In this course, students will focus on key concepts of wealth management including the preparation of family financial statements and financial diagnosis, asset allocation principles, regulations and supervision of wealth management, and the professional ethics and conduct of wealth management. Students examine the optimal allocation investment principles of family wealth and develop a reasonable family financial plan. Moreover, students will investigate wealth management tools and investment strategies. This includes insurance planning, risk management, and asset securitization. Students will assess financial management strategies to preserve and extend family wealth as well as gain an understanding of characteristics, benefits and risks of each wealth management tool.

This course examines the most important components of corporate finance. The course starts with an examination of the financial statements and the related financial ratios. The financial statements include the balance sheet and the income statement while the financial ratios make use of financial statement metrics to assess such issues as profitability, short term solvency, management of current accounts and debt structure choices. The course then studies some fundamental concepts on using present value and future value to solve business and personal financial problems. The differences between debt and equity securities are examined including the important role of interest rates in valuing debt securities ( i.e., government and corporate bond values). This course will examine the benefits and costs of employing debt verse equity with the objective to maximize the value of the firm.

This course is about behavioral finance theory. Traditional finance focuses on the classic asset pricing model. They assume that investors’ behavior is rational and that the stock and bond markets are fully effective. But psychological research has found that people are not completely rational and the market is not completely effective. Therefore, behavioral finance is a research method and theoretical system combining behavior theory and financial analysis. In the course, students will learn a variety of theories such as arbitrage, investor expectations, and investor risk tolerance. And they will be able to make financial decisions by analyzing people’s psychology, behavior, and emotions.

This advanced graduate seminar explores issues and models for leveraging human resources to execute business strategy. Topics include succession planning, leadership development models, workforce staffing models, compensation models, and training and development strategies. Equivalent to ORG 8182.

Many major companies have made coaching and leadership development a core part of executive development. This course takes the next step in examining the theories of leadership with emphasis on linking theory and practice to create effective organizational leaders.

This course will build on the work students began in Scholarly Argument I and the research skills honed throughout the curriculum. Organization of content and formulating a well-researched scholarly argument are key learning outcomes. Students will produce a first draft of a literature review in their content areas and review potential research methodologies for completing either an Applied Doctoral Project or Dissertation. Prerequisites: Scholarly Argument I and 6 credits of research (RES) courses.

In this course, students study the theory and practice of objective assessment and its application to organizational leadership. The course focuses on how objective assessment is used to provide insights into readiness for leadership and management roles. Primary emphasis is on published instruments and inventories commonly used in executive coaching, organizational leadership assessment, and organizational development.

This advanced course explores the theory and strategic application of performance management systems. An emphasis is placed on best practices in employee engagement, leadership development, succession planning, evaluative performance feedback, and compensation models. The ways that the changing nature of work and changing demographics in the business world are influencing performance management systems are examined, including globalization, generational differences, multinational operations and cross-cultural issues. Based on current theories and applications for performance management systems, students explore current literature and case examples to implement and support organizational development activities and increased organizational effectiveness.

As the second part of a two-course sequence for students who will do an Applied Doctoral Project (ADP), this course involves exploring project approaches specific to ADP development. Approaches include: Systematic Literature Review; Program Evaluation; Action Research; Program development; and Handbooks. Students will apply at least two of those approaches to their possible ADP topic and be equipped to explore a chosen approach deeper as part of future completion of their ADP. [Effective 2/16/2021 the course title and description have updated, previously titled, Action Research]

This seminar examines cutting edge trends in organizational change, the current global business climate, forces driving change, and issues related to positioning organizations for the future. The topics selected will connect change with culture, existing organizational strategies, and the process of change in future directions. Major case study examples of organizational change are included in the learning process.