excel VBA (Visual Basic for Applications), writing simple macros and creating a simple UserForm, circular reference pros and cons, and much more. Demo models are discussed and made available to attendees. The seminar is structured in a classroom lecture format; computers are provided for hands-on learning (computer lab environment) using Windows/Microsoft Office Excel for PC. Prerequisite: Excel Modeling Tips and Techniques for Improved Productivity: Intermediate. Enrollment limited. Advance enrollment is highly recommended. Single admission at the door, space permitting; payment by credit card only. Reg# CA Through Oct 7: $179 / After: $195 Westwood: B Westwood Center Sat 8:30am-4:30pm, Nov 7, 1 mtg Eric W. Augusta, MBA, Senior Financial Executive, Vice President, Financial Planning and Analysis, E. W. Augusta & Associates. c UC credit m Online course e Not available passed/not passed & Text required M Course held during daytime hours 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 Wayne A. Hollman, BA, MBA, PhD, financial advisor. Reg# CA Ralph Joe Zwetow, MBA, Principal, Credit Training Resources. EEMergers and Acquisitions m 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. Enrollment limited. & Reg# CA Peter H. Lou, MBA, MA, CFA, Senior Manager, Wells Fargo Bank. 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 EEInternational Finance m X Management 4 units This course provides an introduction to the environment and tools of international financial management. Topics include foreign exchange exposure; 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. For technical requirements see page 4. Prerequisite: X Introduction to International Business and X 130A Basics of Managerial Finance. Elective course in Certificate in Finance. Enrollment limited. &

19 Enroll at uclaextension.edu or call (800) Business, Management & Legal Programs 37 Reg# CA Through Aug 30: $625 / After: $685 Sep 30-Dec 9 Salman A. Sadiq, BA, MBA, JD, Attorney, Financial Industry Regulatory Authority. 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. & Reg# CA Through Aug 21: $559 / After: $615 UCLA: 1337 School of Public Affairs Bldg. Mon 6:30-9:30pm, Sep 21-Dec 7, 12 mtgs Milind Pasari, CFA, CPA, CFP 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. & Reg# CA Through Aug 29: $559 / After: $615 UCLA: 1222 School of Public Affairs Bldg. Tue 6:30-9:30pm, Sep 29-Dec 8, 12 mtgs (1 mtg to be arranged) Steven L. Yamshon, PhD, LhD, MBA, Managing Director, Stevens First Principles Investment Advisors EEManaging and Understanding Stock Option Strategies 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. Internet access required to retrieve course materials. & Reg# CA Through Aug 29: $559 / After: $615 Westwood: 111 Extension Gayley Center, Tue 6:30-9:30pm, Sep 29-Dec 8, 12 mtgs (1 mtg to be arranged) Steven L. Gail, BA, Registered Option Principal, Amerivet Securities, Inc. EEThe Science and Art of Investing 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. Elective course in Finance Certificate. Internet access required to retrieve course materials. & Reg# CA Through Aug 21: $559 / After: $615 Westwood: 119A Extension Gayley Center, Mon 6:30-9:30pm, Sep 21-Dec 7, 12 mtgs Erik Flegal, BA, MBA, Vice President, Morgan Stanley EEInvestments in Personal Financial Planning (Hybrid) 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 55. & Reg# CA Through Aug 30: $559 / After: $615 Classroom meetings: 101B UCLA Extension DTLA, 261 S. Figueroa St. Wed 6:30-9:30pm, Sep 30; Oct 14 & 28; Nov 18; Dec 2 & 16 Online sessions: Oct 7-Dec 9 (no mtg 10/14, 10/28 & 11/18) Stephen T. Minihan, MBA, CFP, Westlake Financial Advisors LLC. Seminars NEW COURSE Investing in the 21st Century Management 1.2 CEU Includes course materials. Over the past 50 years our world has been revolutionized by the processing power of computers. Finance, and more specifically investment strategy, is no exception. The ability to digest and organize large amounts of investment data has dramatically impacted our understanding of financial markets and true investment strategy. This course condenses the financial information revolution by encompassing: academic research, related Nobel Prizes in Economics, and 30 years of practical application on modern investment theory. Join us and learn how to design and implement sound investment plan-based, market-tested strategies. Enrollment limited. Advance enrollment highly recommended. No visitors. 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. Students who enroll in the first two seminars are eligible to receive a $75 discount for the third seminar. Reg# CA Fee: $249 Redondo Beach: Navigoe Café, 417 Beryl St. Tue 6-9pm, Sep 22-Oct 13, 4 mtgs Scott Alan Leonard, BA, CFP, Founding Partner, Wealth Management and Private Client Strategies, Navigoe, LLC. UPDATED FOR 2015 Social Security Secrets: How to Maximize Your Benefits Management 0.2 CEU Includes course materials. Enrollment limited. Advance enrollment highly recommended. Participants may enroll at the door, space permitting; payment by credit card only. For more information see page 38. Reg# CA Through Sep 24: $59 / After: $65 Westwood: 111 Extension Gayley Center, Sat 10am-12:30pm, Oct 24, 1 mtg Samuel Rad, Senior Vice President, Searchlight Financial Advisors. 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. Students who enroll in the first two seminars are eligible to receive a $75 discount on the third seminar. Technical Stock Market and Stock Analysis Management 0.7 CEU Includes course materials. This seminar explores the basics of stock market charting techniques, called technical analysis, including how charts are constructed and the different styles of charts. The seminar reviews the differences between monthly, weekly, daily, and intra-day charts, as well as how to compare volume of trading to price. Students are introduced to the most common technical indicators and oscillators, and explore the long-, intermediate-, and short-term trends of stock market analysis. Topics include the basics of support and resistance levels, momentum buying, selling pressures, relative strength, Fibonacci levels, and regression channels Early enrollment is highly recommended. Offered This Quarter Technical Stock Market and Stock Analysis Understanding and Managing Stock Option Strategies Security Analysis Bootcamp Page 37. [email protected] (310) uclaextension.edu/investorseries utilized in pinpointing stock entry and exit points. Also covered are risk/reward ratios, when to place a trade, where to enter dynamic stop-loss orders, and how to access realistic price target entry and exit points. Students leave the class knowing what information to look for and where to get the information needed to successfully trade common stocks. Enrollment limited. Advance enrollment recommended. Single admission at the door, space permitting. Payment by check or credit card only. Reg# CA Through Sep 17: $135 / After: $149 Westwood: 214 Extension Lindbrook Center Sat 9am-4pm, Oct 17, 1 mtg Andrew Lais, BS, Investment Principal, Associated Securities Corp. Understanding and Managing Stock Option Strategies Management 0.7 CEU Includes course materials. Whether your personal investment style is conservative or aggressive, long-term or short-term, this one-day seminar shows how options can add value to your current investment strategies. Intended for investors who want to add options as part of their overall investment mix or for those who already utilize options and want to expand their usage, this seminar explores the basics of options and some of the common misconceptions regarding their use. Students learn about the different types and classes of options that are available, how they are traded and tracked, and how they can be used to enhance cash flow and investment performance. Participants also learn about the unique attributes of options and why investors have to think differently when investing in options whether as a stand-alone investment or in conjunction with existing stock positions. Enrollment limited. Advance enrollment highly recommended. Participants may enroll at the door, space permitting; payment by credit card only. Reg# CA Through Oct 7: $135 / After: $149 Westwood: 214 Extension Lindbrook Center Sat 9am-4pm, Nov 7, 1 mtg Steven L. Gail, BA, Registered Option Principal, Amerivet Securities, Inc.

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. Students who enroll in the first two seminars are eligible to receive a $75 discount for the third seminar. Early enrollment is highly recommended. (310) uclaextension.edu/pfseries Security Analysis Boot Camp Management 0.7 CEU Course materials included This 1-day seminar is designed to provide individual investors with an introduction to the basic tools of security (equity) analysis, with the goal of helping to achieve higher investment returns. The seminar covers the essential techniques for analyzing company health, starting with an introduction to the use of the financial statements, basic ratio analysis, industry and peer group analysis, basic valuation techniques, and finishing with methods for managing risk, scoring models, and forensic accounting methods. Prerequisite: Knowledge of basic accounting and investment principles is recommended. 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 Oct 14: $135 / After: $149 Westwood: 209 Extension Lindbrook Center Sat 9am-4pm, Nov 14, 1 mtg Wilton Paul Risenhoover, MBA, Investment Committee, UCLA Venture Capital Fund. 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 Salman A. Sadiq, BA, MBA, JD, Attorney, Financial Industry Regulatory Authority. EEAlternative Investment Strategies m 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 Offered This Quarter Moving from Debt to Wealth on Any Income Tax Strategies for Building and Maintaining Wealth Investing in Mutual Funds and ETFs Page 39. 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. & Reg# CA EEBehavioral Finance m X Management 4 units This course is based on the fundamental principle that the first step to successfully investing your money is to not 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. For technical requirements see page 4. Elective course in the Finance Certificate. Enrollment limited. & Reg# CA Victor Dosti, BS, MBA, Director of Research, Whittier Trust EEInvestments in Personal Financial Planning m X Management 4 units Prerequisite: X Financial Analysis in Personal Financial Planning and X Survey of Personal Financial Planning, or consent of instructor. Required course in Certificate in Personal Financial Planning. Enrollment limited. For more information see page 55. & Reg# CA Robert L. Watson, MBA, Financial Advisor, ING Financial Partners. 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. Internet access required to retrieve course materials. & Reg# CA (Credit) Through Aug 21: $559 / After: $615 Reg# CA (Non-Credit) Through Aug 21: $469 / After: $515 UCLA: 1343 School of Public Affairs Bldg. Mon 6:30-9:30pm, Sep 21-Dec 7, 12 mtgs Steven L. Gail, BA, Registered Option Principal, Amerivet Securities, Inc. UPDATED FOR 2015 Money Skills 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 covered 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. Advance enrollment required. Single admission at the door, space permitting; payment by credit card only. & Reg# CA Through Sep 29: $229 / After: $249 Westwood: 121AB Extension Gayley Center, Thu 6:30-9:30pm, Oct 29-Nov 19, 4 mtgs Darrach Mc Carthy, Managing Partner at Victus Capital Wealth, LLC. Wealth That Lasts Management 1.2 CEU Managing personal wealth is a business that should be guided by solid plans based on your goals, assets and lifestyle needs. Yet many individuals and families treat their investments in a non-businesslike manner. This course is designed exclusively for affluent individuals and families who want to learn how to better manage their wealth in a proactive, comprehensive, and objective manner. In an easily communicated way, the course teaches you, the individual investor, how to apply a process-driven approach to wealth management by focusing first on your personal goals and objectives. Instructors work with you to ultimately develop a customized plan that is designed to preserve and grow your wealth, help you gain confidence to manage your financial team, and provide the tools you need to manage your wealth like a business. Enrollment limited. Advance enrollment highly recommended. Reg# CA Fee: $995 Westwood: 121AB Extension Gayley Center, Wed 6-8:30pm, Oct 7-Nov 4, 5 mtgs Robert J. Bancroft, BS, CIMA, AAMS, CIMC, Executive Director, The Bancroft Bleimeyer Group. Jason K. Bleimeyer, BS, CIMA, CIMC Online Courses For technical requirements see page 4. EEFundamentals of Personal Finance m X Management 4 units Enrollment limited. For more information see page 38. & Reg# CA Through Aug 30: $625 / After: $685 Sep 30-Dec 9 Britt Hastey, MS, MBA, Vice Chair, Business Administration Department, Los Angeles City College. Seminars UPDATED FOR 2015 Planning for a Secure Retirement Management 1.2 CEU Includes course materials Retiring well is a financial goal we all share. Yet, ensuring that you and your loved ones live comfortably during retirement can be a daunting process. Common concerns how to maximize benefits, strategize social security or healthcare, withdrawal rate strategies, and managing income (e.g., trust distributions and pensions) are covered. These courses simplify the retirement tasks at hand by organizing them and preparing you to implement a strategy relevant to your goals. This course is ideal for those who are newly retired, nearing retirement, or are helping someone plan for their retirement. Enrollment limited. Advance enrollment highly recommended. No visitors. Reg# CA Fee: $249 Redondo Beach: Navigoe Café, 417 Beryl St. Tue 6-9pm, Oct 20-Nov 10, 4 mtgs Eric S. Toya, CFP, Partner, Director of Wealth Management, Navigoe, LLC. UPDATED FOR 2015 Social Security Secrets: How to Maximize Your Benefits Management 0.2 CEU Includes course materials Did you know there are over 200 different ways that a married couple can claim their benefits? The average retiree leaves tens of thousands of dollars on the table simply because they don t understand how to maximize their Social Security benefits. Failing to use the right strategy can cost you literally hundreds of thousands of dollars in unclaimed Social Security income over your lifetime and potentially put your surviving spouse at serious financial risk. This informative and easy to understand seminar explores the Social Security system and provides valuable tips on how to maximize your benefit. It is designed to assist those who will soon begin receiving their Social Security retirement benefits or for those who have begun their payments within the last year. Bring a spouse or guest for free! Enrollment limited. Advance enrollment highly recommended. Participants may enroll at the door, space permitting; payment by credit card only. Reg# CA Through Sep 24: $59 / After: $65 Westwood: 111 Extension Gayley Center, Sat 10am-12:30pm, Oct 24, 1 mtg Samuel Rad, Senior Vice President, Searchlight Financial Advisors.

21 Enroll at uclaextension.edu or call (800) Business, Management & Legal Programs 39 Personal Finance Series For more information, call (310) or 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. Students who enroll in the first two seminars are eligible to receive a $75 discount for the third seminar. UPDATED FOR 2015 Moving from Debt to Wealth on Any Income Management 0.6 CEU Includes course materials. If it seems like all the money you earn comes in one hand and just goes out the other, you re not alone. Over 90% of our population has not been taught the basics of handling money effectively and only an estimated 10-20% of American workers and business owners will retire feeling financially secure. In this seminar, participants learn a revolutionary system to move from debt to financial independence, a system which is consistently practiced by the wealthiest people in the world and taught by a multi-millionaire. Topics include how to break through limiting barriers, set attainable financial goals and create the support structure to achieve them, live within your income in 90 days, get out of credit card debt, save 10-20% of your gross income each month, handle emergency spending without a financial disaster, and spend money, NOT budget, to reach financial goals. Students leave the seminar with practical techniques and strategies that can be implemented immediately. Enrollment limited. This seminar is part of the Personal Finance Series. Advance enrollment highly recommended. Participants may enroll at the door, space permitting; payment by credit card only. Reg# CA Through Sep 10: $95 / After: $105 Westwood: 209 Extension Lindbrook Center Sat 9am-3pm, Oct 10, 1 mtg Rennie Gabriel, BA, CLU, CFP, President, The Financial Coach, Inc. Tax Strategies for Building and Maintaining Wealth Management 0.6 CEU Includes course materials. This 1-day seminar is designed for individuals who are interested in implementing proven tax strategies for reducing overall tax liabilities and increasing cash flow. Participants learn how to lower or defer federal and state income taxes, capital gains taxes, and estate taxes. The seminar includes a multi-line analysis of the 1040 tax form in terms of both a tax strategy and financial-planning perspective. Current pension law also is reviewed to determine the best options for managing retirement assets, including pensions, IRAs, and 401K plans, to ensure desired distribution benefits and a maximum transfer of wealth. Enrollment limited. Advance enrollment highly recommended. Participants may enroll at the door, space permitting; payment by credit card only. Reg# CA Through Sep 24: $95 / After: $105 Westwood: 214 Extension Lindbrook Center Sat 9am-3pm, Oct 24, 1 mtg David R. Bergmann, BS, CFP, EA, CLU, ChFC, Managing Principal, The David R. Bergmann Group; UCLA Extension Distinguished Instructor Award Investing in Mutual Funds and ETFs Management 0.6 CEU Includes course materials. Today, investors can choose from thousands of mutual funds and exchange traded funds (ETFs) when trying to put together the optimum investment portfolio for meeting long-term financial objectives. To navigate this maze of options, investors need a solid understanding of the risks and rewards offered by these popular investment vehicles. This 1-day seminar begins with a review of basic investment principles, including an overview of the equity and bond markets, alternative asset classes, and a history of the mutual funds and ETF industries. Participants are introduced to various investment styles and strategies (index vs. actively managed funds, financial risk-balancing techniques and the selection process using fund prospectuses, annual reports, and online resources). Students leave with a better understanding on how to construct a diversified mutual fund and ETF portfolio. Enrollment limited. Advance enrollment highly recommended. Participants may enroll at the door, space permitting; payment by credit card only. Reg# CA Through Oct 14: $95 / After: $105 Westwood: 214 Extension Lindbrook Center Sat 9am-3pm, Nov 14, 1 mtg Steven L. Gail, BA, Registered Option Principal, Amerivet Securities, Inc. 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 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 40. & Reg# CA Through Aug 21: $625 / After: $688 Sep 21-Nov 29 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. c UC credit m Online course e Not available passed/not passed & Text required M Course held during daytime hours 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. Principles of Fundraising (Hybrid) X Public Policy 4 units Required credit toward Fundraising and Nonprofit Management Certificates. Enrollment limited; early enrollment advised. Internet access required to retrieve course materials. For more information see page 40. & Reg# CA Through Aug 21: $625 / After: $688 Classroom meetings: Westwood: 107A Extension Lindbrook Center Mon 7-10pm, Sep 21 & 28; Oct 5 & 12; Nov 2, 9, 16, 23 & 30 Online sessions: Oct 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. Money Skills 101 A financial boot camp for everyone! This 4-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 UPDATED FOR 2015 Working with Boards and Volunteers X Communication 3 units This course begins with an overview of critical elements that impact successful development, followed by more hands-on opportunities to develop skills and strategies. Case studies and exercises supplement instructor presentations to explain how effective boards and committees are selected, maintained, and motivated over time and distance. Other topics include leadership skills for envisioning the future, keeping an organization on track, and helping volunteers build and articulate a case for support. Field assignments give students practical experience with local nonprofits. Required course toward Certificates in Fundraising. Enrollment limited to 30 students. Internet access required to retrieve course materials. Reg# CA Through Sep 8: $525 / After: $573 Westwood: 208 Extension Lindbrook Center Thu 7-10pm, Oct 8-Dec 10, 9 mtgs Maryellen Gleason, MBA, Kellogg School of Management, Northwestern University. Ms. Gleason is Special Projects Director, Central Advancement, University of Southern California Pacific Asia Museum and Chair, Network Education, Young Presidents Organization (YPO)/Women s YPO. Maryellen s past nonprofit and development executive-level positions include interim Chief Development Officer, USC Central Advancement; interim Executive Director, Santa Barbara Chamber Orchestra, Arts Consulting Group; President and Executive Director, Milwaukee Symphony Orchestra; and President and CEO, The Phoenix Symphony.

