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Publications in Banking, finance and accounting industries

1-49 out of 49 publication(s)
Publication Audience Format Latest Issue Articles
ABA Bank Marketing Trade Magazine/Journal Apr 1, 2015
Academy of Banking Studies Journal Academic Magazine/Journal Jan 1, 2012
African Banker Trade Magazine/Journal Feb 10, 2015
Biotech Financial Reports Trade Newsletter Nov 1, 2014
Boomer Market Advisor Trade Magazine/Journal Jun 18, 2010
California CPA Trade Magazine/Journal May 1, 2015
Catalyst (Dublin, Ohio) Trade Magazine/Journal Jul 1, 2009
  • Self-assessment exam.
  • The Ohio society of CPAs: 2009-2010 conference calendar.
  • Customizable breadth of topics drives CPAs to Ohio Accounting Shows.
  • Don't miss the Financial Institutions Conference Aug. 18 in Columbus: the current environment is by far the most challenging financial institutions...
  • Society's CPE season keeps ahead of turbulent times.
  • Accountancy Board of Ohio disciplinary actions.
  • Commitment to excellence and involvement earn Gerald R Weinstein, CPA, Ph.D. Outstanding Ohio Accounting Educator Award.
  • Passion and community involvement drive OSCPA 2009 Public Service Award winner: David A. Brockman, CPA: for Dave Brockman, CPA giving back to his...
  • More than 1.5 million reasons to salute the 2009 Outstanding Member Volunteer: Jerry L. Esselstein, CPA: Jerry L. Esselstein, CPA, owner of Jerry...
  • Hazelbaker awarded OSCPA's highest honor: 2009 Gold Medal for Meritorious Service to the Accounting Profession.
  • Corrections and clarifications.
  • Ohio CPA/PAC Silent Auction raises money and builds excitement.
  • Surviving today's economy main topic of 2009 Members Summit.
  • J. Matthew Yuskewich, CPA, PFS installed as 2009-2010 chair of OSCPA Executive Board: J. Matthew Yuskewich, CPA, PFS, was installed as the 100th...
  • Operation CPA hits close to home for volunteers: as any tax preparer will tell you, every minute between mid-January and April 15 is precious....
  • Scholarship Day showcases students' knowledge of accounting issues.
  • CPAs and Cessnas: Roy Mitchell, CPA discusses his professional and personal passions: Roy has spent more than 30 years as a tax professional. He...
  • Congressional delegation meets with OSCPA members during Society Fly-in: thirteen OSCPA members and keypersons addressed important accounting and...
  • State budget deliberations a struggle; first interim budget in 18 years signed.
  • OSCPA defends the interests of Ohio CPAs: Governmental Affairs. Advocacy. Lobbying. No matter what you call it, from a membership association...
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    CMA Magazine (Mississauga) Professional Magazine/Journal Jul 1, 2011
    CMA Management Professional Magazine/Journal Jun 1, 2010
    CPA Letter Trade Newsletter Nov 1, 2009
    Credit Union Times Trade Magazine/Journal May 28, 2015
    Economic Commentary (Cleveland) Trade Magazine/Journal Apr 16, 2015
    Economic Quarterly Academic Magazine/Journal Jan 1, 2014
    Economic Review Trade Magazine/Journal Jun 1, 2013
    Economic Review (Atlanta, Ga.) Trade Magazine/Journal Jul 1, 2010
    Economic Trends General Newsletter Nov 1, 2014
    Federal Reserve Bank of New York Economic Policy Review Trade Magazine/Journal Feb 1, 2014
    Federal Reserve Bank of St. Louis Review Trade Magazine/Journal Dec 22, 2014
    Federal Reserve Bulletin Trade Newsletter Nov 15, 2014
    Financial Executive Trade Magazine/Journal Jan 1, 2015
    Financial Management Trade Magazine/Journal Mar 22, 2015
    Financial Management (UK) Trade Magazine/Journal Feb 1, 2015
    Financial Update Trade Magazine/Journal Apr 1, 2014
    Government Finance Review Trade Magazine/Journal Apr 1, 2015
    Internal Auditor Trade Magazine/Journal Jun 1, 2008
  • Streamlining auditor attestation.
  • The rising star: an ambitious vice president uses his connections to prevent company officials from discovering his misdeeds.
  • Addressing IT risk: a chief audit executive considers what the results of a recent technology survey mean for her organization.
  • The case for risk roundtables: organizations can improve their response to risk by creating a forum for risk managers to share their ideas.
  • Reputations at risk: although not-for-profit organizations are a horse of a different color, auditors can help them tame fraud that can publicly...
  • The auditor's role in mergers and acquisitions: companies often underestimate the importance of risk management during the M&A process.
  • Making a difference: the World Bank Group's Auditor General Carman Lapointe-Young says her team of auditors is playing its part in the organization's...
  • The PCAOB 101.
  • Extracting energy from Sarbanes-Oxley: auditors at Chevron became internal consultants when management took responsibility for performing...
  • A broader array of skills: after years of narrowly focused compliance work, many audit departments are seeing a shift in priorities and a new set of...
  • An uncertain protection: internal auditors may not be protected as corporate fraud whistleblowers under Sarbanes-Oxley Section 806.
  • Putting IT governance into action: as internal control experts, auditors can help turn desired IT strategies into reality.
  • Effective report writing: with the right approach, practitioners can make sure their audit reports are informative and well-received.
  • Guide answers Section 404 questions.
  • PCAOB takes action on auditor independence.
  • Treasury report examines financial restatements.
  • Ethical workforce reflects honest management.
  • Banking organization proposes stronger risk focus.
  • FBI expects more public fraud cases.
  • Audit committees focus on operational risk: FBI targets corporate corruption banking group proposes self-regulation for risks management transparency...
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    International Journal of Business Academic Magazine/Journal Jun 22, 2014
    Investment Advisor Trade Magazine/Journal Jun 1, 2009
  • More climate change opportunities: one of three themes that can't be ignored.
  • Letting go: sometimes you have to step back and let your people do what they do.
  • Best practices for retirement planning: a new study identifies the evolution of best practices.
  • Getting your act together: for many, breaking up isn't as hard as holding it together.
  • Embracing change: now's the time to do things a little differently.
  • Clients have rights, but also responsibilities: advisors and clients must alter their approach to future relationships.
  • Saving grace: you made sure your clients had all the right protection; then insurance became a minefield. What now?
  • Temperament & tools: to do the job right, the fiduciary financial planner needs the right temperament, and the right tools. Here's how one advisor...
  • Directional advisor: Bob Whalen moved to Brewer Financial Services because of the depth of product and open architecture. He expects a lot of other...
  • Survival of the fittest: an assessment of who will succeed--and fail--among the independent B/D ranks.
  • Leadership: in volatile times, communication and culture are B/D leaders' touchstones.
  • The improved model: Securities America, Inc.
  • The new model: capital analysts.
  • A tale of two B/Ds: Securities America and Capital Analysts have responded to the financial crisis in quite different ways. But they're also quite...
  • Cash holding below panel average.
  • Behind the numbers, with Jeffrey Kleintop.
  • Reccomended allocations for a balanced portfolio.
  • Economic and financial market forecast.
  • ETFs for cash: the rise of cash-equivalent exchange traded funds.
  • Private practice.
  • 46
    Islamic Banking & Finance Trade Magazine/Journal Feb 20, 2011
    Journal of Accountancy Trade Magazine/Journal Apr 1, 2015
  • The last word.
  • Unforgettable passwords.
  • Send cash so I'll know you are OK.
  • Delve into this.
  • Expanding your app-titude: a monthly look at mobile apps that can make the CPA'S job and life better.
  • Want to make a career change? Read these tips first.
  • How to prevent new stars from flaming out: getting off to a good start can make a big difference in the long-term success of a new employee.
  • Why do your top employees stay? If you want to keep your stars, preempt the exit interview with a "stay interview".
  • A 7-step career checkup: these questions will help determine if you are still on track to obtain that dream job.
  • Proposed rules would govern sec. 41 credit for software: the IRS offers a test and safe harbor for qualifying dual-junction internal-use software.
  • IRS issues new and revised passenger automobile depreciation limits: new figures for 2014 reflect the retroactive extension of bonus depreciation.
