Business, Finance & Law Books

Book SynopsisHow to solve critical business challenges by generating more and better ideas Every organization needs a steady supply of fresh, relevant ideas, but managers can?t just lock teams in a room with a mandate to brainstorm and hope for the best.Trade Review“In a world of hyper-competition and nonstop reinvention, the only sustainable form of business leadership is thought leadership—generating more good ideas faster than anybody else. In Idea Stormers, Bryan Mattimore sets out a collection of insatiably useful practices and revealing case studies to help you and your colleagues rethink your approach to creativity. So here's an idea: buy this book, apply its uncommon wisdom, and out-think the competition.” —William C. Taylor, cofounder, Fast Company; author, Practically Radical “A fun and engaging tour of the creative process. I love Mattimore's stories, which place their emphasis on real-life examples and proven techniques. This book is sure to boost your imagination and your group's creative willpower; indeed, it'll put white caps on your gray matter! Highly recommended.” —Roger von Oech, author, A Whack on the Side of the Head and the Creative Whack Pack “To stay ahead of the competition it is absolutely necessary to embrace innovation and creativity, whatever field you are in. In Idea Stormers, Bryan Mattimore clearly articulates must-have processes for leaders to embrace and use to inspire innovative thinking across all functions. One of his most important messages is that leaders should leverage creativity across their organizations. He believes (and I agree) that everyone in your company has the potential to create great ideas that will add value to your culture and your bottom line. All you need to do is engage your associates, make them feel valued, and use some of the techniques in this book to unleash their ideas!” —Kay Krill, chief executive officer, ANN Inc., Ann Taylor, and LOFT “Idea Stormers is a practical facilitator's manual for inspiring creative thinking. It also shows you how to translate new ideas into real world applications. Highly recommended.” —Michael J. Gelb, author, How to Think Like Leonardo Da Vinci “As a creative thinking expert, I am very familiar with Bryan Mattimore and his outstanding work in the ideation and innovation consulting field. Bryan is one of the best facilitators and corporate creativity consultants in the world. He is among my heroes who inspire, teach, and guide others in the corporate world on how to create original and implementable ideas that make a difference in our competitive business environment. Mattimore’s newest book, Idea Stormers, offers a host of creative-thinking tools and techniques. More importantly, it provides an excellent framework for unleashing the creativity of groups, no matter what their role or function is within an organization. Mattimore’s behind-the-scenes look at his successes with teams provide you with lessons and techniques to create, inspire, facilitate, and drive creative collaboration to generate the ideas you need to achieve uncommon results. Alone we can do so little; together we can do so much. Mattimore shows us how together we can generate original ideas, make good ideas great, and create game-changing ones.” —Michael Michalko, author, Thinkertoys, Cracking Creativity, ThinkPak and Creative Thinkering “Question everything! Hands-on and ready-to-go, here are techniques to get you started.” —Seth Godin, author, Purple Cow “Bryan Mattimore has helped me create breakthrough new products for Godiva, generate innovative promotions for The Food Network, and most recently, with re-positioning Good Morning America. I know firsthand that the ideation techniques and innovation processes in Idea Stormers work, and that they can unleash the creative potential of any team. Idea Stormers should be required reading for anyone on the front lines of marketing innovation!” —Adam Rockmore, senior vice president marketing, ABC Daytime and News and SOAPnetTable of ContentsPreface ix Introduction: Idea Engines 1 1 A Map of the Creative Mind: Embracing Seven Creative Thinking Mind-Sets 11 2 Beyond Brainstorming: Understanding Individual and Group Ideation Techniques 23 3 Your Ideation Tool Kit: The Seven All-Time Greatest Ideation Techniques 49 4 Innovation Overview: Strategies and Tools of a Successful Innovation Process 71 5 Real-World Challenges: Applying Ideation Techniques and Innovation Processes 99 6 Idea Meets World: Navigating the Road from Good Idea to Successful Innovation 133 7 Thinking Like a Facilitating Leader I: The Who, Where, and How of Planning and Leading Group Ideation Sessions 155 8 Thinking Like a Facilitating Leader II: New Product Ideation Session Design 175 9 Thinking Like a Facilitating Leader III: Five Strategies for Inventing Ideation and Innovation Processes 199 Conclusion 221 Notes 225 Acknowledgments 227 About the Author 231 Index 233

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Book SynopsisUnique prospective on the big data analytics phenomenon for both business and IT professionals The availability of Big Data, low-cost commodity hardware and new information management and analytics software has produced a unique moment in the history of business. The convergence of these trends means that we have the capabilities required to analyze astonishing data sets quickly and cost-effectively for the first time in history. These capabilities are neither theoretical nor trivial. They represent a genuine leap forward and a clear opportunity to realize enormous gains in terms of efficiency, productivity, revenue and profitability. The Age of Big Data is here, and these are truly revolutionary times. This timely book looks at cutting-edge companies supporting an exciting new generation of business analytics. Learn more about the trends in big data and how they are impacting the business world (Risk, Marketing, Healthcare, Financial Services, etc.Table of ContentsForeword xiii Preface xix Acknowledgments xxi Chapter 1 What is Big Data and Why is It Important? 1 A Flood of Mythic “Start-Up” Proportions 4 Big Data is More Than Merely Big 5 Why Now? 6 A Convergence of Key Trends 7 Relatively Speaking . . . 9 A Wider Variety of Data 10 The Expanding Universe of Unstructured Data 11 Setting the Tone at the Top 15 Notes 18 Chapter 2 Industry Examples of Big Data 19 Digital Marketing and the Non-line World 19 Don’t Abdicate Relationships 22 Is IT Losing Control of Web Analytics? 23 Database Marketers, Pioneers of Big Data 24 Big Data and the New School of Marketing 27 Consumers Have Changed. So Must Marketers. 28 The Right Approach: Cross-Channel Lifecycle Marketing 28 Social and Affiliate Marketing 30 Empowering Marketing with Social Intelligence 31 Fraud and Big Data 34 Risk and Big Data 37 Credit Risk Management 38 Big Data and Algorithmic Trading 40 Crunching Through Complex Interrelated Data 41 Intraday Risk Analytics, a Constant Flow of Big Data 42 Calculating Risk in Marketing 43 Other Industries Benefit from Financial Services’ Risk Experience 43 Big Data and Advances in Health Care 44 “Disruptive Analytics” 46 A Holistic Value Proposition 47 BI is Not Data Science 49 Pioneering New Frontiers in Medicine 50 Advertising and Big Data: From Papyrus to Seeing Somebody 51 Big Data Feeds the Modern-Day Donald Draper 52 Reach, Resonance, and Reaction 53 The Need to Act Quickly (Real-Time When Possible) 54 Measurement Can Be Tricky 55 Content Delivery Matters Too 56 Optimization and Marketing Mixed Modeling 56 Beard’s Take on the Three Big Data Vs in Advertising 57 Using Consumer Products as a Doorway 58 Notes 59 Chapter 3 Big Data Technology 61 The Elephant in the Room: Hadoop’s Parallel World 61 Old vs. New Approaches 64 Data Discovery: Work the Way People’s Minds Work 65 Open-Source Technology for Big Data Analytics 67 The Cloud and Big Data 69 Predictive Analytics Moves into the Limelight 70 Software as a Service BI 72 Mobile Business Intelligence is Going Mainstream 73 Ease of Mobile Application Deployment 75 Crowdsourcing Analytics 76 Inter- and Trans-Firewall Analytics 77 R&D Approach Helps Adopt New Technology 80 Adding Big Data Technology into the Mix 81 Big Data Technology Terms 83 Data Size 101 86 Notes 88 Chapter 4 Information Management 89 The Big Data Foundation 89 Big Data Computing Platforms (or Computing Platforms That Handle the Big Data Analytics Tsunami) 92 Big Data Computation 93 More on Big Data Storage 96 Big Data Computational Limitations 96 Big Data Emerging Technologies 97 Chapter 5 Business Analytics 99 The Last Mile in Data Analysis 101 Geospatial Intelligence Will Make Your Life Better 103 Listening: Is It Signal or Noise? 106 Consumption of Analytics 108 From Creation to Consumption 110 Visualizing: How to Make It Consumable? 110 Organizations are Using Data Visualization as a Way to Take Immediate Action 116 Moving from Sampling to Using All the Data 121 Thinking Outside the Box 122 360° Modeling 122 Need for Speed 122 Let’s Get Scrappy 123 What Technology is Available? 124 Moving from Beyond the Tools to Analytic Applications 125 Notes 125 Chapter 6 The People Part of the Equation 127 Rise of the Data Scientist 128 Learning over Knowing 130 Agility 131 Scale and Convergence 131 Multidisciplinary Talent 131 Innovation 132 Cost Effectiveness 132 Using Deep Math, Science, and Computer Science 133 The 90/10 Rule and Critical Thinking 136 Analytic Talent and Executive Buy-in 137 Developing Decision Sciences Talent 139 Holistic View of Analytics 140 Creating Talent for Decision Sciences 142 Creating a Culture That Nurtures Decision Sciences Talent 144 Setting Up the Right Organizational Structure for Institutionalizing Analytics 146 Chapter 7 Data Privacy and Ethics 151 The Privacy Landscape 152 The Great Data Grab isn’t New 152 Preferences, Personalization, and Relationships 153 Rights and Responsibility 154 Playing in a Global Sandbox 159 Conscientious and Conscious Responsibility 161 Privacy May Be the Wrong Focus 162 Can Data Be Anonymized? 164 Balancing for Counterintelligence 165 Now What? 165 Notes 167 Conclusion 169 Recommended Resources 175 About the Authors 177 Index 179

