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  • All HBS Web  (4,562)
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    Gerald Zaltman

    *Joined Harvard Faculty: 1991
    Prior Faculty Appointments: Northwestern University, 1968-75;
    University of Pittsburgh, 1975-91

    *Doctoral Degree in Sociology Received from: The John Hopkins University;
    MBA Degree Received from: The University of... View Details

    Keywords: financial services; financial services; financial services; financial services; financial services; financial services; financial services; financial services; financial services; financial services; financial services; financial services; financial services; financial services; financial services
    • July 2023 (Revised October 2024)
    • Case

    Revenue Recognition at Stride Funding: Making Sense of Revenues for a Fintech Startup

    By: Paul M. Healy and Jung Koo Kang
    The case explores the challenges of revenue recognition and financial reporting for Stride Funding (Stride), a fintech startup that has disrupted the student loan market. Stride leveraged proprietary machine learning and financial models to underwrite alternative... View Details
    Keywords: Revenue Recognition; Financial Reporting; Entrepreneurial Finance; Business Startups; Growth and Development Strategy; Governance Compliance; Accrual Accounting; Financial Services Industry; United States
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    Healy, Paul M., and Jung Koo Kang. "Revenue Recognition at Stride Funding: Making Sense of Revenues for a Fintech Startup." Harvard Business School Case 124-015, July 2023. (Revised October 2024.)
    • November 2021 (Revised January 2022)
    • Case

    KFA, Inc.: Building the Future

    By: Lynda M. Applegate and Elizabeth M. Adams
    In 2021, Greg Bush, Jr., owner, president, and CEO of KFA, Inc. is working with his leadership team to plan for the future. KFA provides consulting services on software and project management needs for infrastructure projects. Bush and his team have just debuted a new... View Details
    Keywords: Small Business; Communication Technology; Developing Countries and Economies; Growth and Development Strategy; Infrastructure; Consulting Industry; Information Technology Industry; Chicago; United States
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    Applegate, Lynda M., and Elizabeth M. Adams. "KFA, Inc.: Building the Future." Harvard Business School Case 822-046, November 2021. (Revised January 2022.)
    • February 2015
    • Case

    Transforming Verizon 2015: Going Above the Network

    By: Rosabeth Moss Kanter and Daniel Fox
    In 2015, the Chairman and CEO of Verizon Communications reflects on his four years leading the company and considers strategic repositioning for the future. Meanwhile, a rising leader within the organization, Marni Walden, leads change with a new, company-wide product... View Details
    Keywords: Verizon; Lowell McAdam; Marni Walden; Verizon Wireless; Telecommunications; Wireless Communications; Organizational Change And Transformation; Organizational Culture; Corporate Strategy; Corporate Structure; Reorganization; Positioning; Transformation; Leadership; Managing Change; Organizational Change and Adaptation; Communication Technology; Innovation Leadership; Wireless Technology; Telecommunications Industry; United States
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    Kanter, Rosabeth Moss, and Daniel Fox. "Transforming Verizon 2015: Going Above the Network." Harvard Business School Case 315-068, February 2015.
    • December 2008
    • Case

    Taylor Fresh Foods

    By: David E. Bell, Natalie Kindred and Mary Louise Shelman
    In 13 years, Bruce Taylor had built Taylor Fresh Foods into a $1 billion company and the top supplier of salads to the U.S. food service industry and to supermarket deli departments. In 2008, he was convinced that the time was right to make a big push in the fresh food... View Details
    Keywords: Food; Brands and Branding; Demand and Consumers; Supply Chain Management; Competition; Expansion; Agriculture and Agribusiness Industry; United States
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    Bell, David E., Natalie Kindred, and Mary Louise Shelman. "Taylor Fresh Foods." Harvard Business School Case 509-008, December 2008.
    • November 2002 (Revised August 2003)
    • Case

    MedSource Technologies

    By: Robert S. Huckman
    Considers the issues facing Richard Effress, MedSource's chairman and CEO, as the firm approaches the Precision Cut project--the first test of MedSource's capabilities as an integrated, contract manufacturer in the medical device industry. MedSource Technologies was... View Details
    Keywords: Product Development; Production; Mergers and Acquisitions; Product Design; Supply Chain Management; Management Teams; Medical Devices and Supplies Industry; United States
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    Huckman, Robert S. "MedSource Technologies." Harvard Business School Case 603-081, November 2002. (Revised August 2003.)
    • Web

    Privacy Notice | About

    or younger. If you suspect that we have personal, identifying information about your child, please notify us immediately so that we may remove this information from our database. Users located outside the United View Details
    • 27 Jun 2005
    • Research & Ideas

    Asian and American Leadership Styles: How Are They Unique?

    with the media. It is in a bit of a slump in the United States right now due to the corporate financial reporting scandals, which have focused attention on CEOs with the ability to get things done right in... View Details
    Keywords: by D. Quinn Mills
    • September 2016 (Revised March 2020)
    • Teaching Note

    Fasten: Challenging Uber and Lyft with a New Business Model

    By: Feng Zhu
    Fasten, a new ridesharing start-up in Boston, entered the scene in September 2015 hoping its unique vision of transparency for both driver and passenger and strategy to keep riders' fares low and charge drivers a flat $0.99 fee per ride, as opposed to the 20%–30%... View Details
    Keywords: Information Technology; Transportation; Business Startups; Business Model; Transportation Industry; Boston
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    Zhu, Feng. "Fasten: Challenging Uber and Lyft with a New Business Model." Harvard Business School Teaching Note 617-019, September 2016. (Revised March 2020.)
    • Web

