Main navigation | Main content
Summer Greetings from CGI! We hope this newsletter finds you enjoying long, relaxing days with family and friends while welcoming colleagues from around the world. CGI completed its annual whirlwind of activity in May with more than 90 Global Executive MBA students in Minnesota for residencies and graduation, and another 172 Carlson School graduate and undergraduate students departing for faculty-led programs around the world.
We too enjoy the summer months when CGI partner faculty and Executive and Full-Time MBA students from South Korea and Romania visit Minneapolis for custom academic and corporate sessions -- and we love to show off the beauty of the Twin Cities this time of year. As you know, colleagues are always surprised given the state's cold and snowy reputation!
As we reflect on the past fiscal year, we continue to incorporate your input into our strategic agenda to advance global competence of leaders in our community and shape the future of management education. In this spirit, we are pleased to have launched a newly re-established CGI Advisory Council that will provide us with valuable insights into real-time global business issues and opportunities. We also envision this group of leaders to continue to assist us in our work to serve as a catalyst for all stakeholders to function as a more interactive and effective global network. This Council joins our Faculty Advisory Board that focuses on the internationalization of the Carlson School curricula, research on how it impacts our students and faculty, and other related policy issues.
Of particular interest in this issue is research on expatriate adjustment by Professor Connie Wanberg, associate dean of Undergraduate Programs and Industrial Relations Faculty Excellence Chair. A few years ago, CGI was able to provide a travel grant to support this timely and significant research. See below for a link to this story and for information about research by Carlson School faculty, please visit the Carlson School's homepage.
We hope you enjoy this issue of Going Global and, if you are in the Twin Cities on September 27, please plan to join us from 4:00 to 6:00 p.m. in the Carlson School atrium for CGI's annual fall reception celebrating global engagement and advances at the Carlson School of Management.
Michael J. Houston Anne M. D'Angelo
Associate Dean, Global Initiatives Assistant Dean, Global Initiatives
![]() |
|
| Student David Ly (center) with friend Dinghan and Malcom Liu, financial controller for Johnson Controls Beijing | |
![]() |
|
| Anne D'Angelo in India with Kiran Datar, former Dean of Colleges at the University of Delhi and Miranda House and director of the Office of U.S.-India Higher Education Cooperation in Delhi | |
An expatriate assignment is often seen as a valuable part of a manager's career development. While these assignments are opportunities, expatriates also face challenges adjusting to their surroundings. Many organizational development and human resources professionals and researchers have accepted the U-curved theory of cultural adaptation. This theory postulates that individuals entering into a culture new to them will start at a high point, sometimes referred to as a honeymoon stage. This stage is followed by a low, which may include feelings of isolation or frustration. The third stage is one of personal responsibility for cultural adjustment, a greater understanding of the host culture, and general positive feelings about the experience.
Carlson School Professor of Work and Organizations Connie Wanberg has traveled extensively and was curious about the U-shaped adjustment curve theory. Together with Jing Zhu, a professor at Hong Kong University of Science and Technology and a PhD alumna of the Carlson School of Management's Human Resources and Industrial Relations program, Wanberg started to explore this theory when Professor Zhu was a student at Carlson. They found that little quantitative evidence existed to support or refute the U-curve theory and that much of the theory was based on anecdotal evidence. With seed funding from the Carlson Global Institute (previously International Programs), Wanberg and Zhu decided to perform empirical research to test the U-curve theory. The preliminary findings of their research offer an alternative to the long-accepted understanding of cultural adjustment.
Their study explores the transitions of 170 expatriates from three large multinational firms over the first nine months of their international assignments. The majority of the study participants were expected to be abroad for less than three years. The participants completed an electronic baseline survey before they left for their assignment to establish a foundational level for psychological well-being and host country language fluency. Participants then completed a survey at the end of each of their first nine months abroad, which explored concepts such as personal learning, career development, co-worker support, and role clarity in the context of this international assignment.
The initial results of the study reveal that on average, expatriate adjustment does not follow a U-curve pattern. Instead, adjustment starts low and then rises over the first few months before leveling off. In designing the study, the researchers also wanted to understand what impacted individual expatriate adjustment experiences. Results indicate the following:
So, what does all this mean? Strong psychological well-being and host country language fluency appear to be key factors to adjustment. According to Zhu, "Expats with the two tend to have a higher level of adjustment at the beginning of the assignment." Wanberg also noted that while companies prepare employees to leave, not all prepare the host employees to receive expatriates and be supportive in their transition. As this study demonstrated, co-worker support can be another important factor in the successful transition of expatriates. Such research can help companies and employees better prepare to fully leverage an international assignment.
