Steve Shu Consulting

DECEMBER 31, 2014

In this post, I want to share my thoughts on design values related to behavioral economics and behavioral finance (which going-forward in this post I’ll simply refer to as behavioral science for brevity). With that as backdrop, here’s my Behavioral Economics and Behavioral Finance Manifesto (much like I did with my Management Consulting Manifesto back in 2011 ). Behavioral Economics General Management Innovation Behavioral Finance Behavioral Science Nudge

Finance 174

Finance Consulting Ethics Software 174

Harvard Business

OCTOBER 12, 2020

Economics & Society Finance & Accounting Ethics Digital ArticleYou can do well and do good.

Finance 51

Finance Industry Ethics 51

Steve Shu Consulting

MARCH 7, 2019

Save(d) by Design Loss Aversion Calculator (personalized finance tool) Personalized Pension statement Personalized video technology with live action Thanks to Rick Unser for having me recently on his 401(k) Fridays podcast. This interview is geared toward defined contribution plan sponsors and those closely related with this segment of the market (e.g., advisors, consultants, recordkeepers, investment only).

Finance 150

Finance Trends Interviews Consulting 150

Harvard Business

JANUARY 27, 2022

Corporate finance Sponsor ContentSponsor content from Workday.

Finance 48

Finance 48

Speaker: Spencer Falbo, Principal at Kong Basile Consulting

In this webinar, Spencer Falbo, principal at Kong Basile Consulting will teach you how Spend Management can help to automate many of your processes, making your job as an accountant more efficient.

Management

Harvard Business Review

AUGUST 29, 2022

Finance and investing Corporate finance Entrepreneurial financing Private equity Venture capital Venture funding Angel financing Economics Economic systems Digital ArticleHow to identify and attract investors who will support your long-term, stakeholder-focused plans.

Finance 81

Finance How To Management System 81

Harvard Business

JUNE 9, 2020

Financial management Reorganization Finance & Accounting Business law Digital ArticleUnderstand your options, both in and out of court.

Finance 54

Finance Company Financial Management 54

Harvard Business

MAY 29, 2019

Citigroup leading analyst Ronit Ghose, Lemonade Insurance founder and CEO Daniel Schreiber, and OakNorth Bank founder and CEO Rishi Khosla discuss the new possibilities that AI offers the finance industry. Those who manage to use this emerging technology to reduce friction for customers will win. Disruptive innovation Technology Managing organizations Audio

Finance 29

Finance Insurance Insurance Banking 29

Harvard Business

MAY 29, 2019

Citigroup leading analyst Ronit Ghose, Lemonade Insurance founder and CEO Daniel Schreiber, and OakNorth Bank founder and CEO Rishi Khosla discuss the new possibilities that AI offers the finance industry. Those who manage to use this emerging technology to reduce friction for customers will win. 3392 1585 105786 110003

Finance 28

Finance Insurance Insurance Banking 28

Harvard Business

JUNE 2, 2021

Transparency and trust are at the core of the decentralized finance revolution. Currency Economics Technology Audio

Finance 36

Finance Banking 36

Harvard Business

MARCH 30, 2021

Sales Managing organizations Finance & Accounting Digital ArticleFour strategies to reduce friction between these sometimes reluctant partners.

Finance 36

Finance Strategy Strategy Strategy& 36

BCG

AUGUST 30, 2016

Revenues from trade finance now total approximately $50 billion a year. Simultaneously, regulation is making trade finance more costly to supply. To succeed in this challenging and uncertain environment, banks’ trade finance offerings must be agile, low cost, and valued by customers despite the growing availability and safety of alternatives to documentary trade. Part of the answer lies in the digital revolution unfolding in trade finance.

Finance 62

Finance Banking Agile Efficiency 62

Harvard Business

MARCH 31, 2021

Cryptocurrencies are fueling the emergence of decentralized finance. What is it, how does it work, and who will benefit? Currency Disruptive innovation Technology Audio

Finance 36

Finance 36

Harvard Business Review

JULY 28, 2022

Entrepreneurship Entrepreneurial finance Start-ups Corporate finance Venture capital Digital ArticleHow entrepreneurs can decide whether to pursue corporate funding, and if so, which CVC to pick.

Finance 100

Finance 100

Harvard Business Review

SEPTEMBER 1, 2022

Budgets and budgeting Corporate finance Finance and investing Digital ArticleFour steps to prepare your company — before it’s too late.

Company 83

Company Finance 83

Harvard Business

JUNE 1, 2017

Mihir Desai, professor at Harvard Business School and Harvard Law School, argues for re-humanizing finance. He says the practice of finance, with increasing quantification, has lost touch with its foundations. But he says finance can be principled, ethical, even life-affirming. Desai is the author of the new book, The Wisdom of Finance: Discovering Humanity in the World of Risk and Return. He also writes about finance and the economy for hbr.org.

Finance 31

Finance Ethics 31

Harvard Business

MAY 18, 2021

Finance & Accounting Leadership Sponsor ContentSponsor content from Deloitte.

Finance 36

Finance Deloitte Leadership 36

Harvard Business

MAY 6, 2020

Finance & Accounting Sponsor ContentSponsor content from Deloitte.

