Management 301: Management Career Lectures

ACADEMIC PLANNING OVERVIEW

Name: Lana Franczek

Date: 10/22/12

ACADEMIC GENERAL PROFILE Degree(s) and Major(s) being earned:

X Bachelor of Science Major: X Accounting Economics Bachelor of Science in Industrial Management Other Degree/Major: X Management

Minor(s): None Concentration(s): None Certification(s):Certified Public Accountant

CAREER PROFILE Internship/Full-Time Positions being considered (you can list more than one title as you may have numerous positions that interest you right now): Spring Internship with Chilton and Medley Accounting Firm Location: Louisville, KY Spring Internship with The Blue Company CPA Firm Location: Louisville, KY Any summer accounting internships in Louisville or southern Indiana Certified Public Accountant Financial Accountant Auditor Fields or Industries being considered: Assurance Managerial Accounting Forensics Accountant

EVALUATION OF KNOWLEDGE, SKILLS & CREDENTIALS

Key to career success is acquiring the necessary knowledge, skills and credentials to advance in your chosen field or discipline. This exercise guides you through a process of examining your academic experience up to this point in time and forecasting what future academic experiences you will need to consider as you develop professionally. PART ONE: Past/Current Coursework and Academic Experiences All of your courses potentially have provided a solid foundation for your educational development. However, on the table below, list key courses (descriptive names not numerical listings such as MGMT 301) that are relevant to the career position/field/industry you seek. These courses may have provided you with specific knowledge, experiences or skills that would be useful for you as a professional. These courses may come from your majors, minors, concentrations, as well as other courses such as electives or certification programs. Add more rows or subtract rows as needed. COURSES Introduction to Managerial Accounting Introduction to Financial Accounting Fundamentals of Speech First Year Composition Management Career Lecture KNOWLEDGE, EXPERIENCES, or SKILLS GAINED Learned the basics of managerial accounting. Learning how to set up a financial report and income statements. Learned the difference between managerial accounting and financial accounting. I learned how information can be changed based on how costs are allocated Improved my public speaking skills. This is important in order to present information to management Improved writing skills. Writing is vital in order to write financial reports for management to make decisions Learned how to interview, write a resume, and overall, learn how to act professionally.

In addition to coursework, you may have joined specific academic (or professional) associations, clubs or project groups. List any that would be key to your professional development. Add more rows or subtract rows as needed. ASSOCIATIONS, CLUBS or PROJECTS Big Brother Big Sister Program Sigma Alpha Lambda Honors Society KNOWLEDGE, EXPERIENCES, or SKILLS GAINED Improved my sense of responsibility as well as being very aware of what I say and how I present myself. Working with kids also improved my patience. Able to assert myself as a leader and learned to lead a team to accomplish an established goal with excellence

List any additional experiences that have impacted your professional development while attending Purdue. This might include Study Abroad, Volunteerism, Social Clubs, Internships, Part-Time Work, etc. You do not need to re-state your resume but if there is something specific to note, put it in the table below. EXPERIENCES Mosaic Office Volunteering Greyhouse Volunteering KNOWLEDGE, EXPERIENCES, or SKILLS GAINED Learned about the organization of an office and maintaining financial records

Learned to the importance of everyone working together and all the work getting done. It doesn't matter if you did more than someone else. PART TWO: Future Coursework, Certifications, Associations, Experiences

As you look at your future, consider and respond to the questions below: What other courses will you need to complete in order to earn your degree (if you are not graduating this semester!)? Complete the information below and make sure you follow-up with your Academic Advisor with any questions/concerns/issues that you may have. Remember, courses may not always be offered when you expect them to be (i.e. a course may need to be moved to another semester). This is for PLANNING purposes only to help you be aware of what you need to complete your degree in a timely manner.
COURSE CATEGORY GUIDE Required Minor/Concentration Elective (World History, Literature, Fine Arts, International, Professional, or Free) CREDIT HOUR REVIEW

Transfer/AP Credits Total Completed Credits Current Semester Credits Subtract any retakes Credit Hours for Remaining Semesters Subtract any no credit courses
Term Year: Fall 2013

3 33 16 72 -

Make sure you consult MyPurdue for up-to-date course information!

Term Year: Spring 2013

Subject STAT 225 MGMT 350 MGMT 310 MGMT 324 MGMT 382

Number 3 cr. 3 cr. 3 cr. 3 cr 3 cr.

Category Required Required Required Required Required

Subject MGMT 305 MGMT 361 ECON 419 MGMT 451 ENG 420

Number 3 cr. 3 cr. 3 cr. 3 cr 3 cr

Category Required Required Required Required Required

Term Year:Spring 2014

Term Year:Fall 2014

Subject Spring Internship

Subject MGMT 503 MGMT 504 MGMT 505 POL 130 OBHR 428 MGMT 306
Term Year:

Number 3 cr. 3 cr. 3 cr. 3 cr. 3 cr. 3 cr.

Category Required Required Required Elective Required Required

Term Year:Spring 2015

Subject MGMT 506 POL 141 BTNY 201 AD 220 CSR 332 MGMT 351

Number 3 cr. 3 cr. 3 cr. 3 cr. 3 cr. 3 cr.

Category Required Elective Elective Elective Elective Required

Subject

Number

Category

Are there certain electives, concentrations, or minors that you should consider taking because they would provide you with additional knowledge, skills and experiences for your field of interest? If so, add them into

your above planning. If you cannot fit them into your degree and graduate by your targeted goal date, would you consider staying for an additional semester? Consult with your Academic Advisor to make sure you correctly are interpreting your degree information.
I think Cross Cultural Marketing and International Retailing would be useful. Our economy is part of the global economy. It would be very useful to know how business works across nations. A concentration in finance could also prove useful to increase the thoroughness of my knowledge of accounting and finance. I plan on double majoring in management as it is. I don't think a concentration in finance would have enough benefits to outweigh the extra work. I would not consider staying longer at all.

What certification programs and professional association would be important for you to obtain and join to enhance your professionalism?
As soon as I get my bachelor degree I plan on sitting for the CPA exam. This would also require to continue my education. That's really the only certificate I think I need.

To advance in your field, will you need to obtain an advanced degree and when would be the best time to pursue that (directly after earning your undergraduate degree or after you gain professional experience in your field)?
In order to be a CPA you must have a total of 150 cr. I will probably use this to get my master's in accounting. Also, you must continue your education after becoming a CPA, I could use this to get any concentrations or minors I wanted and the company I work for would pay for it.

FINAL STEP: Once you have completed this review, please upload this document into your Passport Account within the Academic Planning Challenge. This review is due in Passport by October 30th.