Financial Management



Financial reference materials related to a wide range of business interests - calculators, company profiles, ESOP, funding, rating agencies, unclaimed property and much more

Business Funding

Funding sources. Financing 'how to' programs. Locate capital in the form of debt, equity, or other types of financial transactions. Venture capital resources and guides. How to find capital and funding.

Credit Collections

Collection agencies and collection laws articles and papers. Develop a credit policy. Basics of deductions. Chargeback management information related to accounts receivables management. Collection and credit policy guidelines and examples.

Derivatives

How to use derivatives and who is using them. Common misconceptions about derivatives. Manage risk through the use of derivatives. Non-derivatives risk management tactics and techniques.

Emissions Trading

Resources on greenhouse gas emissions allowance trading

Employer Pensions

Pension plan information. Retirement plan information. Question and answers on pension, profit-sharing, ESOP and other kinds of tax-qualified retirement plans. Online access to the full text of IRS Publication 560, Retirement Plans for the Self-Employed and IRS Publication 590, Individual Retirement Arrangements (IRAs). Pension plan guides for employers and plan participants. Handbook on private sector plans where a trustee invests the plan's assets.

Enforcement Actions

Regulatory and disciplinary actions. Securities/Financial services industry regulatory actions from: FDIC - Federal Deposit Insurance Corp, NASD - National Association of Securities Dealers, OCC - Office of the Comptroller of the Currency, SEC - Securities & Exchange Commission, SIPA - Securities Investor Protection Corporation

ESOP

Information on equity compensation, and Employee Stock Ownership Plans (ESOP). Articles and discussion on ESOP plans. ESOP management, ESOP guides and programs.

Financial Analysis

Financial analysis guides and tools. Essential of financial risk management. Set up a DFA model for an organization/company. Understanding corporate financial statements. Conduct a cost benefit financial analysis of major projects. Portfolio models for evaluating credit risk. Learn to consolidate credit risk. Articles on behavioral finance. Dynamic financial analysis.

Investor Guides

Guides on how to invest wisely. Diversification. Financial planning. Advice, guidance, news, tools, reports and other resources for individual investors.

PBGC Requirements

Pension Benefit Guaranty Corporation (PBGC) resources. Publications, forms, regulations, etc. PBGC guides, checklists and more

Rating Services

Rating bureau information, guides and lists. Company Credit Ratings: Duff & Phelps, Standard and Poor's, Moody's - US and International.

SEC Requirements

Securities and Exchange Commission information and tools. SEC filing retrieval toolkit. Real time access to EDGAR database for SEC filings. Reference tools to understand SEC financials.

Stock Exchanges

Information of the major stock exchanges. Weekly Dow Jones industrial average. Real time stock market quotes for S&P 500, Nasdaq, NYSE, Dow. Latest stock market news.

Unclaimed Property

State and federal agencies responsible for the safekeeping and return of monies designated as 'unclaimed' administer laws that requires businesses (profit and non-profit) and government agencies to file an annual unclaimed property report with the State of the property owner. Unclaimed property includes outstanding or uncashed checks such as payroll checks, vendor checks, customer overpayments/refunds or unredeemed gift certificates
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