 | | | | Marc J. Epstein
Marc J. Epstein is Distinguished Research Professor of Management at Jones Graduate School of Management at Rice University in Houston, Texas. He was also recently Visiting Professor and Wyss Visiting Scholar at Harvard Business School. Prior to joining Rice, Dr. Epstein was a professor at Stanford Business School, Harvard Business School, and INSEAD (European Institute of Business Administration).
Dr. Epstein has completed extensive academic research and has extensive practical experience in the implementation of corporate strategies and the development of performance metrics for use in these implementations. In several recent articles and books Epstein shows how the use of new strategic management systems can help companies focus strategy, link to performance metrics, and drive improved performance in organizations. In his recent book, he applies these approaches to driving increased innovation in large organizations and developing appropriate measures of success. Making Innovation Work: How to Manage It, Measure It, and Profit from It is now available from Wharton School Publishing.
Another recent book, Counting What Counts: Turning Corporate Accountability to Competitive Advantage, integrates his work into a model of corporate accountability based on improving 1) corporate governance 2) management systems 3) internal and external reporting and 4) financial, operational, and social measures of performance. This broader and more integrative approach includes the use of non-financial performance measures to better serve customers, communities, and employees while driving improved shareholder value. It was awarded one of seven 1999 Choice Awards for Outstanding Academic Books in business and labor out of 6500 books reviewed. This and related works have focused on how companies can measure and improve the performance of boards of directors and CEOs. In December, his edited series The Accountable Corporation (with Kirk Hanson) will be published with four volumes including Corporate Governance, Corporate Social Responsibility, Business Ethics, and Business-Government Relations. He has recently written extensively on corporate governance, the role of boards of directors, organizational trust, the business case for sustainability, and corporate accountability.
A previous book, Measuring Corporate Environmental Performance: Best Practices for Costing and Managing an Effective Environmental Strategy, won numerous top academic, professional, and business awards, (including the prestigious AAA/AICPA Notable Contributions to Accounting Literature Award) and was the largest field based research study ever in this area. This and related new work focuses on the implementation of systems to identify, measure, and manage social and environmental impacts.
He is the author of fourteen books and over 100 professional papers and is currently Editor-in-Chief of a top academic journal, Advances in Management Accounting. He is also Series Editor of the research book series, Studies in Managerial and Financial Accounting.
Dr. Epstein also provides seminars, executive courses, and lectures to senior managerial audiences throughout the world. He has extensive industry experience and has been a senior consultant to leading corporations and governments for over 25 years.
Publications:
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Book
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Epstein, Marc J., R. Bagozzi, P.S. Wisner. 2006. Organizational Antecedents and Consequences of Environmental Performance. Advances in Environmental Accounting and Management
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Journal Articles
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Epstein, Marc J., Buhovac, Adriana R.. 2006. "What's in IT for You (and Your Company)?." Journal of Accountancy
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Epstein, Marc J., P. Wisner. 2005. ""Push" and "Pull" Impacts of NAFTA on Environmental Responsiveness and Performance in Mexican Industry." Management International Review
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Epstein, Marc J., P. Wisner. 2005. "Actions and Measures to Improve Sustainability." The Accountable Corporation Praeger Publishing
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Epstein, Marc J.,M.J. Roy. 2005. "Evaluating and Monitoring CEO Performance: Evidence from US Compensation Reports." Corporate Governance
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Epstein, Marc J., Adriana Rejc. 2005. "Evaluating Performance in Information Technology." Society of Management Accountants of Canada and American Institute of Certified Public Accountants
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Epstein, Marc J., K. Schnietz. 2005. "Exploring the Financial Value of a Reputation for Corporate Social Resonsibility During a Crisis." Corporate Reputation Review
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Epstein, Marc J., A. Rejc. 2005. "How to Measure and Improve the Value of IT." Strategic Finance
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Epstein, Marc J., A. Rejc. 2005. "Identifying,Measuring, and Managing Organizational Risks for Improved Performance." Socity of Management Accountants of Canada and American Institute of Certified Public Accountants
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Epstein, Marc J.. 2005. "Implementing Successful E-Commerce Initiatives." Strategic Finance
