North American Case Research Association Annual Meeting Program Keystone

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North American Case Research Association 2007 Annual Meeting Program Keystone, Colorado October 18-20, 2007 Keystone Resort NACRA 2007 Program Committee James E. Fisher, Saint Louis University, Vice President Programs Marlene Reed, Baylor University, Newcomers’ Workshop Chair Patricia Holman & Tom Hinthorne, Montana State University - Billings, Proceedings Editors NACRA Executive Committee (see back cover) Track Chairs Accounting: Thomas Vogel, Western New England College Business & Society/Ethics: Brian Burton, Western Washington University Business Policy & Strategy: Randall D. Harris, California State U., Stanislaus Education: Audrey E. Wright, Worcester State College Finance/ Economics: Jonathan Welch, Northeastern University Information Technology Management: Kevin Parker, Idaho State University International Business: Carol Cumber, South Dakota State University Marketing: Susan D. Peters, California State Polytechnic University, Pomona NFP /Health Care/ Social Work: James E. Fisher, Saint Louis University Operations/Supply Chain Management: Tim Keane, Saint Louis University OB/OT/Human Resources: James Spee, University of Redlands Small Business/ Entrepreneurship: Donald Lester, Middle Tennessee State Teaching with Cases Papers: Michael F. Welsh, University of South Carolina Case Research for Theory Papers: William Naumes, U. of New Hampshire Embryo Case Track: Marlene Reed, Baylor University TABLE OF CONTENTS Page # Welcome Message ............................................................................................... 2 Thank You to Our Sponsors ................................................................................. 3 Things To Do in Keystone..................................................................................... 3 Maps of Keystone Lodge Meeting Rooms ............................................................ 4 Map of Keystone Conference Center.................................................................... 5 Meeting Schedule ................................................................................................. 6 Accounting Track .................................................................................................. 9 Business Policy and Strategy, Track I.................................................................10 Business Policy and Strategy, Track II................................................................11 Business Policy and Strategy, Track III...............................................................12 Business and Society / Ethics............................................................................. 13 Education............................................................................................................ 14 Finance / Economics........................................................................................... 15 Information Technology Management................................................................. 16 International Business......................................................................................... 17 Marketing ............................................................................................................ 18 Not For Profit / Healthcare .................................................................................. 19 Organizational Behavior, Organizational Theory, Human Resources ................. 20 Small Business and Entrepreneurship, Track I ................................................... 21 Small Business and Entrepreneurship, Track II .................................................. 22 Small Business and Entrepreneurship, Track II .................................................. 23 Plenary Session: New Directions in Case Teaching & Research ...................... 24 Can’t Miss Cases ................................................................................................ 25 Multimedia Cases ............................................................................................... 26 Case Research for Theory Building & Testing Symposium ................................ 27 The Case Goes “Live”......................................................................................... 28 Grants for Case Research .................................................................................. 29 Case Awards ...................................................................................................... 30 Past Presidents and Fellows............................................................................... 31 Volunteer Opportunities ...................................................................................... 32 INTERNET CONNECTIVITY Complimentary high-speed WiFi is available in guest rooms and public space of the Keystone Lodge. It is available for a fee ($9.95 per day, chargeable to your credit card) via a service called Stayonline in the meeting space at the Lodge and Conference Center. SHUTTLE SERVICE Keystone’s transportation between Resort locations is complimentary. Shuttles run approximately every 20 minutes from 8am to 5pm, see the Front Desk for schedule. The service is also available by calling ext. 4200 or 970-496-4200 from 6am to midnight daily. NACRA Program 2007 Page 1 Welcome to the 2007 Meeting! We trust that this conference will be the occasion for inspiration and insight as we collectively consider the many possibilities of case research, writing and teaching. The meeting will focus on a broad array of new case studies in various stages of development. From my perch as VP Programs, I have the opportunity to see the impressive variety of topics and the compelling story-lines that cross a wide range of disciplinary interests. This work is testimony to our membership’s engagement in the world and its dedication to the craft of case writing. Year