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Book SynopsisAddresses the essential aspects of modern financial risk management. This book offers an insider's view of this discipline and covers the strategies, principles, and measurement techniques necessary to manage and measure financial risk.Table of ContentsForeword xvii Preface xix Acknowledgments xxiii About the Author xxvii Chapter 1 Introduction 1 1.1 Lessons from a Crisis 1 1.2 Financial Risk and Actuarial Risk 2 1.3 Simulation and Subjective Judgment 4 Chapter 2 Institutional Background 7 2.1 Moral Hazard—Insiders and Outsiders 7 2.2 Ponzi Schemes 17 2.3 Adverse Selection 19 2.4 The Winner’s Curse 21 2.5 Market Making versus Position Taking 24 Chapter 3 Operational Risk 29 3.1 Operations Risk 31 3.1.1 The Risk of Fraud 31 3.1.2 The Risk of Nondeliberate Incorrect Information 35 3.1.3 Disaster Risk 36 3.1.4 Personnel Risk 36 3.2 Legal Risk 37 3.2.1 The Risk of Unenforceable Contracts 37 3.2.2 The Risk of Illegal Actions 40 3.3 Reputational Risk 41 3.4 Accounting Risk 42 3.5 Funding Liquidity Risk 42 3.6 Enterprise Risk 44 3.7 Identification of Risks 44 3.8 Operational Risk Capital 45 Chapter 4 Financial Disasters 49 4.1 Disasters Due to Misleading Reporting 49 4.1.1 Chase Manhattan Bank/Drysdale Securities 52 4.1.2 Kidder Peabody 53 4.1.3 Barings Bank 55 4.1.4 Allied Irish Bank (AIB) 57 4.1.5 Union Bank of Switzerland (UBS) 59 4.1.6 Société Générale 61 4.1.7 Other Cases 66 4.2 Disasters Due to Large Market Moves 68 4.2.1 Long‐Term Capital Management (LTCM) 68 4.2.2 Metallgesellschaft (MG) 75 4.3 Disasters Due to the Conduct of Customer Business 77 4.3.1 Bankers Trust (BT) 77 4.3.2 JPMorgan, Citigroup, and Enron 79 4.3.3 Other Cases 80 Chapter 5 The Systemic Disaster of 2007–2008 83 5.1 Overview 83 5.2 The Crisis in CDOs of Subprime Mortgages 85 5.2.1 Subprime Mortgage Originators 86 5.2.2 CDO Creators 88 5.2.3 Rating Agencies 89 5.2.4 Investors 92 5.2.5 Investment Banks 93 5.2.6 Insurers 106 5.3 The Spread of the Crisis 108 5.3.1 Credit Contagion 108 5.3.2 Market Contagion 109 5.4 Lessons from the Crisis for Risk Managers 111 5.4.1 Subprime Mortgage Originators 111 5.4.2 CDO Creators 111 5.4.3 Rating Agencies 111 5.4.4 Investors 111 5.4.5 Investment Banks 112 5.4.6 Insurers 114 5.4.7 Credit Contagion 115 5.4.8 Market Contagion 115 5.5 Lessons from the Crisis for Regulators 115 5.5.1 Mortgage Originators 116 5.5.2 CDO Creators 116 5.5.3 Rating Agencies 117 5.5.4 Investors 118 5.5.5 Investment Banks 118 5.5.6 Insurers 126 5.5.7 Credit Contagion 126 5.5.8 Market Contagion 129 5.6 Broader Lessons from the Crisis 132 Chapter 6 Managing Financial Risk 133 6.1 Risk Measurement 133 6.1.1 General Principles 133 6.1.2 Risk Management of Instruments That Lack Liquidity 144 6.1.3 Market Valuation 147 6.1.4 Valuation Reserves 152 6.1.5 Analysis of Revenue 156 6.1.6 Exposure to Changes in Market Prices 157 6.1.7 Risk Measurement for Position Taking 159 6.2 Risk Control 161 Chapter 7 VaR and Stress Testing 169 7.1 VaR Methodology 170 7.1.1 Simulation of the P&L Distribution 173 7.1.2 Measures of the P&L Distribution 187 7.2 Stress Testing 192 7.2.1 Overview 192 7.2.2 Economic Scenario Stress Tests 193 7.2.3 Stress Tests Relying on Historical Data 197 7.3 Uses of Overall Measures of Firm Position Risk 201 Chapter 8 Model Risk 209 8.1 How Important Is Model Risk? 210 8.2 Model Risk Evaluation and Control 212 8.2.1 Scope of Model Review and Control 213 8.2.2 Roles and Responsibilities for Model Review and Control 214 8.2.3 Model Verification 219 8.2.4 Model Verification of Deal Representation 222 8.2.5 Model Verification of Approximations 223 8.2.6 Model Validation 226 8.2.7 Continuous Review 232 8.2.8 Periodic Review 234 8.3 Liquid Instruments 237 8.4 Illiquid Instruments 241 8.4.1 Choice of Model Validation Approach 241 8.4.2 Choice of Liquid Proxy 243 8.4.3 Design of Monte Carlo Simulation 245 8.4.4 Implications for Marking to Market 247 8.4.5 Implications for Risk Reporting 249 8.5 Trading Models 250 Chapter 9 Managing Spot Risk 253 9.1 Overview 253 9.2 Foreign Exchange Spot Risk 257 9.3 Equity Spot Risk 258 9.4 Physical Commodities Spot Risk 259 Chapter 10 Managing Forward Risk 263 10.1 Instruments 270 10.1.1 Direct Borrowing and Lending 270 10.1.2 Repurchase Agreements 271 10.1.3 Forwards 272 10.1.4 Futures Contracts 272 10.1.5 Forward Rate Agreements 274 10.1.6 Interest Rate Swaps 275 10.1.7 Total Return Swaps 276 10.1.8 Asset‐Backed Securities 278 10.2 Mathematical Models of Forward Risks 282 10.2.1 Pricing Illiquid Flows by Interpolation 284 10.2.2 Pricing Long‐Dated Illiquid Flows by Stack and Roll 291 10.2.3 Flows Representing Promised Deliveries 293 10.2.4 Indexed Flows 295 10.3 Factors Impacting Borrowing Costs 299 10.3.1 The Nature of Borrowing Demand 299 10.3.2 The Possibility of Cash‐and‐Carry Arbitrage 300 10.3.3 The Variability of Storage Costs 301 10.3.4 The Seasonality of Borrowing Costs 302 10.3.5 Borrowing Costs and Forward Prices 303 10.4 Risk Management Reporting and Limits for Forward Risk 304 Chapter 11 Managing Vanilla Options Risk 311 11.1 Overview of Options Risk Management 313 11.2 The Path Dependence of Dynamic Hedging 318 11.3 A Simulation of Dynamic Hedging 321 11.4 Risk Reporting and Limits 329 11.5 Delta Hedging 344 11.6 Building a Volatility Surface 346 11.6.1 Interpolating between Time Periods 346 11.6.2 Interpolating between Strikes—Smile and Skew 347 11.6.3 Extrapolating Based on Time Period 352 11.7 Summary 355 Chapter 12 Managing Exotic Options Risk 359 12.1 Single‐Payout Options 364 12.1.1 Log Contracts and Variance Swaps 367 12.1.2 Single‐Asset Quanto Options 369 12.1.3 Convexity 370 12.1.4 Binary Options 371 12.1.5 Contingent Premium Options 377 12.1.6 Accrual Swaps 378 12.2 Time‐Dependent Options 378 12.2.1 Forward‐Starting and Cliquet Options 378 12.2.2 Compound Options 379 12.3 Path‐Dependent Options 381 12.3.1 Standard Analytic Models for Barriers 383 12.3.2 Dynamic Hedging Models for Barriers 385 12.3.3 Static Hedging Models for Barriers 387 12.3.4 Barrier Options with Rebates, Lookback, and Ladder Options 402 12.3.5 Broader Classes of Path‐Dependent Exotics 403 12.4 Correlation‐Dependent Options 404 12.4.1 Linear Combinations of Asset Prices 405 12.4.2 Risk Management of Options on Linear Combinations 409 12.4.3 Index Options 413 12.4.4 Options to Exchange One Asset for Another 415 12.4.5 Nonlinear Combinations of Asset Prices 417 12.4.6 Correlation between Price and Exercise 422 12.5 Correlation‐Dependent Interest Rate Options 425 12.5.1 Models in Which the Relationship between Forwards is Treated as Constant 426 12.5.2 Term Structure Models 430 12.5.3 Relationship between Swaption and Cap Prices 437 Chapter 13 Credit Risk 445 13.1 Short‐Term Exposure to Changes in Market Prices 446 13.1.1 Credit Instruments 447 13.1.2 Models of Short‐Term Credit Exposure 451 13.1.3 Risk Reporting for Market Credit Exposures 456 13.2 Modeling Single‐Name Credit Risk 457 13.2.1 Estimating Probability of Default 458 13.2.2 Estimating Loss Given Default 465 13.2.3 Estimating the Amount Owed at Default 468 13.2.4 The Option‐Theoretic Approach 471 13.3 Portfolio Credit Risk 479 13.3.1 Estimating Default Correlations 479 13.3.2 Monte Carlo Simulation of Portfolio Credit Risk 482 13.3.3 Computational Alternatives to Full Simulation 486 13.3.4 Risk Management and Reporting for Portfolio Credit Exposures 490 13.4 Risk Management of Multiname Credit Derivatives 493 13.4.1 Multiname Credit Derivatives 493 13.4.2 Modeling of Multiname Credit Derivatives 495 13.4.3 Risk Management and Reporting for Multiname Credit Derivatives 498 13.4.4 CDO Tranches and Systematic Risk 500 Chapter 14 Counterparty Credit Risk 505 14.1 Overview 505 14.2 Exchange‐Traded Derivatives 506 14.3 Over‐the‐Counter Derivatives 512 14.3.1 Overview 512 14.3.2 The Loan‐Equivalent Approach 513 14.3.3 The Collateralization Approach 515 14.3.4 The Collateralization Approach—Wrong‐Way Risk 521 14.3.5 The Active Management Approach 526 References 533 About the Companion Website 547 Index 553

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Book SynopsisThe Investment Classic from Jack D. Schwager, Market Wizards , is back with a brand new, never-before-seen Preface and Afterword from the author! "I've read the book at several stages of my career as it shows the staying power of good down-to-earth wisdoms of true practitioners with skin in the game.Table of ContentsPreface to the Paperback Edition ix Preface xv Acknowledgments xvii Prologue xix My Own Story xxi Part I Futures and Currencies 1 Taking the Mystery Out of Futures 3 The Interbank Currency Market Defined 7 Michael Marcus: Blighting Never Strikes Twice 9 Bruce Kovner: The World Trader 51 Richard Dennis: A Legend Retires 83 Paul Tudor Jones: The Art of Aggressive Trading 115 Gary Bielfeldt: Yes, They Do Trade T-Bonds in Peoria 139 Ed Seykota: Everybody Gets What They Want 151 Larry Hite: Respecting Risk 175 Part II Mostly Stocks 193 Michael Steinhardt: The Concept of Variant Perception 195 William O’Neil: The Art of Stock Selection 221 David Ryan: Stock Investment as a Treasure Hunt 239 Marty Schwartz: Champion Trader 257 Part III A Little Bit of Everything 281 James B. Rogers, Jr.: Buying Value and Selling Hysteria 283 Mark Weinstein: High-Percentage Trader 321 Part IV The View from the Floor 343 Brian Gelber: Broker Turned Trader 345 Tom Baldwin: The Fearless Pit Trader 367 Tony Saliba: “One-Lot” Triumphs 385 Part V The Psychology of Trading 405 Dr. Van K. Tharp: The Psychology of Trading 407 The Trade: A Personal Experience 429 Postscript: Dreams and Trading 435 Final Word 439 What I Believe 22 Years Later 441 Appendix 1: Program Trading and Portfolio Insurance 453 Appendix 2: Options—Understanding the Basics 455 Glossary 461 Excerpt: Edward Thorp 473

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Book SynopsisPresence is an intimate look at the development of a new theory about change and learning. In wide-ranging conversations held over a year and a half, organizational learning pioneers Peter Senge, C. Otto Scharmer, Joseph Jaworski, and Betty Sue Flowers explored the nature of transformational change—how it arises, and the fresh possibilities it offers a world dangerously out of balance. The book introduces the idea of “presence”—a concept borrowed from the natural world that the whole is entirely present in any of its parts—to the worlds of business, education, government, and leadership. Too often, the authors found, we remain stuck in old patterns of seeing and acting. By encouraging deeper levels of learning, we create an awareness of the larger whole, leading to actions that can help to shape its evolution and our future. Drawing on the wisdom and experience of 150 scientists, social leaders, and entrepreneurs, including Br

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Book SynopsisThe best-selling authors of Made to Stick offer insight into the difficult nature of lasting change, presenting metaphorical illustrations of the conflict between the instinctual and the intellectual areas of the brain while sharing case studies of successful individuals and organizations.

