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2019-2020 CWRUWEATHERHEAD SCHOOL OFMANAGEMENT BULLETINWeatherhead School of Management . 2Undergraduate Programs . 3Master of Business Administration (MBA) . 10Master's Programs . 13Doctoral Programs . 19Dual Degrees . 24Fowler Center . 25Policies . 26Honors and Awards . 32Faculty . 32Courses . 35Index . 82

2Weatherhead School of ManagementWEATHERHEAD SCHOOL OFMANAGEMENTPeter B. Lewis Buildinghttp://weatherhead.case.edu/Phone: 216.368.2030The Weatherhead School of Management cultivates creativity, innovationand purpose-driven leadership at every level: self, others, organizationsand society. Weatherhead’s more than 1,400 students study in graduate,undergraduate and executive education programs. With exceptionalinstruction in core business disciplines including finance, marketing,accounting, analytics and operations, the school is also known forbreakthrough research in management practices. Weatherhead facultypioneered concepts in Appreciative Inquiry, Emotional Intelligencecompetencies, Intentional Change Theory and Manage by Designing. OurFowler Center for Business as an Agent of World Benefit brings studentstogether with an international network of educators, researchers andpractitioners who incorporate social and global issues into businessinnovation and social entrepreneurship.With a robust Career Management Office, Weatherhead maintainsdeep connections to the local and national business communitieswith the purpose of engaging students in real-world experiences andmeaningful internships. More than 20,000 Weatherhead alumni bringtheir management education to advance value-based business practicesin organizations around the world. Weatherhead’s Executive Educationprograms engage more than 3,000 people annually and offer the latest inleadership development programs to help individuals at all stages of theircareers grow in their profession.Weatherhead is home to six academic departments comprising 70 fulltime faculty members and 78 full-time staff members. It offers programsat the undergraduate, master and doctoral levels in the Peter B. LewisBuilding and executive programming in the George S. Dively Buildingon the campus of Case Western Reserve University. Weatherhead is abusiness school that attracts interest from every corner of the globewhile maintaining roots in the Cleveland community.Mission StatementDeveloping transformational ideas and outstanding leaders for theadvancement of business and society.Values Weatherhead believes that management is a noble professioncommitted to the advancement of human life. Weatherhead values its strong ethical foundation and strives topromote a culture rich in ideas and reflection. Weatherhead is committed to increasing individual creative andcritical capacities, nurturing new and expansive patterns of thought. Weatherhead values research of enduring consequence and judgesits significance by the impact it has on management thought,management action and public policy. Weatherhead values learning that is active and collaborative.Students, faculty and staff together engage important managementproblems with an innovative, knowledge-creating attitude. Weatherhead is responsive to the needs of its students. Weatherhead considers alumni important partners and strives to addvalue to their personal and professional lives. Weatherhead values partnerships with the business community andother organizations. Weatherhead values meaningful service to society and strives foroutcomes that influence and positively change the way people andorganizations conduct themselves. Weatherhead is a cohesive learning organization with an internationaloutlook. Weatherhead values diversity, characterized by open dialogue andmutual respect among individuals with different specializations,backgrounds, cultures and perspectives. Weatherhead is results-oriented and judges contributions by actionstaken and outcomes achieved.VisionWeatherhead is respected locally and globally for research of enduringconsequence. The school is recognized for attracting and educatingmanagers to design novel solutions to the most complex issues facingbusiness and society. Weatherhead's learning environment is a hub ofcreative thinking, innovative teaching and trans-disciplinary research,filled with excitement and a strong sense of community.Brief HistoryIn 1952, Western Reserve University established the School of Businessby combining the Cleveland College Division of Business Administrationand the Graduate School Division of Business Administration, and fromits founding until 1988, the activities of the School of Business weredivided among a number of buildings both in downtown Cleveland andin University Circle. In 1967, the merger of Case Institute of Technologyand Western Reserve University created Case Western ReserveUniversity, and the Western Reserve University School of Businessabsorbed Case’s Division of Organizational Sciences to become theSchool of Management in 1970. Just six years later, the School ofManagement launched its full-time MBA.In 1980, the School of Management was renamed in honor of AlbertJ. Weatherhead III, a Cleveland businessman and industrialist whorepresented the fourth generation of his family to carry on theWeatherhead name and values, including cultural and educationalleadership. By 1999, the Weatherhead School of Management haddeveloped a strong identity, growing out of its space in Enterprise Halland requiring new construction. Funded by the philanthropist andentrepreneur whose name it bears, the Peter B. Lewis building, designedby renowned contemporary architect Frank Gehry and completed in 2002,was the answer. Located across the street from the George S. DivelyBuilding, which houses Weatherhead Executive Education programs,the Lewis Building, featuring Gehry’s unmistakable sculptural profileand gleaming stainless steel roof, both sets the school apart from itssurroundings and, quite literally, reflects the prestigious neighborhood ofthe school. Gehry redefined the way a business school should look, justas Weatherhead redefines the way management education should takeplace.AccreditationThe programs of the Weatherhead School of Management have been fullyaccredited by the Association to Advance Collegiate Schools of Business(AACSB) International since 1958.

32019-2020 Case Western Reserve UniversityAdministrationManoj K. Malhotra, PhD(Ohio State University)Dean, Weatherhead School of Management; Albert J. Weatherhead IIIProfessor of Management; Professor, OperationsAnurag Gupta, PhD(New York University)Vice Dean; H. Clark Ford Professor, Banking and Finance; Faculty Director,MSM-Finance ShanghaiThomas King, DM, CPA, CMA(Case Western Reserve University)Chair and Professor, Accountancy; Faculty Director, Master of AccountancyMark Votruba, PhD(Princeton University)Chair and Associate Professor, Economics; Faculty Director, MSM-HealthcareUndergraduate ProgramsDEGREES AND MAJORSSharon Martin, MBA, CPAAssociate Dean, Finance and Administration; Associate Professor,AccountancyBS AccountingJennifer Johnson, MBAAssociate Dean, Undergraduate and Integrated Programs; AssociateProfessor, Design & InnovationBS Management w/Major(s) in:BA Economics1. Business Management w/one or moreconcentration(s) in:a. Healthcare ManagementGregory Jonas, PhD, CMA(Virginia Commonwealth University)Associate Dean, Academic Affairs; Associate Professor, Accountancyb. Innovation & Entrepreneurshipc. International Businessd. Organizational LeadershipLeonardo Madureira, PhD(University of Pennsylvania)Associate Dean, Research; Deborah and David Daberko Fellow; AssociateProfessor, Banking and FinanceDeborah Bibb, MBAAssistant Dean, AdmissionsJim Hurley, MEd, MSEdAssistant Dean, Undergraduate and Integrated ProgramsSusan IlerAssistant Dean, Marketing and CommunicationsTiffany Welch, MAcc, MBAAssistant Dean, Curriculum and Administration, Master of AccountancyDepartment ChairsDiana Bilimoria, PhD(University of Michigan)KeyBank Professor; Chair and Professor, Organizational BehaviorCNV Krishnan, PhD(University of Wisconsin-Madison)Chair and Professor, Banking and Finance; Faculty Director, MSM-FinanceKalle Lyytinen, PhD(University of Jyvaskyla)Distinguished University Professor; Iris S. Wolstein Professor of ManagementDesign; Faculty Director, DM Program; Chair and Professor, Design &InnovationKamlesh Mathur, PhD(Case Western Reserve University)Chair and Professor, Operations; Faculty Co-director, MSM-BusinessAnalytics; Faculty Co-director, Master of Engineering and Managemente. Supply Chain Management2. Finance3. Marketing4. Dean’s ApprovedBachelor of Science (BS) in AccountingThe accounting profession demands a high degree of technical training,similar to the professions of architecture, law, engineering and medicine,and a broad knowledge of the fundamentals of economics and businesswith a commitment to public well-being. Career opportunities inaccounting include the public, corporate, government, nonprofit andhealthcare sectors. The undergraduate program in accountancy isdesigned to prepare students for entrance into these careers and toprovide a foundation for the examination to become a CPA or to achieveother professional certifications. Each state Board of Accountancy(https://www.nasba.org/stateboards) has its own eligibility requirementsfor taking the CPA exam. Students pursuing a BS in Accountingshould consult the Board of Accountancy (https://www.nasba.org/stateboards) website for the state in which they plan to sit for the CPAexamination in order to determine specific course requirements.As part of the sequence of courses leading to the BS in Accountingoffered through Weatherhead, the student takes required and electivecourses in related fields of banking and finance, economics, marketing,organizational behavior and operations.General Education RequirementsSAGES RequirementsFirst Seminar4Two University Seminars6Departmental Seminars - taken as MGMT 395, see CoreRequirementsSenior Capstone‡3-6Breadth RequirementsOne Mathematical Science Course4

