un unFundamentals of Finance & Marketing

unFaculty of Economics and Business Administration

Presented by:

Sanjeev Nath

un unPresentation Goal

• Put in context where we are in this class– What you have covered?

• Plan the semester– Where are we going?

• How are these topics inter-related?• Approach to the class

– Your role– My role

un unSo far…

Business in aChanging World

•Goals, People, and Activities

•Different Economic Systems: Capital, Social, Communism

•Supply/Demand, Competition

•Ethics Social Responsibility

•IB: Trade, Barriers, Block/Alliance

•IB: Exp/Imp, FDI, JV, MNC Franchise, & Strategy

•IT: Managing Info, B2B, B2C, C2C

un unSo far…

Starting & Growing a Business

Business in aChanging World

•Sole Proprietorships, Partnerships, and Corporations

•Mergers and Acquisitions

•Small Businesses

un unSo far…

Quality and Competitiveness

Starting & Growing a Business

Business in aChanging World

•Managment Functions

•Types and Areas of Management

•Skills of Managers,

•Organizational Structures: Contributes to Communication

• Groups and Teams

•OM. Capacity, Lead Time, Bottlenecks, Logistics, Scheduling

un unSo far…

Human Resources

Quality and Competitiveness

Starting & Growing a Business

Business in aChanging World

•Hawthorne Effect, Maslow

•Motivation Techniques

•Recruitment, Selection, Retention, and Separation

•Turnover, Benefits, Unions

•Diversity

Example

un un

Business Process Re-engineeringContinuous Improvement/Learning Organization

Empowerment

Workout

Visioning

Cycle Time/Speed

Benchmarking

One Minute Managing

Corporate Culture

Intrapreneuring

Just in Time/Kanban

Matrix

MBWA

Portfolio Management

Restructuring/Delayering

“Excellence”

Quality Circles/TQMWellness

Decentralisation

Value Chain

‘Theory Z’

Management by Objectives

Conglomeration

T-Group Training‘Theory Z’

Brainstorming

Theory X and Theory Y

Satisfiers/Dissatisfiers

Managerial Grid

Decision Trees

1950 1960 1970 1980 20001990

Self Managing Teams

Core Competencies

Horizontal Organizations

Zero Base Budgeting

Strategic Business Units

DiversificationExperience Curve

Infl

uen

ce I

nd

exEbbs, Flows and Residual Impact of Business Fads *

1950-2000

un unMoving Forward…

Human Resources

Quality and Competitiveness

Starting & Growing a Business

Business in aChanging World Marketing

Accounting

Finance

un unInter-Connections

Accounting

Human Resources

Labor Relations

Marketing

Finance

Information Systems

Logistics/Production

Strategy

General Business

un unExample

Accounting

Human Resources

Labor Relations

Marketing

Finance

Information Systems

Logistics/Production

Strategy

A Party

un unMoving Forward…

Human Resources

Quality and Competitiveness

Starting & Growing a Business

Business in aChanging World Marketing

un unMarketing Section

Introduction

Target Market

Distribution PromotionPricingProduct

Env. Factors

•Five Types of Utility

•Marketing Concept and Functions

•Customer Relations Management

un unMarketing Section

Introduction

Target Market

Distribution PromotionPricingProduct

Env. Factors

•Target Market Strategies

•Ways to Segment a Market

•Buying Behavior

un unMarketing Section

Introduction

Target Market

Distribution PromotionPricingProduct

Env. Factors

•Developing and Classifying Products

•Product Life Cycle

•Identifying Products: Crossing the Chasm

un unMarketing Section

Introduction

Target Market

Distribution PromotionPricingProduct

Env. Factors

•Distribution Channels

•Intensity of Coverage

•Actual Distribution

un unMarketing Section

Introduction

Target Market

Distribution PromotionPricingProduct

Env. Factors

•Strategies

•Relavance of Contribution and Gross Margin

•Competition

un unMarketing Section

Introduction

Target Market

Distribution PromotionPricingProduct

Env. Factors

•Methods

•Push and Pull Strategies

•Location

un unMarketing Section

Introduction

Target Market

Distribution PromotionPricingProduct

Env. Factors

•Four forces affecting your product

un unMoving Forward…

Human Resources

Quality and Competitiveness

Starting & Growing a Business

Business in aChanging World

Accounting

un unAccounting Section

Introduction

Journal Entry

Income Statement

•Who uses Accounting, and for what?

•Double – Entry Book Keeping

•The Accounting Cycle

Balance Sheet

Break – Even Analysis

Ratio Analysis

un unAccounting Section

Introduction

Journal Entry

Income Statement

•Debits and Credits

•Importance of Understanding the Terms

Balance Sheet

Break – Even Analysis

Ratio Analysis

un unAccounting Section

Introduction

Journal Entry

Income Statement

•Creating the Income Statement

•Calculating Cost of Goods Sold

•Calculating Gross Margins

Balance Sheet

Break – Even Analysis

Ratio Analysis

un unAccounting Section

Introduction

Journal Entry

Income Statement

•Creating the Balance Sheet

•Calculating Contribution Margin

Balance Sheet

Break – Even Analysis

Ratio Analysis

un unAccounting Section

Introduction

Journal Entry

Income Statement

•Monetary and CM% Break - Even

•Step Fixed Break Even

•Blended Break - Even

Balance Sheet

Break – Even Analysis

Ratio Analysis

un unAccounting Section

Introduction

Journal Entry

Income Statement

•Using the Income Statment and the Balance Sheet to Analyse company performance and provide recommendations

Balance Sheet

Break – Even Analysis

Ratio Analysis

un un

un unQuestions

un unConsulting Question

• Your consulting firm has just been asked to examine this situation:

• An automotive retail store and garage with two stores (one located in the suburbs, the other in downtown) is experiencing difficulty.

• Market share is increasing but total profit is decreasing.

• What questions should you as to help the company start back on the right track? What recommendations would you make?