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Our resources thrust participants into the heart of real-world scenarios, from crisis management in the UK during the Covid-19 pandemic to cross-party education reform in Brazil.

Many of our resources are available on The Case Centre distribution platform. Educators who are registered with the site can access free review copies of our case studies, teaching notes, and other materials.

To inquire about our other cases or background materials, please contact us at casecentre@bsg.ox.ac.uk.

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Swiss Guard on the entrance of Vatican. Photo: Livioandronico2013 - Own work, CC BY-SA 4.0, https://commons.wikimedia.org/w/index.php?curid=61471124

Of faith and fortunes: reforming the Vatican’s finances

The Vatican Bank, central to the mission of the Catholic Church, largely operated outside the global financial regulatory system, but its culture of secrecy had gained notoriety for enabling financial irregularities. In 2012, Rene Bruelhart, a Swiss lawyer, was appointed as director of the Vatican’s financial regulator to address these concerns. As a relative outsider, what steps could he take to achieve organisational change at the tradition-bound Vatican?

The Vatican Bank was central to the global mission of the Catholic Church, helping move money where it was most needed to meet the Church’s objectives. The bank largely operated outside the global financial regulatory system. This arrangement had historically enabled the Church to operate where others could not, for instance to support the pro-democracy Solidarność (solidarity) movement in communist Poland.

In recent years, however, the bank’s culture of secrecy had gained notoriety for enabling financial irregularities. Rene Bruelhart, a Swiss lawyer who had previously helped reform Lichtenstein’s banking system, was appointed in 2012 as director of the Financial Information Authority (the Vatican’s financial regulator) to address the concerns and scandals at the Vatican Bank. As a relative outsider to the tradition-bound Vatican, Bruelhart considered his options. How broadly or narrowly should he define his objectives? How should he pace his reform in a setting that was resistant to external interference? How could he build a constructive dialogue with both internal and external stakeholders?

Length of Teaching:
1-2 hours
Learning Objectives:
  1. Equip participants to design and drive change in tradition-bound organisations;
  2. Identify and define problems to help set priorities.
More Info
President Trump talking on a phone aboard Airforce One

President Trump calling: accept or decline?

On 9 March 2017, Preet Bharara, US attorney for the Southern District of New York (SDNY), saw he had missed a call from US President Donald Trump. While not illegal, such communication was usually routed through senior intermediaries in the US Department of Justice to avoid political influence in law enforcement. Bharara wanted to avoid any impropriety, but he also knew that President Trump preferred to deal directly with subordinates. Should he return the president’s call?

On 9 March 2017, Preet Bharara, US Attorney for the Southern District of New York, returned to his office to see that he had missed a phone call from President Donald Trump. It was highly unusual for the President of the United States to want to speak directly with a US Attorney. Such communication was usually routed through senior intermediaries in the Department of Justice to avoid political influence in law enforcement. In this case, those intermediaries had no knowledge of the reason for President Trump’s phone call.

While senior prosecutors like Bharara were political appointees who served at the will of the appointing president, in this case, Bharara was the chief law-enforcement officer in the jurisdiction that covered much of President Trump’s personal and business interests. Bharara wanted to avoid any appearance of impropriety, but he also knew that President Trump was an unorthodox leader who sought to deal directly with subordinates and shake up government bureaucracy. Bharara was keen not to hamper legitimate communications with the new White House. He had to decide whether to return the president’s phone call in violation of Department of Justice norms.

Length of Teaching:
1-2 hours
Learning Objectives:
  1. Strengthen values-based leadership and management skills;
  2. Understand and assess organisational accountability and functional independence
More Info
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