Dave Shorter Case

Introduction

Dave Shorter is a partner within the New Enterprise Group and also serves as Practice Director for the Canadian based accounting firm, a division of industry giant James-Williams International. Dave has been working with and managing Bob Chen. Bob has been with the firm for a few years, passed his certification on the first attempt, and desires a career in the tax division of the industry. Bob makes several requests that he be transferred to the tax division and out of the audit division that he is currently in. Bob does not express himself clearly. Dave declines to move Bob and is under the impression that Bob has agreed. Then, when Bob requests a move again, Dave offers to send Bob to a company paid high quality tax program if Bob remains in audits for another year. Bob agrees. Dave, feeling comfortable with his decision and recognizing Bob’s potential success and future value to the firm, attends training over the holidays.

While