Financial Planning - Publications - Faculty & Research

01 Jun 2007
News

Mission Possible

started planning that school, now known as Year Up. Headquartered in Boston with sites in three other cities, Year Up’s mission is to help “disconnected youth” access real career opportunities through an intense year of training in... View Details

Keywords: Roger Thompson; Margie Kelley; Business Schools & Computer & Management Training; Educational Services; Social Assistance; Health, Social Assistance

February 2025
Case

Ingersoll Rand: Broadening Employee Ownership

By: Ethan Rouen and Jenyfeer Martinez Buitrago

Set in 2024, this case examines how Ingersoll Rand—a global leader in air, liquid, and gas handling technologies—approached broadening employee ownership. The company granted restricted stock units (RSUs) to all employees on their one-year anniversary, reinforcing a... View Details

Keywords: Stock Shares; Employee Stock Ownership Plan; Retention; Employee Ownership; Mergers and Acquisitions; Organizational Culture; Expansion; Africa; Asia; Europe; Latin America; Middle East; North and Central America

Citation

Educators

01 Jun 2008
News

The $4 Billion Question

clear you can raise $4 billion for your next fund instead of the planned $1 billion. Professor of Management Practice Nabil N. El-Hage coauthored the case with HBS professor and Finance unit head Richard Ruback. “The case highlights some... View Details

Keywords: Julia Hanna; Securities, Commodities, and Other Financial Investments; Securities, Commodities, and Other Financial Investments; Securities, Commodities, and Other Financial Investments; Securities, Commodities, and Other Financial Investments

Web

Loan Assistance Programs - Alumni

Careers Careers Loan Assistance Programs HBS offers a variety of career support programs for eligible students and new alumni that provide financial assistance for those who choose careers in which starting salaries are lower than those... View Details

February 2002 (Revised May 2004)
Case

U.S. Labs

By: Michael J. Roberts and Robert F. Higgins

Describes the evolution of a start-up venture in the pathology lab segment of the clinical lab business. U.S. Labs tries a series of business models before running out of cash. The company is in dire need of financing, as its venture capital backers are refusing to put... View Details

Keywords: Entrepreneurship; Business Startups; Venture Capital; Financial Strategy; Financing and Loans; Business Model; Business or Company Management; Planning; Business Strategy; Health Industry

Citation

Educators

Purchase

11 May 2020
News

Better Than Cash

difficult to save money or establish a financial history. Goodwin-Groen’s career-long commitment to international development led her to start the Better Than Cash Alliance—now a consortium of 75 governments, corporations, and... View Details

30 Oct 2006
First Look

First Look: October 31, 2006

Working PapersHow Does Foreign Direct Investment Promote Economic Growth? Exploring the Effects of Financial Markets on Linkages Authors:Laura Alfaro, Areendam Chanda, Sebnem Kalemli-Ozcan, and Selin Sayek Abstract The empirical... View Details

Keywords: Sean Silverthorne

24 Jan 2025
News

The Network Effect

recalls. Only later would they realize how well-matched their ambitions were: Model wanted to work in finance at a biotech firm, and Mathur wanted to become a health care investor. Today, Model is head of financial View Details

16 Dec 2016
News

Kurt (MBA 1967) and Louise Wulff

It was the most important contributor to my professional achievements.” With a charitable remainder trust, the couple combined their long-term financial and tax planning objectives with their philanthropic... View Details

01 Mar 2005
News

One-on-One with Edwin Reed

assessing needs and identifying financially viable opportunities in this market, we defined an acquisition and property control strategy, secured public/private funding partnerships, and structured responses to competitive pressures. The... View Details

Keywords: Mary Ellen Gardner; Religious, Grantmaking, Civic, Professional, and Similar Organizations; Personal Services

18 Mar 2001
Research & Ideas

Want to Be an Entrepreneur? [Part I]

give-and-take among students, professor, and manager, the class touched on the tension between the romance of ideas and the reality of enterprises, the conflicting motivations of the participants in an immature business, and the staged growth and resource needs of a... View Details

Keywords: by John S. Rosenberg

01 Jun 1997
News

Carla Small

corporate clients wishing to develop such programs. After various positions in the firm's sales and strategic planning areas, she eventually became director of new product development. "I loved creating new services for our clients - such... View Details

Keywords: Linda Goodspeed

07 Sep 2021
News

Increasing Access and Expanding Opportunity

significant financial burdens or obligations, such as family members who are dependent on them. We also plan to create a Recognizing Individuals Seeking Equity (RISE) Fellowship to support students with... View Details

Keywords: Jennifer Gillespie

Web

Judging | New Venture Competition

Jonathan Spier, Rev Jong Lee, Day Zero Diagnostics Justin Crandall, Kyody Robotics Karla Friede, Nvoicepay Kate Putnam, Golden Seeds Kathy F. Rocha, Pulpit Rock Investors Kwesi Acquay, Redpoint Lewis Long, Long Gallery Harlem Lex Zhao, One Way Ventures MaryAnne... View Details

Profile

Olujimi Williams

implement strategy.” A rotational plan with a global twist To extend his combined engineering/business education, Olujimi joined General Electric’s Energy business where he participated in an advanced rotational program. Through a... View Details

01 Jun 1997
News

Blockbuster Deals

investment banking, also invokes the 1960s as a point of reference, specifically with regard to that era's conglomerate-building mania. "We saw huge companies of ill-fitting parts all held together by financial glue and the belief that... View Details

Keywords: Garry Emmons and Nancy O. Perry

27 Apr 2017
News

Enabling a Transformational Educational Experience

fellowship is enabling Patyal to pursue his MBA to gain the broad-based skills he needs to become a strong and holistic leader. A member of the HBS Health Care Club, he helped organize its 2017 conference and plans to get more involved in... View Details

01 Dec 2008
News

The CEO and the Functions of Leadership

are performed to a high standard. There is a vast literature on the choices, structures, and supporting systems involved in modern management, including strategy, organization structure, planning and resource allocation, and management... View Details

05 Jan 2009
Research & Ideas

Most Popular Articles and Working Papers 2008

The story behind Dean Kamen's Segway scooter, and his combustive meeting with the kingpins of Apple and Amazon. Excerpt from Code Name Ginger. 5. Updating a Classic: Writing a Great Business Plan Harvard Business School professor William... View Details

Keywords: by Staff

Web

1.19 Immersive Field Courses (IFC) | MBA

Course Fee IFCs require a firm commitment and carry a financial obligation. Financial aid is available in the form of a student loan, a need-based HBS scholarship, or a combination of both depending on... View Details

Publications