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 minimum of 2 courses are eligible. Of Interest to Fundraising & Nonprofit Professionals Nonprofit Accounting m Page 22. Accounting for Non-Accountants m Page 25. Fundamentals of Corporate Budgeting m Page 35. 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 Aug 30: $525 / After: $573 Sep 30-Dec 2 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. Special Events Planning X 435 Communication 1.25 units Designed for those interested in planning special events of all sizes for either public relations or fundraising outcomes, this two-day overview examines how special events, produced to gain favorable media attention, convey a specific message or secure recognition can significantly contribute to the image and reputation of a company, organization, product, or program. Participants gain a broad overview of basic marketing concepts and action plans critical to successful event coordination. Topics include getting started; setting objectives; defining a target audience and its needs; establishing a budget; theme and concept development; timeline management; catering; securing entertainment; cost-saving tips; and staying on track through administration/finance, facility/site coordination, arrangements/programming, graphics/ printed collateral, and publicity. Students develop an event plan as an in-class project. Required course toward Fundraising Certificate. Internet access required to retrieve course materials. Reg# CA Through Nov 5: $315 / After: $341 Westwood: G33E UCLA Extension Bldg. Sat & Sun 9am-5pm, Dec 5 & 6, 2 mtgs Rhoda Weiss, PhD, APR, Fellow, PRSA; President, Rhoda Weiss Marketing and Public Relations; past national chair/ceo, Public Relations Society of America; national consultant; author; speaker; recipient of 3 National Lifetime Achievement Awards in marketing, strategy, and public relations; Editor, Marketing Health Services magazine; recipient of UCLA Extension Distinguished Instructor Award, 2007 UPDATED FOR 2015 Sponsorship and Cause Marketing X Communication 2 units This course has been developed to guide marketing executives, nonprofit development officers and professionals, and others in putting to use the right approach to developing sponsorships and cause marketing partnership that not only build brand and raise funds, but drive sales and employee engagement. Consisting of a one-day overview and five follow-up sessions, this course provides a hands-on opportunity to learn and carry out a tactical plan, including the key steps, considerations, research and approaches that make a partnership work. Participants develop a fundraising marketing kit, craft a formal pitch letter and actually pitch executives from a real corporation with the opportunity to win a grant for their cause between $2,500 and $5,000. Through real-world case studies and in-class collaboration, we talk about best practices and discuss the needs of both corporate America and nonprofit organizations developing win-win partnerships that truly benefit all involved. A guest sponsor will be introduced in the first class, allowing students to learn about the corporation. Past corporations have included Chase Bank, Time Warner Cable and Toyota. Corporate representatives attend on the last evening to help evaluate students authentic pitches. This is a must have class if you want to build a sound cause marketing campaign. Elective course toward Fundraising Certificate. Advance enrollment required; no enrollment at the door. Internet access required to retrieve course materials. & Reg# CA Through Sep 3: $379 / After: $415 Westwood: 121DE Extension Gayley Center, Sat 9am-5pm, Oct 3 Mon 7-10pm, Oct 12-Nov 16, 7 mtgs Scott C. Pansky, partner, co-founder, Allison & Partners; past president, Entertainment Publicists Professional Society; president, Los Angeles Unified School District Partnership Council. Mr. Pansky speaks nationally on cause-related marketing and has developed and implemented numerous campaigns for both corporations and nonprofits, including the Leukemia and Lymphoma Society, Sony, Best Western Hotels, Philosophy, Boost Mobile, Ning, Nestlé, YouTube, Hyundai, Hasbro, HomeGoods, The Vitamin Shoppe, and Aramark, among others. Fundraising: From Theory to Practice X 491 Communication 3 units Designed to give you hands-on experience in developing and implementing various elements of a financial development program, this capstone course focuses on the practical application of fundamental information learned in earlier fundraising courses. Instruction provides an advanced treatment of topics in the field, particularly from the point of view of case studies taken from real-life experiences. You benefit from classroom lecture, group work, and individual course work. Problem solving and problem avoidance are discussed as crucial components of all financial development programs, as well as the importance of ethics as applied to all major areas of fundraising. Prerequisite: X 455 The Art of Fundraising, X 480 Successful Grant Proposals, X 435 Special Events Planning, X 497 Major Gifts, X 496 Planned Giving, X 448 Raising Funds in Today s Diverse and Changing Society, and X Working with Boards and Volunteers. Required and capstone course for the Fundraising Certificates. Must be taken as final course in certificate. Enrollment limited to 25 students. Project teams are assigned at the first meeting; must be enrolled by second class. Visitors not permitted. Internet access required to retrieve course materials. & Reg# CA Through Aug 29: $525 / After: $573 Westwood: 208 Extension Lindbrook Center Tue 7-10pm, Sep 29-Dec 1, 9 mtgs (no mtg 11/24) Michele Bignardi, Senior Vice President, Netzel Grigsby Associates, Inc. Ms. Bignardi has over 20 years experience recruiting and training volunteer committees and currently chairs the Financial Development Committee of the San Pedro and Peninsula YMCA. Nonprofit Management 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. & Reg# CA Through Aug 21: $625 / After: $688 Sep 21-Nov 29 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.

23 Enroll at uclaextension.edu or call (800) Business, Management & Legal Programs 41 Accounting Courses Of Interest to Fundraising and Nonprofit Professionals Nonprofit Accounting Page 22. Accounting for Non-Accountants Page 25. Nonprofit Organizations: Tax Compliance and Governance Page 64. (310) uclaextension.edu/accounting Principles of Fundraising (Hybrid) X Public Policy 4 units Required credit toward Fundraising and Nonprofit Management Certificates. Enrollment limited; early enrollment advised. Internet access required to retrieve course materials. For more information see page 40. & Reg# CA Through Aug 21: $625 / After: $688 Classroom meetings: Westwood: 107A Extension Lindbrook Center Mon 7-10pm, Sep 21 & 28; Oct 5 & 12; Nov 2, 9, 16, 23 & 30 Online sessions: Oct 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. The Evolving Role of Nonprofits in Society: Activism, Advocacy, and Social Responsibility m X 470 Public Policy 4 units This course is designed for any nonprofit professional who wants to enhance and expand their organization s visibility and viability. Students come away able to evaluate their nonprofit s current structure and to map out new opportunities to become more self-sustaining and more effective advocates for their mission and vision. Special interest is placed on the evolving role of nonprofits in society with in-depth discussion on the increasing reliance on nonprofits to provide critical social services and the intersectoral approach between public, private, and nonprofit organizations to address social and policy issues. For technical requirements see page 4. Required course toward Nonprofit Management Certificate and recommended to take as initial course. & Reg# CA Through Aug 28: $625 / After: $688 Sep 28-Dec 6 David Kenneth Waldman, PhD, Founder, President/ CEO, To Love Children Educational Foundation International, Inc., an NGO dedicated to creating sustainable educational development opportunities for girls in the developing world with the goal of breaking the cycle of poverty. Emergency Management & Homeland Security For more information call (310) Emergency Management and Homeland Security Information Session: A Free Event UL Management Explore the benefits of UCLA Extension s EMHS Certificate. Interact with our expert instructors and staff to learn more about the six-course program as well as career opportunities in this high-growth industry. Attendess will also get an overview of the program and courses. Admission is free, but advance registration is required. Participants must provide a valid address upon enrollment. Reg# CA Fee: $0 Westwood: 121 Extension Gayley Center, Sat 10am-12pm, Aug 29, 1 mtg EEEmergency Preparedness and Homeland Security: An Overview 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. Visitors not permitted. & Reg# CA Through Aug 22: $635 / After: $695 Westwood: 113 Extension Gayley Center, Tue 6:30-9:30pm, Sep 22-Dec 8, 12 mtgs Tim Sullivan, MS, Rear Admiral, USCG (ret). John Holmes, MBA, Vice President, Operations, Advanced Environmental Group c UC credit m Online course e Not available passed/not passed & Text required M Course held during daytime hours Emergency Management & Homeland Security (EMHS) Certificate New Name, Same Certificate! A substantial focus on security, protection, and emergency response has emerged not only from 9/11 and terrorist activities but has evolved from the severity of natural disasters and infrastructure failures in major population centers. To remain competitive, businesses need to be better prepared to respond to emergencies, have continuity plans, adhere to new regulations, and prepare its workforce for unexpected natural and man-made emergencies. With billions of dollars being spent in research, security improvements, and continuity 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. Learn: Key elements of emergency preparedness, including Department of Homeland Security issues and resources What to consider when developing a preparedness plan Federal, state, and local compliance issues and regulations How to effectively deal with human, legal, and ethical issues that arise in any disaster Tools for applying risk and vulnerability assessments to any organization How to improve existing emergency and Business Continuity Plans How to secure, prevent, respond to, and be better prepared for emergencies Private and public sector job opportunities 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) Enterprise Risk Management Certificate Earn a Certificate Essential to Business Operations A volatile marketplace, abrupt regulatory changes, supply-chain disruptions, natural disasters, and safety and security threats can imperil business and government functions. Learn core knowledge and skills essential to leaders in the growing field of risk and resiliency management, business contingency planning, and security. Help plan against threats and hazards, and ensure continued business operations. An Expanding Field Professionals who assess business risks and create plans to minimize them are part of a growing, specialized field. Supervisory and consulting jobs include Business Continuity & Contingency Planners; Managers in Business Resiliency, Capability Review & Risk Reduction; Operational Risk Analysts; Resilience & Risk Reduction Coordinators; Security Architects & Researchers; Enterprise Risk Managers. Gain Industry Expertise with our Certificate The Enterprise Risk Management Certificate goes beyond traditional, fiduciary risk management courses to provide the basics to enter a growing field or gain new skills to boost your existing career. You get: Practical knowledge: To use on the job immediately Expert instruction: From industry leaders with years of experience Modern, up-to-date curriculum: The newest practices and tools Flexible, affordable & accessible: Convenient courses for working adults with many online or evenings & weekends at our downtown Los Angeles location and Westwood. Courses are pay as you go, with no large, upfront deposits. Total costs are well below comparable programs. No degrees or prior training required under our open-admission policy. EEFundamentals of Emergency Preparedness 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). Required course in the Homeland Security and Emergency Management Certificate. Visitors not permitted. Reg# CA Through Aug 21: $635 / After: $695 Westwood: 113 Extension Gayley Center, Mon 6:30-9:30pm, Sep 21-Dec 7, 12 mtgs Gabriela Noriega, PhD, Emergency Management Coordinator, L.A. Emergency Management Dept. EEHuman, Legal-Compliance, and Ethical Issues of Emergency Preparedness (Hybrid) X Management 4 units This course provides training and education to effectively deal with the fulcrum point that determines the success or failure of every preparedness plan: the human execution of best practices in a highly stressed environment defined by minute-to-minute decisionmaking and actions. Learn how to increase plan effectiveness by working in advance to prepare others for the human, legal, and ethical issues that arise in any disaster. For technical requirements see page 4. Prerequisite: X Emergency Preparedness and Homeland Security: An Overview and X Fundamentals of Emergency Management. Required course in the Homeland Security and Emergency Management Certificate; satisfies the ethics requirement for this certificate. Visitors not permitted. Internet access required to retrieve course materials. & Reg# CA Through Aug 23: $635 / After: $695 Classroom meetings: Westwood: 112 Extension Gayley Center, Wed 6-9pm, Sep 23-Dec 16 Online sessions: Wed Oct 28; Nov 11 & 18; Dec 9 Phillip Van Saun, Director of Risk, Security & Resilience, University of California, Office of the President, Risk Services. Crisis Management and Communications: Safeguarding Image and Viability X Management 2 units Required course toward Public Relations Certificate. Elective credit toward Fundraising Certificate. Enrollment limited to 25 students. For more information see page 58. & Reg# CA Through Oct 7: $359 / After: $395 Westwood: 119A Extension Gayley Center, Sat 9am-4pm, Nov 7-21, 3 mtgs Martin M. Cooper, APR, President, Cooper Communications, Inc.; former President, Public Relations Society of America, Los Angeles Chapter. Mr. Cooper has also worked for Harshe-Rotman & Druck Public Relations, Universal Studios, Playboy Enterprises, and Disneyland. His numerous honors include PRSA s Silver Anvil Award and Outstanding Professional Award for Lifetime Achievement, and the UCLA Extension Distinguished Instructor Award, His book on crisis management, Coping with Crisis in a Complex World: Expecting the Unexpected, was published last year. Online Courses For online technical requirements see page 4. EEEmergency Preparedness and Homeland Security: An Overview m X Management 4 units Required course in the Homeland Security and Emergency Management Certificate. For more information see page 41. & Reg# CA Through Aug 21: $635 / After: $695 Sep 21-Nov 30 Tim Sullivan, MS, Rear Admiral, USCG (ret). EEFundamentals of Emergency Preparedness m X Management 4 units 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. For more information see page 42. Reg# CA Through Aug 22: $635 / After: $695 Sep 22-Dec 8 Paul Myers, PhD, CEM, Associate Director, Emergency Preparedness, Save the Children, U.S. Programs. uclaextension.edu/risk (310)