after year, the NACRA meeting provides several ways to stimulate new case research. Our case roundtables continue to be the organizing principle. We also invite newcomers to attend pre-conference sessions. And then we have a nice complement of case embryos, where authors with early-stage ideas receive individualized advice and coaching. This year is no different and we expect to be discussing over 100 new cases in the roundtable sessions and advising the authors of over two dozen embryo cases. This year we have also signaled a theme for the annual meeting, namely, “New Directions in Case Study.” Let me offer a few highlights: • Our plenary session on Thursday considers how case studies are being integrated into innovative curricular designs. • On Friday, we’ll hear from Bill Ellet, the author of The Case Study Handbook. • Concurrent sessions on Friday afternoon will offer a great opportunity to broaden your perspective: “Can’t Miss Cases,” the development and distribution of multimedia cases, new research topics, “live” cases, and more. • At Saturday’s luncheon, we’ll recognize some of the best new work with a full slate of NACRA awards. I want to conclude by thanking the many people who worked with me. Let me begin with the track chairs, who do all the “heavy-lifting”—recruitment, reviews, communications, and other preparations—required to set the stage. Among those track chairs was Marlene Reed, who also organized the pre-conference activities and then laid the groundwork for our next conference in New Hampshire. The Executive Committee works throughout the year on various aspects of this meeting. Many have themselves chaired the program, most recently, Mike Welsh and Debbie Ettington. They generously shared their experience and advice. Likewise, Bob Crowner, our treasurer, brought a sure hand and keen eye to the many details connected with registration and finances. This year, as in years past, Pat Holman and Tom Hinthorne have done outstanding work in assembling our Proceedings. I want also to thank Cindy Gerontes, who has assisted me at Saint Louis University in planning and preparing for this conference. Finally, let me extend heartfelt thanks to you, the members of NACRA, for joining this association, for sharing your work, and for participating in this conference. Jim Fisher NACRA VP Programs 2007 NACRA Program 2007 Page 2 Thank You to Our Sponsors Bryan School of Business, University of North Carolina, Greensboro, NC College of Business, Montana State University, Billings, MT John Cook School of Business, Saint Louis University, St. Louis, MO Darden Business Publishing, University of Virginia, Charlottesville, VA Maryville College, Maryville, TN Smeal College of Business, Penn State University, University Park, PA Extracurricular Extracurricular Events at Keystone Resort Call the Adventure Club at 800-354-4386 or 970-496-4386 for Reservations Space is limited, call for reservations. An Adventure Passport will be given to each guest upon check-in. Passport book must be presented to participate in the activities. Wednesday, 17 October 3:00 pm Fudge Making Demonstration, F R E E Rocky Mountain Chocolate Factory, Lakeside Village, reservations not required. Learn historical and dietetic facts . . . and enjoy excellent chocolate. 4:00 pm Wine Tasting, Tenderfoot Lounge, $5 per person Tenderfoot Lounge, Keystone Lodge, reservations required, must be 21 years. Open your palate to new experiences as the Sommelier guides you through a tasting of fine wines from around the world. Saturday, 20 October 2:00 - 6:00 pm Bike and Boat Rental Adventure Center, Lakeside Village, reservations not required. Great bike paths throughout the village and county. Weather permitting. 3:00 – 5:15 pm Bus Tour of Historic Summit County, F R E E Adventure Center, Lakeside Village, reservations required. A minimum of 20 persons must sign up to offer this event. Visit historical sites and learn more about the Keystone vicinity and its rich mining past. The guided tour will include the Keystone Ranch, Keystone Stables, Ski Tip Lodge and the town of Montezuma. Other “Entertainment” Options The Outlets at Silverthorne Mall located at exit 205, Hi-70, 970.746.7686, www.outletsatsilverthorne.com Summit Stage Free bus transportation in Summit County, 970-668-0999, www.summitstage.com NACRA Program 2007 Page 3 Keystone Lodge Meeting Rooms 2nd Floor 3nd Floor NACRA Program 2007 Page 4 Small Business / Entrepreneur Track Roundtables Will be held across the street in the Conference Center, Rooms Crestone Peak II, III, & IV on the main level. The Break will be in the Crestone Foyer. A bus will be available to transport guests to and from the Lodge Lobby, scheduled at 8:30 and 11:50 am on Friday; 8:45 and 11:30 am on Saturday. A Meeting Concierge is located on the second floor, if you need assistance. The Keystone Conference Center Across the street from the Keystone Lodge Thank you for using the recycling bins! NACRA Program 2007 Page 5 NACRA Annual Meeting Schedule 2007 Thursday, 18 Thursday, October 18 8:30 - 9:30 am 9:00 – Noon Program Registration Room / Location Gallery, 3rd fl. Newcomers’ Workshop: Sundrift & Sunburst Observations on Case Method Instruction, David Wylie, Babson College Disservice to Students, David Rosenthal, Miami University Researching and Writing a Case for Publication, Lew Brown, editor of CRJ, U. of North Carolina, Greensboro Break Newcomers’ Lunch Board Lunch and Meeting Embryo Case Track Sessions Program Registration Session Leaders’ Workshop Foyer / Credenza, 2nd fl Sundrift & Sunbrust Silverhawk & Silverwood Windwood, Starslide Gold Camp, Gold Streak Gallery, 3rd Fl Foxfire, 2nd fl. 10:45 – 11:00 am Noon - 1:00 pm Noon – 3:00 pm 2:00 - 4:00 pm 1:30 - 5:30 pm 4:00 - 4:30 pm 4:30 - 6:00 pm Plenary Session: Ten Mile, 3rd fl. New Directions in Case Teaching & Research Tom Miller, Saint Louis University David Rosenthal, Miami University Gerry Yemen, University of Virginia See page 24 