1. finance
2. accounting and auditing

What I like the most
is that the courses
UCSB Extension offers fulfill
personal enrichment interest
as well as professional
development. Instructors
are sensitive to us working
folks with families and are
judicious with assignments
and everyone’s time.”
-Giulia Bruffeno
UC Excellence
within your reach
Marketing | Business | Paralegal
Project Management | Accounting
Green Building | HR Management
Professional Financial Planning
SPRING 2015 CATALOG
805.893.4200 | EXTENSION.UCSB.EDU
CALL 805.893.4200
VISIT EXTENSION.UCSB.EDU/FL
SPRING 2015 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
Fee: $465 Early Bird Discount Fee
$515 if payment is received on or after March 18
Applicable Towards: Business Accounting,
Professional Accounting
Course #: ECON X40A-055
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: Along with Principles of Financial Accounting
II, this course fulfills the recommended prerequisite
for the Professional Accounting and Business
Accounting Professional Certificate Programs.
Students are required to purchase the following
textbook(s) prior to the first class meeting:
Intermediate Accounting III
(4.0 units)
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.
Auditing
(4.0 units)
Develop an understanding of auditing theory
and practice, especially as it relates to
audits of financial statements by Certified
Public Accountants. Topics include:
ƒƒ Professional standards, responsibilities
and ethics, legal liability, audit
objectives, audit opinion, types of audit
evidence, materiality, and risk
ƒƒ The audit process, audit planning, the
study and evaluation of internal control,
tests of transactions, direct tests of
account balances, analytical review
procedures, completing the audit, and
audit reports
ƒƒ Audit sampling and the effect of
electronic data processing (EDP) on
the audit
Thomas Walsh, M.B.A., CPA, former chief financial
officer, Ironclad Performance Wear Corporation, El
Segundo, and Global Brand Marketing Inc., Santa
Barbara
Linda King, B.S., Internal Revenue agent group
manager, Internal Revenue Service, Santa Barbara
Note: Students are required to purchase the
following textbook(s) prior to first class meeting:
Note: Students are required to purchase the
following textbook(s) prior to the first class meeting:
Intermediate Accounting
Author: Kieso, Donald E.
Edition: 15TH 13
ISBN 13: 978-1-118-14729-0 Publisher: John Wiley & Sons, Inc.
Principles of Auditing and Other Assurance Services
— With CD
Author: Whittington, Ray
Edition: 19th 14
ISBN 13: 978-0-07-780477-0 Publisher: Richard D. Irwin, Inc.
Textbooks are available through MBS Direct and
other vendors by phone or online. When: Monday, 6pm-9:20pm, March 30-May 18
Textbooks are available for purchase through MBS
Direct or other vendors online or by phone.
Monday, 6pm-9:20pm, June 1-June 15
When: Monday, 6pm-9:40pm, March 30-May 18
(11 meetings)
Saturday, 9am-12:40pm, April 4
Where: UCSB Ventura Center, 3585 Maple St.,
Ventura
Saturday, 9am-12:40pm, April 25
Textbooks are available for purchase through MBS
Direct or other vendors online or by phone.
Fee: $465 Early Bird Discount Fee
$515 if payment is received on or after March 17
When: Tuesday, 6:30pm-9:30pm, March 31-April 7
Where: UCSB Ventura Center, 3585 Maple St.,
Ventura
Prerequisite: Intermediate Accounting II, equivalent
course, or consent of instructor
Fee: $465 Early Bird Discount Fee
$515 if payment is received on or after March 17
Applicable Towards: Business Accounting,
Professional Accounting
Prerequisite: Principles of Financial Accounting I/II,
equivalent courses, or consent of instructor
Course #: ECON X120C-059
Applicable Towards: Professional Accounting
Financial Accounting
Author: Warren
Edition: 13th 14
ISBN 13: 978-1-133-60761-8 Publisher: South-Western Publishing Co.
Tuesday, 6:30pm-9:30pm, April 21-June 16
Saturday, 9am-12pm, May 9
(12 meetings)
Where: UCSB Ventura Center, 3585 Maple St.,
Ventura
Enroll Online: www.extension.ucsb.edu
(10 meetings)
Course #: ECON X123-049
UCSB EXTENSION SPRING 2015 1
2015-Spring-907 1/15
Business
Business Law
(4.0 units)
Explore the significance and growth of
U.S. law, particularly as it relates to current
trends in public policy, the marketplace, and
its manifestation in important legal cases.
Areas of discussion include contracts,
securities, business organization, agency,
sale of property, employment law, torts, and
other topics.
Kristine McCardle, J.D., attorney, employment law
consultant; member of the State Bar of California
Note: Students are required to purchase the
following textbook(s) prior to the first class meeting:
The Productivity Puzzle: Tools
and Strategies for 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
Business Law Today: Standard
Author: Miller, Roger LeRoy
Edition: 10th 14
ISBN 13: 978-1-133-27356-1 Publisher: South-Western Publishing Co.
When: Saturday, 9am-3pm, May 9
Textbooks are available for purchase through MBS
Direct or other vendors online or by phone.
Fee: $75 Early Bird Discount Fee
$125 if payment is received on or after April 26
When: Wednesday, 6pm-9:40pm, April 1-June 3
Course #: XLRN 809.95-002
(10 meetings)
Where: UCSB Ventura Center, 3585 Maple St.,
Ventura
Fee: $465 Early Bird Discount Fee
$515 if payment is received on or after March 19
Applicable Towards: Business Accounting, Paralegal
Studies
Course #: BUSAD X108-055
(1 meeting)
Where: UCSB Campus, location to be announced
(www.extension.ucsb.edu)
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:
ƒƒ Ethics
ƒƒ Motivational theories
ƒƒ Needs assessments
ƒƒ Contracts and request for proposals
ƒƒ Communication
ƒƒ Adult learning theories
Steven Kulchin, vice president of Human
Resources, Mission Linen Supply, Santa Barbara
Note: Students are required to purchase the
following textbook prior to the first class meeting:
Managing Human Resources
Author(s): Jackson, Susan E.
Edition/Copyright: 11TH 12 i
Publisher: South-Western Publishing Co.
Type: Hardback
ISBN-10: 1-111-58022-7
ISBN-13: 978-1-111-58022-3
Textbooks are available for purchase through MBS
Direct or other vendors online or by phone.
Three instructional hours will occur as a project
outside of class time.
When: Tuesday, 6pm-9pm, March 31-June 9
(11 meetings)
Where: UCSB Ventura Center, 3585 Maple St.,
Ventura
Fee: $465 Early Bird Discount Fee
$515 if payment is received on or after March 18
Applicable Towards: Human Resource Management
Course #: BUSAD X450.1-038
2
UCSB EXTENSION SPRING 2015
Call to Enroll: (805) 893-4200
Understanding the Numbers for
Human Resource Professionals
Managing Employee
Compensation Programs
Managing Employee
Benefit Programs
(4.0 units)
(4.0 units)
(4.0 units)
Business will always be a numbers game,
and if you want to be an integral part of
a company's success, you need to be
financially intelligent. To be a true business
partner with senior management, human
resource professionals must understand
the basics of financial measurement and
analysis, effectively control the financial
impact of human resource strategies, and
work to align the company's strategy with
human capital.