25 Enroll at uclaextension.edu or call (800) Business, Management & Legal Programs 43 EEHuman, Legal-Compliance, and Ethical Issues of Emergency Preparedness m X Management 4 units This course provides training and education to effectively deal with the fulcrum point that determines the success or failure of every preparedness plan: the human execution of best practices in a highly stressed environment defined by minute-to-minute decision-making and actions. Learn how to increase plan effectiveness by working in advance to prepare others for the human, legal, and ethical issues that arise in any disaster. For technical requirements see page 4. Prerequisite: X Emergency Preparedness and Homeland Security: An Overview and X Fundamentals of Emergency Management. Required course in the Homeland Security and Emergency Management Certificate; satisfies the ethics requirement for this certificate. & Reg# CA Through Aug 23: $635 / After: $695 Enrollment deadline: Sep 27 Phillip Van Saun, Director of Risk, Security & Resilience, University of California, Office of the President, Risk Services. EECapstone: Building the Preparedness Plan m 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. For technical requirements see page 4. Prerequisite: Successful completion of the other five required courses in the Homeland Security and Emergency Management Program. & Reg# CA Through Aug 24: $635 / After: $695 Sep 24-Dec 3 Enrollment deadline: Sep 28 Lauren Ohl-Trlica, MSc, CEM, Deputy Coordinator, Arlington County Office of Emergency Management, UCLA EH&S/Office of Emergency Management. Enterprise Risk Management EEEmergency Preparedness and Homeland Security: An Overview 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. Visitors not permitted. & Reg# CA Through Aug 22: $635 / After: $695 Westwood: 113 Extension Gayley Center, Tue 6:30-9:30pm, Sep 22-Dec 8, 12 mtgs Tim Sullivan, MS, Rear Admiral, USCG (ret). John Holmes, MBA, Vice President, Operations, Advanced Environmental Group. EEHuman, Legal-Compliance, and Ethical Issues of Emergency Preparedness (Hybrid) X Management 4 units This course provides training and education to effectively deal with the fulcrum point that determines the success or failure of every preparedness plan: the human execution of best practices in a highly stressed environment defined by minute-to-minute decisionmaking and actions. Learn how to increase plan effectiveness by working in advance to prepare others for the human, legal, and ethical issues that arise in any disaster. For technical requirements see page 4. Prerequisite: X Emergency Preparedness and Homeland Security: An Overview and X Fundamentals of Emergency Management. Required course in the Homeland Security and Emergency Management Certificate; satisfies the ethics requirement for this certificate. Visitors not permitted. Internet access required to retrieve course materials. & Reg# CA Through Aug 23: $635 / After: $695 Classroom meetings: Westwood: 112 Extension Gayley Center, Wed 6-9pm, Sep 23-Dec 16 Online sessions: Wed Oct 28; Nov 11 & 18; Dec 9 Phillip Van Saun, Director of Risk, Security & Resilience, University of California, Office of the President, Risk Services. Crisis Management and Communications: Safeguarding Image and Viability X Management 2 units Required course toward Public Relations Certificate. Elective credit toward Fundraising Certificate. Enrollment limited to 25 students. For more information see page 58. & Reg# CA Through Oct 7: $359 / After: $395 Westwood: 119A Extension Gayley Center, Sat 9am-4pm, Nov 7-21, 3 mtgs Martin M. Cooper, APR, President, Cooper Communications, Inc.; former President, Public Relations Society of America, Los Angeles Chapter. Mr. Cooper has also worked for Harshe-Rotman & Druck Public Relations, Universal Studios, Playboy Enterprises, and Disneyland. His numerous honors include PRSA s Silver Anvil Award and Outstanding Professional Award for Lifetime Achievement, and the UCLA Extension Distinguished Instructor Award, His book on crisis management, Coping with Crisis in a Complex World: Expecting the Unexpected, was published last year. Courses of Interest to HR Professionals Supplement your Human Resources Certificate or brush up on important skills with these short courses. Dealing Tactfully with Difficult People Page 29. Communication Effectiveness: Tips for Active Listening and Straight Talking Page 29. Delivering Effective Presentations Page 30. Creating Quality Leadership Page 49. Online Courses For technical requirements see page 4. EEEmergency Preparedness and Homeland Security: An Overview m X Management 4 units Required course in the Homeland Security and Emergency Management Certificate. For more information see page 42. & Reg# CA Through Aug 21: $635 / After: $695 Sep 21-Nov 30 Tim Sullivan, MS, Rear Admiral, USCG (ret). EEHuman, Legal-Compliance, and Ethical Issues of Emergency Preparedness m X Management 4 units This course provides training and education to effectively deal with the fulcrum point that determines the success or failure of every preparedness plan: the human execution of best practices in a highly stressed environment defined by minute-to-minute decision-making and actions. Learn how to increase plan effectiveness by working in advance to prepare others for the human, legal, and ethical issues that arise in any disaster. For technical requirements see page 4. Prerequisite: X Emergency Preparedness and Homeland Security: An Overview and X Fundamentals of Emergency Management. Required course in the Homeland Security and Emergency Management Certificate; satisfies the ethics requirement for this certificate. & Reg# CA Through Aug 23: $635 / After: $695 Enrollment deadline: Sep 27 Phillip Van Saun, Director of Risk, Security & Resilience, University of California, Office of the President, Risk Services. EEEstablishing a Successful Business 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 (11 online sessions, from Mon, Sep 28 through Sun, Dec 13.) C. Scott Hindell, Principal, Hindell Consulting. Leading and Motivating Employees Page 49. Creating High-Performance Teams Page 49. 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 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 Sep 9: $335 / After: $365 Westwood: 131 Extension Gayley Center, Fri 9am-4pm, Oct 9 & 16, 2 mtgs Angela J. Reddock-Wright, JD, BA, Managing Attorney, Reddock Law Group.

26 44 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. 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 Sep 6: $579 / After: $ C UCLA Extension DTLA, 261 S. Figueroa St. Tue 6:30-9:30pm, Oct 6-Dec 15, 11 mtgs Tim Farrell, JD, BA, SPHR, Vice President, Senior HR Business Partner, City National Bank. EECross-Cultural Communication and Management in a Global Workforce X Management 4 units Applies to General Business Studies Certificate. Enrollment limited. Internet access required to retrieve course materials. For more information see page 30. & Reg# CA Through Aug 29: $579 / After: $635 UCLA: 148 Royce Hall Tue 6:30-9:30pm, Sep 29-Dec 8, 11 mtgs Enrollment deadline: Oct 13 Marlea Welton, MS, Adjunct Professor, Santa Monica College. c UC credit m Online course e Not available passed/not passed & Text required M Course held during daytime hours 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 Aug 21: $579 / After: $635 Westwood: 121C Extension Gayley Center, Mon 6:30-9:30pm, Sep 21-Dec 7, 11 mtgs (no mtg 9/28) Tim Farrell, JD, BA, SPHR, Vice President, Senior HR Business Partner, 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 Aug 24: $579 / After: $635 UCLA: 3134 Rolfe Hall Thu 6:30-9:30pm, Sep 24-Dec 10, 11 mtgs Phillip Ray, MS, Managing Director, Principal, Odyssey Consulting 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. &

27 Enroll at uclaextension.edu or call (800) Business, Management & Legal Programs 45 Reg# CA Through Aug 30: $579 / After: $ A UCLA Extension DTLA, 261 S. Figueroa St. Wed 6:30-9:30pm, Sep 30-Dec 16, 11 mtgs (no mtg 11/11) Denise L. Jackson, MA, Director of Employee Relations, Career Education Corp. 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 Aug 30: $579 / After: $635 UCLA: 2325 School of Public Affairs Bldg. Wed 6:30-9:30pm, Sep 30-Dec 16, 11 mtgs (no mtg 11/11) 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. Internet access required to retrieve course materials. & Reg# CA Through Aug 29: $579 / After: $ B UCLA Extension DTLA, 261 S. Figueroa St. Tue 6:30-9:30pm, Sep 29-Dec 8, 11 mtgs Michael R. Kilroy, MBA, SPHR, Senior Vice President, Business Partner Manager, City National Bank. 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. & Reg# CA Through Aug 21: $579 / After: $635 UCLA: 164 Royce Hall Mon 6:30-9:30pm, Sep 21-Nov 30, 11 mtgs Wayne Schulman, MA, JD, CBP, Senior Vice President, Human Resources and Corporate Counsel, Logix Federal Credit Union. EEInternational Human Resources Management 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; employment-related taxation; leadership, management, and supervisory practices among international corporations; immigration; permanent resident and temporary work visa status; and expatriate and repatriation policies and practices. Elective course in International Trade and Commerce Certificate. Internet access required to retrieve course materials. & Reg# CA Through Aug 30: $579 / After: $635 UCLA: 178 Dodd Hall Wed 6:30-9:30pm, Sep 30-Dec 16, 11 mtgs (no mtg 11/11) Sal Sangi, MA, HR Consultant. 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 Aug 29: $579 / After: $635 UCLA: 162 Dodd Hall Tue 6:30-9:30pm, Sep 29-Dec 8, 11 mtgs Gerald J. Alcantar, JD, Vice President, Diversity Development, Fox Entertainment Group EEAdvanced Human Resources Management X Management 4 units This advanced course is designed for HR professionals who wish to make an effective contribution at a strategic level in today s rapidly changing organizations, internally or as external consultants. Students will integrate the knowledge gained through previous coursework and experience and build on that conceptual foundation through lecture, class discussions, presentations, real-life case studies, and practical application. Emerging issues in human resource management will be discussed. Covered topics include: transforming HR from the outside in, HR professionals as strategic partners, the six domains of HR competencies, advanced communication and negotiation tactics for effective dialogue with senior management, designing strategies to re-engage employees and heighten productivity, understanding and addressing the increasing multi-generational issues, and implementing a retention strategy that addresses the needs of all generations. Advanced HR For HR Professionals Preparing for the Professional in Human Resources (PHR) & Senior Professional in Human Resources (SPHR) Examinations 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) management skills such as consultation skills, coaching, change management, and facilitation skills will be explored and practiced. Students will learn how to safeguard their organization s bottom-line by acquiring the high-level skills needed to excel as an HR leader. Prerequisite: X 450 Elements of Human Resources Management or consent of instructor. Completion of all required core classes or minimum of two years of work experience. Internet access required to retrieve course materials. & Reg# CA Through Aug 21: $579 / After: $635 Westwood: 111 Extension Gayley Center, Mon 6:30-9:30pm, Sep 21-Nov 30, 11 mtgs Farnaz Tabaee, EdD, Founder/CEO, Improv4Leaders, Leadership Development and Organization Development Consulting. EEHuman Capital Management X Management 4 units The effective management of human capital, one of any organization s key investments, is critical to success. Clear accountability for human capital management, strong systems to support its development and growth, and an HR structure that is aligned to deliver results, differentiates world-class HR functions. This course focuses on connecting business strategy with human capital strategy, and the resulting impact 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, you examine what these issues mean to the HR organization and their personal careers, as well as gain concrete tools and action plans for elevating the HR function within an organization. Prerequisite: X 450 Elements of Human Resources Management or consent of instructor. & Reg# CA Through Aug 24: $579 / After: $635 UCLA: 1323 School of Public Affairs Bldg. Thu 6:30-9:30pm, Sep 24-Dec 10, 11 mtgs Harriet L. Cohen, MEd, President, Training Solutions. Steven L. Keleman, EdD, Performance Improvement, Keleman & Associates. 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.

28 46 Business, Management & Legal Programs Enroll at uclaextension.edu or call (800) 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 Aug 28: $335 / After: $365 (This class meets for 6 weeks, from Monday, September 28 through Sunday, November 8.) Rachel Choppin, MA, Principal, HR 4 You. Corin Choppin, BA, Partner Political Consultant, Capitol Campaigns. 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 Through Aug 29: $615 / After: $675 (9 online sessions, from Tue, Sep 29 through Mon, Nov 30.) Kathy Gilroy, MA, Human Resources Manager, Safety Insurance. Reg# CA Through Aug 30: $615 / After: $675 (9 online sessions, from Wed, Sep 30 through Tue, Dec 1.) 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 no formal experience in statistics is required, students must demonstrate basic high schoollevel math/numerical skills; a knowledge of basic algebra is also recommended. Enrollment limited. & Reg# CA (This class meets for 9 weeks, from Monday, September 28 through Sunday, November 29.) Bob Barrett, EdD, Professor, American Public University System (American Public University and American Military 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 Sep 1: $615 / After: $675 Jennifer K. Burns, MLIR, Bank of America; Vice President, Business Support Manager, Global Human Resources, Global Staffing. 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 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. For technical requirements see page 4. Prerequisite: X 450 Elements of Human Resources Management or consent of instructor. & Reg# CA Through Aug 29: $615 / After: $675 (9 online sessions, from Tue, Sep 29 through Mon, Nov 30.) Donald Baird Burnell, PhD, Principal, Human Capital Management Services, The Burnell Group, LLC. 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 Through Sep 1: $615 / After: $675 (9 online sessions, from Thu, Oct 1 through Wed, Dec 2.) Daniel A. Van Bogaert, JD, Executive Compensation and Benefits, ERISA Compliance Consulting. 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 Aug 30: $615 / After: $675 (9 online sessions, from Wed, Sep 30 through Tue, Dec 1.) Robert F. Archibold, MPA, Director of Employee Relations, Centura Health, Inc. EEStrategic Human Resources Management m X Management 4 units Leadership in the field of Human Resources requires much more skill and knowledge today than it has in the past. CEOs and boards have higher expectations for the role of the HR leader as a knowledgeable business partner and strategic leader. This course introduces the seasoned HR practitioner to areas of knowledge CEOs expect, and helps participants develop a comfort speaking the same language as other business leaders to effectively partner at the senior levels of the organization. A multitude of resources are used and topics include a history of HR management, identification and analysis of strategic trends, the dynamics of changing technology, best practices in HR systems design, financial acumen for HR professionals, HR s role in effective Sarbanes-Oxley implementation, mergers and acquisitions strategy, HR metrics and the ROI (return on investment) of human resources. For technical requirements see page 4. Prerequisite: X 450 Elements of Human Resources Management or consent of instructor. Enrollment limited. & Reg# CA Through Aug 29: $615 / After: $675 (9 online sessions, from Tue, Sep 29 through Mon, Nov 30.) Mark A. White, MBA, Director, Organizational Development, Kraft Foods North American Manufacturing. 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. EEManaging Change in Organizations m X Management 2 units Change is all around us. We are continually asked to manage change in our own lives and organizations. Yet change unfolds through personal and organizational resistance. This course focuses on planning and managing change and provides frameworks and tools to implement it. Examine personal and organizational approaches to dealing with change through case studies and extensive group activity. Teaching is experiential and involves simulation of the change process. For technical requirements see page 4. Enrollment limited. & Reg# CA Through Sep 27: $335 / After: $365 (This class meets for 6 weeks, fromtuesday, October 27 through Monday, December 7.) Rachel Choppin, MA, Principal, HR 4 You. Susmitha Valvekar, MA, MPhil, certified in Human Resource Administration. 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 45. & Reg# CA Through Sep 1: $615 / After: $675 (9 online sessions, from Thu, Oct 1 through Wed, Dec 2.) James W. Adams, Jr., JD, Attorney; Director, James W. Adams, Jr., PC. Other Courses of Interest to Human Resource Professionals EEOrganizational Communication X Management 4 units Internet access required to retrieve course materials. For more information see page 30. & Reg# CA Through Aug 21: $579 / After: $635 UCLA: 150 Royce Hall Mon 6:30-9:30pm, Sep 21-Nov 30, 11 mtgs Thomas McCluskey, MS, President, 551 Productions.