    Entrepreneurial Management - Faculty & Research

    United States Citation Purchase Related Wallace, Christina, and Stacy Straaberg. "To Found or to Cofound? That Is the Question." Harvard Business School Teaching Note 825-148, June 2025. More Publications In... View Details
    • October 1990 (Revised July 1996)
    • Case

    Northwest Airlines Confronts Change

    Describes the leadership role of Northwest Airlines' chairman and his key organizational development "lieutenant" during five years of major change and pressure--1985-89. During this time the airline was confronted with major customer service problems, the merger with... View Details
    Keywords: Leadership; Change Management; Crisis Management; Air Transportation Industry; United States
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    Jick, Todd D. "Northwest Airlines Confronts Change." Harvard Business School Case 491-036, October 1990. (Revised July 1996.)
    • 03 Oct 2023
    • Research Event

    Build the Life You Want: Arthur Brooks and Oprah Winfrey Share Happiness Tips

    to give you a neutral affect balance for every negative thing. In the United States it's about 5 to 1. You need five lovely things to happen to you for every negative thing so that you're not under-- you're... View Details
    Keywords: by HBS Staff
    • January 2025
    • Case

    Untapped Global: Financing Africa's Missing Middle

    By: Raymond Kluender and Emanuele Colonnelli
    In November 2024, Jim Chu, founder and CEO of Untapped Global, faced mounting internal tensions over the company’s strategic direction. Untapped had developed a data-driven revenue-based financing (RBF) model to address the “missing middle” problem—the $5.2 trillion... View Details
    Keywords: Social Entrepreneurship; Venture Capital; Working Capital; Private Equity; Financial Strategy; Microfinance; International Finance; Currency Exchange Rate; Profit Sharing; Revenue; Developing Countries and Economies; Economic Growth; Emerging Markets; Mission and Purpose; Small Business; Entrepreneurial Finance; Financial Services Industry; Financial Services Industry; Financial Services Industry; Financial Services Industry; Africa; Nigeria; South Africa; Kenya; Uganda; California; San Francisco
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    Kluender, Raymond, and Emanuele Colonnelli. "Untapped Global: Financing Africa's Missing Middle." Harvard Business School Case 825-056, January 2025.

      F. Warren McFarlan

      Professor McFarlan earned his AB from Harvard University in 1959, and his MBA and DBA from the Harvard Business School in 1961 and 1965 respectively. He has had a significant role in introducing materials on Management Information Systems to all major programs at... View Details

      Keywords: communications; computer; e-commerce industry; health care; information; information technology industry; nonprofit industry
      • Web

      Fellowships - Business History

      Business School. The fellowship enables established scholars from around the world whose primary interest is the business and economic history of the United States to spend time in residence at Harvard... View Details
      • Web

      Finance - Faculty & Research

      Mortgage Convexity By: Samuel G. Hanson Most home mortgages in the United States are fixed-rate loans with an embedded prepayment option. When long-term rates decline, the effective duration of... View Details
      • August 2016 (Revised August 2016)
      • Teaching Note

      Intrapreneurship at DaVita Healthcare Partners

      By: Joseph B. Fuller and Matthew Preble
      DaVita Healthcare Partners Inc. (DaVita) is one of the U.S.'s leading dialysis providers, a process whereby persons with end-stage renal disease (ESRD) are connected to a machine that performs the functions of a healthy kidney. Kent Thiry, DaVita's CEO, has expanded... View Details
      Keywords: Intrapreneurship; Entrepreneurial Organizations; Startup Management; Startup; Strategic Positioning; Corporate Entrepreneurship; Corporate Strategy; Business Startups; Strategic Planning; Competitive Strategy; Health Industry; United States
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      Fuller, Joseph B., and Matthew Preble. "Intrapreneurship at DaVita Healthcare Partners." Harvard Business School Teaching Note 317-020, August 2016. (Revised August 2016.)
      • October 2009
      • Supplement

      Merger of Equals: The Integration of Mellon Financial and The Bank of New York (C)

      By: Ryan D. Taliaferro, Clayton S. Rose and David Lane
      [Continuation of "A" and "B" cases.] 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... View Details
      Keywords: Mergers and Acquisitions; Horizontal Integration; Financial Institutions; Business Processes; Risk Management; Strategy; Market Transactions; Assets; System; Saving; Banking Industry; New York (state, US)
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      Taliaferro, Ryan D., Clayton S. Rose, and David Lane. "Merger of Equals: The Integration of Mellon Financial and The Bank of New York (C)." Harvard Business School Supplement 210-028, October 2009.
      • 01 Sep 2023
      • News

      In My Humble Opinion: Futures Investor

      when Republicans are wrong.” On his service in Vietnam: “When you’re in combat, you believe in your cause. But back home, I came to terms with the reality that the United View Details
      Keywords: Deborah Blagg; climate change; investment banking; leadership; carbon tax
      • 25 Jun 2018
      • Research & Ideas

      In America, Immigrants Really Do Get the Job Done

      ferrantraite The Muslim ban. The Wall. Children separated from their parents at the Mexican border. The past two years have seen an aggressive push by the Trump administration against both legal and illegal immigration. But it’s not just the View Details
      Keywords: by Michael Blanding; Service; Service; Service
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