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:
Management must decide which benefits
are most suitable and beneficial for their
employees and organization. This course
provides information essential for evaluating
and designing cost effective employee
benefit programs that meet corporate
objectives. Students explore a range of
benefit plans and discuss the implications
of HRM decision making in choosing benefit
plans that balance cost with employee
health and financial security. Topics include:
This course provides an introduction to
accounting practices. Typical company
financial statements are examined and
discussed, including the balance sheet, the
income statement, and the statement of cash
flows. The course explores measurements of
the productivity of all major human resource
functions including staffing, compensation,
training, and employee relations. Students
are given tools that allow them to gauge
the effectiveness of human resources and
communicate with senior management in the
quantitative language they understand.
Steven Gibson, M.A., has 26 years of human
resource leadership experience with corporations
including Bank of America, Home Depot, Inc.,
Crum & Forster Insurance, and Allstate Insurance
Company. He has managed and facilitated strategic
HR audits, managed compensation planning
processes comprised of multi-million dollar budgets,
and counseled executives through critical business
decisions that drove profitable revenue above
planned forecasts.
Note: Students are required to purchase the
following textbook(s) prior to the first class meeting:
Financial Intelligence for HR Professionals
Author(s): Berman, Karen / Knight, Joe
Edition/Copyright: 2008
Publisher: Harvard Business School Press
Type: Paperback
ISBN-10: 1-4221-1913-0
ISBN-13: 978-1-4221-1913-6
Textbooks are available for purchase through MBS
Direct or other vendors online or by phone.
When: Thursday, 6pm-9pm, April 2-June 4
(10 meetings)
Where: UCSB Ventura Center, 3585 Maple St.,
Ventura
Fee: $465 Early Bird Discount Fee
$515 if payment is received on or after March 20
ƒƒ Competitive salary analysis and labor
market dynamics
ƒƒ Salary administration, incentive plans,
stock option programs, and deferred
compensation
ƒƒ Overview of retirement benefits
ƒƒ Competitive benefit analysis
ƒƒ Benefits communications
ƒƒ Typical and leading edge benefits
offered by employers
ƒƒ Budgeting underlying the development
of compensation programs
ƒƒ Executive benefits
ƒƒ Design of compensation packages
ƒƒ Strategies, tools, and techniques for
designing and managing benefit plans
ƒƒ Compensation theories
Yolanda Salvas, M.B.A., human resources
manager, Golden State Medical Supply, Inc.
Note: Students are required to purchase the
following textbook prior to the first class meeting:
Strategic Compensation
Author(s): Martocchio, Joseph J.
Edition/Copyright: 7th 13 (6th edition is also
acceptable)
Publisher: Pearson
Type: Hardback
ISBN-10: 0-13-262075-8
ISBN-13: 978-0-13-262075-8
ƒƒ Design and finance of health and
welfare plans
ƒƒ Techniques and programs used to
contain benefit costs
ƒƒ Basics of regulatory compliance and
cost containment
Instructor to be announced
Note: Students may be required to purchase a textbook prior to the first class meeting. Textbooks
are available for purchase through MBS Direct or
other vendors online or by phone.
Textbooks are available for purchase through MBS
Direct or other vendors online or by phone.
Three instructional hours will occur as a project
outside of class time.
Three instructional hours will occur as a project
outside of class time.
When: Monday, 6:30pm-9:50pm,
March 30-May 18
When: Wednesday, 6pm-9pm, April 1-June 10
Monday, 6:30pm-9:50pm, June 1-June 8
(11 meetings)
(10 meetings)
Where: UCSB Ventura Center, 3585 Maple St.,
Ventura
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 March 19
Fee: $465 Early Bird Discount Fee
$515 if payment is received on or after March 17
Prerequisite: Foundations of Human Resource
Management and Understanding the Numbers
for Human Resource Professionals or consent of
instructor
Prerequisite: Foundations of Human Resource
Management and Understanding the Numbers
for Human Resource Professionals or consent of
instructor
Applicable Towards: Human Resource Management
Applicable Towards: Human Resource Management
Course #: BUSAD X450.31-037
Course #: BUSAD X450.32-034
Prerequisite: Foundations of Human Resource
Management or consent of instructor
Applicable Towards: Human Resource Management
Course #: BUSAD X450.04-010
Enroll Online: www.extension.ucsb.edu
UCSB EXTENSION SPRING 2015 3
Effective Recruitment,
Selection, and Retention
(4.0 units)
Finding the right employees to fit an
organization's needs is a challenging task.
This course examines concepts essential
for effective staff recruitment, selection, and
retention. Students also examine the diverse
ways organizations view employees, and
what organizational practices are effective to
retain quality staff. Topics include:
ƒƒ Recruitment techniques
ƒƒ Job descriptions
ƒƒ Assessment, including interviewing,
testing, and background investigations
ƒƒ Legal requirements
ƒƒ Employee orientation
ƒƒ Outplacement of staffing needs
ƒƒ Staffing accountability
ƒƒ Retention strategies
ƒƒ Diversity in the workplace
Cindy Mayer, M.S., is the senior director of talent
acquisition at Lynda.com, the local online learning
company. She also serves as president of Workforce
Strategies, a consulting firm that supports improved
alignment of human capital with an organization's
strategic goals. Ms. Mayer's areas of expertise
include talent lifecycle, leadership capabilities, and
human resource processes. Previously she served
as vice president of recruitment for Disney ABC
Television Group, executive director of staffing for
AT&T, and vice president of IT staffing for SunTrust
Banks, Inc. Note: Students are required to purchase the
following textbook(s) prior to the first class meeting:
Staffing the Contemporary Organization: A Guide
to Planning, Recruiting and Selecting for Human
Resource Professionals
Author: Caruth, Donald L.
Edition: 3RD 09
ISBN 13: 978-0-313-35670-4 Publisher: Praeger Publishers, Inc.
Textbooks are available for purchase through MBS
Direct or other vendors online or by phone.
Three instructional hours will occur as a project
outside of class time.
When: Thursday, 6:30pm-9:30pm, April 2-June 11
(11 meetings)
Where: UCSB Campus, location to be announced
(www.extension.ucsb.edu)
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: Students are required to purchase the
following textbook(s) prior to the first class meeting.
Principles of Marketing (Looseleaf)
Author: Kotler, Philip
Edition: 14th 12
ISBN 13: 978-0-13-216719-2 ISBN 10: 0-13-216719-0 Publisher: Prentice Hall, Inc.
Adoption is Recommended, New Only
Textbooks are available for purchase through MBS
Direct or other vendors online or by phone. When: Wednesday, 6:30pm-9:30pm,
April 1-June 3
(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 March 19
Applicable Towards: Marketing
Course #: BUSAD X409.65-011
The Art and Science
of Web Analytics
(1.0 unit)
Web analytics offers insightful information
about an organization’s performance and
permits easy monitoring of web patterns.
Web marketing is the most trackable
marketing medium out there; however,
the real value of web analytics data lies
not in the science of the stats, but in artful
interpretation.
This course teaches participants how
to comprehend, setup, and analyze
the art and science of web analytics.
Participants learn how to use web analytics
including reviewing past and current web
performance, understanding customer
behavior, gauging campaign execution
while learning how to continually optimize
web marketing efforts, and addressing
overall marketing strategy. This course
addresses free tracking tools and best
practices for reviewing web statistics.
Google Analytics is a free tool that is the
platform to learn how to setup and read web
analytics. Participants review and define
major web analytics elements including
top referring traffic sources, unique visitors,
average time on site, geographical trends,
search feedback, and bounce rate.
