February 2008 Archives


#1: Family...4 strategies to be sure they learn what you want them to learn

At the MONEYWI$E Women Conference our session on 'Teaching kids about money' listed Parents and other family members as the number one way kids learn. So...what to do about that. How effective is it when

Posted Feb 28 2008 by Linda Keith

Raising money wi$e kids...4 ways they get their info and what we can do about it

As part of my work with Pigs Can FLY, the national campaign for financial literacy I founded, I was a speaker yesterday on 'Raising MoneyWi$e Kids' at the MONEYWI$E Women™ Conference in Tacoma. Founded by

Posted Feb 24 2008 by Linda Keith

15 Questions to Assess Fraud Risk

Here are 15 questions you might pass along to some of your mid-size business borrowers. This is how Certified Fraud Examiners size up a company's vulnerability from the 2007 edition of the Fraud Examiners Manual.

Posted Feb 21 2008 by Linda Keith

Back to basics: Cash flow, good underwriting and spotting problems early

In a recent article in the RMA Journal, Gerald Dent, EVP and CCO of Zions Bancorporation, explained the shift to fundamentals this way: "The 1989-90 economic downturn changed the way we lend money, ... from

Posted Feb 19 2008 by Linda Keith

Bankruptcy, Deadbeats and Peons: A blast from the past

In a lighthearted Finance in History series, CFO Magazine follows the thread of Bankruptcy back to its origins. Here are just a few of the juicy tidbits: The word "bankruptcy" comes from an Italian practice

Posted Feb 15 2008 by Linda Keith

Workforce Worries: According to CFOs

Another interesting tidbit from the October 2007 issue of CFO Magazine. U.S. CFOs were asked their biggest workforce worries. Of those who ranked the following items in their top three, here are the percentages: Cost

Posted Feb 13 2008 by Linda Keith

Fear Factors: Questioning the viability of businesses and of lenders

"Businesses and transactions that may have been marginally viable in the recent past may no longer be viable when the risks they represent are more appropriately reflected...", says Don Wilson, President and COO of Amcore

Posted Feb 11 2008 by Linda Keith

What millionaire women say about Lenders

As I was reading the Millionaire Women Next Door by Thomas J. Stanley, PhD I was saddened. A bit of background: I was the second woman auditor ever hired for both the Washington State Department

Posted Feb 05 2008 by Linda Keith

Recommended Reading for Loan Officers...you might be surprised

One of my tax return analysis clients requires all loan officers in training to read the book: The Millionaire Next Door by Thomas J Stanley, PhD. I completely agree. We are all human and it

Posted Feb 04 2008 by Linda Keith