29 Enroll at uclaextension.edu or call (800) Business, Management & Legal Programs 47 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 32. & Reg# CA Through Aug 21: $579 / After: $ B UCLA Extension DTLA, 261 S. Figueroa St. Mon 6:30-9:30pm, Sep 21-Nov 30, 11 mtgs Brandon Shamim, MS, President/Co-Founder, Beacon Management Group. 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. EEInternational Accounting X Management 4 units Prerequisite: X 1A and X 1B Principles of Accounting, or consent of instructor. Business-related elective in the Accounting Certificate. For more information see page 22. & Reg# CA Through Aug 29: $559 / After: $615 UCLA: 1264 School of Public Affairs Bldg. Tue 6:30-9:30pm, Sep 29-Dec 8, 12 mtgs (1 mtg to be arranged) Dewey Norton, MA, CMA, MBA 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. Internet access required to retrieve course materials. & Reg# CA Through Aug 21: $579 / After: $635 UCLA: 5436 Boelter Hall Mon 6:30-9:30pm, Sep 21-Nov 30, 11 mtgs Maria Keller, MBA, Director/Consultant, Keller Group. 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 Aug 21: $579 / After: $635 UCLA: 120 La Kretz Hall Mon 6:30-9:30pm, Sep 21-Nov 30, 11 mtgs Ashok B. Sadhwani, GDMM, CHB, CEO, Asmara USA Inc. EEExport Documentation, Traffic, and Banking X Management 4 units 33 hours of MCLE credit available. Designed to provide hands-on working knowledge of export documentation and procedures, including banking, insurance, and traffic, this course covers the export transaction from inception to receipt of payment. Instruction broadens the base of knowledge for those already in international business and immerses the novice in international commerce concerns. Topics include costing, quotations, letters of credit, marine insurance, maritime law, contracts, bills of lading, and corresponding via traditional and high-tech means. Enrollment limited. Course materials are available both in class and via Internet. & Reg# CA Through Aug 22: $579 / After: $635 UCLA: 5436 Boelter Hall Tue 6:30-9:30pm, Sep 22-Dec 1, 11 mtgs Michael A. Baker, JD, attorney-at-law. EEGlobal Supply Chain Management 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. Prerequisite: X Introduction to International Business and X Fundamentals of International Trade. Enrollment limited. & Reg# CA Through Aug 21: $579 / After: $635 UCLA: 5273 Boelter Hall Mon 6:30-9:30pm, Sep 21-Nov 30, 11 mtgs Katya Rodriguez, MBA, Adjunct Faculty, Santa Monica Community College 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. (310) uclaextension.edu/internationaltrade 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. Internet access required to retrieve course materials. & Group B: Elective Courses (4 required) Students choosing a concentration are required to complete 4 elective courses within one of the following concentrations: Global Business Management Import/Export Operations Financial Management 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. Reg# CA Through Aug 24: $579 / After: $635 Westwood: 216 Extension Lindbrook Center Thu 6:30-9:30pm, Sep 24-Dec 10, 11 mtgs David E. French, MBA, President, David French & Associates, LLC, A Business Strategy Consultancy. c UC credit m Online course e Not available passed/not passed & Text required M Course held during daytime hours

30 48 Business, Management & Legal Programs Enroll at uclaextension.edu or call (800) 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. EEDoing Business in the U.S. 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. Enrollment limited. Internet access required to retrieve course materials. & Reg# CA Through Aug 23: $579 / After: $635 Westwood: 121C Extension Gayley Center, Wed 6:30-9:30pm,, 11 mtgs (no mtg 11/11) David E. French, MBA, President, David French & Associates, LLC, A Business Strategy Consultancy. 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. Internet access required to retrieve course materials. & 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. Reg# CA Through Aug 24: $579 / After: $635 UCLA: 5436 Boelter Hall Thu 6:30-9:30pm, Sep 24-Dec 10, 11 mtgs Maria Keller, MBA, Director/Consultant, Keller Group. EEGlobal Currency Management X Management 4 units Elective course in Certificate in Finance. For more information see page 35. & Reg# CA Through Aug 24: $559 / After: $615 UCLA: 2238 School of Public Affairs Bldg. Thu 6:30-9:45pm, Sep 24-Dec 10, 11 mtgs Michael A. Baker, JD, attorney-at-law. 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. Internet access required to retrieve course materials. & Reg# CA Through Aug 22: $579 / After: $635 Westwood: 131 Extension Gayley Center, Tue 6:30-9:30pm, Sep 22-Dec 1, 11 mtgs Omario S. Kanji, JD, Partner, Price Cao Kanji PRC Lawyers 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 Through Aug 23: $615 / After: $675 Charles Jumper, MBA, Assistant Professor, Broward College EELaw in International Business m 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. & Reg# CA Through Aug 21: $615 / After: $675 Sep 21-Nov 30 Dec 6 Enrollment deadline: Sep 25 Sharon D Jumper, JD EEImport Operations and Techniques m 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 Aug 21: $615 / After: $675 Sep 21-Nov 30 Dec 6 Enrollment deadline: Sep 25 Ashok B. Sadhwani, GDMM, CHB, CEO, Asmara USA Inc. EEInternational Finance m X Management 4 units Prerequisite: X Introduction to International Business and X 130A Basics of Managerial Finance. Elective course in Certificate in Finance. Enrollment limited. For more information see page 36. & Reg# CA Through Aug 30: $625 / After: $685 Sep 30-Dec 9 Salman A. Sadiq, BA, MBA, JD, Attorney, Financial Industry Regulatory Authority. EEDoing Business in Latin America m X Management 4 units The Latin American region has been subjected to major political, social, and economic changes during the past decade that impact the way business is conducted throughout the region. The passage of the North American Free Trade Agreement (NAFTA) and the Central American Free Trade Agreement (CAFTA) presents opportunities and challenges for this dynamic part of the world. This course provides entrepreneurs, business executives, and international trade professionals the background necessary to meet the challenge of conducting business effectively in Latin America. Topics include economic structures, demographics, political and cultural features, business customs and traditions, marketing, negotiation, and regulatory ground rules for a number of countries in the region. & Reg# CA Through Aug 21: $615 / After: $675 Sep 21-Nov 30 Dec 6 Enrollment deadline: Sep 25 Gustavo Demoner, MBA, Adjunct Professor, CSU Dominguez Hills. 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 47. & Reg# CA Through Aug 21: $615 / After: $675 Sep 21-Nov 30 Dec 6 Zeph Phillips, Executive General Manager, Carbon Management International, Inc. EEGlobal Business Skills: Planning and Negotiating Strategies m X Management 4 units Enrollment limited. For more information see page 48. & Reg# CA Through Aug 21: $615 / After: $675 Sep 21-Nov 30 Dec 6 Anna Phillips, PhD EEInternational Business Management m X Management 4 units Prerequisite: X Introduction to International Business or consent of instructor. Enrollment limited. For more information see page 48. & Reg# CA Through Aug 21: $615 / After: $675 Sep 21-Nov 30 Dec 6 Siham Benkacem Lahlou, MBA, PhD 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 22. & Reg# CA Lee P. Krueger, MBA, Senior Finance Manager, Walt Disney World Co.

31 Enroll at uclaextension.edu or call (800) Business, Management & Legal Programs 49 Leadership & Management For more information call (310) or 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 Aug 29: $579 / After: $635 UCLA: 1270 School of Public Affairs Bldg. Tue 6:30-9:30pm, Sep 29-Dec 8, 11 mtgs Enrollment deadline: Oct 13 Kevin J. Grachi, MBA, BSME, Founder and Consultant, Training & Improvement Solutions. EELeadership Communication Strategies X Management 4 units Accelerated daytime format. This course is designed to improve interpersonal behaviors and communication skills for those in leadership roles with the goal of improving relationships, productivity, and the quality of work. Topics include a review of basic communication skills: listening, self-disclosure, and methods of expression; more advanced skills: nonverbal communication, influencing behaviors, addressing hidden agendas, and male/ female communication in the workplace; conflict management skills; assertiveness; and responding to criticism. Experiential exercises, role-playing, and small-group activities provide opportunities to practice different behaviors and integrate these skills into personal strategies. Elective course in the Business Fundamentals Certificate. Internet access required to retrieve course materials. & Reg# CA Through Aug 23: $669 / After: $735 Westwood: 131 Extension Gayley Center, Mon & Wed 9am-12pm, Sep 23-Oct 28, 11 mtgs Murray D. Johannsen, MBA, MA, President, Legacee Corporate Services, Inc. EECross-Cultural Communication and Management in a Global Workforce X Management 4 units Applies to General Business Studies Certificate. Enrollment limited. Internet access required to retrieve course materials. For more information see page 30. & Reg# CA Through Aug 29: $579 / After: $635 UCLA: 148 Royce Hall Tue 6:30-9:30pm, Sep 29-Dec 8, 11 mtgs Enrollment deadline: Oct 13 Marlea Welton, MS, Adjunct Professor, Santa Monica College. The Manager s Toolkit For more information call (310) or [email protected]. Creating Quality Leadership Management 0.6 CEU What are the attributes of quality leadership? How do we lead so that our co-workers, supervisors, and customers will want to follow? Quality leaders create a compelling vision of the future and develop the strategies to achieve it. They lead with both emotional intelligence and brains to move their organizations forward. They are change creators and change managers. Drawing on examples from your life and work experience, research on leadership, and thought-stimulating classroom activities, this course offers key principles and proven strategies guaranteed to give participants the confidence and know-how to successfully practice the art and science of leadership. Reg# CA Through Oct 6: $195 / After: $215 Westwood: Westwood Center Fri 9am-4pm, Nov 6, 1 mtg Enrollment deadline: Nov 5 Christopher Babson, MBA, Owner, Breakout Success Leading and Motivating Employees Management 0.6 CEU All supervisors and managers especially those newly responsible for directing the work of others can become change agents if they understand the role of the leader. To develop this understanding, you must start with an awareness of your own communication style and how it affects others, as well as develop an appreciation for the different ways people approach work and are motivated to achieve. This seminar focuses on leading as a means to affect change and accomplish desired results. Participants learn to assess and understand their individual styles and behaviors, then analyze how these attributes can be harnessed in a leadership role. The seminar also examines powerful methods for motivating employees. Reg# CA Through Sep 23: $195 / After: $215 Westwood: Westwood Center Fri 9am-4pm, Oct 23, 1 mtg Thomas McCluskey, MS, President, 551 Productions. Creating High-Performance Teams Management 0.6 CEU Teams of all sorts management, project, new product, production, and customer service are common in organizations today. However, results in task accomplishment are mixed, success rates low, and there is a lot of confusion about what really works. This seminar covers how to distinguish real teams from other forms of collaboration; how adequate skill, motivation, and performance strategy determine success; what the larger organization must provide in purpose, design, and support; how to utilize inherent team dynamics for positive results; and what roles by the team leader or coach are helpful. The seminar includes discussion of the instructor s successful team cases, a checklist for success, and supporting evidence. Advance enrollment required; no enrollment at the door. Reg# CA Through Sep 16: $195 / After: $215 Westwood: Westwood Center Fri 9am-4pm, Oct 16, 1 mtg Enrollment deadline: Oct 15 Steven L. Keleman, EdD, Performance Improvement, Keleman & Associates. 10% Discount for UC Alumni Association Members Members of the UCLA Alumni Association and other UC Alumni Associations are eligible for a 10% discount (up to $50 maximum) on Extension instructor-led courses. Browse this catalog and find the course that s right for you! For complete discount information see page 162. Also of Interest For more information on the Health Care Management and Leadership Certificate see page 99 or call (310) Becoming a Rainmaker: Networking, Sales Skills, and Image Management 1.5 CEU Course offered in collaboration with Bruin Professionals. Are you interested in climbing the corporate ladder at work? Do you want to grow your own business? This course will teach you how. Through a combination of seminar style and learning by doing, you ll learn how to read people, how to create and deliver your unique brand, everything you need to know about networking, plus you ll develop excellent presentation skills. Additionally, the course will cover the history of sales and fundamental sales techniques. Gain the skills to improve your results at work! Enrollment limited to 30 students. Visitors not permitted. Reg# CA Fee: $245 UCLA: 2325 Public Affairs Bldg. Mon 7-9:30pm, Sep 28-Nov 9, 6 mtgs (no mtg 10/5) Andrew Dale, Managing Partner, Western Ridge Financial & Insurance. c UC credit m Online course e Not available passed/not passed & Text required M Course held during daytime hours 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. Legal Programs For more information about legal courses call (310) Online Courses For technical requirements see page 4. Introduction to Legal Technology m X 410 Law 4 units Technology is transforming data and records management, the delivery of legal services, and the management of law practice. Intended for legal professionals, especially paralegals, attorneys, litigation support professionals, and legal secretaries, this introductory course provides a rich foundation to understand, and proficiently work with, the technology utilized in the current legal environment. Skills developed include document creation and assembly, spreadsheet software, and data and case management. Additionally, students will gain an understanding of the growing and critical role of electronic discovery in litigation, including electronic discovery workflow and processes, and the production of electronically stored information. The course also will expose students to litigation support and case management software, and provide an introduction to presentation tools used in today s courtrooms. For technical requirements see page 4. Enrollment limited; early enrollment advised. & Reg# CA Through Aug 23: $659 / After: $725 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 Aug 23: $755 / After: $825 Sep 23-Dec 16

32 50 Business, Management & Legal Programs Enroll at uclaextension.edu or call (800) Paralegal Training Program Downtown Los Angeles & Westwood Plus... Jump Start Your Paralegal Career at Our Free Information Session (For the Fall and Winter Programs) Sat, 10am-12pm, Aug 22 Room 108 UCLA Extension DTLA (formerly Figueroa Courtyard) Enroll by using Reg# CA Join us at our free information session! 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: Sep 21 UCLA Extension DTLA Application Deadline: Sep 1 Page Month Evening Program Tue & Thu, 6:30-10pm Start Date: Sep 23 Westwood: UCLA Extension Building, Room G33E Application Deadline: Sep 1 Page 51. 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]. Legal Secretary Training Program (Online) Designed for Working Professionals Like You Sep 23-Dec 16 Develop the knowledge and skills to enjoy a rewarding career as a legal secretary. In just 12 weeks you will 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 51. (310) uclaextension.edu/lstp 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 Aug 23: $659 / After: $725 Sep 23-Dec 16 Sanjesh Sharma, JD, Loyola Law School; BS, UCSD. Legal Research, Analysis, and Writing in a Tribal Context m X Law 4.5 units Designed for non-lawyers, this course offers an overview of legal research and analysis along with extensive legal research practice exercises in the area of federal, state, and tribal laws that affect American Indian/Alaska Native populations. Students learn how to conduct legal research and legal analysis in a law library and online (primarily using the Tribal Court Clearinghouse (www. tribal-institute.org) as the entry point for free online legal research). Instruction focuses on research and analysis of statutory laws, administrative regulations, and case law as they affect American Indian/Alaska Native tribes. In addition to learning how to research and analyze federal and state law, the course also emphasizes researching and analyzing tribal law. Students are provided with an overview of advanced legal research issues and basic legal writing techniques (primarily legal letter writing). For technical requirements see page 4. Enrollment limited. & Reg# CA Fee: $665 Sep 30-Dec 9 Heather Valdez Singleton, MA, Public Policy, Harvard; MA, American Indian Studies, UCLA 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 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. & Reg# CA Through Aug 30: $605 / After: $665 Sep 30-Dec 16 Julia Coates, PhD, Tribal Councilor, Cherokee Nation Introduction to Tribal Legal Studies m X 490 Law 4.5 units This course provides a broad overview of the most important issues involved in tribal legal studies, including an overview of tribal government, the history of tribal court systems, legal structure of tribal courts, tribal court criminal and civil jurisdiction, roles in tribal court systems, tribal court management, due process, appellate courts, the Indian Civil Rights Act, and the Indian Child Welfare Act. Students receive an introduction to the basic concepts of legal studies and the legal studies program. The course addresses tribal common law and traditional dispute resolution methods, including an extensive examination of the process of the incorporation of tribal custom and tradition into the court system and the development of tribal common law. Students also study issues involved in the development and implementation of such traditional dispute resolution mechanisms as peacemaking courts. For technical requirements see page 4. Enrollment limited. & Reg# CA Fee: $665 Sep 30-Dec 16 John P. Bathke, JD, Director, Kumeyaay Community College

33 Enroll at uclaextension.edu or call (800) Business, Management & Legal Programs 51 Courses of Interest for Legal Professionals + + Estate Planning Page Taxation of Corporations and Shareholders Page Partnership Taxation Page 64. Federal Tax Practice and Procedures m Page Also offered online 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. 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 Aug 23: $735 / After: $805 Sep 23-Dec 16 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 practicing judges, attorneys, paralegals, and other legal professionals. Assistance in career counseling and job search opportunities are available to current students and program graduates. Paralegals may not provide legal services directly to the public, except as permitted by law. Lifetime placement assistance is available. For more information regarding how to apply, ptp@ uclaextension.edu, call (310) , or visit uclaextension.edu/paralegal. Visitors not permitted. Course materials are available both in class and via Internet. Web enrollments automatically generate a Permission to Enroll request. Internet access required to retrieve course materials. & Reg# CA Fee: $7, UCLA Extension DTLA, 261 S. Figueroa St. Mon, Tue, Wed, Thu & Fri 9am-12:30pm, Sep 21-Feb 22, 86 mtgs Aymara Zielina, JD Reg# CA Fee: $7,495 Westwood: G33E UCLA Extension Bldg. Mon & Wed 6:30-10pm, Sep 23-Aug 17, 86 mtgs Aymara Zielina, JD Also of Interest For more information on the Health Care Management and Leadership Certificate see page 108 or call (310) 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 Aug 23: $659 / After: $725 Westwood: 131 Extension Gayley Center, Wed 6-10pm, Sep 23-Dec 16, 12 mtgs (no mtg 11/11) Alan D. Wallace, JD, recipient, UCLA Extension Distinguished Instructor Award, Offered This Quarter Introduction to Legal Technology ediscovery (310) uclaextension.edu/legaltech 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. Internet access required to retrieve course materials. & Reg# CA Through Aug 22: $579 / After: $635 UCLA: 3126 Rolfe Hall Tue 6:30-9:30pm, Sep 22-Dec 1, 11 mtgs Marc D. Villarreal, BA, Executive VP, Branding, Integrity Media. Reg# CA Through Aug 23: $579 / After: $ UCLA Extension DTLA, 261 S. Figueroa St. Wed 7-10pm,, 11 mtgs (no mtg 11/11) Javon Austin Frazier, MBA, BA, Principal, Maestro Media Consulting. 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 of advertising initiatives features current campaigns, agency relationship, and media organizations. Target audience development, product positioning, creative messaging, media strategies, and campaign execution are also explored. Elective course in the Certificate in Business Fundamentals. Enrollment limited to 35 students. Internet access required to retrieve course materials. & Reg# CA Through Aug 22: $579 / After: $635 UCLA: A25 Haines Hall Tue 6:30-9:30pm, Sep 22-Dec 1, 11 mtgs Cameron L. Andrews, MA, Principal Owner, Pier Communications.

