Budgeting and financial management Books

Book SynopsisCorporate giving currently accounts for nearly 10 percent of allcharitable donations nationwide, and most experts agree that theflow of corporate resources earmarked for nonprofit programs is onthe rise. Yet, many fund raisers are held back from tapping thisgold mine by the fear they don t know how to play the systemcorrectly. When it comes to soliciting corporate funds, even oldhands at private fund raising find themselves stymied by the lackof clear-cut answers to such critical questions as: How do I findout which companies give and how do I obtain information aboutthem? Who are the funding decision makers, and how do I appeal tothem and cultivate relationships with them? What hidden stringsand pitfalls should I be aware of when soliciting corporatefunds? Successful Corporate Fund Raising provides in-depth answers tothese and all your questions about finding and winning corporatefunds. The distillation of Scott Sheldon s more than two decades ofexperience as a corporate fundTable of ContentsTHE BACKGROUND. Introduction to Corporate Giving. The Philosophy of Corporate Giving. TYPES OF SUPPORT. Direct Cash Support. In-Kind Support. Corporate Volunteerism. THE PROCESS. Researching Corporate Giving Programs. Cultivation. Solicitation. Evaluation. Recognition and Stewardship. THE PEOPLE. The Decision Makers. THE STRATEGY. Creating and Implementing an Effective and Sustainable CorporateFund-Raising Strategy. Matching Gifts: A Case Study. Issues, Trends, and Technology. Appendices. Resource Bibliography. Index.

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Book SynopsisYour guardian angel has arrived Capital is the single most important factor to getting your venture off the ground, but finding it can be a challenge, particularly if you''re running out of funding options. Suppose your venture is too small for institutional players. What do you do once you''ve exhausted your personal financial resources? Where do you go after banks, the leasing companies, the venture capital firms, have turned you down? What you need is an angel--a private investor with high net worth. Angel Financing--the only book of its kind--provides you with a road map to this valuable, little known, source of capital financing. Explains the structure of the direct private capital market Covers everything from the valuation process to writing an investor-oriented business plan Table of ContentsTHE CHALLENGE AND THE SOLUTION. The Challenge. The Private Placement Investment. A Strategy That Works. THE ANGEL INVESTOR. Alternative Sources of Capital. What Do Private Investors Look For in a Deal? Types of Private Investors. The Newest Breed of Angel: The Manager-Investor. RESOURCES: FINDING ANGEL INVESTORS. Alternative Funding Resources in Accessing Angel Capital. Building Your Own Database of Angel Investors. The Role of the Placement Agent in Raising Capital: A Marketing Partner for Your Deal. THE INVESTOR PERSPECTIVE. The Venture Process. The Valuation Process in Private Transactions. Due Diligence. On-line Options: Entrepreneurs, Investors, and Web-Sites. Conclusion. Appendices.

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Book SynopsisThe authoritative, practical guide to internal control after COSO (Committee on Sponsoring Organizations of the Treadway Commission) Beyond COSO unravels the complexities of the COSO Report while providing clear-cut guidelines on how to implement the various internal controls it mandates.Table of ContentsOverview. Internal Control Conceptual Perspective. Historical Context. Business Ethics and Values. The COSO Framework. Beyond COSO: Other Frameworks. Internal Control: A Management Approach. Internal Control Oversight Process. Internal Control Oversight Issues. Internal Control Reporting. Appendices. Index.

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Book SynopsisStep-by-step guidance, insider tips, and all the tools you need tocreate budgets and financial plans that win grants Grants are a major source of funding in the nonprofit sector, andnonprofits invest considerable time, effort, and resources intoobtaining them. A key aspect of any successful grant applicationinitiative is budgeting and financial planning. A well-craftedbudget, clearly delineating when, where, and how grant moneys willbe applied, goes a long way toward selling a grantor on anapplicant''s vision. Unfortunately, many nonprofit professionalslack the know-how required to create budgets that instill grantorswith confidence. This book fills that much-needed gap. AuthorsJames Aaron Quick and Cheryl Carter New walk you through the entirebudgeting process, providing invaluable insider tips, guidelines,and rules of thumb. More importantly, they provide you withindispensable guidance including a complete, step-by-step budgetingsystem, with each step fully documented and acTrade Review"Many concepts are very valuable and useful." (CharityChannel.com, September 2003)Table of ContentsWhat Is a Budget: And Where Does One Come From? DEVELOPING YOUR PROJECT. What Is a Project: And Where Does One Come From? What Is a Problem: And How Does a Project Come from One? Project Development. DEVELOPING YOUR BUDGETS. Fundamentals of Project Budgets: Concepts and Terms. Direct Costs: Definitions and Explanations. Personnel Costs: Compute and Capture. Travel Costs: Compute and Capture. Other Direct Costs and Prices. REPORTING YOUR BUDGETS. Putting It All Together: Developing a Finished Budget. The Budget Narrative. Index. About the CD-ROM.

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Book SynopsisPraise for J.K. Lasser Pro Expert Financial Planning "A gem of a personal financial planning guide. Dr. Arffa has prepared many of the chapters himself and his highly readable and accessible overviews are presented with grace and clarity. Included also are discussions by industry professionals and leading investment thinkers.Table of ContentsAbout the Contributors. Preface. TAKING CONTROL. Developing a Financial Plan (J. Meredith & R. Arffa). Achieving Financial Security (S. Arffa & R. Arffa). INVESTING-- GENERAL. Investment Vehicles: Description and Historic Performance (R. Arffa). Earning Interest on Cash (J. Mueller). STOCK SELECTION. Fundamental Stock Analysis (R. Arffa). Growth Investing (R. Driehaus). Value Investing: A Philosophy for Life (D. Winters). Other Stock Selection Strategies (R. Arffa). The Efficient Markets Hypothesis (J. Clarke, et al.). MUTUAL FUNDS. Stock Mutual Funds (R. Arffa). Index Funds and Managed Funds: Echoes of Archilochus (J. Bogle). Evaluating Mutual Fund Performance (E. Fama & W. Wellington). When to Sell Your Fund (R. Arffa). Guidance Gleaned from the Gurus (P. Tanous). International Investing (R. Arffa). Hedge Funds (L. Hennessee & C. Gradante). OTHER INVESTMENTS. Private Investment Management (L. Blonkvist). The Impact of Taxes and Other Costs on Total Returns (L. Swedroe). Debt in the U.S. Capital Markets (G. Guild). Real Estate Investment Trusts (R. Deckey). Venture Capital (D. Hillman). Asset Allocation (G. Curtis). FINANCIAL PLANNING. Retirement Planning (G. Weinstein & B. Newman). Estate Planning (H. Apolinsky). Insurance (P. Katt). Glossary. Index.