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Epstein, Marc J., P. S. Wisner. 2005. "Managing and Controlling Environmental Performance: Evidence From Mexico." Advances in Mangement Accounting
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Epstein, Marc J., M.J. Roy. 2005. "Measuring the Effectiveness of Corporate Boards and Directors." The Accountable Corporation Praeger Publishing
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Epstein, Marc J., Adriana Rejc. 2005. "Measuring the payoffs of IT investments." CMA Management
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Epstein, Marc J., H. B. Leonard and L. Winig. 2005. "Playgrounds and Performance: Results Management at KaBOOM! (A)." Harvard Business School Cambridge Harvard Business School Publishing case #9-306-031
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Epstein, Marc J.. H. B. Leonard and L. Winig. 2005. "Playgrounds and Performance: Results Management at KaBOOM! (B)." Harvard Business School Cambridge Harvard Business School Publishing case #N9-306-055
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Epstein, Marc J., H. B. Leonard and L. Winig. 2005. "Playgrounds and Performance: Results Management at KaBOOM! (C)." Harvard Business School Cambridge Harvard Business School Publishing case #N9-306-056
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Epstein, Marc J., H. B. Leonard and M. Tritter. 2005. "The Augusta National Golf Club Controversy (A)." Harvard Business School Cambridge Harvard Business School Publishing case #N9-306-029
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Epstein, Marc J., H. B. Leonard and M. Tritter. 2005. "The Augusta National Golf Club Controversy (B)." Harvard Business School Cambridge Harvard Business School Publishing case #N9-306-048
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Epstein, Marc J., H. B. Leonard, M. Tritter. 2005. "The Augusta National Golf Club Controversy (C)." Harvard Business School Cambridge Harvard Business School Publishing case #N9-306-050
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Epstein, Marc J.. 2005. "The Payoffs for Corporate Social Responsibility: A Conversation with Marc J. Epstein." Cost Management
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Epstein, Marc J.. 2005. "The Determinants and Evaluation of Merger Success." Business Horizons
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Epstein, Marc J., M. J. Roy. 2004. "How Does Your Board Rate?." Strategic Finance
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Epstein, Marc J., M. J. Roy. 2004. "Improving the Performance of Corporate Boards: Identifying and Measuring the Key Drivers of Success." Journal of General Management
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Epstein, Marc J., T. Davila & S. Matusik. 2004. "Innovation Strategy and the Use of Performance Measures." Advances in Management Accounting 13
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Epstein, Marc J.. 2004. "The Drivers of Success in Post Merger Integration." Organizational Dynamics
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Epstein, Marc J., M.J. Roy. 2003. "Improving Sustainability Performance: Implementing and Measuring Key Principles." Journal of General Management
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Epstein, Marc J., Roy, M. J.. 2003. "Making the Business Case for Sustainability: Linking Social and Environmental Actions to Financial Performance." Journal of Corporate Citizenship
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Epstein, Marc J., Currall, S.. 2003. "The Fragility of Organizational Trust: Lessons From the Rise and Fall of Enron." Organizational Dynamics
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Epstein, Marc J.. 2003. "The Identification, Measurement, and Reporting of Corporate Social Impacts--Past, Present, and Future." Advances in Environmental Accounting and Management
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Epstein, Marc J. (with M.J. Roy). 2002. "Measuring and Improving the Performance of Corporate Boards." Society of Management Accountants of Canada
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Epstein, Marc J., with K. Schnietz. 2002. "Measuring the Cost of Environmental and Labor Protest to Globalization: An Event Study of the Failed 1999 Seattle WTO Talks." International Trade Journal 15
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Epstein, Marc J. (with R. Westbrook). 2001. "Linking Actions to Profits in Strategic Decision Making." MIT Sloan Management Review
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Epstein, Marc J., with M-J Roy. 2001. "Sustainability in Action: Identifying and Measuring the Key Performance Drivers." LRP: Long Range Planning
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Epstein, Marc J., with P. Wisner. 2001. "Using a Balanced Scorecard to Implement Sustainability." Environmental Quality Management
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Epstein, Marc J.. 2000. "Customer Profitability Analysis." Management Accounting Guideline, Society of Management Accountants of Canada Canada
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Epstein, Marc J., Anthony Atkinson. 2000. "Measure for Measure: Realizing the Power of the Balanced Scorecard." CMA Management