34 52 Business, Management & Legal Programs Enroll at uclaextension.edu or call (800) Marketing Certificate This 36-unit program is designed to prepare students with the skills needed for success in the dynamic and competitive field of marketing. It is intended for individuals seeking a marketing career as well as business professionals who want to update their skills and keep abreast of emerging trends. Required courses build strong foundational skills in core subject areas and develop analytical, critical, and creative thinking. Elective courses guide students into functional areas of marketing, allowing them to develop skills necessary to take on the many challenges present in this constantly evolving field. Group A: Core Courses (24 Units Required) (Courses are 4 units unless otherwise specified.) X 160 Marketing Principles and Practices X 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 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. 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. Internet access required to retrieve course materials. & Reg# CA Through Oct 4: $359 / After: $395 UCLA: 162 Dodd Hall Wed 7-10pm, Nov 4-Dec 9, 6 mtgs (no mtg 11/11; 1 mtg to be arranged) Steven Brand, Marketing Manager, Centinela Hospital Medical Center 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 Aug 22: $579 / After: $635 UCLA: 2278 School of Public Affairs Bldg. Tue 6:30-9:30pm, Sep 22-Dec 8, 11 mtgs (no mtg 11/24) Jennifer Hannon, MBA, Principal, Projects 4 Progress. EENew Media Marketing X Management 4 units Accelerated Daytime format. 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 ll learn how to integrate these tools and tactics into goal-oriented campaigns that enhance brands, create a buzz, and motivate desired behaviors. You do not need any prior knowledge of these media, and no programming skills are needed, but Internet access outside of the classroom is required. Internet access required to retrieve course materials. & Reg# CA Through Aug 23: $669 / After: $735 Westwood: 119A Extension Gayley Center, Mon & Wed 9am-12pm, Sep 23-Oct 28, 11 mtgs 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. Internet access required to retrieve course materials. & Reg# CA Through Aug 23: $579 / After: $635 UCLA: A18 Haines Hall Wed 7-10pm,, 11 mtgs (no mtg 11/11) Alexandre P. Nascimento, MBA, PMP Reg# CA Through Aug 29: $669 / After: $735 Westwood: 131 Extension Gayley Center, Tue & Thu 1-4pm, Sep 29-Nov 3, 11 mtgs Marc D. Villarreal, BA, Executive VP, Branding, Integrity Media. Reg# CA Through Aug 24: $579 / After: $635 UCLA: 5264 Boelter Hall Thu 6:30-9:30pm, Sep 24-Dec 10, 11 mtgs Marc D. Villarreal, for more information see page 52. EEExtreme Marketing X Management 4 units In the footsteps of what has been known as guerilla marketing, this course explores the latest trends in viral, grassroots, and buzz marketing and other innovative methods used to create a comprehensive marketing strategy without breaking the bank. Students explore tools and strategies to develop a marketing plan that utilizes resources to their fullest potential and tests students individual creativity and innovation. Internet access required to retrieve course materials. & Reg# CA Through Aug 21: $579 / After: $635 UCLA: 5128 Math Sciences Mon 7-10pm, Sep 21-Nov 30, 11 mtgs Peter Kraus, President/Owner, Interwoven Business Consulting, specializing in sales, marketing, and start-ups. EEGlobal Marketing and Strategy X Management 4 units Accelerated Daytime Format. This course lays the foundation of a competitive advantage in the global marketplace by providing a hands-on understanding of the competitive implications affecting global marketing strategies. It also covers the factors that govern the decision to enter export marketing and analyzes planning, organizing, and managing an international business marketing strategy. Topics include foreign market surveys; the role of competitive intelligence; understanding trade barriers, pricing, distribution channels, and cultural differences that affect marketing strategies; and how to create a competitive marketing strategy. Students will gain a comprehensive understanding of global competitive marketing core concepts and how global competitive marketing strategies can affect a

35 Enroll at uclaextension.edu or call (800) Business, Management & Legal Programs 53 company s future performance. Internet access required to retrieve course materials. & Reg# CA Through Oct 3: $669 / After: $735 Westwood: Westwood Center Tue & Thu 1-4pm, Nov 3-Dec 10, 11 mtgs Nance A. Rosen, MBA, author of Speak Up! & Succeed. 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. Internet access required to retrieve course materials. & Reg# CA Through Aug 23: $579 / After: $635 UCLA: 1209B Bunche Hall Wed 7-10pm,, 11 mtgs (no mtg 11/11) Daniel M. Frohnen, MS, Vice President of Marketing, Relavate Group 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 Aug 23: $359 / After: $395 UCLA: 5264 Boelter Hall Wed 7-10pm, Sep 23-Oct 28, 6 mtgs Reg# CA Through Aug 23: $359 / After: $395 UCLA: 118 Haines Hall Wed 7-10pm, Sep 23-Oct 28, 6 mtgs Arnold S. Zelonka, BA, President/Creative Director, Impresario Advertising. Advertising in the Digital Age (Hybrid) X Management 4 units Create effective consumer-targeted digital advertising campaigns across the ever-changing digital media landscape. Explore how to plan, create, track, and optimize all types of digital advertising campaigns, with a focus on developing highly strategic campaigns that leverage the unique strengths of each digital media type, including emerging platforms. Topics include online/display, social media, mobile, search engine marketing, , video, user-generated content (UGC), viral, and landing page optimization. Learn trends and practices associated with media planning and buying across the various media platforms, as well as ad creative best practices. This highly interactive course uses real-world case studies to illustrate each topic. Exclusive presentations by guest speakers from online media companies are featured (previous guests have included Google, Facebook, Yahoo!, Disney). For technical requirements see page 4. Enrollment limited to 35 students. This course includes both classroom meetings and online sessions. Online sessions TBC. Internet access required to retrieve course materials. Reg# CA Through Aug 24: $615 / After: $675 Classroom meetings: UCLA: A25 Haines Hall Thu 6:30-9:30pm, Sep 24-Dec 10 Online sessions: Oct 1-Nov 12 (no classroom mtg 10/1, 10/8, 10/15, 10/22, 10/22, 11/5 & 11/26) Patricia Galea, Executive Director, Digital Marketing and Strategy, Disney ABC Media Networks. Mike Margolin, Vice President, Interactive Marketing Director, Rubin Postaer and Associates. 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. Internet access required to retrieve course materials. & Reg# CA Through Aug 24: $579 / After: $635 UCLA: 5249 Boelter Hall Thu 6:30-9:30pm, Sep 24-Dec 10, 11 mtgs Bianca Maria Philippi, EdM, President, Creative Insights. Digital Analytics (Hybrid) 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 focuses 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, and conversion attribution; defines KPIs and key metrics used in digital analytics; explores various tools and software used 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. Internet access required to retrieve course materials. & Reg# CA Through Aug 24: $579 / After: $635 Classroom meetings: UCLA: 6229 Math Sciences Thu 7-10pm, Sep 24-Dec 3 Online sessions: Oct 8-Nov 12 Thu 7-10pm, Dec 10, 11 mtgs (no classroom mtg 10/8, 10/15, 10/22, 10/29, 11/5, 11/12 & 11/26) Charlene Dipaola, Sr. Director, Analytics, Spin Media. Predictive Analytics for Marketing X Management 4 units Predictive analytics is a leading-edge, business intelligence technology that is based on classical statistical techniques. This course will focus on the marketing applications of predictive analytics, specifically focusing on how digital analytics and big data can be used for market predictions. Topics include data mining; tools for predictive analytics, such as Excel and R; linear regression; logistic regression; decision trees modeling; and data clustering. Students will be expected to have a basic foundation in marketing, Excel, statistics, and analytics. Internet access required to retrieve course materials. Reg# CA Through Aug 28: $579 / After: $635 UCLA: 154 Dodd Hall Mon 7-10pm, Sep 28-Dec 7, 11 mtgs Ash Pahwa, PhD, CEO, AssaySoft, Inc. Social Media & Digital Analytics Learn the latest in digital marketing with our expert instructors! X New Media Marketing Page 52. X A Social Media Marketing Page 53. X Advertising in the Digital Age Page 53. X 425 Best Practices in Social Media for the Communications Professional Page 58. (310) 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. Social Media Marketing X A Management 4 units 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 how marketing professionals embrace online social networks, and leverage user-generated content and content sharing, blogs, podcasts, wikis, and even Twitter, to create brand awareness and buzz. Learn practical tips and techniques, as well as see the bigger picture, to help successfully utilize social media marketing for your own environment and purpose. & Reg# CA Through Aug 23: $579 / After: $635 UCLA: 4660 Geology Wed 7-10pm,, 11 mtgs (no mtg 11/11) Bilal Kaiser, Social Media & PR, L Oreal/Baxter of California Seminars Personal Branding Boot Camp Management 1.2 CEU In just two days, master the art of branding you! This seminar is perfect for people in career transition who want to discover their passion, solo-entrepreneurs and small business owners who want to attract new clients, or job seekers looking to attract quality job offers. Get the secrets of using personal intelligence and reputation-building to reach your goals, and learn to leverage the power of social media. In a structured, fun and supportive workshop, pinpoint your authentic and most attractive qualities, create a unique selling proposition and learn how to communicate online and on-ground in a powerful, engaging style. Get tips on creating your own visual brand for your social networking pages and blog, plus advanced techniques for LinkedIn, Facebook, Twitter, Pinterest and more. Enjoy lots of interaction, personal development exercises, and guest speakers. Enrollment limited; no enrollment at the door. Reg# CA Through Sep 10: $335 / After: $365 Westwood: Westwood Center Sat & Sun 9am-4pm, Oct 10 & 11, 2 mtgs Nance A. Rosen, MBA, author of Speak Up! & Succeed. Online Courses For technical requirements see page 4. EEMarketing Principles and Practices m X 160 Management 4 units c This course surveys marketing methods, practices, and institutions from the perspectives of manufacturers, distributors, and consumers. You 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. For technical requirements see page 4. 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. & Reg# CA (11 online sessions, from Mon, Sep 28 through Sun, Dec 13) Steven Van Hook, PhD, Founder, World Wide Media Relations.

36 54 Business, Management & Legal Programs Enroll at uclaextension.edu or call (800) EEAdvertising Principles and Practices m 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. For technical requirements see page 4. Enrollment limited. Mid-term and final exams are proctored online; additional requirements include microphone, headphones/speakers, and webcam. & Reg# CA (11 online sessions, from Mon, Sep 28 through Sun, Dec 13) David G. Mahal, AEMBA, President, DGM Associates. EEEthics in Marketing and Advertising m X 460 Management 2 units For technical requirements see page 4. Enrollment limited. For more information see page 52. & Reg# CA Through Aug 28: $359 / After: $395 Sep 28-Nov 2 Sharon Ryan, President, Arden Business Ethics Consulting. EEStrategic Marketing m X Management 4 units This capstone course allows students to put into practice key skills they have learned that address the need to understand more than just traditional marketing principles, as well as helps explain how trends develop and how to design effective, long-range 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. Guest speakers provide students with an in-depth understanding of how to market effectively in business today. For technical requirements see page 4. 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. & Reg# CA (11 online sessions, from Mon, Sep 28 through Sun, Dec 13) Robert J. Liljenwall, MBA, President, The Liljenwall Group; recipient, UCLA Extension Distinguished Instructor Award, EENew Media Marketing m X Management 4 units The Internet, the digital revolution, and the move toward an information-based economy are dramatically changing business and the way products are marketed and sold. To be more successful in this new marketing world, businesspeople need to understand what is changing and how to use the new tools to their optimal advantage. This course is for both veteran marketers who want to understand the new tools available through the Internet, and those who are comfortable with Internet applications and the digital world but want to learn the marketing fundamentals as they apply to the Internet. Using real-world examples, participants learn key marketing concepts along with the new tools required to compete in a highly competitive economy and leave the course with an innovative approach for marketing more effectively. For technical requirements see page 4. & Reg# CA (11 online sessions, from Mon, Sep 28 through Sun, Dec 13) Liz H. Kelly, MA, Founder, Sunrise Road Media Inc. Social Media Marketing m X A Management 4 units 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 business, students explore current examples and future opportunities of how marketing professionals embrace online social networks, user-generated content and content sharing, blogs, and Twitter, to create brand awareness and buzz. Learn practical tips and techniques as well as see the bigger picture to help successfully leverage social media marketing for your own environment and purpose. For technical requirements see page 4. Enrollment limited. & Reg# CA (11 online sessions, from Mon, Sep 28 through Sun, Dec 13) Matthew Gilbert, MBA, Managing Director/Owner, Generative Learning Group. EEBrand Management m 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. Designed to explore the mechanisms that companies use to create and manage brands, 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. For technical requirements see page 4. & Reg# CA (11 online sessions, from Mon, Sep 28 through Sun, Dec 13) Terri L. Horton, MBA, President, TLT Consulting, LLC. EEIntegrated Marketing Communications m X Management 4 units This course focuses on the latest marketing communication practices, 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 and create an IMC program by using the latest value-based IMC concepts and measuring return on communications investment. Through individual analysis and presentations, students learn how to apply core marketing principles by using the latest IMC methods and communications tools. For technical requirements see page 4. Enrollment limited. & Reg# CA (11 online sessions, from Mon, Sep 28 through Sun, Dec 13) Joseph Hartnett, BA, Hartnett & Associates. EEWriting for Marketing and Advertising m 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. Study and practice writing proposals, direct mail pieces, brochure copy, sales letters, business plans, white papers, and materials for the 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. Also, you present your work to the class and instructor and receive constructive critiques. The course goal is to write all formats of documents typical in the marketing communications industry from marketing plans to advertising copy. For technical requirements see page 4. Enrollment limited. & Reg# CA Through Aug 28: $359 / After: $395 Sep 28-Nov 2 Alexandre P. Nascimento, MBA, PMP EEConsumer Market Research m X 466 Management 4 units For technical requirements see page 4. Enrollment limited. For more information see page 53. & Reg# CA (11 online sessions, from Mon, Sep 28 through Sun, Dec 13) Terri L. Horton, MBA, President, TLT Consulting, LLC. 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 focuses 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, and conversion attribution; defines KPIs and key metrics used in digital analytics; explores various tools and software used 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 Sep 28-Dec 7 Ash Pahwa, PhD, CEO, AssaySoft, Inc. EEGlobal Marketing and Strategy m X Management 4 units For more information see page 52. & Reg# CA (11 online sessions, from Mon, Sep 28 through Sun, Dec 13) Alexandre P. Nascimento, MBA, PMP Also of Interest For more information on the Certificate in Health Care Management and Leadership see page 108 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. Reg# CA Enrollment deadline: Oct 2 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 Aug 29: $559 / After: $615 UCLA: 1329 School of Public Affairs Bldg. Tue 6:30-9:30pm, Sep 29-Dec 8, 12 mtgs (1 mtg to be arranged) Todd S. Davidson, JD, Certificate in Personal Financial Planning, UCLA Extension; Owner, Davidson Financial Planning; UCLA Extension Distinguished Instructor Award, 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

