Download - Spring 2016 Catalog

SPRING 2016 CATALOG805.893.4200 | EXTENSION.UCSB.EDU

UC Excellencewithin Your Reach Applied Behavior Analysis | AccountingBusiness Leadership | Child LifeHR Management | Marketing | TESOLParalegal Studies | Project MangementStrategic Business | Technology Management

My education at UCSB Extension

has been priceless. The instructors are very

helpful and committed. They’re professionals

who are always encouraging the students to become an active part

of the work force.”-Mirley Vargas

http://extension.ucsb.edu/index.jsp/

Enroll Online: extension.ucsb.edu UCSB EXTENSION SPRING 2016 1

Business & Management

Accounting

Financial Statement Analysis(4.0 units)

This course analyzes financial statements for investment and credit decisions using profitability and risk measures. Students learn to integrate economics, business strategy, accounting, and other business disciplines and to focus on the application of important concepts and analytical tools. Tulsi Caughell, CPA, is a senior tax professional at Bartlett, Pringle & Wolf, LLP in Santa Barbara. Previously she served as a tax consultant and a senior tax professional at Deloitte, LLP.

Note: This course provides a blended approach to learning. Students attend 6 classroom sessions for a total of 18 hours, and an additional 18 hours online as stated in the course syllabus.

Students may be required to purchase a textbook prior to the first class meeting. Please order textbooks from the bookseller of your choice. Be sure to order the correct ISBN and textbook edition. Please check extension.ucsb.edu for updated textbook information.

When: Friday, 5:30pm-8:30pm, April 1, April 8, April 22, May 6, May 20, June 3

(6 meetings)

Where: UCSB Campus, location to be announced

Fee: $465 Early Bird Discount Fee $515 if payment is received after March 19

Prerequisite: Principles of Financial Accounting I and II or consent of instructor

Applicable Towards: Business Accounting, Professional Accounting

Course #: ECON X418-001

Intermediate Accounting I(4.0 units)

This is the first accounting course at the professional level for the student concentrating in accounting. It offers an intense examination of generally accepted principles related to the preparation of financial statements, with particular emphasis on balance sheet valuations and their relationship to income determination. It also covers the conceptual framework underlying financial accounting and introduces the concept of the time value of money and the application of present value techniques to accounting valuations. Participants study in-depth the valuation and disclosure issues associated with cash, receivables, inventory, property, plant, and equipment. Dennis Clark, CPA, CFP, is a tax manager at Bartlett, Pringle & Wolf, LLP in Santa Barbara.

Note: Students may be required to purchase a textbook prior to the first class meeting. Please order textbooks from the bookseller of your choice. Be sure to order the correct ISBN and textbook edition. Please check extension.ucsb.edu for updated textbook information.

Three instructional hours will occur as a project outside of class time.

When: Tuesday, 6:30pm-9:30pm, March 29-June 7

(11 meetings)



Prerequisite: Principles of Financial Accounting I/II, equivalent courses, or consent of instructor


Course #: ECON X420A-001

Principles of Financial Accounting I(4.0 units)

This introductory course covers fundamental principles and procedures of financial accounting. It is designed to meet the needs of business students as well as those wishing to concentrate on accounting. Emphasis is on developing the technical procedures of the accounting cycle, including journalizing, posting, adjusting entries, closing procedures, and preparing the four financial statements (i.e., balance sheet, income statement, statement of cash flow, and statement of stockholders' equity).

Mark Pasternak, B.A., CPA, principal, Mark Pasternak CPA, Santa Barbara


When: Tuesday, 6:30pm-9:30pm, March 29-June 7, Saturday, 9am-12pm, May 21

(12 meetings)

Where: UCSB Ventura Center, 3585 Maple St, Ventura


Prerequisite: None


Course #: ECON X400A-001

CALL 805.893.4200 VISIT EXTENSION.UCSB.EDU

UCSB Extension strives to publish accurate information in the printed catalog, on the web, and in all other media; however, all information (including fees, dates, locations, instructors, etc.) may be subject to change or correction in the event of an error.

SPRING 2016 CATALOG

http://www.extension.ucsb.edu

http://extension.ucsb.edu/static/landing/accounting.jsp

http://extension.ucsb.edu




2 UCSB EXTENSION SPRING 2016 Call to Enroll: (805) 893-4200

Business

Business Law(4.0 units)

Explore the significance and growth of U.S. law, particularly as it relates to current trends in public policy, the marketplace, and its manifestation in important legal cases. Areas of discussion include contracts, securities, business organization, agency, sale of property, employment law, torts, and other topics.

Kristine McCardle, J.D., attorney, employment law consultant; member of the State Bar of California


When: Wednesday, 6pm-9:40pm, March 30-June 1

(10 meetings)



Applicable Towards: Business Accounting, Paralegal Studies

Course #: BUSAD X108-057

Cultural Perspectives of Leadership(2.0 units)

In the business world leaders must always be sensitive to the importance of perception and rapport among individuals within different cultural groups. This is particularly true if the he/she is attempting to bridge differences in ethnicity, language, gender, or culture. With the diverse backgrounds of employees, customers, and business associates, it is important to be prepared to deal with a variety of cultural and social influences. Angela Antenore, M.Ed., is a consultant in diversity and inclusion, leadership and employee development, conflict management, and strategic planning. Since 1988 she has worked with a variety of clients including corporations, government agencies, nonprofit organizations, law enforcement agencies, universities, public and private schools, religious groups, and others. Her experience as both an internal and external consultant includes working with all levels of employees in effective cross-cultural communication, human resource management, customer satisfaction, and team building. She conducts organizational assessments and provides general consulting services to improve organizational inclusion of diverse populations.

Jacqueline Oliveira, M.A., principal, Faeron Cultural Communications, Santa Barbara. Ms. Oliveira has extensive experience in training of management, supervisory, and support personnel in cross-cultural communications, cultural diversity, and quality systems. Prior to her work in cross-cultural communications, she was involved in the legal field as a researcher for international contract negotiations. She designs research materials for American companies and is the author of a growing series of field manuals designed for the American business person working with an international counterpart.


