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  • April 2022 (Revised August 2022)
  • Case

Conflicts of Interest at Uptown Bank

By: Jonas Heese
In 2013, two employees debated whether to blow the whistle on their employer, Bell Bank, after completing an internal review that revealed undisclosed conflicts of interest. Bell Bank’s Asset Management business disproportionately invested clients’ money in Bell Bank’s... View Details
Keywords: Whistleblower; Whistleblowing; Mutual Funds; Conflicts Of Interest; Decision Making; Decisions; Judgments; Ethics; Moral Sensibility; Values and Beliefs; Finance; Financial Institutions; Banks and Banking; Financial Management; Investment; Investment Funds; Governance; Corporate Accountability; Corporate Disclosure; Corporate Governance; Governance Compliance; Governance Controls; Policy; Law; Legal Liability; Social Psychology; Motivation and Incentives; Perception; Perspective; Trust; Financial Services Industry; North and Central America; United States
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Heese, Jonas. "Conflicts of Interest at Uptown Bank." Harvard Business School Case 122-022, April 2022. (Revised August 2022.)
  • 22 Nov 2011
  • First Look

First Look: November 22

not to undertake a branding initiative. Founded in 1802, West Point has played a key role in America's history. It is one of the nation's oldest institutions of higher learning and is well known for producing prominent military,... View Details
Keywords: Sean Silverthorne
  • 13 Aug 2024
  • Op-Ed

Can AI Save Physicians from Burnout?

many patients as possible. Rewards for quality and value creation are rare, if at all present, in physician compensation plans. As time previously devoted to compiling EMR documentation becomes available, institutions may increase their... View Details
Keywords: by Susanna Gallani, Lidia Moura, and Katie Sonnefeldt; Health
  • 25 Aug 2015
  • First Look

First Look Tuesday

short- and long-term direct monetary effects of operating a winning athletics program for an academic institution of higher education. We construct a unique panel dataset from multiple sources and utilize the latest dynamic panel data... View Details
  • 05 Sep 2012
  • What Do You Think?

Will Business Management Save US Health Care?

era of a medical star system is about over. Outstanding medical institutions like Mayo Clinic and Cleveland Clinic have long avoided it. They opt instead for hiring practitioners as employees who are paid incentives for providing better... View Details
Keywords: by Jim Heskett; Health
  • 07 Jul 2010
  • First Look

First Look: July 7

Building the Water Cube Robert Eccles, Amy C. Edmondson, and Dilyana KaradzhovaHarvard Business School Case 410-054 Arup, an engineering firm, collaborated with PTW Architects and China Construction Design Institute to develop a design... View Details
Keywords: Martha Lagace
  • 06 Dec 2021
  • Research & Ideas

The Popular Stock Metric That Can Lead Investors Astray

to spot potentially underpriced stocks, and major stock indexes and institutional investors lean on the metric as well. Yet, in an examination of thousands of stocks over a period of nearly 40 years, Wang and colleagues find that the... View Details
Keywords: by Rachel Layne
  • 20 Mar 2012
  • First Look

First Look: March 20

consumers and producers, and such changes typically required the mobilization of political power to overcome resistance to such changes. In order to support such developmental changes, the political authorities of capitalism had to acquire the capacity, and the... View Details
Keywords: Sean Silverthorne
  • June 2016
  • Supplement

Supply Chain Finance at Procter & Gamble Spreadsheet Supplement

By: Benjamin C. Esty, Scott Mayfield and David Lane
In April 2013, Procter & Gamble (P&G), the world’s largest consumer packaged goods (CPG) company, announced that it would extend its payment terms to suppliers by 30 days. At the same time, P&G announced a new supply chain financing (SCF) program giving suppliers the... View Details
Keywords: Working Capital; Supply Chain Finance; Corporate Treasury; Consumer Packaged Goods; Value Creation; Supply Chain; Supplier Relationships; Banking; Liquidity; Accounts Payable; Accrual Accounting; Financial Reporting; Cash Flow; Cost Management; Banks and Banking; Financial Strategy; Multinational Firms and Management; Supply Chain Management; United States; Brazil
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Esty, Benjamin C., Scott Mayfield, and David Lane. "Supply Chain Finance at Procter & Gamble Spreadsheet Supplement." Harvard Business School Spreadsheet Supplement 216-713, June 2016.
  • August 2004 (Revised September 2005)
  • Case

Stanley O'Neal at Merrill Lynch (A)