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Book SynopsisAn important roadmap for fundraising in today's multicultural communities Raising money in today's diverse communities is a growing challenge for fundraisers and philanthropists, requiring thoughtful strategies, successful collaborations, and a respectful understanding of people's differences.Table of ContentsPREFACE. INTRODUCTION. Diversity. 2000 Census. CHAPTER 1. African Americans. Introduction. African History. African-American Cultural Giving Patterns. Current State of African-American Philanthropy. African Americans Today. CHAPTER 2. Asian Americans. Introduction. Overview. Chinese-American History. Filipino-American History. Japanese-American History. Korean-American History. South Asian-American History. Cutural Giving Patterns. Traditions of Giving and Sharing Among Chinese Americans. Traditions of Giving and Sharing Among Filipino Americans. Traditions of Giving and Sharing Among Japanese Americans. Traditions of Giving and Sharing Among Korean Americans. Traditions of Giving and Sharing Among South Asians. Pacific Islanders. Asian-American Growth Patterns. CHAPTER 3. Hispanic/Latino Americans. Cuban-American History. Dominican-American History. Salvadoran-American History. Mexican-American History. History of Puerto Ricans in the United States. Traditions of Giving and Sharing Among Hispanics/Latinos. Guatemalans and Salvadorans. Hispanic/Latino Demographics. CHAPTER 4. Native Americans. History of Native Americans in the United States. Traditions of Giving and Sharing Among Native Americans. Native American Demographics. CHAPTER 5. Diverse Fundraising and Philanthropy Today. African-American Philanthropy. Recent Research on Asian-American Giving Patterns. Hispanics/Latinos and Fundraising. Native Americans and Fundraising. CHAPTER 6. Challenges and Opportunities of Diversity inPhilanthropy Today. Recognition. Examples of Fundraising in Diverse Communities. Corporate Grant-Making to Racial Ethnic Communities. Remittances. CHAPTER 7. Interviews: Influences on Giving. Summary of Interviews. Interview Questions. Family Giving Patterns. Cultural Giving Patterns. Personal Giving Patterns. CHAPTER 8. Case Studies. The Elephant in Our Turn's Living Room (by Michael L.Edell). A Capital Campaign for a Roman Catholic Chinese School (byAnonymous). Sisters of African Descent (by Samuel N. Gough, Jr.). Insider-Outsider: Major Gift Fundraising Among Some FirstNations People (by Prudence S. Precourt, Ph.D., CFRE). Involving Cuban Americans in South Florida Charities (by RolandoD. Rodriguez, CFRE). Successful Fundraising for India's 5-H Program (edited by JaniceGow Pettey, CFRE). APPENDIX A: Population by Race and Hispanic Origin, for theUnited States, Regions, Divisions, and States, and for Puerto Rico,2000. APPENDIX B: Population by Race and Hispanic Origin, for All Agesand for 18 Years and Over, 2000. APPENDIX C: Population by Race, Including Combinations of TwoRaces, 2000. APPENDIX D: Population by Race with Comparisons, 2000. APPENDIX E: Difference in Population by Race and HispanicOrigin, 1990 to 2000. APPENDIX F: States Ranked by Population, 2000. APPENDIX G: States Ranked by Percent Population Change, 1990 to2000. APPENDIX H: Anthropology and the Concept of Race (by Norman C.Sullivan). NOTES. GLOSSARY OF RACIAL/ETHNIC TERMS. BIBLIOGRAPHY. INDEX.

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Book SynopsisThe first financial risk management book that combines a detailed, big picture discussion of firm-wide risk management with a comprehensive discussion of derivatives-based hedging strategies and tactics. It focuses on educating readers on how to integrate risk management with corporate business strategy, not just on hedging practices.Table of ContentsIntroduction. RISK MANAGEMENT AND CORPORATE FINANCE. The Nature of Risk. Risk Aversion, Insurance, and Hedging. The Irrelevance of Corporate Financing and Risk Management Decisions. Increasing Expected Cash Flows or Reducing the Cost of Capital by Managing Risk. Reducing Conflicts between Security Holders and Managers by Managing Risk. Reducing Conflicts amongst Security Holders by Managing Risk. Controlling and Exploiting Informational Asymmetries by Managing Risk. Value versus Cash Flow versus Earnings Risk Management. Total versus Selective Risk Management. RISK MANAGEMENT AND BUSINESS STRATEGY. Risk Culture and Risk Management Business Models. Integrating People, Technology, and Processes through Enterprise-Wide Risk Management. Identifying Market Risk Exposures and Defining Risk Tolerances. Spot, Forward, and Forward-Like Exposures. Identifying Option, Option-Like, and Real Option Exposures. Measuring and Monitoring Market Risk. Identifying, Measuring, and Monitoring Credit Risk. Identifying, Measuring, and Monitoring Liquidity Risk. Identifying, Measuring, and Monitoring Operational Risk. Identifying and Managing Legal Risk. THE TACTICS OF RISK CONTROL. Ex Ante Capital Allocation. Ex Post Performance Measurement and Compensation. Internal Controls. Tactical Risk Control with Derivatives. Tactical Risk Control through Actual and Synthetic Asset Divestitures. Strategic Risk Control with Structured Liabilities. Insurance and ART. Notes. Bibliography. Index.

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Book SynopsisPublished in association with the Global Association of Risk Professionals As e-commerce and globalization continue to expand, so does the level of operational risk, increasing the need for guidance on how to measure and manage it. This is the definitive guide to managing operational risk in financial institutions.Table of ContentsIntroduction. Operational Risk Management 101: An Executive Summary. The Best Practice Strategies. What is Operational Risk? The Real Opportunity: Creating More Effective Companies. Operational Risk and Market Perception: Franchise, Reputation, and Brand Risk. The Enterprise-Wide Framework: Corporate Governance, Mandate, and Roles. The Operational Risk Management Group. Risk Response Framework and Strategies. Risk Assessment Strategies. Database and Consortia: Working Through the Details. Risk Indicators and Scorecards: Cornerstones for Operational Risk Monitoring. Operational Risk Analysis and Measurement: Practical Building Blocks. Dynamic Risk Profiling and Monitoring. Insurance and Operational Risks: Aligning Conventional Programs. Operational Risk Finance: The Re-Engineering Process. Economic Risk Capital Modeling: Allocation and Attribution. Regulatory Capital and Supervision. An Operational Risk Management Case Study: Managing Internet Banking Risk. Operational Risk Technology and Systems. The Game Plan and Action Steps. Additional Readings. Operational Risk Management: Bibliography of Sources. Endnotes. Index.

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Book SynopsisThis book teaches an entrepreneur seeking to grow a business. * how to find venture capital, how to make the business attractive to venture capitalists, how to protect himself in negotiating an agreement, and how to deal with the venture capitalists once the agreement is signed. .Table of ContentsPreface: Venture Capital: Make No Mystique About It. What Is Venture Capital? Where Is the Industry Going? Your Search for Venture Capital. Presenting a Business Plan to Investors. What Do Venture Capitalists Think of the Business Plans TheyReceive? The Capital Crapshoot. Earthbound Angels. Venture Capital Decision Making. No, It's Not Location, Location, Location, But It IsManagement. Finding Investors Where They Work and Play. Getting to the Big Show: Venture Capital Conferences. Do Referrals Open Doors? Intermediaries and Other Wild Things. So Many Venture Capitalists, So Little Time. Confidentialty: Prudence or Paranoia? The First Date: Meeting with Venture Capitalists. Valuing Your Company: A Small Dose of Reality. Due Diligence: A Two-Way Street. Give a Little, Get a Lot: Negotiating. Closing the Deal and Living Happily Ever After. Putting It All Together. Final Thoughts: You Can Get There from Here. Words of Encouragement and Advice. Index.

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Book SynopsisPraise for Competing for Capital An indispensable guide for investor relations and communication counselors alike. With more individual investors in the market than ever before, this book makes navigating the new regulatory playing field much more possible--and makes clear the path to victory. --Michael W. Robinson Director, Levick Strategic Communications; Former Director of Public Affairs and Policy, U.S. Securities and Exchange Commission (SEC); Director of Media Relations, NASD More than simply writing a textbook on IR, Bruce Marcus shares his wealth of experience and critical viewpoint with those seeking to understand a fast-changing profession. --June Filingeri President of Comm-Partners LLC, Investor Relations Consultant, and Educator Bruce Marcus puts some solid ground under the shifting landscape of being an investor relations professional. A must-read primer for public companies. --Robert C. Roeper ManTable of ContentsAcknowledgments ix Preface xiii CHAPTER 1 Strategic Factors in a New Environment 1 The Coming of Sarbanes-Oxley and the Brave New World CHAPTER 2 The New Investor—and What Influences the Investment Decision 9 This Ain't Your Father's House No More CHAPTER 3 Regulation 27 Rules Of Disclosure—The SEC and Sarbanes-Oxley CHAPTER 4 The Street 65 A Funny Thing Happened on the Way to Unbridled Wealth . . . CHAPTER 5 Talking to the Financial Community and the Shareholder 89 Let Me Tell You About Our Company . . . CHAPTER 6 Analysis and Analysts 123 What Do Analysts Really Want (Besides a Crystal Ball)? CHAPTER 7 Dealing with the Business and Financial Media 165 On and Off the Record to Get It Right CHAPTER 8 The Future of Investor Relations 205 If We Don't Know Where We're Going, How Do We Know How to Get There? Index 209 About the Author 217

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Book SynopsisControl the number one cause of financial loss currency fluctuation With cross-border commerce now the global norm, companies must now face the greatest threat to their financial stability: financial losses due to currency fluctuations. Written by an international business and banking expert, Managing Currency Risk is an authoritative, accessible look at the variety of methods used to minimize currency risk. Written for the financial market novice, the book explains the nature and uses of a variety of financial instruments without complicated mathematical equations. Discussed in detail are all forms of currency derivatives, such as forward foreign exchange, OTC currency options, currency swaps, currency futures, and options which are illustrated with international examples and case studies. A practical guide on every aspect of currency risk, Managing Currency Risk also serves as a guide to navigating your firm through turbulent economic times.Table of ContentsCurrency Risk, Currency Derivatives and the Management Function. Currency Risk Management Issues and Strategies. Currency Spot and Forwards. Currency Futures Contracts. Currency Swaps. Currency Options. Strategies with Currency Derivatives. Managing Specific Currency Risks. Index.