37 Enroll at uclaextension.edu or call (800) Business, Management & Legal Programs 55 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 Aug 24: $559 / After: $615 UCLA: 162 Dodd Hall Thu 6:30-9:30pm, Sep 24-Dec 10, 12 mtgs (no mtg 11/26; 1 mtg to be arranged) Stephen T. Minihan, MBA, CFP, Westlake Financial Advisors LLC. EERetirement Plans and Other Employee Benefits X Management 4 units 34 hours of MCLE credit available, including one hour of Legal Ethics. A 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 Simplified Employee Pension plans; fiduciary responsibility requirements in connection with retirement plans; and taxation and timing of benefits from all of the above. Recent legislation is examined. Prerequisite: X Survey of Personal Financial Planning, X Financial Analysis in Personal Financial Planning, or consent of instructor. Required course in the Taxation and Personal Financial Planning Certificates. Internet access required to retrieve course materials. & Reg# CA Through Aug 29: $559 / After: $615 UCLA: 1256 School of Public Affairs Bldg. Tue 6:30-9:30pm, Sep 29-Dec 8, 12 mtgs (1 mtg to be arranged) Jeffrey C. Goodrich, MBA, MST, CFP, CLU, ChFC, Senior Wealth Advisor, Union Bank. EEInvestments in Personal Financial Planning (Hybrid) 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 Aug 30: $559 / After: $615 Classroom meetings: 101B UCLA Extension DTLA, 261 S. Figueroa St. Wed 6:30-9:30pm, Sep 30; Oct 14 & 28; Nov 18; Dec 2 & 16 Online sessions: Oct 7-Dec 9 (no mtg 10/14, 10/28 & 11/18) Stephen T. Minihan, MBA, CFP, Westlake Financial Advisors LLC. EEInsurance in Personal Financial Planning X Management 4 units 34 hours of MCLE credit available; 36 hours of California Department of Insurance Continuing Education credit available. This course analyzes fundamental insurance principles and approaches to insurance needs. Instruction covers life, health, property, casualty, and liability insurance, as well as the role insurance plays in financial and estate planning. You learn to integrate personal and capital insurance needs into a comprehensive financial plan. Prerequisite: X Survey of Personal Financial Planning, X Financial Analysis in Personal Financial Planning, or consent of instructor. Required course in Personal Financial Planning Certificate. Internet access required to retrieve course materials. & Reg# CA Through Aug 21: $559 / After: $615 Westwood: 121AB Extension Gayley Center, Mon 6:30-9:30pm, Sep 21-Dec 7, 12 mtgs Peter Andrew Collins, BA, CFP, CLU, ChFC, Certified Financial Planner, Collins Financial. EEPersonal Financial Planning Capstone 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) 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 non-liability. 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). Prerequisite: Completion of the other seven required courses in the Personal Financial Planning Certificate. Required course in the Personal Financial Planning Certificate. Enrollment limited. & Reg# CA Through Aug 24: $655 / After: $715 UCLA: 154 Dodd Hall Thu 6-9:45pm, Sep 24-Dec 17, 12 mtgs 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 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 (310) uclaextension.edu/pfp 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. 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

38 56 Business, Management & Legal Programs Enroll at uclaextension.edu or call (800) 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 3-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 September 8. Students completing this program cycle will be ready to sit for the March 2016 CFP Exam. Free Information Session Webinar Wed, Aug 12, 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 6-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 56. 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 Personal Financial Planning Certificate. Core course in the Taxation Certificate. & Reg# CA Through Aug 24: $559 / After: $615 UCLA: 170 Dodd Hall Thu 6:30-9:30pm, Sep 24-Dec 10, 12 mtgs (no mtg 11/26; 1 mtg to be arranged) Jeffrey Geida, BA, JD, LLM, Counsel, Weinstock Manion, a Law Corporation EEAdvanced Estate Planning X Management 3 units 25.5 hours of MCLE credit available, including 1 hour of Legal Ethics. This course examines estate planning techniques designed primarily for individuals with estates of more than $5 milllion. Included are in-depth examinations of the following topics: generation-skipping transfers, life insurance planning and irrevocable life insurance trusts, and effective uses of charitable remainder trusts and charitable lead trusts. The course also includes an intensive review of discounted giving techniques, including Qualified Personal Residence Trusts, Grantor Retained Annuity Trusts and Unitrusts, and the effective use of gifts involving family limited partnerships and limited liability companies. The instructor encourages the attendance of attorneys, accountants, financial planners, life insurance agents, and trust officers. Prerequisite: X Estate Planning or consent of instructor. & Reg# CA Through Aug 21: $419 / After: $459 UCLA: 2238 School of Public Affairs Bldg. Mon 6:30-9:30pm, Sep 21-Nov 16, 9 mtgs Robert E. Strauss, JD, Director, Weinstock Manion, a Law Corporation 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 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: 121 Extension Gayley Center, Fri, Sat & Sun 8am-6pm, Oct 16, 17, 18, 23, 24 & 25, 6 mtgs Nancy J. Le Claire, BA, CPA, CFP, Co-Founder, Financial Planning Educational Solutions. Seminars UPDATED FOR 2015 Financial Analysis Using the HP 12C Management 0.7 CEU Includes course materials. The Hewlett-Packard HP 12C calculator is the standard industry tool that allows professional planners to calculate specific investment scenarios quickly and accurately. In this seminar, students explore the calculation capabilities available on the HP 12C calculator that can make financial planning easier and more understandable. The seminar includes many opportunities to gain hands-on experience with common problems like simple and compound interest, general annuities, future value and annual interest rate, and cash flow analysis. The seminar is recommended for those who wish to take X Financial Analysis in Personal Financial Planning or those who wish to take an HP 12C refresher course. Prerequisite: A basic knowledge of financial concepts; an HP 12C calculator with owner s manual. Enrollment limited. Advance enrollment highly recommended. Participants may enroll at the door (credit card only) space permitting. Reg# CA Through Sep 17: $155 / After: $165 Westwood: 119A Extension Gayley Center, Sat 9am-4pm, Oct 17, 1 mtg Ethics in Personal Financial Planning Management 0.7 CEU Includes course materials hours of MCLE credit available. This seminar begins with exploring elements of ethical decision making and conduct from a more general perspective by examining the key definitions, issues, and theories of business ethics. From there it moves on to ethical decision making and conduct specific to the financial planning profession, including a review of the Investment Advisors Act of 1940, Dodd-Frank Regulations and SEC and FINRA rules and disciplinary history. The balance of course time is spent reviewing the CFP Code of Ethics, Practice Standards, Disciplinary Processes and Procedures, sanctions and other disciplinary outcomes, and the Fitness Standards. The unique role of the financial planner as a trusted advisor with the responsibility and requirement of working with clients with utmost good faith and in a manner reasonably believed to be in the best interest of the client is emphasized throughout. Required course in the Personal Financial Planning Certificate. Enrollment limited to 40 students. 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 Nov 5: $155 / After: $165 Westwood: 119 Extension Gayley Center, Sat 9am-4pm, Dec 5, 1 mtg David R. Bergmann, BS, CFP, EA, CLU, ChFC, Managing Principal, The David R. Bergmann Group; UCLA Extension Distinguished Instructor Award 2015.

39 Enroll at uclaextension.edu or call (800) Business, Management & Legal Programs 57 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 54. & Reg# CA Michael T. Van Kleeck, BS, CFP, Certificate in Personal Financial Planning, UCLA Extension, Signature Estate & Investment Advisors LLC. 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 54. & Reg# CA Daniel F. Casey, MBA, Certificate in Personal Financial Planning, UCLA Extension, CFP, Westlake Financial Advisors LLC. EEInvestments in Personal Financial Planning m X Management 4 units Prerequisite: X Financial Analysis in Personal Financial Planning and X Survey of Personal Financial Planning, or consent of instructor. Required course in Certificate in Personal Financial Planning. Enrollment limited. For more information see page 55. & Reg# CA Robert L. Watson, MBA, Financial Advisor, ING Financial Partners. EEIncome Taxation in Personal Financial Planning m 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, X Financial Analysis in Personal Financial Planning, and X Fundamentals of Tax Preparation, or X 127 Federal Income Taxation, or consent of instructor. Required course in the Personal Financial Planning Certificate. Core course in the Taxation Certificate. Enrollment limited. & Reg# CA David R. Bergmann, BS, CFP, EA, CLU, ChFC, Managing Principal, The David R. Bergmann Group; UCLA Extension Distinguished Instructor Award 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 56. & Reg# CA Walter C. Whitaker, JD, MBA, LA Elder Law. 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. Fundamentals of Public Relations 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 Public Relations Certificate and recommended to take as the initial course along with X 432 Reporting and Writing I. Visitors not permitted. Internet access required to retrieve course materials. & Reg# CA Through Aug 28: $579 / After: $635 UCLA: 162 Royce Hall Mon 7-10pm, Sep 28-Dec 7, 11 mtgs Jeff Duclos, Principal, VonJessen/Duclos, Inc., former Mayor and current City Council member of the city of Hermosa Beach. Formerly, Mr. Duclos was group manager at Cohn & Wolfe Public Relations, and senior vice president at BWR Public Relations. Working with the Media 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. 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. Internet access required to retrieve course materials. Reg# CA Through Aug 24: $579 / After: $635 Westwood: 115 Extension Gayley Center, Thu 6:30-9:30pm, Sep 24-Dec 10, 11 mtgs Enrollment deadline: Oct 8 Lucia S. Singer, BA, Owner/President, Publicist and Marketing Strategist, Berman-Singer Public Relations & Marketing. New and Improved The Strategic Branding and 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.

40 58 Business, Management & Legal Programs Enroll at uclaextension.edu or call (800) Global Sport Management Sport Management is a sector that has been growing and thriving. Players have signed record-setting contracts; valuations of teams have reached record highs; and sporting goods and apparel companies have thrived. There are more employment opportunities in the sport sector than ever before. Enroll today and gain better understanding of the industry. [email protected] (310) 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. Crisis Management and Communications: Safeguarding Image and Viability 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-today 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 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. Required course toward Public Relations Certificate. Elective credit toward Fundraising Certificate. Enrollment limited to 25 students. & Reg# CA Through Oct 7: $359 / After: $395 Westwood: 119A Extension Gayley Center, Sat 9am-4pm, Nov 7-21, 3 mtgs Martin M. Cooper, APR, President, Cooper Communications, Inc.; former President, Public Relations Society of America, Los Angeles Chapter. Mr. Cooper has also worked for Harshe-Rotman & Druck Public Relations, Universal Studios, Playboy Enterprises, and Disneyland. His numerous honors include PRSA s Silver Anvil Award and Outstanding Professional Award for Lifetime Achievement, and the UCLA Extension Distinguished Instructor Award, His book on crisis management, Coping with Crisis in a Complex World: Expecting the Unexpected, was published last year. PR and Branding in Practice: Putting It All Together 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. Internet access required to retrieve course materials. Reg# CA Through Sep 10: $359 / After: $395 UCLA: 160 Royce Hall Sat 9am-4pm, Oct 10-24, 3 mtgs Enrollment deadline: Oct 9 Joann Killeen, APR, Fellow, PRSA; President, Killeen Furtney Group; past national chair/ceo, Public Relations Society of America. Best Practices in Social Media for the Communications Professional X Management 2 units Focus on learning hands-on strategies and tactics that mesh traditional PR competency with the brave new world of social media. While many PR professionals claim to be social media experts, those who can demonstrate true expertise are rare and much sought after. This course narrows the focus from the broad field of social media marketing to give you the specific tools and best practices needed to conquer PR 2.0 and beyond. Through a series of interactive discussions with experts from across the social Web, you cover such topics as applying core PR principals to the world of social media engagement, essential social media tools for the PR pro, how to work with bloggers and citizen journalists, what search engine optimization means for the PR pro, and PR s role in implementing a social media strategy. Guest speakers include social media network executives, both news and citizen bloggers, and PR consultants. Elective credit toward Public Relations Certificate. Enrollment limited; early enrollment advised. Internet access required to retrieve course materials. Reg# CA Through Sep 13: $359 / After: $395 UCLA: 5127 Math Sciences Tue 7-10pm, Oct 13-Nov 17, 6 mtgs Erik Deutsch, Principal, ExcelPR Group, who is an award-winning media strategist and content producer with more than 15 years of experience representing clients in health care, technology, entertainment, and the public sector. Strategic Writing: An Advanced PR Workshop X Management 2 units Master the art of the strategic writing, key message formulation and targeted delivery in this six-week, writing-intensive workshop. Moving beyond the press release and onto high-profile communication required of PR strategists, students produce and polish speeches, presentations and position papers to create a body of work that reflects current trends and commands results. Expand your portfolio to include PR materials used by top executives in both the corporate and non-profit sector. Prerequisite: X Writing for Public Relations or equivalent experience and consent of the instructor. Elective credit toward Certificates in Public Relations. Internet access required to retrieve course materials. Reg# CA Through Aug 30: $359 / After: $395 UCLA: 150 Royce Hall Wed 7-10pm, Sep 30-Nov 4, 6 mtgs Joann Killeen, APR, Fellow, PRSA; President, Killeen Furtney Group; past national chair/ceo, Public Relations Society of America. Television Publicity for the Entertainment Industry X Management 2 units Entertainment PR as practiced in the dynamic television industry focuses on planning and executing strategic, effective, and integrated public relations campaigns for network television, cable, home entertainment, and video games. The content of this course addresses the creation of valuable coverage in print, broadcast, and digital media, incorporating viral techniques, the constantly evolving methods for reaching target audiences, working with talent to promote your project and other ways of building and sustaining buzz. Learn how to tackle the increasingly crucial use of social networks as promotional tools in any campaign. Prerequisite: Fundamentals of Public Relations or equivalent knowledge highly recommended, but not required. Required course toward Concentration in Entertainment Publicity. Internet access required to retrieve course materials. Reg# CA Through Sep 12: $359 / After: $395 Westwood: 204 ABC Extension Lindbrook Center Mon 7-10pm, Oct 12-Nov 16, 6 mtgs Martin Blythe, PhD, Senior Manager, Promotions, Buena Vista International Theatrical Marketing, Walt Disney Studios 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. Internet access required to retrieve course materials. & Reg# CA Through Aug 29: $579 / After: $635 Westwood: 215 Extension Lindbrook Center Tue 6:30-9:30pm, Sep 29-Dec 8, 11 mtgs Enrollment deadline: Oct 13 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 award-winning media strategist and content producer with more than 15 years of experience representing clients in health care, technology, entertainment, and the public sector. Entertainment Public Relations X Management 2 units The course will explore strategies for creating and executing publicity campaigns for entertainment products. The course will explore techniques and strategies employed in all areas of entertainment publicity, including TV, film, music, and sports. Topics covered include the development of a publicity campaign; reputation management; digital media; social media; working relationships with the media; and writing an effective press release Internet access required to retrieve course materials.

41 Enroll at uclaextension.edu or call (800) Business, Management & Legal Programs 59 Reg# CA Through Aug 29: $359 / After: $395 Westwood: 114B Extension Gayley Center, Tue 6:30-9:30pm, Sep 29-Nov 3, 6 mtgs Enrollment deadline: Oct 6 Javon Austin Frazier, MBA, BA, Principal, Maestro Media Consulting. Reporting and Writing I X 432 Journalism 3 units Both experienced journalists and novices gain skills in this course, which focuses on the foundation of writing a good publishable news story, feature, or profile. Exercises center on clear and tight writing; interviewing techniques; diverse leads; ethical issues; and other critical skills for careers or freelancers in public relations or broadcast, print, and online journalism. Students dissect stories in all different formats and learn how to find solid sources, get compelling quotes, and structure complex stories. Prerequisite: Proficiency in college-level writing. Required course toward Journalism Certificate and recommended to take as one of the initial courses. Enrollment limited to 27 students. Internet access may be required to complete assignments outside of class. Internet access required to retrieve course materials. & Reg# CA Through Aug 29: $525 / After: $573 Westwood: 219 UCLA Extension Bldg. Tue 7-10pm, Sep 29-Dec 1, 10 mtgs Scott Bowles, Business Features Editor at TheWrap. He previously worked as a film critic for USA Today, crime writer for The Washington Post and breaking news reporter for the Atlanta Journal-Constitution. A two-time Pulitzer Prize nominee for beat reporting, Bowles is the author of The Needle and the Damage Done (nonfiction) and lead author of Crime on Deadline (nonfiction). Seminars Securing Celebrities for PR and Marketing Spokespersons and Events X Management 1 unit A central feature of most special events and public relations campaigns is the talent -the celebrity, speaker, or other individual or group whose participation helps to make the event or project special. In today s media-conscious world, celebrities in particular bring visibility and attract more attention for special events and promotional activities than most other public relations, fundraising, and marketing strategies. Contacting and working with celebrities, however, can require critical research and specialized rules of protocol, not to mention the myriad details that can make or break your event or project. This course covers selecting the right celebrity for your audience and budget, how to find and research celebrity contact information, understanding the best approach and the right door to enter with your request, what motivates a celebrity to say Yes, how much will the celebrity and his/her expenses cost, and the details you need to consider after a celebrity says Yes. Guest speakers will include a Hollywood publicist and the course will conclude with a panel of real celebrities. Elective credit toward Fundraising and Public Relations Certificates. Reg# CA Through Sep 3: $195 / After: $215 Westwood: 114A Extension Gayley Center, Sat 9am-4pm, Oct 3, 1 mtg Rita Tateel, Founder/President, The Celebrity Source, Inc.; advisor to the Association of Celebrity Personal Assistants; past president, Public Relations Society of America, Los Angeles Chapter. c UC credit m Online course e Not available passed/not passed & Text required M Course held during daytime hours Online Courses For technical requirements see page 4. 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. Reg# CA Enrollment deadline: Oct 2 Writing for Public Relations m 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, position papers, 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 Public Relations Certificate. Elective credit toward Fundraising Certificate. Enrollment limited to 25 students. & Reg# CA (11 online sessions, from Mon, Sep 28 through Sun, Dec 13) Steven Van Hook, PhD, Founder, World Wide Media Relations. Strategic Public Relations Management m 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 Public Relations Certificate and recommended to take near completion of certificate. & Reg# CA (11 online sessions, from Mon, Sep 28 through Sun, Dec 13) Lili Ungar, Owner, Lili Ungar Public Relations. Ms. Ungar s former positions include vice president, PMK Public Relations and Baker/Winokur/Ryder Public Relations; director, W. C. Publicity, United Artists; and project coordinator, Columbia Pictures. 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.

