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Finance and Financial Management

Western Kentucky University

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Ua3/1/1 President's Office-Cherry Reports, Wku Archives Jan 2021

Ua3/1/1 President's Office-Cherry Reports, Wku Archives

WKU Archives Collection Inventories

Reports made by Henry Cherry to the Board of Regents and departmental reports made to Henry Cherry.


Ua25/4 Finance & Administration - Vice President, Wku Archives Jan 2021

Ua25/4 Finance & Administration - Vice President, Wku Archives

WKU Archives Collection Inventories

Records created by and about the Vice President of Finance & Administration.


Ua3/10/3 Convocation, Timothy Caboni Aug 2020

Ua3/10/3 Convocation, Timothy Caboni

WKU Archives Records

Convocation speech given by WKU president Timothy Caboni regarding COVID-19, diversity, student recruitment, enrollment, retention and graduation; budget, and economic growth.


Effects Of Terrorism On The U.S. Stock Market: Evidence From High Frequency Data, Kyla Scanlon Apr 2019

Effects Of Terrorism On The U.S. Stock Market: Evidence From High Frequency Data, Kyla Scanlon

Mahurin Honors College Capstone Experience/Thesis Projects

This paper investigates the effects that terrorist attacks and mass shootings had on the U.S. stock market, using high frequency intraday data to identify stock price and variability reactions in the hours after the attack. The impact that terrorist attacks had on price level variability was examined using the generalized autoregressive conditional heteroskedasticity (GARCH) model. The market reaction to domestic versus foreign attacks was examined to measure a potential for contagion across financial markets. The potential for flight-to-safety/quality and capital reallocation in response to terrorist attacks were measured using ordinary least squares (OLS) model, measuring the respective betas of small …


Clarity For Due Diligence In 401(K) Qualified Retirement Plans, Erin O'Reilly Apr 2019

Clarity For Due Diligence In 401(K) Qualified Retirement Plans, Erin O'Reilly

Mahurin Honors College Capstone Experience/Thesis Projects

My focus for this project is to educate myself and my peers on the process of analyzing a 401(k) plan, specifically the due diligence that should be performed when analyzing a retirement plan. Specific aspects of this project will involve: (1) explaining the different roles needed to administer a 401(k) plan; (2) discussing an advisor's role in a 401(k) plan; (3) analyzing fiduciary duty levels; (4) reviewing the appropriate types of investments to include in a 401(k) plan; (5) providing suggestions for financial wellness programs; and (6) discerning the appropriate level of fees for each service. I seek to provide …


Ua25/3 Finance & Administration Internal Audit, Wku Archives Jan 2019

Ua25/3 Finance & Administration Internal Audit, Wku Archives

WKU Archives Collection Inventories

Records created by and about Internal Audit.


Ua25/1 Finance & Administration Accounts & Fiscal Services, Wku Archives Jan 2019

Ua25/1 Finance & Administration Accounts & Fiscal Services, Wku Archives

WKU Archives Collection Inventories

Financial records of historic value.


The Relationship Between Financial Literacy, Financial Status, And Academic Success In College Students, Brian Douglas Brausch Apr 2018

The Relationship Between Financial Literacy, Financial Status, And Academic Success In College Students, Brian Douglas Brausch

Dissertations

As the cost of college continues to rise, an increasing number of students are relying on loans and credit cards to fund their postsecondary education. In an effort to curb student debt and increase retention and graduation rates, many universities have begun to offer financial literacy initiatives to stimulate financial knowledge and promote positive money management behaviors.

