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Department of
Department of

Select Topics in Finance

Select Topics in Finance
Saturdays at UH
9 a.m. - 3 p.m.

For more information,
please contact:

Kris Jacobs:

John Lopez:

Charity Knight

Learn about how finance impacts decision-making in corporations and personal investments. These topics will allow you to learn the vocabulary and the mechanics of cash flow, and demystify the language of money.

Who should attend:

  • Individuals who do not have a background in finance but require the knowledge to be successful in their position.
  • Managers with profit & loss responsibilities who work in non-financial areas like accounting, marketing, engineering, human resources, etc.
  • Leaders who are responsible for making crucial financial decisions for their organization.
  • Anyone who needs a refresher on financial topics.

Current topics include:

Net Present Value, Internal Rate of Return and Valuation Techniques

Date: July 29, 2023 | Time: 9 a.m. - 3 p.m. | Location: UH Campus | Premier Promotional Price: $0

Instructor: Tom George, Ph.D.

Participants with be introduced to:

  • The concepts of Time Value of Money, Net Present Value, Internal Rate of Return and Capital Budgeting.
  • The importance of Capital Structure for Net Present Value and Capital Budgeting.
  • Discounted Cash Flow, Unlevered Cash Flow and Weighted Average Cost of Capital calculations.
  • Concepts will be illustrated with interactive examples, discussions and group work.

By Invitation

Mergers and Acquisitions (M&A)

Date: Aug. 26, 2023 | Time: 9 a.m. - 3 p.m. | Location: UH Campus | Cost: $1,475

Instructor: Vijay Yerramilli, Ph.D.

This course will offer participants a broad overview of Mergers and Acquisitions transactions.

  • Broad overview of M&A transactions: (i) why do companies undertake these transactions; (ii) methods of payment and financing; and (iii) implications for shareholder value of the acquiring and target firms
  • Introduction to private equity and leveraged buyouts
  • Legal and institutional framework: (i) the role of the board of directors; (ii) introduction to antitakeover provisions; (iii) the role of activist investors; and (iv)regulation of M&A activity

Personal Financial Planning

Date: Sept. 9, 2023 | Time: 9 a.m. - 3 p.m. | Location: UH Campus | Cost: $1,475

Instructor: John Lopez, CFP®

This course will introduce participants to the topics that, when implemented, will lead to financial security.

  • Creating and analyzing personal financial statements.
  • Qualified and non-qualified retirement plans and retirement needs analysis.
  • Personal risk management topics; property/casualty/liability/disability Insurance.
  • Topics in estate planning. Wills, trusts and powers of attorney.

Capital Markets

Date: Oct. 2, 2023 | Time: 9 a.m. - 3 p.m. | Location: UH Campus | Cost: $1,475

Instructor: Kris Jacobs, Ph.D.

This course offers participants an overview of the most important capital markets and financial securities: Stocks, Bonds, Options and Futures. Students will learn about the various debt instruments used by companies and governments.

We discuss the principal characteristics of these securities and analyze their payoffs and risks. We analyze this from the point of view of an investor, but also from the perspective of a corporation that seeks to raise capital or hedge its cash flow.

  • Valuation in stock markets: the Gordon growth model and price-earnings ratios.
  • Efficient markets and stock market anomalies.
  • Yield to maturity and the risks faced by fixed income investors.
  • Analyzing and quantifying interest rate risk and credit risk using duration, credit ratings and more advanced credit tools.
  • Payoffs to options and futures positions.
  • Complex option strategies and option pricing models.
  • Risks in futures markets, clearinghouses and mark-to-market.