UC Santa Barbara Extension Catalog, Fall 2014

UCSANTABARBARA

EXTENSION

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FALL 2014 CATALOG

805.893.4200 | EXTENSION.UCSB.EDU

UCSANTABARBARA

EXTENSION

CALL 805.893.4200

VISIT EXTENSION.UCSB.EDU/FL

FALL 2014 CATALOG 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.

Business & Management

Accounting 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 Note: Textbooks for this course may be required.

Textbooks will be available on MBS Direct by August 18th, 2014.

When: Tuesday, 6:30pm-9:30pm, September 30-November 4 Saturday, 9am-12pm, November 8 Tuesday, 6:30pm-9:30pm, November 18-December 16

Intermediate Accounting I

Intermediate Accounting III

(4.0 units)

(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.

This course concludes studies begun in Intermediate Accounting I/II by focusing on more complex accounting topics in financial accounting, such as revenue recognition concepts, accounting methods for income taxes, pensions, leases, accounting changes, error analysis, and cash flow statements. It also provides a basic introduction to financial statement analysis.

Maria R. Alamin, B.A., CPA, CIA, principal, Maria R. Alamin, CPA, Camarillo

(11 meetings)

Note: Textbooks for this course may be required.

Textbooks will be available on MBS Direct by August 18th, 2014.

When: Thursday, 6:30pm-9:50pm, October 2-November 20 Thursday, 6:30pm-9:50pm, December 4-December 18

Barbara J. Aue, CPA, owner of CPA practice Note: Textbooks for this course may be required.

Textbooks will be available on MBS Direct by August 18th, 2014. When: Thursday, 6:30pm-9:50pm, October 2-November 20 Thursday, 6:30pm-9:50pm, December 4-December 18 Where: UCSB Campus, location to be announced (www.extension.ucsb.edu) Fee: $465 Early Bird Discount Fee $515 if payment is received on or after September 19 Prerequisite: Intermediate Accounting II, equivalent course, or consent of instructor

(11 meetings)

Applicable Towards: Business Accounting, Professional Accounting

Where: UCSB Ventura Center, 3585 Maple St., Ventura

Course #: ECON X120C-058

(12 meetings)

Fee: $465 Early Bird Discount Fee $515 if payment is received on or after September 19

Where: UCSB Campus, location to be announced (www.extension.ucsb.edu)

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

Fee: $465 Early Bird Discount Fee $515 if payment is received on or after September 17

Applicable Towards: Business Accounting, Professional Accounting Course #: ECON X120A-060

Applicable Towards: Business Accounting, Professional Accounting Course #: ECON X40A-054

Enroll Online: www.extension.ucsb.edu

UCSB EXTENSION FALL 2014

1

Income Taxes (Individual)

Corporate Taxation

Global investment risks

(4.0 units)

(4.0 units)

Free trade

This course provides broad training in federal income tax law and the regulations of the Treasury Department as they pertain to the basic philosophy of taxation, determination of taxable income, allowable deductions, and gains and losses on sales and exchanges of property for the individual taxpayer. It also serves as an introduction to the federal taxation of partnerships and corporations. Emphasis is placed on the preparation of federal income tax returns and the ability to utilize varied references in dealing with tax accounting problems and tax planning.

Examine federal income tax law and regulations that are applicable to partnerships, corporations, and fiduciaries, as well as federal gift and estate tax principles, reorganizations, personal holding companies, and the accumulated earnings tax. Students explore regulations related to tax planning, covering timing of transactions, appropriate form of transactions, election of alternative tax methods available under the law, and settlement of tax controversies.

Social economics

Linda King, B.S., Internal Revenue agent group manager, Internal Revenue Service, Santa Barbara

Note: Textbooks for this course may be required.

Textbooks will be available on MBS Direct by August 18th, 2014.

Note: Textbooks for this course may be required.

Textbooks will be available on MBS Direct by August 18th, 2014.

Linda King, B.S., Internal Revenue agent group manager, Internal Revenue Service, Santa Barbara

When: Thursday, 6:30pm-9:50pm, October 2-November 20

When: Monday, 6pm-9:40pm, September 29

Saturday, 9am-12:20pm, October 18

Saturday, 9am-12:40pm, October 4

Saturday, 9am-12:20pm, November 1

Monday, 6pm-9:40pm, October 6-November 3

Saturday, 9am-12:20pm, November 15

Saturday, 9am-12:40pm, November 8

(11 meetings)

Monday, 6pm-9:40pm, November 10-November 17

Where: UCSB Campus, location to be announced (www.extension.ucsb.edu)

(10 meetings) Where: UCSB Ventura Center, 3585 Maple St., Ventura Fee: $465 Early Bird Discount Fee $515 if payment is received on or after September 16 Prerequisite: Principles of Financial Accounting I/II or consent of instructor

Fee: $465 Early Bird Discount Fee $515 if payment is received on or after September 19 Prerequisite: Income Taxes (Individual), an equivalent course, or consent of instructor Applicable Towards: Professional Accounting Course #: ECON X127B-044

Applicable Towards: Professional Accounting Course #: ECON X127A-047

Global Economics (4.0 units)

Multinational firms use strategic business techniques to operate in the global marketplace. This course introduces students to international financial management and provides the tools needed to address the economic challenges faced by multinational businesses and organizations. Topics include: Macroeconomic forces Global economy Central banks and banking relationships

Investing International taxation Private equity International corporations Financial markets Income imbalances Illegal economy Outsourcing Green economy World health Andrew Vonnegut, Ph.D., president/owner, Delta Welding and Fabrication. Dr. Vonnegut has spent the last 15 years as a senior advisor in economic policy and finance to governments and companies around the world. He started and managed one of the first venture capital funds in Turkey, and was a senior advisor with the international consulting firm Booz Allen Hamilton. Dr. Vonnegut’s work included advising governments and companies in numerous counties including Turkey, Serbia, Montenegro, Egypt, Qatar, Lebanon, and the United Arab Emirates. His specialties are in economic policy research, financial analysis, impact evaluation, and policy formulation. He recently returned to Santa Barbara after living abroad and bought a local structural and decorative steel fabrication company.

Note: This course is for international students. The course cannot be applied to the requirements for the Business Accounting or Professional Accounting certificates.

Students are required to read and comment upon articles from The Economist magazine, available at the Davidson Library on campus.

Textbooks for this course may be required.

Textbooks will be available on MBS Direct by August 18th, 2014.

When: Tuesday, 6:30pm-9:50pm, September 30-November 4 Tuesday, 6:30pm-9:50pm, November 18-December 16 (11 meetings) Where: UCSB Campus, location to be announced (www.extension.ucsb.edu) Fee: $500 Early Bird Discount Fee $550 if payment is received on or after September 17 Course #: ECON X455.1-007

Money supply Global liquidity Foreign exchange

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UCSB EXTENSION FALL 2014

Call to Enroll: (805) 893-4200

Business

Strategic Business Development for the Global Marketplace (4.0 units)

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.