Opening Reception (Cash Bar) Dinner Gallery & Lakeside Arapahoe & Divide 6:00 - 7:00 pm 7:00 - 9:00 pm Friday, Friday, October 19 7:30 am - Noon 7:30 - 8:30 am 7:30 - 8:30 am 8:45 -10:15 am Program Registration Continental Breakfast CRJ Editorial Board Meeting Case Workshop Roundtable Sessions Note: All case presenters are expected to participate in their assigned roundtable sessions on both Friday and Saturday mornings. Roundtable sessions are open to all conference participants. See pages 9 – 23 for listings of cases and authors by session. Gallery, 3rd Fl Littlehorn & Bighorn Tenderfoot Lounge NACRA Program 2007 Page 6 Friday, 19, Friday, October 19, cont’d Accounting Business Policy & Strategy - I Business Policy & Strategy - II Business Policy & Strategy - III Business & Society / Ethics Education Finance / Economics Information Technology International Business Marketing Not for Profit / Healthcare OB / OT / HRM Room / Location Silverhawk Starslide Goldcamp Goldstreak Sundrift Quicksilver Silverwood Lakeside Suite, 3rd Fl Foxfire Sunburst Windwood Ten Mile, 3rd Fl The below meeting rooms are located across the street in the Conference Center, on the main level, see map p. 5. Proceed to the Lodge Lobby for bus transportation. Sm. Business / Entrepreneur.- I Sm. Business / Entrepreneur.- II Sm. Business / Entrepreneur - III 10:15 - 10:45 am 10:45 - Noon Noon – 1:45 pm Break Case Workshop Roundtable Sessions Crestone Peak IV Crestone Peak II Crestone Peak III Gallery & Crestone Foyer Same as above Luncheon Arapahoe & Divide The Curse of Comfort, William Ellet, Author of The Case Study Handbook Concurrent Sessions Can’t Miss Cases Sunburst & Sundrift Mike Welsh, University of South Carolina See page 25 Multimedia Cases: Silverhawk & Silverwood ~ Development & Distribution Gerry Yemen, Darden School of Business Jane Nelson, Xanedu Custom Publishing ~ New Methods in Transdisciplinary Case Research Maribel Aponte and Carlos Alvarez, University of Puerto Rico See page 26 BREAK Foyer / Credenza, 2nd Fl. Concurrent Sessions Case Research: Foxfire, 2nd Floor ~ Theory Building & Testing Symposium Bill Naumes, University of New Hampshire See page 27 1:45 - 3:15 pm 3:15 - 3:30 pm 3:30 – 5:00 pm NACRA Program 2007 Page 7 Friday, 19, Friday, October 19, cont’d 3:30 – 5:00 pm Room / Location Concurrent Sessions The Case Goes “Live” Windwood Neil Hunt, Suffolk University Steve Kenny, SnowSports Interactive Marilyn Taylor, University of Missouri, Kansas City Gina Vega, Salem State College See page 28 Reception (Cash Bar) Dinner (Cash Bar) Music Trio (Cash Bar) Gallery & Lakeside Suite Arapahoe & Divide Gallery & Lakeside Suite 6:00 - 7:00 pm 7:00 - 8:30 pm 8:30 - 10:30 pm Saturday, October 20 7:30 - 8:30 am 7:30 - 8:45 am 7:30 – 8:45 am 7:30 – 8:45 am 9:00 -10:00 am 10:00 -10:30 am 10:30 -11:30 am 1:15 pm 2:00 - 4:00 pm 7:00 – 9:00 pm Continental Breakfast Advisory Council Meeting 2008 Track Chair Meeting International Meeting Case Workshop Roundtable Sessions Break Roundtable Sessions resume Littlehorn & Bighorn Tenderfoot Lounge Bighorn Restaurant Littlehorn Restaurant Same as Thursday Gallery & Peak Foyer Same as Thursday Arapahoe & Divide Windwood Littlehorn 11:45 am - 1:15 pm Awards Luncheon 2007 -08 Board of Directors Meeting Board Dinner Conference Adjourns: See you in New Hampshire! Take our cases. Literally. NACRA Program 2007 The Darden Case Collection contains thousands of cases, technical notes, and teaching notes that bring business into the classroom and narrow the gap between theory and practice. We invite you to download complimentary inspection copies of cases that interest you at www.dardenbusinesspublishing.com or call (800) 246-3367. Page 8 Accounting Track Friday 8:45 am – Noon & Saturday 9:00 – 11:30 am, Silverhawk Track & Session Chair: Thomas Vogel, Western New England College JEA: ON THE ROAD TO COST TRANSPARENCY Jeffrey E. Michelman, University of North Florida Bobby E. Waldrup, University of North Florida John B. MacArthur, University of North Florida Dana M. Zaharuk, University of North Florida NORTHLAND PREPARATORY ACADEMY: FORECASTING AND PRESENT VALUE ANALYSIS Craig E. Bain, Northern Arizona University Lawrence C. Mohrweis, Northern Arizona University SETTING THE EXERCISE PRICE OF EMPLOYEE STOCK OPTIONS: THE CASE OF UNITEDHEALTH GROUP INCORPORATED R. Loring Carlson, Western New England College John M. Coulter, Western New England College Thomas J. Vogel, Western New England College STUDENTS FOR ADVANCEMENT OF PROFESSIONALISM Robyn L. Adams, San Diego State University Sharon Lightner, San Diego State University Nathan Oestreich, San Diego State University Ted D. Skekel, University of Texas at San Antonio SUPER VALUE’S PRICING STRUCTURE: THE BAHAMIAN SUPER MARKET C. Lynnette Deal, Morgan State University Timothy W. Edlund (faculty supervisor), Morgan State University TO SAUSEDGE OR NOT TO SAUSEDGE: INVESTMENT ANALYSIS CASE STUDY Gene Pike, The University of Tampa Teresa Pergola, The University of Tampa NACRA Program 2007 Page 9 Business Policy & Strategy, Track I Friday 8:45 am – Noon & Saturday 9:00 – 11:30 am, Starslide Track Chair: Randall Harris, California State U., Stanislaus Session Chair: Linda Swayne, University of North Carolina, Charlotte AIR DECCAN N. Ravichandran, Indian Institute of Management, Ahmedabad FISHER & PAYKEL HEALTHCARE: JUST ADD WATER Stephen Bowden, University of Waikato Armand Gilinsky, Sonoma State University PEOPLES CREDIT UNION Rosetta Morris, Morgan State University PERRY GROUP Stephen Bowden, University of Waikato RETAIL PRICE STRATEGY: LOWE’S COMPANIES, INC. Douglas J. Poppen (student), University of North Carolina at Charlotte Linda E. Swayne, University of North Carolina at Charlotte THE SAS INSTITUTE AND SAS INTERNATIONAL Stephanie Hurt, Meredith College Marcus Hurt (retired), EDHEC Business School NACRA Program 2007 Page 10 Business Policy & Strategy, Track II Friday 8:45 am – Noon & Saturday 9:00 – 11:30 am, Goldcamp Track Chair: Randall Harris, California State U., Stanislaus Session Chair: Rebecca Morris, University of Nebraska, Omaha CARIBOU COFFEE COMPANY Kristina Sales (student), Maryville College Rebecca Treadway, Maryville College EMIRATES STADIUM: ARSENAL FC’s £390 MILLION GAMBLE Eric M. Olson, University of Colorado at Colorado Springs MIDWEST AIRLINES’ RECKONING: LEVERAGE VERSUS LOSS OF IDENTITY Nathan Williams (student), University of Nebraska at Omaha Rebecca J. Morris, University of Nebraska at Omaha SAFEWAY AND THE GROCERY INDUSTRY, 2007 Isaac Cohen, San Jose State University WHAT’S NEXT FOR AT&T? STRATEGIC DIRECTION AFTER THE BELLSOUTH ACQUISITION Brett Bode (student), University of Nebraska at Omaha Rebecca J. Morris, University of Nebraska at Omaha NACRA Program 2007 Page 11 Business Policy & Strategy, Track III Friday 8:45 am – Noon & Saturday 9:00 – 11:30 am, Goldstreak Track Chair: Randall Harris, California State U., Stanislaus Session Chair: John Gamble, University of South Alabama CHEVRON CORPORATION: THE OIL & GAS UTILITIES INDUSTRY Christopher Semetis, St. John’s University Robert J. Mockler, St. John’s University Marc E. Gartenfeld, St. John’s University JETBLUE AIRWAYS: A MAJOR LOW-FARE CARRIER IN THE AIRLINE INDUSTRY Ricardo Gentil, St. John’s University Robert J. Mockler, St. John’s University Marc E. Gartenfeld, St. John’s University RESMED: WAKING UP TO SLEEP Kamala Gollakota, University of Redlands SPECTRUM BRANDS: THE DIVERSIFICATION OF RAYOVAC BATTERIES John E. Gamble, University of South Alabama Calvin M. Bacon, Jr., University of South Alabama TRANSFORMING AN IRISH DAIRY COOPERATIVE: DAIRYGOLD CO-OPERATIVE SOCIETY LTD. James J. Kennelly, Skidmore College Meredith Peeke, Skidmore College NACRA Program 2007 Page 12 Business & Society / Ethics Track Friday 8:45 am – Noon & Saturday 9:00 – 11:30 am, Sundrift Track & Session Chair: Brian Burton, Western Washington University Session Chair: Tom Hinthorne, Montana State University-Billings A TALE OF CHOCOLATE: THE BITTER, THE SWEET, THE DARK AND THE LIGHT Lisa Johnson, University of Puget Sound CENTURION MEDIA: DOING THE RIGHT THING Carolyn Conn, St. Edward’s University Aundrea Kay Guess, St. Edward’s University Jonathan Hiatt, St. Edward’s University OUIMET-TOMASSO INC.: AN EXPERIMENT IN SECULAR SPIRITUALITY Paul M. Swiercz, George Washington University Laura Lee Hagmann, George Washington University Arshad Alam, George Washington University STRATTON AUTO William Naumes, University of New Hampshire Margaret J. Naumes, University of New Hampshire Christopher J. Weiss, University of New Hampshire SUNCOR ENERGY: SOUR GAS AT CHINIKI Tim Jones, Memorial University of Newfoundland Peggy Cunningham, Queen’s University THE SOLIDARITY FUND QFL AND THE GILDAN FILE Pierre Batellier, HEC Montreal Emmanuel Raufflet, HEC Montreal UNAUTHORIZED DISCLOSURE: HEWLETT-PACKARD’S SECRET SURVEILLANCE OF DIRECTORS AND JOURNALISTS Anne T. Lawrence, San Jose State University Randall D. Harris, California State University, Stanislaus Sally Baack, San Francisco State University WILDFIRE PROTECTION: CONFLICT IN THE BITTERROOT NATIONAL FOREST Tom Hinthorne, Montana State University-Billings Patricia Holman, Montana State University-Billings NACRA Program 2007 Page 13 Education Track Friday 8:45 am – Noon & Saturday 9:00 – 11:30 am, Quicksilver Track & Session Chair: Audrey Wright, Worcester State College FAR FROM HOME: AFGHAN REFUGEE Audrey E. Wright, Worcester State College INCIDENT IN ROOM 322: THE CASE OF THE PURLOINED EXCEL® FILE Gerald M. Myers, Pacific Lutheran University MANGO (A): THE MAKING OF & MANGO (B): GOING TO NACRA? Josep Franch, ESADE - Barcelona THE PARKING DILEMMA: A UNIVERSITY ADMINISTRATOR’S SCARIEST NIGHTMARE James P. Reburn, Samford University Jennings B. Marshall, Samford University Charles M. Carson, Samford University STRATEGIC PLANNING FOR THE NEXT CENTURY AT A UNIVERSITY Jyoti Bachani, University of Redlands NACRA Program 2007 Page 14 Finance / Economics Track Friday 8:45 am – Noon & Saturday 9:00 – 11:30 am, Silverwood Track & Session Chair: Jonathan B. Welch, Northeastern University THE BATTLE FOR CORTEFIEL Francisco J. López Lubián, Instituto de Empresa BOEING CAPITAL CORPORATION: FIXING THE LEASING OPERATION Jonathan B. Welch, Northeastern University THE CASE OF PRUDENTIAL INSURANCE COMPANY’S OPTIMAL ENTRY STRATEGY TO CHINA Wei Jin, Prudential Insurance Company John Hanrahan, Prudential Insurance Company Valerie Muriello, Prudential Insurance Company Sid Howard Credle, Hampton University Jonathan Taylor, Hampton University Sun Yong, Hampton University THE GREEN DUPLEX: INVESTING SUSTAINABLY OR TILTING AT WINDMILLS John J. Lawrence, University of Idaho GRIFFIN LUMBER COMPANY RESOLUTION OF THE SOFTWOOD LUMBER DISPUTE? Charles Mossman, University of Manitoba Brock Cordes, University of Manitoba PHYSICAL THERAPIES COMPANIES CASE: BUY AND BUILD Hugh Grove, University of Denver Tom Cook, University of Denver Adam Geneser, ABC Equity Partners, LLC. SULA VINEYARDS Raymond H. Lopez, Pace University Sutee Pakavaleetorn, Pace University Armand Gilinsky, Jr., Sonoma State University Jigar K. Shah, UBS NACRA Program 2007 Page 15 Information Technology Management Track Friday 8:45 am – Noon & Saturday 9:00 – 11:30 am, Lakeside 3rd Fl Track & Session Chair: Kevin Parker, Idaho State University BANCO SABADELL: THE REINVENTION OF A BANK Javier Busquets, Universidad Ramon Llull Joan Ramón Mallart, Universidad Ramon Llull Maria Pasztor, Universidad Ramon Llull HERBICIDE DAMAGE TRACKING SYSTEM Kevin R. Parker, Idaho State University Thomas Davis, Idaho State University Darin M. Ward, Idaho State University HIGH TECH: HARNESSING THE RIGHT TECHNOLOGY Albert S M Tay, Idaho State University INFORMATION SYSTEMS AND TECHNOLOGY SOLUTIONS FOR SMALL BUSINESSES: THE CASE OF WAKE RADIO INC. Erastus Karanja, Morgan State University Nathan Austin (faculty supervisor), Morgan State University THE OUTDOOR EQUIPMENT MANUFACTURING CO. Laszlo A. Pook, Metropolitan