Four instructional hours will occur as a project outside of class time.

When: Saturday, 9am-4pm, May 21, June 4

(2 meetings)


Fee: $335 Early Bird Discount Fee $385 if payment is received after May 8

Applicable Towards: Business Leadership


Foundations of Leadership(4.0 units)

Learn to influence, manage, and lead effectively. This course provides you with opportunities to learn techniques and develop skills to make better decisions, resolve conflicts, improve employee performance, and lead change throughout the organization. Through self-assessment, challenging problem-solving studies, and team building exercises, you will develop your own unique leadership style for success.

Pauline Chandler, B.S., M.Ed., is the founder of Chandler Coaching, providing coaching and training services for individuals, entrepreneurs, investors, and teams. She previously worked as an associate professor, program director, and chair at Antioch University in Keene, NH and Santa Barbara.

Note: This fee includes the Strengths Finder assessment and access to full report (valued at $90).



When: Wednesday, 6:30pm-9:30pm, March 30-June 8

(11 meetings)


Fee: $550 Early Bird Discount Fee $ if payment is received after March 17



http://extension.ucsb.edu/static/landing/career-professionals.jsp





Human Resource Management

Foundations of Human Resource Management(4.0 units)

An introduction to the strategic contribution of human resource management to the total business enterprise. This course provides an overview of basic human resource management functions: workplace law and regulations, human resource metrics and cost analysis, recruitment, total rewards, compensation and benefits, training and development, and organizational behavior. Also included in the overview are basic elements including understanding the functions of HRM within an organization, typical designs of HRM departments, the responsibilities and roles of HRM personnel, and an exploration of HRM as a career. Instruction lays a broader foundation for topics that are covered throughout the certificate:

¡ Ethics

¡ Motivational theories

¡ Needs assessments

¡ Contracts and request for proposals

¡ Communication

¡ Adult learning theories Kathryn McKee, B.A., SPHR, president, Human Resources Consortia, Santa Barbara; former senior vice president, human resources, Standard Chartered First Interstate Bank Limited and First Interstate Bancorp. Ms. McKee's previous assignments in human resources were at Mattel Toys and Twentieth-Century Fox Film Corporation. A graduate of UCSB and the Anderson School Executive Program, she received NHRA's 1986 Member of the Year, PIHRA's 1990 Award of Excellence in Human Resources, SHRM's 1994 Award for Professional Excellence in Human Resources, and Santa Barbara Human Resource Association's Member of the Year in 2004. Ms. McKee co-authored Leading People Through Disasters, and speaks on this and other human resource topics.



When: Saturday, 9am-12pm, March 26-June 4

(11 meetings)



Applicable Towards: Human Resource Management

Course #: BUSAD X450.1-040

Understanding the Numbers for Human Resource Professionals(4.0 units)

Business will always be a numbers game, and if you want to be an integral part of a company's success, you need to be financially intelligent. To be a true business partner with senior management, human resource professionals must understand the basics of financial measurement and analysis, effectively control the financial impact of human resource strategies, and work to align the company's strategy with human capital.

This course provides an introduction to accounting practices. Typical company financial statements are examined and discussed, including the balance sheet, the income statement, and the statement of cash flows. The course explores measurements of the productivity of all major human resource functions including staffing, compensation, training, and employee relations. Students are given tools that allow them to gauge the effectiveness of human resources and communicate with senior management in the quantitative language they understand.

Steven Gibson, M.A., has 26 years of human resource leadership experience with corporations including Bank of America, Home Depot, Inc., Crum & Forster Insurance, and Allstate Insurance Company. He has managed and facilitated strategic HR audits, managed compensation planning processes comprised of multimillion dollar budgets, and counseled executives through critical business decisions that drove profitable revenue above planned forecasts.


When: Thursday, 6:30pm-9:30pm, March 31-June 2

(10 meetings)




Prerequisite: Foundations of Human Resource Management or consent of instructor


Managing Employee Compensation Programs(4.0 units)

Competitive compensation is one of the major issues every organization must face in balancing productivity with cost. This course explores current concepts, approaches, and techniques that shape the development of compensation strategy, plans, and policy. Participants also learn approaches for communicating compensation programs to employees and for monitoring the effectiveness of compensation policy. Topics include:

¡ Competitive salary analysis and labor market dynamics

¡ Salary administration, incentive plans, stock option programs, and deferred compensation

¡ Budgeting that underlies the development of compensation programs

¡ Design of compensation packages

¡ Compensation theories Yolanda Salvas, MBA, Human Resources, Natren, Inc.




(11 meetings)



Prerequisite: Foundations of Human Resource Management and Understanding the Numbers for Human Resource Professionals or consent of instructor




http://extension.ucsb.edu/public/category/courseCategoryCertificateProfile.do?method=load&certificateId=17012697&selectedProgramAreaId=12305&selectedProgramStreamId=12308






Managing Employee Benefit Programs(4.0 units)

Management must decide which benefits are most suitable and beneficial for their employees and organization. This course provides information essential for evaluating and designing cost effective employee benefit programs that meet corporate objectives. Students explore a range of benefit plans and discuss the implications of HRM decision-making in choosing benefit plans that balance cost with employee health and financial security. Topics include:

¡ Overview of retirement benefits

¡ Competitive benefit analysis

¡ Benefits communications

¡ Typical and leading edge benefits offered by employers

¡ Executive benefits

¡ Strategies, tools, and techniques for designing and managing benefit plans

¡ Design and finance of health and welfare plans

¡ Techniques and programs used to contain benefit costs

¡ Basics of regulatory compliance and cost containment

Susan Moriarity, J.D., attorney and human resources administrator, Tecolote Research, Inc. Ms. Moriarity's expertise is in employment law and human resources, including benefits and compensation.



When: Monday, 6:30pm-9:50pm, March 28-May 23, June 6-June 6

(10 meetings)



Prerequisite: Foundations of Human Resource Management and Understanding the Numbers for Human Resource Professionals or consent of instructor



Effective Recruitment, Selection, and Retention(4.0 units)

Finding the right employees to fit an organization's needs is a challenging task. This course examines concepts essential for effective staff recruitment, selection, and retention. Students also examine the diverse ways organizations view employees, and what organizational practices are effective to retain quality staff. Topics include:

¡ Recruitment techniques

¡ Job descriptions

¡ Assessment, including interviewing, testing, and background investigations

¡ Legal requirements

¡ Employee orientation

¡ Outplacement of staffing needs

¡ Staffing accountability

¡ Retention strategies

¡ Diversity in the workplace

Cindy Mayer, M.S., formerly the senior director of talent acquisition at Lynda.com, the local online learning company. She also serves as president of Workforce Strategies, a consulting firm that supports improved alignment of human capital with an organization's strategic goals. Ms. Mayer's areas of expertise include talent lifecycle, leadership capabilities, and human resource processes. Previously she served as vice president of recruitment for Disney ABC Television Group, executive director of staffing for AT&T, and vice president of IT staffing for SunTrust Banks, Inc.

Note: Students may be required to purchase a textbook prior to the first class meeting. Please order textbooks from the bookseller of your choice. Be sure to order the correct ISBN and textbook edition. Please check extension.ucsb.edu for updated textbook information. Three instructional hours will occur as a project outside of class time.


(11 meetings)



Prerequisite: Foundations of Human Resource Management or consent of instructor



Diversity and Inclusion in the Workplace(3.0 units)

Inclusive workplaces build on equal opportunity principles to create a culture of respect, involvement, and success for all employees. This course involves an examination of the complexity of a diverse workforce and explains how it can be used as an organizational asset. The course also considers paradigms that limit and promote inclusion and foregrounds what employers and employees can do to promote inclusive workplaces.

Malati Marlene Shinazy, M.Ed., founder, Pacific Leadership Consultants. Ms. Shinazy has worked worldwide as an external consultant, and within organizations as chief learning officer and VP of training and organization development. Her expertise is in diversity and inclusion in the workplace.


When: Saturday, 9am-1:30pm, May 14-May 21

(2 meetings)



Applicable Towards: Business Leadership, Human Resource Management






Marketing

Principles of Marketing(4.0 units)

In today's highly competitive marketplace, effective marketing is a core requirement of any successful organization. A well conceived strategic marketing plan supported by effective execution is essential to profitable business growth and/or nonprofit success. This course, which provides an overview of marketing and the marketing process, is designed for those new to marketing or those trained in other disciplines.

Cynthia A. Benelli, Ph.D., lecturer, Department of Economics, UCSB. Ms. Benelli has taught courses on competitive strategies, managerial accounting, and managerial economics, among others. She has received numerous fellowships for her research and received an Outstanding Teaching Assistant Award during her graduate studies.



(10 meetings)



Applicable Towards: Marketing


The Art and Science of Web Analytics(1.0 unit)

Web analytics offers insightful information about an organization’s performance and permits easy monitoring of web patterns. Web marketing is the most trackable marketing medium out there; however, the real value of web analytics data lies not in the science of the stats, but in artful interpretation.

This course teaches participants how to comprehend, setup, and analyze the art and science of web analytics. Participants learn how to use web analytics including reviewing past and current web performance, understanding customer behavior, gauging campaign execution while learning how to continually optimize web marketing efforts, and addressing overall marketing strategy. This course addresses free tracking tools and best practices for reviewing web statistics. Google Analytics is a free tool that is the platform to learn how to setup and read web analytics. Participants review and define major web analytics elements including top referring traffic sources, unique visitors, average time on site, geographical trends, search feedback, and bounce rate.

Nicki Gauthier, B.S., Digital Marketing Committee chair, AIGA Santa Barbara Chapter. Ms. Gauthier provides web marketing support, training, advisory, and execution to maximize web opportunities and successes. She supports businesses by managing and reviewing web analytics, online advertising, social media marketing, and search engine optimization to build strategic web action plans that achieve marketing goals. She has experience in sales and marketing for the technical rescue industry.


When: Wednesday, 5:45pm-8:45pm, April 6-April 20

(3 meetings)





Global Marketing(3.0 units)

Globalization is reaching a level of unprecedented growth. Within the last decade, world trade in merchandise and services grew at a rate of 140 percent. International marketing, the study of developing communications and conveying value across nations, is often aggressively pursued and yet misunderstood. Firms are increasingly aware of the major international business blunders, too often, that are associated with marketing mistakes. To succeed in a world of constant changes and lightning growth development, firms need to prepare themselves thoroughly and take a proactive response in marketing across borders.

This course explores the theory and practice of marketing on a global magnitude. Special emphasis is placed on knowledge about the increasingly important big and emerging markets (BEM). The ultimate goal is to provide students with the conceptual and analytical tools that will enable them to develop effective international marketing plans with the purpose of capturing global market opportunities while carefully avoiding the most common pitfalls in the world trade arena.Dr. Johannes Beverungen is a visiting professor from Baden-Wuerttemberg Cooperative State University (DHBW) in Germany.


Nine instructional hours will occur as a project outside of class time.

When: Monday, 4:30pm-6pm, April 11-May 16, Wednesday, 4:30pm-6pm, April 13-May 18

(12 meetings)



Prerequisite: Recommended: Successful completion of Principles of Marketing or an introductory marketing course or professional experience in the field of marketing


Course #:BUSAD X409.11-008







Marketing in the 21st Century(3.0 units)

Many factors affect marketing in the 21st century, including changing technologies, globalization, deregulation, and customer empowerment. In this course students learn about the latest technologies driving purchase decisions around the world. Whether it is blogs, Facebook, LinkedIn or Twitter, social platforms are doing more than creating buzz. As social networks grow, their power to shape consumer conversations and amplify word-of-mouth chatter is on the rise. This course covers concepts of social media marketing, current principles and best practices of web marketing and Search Engine Marketing (SEM), a popular and ever-growing web marketing application.

