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Program Schedule

* Topics are subject to change

Wednesday

6:00pm - 8:00pm
Program Kick-Off

Sponsored by 396 Alhambra



Thursday

Friday

Saturday

8:00am - 8:30am
Breakfast

8:00am - 8:30am
Breakfast

8:00am - 8:30am
Breakfast

8:30am - 10:30am
Idiosyncrasies of the Family Firm & Growth Challenges
Family Introductions/What makes Family Businesses Unique?/The Three Circle Model/Balancing Financial and Socioemotional Motives

Dr. Cristina Cruz

8:30am - 10:30am
Leadership in Family Businesses & the Challenge of Generational Transition
Personal Assessment/Money Personality/Birth Order in the Family Business

Dr. George Kastner

8:30am - 10:30am
Fit Between Ownership Structure and Family Vision
Creating Policies and Plans for the Family's Involvement with the Business

Prof. Guillermo Salazár

10:30am - 10:45am
Break

10:30am - 10:45am
Coffee Break

10:30am - 10:45am
Coffee Break

10:45am – 12:00pm
Idiosyncrasies of the Family Firm & Growth Challenges
Family Assessment/Assessing your Socioemotional Wealth

Dr. Cristina Cruz

 
10:45am – 12:00pm

Leadership in Family Businesses & the Challenge of Generational Transition
Managing Conflict/Sibling & Succession/Raising children to become Leaders

Dr. Joseph Ganitsky
 

10:45am – 12:00pm
Fit Between Ownership Structure and Family Vision
Ownership Agreements/Family Participation Agreements/To join the Family Business or not?

Dr. Roberto Vainrub

12:00pm - 1:15pm
Theme: Establishing the Jose Cuervo Family Office in the US
Working Lunch

12:00pm - 1:15pm
Theme: Wealth Management & Estate Planning
Working Lunch

12:00pm - 1:15pm
Theme: Principles of Sound Investing

Working Lunch

 1:15pm - 3:00pm
Idiosyncrasies of the Family Firm & Growth Challenges
Loss Aversion and the Challenge of Growth, Innovation, & Globalization/Doing Business with Family Firms in Emerging Markets

Dr. Joseph Ganitsky

1:15pm - 3:00pm
Family Business Governance
Fundamentals of Family Business System Governance

Dr. Cristina Cruz

 1:15pm - 3:00pm
Fit Between Ownership Structure and Family Vision
The Challenge of Professionalization/Selling or Perpetuating the Family Business

Prof. Guillermo Salazár

3:00pm - 3:15pm
Break

3:00pm - 3:15pm
Coffee Break

3:00pm - 3:15pm
Coffee Break

 3:15pm - 5:00pm
Idiosyncrasies of the Family Firm & Growth Challenges
The Challenge of Strategic Planning in Family Firms

Dr. Joseph Ganitsky

3:15pm - 5:00pm
Family Business Governance
Developing Effective Boards of Directors & Advisory Boards/Organizing Family Assembly & Family Council Meetings

Dr. Cristina Cruz

3:15pm - 5:00pm
Fit Between Ownership Structure and Family Vision
The Reinvestment Decision/ Development of Family Business Strategic Plan

Dr. Joseph Ganitsky

Closing Ceremony
    School of Business Administration
    P.O. Box 248027, Coral Gables, Florida 33124-6520
 
 
TEL: 305-284-4643
FAX: 305-284-6526
 
GRADUATE: 305-284-2510
UNDERGRADUATE: 305-284-4641