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Global Financial Data Project Executive Director: Jose M. Plehn-Dujowich, Ph.D. http://accounting.haas.berkeley.edu/cfrm/global-financial-data.html

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GLOBAL FINANCIAL DATA PROJECT

Perform Real Business Research to Solve a Real Business Problem ü Become prepared for a career or graduate program in

finance (e.g., MFE), accounting (e.g., Master’s), business (e.g.,

MBA, PhD), or economics (e.g., MA, PhD);

ü Suitable for students majoring in business, finance, accounting,

economics, math, statistics, or computer science;

ü Learn how to make presentations and write reports in a

professional manner suitable in research and business settings;

ü Learn how to collect data using software and algorithms; and

analyze the data to make meaningful inferences;

ü Learn how to successfully perform independent research.

Project Overview The project aims to estimate the financial health of private companies

around the world. Private companies do not report financial statements to

outsiders - only public companies do. A public company is one that sells

shares to the general public through a regulated financial exchange, such

as NYSE or NASDAQ; in doing so, regulatory filings are submitted to

outsiders for their review that include financial statements. It is estimated

that there are 200 million companies globally, but little is known about most

of them from a financial standpoint since the vast majority are private.

Deadlines & Dates Admissions on a rolling basis

October 7 Application Deadline

October 14 Registration Deadline & Start Date

January 13 End Date

100% Online Program: Research takes 5 - 10 hours per week. Research is performed online using special software under the direct supervision of the Executive Director.

What You Earn ü Certificate of completion

May be referenced in job & university applications.

ü Letter of recommendation Written personally by the Executive Director.


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Consider China. There are about 40 million companies in China, while only

3,000 are public. Therefore, tracking the financial performance of private

companies is crucial to understand the Chinese economy.

The Research Approach Companies to Investigate

Because it is impractical to identify the performance of each company

globally, a statistical procedure was designed to track their financial

performance based on a sampling methodology that leverages machine

learning algorithms and natural language processing. Specifically, the

project shall precisely assess the financial health of a sample of

approximately 10,000 private companies, and then use that knowledge to

estimate the financial health of all remaining 200 million businesses. The

Research Team’s main function is to collect and evaluate financial

indicators and fundamental firmographics for the 10,000 companies.

Research Methods

• Read news articles and government filings to infer the financial health,

employment, and revenue of companies;

• Use cutting-edge software tools to track private & public companies;

• Read corporate websites and official government agency registries to

verify the legal identities of companies;

• Audit the work performed by other members of the Research Team so

as to ensure accuracy in the data being collected and estimated;

• Focus on companies in a particular city or region in your native country,

leveraging your personal knowledge of the area;

• Present your findings to the Research Team for evaluation;

• Run machine learning and natural language processing algorithms to

analyze the extracted data, train the algorithms, and then apply the

algorithms to approximately 200 million companies.

APPLY NOW https://globalfinancialhaas.wufoo.com/forms/global-financial-data-project-fall-2016/

To Apply

Registration Fee $2,413 (paid by student) Fee provides access to: ü Proprietary data used by

hedge funds.

ü Web scrapers & servers to collect the data.

ü Software to analyze the

data & collaborate.

Requirements ü You can be any year

college student or recent graduate.

ü International background is preferred: leverage your knowledge to investigate companies from your country or region.

ü No prior knowledge of

finance or accounting is assumed. You will be taught what you need to know.

ü You can be inside or outside

the U.S. (e.g., in China).


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About the Executive Director Jose M. Plehn-Dujowich, Ph.D.

Jose is an Accounting Professor at the Haas School of Business, University of California at Berkeley, and the Executive Director of the Center for Financial Reporting & Management (CFRM), which is the leading center at Haas integrating accounting research, regulatory issues, and the accounting profession. Jose is also the Founder & Program Director of the Berkeley Charter of Professional Accountancy (BCPA), a new academic program housed at Haas and operated by CFRM that is designed to facilitate accounting education at Berkeley. Finally, Jose is a Faculty Member of the Sutardja Center for Entrepreneurship & Technology (SCET) at the Berkeley College of Engineering; and Accounting Professor in SCET’s Engineering Leadership Professional Program (ELPP).

Jose is the recipient of the 2015 Notable Contribution to the Accounting Literature Award, which is granted annually by the American Accounting Association (AAA) and the American Institute of CPAs (AICPA). The award was granted for his research into cost structure and demand uncertainty. Jose has published widely in leading accounting, economics, and management journals, including The Accounting Review, International Journal of Industrial Organization, Review of Economic Dynamics, Journal of Economic Dynamics and Control, and Economics Letters.

Jose earned a Ph.D. in Economics from the University of Chicago and B.S. degrees in Economics and Management Science from the Massachusetts Institute of Technology (MIT).

About the Haas School of Business University of California at Berkeley

Berkeley is ranked No. 3 in the U.S. News & World Report best global universities rankings. Berkeley faculty have won 22 Nobel Prizes, and Berkeley alumni have won 29 Nobel Prizes. The Haas School of Business is the second oldest business school in the U.S. The undergraduate program at Haas is ranked No. 2 in the U.S. News & World Report ranking of the country’s best undergraduate business programs, tied with MIT. The full-time MBA program at Haas is ranked No. 5 in the U.S. and ranked No. 6 in the world by The Economist “Which MBA?” ranking released in October 15, 2015; Haas is up one place from last year in the global ranking, and the U.S. ranking remains the same. The evening / weekend MBA program at Haas is ranked No. 1 in the U.S. News & World Report ranking of the country’s best part-time programs (third year in a row).

Questions? You may contact directly the Executive Director Jose M. Plehn-Dujowich via email at [email protected] or WeChat ID jplehn.

Prof. Jose M. Plehn-Dujowich

Examples of Students Alex B. UC Berkeley Environmental Economics & Policy Wyatt E. Kenyon College Liberal Arts Sheng T. UC Berkeley Computer Science Renjie P. Fudan University Mathematics Xu F. Zhejiang University Finance

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