Nicki Gauthier, B.A., web marketing strategist, Web
Marketing Therapy, Santa Barbara. Ms. Gauthier
provides web marketing support, training, advisory,
and execution to maximize web opportunities and
successes. She supports businesses by managing
and reviewing web analytics, online advertising,
social media marketing, and search engine
optimization to build strategic web action plans
that achieve marketing goals. She has experience
in sales and marketing for the technical rescue
industry.
When: Wednesday, 6:30pm-9:30pm,
April 1-April 15
(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 March 19
Applicable Towards: Marketing
Course #: BUSAD X409.63-007
Fee: $465 Early Bird Discount Fee
$515 if payment is received on or after March 20
Prerequisite: Foundations of Human Resource
Management or consent of instructor
Applicable Towards: Human Resource Management
Course #: BUSAD X450.41-034
4
UCSB EXTENSION SPRING 2015
Call to Enroll: (805) 893-4200
Fundamentals of
Technical Writing
(2.0 units)
Writers who work with computers,
chemicals, scientific data, or clinical
data have different needs than the casual
business writer. This course goes beyond
the basics of business writing to focus on
the strategies, style, and format used in
various types of technical writing such as
research reports, grant proposals, review
articles, and monographs. Important
aspects of written technical communication
such as document organization, selecting
evidence, informing and persuading,
understanding the audience, and
references are stressed. Although a basic
understanding of English grammar is
assumed, the course covers writing
fundamentals that apply specifically to
technical writing such as tone, word choice,
organization, and the use of visual aids.
Rebecca Anderson, Ph.D., has over 25 years
experience in the pharmaceutical industry, both
in project management and R&D administration.
Dr. Anderson has delivered project management
training to various professional organizations. Prior
to working in industry, she held faculty positions at
George Washington University and the University
of Michigan. She currently works as a freelance
scientific and technical writer.
Note: No textbook is required for this course.
A printed copy of the following online document
will be provided at the first class session:
http://www.rbs0.com/tw.htm
When: Monday, 6:30pm-9:30pm, March 30-May 4
(6 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 March 17
business blunders, too often, that
are associated with marketing mistakes. To
succeed in a world of constant changes and
lightning growth development, firms need
to prepare themselves thoroughly and take
a proactive response in marketing across
borders.
This course explores the theory and practice
of marketing on a global magnitude. Special
emphasis is placed on knowledge about the
increasingly important big and emerging
markets (BEM). The ultimate goal is to
provide students with the conceptual and
analytical tools that will enable them to
develop effective international marketing
plans with the purpose of capturing
global market opportunities while carefully
avoiding the most common pitfalls in the
world trade arena.
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: Students are required to purchase the
following textbook(s) prior to the first class meeting:
Global Marketing
Author: Keegan, Warren J.
Edition: 7TH 13
New Edition Available ISBN 13: 978-0-13-271915-5 ISBN 10: 0-13-271915-0 Publisher: Pearson
Adoption is Required, New or Used
Textbooks are available for purchase through MBS
Direct or other vendors online or by phone.
Applicable Towards: Marketing
When: Monday, 6:30pm-9:30pm,
March 30-May 18
Course #: BUSAD X405-005
Monday, 6:30pm-9:30pm, June 1-June 8
(10 meetings)
Global Marketing
(3.0 units)
Globalization is reaching a level of
unprecedented growth. Within the last
decade, world trade in merchandise and
services grew at a rate of 140 percent.
International marketing, the study of
developing communications and conveying
value across nations, is often aggressively
pursued and yet misunderstood. Firms are
increasingly aware of the major international
Enroll Online: www.extension.ucsb.edu
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 March 17
Prerequisite: Recommended: Successful completion
of Principles of Marketing or an introductory
marketing course or professional experience in the
field of marketing.
Marketing in the 21st Century
(3.0 units)
Many factors affect marketing in the 21st
century, including changing technologies,
globalization, deregulation, and customer
empowerment. In this course students
learn about the latest technologies driving
purchase decisions around the world.
Whether it is blogs, Facebook, LinkedIn or
Twitter, social platforms are doing more
than creating buzz. As social networks
grow, their power to shape consumer
conversations and amplify word-of-mouth
chatter is on the rise. This course covers
concepts of social media marketing,
current principles and best practices of web
marketing and Search Engine Marketing
(SEM), a popular and ever-growing web
marketing application.
Amber J. Wallace, B.A., founder of Dowitcher
Designs, a design studio specializing in web and
print communications including web marketing.
Ms. Wallace is coeditor of Afrogeeks: Beyond the
Digital Divide and works as a web development
counselor for Web Marketing Therapy. Her
experience includes web design, web marketing,
publishing, project management, and small
business entrepreneurship.
Note: Students are required to purchase the
following textbook(s) prior to the first class meeting:
New Rules of Marketing and PR--Revised and
UpdatedA
uthor: Scott, David Meerman
Edition: 4TH 13 ISBN 13: 978-1-118-48876-8 ISBN 10: 1-118-48876-8 Publisher: John Wiley & Sons, Inc.
Adoption is Required, New or Used
Textbooks are available for purchase through MBS
Direct or other vendors online or by phone.
When: Tuesday, 6:30pm-9:30pm,
March 31-June 2
(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 March 18
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 X402.2-004
Applicable Towards: Marketing
Course #: BUSAD X409.11-005
UCSB EXTENSION SPRING 2015 5
Blogging for Business
When: March 30-June 12
(3.0 units)
Where: ONLINE
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.
Fee: $415 Early Bird Discount Fee
$465 if payment is received on or after March 17
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:
ƒƒ The reasons that blogging is so
important
ƒƒ How to navigate around blogging
platforms like Wordpress
ƒƒ How to create and maintain a
successful business blogging campaign
ƒƒ How to choose and write the material
that will best suit your client or business
ƒƒ How to manage the workflow
ƒƒ How to post the blog efficiently and
effectively
ƒƒ What plugins to use
ƒƒ Why to respond to comments
ƒƒ Why it’s necessary to post on social
media
Applicable Towards: Marketing
Course #: BUSAD X409.64-002
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:
Note: Students are required to purchase the
following textbook(s) prior to the first class meeting:
Personal Financial Planning: Theory and Practice
Author: Dalton, Michael A. / Dalton, James F
Edition: 7TH 11
ISBN 13: 978-1-4277-3585-0 Publisher: Kaplan Financial
Textbooks are available for purchase through MBS
Direct or other vendors online or by phone.
When: Saturday, 9:30am-12:50pm, April 4-May 16
Saturday, 9:30am-12:50pm, May 30-June 6
(9 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 March 22
Applicable Towards: Professional Financial Planning
Course #: ECON X425.1-029
ƒƒ Survey of the five components of
financial planning: investments, tax
planning, retirement planning, estate
planning, and insurance
ƒƒ Purpose, benefits, components, and
responsibilities of a financial planner
ƒƒ Introduction to the CFP Board's
Financial Planning Practice Standards
ƒƒ Ethics
ƒƒ Budgeting
ƒƒ Emergency fund planning
ƒƒ Credit and debt management
ƒƒ Function, purpose, and regulation of
financial institutions
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.
ƒƒ Financial planning for special
circumstances
Note: This course is offered as an interactive online
course.