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Book SynopsisClear, insightful, and nondogmatic, this book gives us a new appreciation for one of our most ubiquitous institutions.Trade Review"There could be no better guide to the modern view of markets than John McMillan's book." -- Joseph E. Stiglitz, Nobel prize winner in economics

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Book SynopsisHow to transform your trading results by transforming yourself In the unique arena of professional trading coaches and consultants, Van K. Tharp is an internationally recognized expert at helping others become the best traders they can be.Table of ContentsAcknowledgments xvii Foreword xix Doug Bentley Preface: Understanding Transformation xxiii Van K. Tharp, PhD Level I: Transformation of the Trading Game xxv Level II: Understanding the Matrix and Reprogramming Yourself xxviii Level III: Trading Beyond the Matrix xxx Your Personal Application of This Material xxxi Section I: Transformation of the Trading Game: Understanding The Basics 1 Van K. Tharp, PhD Two Sets of Rules 1 Chapter 1: I Just Made 130 Percent—and That Was Just the Beginning 7 David Witkin Learning to Trade 9 “Danger, Will Robinson, Danger!” 10 Tharp Think 101 12 Not All Lessons Are Equal 16 Finally, Some Winning Marbles 20 Chapter 2: The Automation of Tharp Think 25 Laurens Bensdorp My Journey into Doing the Trading Myself 27 Training Someone Else 32 Why This Is Possible 33 Addendum 35 Chapter 3: From Commercial Loan Officer to Financially Free Trader Investor 37 Rick Freeman My Initial Psychological Changes 40 What I’ve Learned about the Trading Game 44 Understanding the Trading Game 46 So How Do You Get a Positive Expectancy System? 50 Getting a System That Works 51 Trading Psychology 52 How My Life Has Changed 54 Chapter 4: From Army Major to Systems Expert 59 Kenneth Long, DM What I Have Learned and How I Have Changed 61 The Power of Beliefs 61 Statistics-Based Trading 64 Trading Extremes 67 Reward-to-Risk Assessments 68 R-Multiples 69 Position-Sizing Strategies TM and Bullets 70 SQN Performance to Evaluate Systems, Targets, and Markets 71 Market Classification Strategies 72 Transformations 73 Improved Systematic Performance 73 Specific Systems for Specific Market Conditions 74 Detailed Documentation and Analysis of Trades 74 Evidence-Based Management 74 Reduced Stress 75 Performance 75 Long-Term System with Monthly Rebalancing 76 Weekly Swing Trade with Once-a-Week Portfolio Adjustments 77 Pattern Swing Trade Using End-of-Day Data 78 Live Trading Workshops Results 79 Chapter 5: Using Tharp Think to Go from Full-Time Broker to Full-Time Trader 83 Martin Horsey My New Venture 84 Going to North Carolina 85 Restarting Trading 87 Where I Am Now 90 Chapter 6: Adapting Tharp Think to Your Trading 93 Van K. Tharp, PhD Area One: Thoroughly Understand the Principles of Successful Trading 95 Part 1: Learning to Trade Is Hard Work, But It Can Be Taught 97 Part 2: Knowing Yourself 98 Part 3: Mistakes 100 Part 4: Objectives and Position Sizing Strategies 101 Part 5: Probability and Reward-to-Risk Assessment 103 Part 6: Systems and Market Type 107 Steps to Learning Tharp Think 109 Section II: Psychological Transformations To Help You Function at a Superior Level Within the Matrix 111 Van K. Tharp, PhD Chapter 7: Beliefs: The Basis for the Matrix 117 Van K. Tharp, PhD Understanding the Impact of Beliefs Will Change Your Life 118 How I Create My Experience 124 You Are the Awareness of Thoughts that Flow through You 129 Belief Hierarchy 130 Changing Your Beliefs 134 Everything Has the Meaning You Give It 139 Chapter 8: A Journey through the Stunning World of Feelings and Trapped Emotions 143 Anonymous The Turning Point 144 Self-Sabotage Models 147 Accepting My Feelings 148 Where I Am Now 152 Note from Editor: Feeling Release as a Metric for Awakening 156 Chapter 9: You Are a Crowd of Conflicting Parts Inside 157 Van K. Tharp, PhD Exercise: Have a Parts Party 160 Parts Negotiation Exercise 160 Interview with a CBOE Floor Trader 163 Working with Dr. Van Tharp 165 Dealing with Conflicting Parts 166 What’s Changed Since Then 168 Where I Am Now (Several Years Later) 169 Chapter 10: My Inner Guidance: A Personal Journey of Miracles 171 Van K. Tharp, PhD My Personal Journey 172 Conversations with God 176 Deeksha or the Oneness Blessing 178 My Relationship with Mitzi 179 My Current Inner Guidance 181 Revisiting the Transformed Engineering Professor 183 My Relationship with Durga Grows 186 Oneness with God 187 Bond with the Divine 188 The Nature of the Relationship Is Critical 191 What Does this Mean for You and for Your Trading? 193 Some Recent Updates 197 Update 1: Mother Meera’s Second Blessing 197 Update 2: I Clear My Fear-Based Spiritual Beliefs 198 Chapter 11: My Experiences Using Transformational Meditation 201 Peter Wechter “I” Have a Problem Using and Relating to the Word “God” 206 Five Transformations 207 Some More “Little i’s” That Didn’t Get the Message 210 Discussion 220 Dealing with Mistakes 221 Discussion 224 Closing Reflections 225 An Addendum 226 Chapter 12: Creating Your Own World 233 Van K. Tharp, PhD Nine Steps to Mastering Yourself 236 Step 1: Learn That You Are a Crowd Inside 236 Step 2: Get 25 to 30 Identity-Level Beliefs from Each Part 237 Step 3: Do a Belief Examination Paradigm on Each of Your Beliefs 239 Step 4: Learn about Projection and Your Shadow Self 240 Step 5: Work on the Charge through Feeling- Release Exercises 240 Step 6: Do a Life Review and List the Beliefs That Come Up 242 Step 7: Make a List of Your Problems and Find the Root Cause (Beliefs and Feelings) 242 Step 8: Get in Touch with Your Internal Guidance 243 Step 9: Work to Eliminate Parts, or to at Least Get Them to Work Together with You 245 Section III: Moving Beyond the Matrix by Transforming Your Level of Consciousness 247 Van K. Tharp, PhD Our Most Powerful Tool 249 Super Trader Journeys through Transformation 250 Chapter 13: How I Turbocharged My Transformational Journey 253 Kim Andersson Discovering the Linchpin 258 Transformations Turbocharged! 262 Transformational Pillar 1: Getting Rid of Fear 262 Transformational Pillar 2: Tapping into a Higher Power 264 Transformational Pillar 3: My Purpose in Life 266 Transformational Pillar 4: Finally Getting Rid of My Need for Control 266 Taming My Unconscious Fear of Becoming a Millionaire 268 A Snapshot of Before and After 269 The Turbocharged Transformational Model 270 Conclusion 272 Chapter 14: From Engineer to Spiritual Warrior: A Trading Journey 273 Anonymous Timeline 1: Downhill Accelerating 274 Timeline 2: Crawling out of the Pit 278 A Message from Somewhere 279 Finding Out That I Would Be a Professional Investor as Soon as I Retire 280 Do I Have a Real Problem, or Do I Just See Monsters in the Closet? 282 Meeting Super Trader Program Students: I’ll Have What They’re Having 283 Transformation 1: Dropping the Pain of Past Projections 284 Original Situation 284 Actions to Achieve Transformation 285 Transformed State 287 Interlude: There’s Money for Everyone 288 Transformation 2: Firsthand Experience of a Benign Universe 289 Original Situation 289 Actions to Achieve Transformation 290 Transformed State 292 Transformation 3: Realizing My Purpose 292 Original Situation 292 Actions to Achieve Transformation 293 Transformed State 295 Transformation 4: Finding a Vehicle That Suits Me 296 Original Situation 296 Actions to Achieve Transformation 297 Transformed State 298 Transformation 5: Become an Active Manager of Emotional States 300 Original Situation 300 Actions to Achieve Transformation 301 Transformed State 303 Bottom Line: Net Winner in Life 305 Chapter 15: A Professional Trader’s Journey beyond the Matrix 307 Curtis Wee My Early Trading Experiences 310 Stumbling on the Van Tharp Institute 312 Key Lesson 1: Taking Personal Responsibility 314 Key Lesson 2: Able to Deal with Thoughts, Emotions, and Actions 315 Key Lesson 3: Knowing My Thoughts Are Not Mine 317 Key Lesson 4: Trusting My Inner Guidance 318 Key Lesson 5: Understanding That the World Is Perfect 318 Key Lesson 6: Knowing My Purpose 320 Key Lesson 7: Reinventing Myself 322 So Where Am I Now? 322 Chapter 16: My Journey to Trading in the Now 325 Thahn Nguyen My Transformation Journey 327 Area 1: My Anxiety or Worry 328 Area 2: My Impatience 330 Area 3: My Fear of Failure or Being Wrong 330 Area 4: Being Overwhelmed 330 Area 5: Tendency to Believe That I’m Always Right 331 Area 6: Trading with No Plan or System 331 How It Happened 333 Where Am I Now? 334 Editor’s Note 336 Chapter 17: Thoughts on Raising Your Level of Consciousness 337 Van K. Tharp, PhD Some Exercises for Trading in the Now 338 Trading in the Now 340 Level IV Transformation 342 Questions on Raising Your Level of Consciousness 344 Chapter 18: Continuing the Journey 349 Van K. Tharp, PhD Area Three: Develop a Personal Business Handbook for Trading/Investing 349 Area Four: Assessing Your Preparation for Trading 355 Area Five: Understand Your Trading Mistakes 360 Appendix: Recommended Readings 363 Appendix: Key Words Defined 367 Appendix: Reference Notes 373 About the Author 381 A Personal Invitation from Dr. Van K. Tharp 383 Index 385

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Book SynopsisThe easy way to grasp and use gamification concepts in business Gamification is a modern business strategy that leverages principles from games to influence favorable customer behavior on the web in order to improve customer loyalty, engagement, and retention.Table of ContentsIntroduction 1 Part I: Basic Training: Grasping the Basics 7 Chapter 1: Gamifi -wha? Introducing Gamification 9 Chapter 2: Head Case: Understanding What Makes Users Tick 23 Chapter 3: Object Lesson: Establishing Business Objectives 37 Chapter 4: Target Practice: Targeting Desired Behaviors 51 Chapter 5: You Win! The Rewards of Rewarding 65 Chapter 6: Game On: Understanding Game Mechanics 93 Part II: Decisions, Decisions: Choosing a Gamification Framework 113 Chapter 7: Freeze Frame: Understanding Gamification Frameworks 115 Chapter 8: Customer-Facing Frameworks 131 Chapter 9: Employee-Facing Frameworks 155 Part III: Getting Your Gamification Program Off the Ground 173 Chapter 10: Choosing a Gamification Provider 175 Chapter 11: Key Expertise for Your Gamification Team 187 Chapter 12: Ready, Set, Go! Configuring and Deploying Gamification Elements 193 Chapter 13: Analyze This: Understanding Analytics 211 Chapter 14: What’s Next: The Future of Gamification 235 Part IV: The Part of Tens 243 Chapter 15: Ten Additional Gamification Resources 245 Chapter 16: Ten Great Gamified Sites and Apps 251 Appendix: Supercharge Your Sales Team with Gamification 257 Index 265