This study examines the relationship between a for-credit personal financial literacy course and student academic success and economic status. Students who took a personal finance course during their first or second year of college are compared to a random sampling of students who …


The Retainer-Based Model Of Financial Planning, Savannah Stone Dec 2017

The Retainer-Based Model Of Financial Planning, Savannah Stone

Mahurin Honors College Capstone Experience/Thesis Projects

Through attending my classes and working part-time at a financial planning firm, I have learned about many different types of compensation for financial planners, the most common being commissions and fees. Western Kentucky University allowed me to travel to San Diego in January of 2017 to attend the TD Ameritrade LINC 2017 conference, and it was there that I was introduced to the concept of a monthly retainer model of compensation. This grabbed my attention because it was a relatively new and unusual form of payment for financial planning services. Through curiosity, this topic encouraged my study of the past, …


Bank Of Kentucky (Sc 3063), Manuscripts & Folklife Archives Oct 2016

Bank Of Kentucky (Sc 3063), Manuscripts & Folklife Archives

MSS Finding Aids

Finding aid and scan (Click on "Additional Files" below) for Manuscripts Small Collection 3063. Certificate for 100 shares of stock in the Bank of Kentucky, issued to May Humphreys on 1 February 1858. Signed by Virgil McKnight, President, and S. H. Bullen, Cashier.


Louisville Bridge Company - Louisville, Kentucky (Sc 3057), Manuscripts & Folklife Archives Oct 2016

Louisville Bridge Company - Louisville, Kentucky (Sc 3057), Manuscripts & Folklife Archives

MSS Finding Aids

Finding aid and scan (Click on "Additional Files" below) for Manuscripts Small Collection 3057. Certificate no. 1653 dated 21 August 1890 for ten shares of stock in the Louisville Bridge Company, issued to J. S. Bell. The certificate is endorsed by Bell and bears a cancellation stamp of 4 April 1896. Includes an engraving of the bridge spanning the Ohio River and the canal at Louisville, Kentucky.


Tipping The Scales: Is Right-To-Work Legislation On The Path To Prosperity?, Jessica Canada Aug 2016

Tipping The Scales: Is Right-To-Work Legislation On The Path To Prosperity?, Jessica Canada

Mahurin Honors College Capstone Experience/Thesis Projects

With West Virginia having just become the twenty-sixth state to pass right-to-work (RTW) legislation, the U.S. labor relations movement is at a tipping point. Other policy makers are closely watching the recent revival of RTW laws that has occurred over the last five years and are analyzing relevant studies to determine whether passing legislation that would outlaw union shops in their states might be worth a second look.

With this paper I intend to examine one of the dominant arguments against enacting RTW legislation in a state, which is that this legislation results in a greater degree of state-level income …


Desha, Joseph, 1768-1842 (Sc 3030), Manuscripts & Folklife Archives Jul 2016

Desha, Joseph, 1768-1842 (Sc 3030), Manuscripts & Folklife Archives

MSS Finding Aids

Finding aid and scan (Click on "Additional Files" below) for Manuscripts Small Collection 3030. Letter, 28 April 1830, of Joseph Desha, Cynthiana, Kentucky, to Adam Beatty, Washington, Kentucky. In response to Beatty’s inquiry, the former Kentucky governor writes that, despite facing personal financial loss, he is unable to advise on current debt relief measures directing Beatty to accept payments to “the Bank,” presumably the Bank of Kentucky, in discounted notes of the Bank of the Commonwealth.


Bank Of The United States (Sc 2963), Manuscripts & Folklife Archives Dec 2015

Bank Of The United States (Sc 2963), Manuscripts & Folklife Archives

MSS Finding Aids

Finding aid only for Manuscripts Small Collection 2963. Deed, 11 May 1827, from the Bank of the United States to William Ray, Louisville, Kentucky, of a tract of land in Louisville. Signed by Nicholas Biddle, President of the Bank of the United States, in the presence of Joseph Watson, Mayor of Philadelphia, Pennsylvania.


Just-In-Time Management In Healthcare Operations, Jinglin Li Apr 2015

Just-In-Time Management In Healthcare Operations, Jinglin Li

Mahurin Honors College Capstone Experience/Thesis Projects

Reducing costs and improving quality are two of the most important goals in managing healthcare operations. In this study, we explore how to improve healthcare operations by integrating Just-in-Time (JIT) management system. We first introduce the JIT management system, and then discuss how it can generate benefits in healthcare operations. We investigate implications for healthcare practice, which include how JIT techniques can be applied to healthcare operations, how hospitals and general practices can use JIT techniques, how JIT can help the patient throughput rate, and how technological advances can speed up healthcare processes. Implications for management and directions for future …