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Book SynopsisWorldwide banks are keen to find ways of effectively measuring and managing operational risk , yet many find themselves poorly equipped to do this. Operational risk includes concerns about such issues as transaction processing errors, liability situations, and back-office failure. Measuring and Modelling Operational Risk focuses on the measuring and modelling techniques banks and investment companies need to quantify operational risk and provides practical, sensible solutions for doing so. * Author is one of the leading experts in the field of operational risk. * Interest in the field is growing rapidly and this is the only book that focuses on the quantitative measuring and modelling of operational risk. * Includes case vignettes and real-world examples based on the author''s extensive experience.Table of ContentsIntroduction PART I: DATABASE MODELING Database Modeling PART II: STOCHASTIC MODELING Severity Distributions Extreme Value Theory Frequency Distributions The Operational Risk VaR Stochastic Processes in Operational Risk PART III: CAUSAL MODELS Causal Models : Applying Econometrics and Time Series Statistics to Operational Risk Non-Linear Models in Operational Risk Bayesian Techniques in Operational Risk PART IV: OPERATIONAL RISK MANAGEMENT Operational Risk Reporting, Control and Management - Stress Tests and Scenario Analysis in Operational Risk PART V: HEDGING OPERATIONAL RISK Operational Risk Derivatives Developing an OR Hedging Program PART VI: OPERATIONAL RISK REGULATORY CAPITAL Operational Risk Regulatory Capital PART VII: MEASURING "OTHER RISKS" - FOREGONE REVENUE MEASUREMENT MODELS An Enterprise-Wide Model for Measuring Reputational Risk - Measuring Concentration (or Key Personnel) Risk - Using Real Options in Modeling and Measuring Operational and 'Other' Risks APPENDIX - Valuing Networks - Understanding the basics of e-ventures valuation

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Book SynopsisReveals the tools, tactics and strategies that financial industry executives can use to realign and revitalize their retail banking organizations. The primary focus is on the needs and expectations of customers. Explores not only breakthrough technologies but innovative uses of conventional technology and refreshed or enhanced systems to add value to any retail banking operation. Contains practical advice, suggestions, and insights offered by scores of bankers. Topics include information and integration; teller system and service imperatives; platform automation; electronic banking; innovative products and packages; marketing information systems; sales and staff performance; branch bank merchandising and more.Table of ContentsRelationship Banking for the 21st Century. Information and Integration. Teller System and Service Imperatives. The Promise of Platform Automation. Electronic Banking. Innovative Imaged Products and Services. Marketing Systems and Strategies. Sales and Staff Performance. Branch Bank Merchandising. Breaking Banking Barriers. Productivity and Profitability. Indexes.

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Book SynopsisThis essential addition to the acclaimed Portable MBA Series contains an important group of concepts and skills in order to understand the business environment along with a framework for making business decisions.Table of ContentsBusiness and Economics. MACROECONOMICS. Measuring Economic Activity. The Business Cycle. Producing Goods and Services. Inflation and Unemployment. Economic Lubricants. A Borderless World. MICROECONOMICS. Understanding the Market Process. Consumer Respnse. Producer Response. Putting It All Together. Appendix. Glossary. Notes. Index.

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Book SynopsisThe Eighth Edition of the standard engineering economy text and reference explains the principles and techniques needed for making decisions about the acquisition and retirement of capital goods by industry and government, as well as alternative types of financing and other applications. Arranged in four parts: basic concepts, principles, and mathematics; procedures and methods for evaluating alternatives; techniques for handling special situations; and special applications. Introduces the use of computers and spreadsheets in evaluating engineering alternatives. Includes up-to-date coverage of federal tax legislation, extensive discussions and problems dealing with personal finance, and material on handling multiple alternatives by rate of return and benefit/cost ratio methods. Contains numerous examples and 476 problems, many entirely new. Accompanied by a complete solutions manual for the instructor.Table of ContentsPartial table of contents: SOME BASIC CONCEPTS IN ENGINEERING ECONOMY. JUDGING THE ATTRACTIVENESS OF PROPOSED INVESTMENTS. Equivalent Uniform Annual Cash Flow. Measures Involving Costs, Benefits and Effectiveness. Estimating Income Tax Consequences of Certain Decisions. TECHNIQUES FOR EVALUATING ALTERNATIVES. Financing Effects on Economy Studies. Capital Budgeting and the Choice of a Minimum Attractive Rate ofReturn. Prospective Inflation and Sensitivity Analysis. SPECIAL APPLICATIONS OF ENGINEERING ECONOMY. Aspects of Economy Studies for Governmental Activities. Aspects of Economy Studies for Regulated Businesses. Index.