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Book SynopsisThe book that defined the field, updated and expanded for today's organizations Organizational Culture and Leadership is the classic reference for managers and students seeking a deeper understanding of the inter-relationship of organizational culture dynamics and leadership.Table of ContentsAcknowledgments ix Preface xiii Foreword xv About the Authors xxiii Part One: Defining the Structure of Culture 1. How to Define Culture in General 3 The Problem of Defining Culture Clearly 3 Summary and Conclusions 14 Suggestions for Readers 16 2. The Structure of Culture 17 Three Levels of Analysis 17 Summary and Conclusions 29 Suggestions for Readers 30 3. A Young and Growing U.S. Engineering Organization 31 Case 1: Digital Equipment Corporation in Maynard, Massachusetts 31 Summary and Conclusions 42 Suggestions for Readers 43 4. A Mature Swiss-German Chemical Organization 45 Case 2: Ciba-Geigy Company in Basel, Switzerland 45 Can Organizational Cultures Be Stronger than National Cultures? 55 Summary and Conclusions 56 Questions for Readers 59 5. A Developmental Government Organization in Singapore 61 Case 3: Singapore’s Economic Development Board 61 The EDB Nested Cultural Paradigms 63 Summary and Conclusions: The Multiple Implications of the Three Cases 73 Questions for Readers 75 Part Two: What Leaders Need to Know about Macro Cultures 6. Dimensions of the Macro-Cultural Context 81 Travel and Literature 81 Survey Research 82 Ethnographic, Observational, and Interview-Based Research 86 Human Essence and Basic Motivation 96 Summary and Conclusions 102 Questions for Readers 104 7. A Focused Way of Working with Macro Cultures 105 Cultural Intelligence 107 How to Foster Cross-Cultural Learning 109 The Paradox of Macro Culture Understanding 117 Echelons as Macro Cultures 118 Summary and Conclusions 121 Suggestion for the Change Leader: Do Some Experiments with Dialogue 122 Suggestion for the Recruit 123 Suggestion for the Scholar or Researcher 123 Suggestion for the Consultant or Helper 123 Part Three: Culture and Leadership through Stages of Growth 8. How Culture Begins and the Role of the Founder of Organizations 127 A Model of How Culture Forms in New Groups 127 The Role of the Founder in the Creation of Cultures 130 Example 1: Ken Olsen and DEC Revisited 132 Example 2: Sam Steinberg and Steinberg’s of Canada 136 Example 3: Fred Smithfield, a “Serial Entrepreneur” 140 Example 4: Steve Jobs and Apple 142 Example 5: IBM—Thomas Watson Sr. and His Son 144 Example 6: Hewlett and Packard 144 Summary and Conclusions 146 Suggestions for Readers 147 Implications for Founders and Leaders 147 9. How External Adaptation and Internal Integration Become Culture 149 The Socio-Technical Issues of Organizational Growth and Evolution 150 Issues around the Means: Structure, Systems, and Processes 158 Summary and Conclusions 178 Suggestion for the Culture Analyst 179 Suggestion for the Manager and Leader 179 10. How Leaders Embed and Transmit Culture 181 Primary Embedding Mechanisms 183 Secondary Reinforcement and Stabilizing Mechanisms 196 Summary and Conclusions 204 Questions for Researchers, Students, and Employees 206 11. The Culture Dynamics of Organizational Growth, Maturity, and Decline 207 General Effects of Success, Growth, and Age 208 Differentiation and the Growth of Subcultures 211 The Need for Alignment between Three Generic Subcultures: Operators, Designers, and Executives 221 The Unique Role of the Executive Function: Subculture Management 229 Summary and Conclusions 229 Suggestions for the Reader 231 12. Natural and Guided Cultural Evolution 233 Founding and Early Growth 234 Transition to Midlife: Problems of Succession 237 Organizational Maturity and Potential Decline 245 Summary and Conclusions 250 Questions for Readers 251 Part Four: Assessing Culture and Leading Planned Change 13. Deciphering Culture 255 Why Decipher Culture? 255 How Valid Are Clinically Gathered Data? 262 Ethical Issues in Deciphering Culture 263 Professional Obligations of the Culture Analyst 266 Summary and Conclusions 267 Questions for the Reader 269 14. The Diagnostic Quantitative Approach to Assessment and Planned Change 271 Why Use Typologies, and Why Not? 272 Typologies that Focus on Assumptions about Authority and Intimacy 278 Typologies of Corporate Character and Culture 281 Examples of Survey-Based Profiles of Cultures 285 Automated Culture Analysis with Software-as-a-Service 288 Summary and Conclusions 293 Suggestions for the Reader 295 15. The Dialogic Qualitative Culture Assessment Process 297 Case 4: MA-COM—Revising a Change Agenda as a Result of Cultural Insight 298 Case 5: U.S. Army Corps of Engineers Reassessing Their Mission 302 Case 6: Apple Assessing Its Culture as Part of a Long-Range Planning Process 307 Case 7: SAAB COMBITECH—Building Collaboration in Research Units 311 Case 8: Using A Priori Criteria for Culture Evaluation 313 What of DEC, Ciba-Geigy, and Singapore? Did Their Cultures Evolve and Change? 314 Summary and Conclusions 315 Suggestion for the Reader 317 16. A Model of Change Management and the Change Leader 319 The Change Leader Needs Help in Defining the Change Problem or Goal 320 General Change Theory 321 Why Change? Where Is the Pain? 322 The Stages and Steps of Change Management 323 Cautions in Regard to “Culture” Change 337 Summary and Conclusions 339 Suggestions for Readers 341 17. The Change Leader as Learner 343 What Might a Learning Culture Look Like? 344 Why These Dimensions? 349 Learning-Oriented Leadership 350 A Final Thought: Discover the Culture within My Own Personality 354 References 355 Index 367

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Book SynopsisThe world needs more storytellers. Storytelling is an inherently innovative activity. When organizations find their best stories and tell them to the world, they're not only building a reputation, they''re flexing the same muscles that allow them to pivot quickly around crisis or opportunity, and solve problems more creatively. For individuals, crafting stories is the primary way we can make sense of the world and our place in it. The Strategic Storyteller is a comprehensive, practical guide to transformative storytelling. In its pages you will learn how to: Tap into your and your organization''s unique sources of wonder, wisdom, and delight Boost individual and collective creativity Understand the storytelling strategies behind some of the world's most powerful brands Unlock the secrets of the great strategic storytellers of the past Build a place where your stories can live online DTable of ContentsIntroduction Chapter 1 Glamour and Grammar The power of stories This is your brain on good content Strategies of delight The runway and the beltway: informal networks of influence How good content helps us be out best selves Content creates guiding narratives What’s old is new again How to find good stories Chapter 2 The Age of the Educated Consumer Why Politics won’t teach you about marketing The educated consumer Chapter 3 It’s About Human Nature Learning from the best human storytellers Chapter 4 It’s Life Stages, Not Ages: The Generation Myth and the Power of Personalization Data and privacy The evolution of personalization Personalization for B2B Mobile and omni-channel personalization Taking personalization offline Chapter 5 Atomize, Serialize, Magnetize, and Keep Your Velocity Solving for Distribution Velocity is Tranformational Chapter 6 Only Connect: Creativity & Consistency Building a content culture Inspiring organization-wide creativity Individual creativity Connectivity How brands evolve Chapter 7 Content Marketing Applied Part 1 Content marketing applied: The content hub The process of creating a hub Thought Leadership Have a strong visual vocabulary Emerging platforms The best content hubs… Internal communications Chapter 8 Content Marketing Applied Part 2 Knowledge transfer: putting it all together How the industry is changing Chapter 9 Asymmetrical Thinking Afterward: The Future of Storytelling