Amber J. Wallace, B.A., founder of Dowitcher Designs, a design studio specializing in web and print communications including web marketing. Ms. Wallace is coeditor of Afrogeeks: Beyond the Digital Divide and works as a web development counselor for Web Marketing Therapy. Her experience includes web design, web marketing, publishing, project management, and small business entrepreneurship.


When: Tuesday, 6:30pm-9:30pm, March 29-May 31

(10 meetings)



Prerequisite: Recommended: Successful completion of Principles of Marketing or an introductory marketing course or professional experience in the field of marketing



Professional Financial PlanningPrinciples of Professional Practice(3.0 units)

This course provides a basic introduction to the business practices that are essential for financial planning. Topics include:

¡ Survey of the five components of financial planning: investments, tax planning, retirement planning, estate planning, and insurance

¡ Purpose, benefits, components, and responsibilities of a financial planner

¡ Introduction to the CFP Board's Financial Planning Practice Standards

¡ Ethics

¡ Budgeting

¡ Emergency fund planning

¡ Credit and debt management

¡ Function, purpose, and regulation of financial institutions

¡ Client attitudes and behavioral characteristics

¡ Educational funding

¡ Financial planning for special circumstances

¡ Characteristics and consequences of types of entities and property titling

¡ Financial services industry regulation requirements

¡ Business law

¡ Monetary settlement planning

Jonathan Keith, M.B.A., CFP®. Mr. Keith has an MBA from the Tuck School of Business at Dartmouth and a degree in aerospace engineering from Cal Poly, San Luis Obispo. He currently works as an associate at Laguna Capital Management Inc., in Santa Barbara.


When: Saturday, 9:30am-12:50pm, April 2-May 21, June 4

(9 meetings)



Applicable Towards: Professional Financial Planning

Course #: ECON X425.1-031






Retirement Planning(4.0 units)

Students survey the various plans that are available to financial planners for providing retirement benefits and other investment-oriented employment benefits to business and employees. Topics include:

¡ Retirement needs analysis

¡ Employee stock options

¡ Stock plans

¡ Non-qualified deferred compensation

¡ Employer/employee insurance arrangements

¡ Types of retirement plans

¡ Qualified plan rules and options

¡ Other tax-advantaged retirement plans

¡ Regulatory considerations

¡ Plan selection for businesses

¡ Investment considerations for retirement plans

¡ Distribution rules, alternatives, and taxation

Michael Vidal, B.S., CFP®, California Department of Insurance license in health, life, and accident, Series 7 & 66; partner, Cornerstone Insurance Services LLC, Goleta. Prior to joining Cornerstone Insurance Services LLC, Mr. Vidal was responsible for all community banking for Wells Fargo Bank where he served as vice president. In spring of 2012, Mr. Vidal successfully completed the program of Financial Planning at New York University, and later passed the comprehensive CFP® Examination. He is a graduate of UCSB with a double major in business economics and sociology.

Note: Please order textbooks from the bookseller of your choice. Be sure to order the correct ISBN and textbook edition. Please check extension.ucsb.edu for updated textbook information.


Prerequisite: Principles of Professional Practice or Principles of Financial Analysis

Applicable Towards: Professional Financial Planning

LOCATION 1 (Live Lecture)

Note: This class is being conducted live at UCSB and broadcast to the Ventura Center. See section 030 to enroll in the class being held at the Ventura Center.


(11 meetings)


Course #: ECON X425.5-029 (AT UCSB)

LOCATION 2 (Broadcast)

Note: Broadcast via a synchronous interactive video system – Ventura area students participate in a fully interactive, two-way videoconference with UCSB. Please see section 029 to enroll in the live session at UCSB.


(11 meetings)


Course #: ECON X425.5-030 (IN VENTURA)

Project Management

Introduction to Project Management(4.0 units)

Project management has become an expected professional skill for managers and specialists in all disciplines. Driven by global competition and new technologies, the use of project management is expanding wherever organizations need to achieve performance objectives within scope, cost, and time constraints. For serious students of project management, this course provides a conceptual and operational foundation for further study. Topics include:

¡ Theoretical underpinnings of project management

¡ Project management put in a historical perspective

¡ Examples of successful and unsuccessful projects

¡ Working vocabulary of project management terms and acronyms

¡ Survey of project management knowledge areas

By completing this course, students are equipped with sufficient conceptual understanding to participate in subsequent in-depth courses in project management. In addition, students are able to put previous experiences in project management into a more systematic conceptual context.

Paul Valenzuela, B.A., associate director and operations manager, Communications Services, Office of Information Technology, UCSB; chairperson, Santa Barbara Project Management Interest Group (SBPMIG). Mr. Valenzuela has nearly 30 years of experience as a project and functional manager and a team leader in both private industry and public service.


Nine instructional hours will occur as a project outside of class time.

When: Saturday, 9am-5pm, April 2-April 16, Saturday, 9am-4pm, April 23

(4 meetings)



Applicable Towards: Project Management, Business Leadership, Marketing

Course #: ENGR X452.01-026






Project Scope, Cost, and Time Management: Earned Value(3.0 units)

Major contributors to success in project planning and execution are the systematic methods of control in project scope, schedule, and cost variations. In this course, students are provided with a detailed examination of methods, techniques, and concepts dealing with the effective prevention and control of "scope creep," time delays, and cost overruns. The course guides students toward the understanding of, and appreciation for, the Earned Value System (EVMS). Topics include:

¡ Understanding the planning process as related to scope, time, and cost

¡ Implementing current project management methods for project planning

¡ Implementing systems to monitor and control project execution

¡ Looking at scope, schedule, and cost monitoring systems

¡ Setting up a system to monitor Earned Value

¡ Using EVMS, and understanding the numbers it produces in order to make effective project management decisions

¡ Understanding the procurement process in the context of project management planning and execution

This course is taught with an emphasis on the application of EVMS techniques in a complex project management planning and execution case study example.

