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Show Results For
- All HBS Web
(15,078)
- People (43)
- News (3,323)
- Research (9,172)
- Events (53)
- Multimedia (221)
- Faculty Publications (7,340)
- February 2008 (Revised May 2008)
- Supplement
Lincoln Financial Group (C)
LFG reorganizes its business in order to improve customer intimacy. However, to implement the strategy, they need to effect significant changes in the skills of their salespeople. This case series straddles human resource management, corporate strategy, and sales... View Details
Keywords: Organizational Change and Adaptation; Salesforce Management; Customer Focus and Relationships; Financial Services Industry
Godes, David B., and David Lane. "Lincoln Financial Group (C)." Harvard Business School Supplement 508-030, February 2008. (Revised May 2008.)
- 2024
- Working Paper
FinTech & Financial Frictions: The Rise of Revenue-Based Financing
We use data from a major South African payment processor to study how digital payments mitigate asymmetric information challenges in small business “revenue-based financing” contracts, which tie repayment schedules to future revenue. Eight months post-financing,... View Details
Russel, Dominic, Claire Shi, and Rowan Clarke. "FinTech & Financial Frictions: The Rise of Revenue-Based Financing." SSRN Working Paper Series, July 2024.
- TeachingInterests
Creating the Modern Financial System
By: David A. Moss
Creating the Modern Financial System offers a vital perspective on finance and the financial system by exploring the historical development of key financial instruments and institutions worldwide. The premise of the course is that students will gain a richer and... View Details
- 27 Mar 2020
- Video
Leading a Financial Institution in the Era of Climate Change
- Article
Financial Innovation and Endogenous Growth
By: Luc Laeven, Ross Levine and Stelios Michalopoulos
Is financial innovation necessary for sustaining economic growth? To address this question, we build a Schumpeterian model in which entrepreneurs earn profits by inventing better goods, and profit-maximizing financiers arise to screen entrepreneurs. The model has two... View Details
Laeven, Luc, Ross Levine, and Stelios Michalopoulos. "Financial Innovation and Endogenous Growth." Journal of Financial Intermediation 24, no. 1 (January 2015): 1–24.
- November 2010 (Revised May 2012)
- Background Note
Assessing a Company's Future Financial Health
By: Thomas R. Piper
The case provides students with (1) an understanding of the essence of long-term financial health; (2) familiarity with the calculation and meaning of various financial ratios; and (3) an understanding of the influence of a company's operating and competitive... View Details
Keywords: Financial Condition; Forecasting and Prediction; Investment Return; Operations; Competitive Strategy
Piper, Thomas R. "Assessing a Company's Future Financial Health." Harvard Business School Background Note 911-412, November 2010. (Revised May 2012.)
- March 1995
- Background Note
Primary Financial Statements
By: David F. Hawkins
Keywords: Financial Statements
Hawkins, David F. "Primary Financial Statements." Harvard Business School Background Note 195-178, March 1995.
- April 1985
- Background Note
Consolidated Financial Statements
By: David F. Hawkins
Keywords: Financial Statements
Hawkins, David F. "Consolidated Financial Statements." Harvard Business School Background Note 185-125, April 1985.
- March 2021 (Revised December 2021)
- Supplement
Ant Financial (D)
By: Feng Zhu, Krishna G. Palepu, Kerry Herman and Susie Ma
The (D) case updates the case series from the time of Ant’s planned IPO, and the Chinese government’s regulatory shifts. View Details
Keywords: Finance; Information Technology; Governing Rules, Regulations, and Reforms; Financial Services Industry; Financial Services Industry; China; Beijing
Zhu, Feng, Krishna G. Palepu, Kerry Herman, and Susie Ma. "Ant Financial (D)." Harvard Business School Supplement 621-089, March 2021. (Revised December 2021.)
- February 2008 (Revised May 2008)
- Case
Lincoln Financial Group (A)
Lincoln Financial Group (LFG) reorganizes its business in order to improve customer intimacy. However, to implement the strategy, they need to effect significant changes in the skills of their salespeople. This case series straddles human resource management, corporate... View Details
Keywords: Competency and Skills; Customer Relationship Management; Training; Selection and Staffing; Organizational Change and Adaptation; Performance Evaluation; Sales; Corporate Strategy
Godes, David B., and David Lane. "Lincoln Financial Group (A)." Harvard Business School Case 508-028, February 2008. (Revised May 2008.)