The study is coming to a close, with final data being incorporated into the analysis. Wanberg and Zhu anticipate submitting their key findings soon to relevant academic journals.
Carlson Global Institute Launches Advisory Council
The mission of the Carlson Global Institute is to "lead global management education, research, and outreach and serve as a catalyst for stakeholders to function as an interactive global network that generates new knowledge toward the development of globally mindful leaders." The Advisory Council, which met for the first time in May, is another step toward creating a more interactive global network. It provides a forum for Twin Cities-based global leaders to share opportunities, challenges, and insights with one another and the Carlson School as we support the development of global competency in undergraduate and graduate students, faculty, staff, and corporate and community leaders here and around the world. The CGI Advisory Council joins the CGI Faculty Advisory Committee in providing advice and guidance related to stakeholder engagement, curriculum development, research about impact of global initiatives, and development of future initiatives of the Institute.
The Council currently consists of eight members representing the public and private sectors. Members include:
David Clark
Vice President, International Strategic Business Unit, Häagen-Dazs
General Mills
Katie Clark
Executive Director
Minnesota Trade Office
Patty Hamm
Vice President of Global Human Resources
Imation
Rick King
Chief Operating Officer, Technology
Thomson Reuters
Patrick McGinnis
Vice President, Global Product Management
Best Buy
Richard N. McLellan
Senior Vice President, Commercial
Mosaic
Meredith McQuaid
Associate Vice President and Dean, Global Programs and Strategy Alliance
University of Minnesota
Jan Shimanski
Vice President, Global Marketing Excellence
3M
Karine Watne
International Business Web and Marketing Communications Manager
Toro
![]() |
|
| 3M hosts students from CGI programs in Italy, Turkey, and Minneapolis | |
Corporate and organizational partners are critical factors in helping CGI realize its vision to "advance the global excellence of management education in shaping leaders for a more successful future." They host site visits and provide expert speakers for students while they are studying abroad, sponsor Global Business Practicum programs, host site visits for Carlson Global Executive MBA students visiting Minnesota, and provide guest lectures to students before they depart to study around the world. They provide the pragmatic
context for the academic content - they bring the concepts to life.
![]() |
|
| CKGSB and Carlson students in the Northern China Live Case program with Thomson Reuters Beijing team and program faculty and staff | |
*Global Business Practicum (live case) sponsors, May 2012.
Every year, the Center for International Business Education and Research (CIBER) invites faculty from outside the University of Minnesota to participate in Carlson School faculty-led, short-term education abroad programs. These shadowing opportunities support faculty who want to develop similar course offerings at their home institutions, and further CIBER's goal of building capacity in global business education.
Faculty from Iowa State University and the College of St. Benedict and St. John's University contributed their enthusiasm, interest and subject matter expertise to two Carlson School programs. Their engagement enriched the experience for students and Carlson faculty leaders as well.
Dr. Qing Hu, Chair of the Department of Supply Chain and Information Systems, College of Business at Iowa State University, joined Carlson School faculty leader David Bartlett and a group of 22 MBA students on a Global Business Practicum (GBP), or a "live" case, in Austria and the Czech Republic. The students worked on a project for Toro in partnership with students and faculty from the Vienna University of Economics and Business. Their challenge: to optimize the aftermarket experience of Toro's golf customers in the Czech Republic and Slovakia.
![]() |
|
| Professors Arnold Schuh from Vienna University of Economics and Business and David Bartlett from the Carlson School with Professor Qing Hu from Iowa State. | |
![]() |
|
| Faculty participants with leader Robert Strand at Partnership 2012 conference at Copenhagen Business School | |
Ten faculty members from universities across the U.S. recently returned from the first ever Professional Development in International Business (PDIB) program in Scandinavia. The program, offered by the University of Minnesota Center for International Business Education and Research (CIBER), focused on sustainability and CSR strategies in Scandinavian companies, NGOs, and universities. Participating faculty came from American University, Florida International University, Haskell Indian Nations University, St. Catherine University, and the Universities of Alabama, Florida, Iowa, and Miami.
The group explored current business practices and future challenges with top executives at IKEA, Carlsberg, Maersk, Novozymes, and Volvo Group, and connected with international leaders at the Partnership 2012 conference at Copenhagen Business School. As one participant reflected, sustainability and CSR require significant cooperation across the supply chain. To see short video interviews from the conference, please visit www.partnership2012.com.
CIBER will offer PDIB Scandinavia - Sustainability and CSR for faculty and industry professionals in June 2013. For more information about CIBER, please visit www.carlsonschool.umn.edu/ciber.