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Book SynopsisIn Making Innovation Pay, 10 proven IP practitioners offer perspective for understanding what is necessary to turn business rights into financial assets.Trade Review"The authors are telling us that IP Management is going through an evolution...this book provides a firm grounding in the issues...I strongly recommend it to NPD practitioners, consultants and senior managers." (The Journal of Product Innovation, September 2007) "I strongly recommend it to NPD practitioners, consultants, and senior managers." (Journal of Product Innovation Management; 9/07) "Informative and insightful. This edited compendium contains eleven chapters featuring easy-to-read contributions…. The book is laid out well, and it is a breezy read. Although the target audience is senior executives and managers in the world of business, the book is a very good collection for anyone interested in intellectual property… Worth the time, money and effort." —Professor Jay Kesan, J.D., Ph.D., U. of Illinois (Voiceless.com, October 4, 2006) "Timely and insightful essays from ten leading practitioners – eleven if you count Berman himself. The book addresses serious topics, like fiduciary duties and risk management, with far more credibility thatn any one author or practitioner could." (les Nouvelles, September 2006) "MIP is a must for senior management and a great resource for the IP practitioner. Thanks again, Bruce Berman, for putting IP management into a business perspective and maiking it more comprehensible to senior execuitves, professionals and managers alike." (les Nouvelles, September 2006) "As a 37 year patent practitioner, I found the first 50 pages of this book to be an eye-opener. It not only is worth the cost of the book, but in my view is worth the entire cost of the seminar for which it was offered as a preliminary read." —Dave Stallard, Wood, Herron & Evans, L.L.P. "In his new book, Making Innovation Pay, Berman writes that patent owners have the same rights as property owners to protect and prosper from their assets, and he taps some of the most recognized IP gurus in the game to show companies how best to accomplish that." (Corporate Dealmaker, Mar-Apr 2006)Table of ContentsAcknowledgments. Foreword by Kevin Rivette, author of Rembrandts in the Attic. Introduction. Chapter 1. Roadblocks and Building Blocks (B. Berman). Worthy Opponents. Distinguishing Patent Trolls from Independent Asserters. High-Stakes Poker. A Double Standard for IP Assets. Tolls,Trolls, and U-Turns. Chapter 2. Turning a Patent Portfolio Into a Profit Center (M. Phelps). Prof ile: Hail to the Chief IP Of f icer. ThinkPad®: The Licensing Story. A Virtuous Circle. Four Keys to an Ef fective Licensing Program. Innovative Uses for Innovation Rights. Chapter 3. Seeing Through the Illusion of Exclusion (D. McCurdy). Profile: Purveyor of Quality. IP on the Radar Screen. Gaining Competitive Advantage. IBM Leads the Way. Timing the License. Knowing WhatYou Have. Masterpieces Hang in Museums, Not in Attics. Emerging Models. Chapter 4. On Patent Trolls and Other Myths (A. Poltorak). Prof ile: Knight in Shining Armor. A Patent Is a Negative Right. Myth #1: “A patent is needed to practice the invention.” Myth #2: “It is not ‘nice’ to sue for patent infringement.” Myth #3: “The value of a patent is the same as the value of the patented technology.” Myth #4: “The patent system is fair.” Do Patent Trolls Really Exist? Myth #5: “A patent is a tax on innovation.” Chapter 5. Roadblocks, Toll Roads and Bridges: Using a Patent Portfolio Wisely (P. Detkin). Prof ile: From Trolls to Tolls. Shareholders Expect a Return on IP. Not All Patents Are Created Equal. Deploying Unrelated or Orphan Patents. Who Are the Buyers? A Seller’s Paradox. Chapter 6. Risky Business: Overlooking Patents as Financial Assets (J. Malackowski). Prof ile:Wunderkind. Director and Off icer Accountability. Patent Enforcement Litigation. Sarbanes-Oxley–Related Compliance. Shareholder Litigation. IP-Driven Shareholder Value. Performance Measurement. Director and Off icer Responsibility. Looking Ahead. Chapter 7. Who Benefits from Patent Enforcement? (R. Niro). Prof ile: Little Guys Like Him. A Patent Is Worthless Without a Remedy. When Inventors Fail, Innovation Suf fers. Inventors Must Consider Patent Enforcement. Patent Trolls and Harassment. The Role of Contingent-Fee Representation. Large Patentees Are Fighting Back. Breaking from the Pack. Dispelling the Troll Myth. The Danger of Not Enforcing. Leveling the Field. Chapter 8. Global IP in Crisis: Recognizing the Threat to Shareholder Value (B. Lehman). Prof ile: All Along the Watchtower. The Leadership Vacuum. The Top U.S. Patentees Are Not U.S. Companies. The Dangers of Uncertainty, Viagra® in China. An Action Plan. Managements Need to Step Up. Chapter 9. It Takes More than Being Right to Win a Patent Dispute (R. Schutz). Prof ile: Serious Competitor. Know Everything That Can Be Known. Juries Love a Good Story. Identifying Strong Patents. Good Guys and Bad Guys. Patent Disputes: Measuring Risk and Reward. Hedging the Risk. Chapter 10. Managing Innovation Assets as Business Assets (J. Beyers). Prof ile: Master Scout. Legal vs. Business-Led IP Perspectives. Elements of a Business-Led IP Model. How Patent Trolls Affect Prof its. The Nature of the Unfair Value That Patent Trolls Can Realize. What Operating Companies Can Do to Protect Themselves. Chapter 11. Secrets of the Trade: An Inventor Shares His Licensing Know-How (R. Katz). Prof ile: An American Original. The Business Model. Agreements and Fee Schedules. Ongoing Research and Notif ication Program. Litigation: Always a Last Resort. Defining Success. Index.

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Book SynopsisThis work brings together various theories and models in operational risk, presenting them in the context of real-life case studies. It seeks to be both a sourcebook of operational risk techniques and a user manual on how to apply them.Table of ContentsPreface. Acknowledgements. INTRODUCTION TO OPERATIONAL RISK. Introduction to Operational Risk. Historical Losses. Regulation. MEASURING OPERATIONAL RISK. A Measurement Framework for Operational Risk. The Delta Methodology. The EVT Methodology. MODELLING OPERATIONAL RISK. Delta-EVT(TM) Models for Operational Risk. Causal Modelling. Causal Models for Operational Risk. MATHEMATICAL FOUNDATIONS. Error Propagation. Extreme Value Theory. Bayesian Methods. APPENDICES. Glossary. Bibliography. Index.

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Book SynopsisIf you are involved with an organisation that has not undertaken a recent review of its cash management with expert advice there is a high probability that your organisation is not maximising its resources. In European Cash Management Marie Dolfe and Anna Koritz draw on their extensive international experience in advising multi-national corporations to give clear practical advice on: * how to formulate an effective cash management strategy * how to increase profitability * how to maximise shareholder value * recent developments and best current practice * how to conduct a cash management study * how to implement efficient procedures and support systemsTrade Review"...it serves as a useful reference guide or as an introduction to newer members of the treasury team." (Corporate Finance)Table of ContentsWhat is cash management and why is it important? Trends in cash management The inflow of funds to the corporation The outflow of funds from the corporation Clearing, payments and receipts Introduction to cash pooling Efficient international bank account management Active liquidity management From vision to contract Successful implementation Index

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Book SynopsisThe business management trend of Value-Based Management (VBM) and the related area of Shareholder Value are attracting interest. This text provides a critical look at the success and failure of VBM; its development, the principles on which it is based, and the techniques that it involves.Table of ContentsIntroduction (G. Arnold & M. Davies). THE STATE OF VBM KNOWLEDGE: THEORY AND EVIDENCE. Tracing the Development of Value-Based Management (G. Arnold). Value-Based Management in Practice: A Critical Review (M. Davies). CHALLENGING SHAREHOLDER WEALTH MAXIMISATION. A Minifesto for Corporate Myopia (C. Carter & S. Conway). Shareholder Wealth or Societal Welfare: A Stakeholder Perspective (S. Cooper). The Dialectics of Corporate Value Measurement (D. Crowther). APPLYING VALUE-BASED MANAGEMENT. The Cost of Capital and Shareholder Value (J. Rutterford). Value-Based Metrics as Divisional Performance Measures (G. Francis & C. Minchington). Behavioural Impediments to Value-Based Management (J. Byrd, et al.). Lessons from Practice: VBM at Lloyds TSB (M. Davies). Making Value-Based Management a Way of Life (L. Kamhi). Shareholder Value in Banking (P. Molyneux). MEASURING VALUE: SOME CRITICAL PERSPECTIVES. A Review of Accounting and VBM Alternatives (J. Forker & R. Powell). Approaches to Value-Based Performance Measurement (J. Drukarczyk & A. Schueler). VBM: A New Insight into the Goodwill Dilemma? (G. Owen). Does Accounting Practice Undermine Value-Based Measurement? (M. Whittington). Index.

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Book SynopsisThis handbook presents simple techniques for the analysis and management of risk and uncertainty. Primarily for those in IT but of relevance to any project-based business, the text assumes no more than a basic knowlege of Lotus 123 or Excel.Table of ContentsProject Risk Assessment. Modelling and Simulation. Cost Risk. Schedule Risk. Business Forecast Risk. Alternative Techniques and Tools. References. Index.

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Book SynopsisAn indispensable source for anyone who needs to implement business decisions on time and within budget. In todaya s ever--fluctuating world, ita s not enough to recognize that you and the way you do business need to change. You must know how to make changes quickly, effectively and economically or you are bound to fail.Table of ContentsTHE SPEED OF CHANGE. Resilience and the Speed of Change. The Beast. THE CHANGE IMPERATIVE. Welcome to Day Twenty-Nine. Future Shock Is Here. LESSONS BURIED IN THE MYSTERY. The Nature of Change. The Process of Change. The Roles of Change. Resistance to Change. Committing to Change. Culture and Change. ONE PLUS ONE IS GREATER THAN TWO. Prerequisites to Synergy. The Synergistic Process. THE NATURE OF RESILIENCE. Unseen Mechanisms. Responding to the Crisis of Change. Enhancing Resilience. OPPORTUNITIES AND RESPONSIBILITIES. The Ethical Ploy. Epilogue. Index.

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Book SynopsisBeyond Value at Risk The New Science of Risk Management A Comprehensive Guide to Value at Risk and Risk Management Risk management and measurement are now, without doubt, the hottest topics in the finance world. Today, quantifying risk management is not only a management tool -- but is also used by regulators for banks and finance houses.Table of ContentsINTRODUCTION TO VAR. The Risk Management Revolution. VaR Basics. DIFFERENT APPROACHES TO MEASURING VAR. The Variance-Covariance Approach. The Historical Simulation Approach. Monte Carlo Simulation and Related Approaches. Stress Testing. RISK MANAGEMENT. Risk-Adjusting Returns and Evaluating Performance. Decision Making. Credit Risk. Liquidity, Operational and Legal Risks. Allocating Capital. Firm-Wide Risk Management. Glossary of Main Terms. Bibliography. Indexes.