To be competitive in the global economy, businesses must incorporate integrated strategic business planning into their daily operations.

In this course, students create business plans for product concepts to be sold in the global marketplace. Students gain practical knowledge of the essential marketing and management tools required to compete successfully. Topics include:

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

Creating the key components of a business plan

Note: Textbooks for this course may be required.

Textbooks will be available on MBS Direct by August 18th, 2014.

Understanding and interpreting core corporate financial reports

When: Tuesday, 6:30pm-9:50pm, September 30-November 4 Tuesday, 6:30pm-9:50pm, November 18-December 16 (11 meetings) Where: UCSB Campus, location to be announced (www.extension.ucsb.edu) Fee: $465 Early Bird Discount Fee $515 if payment is received on or after September 17 Applicable Towards: Business Accounting, Paralegal Studies Course #: BUSAD X108-054

Researching and identifying potential market niches Targeting and persuading global customers Identifying and developing leadership and business communication skills needed to work across the cultures The business plan focuses upon the systematic application of practical business development techniques and strategic planning for a selected product concept. This is a “hands-on” course to develop practical skills. Students explore a comprehensive launch of a product concept in the global marketplace, from research of the competition to presentation of the final plan. At the conclusion of the course, students present their business plans to an impartial panel of business experts.

Barry Schindelheim, M.B.A., J.D., vice president and co-founder of CMJIT, Inc., Woodland Hills, and CMJ Information Technology, Inc., Northridge.

Mr. Schindelheim has extensive experience in business operations, corporate investments and accounting, sales, and marketing, and has been key to the growth of several corporations. His strengths include analysis of business workflows and the transformation and reorganization of corporate structures through integrated solutions and financial management.

Enroll Online: www.extension.ucsb.edu

Note: Textbooks for this course may be required.

Textbooks will be available on MBS Direct by August 18th, 2014.

When: Wednesday, 6:30pm-9:50pm, October 1-December 10 (11 meetings) Where: UCSB Campus, location to be announced (www.extension.ucsb.edu) Fee: $500 Early Bird Discount Fee $550 if payment is received on or after September 18 Course #: BUSAD X411.1-004

The Productivity Puzzle: Tools and Strategies for Women in the Workplace (0.6 ceu)

Everyone faces challenges managing day-to-day activities in the workplace, but women face unique situations when navigating and balancing their personal and professional life. This training is designed to help you define your productivity vision from the inside out, discover and express your personal and professional challenges, and put it all into action through small group conversations and collaborative learning and problem-solving.

Sara Caputo, M.A., founder and owner, Radiant Organizing, specializing in productivity consulting, coaching, and training When: Saturday, 9am-3pm, October 11 (1 meeting) Where: UCSB Campus, location to be announced (www.extension.ucsb.edu) Fee: $125 Early Bird Discount Fee $175 if payment is received on or after September 28 Course #: XLRN 809.95-001

UCSB EXTENSION FALL 2014

3

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

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 underlying the development of compensation programs Design of compensation packages Compensation theories Instructor to be announced When: Tuesday, 6pm-9pm, September 30-November 4 Tuesday, 6pm-9pm, November 18-December 9

Needs assessments

(10 meetings)

Contracts and request for proposals

Where: UCSB Ventura Center, 3585 Maple St., Ventura

Communication Adult learning theories Mary Kennett, vice president, Human Resources, Kaplan International. Ms. Kennett has over 13 years experience working in HR for companies such as Amgen Inc., Deloitte & Touche, USA, and Deloitte Touche Tohmatsu, New Zealand.

Note: Textbooks for this course may be required.

Textbooks will be available on MBS Direct by August 18th, 2014.

When: Monday, 6pm-9pm, September 29-December 8

Fee: $465 Early Bird Discount Fee $515 if payment is received on or after September 17 Prerequisite: Foundations of Human Resource Management and Understanding the Numbers for Human Resource Professionals or consent of instructor Applicable Towards: Human Resource Management Course #: BUSAD X450.31-036

(11 meetings)

Understanding Individual and Organizational Behavior

Where: UCSB Campus, location to be announced (www.extension.ucsb.edu)

(4.0 units)

Fee: $465 Early Bird Discount Fee $515 if payment is received on or after September 16 Applicable Towards: Human Resource Management Course #: BUSAD X450.1-037

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UCSB EXTENSION FALL 2014

Organizational behavior is the study and application of knowledge about how people, as individuals and in groups, act within organizations. Organizational behavior is becoming more important in the global economy as people with diverse backgrounds and cultural values have to work together effectively and efficiently. This course covers three areas that lead

toward a better understanding of workplace dynamics.

Understanding yourself and others at work: Gain insight into employee needs and behaviors through self-assessment, including the Meyers-Briggs. Subjects include theories of motivation, conflict resolution, learning styles, leadership traits, styles, and behaviors, values, and ethics.

Creating effective work groups: Explore verbal and non-verbal communication, diversity, the power of creativity, team formation, conflict resolution, problem solving, and decision-making.

Analyzing leadership and organizational design: Topics include the influence of leadership on culture and organizational climate, effective use of power and influence, managing performance, and organizational design.

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 TwentiethCentury 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.

Note: Textbooks for this course may be required.

Textbooks will be available on MBS Direct by August 18th, 2014.

When: Saturday, 9am-12pm, October 4-November 22 Saturday, 9am-12pm, December 6-December 13 (10 meetings) Where: UCSB Ventura Center, 3585 Maple St., Ventura Fee: $415 Early Bird Discount Fee $465 if payment is received on or after September 21 Prerequisite: Foundations of Human Resource Management or consent of instructor. This should be the final class taken in the certificate.

Applicable Towards: Human Resource Management Course #: BUSAD X450.39-015

Call to Enroll: (805) 893-4200

Employee Relations

Diversity in the Workplace

(4.0 units)

(3.0 units)

With the increased pace of operations, companies are finding it prohibitive from a time management perspective to train-thetrainer. Organizations are finding it more favorable to hire HR Professionals whose skills are preset in organizational design and supportive workplace dynamics. This course provides students with instruction that allows them to develop their skill-set sufficiently to support their organizations at hire.

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.

This course covers organizational employee-focused programs, policies and procedures such as formal and informal communications, employee recognition, and conflict resolution. It shows employees/ students how to build healthy, supportive relationships while recognizing behaviors that may lead to negative situations.

Note: Textbooks for this course may be required.

Textbooks will be available on MBS Direct by August 18th, 2014.

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 multi-million dollar budgets, and counseled executives through critical business decisions that drove profitable revenue above planned forecasts.

Fee: $235 Early Bird Discount Fee $285 if payment is received on or after September 21

When: Saturday, 9am-1:30pm, October 4-October 11 (2 meetings) Where: UCSB Campus, location to be announced (www.extension.ucsb.edu)

Course #: BUSAD X450.38-001

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.

Note: Textbooks for this course may be required.

Textbooks will be available on MBS Direct by August 18th, 2014.

