SA_N_NFP Tools of financial policy in logistics

Institute of Technology and Business in České Budějovice
summer 2020
Extent and Intensity
2/2/0. 5 credit(s). Type of Completion: zk (examination).
Teacher(s)
doc. Ing. Ondrej Stopka, PhD. (seminar tutor)
Guaranteed by
doc. Ing. Rudolf Kampf, Ph.D., MBA
Department of Transport and Logistics – Faculty of Technology – Rector – Institute of Technology and Business in České Budějovice
Supplier department: Department of Transport and Logistics – Faculty of Technology – Rector – Institute of Technology and Business in České Budějovice
Timetable of Seminar Groups
SA_N_NFP/S01: No timetable has been entered into IS. O. Stopka
Prerequisites
OBOR ( CAP )
Moderately advanced knowledge of logistics and management is the prerequisite for enrollment of the course.
Course Enrolment Limitations
The course is offered to students of any study field.
Course objectives supported by learning outcomes
The aim of the course is to acquaint the students with the principles and use of modern management approaches in the field of finance when managing the logistics of setting the financial plan of the enterprise in the field of logistics for the particular period, implementation of necessary changes and adjustments resulting from the current and changing customers´ requirements. Students will improve their theoretical knowledge from the issues focusing on the business economics and finance. They will focus on the integrated logistics and financial services of the third-party logistics (3PL). Students will become familiar with the controlling in logistics, the controlling approaches in terms of the enterprise and their practical use as well.
Learning outcomes
The aim of the course is to acquaint the students with the principles and use of modern management approaches in the field of finance when managing the logistics of setting the financial plan of the enterprise in the field of logistics for the particular period, implementation of necessary changes and adjustments resulting from the current and changing customers´ requirements. Students will improve their theoretical knowledge from the issues focusing on the business economics and finance. They will focus on the integrated logistics and financial services of the third-party logistics (3PL). Students will become familiar with the controlling in logistics, the controlling approaches in terms of the enterprise and their practical use as well.
Syllabus
  • 1. Economic parameters of the enterprise and logistics (cost and profit).
  • 2. Basic indicators of financial analysis and financial plan in logistics (profit and loss statement forecasting, balance sheet forecasting and cash-flow statement forecasting).
  • 3. Financial aspects of enterprise start-ups. Mergers and financial aspects of mergers. Enterprise valuation (approaches, methods, procedure of the valuation).
  • 4. Enterprise logistics system (structure, goals). Financial decision-making and planning. Planning the transport enterprise logistics performance.
  • 5. Theoretical definition of controlling (basic terms, development, division, assumptions of functioning, subject, competencies). Marketing and personal controlling.
  • 6. Controlling tools. Financial controlling (tasks, indicators, methods).
  • 7. Controlling system. Building the controlling system. Factors of success and failure of the controlling implementation.
  • 8. Managed processes controlling - cost-benefit controlling in logistics.
  • 9. Integration of financial management system and logistics information system.
  • 10. Tasks of financial management of enterprise (enterprise transformation process, time factor, risk factor).
  • 11. Financial accounting and management accounting. Models of budget budget constraint.
  • 12. Risk management in the logistics chains.
  • 13. Logistics and financial services of third-party logistics - 3PL (logistics services providers, collaborative models of 3PL, concept of 3PL).
Literature
    required literature
  • HUGOS, Michael H. Essentials of Supply Chain Management. Third Edition. Wiley, 2011, 348 pp. ISBN 978-0-470-94218-5. info
  • LAMBERT, Douglas M., James R. STOCK and Lisa M. ELLRAM. Fundamentals of Logistics. International edition editio. McGraw-Hill Publishing Co., 1998, 626 pp. ISBN 978-0-07-115752-0. info
    recommended literature
  • Suzuki, Hiroaki, Cervero, Robert, and Iuchi, Kanako. Transforming Cities with Transit : Transit and Land-Use Integration for Sustainable Urban Development. Herndon, VA, USA: World Bank Publications, 2013. ProQuest ebrary. Web. 13 May 2015.
  • CHATTERJEE, R. Practical Methods of Financial Engineering and Risk Management: Tools for Modern Financial Professionals. 1st. Apress, 2014, 388 pp. ISBN 978-1-4302-6133-9. info
  • TANIGUCHI, E. et al. Urban Transportation and Logistics: Health, Safety, and Security Concerns. 1st. CRC Press, 2013, 280 pp. ISBN 978-1-4822-0909-9. info
  • LAMBERT, Douglas M. Supply Chain Management: Processes, Partnerships, Performance. 2nd edition. Supply Chain Management Institute, 2005, 344 pp. ISBN 978-0-9759949-1-7. info
  • SOUTHERN, R. Neil. Transportation and Logistics Basics. ilustrované vydání. Northwestern University: Continental Traffic Publishing Company, 1997, 375 pp. A Handbook for Transportation and Logistics Professionals and Students. ISBN 978-0-9655014-0-8. info
Forms of Teaching
Lecture
Tutorial
Consultation
Teaching Methods
Frontal Teaching
Group Teaching - Cooperation
Project Teaching
Brainstorming
Critical Thinking
Individual Work– Individual or Individualized Activity
Teaching Supported by Multimedia Technologies
E-learning
Student Workload
ActivitiesNumber of Hours of Study Workload
Daily StudyCombined Study
Preparation for presentation of the semester project5265
Preparation for Lectures2626
Preparation for the Final Test2626
Attendance on Lectures26 
Attendance on Seminars/Exercises/Tutorial/Excursion2639
Total:156156
Assessment Methods and Assesment Rate
Exam – written 70 %
Presentation 10 %
Project – semestral 20 %
Exam conditions
Grading of the course: Delivery and presentation of the semester work + Comprehensive assessment of the students activities: maximum 30% (0-30 points), Final Test: maximum 70% (0-70 points). Successful graduates of the course have to get totally at least 70 points: A 100 – 90, B 89,99 – 84, C 83,99 – 77, D 76,99 – 73, E 72,99 – 70, FX 69,99 – 30, F 29,99 - 0.
Language of instruction
English
The course is also listed under the following terms summer 2017, summer 2019.
  • Enrolment Statistics (recent)
  • Permalink: https://is.vstecb.cz/course/vste/summer2020/SA_N_NFP