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Epstein, Marc J., with P. Wisner. 2000. "Measuring and Managing Social and Environmental Impacts." Handbook of Cost Management
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Epstein, Marc J.. 2000. "Organizing Your Business for the Internet Evolution." Strategic Finance
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Epstein, Marc J., M-J Roy. 2000. "Strategic Evaluation of Environmental Projects in SMEs." Environmental Quality Management
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Epstein, Marc J., P. Kumar and R. Westbrook. 2000. "The Drivers of Customer and Corporate Profitability: Modeling, Measuring, and Managing the Causal Relationships." Advances in Management Accounting
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Epstein, Marc J., B. Birchard. 1999. "Applying the Balanced Scorecard." Management Accounting Guideline, Society of Management Accountants of Canada
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Epstein, Marc J., K. Palepu. 1999. "What Financial Analysts Want." Strategic Finance
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Epstein, Marc J., with Manzoni, J.F. 1998. "Implementing Corporate Strategy: From Tableaux de Bord to Balanced Scorecard." European Management Journal
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Epstein, Marc J., S. David Young. 1998. "Improving Corporate Environmental Performance Through Economic Value Added." Environmental Quality Management
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Epstein, Marc J., M-J Roy. 1998. "Managing Corporate Environmental Performance: A Multinational Perspective." European Management Journal
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Epstein, Marc J. (with J-F Manzoni). 1998. "The New Balancing Act." Financial Times Mastering Management Review
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Epstein, Marc J. (with M.J. Roy). 1998. "Understanding and Implementing ISO 14000." Management Accounting Guideline #45, Society of Management Accountants of Canada
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Epstein, Marc J. (with S. Datar and K. White). 1997. "Bristol-Myers Squibb: The Matrix Essentials Product Life Cycle Review." Stanford Business School Case #F-254
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Epstein, Marc J. (with S. Datar and K. White). 1997. "Bristol-Myers Squibb: The Matrix Essentials Product Life Cycle Review." Stanford Business School Case #F-254
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Epstein, Marc J., with M-J Roy. 1997. "Environmental Management to Improve Corporate Profitability." Journal of Cost Management
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Epstein, Marc J., with D. Young. 1997. "Greening With EVA." Management Accounting
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Epstein, Marc J. . 1997. "Improving Both the Environment and Corporate Profits." Pollution Prevention 1997: A National Progress Report, United States Environmental Protection Agency
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Epstein, Marc J., Marie-Josée Roy. 1997. "Integrating Environmental Impacts Into Capital Investment Decisions." Greener Management International: The Journal of Corporate Environmental Strategy and Practice
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Epstein, Marc J. (with J-F Manzoni). 1997. "The Balanced Scorecard and Tableau de Bord: Translating Strategy Into Action." Management Accounting
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Epstein, Marc J., with R. Anderson. 1997. "The Restless Shareholders." JASSA: The Journal of the Securities Institute of Australia
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Epstein, Marc J., M-J Roy. 1997. "Using ISO 14000 for Improved Organizational Learning and Environmental Management." Environmental Quality Management
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Epstein, Marc J. (with K. Palepu). 1997. "What Analysts Really Want." CFO: The Magazine for Senior Financial Executives
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Epstein, Marc J.. 1996. "Accounting for Product Take Back." Management Accounting
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Epstein, Marc J.. 1996. "Tools and Techniques of Environmental Accounting for Business Decisions." Management Accounting Guideline #40, Society of Management Accountants of Canada Statement of Management Accounting #4Z, Institute of Management Accountants
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Epstein, Marc J.. 1996. "You've Got a Great Environmental Strategy: Now What?." Business Horizons
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Epstein, Marc J.. 1995. "Implementing Corporate Environmental Strategies." Management Accounting Guideline #37, Society of Management Accountants of Canada Statement on Management Accounting #4W, Institute of Management Accountants
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Epstein, Marc J.. 1994. "A Formal Plan for Environmental Costs." The New York Times (Syndicated throughout the United States)
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Epstein, Marc J. (with R.A. McEwen and R. Spindle). 1994. "Shareholder Preferences Concerning Corporate Ethical Performance." Journal of Business Ethics
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Book