ƒƒ Characteristics and consequences of
types of entities and property titling
Students are required to purchase the following
textbook(s) prior to the first class meeting.
ƒƒ Financial services industry regulation
requirements
Content Rules
Author: Handley, Ann / Chapman, C. C.
Edition: 2011 ISBN 13: 978-1-118-23260-6 ISBN 10: 1-118-23260-7 Publisher: John Wiley & Sons, Inc.
Adoption is Recommended, New or Used
Jonathan Keith, M.B.A., financial planning, Laguna
Capital Management, Inc., Santa Barbara ƒƒ Client attitudes and behavioral
characteristics
ƒƒ Educational funding
ƒƒ Business law
ƒƒ Monetary settlement planning
Textbooks are available for purchase through MBS
Direct or other vendors online or by phone.
6
UCSB EXTENSION SPRING 2015
Call to Enroll: (805) 893-4200
Tax Analysis
(4.0 units)
This course is designed to enable financial
planners to recognize many income tax
planning opportunities and dilemmas,
and to focus on interrelation of the more
common income tax rules, regulations,
and planning techniques applicable to
individuals, tax shelters, and corporations.
Topics include:
ƒƒ Tax implication of employee stock
options
ƒƒ Income tax law fundamentals
ƒƒ Tax compliance
ƒƒ Income tax fundamentals and
calculations
ƒƒ Tax accounting methods
ƒƒ Tax characteristics of entities
ƒƒ Basis
ƒƒ Cost-recovery concepts
ƒƒ Tax consequences of like-kind
exchanges
When: Monday, 6:30pm-9:50pm,
March 30-May 18
Monday, 6:30pm-9:50pm, June 1-June 15
(11 meetings)
Fee: $465 Early Bird Discount Fee
$515 if payment is received on or after March 17
Prerequisite: Principles of Professional Practice or
Principles of Financial Analysis
Applicable Towards: Professional Financial Planning
LOCATION 1 (Live Lecture)
Note: This class is being conducted live in Ventura
and broadcast to UCSB.
Where: UCSB Ventura Center, 3585 Maple St.,
Ventura
Course #: ECON X425.7-029
(IN VENTURA)
LOCATION 2 (Broadcast)
Note: Broadcast via a synchronous interactive video
system—UCSB area students participate in a fully
interactive, two-way videoconference with Ventura.
Where: UCSB Campus, location to be announced
(www.extension.ucsb.edu)
Course #: ECON X425.7-030 (AT UCSB)
ƒƒ Tax consequences of gain or loss on
sales of assets
ƒƒ Alternative Minimum Tax
ƒƒ Tax management techniques
Project Management
ƒƒ Passive activity and at-risk rules
ƒƒ Survey of project management
knowledge areas
By completing this course, students
are equipped with sufficient conceptual
understanding to participate in subsequent
in-depth courses in project management. In
addition, students are able to put previous
experiences in project management into a
more systematic conceptual context.
Paul Valenzuela, B.A., associate director and
operations manager, Communications Services,
Office of Information Technology, UCSB; chairperson,
Santa Barbara Project Management Interest Group
(SBPMIG). Mr. Valenzuela has nearly 30 years of
experience as a project and functional manager and
a team leader in both private industry and public
service.
Note: Students are required to purchase the
following textbook(s) prior to the first class meeting:
Project Management in Practice
Author: Mantel, Samuel J.
Edition: 4th 11
ISBN 13: 978-0-470-53301-7 Publisher: John Wiley & Sons, Inc.
Adoption is Required, New or Used.
Guide to Project Management Body of Knowledge
Author: Project Management Institute
Edition: 5th 13
ISBN 13: 978-1-935589-67-9 Publisher: Project Management Institute, Inc.
Adoption is Required, New or Used.
Textbooks are available through MBS Direct or other
vendors online or by phone. ƒƒ Tax implications of changing
circumstances
Introduction to
Project Management
When: Saturday, 9am-4pm, May 9-May 16
ƒƒ Charitable contributions and deductions
(3.0 units)
Saturday, 9am-12pm, June 13
ƒƒ Income in respect of a decedent
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:
(5 meetings)
Steve Minihan, M.B.A., CFP®, EA, Westlake
Financial Advisors, LLC, Westlake Village
Note: Students are requested to obtain or
download, and be familiar with, IRS Publication 17
at www.irs.gov.
Students are required to purchase the following
textbook(s) prior to the first class meeting:
South-Western Federal Taxation: Comp. Volume, 2014
-- With CD
Author: Hoffman, William
Edition: 37TH 14
ISBN 13: 978-1-285-17850-9 Publisher: South-Western Publishing Co.
Textbooks are available for purchase through MBS
Direct or other vendors online or by phone. Saturday, 9am-4pm, May 30-June 6
Where: UCSB Ventura Center, 3585 Maple St.,
Ventura
Fee: $435 Early Bird Discount Fee
$485 if payment is received on or after April 26
Applicable Towards: Project Management,
Marketing
Course #: ENGR X452.01-022
ƒƒ Theoretical underpinnings of project
management
ƒƒ Project management put in a historical
perspective
ƒƒ Examples of successful and
unsuccessful projects
ƒƒ Working vocabulary of project
management terms and acronyms
Enroll Online: www.extension.ucsb.edu
UCSB EXTENSION SPRING 2015 7
Project Scope, Cost, and Time
Management: Earned Value
(3.0 units)
Major contributors to success in project
planning and execution are the systematic
methods of control in project scope,
schedule, and cost variations. In this
course, students are provided with
a detailed examination of methods,
techniques, and concepts dealing with the
effective prevention and control of "scope
creep," time delays, and cost overruns.
The course guides students toward the
understanding of, and appreciation for,
the Earned Value System (EVMS). Topics
include:
ƒƒ Understanding the planning process as
related to scope, time, and cost
ƒƒ Implementing current project
management methods for project
planning
The following textbook is recommended:
Earned Value Project Management
Author: Fleming, Quentin W. / Koffleman, Joel M.
Edition: 4th 10
ISBN 13: 978-1-935589-08-2 Publisher: Project Management Institute, Inc.
Adoption is Recommended, New or Used
Textbooks are available for purchase through MBS
Direct or other vendors online or by phone.
When: Saturday, 9am-5pm, April 4-April 18
Saturday, 9am-4pm, April 25
(4 meetings)
Where: UCSB Ventura Center, 3585 Maple St.,
Ventura
Fee: $435 Early Bird Discount Fee
$485 if payment is received on or after March 22
Prerequisite: Introduction to Project Management or
consent of instructor
Applicable Towards: Project Management
Course #: ENGR X452.03-012
ƒƒ Implementing systems to monitor and
control project execution
ƒƒ Looking at scope, schedule, and cost
monitoring systems
ƒƒ Setting up a system to monitor Earned
Value
ƒƒ Using EVMS, and understanding the
numbers it produces in order to make
effective project management decisions
ƒƒ Understanding the procurement process
in the context of project management
planning and execution
This course is taught with an emphasis on
the application of EVMS techniques in a
complex project management planning and
execution case study example.
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: Students are required to purchase the
following textbook(s) prior to the first class meeting:
Guide to Project Management Body of Knowledge
Author: Project Management Institute
Edition: 5th 13
ISBN 13: 978-1-935589-67-9 Publisher: Project Management Institute, Inc.
Adoption is Required, New or Used.