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Book SynopsisThis is a guide to financial management written particularly for people either thinking of setting up a small business or actually running one.Table of Contents1. Overview. 2. The Financial Statements. 3. Forecasting and Budgeting. 4. Monitoring Procedures and Control Systems. 5. Costing and Pricing. 6. Bookkeeping. 7. Raising Finance. 8. Summary. 9. Glossary of Terms. 10. Useful Additional Reading.

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Book SynopsisA guide to financial management under adopted and proposed EC initiatives. Topics covered include a survey of EC measures concerning corporate finance, investment patterns and decisions in a single European market, tax laws, tax treaties and tax management, and capital structure decisions.Table of ContentsCorporate finance in a European environment; survey of EC measures concerning corporate finance; from EMS to EMU; investment patterns and decisions in a single European market; European financial institutions and markets; capital structure decisions in a single European market; stockholder relations, investor information and dividend policy; volatilities and exposures in markets for stocks, bonds and foreign exchange; mergers and acquisitions in a single European market; tax laws, tax treaties and tax management.

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Book Synopsisaeo Examines company financial reporting from the non--financial perspective of the generalist. aeo Takes a critical, analytical and discursive approach to company reporting. aeo Includes real life company financial statements and reports.Table of ContentsPreface. 1. Introduction. 2. Regulatory Framework of Company Reporting. 3. Format of Financial Statements. 4. Verification of Financial Statements. 5. Profit and Loss. 6. Balance Sheet. 7. Directors' Report and Operating Financial Review. 8. Cash Flow. 9. Analysis of Financial Statements. 10. Taxation and Foreign Currency in Financial Statements. 11. Group Accounts. 12. Statement of Principles. 13. International Influences on Company Reporting. 14. Conclusion. Index.

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Book SynopsisAnalyzes the changing nature of threats to international investment in the BEM's - Big Emerging Markets - such as China, Brazil, Russia, Pakistan, India, Venezuela, Vietnam, and Philippines. This book examines the strategies developed by investors and lenders to deal with political risk in large oil, mining, and private infrastructure projects.Trade Review"This book analyzes the 'new' political risks throughly and intelligently and fills a large gap in hte literature." Stephen J. Kobrin, Director, Louder Institute, Wharton "A practical guide to assessing, mititgating, and transferring political risks showing how novel deal structures and innovative use of financial markets can take the place of explicit guarantees." Donald Lessard, Sloan School of Management "'Must' reading for anyone involved in international investment as corporate executive, as a government policymaker, or as a student." Geza Feketekuty, Director, Center for Trade and Commercial Diplomacy, Monterey InstituteTable of ContentsIntroduction: . The Growing Role of Foreign Direct Investment in the Developing Countries and the Economies-in-Transition. Win-Win Benefits for Home Countries. Obstacles to Foreign Direct Investemtn. Part I: The Changing Nature of Political Risk: . Overview:. Old and New Sources of Political Risk. The Quantification of Political Risk Assessment. A Persistent Vulnerability to the Obsolescing Bargain. The Inadequacy of Conventional Investor Responses to the "Obsolescing Bargain". Questions and Concerns for the Future. 1. God and Fair Competition: Does the Foreign Direct Investor Face Still Other Risks in Emerging Markets?: Louis T. Wells, Jr. (Harvard University). 2. Trends in Political Risk for Corporate Investors: Sandy Markwick (Control Risks Group). 3. Political Risk: A Realistic View Toward Assessment, Quantification and Mitigation: William T. Irwin (Amoseas Indonesia/ Chevron). Part II: Lessons in the Management of International Political Risk from the Natural Resource and Private Infrastructure Sectors: . Overview:. Project Finance and Political Risk. Project Finance, Political Risk and the "Umbrella" of Multilateral Lending Institutions. The International Finance Corporation (IFC) and the "Umbrella" of Protection. Against Political Risk. Limitations to the Expanded Use of Multilateral Guarantee Programs. Risk/Return Management in Infrastructure Projects in Emerging Markets. Enhanced Credit-Rating from Securitization of Export Receivables and Rights to Future Financial Flows. The Pros and Cons of Choosing Project Finance Over Equity. The Cutting Edge of New "Deal Structures". Questions and Concerns for the Future. 4. Lessons in the Management of Political Risk: Infrastructure Projects: Robert B. Shanks (Morrison & Foerster LLP). 5. Progress in Privatizing Infrastructure in Emerging Markets: Timothy J. Faber (GE Capital). 6. Rating Debt Issues Secured by Offshore Receivables: Patrice M. Jordan (Standard & Poor's). 7. Challenges in the Financing of International Oil Operations: Andrea L. Macdonald (Exxon Exploration Company). 8. New Forms of Protection for International Power Investors: Linda F. Powers (Enron International). Part III: Political Risk Insurance as a Tool to Manage International Political Risk:. Overview: . Complementary Roles for Public and Private Sector Insurers. A Growing Role for Multilateral Investment Guarantees and Political Risk Insurance. New Forms of Cooperation Between Public and Private Sector Insurers. The Use of Political Risk Insurance by Banks and Other International Lenders. Political Risk and Political Risk Insurance in the Future. Questions and Concerns for the Future. 9. A Perspective on Political Risk Insurance: Malcolm Stephens CF (Berne International Union). 10. The Future of Private Political Risk Insurance: John J. Salinger (American International Group). 11. Political Risk Insurance, International Banks and Other International Lenders: Robert H. Malleck (Citicorp Securities, Inc.). 12. The Challenges of Aggregation, Bad Faith/Bad Credit and Public/Private Sector Cooperation: Charles Berry (Berry, Palmer & Lyle Ltd). Index.

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Book Synopsisaeo Offers unique, contemporary coverage of political risk in business. aeo Contains strategies from practitioners in key corporations on how to offset political risk in business. aeo Includes evidence and case studies from the Big Emerging Markets.Trade Review"This book analyzes the 'new' political risks throughly and intelligently and fills a large gap in hte literature." Stephen J. Kobrin, Director, Louder Institute, Wharton "A practical guide to assessing, mititgating, and transferring political risks showing how novel deal structures and innovative use of financial markets can take the place of explicit guarantees." Donald Lessard, Sloan School of Management "'Must' reading for anyone involved in international investment as corporate executive, as a government policymaker, or as a student." Geza Feketekuty, Director, Center for Trade and Commercial Diplomacy, Monterey InstituteTable of ContentsIntroduction: . The Growing Role of Foreign Direct Investment in the Developing Countries and the Economies-in-Transition. Win-Win Benefits for Home Countries. Obstacles to Foreign Direct Investemtn. Part I: The Changing Nature of Political Risk: . Overview:. Old and New Sources of Political Risk. The Quantification of Political Risk Assessment. A Persistent Vulnerability to the Obsolescing Bargain. The Inadequacy of Conventional Investor Responses to the "Obsolescing Bargain". Questions and Concerns for the Future. 1. God and Fair Competition: Does the Foreign Direct Investor Face Still Other Risks in Emerging Markets?: Louis T. Wells, Jr. (Harvard University). 2. Trends in Political Risk for Corporate Investors: Sandy Markwick (Control Risks Group). 3. Political Risk: A Realistic View Toward Assessment, Quantification and Mitigation: William T. Irwin (Amoseas Indonesia/ Chevron). Part II: Lessons in the Management of International Political Risk from the Natural Resource and Private Infrastructure Sectors: . Overview:. Project Finance and Political Risk. Project Finance, Political Risk and the "Umbrella" of Multilateral Lending Institutions. The International Finance Corporation (IFC) and the "Umbrella" of Protection. Against Political Risk. Limitations to the Expanded Use of Multilateral Guarantee Programs. Risk/Return Management in Infrastructure Projects in Emerging Markets. Enhanced Credit-Rating from Securitization of Export Receivables and Rights to Future Financial Flows. The Pros and Cons of Choosing Project Finance Over Equity. The Cutting Edge of New "Deal Structures". Questions and Concerns for the Future. 4. Lessons in the Management of Political Risk: Infrastructure Projects: Robert B. Shanks (Morrison & Foerster LLP). 5. Progress in Privatizing Infrastructure in Emerging Markets: Timothy J. Faber (GE Capital). 6. Rating Debt Issues Secured by Offshore Receivables: Patrice M. Jordan (Standard & Poor's). 7. Challenges in the Financing of International Oil Operations: Andrea L. Macdonald (Exxon Exploration Company). 8. New Forms of Protection for International Power Investors: Linda F. Powers (Enron International). Part III: Political Risk Insurance as a Tool to Manage International Political Risk:. Overview: . Complementary Roles for Public and Private Sector Insurers. A Growing Role for Multilateral Investment Guarantees and Political Risk Insurance. New Forms of Cooperation Between Public and Private Sector Insurers. The Use of Political Risk Insurance by Banks and Other International Lenders. Political Risk and Political Risk Insurance in the Future. Questions and Concerns for the Future. 9. A Perspective on Political Risk Insurance: Malcolm Stephens CF (Berne International Union). 10. The Future of Private Political Risk Insurance: John J. Salinger (American International Group). 11. Political Risk Insurance, International Banks and Other International Lenders: Robert H. Malleck (Citicorp Securities, Inc.). 12. The Challenges of Aggregation, Bad Faith/Bad Credit and Public/Private Sector Cooperation: Charles Berry (Berry, Palmer & Lyle Ltd). Index.