4Undergraduate ProgramsMATH 125or MATH 121Math and Calculus Applications forLife, Managerial, and Social Sci IBLAW 331Calculus for Science and Engineering ITwo Natural Science Courses6-8Two Arts & Humanities Courses6-8Two Social Science Courses6Total Units35-42Degree RequirementsPrinciples RequirementsACCT 101Introduction to FinancialAccounting3ACCT 102Management Accounting3ECON 102Principles of Microeconomics3ECON 103Principles of Macroeconomics3OPRE 207Statistics for Business andManagement Science I3Core RequirementsBAFI 355Corporate FinanceDESN 210Introduction to Programming forBusiness Applications3or EECS 132Introduction to Programming in Javaor ENGR 131Elementary Computer Programmingor MATH 122Calculus for Science and Engineering IIor MATH 126Math and Calculus Applications for Life,Managerial, and Social Sci II3-4324Total Credit Hours for Degree: 122*Students must complete three one-credit-hour MGMT 395 offeringseach of a different topic.‡Students must complete one university-approved SAGES SeniorCapstone. It is not required that students complete a Weatherheadspecific capstone. Most students choose to take MGMT 398 ActionLearning, although a second option within Weatherhead is MGMT 397Undergraduate Research Project.Students pursuing the BS in Accounting are advised to take the twointroductory classes, ACCT 101 Introduction to Financial Accounting andACCT 102 Management Accounting, and ACCT 207 Excel and AccountingAnalytics Technology as early as possible. Students are advised to takeORBH 250 Leading People (LEAD I) in the second year and MGMT 201Contemporary Business and Communication as early as possible.Twelve credit hours of accounting coursework taken at anotheraccredited institution may be considered for transfer toward the BS inAccounting, although transfer credit for courses must be approved by theAccountancy Department. Each student is required to consult with anadvisor in the Office of Undergraduate and Integrated Study Programs atWeatherhead.For more information, contact Tiffany Welch ([email protected]),assistant dean, undergraduate and integrated study programs, at216.368.2058.MGMT 201Contemporary Business andCommunication3MKMR 201Marketing Management3OPRE 301Operations Research and SupplyChain Management3ORBH 250Leading People (LEAD I)3MGMT 395Advanced Seminar3*Legal Environment of ManagementTotal UnitsOpen ElectivesElectives20-26Total Units56-63Major RequirementsStudents who desire a Secondary Major in Accounting should consult witha Weatherhead academic advisor.ACCT 207Excel and Accounting AnalyticsTechnology3ACCT 300Corporate Reporting I3ACCT 301Corporate Reporting II3ACCT 305Income Tax: Concepts, Skills,Planning3ACCT 306Accounting Information Systems Basic3ACCT 307Applied Analytics for Accounting3ACCT 314Attestation and Assurance Services3Integrated Study Program in AccountancyUndergraduate students at Case Western Reserve University have theunique opportunity to pursue both the Bachelor of Arts (BA) or Bachelorof Science (BS) and the Master of Accountancy through the BA/BSand Master of Accountancy Integrated Study Program. The IntegratedStudy program allows students to complete both degrees in four orfive years. For students majoring in accounting, both degrees aremost commonly completed in four-and-a-half years or nine academicsemesters. All Case Western students must apply for and be admitted tothe MAcc program, although certain requirements are waived, such as theGraduate Management Admission Test (GMAT). Because of the necessityfor proper planning of coursework, undergraduate students are stronglyencouraged to apply for the MAcc in their junior year.The Integrated Study program is strongly recommended for thoseindividuals planning to obtain professional certification as a certifiedpublic accountant (CPA). CPA candidates must have completed 150semester hours of study at the university level in order to qualify tosit for the CPA examination. The integrated program saves qualifiedstudents both time and money while equipping students with the skillsand knowledge attractive to top accounting firms.For more information, contact Tiffany Welch ([email protected]),assistant dean, undergraduate and integrated study programs, at216.368.2058.