State College of Denver NACRA Program 2007 Page 16 International Business Track Friday 8:45 am – Noon & Saturday 9:00 – 11:30 am, Foxfire Track & Session Chair: Carol J. Cumber, South Dakota State U. THE HOPE PROJECT CHARITABLE TRUST OF INDIA: CHALLENGES FOR SUVIDHA WOMEN MICROENTERPRISE Chi Anyansi-Archibong, North Carolina A&T State University GOODRICH AEROSPACE: AN ANALYSIS OF MEXICAN SHELTER MANUFACTURING Andrew Czaplewski, University of Colorado at Colorado Springs HOW SHOULD ARACRUZ CELULOSE INTERACT WITH THE INDIANS NOW THAT IT LOST ITS COURT CASE? Asbjørn Osland, San Jose State University Joyce Osland, San Jose State University Betania Tanure de Barros, Unidade Belo Horizonte Rodolf Gabrish, Unidade Belo Horizonte AN AMERICAN IN PARIS Tom Morris, University of San Diego Cynthia Pavett, University of San Diego BALKAN BUSINESS SCHOOL (BBS) (A) William R. Pendergast, California Polytechnic State University-San Luis Obispo NACRA Program 2007 Page 17 Marketing Track Friday 8:45 am – Noon & Saturday 9:00 – 11:30 am, Sunburst Track & Session Chair: Susan D. Peters, California State Polytechnic University, Pamona BY-THE-SEA BISCUIT COMPANY Sherry Finney, Cape Breton University DEAF IN THE FAMILY Stuart Rosenberg, Dowling College THE FREEDOM CUP Jeff Dance, Samford University Chad Glover, Samford University Steven Curry, Samford University David Loudon (faculty supervisor), Samford University KITCHEN & STONES Tom A. Buckles, Biola University Lari Mobley, TargetOne Communications, Inc. MAKE UP STORE: DEVELOPING A FRANCHISE IN MEXICO Reto Felix, University of Monterrey, Mexico SAN ANTONIO - PRIDE: KEY ACCOUNT MANAGEMENT Javier J. O. Silva, Austral University Fernando Zerboni, Austral University Maricruz Prado, Austral University Natalia Moscardi, Austral University SELWYN PUB Steven Cox, Queens University of Charlotte James Foster, Queens University of Charlotte THAT BOOKSTORE IN BLYTHEVILLE Melodie Philhours, Arkansas State University Amy Kurck Alberson, Arkansas State University Catherine Naylor, Arkansas State University NACRA Program 2007 Page 18 Not For Profit / Healthcare Track Friday 8:45 am – Noon & Saturday 9:00 – 11:30 am, Windwood Track Chair: Jim Fisher, Saint Louis University Session Chair: Tupper Cawsey, Wilfrid Laurier University THE BANKER TO THE POOR: DR. YUNUS’S VISION OF ACHIEVING PEACE BY REDUCING POVERTY Sarath Nonis, Arkansas State University Gail Hudson, Arkansas State University Melodie Philhours, Arkansas State University BOARD GAMES AT LUTHERWOOD: CLARIFYING THE RULES Tupper Cawsey, Wilfrid Laurier University Detlev Nitsch, Wilfrid Laurier University THE COURTYARD HOA UNDER THE APGARS, 2005-8 Arthur Sharplin, Bentley College Aundrea Kay Guess, St. Edwards University CUTGRASS COUNTY HEALTH DEPARTMENT: THE ROLE OF PUBLIC HEALTH IN ALL-HAZARDS RESPONSES Andrew C. Rucks, The University of Alabama at Birmingham Peter M. Ginter, The University of Alabama at Birmingham Martha S. Wingate, The University of Alabama at Birmingham Lisa C. McCormick, The University of Alabama at Birmingham Valerie A. Yeager, The University of Alabama at Birmingham Lee Howard, The University of Alabama at Birmingham THE DALIT FREEDOM NETWORK & OPERATION MERCY CHARITABLE CORPORATION-INDIA (2007) Larry Howe, The Larry Howe Group Vijaya Narapareddy, University of Denver Nancy Sampson, University of Denver DR. CATALONA’S COLLECTION Heidi R. Fisher, University of Pennsylvania James E. Fisher (Faculty Supervisor), Saint Louis University ROOTS OF PEACE: HARVESTING HOPE Kris Wright, Sonoma State University Joe Reif, Sonoma State University Armand Gilinsky (faculty supervisor), Sonoma State University SURF’S UP Tim Redmer, Regent University NACRA Program 2007 Page 19 HR Organizational Behavior, Organizational Theory, HR Friday 8:45 am – Noon & Saturday 9:00 – 11:30 am, Ten Mile, 3rd Fl Track Chair: James Spee, University of Redlands Session Chair: Cynthia Ingols, Simmons College, Boston, MA CULTURE, MOTIVATION, AND CHANGE, OH MY: A CASE STUDY AT THE TOLEDO ZOO Kristine Hoover, Bowling Green State University ELLEN ZANE: LEADING CHANGE AT TUFTS/NEW ENGLAND MEDICAL CENTER Cynthia Ingols, Simmons School of Management Lisa Brem, Simmons School of Management JOHNNETTA COLE: LEADERSHIP FOR A NEW ERA AT BENNETT COLLEGE FOR WOMEN Chi Anyansi-Archibong, North Carolina A & T State University Betty Brewer, North Carolina A & T State University POWER COMPANIES MERGE: HR DECISIONS Ruth Clarke, Nova Southeastern University David Cohen, Nova Southeastern University THE STORY OF PETROHUASTECA Peggy Noynaert, Sam Houston State University Warren T. Fotiades, Sam Houston State University Joseph Kavanaugh (faculty supervisor), Sam Houston State University UNIVERSITY OF SMALL TOWN: A CASE ON A UNIVERSITY HARASSMENT DILEMMA Dianne P. Ford, Memorial University of Newfoundland WEAA Mary K. Foster, Morgan State University NACRA Program 2007 Page 20 Small Business / Entrepreneurship Track - I Friday 8:45 am – Noon & Saturday 9:00 – 11:30 am, Crestone IV (in the Conference Center, across the street, bus from Lodge Lobby) Track & Session Chair: Donald Lester, Middle Tennessee State U. WHY IN THE WORLD DO YOU WANT TO DO THAT! ANDY’S VENTURE INTO WINE Peter Markulis and Richard Gifford, State University of New York – Geneseo THE PURSUIT OF MULTIPLE BOTTOM-LINE GOALS: GOVERNANCE AND STRATEGIC PLANNING IN A FAMILY BUSINESS Lisa Majure and Kathy Savage, Northern Arizona University ASKINOSIE CHOCOLATE: LANUCHING A SMALL BUSINESS AND GIVING FARMERS A STAKE IN THE OUTCOME Clifton D. Petty, Kelley Still, and Janis Prewitt Auner, Drury University HERE WE GO AGAIN! VINCENT LUCKY, INC. Donald L. Lester, Middle Tennessee State University AMERICAN APPAREL Christina Eaves, Lisa Tousant, Sandy Johnson, Sheridan Masarenhas, and William Drescher, California State University, Los Angeles Ellen Drost, California State University, Los Angeles (faculty supervisor) Stephen McGuire, California State University, Los Angeles (faculty supervisor) ENDEAVOR