Nathaniel (Nate) Crews, PMP, senior project management and technology consultant, International Institute for Learning in New York and the Corporate Education Group, Boston


When: Saturday, 8:30am-5pm, April 30-May 21

(4 meetings)


Fee: $435 Early Bird Discount Fee $485 if payment is received after April 17

Prerequisite: Introduction to Project Management or consent of instructor

Applicable Towards: Project Management


Quality and Risk Management for Project Managers(3.0 units)

Quality and risk management issues are often associated with a project during its execution phase. This is because the best laid project plans and the most foresighted schedule estimates often tend to disintegrate over the course of project life cycles. This need not be. Anticipating quality and risk issues should be essential elements of project planning, as well as areas for effective monitoring and control. This course provides the tools to deal proactively with quality and risk issues before they are manifested. Topics include:

¡ Evaluating risks a project in terms of urgency and potential for growth

¡ Embedding quality into a project plan from the beginning

¡ Dealing with quality crises after they occur

¡ Applying various tools, such as decision analysis, diagnostics, process control charts, or flowcharting, in a project management context

¡ Assessing project risk in terms of probability and consequence of occurrence

¡ Interpreting risk-sensitive analysis

¡ Choosing contingent strategies to avoid, transfer, or mitigate risk

¡ Implementing quality training in a project team

In the context of a real-world case study, a variety of project management scenarios are explored, encouraging project management teams to develop viable preventive actions and contingency plans for minimizing risk and quality consequences to a project.

Scott Freauf, B.A., PMP, IPMA-C. With over 20 years experience as a project management practitioner, consultant, and educator, Mr. Freauf has delivered project management training to Fortune 500 companies including IBM and AT&T. He was a content contributor to the last three editions of PMI's A Guide to the Project Management Body of Knowledge (PMBOK® Guide), as well as the inaugural edition of PMI's Practice Standard for Work Breakdown Structures.


When: Saturday, 8:30am-4pm, April 2-April 16, Saturday, 8:30am-3pm, April 23

(4 meetings)

Where: Videoconference, location to be announced,


Prerequisite: Introduction to Project Management or consent of instructor






Human Factors in Project Management(3.0 units)

In today's business environment, the emphasis is on implementing strategies, projects, and timelines. While organizations are frantic to find new ways to improve performance, they often ignore behavioral elements. Yet people’s behaviors are the factors that make or break organizational performance, not strategies, processes and structures.

This course focuses on people-based strategies, management skills, and techniques that can be applied when working in a team environment. This comprehensive class discusses new and current models in team motivation and integrates the most significant concepts in team motivation and behaviors into a single set of principles called "Human Factors." These proven principles can be applied to the most challenging issues facing project manager today including:

¡ Motivating a diverse workforce

¡ Facilitating team decisions

¡ Resolving interpersonal conflicts

¡ Managing difficult people

¡ Strengthening team accountability

¡ Creating informal power

Russell D. Jessen, PMP, CISM, ITIL Expert, is a program manager at Harris Information Technology Services, Vandenberg Air Force Base, CA.



(10 meetings)



Prerequisite: Introduction to Project Management (ENGR X452.01) recommended, or equivalent knowledge of fundamental project management concepts



Project Stakeholder Management(2.0 units)

Managing stakeholder expectations was revealed as a new knowledge area in the PMBOK Guide Fifth Edition (2012), but savvy project managers have always understood the need to focus on stakeholder interest. Stakeholders are central to all projects in all categories and levels of complexity. Projects are conceived, initiated, planned, executed, controlled and evaluated by stakeholders for stakeholders. Numerous project performance surveys consistently attribute project success or project failure primarily to stakeholder influences. This course aims to spread awareness of the importance of stakeholders on projects and provide practical guidance on how best to manage and engage them in a professional and ethical manner, which helps the project achieve its goal and objectives more effectively and efficiently, reduces risk caused by ignoring the concerns and power of project stakeholders, and seeks to attain a win-win situation for all stakeholders.

Nathaniel (Nate) Crews, PMP, senior project management and technology consultant, International Institute for Learning in New York and the Corporate Education Group, Boston


When: Saturday, 9am-4pm, April 2-April 16

(3 meetings)



Prerequisite: Introduction to Project Management (ENGR X452.01) or consent of instructor







Strategic Business

Accountants' Professional Responsibilities: Regulatory Obligations(1.0 unit)

This course explores ethics and professional responsibility in the accounting profession. Students investigate and analyze case studies regarding ethical situations and issues confronted by the accounting profession. After completing the course students will be able to:

¡ Define an integrated framework built on ethical reasoning based upon the AICPA Code of Professional Conduct, IMA Statement of Ethical Professional Practice, and IIA Code of Ethics

¡ Highlight the importance of adhering to Generally Accepted Accounting Principles (GAAP) and Generally Accepted Auditing Standards (GAAS), including auditors’ responsibility for fraud

¡ Examine the elements of the financial reporting system that dictate whether ethical decisions will be made in business and accounting

Chad Caughell, CPA, Roger Elmerick CPA, Inc., Santa Barbara. Mr. Caughell previously worked at Deloitte & Touche, LLP where he taught employees new audit software and assisted in training new hires in the hedge fund group.


Students must present a current photo ID when signing in to the first class session.

Wait list information: Students on a waiting list are not to attend class without receiving notice from UCSB Extension's Student Services Office that space has become available.

When: Tuesday, 6:30pm-9:30pm, May 3-May 17

(3 meetings)

Where: UCSB Campus, North Hall, Room 1110

Fee: $140

Prerequisite: Because fundamental concepts are covered in Accountants' Professional Responsibilities: Professional Conduct (ECON X430.32), it is highly recommended that students take ECON X430.32 before taking Accountants' Professional Responsibilities: Regulatory Obligations (ECON X430.33).

Applicable Towards: Strategic Business


Accounting Ethics: Ethical Management(1.0 unit)

The financial 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 understanding and defining what ethics are and then identifying the questions that need to be asked in everyday business practices. Specific accounting ethical standards are explored, including the unique role of the accountant both as "advisor" to his/her client and the role of "reporter" of financial information to the marketplace and governmental agencies.