When: Wednesday, 6:30pm-9:30pm, October 1-December 3 (10 meetings) Where: UCSB Campus, location to be announced (www.extension.ucsb.edu)

Note: Textbooks for this course may be required.

Textbooks will be available on MBS Direct by August 18th, 2014.

Fee: $415 Early Bird Discount Fee $465 if payment is received on or after September 18

When: Thursday, 6:30pm-9:30pm, October 2-November 20

Applicable Towards: Marketing Course #: BUSAD X409.65-010

Thursday, 6:30pm-9:30pm, December 4-December 11 (10 meetings) Where: UCSB Campus, location to be announced (www.extension.ucsb.edu) Fee: $465 Early Bird Discount Fee $515 if payment is received on or after September 19 Applicable Towards: Human Resource Management Course #: BUSAD X450.33-002

Enroll Online: www.extension.ucsb.edu

UCSB EXTENSION FALL 2014

5

The Art and Science of Web Analytics

Global Marketing

(1.0 unit)

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.

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.

Archana Pawse, Ph.D., director of search marketing and analytics, Mission Web Marketing Note: Textbooks for this course may be required.

Textbooks will be available on MBS Direct by August 18th, 2014.

When: Wednesday, 5:45pm-8:45pm, October 8-October 22 (3 meetings) Where: UCSB Campus, location to be announced (www.extension.ucsb.edu) Fee: $235 Early Bird Discount Fee $285 if payment is received on or after September 25 Applicable Towards: Marketing Course #: BUSAD X409.63-006

(3.0 units)

Where: UCSB Campus, location to be announced (www.extension.ucsb.edu) Fee: $415 Early Bird Discount Fee $465 if payment is received on or after September 19 Prerequisite: Recommended: Successful completion of Principles of Marketing or an introductory marketing course or professional experience in the field of marketing.

Applicable Towards: Marketing Course #: BUSAD X409.11-004

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.

Anna Kwong, M.B.A., president, Santa Barbara Global Team Research (SBGTR), a not-for-profit organization that aims to increase awareness and knowledge of global opportunities for trade, education, alliance, and marketing. In this position, Ms. Kwong often organizes business and educational tours to Asia and holds public and private seminars focused on global marketing opportunities. She has been adjunct faculty for California Lutheran University, Santa Barbara City College, and the Brooks Institute of Photography.

Note: Textbooks for this course may be required.

Textbooks will be available on MBS Direct by August 18th, 2014.

When: Thursday, 6:30pm-9:30pm, October 2-November 20 Thursday, 6:30pm-9:30pm, December 4-December 11 (10 meetings)

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UCSB EXTENSION FALL 2014

Call to Enroll: (805) 893-4200

Marketing in the 21st Century

Blogging for Business

(3.0 units)

(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.

Google has created an algorithm that rewards websites who regularly post fresh, relevant content, and punishes sites that post syndicated content, copied content, or worse yet, nothing at all. Blogging is the best way to update a company’s website with pertinent and original content while also creating effective sales tools.

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.

Note: Textbooks for this course may be required.

Textbooks will be available on MBS Direct by August 18th, 2014.

When: Tuesday, 6:30pm-9:30pm, September 30-November 4 Tuesday, 6:30pm-9:30pm, November 18-December 9 (10 meetings) Where: UCSB Campus, location to be announced (www.extension.ucsb.edu) Fee: $415 Early Bird Discount Fee $465 if payment is received on or after September 17 Prerequisite: Recommended: Successful completion of Principles of Marketing or an introductory marketing course or professional experience in the field of marketing.

In this course students have opportunities to learn how to blog, and also how to do it for businesses in a marketing context, how to choose topics, and how to post a blog effectively to show your client or manager results. This hands-on course helps students learn: The reasons that blogging is so important How to navigate around blogging platforms like Wordpress How to create and maintain a successful business blogging campaign How to choose and write the material that will best suit your client or business

Professional Financial Planning Principles 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

How to manage the workflow

Function, purpose, and regulation of financial institutions

How to post the blog efficiently and effectively

Client attitudes and behavioral characteristics

What plugins to use

Educational funding

Why to respond to comments

Financial planning for special circumstances

Why it’s necessary to post on social media Jennifer St. James, M.A., creative director and owner of Either/Or Media. Ms. St. James has experience creating and maintaining blogs for multiple clients and generating significant traffic to their websites. She manages social media campaigns and online marketing for clients including international corporations, food manufacturers, real estate agents, interior designers, insurance brokers, attorneys, and restaurants.

Applicable Towards: Marketing

Note: THIS COURSE IS OFFERED AS AN INTERACTIVE ONLINE COURSE.

Course #: BUSAD X402.2-003

Where: ONLINE When: September 29-December 5 Fee: $415 Early Bird Discount Fee $465 if payment is received on or after September 16 Applicable Towards: Marketing Course #: BUSAD X409.64-001

Characteristics and consequences of types of entities and property titling Financial services industry regulation requirements Business law Monetary settlement planning Daniel Casey, M.B.A., CFP, President, Westlake Financial Advisors LLC, Westlake Village Note: Textbooks for this course may be required.

Textbooks will be available on MBS Direct by August 18th, 2014.

When: Monday, 6pm-9pm, September 29-October 6 Monday, 6pm-9pm, October 20-December 8 (10 meetings) Where: UCSB Ventura Center, 3585 Maple St., Ventura Fee: $415 Early Bird Discount Fee $465 if payment is received on or after September 16 Applicable Towards: Professional Financial Planning Course #: ECON X425.1-028

Enroll Online: www.extension.ucsb.edu

UCSB EXTENSION FALL 2014

7

Risk Management (4.0 units)

An analysis of fundamental insurance practices and principles of risk management as they apply to financial planning. Topics include: Principles of insurance Analysis and evaluation of risk exposures Legal aspects of insurance Property and casualty insurance General business liability Health insurance Disability income insurance Long-term care insurance

Prerequisite: Principles of Professional Practice or Principles of Financial Analysis Course #: ECON X425.3-025

(11 meetings)

Portfolio and Investment Management (4.0 units)

Examine different investment vehicles for financial planners participating in securities markets, and discover sources of information about the various instruments traded and trading procedures. Topics include: Types and use of investment vehicles Types of investment risk

Insurance needs analysis and rationale

Measures of investment risk and returns

Taxation of life, disability, and long-term care insurance

Time-influences security valuation concepts

Insurance policy selection

Bond and stock valuation methods

Insurance company selection and due diligence

Portfolio management and measurement concepts

Employee benefit plans

Formula investing

Social Security, Medicare, and incapacity planning

Investment strategies

When: Tuesday, 6:30pm-9:50pm, September 30-November 4 Tuesday, 6:30pm-9:50pm, November 18-December 16 (11 meetings) Where: UCSB Campus, location to be announced (www.extension.ucsb.edu)

UCSB EXTENSION FALL 2014

Note: This class is being conducted live in Ventura and broadcast to UCSB. See section 027 to enroll in the class being held at UCSB. When: Monday, 6:30pm-9:50pm, September 29-December 8

Life insurance

Note: Textbooks for this course may be required.