By: David A. Thomas and Ayesha Kanji
In the late 1970s, Stanley O'Neal joined Merrill Lynch as an investment banker. Profiles O'Neal's ascent at Merrill to CEO. O'Neal put Merrill through a comprehensive restructuring program, cutting costs and significantly reducing the work force. As CEO, O'Neal faces... View Details
Keywords: Restructuring; Race; Cost Management; Investment Banking; Job Cuts and Outsourcing; Leadership; Management Succession; Performance Effectiveness; Personal Development and Career
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Thomas, David A., and Ayesha Kanji. "Stanley O'Neal at Merrill Lynch (A)." Harvard Business School Case 405-029, August 2004. (Revised September 2005.)
  • January 2002 (Revised June 2003)
  • Case

Abelli and Saviotti at Banca Commerciale Italiana (A)

By: Tiziana E. Casciaro, Kathleen L. McGinn and Massimiliano Belingheri
In 1999, a powerful struggle amidst complex corporate and interpersonal networks led to the failed merger between Banca Commerciale Italiana and Unicredito Italiano--two of Italy's largest banking groups. This case analyzes the actions of Abelli and Saviotti, co-CEOs... View Details
Keywords: Mergers and Acquisitions; Networks; Banks and Banking; Business Strategy; Power and Influence; Crisis Management; Government and Politics; International Finance; Failure; Banking Industry; Italy
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Casciaro, Tiziana E., Kathleen L. McGinn, and Massimiliano Belingheri. "Abelli and Saviotti at Banca Commerciale Italiana (A)." Harvard Business School Case 402-043, January 2002. (Revised June 2003.)
  • 12 Jul 2020
  • Book

The Harvard Business School Faculty Summer Reader 2020

World One Smart Innovation at a Time When institutions let us down, look for leadership outside of hierarchies, says Rosabeth Moss Kanter. These leaders "don’t wait to be asked; they just get moving." Healthy Buildings: How... View Details
Keywords: by Staff
  • 15 Jan 2019
  • First Look

New Research and Ideas, January 15, 2019

faster-growing companies to raise more capital. These results highlight the importance of institutions in enabling the provision of entrepreneurial capital to young companies. In Search of Organizational Alignment Using a 360-Degree... View Details
Keywords: Dina Gerdeman
  • 09 Mar 2010
  • First Look

First Look: March 9

Journal (forthcoming) Abstract Stable category meanings act as institutions that facilitate market exchange by providing bases for comparison and valuation. Yet little is known about meaning construction in new categories or how meaning... View Details
Keywords: Martha Lagace
  • 09 Feb 2009
  • Research & Ideas

Uncompromising Leadership in Tough Times

and do. We have just created a not-for-profit organization called the TruePoint Center for High Commitment and High Performance. This will be a research and education institute intended to increase our understanding of these organizations... View Details
Keywords: by Martha Lagace
  • 28 Aug 2007
  • First Look

First Look: August 28, 2007

or even employing the long arm of the government; and the influence of informal and formal institutions on opportunities for success in international finance and trade. Identity as a Variable Authors: Rawi Abdelal, ed., Yoshiko M.... View Details
Keywords: Martha Lagace
  • 15 Nov 2016
  • First Look

November 15, 2016

reporting. Purchase this case: https://cb.hbsp.harvard.edu/cbmp/product/317028-PDF-ENG Harvard Business School Case 917-404 Transferring Knowledge Between Projects at NASA JPL (A) The Jet Propulsion Laboratory (JPL)—formally part of the California View Details
Keywords: Sean Silverthorne
  • 01 Jul 2008
  • First Look

First Look: July 1, 2008

b01/en/common/item_detail.jhtml?id=808112 SKS Microfinance Harvard Business School Case 208-137 Vikram Akula, CEO of SKS Microfinance, seeks a venture capital investment to fund his firm. SKS, one of the largest and fastest growing microfinance View Details
Keywords: Martha Lagace
  • 05 Dec 2013
  • Op-Ed

Encourage Breakthrough Health Care by Competing on Products Rather Than Patents

Edythe L. Broad Institute of Harvard and MIT, at November's Healing Ourselves Health Care Forum event. There, Lander made a potent case for creating a multi-corporate consortium that would openly share validated targets. Instead of... View Details
Keywords: by Richard G. Hamermesh; Biotechnology; Health
  • 19 Jan 2016
  • First Look

January 19, 2016

market as a whole experienced high returns relative to Treasury bills. In the spirit of Fischer Black’s 1993 article “Beta and Return,” published in this journal, the author takes seriously the idea that this evidence reflects a risk anomaly—a mispricing of risk for... View Details
Keywords: Sean Silverthorne
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