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Book SynopsisThe essential M&A primer, updated with the latest research and statistics Mergers, Acquisitions, and Corporate Restructurings provides a comprehensive look at the field's growth and development, and places M&As in realistic context amidst changing trends, legislation, and global perspectives. All-inclusive coverage merges expert discussion with extensive graphs, research, and case studies to show how M&As can be used successfully, how each form works, and how they are governed by the laws of major countries. Strategies and motives are carefully analyzed alongside legalities each step of the way, and specific techniques are dissected to provide deep insight into real-world operations. This new seventh edition has been revised to improve clarity and approachability, and features the latest research and data to provide the most accurate assessment of the current M&A landscape. Ancillary materials include PowerPoint slides, a sample syllabus, and a test bank to facilitate training and streamline comprehension. As the global economy slows, merger and acquisition activity is expected to increase. This book provides an M&A primer for business executives and financial managers seeking a deeper understanding of how corporate restructuring can work for their companies. Understand the many forms of M&As, and the laws that govern themLearn the offensive and defensive techniques used during hostile acquisitionsDelve into the strategies and motives that inspire M&AsAccess the latest data, research, and case studies on private equity, ethics, corporate governance, and more From large megadeals to various forms of downsizing, a full range of restructuring practices are currently being used to revitalize and supercharge companies around the world. Mergers, Acquisitions, and Corporate Restructurings is an essential resource for executives needing to quickly get up to date to plan their own company's next moves.Table of ContentsPreface xi Part I: Background Chapter 1: Introduction 3 Recent M&A Trends 3 Terminology 11 Valuing a Transaction 13 Types of Mergers 13 Merger Consideration 14 Merger Professionals 15 Merger Arbitrage 18 Leveraged Buyouts and the Private Equity Market 19 Corporate Restructuring 20 Merger Negotiations 21 Deal Structure: Asset versus Entity Deals 24 Merger Agreement 28 Merger Approval Procedures 29 Deal Closing 31 Short-Form Merger 31 Freezeouts and the Treatment of Minority Shareholders 32 Appraisal Arbitrage 33 Reverse Mergers 34 Chapter 2: History of Mergers 41 Merger Waves 41 First Wave, 1897–1904 43 Second Wave, 1916–1929 48 The 1940s 49 Third Wave, 1965–1969 49 Trendsetting Mergers of the 1970s 54 Fourth Wave, 1984–1989 59 Fifth Wave, 1992–2001 64 Sixth Wave, 2004–2007 68 Chapter 3: Legal Framework 71 Laws Governing Mergers, Acquisitions, and Tender Offers 72 Other U.S. Takeover Rules 85 Takeovers and International Securities Laws 86 U.S. State Corporation Laws and Legal Principles 96 State Antitakeover Laws 99 Regulation of Insider Trading 108 Antitrust Laws 110 Measuring Concentration and Defining Market Share 117 Example of the HH Index 118 European Competition Policy 121 Research Note: Event Studies Methodology 124 M&A Research: Event Studies 124 Chapter 4: Merger Strategy 127 Growth 127 Synergy 136 Operating Synergy 138 Diversification 146 Focus Hypothesis 151 Possible Explanation for the Diversification Discount 152 Do Diversified or Focused Firms Do Better Acquisitions? 156 Other Economic Motives 157 Hubris Hypothesis of Takeovers 168 Do Managerial Agendas Drive M&A? 171 Other Motives 176 Part II: Hostile Takeovers Chapter 5: Antitakeover Measures 183 Management Entrenchment Hypothesis versus Stockholder Interests Hypothesis 184 Rights of Targets’ Boards to Resist: United States Compared to the Rest of the World 185 Preventative Antitakeover Measures 186 Poison Pills 187 Corporate Charter Amendments 199 Changing the State of Incorporation 210 Active Antitakeover Defenses 211 Information Content of Takeover Resistance 234 Chapter 6: Takeover Tactics 237 Preliminary Takeover Steps 238 Tender Offers 245 Advantages of Tender Offers over Open Market Purchases 260 Proxy Fights 267 Chapter 7: Hedge Funds as Activist Investors 279 Macroeconomic Foundations of the Growth of Activist Funds 281 Leading Activist Hedge Funds and Institutional Investors 282 Hedge Funds as Acquirers 288 Hedge Fund Activism and Firm Performance 292 Buyout Premiums: Activist Hedge Funds versus Private Equity Firms 294 Part III: Going-Private Transactions and Leveraged Buyouts Chapter 8: Leveraged Buyouts 305 Terminology 305 Historical Trends in LBOs 306 Management Buyouts 314 Conflicts of Interest in Management Buyouts 318 U.S. Courts’ Position on Leveraged Buyout Conflicts 319 Financing for Leveraged Buyouts 328 Returns to Stockholders from LBOs 336 Returns to Stockholders from Divisional Buyouts 337 Empirical Research on Wealth Transfer Effects 342 Protection for Creditors 343 Intra-Industry Effects of Buyouts 344 Chapter 9: The Private Equity Market 345 History of the Private Equity and LBO Business 345 Private Equity Market 346 Computing Private Equity Internal Rates of Return 360 Characteristics of Private Equity Returns 361 Replicating Private Equity Investing 365 Board Interlocks and Likelihood of Targets to Receive Private Equity Bids 366 Secondary Market for Private Equity Investments 366 Chapter 10: High-Yield Financing and the Leveraged Loan Market 369 History of the Junk Bond Market 369 Leveraged Loan Market 380 Stapled Financing 383 Part IV: Corporate Restructuring Chapter 11: Corporate Restructuring 389 Divestitures 392 Divestiture and Spinoff Process 403 Managerial Ownership and Sell-Off Gains 408 Activists and Sell-Offs 408 Shareholder Wealth Effects of Spinoffs: U.S. versus Europe 417 Equity Carve-Outs 424 Voluntary Liquidations or Bust-Ups 430 Tracking Stocks 431 Master Limited Partnerships and Sell-Offs 433 Chapter 12: Restructuring in Bankruptcy 437 Types of Business Failure 438 Causes of Business Failure 439 Bankruptcy Trends 444 U.S. Bankruptcy Laws 448 Reorganization versus Liquidation 449 Reorganization Process 450 Benefits of the Chapter 11 Process for the Debtor 457 Prepackaged Bankruptcy 461 Workouts 465 Corporate Control and Default 470 Liquidation 471 Investing in the Securities of Distressed Companies 472 Chapter 13: Corporate Governance 477 Structure of Corporations and Their Governance 477 CEO Severance Payments 494 Managerial Compensation, Mergers, and Takeovers 494 CEO Compensation and Power 495 Golden Parachutes 499 Compensation Characteristics of Boards That are More Likely to Keep Agency Costs in Check 501 Role of the Board of Directors 502 Antitakeover Measures and Board Characteristics 512 Disciplinary Takeovers, Company Performance, CEOs, and Boards 515 Merger Strategy and Corporate Governance 516 CEO Compensation and M&A Programs 516 Do Boards Reward CEOs for Initiating Acquisitions and Mergers? 516 CEO Compensation and Diversification Strategies 517 Agency Costs and Diversification Strategies 518 Interests of Directors and M&As 519 Managerial Compensation and Firm Size 520 Corporate Control Decisions and Their Shareholder Wealth Effects 521 Does Better Corporate Governance Increase Firm Value? 522 Corporate Governance and Competition 523 Executive Compensation and Postacquisition Performance 524 Mergers of Equals and Corporate Governance 525 Chapter 14: Joint Ventures and Strategic Alliances 535 Contractual Agreements 535 Comparing Strategic Alliances and Joint Ventures with Mergers and Acquisitions 536 Joint Ventures 536 Strategic Alliances 542 Chapter 15: Valuation 551 Valuation Methods: Science or Art? 553 Managing Value as an Antitakeover Defense 553 Benchmarks of Value 554 How the Market Determines Discount Rates 566 Valuation of the Target’s Equity 579 Marketability of the Stock 579 Takeovers and Control Premiums 583 Valuation of Stock-for-Stock Exchanges 588 Shareholder Wealth Effects and Methods of Payment 589 Exchange Ratio 595 Fixed Number of Shares versus Fixed Value 602 Merger Negotiations and Stock Offers: Halliburton versus Baker Hughes 603 International Takeovers and Stock-for-Stock Transactions 603 Desirable Financial Characteristics of Targets 604 Chapter 16: Tax Issues in M&A 613 Financial Accounting for M&As 614 Taxable versus Tax-Free Transactions 614 Tax Consequences of a Stock-for-Stock Exchange 617 Asset Basis Step-Up 618 Changes in the Tax Laws 619 Role of Taxes in the Merger Decision 620 Role of Taxes in the Choice of Sell-Off Method 622 Organizational Form and M&A Premiums 622 Capital Structure and Propensity to Engage in Acquisitions 623 Taxes as a Source of Value in Management Buyouts 624 Miscellaneous Tax Issues 625 Glossary 631 Index 643

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Book SynopsisThe flurry of M&A deals announced in 2011, including AT&T's agreement to acquire T-Mobile USA, ConAgra's proposed bid for Ralcorp, and eBay's acquisition of GSI Commerce, indicate that M&A has returned, and is perhaps headed back to the levels seen before the financial crisis.Table of ContentsPreface Xi About the Author Xv Introduction Xvii Part I The Strategic Drivers 1 1 M&A Overview 3 Chapter summary 3 What types of M&A are there? 3 How much should we pay? 5 Most mergers fail 7 Define success 10 The M&A process 10 Strategic M&A process 14 Strategy: linking pre-deal and post-deal strategy 15 2 Integration Overview 19 Chapter summary 19 Integration objective 20 What is integration? 21 Integration strategies 22 Reason for success 23 Will we succeed? 27 Learning from mergers 28 Different mergers at different stages of the company life cycle 33 What should we expect during the integration? 34 Transforming the business 36 3 Planning For Integration 39 Chapter summary 39 Model for integration planning 40 Integration checklist 44 What is 100 day planning? 45 Day 1 58 Information 61 Bringing the companies together 63 Planning for “the dip” in productivity and service 64 Review integration readiness 67 4 Integration Drivers 71 Chapter summary 71 What are synergies? 72 How deep to cut 74 The principles of integration 75 Budget for integration 83 Integration tracking 85 2nd wave integration 86 5 Integration Governance Or Structure 89 Chapter summary 89 Put people in place 90 Responsibility and accountability 93 Controls in place at different levels 94 Board tracking of integration 94 Agree reporting requirements 95 Teaching integration in our company 98 Integration standards, tool kits, process 99 Risk workshop and risk management 100 Track progress 104 6 Delivery – “Integration Management” 109 Chapter summary 109 Mobilize a merger team 110 Strategic delivery of integration 110 Roll out new procedures for managing projects 111 Integration Management Office 113 Integration management 115 Strategic plans, parallel planning process, detailed plans 120 Part II The Functions 125 7 Finance 127 Chapter summary 127 Links with other parts of the integration 128 Finance readiness review 130 Financial integration strategies 132 Learning points for "Finance 136 Outsourcing 137 Financial basics 141 Financial risk management 144 Benchmarks, key performance indicators 144 What infrastructure is needed? 145 Finance organization – people 146 Processes and IT 146 8 IT 151 Chapter summary 151 IT perspective day 1 152 Assess readiness for integration 152 IT and integration strategy 154 Reasons for change in IT during a merger 156 Level of integration 157 Links with other parts of the integration 158 Issues during an integration 162 Do the basics 168 Integrate or consolidate systems 172 IT integration success 173 IT integration checklist 177 9 Human Resources 179 Chapter summary 179 HR for the integration (outside HR) 180 HR checklist 199 HR for the HR integration 200 10 Communications 205 Chapter summary 205 Management communications 208 Communications overview 210 Communications for the whole integration 214 Communications perspective day 1 219 The integration of communications 220 11 Sales and Marketing 223 Chapter summary 223 Links with other parts of the integration 226 Sales and marketing overview 227 Brand 235 Culture of sales and marketing 239 Communication planning 240 Integration of sales 241 Integration of marketing 243 Customer perspective day 1 244 Revenue generation 245 12 Supply Chain 249 Chapter summary 249 Supply chain perspective day 1 250 Level of integration – how far to integrate 250 Links with other parts of the integration 250 Operating synergies 254 Process review 256 Management controls 257 Supply chain overview 258 Revenue 264 13 Head Office and Property 267 Chapter summary 267 Head office consolidation 268 Property, level of integration – how far to integrate 269 Property integration 270 14 Procurement, R&D, Legal, HSSE 273 Chapter summary 273 Procurement 273 R&D 277 Legal 280 HSSE (Health, Safety, Security, Environment) 281 15 Book Summary 283 Tying it all together 283 The “chain of events” 283 Could we be better prepared for our integration? 284 The killer insights for integration 284 Appendices 293 Appendix 1 – Integration Training 295 Appendix 2 – Culture Difference Assessment 297 Appendix 3 – People In The Book 299 Index 301

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Book SynopsisEmpowerment produces the conditions for high performance. Especially for middle managers and below. Empowered cultures attract and retain talent. They produce high achievement, high accountability and high commitment.Table of ContentsPrologue: To Read or Not to Read ix Introduction: Why Empowerment Now and Again xv 1 Managers in the Middle 1 Part One Politics in the Workplace—Rekindling the Entrepreneurial Spirit 7 2 Personal Choices That Shape the Work Environment 9 The Road Most Traveled 9 Now You See It, Now You Don’t 11 Choosing an Entrepreneurial Path 12 When to Play It Safe 19 3 A Culture of Empowerment 21 The Bureaucratic Cycle 22 The Entrepreneurial Cycle 24 The Patriarchal Contract 26 Myopic Self-Interest: The Myth That Advancement and Self-Esteem Are Related 35 Manipulative Tactics 50 4 The Empowerment Choice 59 The Entrepreneurial Contract 66 Enlightened Self-Interest 78 Authentic Tactics 87 Part Two Positive Political Skills at Work 97 5 Creating a Vision of Greatness 99 Claiming Our Autonomy by Creating a Vision 99 What Is a Vision and Why Is It Important? 100 Creating the Vision 106 Communicating Our Vision 117 Coaching Others in Creating Their Vision 119 6 Negotiating with Allies and Adversaries 127 The Critical Skills: Negotiating Agreement and Negotiating Trust 128 7 Balancing Autonomy and Interdependence 151 Political Scripts 153 The Right Use of Scripts 167 Interdependence 169 Autonomy and Interdependence 171 Finding Peace with the Boss 172 8 Facing Organizational Realities 177 Nonsuicidal Courageous Acts 179 9 Enacting the Vision 187 Moving Toward Tension 188 Final Thoughts 189 Annotated Bibliography 195 About the Author 197 Acknowledgments 199 Index 201

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Book SynopsisDr Eliza Filby is a historian, author and expert on generational changes in society. Her writing has been published in The Times, The Guardian, the Financial Times and the New Statesman, amongst other publications. In 2022, she was awarded the Europa Forum's Millennial Leaders Award for her research on generations. She has taught at the University of Warwick, King's College London and Renmin University, Beijing, and sits on the board at Mission Group as a non-executive director. She is the host of the It's All Relative podcast and author of the popular #MajorRelate newsletter. She grew up in Tooting, south London, where she still lives with her husband and two children.