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Epstein, Marc J., S. Book. 1982. Statistical Analysis: Resolving Decision Problems In Business and Management. Statistical Analysis: Resolving Decision Problems In Business and Management Glenview, IL Scott Foresman and Company
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Epstein, Marc J.. 1978. The Effect of Scientific Management on the Development of the Standard Cost System. The Effect of Scientific Management on the Development of the Standard Cost System New York, NY Arno Press
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Epstein, Marc J., Andrews, F., and L. Seidler. 1977. The Equity Funding Papers: The Anatomy of a Fraud,. The Equity Funding Papers: The Anatomy of a Fraud, Hamilton, NY John Wiley and Sons
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Epstein, Marc J.. 1975. The Usefulness of Annual Reports to Corporate Shareholders. Bureau of Business and Economic Research California State University, Los Angeles
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Epstein, Marc J., Manzoni, J.F.. 2006. Improving Organizations and Society: The Role of Performance Measurement and Management Control. Performance Measurement and Management Control: Improving Organizations and Society London Elsevier Science
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Book Chapters
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Epstein, Marc J., K. Schneitz. 2004. "Does a Reputation for Corporate Social Responsibility Pay Off? Investor Reaction to the 1999 Seattle WTO Meeting." International Corporate Responsibility: Exploring the Issues Carnegie Mellon University Press
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Epstein, Marc J.. 2004. "The Drivers and Measures of Success in High Performance Organizations." Performance Measurement and Management Control: Superior Organizational Performance London Elsevier Science
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Book
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Epstein, Marc J., Manzoni, J.F.. 2006. Performance Measurement and Management Control: Improving Organizations and Society. London Elsevier Science
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Epstein, Marc J., Davila, Tony, and Shelton, Rob. 2006. The Creative Enterprise. 3 volume edited series Praeger Publishers
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Epstein, Marc J., Tony Davila and Rob Shelton. 2005. Making Innovation Work: How to Manage It, Measure It, and Profit from It. Wharton School Publishing
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Epstein, Marc J., K. Hanson. 2005. The Accountable Corporation. Praeger Publisher 4 volume edited series
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Epstein, Marc J.. 2004. Implementing E-Commerce Strategies: A Guide to Corporate Success After the Dot.Com Bust. Praeger Publishers
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Epstein, Marc J. edited with J-F Manzoni. 2004. Performance Measurement and Management Control: Superior Organizationl Performance. London Elsevier Science Ltd.
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Epstein, Marc J., Edited with J-F Manzoni. 2002. Performance Measurement and Management Control: A Compendium of Research. Elsevier Science Ltd.
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Epstein, Marc J., B. Birchard. 1999. Counting What Counts: Turning Corporate Accountability Into Competitive Advantage. Counting What Counts: Turning Corporate Accountability Into Competitive Advantage Reading, MA Perseus Books
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Epstein, Marc J.. 1996. Measuring Corporate Environmental Performance: Best Practices for Costing and Managing an Effective Environmental Strategy. Burr Ridge, Illinois Institute for Management Accounting and Irwin Professional Publishing
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Epstein, Marc J., R. Anderson. 1996. The Usefulness of Annual Reports to Corporate Shareholders in Australia, New Zealand, and the United States: An International Comparison. The Usefulness of Annual Reports to Corporate Shareholders in Australia, New Zealand, and the United Greenwich, CT JAI Press, Inc
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Epstein, Marc J., M. Pava. 1993. The Shareholders' Use of Corporate Annual Reports. The Shareholders' Use of Corporate Annual Reports Greenwich, CT JAI Press, Inc
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Epstein, Marc J., with A. Spalding. 1993. The Accountant's Guide to Legal Liability and Ethics. The Accountant's Guide to Legal Liability and Ethics Homewood, IL Irwin and Business-One Irwin,
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Epstein, Marc J., with E. Weiss. 1977. A Practical Guide to Accountants Legal Liability. A Practical Guide to Accountants Legal Liability Tucson, AZ Lawyers and Judges Publishing Company
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Epstein, Marc J., with Flamholtz, E., and J. Mc Donough. 1977. Corporate Social Performance: The Measurement of Product and Service Contributions. Corporate Social Performance: The Measurement of Product and Service Contributions New York, NY National Association of Accountants
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Epstein, Marc J., with Weiss, E., and J. Epstein. 1977. Introduction to Social Accounting. Introduction to Social Accounting Los Angeles, CA California State University