Financial Literacy In Retirement Planning, Jennifer Potts Dec 2013

Financial Literacy In Retirement Planning, Jennifer Potts

Mahurin Honors College Capstone Experience/Thesis Projects

Studying finance, I have been exposed to the retirement plan options and how they work in most of my classes. But when I would talk to my family and friends about what I was learning, I quickly discovered that many people simply had no interest or understanding about the subject. I believe everyone needs to have a basic understanding of where income will come from once they retire. This realization pushed me to study the level of financial literacy about retirement and plan options of adults in the working world and determine how I could bring information about this topic …


Bowling Green Gas, Oil And Refining Company - Bowling Green, Kentucky (Sc 2700), Manuscripts & Folklife Archives Apr 2013

Bowling Green Gas, Oil And Refining Company - Bowling Green, Kentucky (Sc 2700), Manuscripts & Folklife Archives

MSS Finding Aids

Finding aid and scans (Click on "Additional Files" below) for Manuscripts Small Collection 2700. Three certificates for shares of stock in the Bowling Green Gas, Oil and Refining Company, Bowling Green, Kentucky, and a subscription form for stock in the Consolidated Oil Corporation.


Hill, J. Murray, Sr., 1891-1961 (Sc 963), Manuscripts & Folklife Archives Mar 2013

Hill, J. Murray, Sr., 1891-1961 (Sc 963), Manuscripts & Folklife Archives

MSS Finding Aids

Finding aid and scans (Click on "Additional Files" below) for Manuscripts Small Collection 963. Letters, 1918, written by prominent Bowling Green, Kentucky, businessmen, attesting to the good character and competencies of J. Murray Hill, Sr. Also Warren Rural Electric Cooperative Corporation, Bowling Green, stock certificate, 1942.


Anderson, Joseph, 1757-1837 (Sc 456), Manuscripts & Folklife Archives Jun 2012

Anderson, Joseph, 1757-1837 (Sc 456), Manuscripts & Folklife Archives

MSS Finding Aids

Finding aid and scan (Click on "additional files" below) for Manuscripts Small Collection 456. Original letters (3) of Joseph Anderson, and original and holographic copies of letters, notes, etc. (11) written by William Meredith, Philadelphia, to Anderson, Washington, D.C. Anderson’s correspondence with Meredith pertains to a debt owed by Anderson since 1790. Anderson was a Tennessee Senator and first Comptroller of the Treasury.


The American Public Comprehensive University: An Exploratory Study Of The President's Role In Fundraising, Robert L. Jackson May 2012

The American Public Comprehensive University: An Exploratory Study Of The President's Role In Fundraising, Robert L. Jackson

Dissertations

The purpose of this exploratory study was to examine America’s 272 public comprehensive universities and the president’s role in fundraising in order to better understand this unique group. In addition, this study examined the president’s background, training, duties, and specific involvement in the fundraising process. Also, this study reviewed what background and training would have been helpful prior to and during a presidency in preparation for these duties and responsibilities.

Previous studies stated that presidents ranked fundraising as the number one area where they were least prepared when they assumed their new role. In addition, many university presidents reported that …


Ua94/5/4 Student/Alumni Personal Papers Bowling Green Business University W.A. Whitlow, Wku Archives Jan 2012

Ua94/5/4 Student/Alumni Personal Papers Bowling Green Business University W.A. Whitlow, Wku Archives

WKU Archives Collection Inventories

Accounting books created by W.A. Whitlow for courses taken at the Bowling Green Business University.


Managing Finances In College [Brochure And Video], Laura Heidel, Caleb M. Parrigan Oct 2011

Managing Finances In College [Brochure And Video], Laura Heidel, Caleb M. Parrigan

Counseling Concepts and Applications for Student Affairs Professionals (CNS 577)

Managing finances is a very important instrument that should be demonstrated on a daily basis by all students, and also any individual that is working full-time and has a set of expenses that must be paid. Creating a budget helps college students resist physical, mental, and emotional stress. Knowing how to budget your expenses will teach students how to be responsible, how you view money, and the true value of a dollar. Credit cards are also a potential stressor for students. Nellie Mae, a student loan provider, finds that 83% of undergraduates have at least one credit card and the …


Student Debt [Brochure And Video], John Roberts, Timothy Popma Jul 2011

Student Debt [Brochure And Video], John Roberts, Timothy Popma

Counseling Concepts and Applications for Student Affairs Professionals (CNS 577)

Research has proven that over the course of a student’s higher education career, individuals will become debt tolerant (Zhang and Kemp, 2009, p. 28). Being that students are becoming debt tolerant, more and more debt is taken from government aid or private loans to fund students through college. Currently, the national student debt amount is over $950 billion. Mark Kantrowitz, a publisher of FinAid.org, states, “national student debt increases $2853.88 every second.” Unfortunately, student debt has not only accrued from education alone. Students are using student loan refunds and credit cards to finance the high standard of living in America. …


Fruit Of The Loom (Sc 2457), Manuscripts & Folklife Archives Jun 2011

Fruit Of The Loom (Sc 2457), Manuscripts & Folklife Archives

MSS Finding Aids

Finding aid and scan (Click on "Additional Files" below) for Manuscripts Small Collection 2457. Stock certificate issued to Julius and Emilie Twesten on 7 June 1950 for eleven shares of preferred stock of Fruit of the Loom, Inc.


Ua3/9 Recommendation On 2011-2012 Budget, Wku President's Office, Gary Ransdell Jun 2011

Ua3/9 Recommendation On 2011-2012 Budget, Wku President's Office, Gary Ransdell

WKU Archives Records

Memo from President Gary Ransdell to the faculty and staff regarding the budget submitted to the WKU Board of Regents.


Deterministic And Stochastic Bellman's Optimality Principles On Isolated Time Domains And Their Applications In Finance, Nezihe Turhan May 2011

Deterministic And Stochastic Bellman's Optimality Principles On Isolated Time Domains And Their Applications In Finance, Nezihe Turhan

Masters Theses & Specialist Projects

The concept of dynamic programming was originally used in late 1949, mostly during the 1950s, by Richard Bellman to describe decision making problems. By 1952, he refined this to the modern meaning, referring specifically to nesting smaller decision problems inside larger decisions. Also, the Bellman equation, one of the basic concepts in dynamic programming, is named after him. Dynamic programming has become an important argument which was used in various fields; such as, economics, finance, bioinformatics, aerospace, information theory, etc. Since Richard Bellman's invention of dynamic programming, economists and mathematicians have formulated and solved a huge variety of sequential decision …


Ua3/9 201 Advanced Practice Doctorates & Budget Reductions, Wku President's Office, Gary Ransdell Mar 2011

Ua3/9 201 Advanced Practice Doctorates & Budget Reductions, Wku President's Office, Gary Ransdell

WKU Archives Records

Memo entitled 1) 2011 General Assembly / Action on Advanced Practice Doctorates / Doctor of Physical Therapy at WKU; and 2) Budget Reductions for 2011-2012 issued by President Gary Ransdell to faculty and staff. Gives detailed budget reductions by department.


Ua9/4 Institutional Advancement - College Heights Foundation, Wku Archives Dec 2010

Ua9/4 Institutional Advancement - College Heights Foundation, Wku Archives

WKU Archives Collection Inventories

Records created by and about College Heights Foundation including annual reports, meeting minutes, publications and subscriber lists.


Ua4/1 Acadmic Budgets & Administration - Reports, Wku Archives Dec 2010

Ua4/1 Acadmic Budgets & Administration - Reports, Wku Archives

WKU Archives Collection Inventories

Reports created by the office of Academic Budgets & Administration and its reporting offices:

  • Academic Budgets
  • Manager of Academic Resources
  • PIE Grants Coordinator

Includes operating budgets and salary reports.


Ua4/2 Academic Budgets & Administration - Correspondence/Subject File, Wku Archives Dec 2010

Ua4/2 Academic Budgets & Administration - Correspondence/Subject File, Wku Archives

WKU Archives Collection Inventories

Correspondence and subject files created by the office of Academic Budgets & Administration and its reporting offices:

  • Academic Budgets
  • Manager of Academic Resources
  • PIE Grants Coordinator