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Book SynopsisWith a new foreword by Paul Kelly 'I regard Hayek's work as a new opening of the most fundamental debate in the field of political philosophy' â Sir Karl Popper 'This promises to be the crowning work of a scholar who has devoted a lifetime to thinking about society and its values. The entire work must surely amount to an immense contribution to social and legal philosophy' - Philosophical Studies Law, Legislation and Liberty is Hayek's major statement of political philosophy and one of the most ambitious yet subtle defences of a free market society ever written. A robust defence of individual liberty, it is also crucial for understanding Hayekâs influential views concerning the role of the state: far from being an innocent bystander, he argues that the state has an important role to play in defending the norms and practices of an ordered and free society. His arguments had a profound iTable of ContentsForeword to the Routledge Classics Edition Consolidated Preface Introduction Volume I Rules and Order 1.Reason and Evolution 2. Cosmos and Taxis 3. Principles and Expediency 4. The Changing Concept of Law 5. Nomos: The Law of Liberty 6. Thesis: The Law of Legislation Notes Volume 2 The Mirage of Social Justice 7. General Welfare and Particular Purposes 8. The Quest for Justice 9. 'Social’ or Distributive Justice 10. The Market Order or Catallaxy 11. The Discipline of Abstract Rules and the Emotions of the Tribal Society Notes Volume 3 The Political Order of a Free People 12. Majority Opinion and Contemporary Democracy 13. The Division of Democratic Powers 14. The Public Sector and the Private Sector 15. Government Policy and the Market 16. The Miscarriage of the Democratic Ideal: A Recapitualation 17. A Model Constitution 18. The Containment of Power and the Dethronement of Politics Epilogue: The Three Sources of Human Values Notes Index of Authors cited in Volumes 1-3 Subject index to Volumes 1-3

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Book SynopsisEffective communication is vital to science, engineering and business management. This book gives clear, practical advice illustrated with real-life examples on how to select, organize and present information in reports, papers and other documents.Trade Review'An excellent technical writing textbook.' - Chartered Quantity Surveyor'...a manual for technical writers that belongs on any author's bookshelf.' - The Midwest Book Review'...well written and well produced...' - Times Higher Education Supplement'Marvellous book!...excellent guidance. There is much sense in this book....an excellent primer.' - Annals of Clinical BiochemistryTable of ContentsWriting is communicating: revising basic assumptions. Thinking about aim and audience. Starting to write: a practical approach. Organization and layout of information. The use of headings and numbering. Algorithms for complex possibilities and procedures. Style for readability. Writing with a computer. Informative summaries. Choosing and using tables, illustrations and graphic presentation techniques. Writing instructions. Writing descriptions and explanations. Writing letters and memoranda. Writing minutes and reports of proceedings. Writing in examinations. Appendices. Index.

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The Road to Serfdom remains one of the all-time classics of twentieth-century intellectual thought. For over half a century, it has inspired politicians and thinkers around the world, and has had a crucial impact on our political and cultural history. With trademark brilliance, Hayek argues convincingly that, while socialist ideals may be tempting, they cannot be accomplished except by means that few would approve of. Addressing economics, fascism, history, socialism and the Holocaust, Hayek unwraps the trappings of socialist ideology. He reveals to the world that little can result from such ideas except oppression and tyranny. Today, more than fifty years on, Hayek's warnings are just as valid as when The Road to Serfdom was first published.

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Book SynopsisFilled with in-depth insight and expert advice, The Vital Few vs. The Trivial Many will open your eyes to a new way of looking at the investment world, especially the stock market. You''ll discover how to look past media hype to discern what the Vital Few or corporate insidersthose who know their companies bestare doing. By explaining which information is accurate and valuable, as opposed to that which is misleading and financially hazardous, investment professional George Muzea will show you how to successfully and intelligently evaluate the stock market and find valuable gems that have yet to be discovered by the masses.Table of ContentsPreface. Acknowledgments. Introduction. Chapter 1: Key Reasons Investors Lose Money. Chapter 2: Solution to Mistake #1: Use the Right Strategy. Chapter 3: Solution to Mistake #2: Understand the Correct Way to Follow Market Letter Writers and Media Experts. Chapter 4: Solution to Mistake #3: Know When the Odds of Investment Success Are in Your Favor. Chapter 5: Insiders, The Vital Few. Chapter 6: Divergence Is the Key to Following The Vital Few. Chapter 7: Examples of The Vital Few versus The Trivial Many. Chapter 8: Sharpening Your Ability to Process Investment Information From Print and Television Media. Chapter 9: Increasing Your Knowledge of When to Buy Stocks and When to Stay on the Sidelines. Chapter 10: How to Find Information on The Vital Few and The Trivial Many. Chapter 11: Technical Analysis and Insider Trading. Chapter 12: Risks and Rewards of Being a Contrarian Investor. Chapter 13: The Magic T: The Complete Strategy for Making Consistent Money In the Stock Market. Chapter 14: Examples of the Magic T in Action. Epilogue: Combining George Soros’ Reflexivity Theory with The Vital Few versus The Trivial Many. Appendix A: For Short Sellers (Handle with Caution). Appendix B: For Investors Who Like to Buy Stock Bottoms. Appendix C: For Investors Who Don’t Want to Buy Only Stocks. Appendix D: Tweaking the Magic T. Glossary. Index.

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Book SynopsisThis text explains, with the use of diagrams, how one can profit from the volatility (or lack of it) of the price of an instrument, irrespective of the direction of the price. It discusses the connection between volatility and options without recourse to complex maths.Table of ContentsAn Introduction to the Concept of Volatility Trading. A Review of Some Basic Concepts. The Price Profile of Derivatives before Expiry. The Simple Long Volatility Trades. The Short Volatility Trade. Using Put Options in Volatility Trade. Managing Combinations of Options. More Complex Aspects of Volatility Trading. Appendix. Index.

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Book SynopsisSoftware development failures are invariably caused by a combination of circumstances -- circumstances that are rarely technical in origin. Increasingly, standard risk management practices used in other industries are being applied to software development projects.Trade Review"Managing Software Quality and Business Risk addresses itself to software project leaders, managers and technicians alike, pulling them temporarily away from their own discipline and encouraging them to view the gestalt of project planning. You get an overview of what each of these areas of expertise has to offer: a technician, for example, might learn the importance and practicality of risk planning first, followed by quality planning. (The software project team that does not calculate for the eventualities of many kinds of failure is re-enacting a tragedy of Shakespearean proportions.) The unifying theme is studying and perfecting the planning process, and ensuring that your project plan has minimised associated risks and maximised quality. The style is clear, and though the writing is studded with a fair amount of jargon, it clearly lays out management information and perspectives. On the practical side, the author takes you through several techniques and introduces insights from those skilled in coping with market forces or with service users, often underestimated, misunderstood or completely ignored by programmers. There are plenty of interesting, well-designed grey tone charts and diagrams that instantly bring to the fore the subject or strategy being developed, and examples are given throughout. This is a book that is best approached as a good, thought-provoking read rather than as a reference.--" -Wilf Hey , Amazon.co.ukTable of ContentsINTRODUCTION BUILDING THE BOAT ICEBERGS AHEAD! BUSINESS RISK PLANNING FOR RISK MANAGEMENT SOFTWARE QUALITY RIVETS OR WELDING? PLANNING FOR QUALITY ACHIEVEMENT IS IT WATERTIGHT? PLANNING FOR QUALITY CONTROL STOPPING THE RUST: PLANNING FOR QUALITY PRESERVATION PUSHING THE BOAT OUT: CREWING AND PROVISIONING THE HAND ON THE TILLER AND THE CAPTAIN'S LOG BLOCKS ON THE SLIPWAY DIARY OF A VOYAGE RESUME OF THE PLANNING PROCESS GLOSSARY INDEX

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Book SynopsisNo other book provides an overview of the investment process by such a diverse spread of investors with so much top-notch effort to make their ideas accessible to the average investor. This book showcases investment superstars, featuring their stories and strategies.Table of ContentsGrowth: Flying High. Value: Buying into Weakness. Quantitative: The Automated Investor. Index Funds: "If You Can't Beat 'Em..." Emerging Markets: Braving the Frontier. Fixed Income: Betting on Bonds. Asset Allocation: Ninety Percent of the Game. Risk and Investor Psychology: Worth the Risk. Notes. Bibliography. Index.

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Book SynopsisIn Traction, serial entrepreneurs Gabriel Weinberg and Justin Mares give startups the tools for generating explosive customer growth''Anyone trying to break through to new customers can use this smart, ambitious book''Eric Ries, author of The Lean StartupMost startups don''t fail because they can''t build a product. Most startups fail because they can''t get traction.Building a successful company is hard. Smart entrepreneurs know that the key to success isn''t the originality of your offering, the brilliance of your team, or how much money you raise. It''s how consistently you can grow and acquire new customers. Traction will teach you the nineteen channels you can use to build a customer base, and offers a three-step framework to figure out which ones will work best for your business. No matter how you apply them, the lessons and examples in Traction will help you create and sustain the growth your business desperately needs. ''Here is the inside scoop, the latest, most specific tactics from the red-hot centre of the Internet marketing universe. From someone who has done it. Twice''Seth Godin, author of LinchpinTrade ReviewAnyone-founders, managers, and executives-trying to break through to new customers can use this smart, ambitious book -- Eric Ries, author of The Lean StartupThe question every founder asks after shipping is always: how do I get traction? This book actually answers it -- Alexis Ohanian, cofounder of redditThe entrepreneurs who walk out of our offices with term sheets walk into them with Traction. It's a pragmatic guide to solving the entrepreneur's number one challenge -- Fred Wilson, partner at USVTraction is a critical guide for entrepreneurs looking to grow and scale their businesses * Patrick Vlaskovits, bestselling author of The Lean Entrepreneur *This is a must-have, essential book if you want to be good at growth * Aaron Ginn, Growth at StumbleUpon *Traction is an absolute must. The Bullseye Framework Gabe and Justin layout is probably the greatest tool in my catalog over the past year. Whether you are a seasoned entrepreneur or just getting started, Traction offers a framework that creates efficiency, clarity, and focus. Traction is equal to and should be read alongside The Lean Startup * Adam Kearney, Founder & CEO, Saunter *Traction belongs on every startup founder's bookshelf. I'm buying copies for the CEOs of my current angel investments * Kevin Dewalt, Angel Investor *A common question I get is: 'How do I know if my business is getting traction, or how do I get traction for my business, or how do I get users?' Traction answers all of these questions and more -- James Altucher, author of Choose Yourself.

