- Understand family businesses, their challenges and opportunities
- Recognize the possibilities to promote entrepreneurship in the family business
- Discuss alternative approaches to governance in the family business
- Develop the fundamental tools to develop and implement the Family Protocol
Based on the lessons learned from the successful application in countless Latin American companies, the faculty will present global best practices to improve the competitiveness of family businesses and, above all, guide participants on how to apply principles according to their reality and within a local scenario.
WHO SHOULD ATTEND
- Owners and members of family businesses
- Members of different families that share ownership of the same company or business group
- Senior managers of family businesses
- Executives of the family business
- Professionals and consultants who, due to their activity, must relate to this type of companies
Esteban R. Brenes - Academic Director
Ph.D., University of Florida
Strategy and entrepreneurship full time professor, holder of the Steve Aronson Chair of Strategy and Agribusiness, former Minister of Science and Technology, and former Minister of Agriculture of the Government of Costa Rica. For 10 years, he served as Visiting Professor of Strategy and International Business at the Business School of the University of Michigan and, most recently, visiting professor at Cotrugli Business School, in Croatia. He has lectured on executive programs and on the campus of the University of Chicago, Duke University and the Business Schools of the University of Michigan. In addition to his academic work, he is a consultant in commercial strategy, mergers and acquisitions, development of new companies, family business administration and food policy.
Daniel G. Van Der Vliet
M.Ed., University of Vermont
Executive Director of John and Dyan Smith Family Business at Cornell University Family Businesses of John and Dyan Smith at Cornell University. As director of the Family Business Initiative at the University of Vermont(UVM), he worked with the owners and their successors to find solutions that work for both families and businesses. He developed and taught the Leading and Managing the Family and Closely Held Business course at the University of Vermont. As founding director of Vermont Business Center, he oversaw the launch and growth of executive education and management development seminars.
MBA, University of Pittsburgh
Ann Dugan is the senior managing director of Advisory and Educational Services leading the FOX team in the delivery of services to substantial family enterprises and family offices striving to achieve long-term sustainability and multi-generational success.
Ms. Dugan was an early innovator in understanding the power of knowledge, research, and entrepreneurship in building the enterprising family capacity and sustainability as she launched one of the first global institutes at the University of Pittsburgh. As founder and leader of the Institute for Entrepreneurial Excellence for nearly 30 years, while also serving as the Assistant Dean for the Joseph M. Katz Graduate School of Business, her success in helping other families, universities and regions flourish has been recognized with numerous awards. Ann led her own successful succession in 2014. Post University, Ann focused her work on assisting families to start philanthropic organizations and foundations, served as Executive in Residence for the Family Business Network (FBN) until joining the FOX leadership team in 2016.
Ann holds a B.S. in Economics and an M.B.A. in Finance from the University of Pittsburgh. Ann is a fourth-generation member of a business-owning family and is a serial entrepreneur who has founded and led several ventures to success. Ms. Dugan currently serves on several public and private Boards of Directors.
Julia Tellez Roca
Attorney at Law - Family Business, INCAE Business School
Professor Tellez was a partner in Gomez-Acebo & Pombo Abogados and is currently a member of the Advisory Council (OF Council). Since October 2009, she has been an independent director of Natura Bisse. In addition, she is an external advisor to a plurality of Boards of Directors and a member of ten family councils of leading companies from the most diverse sectors of Spain and Latin America. Professor Tellez also has participated in seminars, conferences, forums (International Bar Association of Barcelona: "Insolvency in the Travel Industry", IFTTA: "Hoteliers and Tour Operators - legal relations: The Spanish and EU Outlook"; She also attended the first meeting with the main Latin American business families (several from the Forbes list.) She is a professor of the "Private Wealth Management Spain" Program. Professor Tellez is the reference specialist in Good Family Governance of the Multi Family Office MdF Family Partners, strategic partner of The Wise Company and founding partner of Julia Tellez Advising Group. She has successfully led more than one hundred processes with important Spanish and Latin American business families.
Professor Tellez has a Master's Degree in Family Business Management from the Instituto de Empresa, a Bachelor of Laws and Diploma in Business Studies from the Universidad Pontificia de Comillas (ICADE). She also holds a diploma in Business Strategy from the European Club and has completed several specialization courses in insurance, international taxation (ICADE), international arbitration (CCI Paris), product liability (Brussels), family businesses (3 Special Management Programs with John Davis, Harvard and 2 of the Family Firm Institute, in London and Miami, respectively). Lastly, Professor Tellez is a certified counselor by the Institute of Directors and Administrators (IC-A) in Good Corporate Governance.
Ph.D., Cornell University
Professor Sine's research focuses on the emergence of new economic sectors and entrepreneurship. His research context includes the United States, Latin America, and the Middle East. He explores issues related to institutional change, industry and technology evolution, technology entrepreneurship, and new venture structure and strategy. He has examined a diverse set of economic sectors ranging from the electric power industry to the emergence of the Internet. Teaching interests include entrepreneurship, commercializing university technology, new venture growth, the management of technology and innovation, and organizational change. He has consulted and taught executives in Latin America, Asia, and the Middle East.
Sine has published, provisionally accepted, or papers forthcoming in the following journals: Administrative Science Quarterly, Academy of Management Journal, Management Science, Organization Science, Strategic Management Journal, and Research Policy. Sine is currently a senior editor at Organization Science and is the book review editor at Administrative Science Quarterly.