Professor Bernardo Batiz-Lazo

Division: Business Studies

Location: Room 0.02, Hen Goleg

Telephone: 01248 38 8349

Brief Biogrpahy

Bernardo is Professor of Business History and Bank Management at Bangor University and a Fellow of the Royal Historical Society. He read economics (at ITAM, Mexico and Autonoma de Barcelona, Spain), history (Oxford) and received a doctorate in business administration (Manchester Business School). He has been studying financial markets and institutions since 1988. He joined Bangor after appointments at Leicester, Open University and Queen´s Belfast.

Bernardo was elected to the council of the Association of Business Historians, is a member of the ESRC Peer Review College, and member of the editorial boards of various traditional outlets (Business History, Journal of Management History, Economic History of Developing Regions, International Journal of Bank Marketing, Quest - Indian Journal of Management and Research, and Cuadernos Empresariales).

Since 1998 he edits a weekly report on new working papers in business, economic and financial history (NEP-HIS). For subscription and how to contribute, see http://lists.repec.org/mailman/listinfo/nep-his.

For past papers and searching its archives, see:-

http://econpapers.repec.org/scripts/search/search.asp?pg=-1;nep=nephis.

For the NEP-HIS blog, which reviews the highlights of these papers, see http://www.nephis.org/.

Some signs of impact is that my research include my contribution on the cashless society to the Bloomberg blog (http://www.bloomberg.com/news/2012-03-29/visions-of-a-cashless-society-echoes.html) and that my has consistently being ranked within the top 5 percent of the over 32,000 authors registered at RePEc (a digital library that carries information on 1,000 journals and 300,000 working papers). I average over 1,000 files views and 300 paper downloads per month (see http://logec.repec.org/RAS/pba14.htm). I have delivered invited presentations in the USA (e.g. Federal Reserve Bank of Kansas City), Europe (e.g. Copenhagen Business School), the Middle East (e.g. Iranian Accounting Association) and Asia (e.g. Kobe University). More recently I was Visiting Professor of Business Histoy at Universitat Pompeu Fabra (Barcelona).

Teaching

Undergraduate Teaching:

Britain at Work (ASB117)
Management: Past, Present & Future (ASB116)
Co-ordinator of dissertations (ASC3412 / ASB3412 / ASB3402)

Postgraduate Teaching:

ASB-4415 Management Research

Research Interests

My intellectual contribution has been to demonstrate the long term nature of technological innovation (with the potential to modify competitive intensity and to articulate diversification strategies) in retail banking.

Keywords: Depositary institutions (Savings banks, cajas, TSB, building societies), appropiation of computer technology, cash dispensers (ATM), comparative business history (UK, Spain, Mexico), accounting history.

Selected Publications

Bátiz-Lazo, B., Haig, T. and Stearns, D. L. (submitted) "How the future shaped the past: The case of the cashless society", Enterprise & Society.
(BBSWP/11/009 http://www.bangor.ac.uk/business/research/documents/BBSWP11009.pdf)
Bátiz-Lazo, B. and Noguchi, M. (submitted) "Disciplining building societies by accounting-based regulation, circa 1960", Critical Perspectives in Accounting
Bátiz-Lazo, B. (submitted) "Competitive effects of IT innovation on bank strategy: The early history of Direct Line Insurance, 1985-1995", Zeitschrift für Unternehmensgeschichte/The Journal of Business History
Bátiz-Lazo, B. and Noguchi, M. (forthcoming) "Auditing, delegated monitoring and the supervision of retail finance: Evidence from two small-sized building societies, 1977-1978", Accounting History.
Bátiz-Lazo, B. and Maixé-Altés, J. C. (2011) "Managing technological change by committee: the adoption of computers in Spanish and British savings banks (circa 1960-1988)", Revista de Historia Industrial 47(November), pp. 117-150.
Bátiz-Lazo, B. and Reid, R. J. K. (2011) "The development of cash dispenser technology in the UK", IEEE Annals in the History of Computing , vol. 33, no. 3 (Jul-Sep), pp. 1-15.
Bátiz-Lazo, B. and Hacialioglu, N. (2010) "Are European banks interested in their customers?: The use and misuse of ICT and CRM from an historical perspective, 1996-2001", Revista Empresarial Inter Metro (Inter Metro Business Journal), vol. 6, no 1, pp. 1-38.

Chapters in Books

Bátiz-Lazo B. (forthcoming) "Sheppard-Barron, John Adrian(1925-2010)", Oxford Dictionary of National Biography, Oxford University Press.
Bátiz-Lazo B. (forthcoming) "Pitman, Sir Brian Ivor (1931-2010)", Oxford Dictionary of National Biography, Oxford University Press.
Bátiz-Lazo B. (2012) "Nixon, Sir Edwin Ronald (1925-2008)", Oxford Dictionary of National Biography, Oxford University Press, Jan 2012 [http://www.oxforddnb.com/view/article/99499, accessed 24 Jan 2012].
Bátiz-Lazo B. (2011) "Virgin Finance: Sir Richard Branson's pursuit of a significant presence in retail financial services" in Kase, K. Slocum, and A. Zhang, Y. (eds.) Asian versus Western Management Thinking ? Its Cultural-Bound Nature Basingstoke: Palgrave Macmillan, pp. 292-313.
Bátiz-Lazo, B. and Noguchi, M. (2011) "Improving the system of internal control through regulation: cases of small building societies, circa 1960", in I. Elfernik, J. Mooij, A. de Jong and A. Perlinge (eds) Corporate Governance in Financial Institutions: Historical Developments and Current Problems, Frankfurt am Main: The European Association for Banking and Financial History, pp. 164-179.
Bátiz-Lazo, B. and Maixé-Altés, J. C. (2011) "Organizational change and the computerisation of British and Spanish savings banks, circa 1950-1985", in B. Bátiz-Lazo, J.C. Maixé-Altés and P. Thomes (eds.) Technological Innovation in Retail Finance: International Historical Perspectives, New York: Routledge, pp. 137-54.