ACQUISITION CORP., SPAC Sandy Johnson, Christina Eaves, Lisa Tousant, Sheridan Mascarenhas, and William Drescher, California State University, Los Angeles Ellen Drost, California State University, Los Angeles (faculty supervisor) Stephen McGuire, California State University, Los Angeles (faculty supervisor) AVESSA IND. A STUDY IN NEW BUSINESS DIRECTION Lynn Ruggieri, Roger Williams University THE POWER DOLLY: WHERE DOES IT GO NEXT? Jeffrey Katz, Bret Lanz, Bryan Herwig, Heather Mergenmeier, and James Wymore, Kansas State University NACRA Program 2007 Page 21 Small Business / Entrepreneurship Track - II Friday 8:45 am – Noon & Saturday 9:00 – 11:30 am, Crestone II (in the Conference Center, across the street, bus from Lodge Lobby) Track Chair: Donald Lester, Middle Tennessee State University Session Chair: Ray Kinnunen, Northeastern University (ARTFORMS)2 Thomas C. Leach, University of New England HEISLER HOMES Sofy Carayannopoulos, Wilfrid Laurier University Kenneth Harling,Wilfrid Laurier University COFFEE BEAN & TEA LEAF: THE MANAGER RETENTION PROGRAM Ryan Tash, California State University, Los Angeles Omar Ba-akeel, California State University, Los Angeles Stephen McGuire, California State University, Los Angeles MEGATOYS David Linnevers, California State University, Los Angeles Ryan Tash, California State University, Los Angeles Oxana Lavrova, California State University, Los Angeles Ellen Drost, California State University, Los Angeles (faculty supervisor) K. Kern Kwong, California State University, Los Angeles (faculty supervisor) SYNTONIX PHARMACEUTICALS Raymond M. Kinnunen, Northeastern University Susan F. Sieloff, Northeastern University Robert F. Young, Northeastern University THE SKI RESORTS INDUSTRY IN THE TWENTY-FIRST CENTURY’S FIRST DECADE – A WORLD-WIDE COMPETITION Marilyn Taylor, University of Missouri at Kansas City Xiaohua Yang, Queensland University of Technology Robert Strom, Ewing Marion Kauffman Foundation SNOWSPORTS INTERACTIVE – THE DILEMMAS OF BEING BORN GLOBAL Xiaohua Yang, Queensland University of Technology Marilyn Taylor, University of Missouri at Kansas City Robert Strom, Ewing Marion Kauffman Foundation NACRA Program 2007 Page 22 Small Business / Entrepreneurship Track - III Friday 8:45 am – Noon & Saturday 9:00 – 11:30 am, Crestone III (in the Conference Center, across the street, bus from Lodge Lobby) Track Chair: Donald Lester, Middle Tennessee State U. Session Chair: Margaret Naumes, University of New Hampshire THE DEALMAKER Joseph R. Bell, University of Arkansas, Little Rock Joan Winn, University of Denver LET’S MAKE WINE: WHERE DO WE GO FROM HERE? Udo Schentrich, University of New Hampshire Margaret Naumes, University of New Hampshire Hachemi Ali, University of New Hampshire PRODEXNET: MANAGING A GLOBAL START-UP Anuradha Basu, San Jose State University POWERWATER BEVERAGES, INC. Jeffrey P. Shay, University of Montana Bambi Douma, University of Montana Tony Crawford, University of Montana Josh Herbold, University of Montana FIGHTING THE RAPIDS AT ARKANSAS VALLEY VENTURES Dennis P. Wittmer, University of Denver Deanna L. Wittmer, University of Denver “SO, DOCTOR, CAN YOU FIX THIS?” A CASE INVOLVING A MEDICAL SPA Frederick D. Greene, Manhattan College Carolyn E. Predmore, Manhattan College Janet L. Rovenpor, Manhattan College NACRA Program 2007 Page 23 Plenary Session Thursday 4:30 – 6:00 pm, Arapahoe, 3rd Floor New Directions in Case Teaching & Research Moderators: Tom Miller, John Cook School of Business, Saint Louis University David Rosenthal, School of Business, Miami University Gerry Yemen, Darden Business School, University of Virginia NACRA Program 2007 Page 24 Concurrent Session Friday 1:45 – 3:15 pm, Sunburst & Sundrift Can’t Miss Cases Moderator: Mike Welsh, University of South Carolina Case teaching veterans across disciplines share their all-time favorite cases: How they work and why they work. Panelists: Anne Lawrence, San Jose State University; Jeffrey P. Shay, University of Montana; and Sally Baack, San Francisco State University NACRA Program 2007 Page 25 Concurrent Session Friday 1:45 – 3:15 pm, Silverhawk / Silverwood Multimedia Cases: Development & Distribution Moderators: Jane Nelson, Xanedu Custom Publishing Gerry Yemen, Darden School of Business While we are busy immersing students in key issues affecting the larger world, many of us feel pressure to include interactive technologies that will appeal to students and our own intellectual curiosity. The multimedia case “shows” rather than “tells” students important information they need to think critically. So how do we go about including innovative technology in classroom instruction with cases? New Methods in Transdisciplinary Case Research Moderators: Maribel Aponte and Carlos Alvarez, University of Puerto Rico We will review three research experiences with multimedia cases. One is a pilot project on Developing Multimedia Case Studies on Business and Economics with MBA students at the University of Puerto Rico. The second was a study published in 2006: "Cuba: A Video Collection on the Emerging Alternative Business and Social Practices or a Dialogic Pedagogy." The third is a proposed study of the Picu Company in Puerto Rico. NACRA Program 2007 Page 26 Concurrent Session Friday 3:30 – 5:00 pm, Foxfire Case Research for Theory Building & Testing Symposium Moderator: Bill Naumes, University of New Hampshire EPISTEMOLOGICAL IMPERATIVES FOR CASE RESEARCH IN THE MANAGEMENT DISCIPLINES Jeff Elllis, Babson College Case research often receives mixed reviews compared to the august method that exists behind pure scientific research. In most management schools and in many business journals case research takes a back seat to more quantitative work. This interactive session explores the assertion that case research is an epistemological imperative for most business disciplines because it can create knowledge of essential and high value that cannot be obtained in other ways. This session