Finance 101: Introduction to Financial Management and Corporate Finance

Goals of Financial Management

  • Primary goal: wealth maximization

  • Key activities: daily operations (credit management, inventory management) and long-term risk management

Relationship between Accounting and Finance

  • Accounting provides data via income statements, balance sheets, and the statement of cash flows

  • Finance uses these statements to allocate resources for the long-run return

  • Finance decisions among future investment options; after selection, the accounting function records the results

Investments vs. Corporate Finance

  • Finance is divided into two subfields: investments and corporate finance

  • Distinction often by who practices them: individuals (investments) vs corporations (corporate finance)

  • Real-world context examples reference large firms and how funds are allocated over time

Life Decisions and Financial Literacy

  • Throughout life, you will face numerous financial decisions

  • Mentors can help; this text is a starting point for financial literacy

Activities of Financial Management

  • A corporation is formed through articles of incorporation, which specify the rights and limitations of the entity

Corporate Ownership and Structure

  • A corporation is owned by shareholders with limited liability; liability exposure generally no greater than the initial investment

  • A corporation has continual life and is not dependent on any one shareholder for its existence

  • Easy visibility of ownership by issuing shares of stock

  • Example: Microsoft with 7.4×1097.4\times 10^{9} shares outstanding; institutional ownership 73%73\%

  • Institutional investors include pension funds, mutual funds, banks, insurance companies, and hedge funds

Governance

  • The shareholders' interests are ultimately managed by the corporation's board of directors