• ISBN: 0324407505
• Author: Timothy R. Mayes Todd M. Shank
• Publisher: South-Western College Pub
• Publication Date: 2006-08-15

FAME explores the use of Excel as THE calculating tool for finance professionals. As students enter College with basic skills for using Excel and other software packages they need for their business courses, the materials they read must be ramped up. The book as it stands covers the main topics that students would see in a typical corporate finance course: financial statements, budgets, TVM, capital budgeting, the Market Security Line, some options materials, pro forma statements, cost of capital, equities, and debt. In the final chapter of this revision, we include a section on how students can build their own models (or macros) to perform everyday financial analyses.

About the Author
Timothy R. Mayes is a finance professor at Metropolitan State College of Denver. He holds a BS/BA in Finance and a Ph.D. in Finance from the University of Central Florida. His research interests include portfolio performance analysis and reporting, portfolio theory, derivatives, and, of course, the use of spreadsheets in financial education. Dr. Mayes may be contacted by e-mail at mayest@mscd.edu. Todd M. Shank, Ph.D. is Associate Dean and MBA Director, Robert B. Pamplin, Jr. School of Business Administration at the University of Portland in Portland, Oregon. He was recently chosen to serve as a Fulbright Lecturer in China (during the Spring, 2003 semester), where he will teach corporate financial management in the graduate school at Sun Yat-sen University in Guangzhou. Shank formerly worked for the U.S. Treasury Department’s Office of Comptroller of the Currency as a banking regulator and has been teaching, consulting, and writing for over 20 years. During that time, he has served on the faculties of three universities, published two textbooks and academic articles in journals including American Business Review, Global Business and Finance Review, Journal of Foreign Exchange and International Finance, and the Journal of Financial Education, among others. He has received numerous teaching awards, including the University’s Teacher of the Year and the Pamplin School’s Best Graduate Professor. He also serves on several national panels that promote technological applications in business education.

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• ISBN: 0471218804
• Author: Julian Lowenthal
• Publisher: Wiley
• Publication Date: 2002-05-15

The financial services industry is constantly changing and you need to respond

Change is a constant in the financial services industry (FSI). The question is, “What should you do to survive?” Whether you work in or sell to the industry, you’ll benefit from the in-depth insight, professional knowledge, and practical tools found in J.K. Lasser Pro Survival Skills in Financial Services.

Advanced Praise for J.K. Lasser Pro Survival Skills in Financial Services

“The challenges of surviving and succeeding in the financial services industry have never been greater. . . . J.K. Lasser Pro Survival Skills in Financial Services provides a practical guide to dealing with the tough realities of change. The result is an enjoyable, down-to-earth, and interactive resource that provides the knowledge, skills, and human understanding to deal with the forces of change.”
–Keith T. Darcy, Executive Vice President, IBJ Whitehall Bank & Trust Company

“This book will help my staff work through the most difficult transition in the financial services industry. . . . Julian speaks in a nontechnical, light-handed style to every member of my staff. . . . He draws on his relationships with some of our industry’s most important leaders to reinforce his logical and practical views on how to get through the day, the year, and the decades ahead. His book is crisp, easy reading from cover to cover. But his section titled ‘Survival Skills Greatest Hits’ must be committed to memory. It will be the core of my survival strategy for the rest of my career. I can’t wait to put this book in the hands of my whole staff.”
–John Adams Vaccaro, CFP, CLU, President, Westport Resources Investment Services, Inc.

Don’t get left behind in the whirlwind of change impacting the financial services industry. Pick up J.K. Lasser Pro Survival Skills in Financial Services and take control of your professional life within this dynamic and challenging business environment.

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• Hardcover: 460 pages
• Publisher: John Wiley & Sons (November 3, 2003)
• Language: English
• ISBN-10: 047146449X

A clear, concise explanation of United States tax law’s international aspects

In tackling a sometimes thorny set of laws and treaties, international tax expert Ernest Larkins emphasizes their economic effects, showing how to avoid hazards while reaping rewards which often go ignored. Coverage includes:

• Special issues arising when a foreign person invests in U.S. real estate, as well as the best structures for holding such real estate
• What a controlled foreign corporation is and what consequences result from this status
• Acceptable transfer pricing methods and what penalties apply when taxpayers do not follow arm’s-length principles

International Applications of U.S. Income Tax Law also contains many useful tools which allow readers to build understanding through practice, as well as formulate and solve the complex problems international taxes can present.