8
UCSB EXTENSION SPRING 2015
Call to Enroll: (805) 893-4200
Strategic Business
Corporate Taxation
(1.0 unit)
This course provides students with an
introduction to U.S. corporate taxation, as
well as:
ƒƒ Provides an overview of tax laws/
concepts and compliance issues related
to tax reporting for corporate taxpayers
ƒƒ Defines and helps students to
understand income-related topics such
as gross receipts; interest and dividend
income; and income from rents,
royalties and ownership of partnership
interests
ƒƒ Defines and helps students to
understand deduction-related
issues such as cost of goods sold,
compensation, bad debts, taxes,
charitable contributions, amortization,
and depreciation expense
Special topics include alternative minimum
tax; calculation and reporting of gains and
losses; net operating losses; tax credits;
the tax calculation; and estimated tax
payments, penalties, and extensions.
Instructor to be announced
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.
Incentives and Human
Resources Management
Industry Studies:
Public Accounting
(1.0 unit)
(1.0 unit)
How can managers best incentivize
employees to work hard and be highly
productive? One way of aligning employees
with company objectives is to offer the
employee’s incentives. This course seeks
to understand different types of contracts
and incentives available to managers and
whether optimal contract and incentive
structures differ across firms and industries.
Throughout this course students:
The purpose of this course is to expose
students to the field of public accounting.
The majority of course time is devoted to
a series of speakers from various areas of
public accounting.
ƒƒ Identify incentive programs and how
firms manage this human resource
ƒƒ Examine employee training and
benefits as a means of retaining valued
employees
Where: UCSB Campus, North Hall, Room 1110
ƒƒ Determine whether training is an
investment or an operational expense
ƒƒ Evaluate incentive programs for different
types of businesses and determine if the
program is successful
When: Saturday, 9am-6pm, May 16
(1 meeting)
Fee: $140
Applicable Towards: Strategic Business: Business
Strategy Emphasis, Strategic Business: Business and
Accounting Emphasis
Course #: ECON X430.80-004
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: Students must present a current photo id when
signing in to the first class session.
Where: UCSB Campus, North Hall, Room 1110
There is no textbook required for this course.
Fee: $140
When: Tuesday, 6:30pm-9:30pm, May 5-May 19
Applicable Towards: Strategic Business: Business
Strategy Emphasis, Strategic Business: Business and
Accounting Emphasis
(3 meetings)
Course #: ECON X430.70-003
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.
There is no textbook required for this course. (1 meeting)
When: Saturday, 9am-6pm, April 18
Note: Students must present a current photo id when
signing in to the first class session.
ƒƒ Discuss problems with incentives and
management activities, challenges, and
management planning
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.
There is no textbook required for this course.
Instructor to be announced
Where: UCSB Campus, North Hall, Room 1110
Fee: $140
Applicable Towards: Strategic Business: Business
and Accounting Emphasis, Strategic Business:
Business Strategy Emphasis
Course #: ECON X430.63-003
Enroll Online: www.extension.ucsb.edu
UCSB EXTENSION SPRING 2015 9
Education
Child Life
Child Life: Introduction to
Theory and Practice
(4.0 units)
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.
When: March 30-June 12
Where: ONLINE
Fee: $460 Early Bird Discount Fee
$510 if payment is received on or after March 17
Applicable Towards: Child Life (ONLINE)
Course #: ED X370.2-013
Course #: ED X370.2-014
Assessment, Preparation, and
Medical Terminology
(4.0 units)
This online course focuses on the use of
assessment and observation strategies
to document development, growth, play,
and learning to join with families and
professionals in promoting children’s
success. Participants also engage with
strategies and information for preparing for
the Child Life Professional Examination,
including information on intervention and
professional responsibility and medical
terminology associated with pediatric care.
Belinda Hammond, M.A., president and director
of Child Life Connection, a local organization that
creates and maintains therapeutic play programs
in Tri-County hospitals. Ms. Hammond is a certified
Child Life Specialist. She has taken doctoral courses
at UCSB specializing in disabilities and risk studies
and holds an M.A. in Education Psychology/Early
Childhood Education with a specialization in play
therapy.
Note: This course is offered as an interactive online
course.
When: March 30-June 12
Where: ONLINE
Fee: $460 Early Bird Discount Fee
$510 if payment is received on or after March 17
Course #: ED X370.5-001
Applicable Towards: Child Life (ONLINE)
**NOTE: This course satisfies requirements for
becoming a Certificated Child Life Specialist. This
course is taught by a CCLS and meets the six (6)
required topics of study set forth by the Child Life
Council (Child Life documents, Scope of practice,
Impact of illness, injury and healthcare on patients/
families, Family-Centered care, Therapeutic play,
and preparation. Upon successful completion of the
course a Child Life Course Verification Form will be
issued.
10 UCSB EXTENSION SPRING 2015
Call to Enroll: (805) 893-4200
Child Life Internship
(4.0 units)
Designed for students who are completing
the Child Life Professional Certificate
Program or have completed the Child Life:
Introduction to Theory and Practice course
and are in need of an internship to meet
Child Life Certification requirements through
the Child Life Council. This course provides
an opportunity to gain experience and
practice in applying skills in an appropriate
medical setting while under the supervision
of a Certified Child Life Specialist who meets
supervisory requirements as established
by the Child Life Council. Students work in
an internship position with a participating
sponsor and will participate in online
discussions weekly throughout the quarter.
Students are expected to complete a work
journal, keep accurate time records, and
evaluate their internship experience.
NOTE: **The University does not insure student
interns under its insurance programs and does not
enter into contractual agreements with the training
site. Only verification of enrollment in ED X370.7 for
course credit can be provided. Syllabus available
upon request.
Internship positions are subject to placement
opportunities. While it is possible for students to
complete an internship with their present employer,
internship duties must be substantially different from
the student's paid duties. 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.
When: March 30-June 12
Fee: $460 Early Bird Discount Fee
$510 if payment is received on or after March 17
Prerequisite: The internship is supervised work
experience performed by a Child Life student/
candidate off-campus in a medical setting where
professional level Child Life services are provided.
Students may participate in the internship multiple
quarters to meet certification requirements as
established by the Child Life Council. In order to be
eligible for the internship course, the student must be
an accepted certificate candidate in good standing
OR have successfully completed ED X370.2. The
application process includes submission of the
following documents to the program director, Anissa
Stewart, atanissa.stewart@extension.ucsb.edu.
Proof of liability insurance
A completed Internship Application
A completed Sponsor Application
After the application and subsequent documents
are reviewed, the candidate may be subjected to a
phone interview. The candidate will be notified if
s/he has been approved to enroll in the internship
course within 5-7 business days of receiving the
application.
Applicable Towards: Child Life (ONLINE)
Course #: ED X370.7-005
Enroll Online: www.extension.ucsb.edu
UCSB EXTENSION SPRING 2015 11
Legal Studies
& Mediation
Mediation &
Dispute Resolution
Beyond Reason: Understanding
Emotions in Dispute Resolution
(1.5 units)
Emotions drive conflict. This course
provides students with an understanding
of how positive emotions can help reach
agreement and how negative emotions are
an obstacle to resolution. Students learn
a framework to help them deal effectively
with emotions that are present in every
negotiation and mediation. The course is
based in part on the book Beyond Reason:
Using Emotions as You Negotiate by authors
Roger Fisher and Daniel Shapiro. Through
class exercises students develop their
communication and listening skills to
understand what stimulates emotions by
identifying core concerns.