also will discuss how case research can meet the standards required of respected method while contributing to the exigencies of management practice. AN IRB’S VERSION OF INFORMED CONSENT IN CASE RESEARCH: HELP OR HINDRANCE? Marie Rock, Bentley College This paper briefly discusses the purpose and development of Institutional Review Boards. It explores developments in and responses to the rules concerning informed consent for social science disciplines when researchers are employing qualitative research methods. It explores the use of the informed consent form and describes the problems encountered by two experienced case writers. Finally, this paper makes broader suggestions for a formal position statement by the North American Case Research Association with regard to IRBsanctioned informed consent. RESEARCH NOTES: THE MPRD CASE-STUDY DESIGN: PROGRESS, FRUSTRATIONS, AND LESSONS Stephen Graham-Hill, Kentucky State University This paper describes the research design, initial results, and ultimate failure of a longitudinal multi-paradigm case-study (MPRD). In the original research proposal MPRD was seen as a response to calls for more relevant strategic management theories. The argument was that theory had become estranged from “real world” business practices; the result was a decline in relevance. Second, MPRD was intended to “go beyond” the “mixed method” (MM). MPRD was designed and tested during a two-year on-site investigation of a small, highly localized proprietary-brand soft-drink bottler. The author examines two possible causes of the failure. NACRA Program 2007 Page 27 Concurrent Session Friday 3:30 – 5:00 pm, Windwood The Case Goes “Live” Moderators: Neil Hunt, Suffolk University, Sawyer School of Business Steve Kenny, Founder/Managing Director, SnowSports Interactive Marilyn Taylor, University of Missouri, Kansas City, Bloch School Gina Vega, Salem State College, Bertolon School of Business The purpose of this session is to provide opportunity for the audience to interact with a live case, i.e., Steve Kenny the founder/CEO of SnowSports Interactive (SSI) Brisbane, Australia. This company is described as "revolutionizing ski area management with its ground-breaking personal tracking technology and resort intelligence applications." The live case will be followed by discussion of the model that underpins the use of groups to facilitate case teaching based on in-class preparation. NACRA Program 2007 Page 28 NACRA GRANTS FOR CASE RESEARCH 2007 Congratulations to the recipients of our inaugural $10,000 Case Research Grants! Case Research for Teaching Case Development Funded Proposal: “Pure Home Water, Ghana” Principal Investigator: Dr. Teresa Nelson, Elizabeth J. McCandless Professor of Entrepreneurship, Simmons School of Management, Simmons College Co-Investigators: Dr. Cynthia Ingols, Associate Professor, Simmons School of Management; Jennifer Christian-Murtie, MBA Candidate 2007 and Post-MBA Entrepreneurship Certificate Candidate 2007, Simmons School of Management Case Research for Theory Development Funded Proposal: “Nonprofit Interorganizational Collaboration: The Case of the Community Action Network” Co-Investigators: Matt Koschmann (ABD) and Matt Isbell (PhD student); University of Texas at Austin, Department of Communication Studies We look forward to the grant recipients presenting their results at our 2008 meeting in Durham, NH. An announcement for the 2008 grant competition will be posted on our Web site and emailed to members in January. Remember that these grants are possible because of the royalties earned by cases YOU publish in the Case Research Journal and YOU adopt for use in your classes. Thank you for helping us support excellence in case research. Be sure to attend the Saturday Luncheon to help us recognize our case award recipients. You may be one of them! NACRA Program 2007 Page 29 NACRA AWARDS Curtis E. Tate Award for the Outstanding Case Published in the Case Research Journal Curt Tate was the third president of NACRA and served in that capacity for many years. Professor Emeritus, University of Georgia, the award was established to honor his commitment to case research and writing. NACRA’s highest award, including $2000, is given to the case judged best case published or accepted for publication in the Case Research Journal during the previous year. From reviewer feedback, the CRJ editor will nominate 8 cases to be reviewed. Emerson Award for the Best Business Ethics Case Funded by Emerson Ethics Center at Saint Louis University. The award is given to the best business ethics case as submitted and presented at the NACRA Conference. The award includes a prize of $1500 plus an honorarium of $500 for the recipient upon case presentation in St. Louis. C.R. Christensen Outstanding Teaching Case Award A member of the Harvard Graduate School of Business Administration faculty for nearly five decades, Chris Christensen (1919-1999) became known as “Mr. Case Method.” Awarded to a case submitted to the education track for presentation at the meeting, revised based on session feedback, and submitted to the Case Research Journal, it is funded by the Ewing Marion Kauffman Foundation, friends, and students. The winning case is presented at the conference. Directors College Award for Outstanding Case in Corporate Governance Funded by the The Directors College of McMaster University the award is given to the best case in corporate governance (in any discipline) as submitted and presented to the annual NACRA meeting. The award includes a first prize of $1,000 and two honorable mentions - each worth $500. Ruth Greene Memorial Case Award In memory of Ruth Greene, the award covers the conference registration for the best case submitted and presented at the annual conference by an author outside of the United States and Canada. Cases are nominated by track chairs, reviewed by the NACRA Award Committee and Walt Greene, sponsor of the award that honors his wife. Philip D. Cooper