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Book SynopsisHow leaders can use the right story at the right time to inspire change and action This revised and updated edition of the best-selling book A Leader''s Guide to Storytelling shows how storytelling is one of the few ways to handle the most important and difficult challenges of leadership: sparking action, getting people to work together, and leading people into the future. Using myriad illustrative examples and filled with how-to techniques, this book clearly explains how you can learn to tell the right story at the right time. Stephen Denning has won awards from Financial Times, The Innovation Book Club, and 800-CEO-READ The book on leadership storytelling shows how successful leaders use stories to get their ideas across and spark enduring enthusiasm for change Stephen Denning offers a hands-on guide to unleash the power of the business narrative. Table of ContentsPreface ix Introduction 1 The purpose of the book and the process by which it came to be written Part One: The Role of Story in Organizations 15 1 Telling the Right Story: Choosing the Right Story for the Leadership Challenge at Hand 17 Based on the author’s personal journey of discovery, the chapter offers a catalogue of narrative patterns and a cost-benefit analysis of organizational storytelling 2 Telling the Story Right: Four Key Elements of Storytelling Performance 40 In an organizational context, telling the story right usually begins by choosing a plain style in which you tell the story as though you are talking to a single individual. You tell the truth as you see it, and prepare carefully for the performance. In the actual performance, you make yourself fully available for the audience and endeavor to connect with them as individuals Part Two: Eight Narrative Patterns 57 3 Motivate Others to Action: Using Narrative to Ignite Action and Implement New Ideas 59 The challenge of igniting action and implementing new ideas is pervasive in organizations today. The main elements of the kind of story that can accomplish this—a springboard story—are the story’s foundation in a sound change idea, its truth, its minimalist style, and its positive tone 4 Build Trust: Using Narrative to Communicate Who You Are 89 Communicating who you are and so building trust in you as an authentic person is vital for today’s leader. The type of story that can accomplish this typically focuses on a turning point in your life. It has a positive tone and is told with context. Sometimes it is appropriate to tell your story, but sometimes it isn’t 5 Use Narrative to Build Your Brand: The World of Social Media 109 Just as a story can communicate who you are, a story can communicate who your company is. Stories that the company tells about its brand are becoming less important than stories that customers tell. The products and services that are being offered are often the most effective vehicle to communicate the brand narrative to external stakeholders 6 Transmit Your Values: Using Narrative to Instill Organizational Values 126 Values differ: there are robber baron, hardball, instrumental, and ethical values; there are personal and corporate values, and espoused and operational values. Values are established by actions and can be transmitted by narratives like parables that are not necessarily true and are typically told in a minimalist fashion 7 Get Others Working Together: Using Narrative to Get Things Done Collaboratively 151 Different patterns of working together include work groups, teams, communities, and networks. Whereas conventional management techniques have difficulty in generating high-performing teams and communities, narrative techniques are well suited to the challenge 8 Share Knowledge: Using Narrative to Transmit Knowledge and Understanding 181 Knowledge-sharing stories tend to be about problems and have a different pattern from the traditional well-told story. They are told with context, and have something traditional stories lack: an explanation. Establishing the appropriate setting for telling the story is often a central aspect of eliciting knowledge sharing stories 9 Tame the Grapevine: Using Narrative to Neutralize Gossip and Rumor 205 Stories form the basis of corporate culture, which is a type of know-how. Although conventional management techniques are generally impotent to deal with the rumor mill, narrative techniques can neutralize untrue rumors by satirizing them out of existence 10 Create and Share Your Vision: Using Narrative to Lead People into the Future 228 Future stories are important to organizations, although they can be difficult to tell in a compelling fashion since the future is inherently uncertain. The leader can tell a future story in an evocative fashion or use a springboard story as a shortcut to the future. The differences among simulations, informal stories, plans, business models, strategies, scenarios, and visions are reviewed Part Three: Putting It All Together 251 11 Solve the Paradox of Innovation: Using Narrative to Transform Your Organization 253 None of the traditional approaches to transformational innovation actually works. Solving the paradox of innovation requires rethinking the whole concept of management. Storytelling has a major role to play 12 A Different Kind of Leader: Using Narrative to Become an Interactive Leader 269 Effective use of the full array of narrative techniques entails becoming an interactive leader, that is, a kind of leader quite different from a conventional commandand-control manager. The interactive leader is someone who participates, connects, and communicates with people on a plane of equality and is relatively free of ego Notes 295 Bibliography 315 Acknowledgments 327 About the Author 329 Index 331

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Book SynopsisAuthored by acknowledge experts in the field, this book helps traders understand options on futures and arms them with cutting-edge strategies and techniques for making the most of these incredibly versatile instruments. The authors cover all key trades, including credit spreads, ratio spreads, calendar spreads, and more.

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Book SynopsisA stock's share price is often traded not for what it is worth but for what investors think it is worth. Institutional investors are increasingly looking at the rapidly expanding area of behavioural finance before making an investment decision. This book links the theory of behavioural finance with applications in financial products.Trade Review"...The finding is surprising, as the City is notoriously full of arrogant young men betting on financial markets…Mr Montier has unearthed bizarre facts which suggest stock markets are frequently driven by entirely irrational factors..." (The Daily Telegraph 25 November 2002) "...In a new book, James Montier…outlines practical methods for exploiting the anomalies thrown up by behavioural finance..." (Financial Times, 25 November 2002) "…a good introduction to this subject…." (Professional Investor, March 2003)Table of ContentsPreface. Introduction. 1. Psychological Foundations. Introduction. Biases of Judgement or Perception is Reality. Errors of Preference or There is No Such Thing as Context-free Decision Making. Conclusions. 2. Imperfect Markets and Limited Arbitrage. Introduction. Ketchup Economics. Efficiency and LOOP. Stock Market. Other Markets. Imperfect Substitutes. Limited Arbitrage. Positive Feedback Trading. Risk Management and Limited Arbitrage. On the Survival of Noise Traders. Informational Imperfections. Conclusions. 3. Style Investing. Introduction. The Data. The History. Potential Gains to Style Rotation. Life Cycle of an Investment Style. Value vs. Growth: Risk or Behavioural? Style Rotation. Quantitative Screens. Timing the Switch. Conclusions. 4. Stock Valuation. Introduction. Keynes' Beauty Competition. The (Ir)relevance of Fundamentals. Valuation and Behavioural Biases. Cost of Capital. Factors from Limited Arbitrage. An Analyst's Guide. 5. Portfolio Construction and Risk Management. Introduction. Covariances. Correlations. Distribution of Returns. Fat Tails or Outliers? 6. Asset Allocation. Introduction. Markets and Fundamentals. Dividend Yield, Spreads and Ratios. Earnings Yield, Spreads and Ratios. Payout Ratio. The Equity Risk Premium. Should Corporate Financiers be Running TAA? Market Liquidity. Crashes as Critical Points. 7. Corporate Finance. Introduction. Irrational Managers/Rational Markets. Rational Managers/Irrational Markets. Conclusions. 8. The Indicators. Introduction. Liquidity Measures. Sentiment Measures. Asset Allocation Measures. Earnings Measures. Technical Measures. Others. Final Thoughts. Bibliography. Index.

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Book SynopsisToday, corporations are expected to give something back to their communities in the form of charitable projects. In Corporate Social Responsibility, Philip Kotler, one of the world''s foremost voices on business and marketing, and coauthor Nancy Lee explain why charity is both good P.R. and good for business. They show business leaders how to choose social causes, design charity initiatives, gain employee support, and evaluate their efforts. They also provide all the best practices and cutting-edge ideas that leaders need to maximize their contributions to social causes and do the most good. With personal stories from twenty-five business leaders from socially responsible companies, this is the bible for today''s good corporate citizen.Trade Review"An excellent starting point…" (Long Range Planning, August 2006)Table of ContentsAcknowledgments. Introduction. 1. The Case for Doing at Least Some Good. 2. Corporate Social Initiatives: Six Options for Doing Good. 3. Corporate Cause Promotions: Increasing Awareness and Concern for Social Causes. 4. Cause-Related Marketing: Making Contributions to Causes Based on Product Sales. 5. Corporate Social Marketing: Supporting Behavior Change Campaigns. 6. Corporate Philanthropy: Making a Direct Contribution to a Cause. 7. Community Volunteering: Employees Donating Their Time and Talents. 8. Socially Responsible Business Practices: Discretionary Business Practices and Investments to Support Causes. 9. Twenty-five Best Practices for Doing the Most Good for the Company and the Cause. 10. A Marketing Approach to Winning Corporate Funding and Support for Social Initiatives: Ten Recommendations. Notes. Index.

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Book SynopsisBoost Your Nonprofit''s Success! Written by a sterling group of experts for their nonprofit peers, Major Donors: Finding Big Gifts in Your Database and Online supplies all types of nonprofit organizations with the best strategies for navigating the ever-changing world of fundraising on the Internet. Truly international in its examples, research, advice, and knowledge, this book is rich with avenues and ideas about approaching prospective givers--and generous with cross-cultural tips about conducting cultivation and solicitation in various countries. At last, a practical book that helps us move our thinking in the critical future area of major gift fundraising. As one of the oldest techniques in the fundraiser''s armory, we have sat for too long using the same frameworks and techniques; this book offers new thinking, new insights, and new approaches that will help fundraisers harness the potential of the growing band of high-net-worth individuals Table of ContentsForeword. Introduction. Chapter 1. Prospecting for Major Gifts (Pamela Gignac and Ken Wyman). Introduction. Prospect Research: Background and Key Elements. Prospect Researchers and Fundraisers Together. Big Gifts and Major Gifts. Prospecting. Research Techniques and Information Sources. Where Do We Go from Here? Conclusion. Chapter 2. Knowledge Management, Data Mining, and Prospect Screening (Jeff Gignac and Chris Carnie). Introduction. Definitions. Knowledge Management. Introduction to Data Mining and Prospect Screening. Tracking Prospects. Conclusion. Chapter 3. Why Bill Gates May Not Be Your Best Prospect (Peter B. Wylie and David M. Lawson). Three Important Concepts: Ability, Attachment, and Affinity. How to Generate a List of High-Quality Prospects for Your Campaign. Chapter 4. Prospect Research Policy, Privacy, and Ethics (Stephen Lee and Susan Mullin) Policy, Ethics, and Prospect Research. Ethical and Professional Practice Considerations. Data Protection Regulation: The European Approach. Notification and Registration. Conformity with Data Protection Principles. Consent. Data Protection Regulation: The North American Approach. Applying Privacy Principles to Prospect Research. The Role of Professional Associations and Intermediary Bodies. Chapter 5. U.S. and Canadian Strategies (Pamela Gignac and Kristina Carlson). A Tale of Perspectives. Strategies for Research and Approach. Prospect Research Strategies. Sources. Case Study: Researching a Major Donor From Florida, From Canada. Privacy. Trends. Chapter 6. International Strategies—Europe and Asia (Chris Carnie and Sarah Boodleman Tenney). Introduction. Europe. Finding European Prospects. Getting Over the Barriers. Europe: A Valued Friend. As For Asia. Getting the Basics Right. Specific Things to Know. Getting Over Barriers. Other Places to Look for Information. Conclusion. Chapter 7. Your Web Site—What Does It Say to Major Donors? (Howard Lake). Introduction. The Trend Continues. The Personal Approach. Needs and Concerns of Major Donors. Attracting Donors. Key Elements of Major Gift Fundraising Online. Chapter 8. An Internet Strategy for Major Donor Fundraising (Anthony Powell). Introduction. Understanding the Fundamentals of Major Giving. Collecting Information and Learning More about Prospects. Sharing Information and Building Relationships. Conclusion. Chapter 9. Using Gathered Information Effectively within Your Staff and Volunteer Teams (Nancy Johnson and Pamela Gignac). Introduction. Fundraising and Prospect Research Cycle. Personal Intelligence Gathering (PIG). Prospect Screening and Review. The Importance of Information Relevant to Campaign Goals. Capturing Information. Other Ways to Keep Team Members Updated. Lessons Learned Using Screening Companies in the United States. Overall Pitfalls of Research. Conclusion. Chapter 10. Moving from Prospect Identification to Making Friends for Life (Andrew Thomas and Ken Burnett). Panning for Gold. Moving from Desk Research to Solicitation. Prospecting. Enlistment. Making New Friends. Cultivation. Are You Ready to Ask? Stewardship: Turning Donors into Friends for Life. Chapter 11. Results Analysis and Performance Measurements (James M. Greenfield). Fundraising Is an Investment Strategy. Evaluating Prospect Research. Criteria for Results. Evaluating Research Used in Major Gifts and Campaigns. Evaluating Donor Stewardship and Recognition. Conclusion. Additional Resources. Chapter 12. Challenges for Tomorrow (Chris Carnie). Introduction. Major Donors: Major Change. Prospect Research: The Next Revolution. APPENDIX A: The CSA Model Code for the Protection of Personal Information. APPENDIX B: Data Mining and Prospect Screening Checklist. APPENDIX C: Checklist for a Development Strategy. APPENDIX D: Sample Contact Forms. APPENDIX E: ePhilanthropy Code of Ethical Online Philanthropic Practices. APPENDIX F: Potential Planning Measurements for Results. APPENDIX G: Sample Job Description Text. APPENDIX H: Data Grid for Estimating Giving Capacity. APPENDIX I: Activity Reports. APPENDIX J: Sample Contact Report. APPENDIX K: Performance Criteria for Major Gift Staff. APPENDIX L: Nine-Point Performance Index Analysis of Major Gift Solicitation. APPENDIX M: Checklist for Major Gift Acknowledgment. APPENDIX N: Prospect Research Online. APPENDIX O: Donor Development and Prospect Research Recommended Additional Readings. Index.