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Book SynopsisProviding definitions and explanations covering the whole field of managerial economics, this work has been designed to give both the expert and the newcomer overviews and presentations of important issues in modern managerial economics.Table of ContentsPreface. List of Contributors. Dictionary Entries A-Z. Index.

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Book SynopsisCost control and cost planning are an integral part of quantity surveying and construction management courses. This new book on building design uses programmed learning to demonstrate the ideas of cost control and cost planning, from first principles through practice. Worked examples are used throughout the concise and easily accessible text.Table of ContentsThe importance of control over expenditure; The purpose of cost control; The principles of cost control; Traditional costing procedure; Cost control during inception, feasibility, outline proposals; Cost control during scheme design; During detail design; Test

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Book SynopsisWhat can we learn from East Asian and European countries that have fostered enduring cultures of thrift over the past two centuries? This title tells how other nations aggressively encouraged their citizens to save by means of special savings institutions and savings campaigns.Trade Review"Garon makes a powerful case that savings isn't about culture. It's policy... You'll think about savings policies differently after [you] pick up a copy of Beyond Our Means."--Christopher Farrell, economics editor of Marketplace Money "Professor Garon offers brilliant scholarship, engaging reading, and some practical insights for dealing with our current financial crisis worldwide. An insightful and provocative book that ... will be a unique and important volume for historians, policymakers, and the general public."--Claude Ury, San Francisco Book Review "How the Anglo-world came to live 'beyond their means ... while the world saves' is the big question of Sheldon Garon's fascinating book. It could not be more timely. Readers who worry that it might be too technical, do not fear. This is a history of flesh and blood, as Garon reclaims the topic from the economists. Facts and figures are surrounded by real people and rich illustrations that convey how passionate societies came to be about saving. Postal saving has never been so sexy."--Frank Trentmann, BBC History Magazine "Garon's policy recommendations could help shift the national trend towards saving more and position Americans towards greater financial health."--Worth "[O]ne of the world's leading authorities on the history of saving."--Joshua Rothman, Boston Globe "[A] fascinating new book... Garon believes the tide can turn, and offers some levelheaded policy suggestions for how America can restore a lasting balance between spending and saving."--Larry Cox, King Features Weekly Service "[A] very important book for critics of capitalism... Garon explains in an ambitious book that roams across centuries and continents ... why much of Europe and Asia embraced, and stuck with, a savings culture while the US first adopted and then abandoned one. It's intriguing social history."--Stephen Matchett, Australian "Garon's story is interesting and informative when focused on the history of small saving and is a recommended read."--Thomas F. Cargill, Pacific Affairs "This book is a model for how historians might re-engage with matters of economy and business using the insights and tools developed during the cultural turn."--American Historical Review "This book is a model for how historians might re-engage with matters of economy and business using the insights and tools developed during the cultural turn."--Kenneth Lipartito, American Historical Review "Garon has provided an account that shows, as with the study of consumption, the limitations of economic understandings of this routine aspect of human behaviour. It is doubtful that there will now be a scholarly turn to savings on a level equal to the outpouring of work on consumer society that has occurred over the last thirty years. But should there be so, then Beyond Our Means would be an excellent place to start."--Matthew Hilton, Social History "Transnational history at its most compelling, Beyond Our Means reveals why some nations save so much and others so little."--World Book Industry "Beyond Our Means is a big book that is very engagingly written, and it deserves a wide general readership. It concerns modern international history in general, though it grows out of work in Japanese history... The kind of constructive reaching out to wider audiences shown in this book is a model for scholars in the various fields of Japan studies."--Mark Metzler, Journal of Japanese Studies "[A] historian of modern Japan, driven by his concerns for America's financial future, has devoted years of research to writing a global history of saving, and he has produced a superb book... [A] timely history book of great contemporary relevance [that] has already embarked on a journey in new directions for public policy and global historical studies."--Elya J. Zhang, Reviews in American HistoryTable of ContentsIntroduction 1 Chapter 1: The Origins of Saving in the Western World 17 Chapter 2: Organizing Thrift in the Age of Nation-States 48 Chapter 3: America the Exceptional 84 Chapter 4: Japanese Traditions of Diligence and Thrift 120 Chapter 5: Saving for the New Japan 143 Chapter 6: Mobilizing for the Great War 168 Chapter 7: Save Now, Buy Later: World War II and Beyond 194 Chapter 8: "Luxury is the Enemy": Japan in Peace and War 221 Chapter 9: Postwar Japan's National Salvation 255 Chapter 10. Exporting Thrift, or the Myth of "Asian Values" 292 Chapter 11. "There IS Money. Spend It": America since 1945 317 Chapter 12. Keep on Saving? Questions for the Twenty-fi rst Century 356 Acknowledgments 377 Appendix 381 Abbreviations 383 Notes 385 Selected Bibliography 435 Index 449

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Book SynopsisTrade Review"Winner of the Silver Medal in Personal Finance / Retirement Planning / Investing, Axiom Business Book Awards""What if you could get inside the minds of some of the greatest investors in history? It would be nice if you had a window straight into their heads, but in reality it would take years of hard work to learn to think the way they do. . . . Or, you could simply read. . . . In Pursuit of the Perfect Portfolio. "---Mark Reeth, Business Insider"A good look at the development of portfolio theory, starting with Markowitz."---Tyler Cowen, Marginal Revolution"An accessible and heady chronicle of how we build portfolios, how that’s changed, and why we’ve done it the way we’ve done it over time. How did investors come to coalesce around the 60/40 portfolio allocation, and what role do alternatives play in asset allocation? This readable book takes on those questions and many more"---Jeff Ptak, Morningstar

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Book SynopsisTrade Review"Winner of the Silver Medal in Personal Finance / Retirement Planning / Investing, Axiom Business Book Awards""What if you could get inside the minds of some of the greatest investors in history? It would be nice if you had a window straight into their heads, but in reality it would take years of hard work to learn to think the way they do. . . . Or, you could simply read. . . . In Pursuit of the Perfect Portfolio. "---Mark Reeth, Business Insider"A good look at the development of portfolio theory, starting with Markowitz."---Tyler Cowen, Marginal Revolution"An accessible and heady chronicle of how we build portfolios, how that’s changed, and why we’ve done it the way we’ve done it over time. How did investors come to coalesce around the 60/40 portfolio allocation, and what role do alternatives play in asset allocation? This readable book takes on those questions and many more"---Jeff Ptak, Morningstar

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Book SynopsisA companion publication to Asset Management, International Case Studies in Asset Management will help companies and professionals develop and support the teaching and learning of best practices in this field.Table of ContentsIntroduction 1. Developing asset management strategies and plans (8 case studies) 2. Building an asset management system (8 case studies) 3. Becoming an asset management organisation (8 case studies) 4. Measuring and improving asset management performance (8 case studies) Conclusions Index