Coby Harmon, CPA, lecturer in accounting, Department of Economics, UCSB




When: Monday, 6:30pm-9:30pm, April 4-April 18

(3 meetings)


Fee: $140

Prerequisite: Because fundamental concepts are covered in Accounting Ethics: Professional Judgement (ECON X430.30), it is highly recommended that students take ECON X430.30 before taking Accounting Ethics: Ethical Management (ECON X430.31).



Introduction to Accounting Information Systems(1.0 unit)

This introductory course teaches the fundamentals of spreadsheets and data manipulation. Topics include:

¡ Basic formulas and functions

¡ Time-saving features (such as cell references and automatic filling)

¡ Debugging common errors

¡ Using dates and times in a spreadsheet

¡ Statistical formulas and functions

¡ Determining when a spreadsheet is not powerful enough for your computing needs

¡ Creating charts and tables

¡ Organizing data into a spreadsheet from non-spreadsheet sources

¡ Financial formulas


John L. Hartman, Ph.D., lecturer, Department of Economics, UCSB. Mr. Hartman has taught courses at UCSB on beginning and intermediate microeconomics, public finance, financial management, experimental economics, accounting information systems, risk and diversification, and asset valuation. He has received multiple research-related awards while at UCSB, including a dissertation grant for the 2005-2006 year by the UC Transportation Center.




When: Friday, 1:30pm-4:30pm, April 15-April 29

(3 meetings)


Fee: $140








Business, Government, and Society: Insights from Experiments(1.0 unit)

In this course, students examine the relevance of experimental literature in the fields of business, government, and society. Topics to be covered include experiments, activities, and discussion related to:

¡ The business world, such as cartel cheating, and relationships between large businesses and small businesses

¡ Government activities, such as agenda manipulation for legislative voting, and monetary allocations for government programs

¡ Societal issues, such as issues related to social conventions, public goods, and externalities





When: Monday, 6:30pm-9:30pm, May 2-May 16

(3 meetings)


Fee: $140



Professional Ethics, Audit Planning and Risk Assessment(1.0 unit)

This is a hands-on course in which students use sample client records to understand the stages of audit planning, identify audit risks at the overall and relevant assertion level, and design audit procedures to mitigate the identified risks. Specific focus is given to understanding the concept of materiality, determining sample selection, and evaluating audit evidence using professional judgment.

Debra L. Warnacutt is a CPA, published author and owner of an active audit and consulting practice serving the retirement plan industry.




When: Thursday, 6:30pm-9:30pm, April 14-April 28

(3 meetings)


Fee: $140



Auditing Concepts and Theory(1.0 unit)

This course examines auditing principles and 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, also are discussed. Instruction emphasizes verification of the major items reported in clients' statements, audit programs, and case studies.

Scott D. Fulkerson, CPA, senior manager in Assurance and Audit services at Ernst & Young LLP. Mr. Fulkerson, a graduate of UC Santa Barbara, has led corporate audits of publicly traded Fortune 500 Companies, including coordination of Initial Public Offerings, SEC filings, and PCAOB compliance.




When: Saturday, 9am-6pm, May 14

(1 meeting)


Fee: $140








Education

Applied Behavior AnalysisCognitive Development in Autism and Other Severe Disabilities(4.0 units)

The course focuses on the diagnosis, assessment, and intervention of children with autism. Various methods of behavioral assessment (e.g., descriptive assessment, functional analysis) are delineated and used to teach course participants how to select appropriate behavioral intervention strategies. Specifically, students are taught to use, organize, and interpret behavioral data to enhance the social validity and contextual support of interventions used and outcomes for behavioral interventions; identify measurable intervention strategies for teaching communication, spontaneous language, and social skills; design environments that enhance maintenance and generalization of skills and reduce the need for long-term behavior support; and modify intervention strategies based on data informing clinicians how children with autism are responding to treatment.

Dr. Sunny Kim, Ph.D., B.C.B.A., is a behavior specialist for the Santa Barbara Unified School District and an academic researcher for the University of California, Santa Barbara. She is also a program supervisor of the Koegel Autism Consultants.

Note: This course provides a blended approach to learning. Students attend 5 classroom sessions for a total of 15 hours, and 21 hours online through GauchoSpace activity and research.


When: Thursday, 4-7 pm, March 31-May 26

(5 meetings)



Applicable Towards: Applied Behavior Analysis

Course #: ED X312.1 - 001

Child Life Assessment, Preparation, and Medical Terminology(4.0 units)

This online course focuses on the use of assessment and observation strategies to document development, growth, play, and learning to join with families and professionals in promoting children’s success. Participants also engage with strategies and information for preparing for the Child Life Professional Examination, including information on intervention and professional responsibility and medical terminology associated with pediatric care.

Belinda Hammond, M.A., president and director of Child Life Connection, a local organization that creates and maintains therapeutic play programs in Tri-County hospitals. Ms. Hammond is a certified child life specialist. She has taken doctoral courses at UCSB specializing in disabilities and risk studies and holds an M.A. in education psychology/early childhood education with a specialization in play therapy.

Note: This course is offered as an interactive online course.

Students are required to purchase the following textbook(s) prior to the first class meeting:

Meeting Children's Psychosocial Needs: Across the Health Care Continuum Author: Judy Rollins, Rosemary Bloig & Carmel Mahan Edition: 2005 ISBN: 089079992-X

The Quick Study for Medical Terminology Author: BarCharts ISBN: 1423202600

When: March 28-June 10

Where: ONLINE


Applicable Towards: Child Life (ONLINE)

Course #: ED X370.5-004

Child Life: Introduction to Theory and Practice(4.0 units)

This online seminar course is designed for those interested in learning more about the profession of Child Life and aspects of pediatric healthcare. Topics covered include Child Life theoretical foundations, assessment, preparation, play, coping, the therapeutic relationship, family-centered care, documentation, grief and loss, and the role of Child Life within the interdisciplinary medical team. Attention is given to understanding children and teens in the context of their development as it relates to interventions in medical settings. Interest in or pursuit of Child Life Certification is not required.