Business Analysis and Valuation: Using Financial Statements
This book provides a framework for business analysis and has been used by business schools throughout the world. It provides a foundation for analysis using four key steps: 1) Strategy analysis: Identifying a firm's strategy and understanding sources of its competitive... View Details
- Web
Financial Management of Smaller Firms - Course Catalog
HBS Course Catalog Financial Management of Smaller Firms Course Number 1452 Baker Foundation Professor Richard Ruback Professor of Management Practice Royce Yudkoff Fall; Q1Q2;... View Details
- 09 Mar 2011
- Working Paper Summaries
Accounting Scholarship That Advances Professional Knowledge and Practice
- Web
Financial Aid - Alumni
Giving Financial Aid Giving Financial Aid Change Lives Help make an HBS education accessible to students of all backgrounds Generous financial... View Details
- October 2009 (Revised February 2010)
- Case
Merger of Equals: The Integration of Mellon Financial and The Bank of New York (A)
By: Ryan D. Taliaferro, Clayton S. Rose and David Lane
Less than a month after the close of the merger between The Bank of New York and Mellon Financial, managers at the two firms realized that plans for combining their asset servicing businesses—and realizing the $180 million of annual cost savings that they had promised... View Details
Keywords: Mergers and Acquisitions; Asset Management; Financial Institutions; Risk Management; Integration; Information Technology; Financial Services Industry
Taliaferro, Ryan D., Clayton S. Rose, and David Lane. "Merger of Equals: The Integration of Mellon Financial and The Bank of New York (A)." Harvard Business School Case 210-016, October 2009. (Revised February 2010.)
- December 2016 (Revised January 2017)
- Supplement
Accounting for the iPhone Upgrade Program (B)
By: Jonas Heese, Krishna G. Palepu, H. David Sherman and Monica Baraldi
In October 2016, Apple Inc. announced the financial results for its fiscal year 2016. CEO Tim Cook commented on a very successful fiscal year 2016 and focused on all the positive financial results. However, Apple’s 2016 annual report was also telling another story.... View Details
Heese, Jonas, Krishna G. Palepu, H. David Sherman, and Monica Baraldi. "Accounting for the iPhone Upgrade Program (B)." Harvard Business School Supplement 117-039, December 2016. (Revised January 2017.)
- January 2019
- Article
The ABCs of Financial Education: Experimental Evidence on Attitudes, Behavior, and Cognitive Biases
By: Fenella Carpena, Shawn A. Cole, Jeremy Shapiro and Bilal Zia
This paper uses a large-scale field experiment in India to study attitudinal, behavioral, and cognitive constraints that can stymie the link between financial education and financial outcomes. The study complements financial education with (1) financial incentives on a... View Details
Carpena, Fenella, Shawn A. Cole, Jeremy Shapiro, and Bilal Zia. "The ABCs of Financial Education: Experimental Evidence on Attitudes, Behavior, and Cognitive Biases." Management Science 65, no. 1 (January 2019): 346–369.
- January 2018 (Revised February 2020)
- Case
Financial Inclusion at Omidyar Network
By: Vikram S. Gandhi, Caitlin Lindsay Reimers Brumme and James Barnett
A team of investors at Omidyar Network explore two different investment possibilities in the budding financial inclusion space using their investment framework to consider capital alternatives available for both investments, each of which carries highly divergent... View Details
Keywords: Impact Investing; Micro Finance; Investment; Investment Return; Investment Activism; Investment Portfolio; Microfinance; Africa; Philippines
Gandhi, Vikram S., Caitlin Lindsay Reimers Brumme, and James Barnett. "Financial Inclusion at Omidyar Network." Harvard Business School Case 318-004, January 2018. (Revised February 2020.)
- June 2020 (Revised February 2021)
- Supplement
Accounting for Leases at American Airlines (B)
By: Jonas Heese, Gerardo Pérez Cavazos and Julia Kelley
This is a supplement to the “Accounting for Leases at American Airlines (A)” case. The (B) case describes American Airlines’ financial results for the first quarter of 2020, as well as the continuing effects of coronavirus on the airline industry. View Details
Keywords: Accounting; Financial Reporting; Financial Statements; Finance; Governance; Corporate Accountability; Corporate Governance; Governing Rules, Regulations, and Reforms; Governing and Advisory Boards; Leasing; Health Pandemics; Accounting Industry; Accounting Industry; North and Central America; United States
Heese, Jonas, Gerardo Pérez Cavazos, and Julia Kelley. "Accounting for Leases at American Airlines (B)." Harvard Business School Supplement 120-113, June 2020. (Revised February 2021.)