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• Hardcover: 800 pages
• Publisher: Wiley (March 2, 2004)
• Language: English
• ISBN-10: 0471484156

The first comprehensive account of the European structured financial products market
This comprehensive survey of the securitization market in Europe covers all asset-backed securities (the major classes and some nonconventional asset classes that have been securitized), residential and commercial mortgage-backed securities, collateralized debt obligations, and more.

Frank J. Fabozzi, PhD, CFA, CPA (New Hope, PA), is the Frederick Frank Adjunct Professor of Finance in the School of Management at Yale University. Prior to joining the Yale faculty, he was a Visiting Professor of Finance in the Sloan School at MIT. Moorad Choudhry (Surrey, UK) is a Vice President in Structured Finance Services with JPMorgan Chase Bank.

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• Hardcover: 384 pages
• Publisher: Wiley; 1 edition (September 13, 2002)
• Language: English
• ISBN-10: 0471123625

The emerging world of environmental finance has allowed modern industrial society to approach the environmental challenges of today and tomorrow in a profitable and positive manner. Environmental Finance: A Guide to Environmental Risk Assessment and Financial Products is one of the first books to cover this expanding field–a field that encompasses all market-based instruments designed to deliver environmental quality and transfer environmental risk.

Environmental experts Sonia Labatt and Rodney White present an engaging and comprehensive look at the intersection of financial innovation with the environment. Through real-world case studies, industry insights, and timely advice, this book provides the strategies, techniques, and financial products that you as a financial service professional or corporate executive must understand in order to improve a company’s environmental performance. In addition, Environmental Finance serves as an important source of information for concerned citizens and independent investors regarding proactive environmental corporate behavior patterns and environmentally enhanced financial products and investment strategies.

You’ll gain a firm understanding of the concepts and tools used by financial institutions to develop environmental policies and products, and learn how recent changes in the financial services sector–globalization, deregulation, and technological innovation–have affected the capacity of companies to respond to the environmental challenge.

After this general foundation has been established, core financial services provided by commercial and investment banks as well as insurance companies are explored, along with their areas of environmental exposure. Environmental Finance also examines the investment and risk transfer opportunities created by new financial products. In-depth coverage of each topic reveals new products and services with environmental and social-centered themes, including:

• Banking products such as green mortgages
• Insurance for cost cap overruns for cleaning up polluted sites
• Weather derivatives to hedge exposure to adverse weather
• Catastrophe bonds for earthquakes and weather risks
• The beginning of markets for greenhouse gas—reduction credits
• Screening processes that have been used to develop socially and environmentally acceptable investment products
• And much more

Environmental Finance also examines other important issues that will continue to challenge financial institutions and their clients in the years ahead, including climate change and the attempt to develop a common methodology for environmental reporting. By integrating these discussions with the lessons drawn from real-world case studies and examples, this book will clearly help you understand and adapt to the environmental challenges that lie ahead.

Throughout most of the twentieth century, people assumed that there was an implicit trade-off between economic growth and an attractive environment. After reading Environmental Finance, you’ll see how far we’ve come from this archaic notion and learn how to manage environmental risk by utilizing a variety of different financial products and strategies.

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• Hardcover: 384 pages
• Publisher: Wiley; 1 edition (September 13, 2002)
• Language: English
• ISBN-10: 0471123625

The emerging world of environmental finance has allowed modern industrial society to approach the environmental challenges of today and tomorrow in a profitable and positive manner. Environmental Finance: A Guide to Environmental Risk Assessment and Financial Products is one of the first books to cover this expanding field–a field that encompasses all market-based instruments designed to deliver environmental quality and transfer environmental risk.

Environmental experts Sonia Labatt and Rodney White present an engaging and comprehensive look at the intersection of financial innovation with the environment. Through real-world case studies, industry insights, and timely advice, this book provides the strategies, techniques, and financial products that you as a financial service professional or corporate executive must understand in order to improve a company’s environmental performance. In addition, Environmental Finance serves as an important source of information for concerned citizens and independent investors regarding proactive environmental corporate behavior patterns and environmentally enhanced financial products and investment strategies.

You’ll gain a firm understanding of the concepts and tools used by financial institutions to develop environmental policies and products, and learn how recent changes in the financial services sector–globalization, deregulation, and technological innovation–have affected the capacity of companies to respond to the environmental challenge.