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Epstein, Marc J., with Mason, A., and J. Hemphill. 1974. Effectiveness of Environmental Review in the State of California. Effectiveness of Environmental Review in the State of California Los Angeles, CA Bureau of Business and Economic Research, California State University
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Journal Articles
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Epstein, Marc J., Roy, M. J.. 2003. "Designing a Board Evaluation System for Corporate Directors." NACD - Directors Monthly
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Epstein, Marc J., Roy, M. J.. 2003. "Measuring and Improving the Performance of Corporate Boards Using the Balanced Scorecard." Balanced Scorecard Report HBS Publishing HBS Publishing
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Epstein, Marc J., P. Wisner. 2001. "Implementing Social and Environmental Strategies with the Balanced Scorecard." Balanced Scorecard Report HBS Publishing
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Epstein, Marc J., P. Wisner. 2001. "Increasing Corporate Accountability: The External Disclosure of Balanced Scorecard Measures." Balanced Scorecard Report HBS Publishing
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Epstein, Marc J., J. Cott, and S. Datar. 2001. "Verizon Communications, Inc.: Implementing a Human Resources Balanced Scorecard." Harvard Business School Case HBS Publishing N9-101-102
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Epstein, Marc J., P. Wisner. 2002. "Improving Corporate Profitability Through Accountability." Business: The Ultimate Resource Perseus Books and Bloomsbury Publishing
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Epstein, Marc J.. 2002. "Measuring the Payoffs of Corporate Actions: The Use of Financial and Non-Financial Indicators." Performance Measurement and Management Control: A Compendium of Research
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Research in Progress:
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Epstein, Marc J., Datar, S., and Leonard, Dutch."AARP Foundation A & B."
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Epstein, Marc J.."Drivers and Measures of Innovation Success."
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Epstein, Marc J., Roy M.J.."Implementing a Corporate Environmental Strategy: Establishing Coordination and Control within Multinational Companies."
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Epstein, Marc J., Leonard, Dutch, and Tritter, Melissa."Nike: Creating and Integrating a CSR Strategy A, B, C."
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Epstein, Marc J., Wisner, Priscilla S.."Improving Corporate Profitability Through Accountability."
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Epstein, Marc J., Widener, Sally K.."Measuring Multiple Stakeholder Costs and Benefits for Improved Decision-Making."
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Epstein, Marc J., Buhovac, Adriana R.."Measuring Performance in Information Technology: The IT Contribution Model."
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Epstein, Marc J., R. P. Bagozzi, P. S. Wisner."Managing what matters: Managerial control processes and actions that influence firm performance."
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Epstein, Marc J., J. F. Manzoni."Reconciling Conflicting Roles of Budgets: Review and Survey of Corporate Practices."
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Epstein, Marc J., D. A. Schuler."Show Me the Money: Developing a Framework to Measure The Payoffs from Corporate Government Affairs Activities."
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Epstein, Marc J., A. Rejc and S. Slapnicar."The Impact of Performance Measurement on Corporate Financial Performance."
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Epstein, Marc J., Roy, M. J.."Designing a Balanced Scorecard to Measure and Improve Corporate Board Performance."
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Services to Profession:
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Improving and Protecting Corporations and Corporate Boards, September 2005.
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"Push" and "Pull" Impacts of NAFTA on Environmental Responsiveness and Performance in Mexican Industry, November 2005.
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Measuring and Improving Performance of Corporate Boards, November 2005. Rice JGS Partners
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Alleviating Global Poverty through Microfinance: Factors and Measures of Financial, Economic, and Social Performance, December 2005. Business Solutions for the Global Poor Harvard Business School
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Alleviating Global Poverty through Microfinance: Factors and Measures of Financial, Economic, and Social Performance, December 2005. Business Solutions for the Global Poor Harvard Business School
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Improving Organizations and Society: The Role of Performance Measurement and Management Control, September 2005. EIASM Workshop on Performance Measurement and Management Control Nice, France |
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