Textbooks will be available on MBS Direct by August 18th, 2014.

LOCATION 1

Applicable Towards: Professional Financial Planning

Viatical settlements

Michael Vidal, 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 obtained his Series 7 and 66 that is also known as a stock brokers license. He is a graduate of the University of California, Santa Barbara with a double major in Business Economics and Sociology.

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Fee: $465 Early Bird Discount Fee $515 if payment is received on or after September 17

Where: UCSB Ventura Center, 3585 Maple St., Ventura Fee: $465 Early Bird Discount Fee $515 if payment is received on or after September 16 Course #: ECON X425.4-026 LOCATION 2 Note: Broadcast via a synchronous interactive video system--UCSB area students participate in a fully interactive, two-way videoconference with Ventura.

Please see section 026 to enroll in the live session in Ventura.

Where: UCSB Campus, location to be announced (www.extension.ucsb.edu) Course #: ECON X425.4-027

Asset allocation and portfolio diversification Efficient market theory Asset pricing models Leverage of investment assets Hedging and option strategies Tax efficient investing Investment strategies in tax-advantaged accounts Taxation of investment vehicles Steve Minihan, M.B.A., CFP®, EA, Westlake Financial Advisors, LLC, Westlake Village Note: Textbooks for this course may be required.

Textbooks will be available on MBS Direct by August 18th, 2014.

Prerequisite:Principles of Financial Analysis required and Principles of Professional Practice highly recommended Applicable Towards: Professional Financial Planning

Call to Enroll: (805) 893-4200

Project Management Introduction to Project Management (3.0 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.

Craig Whan, M.S., PMP, has served in senior project manager and program manager roles for both public and private sector entities for technology product development, client consulting, and technical support contracting. His experience includes leading large, complex, extended duration projects; recruiting, mentoring, and guiding project teams focused on performance metrics, mission success, and stakeholder satisfaction; and project communication skills emphasizing clarity and team empowerment through knowledge dissemination. He brings a diverse foundation in professional project management techniques and experience, including project initiation, earned value management, and managing projects under ISO 9001 quality management systems.

Note: Textbooks for this course may be required.

Textbooks will be available on MBS Direct by August 18th, 2014..

When: Tuesday, 6:30pm-9:30pm, October 7-November 4

Enroll Online: www.extension.ucsb.edu

Tuesday, 6:30pm-9:30pm, November 18-December 9 (9 meetings) Where: UCSB Campus, location to be announced (www.extension.ucsb.edu) Fee: $435 Early Bird Discount Fee $485 if payment is received on or after September 24 Applicable Towards: Project Management, Marketing Course #: ENGR X452.01-021

Quality and Risk Management for Project Managers

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.

Note: Textbooks for this course may be required.

Textbooks will be available on MBS Direct by August 18th, 2014.

When: Saturday, 9am-5pm, November 15-November 22 Saturday, 9am-5pm, December 6

(3.0 units)

Saturday, 9am-4pm, December 13

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:

(4 meetings) Where: UCSB Ventura Center, 3585 Maple St., Ventura Fee: $435 Early Bird Discount Fee $485 if payment is received on or after November 2 Prerequisite: Introduction to Project Management or consent of instructor Applicable Towards: Project Management Course #: ENGR X452.05-017

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.

UCSB EXTENSION FALL 2014

9

Fundamentals of Practical Project Management (4.0 units)

This course is designed to provide international students with foundational skills in the project management discipline.

It provides the tools for students to manage multiple and often conflicting priorities, complex and varied tasks, deadlines, and effective communication between organizational boundaries, often with limited resources and few precedents or rules. The course simplifies the application of accepted formal project management theories/techniques and uses systematic methods, best practices, case studies, tools, and checklists to accomplish project goals.

Course includes in class presentations.

Instructor to be announced Note: For international students. Cannot be applied to the Project Management Professional Certificate.

Textbooks for this course may be required.

Textbooks will be available on MBS Direct by August 18th, 2014.

When: Thursday, 6:30pm-9:50pm, October 2-November 20 Thursday, 6:30pm-9:50pm, December 4-December 18 (11 meetings) Where: UCSB Campus, location to be announced (www.extension.ucsb.edu) Fee: $500 Early Bird Discount Fee $550 if payment is received on or after September 19 Prerequisite: None. Some business education and/ or work experience helpful.

Course #: ENGR X452.09-007

Strategic Business

Applicable Towards: Strategic Business: Business Strategy Emphasis, Strategic Business: Business and Accounting Emphasis

Accounting Ethics: Professional Judgement

Course #: ECON X430.30-003

(1.0 unit)

Asset Valuation for Business and Management

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. After completing the course students will be able to: Understand how a commitment to ethics can enable accounting professionals meet their ethical obligations to investors and creditors Define an integrated ethical framework built on ethical reasoning Provide the ethical grounding that accounting students need to reconcile conflicts between stakeholder interests that can occur in the performance of their work Understand the failures of corporate governance that led to the financial scandals in the last decade

(1.0 unit)

This course introduces the basic tools needed to value stocks, bonds, royalties, businesses, or other assets and teaches the fundamentals of asset valuation. Students incorporate these ideas into a project to be completed by the end of the course.

Topics include: The idea of simple interest How interest is compounded and how often interest is paid can change the valuation of an asset Why a dollar today is worth more than a dollar in the future How to adjust a dollar in the future to make it equivalent to a dollar today Forming simple algorithms to determine if an asset should be purchased 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.

Course Sequence Note: 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).

Note: Students must present a current photo id when signing in to the first class session.

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

When: Tuesday, 6:30pm-9:30pm, October 21-November 4

Note: 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: Monday, 6:30pm-9:30pm, October 27-November 10

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.

(3 meetings) Where: UCSB Campus, North Hall, Room 1110 Fee: $140 Applicable Towards: Strategic Business: Business Strategy Emphasis, Strategic Business: Business and Accounting Emphasis Course #: ECON X430.50-002

(3 meetings) Where: UCSB Campus, North Hall, Room 1110 Fee: $140

10 UCSB EXTENSION FALL 2014

Call to Enroll: (805) 893-4200

Business Communications and Etiquette

in the accounting, financial, real estate, and business arenas.

Note: Students must present a current photo id when signing in to the first class session.

(1.0 unit)

Douglas E. Kulper, M.B.A., CPA, attorney; lecturer, Department of Economics, UCSB. Mr. Kulper teaches courses in business law, accounting, and financial analysis. He practiced accounting and then law for over 20 years. He recently won the California Society of CPA's 2013 Outstanding Accounting Educator Award, and is president of the CPA/Law Society.

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.

Communication is fundamental to success in almost all professional endeavors. This course covers a wide-range of topics related to business communication and etiquette.

In particular, students learn communication strategies relevant for interactions with colleagues, employees, partners, and business clients. In addition, students learn and practice proper business etiquette.

Topics include:Written communicationFace to face communicationTelephone etiquetteOffice social normsAppropriate attireDining etiquette 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.

