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  • October 1998 (Revised March 1999)
  • Case

US Office Products (B): Operational and Financial Restructuring

Supplements the (A) case. View Details
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Hallowell, Roger H. "US Office Products (B): Operational and Financial Restructuring." Harvard Business School Case 799-030, October 1998. (Revised March 1999.)
  • 12 Jul 2010
  • Conference Presentation

Don't Stone the CROs! - The Evolving Role of the Chief Risk Officer

By: Anette Mikes
Keywords: Management Teams
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Mikes, Anette. "Don't Stone the CROs! - The Evolving Role of the Chief Risk Officer." Paper presented at the Financial Services Authority Risk Management Conference, July 12, 2010.
  • 09 Jul 2010
  • Conference Presentation

Don't Stone the CROs! - The Evolving Role of the Chief Risk Officer

By: Anette Mikes
Keywords: Management Teams
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Mikes, Anette. "Don't Stone the CROs! - The Evolving Role of the Chief Risk Officer." Paper presented at the Risk Vision Seminar, London, July 09, 2010.
  • October 2022
  • Case

An Heir with No Spare: The Deitch Family Office

By: Lauren Cohen and Grace Headinger
Joe and Matt Deitch, father and son, knew it was time to start their own family office. Matthew had recently joined his father at the family’s three enterprises, and they both realized that their family’s needs had grown increasingly complex over the years. In search... View Details
Keywords: Family Office; Philanthropy; Charitable Giving; Family; Family Business; Talent and Talent Management; Entrepreneurship; Governance; Values and Beliefs; Job Search; Organizational Design; Organizational Structure; Family Ownership; Philanthropy and Charitable Giving; Family and Family Relationships; Financial Services Industry; Financial Services Industry; Financial Services Industry; United States; Massachusetts; Boston; Florida; Miami
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Cohen, Lauren, and Grace Headinger. "An Heir with No Spare: The Deitch Family Office." Harvard Business School Case 223-019, October 2022.
  • March 2012 (Revised July 2018)
  • Supplement

V-Cola: Confidential Instructions for C.F. Oh Chief Financial Officer, Trek Beverages

By: Ian Larkin and Hal Movius
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Larkin, Ian, and Hal Movius. "V-Cola: Confidential Instructions for C.F. Oh Chief Financial Officer, Trek Beverages." Harvard Business School Supplement 912-048, March 2012. (Revised July 2018.)
  • March 2012 (Revised October 2021)
  • Supplement

V-Cola: Confidential Instructions for Cash Adman Chief Financial Officer, Chikara Advertising

By: Ian Larkin and Hal Movius
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Larkin, Ian, and Hal Movius. "V-Cola: Confidential Instructions for Cash Adman Chief Financial Officer, Chikara Advertising." Harvard Business School Supplement 912-044, March 2012. (Revised October 2021.)
  • October 2022 (Revised September 2024)
  • Case

To SFO or Not To SFO: The Tolman Family Selects a Family Office Strategy

By: Lauren Cohen, Hao Gao, Victoria Alvarez-Arango, Grace Headinger, Mili Sanwalka and Anna Yuan
Peter Tolman, a first-generation investment professional, debated which family office strategy to adopt for managing his family’s assets. As the sole steward of his family’s wealth, he sought to conserve and grow his family’s wealth for him, his wife, and his two very... View Details
Keywords: Family Office; Investment Strategy; Family Business; Financial Strategy; Investment; Strategy; Diversification; Management; Asset Management; Wealth; Financial Services Industry; United States; Canada
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Cohen, Lauren, Hao Gao, Victoria Alvarez-Arango, Grace Headinger, Mili Sanwalka, and Anna Yuan. "To SFO or Not To SFO: The Tolman Family Selects a Family Office Strategy." Harvard Business School Case 223-021, October 2022. (Revised September 2024.)
  • 08 Oct 2014
  • Research & Ideas

Who Is the Chief Sustainability Officer?

efforts. But despite dozens of individuals in some of the world's largest companies taking on these duties, the role has been little studied. Just what are chief sustainability officers (CSO), where do they... View Details
Keywords: by Dina Gerdeman; Manufacturing
  • August 2001 (Revised February 2005)
  • Case

Dakota Office Products

By: Robert S. Kaplan
The senior management team of Dakota, an office products distributor, is concerned about the company's first loss in history. Explores the role for activity based costing and customer profitability measurement in a distribution company. Dakota's customers are... View Details
Keywords: Activity Based Costing and Management; Order Taking and Fulfillment; Profit; Distribution; Customers; Distribution Industry
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Kaplan, Robert S. "Dakota Office Products." Harvard Business School Case 102-021, August 2001. (Revised February 2005.)
  • December 2017
  • Teaching Note

Vicki Fuller: Chief Investment Officer of New York State's $150+ Billion Employee Pension Fund

By: Steven Rogers and Valerie Mosley
Teaching Note for HBS No. 317-044. View Details
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Rogers, Steven, and Valerie Mosley. "Vicki Fuller: Chief Investment Officer of New York State's $150+ Billion Employee Pension Fund." Harvard Business School Teaching Note 318-007, December 2017.
  • August 2008
  • Supplement