42 60 Business, Management & Legal Programs Enroll at uclaextension.edu or call (800) 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 Not offered: Real Estate Office Administration* Escrows* Computer Applications in Real Estate* Common Interest Developments* * Currently, UCLA Extension does not offer these courses. Upon completion of courses taken at UCLA Extension, Students 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. Internet access required to retrieve course materials. & Reg# CA Through Aug 21: $635 / After: $695 UCLA: 1234 School of Public Affairs Bldg. Mon 6-10pm, Sep 21-Dec 7, 12 mtgs Michael J. Fiorina, CEO, Total Commercial Real Estate. EEReal Estate Practice 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. 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 Aug 23: $635 / After: $695 UCLA: 2278 School of Public Affairs Bldg. Wed 6-10pm, Sep 23-Dec 16, 12 mtgs (no mtg 11/11) Robert Keller, MArch, MSRED, Broker, Warner Center Realty. EEReal Estate Finance X Management 5 units 45 hours of MCLE credit available. This course surveys the concepts, methods and techniques of financing residential and non-residential real estate while also identifying and analyzing the various instruments used for such purposes. Instruction covers sources, characteristics and parameters of mortgage capital; fixed, variable rate and other alternative types of mortgages; government-assisted financing (such as VA, FHA and SBA); the secondary mortgage market; mathematical analysis of finance transactions (covering, among other subjects, amortization, loan constants, present and future value, compound interest, APR, capitalization rates, debt coverage and other financial ratios and ways of determining yield); loan underwriting, processing, closing and servicing; foreclosures and alternatives thereto (such as short sales) and related antideficiency law issues; guaranties; construction, bridge, permanent, wraparound, mezzanine and leasehold financing; impact of how title is held and real estate tax effects; comparison of investment choices, both before and after taxes are factored in; plus syndication and other equity sharing issues. Case studies for financing proposals for single-family, multifamily and commercial transactions are featured. Numerous guest speakers, each a specialist on one or more of the various topics studied, will share practical insights. Prerequisite: X Real Estate Principles or consent of instructor. Elective course in Certificate in Finance. Applies toward the mandatory educational requirements for obtaining the California State Real Estate Broker License. & Reg# CA Through Aug 24: $635 / After: $695 UCLA: 164 Royce Hall Thu 6-10pm, Sep 24-Dec 17, 12 mtgs Joseph M. Cobert, JD, attorney, Joseph Cobert, A Professional Corporation EEProperty Management 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. Guest speakers will attend and enhance the classroom experience. Handouts include forms that can be used in your daily practice. A class field trip to a local major property is planned. Internet access required to retrieve course materials. & Reg# CA Through Aug 23: $595 / After: $650 Westwood: 215 Extension Lindbrook Center Wed 6:30-9:45pm, Sep 23-Dec 16, 12 mtgs (no mtg 11/11) Don Brenon, CPM, President, Pacific National Property Services, Inc. EEFundamentals of Commercial Real Estate X Management 4 units This course is for people who are interested in entering the practice of commercial real estate. The course provides an introduction to the fundamentals of commercial real estate by covering the four major property types: multi-family, office, retail, and industrial. Students are presented with an overview of the major differences between commercial real estate and personal use real estate. Topics include the common agent activities found in the commercial real estate marketplace, including leasing, brokerage, development, property management and financing; the financial factors in commercial real estate investments; and discussion of the common rules of thumb, including cost per square foot, gross rent multiplier, capitalization rate, and the cash on cash return. Participants also learn common lender terminology that applies to commercial real estate, the types of loans available, and an understanding of the concept of leverage. Prerequisite: X Real Estate Principles or consent of instructor. Internet access required to retrieve course materials. & Reg# CA Through Aug 22: $595 / After: $650 UCLA: 164 Royce Hall Tue 6:30-9:30pm, Sep 22-Dec 8, 12 mtgs Todd D. Weaver, CCIM, CPM, President, Synergy Commercial Real Estate, Inc. EELegal Aspects of Real Estate X Management 4 units 37 hours of MCLE credit available. An overview of California real property law and its influence on various aspects of the real estate industry. Instruction examines the legal issues surrounding real estate ownership and transfer, contracts, rights and duties of ownership, conveyance issues, mortgages and deeds of trust, easements, government control and powers, escrow and title insurance, zoning, landlord and tenant problems, real estate brokerage and agency relationships, and agency 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. Internet access required to retrieve course materials. & Reg# CA Through Aug 23: $595 / After: $650 Westwood: 119A Extension Gayley Center, Wed 6:30-9:45pm, Sep 23-Dec 16, 12 mtgs (no mtg 11/11) Ralph M. Weiss, JD, Law Office of Ralph M. Weiss & Associates. EEReal Estate Development, Construction, and Management X Management 4 units This course identifies the steps required to conceive and execute residential and commercial development projects. Upon completion of the course, students should be able to discuss the terminology and components and identify the process required for managing such projects. The course introduces basic project organization, scheduling, financial feasibility, zoning, financing, and project management. Instruction is designed to prepare students to work with developers, builders, and financial organizations involved in the development process. & Reg# CA Through Aug 23: $595 / After: $650 Westwood: 114A Extension Gayley Center, Wed 6:30-9:30pm,, 12 mtgs (no mtg 11/11; 1 mtg to be arranged) Adnan Tapia, MBA, Principal, Ploutus Advisors Commercial Real Estate Leasing: Contracts and Administration X Management 4 units This course analyzes the contracts and administration issues in commercial real estate lease transactions. Students learn ethics and the leasing processes through multiple perspectives from preparation of the appropriate contract forms to administering the perfected lease agreement. Students read aloud in class the most popular listing and lease contract forms used by professionals while the Instructor reveals industry best practices and where the bodies are buried. Internet access required to retrieve course materials. & Reg# CA Through Aug 24: $595 / After: $650 UCLA: 154 Royce Hall Thu 6:30-9:30pm, Sep 24-Dec 17, 12 mtgs Todd D. Weaver, CCIM, CPM, President, Synergy Commercial Real Estate, Inc. 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 Aug 22: $595 / After: $650 Westwood: 121C Extension Gayley Center, Tue 6:30-9:45pm, Sep 22-Dec 8, 12 mtgs Jonathan S. Swire, MBA, Real Estate Advisor/Author/ Speaker, Keller Williams Commercial. 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 Argus Enterprise (AE 10) module and Excel software. The course also prepares participants for the Argus Enterprise certification examination. Property types covered include office, retail, industrial, and multi-family. Students gain hands-on computer lab training in utilizing these programs through the analysis of case studies provided by the

43 Enroll at uclaextension.edu or call (800) Business, Management & Legal Programs 61 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 others. 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 investors; appraisers; real estate analysts; property developers; real estate investment companies; property managers; asset managers; insurance companies; mortgage bankers; institutional lenders; leasing professionals; and employees of Federal, State, and Municipal agencies and planning departments. This course is not designed for residential or small multi-family analysis. Prerequisite: Students enrolling in this class must have a basic working knowledge of leasing concepts and income/expense analysis for real estate. Elective course in Finance Certificate. Enrollment limited to 30 students. Internet access required to retrieve course materials. Restricted course; call (310) for permission to enroll. Web enrollments automatically generate a Permission to Enroll request. & Reg# CA Through Aug 22: $595 / After: $650 Westwood: 206 Extension Lindbrook Center Tue 6:30-9:30pm, Sep 22-Dec 8, 12 mtgs Heather Boren, BA; President, Estate Match Reg# CA Through Aug 23: $595 / After: $650 Westwood: 206 Extension Lindbrook Center Wed 6:30-9:30pm, Sep 23-Dec 16, 12 mtgs (no mtg 11/11) Steven R. Norris, MAI, CRE; Principal/Owner, Norris Realty Advisors; BA, Economics, UCLA. Seminars Preparing for an L.A.-Area Real Estate Career UL Management With all of the economic and employment issues we re facing today, how and why would you choose a career in L.A. real estate? Attend this half-day seminar and learn about the L.A. real estate market. Hear from special guest speakers and learn about growth, future career opportunities, challenges, see examples of actual estate development, and acquire expertise/personal characteristics needed for success. You ll also get an overview of the Real Estate Certificate and courses offered through the program. Enrollment limited to 100; advance enrollment required. Reg# CA Fee: $0 Westwood: 121 Extension Gayley Center, Sat 10am-12:30pm, Sep 12, 1 mtg Uninstructed Lab 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 Sep 17: $195 / After: $215 Westwood: 216 Extension Lindbrook Center Sat 10am-5pm, Oct 17, 1 mtg Matthew Kohler, MBA, Owner/President, Baja Tan, LLC. Reg# CA Through Nov 5: $195 / After: $215 Westwood: 216 Extension Lindbrook Center Sat 10am-5pm, Dec 5, 1 mtg Matthew Kohler, MBA, Owner/President, Baja Tan, LLC. Online Courses For technical requirements see page 4. EETaxation of Property Transactions m X Management 4 units Core course in the Taxation Certificate. Enrollment limited. For more information see page 65. Reg# CA Steve Rubens, JD, MBA EEReal Estate Principles m X Management 5 units Enrollment limited. For more information see page 60. & Reg# CA Through Aug 22: $635 / After: $695 Sep 22-Dec 8 Adeline C. Englund, JD, Attorney, Real Estate Broker Reg# CA Through Aug 23: $635 / After: $695 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 60. & Reg# CA Through Aug 22: $635 / After: $695 Sep 22-Dec 8 Tom Morehouse, CRB, e-pro, MBA Broker/Co-Owner, Berkshire Hathaway HomeServices California Properties. 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. & Reg# CA Through Aug 30: $635 / After: $695 Classroom meetings: Westwood: 119B Extension Gayley Center, Wed 6-10pm, Sep 30; Oct 14; Nov 4 & 18; Dec 9 & 16 Online sessions: Wed Oct 7, 21 & 28; Nov 11 & 25; Dec 2 No refund after Oct 14. Robert S. Abelson, PhD, real estate consultant, AQB-Certified USPAP Instructor, California Certified General Appraiser. 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 60. Real Estate Practice Page 61. Plus one course from the following: Business Law: Fundamentals Page 50. Real Estate Finance Page 60. [email protected] (310) EEAdvanced Real Estate Finance m X Management 4 units This course explores the techniques of financing commercial, industrial, residential, and special-purpose projects through the various phases of development: site analysis, land acquisition, plant development, construction, and marketing. Other topics include documentation procedures, legal aspects of real estate lending, interim and permanent lending procedures, use of income and expense statements, construction disbursement schedules, sales and leaseback, leasehold financing, and case studies and workshop problems. Prerequisite: X Real Estate Finance and X Real Estate Appraisal, or consent of instructor. & Reg# CA Through Aug 21: $595 / After: $650 Sep 21-Dec 7 Enrollment deadline: Sep 25 Tracy Green, Consultant specializing in distressed properties, loss mitigation, and sustainable development. An Overview of Green Building and the Real Estate Market m X Management 4 units This highly interactive course covers the key concepts and practices of sustainable building, including a historical overview of green building. Financial and technical assistance offered through such government entities as the U.S. EPA, nonprofit organizations, and public utilities is explored. An overview of LEED certification is examined and case studies are used to illustrate and examine real estate development and redevelopment projects (residential, commercial, rehabs, and new construction). Environmental planning, brownfields, and greenfield programs of various municipalities; current trends, including technological developments; and the future of green building also are covered Elective course in Global Sustainability Certificate. Enrollment limited to 25 students. & Real Estate Appraisal Page 61. Legal Aspects of Real Estate Page 60. Property Management Page 60. Using ARGUS and Spreadsheet Programs for Commercial Real Estate Analysis Page 60. Reg# CA Through Aug 24: $595 / After: $650 Sep 24-Dec 17 Tracy Green, Consultant specializing in distressed properties, loss mitigation, and sustainable development. 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 60. & Reg# CA Through Aug 21: $595 / After: $650 Sep 21-Dec 7 Larry E. Nease, MBA, MSBA, President, Terra Conejo Properties, Inc. NEW COURSE EEResidential Property Management m X Management 4 units Participants in this course learn the skills to manage rental houses and apartment buildings on behalf of property ownership. Whether changing careers or currently active in the real estate industry, this course provides the specialized skills to operate and maintainand ultimately enhance the value of-income-producing, houses/multifamily properties. Core competencies included are forms of real estate ownership and management agreements, California Landlord/tenant law, marketing plans and leasing, tenant relations, budgeting and financial reporting, hiring and supervising personnel and third party resources, building systems and maintenance, building code and local law compliance. Reg# CA Through Aug 22: $595 / After: $650 Sep 22-Dec 8 Enrollment deadline: Sep 26 Peter Dorsa, MBA, Broker, Orange Coast Investments.

44 62 Business, Management & Legal Programs Enroll at uclaextension.edu or call (800) Classes Begin All the Time Late-Summer Courses Enroll Now! At Extension, you can find courses starting every month. Here are just a few scheduled to fit into your busy schedule. The Business of Wine Management Jul 30-Aug 20 The Art of Pairing Wine with Food Aug 5-Sep 9 Business Ethics m Aug 5-19 Ethics in Marketing and Advertising Aug 6-Sep 10 Best Practices in Negotiation Aug 8 & 15 Starting Your Own Restaurant Aug 8 & 15 The Wines of Bordeaux Aug 10-Sep 8 Visit uclaextension.edu for a complete schedule. 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 of the courses except The Business of Wine Management. (310) uclaextension.edu/hospitality Wines of Piemonte Aug Business Ethics Sep 12 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 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 62. The Restaurant Industry: Survey of Operations and Management Page 62. (310) NEW COURSE EEFundamentals of Facilities Management m X Management 4 units Examine the roles of facility management professionals whose mission is to provide and maintain corporate and institutional real estate assets and workspace. Topics include the facility management mission in relation to an organization s strategic plan, common organizational models, an overview of workplace strategies, operational management, financial forecasting and management, capital and operating budgets, life-cycle costing, general administrative services, technology, the building of a security force, communications, and leadership. Learn best practices for risk mitigation, information management, outsourcing and operations improvement. Reg# CA Through Aug 23: $595 / After: $650 Enrollment deadline: Sep 27 Leonora Brown, MA; BA; Facility Manager, Tristar Risk Management 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 Oct 7: $335 / After: $365 Westwood: G33W UCLA Extension Bldg. Sat 9am-4pm, Nov 7 & 14, 2 mtgs Janet Lowder, President, Restaurant Management Services. Also of Interest Wine Education and Management Program Page 62. 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. Internet access required to retrieve course materials. & Reg# CA Through Aug 23: $579 / After: $635 UCLA: 2284 School of Public Affairs Bldg. Wed 6:30-9:45pm,, 11 mtgs (no mtg 11/11) 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. 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.

