The author states that educators must instill a sense of professional pride and identification in their bookkeeping students. He gives something of the history of bookkeeping, its importance in the financial world, the different duties of bookkeepers and accountants, and the equal importance of both. (MF)

Outlines the cash management program developed by the Orangeburg School District (SC) for the district's funds. They take bids from banks before deciding which bank to use for all their services, including an investment program. This new system has saved $30,000 in the first year. Sidebars tell how to shop for bank services and list technical…

Determined whether people could obtain outcomes on a complex task that would be in line with differential goal weights corresponding to different aspects of the task. Bank lending officers were run through lender-simulation exercises. Five performance goals were weighted. Demonstrated effectiveness of goal setting with complex tasks, using group…

Examined reports of 606 white widows from the Longitudinal Retirement History Survey. Results indicated that many widows had experience in managing money, some had discussed financial survival with their spouses, but less than one-third received financial counseling as widows. A majority of the widows were poor, and experience with handling money…

Many people are investing these days, but many librarians, especially non-business librarians, are uncomfortable helping patrons with questions on the subject. This reference guide gives librarians the knowledge and confidence to assist patrons in identifying the correct information in a critical but little understood investment area--the bond…

This document, which is intended for high school business teachers, outlines the plan for a course in which students gain hands-on experience in operating a bank in which students actually deposit money. The document begins with a brief course description, rationale, and list of 11 course objectives. Presented next is background information about…

The Community Reinvestment Act (CRA) is designed to encourage banks and thrifts to meet the financial credit and service needs of low- and moderate-income neighborhoods, requiring that lenders use their private-sector resources to meet the financing needs of all communities in which lenders conduct business. This brief outlines several types of…

the Common Fund is a nonprofit corporation formed to enable colleges, universities, and independent schools to join together in obtaining professional management of their endowments and other long-term investment funds. (Author)

The concept of preretirement planning is discussed: its advantages for the employer, the range of program activities, the successful program format, types of participants, meeting sites, discussion leader, and types of hand-out materials. (CT)

Explains what an external audit is, what an external auditor can do, and how to select one to perform an audit on your district. (IRT)

Electronic ground was broken in 1995 with the development of the completely Internet-based bank Security First Network Bank. This article discusses the need for developing online services, outlines the reasons for the formation of an Internet-based bank and argues that to remain competitive financial services providers must provide easier customer…

This short course on insurance for camps discusses coverage, including the various types of liability, property, and other types of coverage; the difference between direct writers, brokers, agents, and captive agents; choosing an insurance company; and checking on the financial stability of recommended carriers. Three Web sites are given for…

This collection of best practices shares how 18 higher education institutions across the country have successfully evaluated and redesigned their student financial services programs to improve services to students and their parents and find cost savings for the institution. This volume illustrates how other institutions have successfully tackled…

Both the Financial Services Authority and the Basic Skills Agency are committed to supporting those individuals and organisations working to improve the financial capability of themselves and others. The development of the National Strategy for Financial Capability, coordinated by the Financial Services Authority, and the commissioning of a…

The Financial Services Authority (FSA) is leading a national strategy to improve the United Kingdom's financial capability (FSA, 2006). The strategy recognises that there is a need for Financial Literacy education across all areas of society, from children in school to mature adults in all walks of life. In order to meet this need and to be…