Note: Students must purchase required textbook
prior to first class meeting:
Beyond Reason, Using Emotions as You Negotiate
Roger Fisher and Daniel Shapiro
Penguin Books
ISBN 01403037781
Please read chapters 1-7 before the first class. Textbooks are available through MBS Direct and
other vendors by phone or online. When: Saturday, 9am-5pm, April 25
Sunday, 9am-5pm, April 26-April 26
(2 meetings)
Where: UCSB Campus, location to be announced
(www.extension.ucsb.edu)
Fee: $315 Early Bird Discount Fee
$365 if payment is received on or after April 12
Applicable Towards: Mediation and Dispute
Resolution
Course #: LAWSO X435-010
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:
ƒƒ Structure and function of the legal
system
ƒƒ Roles of the attorney, paralegal, and
other law office personnel
ƒƒ Issues within the paralegal profession
ƒƒ Legal ethics
ƒƒ Investigation in a law office
ƒƒ Introduction to legal research, writing,
and analysis
ƒƒ Law office administration and
economics
ƒƒ Career development and planning
Susan Bulfinch, J.D., principal, Mediation Offices
of Susan Bulfinch, Scottsdale, Arizona. Ms.
Bulfinch is an attorney and mediator with extensive
conflict resolution and training experience. She
mediates family, civil, employment, and business
disputes, and is a certified mediator for the U.S.
Postal Service. She is a past president of the
Southern California Mediation Association and
former executive board member of the California
Dispute Resolution Council. She is also a member
of AZ-ACR, International Academy of Collaborative
Professionals, Maricopa County Association of
Family Lawyers, and the Scottsdale Bar Association.
Rachel Coleman, J.D., member of the State Bar
of California; attorney, Law Offices of David Lehr,
Ventura
Wendy Forrester, J.D., Law and Mediation Offices
of Wendy Forrester, a private family law and
mediation practice, Calabasas. Ms. Forrester is the
former associate director and mediation coordinator
of California Lawyers for the Arts where she
mediated arts-related disputes and trained mediators
and law school interns. She has lectured extensively
on mediation at universities, law schools, and
bar associations, and has served on the Board
of Directors of Southern California Mediation
Association.
When: Wednesday, 6pm-9:40pm, April 1-June 3
12 UCSB EXTENSION SPRING 2015
Note: Students are required to purchase the
following textbook(s) prior to the first class meeting:
Intro. to Paralegalism -- With CDA
uthor: Statsky, William P.
Edition: 7th 09
ISBN 13: 978-1-4354-0006-1 Publisher: Delmar Learning
Textbooks are available through MBS Direct and
other vendors by phone or online.
(10 meetings)
Where: UCSB Ventura Center, 3585 Maple St.,
Ventura
Fee: $460 Early Bird Discount Fee
$510 if payment is received on or after March 19
Applicable Towards: Paralegal Studies
Course #: LAW X455.6-061
Call to Enroll: (805) 893-4200
Case Management
Technology in the Law Office
(2.0 units)
(3.0 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:
This course introduces the student to lawrelated technology and applied techniques
in the use of legal technology in the law
office or legal environment. Students
learn the fundamentals of a rudimentary
initial setup and general document and
exhibit management of an automated case
from the beginning of the case through
the trial. The goal is for students to learn
case management, tactical pre-trial case
analysis, e-discovery, and trial presentation
technology including evidentiary, advocacy
and visual persuasion associated with
using cutting-edge courtroom technology.
Such skills are now expected of paralegals
involved in any aspect of litigation or
general case management.
ƒƒ Time and file management
ƒƒ Document controls
ƒƒ Calendar controls
ƒƒ Tracking assignments and caseloads
ƒƒ Effective delegation
ƒƒ Computer applications
Jeanne Kvale, J.D., attorney, Hathaway, Perrett,
Webster, Powers, Chrisman & Gutierrez, Ventura
Note: There is no textbook required for this course.
When: Monday, 6pm-9:30pm, April 27-May 18
Monday, 6pm-9:30pm, June 1-June 8
(6 meetings)
Where: UCSB Ventura Center, 3585 Maple St.,
Ventura
Fee: $325 Early Bird Discount Fee
$375 if payment is received on or after April 14
Applicable Towards: Paralegal Studies
Course #: LAW X403-043
Ethics for the Paralegal
(1.0 unit)
This course is designed to improve the
student's understanding of the regulation
and discipline of lawyers and paralegals
and how paralegals are affected by ethical
issues.
Jeanne Kvale, J.D., attorney, Hathaway, Perrett,
Webster, Powers, Chrisman & Gutierrez, Ventura
Note: There is no textbook required for this course.
When: Monday, 6pm-9pm, March 30
Monday, 6pm-9pm, April 13-April 20
(3 meetings)
Where: UCSB Ventura Center, 3585 Maple St.,
Ventura
Fee: $220 Early Bird Discount Fee
$270 if payment is received on or after March 17
Applicable Towards: Paralegal Studies
Course #: LAW X402.2-012
After completing this course the student
will be able to demonstrate appropriate
technology skills as follows: ƒƒ Use computer technology applicable
to law office management, document
production, scheduling, research,
litigation support, and communication
with other systems
ƒƒ Use specialized legal software
applications (such as CaseMap,
Concordance, SanctionsII, Trial
Director) ƒƒ Prepare electronic case chronologies
and trial presentations
Joel F. Block, J.D., member of the State Bar of
California
Note: Students must purchase required textbook
prior to first class meeting. Textbooks are available
for purchase through MBS Direct or other vendors
online or by phone.
Course includes a $50 nonrefundable technology
fee that includes use of a laptop and interaction with
various legal software.
Organizing and
Analyzing Evidence
(3.0 units)
Practical application of the rules of evidence
is discussed, with concentration on those
areas specifically relevant to paralegal
practice. The meaning of evidentiary rules is
explored through hypothetical situations and
applications. Topics include:
ƒƒ Relevance
ƒƒ Character evidence
ƒƒ Witness competency
ƒƒ Expert opinions
ƒƒ Hearsay and hearsay exceptions
ƒƒ Authentication
Students develop analytical skills by
thinking through and solving problems and
learn how to analyze evidentiary value,
gather and preserve evidence, and prepare
trial notebooks.
Instructor to be announced
Note: Students must purchase required textbook
prior to first class meeting. Textbooks are available
for purchase through MBS Direct or other vendors
online or by phone.
When: Tuesday, 6:30pm-9:30pm,
March 31-June 2
(10 meetings)
Fee: $410 Early Bird Discount Fee
$460 if payment is received on or after March 18
Prerequisite: Fundamentals of Paralegal Studies or
consent of program director
Applicable Towards: Paralegal Studies
LOCATION 1 (Live Lecture)
Note: This class is being conducted live in Ventura
and broadcast to UCSB. See section 029 to enroll in
the class being held at UCSB.
Where: UCSB Ventura Center, 3585 Maple St.,
Ventura, TBA
This course provides a blended approach to
learning. Students attend 9 classroom sessions for a
total of 27 hours, and approximately 3 hours online
as stated in the course syllabus.
Course #: LAW X459-028
When: Thursday, 5:45pm-8:45pm, April 2-June 4
Note: Broadcast via a synchronous interactive video
system – UCSB area students participate in a fully
interactive, two-way videoconference with Ventura.