45 Enroll at uclaextension.edu or call (800) Business, Management & Legal Programs 63 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 Aug 23: $525 / After: $575 Westwood: G33W UCLA Extension Bldg. Wed 6:30-9:30pm, Sep 23-Oct 28, 6 mtgs Paul Sherman, Advanced Sommelier, International Court of Master Sommeliers. Wine Tasting Technique 889 Viticulture & Enology 1.2 CEU An in-depth course on how to scientifically taste and evaluate a wine, combining visual, olfactory, and taste examination, including concepts of balance, intensity, persistence, quality, state of evolution, and harmony. Learn how to pay attention to details, memorizing every sensation to fully read and understand every wine, evaluating quality, category and typicality, linking every clue to variety, terroir, and evolution. Join Advanced Sommelier and Master Taster Giammario Villa, for a full immersion into the most advanced and complete wine-tasting technique. You also analyze and talk about terroir, appellations, grape varieties, viticultural techniques, wine-making methods, historical significances, and wine classification system, from a wine-tasting perspective. The course is recommended for working professionals (wine and beverage directors, restaurateurs, business owners in the wine and food industry, journalists, PR, wine sales reps, etc.) and wine enthusiasts who are interested in expanding their palate and refining their wine-tasting technique. Enrollment limited. Reg# CA Through Oct 9: $395 / After: $435 Westwood: 621 UCLA Extension Bldg. Mon 6:30-9:30pm, Nov 9-30, 4 mtgs Giammario Villa, Certified Sommelier. Wines of Sangiovese: Tuscan Traditions 891 Viticulture & Enology 1.2 CEU Discover the truth about the most popular Italian grape: Sangiovese. This is an intermediate course that takes a detailed look at the wines produced from this most celebrated Italian grape varietal. Topics include terroir, appellations, biotypes and clones, national and international enography, viticultural techniques, winemaking methods, historical significance, wine classification systems, and wine-tasting technique. Reg# CA Through Oct 5: $395 / After: $435 Westwood: G33W UCLA Extension Bldg. Thu 6:30-9:30pm, Nov 5-Dec 3, 4 mtgs Giammario Villa, Certified Sommelier. EEVintage I X 480 Viticulture & Enology 4 units This course covers viticulture and enology with an indepth look at the well-known or classic grape varieties one typically encounters in tasting quality wines in all parts of the world. Viticulture topics include what makes a good vineyard site, planting a vineyard, cultivars, management of the vine, harvesting decisions and viticultural philosophies. Winemaking topics include grape reception, fermentation techniques, vessels, post-fermentation processes, bottling, and QAQC. This course provides the groundwork necessary to enroll in Vintage II or Vintage III. Prerequisite: X 485 Introduction to Wine. Restricted to persons 21 years of age or older. Students are not allowed to bring food to class. Visitors not permitted. Internet access required to retrieve course materials. & Reg# CA Through Aug 21: $755 / After: $825 Westwood: G33W UCLA Extension Bldg. Mon 6:30-9:30pm, Sep 21-Nov 30, 11 mtgs EEVintage III X 482 Viticulture & Enology 4 units This course continues where Vintage II left off with the remaining countries of the old world of wine Portugal, Germany, Austria, Switzerland, and Hungary, as well as others, and the new world those that are relatively new to producing wine, including South Africa, Australia, New Zealand, Argentina, Chile, Mexico, Canada, and the United States. The course culminates with a series of blind tastings designed to enable students to draw from the resources accumulated during the program to come up with logical solutions and reasoning. Prerequisite: Successful completion of X 480 Vintage I. Enrollment limited. Enrollment restricted to persons 21 years of age or older. See special refund and enrollment policies at the beginning of this section. Visitors not permitted. Reg# CA Through Aug 22: $755 / After: $825 Westwood: G33W UCLA Extension Bldg. Tue 6:30-9:30pm, Sep 22-Dec 1, 11 mtgs Neil McNally, Director, Rosenthal - The Malibu Estate. Online Courses For online technical requirements see page 4. An Introduction to Wine m X 485 Viticulture & Enology 2 units Enrollment limited; enrollment prior to the first class required. Restricted to persons 21 years of age or older. See special refund policy at the beginning of this section and/or on enrollment receipt. Required course for Wine Education and Management Certificate. Must be taken for a letter grade and earn a grade of C or better if planning to continue with the Certificate. Wine tastings for the course are conducted by utilizing prerecorded videos with wines that are readily available for purchase across the country. There are 10 wines used throughout the course, at a cost of approximately $130. Students purchase the specially selected wines in advance and then follow along with the instructor s videos. Structured wine tastings help students apply the course information and make sense of the taste of wine. More information available in the course syllabus. For more information see page 62. & Reg# CA Through Aug 28: $409 / After: $450 Sep 28-Nov 2 Nov 8 Shelby Ledgerwood, Owner, Savant Wines. 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. Internet access required to retrieve course materials. & 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 Reg# CA Through Aug 21: $635 / After: $ B UCLA Extension DTLA, 261 S. Figueroa St. Mon 6:30-9:30pm, Sep 21-Dec 7, 14 mtgs (2 mtgs to be arranged) Nidal B. Ramadan, CPA, MBA, Internal Revenue Agent. Reg# CA Through Aug 30: $635 / After: $695 UCLA: 175 Dodd Hall Wed 6:30-9:30pm, Sep 30-Dec 16, 14 mtgs (no mtg 11/11; 3 mtgs to be arranged) Morton D. Rosenthal, JD, attorney. 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. 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.

46 64 Business, Management & Legal Programs Enroll at uclaextension.edu or call (800) Enrolled Agent (EA) Exam Review Launch your tax career as an enrolled agent! Geared for tax preparers and career changers, our instructor-led Enrolled Agent (EA) Exam Review fully prepares financial professionals who plan to become Enrolled Agents and sit for this very difficult examination. The program fully covers each section of the Enrolled Agents Examination and includes final review sessions where students are provided with test questions. Exam Review Schedule: Individuals: Aug 26-Sep 26 Businesses: Oct 7-Nov 21 Representation, Practice & Procedures: Dec 5-12 (310) uclaextension.edu/taxation_eareview EEFederal Tax Practice and Procedures X Management 4 units This course provides practical knowledge of the dayto-day 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. Core course in the Taxation Certificate. & Reg# CA Through Aug 24: $559 / After: $615 UCLA: 1270 School of Public Affairs Bldg. Thu 6:30-9:30pm, Sep 24-Dec 17, 12 mtgs Kip Dellinger, BBA, CPA EEEstate and Gift Taxation X Management 4 units 34 hours of MCLE credit available, including 2 hours of Legal Ethics and 1 hour of Elimination of Bias. This course is intended for professionals who advise clients on estate and gift taxation matters including CPAs, EAs, personal financial planners and estate planning attorneys. The course examines the unified estate and gift tax, including such topics as includable transfer; valuation problems; deductions for costs, claims, encumbrances, and losses; marital deduction and community property exclusion; charitable deduction; tax computation under unified rate schedule; audit procedures; generation-skipping transfers; disclaimers; and basis of property acquired by gift or inheritance. Prerequisite: X Estate Planning. & Reg# CA Through Aug 21: $559 / After: $615 UCLA: 1323 School of Public Affairs Bldg. Mon 6:30-9:30pm, Sep 21-Dec 7, 12 mtgs Neil Solarz, JD, attorney, Weinstock Manion, a Law Corporation EEPartnership Taxation 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. Prerequisite: X 127 Federal Income Taxation or equivalent experience and consent of instructor. Required course in the Taxation Certificate. Business-Related Elective in the Accounting Certificate. & Reg# CA Through Aug 30: $559 / After: $615 UCLA: 2232 School of Public Affairs Bldg. Wed 6:30-9:30pm, Sep 30-Dec 16, 12 mtgs (no mtg 11/11; 1 mtg to be arranged) Nidal B. Ramadan, CPA, MBA, Internal Revenue Agent. EENonprofit Organizations: Tax Compliance and Governance X Management 4 units 34 hours of MCLE credit available, including 2 hours of Legal Ethics and 1 hour of Elimination of Bias. Designed for CPAs, attorney s, Enrolled Agents, tax managers, controllers, directors, trustees, financial planners, and executive directors, this course presents tax-related compliance guidelines and key legal issues for nonprofit organizations. Topics covered include a step-by-step process for corporate formation and application for recognition of tax-exempt status, including the new streamlined application (Form 1023-EZ), unrelated business income, taxation of commercial activities conducted through joint ventures and subsidiaries, and federal income tax issues concerning the prohibition on private inurement and private benefit. Learn a systematic approach to evaluating compliance with federal tax requirements and state nonprofit laws, including the Nonprofit Integrity Act of 2004 and the Pension Protection Act of 2006, as well as understanding and troubleshooting the revised Form 990. The course also covers the support tests for public charities and private foundation excise tax rules, property tax exemptions, sales taxes and issues unique to schools and churches. It also introduces how nonprofits can navigate the IRS s increased focus on governance, both with respect to required policies and procedures. & Reg# CA Through Aug 30: $559 / After: $615 UCLA: 2238 School of Public Affairs Bldg. Wed 6:30-9:30pm, Sep 30-Dec 16, 12 mtgs (no mtg 11/11; 1 mtg to be arranged) Louis E. Michelson, Esq., MSA, CPA, JD, President, Law Offices of Louis E. Michelson. 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 EEPayroll Tax and Accounting 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 Aug 21: $559 / After: $615 UCLA: 1264 School of Public Affairs Bldg. Mon 6:30-9:30pm, Sep 21-Dec 7, 12 mtgs Gregory Habib, CPA, MST, IRS International Examiner (retired). 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 Aug 29: $559 / After: $615 UCLA: 2242 School of Public Affairs Bldg. Tue 6:30-9:30pm, Sep 29-Dec 15, 12 mtgs David A. Weinstein, JD, LLM, Shareholder, Weinstein, Boldt, Halfhide & Camel. Enrolled Agent Examination Preparation: Individuals A Management 4 CEU 37.5 hours of MCLE credit available. The Enrolled Agent Examination Preparation program presents a comprehensive review for professionals involved in tax preparation and who are planning to sit for the Enrolled Agent Examination. This first course of the program covers the basics of assets, filing requirements, gross income, itemized deduction, credits, employee business expenses, casualty losses, alternative minimum tax deductions from AGI, sale of assets, individual retirement accounts, retirement plans for small businesses, estate tax, and gift tax. The final two classes present a course review that incorporates problems from prior exams. The course is taught by IRS attorneys and CPAs who have extensive experience in tax preparation and the Internal Revenue Service. & Reg# CA Through Jul 26: $289 / After: $315 Orientation: Westwood: 107 Extension Lindbrook Center Thu 6-8pm, Aug 13 Westwood: 107 Extension Lindbrook Center Wed 6-10pm, Aug 26-Sep 23 Sat 8:30am-12:30pm, Aug 29-Sep 26, 10 mtgs John T. Schooler, JD, Attorney, Appeals Officer, Internal Revenue Service Gregory Habib, CPA, MST, IRS International Examiner (retired). Charlotte Edginton, MA, Appeals Officer, Internal Revenue Service Enrolled Agent Examination Preparation: Businesses B Management 4.8 CEU 45 hours of MCLE credit available. This section covers accounting methods, basis and depreciation, limited versus general partnerships, sole proprietorships, business expenses, K-1 reporting, C Corporations, S Corporations, decedent, estate, and trust income taxation, and exempt organizations. Advance enrollment highly recommended. & Reg# CA Through Sep 7: $355 / After: $385 Westwood: 107 Extension Lindbrook Center Wed 6-10pm, Oct 7-Nov 4 Sat 8:30am-12:30pm, Oct 10-Nov 21, 12 mtgs John T. Schooler, JD, Attorney, Appeals Officer, Internal Revenue Service Gregory Habib, CPA, MST, IRS International Examiner (retired). Charlotte Edginton, MA, Appeals Officer, Internal Revenue Service Flora M. Basa, BS, CPA, Revenue Agent, Internal Revenue Service.

47 Enroll at uclaextension.edu or call (800) Business, Management & Legal Programs 65 Enrolled Agent Examination Preparation: Representation, Practice, and Procedures D Management 1.2 CEU 10.5 hours of MCLE credit available. This section covers practice before the IRS, income tax preparers and penalties, representation, collection procedures, examination of returns, and the appeals process. Advance enrollment required. & Reg# CA Through Nov 5: $159 / After: $175 Westwood: 107 Extension Lindbrook Center Sat 8:30am-12:30pm, Dec 5 & 12 Wed 6-10pm, Dec 9, 3 mtgs John T. Schooler, JD, Attorney, Appeals Officer, Internal Revenue Service 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 56. & Reg# CA Through Aug 24: $559 / After: $615 UCLA: 170 Dodd Hall Thu 6:30-9:30pm, Sep 24-Dec 10, 12 mtgs (no mtg 11/26; 1 mtg to be arranged) Jeffrey Geida, BA, JD, LLM, Counsel, Weinstock Manion, a Law Corporation EEAdvanced Estate Planning X Management 3 units 25.5 hours of MCLE credit available, including 1 hour of Legal Ethics. Prerequisite: X Estate Planning or consent of instructor. For more information see page 56. & Reg# CA Through Aug 21: $419 / After: $459 UCLA: 2238 School of Public Affairs Bldg. Mon 6:30-9:30pm, Sep 21-Nov 16, 9 mtgs Robert E. Strauss, JD, Director, Weinstock Manion, a Law Corporation Seminars Tax Strategies for Building and Maintaining Wealth Management 0.6 CEU Includes course materials. This 1-day seminar is designed for individuals who are interested in implementing proven tax strategies for reducing overall tax liabilities and increasing cash flow. Participants learn how to lower or defer federal and state income taxes, capital gains taxes, and estate taxes. The seminar includes a multi-line analysis of the 1040 tax form in terms of both a tax strategy and financial-planning perspective. Current pension law also is reviewed to determine the best options for managing retirement assets, including pensions, IRAs, and 401K plans, to ensure desired distribution benefits and a maximum transfer of wealth. Enrollment limited. Advance enrollment highly recommended. Participants may enroll at the door, space permitting; payment by credit card only. Reg# CA Through Sep 24: $95 / After: $105 Westwood: 214 Extension Lindbrook Center Sat 9am-3pm, Oct 24, 1 mtg David R. Bergmann, BS, CFP, EA, CLU, ChFC, Managing Principal, The David R. Bergmann Group; UCLA Extension Distinguished Instructor Award c UC credit m Online course e Not available passed/not passed & Text required M Course held during daytime hours 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 63. & Reg# CA Wendy Walston Achilles, PhD, CPA Reg# CA Dana N. Leland, PhD EETaxation of Property Transactions m 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. For technical requirements see page 4. Core course in the Taxation Certificate. Enrollment limited. Reg# CA 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 64. & Reg# CA Through Aug 30: $625 / After: $685 Sep 30-Dec 9 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 Mark S. Hoose, Esq., Attorney at Law. 31st Annual Tax Controversy Institute Tue, Oct 27, The Beverly Hills Hotel Join us for one of the preeminent conferences in the United States exclusively dedicated to tax controversy and tax litigation. Learn the latest trends on tax controversy issues. Network with leading tax professionals and IRS representatives. Includes continental breakfast, awards luncheon, and postconference reception. (310) uclaextension.edu/taxcon 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 56. & Reg# CA Walter C. Whitaker, JD, MBA, LA Elder Law. EEIncome Taxation in Personal Financial Planning m X Management 4 units Prerequisite: X Survey of Personal Financial Planning, X Financial Analysis in Personal Financial Planning, and X Fundamentals of Tax Preparation, or X 127 Federal Income Taxation, or consent of instructor. Required course in the Personal Financial Planning Certificate. Core course in the Taxation Certificate. Enrollment limited. For more information see page 56. & Reg# CA David R. Bergmann, BS, CFP, EA, CLU, ChFC, Managing Principal, The David R. Bergmann Group; UCLA Extension Distinguished Instructor Award The Institute s continued success is structured around our mission to provide an open forum for distinguished presenters and panelists to discuss and debate sometimes sensitive tax practice issues with an engaged audience. Page 65. Conferences For more information call (310) or [email protected] 31st Annual Tax Controversy Institute Management 0.7 CEU 7.5 hours of MCLE credit available. The Annual Tax Controversy Institute is the preeminent conference in the United States dedicated to tax controversy and tax litigation. Designed for attorneys, accountants, and business and corporate professionals, this 1-day conference brings together sophisticated tax practitioners from the federal government, judiciary, and private practice to discuss and debate the procedures, policies, and strategies that are involved in resolving difficult tax controversy issues. The Institute s continued success is structured around extremely high-quality practical presentations by sophisticated government and private practitioners from throughout the country who enjoy an open discussion of sometimes sensitive practice issues with the audience. Our responsibilities to tax administration and to the profession dictate an ongoing, strong commitment to this annual Institute. For more information call (310) Reg# CA Through Sep 27: $435 / After: $475 Beverly Hills: Beverly Hills Hotel, 9641 Sunset Blvd. Tue 8am-5pm, Oct 27, 1 mtg Charles P. Rettig, Conference Chair; JD, Hochman, Salkin, Rettig, Toscher & Perez, PC