Courtney Visueta, M.A., career counselor, Career Connection, Department of Economics, UCSB Note: 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: Monday, Tuesday, Thursday, 6:30pm9:30pm, October 13-October 16 (3 meetings) Where: UCSB Campus, North Hall, Room 1110 Fee: $140 Applicable Towards: Strategic Business: Business and Accounting Emphasis, Strategic Business: Business Strategy Emphasis Course #: ECON X430.65-006

Business Law: Litigation (1.0 unit)

This course provides a brief overview of the business litigation process and indepth coverage of specific lawsuits in various prominent areas of business law.

Through lectures, guest presentations, and class discussions, students gain a better understanding of specific areas of common law, and the court decisions that have helped shape the business world. The course includes specific, detailed discussion concerning significant litigation

Enroll Online: www.extension.ucsb.edu

Note: 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: Friday, 12:30pm-3:30pm, October 31-November 14 (3 meetings) Where: UCSB Campus, North Hall, Room 1110 Fee: $140 Applicable Towards: Strategic Business: Business Strategy Emphasis, Strategic Business: Business and Accounting Emphasis Course #: ECON X430.41-003

Business Leadership and Conflict Management (1.0 unit)

Effective leaders recognize that conflict within an organization is unavoidable.

Students will learn the necessary tools to facilitate successful conflict management strategies designed to encourage different ideas and viewpoints which are fully voiced while unproductive conflicts are deterred.

Topics include: Introduction to current leadership ideas and principles Application of leadership concepts to business

When: Monday, 6:30pm-9:30pm, November 17-December 1 (3 meetings) Where: UCSB Campus, North Hall, Room 1110 Fee: $140 Applicable Towards: Strategic Business: Business and Accounting Emphasis, Strategic Business: Business Strategy Emphasis Course #: ECON X430.64-003

Fraud and Forensic Accounting (1.0 unit)

This course provides a brief overview of forensic accounting and in-depth coverage of specific fraudulent financial reporting in various areas of accounting. Through lectures, guest presentations, case studies and class discussions, students acquire a better understanding of specific areas of accounting and legal fundamentals, tools and techniques, and selected applications in cases of fraudulent financial reporting, asset misappropriation, and corruption.

Don Loster, B.S., CPA, lecturer in accounting, Department of Economics, UCSB Note: 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: Thursday, 6:30pm-9:30pm, October 30-November 13 (3 meetings)

Contemporary vs. traditional conflict management

Where: UCSB Campus, North Hall, Room 1110

Why conflict arises

Prerequisite: A basic understanding of accounting.

Conflict styles Styles of conflict management

Applicable Towards: Strategic Business: Business Strategy Emphasis, Strategic Business: Business and Accounting Emphasis

Strategies for managing conflict

Course #: ECON X430.11-003

Fee: $140

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.

UCSB EXTENSION FALL 2014 11

Education

Monday, 2pm-4:45pm, November 17 (14 meetings) Where: UCSB Campus, location to be announced (www.extension.ucsb.edu)

Specialized Academic English Studies Communication for International Students (4.0 units)

Success in university classes in the U.S. requires more than adequate oral and written English skills. This course is designed to help international students maximize the American university experience through guided, structured, interactive tasks and a deeper understanding of the culture and communication style of an American university, "the way we do, and say things around here."

Thomas Arnold, M.Ed., UCSB; Psychology Diploma, Free University of Berlin; Mr. Arnold taught EFL in Europe for 20 years before returning to California.

He specializes in advanced grammar, English for academic purposes, and theme-based ESL instruction.

Fee: $625 OPTION 1 Note: A Monday and Wednesday afternoon class is also offered this quarter. No textbook required When: Thursday, 2pm-4:45pm, October 2

Course #: LING X491.2-022

Academic Writing (Advanced) (4.0 units)

This course introduces participants to prominent research at UCSB. The renowned faculty of the university includes five Nobel Laureates. UCSB continues to develop critical research in the areas of physics, engineering, communication technology, nanotechnology, and sustainability.

Participants develop writing skills through introductions to research in these and other areas of student interest. The course focuses on the style of English commonly used in writing for research and academic publication, and contrasts this style with more informal writing for social communication.

Note: This course provides a hybrid approach to learning. Students will split the time between nine classroom sessions, one public lecture, and written participation in online course discussions after the public lecture and each speaker event.

Textbooks for this course may be required.

Textbooks will be available on MBS Direct by August 18th, 2014.

When: Wednesday, 6:30pm-9:30pm, October 8-December 17 (11 meetings)

Tuesday, 2pm-4:30pm, October 7-November 4

Where: UCSB Campus, location to be announced (www.extension.ucsb.edu)

Thursday, 2pm-4:30pm, October 9-November 6

Fee: $625

Thursday, 2pm-4:45pm, November 13-November 20

Course #: LING X491.3-013

Tuesday, 2pm-4:45pm, November 18 (14 meetings) Where: UCSB Campus, location to be announced (www.extension.ucsb.edu) Course #: LING X491.2-023

Speaking Skills for the Global Marketplace (4.0 units)

The business world is changing; technology connects us and geography is no longer relevant. The workplace requires new forms of communication, and English has become the international language of global business.

This class is open to both native and nonnative English speakers. Participants from a variety of language backgrounds together learn how to communicate effectively in the global marketplace. The course is offered to local professionals along with visiting economics, science, and technology students from Europe, Asia, and South America. Course participants learn to adapt their use of English to avoid misunderstandings and to decrease strain for the listener. Crosscultural business norms are also discussed.

Participants develop presentation skills and communication that is comprehensible and appropriate for international business. Oral skills include the art of the clear summary, of negotiation and persuasion, crosscultural politeness skills, and the ability to work as part of a global team. Practice in oral presentations include the "one-minute pitch" and a longer final presentation.

Steven R. Van Hook, Ph.D. Education, founder, Worldwide Media Relations, Santa Barbara; publisher, All About Public Relations. Mr. Van Hook has worked in news media, international management, economic development, marketing, public relations, and education for more than 20 years, with positions in Washington D.C., Moscow, and Kiev. His work in international media and with corporate clients includes CBS, BBC, and the New York Stock Exchange.

Note: This course provides a hybrid approach to learning. Students will split the time between nine classroom sessions, and weekly participation in online discussions practicing the vocabulary of global business.

OPTION 2

Textbooks for this course may be required.

Textbooks will be available on MBS Direct by August 18th, 2014.

Note: A Tuesday and Thursday afternoon class is also offered this quarter.No textbook is required

When: Tuesday, 6:30pm-9:30pm, October 7-November 4

When: Monday, 2pm-4:45pm, October 6

Tuesday, 6:30pm-9:30pm, November 18-December 9

Wednesday, 2pm-4:30pm, October 8-November 5 Monday, 2pm-4:30pm, October 13-November 10 Wednesday, 2pm-4:45pm, November 12-November 19

12 UCSB EXTENSION FALL 2014

(9 meetings) Where: UCSB Campus, location to be announced (www.extension.ucsb.edu) (continued)

Call to Enroll: (805) 893-4200

Fee: $575 Early Bird Discount Fee $625 if payment is received on or after September 24

Teacher Education

Prerequisite: None

Child Life: Introduction to Theory and Practice

Course #: LING X491.4-010

(4.0 units)

Pronunciation for Clear English (1.0 unit)

The course is open to international participants from the academic community and from local companies. The aim is to help students produce English that is clear and comprehensible in both formal and informal settings. Participants begin by submitting an audio/video file for diagnosis by the instructor of their particular pronunciation problems, and for benchmarking against further recordings made in the middle and at the end of the course. In each lesson students have opportunities to practice the language through short presentations, sketches, and recitations. They also learn strategies for correcting sounds and intonation transferred from their first language that may be causing difficulties for listeners. Each lesson has linked computer-based self-study follow-up so that students can practice on their own.

E. John McGowan, M.Ed., University of California, Riverside. Mr. McGowan specializes in university preparation, academic writing, and study skills for international students. In addition to teaching, he designs curriculum for a variety of multicultural, academic, and professional learning programs.

He has worked in higher education for over 18 years, including positions in student affairs, alumni relations, residence life, admissions preparation, and international education.

Note: Textbooks for this course may be required.

Textbooks will be available on MBS Direct by August 18, 2014.

When: Tuesday, 6:30pm-8:30pm, October 7-November 4

The profession of Child Life was created to help children and their families deal with the physical and emotional effects of coping with illness, injury, disability, and hospitalization. Dealing with these challenges can cause children to be fearful, confused, and feel isolated, possibly inhibiting their natural development. Child Life specialists are trained professionals who use their knowledge of child development and developmentally appropriate interventions to educate, prepare, and support children and their families through illness, treatment, and recovery.

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.

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.

The Handbook of Child Life: A Guide for Pediatric Psychosocial Care by Richard Thompson (2009 Edition, ISBN 978-0-398-07832-4). This textbook is available for purchase through MBS Direct or www.childlife.org other vendors online or by phone.

Official Documents of the Child Life Council (2002 Edition). This textbook is available for purchase through www.childlife.org or other vendors online or by phone.

Fee: $460 Early Bird Discount Fee $510 if payment is received on or after September 16 Applicable Towards: Child Life OPTION 1 When: September 29-December 12 Where: ONLINE Course #: ED X370.2-009 OPTION 2 When: September 29-December 12 Where: ONLINE Course #: ED X370.2-010

**NOTE: This course satisfies the requirements for Child Life Certification. This course is taught by a CCLS and meets the learning objectives set forth by the Child Life Council. Upon successful completion of the course a Child Life Course Verification Form will be issued.

Tuesday, 6:30pm-8:30pm, November 18-December 16 (10 meetings) Where: UCSB Campus, location to be announced (www.extension.ucsb.edu) Fee: $245 Early Bird Discount Fee $295 if payment is received on or after September 24 Course #: LING X464.1-006

Enroll Online: www.extension.ucsb.edu

UCSB EXTENSION FALL 2014 13

Legal Studies & Mediation

Where: UCSB Ventura Center, 3585 Maple St., Ventura, Room to be announced

Mediation & Dispute Resolution

Applicable Towards: Mediation and Dispute Resolution

Mediation: Theory and Practice (4.0 units)

As the signature course of the Mediation and Dispute Resolution Professional Certificate Program, instruction covers the theory and practice of mediation as an alternative means of dispute resolution. Students have an opportunity to practice and apply their mediation skills in simulated role-plays and exercises. Topics include: Learning stage process of mediation Learning how to convene and manage a mediation Developing valuable communication skills Distinguishing styles of communication Learning ethical standards of practice and professional responsibility Developing mediation skills through role-play and exercises Learning appropriate agreement drafting Laurel Kaufer, J.D., mediator, Kaufer Mediation Services, Calabasas. After years of mediating parttime while practicing law, Ms. Kaufer transitioned to a full-time neutral in 1995. Mediating disputes successfully through panels across Southern California, she was quickly able to gain strong credibility, serving as a neutral in more than 1,000 cases. Ms. Kaufer's conflict resolution practice focuses on business litigation, construction, real estate, and personal injury matters. She also has experience in a wide range of other civil disputes.

Note: If possible, please reserve 11/9 and 11/15 as alternative dates in case the schedule needs to change due to instructor's availability.

When: Sunday, 9am-4pm, October 12 Saturday, 9am-4pm, October 18 Sunday, 9am-4pm, October 19 Saturday, 9am-4pm, November 1 Sunday, 9am-4pm, November 2 Saturday, 9am-4pm, November 8

Fee: $500 Early Bird Discount Fee $550 if payment is received on or after September 29

Course #: LAWSO X432-009

Cultural Perspectives of Conflict (2.0 units)

Mediators must always be sensitive to the importance of perception and rapport among individuals within different cultural groups. This is particularly true if the mediator is attempting to bridge differences in ethnicity, language, gender, or culture.

With the diverse backgrounds of employees, customers, and business associates in California, it is important to be prepared as a mediator to deal with a variety of cultural and social influences.

This course addresses the importance of cultural norms in mediation and establishes a process for defining culture-sensitive dispute resolution to keep the mediation process on target. Topics include:

Jacqueline Oliveira, M.A., principal, Faeron Cultural Communications, Santa Barbara.

Ms. Oliveira has extensive experience in training of management, supervisory, and support personnel in crosscultural communications, cultural diversity, and quality systems. Prior to her work in crosscultural 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.

Note: Textbooks for this course may be required.

Textbooks will be available on MBS Direct by August 18th, 2014.

When: Saturday, 9am-4pm, October 25-November 8 (3 meetings) Where: UCSB Campus, location to be announced (www.extension.ucsb.edu) Fee: $335 Early Bird Discount Fee $385 if payment is received on or after October 12 Applicable Towards: Mediation and Dispute Resolution Course #: LAWSO X433-012

Identifying important cultural norms Anticipating conflict patterns Understanding cultural responses to authority Defining the meaning of high and low context Anticipating cultural responses to mediation Developing a cultural mediation checklist 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 crosscultural 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.

(6 meetings)

14 UCSB EXTENSION FALL 2014

Call to Enroll: (805) 893-4200

Employment Mediation (1.5 units)

Conflict in the workplace is potentially dangerous and must be resolved quickly.

In this course, students examine the most common sources of workplace disputes and explore strategies to resolve the issues. The emphasis is on learning techniques that will mitigate the differences and minimize the potentially negative impact that conflicts can have on an organization. Topics include: Examining potential areas of workplace disputes, including the impact of downsizing, furloughs, and layoffs, as well as sexual harassment and discrimination Exploring generational and crosscultural differences within today's workplace

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

Becoming familiar with the most common sources of conflict between co-workers

Investigation in a law office

Identifying the five basic stages of conflict

Introduction to legal research, writing, and analysis

Learning mediation techniques to deal with the underlying bases of conflict in various types of organizations

Law office administration and economics

Legal ethics

Career development and planning

This course is of special interest to human resource managers and others responsible for improving the workplace environment and resolving conflicts.