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Book SynopsisRalph Tiffin is a Senior Statutory Auditor with McLachlan+Tiffin and Director of Tiffins.com training and consultancy where he he boasts an impressive array of clients including BT, Bank of China, Telekom Malaysia and Deutsche Bank. He is author of a range of texts on financial management and is a member of ICAEW, ACCA, ICAS, IMechE and the IOD where he regularly delivers workshops and seminars. He has previously lectured for several UK universities including Strathclyde Business School and Edinburgh Napier.Trade Review"getAbstract recommends his basic compilation to non-financial managers and executives seeking full access to the valuable information inside corporate financial reports." * getAbstract, Inc. *Table of Contents Chapter - 00: Introduction; Chapter - 01: What is strategy? What does financial strategy mean?; Chapter - 02: Financial strategy: why be in business?; Chapter - 03: Basic financial reports and concepts; Chapter - 04: What underpins financial statements?; Chapter - 05: Accounting ‘rules’: how accounting theory and rules affect the strategic numbers; Chapter - 06: Published or statutory accounts; Chapter - 07: Interpreting financial statements; Chapter - 08: Cash: the vital element; Chapter - 09: Management accounting: internal reports and business models; Chapter - 10: Budgeting; Chapter - 11: Investment appraisal: investment strategy; Chapter - 12: Structural or pure financial strategies; Chapter - 13: Summary

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Book SynopsisGeoff Relph has extensive experience in inventory and business systems management in the operational, consulting and academic sectors. He is an associate lecturer at the Warwick Manufacturing Group, University of Warwick, UK, and delivers modules for the MSc Programme in the UK and internationally.Catherine Milner is a chartered engineer and project manager with experience working in aerospace, petrochemicals and telecommunications. She has managed many successful projects on electronic data exchange with customers, forecasting, MRP, supply chain management, and business process re-engineering. She is a managing consultant, and a visiting lecturer at the University of Warwick.Trade Review"Every inventory manager worth their salt should be working with this book. It has a thorough explanation of the history of inventory management analysis tools, but crucially what they do and how to use them. The Excel examples with formulas are excellent and raises the bar for Inventory analysis texts." * Sophie Damoglou, Supply Chain Manager, Icomera *"The Inventory Toolkit examines the three core pillars of inventory management, namely planning, control and balance and takes the reader through each process providing excellent tools and examples to highlight issues and provide solutions. Forecasting and managing inventory is like walking a tightrope - you need to plan, control what you're doing and your surroundings and keep your balance - this book ensures that your journey is made as easy as possible. Using excellent case studies and problem-solving techniques, this book brings the subject of inventory management to life." * Gwynne Richards, Lecturer at Warwick and Hong Kong Polytechnic University, author of Warehouse Management *"Inventory planning has always been a fundamental element of logistics management. However, in today's volatile and uncertain business environment it has become even more critical - too much inventory means that costs and risk increase, too little and sales are lost. This book offers clear and practical guidance on how to achieve a better balance between supply and demand to enable the achievement of higher service levels at less cost." * Martin Christopher, Emeritus Professor of Marketing & Logistics, Cranfield University, UK *Table of Contents Chapter - 00: Introduction; Chapter - 01: Introduction to inventory management; Chapter - 02: Business systems and business; Chapter - 03: Inventory balancing and control; Chapter - 04: The complexity of inventory management within business systems; Chapter - 05: Stack and flow inventories; Chapter - 06: Traditional thinking in inventory optimization; Chapter - 07: k-curve methodology; Chapter - 08: The practical application of k-curve; Chapter - 09: Case study examples of k-curve planning approach; Chapter - 10: Review, summary and what to do next; Chapter - 11: Appendix A; Chapter - 12: Appendix B; Chapter - 13: Appendix C; Chapter - 14: Useful websites; Chapter - 15: Index;

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Book SynopsisWendy Tate is the William J. Taylor Professor of Business and Cheryl Massingale Faculty Research Fellow, Department of Supply Chain Management at the Haslam College of Business, University of Tennessee in Knoxville, Tennessee.Lydia Bals is Professor of Supply Chain & Operations Management at Mainz University of Applied Sciences, Germany and Visiting Professor at the Department of Strategy & Innovation, Copenhagen Business School, Denmark. Lisa M. Ellram is the Rees Distinguished Professor of Supply Chain Management in the Department of Management at the Farmer School of Business, Miami University in Oxford, Ohio.Trade Review"Supply Chain Finance is the first comprehensive treatment of this topic that I've seen, and it comes at a perfect time as business is poised to move from hype to reality. The book provides an excellent compilation of leading thought from experts in the field, and it offers a wonderful blend of theory and practice, with great case studies. It's a must read for managers and academics interested in this area." * Morgan Swink, Executive Director of TCU Center for Supply Chain Innovation, US *"Supply Chain Finance is a great insight into supply chain finance (SCF) both from an academics and a practitioner perspective. The book provides a comprehensive view on the SCF definition and the research status quo before SCF concepts and applications are presented." * Daniel Vollath, Managing Director, Strategy, Operations, Sourcing and Procurement, Accenture, Germany *"This book provides a rich perspective on SCF, broadening the scope to embrace all solutions and to optimize working capital at supply chain level, balancing the academic and the managerial perspective. The various contributions provide different and complementary views on this broad landscape, providing the reader with rich insights and advanced knowledge." * Prof. Federico Caniato, Politecnico di Milano, Italy *"A book that is long overdue and not only for supply chain professionals to better understand the financial aspects of supply chain management, but certainly also for finance departments to understand the impact of supply chain management better. Supply chain management matters." * Prof. Britta Gammelgaard, Copenhagen Business School, Denmark *"Supply Chain Finance is a topic still in its infancy, despite its great relevance to both practitioners and researchers. The average level of knowledge of managers is still often limited, resulting in confusion about terms, definitions, areas of interest and impacts for different business units. This book certainly represents an excellent work of systematization of the existing knowledge, able to offer a clear picture of the historical evolution and of the practical implications of Supply Chain Finance. The ability to blend scientific and methodological rigor and practical impact is a major value. Through the illustration of successful business cases, the book illustrates, in an excellent way, the impacts in terms of supply chain management, cash flow management, risk management and accounting management." * Antonella Moretto, Assistant Professor, Politecnico di Milano, Italy *Table of Contents Chapter - 01: Supply chain finance – Solutions for financial sustainability, risk management and resilience in the supply chain; Chapter - 02: Supply chain finance – History and future directions; Chapter - 03: Suppliers, customers, and firms' financial decisions; Chapter - 04: Supply chain finance – Definition, modern aspects and research challenges ahead; Chapter - 05: Optimizing cash flows for a retail supply chain coordinator; Chapter - 06: Supply chain finance opportunities by managing payables discounts; Chapter - 07: Mapping and managing the financial supply chain; Chapter - 08: Supply chain finance and cyber risk – An illustrative case study; Chapter - 09: Commodity risk management at BMW – Price indices and contracts; Chapter - 10: A business partners' view on decision-making challenges in the supply chain; Chapter - 11: Exploring fragmentation in the supply chain finance (SCF) ecosystem; Chapter - 12: Foundational premises and value drivers of blockchain-driven supply chains – The trade finance experience

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Book SynopsisCovers such topics as prior evidence on corporate annual reports, research methodology and the demographics of the corporate shareholder, investors' investment objectives and their information sources, and the readership and usefulness of corporate financial statements.Table of ContentsPrior evidence on corporate annual reports; research methodology and the demographics of the corporate shareholder; investors' investment objectives and their information sources; the readership and usefulness of corporate financial statements; the readership and usefulness of non-financial statement items; the effect of sophistication on the use of annual reports; the shareholder's demand for inproved reporting; the expectation gap and the auditor; shareholder's use of the auditor's report; shareholder views on auditor independence and conflict of interest; shareholder perceptions of the financial reporting responsibilities of auditors, management and Board of Directors; the future of the Corporate Annual Report in responding to the shareholder's demand for accountability; appendix a - surveying methods and results; appendix b - chi-square test for nonresponse bias.