  • Egg donor's payment for pain is taxable income: payments a woman received under a voluntary egg-donation contract could not be excluded from income...
  • Sec. 4980D excise tax relief is available for certain small employers: IRS gives limited transition relief for employer payment plans and 2% S...
  • Small businesses excused from filing form 3115 to comply with repair regs: IRS provides relief requested by AICPA and numerous others for accounting...
  • Tax practice responsibilities involved in schedule UTP.
  • Identifying full-time employees who change jobs within an employer group.
  • 10 situations when a CPA should call "timeout": tax accountants need to know when to call in legal counsel.
  • Change is coming: accounting method changes under the tangible property regulations; here is what practitioners need to know about the required...
  • Staying focused at the top: one expert's perspective on issues facing today's boards of directors.
  • You made partner: now what? Becoming a partner requires a new perspective on leadership, goals, and strategy.
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    Looking For Financing: FirstList Trade Magazine/Journal Mar 1, 2010
    Management Accounting Quarterly Professional Magazine/Journal Sep 22, 2014
    Mortgage Banking Trade Magazine/Journal May 1, 2015
    Mortgage Originator Trade Magazine/Journal Mar 1, 2009
    Partners in Community and Economic Development Trade Magazine/Journal Mar 10, 2011
    Romanian Central Bank News General Report Feb 22, 2011
    Russian Banks and Brokers Reports General Report Jul 29, 2013
    SIECUS Developments Trade Magazine/Journal Jan 1, 2015
    Statistics of Income. SOI Bulletin Trade Magazine/Journal Jan 1, 2015
    Strategic Finance Trade Magazine/Journal May 1, 2015
  • Raise your technical intelligence: digital Darwinism is here to stay, and technology is only going to advance quicker than before. Are you ready to...
  • Fast and lean! The fastcap story: Founder and CEO Paul Akers has built a company culture that embraces change and continuous improvement by using...
  • Succeed at change: When making significant changes in the work environment, organizational change management can ensure everyone is aligned.
  • The importance of respect.
  • Shattered trust: fraud in the family; to keep your business safe, make sure you have proper internal controls, including a written statement on...
  • Lean leadership: coaching to connect the dots: this is our second article in a series about Lean leadership. Investing time in coaching your best...
  • Reach your potential.
  • Chip cards are consumers ready? Consumers say they support replacing magnetic-strip payment cards with new embedded-chip cards requiring PINs. If...
  • Excel creating territories: the Group Selection feature in pivot tables makes it possible to group the results of branch offices into territories,...
  • Tools for ethical success: a new report predicts ethical pitfalls for 2015 and suggests ways to stay ahead of the curve.
  • The global growth of the CMA: IMA's highly respected certification is becoming more in demand by professionals around the world.
  • Len, left, and right.
  • MID and INSTR.
  • Concatenate.
  • Employee table.
  • Small business bill faces Veto: Significant support from Senate Democrats will be needed to win any override vote.
  • Redefining "Fiduciary".
  • Understanding the India way: the management principles driving India's top businesses.
  • Marc Palker named IMA Chair-Elect.
  • A collective shrug about privacy: Despite revelations of government monitoring, users haven't changed their online behavior.
  • 3972
    Tax Executive Trade Magazine/Journal Jan 1, 2015
    The International Economy Academic Magazine/Journal Jan 1, 2015
    The National Public Accountant Professional Magazine/Journal Dec 1, 2006
    The Securitization Conduit Trade Magazine/Journal Mar 22, 2003
    The Tax Adviser Trade Magazine/Journal Apr 1, 2015
    Treasury & Risk Trade Magazine/Journal Oct 1, 2014
    Valuation Insights & Perspectives Trade Magazine/Journal Mar 22, 2010
  • Foul play: fraud study shows importance of competence and ethics.
  • At your service: ten AI members named AI 'Volunteer of Distinction' so far in 2010.
  • Action! AI media efforts reach potential audience of half billion in 1Q 2010.
  • Make the connection: AI offers Designated members free ExactBid listing.
  • Back to school: AI board votes to give members more continuing education options.