The Handbook of Child Life: A Guide for Pediatric Psychosocial Care Author: Richard Thompson Edition: 2009 ISBN: 978-0-398-07832-4

Official Documents of the Child Life Council Edition: 2011

Both textbooks are available for purchase through www.childlife.org.


Where: ONLINE



Course #: ED X370.2-023





http://www.childlife.org


School Reintegration and Support(4.0 units)

This online course provides an opportunity for students to gain exposure to the world of pediatric medical diagnoses and use that knowledge to support a child’s transition between the hospital and the classroom and community settings. Students examine the school reentry process for pediatric patients, the role of school counselors, and the impact of the return of the student patient on the teachers. They also analyze laws and policies protecting the affected children, while exploring problems associated with facilitating successful school reentry programs.




Where: ONLINE



Course #: ED X370.9-002

Pediatric Palliative Care(4.0 units)

This online course introduces students to pediatric palliative care services in hospital and community settings. It identifies the broad spectrum of palliative care, explains multidisciplinary team members’ roles with chronically and terminally ill children, and gives examples of pediatric palliative care program frameworks. Students are provided with opportunities to learn about the different components of this holistic approach to care, including pain and symptom management, health education, child life services, integrative therapies, spiritual care, and bereavement support. The course focuses on the needs of pediatric palliative care patients and families, child life assessment tools, and psychosocial strategies for providing optimal care to the patients, siblings, and caregivers. Students learn to determine what resources are applicable for their programs, evaluate training necessary for participating clinicians, and adapt palliative care services to different global settings. In addition, students identify methods of professional self-care.

Rebecca Simonitsch, M.S., M.A. Ed., CCLS. Ms. Simonitsch has 13 years of experience in the nonprofit sector with a focus in child development, maternal and child health, and palliative care. Globally, she has consulted about child development and healthcare services with hospitals, universities, NGOs, and community coalitions.



Textbook of Interdisciplinary Pediatric Palliative Care Author: Joanne Wolf, Pamela S. Hinds, Barbara M. Sourkes Edition: 2011 ISBN 13: 978-1-4377-0262-0 Publisher: Saunders

Armfuls of Time: The Psychological Experience of the Child with a Life-Threatening Illness Author: Barbara M. Sourkes Edition: 1st, 1995 ISBN 13: 978-0822955658 Publisher: University of Pittsburgh Press

Students may purchase textbooks from any vendor.


Where: ONLINE



Course #: ED X370.11-002

Family Systems: Child, Family and Community(4.0 units)

This online course introduces students to the family as a social system, including historical and contemporary theories related to family structure and functions, adaptations in family structure and interaction patterns during times of transition, and the dynamics of family life. Students examine studies of diverse family systems, including study parenting, caregiving, and family life from a cross-cultural perspective. From a clinical perspective, students learn how factors, such as abuse, violence, and poverty, influence development and how multidisciplinary teams in healthcare settings work with complicated family dynamics and provide optimal care to child and family.

Rebecca Simonitsch, M.S., M.A. Ed., CCLS. Ms. Simonitsch has 13 years of experience in the nonprofit sector with a focus in child development, maternal and child health, and palliative care. Globally, she has consulted about child development and healthcare services with hospitals, universities, NGOs, and community coalitions.



Where: ONLINE



Course #: ED X370.12-001





Legal Studies & Mediation

Paralegal

Fundamentals of Paralegal Studies(4.0 units)

Acquire the basic knowledge needed to begin your career as a paralegal. Designed for the student entering the Paralegal Studies Professional Certificate Program, this course provides an in-depth overview of the legal system with special emphasis on the areas in which the paralegal works. Topics include:

¡ Structure and function of the legal system

¡ Roles of the attorney, paralegal, and other law office personnel

¡ Issues within the paralegal profession

¡ Legal ethics

¡ Investigation in a law office

¡ Introduction to legal research, writing, and analysis

¡ Law office administration and economics

¡ Career development and planning

Rachel Coleman, J.D., member of the State Bar of California; attorney, Law Offices of David Lehr, Ventura


When: Thursday, 6pm-9:40pm, March 31-June 2

(10 meetings)



Applicable Towards: Paralegal Studies

Course #: LAW X455.6-063

Case Management(2.0 units)

Discover how to improve your workload productivity, as well as the productivity of the attorney and the law office. Students are provided with practical, paralegal case management skills. Topics include:

¡ Time and file management

¡ Document controls

¡ Calendar controls

¡ Tracking of assignments and caseloads

¡ Effective delegation

¡ Computer applications Jeanne Kvale, J.D., attorney, Hathaway, Perrett, Webster, Powers, Chrisman & Gutierrez, Ventura


When: Tuesday, 6pm-9:30pm, April 26-May 31

(6 meetings)


Fee: $325 Early Bird Discount Fee $375 if payment is received after April 13


Course #: LAW X403-045

Ethics for the Paralegal(1.0 unit)

This course is designed to improve the student's understanding of the regulation and discipline of lawyers and paralegals and how paralegals are affected by ethical issues.

Jeanne Kvale, J.D., attorney, Hathaway, Perrett, Webster, Powers, Chrisman & Gutierrez, Ventura


When: Tuesday, 6pm-9pm, April 5-April 19

(3 meetings)





Technology in the Law Office(3.0 units)

This course introduces the student to law-related technology and applied techniques in the use of legal technology in the law office or legal environment. Students learn the fundamentals of a rudimentary initial setup and general document and exhibit management of an automated case from the beginning of the case through the trial. The goal is for students to learn case management, tactical pre-trial case analysis, e-discovery, and trial presentation technology including evidentiary, advocacy and visual persuasion associated with using cutting-edge courtroom technology. Such skills are now expected of paralegals involved in any aspect of litigation or general case management.

Joel F. Block, J.D., member of the State Bar of California


Course includes a $50 nonrefundable technology fee that includes use of a laptop and interaction with various legal software.


