Financial Heartland

Winter 2018 and Spring 2018 quarters

Taught by

strategic planning, business management and entrepreneurship, accounting

This program, designed for students with a strong interest in finance, accounting, business, and history, is an historical tour of the forces that molded and shaped the financial centers of three U.S. cities that are now mutual fund, commodity and capital raising hubs, (New York, Boston, Chicago). Our main themes will be the development of capital markets, business history, accounting, financial product evolution, competitive advantage of nations, and the political and economic role of commodities, mutual funds and stock exchanges.

The first quarter will cover the history of the three cities and explore how they came to be financial centers. We will then move on to a discussion of the evolution of mutual funds, commodities, and the capital raising process. Students will work in groups to research the history or a particular business in one of the financial center cities and present their findings at the end of the quarter. There will be a large emphasis on writing including brief and very focused assignments, as well as seminar papers.

In the second quarter, we will plan visits to a financial heartland city, as well as continuing our studies of finance, accounting, business, and history. Students will have the option to travel to one of the U.S. financial center cities for a week of research. The goal of these trips is to explore the financial expertise each of these cities for which the cities are known while also looking at how the wealth created by financial businesses has shaped these cities. Visits are expected to include meetings with various business people and to local museums and other cultural sites. Students remaining on campus will conduct a similar type of analysis on cities in Washington State, looking at the role finance played in their growth and evolution.

Program Details

Fields of Study

business and management history

Preparatory For

business, finance, and accounting.


Winter Open Spring Open

Location and Schedule

Final Schedule and Room Assignment

Campus Location


Time Offered


Online Learning

No Required Online Learning

Special Expenses

Approximately $900 for one week of travel to one of the financial center cities of Boston, Chicago, or New York. This includes travel, lodging, and meals, along with incidental expenses. Costs can vary widely depending upon accommodations and food expenses. Part of our planning for travel will include discussions of ways to mitigate expenses.


$200 in winter for entrance fees to museums and other sites.