Barbara L. Liss, paralegal, Law Office of Christopher C. Jones, Santa Barbara

Gina Rae Hendrickson, B.A., mediator, Accord Conflict Management Services, Santa Barbara.

Ms. Hendrickson is a federal mediator for the United States Postal Service and is a mediator for state employee disputes. In addition, she is a corporate trainer for collaboration in the workplace, a nationally published author, and professional speaker. She has completed the Harvard Program on Negotiation for Lawyers and is a certified practitioner of Neuro-Linguistic Programming.

Introduction to Paralegalism-With CD Author: Statsky, William P. Edition: 7TH 09 ISBN 13: 978-1-4354-0006-1 Publisher: Delmar Learning

Note: Textbooks for this course may be required.

Textbooks will be available on MBS Direct by August 18th, 2014.

When: Tuesday, 6:30pm-9:30pm, September 30-November 4

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

Case Management (2.0 units)

Students are provided with practical, paralegal case management skills. Discover how to improve your workload productivity, as well as the productivity of the attorney and the law office. Topics include: Time and file management Document controls Calendar controls Tracking assignments and caseloads Effective delegation Computer applications Samantha Powers, J.D., is a Ph.D. student with the Department of Communications at UCSB. Ms. Powers has extensive legal knowledge and experience with labor and employment law, business litigation, and dispute resolution.

Note: Textbooks for this course may be required.

Textbooks will be available on MBS Direct by August 18th, 2014.

When: Monday, 6:30pm-9:30pm, October 20-November 24 (6 meetings) Where: UCSB Campus, location to be announced (www.extension.ucsb.edu) Fee: $325 Early Bird Discount Fee $375 if payment is received on or after October 7 Applicable Towards: Paralegal Studies Course #: LAW X403-042

Textbooks are available through MBS Direct and other vendors by phone or online.

NOTE: One meeting will take place on a Saturday at the law library. Details will be discussed in class.

When: Saturday, 9am-5pm, October 4-October 11

Tuesday, 6:30pm-9:30pm, November 18-December 16

(2 meetings)

(11 meetings)

Where: UCSB Ventura Center, 3585 Maple St., Ventura

Where: UCSB Campus, location to be announced (www.extension.ucsb.edu)

Fee: $310 Early Bird Discount Fee $360 if payment is received on or after September 21

Fee: $460 Early Bird Discount Fee $510 if payment is received on or after September 17

Applicable Towards: Mediation and Dispute Resolution

Applicable Towards: Paralegal Studies Course #: LAW X455.6-060

Course #: LAWSO X420-010

Enroll Online: www.extension.ucsb.edu

UCSB EXTENSION FALL 2014 15

Ethics for the Paralegal

Tort Law for Paralegals

Wills and Trusts I

(1.0 unit)

(3.0 units)

(3.0 units)

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. After completing the course the student will be able to:

Students examine major subject areas within the field of tort law and survey tort laws common to the majority of U.S. jurisdictions. Discussions include California tort principles. Additional topics include:

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:

Identify the ethical guidelines for paralegals

Intentional torts to persons and property Negligence Strict liability

Recognize the unauthorized practice of law

Products liability

Apply concepts of client confidentiality

Defenses to intentional and negligent torts

Recognize conflicts of interest Identify impermissible advertising and solicitation by lawyers and paralegals Explain the appropriate way to handle client fees and funds Demonstrate competence and professionalism with regard to issues of ethics and professional responsibility Craig A. Smith, J.D., professor of law, Santa Barbara and Ventura Colleges of Law; member of the State Bar of California. Mr. Smith teaches the law school subjects of contract law and civil procedure and has taught a variety of law-related classes at UCSB Extension since 1987.

Note: Textbooks for this course may be required.

Textbooks will be available on MBS Direct by August 18th, 2014.

Tort immunities Special tort actions Brian D. Fittipaldi, J.D., member of the State Bar of California Note: Textbooks for this course may be required.

Textbooks will be available on MBS Direct by August 18th, 2014.

When: Monday, 6:30pm-9:30pm, September 29-December 1 (10 meetings) Fee: $415 Early Bird Discount Fee $465 if payment is received on or after September 16 Prerequisite: Fundamentals of Paralegal Studies or consent of program director Applicable Towards: Paralegal Studies

When: Saturday, 9am-12pm, October 4-October 18 LOCATION 1

Where: UCSB Campus, location to be announced (www.extension.ucsb.edu)

Note: This class is being conducted live at UCSB and broadcast to Ventura. See section 029 to enroll in the class being held in Ventura.

Applicable Towards: Paralegal Studies

Simple document drafting Basic estate planning Conservatorship administration Durable power of attorney administration Note: Textbooks for this course may be required.

Textbooks will be available on MBS Direct by August 18th, 2014.

When: Tuesday, 6pm-9pm, September 30-November 4 Tuesday, 6pm-9pm, November 18-December 9 (10 meetings) Where: UCSB Ventura Center, 3585 Maple St., Ventura Fee: $415 Early Bird Discount Fee $465 if payment is received on or after September 17 Prerequisite: Fundamentals of Paralegal Studies or consent of program director Applicable Towards: Paralegal Studies

(3 meetings)

Fee: $220 Early Bird Discount Fee $270 if payment is received on or after September 21

Validity requirements for estate planning documents

Course #: LAW X420-025

Where: UCSB Campus, location to be announced (www.extension.ucsb.edu) Course #: LAW X417.6-028

Course #: LAW X402.2-011 LOCATION 2 Note: Broadcast via a synchronous interactive video system--Ventura area students participate in a fully interactive, two-way videoconference with UCSB. Please see section 028 to enroll in the live session at UCSB.Where: UCSB Ventura Center, 3585 Maple St., Ventura Course #: LAW X417.6-029

16 UCSB EXTENSION FALL 2014

Call to Enroll: (805) 893-4200

Science & Engineering

identifies energy efficiency and conservation strategies and implements new technologies to reduce the city's energy consumption.

Environmental Science

Note: A UCSB student discount is available for this course to all currently enrolled undergraduate and graduate students. To receive the UCSB student discount, please enroll in person at the UCSB Extension office located at 2166 Kerr Hall (hours: 9:00am-12:00pm and 1:00-4:00pm). Proof of student status is required.

Strategic Waste Management

Textbooks for this course may be required.

Textbooks will be available on MBS Direct by August 18th, 2014.

(2.0 units)

Resource scarcity and efficiency is a growing hot topic of our times. This course helps students identify waste management strategies, notice patterns of acquisition and disposal, and make sound choices when it comes to purchasing new items and disposing of old ones. Through lectures and site visits, students gain a better understanding of sustainable waste management and purchasing policies and regulations, techniques for measuring and assessing waste generation patterns, methods for managing waste, and local resource and waste constraints and issues.