Deloitte 36

Deloitte Finance Company 36

MishTalk

JUNE 29, 2017

The fine print is rather amusing: Must be subprime and must finance through Chrysler Capital. Reader Bian emailed an ad for huge discounts on cars. more…). Economics

Finance 48

Finance 48

MishTalk

MARCH 21, 2014

Inquiring minds are tuning into a report on the Ponzi finance setup in China. Our analysis indicates that China’s economy has arrived at that unstable state where speculative and Ponzi finance appear to dominate. Most assume China can grow at 7% a year, a notion that I have challenged on many occasions. Morgan Stanley agrees. Please consider Morgan Stanley: China''s Minsky Moment is Here.

Finance 59

Finance Cash Flow Banking Government 59

Harvard Business Review

JULY 6, 2022

Blockchain Technology and analytics Finance and investing Entrepreneurial finance Digital ArticlePrice swings signal important information to investors — and build previously unseen levels of transparency into the system.

System 91

System Finance 91

Harvard Business

MARCH 19, 2020

Innovation Finance & Accounting Sponsor ContentSponsor content from Deloitte.

Finance 36

Finance Deloitte 36

MishTalk

SEPTEMBER 20, 2016

The last bubble is seldom reblown, but what about bubbles twice removed? In what seems like a reply of 2000, … Continue reading → Economics

Finance 41

Finance Company 41

Harvard Business

MARCH 1, 2017

The unstoppable force of blockchain technology is barreling down on the infrastructure of modern finance. Our global financial system moves trillions of dollars a day and serves billions of people. But the system is rife with problems, adding cost through fees and delays, creating friction through redundant and onerous paperwork, and opening up opportunities for fraud and crime.

Finance 39

Finance Capgemini Insurance Insurance 39

Harvard Business Review

AUGUST 4, 2022

Finance and investing Sponsor ContentSponsor content from Chase.

Financial 76

Financial Agile Finance 76

Harvard Business Review

SEPTEMBER 26, 2022

Family businesses Finance and investing Digital ArticleFive critical decisions to set it up for long-term success.

Finance 79

Finance 79

Harvard Business Review

SEPTEMBER 30, 2022

Business history Disruptive innovation Emotional intelligence Corporate finance AudioA series of conversations on influential management ideas from HBR’s first 100 years.

Emotional Intelligence 84

Emotional Intelligence Management Finance 84

MishTalk

SEPTEMBER 13, 2016

A few days ago I pinged global trade expert Michael Pettis with my post Germany’s Finance Minister Blames ECB For … Continue reading → Economics

Finance 56

Finance 56

Harvard Business Review

SEPTEMBER 29, 2022

Budgets and budgeting Economic cycles and trends Finance and investing Digital ArticleEasy steps you can take today to craft a more agile process.

Agile 80

Agile Finance Trends 80

Strategy+Business

JULY 23, 2017

The relationship between a chief financial officer (CFO) and chief human resources officer (CHRO) can turn a company around. Between them, they control the major sources of capital available to a company: human, financial, and often information technology. One such collaboration took place at McGraw-Hill Companies starting in 2011, between CHRO John Berisford and CFO Jack Callahan.

Finance 60

Finance Strategy Strategy Strategy& 60

Steve Shu Consulting

DECEMBER 22, 2021

Course 39

Course Finance Consulting 39

Harvard Business Review

JULY 18, 2022

Finance and investing Business failures Financial performance measurement Venture capital Digital ArticleDon’t undervalue the overlooked.

Finance 91

Finance Financial 91

Harvard Business Review

SEPTEMBER 14, 2022

Mergers and acquisitions Corporate finance Financial analysis Digital ArticleSmaller, privately held firms should conduct a detailed valuation at least once a year. Here’s how.

Analysis 82

Analysis Finance Financial 82

Steve Shu Consulting

JANUARY 6, 2022

Welcome to Applied Behavioral Economics in Finance and Marketing (AEM 6150)! The course is especially geared toward students who may consider future professions in consumer finance, marketing, product development, data science, or consulting/advisory.

Course 39

Course Consulting Finance Development 39

MishTalk

SEPTEMBER 9, 2016

Fireworks are going off in Germany again in yet another battle between Wolfgang Schaeuble, Germany’s finance minister, and the ECB. Schaueble … Continue reading → Economics

Finance 44

Finance 44

Harvard Business Review

AUGUST 17, 2022

Budgets and budgeting Corporate finance Digital ArticleTo stay competitive, companies need to be able to shift how they allocate capital in response to changing business conditions.

Company 86

Company Finance 86

Harvard Business

MARCH 31, 2017

If you’re not a numbers person, finance is daunting. Even if you don’t need to know a lot about finance to do your day-to-day job, the more conversant you are on the subject, the better off you’ll be, according to Richard Ruback, a professor at Harvard Business School and the coauthor of the HBR Guide to Buying a Small Business. Stop avoiding finance because you’re afraid of numbers. “Finance and accounting are very simple.

Finance 44

Finance Balance Sheet Metrics Financial 44

Harvard Business Review

JULY 12, 2022

Accounting Finance and investing Sponsor ContentSponsor content from Deloitte.

Deloitte 57

Deloitte Finance 57

Harvard Business Review

JULY 7, 2022

Investment management Nonprofit organizations Philanthropy Finance and investing Digital ArticleIt’s about creating a balance of grant types, categorized by operations, growth, and risk.

Operations 94

Operations Finance Nonprofit Management 94

Harvard Business Review

AUGUST 4, 2022

Financial markets Business management Crisis management Financial crisis Finance and investing Digital ArticleWith an aggressive but thoughtful approach, it’s possible to survive a downturn — and even emerge stronger.

Financial 101

Financial Finance Marketing Management 101