(10 meetings)



Prerequisite: Fundamentals of Paralegal Studies or consent of program director









Legal Writing and Communication(4.0 units)

This course is designed to examine the process of legal analysis, as well as how that analysis is communicated in written form. Students learn techniques for editing and revising their work to make it concise and clear, and produce both persuasive and objective legal documents. Deborah Moritz, J.D., former lecturer in legal writing and research, University of Wisconsin Law School

Note: This course provides a blended approach to learning. Students attend 10 classroom sessions for a total of 33 hours, and approximately 3 hours online as stated in the course syllabus.


When: Monday, 6:30pm-9:50pm, March 28-May 23, June 6-June 6

(10 meetings)






Organizing and Analyzing Evidence(3.0 units)

Practical application of the rules of evidence is discussed, with concentration on those areas specifically relevant to paralegal practice. The meaning of evidentiary rules is explored through hypothetical situations and applications. Topics include:

¡ Relevance

¡ Character evidence

¡ Witness competency

¡ Expert opinions

¡ Hearsay and hearsay exceptions

¡ Authentication

Students develop analytical skills by thinking through and solving problems and learn how to analyze evidentiary value,

gather and preserve evidence, and prepare trial notebooks.

Joseph R. Jones, J.D., associate attorney, Ball & Yorke; member of the State Bar of California



This class is being conducted live in Ventura and broadcast to UCSB.



LOCATION 1 (Live Lecture)

Note: See section 031 to enroll in the class being held at UCSB.


(10 meetings)



LOCATION 2 (Broadcast)

Note: Broadcast via a synchronous interactive video system – UCSB area students participate in a fully interactive, two-way videoconference with Ventura.

Please see section 030 to enroll in the live session in Ventura.


(10 meetings)



Wills and Trusts I(3.0 units)

This course introduces the vast area of law governing wills, trusts, and estate planning, with the focus on pre-death considerations. It emphasizes practical applications for paralegals and exposes students to forms and procedures actually used in a law office. Topics include:

¡ Validity requirements for estate planning documents

¡ Simple document drafting

¡ Basic estate planning

¡ Conservatorship administration

¡ Durable power of attorney administration

Lori A. Lewis, J.D., certified specialist in estate planning, probate, and trust law, Mullen and Henzell, LLP



(10 meetings)











Science & Engineering

Engineering Trust Across Cultures(2.0 units)

Every manager and team member must know how to create a trusting environment to increase creativity, productivity, and morale in their team. The decision to trust is influenced by one's cultural norms, values, and other life experiences that in turn impact how team members behave in the workplace setting. Those behaviors, driven by the desire to trust or be trusted, can be similar or contrary. This course uses lecture, class discussion, video analysis, experiential activities, and a 4-Factor Model for trust development to develop the student’s understanding of culture’s influence on the decision to trust in the workplace.

Jacqueline Oliveira, M.A., principal, Faeron Cultural Communications, Santa Barbara. Ms. Oliveira has extensive experience in training of management, supervisory, and support personnel in cross-cultural communications, cultural diversity, and quality systems. Prior to her work in cross-cultural communications, she was involved in the legal field as a researcher for international contract negotiations. She designs research materials for American companies and is the author of a growing series of field manuals designed for the American business person working with an international counterpart.


Four instructional hours will occur as a project outside of class time.

When: Saturday, 9am-4pm, May 14-May 21

(2 meetings)




Course #: ENGR X421-004

Technology Management

Entrepreneurial Leadership of Teams and Talent(2.0 units)

This course gives students interested in technology management or general business administration an introduction to the most important applications of human resources concepts, rules, and regulations as they relate to the acquisition and retention of employees at all levels. These concepts include:

¡ A strategic rationale for a human resources function in an organization, including: its contribution to the business strategy, profitability through program design, and competitive advantage; the basics of recruitment and selection, creation of jobs and their hierarchies and values; and, compensation and benefits and employee relations

¡ Aspects of individual and organizational behavior critical to organizational success, including: team formation, roles, and growth; leadership styles and impact on organizational growth; motivation – what it is and how it manifests itself; importance of power and influence; and, problem solving and decision-making and the importance of organizational culture and climate

Kathryn McKee, B.A., SPHR, president, Human Resources Consortia, Santa Barbara; former senior vice president, human resources, Standard Chartered First Interstate Bank Limited and First Interstate Bancorp. Ms. McKee's previous assignments in human resources were at Mattel Toys and Twentieth-Century Fox Film Corporation. A graduate of UCSB and the Anderson School Executive Program, she received NHRA's 1986 Member of the Year, PIHRA's 1990 Award of Excellence in Human Resources, SHRM's 1994 Award for Professional Excellence in Human Resources, and Santa Barbara Human Resource Association's Member of the Year in 2004. Ms. McKee co-authored Leading People Through Disasters, and speaks on this and other human resource topics.

Debbie L. Horne, M.A., SPHR, member, Board of Directors, California State Council of SHRM; adjunct faculty member, Masters in Organizational Management Program, Antioch University; former president, Santa Barbara Human Resource Association

Note: This course provides a blended approach to learning. Students attend 9 classroom sessions for a total of 13.5 hours, and approximately 4.5 hours online as stated in the course syllabus.


When: Monday, 6pm-7:30pm, March 28-May 23

(9 meetings)


Fee: $550

Prerequisite: Recommended: UCSB Writing 2 or equivalent with a minimum grade of B-; UCSB Writing 50 or equivalent with a minimum grade of B- ; UCSB upper-division standing or equivalent; or consent of the instructor

Applicable Towards: Technology Management

Course #: TMP X130C-008

http://extension.ucsb.edu/public/category/programStream.do?method=load&selectedProgramAreaId=12296&selectedProgramStreamId=12298


http://extension.ucsb.edu/public/category/courseCategoryCertificateProfile.do?method=load&certificateId=22900818

http://extension.ucsb.edu/public/category/courseCategoryCertificateProfile.do?method=load&certificateId=22900818
