Teaching note for product 9B02C015.

The vice-president of regulation at the Investment Funds Institute of Canada is reviewing the monthly statistics. It shows the continuance of three trends, prevalent during the last 12 months in the Canadian mutual funds industry. Net sales of mutual funds were declining, fund redemptions were rising and the rate of growth in mutual fund assets had been marginal. The vice-president must determine how the Investment Funds Institute, as the industry .....more

The managing partner of Charleston Management Consultants is overseeing the firm's integration of 10 new colleagues from former consulting rival Willard Group. He faces two difficult situations on the first day of the integration including whether or not he should intervene in the decision to fire the firm's receptionist. The supplement Charleston Management Consultants (B), product 9B04C040 focuses on the second situation.

The managing partner of a consulting firm is faced with difficult decisions on the first day of an integration of staff. He must decide how to deal with a colleague's question about an alleged pay discrepancy between consultants in the merged firm. This is a supplement to Charleston Management Consultants (A), product 9B04C039.

Success in navigating through a crisis situation requires good planning, sound judgement and swift reaction. This note provides a set of detailed guidelines on business crisis management. Areas covered include crisis definition, key principles and a step-by-step assessment of what to do when one occurs.

The vice-president at a large investment firm has discovered that some clients have taken significant losses and determines that it was due to the actions of one of the firm's investment advisors. He has no choice but to terminate this advisor's employment with the firm and must determine how to communicate with and maintain the relationships with these clients. The supplement, Greentree Investment Corporation (B), product 9B04C016, continues .....more

An investment advisor must take over the clients of another advisor who has been terminated due to poor performance. These clients are extremely upset with the situation, and one customer has demanded that his losses be reimbursed by the company. The investment advisor must decide how best to handle this angry customer. This is a supplement to Greentree Investment Corporation (A), product 9B04C015.

Executives must be able to represent their organizations to external stakeholders in a climate of public distrust and media vigilance. This note covers three practical areas in dealing with the media: what to do when a reporter calls, what makes a good story and ways to get the message out to the media.

Teaching note for product 9B04C015.

Nortel, a supplier of digital network solutions, was a successful company for over 100 years. The company prided itself on low staff turnover and had recently focused on global markets. When Nortel acquired Bay Networks, a leader in the worldwide networking market, a new company, Nortel Networks was created. The leadership team for the new company has decided that within four months, Nortel Networks must develop a brand identify that will create a .....more