Lenovo Chief Marketing Officer and Senior VP E-Commerce, Deepak Advani, Interviewed by Professor John Quelch

By: John A. Quelch
Professor John Quelch interviewed Lenovo CMO, Deepak Advani, regarding Lenovo's buy-out of IBM's personal computer business, and Lenovo's marketing strategy leading up to the 2008 Summer Olympics in Beijing, China. View Details
Keywords: Advertising; Leveraged Buyouts; Brands and Branding; Marketing Strategy; Hardware; Computer Industry; China
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Quelch, John A. "Lenovo Chief Marketing Officer and Senior VP E-Commerce, Deepak Advani, Interviewed by Professor John Quelch." Harvard Business School Video Supplement 509-711, August 2008.
  • March 2012
  • Case

Ponce de Leon: Confidential Instructions for Donald Sanger, Chief Financial Officer, Panama Studios

By: Ian Larkin
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Larkin, Ian. "Ponce de Leon: Confidential Instructions for Donald Sanger, Chief Financial Officer, Panama Studios." Harvard Business School Case 912-039, March 2012.
  • August 2015
  • Exercise

Finalizing a Deal between Riva Corporation and Charlton Corporation: Riva's Internal Deliberation (E)—Riva's Chief Strategy Officer

By: Andy Zelleke and Tony Mayo
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Zelleke, Andy, and Tony Mayo. "Finalizing a Deal between Riva Corporation and Charlton Corporation: Riva's Internal Deliberation (E)—Riva's Chief Strategy Officer." Harvard Business School Exercise 316-024, August 2015.
  • March 2017 (Revised March 2019)
  • Case

Ant Financial (A)

By: Feng Zhu, Ying Zhang, Krishna G. Palepu, Anthony K. Woo and Nancy Hua Dai
Headquartered in Hangzhou (China), Ant Financial has grown into a fintech “Unicorn.” The fintech empire that the company established spanned verticals such as mobile and online payment (Alipay), money market fund (Yu’e Bao), wealth management (Ant Fortune),... View Details
Keywords: Growth and Development Strategy; Global Strategy; Finance; Opportunities; Financial Services Industry; Financial Services Industry
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Zhu, Feng, Ying Zhang, Krishna G. Palepu, Anthony K. Woo, and Nancy Hua Dai. "Ant Financial (A)." Harvard Business School Case 617-060, March 2017. (Revised March 2019.)
  • October 2007
  • Case

The AtekPC Project Management Office

By: F. Warren McFarlan, Mark Keil and John Hupp
Presents one company's efforts to implement a project management organization, or PMO, and the challenges they faced in doing so. Issues brought out in the case include defining the PMO's purpose and mission, the structure and governance of the PMO, and how to... View Details
Keywords: Projects; Goals and Objectives; Technological Innovation; Information Technology; Business Strategy; Mathematical Methods; Consulting Industry
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McFarlan, F. Warren, Mark Keil, and John Hupp. "The AtekPC Project Management Office." Harvard Business School Case 308-049, October 2007.
  • October 1998 (Revised March 1999)
  • Case

US Office Products (A)

Growth by acquisition (rolling up or consolidating an industry) results in questions about integrating operations, corporate form, financial structure, and management for this company. View Details
Keywords: Integration; Business or Company Management; Acquisition
Citation
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Hallowell, Roger H. "US Office Products (A)." Harvard Business School Case 799-029, October 1998. (Revised March 1999.)
  • April 2010
  • Background Note

Securities Trading: Front-, Middle- and Back Office

By: Francois Brochet and Rakeen Mabud
This note explains the basic structure of the trading floor in a typical financial institution and how the front, middle and back offices interact to ensure a functioning trading system. View Details
Keywords: Capital Markets; Financial Institutions; Financial Services Industry
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Brochet, Francois, and Rakeen Mabud. "Securities Trading: Front-, Middle- and Back Office." Harvard Business School Background Note 110-070, April 2010.
  • March 2004 (Revised April 2005)
  • Case

Midwest Office Products

By: Robert S. Kaplan
Presents an easy introduction to time-driven activity-based costing (ABC) that allows students to build a simple ABC model of order profitability. Midwest's time-driven ABC approach is based on two categories of parameter estimates. The first is the cost per hour of... View Details
Keywords: Cost; Price; Activity Based Costing and Management; Time Management; Financial Reporting; Profit; Performance Improvement; Order Taking and Fulfillment; Performance Evaluation
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Kaplan, Robert S. "Midwest Office Products." Harvard Business School Case 104-073, March 2004. (Revised April 2005.)
  • Research Summary

The American Chief Executive from 1850 to 2000

By: Richard S. Tedlow
Richard S. Tedlow's research explores changes in the leadership strategies, styles, and backgrounds of corporate chief executive officers in the United States over the past century and a half. This project has both a qualitative and a quantitative component. The... View Details
  • January 1986
  • Supplement

Gurney Seed & Nursery Corp.: Question and Answer Session with John W. Kemp, Chief Financial Officer, Video

By: Francis Aguilar
Citation
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Aguilar, Francis. "Gurney Seed & Nursery Corp.: Question and Answer Session with John W. Kemp, Chief Financial Officer, Video." Harvard Business School Video Supplement 886-531, January 1986.
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