ACKNOWLEDGMENTS

We—Karen and Joe—have been working together for about ten years. Our partnership began with a chance meeting at a conference and evolved over time into co-ownership of our company, the Business Literacy Institute, and now into coauthorship of the Financial Intelligence series of books. Over the years, we have met, worked with, and shared experiences with many people who have had an impact on our thinking and our work. These books are a culmination of our education, of our work and management experiences, of our research, of our partnership, and of all we have learned from our work with thousands of employees, managers, and leaders.

Karen first met John while conducting research for her dissertation. He was, and still is, one of the preeminent experts on open-book management. We kept track of each other through the years and were always interested in each other’s work. Karen was delighted when John wanted to be a part of this project. He has been an indispensable part of the team.

Many other people have helped make this book a reality. Among them: