MANA 3001 - McInerny: Home

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About this guide

This course guide was created for Dr. McInerny's Behavior and Organization (MANA 3001) course.

Off campus access methods (authentication)

  • Library Login:  This method (a proxy server) is quick and easy, and requires no setup.  But a few databases will not work with it, and it is less reliable when there is heavy internet traffic or a slow connection.
  • VPN (virtual private network): The VPN requires you to download an app onto both your cell phone and your computer.  It is much more reliable during times of heavy internet traffic, and is well worth the necessary setup time. Outline of the steps required for the VPN:
    1. Find detailed VPN instructions here. Once there, click on "How do I start using GlobalProtect VPN and Duo?"
    2. Register for Duo Mobile. Two ways to do that: via an email from ITS (; you can email and ask for "the VPN registration invitation email"); or via Office365.
    3. Download the Duo Mobile app onto your cell phone. Allow push notifications for it.
    4. Download the GlobalProtect app onto your computer.

Although the detailed instructions page refers you to Information Technology Services for help, at the Raynor Information Desk we can also help with some parts of the process.  Give us a call at (414) 288-7556.

About leadership

CEO lists and more

Below are some lists of CEO's (mostly!) that may help you decide who to research.

Note that these lists may include some people who are not affiliated with a public company! 

Company documents (filings)

Primary source material for your leader analysis!

Public companies are required by law to provide a lot of information to the business world. In addition to a company's own website, two databases below will give you access to the disclosure documents of public companies. 

  • Mergent Online has both financials and company filings (or reports).
  • Refinitiv Workspace has more content:  more international companies; more financial analyst reports; and it has market and industry reports.  Requires registration for an individual account. 

About the annual reports: 

There are two types, and they have different intended audiences!  Although there is considerable overlap between the two types, there are is also some unique content in each.  For larger, more consumer-oriented companies, the differences are likely to be greatest. 

  1. 10-K:   this report is the mandated disclosure document that the company files with the SEC.  Its organization and format are more functional and less aspirational.
  2. ARS, or Annual Report to Shareholders:  this report is sent to all current and potential investors.  It presents the company as the company wants to be seen.
    ➤  Companies used to submit these to the SEC routinely (even though it was not required), but no longer do so consistently.  You may have to look for these on company websites.

Sections to look for:

You want to at least skim a good portion of one of these reports. But here are two specific recommendations on sections to look at:

–   10-K:  the Management's Discussion and Analysis (MD&A; sometimes repeated in the ARS).
–   ARS:  the CEO's letter to shareholders.  Read several of these letters to get a better sense of the CEO.

Other company documents to look for:

  1. Proxy statements:  these are the documents that contain the most biographical information about the company's upper management and board of directors. 
  2. 8-K reports:  these report on current events of a material nature; must be filed within 10 days of the event's occurrence.

Tracking ethics' issues

For this area, in addition to the business news, below are two sources that may help.  Things to note:

 –  In ESG Manager, look for the ESG Controversies report.
 –  ESG Manager only covers public companies.
 –  Violation Tracker does cover some private companies.