Please see section 028 to enroll in the live session
in Ventura.
(10 meetings)
Where: UCSB Campus, location to be announced
(www.extension.ucsb.edu)
Fee: $410 Early Bird Discount Fee
$460 if payment is received on or after March 20
Prerequisite: Fundamentals of Paralegal Studies or
consent of program director
(IN VENTURA)
LOCATION 2 (Broadcast)
Where: UCSB Campus, location to be announced
(www.extension.ucsb.edu)
Course #: LAW X459-029 (AT UCSB)
Applicable Towards: Paralegal Studies
Course #: LAW X456.61-010
Enroll Online: www.extension.ucsb.edu
UCSB EXTENSION SPRING 2015 13
Wills and Trusts I
(3.0 units)
This course introduces the vast area of law
governing wills, trusts, and estate planning,
with the focus on pre-death considerations.
It emphasizes practical applications for
paralegals and exposes students to forms
and procedures actually used in a law
office. Topics include:
ƒƒ Validity requirements for estate planning
documents
ƒƒ Simple document drafting
ƒƒ Basic estate planning
ƒƒ Conservatorship administration
ƒƒ Durable power of attorney
administration
Lori A. Lewis, J.D., certified specialist in estate
planning, probate, and trust law, Mullen and
Henzell, LLP
Note: Field trip TBA with instructor.
Students are required to purchase the following
textbook(s) prior to the first class meeting:
Plan Your Estate
Author: Clifford
Edition: 11th 13 New
ISBN 13: 978-1-4133-1720-6 Publisher: Nolo.com
Textbooks are available through MBS Direct and
other vendors by phone or online.
life contractual disputes and the instructor
guides students to formulate appropriate
resolutions.
Deborah Moritz, J.D., former lecturer in legal
writing and research, University of Wisconsin Law
School
Note: Students are required to purchase the
following textbook(s) prior to the first class meeting:
California Contract Law: Cases and Materials
Author: Smith, Craig A.
Edition: 2006
ISBN 13: 978-1-59460-232-0 Publisher: Carolina Academic Press
Textbooks are available through MBS Direct and
other vendors by phone or online.
When: Tuesday, 6:30pm-9:30pm,
March 31-June 2
(10 meetings)
Where: UCSB Campus, location to be announced
(www.extension.ucsb.edu)
Fee: $410 Early Bird Discount Fee
$460 if payment is received on or after March 18
Prerequisite: Fundamentals of Paralegal Studies or
consent of program director
Applicable Towards: Paralegal Studies
Course #: LAW X455.7-004
Juvenile Law for Paralegals
(3.0 units)
Fee: $410 Early Bird Discount Fee
$460 if payment is received on or after March 26
This course provides an understanding of
the unique and shifting process involved in
the prosecution of minors. In this course,
participants learn about the juvenile court
system, the purpose of detention hearings,
and how to represent children, families, and
the state effectively and ethically. Topics
range from truancy to serious criminal acts.
Prerequisite: Fundamentals of Paralegal Studies or
consent of program director
Joel F. Block, J.D., member of the State Bar of
California
Applicable Towards: Paralegal Studies
When: Monday, 6:30pm-9:30pm,
March 30-May 18
When: Wednesday, 6:30pm-9:30pm,
April 8-June 10
(10 meetings)
Where: UCSB Campus, location to be announced
(www.extension.ucsb.edu)
Course #: LAW X420-026
Monday, 6:30pm-9:30pm, June 1-June 8
Contract Law
(3.0 units)
Basic concepts of contract law and
practical drafting skills used by paralegals
are emphasized. Topics include contract
formation, unenforceable contracts,
performance and breach of the contract,
parties' remedies for breach, and third
party interests. Participants are exposed
to real contract clauses in various settings
and are required to draft clauses based on
hypothetical scenarios. Students tackle real14 UCSB EXTENSION SPRING 2015
(10 meetings)
Where: UCSB Campus, location to be announced
(www.extension.ucsb.edu)
Fee: $410 Early Bird Discount Fee
$460 if payment is received on or after March 17
Science &
Engineering
Engineering
Engineering Trust Across Cultures
(2.0 units)
Every manager and team member must
know how to create a trusting environment
to increase creativity, productivity, and
morale in their team. The decision to trust
is influenced by one's cultural norms,
values, and other life experiences that in
turn impact how team members behave
in the workplace setting. Those behaviors,
driven by the desire to trust or be trusted,
can be similar or contrary. This course uses
lecture, class discussion, video analysis,
experiential activities, and a 4-factor
model for trust development to develop
the student’s understanding of culture’s
influence on the decision to trust in the
workplace.
Jacqueline Oliveira, M.A., principal, Faeron
Cultural Communications, Santa Barbara. Ms.
Oliveira has extensive experience in training of
management, supervisory, and support personnel in
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: No textbook is required for this course.
Four instructional hours will occur as a project
outside of class time.
When: Saturday, 9am-4pm, April 11-April 18
(2 meetings)
Where: UCSB Campus, location to be announced
(www.extension.ucsb.edu)
Fee: $385
Course #: ENGR X421-002
Applicable Towards: Paralegal Studies
Course #: LAW X409-001
Call to Enroll: (805) 893-4200
Writing and the Research
Process for Engineers
(4.0 units)
This course is designed for students who
plan to pursue careers in science and
engineering fields. Students learn valuable
techniques and tools that enable them
to become effective communicators of
technical material, capable of organizing
and expressing ideas to satisfy the
demands of both general and specialist
audiences. The writing assignments mirror
actual tasks awaiting participants both in
school and in the workplace. Writing tasks
are both individually and collaboratively
based. Through hands-on activities,
students learn genres significant to their
fields of interest, such as writing usability
reports, proposals, formal business letters,
and cover letters. Oral presentations
supplement some writing assignments.
Additionally, research plays a core role in
the development of such genres, whereby
students produce documents exhibiting
historical knowledge, including ethical and
legal issues, in addition to adhering to fieldspecific norms for incorporating citations of
outside sources. In the process, students
learn how to become critical evaluators
of their own communication skills by
evaluating the written work of peers.
Kara Otto, Ph.D. candidate. Ms. Otto's
specialization is in language, literacy, and
composition studies. She has extensive experience
teaching academic writing and research courses.
Environmental
Science
Green Building Materials
(2.0 units)
One of the main objectives of sustainable
building design is to avoid resource
depletion. Much of the resource depletion
in the building environment stems from the
materials used to construct and operate our
buildings.
This course introduces students to the
utilization of green materials and their
significance in today's building practices
in home design and construction. Through
lectures and site visits, students gain
exposure to real green building projects,
products, and professionals in the field.
Topics include:
ƒƒ Factors in green material selection
ƒƒ Resources to assist in determining
materials appropriateness
ƒƒ Green material considerations when
using the LEED rating program
Instructor to be announced
Note: A textbook is NOT required for this course.
Students may purchase the following recommended
textbooks prior to the first class meeting:
Green from the Ground Up: Sustainable, Healthy, and
Energy-Efficient Home Construction, 2008 edition, by
David Johnston, ISBN 978-1-56158-973-9
Green Building Materials, 3rd Edition, by Ross
Spiegel and Dru Meadows, ISBN 978-0-47053804-3
Textbooks are available through MBS Direct or other
vendors online or by phone.
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.
