CaseKey teaching notesCase Topic: Environment Characters: George, Plant manager Bill, George’s boss George Mackee thought of himself as bright, energetic, and [having] lots of potential. So why was this happening to me, he thought. George, married, two children, with his wife, Mary, had moved to Hondo, Texas, from El Paso four years ago and…
CaseKey teaching notesCase Topic: Environmental vs. Economic Concerns Characters: Bob Thomas, company president, George Hollis, Vice President of Marketing, John Davidson, assistant to Vice President of Marketing The California Wood Harvesting Company has been clear-cutting for over 50 years in Northern California. The company has always complied with governmental regulations and actively replants the…
CaseKey teaching notesCase Topic: Pension Funding Characters: John Spence, portfolio analyst for Metropolitan City Teachers’ Retirement Fund; Mary Trenkler, newly hired investment director Bill Fredericks, external stock portfolio manager John Spence is a portfolio analyst for Metropolitan City Teachers’ Retirement Fund (MCTRF), where he works under the newly hired investment director, Mary Trenkler. MCTRF…
CaseKey teaching notesCase Topic: Taking Credit for Work Characters: Janice, chief of research and development John, Janice’s underpaid assistant Janice is a highly educated top executive in charge of research and development. John is her underpaid assistant, struggling to support his family. His performance evaluations have always been more than adequate. As one of…
CaseKey teaching notesCase Topic: Institutions and Markets (Loan Covenants) Characters: Sara, A branch manager at a large commercial bank As a young branch manager at a relatively small retail office within a large bank holding company, Sara has been challenged by her superiors to increase loan and deposit volume within her local banking market.…
CaseKey teaching notesCase Topic: Internal Control (Segregation of Duties) Characters: John, Manager of Theatre Franchise; William, Assistant Manager of Theatre Diana, Staff Accountant of Franchise Jodi, Ticket seller and cashier Bob, Doorman Diana is a college graduate with accounting as her major and is planning to take the CPA exam. She recently accepted the…
CaseKey teaching notesCase Topic: Obligations to Shareholders (investment banking) Characters: Henrietta Bluefish, investment banker at Tremper and Co. Henrietta Bluefish has been an investment banker with Tremper and Co. for four years. Since Henrietta had an undergraduate degree in biomechanical engineering and an M.B.A, degree, she was the ideal candidate to assist medal supplies…