After this general foundation has been established, core financial services provided by commercial and investment banks as well as insurance companies are explored, along with their areas of environmental exposure. Environmental Finance also examines the investment and risk transfer opportunities created by new financial products. In-depth coverage of each topic reveals new products and services with environmental and social-centered themes, including:

• Banking products such as green mortgages
• Insurance for cost cap overruns for cleaning up polluted sites
• Weather derivatives to hedge exposure to adverse weather
• Catastrophe bonds for earthquakes and weather risks
• The beginning of markets for greenhouse gas—reduction credits
• Screening processes that have been used to develop socially and environmentally acceptable investment products
• And much more

Environmental Finance also examines other important issues that will continue to challenge financial institutions and their clients in the years ahead, including climate change and the attempt to develop a common methodology for environmental reporting. By integrating these discussions with the lessons drawn from real-world case studies and examples, this book will clearly help you understand and adapt to the environmental challenges that lie ahead.

Throughout most of the twentieth century, people assumed that there was an implicit trade-off between economic growth and an attractive environment. After reading Environmental Finance, you’ll see how far we’ve come from this archaic notion and learn how to manage environmental risk by utilizing a variety of different financial products and strategies.

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• Hardcover: 238 pages
• Publisher: Wiley (March 19, 2004)
• Language: English
• ISBN-10: 0470857455

A practical approach to ART-an alternative method by which companies take on various types of risk

This comprehensive book shows readers what ART is, how it can be used to mitigate risk, and how certain instruments/structures associated with ART should be implemented. Through numerous examples and case studies, readers will learn what actually works and what doesn’t when using this technique.

Erik Banks (CT) joined XL Capital’s weather/energy risk management subsidiary, Element Re, as a Partner and Chief Risk Officer in 2001.

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• Hardcover: 426 pages
• Publisher: Wiley; Har/Com edition (October 31, 2003)
• Language: English
• ISBN-10: 0470848855

This much-needed book, from a selection of top international experts, fills a gap by providing a manual of applied quantitative financial analysis. It focuses on advanced empirical methods for modelling financial markets in the context of practical financial applications.

Data, software and techniques specifically aligned to trading and investment will enable the reader to implement and interpret quantitative methodologies covering various models.

The unusually wide-ranging methodologies include not only the ‘traditional’ financial econometrics but also technical analysis systems and many nonparametric tools from the fields of data mining and artificial intelligence. However, for those readers wishing to skip the more theoretical developments, the practical application of even the most advanced techniques is made as accessible as possible.

Depending on the model being described, different software will be used, and examples included on the accompanying CD. Data and details will be provided to enable the reader to transfer the routines to a different software package.

The book will be read by quantitative analysts and traders, fund managers, risk managers; graduate students in finance and MBA courses.

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• Paperback: 310 pages
• Publisher: Springer; 1 edition (April 5, 2007)
• Language: English
• ISBN-10: 1852333308

Designed to form the basis of an undergraduate course in mathematical finance, this book builds on mathematical models of bond and stock prices and covers three major areas of mathematical finance that all have an enormous impact on the way modern financial markets operate, namely: Black-Scholes’ arbitrage pricing of options and other derivative securities; Markowitz portfolio optimization theory and the Capital Asset Pricing Model; and interest rates and their term structure. Assuming only a basic knowledge of probability and calculus, it covers the material in a mathematically rigorous and complete way at a level accessible to second or third year undergraduate students. The text is interspersed with a multitude of worked examples and exercises, so it is ideal for self-study and suitable not only for students of mathematics, but also students of business management, finance and economics, and anyone with an interest in finance who needs to understand the underlying theory.

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• Paperback: 530 pages
• Publisher: For Dummies; New Ed edition (December 18, 2006)
• Language: English
• ISBN-10: 0470079010

Guides you through the tax-form maze

File properly and save on your taxes this and every year

Save time, money, and hassles doing your taxes! This fun, friendly guide demystifies forms, minimizes errors, and answers all your tax questions in plain English. Fully updated for 2006, including information on Alternative Minimum Tax relief and Roth IRA conversions, this handy resource covers critical tax code changes and provides new tips for money-saving end-of-year tax moves.