At the end of the course, students will be able to perform a waste audit, identify the waste stream, and write both basic waste management and green purchasing policies. Topics include: Introduction to waste: types, disposal methods Waste audits and categorization Waste management and policies Life cycle analysis and green purchasing How to write an effective green purchasing policy

When: Tuesday, 6:30pm-9:30pm, November 18-December 16 Where: UCSB Campus, location to be announced (www.extension.ucsb.edu) When: Saturday, 9am-12pm, November 22-November 22 Saturday, 9am-12pm, December 13-December 13 Where: Other Santa Barbara location to be announced (www.extension.ucsb.edu) (7 meetings) Fee: $250 Early Bird Discount Fee $ if payment is received on or after November 5 Applicable Towards: Green Building and Sustainable Design Course #: ESM X489.3-002

Sustainability: A Green Building Overview (3.0 units)

Green buildings are growing in popularity and will soon be the standard for new construction. This introductory course covers the importance of, and provides an overview of, basic green building principles and practices. Through lectures and site visits, students gain exposure to real green building projects, products, and professionals. Topics include: Green building design (new construction)

Local, state, and national green building certification programs including LEED, and how they pertain to waste and purchasing

Green building maintenance (existing buildings)

Waste and purchasing legislation

Site selection

Alelia Parenteau, B.A., LEED Green Associate; co-owner of GreenProject Consultants, waste management firm; energy analyst for the City of Santa Barbara; incoming president of the U.S. Green Building Council's Central Coast Chapter (USGBC-C4). As waste management specialist, Ms. Parenteau works with event producers, large commercial operations, and residential clients to identify and minimize the waste stream and mitigate the amount of waste buried in the landfill. As energy analyst to the City of Santa Barbara, Ms. Parenteau Enroll Online: www.extension.ucsb.edu

Waste reduction Energy and water efficiency Resources and materials

Green building incentives, policies, and legislation This course is intended for professionals and homeowners interested in gaining insight into the green building field. This course fulfills the eligibility requirement necessary to sit for the LEED Green Associate examination.

Jordan Sager, M.S. As UCSB's Green Building program manager, Mr. Sager supports the implementation of sustainability measures on capital building projects and advises campus policy as it relates to new construction. In addition, he assists in the identification and development of energy efficiency projects and long-term climate action planning. Mr. Sager is also a co-founder of Santa Barbara’s Emerging Green Builders organization, and maintains a regional chair position in the California Central Coast Chapter of the US Green Building Council.

Note: A UCSB student discount is available for this course to all currently enrolled undergraduate and graduate students. To receive the UCSB student discount, please enroll in person at the UCSB Extension office located at 2166 Kerr Hall (hours: 9:00am-12:00pm and 1:00-4:00pm). Proof of student status is required.

Textbooks for this course may be required.

Textbooks will be available on MBS Direct by August 18th, 2014.

Course dates are: Wed. October 1-November 19.

There will be NO class on Wed. Oct. 29.

When: Wednesday, 6:30pm-9:30pm, October 1-October 22 Where: UCSB Campus, location to be announced (www.extension.ucsb.edu) When: Saturday, 12pm-3pm, October 25 Where: Other Santa Barbara location to be announced (www.extension.ucsb.edu) When: Wednesday, 6:30pm-9:30pm, November 5-November 19 Where: UCSB Campus, location to be announced (www.extension.ucsb.edu) When: Saturday, 12pm-3pm, November 8 Where: Other Santa Barbara location to be announced (www.extension.ucsb.edu) (9 meetings) Fee: $275 Early Bird Discount Fee $325 if payment is received on or after September 18 Applicable Towards: Green Building and Sustainable Design Course #: ESM X489-002

Indoor air quality Local, state, and national green building certification programs including LEED

UCSB EXTENSION FALL 2014 17

Urban Water Management: A Hands-On Approach (2.0 units)

In 2012, local water rates were set to increase 15% in the following four years.

Local residents and businesses are already experiencing these rate increases. As local water sources become even more stressed, now is the time to make water conservation and efficiency efforts.

This course stresses the importance of tracking and benchmarking water consumption, and assists students in identifying urban water efficiency opportunities in the following sectors: industrial applications, landscape and irrigation, and household fixtures. Class sections consist of in-class lectures in order to obtain background information on water conservation efforts and on-campus field exercises, and audits to gain a hands-on understanding of the material.

Matthew O’Carroll, Master’s of Environmental Science & Management, UCSB; refuse, recycling, and water efficiency manager, UCSB. Mr. O'Carroll is responsible for planning, organizing, and managing the University’s water conservation efforts, waste management practices, and the Integrated Pest Management (IPM) program. He has received over $100k in grant funding for water conservation projects at UCSB, increased the University’s waste diversion percentage 11% in two years, and oversees UCSB’s Refuse and Recycling Research Center (R3C).

He received his Master’s degree from UCSB’s Bren School of Environmental Science & Management where he specialized in Water Resources Management. As his Master’s thesis, he produced UCSB’s first comprehensive water management document, the UCSB Water Action Plan.

Technology Management

New Venture Finance

Entrepreneurial Marketing

Timothy Halsey, M.B.A., Golden Gate University, Santa Barbara

(2.0 units)

Introduction of the role of marketing in a total business strategy. Provides students with a broad introduction to marketing concepts, the role of marketing in technology firms, and the various factors that influence marketing decision-making.

Ken Sterling, M.B.A., director of consulting, BigSpeak. Santa Barbara Note: Textbooks for this course may be required.

Textbooks will be available on MBS Direct by August 18th, 2014.

When: Wednesday, 6pm-7:40pm, October 8-December 17 (11 meetings) Where: UCSB Campus, location to be announced (www.extension.ucsb.edu)

(2.0 units)

Students learn the basics of corporate and entrepreneurial finance.

Note: Textbooks for this course may be required.

Textbooks will be available on MBS Direct by August 18th, 2014.

When: Thursday, 6pm-7:40pm, October 2-November 20 Thursday, 6pm-7:40pm, December 4-December 18 (11 meetings) Where: UCSB Campus, location to be announced (www.extension.ucsb.edu) Fee: $550 Prerequisite: Recommended: UCSB Economics 1 or Economics 3A equivalents with a minimum grade of B-; UCSB upper-division standing or equivalent; or consent of instructor Applicable Towards: Technology Management Course #: TMP X130B-003

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 X130A-003

Note: A UCSB student discount is available for this course to all currently enrolled undergraduate and graduate students. To receive the UCSB student discount, please enroll in person at the UCSB Extension office located at 2166 Kerr Hall (hours: 9:00am-12:00pm and 1:00-4:00pm). Proof of student status is required.

Textbooks for this course may be required.

Textbooks will be available on MBS Direct by August 18th, 2014.

When: Monday, 6:30pm-9:30pm, September 29-November 3 (6 meetings) Where: UCSB Campus, location to be announced (www.extension.ucsb.edu) Fee: $235 Early Bird Discount Fee $285 if payment is received on or after September 16 Applicable Towards: Green Building and Sustainable Design Course #: ESM X489.19-002

18 UCSB EXTENSION FALL 2014

Call to Enroll: (805) 893-4200