Award for the Best Case in Health Care Phil Cooper was a frequent contributor to NACRA meetings, especially in his primary area of interest – health care. He was a mentor to many case writers. The $200 prize award is sponsored by his wife, Victoria Cooper, in his memory. It is awarded to the best case in Health Care Management (in any track) that has been presented at a NACRA meeting, revised, and submitted to the Case Research Journal. Outstanding Newcomer Award A case presented at the conference by an author or authors who have not previously attended a NACRA meeting is eligible for this award. Nominated by track chairs, the NACRA Award Committee makes the selection. Outstanding Student–Authored Case Award For the best student-written case presented at the annual conference, no faculty member may be a coauthor. A faculty supervisor should be listed as such. Nominated by track chairs, the NACRA Award Committee makes the selection. Gold – Silver – Bronze Awards For the first, second, and third best cases presented at the annual conference. Nominated by track chairs, the NACRA Award Committee makes the selection. NACRA Program 2007 Page 30 NACRA PAST PRESIDENTS Rebecca J. Morris, U. of Nebraska, Omaha Linda E. Swayne, University of North Carolina, Charlotte J. David Hunger, Iowa State University Mary Anne Watson, University of Tampa Lew G. Brown, University of North Carolina, Greensboro Anne Lawrence, San Jose State University John Seeger, Bentley College Timothy Edlund, Morgan State University Chi Anyansi-Archibong, North Carolina A & T State University William Naumes, University of New Hampshire H. Richard Eisenbeis, University of Southern Colorado David W. Rosenthal, Miami University Robert P. Crowner, Eastern Michigan University Robert McGlashan, University of Houston, Clear Lake Marilyn L. Taylor, University of Missouri, Kansas City Timothy M. Singleton, North Georgia College Ray G. Stephens, Ohio University Robert L. Anderson, College of Charleston Melvin J. Stanford, Minnesota State University William R. Boulton, Auburn University Max S. Wortman*, Iowa State University Bobby G. Bizzell*, University of Houston, Downtown Bill Rice,* University of Houston, Clear Lake Thomas L. Wheelen, University of South Florida Curtis E. Tate, Jr., University of Georgia Bernard Sord,* University of Texas Leon Megginson, Mobile College *Deceased 1990NACRA FELLOWS 1990-2006 Robert Anderson, Bobby Bizzell, William R. Boulton, Robert Crowner, George Eddy, H. Richard Eisenbeis, Robert Hay, Anne T. Lawrence, Robert McGlashan, Leon Megginson, Thomas Miller, William Naumes, David Rosenthal, Charles Scott, John Seeger, Tim Singleton, Bernard Sord, Melvin J. Stanford, Raymond Stephens, Curtis E. Tate, Jr., Marilyn Taylor, Lyle Trueblood, Thomas Wheelen NACRA Program 2007 Page 31 WANTED Members Active NACRA Members Like all volunteer associations, NACRA is continuously in need of energetic volunteers to keep the organization running and to plan for its future. No matter whether your association with NACRA is new or longstanding, we need and value your participation. How can you help? Let us count the ways: Annual meeting • • • • • • • • Case and paper/panel submitters Case and paper/panel reviewers Award committee reviewers Track chairs and associate track chairs Session chairs Local arrangements chair/committee (2008 in Durham, NH) Newcomers’ workshop/embryo case coaches Registration desk attendants Contact: VP Programs-Elect Marlene Reed for 2008 (Marlene_Reed@baylor.edu) Case Research Journal • • • • • Authors! – always in need of quality submissions Reviewers! – reading other cases and reviews will help you improve your own case writing Assistant Editor for Acquisitions: Proposed position to help with promotion to attract submissions Associate Editors Editor Contact: Editor Lew Brown (lgbrown@uncg.edu) Elected Officer and Board positions • • • • • VP Programs Elect (succession to VP Programs, President-Elect, & President) VP Case Marketing (2-year term) VP Membership (2-year term) Regional directors (elected by their respective regional associations) Directors at Large (3) Contact: President Debbie Ettington (dettington@psu.edu) Appointed Officer positions • • • • • • Treasurer VP Communications (may become elected) Proceedings Editor Webmaster Newsletter Editor Listserve Manager Contact: President Debbie Ettington (dettington@psu.edu) NACRA Program 2007 Page 32 NACRA Officers 2006-2007 Elected Officers President President-Elect VP Programs VP Programs-Elect VP Case Marketing VP Membership Appointed Officers Secretary/ Treasurer Editor, Case Research Journal VP Communications Mary Kay Sullivan, Maryville College Executive Committee Deborah R. Ettington, Penn State University Michael F. Welsh, U. of South Carolina James E. Fisher, Saint Louis University Marlene Reed, Baylor University Aundrea Kay Guess, St. Edward’s University Sally Baack, San Francisco State University Robert P. Crowner, Eastern Michigan University Lew G. Brown, U. of N.C. Greensboro Immediate Past President Rebecca J. Morris, U. of Nebraska Omaha Additional Members of the Board of Directors Regional Directors (elected, representing regional affiliates) Canada Mexico East (CASE) Midwest (SCR) Southeast (SECRA) Southwest (SWCRA) West (WCA) Director at Large Director at Large Appointed Members Newsletter Editor Proceedings Editors James W. Camerius, Northern Michigan U. Patricia Holman and Tom Hinthorne, Montana State University, Billings Advisory Council Chair (elected by Advisory Council of Past Presidents) Marilyn Taylor, University of Missouri, Kansas City Detlev Nitsch, Wilfrid Laurier University Jorge Gonzalez, Tecnológico de Monterrey Tom Leach, U. of New England Joe Thomas, Middle Tennessee State U. Robin Guill Liles, North Carolina A&T State U. Joseph Kavanaugh, Sam Houston State U. James W. Camerius, Northern Michigan U. Margaret Naumes, U. of New Hampshire Jeffrey Shay, U. of Montana Thank you for using the recycling bins!