  • The ultimate visual aid: despite its petite package, the Aaxa P2 helps you see the big picture--literally.
  • Cooltools: scan important documents on the go with DocuPen 800 series scanners.
  • Using GIS to assist decision-making.
  • A silver bullet (that's also green): the energy-efficient EcoCharge power adapter takes the bite out of 'vampire power drain'.
  • File under "D" for digital: evernote's searchable Web-based archive is an all-in-one solution for your digital-storage needs.
  • Touch and go: OpenTablet 7, a multifunction slate PC, is an app-tastic iPad alternative.
  • Upon further review: once used only on niche projects, appraisal reviews have become a standard industry practice.
  • Suspicious ingredients: are APOs the next big opportunity for appraisers or just another threat to their livelihood?
  • Feeling squeezy? How HVCC restrictions have changed the industry, and what that means for your appraisal business.
  • In the company of men: an appraiser who has made a career out of defying others' expectations.
  • A moving experience: a transferee-centered approach to relocation appraising.
  • Family planning: when, why and how you should evaluate your life insurance coverage.
  • Relationships 101: going beyond sales tricks and contact lists to grow your business.
  • FHA addresses turnaround time, fees, AMCs.
  • Giving license: appraiser organizations set sights on BOVs, AMCs, board funding.
  • 915
    Valuation Magazine Trade Magazine/Journal Jan 1, 2015
    Virginia Tax Review Trade Magazine/Journal Jan 1, 2015
    Wall Street Transcript Digest Trade Newsletter Jul 16, 2012
  • ANALYST INTERVIEW: Increased Pricing, Slow Rebound in Selling Units Lead to Higher Premiums, Revenue - Brett Huff - Stephens Inc.
  • ANALYST INTERVIEW: Primary Insurers Offer Attractive Entry Point Into Insurance Sector - Mark Dwelle - RBC Capital Markets.
  • ANALYST INTERVIEW: Nonlife Insurance Outperforms in Periods of Market Stress - Josh Stirling - Sanford C. Bernstein & Co., LLC.
  • ANALYST INTERVIEW: Pockets of Growth for U.K. Life Insurers - Edward Houghton - Sanford C. Bernstein & Co., LLC.
  • ANALYST INTERVIEW: Underwriting Discipline Becomes Key Differentiator Over Time - Tom Mitchell - Miller Tabak + Co., LLC.
  • ANALYST INTERVIEW: Life Insurance Companies Face Low Interest Rates, Choppy Equity Market - Sean Dargan - Macquarie Group Limited.
  • ANALYST INTERVIEW: Component Demand Growth Comes from Auto and Data Traffic - Steven Fox - Cross Research LLC.
  • ANALYST INTERVIEW: Modest Expectations in Insurance for the Second Quarter - Joanne A. Smith - Scotia Capital.
  • ANALYST INTERVIEW: Reserves Quality Determines P&C Performance - Randy Binner - FBR Capital Markets.
  • ANALYST INTERVIEW: Electronics Components Supply Chain Companies Take a Wait-and-See Approach - Shawn Harrison - Longbow Research.
  • MONEY MANAGER INTERVIEW: Investing in Asia Pac & European Stocks - Andrew Sleeman - Franklin Mutual Advisers.
  • ANALYST INTERVIEW: Increases in Automation and Data Traffic Fuel Electronic Connector Demand - Michael J. Wherley - Janney Montgomery Scott.
  • ANALYST INTERVIEW: Commercial Lines to Experience Most Pricing Upside in Insurance - Meyer Shields - Stifel, Nicolaus & Co., Inc.
  • ANALYST INTERVIEW: Insurance Brokers with Controlled Growth Outperform Peers - Ray Iardella - Macquarie Group Limited.
  • ANALYST INTERVIEW: Data Storage and Electronics Demand Correlate Positively to Connector Demand - Sherri Scribner - Deutsche Bank Securitie.
  • ANALYST INTERVIEW: Electronic Connector and EMS Companies Reach to European Pressures - Amit Daryanani - RBC Capital Markets.
  • ANALYST INTERVIEW: Some Specialty Insurance Brokers Grow Their Top Line - Robert Farnam - Keefe, Bruyette & Woods, Inc.
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