General information:
Name:
Analysis of the company and management problems
Code:
int.courses-152
Profile of education:
Academic (A)
Lecture language:
English
Semester:
Spring
Responsible teacher:
dr inż. Kowal Barbara (bkowal@agh.edu.pl)
Module summary

The course Analysis of the company and management problems enables to broaden student’s knowledge covering financial, strategic and business aspects of a company.

Description of learning outcomes for module
MLO code Student after module completion has the knowledge/ knows how to/is able to Connections with FLO Method of learning outcomes verification (form of completion)
Social competence: is able to
M_K001 Student does the exercises individually or in a group. Execution of exercises,
Involvement in teamwork,
Execution of a project
Skills: he can
M_U001 Student knows the measures used in the analysis of the company's activity. Test,
Activity during classes
M_U002 Student is able to carry out: the method of comparison, the chain substitutions and its use to exert an influence of factors changes on economic phenomena, pyramid analysis. He can also determine whether the company is at the risk of bankruptcy or not using discriminatory models. Activity during classes,
Execution of exercises,
Test
Knowledge: he knows and understands
M_W001 Student has knowledge about the financial goals of business activity and value creation process. Student can specify the main sources of financing business activity. He knows the structure of capital in the company. Test results
Number of hours for each form of classes:
Sum (hours)
Lecture
Audit. classes
Lab. classes
Project classes
Conv. seminar
Seminar classes
Pract. classes
Zaj. terenowe
Zaj. warsztatowe
Prace kontr. przejść.
Lektorat
30 15 0 0 0 0 15 0 0 0 0 0
FLO matrix in relation to forms of classes
MLO code Student after module completion has the knowledge/ knows how to/is able to Form of classes
Lecture
Audit. classes
Lab. classes
Project classes
Conv. seminar
Seminar classes
Pract. classes
Zaj. terenowe
Zaj. warsztatowe
Prace kontr. przejść.
Lektorat
Social competence
M_K001 Student does the exercises individually or in a group. - - - - - + - - - - -
Skills
M_U001 Student knows the measures used in the analysis of the company's activity. + - - - - + - - - - -
M_U002 Student is able to carry out: the method of comparison, the chain substitutions and its use to exert an influence of factors changes on economic phenomena, pyramid analysis. He can also determine whether the company is at the risk of bankruptcy or not using discriminatory models. + - - - - + - - - - -
Knowledge
M_W001 Student has knowledge about the financial goals of business activity and value creation process. Student can specify the main sources of financing business activity. He knows the structure of capital in the company. + - - - - + - - - - -
Student workload (ECTS credits balance)
Student activity form Student workload
Summary student workload 110 h
Module ECTS credits 4 ECTS
Udział w zajęciach dydaktycznych/praktyka 30 h
Preparation for classes 10 h
przygotowanie projektu, prezentacji, pracy pisemnej, sprawozdania 42 h
Realization of independently performed tasks 25 h
Examination or Final test 2 h
Contact hours 1 h
Module content
Lectures (15h):

The place of financial analysis into management information system
Financial objectives & the analyse of value creation
Types of financial analysis (traditional vs modern)
Sources of financing
Financial troubles & warning system about bankruptcy
Business model

Seminar classes (15h):

Managers cockpit (dashboard)
Financial analysis of economic health of a company
Du Pont Model as an extension of ROE index (pyramid analysis)
The influence of changing factors at the economic occurrence levels (method of successive substitutions)
Bankruptcy prediction models – Early Warning Systems (EWS)
Business model (canvas)
Team building

Additional information
Teaching methods and techniques:
  • Lectures: Treści prezentowane na wykładzie są przekazywane w formie prezentacji multimedialnej w połączeniu z klasycznym wykładem tablicowym wzbogaconymi o pokazy odnoszące się do prezentowanych zagadnień.
  • Seminar classes: Na zajęciach seminaryjnych podstawą jest prezentacja multimedialna oraz ustna prowadzona przez studentów. Kolejnym ważnym elementem kształcenia są odpowiedzi na powstałe pytania, a także dyskusja studentów nad prezentowanymi treściami.
Warunki i sposób zaliczenia poszczególnych form zajęć, w tym zasady zaliczeń poprawkowych, a także warunki dopuszczenia do egzaminu:

Lectures finish with a test.
Passing the auditorium exercises: positive evaluation of the colloquium + presentation of the thematic presentation of the project. It can be obtained at the basic time (one term) and additional time limit (also one term).

