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Wunnerful, Wunnerful! The Lawrence Welk ESOP

Author: Staubus, Martin
Product Type: Magazine / Newspaper Articles
Source: The Beyster Institute
Publication Year: 2013

[This document has not yet been rated] 166 views

In 1964, the famous television bandleader Lawrence Welk went for a drive in the country north of San Diego, Calif. planning to invest in a grove of orange trees. Instead he bought a motel and a nine-hole golf course. One of the keys to their business success has been their philosophy of treating their employees like family...

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ESOP and 401(k) Coordination Tips in a Post-Disclosure World

Author: Roback, Thomas, Jr.
Product Type: Magazine / Newspaper Articles
Source: The Beyster Institute
Publication Year: 2013

[This document has not yet been rated] 163 views

After several postponements, 401(k) fee disclosure was mandated by the Department of Labor (DOL) before July 1st of 2012. So what kind of impact have we seen in the ESOP world? Has it been successful in helping plan sponsors and participants understand the costs of their 401(k) plans?

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Can Employee-Owned Companies Reboot the Economy?

Author: Matthews, Christopher
Product Type: Magazine / Newspaper Articles
Source: TIME
Publication Year: 2013

[This document has not yet been rated] 157 views

If owners of businesses are reaping the rewards of economic growth at the expense of workers, then why not just try to increase the number of workers who also own a piece of the firms that employ them?

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Ethics Make Us Better

Author: Scott, Sid
Product Type: Magazine / Newspaper Articles
Source: The Beyster Institute
Publication Year: 2013

[This document has not yet been rated] 257 views

Recently, I read that Dennis Kozlowski, former CEO of TYCO who has been in prison for more than six years for stealing from his former employer is eligible for parole in 2014. Kozlowski had asked the parole board for mercy (early release), which was denied. While he is serving this sentence because of criminal acts, it raised again for me the importance of practicing ethics in business and in life. I’m also reminded that being an employee-owner/owned company doesn’t make us immune to ethical problems.

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Richard Lund: Personal Wealth and Philanthropy

Authors: Parker, George; Rappaport, Alan; Foroughi, Jaclyn C.
Product Type: Cases
Source: Stanford Graduate School of Business
Publication Year: 2013

[This document has not yet been rated] 137 views

This case describes a hypothetical investor faced with the challenges of philanthropy and its role in wealth management and personal objectives. Includes discussions of how much, when, why, and how to give...

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Nike: Sustainability and Labor Practices 2008-2013

Authors: Schifrin, Debra; Carroll, Glenn; Brady, David
Product Type: Cases
Source: Stanford Graduate School of Business
Publication Year: 2013

[This document has not yet been rated] 281 views

The case discusses Nike's sustainability and labor practices from 1998 to 2013, focusing on the successful steps Nike took up and down the supply chain and in its headquarters to make its products and processes more environmentally friendly, and the challenges and complexities it was still facing in its efforts to improve labor conditions.

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The Green Sports Movement

Authors: Initiative for Global Environmental Leadership; Knowledge@Wharton
Product Type: Policy and Issue Reports
Source: Initiative for Global Environmental Leadership (IGEL)
Publication Year: 2013

[This document has not yet been rated] 205 views

It was Robert Redford, a trustee of the Natural Resources Defense Council (NRDC), who first suggested that sports are the key to vastly extending environmental awareness in this country. In September, the Initiative for Global Environmental Leadership (IGEL) and the NRDC jointly sponsored a Wharton conference on Leadership in Greening the Sports Industry. The following special report includes information shared at the conference and gathered from experts in the field.

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Michael Harris: Crafting an MBA Faculty Values Statement

Author: Haskins, Mark E.
Product Type: Cases
Source: Darden School of Business
Publication Year: 2013

[This document has not yet been rated] 156 views

Worried that a graduate business school is in danger of losing the legacy of shared values that make it so special to many faculty members, one member feels a responsibility to create a document that articulates and codifies a set of shared faculty values...

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UST Global’s Sajan Pillai: Creating a New Era of ‘Social Capital’

Author: Knowledge@Wharton
Product Type: Interviews
Source: Knowledge@Wharton
Publication Year: 2013

[This document has not yet been rated] 236 views

Under Pillai, UST Global has moved ahead with plans to expand into new regions, including Africa. But the company is also working to create opportunities in the U.S. with a program called Step It Up America, which trains minority women from inner cities to work in the knowledge economy.

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CH2M HILL: Reinventing Organizational Careers

Author: Newman, Karen L.
Product Type: Cases
Source: North American Case Research Association (NACRA)
Publication Year: 2013

[This document has not yet been rated] 337 views

This case addresses one over-arching problem - a broken career development system - and two concrete manifestations (symptoms) of the problem at CH2M HILL, an employee-owned engineering services firm...

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