52019-2020 Case Western Reserve UniversityEarly Admission to the Integrated Study Program inAccountancyYear Total:Each year, approximately 10 to 15 exceptionally well-qualified highschool seniors who plan to pursue careers in accountancy will beoffered Early Admission to the Integrated Study Program in am) at Case Western Reserve University.Early admits receive a conditional commitment of admission to theWeatherhead School of Management Master of Accountancy countancy) program and ascholarship package covering a minimum of 50% of an academic year’stuition cost to be honored when students formally enroll as a graduatestudent. Students are required to maintain a minimum undergraduateGPA of 3.2 overall and in accountancy courses. Those who achieve highergrade point averages will be eligible for greater scholarship amounts.Second YearPracticum Program1715UnitsFallSAGES University Seminar3Corporate Reporting I (ACCT 300)3Statistics for Business and Management Science I(OPRE 207)3Leading People (LEAD I) (ORBH 250)3Natural Science3SpringCorporate Reporting II (ACCT 301)3Corporate Finance (BAFI 355)3Introduction to Programming for BusinessApplications (DESN 210)3Arts & Humanities3Elective3The practicum program acticums) is a planned, structured, supervised workplaceexperience at an approved "site" organization. The practicum is anexperiential learning arrangement between the student, the employerand the practicum adviser in conjunction with the University CareerCenter. Employers provide appropriate supervision and work-relatedlearning while the practicum adviser guides and evaluates the student'sexperience. The primary goal of this active learning experience is theintellectual, personal and professional growth of the student in an arearelated to the student's academic goals. The practicum should providethe student with new skills, insights and experiences that are transferableto the academic setting.Year Total:Students apply to the University Career Center in the semester precedingthe work assignment and may participate in up to two practicums. Allpracticums developed through the University Career Center must betaken for transcript notation, and students must have a faculty memberserve as a practicum advisor. If a student elects to work in an internship/practicum without enrolling in the course for academic notation, he orshe will not have the benefits of full-time student status. Additionally, heor she will not represent the practicum program in any official capacity.Attestation and Assurance Services (ACCT 314)3Legal Environment of Management (BLAW 331)3Marketing Management (MKMR 201)3Advanced Seminar (MGMT 395)1Social Science3Sample Plan of Study: BS in AccountingFourth YearFirst YearFall4Math and Calculus Applications for Life, Managerial,and Social Sci I (MATH 125)4Introduction to Financial Accounting (ACCT 101)3Principles of Microeconomics (ECON 102)3Arts & Humanities3SpringPHED (Physical Education)SAGES University Seminar3Management Accounting (ACCT 102)3Excel and Accounting Analytics Technology(ACCT 207)3Principles of Macroeconomics (ECON 103)3PHED (Physical Education)Contemporary Business and Communication(MGMT 201)Third Year315UnitsFallIncome Tax: Concepts, Skills, Planning (ACCT 305)3Operations Research and Supply Chain Management(OPRE 301)3Advanced Seminar (MGMT 395)1Natural Science3Elective3Elective3SpringElectiveYear Total:31616UnitsFallUnitsSAGES First Seminar15Accounting Information Systems - Basic (ACCT 306)3Advanced Seminar (MGMT 395)1Social Science3Elective3Elective3Elective3SpringApplied Analytics for Accounting (ACCT 307)3Action Learning (MGMT 398)6Elective3Year Total:Total Units in Sequence:1612122

6Undergraduate ProgramsBachelor of Arts (BA) in EconomicsECON 399Individual Readings and Research(upon approval of Senior CapstoneCoordinator)(College of Arts and Sciences)The BA in Economics is a 120-credit-hour, structured program in whichstudents learn to analyze problems of resource allocation and decisionmaking and to understand the influence of these factors on economiesand societies.For more information, contact Teresa Kabat ([email protected]),department administrator, at 216.368.4110.Bachelor of Science (BS) in ManagementOur highly regarded degree attracts some of the best students oncampus. Students have the opportunity to assist Weatherhead facultyin their research activities and to participate in independent researchprojects.General Degree RequirementsStudents are required to complete the Arts and Sciences GeneralEducation Requirements (http://bulletin.c