When: Thursday, 6:30pm-9:30pm,
May 14-June 11
Where: UCSB Campus, location to be announced
(www.extension.ucsb.edu)
When: Saturday, 12pm-3pm, June 6
Where: Other Santa Barbara location to be
announced
(6 meetings)
Fee: $235 Early Bird Discount Fee
$285 if payment is received on or after May 1
ƒƒ Material considerations when designing
a green home
Prerequisite: Sustainability: A Green Building
Overview or consent of the program manager.
ƒƒ Materials reuse and recycling
Applicable Towards: Green Building and Sustainable
Design
This course is intended for local
professionals and homeowners interested in
gaining insight into the green building field.
Course #: ESM X489.2-002
Note: The following textbook is required for this
course, textbooks can be purchased through online
vendors such as Amazon.com.
A Guide to Writing as an Engineer, 4th edition, 2014
David Beer and David McMurrey
ISBN: 978-1-118-30027-5
Wiley A Pocket Style Manual, 6th edition
Diana Hacker
ISBN: 978-0312542542 When: Thursday, 2pm-4pm, April 2-June 11
(11 meetings)
Where: UCSB Campus, location to be announced
(www.extension.ucsb.edu)
Fee: $510
Course #: ENGR X420-002
Enroll Online: www.extension.ucsb.edu
UCSB EXTENSION SPRING 2015 15
Solar Energy Solutions:
An Introduction to Harnessing
the Power of the Sun
When: Tuesday, 6:30pm-9:30pm, April 7-May 5
(2.0 units)
When: Saturday, 9am-12pm, May 2-May 2
Solar energy is taking its place in both
mainstream culture and our energy supply.
Everywhere you look it is being installed on
homes, office buildings, parking lots, and
hillsides. Solar energy has been utilized for
thousands of years in our built environment.
Where: Other Santa Barbara location to be
announced
This course reviews these historic
applications and the reason that solar
energy is just now becoming a major
stakeholder in our energy future. Through
an in depth review of solar energy topics,
special guest speakers, a solar system tour,
and a real-world solar application final
project, this course provides an in-depth
review of solar technology and the variables
that influence its widespread adoption.
Topics include: Where: UCSB Campus, location to be announced
(www.extension.ucsb.edu)
(6 meetings)
Fee: $235 Early Bird Discount Fee
$285 if payment is received on or after March 25
Prerequisite: Recommended courses: Energy
Sources: Their End Uses and Impacts and
Sustainability: A Green Building Overview.
Applicable Towards: Green Building and Sustainable
Design
Course #: ESM X489.16-002
Sustainable Planning
and Site Design
(2.0 units)
An important factor in the sustainable
planning process is determining site
location. Site location and development
can be just as critical to good sustainable
design as the building itself. Through
lectures, case studies, and site visits,
students learn about the environmental,
physical, and social aspects of sustainable
planning and site design. In addition,
students gain exposure to actual
sustainable site design projects, methods,
and professionals in the field. Topics
include:
ƒƒ Introduction to basic planning, design
concepts, and site constraints
ƒƒ New Urbanism and community
connectivity
ƒƒ Introduction to solar energy
ƒƒ Applicable LEED credits related to site
development, Sustainable Sites Initiative
ƒƒ Current solar technology and
applications
ƒƒ Site considerations to minimize
environmental impacts
ƒƒ Solar policies and building codes
ƒƒ Site related energy and water concerns,
soils, vegetation, and materials
ƒƒ Sales, engineering, design, installation
and maintenance
ƒƒ Economic and environmental analysis
and reporting methodologies
ƒƒ Future innovations and worldwide solar
energy potential
Shawn Jacobson, B.A., UCSB Geography; NABCEP
certified solar consultant, Schueco, solar territory
sales manager. As a solar energy professional,
Mr. Jacobson assists solar installation companies,
large and small, with their needs for training,
engineering, and Schueco solar product solutions
including solar electric, thermal, and mounting
systems. In his career in the renewable energy
industry over the last 10 years he has been involved
with stirling engine applications, renewable energy
GIS mapping, environmental and energy education
programs, passive solar design, and solar PV sales
and project management.
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 1:00pm-4:00pm). Proof
of student status is required.There is no textbook
required for this course.
ƒƒ CA development regulations and
policies
Instructor to be announced
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.
There is no textbook required for this course.
When: Wednesday, 6:30pm-9:30pm,
April 1-April 22
Where: UCSB Campus, location to be announced
(www.extension.ucsb.edu)
When: Saturday, 9am-12pm, April 11
Saturday, 9am-12pm, April 18
Where: Other Santa Barbara location to be
announced
(6 meetings)
Fee: $235 Early Bird Discount Fee
$285 if payment is received on or after March 19
Prerequisite: Sustainability: A Green Building
Overview or consent of program manager.
Applicable Towards: Green Building and Sustainable
Design
Course #: ESM X489.5-002
16 UCSB EXTENSION SPRING 2015
Call to Enroll: (805) 893-4200
Technology
Management
Entrepreneurial Leadership of
Teams and Talent
(2.0 units)
This course gives students interested
in technology management or general
business administration an introduction to
the most important applications of human
resources concepts, rules, and regulations
as they relate to the acquisition and
retention of employees at all levels. These
concepts include:
ƒƒ A strategic rationale for a human
resources function in an organization,
including: its contribution to the
business strategy, profitability through
program design, and competitive
advantage; the basics of recruitment
and selection, creation of jobs and
their hierarchies and values; and,
compensation and benefits and
employee relations.
ƒƒ Aspects of individual and organizational
behavior critical to organizational
success, including: team formation,
roles, and growth; leadership styles
and impact on organizational
growth; motivation--what it is and
how it manifests itself; importance of
power and influence; and, problem
solving and decision-making and the
importance of organizational culture
and climate.
Enroll Online: www.extension.ucsb.edu
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.
Debbie L. Horne, M.A., SPHR, member, Board
of Directors, California State Council of SHRM;
adjunct faculty member, Masters in Organizational
Management Program, Antioch University; former
president, Santa Barbara Human Resource
Association
Note: This course provides a blended approach to
learning. Students attend 10 classroom sessions
for a total of 15 hours, and approximately 5 hours
online as stated in the course syllabus.
New Venture Finance
(2.0 units)
Students learn the basics of corporate and
entrepreneurial finance.
Timothy Halsey, M.B.A., Golden Gate University,
Santa Barbara
Note: Textbooks are available for purchase at the
UCEN bookstore.
Required textbook 1:
Financial Statement Analysis
(Revised 1st Edition by Charles Woelfel)
Published: McGraw-Hill
1993ISBN-10: 1557385327
ISBN-13: 978-1557385321
Required textbook 2:
Entrepreneurial Finance: Financial & Business
Strategies for the Serious Entrepreneur
(2nd edition by Steven Rogers)
Published: McGraw-Hill, 2009
ISBN-10: 0071591265
When: Thursday, 6pm-7:40pm, April 2-June 11
(11 meetings)
When: Monday, 6pm-7:30pm, March 30-May 18
Where: UCSB Campus, location to be announced
(www.extension.ucsb.edu)
When: Monday, 6pm-7:30pm, June 1-June 8
Fee: $550
(10 meetings)
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
Where: UCSB Campus, location to be announced
(www.extension.ucsb.edu)
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 X130B-004
Applicable Towards: Technology Management
Course #: TMP X130C-005
UCSB EXTENSION SPRING 2015 17