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Baldenius Spring 16 (3303.20, FT)
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Professor Tim BaldeniusNYU Stern School, 10-75 KM
!aldenius"stern#n$u#edu%1%-&&'-00%%
ACCT-GB.3303.20 — Financial Planning
and Analysis
Spring 2016 (Fullti! Pr"gra#
T!ntati$! % as "& 6'10'16
C"urs! !scripti"n and Sylla)us
C"urs! d!scripti"n* This is an introductor$ course in (nancial)lannin* + anal$sis, in short P. /a##a# mana*erial accountin*# No
)rior no2led*e of the material is re3uired or e4en e)ected# The (rsthalf of the course de4elo)s a set of tools for measurin* )ro(ta!ilit$ !$)roduct, customer, etc# The second half a))lies these tools todetermine the )erformance of !usiness units in decentrali6ed (rmsand of the mana*ers runnin* the units# or instance, 2hat 2ould !e a*ood )erformance measure for a mana*er 2ho maes lon*-termin4estment decision on !ehalf of her shareholders, !ut 2ho ma$ ha4ea short )lannin* hori6on /the 8m$o)ic mana*er9 )ro!lem:
The follo2in* s)eci(c to)ics 2ill !e co4ered
• Product costin* for decision-main*
• Pro(ta!ilit$ anal$sis• Bud*etin* and 4ariances
• ;ecentrali6ation and transfer )ricin*
• Performance e4aluation for mana*ers of )ro(t centers
• Performance e4aluation for mana*ers of in4estment centers
• The 8<ar of Metrics9 ash lo2, =>., ustomer ?ifetime >alue,Balanced Scorecard, etc#
C"urs! at!rials and "rgani+ati"n* @n addition to the coursereader that 2ill !e a4aila!le in class for $ou to )ic u), @ 2ill hand out
/and )ost online detailed lecture notes in ad4ance# Please al2a$s readthem !efore class to ensure 2e ha4e a li4el$ discussion# Therecommended /not re3uired tet!oo is Aorn*ren, ;atar and aCan
/,, 8Cost Accounting− A Managerial Emphasis,” 15th ed. or
*eneral u)dated information once the course has started, )lease checthe online s$stem# @ 2ill mae li!eral use of email#
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C"urs! "rgani+ati"n* lass time 2ill consist of lectures, casediscussions and *uest s)eaers#
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Grading sc!!*lass )artici)ation 10DMidterm eam %5Dinal eam EEDAome2or /' assi*nments E%D
T! idt!r !/a ill )! split int" t" parts t" ta! plac! inClass!s 10 11.
,"!"r assign!nts and cas! studi!s* =4er$ assi*nment 2ill!e clearl$ mared as either *rou) or indi4idual assi*nment# @f it ismared as indi4idual assi*nment, then $ou ha4e to 2or on it !$$ourself and ma$ not com)are $our solution 2ith that of $ourclassmates# or *rou) assi*nments $ou are stron*l$ encoura*ed tocolla!orate in *rou)s# The *rou) si6e is ca))ed at F students#
@ 2ill hand out /and )ost online the assi*nments 1-% classes !eforethe$ are due# @ encoura*e online su!missions !ut can also collect)a)er su!mission in class# .ll su!missions are due at the !e*innin* ofclass on the due da$# Please al2a$s retain a co)$ of $our home2orsolution to facilitate class discussion# @f $ou cannot mae it to class,$ou ha4e to su!mit electronicall$ )rior to class# @ cannot acce)t latesu!missions !ecause the solutions 2ill !e )osted online !$ the end ofthe due date# @f $ou canGt meet an assi*nment deadline for someim)ortant reason, $ou need to let me no2 )rior to the class, and @Gllassi*n a mae-u) )ro!lem set#
.ll assi*nments 2ill !e *raded !ased on eHort# The reason is thatsome assi*nments, in )articular case stud$-!ased ones, are for2ard-looin* in that $ouGll ha4e to 2or on to)ics that 2e 2onGt ha4eco4ered $et in class# <ith the hel) of the lecture notes, $ou are asedto mae $our !est attem)t at sol4in* the case so that 2e ha4e a *ood!asis for de4elo)in* the solution to*ether in class#
T! c"d! "& c"nduct appli!s.