Participation rules in classes:
  • Lectures:
    – Attendance is mandatory: No
    – Participation rules in classes: Studenci uczestniczą w zajęciach poznając kolejne treści nauczania zgodnie z syllabusem przedmiotu. Studenci winni na bieżąco zadawać pytania i wyjaśniać wątpliwości. Rejestracja audiowizualna wykładu wymaga zgody prowadzącego.
  • Seminar classes:
    – Attendance is mandatory: Yes
    – Participation rules in classes: Studenci prezentują na forum grupy temat wskazany przez prowadzącego oraz uczestniczą w dyskusji nad tym tematem. Ocenie podlega zarówno wartość merytoryczna prezentacji, jak i tzw. kompetencje miękkie.
Method of calculating the final grade:

The final grade consists of: mark from lecture’s test (30%), mark from the auditorium classes (50%), mark from the prepared thematic presentation (20%).

Sposób i tryb wyrównywania zaległości powstałych wskutek nieobecności studenta na zajęciach:

In case of any absence – equalization of the student’s arrears in the auditorium classes will be held according to the lecturer’s findings.

Prerequisites and additional requirements:

Znajomość zagadnień zarządzania finansami przedsiębiorstwa.

Recommended literature and teaching resources:

1.Olchowicz I., Tłaczała A., Sprawozdawczość finansowa, Difin , Warszawa 2003
2.Sierpińska M., Jachna T., Metody podejmowania decyzji finansowych, analiza przykładów i przypadków. Wydawnictwo Naukowe PWN, Warszawa 2007
3.Sierpińska M., Jachna T., Ocena przedsiębiorstwa według standardów światowych, Wydawnictwo Naukowe PWN, Warszawa 2004
4.Leszczyński Z., Skowronek-Mielczarek A., Analiza ekonomiczno-finansowa spółki, PWE, Warszawa 2004
5.Analiza finansowa w zarządzaniu przedsiębiorstwem, praca zbiorowa pod red. Mariana Walczaka, Difin, Warszawa 2003

Scientific publications of module course instructors related to the topic of the module:

1. B. Kowal, Cele finansowe w procesie zarządzania przedsiębiorstwem górniczym , W: Zarządzanie finansami : upowszechnianie i transfer wyników badań, Zeszyty Naukowe nr 50, Uniwersytet Szczeciński 2012
2. B. Kowal, Risk management and the concept of dynamic balanced scorecard, W: Dilemmas of the contemporary economy facing global changes, eds. Jarosław Kaczmarek, Tomasz Rojek, Cracow University of Economics. Department of Economics and Organization of Enterprises, Foundation of the Cracow University of Economics, Cracow 2012
3. B. Kowal, Analiza mierników celów strategicznych przedsiębiorstwa górniczego węgla kamiennego, Przegląd Górniczy 2011, nr 9
4. Wybrane aspekty realizacji strategii przedsiębiorstwa górniczego węgla kamiennego z wykorzystaniem Balanced Scorecard : [monografia] — Selected aspects of the implementation of a coal mining company strategy using the Balanced Scorecard, Barbara KOWAL, Marek KARKULA, Dominik KOWAL, Wydawnictwa AGH, Kraków 2016
5. Sources of financing investments in the energy sector, Barbara KOWAL, Robert RANOSZ, Wiktoria SOBCZYK, W: Energy and fuels 2016, Kraków, 21–23 September 2016
6. Sustainability reporting in the energy sector / Barbara KOWAL, Arkadiusz KUSTRA, E3S Web of Conferences, International conference on the Sustainable Energy and Environment Development, Kraków, Poland, May 17–19, 2016

Additional information:

The auditorium classes are compulsory.
Lectures are not compulsory, but attendance is recommended. If a student has left more than 20% of the auditorium classes, he may not be allowed to take pass the subject in basic time. He must take conditional completion of a semester.
All members of the project’s team (groups of 2 or 3 students) must participate in the presentation.