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Credential: Financial Management

Many decisions you make have financial significance. Learn how financial concepts relate to organizational success.
About this event.

The program contains a series of modules that will introduce you to apply skills used in finance, accounting, and economics. This program focuses on applying knowledge, up-skilling, and mimic’s “on-the-job” training.

By the end of this program, you will know how to create financial statements, comprehend the investment and capital decisions needed in various scenarios, and understand how the economy can affect your strategy.

Learning Objectives:

Introduction to Financial Statements Analysis
Create and analyze balance sheets, income statements cash flow statements, and statements of retained earnings
Describe the role of footnotes and MD&A in the total analysis of financial statements
Calculate and apply financial ratios and models as a part of a complete analysis

Econ 101
Discuss money’s role in an economy
Describe the gold standard vs. fiat currency
Apply the prevailing economic theory to current economic situations
Explain the roles of the Federal Reserve and U.S. Treasury and how they differ
Compare and contrast monetary and fiscal policy

Corporate Finance in Action
Describe the process of starting a business from the inception of the idea to taking a company public
Identify various types of business structures
Explain how companies use their assets and liabilities

WHEN:
Mondays: 6/6/2022 – 8/15/2022 (No class July 4)

WHERE:
Virtual via Zoom

TIME:
5:30 PM – 8:30 PM EST

*This program is free for students attending Bluffton, Capital, Denison, Heidelberg, Kenyon, Marietta, Ohio Wesleyan, Otterbein, Wittenberg, and Wooster. Ask your career center for the promotional code.*

NOTE: You will have an opportunity to earn a badge that signifies the time and effort you put into this program, based on your instructor’s requirements. You can include this badge on your resume and post it to your LinkedIn profile.

Instructor:
Your instructor, Ronnie Weiner, is an experienced Fixed Income Portfolio/Fund Manager skilled in High Yield Fixed Income, FX Hedging, Credit Analysis, and Asset Management. Ronnie studied Political Science/Pre-law and Mathematics while obtaining a minor in mathematical philosophy at Ohio University. He received his Master’s in Financial Economics from Ohio University in 2008. Throughout his master’s program, Ronnie focused his research on the United States yield curve, including his thesis titled, “Deconstructing the Yield Curve using Economic Indicators Most Pertinent to the United States Dollar.” After graduation, Ronnie began his bond trading career at Huntington Trust (later reorganized to Huntington Asset Advisors) in 2006. Throughout his career, he rose from a bond trader to a senior bond trader, portfolio manager, and finally, Mutual Fund Manager with $4 billion AUM. After Huntington Asset Advisors was sold in 2015, Ronnie was hired to design, develop, structure, implement, and manage the bond trading department for a private equity firm in Columbus, Ohio. In 2018, Ronnie was able to fulfill a lifelong dream of teaching bond trading at his alma mater, Ohio University. He is currently teaching Fixed Income Trading and Analysis, Risk & Insurance Business Economics for the College of Business, as well as Fixed Income Securities and Portfolio Management and Corporate Finance for the Masters of Financial Economics.

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