by David Stauffer - Publications - Faculty & Research

February 2014
Teaching Note

Advising Families on Estate Planning

By: Robert C. Pozen

Sean Warrick is an estate planning adviser at Hellwig & Macon. He is preparing for meetings with two clients. His first clients are Peggy and David Bartley, a professional married couple of moderate wealth. His second clients are Ray and Michelle Polanski, a couple... View Details

Keywords: Estate Planning; Estate Tax; Gift Tax; Gift Giving; Generation Skipping Tax; Tax Accounting; Tax Strategy; Taxes; Taxation; Retirement; Financial Services Industry; United States

Citation

January 2014 (Revised June 2014)
Case

Advising Families on Estate Planning

By: Robert C. Pozen and Lucas W. Goodman

Sean Warrick is an estate planning adviser at Hellwig & Macon. He is preparing for meetings with two clients. His first clients are Peggy and David Bartley, a professional married couple of moderate wealth. His second clients are Ray and Michelle Polanski, a couple... View Details

Keywords: Estate Planning; Estate Tax; Gift Tax; Generation Skipping Tax; Tax Accounting; Tax Strategy; Taxes; Taxation; Retirement; United States

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27 Jan 2015
First Look

First Look: January 27

oneself and to engage in moral compensation by behaving prosocially. We established the role that impurity played in these effects through mediation and moderation. We found that inauthenticity-induced cleansing and compensatory helping... View Details

Keywords: Sean Silverthorne

05 Mar 2013
First Look

First Look: March 5

issuers deteriorates during credit booms, and that this deterioration forecasts low excess returns to corporate bondholders. The key insight is that changes in the pricing of credit risk disproportionately affect the financing costs faced View Details

Keywords: Sean Silverthorne

February 2006 (Revised May 2006)
Case

JA Worldwide: Managing Change in a Multi-governed Environment

By: Michael Chu and Barbara Zepp Larson

Post-merger, the head of Junior Achievement (JA) Worldwide must now oversee operations in 98 countries serving 6.6 million students, with over 7,600 local chapter board directors. President and CEO David Chernow's own board has increased to 111 members. Two separate... View Details

Keywords: Mergers and Acquisitions; Business Model; Change Management; Cross-Cultural and Cross-Border Issues; Governance; Business or Company Management; Service Operations; Organizational Structure; Nonprofit Organizations; Balance and Stability

Citation

Find at Harvard

01 Mar 2016
First Look

March 1, 2016

2016 Boston: Self-published An Easy Introduction to Financial Accounting: A Self-Study Guide By: Narayanan, V.G. Abstract—This book is a self-study guide written for someone who wishes to teach themselves basic financial accounting. It is based on a course View Details

Keywords: Sean Silverthorne

21 Oct 2014
First Look

First Look: October 21

well-established organizations to act in new ways is never easy. This book is designed to support business leaders and organizational scholars who are grappling with this challenge by pulling together leading-edge insights from some of... View Details

Keywords: Sean Silverthorne

25 May 2010
First Look

First Look: May 25

attempting the transformation required to embrace a new, dominant technology—the choice to maintain focus on the old technology. In considering this choice we distinguish between "racing" strategies, which attempt to fight off the rise of the new technology... View Details

Keywords: Martha Lagace

12 Oct 1999
Research & Ideas

The Intellectual Underpinnings of Entrepreneurial Management

What are the roots of entrepreneurship as an academic field of interest? The term entrepreneur—literally, "undertaker"—has been around for over two centuries, having been introduced in the early eighteenth century by the... View Details

Keywords: by Howard H. Stevenson & Teresa M. Amabile

26 Apr 2016
First Look

April 26

Harm By: Minor, Dylan Abstract—We explore the relationship between managerial incentives and environmental harm. We find that high-powered executive compensation packages can increase the odds of environmental law breaking by 40%–60% and... View Details

Keywords: Sean Silverthorne

17 Oct 2017
First Look

First Look at New Research and Ideas, October 17, 2017

Hybrids and Hybrid Organizing: A Review and Roadmap for Future Research By: Battilana, Julie, Marya Besharov, and Bjoern Mitzinneck Abstract—The purpose of this chapter is to advance research on hybrids by bringing together work from... View Details

Keywords: Sean Silverthorne

February 1999 (Revised March 2000)
Case

Beth Israel Deaconess Medical Center: Coordinating Patient Care

External cost pressures are motivating the adoption of case management (CM) at Beth Israel Deaconess Medical Center (BIDMC), but several of the organization's key professional groups are working against it. President and CEO David Dolins must decide whether CM is... View Details

Keywords: Organizational Change and Adaptation; Service Operations; Organizational Culture; Health Care and Treatment; Health Industry; Boston

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07 Sep 2011
First Look

First Look: Sept. 7

limitations and constraints others have accepted, and set out to create new realities. This book is motivated by a simple observation: Leadership, innovation, entrepreneurship, creativity, problem solving, business growth-and even... View Details

Keywords: Sean Silverthorne

24 Dec 2013
First Look

First Look: December 24

differs by firm ownership. We study CEOs in the Indian manufacturing sector, where family ownership is widespread and the productivity dispersion across firms is substantial. Time use analysis of 356 CEOs of listed firms yields three sets... View Details

Keywords: Carmen Nobel

04 Aug 2009
First Look

First Look: August 4

Montgomery County Public Schools Authors:Stacey M. Childress, Dennis Doyle, and David A. Thomas, with a foreword by David Gergen Publication:Cambridge: Harvard Education Press,... View Details

Keywords: Martha Lagace

12 Jul 2011
First Look

First Look: July 12

PublicationsBlending Quantitative and Qualitative Methods in Organizational Research Authors:Amy C. Edmondson and Tiona Zuzul Publication:In Encyclopedia of Strategic Management, edited by D. Teece and M. Augier. London: Palgrave,... View Details

Keywords: Carmen Nobel

27 Apr 2010
First Look

First Look: April 27

our results suggest that the predictive value of accruals and market participants' ability to process it are a significant driver of accrual-based anomalies. Consumer Policy Author:J. Gunnar Trumbull Publication:Chap. 26 in The Oxford Handbook on Business and... View Details

Keywords: Martha Lagace

14 Jun 2016
First Look

June 14, 2016

patent applications in 1976 to 16% in 2008. This is partly driven by the increase in the prevalence of information and communication technology; however, even for patents unrelated to information and communication technology, we see a... View Details

Keywords: Sean Silverthorne

23 Jun 2016
Op-Ed

Brexit: Should Britain Stay or Go?

Brexit is Not Better for Britain Britain rarely has referendums, and for good reason. They call for binary decisions on complex issues, and voters have all sorts of reasons for voting one way or another. It is unprecedented that British Prime Minister View Details

Keywords: by Geoffrey G. Jones & Dante Roscini

December 2020 (Revised March 2025)
Case

Responsive Working at PepsiCo UK (A): Designing a Turnaround

By: Amy C. Edmondson and Nancy Boghossian Staples

Facing a significant decline in revenues in 2016, David Gwilliam, Head of Transformation at PepsiCo UK introduced a new way of working (“Responsive Working”), which encompasses a set of work practices and some new team structures. The work practices comprise a set of 9... View Details