Praise for Taxes For Dummies

“The best of these books for tax novices.”
—Worth magazine

“The most accessible and creative. It’s also the best organized.”
—USA Today

“Will make tax preparation less traumatic.”
—The Wall Street Journal

“Sound financial advice you can use throughout the year.”
—The Seattle Times

Discover how to

• Itemize your deductions
• Negotiate with the IRS
• Take advantage of tax credits to reduce what you owe
• Make tax-wise personal finance decisions
• Avoid common mistakes before you file
• Audit-proof your tax return

About the Author
Eric Tyson, MBA, is a bestselling author, syndicated columnist, and lecturer. He works with and teaches people from myriad income levels and backgrounds, so he knows the financial and tax questions and concerns of real folks.
After toiling away for too many years as a management consultant to behemoth financialservice firms, Eric decided to take his knowledge of the industry and commit himself to making personal financial management accessible to all of us. Despite being handicapped by a joint B.S. in Economics and Biology from Yale and an MBA from Stanford, Eric remains a master at “keeping it simple.�
An accomplished freelance personal-finance writer, Eric is the author of other For Dummies national bestsellers on Personal Finance, Investing, Real Estate Investing, and Home Buying. His work has been critically acclaimed in hundreds of publications and programs including Newsweek, The Los Angeles Times, Chicago Tribune, Kiplinger’s Personal Finance Magazine, The Wall Street Journal, and NBC’s Today Show, ABC, CNBC, PBS’s Nightly Business Report, CNN, FOX-TV, CBS national radio, Bloomberg Business Radio, and Business Radio Network. Margaret Atkins Munro, EA, (who answers to Peggy) is a tax advisor, writer, and lecturer with more than 30 years’ experience in various areas of taxation and finance with a mission in life to make taxes understandable to anyone willing to learn. Her practice is concentrated in the areas of family tax, small business, trusts, estates, and charitable foundations.
She is a graduate of The Johns Hopkins University and has also attended University College Cork (Ireland) and the Pontifical Institute of Mediaeval Studies in Toronto, and she feels that her ability to decipher the language in the Internal Revenue Code derives completely from her familiarity with a variety of obscure medieval languages.
Peggy is the author of 529 & Other College Savings Plans For Dummies. She lectures for the IRS annually for its volunteer tax preparer programs and speaks on a variety of tax-related topics.

David J. Silverman, EA, has served on the Advisory Group to the Commissioner of Internal Revenue. David has a Certificate in Taxation from New York University and has been in private practice in Manhattan for more than 25 years. He regularly testifies on tax issues before both the Senate Finance Committee and the House of Representatives Committee on Ways and Means. As the result of his suggestions regarding penalty reform that he made while testifying before these committees, legislation was enacted that reduced the amount of penalties that may be assessed in a number of key areas.
David is the author of Battling the IRS, which has received critical acclaim in The New York Times, Money, The Wall Street Journal, and numerous other publications. David has been a contributing editor and wrote a monthly column for Smart Money magazine and is frequently interviewed on national TV and radio as an expert on tax issues.

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• Publisher: Irwin/McGraw-Hill; 6th edition (March 12, 2002)
• Language: English
• ISBN-10: 0072553073

The Alternate Edition includes all of the same features and benefits as the Standard Edition. Its only difference is that it includes four additional chapters on more advanced topics: Risk Management; An Introduction to Financial Engineering; Option Valuation; Mergers and Acquisitions, and Leasing.

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• Hardcover: 384 pages
• Publisher: Jossey-Bass; 1 edition (June 18, 2001)
• Language: English
• ISBN-10: 0787956902

How does emotional intelligence as a competency go beyond the individual to become something a group or entire organization can build and utilize collectively? Written primarily by members of the Consortium for Research on Emotional Intelligence in Organizations, founded by recognized EI experts Daniel Goleman and Cary Cherniss, this groundbreaking compendium examines the conceptual and strategic issues involved in defining, measuring and promoting emotional intelligence in organizations. The book’s contributing authors share fifteen models that have been field-tested and empirically validated in existing organizations. They also detail twenty-two guidelines for promoting emotional intelligence and outline a variety of measurement strategies for assessing emotional and social competence in organizations.