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Book SynopsisInviting you to rethink who you are, what you value, and what you want from life, this title shows how to reinvent yourself and create your own brand, and investigates what it means to live in this world as a tuned in, caring individual with a passion for making a difference.Trade Review"Kelly fans will love it." -- OK! magazine "Normal Gets You Nowhere is bursting with her trademark punk-rock spiritual fierce philosophy and indispensable advice for anyone starting out in the world, new grads, dreamers and those who might just need a dose of Kelly to push them forward." -- ashadedviewonfashion.com

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Book SynopsisGetting Rich Your Own Way outlines and explains practical, proven, fast-acting processes and principles that have been used by men and women around the world to move from financial frustration to success and affluence.Table of ContentsPreface. Introduction. The Difference between Success and Failure. Starting with Nothing. You Can Do It. The Difference between Rich and Poor. A Real Eye Opener. The Miracle of Compound Interest. You Can Learn What You Need to Learn. 1. Learn How to Become Rich. Why People Don’t Become Rich. Five Ways to Stay Poor. Five Ways to Become Rich. Definition of Wealth. Find a Need and Fill It. Big Fortunes from Small Ideas. One Idea Is All You Need. Maximize Your Assets. Become a No-Limit Person. 2. Become a Money Magnet. Change Your Thinking, Change Your Life. All Causation Is Mental. Expect the Best. Become a Living Magnet. As Within, So Without. The Laws Are Neutral. What You Put In Determines What You Get Back. Negative Thinking Drives Money Away. Think Like the Rich Think. Settle In for the Long Haul. Learn What You Need to Learn. The Great Truth. You Will See It When You Believe It. Resolve to Pay the Price. Not for Everyone. Get Serious. Take Charge of Yourself. You Must Want It Badly Enough. Your Reasons Why. Make Your Goals Specific. Think Long-Term. Give Yourself a Raise. The Magic of Visualization. Control Your Inner Dialogue. Practice Affirmations. You Can Do It. Feed Your Mind with Mental Protein. Get Around the Right People. Sleep On It. Imagine Your Ideal Life. The Golden Hour. Million-Dollar Habits. The Rudder of the Day. 3. Invest for Success. The Financial Planning Stool. Invest the Way the Wealthy Invest. Your Own Business. Income-Producing Real Estate. Land Held for Development. Liquid Investments. Stocks and Bonds. Investment Alternatives Available to You. Where to Put Your Money Conservatively. Investing in the Stock Market. Mutual Fund Investing. Different Ways to Invest. Guard Your Money Carefully. 4. Start with Nothing. The Golden Chains. The Statistics Are Dreadful. Four Steps to Financial Success. Five Ways to Become Wealthy. The Starting Point of Riches. Pay Yourself First. Work Hard and Save Your Money. Attract the Money You Want. Starting with Nothing. Pleasure and Pain. The Wedge Strategy for Financial Success. Don’t Lose Money. Strategies of the Wealthy. Change Your Personality. The Truth about Entrepreneurship. Reasons for Business Failure. Business Success Is Predictable. Get On-the-Job Experience. Learn While You Earn. Five Keys to Business Success. Use Your Job as a Springboard. Do Your Research. Practice the 10/90 Rule. Study Successful Companies. Five Rules for Entrepreneurship. Network Marketing Opportunities. Money in Your Mailbox. Get Wired. Start Small. Trade Time for Experience. Seven Steps to Business Success. Be Action-Oriented. Take a Chance. Seven Steps to Financial Independence. 5. Build Your Own Business. The Failure Rate Is High. Seven Principles for Business Success. The Factor of Three. Questions You Must Ask and Answer to Succeed in Business. The Great Marketing Questions. Getting into the Game. Test Your Idea Before You Invest. Fast, Cheap Market Research. Test-Market Your Product or Service. How to Build a Profitable Business. Business Opportunities Are Everywhere. 6. Market and Sell Anything. Marketing and Sales Defined. The Marketing Mix. Five Rules for Selling Anything, Anywhere. Five Questions You Must Answer. Selling Your Product or Service. Multiple Ways to Sell. Start Small, Grow Slowly. Master the Art of Selling. Control the Revenues. Opportunity Gap Analysis. Getting Free Publicity. Opportunities Everywhere. Just Do It! 7. Get the Money You Need. Ignorance Holds You Back. Lack of Money. Money Is Available Everywhere. Determinants of Credit. Choosing the Ideal Business for You. You Can Start Today. 8. Think and Grow Rich. You Are a Potential Genius. Why Creativity Is So Important. Use More of Your Intelligence. Multiply Your Results. As Within, So Without. Stimulate Your Thinking. The Qualities of Genius. Thinking More Creatively. Ways to Get Rich Your Own Way. Clarity Is Essential. Evaluating Your Ideas. 9. Learn from the Best. Copy the Best in Your Business. Qualities of the Great Ones. Think Like a Champion. Follow the Leaders. The Qualities of Leadership. Find Your Own “Acres of Diamonds”. Become an Apprentice. Rent or Buy the Knowledge You Need. Ask for Advice. Study Successful Companies. Learn by Trial and Error. 10. Lead the Field. Three Pathways. The Common Denominators. Secrets of Health, Wealth, and Happiness. Put Your Career onto the Fast Track. Become a No-Limit Person. Focal Point Advanced Coaching and Mentoring Program. Index. About the Author.

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Book SynopsisThe follow--up to Victor Niederhoffera s critically and commercially acclaimed book The Education of a Speculator has finally arrived.Table of ContentsIntroduction. PART ONE: MUMBO JUMBO AND MOONSHINE. 1. The Meme. 2. Earnings Propaganda. 3. The Hydra Heads of Technical Analysis. 4. The Cult of the Bear. 5. "We Are Number One" Usually Means "Not Much Longer". 6. Benjamin Graham: Mythical Market Hero. 7. News Flash: Computer Writes Stock Market Story! PART TWO: PRACTICAL SPECULATION. 8. How to Avoid Spurious Correlations. 9. The Future of Returns. 10. The Periodic Table of Investing. 11. When They Swing for the Fences, We Run for the Exits. 12. Boom or Bust? 13. Market Thermodynamics. 14. Practical Market Lessons from the Tennis Court. 15. The Fine Art of Bargaining for an Edge. 16. An Amiable Idiot in the Biotechnology Revolution. 17. Earnings Impostors. 18. Finale. Afterword. Notes. Index.

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Book SynopsisTrusted advice on successful consulting from the authors of the bestselling Guerrilla Marketing series Consulting is entering the era of the guerrilla client-buyers with a glut of information at their fingertips and doubts about the value consultants add. Guerrilla Marketing for Consultants is the first book to reveal how guerrilla marketing can transform today''s challenges into golden opportunities for winning profitable work from the new breed of consulting clients. Packed with information, this step-by-step guide details the 12 marketing secrets every consultant should know, the anatomy of a marketing plan, Web sites, sources of free publicity, direct-mail marketing, winning proposals, and more. Jay Conrad Levinson (San Rafael, CA) is the Chairman of the Board of Guerrilla Marketing International and the author or coauthor of more than 30 books, including the bestselling Guerrilla Marketing series. Michael W. McLaughlin (Mill Valley, CA) has been a partner with DeloitteTable of ContentsAcknowledgments. Introduction. PART I: MARKETING FOR CONSULTANTS THE GUERRILLA WAY. Chapter 1. Why Consultants Need Guerrilla Marketing. Chapter 2. What Is Guerrilla Marketing for Consultants? Chapter 3. Thirteen Guerrilla Marketing Secrets. Chapter 4. Anatomy of a Marketing Plan. Chapter 5. The Guerrilla’s Marketing Road Map. PART II: GUERRILLA MARKETING AT WORK. Chapter 6. Beyond Web Sites: Create a Client-Centered Web Presence. Chapter 7. Boost Your Web Presence with a Zine. Chapter 8. Talking Heads: The Cost of Free Publicity. Chapter 9. When It Pays to Advertise. Chapter 10. Write This Way. Chapter 11. Five Steps to a Winning Speech. Chapter 12. Book Publishing: The Guerrilla’s 800-Pound Gorilla. Chapter 13. Survey Said! Make Surveys and Proprietary Research Work. Chapter 14. The Power of Giving Back. PART III: GUERRILLA SELLING FOR CONSULTANTS. Chapter 15. All Projects Are Not Created Equal. Chapter 16. “Send Me a Proposal”: Create Proposals That Win. Chapter 17. The Price Is Right. Chapter 18. The Guerrilla’s Competitive Edge. Chapter 19. After the Sale: Selling While Serving. PART IV: PULLING IT ALL TOGETHER. Chapter 20. Put Your Plan into Action. Notes. Resource Guide. About the Authors. Index.

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Book SynopsisLoopholes of the Rich helps Americans from all walks of life use the same tax loopholes that the wealthy use to lower their tax bill. With this handy guide, you won?t need an accountant to find quick and easy ways to pay less. And there?s nothing unethical about these tax loopholes. In fact, the government wants you to take advantage of them! These tax-reducing tactics and strategies can give you the freedom to save for your family?s future or for your own financial independence. Plus, you?ll find a handy checklist of more than 300 business deductions, real-life tax strategy examples, useful sample forms, explanations of IRS codes and rules, and much more.Table of ContentsForeword vii Mark Victor Hansen Introduction: The Rules Have Changed ix Part I The Five STEPS to Financial Freedom 1 Chapter 1 Starting Point—Understanding Your Financial Story 3 Chapter 2 Team—Building a Team That Supports You 22 Chapter 3 Evaluation—Constructing a Tax Loopholes Strategy 39 Chapter 4 Path—Creating an Action Plan 54 Chapter 5 Starting Point—What Worked, What Didn’t Work 61 Part II Jump Start! Your Wealth 69 Chapter 6 Jump Start! Principles for Tax-Advantaged Wealth Building 71 Chapter 7 Creating Income with Less Tax 81 Chapter 8 Using Business Structures to Create Legal Tax Loopholes 96 Chapter 9 Discover Your Hidden Tax Loopholes 132 Chapter 10 Control When and How Much You Pay in Taxes 146 Chapter 11 Smart Real Estate Investing 167 Chapter 12 Real Estate Loopholes to Take Money out of Your Property 178 Chapter 13 Buying a Home the Right Way 186 Chapter 14 Home Loopholes So Your Home Pays You 195 Part III New Tax Strategies for C Corporations 203 Chapter 15 Avoid C Corporation Pitfalls 205 Chapter 16 New C Corporation Tax Loopholes Strategies 214 Part IV Take Your Loopholes and Still Sleep at Night 221 Chapter 17 Eliminate IRS Red Flags 223 Chapter 18 How to Have a Painless IRS Audit 227 Appendix A Tax Loopholes Strategy Success Stories 237 Appendix B 300+ Business Deductions 248 Appendix C IRS Principal Business and Professional Activity Codes 261 Appendix D Sample Forms 281 Index 307 Meet Diane Kennedy 311

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Book Synopsis

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