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Book SynopsisCovers a variety of topics in financial planning and forecasting.Table of ContentsE/P ratio anomaly and time-variation in expected stock returns: Finnish evidence (J.-P. Kallunki). Valuing investments that reduce time-to-market in the semiconductor industry (Wenyih Lee et al.). Economic determinants of ROE adjustments in the electric utility industry (E.T. Nwaeze). Quantitative laws of the accounting deviations caused by inflation (G.E. Gamot). An empirical examination of calls of convertible bonds when they are out of the money (H.S. Bhabra et al.). An intelligent stock selection system based on the expert system and rule induction technologies (T. Seng-cho Chou et al.).A three-factor path-independent specification of the Heath, Jarrow, and Morton term structure model (Chen Guo). Debt and inventory accounting choices: tests of the cash-flow signaling and tax-shield substitution theories (P. Hughes, R. Trezevant). On the pitfall of using intuitive judgment in audit scheduling (Shui F. Lam et al.). Improved transfer pricing based on shadow prices: segmental information (Kang-Hong Han).

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Book SynopsisPart of a series which focuses on advances in futures and options research, this title discusses a variety of topics in the field.Table of ContentsProduction, self-organized criticality, and stock prices: further evidence against random walk (A. Chandra, S. Agrawal and K. Wiesenfeld). Mathematical programming and portfolio optimizations: a clarification (M.J. Tarrazo). The importance of reliability in realizing returns (S. Ng, Y-K Ng). Deregulation and the market valuation of earnings and assets for electric utilities (E.T. Nwaeze). A flotation-cost adjusted capital asset pricing model (J.L. Heck, S.J. Cochran). Association between accounting and market-based variables: a canonical correlation approach with U.S. data (T. Salmi et al.). Financial distress and firm value (R.B. Whitaker). The "green shoe" and other factors impacting the issuance of IPOs (R.J. Kish, K.M. Hogan and G.T. Olson). Empirical dynamic stochastic models for firm dividends (E.P. Kao, P. Kumar). The dynamic classification of financial ratios: evidence from Europe of a simplified factor structure (J.L. Gallizo, P. Gargallo and M. Salvador). Forward exchange market efficiency revisited: robust cointegration testing and dynamic rationality (R. Varadan et al.). Short and long run tests of the Fisher hypothesis (K. Shrestha, S.S Chen). An alternative explanation of the market reaction to dividend changes (H. Manakyan, K. Liano and G.C. Huang).

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Book SynopsisFor both accounting professionals and general managers, this reference is aimed at managers in government who need to know how the government budgeting process works, where it doesn't work, and how it can be improved.Trade Review"Handbook of Government Budgeting not only covers traditionalground but the cutting edge of contemporary budget issues. For theinstructor, this book provides a valuable new source of analysis ofboth familiar issues and newer areas that are of increasingimportance. For the practitioner, the book provides an excellentsource of authoritative information across a wide range ofspecialties. Roy Meyers has included authors who have been pioneersin the development of new budgetary techniques, and whose work isnormally available only to insiders." (David G. Mathiasen, formersenior executive, White House Office of Management and Budget andthe U.S. General Accounting Office) "Handbook of Government Budgeting represents a well-thought-outdesign which will support most standard textbooks in the field. Itfeatures well-written works by many of today's best budgetthinkers: individuals who are at the cutting edge of many budgetingareas. This stimulating book will be of great value to bothundergraduate and graduate budgeting courses and to practitionerswho have an interest in current budgetary thinking. ProfessorMeyer's contribution should serve our field well for a number ofyears." (Richard E. Zody, professor, Department of Urban Affairsand Planning, and director, Institute for Public Management,Virginia Polytechnic Institute & State University) "This is a fine text for guiding novitiates and seasoned budgetersalike through the vast variety of disciplines that make up theworld of budget and finance. The book strikes an effective balancebetween essential technical processes and the political realitiesembedded in spAnding the public's money." (Karen A. Stanford,executive director, Florida Commission on Government Accountabilityto the People)Table of ContentsAN OVERVIEW OF GOVERNMENT BUDGETING. Features of the Budgetary Process (J. McCaffery). Understanding the Role of Conflict in Budgeting (I. Rubin). Financial Management Reform in the Federal Government (L. Jones& J. McCaffery). Budgetary Management in the United States and in Australia, NewZealand, and the United Kingdom (A. Premchand). CREDIT MARKETS, THE ECONOMY, AND BUDGET BALANCING. Understanding and Using Government Financial Statements (J.Engstrom). The Changing World of State and Local Debt Finance (M. Hackbart& J. Ramsey). State and Local Government Budgeting: Coping with the BusinessCycle (M. Wolkoff). The Federal Budget and Economic Management (V. Ooms, et al.). The Rhetoric and Reality of Balancing Budgets (N. Caiden). TAXATION IN BUDGETING. The Major Tax Bases (J. Gravelle). Addressing Tax Expenditures in the Budgetary Process (B.Davie). Practical Methods for Projecting Revenues (S. Bretschneider &W. Gorr). The Politics of Taxation (S. Pollack). THE INFORMATIONAL FOUNDATIONS OF BUDGETING. The Bases of Accounting for Budgeting and Financial Reporting (J.Chan). Cost Measurement and Analysis (F. Thompson). Information Technology for Financial Management (R. Miranda). BUDGETING BY INSTITUTIONS. Preparing Agency Budgets (J. Rogers & M. Brown). Examining Budgets for Chief Executives (B. White). Legislatures and Budgeting (R. Meyers). Courts and Fiscal Decision Making (P. Cooper). POLITICS, MANAGEMENT, AND ANALYSIS IN BUDGETING. Cutback Budgeting (J. Savage & H. Schwartz). Strategies for Spending Advocates (R. Meyers). Budget Implementation (R. Handrick & J. Forrester). Performance-Based Budgeting (P. Joyce). Analytical Techniques for Budgeting (M. Mandell). BUDGETING OVER TIME FOR LARGE AMOUNTS. Budgeting for Capital Improvements (R. Bland & W.Clarke). Budgeting for Entitlements (J. White). Budgeting for Contingent Losses (M. Phaup & D.Torregrosa). Conclusion. The Future of Government Budgeting (R. Meyers).

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Book SynopsisAlthough nonprofits have adopted a team approach in program delivery and even management, many nonprofits have not used this same successful approach in fundraising. This friendly guide argues for creating a fundraising team that involves board members, executive staff, line staff, and volunteers and gives examples of how such teams can operate effectively. Along the way, the author makes fundraising seem less mysterious and intimidating, and lead the reader to feel confident and enthusiastic about creating a successful fundraising team--no small achievement.--Jan Masaoka, executive director, CompassPoint Services Many nonprofits rely on a lone staff member or volunteer to raise the money they need to sustain or grow their programs. In this insightful resource, leading fundraiser Mim Carlson presents a practical approach to involving the entire organization in fundraising. In doing so, she helps board members, executive directors, and development directors turn their staffTrade Review"Although nonprofits have adopted a team approach in program delivery and even management, many nonprofits have not used this same successful approach in fundraising. This friAndly guide argues for creating a fundraising team that involves board members, executive staff, line staff, and volunteers and gives examples of how such teams can operate effectively. Along the way, the author makes fundraising seem less mysterious and intimidating, and lead the reader to feel confident and enthusiastic about creating a successful fundraising team--no small achievement." --Jan Masaoka, executive director, CompassPoint ServicesTable of ContentsPart One: Creating the Fundraising Team. 1. Why a Team Approach Is Needed. 2. Agreeing on a Team Approach. 3. Forming the Leadership Group. 4. Putting Together the Rest of the Team. Part Two: Getting the Team Ready. 5. Focusing the Team. 6. Setting Fundraising Goals and Objectives. 7. Training the Team. Part Three: The Team in Action. 8. Identifying Potential Donors. 9. Cultivating Donors with Good Communication. 10. Asking for a Gift. 11. Saying Thank You and Providing Stewardship. Part Four: Charting Your Progress as a Team. 12. Evaluating the Progress and Health of Your Team. Conclusion. Resource One: Selecting and Recruiting Board Members. Resource Two: Team Growth Stages.

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