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• Paperback: 416 pages
• Publisher: Psychology Press; 1 edition (April 11, 2008)
• Language: English
• ISBN-10: 1841695866

Personality and Intelligence at Work examines the increasingly controversial role of individual differences in predicting and determining behaviour at work. It combines approaches from organizational psychology and personality theory to critically examine the physical, psychological and psycho-analytic aspects of individual differences, and how they impact on the world of work.

Topics covered include the role of IQ at work as the best predictor of success, but also the importance of increasingly recognized social intelligences such as emotional intelligence (EQ). The significance of personality traits and the impact of temperaments on work performance are also examined, and the methods used to assess work behaviour and potential are reviewed. Psychological tests, which measure personality traits, are questioned as accurate predictors of behaviour at work, alongside other factors such as job satisfaction, productivity, absenteeism and turnover.

This new, thoroughly revised and updated edition of Personality at Work provides a comprehensive review of the relevant literature from psychology, sociology and management science. It will be of interest to students of organizational psychology and business and management studies, as well as HR professionals.

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• Paperback: 416 pages
• Publisher: Psychology Press; 1 edition (April 11, 2008)
• Language: English
• ISBN-10: 1841695866

Personality and Intelligence at Work examines the increasingly controversial role of individual differences in predicting and determining behaviour at work. It combines approaches from organizational psychology and personality theory to critically examine the physical, psychological and psycho-analytic aspects of individual differences, and how they impact on the world of work.

Topics covered include the role of IQ at work as the best predictor of success, but also the importance of increasingly recognized social intelligences such as emotional intelligence (EQ). The significance of personality traits and the impact of temperaments on work performance are also examined, and the methods used to assess work behaviour and potential are reviewed. Psychological tests, which measure personality traits, are questioned as accurate predictors of behaviour at work, alongside other factors such as job satisfaction, productivity, absenteeism and turnover.

This new, thoroughly revised and updated edition of Personality at Work provides a comprehensive review of the relevant literature from psychology, sociology and management science. It will be of interest to students of organizational psychology and business and management studies, as well as HR professionals.

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• ISBN: 0814472796
• Author: ALAN H. NIERENBERG
• Publisher: AMACOM
• Publication Date: 2005-04-26

Fort Worth Star Telegram
“A must-read for interviewers and job-seekers alike.”

Today’s Black Woman
“A valuable secret weapon in any job seekers’ quest for employment.”


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• Hardcover: 320 pages
• Publisher: Jossey-Bass (April 5, 2004)
• Language: English
• ISBN-10: 0787971375

Smart Questions offers an entirely new framework for creating solutions. Drawn from the authors’ many years of research and field experience, the Smart Questions Approach reveals how the leading creators of solutions in almost every profession and walk of life—including business, government, education, and even in families—think and approach their assignments. The author’s holistic thinking approach shows how to use three “foundationâ€� questions—focusing on uniqueness, purposeful information, and systems—which must be explored for every problem. These three questions, an essential starting point for exploring problems, in turn lead to other key questions that will ultimately create effective solutions.

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• Paperback: 455 pages
• Publisher: Wiley (January 28, 2005)
• Language: English
• ISBN-10: 0764578189

All the savvy advice and insider guidance needed to maximize ROI

According to the latest data from the U.S. Census Bureau and the U.S. Department of Commerce, 92 percent of the nation’s rental properties are owned by individual investors. These investors oversee billions of dollars worth of real estate every year. Now, The Unofficial Guide to Managing Rental Property will help these investors–most of them first-time landlords with properties of fewer than four units–to manage and profit from their new investments. Featuring sample forms and letters, and packed with valuable tips, this easy-to-follow guide comprehensively covers how to:

• Find and finance great rental property and calculate rent and profit
• Invest in rehabbing a property
• Legally set rental criteria
• Write legal, effective ads; interview and screen applicants to ensure responsible tenants
• Find good tax advice and keep on top of new government regulations
• Successfully evict delinquent tenants, collect damages, and keep the property intact

Melissa Prandi, MPM (San Rafael, CA), has been managing residential rental properties for over 22 years. She is the owner of Prandi Property Management, Inc. She is a past national president for the National Association of Residential Property Managers. Prandi has written and conducts several workshops specifically for property managers and is often called upon to be one of the featured instructors at the annual National Convention of NARPM, as well as a key advisor for the organization’s leadership-training symposium.



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• Paperback: 224 pages
• Publisher: Capstone Publishing Ltd (January 1, 1998)
• ISBN-10: 1900961563

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