T!acing assistant* Iianchuan ?uo, Cluo"stern#n$u#edu ;arr$l Birt2istle, dC!FF&"stern#n$u#edu
4y "5c! "urs* <ednesda$s, FF5-5F5, and !$ a))ointment,10-75 KM
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78 Full-Ti! 4BA Acct-GB.3309.20 % Financial Planning Analysis Spring 2016
Part A* Funda!ntals "& Financial Planning and Analysis (FPA#
Class 1* 4"n F!) 1 2016 A. :ntr".dditional readin* Tet!oo /A;, ha)ters 1 /sim and F
Class 2* ;!d F!) 3 2016 A. Basics "& Pr"ductC"sting (1#
Class 3* 4"n F!) < 2016 A. Basics "& Pr"ductC"sting (2#
B. Acti$ity-Bas!d C"sting ' ABC (1#ase “Ethical Drugs”.dditional readin* A;, h# 5
Class =* ;!d F!) 10 2016 B. Acti$ity-Bas!dC"sting ' ABC (2#
.ssi*nment J1 duease “Wilkerson”
> C?ASS > 4> F@B 19 (P@S:@TS A7#
Class 9* ;!d F!) 1 2016 B. Ti!-ri$!n ABC.ssi*nment J% due
ase “Compton Financial”
Class 6* 4"n F!) 22 2016 C. arianc! Analysis(1#
ase “Dumm”.dditional readin* A;, h# 7
Class * ;!d F!) 2= 2016 C. arianc! Analysis(2#
.ssi*nment JE duease “Dumm !"edu#$”, “%eanie &ids”
Class <* 4"n F!) 2D 2016 . !cisi"n 4aing(1#
.dditional readin* A;, h# 11 /si) the .))endi on linear)ro*rammin*
Class D* ;!d 4ar 2 2016 . !cisi"n 4aing(2# 4idt!r !$i!
.ssi*nment JF due
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ase “Denim Finishing”
Class 10* 4"n 4ar 2016 4idt!r @/a Part1
Class 11* ;!d 4ar D 2016 4idt!r @/a Part2
Spring Br!a* 4arc 1=-20
Class 12* 4"n 4ar 21 2016 @. Cust"!rPr"Eta)ility Analysis (1#
.dditional readin* A;, h# 1F
Part B* 8s! "& FPA in i$isi"nali+!d Firs* P!r&"ranc!
4!asur!!nt and :nc!nti$!s
Class 13* ;!d 4ar 23 2016 Gu!st Sp!a!r* Pilyan
hairman of the !oard of S2iss e for the.mericas
Class 1=* 4"n 4ar 2< 2016 @. Cust"!rPr"Eta)ility Analysis (2#
.ssi*nment J5 duease “%ankinter”
Class 19* ;!d 4ar 30 2016 F. Pr"Et C!nt!rs (1#.dditional readin* A;, h# %%
Class 16* 4"n Apr = 2016 F. Pr"Et C!nt!rs (2#.ssi*nment J due
ase 8Su! Micron9
Class 1* ;!d Apr 6 2016 F. Pr"Et C!nt!rs (3#
Class 1<* 4"n Apr 11 2016 Gu!st Sp!a!r*
un" 7aat"Princi)al - Transfer Pricin*, P2
Class 1D* ;!d Apr 13 2016 G. :n$!st!ntC!nt!rs (1#
A;, h# %E
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Class 20* 4"n Apr 1< 2016 G. :n$!st!ntC!nt!rs (2#
.ssi*nment J7 duease 8>$aderm9
Class 21* ;!d Apr 20 2016 Gu!st Sp!a!r* anyt!r)and =L, rederic <# oo + o#, @nc
Class 22* 4"n Apr 29 2016 G. :n$!st!ntC!nt!rs (3#
Class 23* ;!d Apr 2 2016 ,. Balanc!dSc"r!card (1#
.dditional readin* A;, h# 1&ase 8Store%F9
Class 2=* 4"n 4ay 2 2016 ,. Balanc!dSc"r!card (2#
.ssi*nment J' duease 8iti!an9
Class 29* ;!d 4ay = 2016 :nc!nti$!s andC"ntr"l
ase 8Kidder, Pea!od$9
Class 26* 4"n 4ay D 2016 ;rap-up and Final!$i!
Final @/a* 4"nday 4ay 16
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